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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 133 项
建仓 8
增持 76
减持 46
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$5.8M
1,374,580
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.1M
1,572,175
+2%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
60,342
+2%
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
MSFT
MICROSOFT CORP
+$2.6M
18,778
+5%
增持
SCHD
SCHWAB STRATEGIC TR
-$2.5M
1,973,901
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$2.4M
1,244,807
+0%
增持
MOAT
VANECK ETF TRUST
+$2.4M
375,034
+1%
增持
IVV
ISHARES TR
+$2.3M
30,953
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.7M
1,067,441
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.5M
38,449
+2%
增持
SCHY
SCHWAB STRATEGIC TR
+$1.4M
660,984
+0%
建仓
FPI
FARMLAND PARTNERS INC
+$1.1M
97,465
减持
AMZN
AMAZON COM INC
+$1.0M
35,945
-0%
增持
IJR
ISHARES TR
+$905.4K
173,199
+0%
增持
EFA
ISHARES TR
+$869.9K
85,224
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$796.2K
11,595
+11%
增持
AAPL
APPLE INC
-$749.1K
44,844
+0%
增持
VFLO
VICTORY PORTFOLIOS II
+$715.8K
53,810
+55%
增持
IHDG
WISDOMTREE TR
+$712.7K
381,721
+1%
减持
AZO
AUTOZONE INC
-$690.7K
2,091
-6%
增持
—
JOHNSON CTLS INTL PLC
+$610.7K
20,800
+5%
增持
ROK
ROCKWELL AUTOMATION INC
+$571.5K
5,644
+12%
增持
EMR
EMERSON ELEC CO
+$559.8K
17,151
+9%
建仓
NREF
NEXPOINT REAL ESTATE FIN INC
+$552.7K
40,083
增持
BAC
BANK AMERICA CORP
+$503.0K
46,597
+14%
减持
IMCG
ISHARES TR
+$499.4K
58,989
-0%
增持
RTX
RTX CORPORATION
+$471.2K
19,479
+9%
减持
—
EXXON MOBIL CORP
-$466.1K
25,132
-6%
减持
WMT
WALMART INC
+$444.2K
48,489
-1%
增持
GOOG
ALPHABET INC
+$414.4K
9,910
+15%
增持
IEF
ISHARES TR
+$407.4K
191,791
+2%
减持
PG
PROCTER AND GAMBLE CO
-$395.9K
18,157
-6%
减持
JNJ
JOHNSON & JOHNSON
-$388.3K
14,375
-8%
增持
DE
DEERE & CO
+$384.9K
3,803
+15%
增持
IBDS
ISHARES TR
+$377.8K
685,568
+2%
减持
MAA
MID-AMER APT CMNTYS INC
-$345.6K
5,243
-22%
减持
TCHP
T ROWE PRICE ETF INC
+$326.9K
56,047
-4%
增持
HD
HOME DEPOT INC
+$313.8K
7,711
+12%
减持
QQQ
INVESCO QQQ TR
+$299.8K
3,751
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$283.0K
6,660
-31%
增持
ORCL
ORACLE CORP
+$274.7K
3,409
+1%
增持
IBDR
ISHARES TR
+$250.2K
688,575
+1%
增持
HON
HONEYWELL INTL INC
+$244.7K
8,716
+3%
清仓
CVS
CVS HEALTH CORP
-$238.8K
0
-100%
建仓
DIS
DISNEY WALT CO
+$236.6K
1,908
建仓
GE
GE AEROSPACE
+$234.2K
910
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$232.5K
192,260
+0%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$231.2K
2,725
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$228.6K
1,108
+48%
建仓
TDVG
T ROWE PRICE ETF INC
+$222.5K
5,250
建仓
—
EATON CORP PLC
+$220.3K
617
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$216.0K
12,968
-1%
减持
COWZ
PACER FDS TR
-$208.9K
8,990
-30%
建仓
AXON
AXON ENTERPRISE INC
+$208.6K
252
减持
UNP
UNION PAC CORP
-$207.2K
6,735
-9%
减持
HEFA
ISHARES TR
+$205.0K
135,870
-0%
清仓
DVY
ISHARES TR
-$201.4K
0
-100%
增持
—
ISHARES TR
+$186.4K
662,035
+1%
减持
PSA
PUBLIC STORAGE OPER CO
-$176.5K
860
-40%
增持
META
META PLATFORMS INC
+$165.5K
852
+6%
增持
—
CNH INDL N V
+$164.9K
98,000
+9%
减持
PEP
PEPSICO INC
-$161.6K
7,201
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$145.2K
3,145
-2%
增持
OSEA
HARBOR ETF TRUST
+$141.2K
44,125
+2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$138.5K
12,531
-19%
增持
AGG
ISHARES TR
+$133.2K
87,231
+1%
减持
SEIX
VIRTUS ETF TR II
-$132.4K
20,546
-21%
减持
FDX
FEDEX CORP
-$131.1K
7,854
-0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$125.3K
28,263
-4%
清仓
ICLN
ISHARES TR
-$121.7K
0
-100%
增持
ACLC
AMERICAN CENTY ETF TR
+$121.7K
4,860
+38%
增持
SO
SOUTHERN CO
+$113.9K
6,995
+22%
增持
GOOGL
ALPHABET INC
+$113.5K
3,006
+12%
增持
ABBV
ABBVIE INC
-$110.0K
4,857
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$108.6K
12,002
-5%
增持
WFC
WELLS FARGO CO NEW
+$103.2K
7,695
+8%
增持
SCHA
SCHWAB STRATEGIC TR
+$91.0K
40,119
+2%
减持
V
VISA INC
-$89.2K
5,290
-6%
增持
TXRH
TEXAS ROADHOUSE INC
+$88.4K
1,674
+24%
减持
WM
WASTE MGMT INC DEL
-$87.6K
1,395
-21%
减持
KO
COCA COLA CO
-$87.3K
21,103
-4%
减持
NEE
NEXTERA ENERGY INC
-$87.2K
13,000
-7%
减持
MRK
MERCK & CO INC
-$85.5K
6,368
-3%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$78.4K
13,090
-0%
增持
AXP
AMERICAN EXPRESS CO
+$76.8K
1,350
+3%
减持
LLY
ELI LILLY & CO
-$76.2K
1,394
-1%
增持
RY
ROYAL BK CDA
+$76.0K
3,872
+1%
减持
IVW
ISHARES TR
+$75.5K
4,646
-1%
增持
SCHB
SCHWAB STRATEGIC TR
+$71.0K
24,625
+3%
减持
ILCG
ISHARES TR
+$67.0K
8,285
-9%
减持
D
DOMINION ENERGY INC
-$66.4K
3,739
-25%
增持
CVX
CHEVRON CORP NEW
-$65.6K
4,804
+7%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$61.4K
6,006
+2%
增持
CSCO
CISCO SYS INC
+$59.2K
6,108
+3%
增持
PM
PHILIP MORRIS INTL INC
+$58.5K
2,391
+1%
增持
COST
COSTCO WHSL CORP NEW
+$57.0K
1,247
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$56.6K
3,827
-5%
增持
T
AT&T INC
+$55.7K
45,758
+2%
减持
TJX
TJX COS INC NEW
-$51.9K
14,343
-4%
增持
GD
GENERAL DYNAMICS CORP
+$47.8K
1,606
+4%
增持
TSCO
TRACTOR SUPPLY CO
-$45.0K
20,500
+0%
增持
GL
GLOBE LIFE INC
-$44.3K
6,014
+0%
增持
TXN
TEXAS INSTRS INC
+$41.3K
1,428
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$40.0K
7,440
+1400%
减持
SCHO
SCHWAB STRATEGIC TR
-$39.4K
10,632
-13%
减持
IJH
ISHARES TR
+$37.2K
10,964
-0%
增持
FHN
FIRST HORIZON CORPORATION
+$33.0K
18,460
+0%
增持
MA
MASTERCARD INCORPORATED
+$30.4K
1,288
+2%
增持
TMUS
T-MOBILE US INC
-$29.5K
1,130
+1%
增持
FAST
FASTENAL CO
-$28.0K
15,376
+77%
增持
MCD
MCDONALDS CORP
-$27.8K
1,466
+0%
增持
CRM
SALESFORCE INC
+$25.6K
887
+10%
减持
VTV
VANGUARD INDEX FDS
-$24.7K
2,465
-8%
增持
CSX
CSX CORP
+$22.7K
6,961
+0%
增持
VHT
VANGUARD WORLD FD
-$18.9K
1,192
+0%
减持
MDLZ
MONDELEZ INTL INC
-$18.7K
4,953
-5%
增持
TFC
TRUIST FINL CORP
+$17.7K
9,239
+0%
减持
FLOT
ISHARES TR
-$14.4K
6,718
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$13.5K
14,686
+3%
减持
IMCV
ISHARES TR
-$11.7K
4,216
-6%
增持
CME
CME GROUP INC
+$11.5K
855
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$11.4K
9,001
+0%
减持
IVE
ISHARES TR
+$11.3K
4,425
-1%
减持
UDEC
INNOVATOR ETFS TRUST
-$10.2K
10,625
-8%
增持
DUK
DUKE ENERGY CORP NEW
-$10.2K
3,175
+1%
减持
VO
VANGUARD INDEX FDS
+$10.1K
962
-4%
增持
STXS
STEREOTAXIS INC
+$9.8K
21,000
+7%
减持
ABT
ABBOTT LABS
+$9.8K
3,894
-1%
增持
PSX
PHILLIPS 66
-$7.7K
1,875
+0%
增持
ENB
ENBRIDGE INC
+$7.0K
4,877
+1%
增持
PFE
PFIZER INC
-$5.0K
24,115
+4%
增持
TOTL
SSGA ACTIVE ETF TR
-$3.6K
169,644
+0%
减持
MMM
3M CO
+$2.7K
2,798
-3%
