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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 107 项
建仓 7
增持 38
减持 51
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$5.3M
149,452
-3%
增持
SCHB
SCHWAB STRATEGIC TR
-$4.7M
1,293,928
+98%
减持
VBK
VANGUARD INDEX FDS
-$4.4M
125,369
-0%
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
IJH
ISHARES TR
-$2.0M
126,166
-0%
增持
SCHM
SCHWAB STRATEGIC TR
-$1.8M
413,958
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
37,122
-3%
增持
EFV
ISHARES TR
+$1.6M
655,587
+6%
减持
IJR
ISHARES TR
-$1.6M
200,862
-1%
增持
EFA
ISHARES TR
-$1.2M
243,652
+0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$945.0K
475
-50%
减持
MMM
3M CO
-$931.0K
3,774
-55%
减持
SHW
SHERWIN WILLIAMS CO
-$902.0K
8,136
-2%
增持
VOO
VANGUARD INDEX FDS
+$751.0K
8,667
+33%
增持
SCHA
SCHWAB STRATEGIC TR
-$697.0K
397,213
+108%
减持
SCHZ
SCHWAB STRATEGIC TR
-$574.0K
117,845
-3%
增持
MSFT
MICROSOFT CORP
-$531.0K
22,005
+1%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$490.0K
7,354
+66%
减持
VTI
VANGUARD INDEX FDS
-$439.0K
3,785
-30%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$417.0K
27,702
+55%
减持
ABT
ABBOTT LABS
-$376.0K
10,345
-9%
清仓
IBP
INSTALLED BLDG PRODS INC
-$331.0K
0
-100%
清仓
META
META PLATFORMS INC
-$327.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$286.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$284.0K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$255.0K
2,782
-15%
增持
SCHF
SCHWAB STRATEGIC TR
-$254.0K
912,444
+5%
减持
—
EXXON MOBIL CORP
+$244.0K
14,855
-8%
建仓
USO
UNITED STS OIL FD LP
+$240.0K
3,237
减持
SPY
SPDR S&P 500 ETF TR
-$225.0K
5,257
-4%
清仓
SBUX
STARBUCKS CORP
-$224.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$224.0K
0
-100%
建仓
T
AT&T INC
+$223.0K
9,422
建仓
IJT
ISHARES TR
+$220.0K
1,759
减持
JPM
JPMORGAN CHASE & CO
-$218.0K
6,347
-7%
清仓
CSCO
CISCO SYS INC
-$215.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$212.0K
0
-100%
减持
IWF
ISHARES TR
-$209.0K
5,392
-3%
清仓
XLK
SELECT SECTOR SPDR TR
-$209.0K
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$203.0K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$202.0K
1,812
增持
AMZN
AMAZON COM INC
+$180.0K
356
+21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$172.0K
11,542
+59%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$168.0K
3,465
+40%
减持
NKE
NIKE INC
-$167.0K
4,273
-4%
建仓
EVCM
EVERCOMMERCE INC
+$161.0K
12,226
建仓
UA
UNDER ARMOUR INC
+$160.0K
10,270
增持
SCHX
SCHWAB STRATEGIC TR
-$138.0K
66,380
+103%
减持
SCZ
ISHARES TR
-$135.0K
5,807
-18%
减持
BSV
VANGUARD BD INDEX FDS
-$129.0K
8,891
-13%
减持
TXN
TEXAS INSTRS INC
-$124.0K
5,924
-8%
增持
AAPL
APPLE INC
-$122.0K
61,562
+1%
增持
DE
DEERE & CO
+$121.0K
1,202
+9%
增持
PG
PROCTER AND GAMBLE CO
-$120.0K
14,096
+1%
减持
BAC
BK OF AMERICA CORP
-$104.0K
11,342
-12%
减持
KR
KROGER CO
+$103.0K
12,320
-8%
减持
QQQ
INVESCO QQQ TR
-$102.0K
1,292
-10%
减持
HD
HOME DEPOT INC
-$99.0K
844
-1%
减持
AGG
ISHARES TR
-$95.0K
8,462
-4%
建仓
TDAY
GANNETT CO INC
+$94.0K
20,766
减持
ABBV
ABBVIE INC
+$94.0K
6,291
-8%
增持
WOR
WORTHINGTON INDS INC
-$92.0K
28,194
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$87.0K
16,489
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$78.0K
19,787
-0%
清仓
GAB
GABELLI EQUITY TR INC
-$77.0K
0
-100%
减持
IYH
ISHARES TR
-$74.0K
764
-22%
增持
IVW
ISHARES TR
+$72.0K
4,123
+42%
减持
GLD
SPDR GOLD TR
-$70.0K
9,757
-9%
增持
GEF
GREIF INC
+$62.0K
4,893
+15%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$62.0K
8,369
-12%
减持
PRK
PARK NATL CORP
-$60.0K
9,248
-0%
减持
IWD
ISHARES TR
-$59.0K
9,819
-2%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$57.0K
37,289
-5%
减持
GOOGL
ALPHABET INC
-$57.0K
315
-2%
增持
EEM
ISHARES TR
-$50.0K
15,761
+1%
增持
TSLA
TESLA INC
+$47.0K
1,824
+0%
减持
JNJ
JOHNSON & JOHNSON
-$44.0K
5,462
-8%
减持
PFE
PFIZER INC
-$43.0K
3,995
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$42.0K
5,045
-12%
减持
MCD
MCDONALDS CORP
-$41.0K
1,650
-1%
减持
GOOG
ALPHABET INC
-$40.0K
138
-6%
增持
—
MEDTRONIC PLC
+$37.0K
3,540
+3%
减持
PEP
PEPSICO INC
-$37.0K
2,553
-4%
增持
MRK
MERCK & CO INC
+$34.0K
6,180
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$34.0K
12,212
+127%
增持
WYY
WIDEPOINT CORP
+$30.0K
21,962
+63%
增持
AEP
AMERICAN ELEC PWR CO INC
+$29.0K
2,527
+1%
减持
CAT
CATERPILLAR INC
+$29.0K
2,284
-2%
减持
VTV
VANGUARD INDEX FDS
-$27.0K
4,436
-4%
减持
NVDA
NVIDIA CORPORATION
-$27.0K
871
-3%
增持
IYR
ISHARES TR
-$27.0K
3,434
+0%
减持
CINF
CINCINNATI FINL CORP
-$25.0K
4,052
-20%
增持
DIS
DISNEY WALT CO
+$19.0K
6,485
+15%
减持
LMT
LOCKHEED MARTIN CORP
+$17.0K
614
-14%
减持
LLY
LILLY ELI & CO
-$17.0K
1,238
-8%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$16.0K
1,722
+1%
增持
ACWX
ISHARES TR
-$14.0K
6,825
+2%
减持
VPU
VANGUARD WORLD FDS
-$13.0K
1,603
-8%
减持
TIP
ISHARES TR
-$11.0K
1,620
-2%
增持
SCHP
SCHWAB STRATEGIC TR
-$9.0K
4,241
+0%
增持
SCHH
SCHWAB STRATEGIC TR
-$8.0K
12,453
+106%
减持
QCRH
QCR HOLDINGS INC
-$7.0K
3,614
-5%
增持
SPXL
DIREXION SHS ETF TR
-$7.0K
3,723
+18%
增持
SCHE
SCHWAB STRATEGIC TR
-$3.0K
16,101
+6%
减持
WMT
WALMART INC
+$2.0K
9,624
-3%
增持
VGT
VANGUARD WORLD FDS
+$2.0K
519
+11%
增持
VTIP
VANGUARD MALVERN FDS
+$1.0K
6,570
+1%
增持
INTC
INTEL CORP
+$0
7,857
+4%
