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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 104 项
建仓 4
增持 50
减持 45
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHZ
SCHWAB STRATEGIC TR
+$6.5M
488,460
+403%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.7M
102,791
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.7M
1,679,078
+11%
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。
增持
DFIC
DIMENSIONAL ETF TRUST
-$3.7M
3,806,450
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.6M
1,737,448
+9%
增持
IVV
ISHARES TR
+$3.0M
130,184
+2%
增持
AVEM
AMERICAN CENTY ETF TR
-$2.5M
844,484
+5%
减持
PKG
PACKAGING CORP AMER
-$2.2M
214,757
-8%
增持
VBK
VANGUARD INDEX FDS
+$1.9M
138,805
+1%
增持
TSLA
TESLA INC
+$1.9M
10,772
+14%
增持
IJH
ISHARES TR
+$1.6M
607,553
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
312,233
+9%
减持
AAPL
APPLE INC
+$1.1M
69,809
-1%
增持
DFGR
DIMENSIONAL ETF TRUST
-$997.9K
741,406
+7%
增持
SCHM
SCHWAB STRATEGIC TR
-$902.1K
1,939,998
+195%
清仓
MZTI
LANCASTER COLONY CORP
-$766.1K
0
-100%
减持
WMT
WALMART INC
+$756.8K
84,810
-1%
增持
ABBV
ABBVIE INC
+$690.1K
9,457
+89%
增持
SCHF
SCHWAB STRATEGIC TR
-$663.9K
294,429
+98%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$540.2K
29,783
-2%
减持
EFA
ISHARES TR
-$523.6K
61,413
-1%
清仓
KR
KROGER CO
-$515.3K
0
-100%
减持
CIVB
CIVISTA BANCSHARES INC
+$448.1K
143,774
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$421.5K
83,198
-0%
增持
JAAA
JANUS DETROIT STR TR
+$376.5K
15,209
+96%
增持
IJR
ISHARES TR
+$357.7K
197,522
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$348.0K
78,288
-1%
减持
MSFT
MICROSOFT CORP
-$333.1K
24,868
-1%
增持
ET
ENERGY TRANSFER L P
+$326.1K
85,475
+2%
增持
SCHB
SCHWAB STRATEGIC TR
-$325.7K
4,053,079
+192%
减持
LLY
ELI LILLY & CO
-$283.1K
2,049
-3%
减持
AMZN
AMAZON COM INC
+$272.7K
8,735
-1%
减持
EFV
ISHARES TR
-$267.5K
46,594
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$254.3K
10,503
-2%
建仓
CENTA
CENTRAL GARDEN & PET CO
+$236.8K
7,165
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$219.6K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$201.7K
0
-100%
建仓
TIP
ISHARES TR
+$200.8K
1,884
清仓
GE
GE AEROSPACE
-$200.3K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$196.7K
5,327
+1%
增持
VOE
VANGUARD INDEX FDS
+$188.4K
2,707
+82%
减持
WS
WORTHINGTON STL INC
-$180.0K
8,696
-35%
减持
GOOGL
ALPHABET INC
+$178.9K
8,248
-1%
增持
PRK
PARK NATL CORP
+$177.1K
10,042
+9%
减持
JNJ
JOHNSON & JOHNSON
-$173.0K
5,207
-9%
增持
IAGG
ISHARES TR
+$168.7K
9,865
+58%
增持
SMMU
PIMCO ETF TR
+$166.4K
12,455
+38%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$161.8K
86,964
+6%
增持
VO
VANGUARD INDEX FDS
+$155.0K
6,449
+10%
减持
UPST
UPSTART HLDGS INC
-$135.2K
4,561
-56%
增持
SCHA
SCHWAB STRATEGIC TR
-$131.6K
1,094,246
+98%
增持
SCHP
SCHWAB STRATEGIC TR
+$127.2K
94,683
+119%
减持
NVDA
NVIDIA CORPORATION
+$123.6K
12,150
-2%
增持
ABT
ABBOTT LABS
+$117.0K
9,603
+13%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$117.0K
13,689
-4%
减持
IWF
ISHARES TR
+$109.4K
5,021
-1%
减持
BND
VANGUARD BD INDEX FDS
-$108.3K
3,623
-26%
减持
NFLX
NETFLIX INC
+$98.0K
550
-1%
增持
QQQ
INVESCO QQQ TR
+$93.4K
1,185
+13%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$92.2K
8,258
+22%
减持
WYY
WIDEPOINT CORP
+$91.9K
91,816
-8%
增持
UA
UNDER ARMOUR INC
+$85.3K
33,195
+71%
减持
DFUV
DIMENSIONAL ETF TRUST
-$82.2K
97,927
-0%
减持
PG
PROCTER AND GAMBLE CO
-$68.0K
11,066
-0%
减持
GOOG
ALPHABET INC
+$65.4K
3,023
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$63.5K
34,542
+300%
增持
VTI
VANGUARD INDEX FDS
+$63.0K
4,826
+2%
减持
IWB
ISHARES TR
+$60.5K
12,722
-1%
减持
NKE
NIKE INC
-$53.7K
3,700
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$53.0K
158,935
+197%
减持
VHT
VANGUARD WORLD FD
-$52.0K
1,706
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$50.1K
538
+1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$49.2K
31,022
+0%
增持
—
EXXON MOBIL CORP
+$46.9K
13,342
+13%
减持
—
EATON CORP PLC
-$45.7K
1,690
-8%
减持
VUG
VANGUARD INDEX FDS
-$42.8K
3,222
-9%
减持
SCHE
SCHWAB STRATEGIC TR
-$37.4K
14,266
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$35.1K
22,839
+4%
增持
VTV
VANGUARD INDEX FDS
-$34.5K
7,185
+0%
增持
SCHC
SCHWAB STRATEGIC TR
-$32.2K
10,276
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$30.0K
5,151
-1%
减持
GEF
GREIF INC
-$27.7K
4,563
-7%
增持
—
MEDTRONIC PLC
-$26.6K
2,769
+1%
增持
MCD
MCDONALDS CORP
-$23.9K
1,698
+0%
减持
IJT
ISHARES TR
-$21.5K
1,941
-5%
减持
WOR
WORTHINGTON ENTERPRISES INC
-$20.8K
13,362
-1%
增持
AEP
AMERICAN ELEC PWR CO INC
-$19.6K
5,270
+7%
增持
META
META PLATFORMS INC
+$16.2K
583
+3%
增持
AGG
ISHARES TR
-$14.6K
6,185
+2%
减持
IWR
ISHARES TR
-$12.9K
28,384
-1%
建仓
FNGR
FINGERMOTION INC
+$12.0K
10,000
减持
QCRH
QCR HOLDINGS INC
-$10.6K
2,987
-12%
减持
VTIP
VANGUARD MALVERN FDS
-$10.6K
6,940
-1%
减持
SPXL
DIREXION SHS ETF TR
+$8.3K
3,242
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$7.7K
5,929
+9%
减持
SPYM
SPDR SER TR
+$7.1K
8,710
-1%
减持
COST
COSTCO WHSL CORP NEW
+$6.1K
353
-1%
增持
CVX
CHEVRON CORP NEW
-$5.9K
2,612
+0%
增持
SCHH
SCHWAB STRATEGIC TR
+$5.4K
23,381
+11%
减持
BAC
BANK AMERICA CORP
+$4.6K
7,776
-8%
增持
ACWI
ISHARES TR
-$4.2K
2,077
+0%
减持
IWM
ISHARES TR
-$3.1K
5,526
-0%
减持
VOO
VANGUARD INDEX FDS
+$1.9K
11,910
-2%
增持
VBR
VANGUARD INDEX FDS
+$66
1,969
+1%
