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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 128 项
建仓 10
增持 67
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
DFIC
DIMENSIONAL ETF TRUST
+$11.5M
3,842,841
-1%
增持
IVV
ISHARES TR
+$10.9M
137,209
+4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$10.5M
2,148,587
+12%
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
AVEM
AMERICAN CENTY ETF TR
+$7.3M
868,539
+0%
增持
IJH
ISHARES TR
+$5.9M
688,843
+9%
减持
SCHB
SCHWAB STRATEGIC TR
+$4.5M
3,696,905
-5%
增持
VBK
VANGUARD INDEX FDS
+$4.3M
139,511
+2%
增持
IJR
ISHARES TR
+$4.2M
241,011
+14%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.8M
1,913,371
+5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.2M
371,598
+14%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.8M
1,948,185
+3%
减持
MSFT
MICROSOFT CORP
+$2.5M
21,360
-2%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.2M
37,347
+644%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
14,176
+11%
减持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
1,813,315
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
26,389
-0%
减持
SCHA
SCHWAB STRATEGIC TR
+$1.3M
1,030,250
-3%
减持
AAPL
APPLE INC
-$1.2M
69,467
-0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.1M
831,157
+3%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$995.5K
79,795
-20%
增持
IWF
ISHARES TR
+$971.8K
7,419
+23%
减持
WMT
WALMART INC
+$828.6K
84,377
-0%
增持
IWB
ISHARES TR
+$788.6K
13,053
+10%
增持
VO
VANGUARD INDEX FDS
+$781.6K
9,563
+31%
增持
TSLA
TESLA INC
+$737.7K
10,698
+4%
增持
NVDA
NVIDIA CORPORATION
+$584.8K
11,637
+1%
减持
CIVB
CIVISTA BANCSHARES INC
+$512.7K
142,951
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$500.6K
10,502
+1%
增持
IWR
ISHARES TR
+$475.7K
31,427
+11%
增持
JAAA
JANUS DETROIT STR TR
+$457.1K
58,396
+18%
建仓
AVUV
AMERICAN CENTY ETF TR
+$401.3K
4,405
减持
BSV
VANGUARD BD INDEX FDS
-$364.8K
3,062
-60%
增持
SMMU
PIMCO ETF TR
+$363.8K
24,324
+42%
减持
SCHX
SCHWAB STRATEGIC TR
+$362.6K
158,153
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$357.1K
5,227
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$353.4K
272,765
-5%
增持
VOE
VANGUARD INDEX FDS
+$351.5K
4,805
+76%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$334.1K
74,746
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$309.9K
478,742
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$307.3K
78,601
-4%
减持
EFA
ISHARES TR
+$298.7K
56,507
-3%
建仓
UPST
UPSTART HLDGS INC
+$272.3K
4,210
建仓
AVDE
AMERICAN CENTY ETF TR
+$259.5K
3,506
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$254.9K
1,870
建仓
T
AT&T INC
+$251.8K
8,701
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$235.6K
799
清仓
CENTA
CENTRAL GARDEN & PET CO
-$234.5K
0
-100%
增持
NFLX
NETFLIX INC
+$227.6K
553
+1%
增持
ABBV
ABBVIE INC
-$220.5K
9,681
+1%
增持
PULS
PGIM ETF TR
+$218.6K
11,701
+60%
清仓
SBUX
STARBUCKS CORP
-$216.4K
0
-100%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$214.1K
795
增持
DE
DEERE & CO
+$212.1K
1,450
+30%
减持
AMZN
AMAZON COM INC
+$210.4K
7,750
-1%
清仓
AVGO
BROADCOM INC
-$209.5K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$205.3K
2,972
增持
GLD
SPDR GOLD TR
+$201.1K
10,425
+1%
建仓
HON
HONEYWELL INTL INC
+$200.8K
862
增持
UNH
UNITEDHEALTH GROUP INC
-$194.8K
1,754
+24%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$193.1K
9,801
+1%
减持
IVW
ISHARES TR
+$188.9K
13,007
-3%
减持
—
JAYUD GLOBAL LOGISTICS LTD
-$188.7K
17,762
-29%
减持
—
EATON CORP PLC
+$179.6K
2,211
-1%
增持
VTI
VANGUARD INDEX FDS
+$156.0K
4,832
+1%
减持
PRK
PARK NATL CORP
+$155.0K
15,450
-4%
增持
PKG
PACKAGING CORP AMER
+$154.5K
243,148
+5%
减持
—
EXXON MOBIL CORP
-$152.0K
12,235
-1%
减持
GOOGL
ALPHABET INC
+$146.2K
6,924
-0%
增持
META
META PLATFORMS INC
+$140.0K
701
+7%
减持
IAGG
ISHARES TR
-$120.8K
8,943
-23%
增持
GOOG
ALPHABET INC
+$115.5K
3,314
+10%
增持
PG
PROCTER AND GAMBLE CO
-$104.2K
9,680
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$102.5K
96,558
-0%
减持
LLY
ELI LILLY & CO
-$97.7K
1,928
-1%
增持
WYY
WIDEPOINT CORP
+$97.0K
117,748
+28%
减持
CAT
CATERPILLAR INC
+$96.9K
1,845
-2%
增持
QQQ
INVESCO QQQ TR
+$92.3K
1,094
+0%
减持
IWM
ISHARES TR
+$86.5K
5,441
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$84.3K
13,477
-0%
减持
SPXL
DIREXION SHS ETF TR
+$80.7K
3,088
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$78.6K
734
+25%
增持
IJT
ISHARES TR
+$76.4K
2,279
+25%
减持
VHT
VANGUARD WORLD FD
-$69.2K
1,429
-11%
增持
CVX
CHEVRON CORP NEW
-$67.1K
2,929
+1%
减持
JNJ
JOHNSON & JOHNSON
-$66.3K
4,915
-0%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$64.4K
36,546
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$63.7K
8,478
+0%
增持
IWD
ISHARES TR
+$61.7K
9,669
+0%
增持
ACWI
ISHARES TR
+$60.7K
2,351
+13%
增持
SCHH
SCHWAB STRATEGIC TR
+$58.1K
23,412
+15%
减持
DIS
DISNEY WALT CO
+$58.1K
3,153
-7%
减持
SCHG
SCHWAB STRATEGIC TR
+$56.1K
26,848
-8%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$54.0K
336
-12%
增持
VTV
VANGUARD INDEX FDS
+$53.6K
8,358
+1%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$51.9K
8,069
+3%
增持
MRK
MERCK & CO INC
-$49.4K
5,773
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$48.5K
109,652
+2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$47.7K
4,126
+8%
增持
SPYM
SPDR SERIES TRUST
+$46.5K
6,470
+0%
增持
BAC
BANK AMERICA CORP
+$45.1K
7,811
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$44.6K
4,998
-3%
增持
NKE
NIKE INC
+$42.1K
4,270
+4%
建仓
GERN
GERON CORP
+$38.1K
27,000
增持
ET
ENERGY TRANSFER L P
-$37.3K
85,184
+0%
减持
SCHC
SCHWAB STRATEGIC TR
+$35.2K
8,517
-7%
减持
AGG
ISHARES TR
-$28.5K
5,578
-5%
减持
JBBB
JANUS DETROIT STR TR
-$28.1K
11,844
-4%
减持
SCHE
SCHWAB STRATEGIC TR
+$27.0K
13,860
-2%
增持
COST
COSTCO WHSL CORP NEW
+$20.5K
358
+1%
增持
IBP
INSTALLED BLDG PRODS INC
+$20.4K
2,110
+0%
增持
PEP
PEPSICO INC
-$19.8K
1,559
+4%
减持
EFV
ISHARES TR
+$18.0K
44,559
-7%
增持
VBR
VANGUARD INDEX FDS
+$16.8K
1,834
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$16.4K
5,578
-2%
增持
MYO
MYOMO INC
-$15.7K
15,000
+50%
增持
MMM
3M CO
+$12.3K
1,580
+2%
增持
HD
HOME DEPOT INC
+$10.8K
1,349
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$9.3K
6,604
-3%
减持
VUG
VANGUARD INDEX FDS
+$8.6K
2,744
-15%
减持
TIP
ISHARES TR
-$8.4K
1,903
-3%
增持
XLE
SELECT SECTOR SPDR TR
-$7.8K
3,084
+7%
减持
VOT
VANGUARD INDEX FDS
-$6.9K
712
-17%
减持
FNGR
FINGERMOTION INC
+$6.6K
14,500
-48%
增持
PLD
PROLOGIS INC.
-$5.7K
1,966
+3%
增持
UNP
UNION PAC CORP
-$3.9K
986
+1%
增持
MPX
MARINE PRODS CORP
+$3.3K
11,250
+2%
增持
—
MEDTRONIC PLC
-$2.8K
2,471
+2%
减持
ABT
ABBOTT LABS
-$2.3K
8,173
-3%
