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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 111 项
建仓 2
增持 51
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$56.9M
1,295,739
+4346%
增持
DFLV
DIMENSIONAL ETF TRUST
+$13.5M
1,316,900
+61%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.5M
1,399,541
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。
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.2M
777,008
+4%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$3.4M
72,265
+1731%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.0M
649,879
+26%
减持
AAPL
APPLE INC
+$2.7M
70,796
-0%
减持
IJH
ISHARES TR
-$1.8M
590,716
-1%
增持
VBK
VANGUARD INDEX FDS
-$1.1M
137,251
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.0M
258,965
+14%
减持
IJR
ISHARES TR
-$983.5K
198,807
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$719.8K
30,977
-2%
减持
WMT
WALMART INC
+$609.3K
87,149
-1%
增持
PKG
PACKAGING CORP AMER
+$608.8K
234,495
+5%
建仓
SMMU
PIMCO ETF TR
+$482.9K
9,683
减持
MSFT
MICROSOFT CORP
+$482.6K
23,913
-1%
增持
VUG
VANGUARD INDEX FDS
+$388.8K
3,621
+29%
增持
VTV
VANGUARD INDEX FDS
+$379.5K
6,907
+54%
增持
TSLA
TESLA INC
+$349.6K
7,311
+17%
增持
WYY
WIDEPOINT CORP
+$333.2K
103,068
+170%
清仓
DHI
D R HORTON INC
-$310.2K
0
-100%
增持
SCHM
SCHWAB STRATEGIC TR
-$299.6K
642,116
+4%
清仓
SBUX
STARBUCKS CORP
-$266.7K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$262.0K
11,802
+1%
建仓
BIL
SPDR SER TR
+$250.7K
2,731
增持
SCHA
SCHWAB STRATEGIC TR
+$249.2K
520,301
+5%
清仓
IYR
ISHARES TR
-$248.3K
0
-100%
减持
LLY
ELI LILLY & CO
+$248.0K
2,094
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$243.4K
100,558
-4%
减持
IVV
ISHARES TR
+$234.3K
130,672
-4%
增持
WOR
WORTHINGTON ENTERPRISES INC
-$228.0K
15,586
+0%
增持
SPYM
SPDR SER TR
+$225.7K
8,635
+63%
减持
EFA
ISHARES TR
-$221.3K
63,851
-2%
清仓
GE
GENERAL ELECTRIC CO
-$202.1K
0
-100%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$201.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$190.7K
7,053
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
-$186.5K
98,361
-1%
增持
VO
VANGUARD INDEX FDS
+$178.1K
5,677
+19%
减持
PG
PROCTER AND GAMBLE CO
-$171.8K
11,155
-10%
增持
SCHP
SCHWAB STRATEGIC TR
+$171.8K
41,254
+9%
增持
IWF
ISHARES TR
+$163.2K
5,414
+1%
增持
GOOG
ALPHABET INC
+$151.6K
3,160
+12%
减持
AMAT
APPLIED MATLS INC
+$145.9K
5,421
-1%
增持
GLD
SPDR GOLD TR
+$127.6K
10,080
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$125.8K
5,204
+1%
减持
BND
VANGUARD BD INDEX FDS
-$125.4K
5,532
-23%
减持
SCHX
SCHWAB STRATEGIC TR
+$125.0K
58,639
-0%
减持
META
META PLATFORMS INC
-$121.0K
411
-39%
增持
TXN
TEXAS INSTRS INC
+$118.7K
5,791
+0%
增持
NVDA
NVIDIA CORPORATION
+$114.4K
12,604
+689%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$112.2K
6,840
+16%
减持
PEP
PEPSICO INC
-$112.1K
1,503
-27%
增持
VTI
VANGUARD INDEX FDS
+$112.1K
4,889
+6%
减持
DIS
DISNEY WALT CO
-$110.9K
4,275
-2%
减持
CAT
CATERPILLAR INC
-$109.0K
1,985
-6%
减持
IWR
ISHARES TR
-$108.3K
28,358
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$100.4K
20,771
+7%
减持
—
EXXON MOBIL CORP
-$91.8K
11,844
-5%
减持
IWB
ISHARES TR
+$88.4K
13,235
-1%
增持
CIVB
CIVISTA BANCSHARES INC
+$86.5K
148,858
+3%
减持
ABT
ABBOTT LABS
-$86.3K
8,567
-0%
减持
IWV
ISHARES TR
-$81.8K
1,241
-20%
减持
IWM
ISHARES TR
-$81.2K
5,677
-3%
减持
EFV
ISHARES TR
-$76.8K
50,490
-0%
减持
JNJ
JOHNSON & JOHNSON
-$75.2K
5,714
-1%
增持
INTC
INTEL CORP
-$74.6K
7,365
+7%
减持
MRK
MERCK & CO INC
-$73.8K
5,400
-4%
减持
IWD
ISHARES TR
-$72.6K
9,653
-2%
减持
NKE
NIKE INC
-$72.3K
3,725
-1%
增持
KR
KROGER CO
-$64.2K
8,957
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$58.4K
8,565
-14%
减持
ABBV
ABBVIE INC
-$57.1K
5,087
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$56.2K
10,833
-3%
增持
COST
COSTCO WHSL CORP NEW
+$56.1K
397
+3%
减持
SCHH
SCHWAB STRATEGIC TR
-$52.9K
22,504
-9%
增持
HD
HOME DEPOT INC
-$51.1K
1,356
+0%
减持
—
MEDTRONIC PLC
-$50.1K
2,992
-9%
增持
MCD
MCDONALDS CORP
-$43.6K
1,938
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$41.7K
152,735
+1%
减持
DE
DEERE & CO
-$41.3K
1,046
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$40.5K
14,714
-4%
增持
WS
WORTHINGTON STL INC
-$36.4K
15,585
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$33.1K
82,770
-5%
减持
AMZN
AMAZON COM INC
+$22.1K
7,743
-5%
减持
SCHC
SCHWAB STRATEGIC TR
-$22.0K
11,172
-5%
增持
IAGG
ISHARES TR
+$20.9K
4,761
+10%
减持
—
5E ADVANCED MATERIALS INC
-$20.1K
44,280
-19%
减持
SCHE
SCHWAB STRATEGIC TR
+$18.1K
15,041
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$17.2K
91,375
+1%
增持
AGG
ISHARES TR
+$16.3K
7,634
+3%
增持
UA
UNDER ARMOUR INC
+$15.8K
19,415
+25%
增持
XLF
SELECT SECTOR SPDR TR
+$15.2K
5,672
+10%
增持
VBR
VANGUARD INDEX FDS
-$13.5K
1,888
+1%
增持
UNP
UNION PAC CORP
-$13.3K
977
+3%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$13.2K
30,955
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$12.7K
7,104
+2%
增持
DFIC
DIMENSIONAL ETF TRUST
+$11.9K
3,530,233
+2%
减持
IJT
ISHARES TR
-$10.4K
1,898
-2%
减持
SPXL
DIREXION SHS ETF TR
+$10.2K
3,076
-6%
减持
CVX
CHEVRON CORP NEW
-$9.5K
2,622
-1%
减持
QQQ
INVESCO QQQ TR
+$9.3K
1,008
-6%
减持
TIP
ISHARES TR
-$8.0K
3,212
-2%
增持
VOE
VANGUARD INDEX FDS
-$7.4K
1,399
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
+$7.0K
5,028
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$4.8K
2,331
+6%
增持
UPST
UPSTART HLDGS INC
+$3.6K
9,176
+16%
减持
—
AGILON HEALTH INC
+$3.3K
16,569
-4%
减持
BAC
BANK AMERICA CORP
-$3.1K
8,497
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.9K
1,403
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.1K
4,969
+1%
减持
—
EATON CORP PLC
-$1.1K
1,931
-0%
