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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 121 项
建仓 11
增持 49
减持 40
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$25.1M
211,116
-67%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$15.7M
461,421
减持
ACWV
ISHARES INC
-$14.5M
5,223
-96%
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
FMAR
FIRST TR EXCHNG TRADED FD VI
-$14.4M
12,360
-97%
增持
SCHF
SCHWAB STRATEGIC TR
+$13.6M
468,410
+411%
增持
IP
INVESCO ADVANTAGE MUN INCOME
+$8.2M
232,027
+3570%
增持
VUG
VANGUARD INDEX FDS
-$3.1M
146,970
+3%
增持
—
GARMIN LTD
+$2.2M
80,959
+46%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.2M
117,055
+12%
减持
PFE
PFIZER INC
-$2.1M
134,474
-19%
增持
TU
TELUS CORPORATION
+$1.8M
334,672
+13%
增持
QCOM
QUALCOMM INC
-$1.6M
47,096
+0%
减持
VLO
VALERO ENERGY CORP
+$1.5M
102,809
-10%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
40,190
+27%
减持
SYY
SYSCO CORP
-$999.0K
105,248
-11%
增持
DGRO
ISHARES TR
-$984.0K
876,027
+3%
增持
UPS
UNITED PARCEL SERVICE INC
+$968.0K
53,560
+11%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$964.0K
0
-100%
增持
NOBL
PROSHARES TR
+$952.0K
240,206
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$830.0K
144,909
+18%
增持
IJR
ISHARES TR
-$769.0K
121,249
+2%
增持
MRK
MERCK CO INC
+$712.0K
71,867
+7%
减持
HWC
HANCOCK WHITNEY CORPORATION
-$703.0K
117,172
-10%
清仓
IVW
ISHARES TR
-$681.0K
0
-100%
减持
FHN
FIRST HORIZON CORPORATION
+$571.0K
137,396
-10%
清仓
VKI
INVESCO ADVANTAGE MUN INCOME
-$539.0K
0
-100%
增持
SCHE
SCHWAB STRATEGIC TR
-$533.0K
460,495
+3%
减持
MSFT
MICROSOFT CORP
-$528.0K
8,719
-11%
增持
INTC
INTEL CORP
+$508.0K
155,939
+15%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$462.0K
3,554
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$448.0K
31,110
-8%
增持
FPE
FIRST TR EXCH TRADED FD III
+$417.0K
1,529,249
+8%
减持
SPY
SPDR SP 500 ETF TR
-$404.0K
5,896
-8%
建仓
CLST
CATALYST BANCORP INC
+$366.0K
26,800
清仓
IVE
ISHARES TR
-$361.0K
0
-100%
减持
—
EXXON MOBIL CORP
-$351.0K
16,298
-37%
减持
CVX
CHEVRON CORP NEW
+$348.0K
15,707
-14%
减持
JPM
JPMORGAN CHASE CO
-$348.0K
7,477
-8%
减持
VO
VANGUARD INDEX FDS
-$322.0K
14,344
-3%
清仓
SCHO
SCHWAB STRATEGIC TR
-$306.0K
0
-100%
减持
AAPL
APPLE INC
-$301.0K
41,342
-1%
清仓
IJS
ISHARES TR
-$294.0K
0
-100%
建仓
SHEL
SHELL PLC
+$294.0K
5,345
清仓
AFL
AFLAC INC
-$288.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$287.0K
2,777
+21%
清仓
NTAP
NETAPP INC
-$270.0K
0
-100%
清仓
HYG
ISHARES TR
-$260.0K
0
-100%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$235.0K
68,893
-5%
清仓
TCHP
T ROWE PRICE ETF INC
-$231.0K
0
-100%
建仓
CRM
SALESFORCE COM INC
+$230.0K
1,085
清仓
BOND
PIMCO ETF TR
-$228.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$227.0K
0
-100%
增持
FDD
FIRST TR STOXX EUROPEAN SELE
+$226.0K
569,710
+13%
清仓
FNDA
SCHWAB STRATEGIC TR
-$224.0K
0
-100%
减持
IVV
ISHARES TR
-$222.0K
1,079
-27%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$217.0K
0
-100%
建仓
NEM
NEWMONT CORP
+$216.0K
2,722
清仓
LOW
LOWES COS INC
-$213.0K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$207.0K
0
-100%
建仓
AMLP
ALPS ETF TR
+$206.0K
5,390
建仓
JNJ
JOHNSON JOHNSON
+$206.0K
1,162
清仓
AOM
ISHARES TR
-$204.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$201.0K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$200.0K
1,691
清仓
SQ
SQUARE INC
-$200.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$192.0K
20,150
-6%
减持
HD
HOME DEPOT INC
-$192.0K
1,220
-9%
减持
QQQ
INVESCO QQQ TR
-$174.0K
1,363
-19%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$164.0K
35,305
-12%
增持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$161.0K
71,220
+1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$157.0K
2,695
-22%
减持
CSCO
CISCO SYS INC
-$156.0K
9,269
-16%
减持
AMZN
AMAZON COM INC
-$156.0K
319
-11%
减持
GDX
VANECK ETF TRUST
+$151.0K
22,623
-1%
减持
AVGO
BROADCOM INC
-$147.0K
1,167
-11%
增持
GPC
GENUINE PARTS CO
+$136.0K
80,444
+13%
减持
ABBV
ABBVIE INC
+$134.0K
5,490
-2%
建仓
DNOW
NOW INC
+$131.0K
11,900
减持
KMB
KIMBERLY-CLARK CORP
-$128.0K
3,973
-8%
减持
VNQ
VANGUARD INDEX FDS
-$123.0K
2,586
-26%
清仓
ERIC
ERICSSON
-$120.0K
0
-100%
减持
TGT
TARGET CORP
-$118.0K
1,084
-27%
增持
PFF
ISHARES TR
+$115.0K
826,654
+7%
增持
USB
US BANCORP DEL
+$114.0K
176,705
+12%
减持
OBK
ORIGIN BANCORP INC
-$102.0K
13,942
-11%
增持
BAC
BK OF AMERICA CORP
-$92.0K
14,264
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$92.0K
16,146
-8%
建仓
—
US WELL SERVICES INC
+$88.0K
80,000
增持
MMM
3M CO
-$86.0K
57,219
+20%
增持
BA
BOEING CO
+$84.0K
3,894
+26%
增持
—
PARAMOUNT GLOBAL
+$81.0K
10,083
+11%
减持
SBI
WESTERN ASSET INTER MUNI FD
-$79.0K
69,756
-2%
增持
NUV
NUVEEN MUN VALUE FD INC
+$69.0K
235,671
+11%
增持
T
ATT INC
+$68.0K
198,612
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$62.0K
3,900
-1%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$52.0K
10,061
-33%
增持
WMT
WALMART INC
+$52.0K
6,660
+1%
增持
V
VISA INC
+$46.0K
2,725
+9%
减持
CAG
CONAGRA BRANDS INC
-$44.0K
38,850
-1%
增持
DOW
DOW INC
+$44.0K
5,585
+5%
增持
LW
LAMB WESTON HLDGS INC
-$34.0K
13,216
+1%
增持
—
EATON CORP PLC
-$33.0K
59,224
+13%
增持
TXN
TEXAS INSTRS INC
-$32.0K
4,676
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$31.0K
58,839
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$26.0K
4,095
-28%
增持
MUB
ISHARES TR
-$24.0K
7,327
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$23.0K
5,056
+131%
清仓
—
ION GEOPHYSICAL CORP
-$20.0K
0
-100%
减持
KO
COCA COLA CO
-$20.0K
3,488
-11%
增持
ARKK
ARK ETF TR
-$20.0K
4,295
+30%
增持
MA
MASTERCARD INCORPORATED
-$20.0K
1,286
+1%
增持
GOOG
ALPHABET INC
-$17.0K
359
+2%
增持
VKTX
VIKING THERAPEUTICS INC
-$17.0K
23,074
+24%
增持
TSLA
TESLA INC
-$17.0K
388
+3%
增持
DIS
DISNEY WALT CO
-$16.0K
4,776
+11%
增持
HBCP
HOME BANCORP INC
-$11.0K
21,148
+3%
增持
WM
WASTE MGMT INC DEL
+$10.0K
3,203
+6%
减持
GLD
SPDR GOLD TR
+$8.0K
3,675
-5%
增持
—
BLACKROCK INC
-$5.0K
330
+18%
增持
VMO
INVESCO MUN OPPORTUNITY TR
-$2.0K
146,825
+21%
增持
DAL
DELTA AIR LINES INC DEL
+$0
5,970
+3%
