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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 94 项
建仓 8
增持 47
减持 30
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFIC
DIMENSIONAL ETF TRUST
+$54.8M
2,893,746
+10197%
减持
EFV
ISHARES TR
-$23.3M
121,167
-81%
减持
SCHF
SCHWAB STRATEGIC TR
-$21.5M
230,422
-74%
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
EFA
ISHARES TR
-$10.0M
90,121
-63%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.2M
50,233
-59%
增持
IVV
ISHARES TR
-$2.5M
150,593
+1%
建仓
CIVB
CIVISTA BANCSHARES INC
+$2.0M
97,883
增持
PKG
PACKAGING CORP AMER
-$1.8M
231,057
+15%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
457,526
+9%
减持
IWB
ISHARES TR
-$1.2M
2,767
-66%
清仓
IWM
ISHARES TR
-$1.0M
0
-100%
减持
IJH
ISHARES TR
-$970.0K
127,043
-0%
增持
JPM
JPMORGAN CHASE & CO
+$948.0K
15,915
+151%
减持
IWR
ISHARES TR
-$923.0K
5,886
-70%
增持
AAPL
APPLE INC
+$849.0K
67,144
+9%
增持
SCHA
SCHWAB STRATEGIC TR
+$814.0K
423,933
+9%
建仓
—
AGILON HEALTH INC
+$780.0K
33,287
增持
IJR
ISHARES TR
-$779.0K
207,126
+2%
增持
PG
PROCTER AND GAMBLE CO
+$647.0K
22,080
+48%
增持
VBK
VANGUARD INDEX FDS
+$505.0K
130,665
+3%
建仓
CSCO
CISCO SYS INC
+$473.0K
11,826
增持
IVW
ISHARES TR
+$369.0K
11,430
+136%
减持
DFUV
DIMENSIONAL ETF TRUST
-$360.0K
99,325
-5%
减持
QQQ
INVESCO QQQ TR
-$343.0K
1,095
-52%
增持
CVX
CHEVRON CORP NEW
+$310.0K
3,895
+126%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$308.0K
7,909
减持
SCHZ
SCHWAB STRATEGIC TR
-$297.0K
107,230
-0%
清仓
SCZ
ISHARES TR
-$290.0K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$279.0K
1,672
建仓
UPS
UNITED PARCEL SERVICE INC
+$247.0K
1,529
增持
TSLA
TESLA INC
+$246.0K
5,737
+203%
建仓
CVS
CVS HEALTH CORP
+$240.0K
2,518
清仓
USO
UNITED STS OIL FD LP
-$235.0K
0
-100%
清仓
ISTB
ISHARES TR
-$235.0K
0
-100%
增持
MRK
MERCK & CO INC
+$223.0K
10,031
+43%
减持
VOO
VANGUARD INDEX FDS
-$223.0K
7,376
-3%
清仓
SCHP
SCHWAB STRATEGIC TR
-$223.0K
0
-100%
清仓
—
DUKE REALTY CORP
-$220.0K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$219.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$213.0K
36,723
+0%
建仓
NSC
NORFOLK SOUTHN CORP
+$212.0K
1,010
清仓
XLE
SELECT SECTOR SPDR TR
-$210.0K
0
-100%
增持
—
EATON CORP PLC
+$207.0K
3,385
+75%
清仓
IYH
ISHARES TR
-$205.0K
0
-100%
减持
EEM
ISHARES TR
-$194.0K
9,171
-28%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$187.0K
18,133
-9%
增持
MSFT
MICROSOFT CORP
+$176.0K
25,167
+14%
减持
SPY
SPDR S&P 500 ETF TR
-$164.0K
4,926
-3%
增持
TIP
ISHARES TR
+$157.0K
3,533
+88%
减持
IWF
ISHARES TR
-$151.0K
5,013
-9%
增持
KR
KROGER CO
+$149.0K
15,847
+38%
增持
WOR
WORTHINGTON INDS INC
-$113.0K
29,607
+5%
增持
DGRO
ISHARES TR
+$110.0K
7,692
+58%
增持
AEP
AMERICAN ELEC PWR CO INC
+$106.0K
4,027
+59%
减持
SCHC
SCHWAB STRATEGIC TR
-$104.0K
15,278
-10%
增持
—
EXXON MOBIL CORP
+$96.0K
14,995
+6%
增持
ABBV
ABBVIE INC
-$89.0K
6,912
+4%
减持
IJT
ISHARES TR
-$85.0K
2,023
-27%
增持
NKE
NIKE INC
-$78.0K
4,426
+1%
增持
JNJ
JOHNSON & JOHNSON
+$78.0K
7,033
+17%
增持
GOOGL
ALPHABET INC
-$75.0K
6,922
+1948%
减持
SCHE
SCHWAB STRATEGIC TR
-$74.0K
15,403
-7%
减持
MCD
MCDONALDS CORP
-$74.0K
2,094
-7%
增持
AMZN
AMAZON COM INC
+$67.0K
8,145
+1%
增持
PFE
PFIZER INC
+$63.0K
6,993
+51%
增持
AGG
ISHARES TR
+$62.0K
9,009
+14%
增持
BSV
VANGUARD BD INDEX FDS
+$52.0K
8,588
+12%
减持
AMAT
APPLIED MATLS INC
-$49.0K
5,319
-0%
增持
MMM
3M CO
+$47.0K
3,106
+36%
减持
IYR
ISHARES TR
-$43.0K
3,563
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$42.0K
11,463
-3%
增持
VTV
VANGUARD INDEX FDS
-$37.0K
4,800
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$36.0K
7,360
-5%
减持
SCHH
SCHWAB STRATEGIC TR
-$33.0K
11,596
-2%
减持
VUG
VANGUARD INDEX FDS
-$30.0K
2,718
-1%
增持
GOOG
ALPHABET INC
-$27.0K
2,860
+1972%
增持
VTI
VANGUARD INDEX FDS
-$26.0K
4,306
+2%
减持
WMT
WALMART INC
+$25.0K
8,911
-4%
增持
ABT
ABBOTT LABS
+$23.0K
11,722
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$19.0K
1,850
+9%
增持
INTC
INTEL CORP
+$18.0K
12,248
+54%
减持
VBR
VANGUARD INDEX FDS
-$18.0K
1,651
-3%
减持
LLY
LILLY ELI & CO
-$15.0K
1,532
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$12.0K
12,563
+11%
增持
VPU
VANGUARD WORLD FDS
-$9.0K
1,653
+3%
增持
SCHB
SCHWAB STRATEGIC TR
-$9.0K
1,377,968
+5%
增持
BAC
BK OF AMERICA CORP
-$7.0K
12,014
+1%
增持
HD
HOME DEPOT INC
+$7.0K
866
+2%
增持
DIS
DISNEY WALT CO
+$6.0K
6,339
+1%
减持
WYY
WIDEPOINT CORP
-$5.0K
21,862
-0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$4.0K
1,890
+7%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$3.0K
4,735
+3%
减持
TXN
TEXAS INSTRS INC
+$2.0K
5,894
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0K
9,947
+34%
