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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 127 项
建仓 16
增持 54
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
FTSM
FIRST TR EXCHANGETRADED FD
-$11.3M
21,916
-90%
减持
PFF
ISHARES TR
-$11.2M
555,497
-33%
减持
VUG
VANGUARD INDEX FDS
-$9.6M
137,058
-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。
减持
FPE
FIRST TR EXCH TRADED FD III
-$9.5M
1,104,780
-28%
清仓
USB
US BANCORP DEL
-$9.4M
0
-100%
清仓
FDD
FIRST TR STOXX EUROPEAN SELE
-$7.6M
0
-100%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$6.5M
183,106
减持
SCHF
SCHWAB STRATEGIC TR
-$4.3M
401,575
-14%
减持
SCHE
SCHWAB STRATEGIC TR
-$4.2M
346,302
-25%
减持
DGRO
ISHARES TR
-$4.0M
865,254
-1%
减持
NOBL
PROSHARES TR
-$2.0M
235,490
-2%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$2.0M
65,900
减持
IJR
ISHARES TR
-$1.7M
116,831
-4%
增持
INTC
INTEL CORP
-$1.4M
160,468
+3%
减持
GPC
GENUINE PARTS CO
+$1.3M
79,438
-1%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
39,408
-2%
增持
DNOV
FIRST TR EXCHNG TRADED FD VI
+$1.3M
50,929
+411%
增持
UPS
UNITED PARCEL SERVICE INC
-$1.3M
54,367
+2%
减持
TU
TELUS CORPORATION
-$1.2M
334,241
-0%
减持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$1.1M
460,762
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.0M
11,640
+228%
减持
T
ATT INC
-$1.0M
197,922
-0%
增持
—
GARMIN LTD
-$896.0K
83,654
+3%
建仓
MDY
SPDR SP MIDCAP 400 ETF TR
+$814.0K
1,850
增持
VZ
VERIZON COMMUNICATIONS INC
-$797.0K
147,120
+2%
增持
MRK
MERCK CO INC
+$757.0K
73,500
+2%
增持
AAPL
APPLE INC
-$741.0K
42,351
+2%
增持
MMM
3M CO
-$738.0K
58,018
+1%
减持
VLO
VALERO ENERGY CORP
+$695.0K
101,847
-1%
减持
SYY
SYSCO CORP
+$612.0K
104,764
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$554.0K
116,773
-0%
建仓
IVW
ISHARES TR
+$525.0K
8,152
减持
IP
INVESCO ADVANTAGE MUN INCOME
-$522.0K
218,802
-6%
增持
QCOM
QUALCOMM INC
+$491.0K
50,165
+7%
减持
VO
VANGUARD INDEX FDS
-$458.0K
14,258
-1%
清仓
—
PARAMOUNT GLOBAL
-$381.0K
0
-100%
减持
GDX
VANECK ETF TRUST
-$374.0K
20,073
-11%
增持
HWC
HANCOCK WHITNEY CORPORATION
-$373.0K
120,119
+3%
增持
MSFT
MICROSOFT CORP
-$367.0K
8,966
+3%
增持
—
EATON CORP PLC
-$355.0K
62,972
+6%
建仓
IVE
ISHARES TR
+$322.0K
2,271
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$321.0K
10,955
清仓
XLE
SELECT SECTOR SPDR TR
-$313.0K
0
-100%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$310.0K
10,215
增持
—
EXXON MOBIL CORP
+$290.0K
18,182
+12%
清仓
ARKK
ARK ETF TR
-$285.0K
0
-100%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$278.0K
56,412
-18%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$274.0K
7,740
增持
SCHD
SCHWAB STRATEGIC TR
-$274.0K
60,233
+2%
建仓
AFL
AFLAC INC
+$269.0K
4,805
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$268.0K
29,581
-5%
减持
CVX
CHEVRON CORP NEW
-$258.0K
15,492
-1%
建仓
IJS
ISHARES TR
+$255.0K
2,740
清仓
—
BLACKROCK INC
-$252.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$252.0K
18,908
-6%
增持
AMZN
AMAZON COM INC
-$240.0K
6,607
+1971%
增持
GOOG
ALPHABET INC
-$239.0K
7,060
+1867%
清仓
DAL
DELTA AIR LINES INC DEL
-$236.0K
0
-100%
减持
VTR
VENTAS INC
-$234.0K
16,288
-8%
增持
—
FOCUS FINL PARTNERS INC
-$233.0K
31,388
+1%
清仓
CRM
SALESFORCE COM INC
-$230.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$228.0K
1,051
清仓
NEM
NEWMONT CORP
-$216.0K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$215.0K
1,493
建仓
HII
HUNTINGTON INGALLS INDS INC
+$211.0K
1,000
增持
TGT
TARGET CORP
+$210.0K
2,796
+158%
减持
FHN
FIRST HORIZON CORPORATION
-$204.0K
136,493
-1%
清仓
BFST
BUSINESS FIRST BANCSHARES IN
-$203.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$201.0K
2,183
清仓
PRU
PRUDENTIAL FINL INC
-$200.0K
0
-100%
清仓
UA
UNDER ARMOUR INC
-$187.0K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$170.0K
2,581
-26%
增持
DIS
DISNEY WALT CO
-$164.0K
4,784
+0%
减持
ACWV
ISHARES INC
-$163.0K
4,012
-23%
减持
BA
BOEING CO
-$160.0K
3,744
-4%
减持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$159.0K
63,120
-11%
减持
NUV
NUVEEN MUN VALUE FD INC
-$156.0K
231,446
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$153.0K
2,964
+7%
减持
F
FORD MTR CO DEL
-$146.0K
20,055
-16%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$144.0K
18,054
+46%
减持
QQQ
INVESCO QQQ TR
-$130.0K
1,212
-11%
减持
VGM
INVESCO TR INVT GRADE MUNS
-$128.0K
34,200
-19%
减持
SCHM
SCHWAB STRATEGIC TR
-$126.0K
11,815
-2%
增持
SPY
SPDR SP 500 ETF TR
-$120.0K
6,430
+9%
增持
VMO
INVESCO MUN OPPORTUNITY TR
-$117.0K
150,825
+3%
增持
HD
HOME DEPOT INC
+$110.0K
1,553
+27%
减持
MO
ALTRIA GROUP INC
-$100.0K
6,715
-11%
增持
WMT
WALMART INC
-$99.0K
6,762
+2%
增持
JPM
JPMORGAN CHASE CO
-$96.0K
8,007
+7%
增持
TSLA
TESLA INC
-$91.0K
406
+5%
增持
AVGO
BROADCOM INC
-$87.0K
1,263
+8%
增持
XLK
SELECT SECTOR SPDR TR
-$85.0K
3,927
+1%
建仓
ERIC
ERICSSON
+$84.0K
11,530
减持
DOW
DOW INC
-$83.0K
5,302
-5%
增持
SHEL
SHELL PLC
+$78.0K
7,402
+38%
增持
JNJ
JOHNSON JOHNSON
+$76.0K
1,636
+41%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$75.0K
36,026
+2%
增持
MCD
MCDONALDS CORP
+$72.0K
1,400
+24%
增持
PFE
PFIZER INC
+$71.0K
135,852
+1%
减持
KMB
KIMBERLYCLARK CORP
-$70.0K
3,140
-21%
增持
TXN
TEXAS INSTRS INC
-$68.0K
4,842
+4%
减持
V
VISA INC
-$63.0K
2,525
-7%
减持
MA
MASTERCARD INCORPORATED
-$63.0K
1,154
-10%
增持
IVV
ISHARES TR
-$60.0K
1,082
+0%
增持
GLD
SPDR GOLD TR
-$58.0K
3,785
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$57.0K
4,279
+0%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$57.0K
11,965
+24%
增持
BMY
BRISTOLMYERS SQUIBB CO
+$56.0K
16,959
+5%
增持
WM
WASTE MGMT INC DEL
+$52.0K
3,590
+12%
减持
MUB
ISHARES TR
-$52.0K
6,982
-5%
减持
SBI
WESTERN ASSET INTER MUNI FD
-$50.0K
67,756
-3%
减持
GIS
GENERAL MLS INC
-$48.0K
3,000
-25%
减持
KTF
DWS MUN INCOME TR
-$48.0K
38,637
-2%
建仓
—
TELLURIAN INC NEW
+$46.0K
12,250
增持
CSCO
CISCO SYS INC
-$41.0K
10,743
+16%
减持
VNQ
VANGUARD INDEX FDS
-$41.0K
2,523
-2%
增持
PEP
PEPSICO INC
+$39.0K
3,811
+5%
增持
VKTX
VIKING THERAPEUTICS INC
+$38.0K
32,524
+41%
增持
ITOT
ISHARES TR
-$30.0K
2,338
+0%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$27.0K
15,119
+50%
增持
KO
COCA COLA CO
+$25.0K
3,876
+11%
增持
PM
PHILIP MORRIS INTL INC
+$24.0K
4,296
+4%
增持
SO
SOUTHERN CO
+$16.0K
5,400
+4%
增持
ABBV
ABBVIE INC
-$12.0K
5,844
+6%
增持
SCHG
SCHWAB STRATEGIC TR
-$6.0K
6,006
+19%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$4.0K
3,110
+15%
增持
GEL
GENESIS ENERGY L P
+$2.0K
16,613
+43%
