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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 126 项
建仓 8
增持 68
减持 43
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$7.4M
2,060,404
+1%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.6M
1,443,974
+3%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
46,371
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
SCHV
SCHWAB STRATEGIC TR
+$2.8M
1,232,457
+5%
减持
TOTL
SSGA ACTIVE ETF TR
-$2.7M
41,551
-62%
增持
AGG
ISHARES TR
+$2.4M
311,757
+9%
增持
MOAT
VANECK ETF TRUST
-$2.1M
386,988
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.8M
1,618,896
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
1,268,811
+1%
增持
MSFT
MICROSOFT CORP
-$1.3M
20,268
+11%
增持
SCHY
SCHWAB STRATEGIC TR
+$1.2M
608,034
+1%
减持
—
EXXON MOBIL CORP
+$1.2M
24,078
-1%
增持
TLH
ISHARES TR
+$1.1M
173,713
+8%
增持
IJR
ISHARES TR
+$1.0M
176,664
+1%
增持
IVV
ISHARES TR
-$1.0M
31,893
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$890.9K
37,583
-0%
增持
USIG
ISHARES TR
+$805.2K
53,281
+43%
减持
—
CNH INDL N V
-$739.2K
25,000
-77%
增持
WMT
WALMART INC
+$728.2K
48,584
+2%
清仓
—
PINNACLE FINL PARTNERS INC
-$658.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$651.3K
60,056
+1%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$594.5K
6,901
增持
FDX
FEDEX CORP
+$546.3K
7,914
+1%
增持
AAPL
APPLE INC
-$475.7K
43,795
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$472.1K
393,087
+3%
减持
DIA
STATE STR SPDR DOW JONES IND
-$395.9K
12,270
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$365.5K
4,700
+161%
建仓
IBHF
ISHARES TR
+$364.8K
15,896
减持
JNJ
JOHNSON & JOHNSON
+$350.0K
13,121
-5%
增持
CVX
CHEVRON CORPORATION
+$344.0K
5,318
+7%
减持
JPM
JPMORGAN CHASE & CO
-$331.3K
11,588
-0%
清仓
CRM
SALESFORCE INC
-$320.8K
0
-100%
清仓
IVW
ISHARES TR
-$314.6K
0
-100%
减持
IEF
ISHARES TR
-$313.1K
94,687
-3%
减持
TCHP
T ROWE PRICE ETF INC
-$310.8K
54,499
-0%
减持
GOOG
ALPHABET INC
-$304.8K
9,859
-1%
建仓
COP
CONOCOPHILLIPS
+$288.4K
2,185
清仓
SHV
ISHARES TR
-$259.4K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$253.3K
3,196
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$248.6K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$247.6K
1,159
增持
AMZN
AMAZON COM INC
+$245.9K
41,740
+14%
增持
COST
COSTCO WHOLESALE CORPORATION
+$244.9K
1,190
+9%
增持
GOOGL
ALPHABET INC
+$234.1K
4,430
+33%
建仓
NSC
NORFOLK SOUTHN CORP
+$233.9K
815
增持
V
VISA INC
-$226.2K
5,379
+2%
清仓
DIS
DISNEY WALT CO
-$219.1K
0
-100%
减持
LLY
ELI LILLY & CO
-$216.5K
1,384
-0%
建仓
AVGO
BROADCOM INC
+$205.8K
665
清仓
BLK
BLACKROCK INC
-$203.4K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$202.1K
5,522
+18%
增持
IBDS
ISHARES TR
+$195.8K
772,155
+1%
增持
IBDT
ISHARES TR
+$187.4K
739,662
+2%
增持
NEE
NEXTERA ENERGY INC
+$173.1K
13,702
+0%
增持
PG
PROCTER & GAMBLE CO
+$170.1K
19,761
+6%
增持
VFLO
VICTORY PORTFOLIOS II
+$169.9K
80,851
+5%
减持
RTX
RTX CORPORATION
+$169.7K
19,076
-0%
减持
ORCL
ORACLE CORP
-$166.4K
3,278
-2%
减持
—
JOHNSON CONTROLS INTERNATION
+$164.7K
20,500
-3%
增持
VTV
VANGUARD INDEX FDS
+$158.5K
3,022
+33%
增持
PGR
PROGRESSIVE CORP
-$153.9K
5,947
+2%
增持
QQQ
INVESCO QQQ TR
-$151.7K
5,025
+1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$140.6K
24,048
-5%
增持
EFA
ISHARES TR
+$127.4K
86,515
+0%
减持
KO
COCA COLA CO
+$125.0K
20,985
-0%
增持
IHDG
WISDOMTREE TR
-$113.4K
384,949
+0%
增持
IBDU
ISHARES TR
+$110.7K
778,230
+1%
减持
WFC
WELLS FARGO & CO
-$110.2K
7,695
-1%
增持
AKRE
PROFESIONALLY MANAGED PORTFO
-$103.3K
8,254
+0%
增持
PEP
PEPSICO INC
+$99.9K
7,059
+2%
减持
PSX
PHILLIPS 66
+$96.9K
1,877
-1%
减持
IMCG
ISHARES TR
-$94.8K
57,377
-1%
减持
MAA
MID-AMER APT CMNTYS INC
-$93.5K
4,396
-3%
增持
TXN
TEXAS INSTRS INC
+$92.2K
1,751
+23%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$90.9K
3,526
+16%
减持
FAST
FASTENAL CO
+$90.0K
15,399
-1%
减持
EXPD
EXPEDITORS INTL WASH INC
-$87.0K
7,726
-4%
增持
SO
SOUTHERN CO
+$81.8K
7,240
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$81.5K
499
+10%
减持
BKNG
BOOKING HOLDINGS INC
-$75.2K
61
-2%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$72.5K
7,936
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$71.2K
11,895
-0%
增持
MCD
MCDONALDS CORP
+$70.3K
1,734
+13%
减持
GEV
GE VERNOVA INC
+$69.7K
362
-4%
减持
DFUS
DIMENSIONAL ETF TRUST
-$65.8K
14,077
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$65.4K
3,329
+5%
减持
SCHB
SCHWAB STRATEGIC TR
-$60.6K
23,964
-5%
增持
LOW
LOWES COS INC
+$58.3K
1,200
+28%
增持
IJH
ISHARES TR
+$57.6K
5,268
+17%
减持
PFE
PFIZER INC
+$53.9K
19,069
-1%
增持
ABBV
ABBVIE INC
-$53.8K
4,910
+0%
增持
ABT
ABBOTT LABORATORIES
-$53.5K
4,305
+9%
减持
SEIX
VIRTUS ETF TR II
-$53.3K
39,829
-4%
增持
OSEA
HARBOR ETF TRUST
-$52.2K
57,127
+1%
减持
TJX
TJX COS INC NEW
+$44.1K
14,126
-2%
减持
UNP
UNION PAC CORP
+$40.6K
6,406
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$38.0K
6,059
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$37.8K
9,624
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
+$37.6K
11,033
-13%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$37.1K
2,177
+8%
增持
HD
HOME DEPOT INC
-$37.1K
8,025
+3%
增持
ENB
ENBRIDGE INC
+$37.1K
5,495
+1%
减持
EMR
EMERSON ELEC CO
-$34.1K
17,940
-0%
增持
CSX
CSX CORP
+$34.0K
6,998
+0%
增持
BND
VANGUARD BD INDEX FDS
+$32.8K
4,289
+12%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$31.9K
7,006
-6%
减持
DBEU
DBX ETF TR
-$30.4K
27,107
-4%
增持
TCAF
T ROWE PRICE ETF INC
-$29.4K
19,248
+3%
增持
TFC
TRUIST FINL CORP
-$25.2K
7,989
+0%
减持
TDVG
T ROWE PRICE ETF INC
-$23.3K
11,238
-4%
增持
AZO
AUTOZONE INC
+$22.8K
2,046
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
-$21.2K
1,757
+0%
增持
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$20.6K
6,464
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$18.6K
9,105
+0%
增持
VHT
VANGUARD WORLD FD
-$18.3K
1,225
+0%
增持
GE
GE AEROSPACE
+$15.7K
980
+15%
增持
TMUS
T-MOBILE US INC
+$15.0K
1,164
+3%
增持
PM
PHILIP MORRIS INTL INC
+$12.1K
2,396
+0%
减持
IVE
ISHARES TR
-$8.8K
4,268
-1%
减持
DVY
ISHARES TR
+$8.3K
1,500
-3%
减持
CSCO
CISCO SYS INC
-$6.4K
5,987
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$5.9K
37,141
-2%
增持
FHN
FIRST HORIZON CORPORATION
-$3.9K
18,023
+4%
增持
GL
GLOBE LIFE INC
-$3.6K
5,671
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.2K
4,170
-3%
减持
IBDR
ISHARES TR
+$158
20,621
-0%
