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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 139 项
建仓 13
增持 50
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VONG
VANGUARD SCOTTSDALE FDS
+$18.0M
248,740
+227%
减持
SCHB
SCHWAB STRATEGIC TR
-$16.4M
2,672,115
-16%
增持
DFLV
DIMENSIONAL ETF TRUST
+$10.7M
2,408,269
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。
+9%
增持
IJH
ISHARES TR
+$9.9M
972,216
+15%
增持
IVV
ISHARES TR
+$8.3M
167,655
+13%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$8.2M
2,639,364
+8%
减持
SCHM
SCHWAB STRATEGIC TR
-$7.5M
1,282,374
-18%
增持
IJR
ISHARES TR
+$6.4M
323,477
+15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.3M
2,226,626
+6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.6M
3,887,458
+0%
减持
SCHA
SCHWAB STRATEGIC TR
-$4.5M
740,763
-19%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.3M
446,289
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$2.9M
1,062,100
+11%
减持
MSFT
MICROSOFT CORP
-$2.5M
21,102
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$2.1M
328,668
-21%
增持
PKG
PACKAGING CORP AMER
+$2.0M
245,657
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.2M
157,489
+19%
建仓
SPTM
SPDR SERIES TRUST
+$964.6K
12,201
增持
AAPL
APPLE INC
-$937.6K
70,124
+2%
减持
WMT
WALMART INC
+$921.4K
82,409
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$920.9K
25,359
-2%
增持
ABBV
ABBVIE INC
+$912.0K
14,151
+49%
建仓
SPSM
SPDR SERIES TRUST
+$891.8K
18,456
增持
VOO
VANGUARD INDEX FDS
+$888.6K
17,039
+15%
减持
AVEM
AMERICAN CENTY ETF TR
+$867.7K
829,341
-3%
增持
TSLA
TESLA INC
-$764.5K
10,110
+1%
建仓
SPDW
SPDR INDEX SHS FDS
+$735.3K
16,107
增持
—
EXXON MOBIL CORP
+$629.3K
12,257
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$494.1K
15,021
+27%
增持
JAAA
JANUS DETROIT STR TR
+$492.8K
90,554
+13%
减持
SCHF
SCHWAB STRATEGIC TR
-$471.8K
199,171
-11%
减持
EFA
ISHARES TR
-$382.3K
48,891
-9%
增持
SCHE
SCHWAB STRATEGIC TR
+$363.9K
24,077
+84%
减持
JPM
JPMORGAN CHASE & CO
-$347.1K
10,600
-1%
减持
GLD
SPDR GOLD TR
+$345.9K
10,249
-0%
增持
SCHC
SCHWAB STRATEGIC TR
+$320.5K
13,294
+101%
减持
IWB
ISHARES TR
-$312.8K
12,469
-2%
减持
LLY
ELI LILLY & CO
-$300.3K
1,800
-1%
增持
VOE
VANGUARD INDEX FDS
+$298.0K
6,623
+27%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$297.6K
62,649
-9%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$287.0K
5,181
-3%
减持
VTI
VANGUARD INDEX FDS
-$280.0K
4,453
-13%
建仓
VB
VANGUARD INDEX FDS
+$270.2K
1,031
清仓
AVGO
BROADCOM INC
-$255.1K
0
-100%
增持
IWF
ISHARES TR
-$254.8K
9,338
+4%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$254.3K
1,182
增持
ET
ENERGY TRANSFER L P
+$239.6K
85,242
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$236.8K
78,995
+2%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$235.4K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$228.1K
1,009
清仓
IUSG
ISHARES TR
-$221.7K
0
-100%
减持
SGOV
ISHARES TR
-$221.6K
2,271
-49%
减持
AMZN
AMAZON COM INC
-$218.0K
8,224
-2%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$216.5K
975
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$214.0K
0
-100%
建仓
ANF
ABERCROMBIE & FITCH CO
+$212.6K
2,327
建仓
SO
SOUTHERN CO
+$212.3K
2,200
清仓
XLV
SELECT SECTOR SPDR TR
-$209.4K
0
-100%
清仓
EURL
DIREXION SHS ETF TR
-$206.4K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$205.6K
2,374
-7%
清仓
XLK
SELECT SECTOR SPDR TR
-$205.6K
0
-100%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$203.6K
4,033
清仓
USO
UNITED STS OIL FD LP
-$202.3K
0
-100%
建仓
INTC
INTEL CORP
+$200.6K
4,545
减持
GOOG
ALPHABET INC
-$197.7K
4,090
-6%
增持
SCHX
SCHWAB STRATEGIC TR
-$193.9K
158,494
+0%
减持
EFV
ISHARES TR
-$189.1K
36,843
-10%
减持
VTV
VANGUARD INDEX FDS
-$180.2K
8,043
-13%
增持
VO
VANGUARD INDEX FDS
+$171.8K
10,786
+7%
减持
AVLV
AMERICAN CENTY ETF TR
+$171.1K
36,514
-0%
增持
SPXL
DIREXION SHARES ETF TRUST
+$170.1K
2,891
+75%
增持
PULS
PGIM ETF TR
+$165.6K
19,613
+21%
增持
SMMU
PIMCO ETF TR
+$161.8K
35,954
+10%
减持
CVX
CHEVRON CORPORATION
+$159.5K
3,034
-1%
增持
IVW
ISHARES TR
-$131.0K
13,029
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$128.2K
119,355
+4%
增持
NVDA
NVIDIA CORPORATION
-$128.1K
12,633
+1%
减持
JNJ
JOHNSON & JOHNSON
+$124.1K
4,962
-6%
减持
DFUV
DIMENSIONAL ETF TRUST
+$122.1K
95,351
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$108.4K
1,407
-5%
清仓
NUVB
NUVATION BIO INC
-$107.5K
0
-100%
减持
DE
DEERE & CO
+$106.4K
1,289
-3%
减持
XLE
SELECT SECTOR SPDR TR
+$102.9K
6,276
-0%
减持
EFG
ISHARES TR
-$101.3K
2,836
-23%
清仓
MPX
MARINE PRODS CORP
-$100.1K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$99.5K
918
-24%
增持
SCHH
SCHWAB STRATEGIC TR
+$96.9K
17,431
+31%
减持
IAGG
ISHARES TR
-$93.9K
9,937
-16%
减持
SCHG
SCHWAB STRATEGIC TR
-$92.2K
26,415
-0%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$90.1K
300
-11%
减持
MRK
MERCK & CO INC
+$89.3K
6,057
-0%
建仓
—
STELLANTIS N.V
+$83.2K
11,733
增持
AVDE
AMERICAN CENTY ETF TR
+$72.2K
4,253
+21%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$69.0K
37,926
-1%
减持
CSCO
CISCO SYS INC
-$64.5K
2,658
-24%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$62.3K
2,382
+3%
减持
—
MEDTRONIC PLC
-$61.2K
2,428
-14%
减持
VTIP
VANGUARD MALVERN FDS
-$60.2K
5,989
-18%
减持
LMT
LOCKHEED MARTIN CORP
+$59.1K
686
-7%
增持
COST
COSTCO WHOLESALE CORPORATION
+$59.1K
408
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$58.3K
2,564
-22%
建仓
UA
UNDER ARMOUR INC
+$57.9K
10,000
减持
HD
HOME DEPOT INC
-$56.7K
1,191
-9%
减持
XLF
SELECT SECTOR SPDR TR
-$56.3K
5,184
-9%
减持
NKE
NIKE INC
-$51.7K
4,599
-1%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$51.6K
6,544
-18%
减持
EEM
ISHARES TR
-$51.6K
7,296
-14%
增持
ABT
ABBOTT LABORATORIES
-$49.8K
9,465
+16%
减持
—
EATON CORP PLC
+$47.6K
1,460
-2%
增持
VBK
VANGUARD INDEX FDS
+$46.6K
138,366
+0%
减持
SPYM
SPDR SERIES TRUST
-$46.3K
8,986
-2%
减持
DIS
DISNEY WALT CO
-$45.8K
2,447
-1%
减持
PG
PROCTER & GAMBLE CO
-$43.3K
9,769
-4%
增持
AGG
ISHARES TR
+$41.3K
4,900
+10%
增持
GOOGL
ALPHABET INC
-$40.6K
7,748
+7%
增持
META
META PLATFORMS INC
-$33.6K
797
+8%
增持
IWM
ISHARES TR
+$28.4K
5,565
+1%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$26.9K
6,602
+5%
减持
T
AT&T INC
+$26.5K
8,247
-4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$26.3K
8,861
-7%
减持
IWV
ISHARES TR
-$24.0K
1,221
-1%
减持
JBBB
JANUS DETROIT STR TR
-$22.8K
12,618
-1%
增持
VPU
VANGUARD WORLD FD
+$20.6K
1,275
+2%
增持
MA
MASTERCARD INCORPORATED
-$16.3K
405
+6%
增持
VBR
VANGUARD INDEX FDS
+$16.1K
1,803
+2%
减持
IWR
ISHARES TR
+$14.8K
31,155
-1%
增持
BIL
SPDR SERIES TRUST
+$13.9K
4,015
+4%
增持
GERN
GERON CORP
+$12.0K
32,000
+19%
减持
ACWI
ISHARES TR
-$10.5K
2,328
-1%
减持
IEFA
ISHARES TR
-$10.0K
2,236
-6%
减持
DFEM
DIMENSIONAL ETF TRUST
+$8.8K
6,419
-0%
减持
AVUV
AMERICAN CENTY ETF TR
+$8.7K
4,145
-6%
减持
NFLX
NETFLIX INC.
-$8.2K
5,842
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$6.4K
857
-8%
增持
VXUS
VANGUARD STAR FDS
+$6.4K
2,977
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.8K
5,360
-21%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$4.4K
13,002
-2%
减持
FNGR
FINGERMOTION INC
-$3.8K
15,002
-1%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$2.0K
3,783
-4%
