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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 118 项
建仓 8
增持 46
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$85.9M
1,926,980
+1775%
增持
DFIC
DIMENSIONAL ETF TRUST
+$9.6M
3,887,132
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$8.4M
3,882,561
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。
-4%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.4M
1,891,669
+9%
增持
DFLV
DIMENSIONAL ETF TRUST
+$5.1M
1,816,827
+8%
减持
VBK
VANGUARD INDEX FDS
-$4.6M
136,290
-2%
减持
SCHM
SCHWAB STRATEGIC TR
-$4.3M
1,886,684
-3%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.5M
1,057,514
-3%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
4
增持
PKG
PACKAGING CORP AMER
-$2.7M
230,617
+7%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.5M
867,238
+3%
增持
IVV
ISHARES TR
-$2.4M
132,197
+2%
减持
MSFT
MICROSOFT CORP
-$2.3M
21,718
-13%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.3M
807,988
+9%
减持
AAPL
APPLE INC
-$2.0M
69,663
-0%
增持
JAAA
JANUS DETROIT STR TR
+$1.7M
49,428
+225%
减持
TSLA
TESLA INC
-$1.7M
10,266
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$1.2M
7,739
-66%
增持
IJH
ISHARES TR
-$997.7K
631,687
+4%
增持
PRK
PARK NATL CORP
+$707.7K
16,045
+60%
增持
IJR
ISHARES TR
-$638.0K
211,537
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$611.8K
26,497
-11%
建仓
JBBB
JANUS DETROIT STR TR
+$599.1K
12,309
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$595.3K
99,130
+14%
增持
DFAT
DIMENSIONAL ETF TRUST
-$540.6K
327,020
+5%
增持
GLD
SPDR GOLD TR
+$536.1K
10,331
+2%
减持
GOOGL
ALPHABET INC
-$487.2K
6,946
-16%
减持
IWB
ISHARES TR
-$454.8K
11,879
-7%
增持
SCHP
SCHWAB STRATEGIC TR
+$431.4K
106,993
+13%
减持
AMZN
AMAZON COM INC
-$426.5K
7,830
-10%
减持
NVDA
NVIDIA CORPORATION
-$377.9K
11,568
-5%
增持
EFV
ISHARES TR
+$365.8K
47,686
+2%
建仓
PULS
PGIM ETF TR
+$363.6K
7,312
增持
SCHZ
SCHWAB STRATEGIC TR
+$347.8K
493,777
+1%
增持
ABBV
ABBVIE INC
+$336.8K
9,629
+2%
清仓
UPST
UPSTART HLDGS INC
-$280.8K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$260.5K
0
-100%
清仓
QCRH
QCR HOLDINGS INC
-$240.9K
0
-100%
减持
WMT
WALMART INC
-$240.8K
84,540
-0%
增持
SMMU
PIMCO ETF TR
+$235.8K
17,124
+37%
减持
SCHG
SCHWAB STRATEGIC TR
-$234.5K
29,080
-16%
减持
SCHF
SCHWAB STRATEGIC TR
+$227.7K
286,889
-3%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$225.1K
0
-100%
清仓
IYH
ISHARES TR
-$222.6K
0
-100%
减持
CIVB
CIVISTA BANCSHARES INC
-$221.2K
143,489
-0%
建仓
SBUX
STARBUCKS CORP
+$216.4K
2,206
建仓
AVGO
BROADCOM INC
+$209.5K
1,251
减持
PG
PROCTER AND GAMBLE CO
-$208.9K
9,661
-13%
增持
VTV
VANGUARD INDEX FDS
+$207.1K
8,241
+15%
建仓
SO
SOUTHERN CO
+$202.3K
2,200
清仓
DFAW
DIMENSIONAL ETF TRUST
-$200.4K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$195.3K
82,113
-1%
建仓
—
JAYUD GLOBAL LOGISTICS LTD
+$192.3K
25,000
增持
VO
VANGUARD INDEX FDS
+$191.0K
7,325
+14%
减持
SCHX
SCHWAB STRATEGIC TR
-$181.4K
158,636
-0%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$178.7K
9,724
+18%
减持
SPYM
SPDR SER TR
-$176.7K
6,444
-26%
减持
UA
UNDER ARMOUR INC
-$170.3K
13,003
-61%
增持
IWF
ISHARES TR
+$161.8K
6,032
+20%
减持
SPY
SPDR S&P 500 ETF TR
-$146.2K
5,135
-0%
增持
VOO
VANGUARD INDEX FDS
+$143.9K
12,767
+7%
增持
WOR
WORTHINGTON ENTERPRISES INC
+$136.8K
13,431
+1%
减持
IWM
ISHARES TR
-$133.4K
5,452
-1%
减持
VUG
VANGUARD INDEX FDS
-$128.0K
3,221
-0%
减持
DIS
DISNEY WALT CO
-$124.0K
3,373
-18%
增持
DE
DEERE & CO
+$115.9K
1,119
+16%
减持
AMAT
APPLIED MATLS INC
-$114.6K
5,180
-3%
减持
EFA
ISHARES TR
+$109.0K
58,148
-5%
增持
CVX
CHEVRON CORP NEW
+$108.2K
2,908
+11%
增持
AMGN
AMGEN INC
+$96.2K
1,480
+6%
减持
QQQ
INVESCO QQQ TR
-$94.7K
1,090
-8%
减持
ET
ENERGY TRANSFER L P
-$92.7K
85,084
-0%
建仓
MPX
MARINE PRODS CORP
+$92.5K
11,023
减持
VTI
VANGUARD INDEX FDS
-$85.9K
4,776
-1%
增持
IAGG
ISHARES TR
+$85.2K
11,556
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$85.0K
74,300
-5%
减持
AEP
AMERICAN ELEC PWR CO INC
+$77.1K
5,154
-2%
减持
JNJ
JOHNSON & JOHNSON
+$64.0K
4,927
-5%
减持
SCHH
SCHWAB STRATEGIC TR
-$55.1K
20,328
-13%
增持
WS
WORTHINGTON STL INC
-$52.8K
8,839
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$51.7K
1,417
+4%
减持
VBR
VANGUARD INDEX FDS
-$49.5K
1,829
-7%
清仓
IVDA
IVEDA SOLUTIONS INC
-$49.4K
0
-100%
增持
—
EATON CORP PLC
+$48.9K
2,243
+33%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$43.4K
36,514
+18%
减持
VGT
VANGUARD WORLD FD
-$43.0K
526
-0%
减持
MCD
MCDONALDS CORP
+$37.2K
1,695
-0%
增持
META
META PLATFORMS INC
+$36.2K
655
+12%
减持
IJT
ISHARES TR
-$35.9K
1,822
-6%
减持
—
EXXON MOBIL CORP
+$35.7K
12,368
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$35.7K
13,544
-1%
增持
MRK
MERCK & CO INC
-$30.8K
5,641
+4%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$29.5K
3,834
+2%
清仓
—
5E ADVANCED MATERIALS INC
-$28.3K
0
-100%
减持
ABT
ABBOTT LABS
+$27.8K
8,397
-13%
减持
DFUV
DIMENSIONAL ETF TRUST
-$27.2K
96,577
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$26.3K
10,371
-1%
减持
VOT
VANGUARD INDEX FDS
-$26.1K
856
-8%
减持
SCHC
SCHWAB STRATEGIC TR
-$25.2K
9,130
-11%
增持
PEP
PEPSICO INC
+$23.6K
1,505
+13%
减持
VZ
VERIZON COMMUNICATIONS INC
+$20.6K
5,682
-4%
减持
LLY
ELI LILLY & CO
+$18.8K
1,938
-5%
增持
NKE
NIKE INC
-$18.8K
4,115
+11%
减持
DFAC
DIMENSIONAL ETF TRUST
-$18.3K
9,240
-1%
减持
AGG
ISHARES TR
-$17.5K
5,882
-5%
增持
TIP
ISHARES TR
+$17.0K
1,960
+4%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$12.6K
9,536
+3%
增持
FNGR
FINGERMOTION INC
+$10.9K
27,700
+177%
减持
SCHE
SCHWAB STRATEGIC TR
+$10.8K
14,173
-1%
减持
VHT
VANGUARD WORLD FD
-$8.7K
1,602
-6%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$7.0K
7,831
-3%
增持
BIL
SPDR SER TR
+$5.7K
3,874
+1%
减持
VTIP
VANGUARD MALVERN FDS
+$5.3K
6,840
-1%
减持
—
MEDTRONIC PLC
-$3.0K
2,428
-12%
减持
ACWI
ISHARES TR
-$2.4K
2,076
-0%
增持
VOE
VANGUARD INDEX FDS
+$845
2,733
+1%
增持
IBP
INSTALLED BLDG PRODS INC
+$803
2,100
+2%
增持
LMT
LOCKHEED MARTIN CORP
-$111
585
+9%
