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Summit Financial Strategies, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Summit Financial Strategies, Inc.
报告期 2026-03-31 · CIK 0001625246
持仓数
170
前50大市值合计
$1.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 103 项
建仓 15
增持 40
减持 41
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$32.3M
5,917
-97%
清仓
KODK
EASTMAN KODAK CO
-$9.5M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.5M
652,977
+4%
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
IVV
ISHARES TR
+$5.2M
153,341
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$3.3M
412,461
+6%
增持
AAPL
APPLE INC
+$3.0M
61,222
+10%
增持
EFV
ISHARES TR
+$2.5M
621,358
+10%
减持
IJH
ISHARES TR
+$2.2M
126,565
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.3M
190,513
+5%
增持
MSFT
MICROSOFT CORP
+$1.2M
21,750
+1%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0M
868,510
+3%
减持
IJR
ISHARES TR
+$888.0K
202,980
-1%
减持
MMM
3M CO
-$814.0K
8,405
-36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$766.0K
38,208
-2%
增持
EFA
ISHARES TR
+$529.0K
243,042
+2%
增持
VUG
VANGUARD INDEX FDS
+$520.0K
3,287
+78%
增持
TSLA
TESLA INC
+$514.0K
1,816
+0%
建仓
BNY
BANK NEW YORK MELLON CORP
+$491.0K
8,450
增持
VBK
VANGUARD INDEX FDS
+$479.0K
125,947
+1%
清仓
CMCSA
COMCAST CORP NEW
-$346.0K
0
-100%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$341.0K
3,579
清仓
T
AT&T INC
-$313.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$313.0K
6,521
+1%
清仓
PM
PHILIP MORRIS INTL INC
-$312.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$290.0K
17,899
+45%
增持
WOR
WORTHINGTON INDS INC
+$285.0K
28,193
+18%
建仓
XCHYX
CALAMOS CONV & HIGH INCOME F
+$267.0K
16,489
建仓
NVDA
NVIDIA CORPORATION
+$265.0K
900
建仓
—
DUKE REALTY CORP
+$263.0K
4,000
增持
ABT
ABBOTT LABS
+$259.0K
11,368
+0%
建仓
PFE
PFIZER INC
+$250.0K
4,240
建仓
IVW
ISHARES TR
+$243.0K
2,902
减持
PG
PROCTER AND GAMBLE CO
-$241.0K
13,902
-23%
减持
SPY
SPDR S&P 500 ETF TR
+$231.0K
5,472
-1%
增持
VTV
VANGUARD INDEX FDS
+$229.0K
4,641
+38%
建仓
UNH
UNITEDHEALTH GROUP INC
+$224.0K
446
清仓
MDLZ
MONDELEZ INTL INC
-$215.0K
0
-100%
建仓
CSCO
CISCO SYS INC
+$215.0K
3,391
建仓
VGT
VANGUARD WORLD FDS
+$214.0K
467
减持
EEM
ISHARES TR
-$214.0K
15,602
-19%
建仓
QCRH
QCR HOLDINGS INC
+$212.0K
3,793
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$212.0K
318
清仓
CVS
CVS HEALTH CORP
-$212.0K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$209.0K
1,202
清仓
USB
US BANCORP DEL
-$207.0K
0
-100%
建仓
FNDA
SCHWAB STRATEGIC TR
+$203.0K
3,648
建仓
CVX
CHEVRON CORP NEW
+$202.0K
1,725
减持
VHT
VANGUARD WORLD FDS
-$197.0K
1,986
-32%
减持
CAT
CATERPILLAR INC
-$174.0K
2,320
-32%
减持
VZ
VERIZON COMMUNICATIONS INC
-$153.0K
5,749
-31%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$115.0K
7,270
+48%
减持
TXN
TEXAS INSTRS INC
-$112.0K
6,423
-7%
减持
IWD
ISHARES TR
+$112.0K
10,057
-0%
增持
VTI
VANGUARD INDEX FDS
+$106.0K
5,388
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$103.0K
5,377
+2%
增持
NKE
NIKE INC
+$97.0K
4,452
+0%
增持
ACWX
ISHARES TR
+$95.0K
6,679
+34%
增持
SCHZ
SCHWAB STRATEGIC TR
+$90.0K
121,201
+2%
增持
GOOGL
ALPHABET INC
+$83.0K
322
+1%
增持
MZTI
LANCASTER COLONY CORP
+$83.0K
4,415
+15%
增持
QQQ
INVESCO QQQ TR
+$81.0K
1,432
+5%
减持
MO
ALTRIA GROUP INC
-$76.0K
4,234
-30%
减持
MCD
MCDONALDS CORP
-$75.0K
1,673
-23%
增持
DIS
DISNEY WALT CO
-$73.0K
5,620
+1%
减持
WYY
WIDEPOINT CORP
-$70.0K
13,461
-43%
增持
SCZ
ISHARES TR
+$68.0K
7,118
+17%
增持
PEP
PEPSICO INC
+$65.0K
2,669
+1%
减持
UNP
UNION PAC CORP
-$64.0K
913
-39%
增持
COST
COSTCO WHSL CORP NEW
+$64.0K
504
+2%
减持
JPM
JPMORGAN CHASE & CO
-$59.0K
6,840
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$57.0K
10,173
+9%
增持
IYH
ISHARES TR
+$56.0K
981
+13%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$54.0K
19,869
-5%
增持
ARKG
ARK ETF TR
-$50.0K
5,112
+5%
减持
IYR
ISHARES TR
+$47.0K
3,432
-0%
减持
AGG
ISHARES TR
-$39.0K
8,774
-3%
减持
SCHH
SCHWAB STRATEGIC TR
+$39.0K
6,036
-1%
增持
GOOG
ALPHABET INC
+$39.0K
147
+1%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$32.0K
2,467
+2%
减持
IBP
INSTALLED BLDG PRODS INC
-$30.0K
2,372
-30%
减持
HD
HOME DEPOT INC
+$26.0K
849
-14%
减持
TIP
ISHARES TR
-$26.0K
1,651
-12%
增持
SCHP
SCHWAB STRATEGIC TR
+$26.0K
4,228
+10%
减持
VPU
VANGUARD WORLD FDS
-$25.0K
1,736
-19%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$25.0K
39,055
+5%
减持
SCHC
SCHWAB STRATEGIC TR
-$22.0K
17,426
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$22.0K
8,260
+1%
减持
SPXL
DIREXION SHS ETF TR
+$21.0K
3,156
-22%
减持
UPS
UNITED PARCEL SERVICE INC
-$20.0K
1,043
-22%
增持
DE
DEERE & CO
+$19.0K
1,102
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$18.0K
15,192
-1%
减持
INTC
INTEL CORP
-$15.0K
7,544
-1%
减持
VBR
VANGUARD INDEX FDS
-$15.0K
1,687
-10%
减持
PRK
PARK NATL CORP
+$15.0K
9,284
-10%
减持
KR
KROGER CO
-$14.0K
13,350
-13%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$8.0K
1,707
+3%
减持
—
EXXON MOBIL CORP
+$8.0K
16,068
-3%
减持
IWV
ISHARES TR
+$7.0K
1,549
-7%
减持
BAC
BK OF AMERICA CORP
+$6.0K
12,847
-4%
减持
WMT
WALMART INC
+$6.0K
9,888
-3%
减持
SBUX
STARBUCKS CORP
+$5.0K
1,911
-4%
减持
AMZN
AMAZON COM INC
-$5.0K
294
-2%
增持
META
META PLATFORMS INC
+$3.0K
972
+2%
