小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Summit Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Summit Asset Management, LLC
报告期 2026-03-31 · CIK 0001509974
持仓数
172
前50大市值合计
$642.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 113 项
建仓 12
增持 64
减持 35
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$5.4M
614,398
+3%
增持
MOAT
VANECK ETF TRUST
+$5.2M
352,020
+5%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.8M
817,196
+5%
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
SCHM
SCHWAB STRATEGIC TR
+$3.1M
397,210
+3%
增持
IVV
ISHARES TR
+$2.9M
24,778
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
37,831
+5%
增持
SCHY
SCHWAB STRATEGIC TR
+$2.5M
841,247
+2%
增持
IEF
ISHARES TR
+$2.4M
180,394
+11%
增持
IJR
ISHARES TR
+$2.2M
166,249
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.1M
275,701
+2%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.0M
328,391
-0%
增持
IHDG
WISDOMTREE TR
+$869.2K
440,499
+4%
减持
AAPL
APPLE INC
+$853.6K
43,952
-1%
增持
IBDR
ISHARES TR
+$838.4K
638,269
+4%
增持
HD
HOME DEPOT INC
+$637.5K
5,771
+17%
增持
—
ISHARES TR
+$611.1K
617,003
+3%
减持
WMT
WALMART INC
+$565.8K
49,857
-2%
增持
DE
DEERE & CO
+$466.8K
3,200
+38%
增持
OSEA
HARBOR ETF TRUST
+$424.9K
38,942
+53%
增持
—
JOHNSON CTLS INTL PLC
+$414.3K
17,500
+23%
增持
VFLO
VICTORY PORTFOLIOS II
+$398.8K
22,430
+99%
增持
AGG
ISHARES TR
+$364.3K
20,856
+16%
减持
PG
PROCTER AND GAMBLE CO
-$347.8K
19,617
-14%
增持
RTX
RTX CORPORATION
+$346.0K
10,054
+16%
增持
JPM
JPMORGAN CHASE & CO.
+$319.8K
8,958
+15%
增持
ROK
ROCKWELL AUTOMATION INC
+$303.9K
3,874
+45%
增持
—
ISHARES TR
+$303.4K
597,351
+2%
减持
IMCG
ISHARES TR
+$291.3K
59,702
-0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$285.4K
13,249
-3%
增持
TOTL
SSGA ACTIVE ETF TR
+$283.7K
56,711
+9%
建仓
TBBK
BANCORP INC DEL
+$280.9K
5,250
建仓
IBDS
ISHARES TR
+$278.2K
11,415
减持
AZO
AUTOZONE INC
+$269.4K
2,517
-3%
建仓
APD
AIR PRODS & CHEMS INC
+$265.0K
890
减持
VUSB
VANGUARD BD INDEX FDS
-$254.3K
7,630
-41%
增持
—
CNH INDL N V
+$254.1K
74,000
+32%
增持
JNJ
JOHNSON & JOHNSON
+$242.8K
15,185
+0%
建仓
ET
ENERGY TRANSFER L P
+$242.6K
15,115
增持
BAC
BANK AMERICA CORP
+$241.7K
32,785
+23%
清仓
EMQQ
EXCHANGE TRADED CONCEPTS TRU
-$239.2K
0
-100%
建仓
TMUS
T-MOBILE US INC
+$231.1K
1,120
建仓
ETR
ENTERGY CORP NEW
+$230.3K
1,750
增持
HON
HONEYWELL INTL INC
+$229.9K
5,730
+28%
建仓
NKE
NIKE INC
+$228.2K
2,582
增持
EMR
EMERSON ELEC CO
+$224.1K
12,451
+21%
减持
FDX
FEDEX CORP
-$220.9K
8,384
-0%
建仓
CRM
SALESFORCE INC
+$220.6K
806
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$217.5K
500
-17%
清仓
COP
CONOCOPHILLIPS
-$213.0K
0
-100%
建仓
SDY
SPDR SER TR
+$209.5K
1,475
建仓
LOW
LOWES COS INC
+$205.0K
757
建仓
DVY
ISHARES TR
+$202.6K
1,500
减持
DBEU
DBX ETF TR
-$193.9K
33,790
-14%
增持
NEE
NEXTERA ENERGY INC
+$191.7K
13,949
+0%
增持
KO
COCA COLA CO
+$185.2K
22,365
+0%
减持
MINT
PIMCO ETF TR
-$184.4K
3,629
-34%
减持
SCHW
SCHWAB CHARLES CORP
-$179.1K
12,602
-7%
增持
UNP
UNION PAC CORP
+$156.2K
7,698
+0%
增持
GL
GLOBE LIFE INC
+$148.4K
6,272
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$132.9K
748
+36%
增持
SPY
SPDR S&P 500 ETF TR
+$125.9K
3,387
+1%
增持
ABBV
ABBVIE INC
+$125.4K
4,826
+0%
增持
ORCL
ORACLE CORP
+$124.2K
3,384
+6%
增持
MAA
MID-AMER APT CMNTYS INC
+$120.8K
7,381
+0%
增持
NVDA
NVIDIA CORPORATION
+$115.9K
59,251
+3%
增持
GOOG
ALPHABET INC
-$115.2K
8,535
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$114.3K
42,067
-10%
增持
AMZN
AMAZON COM INC
-$93.4K
19,777
+1%
增持
META
META PLATFORMS INC
+$93.1K
796
+11%
增持
TSCO
TRACTOR SUPPLY CO
+$88.2K
4,099
+0%
减持
SCHA
SCHWAB STRATEGIC TR
+$87.5K
23,156
-1%
建仓
WEST
WESTROCK COFFEE CO
+$86.3K
13,271
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$83.5K
15,293
+23%
减持
T
AT&T INC
+$81.9K
43,011
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$79.5K
7,912
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$79.2K
4,322
+16%
增持
EFA
ISHARES TR
+$79.0K
13,953
+0%
增持
MA
MASTERCARD INCORPORATED
+$77.6K
1,265
+2%
增持
VTV
VANGUARD INDEX FDS
+$73.5K
2,776
+8%
增持
SO
SOUTHERN CO
+$73.2K
5,716
+0%
减持
MCD
MCDONALDS CORP
+$71.9K
1,459
-0%
减持
V
VISA INC
+$69.6K
5,613
-0%
增持
COWZ
PACER FDS TR
+$61.8K
12,860
+3%
增持
FHN
FIRST HORIZON CORPORATION
+$59.0K
19,837
+26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$54.3K
14,223
+0%
增持
MSFT
MICROSOFT CORP
+$52.9K
16,767
+5%
减持
VXUS
VANGUARD STAR FDS
-$52.6K
7,385
-16%
增持
PFE
PFIZER INC
+$51.3K
22,428
+5%
增持
PM
PHILIP MORRIS INTL INC
+$47.8K
2,371
+0%
减持
COST
COSTCO WHSL CORP NEW
+$45.2K
1,301
-0%
增持
DHR
DANAHER CORPORATION
+$42.2K
1,178
+3%
减持
CVX
CHEVRON CORP NEW
-$41.8K
3,865
-1%
增持
TFC
TRUIST FINL CORP
+$36.6K
9,192
+0%
减持
—
EXXON MOBIL CORP
-$34.6K
24,554
-3%
减持
D
DOMINION ENERGY INC
+$33.0K
5,430
-5%
减持
CSCO
CISCO SYS INC
+$31.4K
5,963
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$31.4K
62
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$26.0K
1,689
-0%
增持
SCHO
SCHWAB STRATEGIC TR
+$24.4K
8,363
+4%
减持
SCHB
SCHWAB STRATEGIC TR
+$23.1K
7,735
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$23.0K
8,885
+0%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$22.8K
5,906
-12%
增持
VFH
VANGUARD WORLD FD
+$21.1K
2,013
+0%
减持
QQQ
INVESCO QQQ TR
+$19.7K
3,760
-1%
增持
PSX
PHILLIPS 66
-$18.1K
1,873
+0%
减持
IVE
ISHARES TR
+$18.1K
4,746
-6%
减持
TXN
TEXAS INSTRS INC
+$14.4K
1,435
-1%
减持
TCHP
T ROWE PRICE ETF INC
+$13.2K
59,022
-2%
增持
GOOGL
ALPHABET INC
+$10.8K
2,692
+13%
增持
CSX
CSX CORP
+$7.9K
6,921
+0%
减持
ROBO
EXCHANGE TRADED CONCEPTS TRU
-$4.6K
3,900
-5%
减持
CMCSA
COMCAST CORP NEW
+$2.7K
5,053
-5%
减持
VHT
VANGUARD WORLD FD
+$2.7K
1,237
-5%
