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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 119 项
建仓 8
增持 43
减持 62
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$16.1M
1,590,011
+23%
增持
DFIC
DIMENSIONAL ETF TRUST
+$9.2M
3,626,158
+3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$8.6M
1,516,408
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。
+15%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.7M
657,835
+2%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.6M
806,659
+4%
减持
SCHB
SCHWAB STRATEGIC TR
+$4.3M
1,388,012
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.7M
552,016
+6%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.7M
690,694
+6%
增持
VBK
VANGUARD INDEX FDS
+$2.6M
138,110
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.6M
287,772
+11%
减持
IVV
ISHARES TR
+$2.2M
127,731
-2%
减持
IJH
ISHARES TR
+$1.7M
581,991
-1%
减持
AAPL
APPLE INC
+$1.5M
70,251
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
30,505
-2%
减持
IJR
ISHARES TR
+$1.2M
191,525
-4%
增持
TSLA
TESLA INC
+$1.0M
9,451
+29%
减持
WMT
WALMART INC
+$1.0M
85,521
-2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$559.1K
81,909
+13%
增持
VOO
VANGUARD INDEX FDS
+$512.9K
12,158
+3%
建仓
JAAA
JANUS DETROIT STR TR
+$394.7K
7,758
建仓
NFLX
NETFLIX INC
+$392.2K
553
清仓
TIP
ISHARES TR
-$343.0K
0
-100%
清仓
SLV
ISHARES SILVER TR
-$339.4K
0
-100%
清仓
ACWX
ISHARES TR
-$329.3K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$275.2K
0
-100%
减持
CIVB
CIVISTA BANCSHARES INC
+$271.1K
144,608
-3%
增持
PRK
PARK NATL CORP
+$242.8K
9,194
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$242.8K
148,610
-3%
清仓
INTC
INTEL CORP
-$228.1K
0
-100%
减持
DFUV
DIMENSIONAL ETF TRUST
+$226.7K
98,089
-0%
增持
IWR
ISHARES TR
+$222.8K
28,614
+1%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$219.6K
355
减持
AMAT
APPLIED MATLS INC
-$216.3K
5,261
-3%
建仓
MMM
3M CO
+$212.4K
1,554
建仓
DFAW
DIMENSIONAL ETF TRUST
+$203.6K
3,208
建仓
SBUX
STARBUCKS CORP
+$201.7K
2,069
建仓
GE
GE AEROSPACE
+$200.3K
1,062
增持
UPST
UPSTART HLDGS INC
+$199.6K
10,399
+13%
减持
MZTI
LANCASTER COLONY CORP
-$184.6K
4,339
-14%
减持
WOR
WORTHINGTON ENTERPRISES INC
-$181.0K
13,431
-14%
增持
VO
VANGUARD INDEX FDS
+$174.0K
5,869
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$173.8K
79,327
-4%
增持
SCHP
SCHWAB STRATEGIC TR
+$172.9K
43,231
+5%
减持
EFA
ISHARES TR
+$165.6K
61,785
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$156.6K
5,209
+0%
增持
AMZN
AMAZON COM INC
+$147.2K
8,821
+14%
增持
VTV
VANGUARD INDEX FDS
+$143.0K
7,166
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$136.5K
21,981
+6%
减持
SCHX
SCHWAB STRATEGIC TR
-$136.5K
53,516
-9%
减持
AGG
ISHARES TR
-$127.1K
6,062
-21%
增持
MSFT
MICROSOFT CORP
+$126.7K
25,133
+5%
减持
ABBV
ABBVIE INC
+$118.0K
5,016
-1%
增持
META
META PLATFORMS INC
+$117.9K
568
+38%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$115.7K
83,319
-9%
增持
BIL
SPDR SER TR
+$100.4K
3,824
+40%
减持
IWB
ISHARES TR
+$100.1K
12,844
-3%
增持
GOOGL
ALPHABET INC
+$97.7K
8,335
+18%
增持
SPXL
DIREXION SHS ETF TR
+$89.3K
3,285
+7%
增持
IAGG
ISHARES TR
+$86.1K
6,248
+31%
减持
UNH
UNITEDHEALTH GROUP INC
+$83.6K
1,365
-3%
减持
PG
PROCTER AND GAMBLE CO
+$83.5K
11,104
-0%
减持
WYY
WIDEPOINT CORP
-$79.4K
99,567
-3%
减持
ABT
ABBOTT LABS
+$79.0K
8,500
-1%
减持
CAT
CATERPILLAR INC
+$73.3K
1,878
-5%
减持
IWM
ISHARES TR
+$72.4K
5,542
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$72.3K
10,734
-1%
减持
GOOG
ALPHABET INC
-$69.4K
3,052
-3%
增持
KR
KROGER CO
+$68.1K
8,994
+0%
减持
HD
HOME DEPOT INC
+$67.7K
1,320
-3%
减持
IWF
ISHARES TR
-$66.5K
5,080
-6%
减持
AEP
AMERICAN ELEC PWR CO INC
+$64.5K
4,928
-2%
减持
WS
WORTHINGTON STL INC
-$63.2K
13,429
-14%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$63.0K
9,954
-0%
增持
VHT
VANGUARD WORLD FD
+$60.8K
1,718
+8%
增持
NKE
NIKE INC
+$52.9K
3,775
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$49.5K
6,773
-1%
减持
NVDA
NVIDIA CORPORATION
-$48.9K
12,419
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$47.6K
30,990
+0%
增持
VBR
VANGUARD INDEX FDS
+$45.6K
1,943
+3%
增持
SPYM
SPDR SER TR
+$40.8K
8,790
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$40.6K
2,882
+24%
增持
IJT
ISHARES TR
+$40.5K
2,038
+7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$40.0K
14,331
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$39.9K
5,451
+10%
增持
VOE
VANGUARD INDEX FDS
+$39.0K
1,488
+6%
减持
SCHH
SCHWAB STRATEGIC TR
+$37.6K
21,020
-7%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$37.1K
3,768
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$35.5K
8,631
+1%
减持
QCRH
QCR HOLDINGS INC
+$34.6K
3,397
-6%
减持
EFV
ISHARES TR
+$34.3K
47,146
-7%
减持
SCHZ
SCHWAB STRATEGIC TR
+$33.8K
97,165
-3%
减持
LMT
LOCKHEED MARTIN CORP
+$32.2K
533
-11%
增持
LLY
ELI LILLY & CO
-$31.2K
2,105
+1%
减持
DIS
DISNEY WALT CO
-$29.8K
4,103
-4%
减持
BND
VANGUARD BD INDEX FDS
-$29.7K
4,911
-11%
增持
QQQ
INVESCO QQQ TR
+$29.0K
1,049
+4%
减持
USO
UNITED STS OIL FD LP
-$28.5K
2,925
-0%
减持
SMMU
PIMCO ETF TR
-$28.5K
8,998
-7%
减持
VTI
VANGUARD INDEX FDS
+$27.7K
4,716
-4%
减持
VPU
VANGUARD WORLD FD
-$26.3K
1,254
-24%
减持
CVX
CHEVRON CORP NEW
-$25.9K
2,609
-0%
减持
MCD
MCDONALDS CORP
+$22.1K
1,695
-13%
减持
PEP
PEPSICO INC
-$21.9K
1,329
-12%
减持
COST
COSTCO WHSL CORP NEW
-$20.1K
358
-10%
减持
IWV
ISHARES TR
+$19.5K
1,232
-1%
增持
STWD
STARWOOD PPTY TR INC
+$19.1K
10,903
+2%
减持
SCHE
SCHWAB STRATEGIC TR
+$17.8K
14,301
-5%
减持
DGRO
ISHARES TR
+$17.8K
7,692
-5%
建仓
IVDA
IVEDA SOLUTIONS INC
+$16.7K
10,000
增持
VGT
VANGUARD WORLD FD
+$14.5K
528
+3%
增持
VOT
VANGUARD INDEX FDS
+$13.8K
928
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$12.5K
9,992
-11%
减持
DE
DEERE & CO
+$12.3K
966
-8%
减持
—
MEDTRONIC PLC
+$12.3K
2,752
-8%
减持
ACWI
ISHARES TR
-$11.0K
2,076
-10%
减持
VUG
VANGUARD INDEX FDS
+$11.0K
3,556
-2%
清仓
—
IVEDA SOLUTIONS INC
-$5.1K
0
-100%
减持
VTIP
VANGUARD MALVERN FDS
+$1.8K
7,029
-1%
减持
—
EATON CORP PLC
+$1.1K
1,830
-5%
