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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 107 项
建仓 15
增持 53
减持 35
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$23.4M
630,559
+164%
增持
VLO
VALERO ENERGY CORP
+$8.7M
113,930
+2675%
增持
DGRO
ISHARES TR
+$7.7M
852,169
+7%
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
VUG
VANGUARD INDEX FDS
+$4.9M
142,270
+2%
减持
T
AT&T INC
-$3.2M
180,369
-37%
增持
QCOM
QUALCOMM INC
+$3.1M
46,918
+6%
增持
PFE
PFIZER INC
+$2.2M
165,741
+5%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.2M
48,406
+6%
增持
PFF
ISHARES TR
+$1.8M
770,209
+6%
增持
GPC
GENUINE PARTS CO
+$1.6M
71,269
+3%
减持
NOBL
PROSHARES TR
+$1.6M
221,334
-3%
减持
AAPL
APPLE INC
+$1.5M
41,848
-1%
增持
—
EATON CORP PLC
+$1.5M
52,612
+4%
增持
IJR
ISHARES TR
+$1.4M
118,678
+4%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$964.0K
1,848
增持
MMM
3M CO
+$875.0K
47,746
+8%
增持
TU
TELUS CORPORATION
+$874.0K
296,701
+7%
增持
FDD
FIRST TR STOXX EUROPEAN SELE
+$853.0K
504,079
+8%
减持
VTI
VANGUARD INDEX FDS
-$833.0K
31,745
-17%
增持
HWC
HANCOCK WHITNEY CORPORATION
+$820.0K
130,144
+2%
增持
INTC
INTEL CORP
+$814.0K
135,868
+13%
增持
—
GARMIN LTD
-$698.0K
55,284
+6%
增持
ACWV
ISHARES INC
+$697.0K
140,094
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$693.0K
104,521
+3%
建仓
IVW
ISHARES TR
+$681.0K
8,152
增持
SCHF
SCHWAB STRATEGIC TR
+$675.0K
91,634
+21%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$662.0K
446,355
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$655.0K
122,543
+12%
增持
MRK
MERCK & CO INC
+$645.0K
67,327
+11%
增持
SYY
SYSCO CORP
+$642.0K
118,596
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$583.0K
1,413,658
+3%
增持
FHN
FIRST HORIZON CORPORATION
+$508.0K
152,637
+16%
增持
SCHD
SCHWAB STRATEGIC TR
+$493.0K
57,139
+1%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$378.0K
9,655
增持
CVX
CHEVRON CORP NEW
+$377.0K
18,197
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$373.0K
6,422
+2%
建仓
IVE
ISHARES TR
+$361.0K
2,271
增持
—
EXXON MOBIL CORP
+$359.0K
25,744
+13%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$353.0K
9,966
建仓
IJS
ISHARES TR
+$294.0K
2,740
增持
USB
US BANCORP DEL
+$292.0K
157,871
+4%
清仓
C
CITIGROUP INC
-$274.0K
0
-100%
增持
AVGO
BROADCOM INC
+$261.0K
1,315
+3%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$258.0K
2,160
减持
XLE
SELECT SECTOR SPDR TR
-$241.0K
5,722
-49%
建仓
BFST
BUSINESS FIRST BANCSHARES IN
+$237.0K
8,334
减持
F
FORD MTR CO DEL
+$235.0K
23,889
-2%
建仓
TCHP
T ROWE PRICE ETF INC
+$231.0K
7,055
建仓
UNP
UNION PAC CORP
+$227.0K
899
减持
CVS
CVS HEALTH CORP
+$224.0K
21,388
-10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$217.0K
1,500
建仓
LOW
LOWES COS INC
+$213.0K
818
清仓
PG
PROCTER AND GAMBLE CO
-$211.0K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$207.0K
6,008
清仓
VOO
VANGUARD INDEX FDS
-$202.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$201.0K
2,608
减持
—
FOCUS FINL PARTNERS INC
+$196.0K
31,158
-2%
减持
VO
VANGUARD INDEX FDS
+$193.0K
14,749
-1%
减持
MSFT
MICROSOFT CORP
+$191.0K
9,775
-9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$189.0K
33,877
-3%
清仓
—
PROSHARES TR
-$175.0K
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$162.0K
39,977
+1%
减持
—
VIACOMCBS INC
-$122.0K
9,078
-15%
减持
GLD
SPDR GOLD TR
-$113.0K
3,866
-17%
减持
SQ
SQUARE INC
-$112.0K
1,280
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$111.0K
2,185
+33%
增持
GDX
VANECK ETF TRUST
+$99.0K
22,853
+9%
减持
HD
HOME DEPOT INC
+$92.0K
1,348
-5%
增持
OBK
ORIGIN BANCORP INC
+$90.0K
15,667
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$89.0K
4,278
+1%
增持
SCHE
SCHWAB STRATEGIC TR
-$84.0K
448,671
+2%
减持
PEP
PEPSICO INC
+$80.0K
3,631
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$73.0K
3,927
-4%
增持
VNQ
VANGUARD INDEX FDS
+$60.0K
3,503
+4%
减持
BAC
BK OF AMERICA CORP
+$57.0K
14,165
-3%
增持
AMZN
AMAZON COM INC
+$56.0K
357
+3%
增持
NUV
NUVEEN MUN VALUE FD INC
-$48.0K
212,571
+8%
增持
MMD
MAINSTAY MACKAY DEFINEDTERM
+$47.0K
70,521
+7%
减持
IVV
ISHARES TR
+$47.0K
1,485
-4%
减持
UNH
UNITEDHEALTH GROUP INC
+$47.0K
2,299
-17%
减持
QQQ
INVESCO QQQ TR
+$46.0K
1,684
-3%
增持
V
VISA INC
+$44.0K
2,509
+9%
增持
JPM
JPMORGAN CHASE & CO
+$43.0K
8,143
+1%
增持
ARKK
ARK ETF TR
-$41.0K
3,295
+5%
增持
DIS
DISNEY WALT CO
+$36.0K
4,308
+15%
减持
KMB
KIMBERLY-CLARK CORP
+$35.0K
4,312
-2%
增持
CAG
CONAGRA BRANDS INC
+$32.0K
39,426
+1%
增持
KO
COCA COLA CO
+$31.0K
3,920
+0%
减持
MA
MASTERCARD INCORPORATED
+$31.0K
1,278
-1%
减持
MO
ALTRIA GROUP INC
-$28.0K
7,532
-14%
增持
WMT
WALMART INC
+$25.0K
6,620
+1%
减持
WM
WASTE MGMT INC DEL
+$22.0K
3,034
-5%
建仓
—
ION GEOPHYSICAL CORP
+$20.0K
19,800
增持
IP
INTERNATIONAL PAPER CO
-$20.0K
6,322
+9%
减持
MCD
MCDONALDS CORP
+$20.0K
1,129
-4%
减持
PM
PHILIP MORRIS INTL INC
-$19.0K
4,135
-6%
增持
BOND
PIMCO ETF TR
+$17.0K
2,100
+10%
减持
BGB
BLACKSTONE STRATEGIC CREDIT
-$16.0K
29,950
-2%
减持
—
BLACKROCK INC
+$15.0K
280
-3%
减持
MUB
ISHARES TR
-$14.0K
7,118
-2%
减持
GOOG
ALPHABET INC
+$13.0K
353
-7%
减持
FNDA
SCHWAB STRATEGIC TR
+$12.0K
3,957
-2%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$5.0K
72,893
-2%
增持
BA
BOEING CO
+$3.0K
3,099
+4%
减持
HYG
ISHARES TR
-$3.0K
2,999
-0%
增持
SCHO
SCHWAB STRATEGIC TR
-$1.0K
6,015
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.0K
17,498
-5%
