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Summit Financial Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Summit Financial Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001632283
持仓数
193
前50大市值合计
$615.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 85 项
建仓 7
增持 47
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
—
EATON CORP PLC
-$2.0M
50,517
-21%
增持
DGRO
ISHARES TR
+$1.3M
797,253
+4%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.3M
439,788
-1%
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
UPS
UNITED PARCEL SERVICE INC
-$1.1M
45,694
+1%
增持
MMM
3M CO
-$872.0K
44,066
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$800.0K
238,747
-5%
增持
PFE
PFIZER INC
+$688.0K
158,188
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$685.0K
1,367,371
+3%
建仓
OBK
ORIGIN BANCORP INC
+$602.0K
14,217
增持
—
GARMIN LTD
+$583.0K
51,989
+0%
增持
QCOM
QUALCOMM INC
-$518.0K
44,354
+2%
增持
PFF
ISHARES TR
+$481.0K
725,879
+3%
增持
USB
US BANCORP DEL
+$388.0K
151,182
+0%
增持
HWC
HANCOCK WHITNEY CORPORATION
+$347.0K
127,203
+0%
增持
NOBL
PROSHARES TR
-$337.0K
228,884
+1%
建仓
FANG
DIAMONDBACK ENERGY INC
+$331.0K
3,500
增持
MSFT
MICROSOFT CORP
+$310.0K
10,731
+7%
建仓
C
CITIGROUP INC
+$274.0K
3,900
增持
GPC
GENUINE PARTS CO
-$260.0K
69,095
+1%
增持
IJR
ISHARES TR
-$243.0K
113,709
+1%
增持
MRK
MERCK & CO INC
+$240.0K
60,445
+9%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$234.0K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$211.0K
1,508
清仓
HII
HUNTINGTON INGALLS INDS INC
-$211.0K
0
-100%
增持
AAPL
APPLE INC
+$206.0K
42,470
+0%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$206.0K
0
-100%
建仓
KO
COCA COLA CO
+$205.0K
3,916
增持
HBCP
HOME BANCORP INC
+$193.0K
20,525
+30%
建仓
—
PROSHARES TR
+$175.0K
11,510
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$163.0K
18,348
-2%
增持
FHN
FIRST HORIZON CORPORATION
+$160.0K
131,856
+15%
增持
JPM
JPMORGAN CHASE & CO
+$146.0K
8,087
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$139.0K
75,642
+7%
减持
VO
VANGUARD INDEX FDS
-$132.0K
14,956
-3%
增持
ACWV
ISHARES INC
+$127.0K
139,936
+1%
建仓
ERIC
ERICSSON
+$122.0K
10,930
减持
QQQ
INVESCO QQQ TR
-$115.0K
1,738
-16%
增持
XLE
SELECT SECTOR SPDR TR
+$111.0K
11,139
+28%
增持
SYY
SYSCO CORP
+$104.0K
114,011
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$85.0K
6,277
-3%
减持
—
VIACOMCBS INC
-$81.0K
10,676
-4%
增持
BAC
BK OF AMERICA CORP
+$80.0K
14,665
+11%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$78.0K
101,394
+0%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$74.0K
39,434
-0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$74.0K
35,099
-2%
增持
T
AT&T INC
-$74.0K
288,331
+6%
减持
SCHM
SCHWAB STRATEGIC TR
-$68.0K
12,015
-5%
减持
MA
MASTERCARD INCORPORATED
-$59.0K
1,292
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$59.0K
2,769
-3%
增持
CVS
CVS HEALTH CORP
+$56.0K
23,648
+1%
增持
TSLA
TESLA INC
+$48.0K
378
+5%
增持
INTC
INTEL CORP
-$47.0K
120,234
+5%
增持
AMZN
AMAZON COM INC
-$47.0K
347
+1%
增持
FDD
FIRST TR STOXX EUROPEAN SELE
+$46.0K
466,980
+5%
增持
TU
TELUS CORPORATION
-$41.0K
277,059
+1%
减持
—
FOCUS FINL PARTNERS INC
-$34.0K
31,908
-9%
增持
CVX
CHEVRON CORP NEW
-$33.0K
18,067
+1%
减持
DOW
DOW INC
-$33.0K
5,335
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$30.0K
109,187
+3%
减持
IVV
ISHARES TR
-$25.0K
1,543
-4%
增持
NUV
NUVEEN MUN VALUE FD INC
-$24.0K
197,571
+1%
增持
GLD
SPDR GOLD TR
+$23.0K
4,680
+4%
增持
AVGO
BROADCOM INC
+$23.0K
1,280
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$22.0K
56,309
+2%
减持
TXN
TEXAS INSTRS INC
-$22.0K
4,666
-2%
减持
VUG
VANGUARD INDEX FDS
-$18.0K
139,731
-1%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$18.0K
445,552
-0%
减持
DAL
DELTA AIR LINES INC DEL
-$17.0K
5,820
-5%
减持
RRBI
RED RIVER BANCSHARES INC
-$17.0K
13,350
-1%
增持
ABBV
ABBVIE INC
-$16.0K
5,590
+2%
增持
HD
HOME DEPOT INC
+$16.0K
1,418
+1%
增持
MUB
ISHARES TR
+$15.0K
7,242
+3%
增持
VTI
VANGUARD INDEX FDS
+$15.0K
38,416
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$10.0K
4,392
-1%
增持
HYG
ISHARES TR
+$10.0K
3,004
+5%
增持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$9.0K
66,146
+1%
减持
ITOT
ISHARES TR
-$9.0K
2,337
-4%
减持
FNDA
SCHWAB STRATEGIC TR
-$8.0K
4,028
-0%
增持
F
FORD MTR CO DEL
+$7.0K
24,424
+7%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$6.0K
3,443
+5%
增持
—
EXXON MOBIL CORP
+$5.0K
22,741
+8%
减持
CSCO
CISCO SYS INC
-$3.0K
10,986
-3%
减持
VNQ
VANGUARD INDEX FDS
-$1.0K
3,369
-0%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.0K
5,995
-0%
减持
BOND
PIMCO ETF TR
-$1.0K
1,909
-0%