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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 135 项
建仓 17
增持 70
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DFLV
DIMENSIONAL ETF TRUST
+$9.3M
2,201,232
+10%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$9.3M
76,027
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$7.6M
2,450,460
+8%
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。
减持
SCHB
SCHWAB STRATEGIC TR
-$7.6M
3,183,036
-10%
增持
DFIC
DIMENSIONAL ETF TRUST
+$7.4M
3,874,957
+1%
增持
IJH
ISHARES TR
+$6.5M
844,176
+12%
增持
IVV
ISHARES TR
+$6.1M
147,751
+4%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.9M
1,568,534
-9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.5M
2,090,807
+4%
增持
IJR
ISHARES TR
+$3.3M
281,657
+10%
增持
PKG
PACKAGING CORP AMER
-$2.8M
243,253
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.0M
412,629
+6%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.9M
912,824
-9%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.6M
957,430
+10%
减持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
856,409
-0%
增持
AAPL
APPLE INC
+$1.3M
68,912
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.2M
414,423
-11%
减持
SCHF
SCHWAB STRATEGIC TR
-$836.8K
224,678
-16%
减持
MSFT
MICROSOFT CORP
-$767.5K
21,377
-0%
减持
WMT
WALMART INC
+$695.9K
83,659
-0%
增持
JAAA
JANUS DETROIT STR TR
+$653.7K
80,435
+20%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$619.3K
132,043
+10%
增持
GOOGL
ALPHABET INC
+$572.1K
7,248
+4%
增持
IWF
ISHARES TR
+$487.4K
8,951
+12%
减持
LLY
ELI LILLY & CO
+$483.4K
1,820
-6%
建仓
SGOV
ISHARES TR
+$450.2K
4,485
增持
VOO
VANGUARD INDEX FDS
+$431.4K
14,819
+2%
增持
GLD
SPDR GOLD TR
+$425.9K
10,255
+0%
增持
GOOG
ALPHABET INC
+$386.4K
4,369
+8%
减持
—
EATON CORP PLC
-$346.1K
1,490
-32%
增持
AMAT
APPLIED MATLS INC
+$309.5K
5,331
+3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$297.2K
68,523
-7%
建仓
GEV
GE VERNOVA INC
+$292.7K
448
建仓
TUSI
TOUCHSTONE ETF TRUST
+$287.8K
11,359
建仓
CSCO
CISCO SYS INC
+$270.8K
3,516
减持
CIVB
CIVISTA BANCSHARES INC
+$267.5K
142,614
-0%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$261.6K
3,281
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$260.0K
11,831
+17%
建仓
AVGO
BROADCOM INC
+$255.1K
737
建仓
IJJ
ISHARES TR
+$249.0K
1,892
增持
JPM
JPMORGAN CHASE & CO.
+$244.1K
10,754
+5%
增持
CAT
CATERPILLAR INC
+$236.2K
1,949
+6%
增持
AMZN
AMAZON COM INC
+$236.1K
8,365
+8%
建仓
BA
BOEING CO
+$235.3K
1,084
增持
IBP
INSTALLED BLDG PRODS INC
+$230.7K
2,896
+37%
清仓
TIP
ISHARES TR
-$219.5K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$218.5K
383
减持
SCHH
SCHWAB STRATEGIC TR
-$214.8K
13,292
-42%
清仓
BSV
VANGUARD BD INDEX FDS
-$214.8K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$213.9K
0
-100%
清仓
UNP
UNION PAC CORP
-$212.7K
0
-100%
建仓
IEFA
ISHARES TR
+$212.4K
2,374
建仓
XLV
SELECT SECTOR SPDR TR
+$209.4K
1,353
清仓
SO
SOUTHERN CO
-$208.5K
0
-100%
清仓
VOT
VANGUARD INDEX FDS
-$207.1K
0
-100%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$207.1K
6,272
建仓
EURL
DIREXION SHS ETF TR
+$206.4K
5,007
建仓
XLK
SELECT SECTOR SPDR TR
+$205.6K
1,428
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$204.7K
26,009
-2%
增持
VTV
VANGUARD INDEX FDS
+$199.2K
9,206
+10%
增持
JNJ
JOHNSON & JOHNSON
+$188.1K
5,261
+8%
减持
SPXL
DIREXION SHS ETF TR
-$186.5K
1,652
-36%
增持
SMMU
PIMCO ETF TR
+$176.2K
32,759
+12%
增持
PULS
PGIM ETF TR
+$172.7K
16,239
+28%
增持
SPY
SPDR S&P 500 ETF TR
+$170.3K
5,362
+2%
增持
MRK
MERCK & CO INC
+$161.2K
6,074
+7%
增持
NFLX
NETFLIX INC
-$125.4K
6,079
+948%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$122.4K
77,241
-2%
增持
IWD
ISHARES TR
+$121.9K
9,975
+3%
增持
NVDA
NVIDIA CORPORATION
+$118.0K
12,500
+5%
增持
—
EXXON MOBIL CORP
+$115.8K
12,051
+2%
减持
AVLV
AMERICAN CENTY ETF TR
+$111.6K
36,588
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$110.6K
1,482
-15%
建仓
NUVB
NUVATION BIO INC
+$107.5K
12,000
增持
VUG
VANGUARD INDEX FDS
+$103.0K
2,547
+7%
增持
AMGN
AMGEN INC
+$90.0K
1,551
+5%
减持
AGG
ISHARES TR
-$89.7K
4,457
-16%
减持
VBK
VANGUARD INDEX FDS
+$89.5K
138,276
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$88.9K
115,058
+5%
增持
VO
VANGUARD INDEX FDS
+$87.6K
10,081
+4%
减持
HD
HOME DEPOT INC
-$86.1K
1,303
-1%
减持
IWB
ISHARES TR
+$86.1K
12,743
-0%
增持
IAGG
ISHARES TR
+$81.7K
11,820
+19%
增持
VTI
VANGUARD INDEX FDS
+$80.8K
5,096
+3%
减持
DIS
DISNEY WALT CO
-$79.1K
2,476
-21%
增持
VOE
VANGUARD INDEX FDS
+$74.9K
5,201
+7%
增持
ABT
ABBOTT LABS
-$69.7K
8,153
+0%
减持
SCHC
SCHWAB STRATEGIC TR
-$66.3K
6,607
-18%
清仓
UA
UNDER ARMOUR INC
-$62.8K
0
-100%
减持
EFV
ISHARES TR
+$62.0K
41,008
-3%
减持
EFA
ISHARES TR
-$56.6K
53,433
-4%
增持
META
META PLATFORMS INC
+$51.9K
741
+24%
增持
ET
ENERGY TRANSFER L P
-$48.5K
85,238
+1%
增持
DE
DEERE & CO
+$46.2K
1,331
+6%
增持
EFG
ISHARES TR
+$44.9K
3,662
+12%
增持
—
MEDTRONIC PLC
+$40.3K
2,827
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$38.9K
932
+7%
建仓
FEAM
5E ADVANCED MATERIALS INC
+$37.5K
12,286
增持
IWM
ISHARES TR
+$35.4K
5,492
+1%
增持
JBBB
JANUS DETROIT STR TR
+$34.5K
12,807
+7%
增持
IVW
ISHARES TR
+$34.5K
13,019
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$33.8K
6,748
+23%
减持
ABBV
ABBVIE INC
-$32.5K
9,479
-0%
减持
T
AT&T INC
-$31.5K
8,557
-1%
增持
GE
GE AEROSPACE
+$30.1K
837
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$29.6K
795
+9%
减持
VHT
VANGUARD WORLD FD
+$27.6K
1,214
-2%
减持
TSLA
TESLA INC
-$23.8K
10,057
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$20.5K
5,054
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$20.1K
7,265
+8%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$18.5K
3,933
-4%
增持
QQQ
INVESCO QQQ TR
+$18.2K
1,174
+0%
增持
COST
COSTCO WHSL CORP NEW
-$17.8K
403
+2%
清仓
—
AGILON HEALTH INC
-$17.1K
0
-100%
减持
IWR
ISHARES TR
-$16.8K
31,312
-0%
增持
CVX
CHEVRON CORP NEW
+$16.6K
3,072
+6%
减持
SCHE
SCHWAB STRATEGIC TR
-$15.8K
13,113
-2%
增持
PG
PROCTER AND GAMBLE CO
-$11.3K
10,148
+6%
增持
DFEM
DIMENSIONAL ETF TRUST
+$11.1K
6,439
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$10.6K
735
+6%
增持
MYO
MYOMO INC
+$9.4K
25,000
+67%
减持
DGRO
ISHARES TR
+$8.6K
7,692
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$8.1K
2,311
+1%
减持
VGT
VANGUARD WORLD FD
-$6.8K
512
-3%
减持
SPYM
SPDR SERIES TRUST
-$6.5K
9,151
-3%
减持
VBR
VANGUARD INDEX FDS
-$5.5K
1,773
-3%
增持
FNGR
FINGERMOTION INC
-$5.3K
15,202
+0%
减持
VXUS
VANGUARD STAR FDS
+$5.0K
2,958
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$5.0K
26,417
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$3.5K
38,186
+0%
增持
NKE
NIKE INC
-$3.1K
4,625
+8%
清仓
—
JAYUD GLOBAL LOGISTICS LTD
-$2.4K
0
-100%
增持
MPX
MARINE PRODS CORP
+$303
11,432
+2%
增持
ETR
ENTERGY CORP NEW
+$256
2,279
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$252
6,298
+100%
