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SUMMITRY LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SUMMITRY LLC
报告期 2026-03-31 · CIK 0001280043
持仓数
287
前50大市值合计
$2.52B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 52
增持 54
减持 22
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
FISV
FISERV INC
-$59.8M
776,201
-11%
减持
GOOGL
ALPHABET INC
+$20.8M
348,766
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$12.8M
140,488
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
ULTA
ULTA BEAUTY INC
+$12.5M
202,865
+1%
清仓
ALAB
ASTERA LABS INC
-$12.5M
0
-100%
减持
ROST
ROSS STORES INC
+$12.0M
434,127
-0%
减持
AAPL
APPLE INC
-$10.8M
89,797
-35%
减持
WFC
WELLS FARGO CO NEW
+$8.5M
906,631
-0%
减持
CARR
CARRIER GLOBAL CORPORATION
-$8.2M
990,752
-2%
增持
CRM
SALESFORCE INC
+$7.9M
214,663
+4%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$7.8M
175,844
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.6M
565,581
-4%
增持
NFLX
NETFLIX INC
-$7.4M
327,099
+930%
增持
RTO
RENTOKIL INITIAL PLC
+$6.8M
1,475,957
+2%
减持
AMZN
AMAZON COM INC
+$5.6M
504,434
-0%
减持
TGT
TARGET CORP
-$5.3M
2,087
-97%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$5.1M
218,175
+5%
增持
A
AGILENT TECHNOLOGIES INC
+$4.8M
623,513
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$4.5M
707,286
+2%
增持
MSFT
MICROSOFT CORP
-$4.1M
154,420
+1%
增持
V
VISA INC
+$3.7M
194,792
+3%
增持
MCO
MOODYS CORP
+$3.6M
80,001
+2%
增持
CAT
CATERPILLAR INC
+$2.3M
22,508
+2%
减持
BAC
BANK AMERICA CORP
-$2.0M
15,299
-72%
减持
ORCL
ORACLE CORP
-$1.8M
3,305
-62%
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$1.7M
36,015
增持
MA
MASTERCARD INCORPORATED
+$1.6M
149,425
+2%
建仓
FNDA
SCHWAB STRATEGIC TR
+$1.5M
48,417
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
52,957
+4%
减持
GOOG
ALPHABET INC
+$1.5M
32,560
-9%
增持
LOW
LOWES COS INC
-$1.3M
367,404
+3%
减持
NVDA
NVIDIA CORPORATION
-$1.3M
155,103
-4%
增持
CSCO
CISCO SYS INC
+$1.3M
123,144
+2%
增持
IBDU
ISHARES TR
+$1.2M
1,837,008
+3%
增持
USB
US BANCORP DEL
+$1.2M
149,419
+6%
建仓
VTI
VANGUARD INDEX FDS
+$1.1M
3,256
建仓
VOO
VANGUARD INDEX FDS
+$1.0M
1,609
增持
—
EATON CORP PLC
-$962.5K
22,120
+3%
增持
IBTG
ISHARES TR
+$907.8K
1,522,715
+3%
增持
IBDT
ISHARES TR
+$896.9K
1,391,684
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$840.5K
44,049
+369%
增持
SBUX
STARBUCKS CORP
+$780.8K
774,050
+2%
建仓
FNDE
SCHWAB STRATEGIC TR
+$779.1K
21,606
增持
IBTQ
ISHARES TR
+$759.3K
992,283
+3%
增持
IBGA
ISHARES TR
+$752.9K
1,821,802
+3%
增持
DG
DOLLAR GEN CORP NEW
+$738.6K
8,200
+142%
增持
COR
CENCORA INC
+$735.6K
24,948
+1%
建仓
JKHY
HENRY JACK & ASSOC INC
+$719.7K
3,944
清仓
SAP
SAP SE
-$659.3K
0
-100%
增持
IBDW
ISHARES TR
+$647.5K
1,549,157
+2%
建仓
AFL
AFLAC INC
+$639.5K
5,799
建仓
TAP
MOLSON COORS BEVERAGE CO
+$637.5K
13,656
减持
STIP
ISHARES TR
-$631.3K
347,762
-1%
增持
KMB
KIMBERLY-CLARK CORP
-$630.4K
50,674
+10%
增持
IBDZ
ISHARES TR
+$621.3K
1,262,550
+2%
增持
IBTP
ISHARES TR
+$596.4K
859,319
+3%
建仓
SPEM
SPDR INDEX SHS FDS
+$593.1K
12,671
建仓
MTB
M & T BK CORP
+$579.9K
2,878
增持
MCD
MCDONALDS CORP
+$564.2K
25,297
+7%
增持
HD
HOME DEPOT INC
+$546.3K
3,710
+106%
增持
IBDY
ISHARES TR
+$529.2K
1,022,638
+2%
增持
T
AT&T INC
-$492.4K
262,016
+6%
清仓
QQQ
INVESCO QQQ TR
-$487.0K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$452.4K
1,754
建仓
NICE
NICE LTD
+$437.0K
3,866
清仓
DHI
D R HORTON INC
-$434.7K
0
-100%
减持
GE
GE AEROSPACE
-$402.3K
1,352
-50%
建仓
DAL
DELTA AIR LINES INC DEL
+$398.4K
5,740
增持
MMM
3M CO
+$394.8K
39,925
+3%
建仓
PHM
PULTE GROUP INC
+$394.2K
3,362
增持
EMR
EMERSON ELEC CO
+$390.3K
60,494
+4%
建仓
CPAY
CORPAY INC
+$382.2K
1,270
增持
—
CHUBB LIMITED
+$379.5K
6,337
+12%
建仓
SCHX
SCHWAB STRATEGIC TR
+$371.5K
13,806
清仓
ANET
ARISTA NETWORKS INC
-$353.8K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$352.6K
6,036
建仓
APO
APOLLO GLOBAL MGMT INC
+$349.3K
2,413
清仓
MO
ALTRIA GROUP INC
-$348.6K
0
-100%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$347.9K
20,053
减持
—
LINDE PLC
-$330.1K
554
-54%
增持
VTRS
VIATRIS INC
+$329.9K
41,422
+121%
清仓
MDLZ
MONDELEZ INTL INC
-$325.7K
0
-100%
清仓
BHP
BHP GROUP LTD
-$320.4K
0
-100%
增持
META
META PLATFORMS INC
+$319.3K
90,918
+12%
增持
LLY
ELI LILLY & CO
+$314.9K
839
+9%
增持
—
ASML HOLDING N V
+$312.1K
897
+34%
增持
GMED
GLOBUS MED INC
+$312.0K
7,994
+19%
建仓
PWR
QUANTA SVCS INC
+$298.4K
707
增持
TFLO
ISHARES TR
+$295.3K
410,909
+2%
建仓
JBHT
HUNT J B TRANS SVCS INC
+$294.6K
1,516
建仓
RVTY
REVVITY INC
+$290.7K
3,005
减持
MU
MICRON TECHNOLOGY INC
-$290.2K
1,066
-70%
减持
CPB
THE CAMPBELLS COMPANY
-$289.7K
12,684
-38%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$284.2K
865
建仓
SLB
SLB LIMITED
+$283.9K
7,396
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$282.4K
1,649
清仓
TREX
TREX CO INC
-$277.1K
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$276.0K
10,142
清仓
SCHD
SCHWAB STRATEGIC TR
-$275.7K
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$267.9K
6,483
增持
CNC
CENTENE CORP DEL
+$266.8K
23,672
+19%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$257.8K
1,204
减持
IVV
ISHARES TR
-$254.9K
1,488
-22%
建仓
BF/B
BROWN FORMAN CORP
+$254.8K
9,777
建仓
MTCH
MATCH GROUP INC NEW
+$252.6K
7,822
建仓
FNDF
SCHWAB STRATEGIC TR
+$248.4K
5,494
清仓
URI
UNITED RENTALS INC
-$241.5K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$240.5K
1,405
建仓
SNPS
SYNOPSYS INC
+$238.6K
508
建仓
—
DAYFORCE INC
+$236.5K
3,419
建仓
TJX
TJX COS INC NEW
+$236.4K
1,539
建仓
SCHC
SCHWAB STRATEGIC TR
+$235.7K
5,177
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$234.4K
1,075
清仓
CCI
CROWN CASTLE INC
-$233.5K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$233.3K
412
建仓
XLI
SELECT SECTOR SPDR TR
+$233.1K
1,503
清仓
SPYG
SPDR SERIES TRUST
-$230.9K
0
-100%
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$230.9K
0
-100%
清仓
DBEF
DBX ETF TR
-$230.7K
0
-100%
清仓
FAST
FASTENAL CO
-$226.8K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$225.3K
0
-100%
增持
AVGO
BROADCOM INC
+$221.2K
7,324
+4%
清仓
TY
TRI CONTL CORP
-$221.0K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$220.5K
596
清仓
UBER
UBER TECHNOLOGIES INC
-$216.1K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$214.6K
1,028
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$211.7K
15,490
+70%
建仓
BNY
BANK NEW YORK MELLON CORP
+$210.9K
1,817
建仓
RF
REGIONS FINANCIAL CORP NEW
+$210.8K
7,777
清仓
—
KELLANOVA
-$210.7K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$210.6K
1,797
建仓
WDFC
WD 40 CO
+$210.6K
1,070
清仓
MPC
MARATHON PETE CORP
-$207.8K
0
-100%
建仓
WRB
BERKLEY W R CORP
+$207.2K
2,955
建仓
AEE
AMEREN CORP
+$204.2K
2,045
建仓
—
ACCENTURE PLC IRELAND
+$203.9K
760
建仓
SYF
SYNCHRONY FINANCIAL
+$203.6K
2,440
建仓
FIS
FIDELITY NATL INFORMATION SV
+$202.2K
3,043
建仓
DTE
DTE ENERGY CO
+$202.1K
1,567
清仓
IIIV
I3 VERTICALS INC
-$201.5K
0
-100%
建仓
BALL
BALL CORP
+$201.2K
3,798
增持
RIO
RIO TINTO PLC
+$192.4K
6,479
+31%
增持
RBC
RBC BEARINGS INC
+$192.1K
2,069
+10%
减持
GEV
GE VERNOVA INC
-$191.7K
321
-51%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
-$184.7K
162,090
+6%
增持
ED
CONSOLIDATED EDISON INC
+$176.6K
5,783
+46%
增持
FITB
FIFTH THIRD BANCORP
+$173.2K
9,377
+57%
增持
FMX
FOMENTO ECONOMICO MEXICANO S
+$171.9K
6,398
+33%
减持
HSY
HERSHEY CO
-$161.6K
1,665
-33%
增持
CWST
CASELLA WASTE SYS INC
+$160.5K
5,802
+35%
