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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 112 项
建仓 10
增持 48
减持 52
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
DFLV
DIMENSIONAL ETF TRUST
+$7.0M
820,037
+26%
减持
SCHB
SCHWAB STRATEGIC TR
+$6.6M
1,367,918
-1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$5.6M
3,469,081
+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。
减持
IVV
ISHARES TR
+$5.1M
135,570
-2%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.7M
745,826
+9%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.5M
617,408
+2%
减持
PKG
PACKAGING CORP AMER
+$4.2M
222,366
-5%
增持
IJH
ISHARES TR
+$3.1M
599,516
+399%
增持
VBK
VANGUARD INDEX FDS
+$2.9M
135,912
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.6M
517,460
+27%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.3M
227,557
+18%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.8M
496,326
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
31,678
-4%
增持
AAPL
APPLE INC
-$1.4M
71,139
+1%
增持
MSFT
MICROSOFT CORP
+$1.2M
24,257
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
1,597
+83%
增持
VOO
VANGUARD INDEX FDS
+$876.8K
11,734
+8%
增持
WMT
WALMART INC
+$625.3K
87,943
+197%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$607.9K
87,507
-16%
清仓
MHO
M/I HOMES INC
-$497.8K
0
-100%
增持
IJR
ISHARES TR
+$458.4K
200,763
+0%
建仓
CVX
CHEVRON CORP NEW
+$419.7K
2,660
减持
LLY
ELI LILLY & CO
+$393.9K
2,118
-2%
增持
TSLA
TESLA INC
-$373.9K
6,241
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
+$352.3K
99,002
-0%
减持
JPM
JPMORGAN CHASE & CO
+$330.3K
11,220
-0%
清仓
ANF
ABERCROMBIE & FITCH CO
-$315.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$306.7K
1,450
+86%
减持
SCHX
SCHWAB STRATEGIC TR
+$297.6K
58,694
-1%
减持
IWB
ISHARES TR
+$291.4K
13,365
-1%
增持
AMZN
AMAZON COM INC
+$273.8K
8,173
+3%
建仓
SBUX
STARBUCKS CORP
+$266.7K
2,919
减持
SCHF
SCHWAB STRATEGIC TR
+$256.6K
151,456
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$256.2K
19,469
+21%
减持
EFA
ISHARES TR
+$242.3K
65,399
-1%
减持
AMAT
APPLIED MATLS INC
+$234.9K
5,496
-1%
建仓
USO
UNITED STS OIL FD LP
+$230.5K
2,928
减持
SPY
SPDR S&P 500 ETF TR
+$225.3K
5,174
-1%
增持
PG
PROCTER AND GAMBLE CO
+$224.7K
12,398
+2%
建仓
XLF
SELECT SECTOR SPDR TR
+$218.0K
5,175
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$209.5K
7,178
建仓
XLE
SELECT SECTOR SPDR TR
+$207.7K
2,200
建仓
VZ
VERIZON COMMUNICATIONS INC
+$207.1K
4,935
建仓
GE
GENERAL ELECTRIC CO
+$202.1K
1,151
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$201.0K
4,087
减持
—
EXXON MOBIL CORP
+$192.9K
12,520
-1%
增持
VO
VANGUARD INDEX FDS
+$175.7K
4,788
+9%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$174.9K
90,352
-1%
减持
ABT
ABBOTT LABS
-$169.0K
8,591
-17%
减持
IWR
ISHARES TR
+$163.4K
28,631
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$161.2K
29,144
+16%
增持
—
EATON CORP PLC
+$141.6K
1,940
+0%
减持
CAT
CATERPILLAR INC
+$141.3K
2,102
-1%
增持
DIS
DISNEY WALT CO
+$140.7K
4,375
+0%
减持
GLD
SPDR GOLD TR
+$138.3K
9,915
-0%
减持
IWF
ISHARES TR
+$137.4K
5,371
-3%
减持
IWD
ISHARES TR
+$134.1K
9,808
-0%
减持
IVW
ISHARES TR
+$124.1K
13,392
-0%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$122.2K
3,946
-38%
减持
MRK
MERCK & CO INC
+$110.8K
5,626
-3%
减持
VTI
VANGUARD INDEX FDS
+$100.8K
4,601
-0%
增持
GOOGL
ALPHABET INC
+$99.9K
7,249
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$98.9K
37,842
+5%
减持
NKE
NIKE INC
-$97.3K
3,757
-9%
减持
KR
KROGER CO
+$94.7K
8,952
-2%
增持
VUG
VANGUARD INDEX FDS
+$94.1K
2,805
+0%
增持
META
META PLATFORMS INC
+$93.0K
676
+2%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$90.8K
9,973
+0%
减持
SCHG
SCHWAB STRATEGIC TR
+$88.4K
9,945
-1%
增持
DHI
D R HORTON INC
+$88.0K
1,885
+29%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$80.3K
5,918
+11%
建仓
—
5E ADVANCED MATERIALS INC
+$73.7K
55,000
减持
WOR
WORTHINGTON ENTERPRISES INC
+$68.7K
15,518
-0%
减持
INTC
INTEL CORP
-$68.3K
6,854
-7%
减持
DE
DEERE & CO
-$64.7K
1,052
-15%
增持
UPST
UPSTART HLDGS INC
-$64.2K
7,916
+17%
减持
VTV
VANGUARD INDEX FDS
+$56.3K
4,473
-1%
减持
IWM
ISHARES TR
+$55.6K
5,863
-0%
减持
HD
HOME DEPOT INC
+$45.5K
1,350
-1%
增持
BAC
BANK AMERICA CORP
+$45.2K
8,994
+2%
减持
AGG
ISHARES TR
-$43.5K
7,400
-4%
增持
GOOG
ALPHABET INC
+$40.4K
2,811
+2%
减持
ABBV
ABBVIE INC
-$38.7K
5,105
-18%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$37.6K
30,193
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$36.2K
598
-12%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$36.2K
15,402
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$32.6K
104,931
+2%
减持
MCD
MCDONALDS CORP
-$31.5K
1,907
-1%
增持
TXN
TEXAS INSTRS INC
+$24.4K
5,785
+0%
增持
VBR
VANGUARD INDEX FDS
+$23.7K
1,867
+0%
增持
TIP
ISHARES TR
+$22.5K
3,268
+7%
增持
IYH
ISHARES TR
+$17.8K
3,820
+400%
减持
SCHH
SCHWAB STRATEGIC TR
-$17.5K
24,745
-1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$15.6K
3,085
-14%
减持
COST
COSTCO WHSL CORP NEW
+$15.3K
384
-5%
减持
AVLV
AMERICAN CENTY ETF TR
-$15.1K
5,020
-14%
减持
—
MEDTRONIC PLC
-$14.9K
3,277
-10%
增持
WYY
WIDEPOINT CORP
+$14.0K
38,105
+4%
增持
SCHE
SCHWAB STRATEGIC TR
+$13.7K
15,105
+2%
增持
PEP
PEPSICO INC
+$12.9K
2,057
+1%
减持
SLV
ISHARES SILVER TR
+$10.3K
12,773
-1%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$10.3K
3,773
+0%
减持
BND
VANGUARD BD INDEX FDS
-$8.2K
7,214
-0%
减持
VOE
VANGUARD INDEX FDS
+$8.1K
1,397
-3%
增持
STWD
STARWOOD PPTY TR INC
-$7.3K
10,723
+0%
减持
SCHC
SCHWAB STRATEGIC TR
+$5.9K
11,718
-1%
增持
IYR
ISHARES TR
+$5.5K
2,762
+4%
增持
UA
UNDER ARMOUR INC
-$5.3K
15,547
+12%
增持
IAGG
ISHARES TR
+$4.7K
4,339
+2%
减持
EFV
ISHARES TR
+$4.2K
50,639
-4%
减持
VTIP
VANGUARD MALVERN FDS
+$2.0K
6,936
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$305
9,343
-8%
