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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 124 项
建仓 9
增持 55
减持 46
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IBDS
ISHARES TR
+$15.5M
658,487
+5669%
清仓
—
ISHARES TR
-$15.1M
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$14.8M
183,934
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。
减持
SCHY
SCHWAB STRATEGIC TR
-$6.5M
669,237
-20%
增持
AGG
ISHARES TR
+$6.0M
83,645
+301%
增持
SCHF
SCHWAB STRATEGIC TR
-$5.7M
1,510,853
+85%
增持
EFA
ISHARES TR
+$5.1M
82,568
+492%
增持
SCHV
SCHWAB STRATEGIC TR
+$4.5M
1,024,087
+271%
增持
AMZN
AMAZON COM INC
+$4.5M
37,177
+88%
增持
TOTL
SSGA ACTIVE ETF TR
+$4.3M
168,255
+197%
增持
HEFA
ISHARES TR
+$4.1M
136,474
+609%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.0M
1,369,929
+317%
减持
IHDG
WISDOMTREE TR
-$3.6M
379,246
-14%
增持
IVV
ISHARES TR
+$3.4M
30,052
+21%
建仓
USIG
ISHARES TR
+$1.9M
38,475
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
1,945,979
+217%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
1,229,842
+210%
增持
IEF
ISHARES TR
-$866.2K
182,088
+1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$769.1K
35,006
-17%
减持
IDXX
IDEXX LABS INC
-$739.8K
7,785
-1%
减持
AAPL
APPLE INC
+$715.4K
43,751
-0%
增持
—
ISHARES TR
+$609.6K
642,571
+4%
减持
AZO
AUTOZONE INC
-$605.7K
2,287
-9%
减持
NVDA
NVIDIA CORPORATION
+$515.6K
57,421
-3%
增持
IBDR
ISHARES TR
+$486.8K
664,593
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$440.4K
37,442
-1%
减持
WMT
WALMART INC
+$423.7K
49,249
-1%
建仓
BND
VANGUARD BD INDEX FDS
+$412.9K
5,742
清仓
VUSB
VANGUARD BD INDEX FDS
-$381.0K
0
-100%
清仓
MINT
PIMCO ETF TR
-$365.4K
0
-100%
增持
VFLO
VICTORY PORTFOLIOS II
+$358.1K
32,415
+45%
增持
JPM
JPMORGAN CHASE & CO.
+$306.4K
9,158
+2%
减持
JNJ
JOHNSON & JOHNSON
-$301.8K
14,930
-2%
清仓
TBBK
BANCORP INC DEL
-$280.9K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$265.0K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$258.6K
4,544
+17%
清仓
AMT
AMERICAN TOWER CORP NEW
-$248.4K
0
-100%
减持
—
EXXON MOBIL CORP
-$247.5K
24,456
-0%
清仓
CVS
CVS HEALTH CORP
-$245.2K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$244.4K
0
-100%
建仓
TXRH
TEXAS ROADHOUSE INC
+$243.9K
1,352
建仓
TCAF
T ROWE PRICE ETF INC
+$234.9K
7,061
减持
KO
COCA COLA CO
-$233.3K
22,066
-1%
增持
V
VISA INC
+$230.7K
5,614
+0%
清仓
NKE
NIKE INC
-$228.2K
0
-100%
清仓
CI
THE CIGNA GROUP
-$227.6K
0
-100%
增持
SEIX
VIRTUS ETF TR II
+$226.6K
26,495
+55%
增持
EMR
EMERSON ELEC CO
+$218.5K
12,751
+2%
建仓
DIS
DISNEY WALT CO
+$212.2K
1,905
清仓
CMCSA
COMCAST CORP NEW
-$211.1K
0
-100%
清仓
SDY
SPDR SER TR
-$209.5K
0
-100%
清仓
LOW
LOWES COS INC
-$205.0K
0
-100%
建仓
ENB
ENBRIDGE INC
+$204.9K
4,830
清仓
DVY
ISHARES TR
-$202.6K
0
-100%
减持
UNP
UNION PAC CORP
-$202.2K
7,433
-3%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$202.1K
5,450
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$201.7K
2,725
增持
GOOG
ALPHABET INC
+$200.3K
8,545
+0%
减持
PSA
PUBLIC STORAGE OPER CO
-$196.8K
1,433
-17%
增持
BAC
BANK AMERICA CORP
+$184.0K
33,785
+3%
增持
NEE
NEXTERA ENERGY INC
-$178.7K
13,955
+0%
增持
HON
HONEYWELL INTL INC
+$177.7K
6,030
+5%
增持
IJR
ISHARES TR
+$172.5K
170,257
+2%
增持
SCHO
SCHWAB STRATEGIC TR
-$161.8K
10,298
+23%
减持
DBEU
DBX ETF TR
-$159.6K
30,843
-9%
减持
LLY
ELI LILLY & CO
-$159.0K
1,318
-1%
减持
PEP
PEPSICO INC
-$156.1K
7,419
-2%
增持
VOO
VANGUARD INDEX FDS
+$140.1K
1,683
+16%
减持
MAA
MID-AMER APT CMNTYS INC
-$139.0K
6,689
-9%
减持
PG
PROCTER AND GAMBLE CO
-$133.0K
19,474
-1%
增持
—
CNH INDL N V
+$130.3K
84,000
+14%
减持
IMCG
ISHARES TR
+$127.2K
59,362
-1%
减持
TCHP
T ROWE PRICE ETF INC
+$111.0K
58,197
-1%
增持
TSCO
TRACTOR SUPPLY CO
-$107.4K
20,450
+399%
增持
MSFT
MICROSOFT CORP
-$105.8K
16,866
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$100.0K
5,347
-7%
增持
ABBV
ABBVIE INC
-$95.2K
4,827
+0%
减持
FDX
FEDEX CORP
-$87.5K
7,845
-6%
增持
MOAT
VANECK ETF TRUST
-$83.4K
367,160
+4%
增持
FLOT
ISHARES TR
+$81.4K
7,783
+26%
减持
IVE
ISHARES TR
-$77.8K
4,495
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$75.8K
4,072
-6%
减持
—
PINNACLE FINL PARTNERS INC
-$74.8K
6,899
-22%
减持
QQQ
INVESCO QQQ TR
+$70.9K
3,728
-1%
减持
DHR
DANAHER CORPORATION
-$65.4K
1,142
-3%
减持
T
AT&T INC
-$64.7K
38,716
-10%
增持
DE
DEERE & CO
+$62.8K
3,300
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$62.6K
14,408
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$62.3K
3,955
+25%
增持
MDLZ
MONDELEZ INTL INC
-$61.4K
5,199
+3%
增持
HD
HOME DEPOT INC
-$54.6K
5,871
+2%
减持
FHN
FIRST HORIZON CORPORATION
+$47.7K
17,667
-11%
增持
—
JOHNSON CTLS INTL PLC
+$46.8K
17,800
+2%
增持
SO
SOUTHERN CO
-$43.7K
5,731
+0%
减持
VHT
VANGUARD WORLD FD
-$42.8K
1,207
-2%
减持
CRM
SALESFORCE INC
+$42.2K
786
-2%
减持
D
DOMINION ENERGY INC
-$42.1K
5,044
-7%
减持
TJX
TJX COS INC NEW
+$40.7K
14,242
-0%
增持
RTX
RTX CORPORATION
+$37.9K
10,854
+8%
减持
MMM
3M CO
-$35.6K
2,882
-3%
增持
ETR
ENTERGY CORP NEW
+$35.1K
3,500
+100%
减持
GL
GLOBE LIFE INC
+$34.9K
6,269
-0%
减持
CSCO
CISCO SYS INC
+$32.4K
5,908
-1%
增持
PFE
PFIZER INC
-$31.8K
23,267
+4%
减持
IVW
ISHARES TR
-$27.4K
4,697
-11%
减持
ET
ENERGY TRANSFER L P
+$24.7K
13,645
-10%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$22.4K
13,115
-2%
增持
MCD
MCDONALDS CORP
-$21.1K
1,460
+0%
增持
OSEA
HARBOR ETF TRUST
-$20.2K
42,800
+10%
增持
SCHX
SCHWAB STRATEGIC TR
+$20.0K
35,475
+200%
减持
COST
COSTCO WHSL CORP NEW
-$17.9K
1,239
-5%
增持
VFH
VANGUARD WORLD FD
+$17.6K
2,024
+1%
增持
SCHA
SCHWAB STRATEGIC TR
-$15.9K
45,500
+96%
减持
ORCL
ORACLE CORP
-$15.8K
3,365
-1%
增持
CSX
CSX CORP
-$15.3K
6,933
+0%
增持
META
META PLATFORMS INC
+$15.1K
804
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$14.4K
3,291
-3%
减持
IJH
ISHARES TR
-$13.6K
11,438
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$12.2K
23,205
+200%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$8.9K
14,481
-5%
增持
TFC
TRUIST FINL CORP
+$6.2K
9,207
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
-$5.3K
8,923
+0%
增持
PM
PHILIP MORRIS INTL INC
-$2.2K
2,373
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$897
13,177
-1%
