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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 106 项
建仓 6
增持 34
减持 50
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
DGRO
ISHARES TR
-$26.1M
346,321
-60%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$20.0M
363,533
清仓
FPE
FIRST TR EXCH TRADED FD III
-$19.6M
0
-100%
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。
清仓
SCHF
SCHWAB STRATEGIC TR
-$12.9M
0
-100%
建仓
CMI
CUMMINS INC
+$9.1M
38,109
清仓
SCHE
SCHWAB STRATEGIC TR
-$8.6M
0
-100%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$7.6M
396,699
+117%
减持
PFE
PFIZER INC
-$6.7M
7,402
-95%
清仓
INTC
INTEL CORP
-$6.3M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$4.0M
130,753
-5%
减持
MMM
3M CO
-$4.0M
31,046
-46%
减持
PFF
ISHARES TR
-$2.8M
526,019
-5%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$2.4M
0
-100%
减持
—
EATON CORP PLC
-$2.4M
42,570
-32%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.0M
49,152
-10%
减持
IP
INTERNATIONAL PAPER CO
-$2.0M
182,155
-17%
减持
GPC
GENUINE PARTS CO
+$1.9M
76,712
-3%
增持
QCOM
QUALCOMM INC
-$1.8M
50,924
+2%
减持
VLO
VALERO ENERGY CORP
+$1.8M
101,075
-1%
减持
—
GARMIN LTD
-$1.5M
83,492
-0%
减持
NOBL
PROSHARES TR
-$1.5M
222,540
-5%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
34,508
-12%
增持
MRK
MERCK CO INC
+$1.0M
77,142
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$958.0K
155,526
+6%
增持
HWC
HANCOCK WHITNEY CORPORATION
+$935.0K
122,922
+2%
减持
VMO
INVESCO MUN OPPORTUNITY TR
-$716.0K
96,275
-36%
减持
AAPL
APPLE INC
-$450.0K
41,632
-2%
减持
CVX
CHEVRON CORP NEW
+$448.0K
15,449
-0%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$373.0K
33,178
-41%
增持
—
EXXON MOBIL CORP
+$320.0K
18,190
+0%
增持
TU
TELUS CORPORATION
-$319.0K
343,702
+3%
清仓
FANG
DIAMONDBACK ENERGY INC
-$310.0K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$307.0K
16,772
-23%
增持
SCHD
SCHWAB STRATEGIC TR
+$305.0K
64,443
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$285.0K
13,212
+14%
清仓
JNJ
JOHNSON JOHNSON
-$282.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$281.0K
8,996
+0%
增持
SYY
SYSCO CORP
-$272.0K
106,660
+2%
减持
IJR
ISHARES TR
-$272.0K
116,187
-1%
增持
T
ATT INC
+$272.0K
218,505
+10%
减持
VTR
VENTAS INC
-$249.0K
15,632
-4%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$249.0K
67,566
-12%
清仓
VNQ
VANGUARD INDEX FDS
-$239.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$228.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$218.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$217.0K
117,933
+1%
清仓
PG
PROCTER AND GAMBLE CO
-$215.0K
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$211.0K
0
-100%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$211.0K
6,115
-49%
减持
VGM
INVESCO TR INVT GRADE MUNS
-$210.0K
16,950
-50%
清仓
ITOT
ISHARES TR
-$206.0K
0
-100%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$205.0K
44,474
-13%
建仓
—
PROSHARES TR
+$195.0K
12,050
增持
FDEC
FIRST TR EXCHNG TRADED FD VI
-$190.0K
461,342
+0%
减持
AVGO
BROADCOM INC
-$185.0K
1,017
-19%
建仓
VKI
INVESCO ADVANTAGE MUN INCOME
+$185.0K
23,075
减持
VO
VANGUARD INDEX FDS
-$173.0K
13,864
-3%
增持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$173.0K
64,420
+2%
减持
SPY
SPDR SP 500 ETF TR
-$171.0K
6,243
-3%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$150.0K
34,314
-5%
增持
JPM
JPMORGAN CHASE CO
+$141.0K
8,540
+7%
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$140.0K
22,894
+27%
增持
NUV
NUVEEN MUN VALUE FD INC
-$116.0K
237,846
+3%
减持
HD
HOME DEPOT INC
-$106.0K
1,267
-18%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$98.0K
0
-100%
建仓
—
US WELL SERVICES INC
+$95.0K
13,334
减持
IVV
ISHARES TR
-$90.0K
890
-18%
清仓
ERIC
ERICSSON
-$84.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$81.0K
988
-14%
减持
PM
PHILIP MORRIS INTL INC
-$79.0K
3,720
-13%
减持
AMZN
AMAZON COM INC
-$75.0K
6,532
-1%
建仓
AROC
ARCHROCK INC
+$74.0K
10,000
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$72.0K
15,589
-8%
清仓
—
US WELL SERVICES INC
-$69.0K
0
-100%
减持
KTF
DWS MUN INCOME TR
-$68.0K
36,637
-5%
减持
KMB
KIMBERLY-CLARK CORP
-$62.0K
2,945
-6%
增持
BA
BOEING CO
-$61.0K
3,759
+0%
减持
CSCO
CISCO SYS INC
-$57.0K
9,443
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$57.0K
2,790
-6%
增持
GOOG
ALPHABET INC
-$55.0K
7,660
+8%
增持
TSLA
TESLA INC
-$53.0K
1,218
+200%
增持
TGT
TARGET CORP
+$52.0K
2,946
+5%
增持
F
FORD MTR CO DEL
+$52.0K
23,868
+19%
减持
WMT
WALMART INC
-$46.0K
6,016
-11%
减持
BGB
BLACKSTONE STRATEGIC CREDIT
-$45.0K
28,450
-5%
减持
SO
SOUTHERN CO
-$44.0K
5,350
-1%
减持
MCD
MCDONALDS CORP
-$41.0K
1,171
-16%
增持
BTT
BLACKROCK MUN TARGET TERM TR
-$41.0K
20,425
+1%
减持
DOW
DOW INC
-$41.0K
4,864
-8%
减持
GLD
SPDR GOLD TR
-$40.0K
3,655
-3%
减持
KO
COCA COLA CO
-$33.0K
3,489
-10%
增持
CVS
CVS HEALTH CORP
+$33.0K
19,628
+4%
增持
QQQ
INVESCO QQQ TR
-$32.0K
1,215
+0%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$30.0K
3,997
+29%
增持
SBI
WESTERN ASSET INTER MUNI FD
-$27.0K
72,556
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$24.0K
6,901
+15%
减持
GDX
VANECK ETF TRUST
-$18.0K
19,185
-4%
增持
DIS
DISNEY WALT CO
+$14.0K
4,832
+1%
增持
TXN
TEXAS INSTRS INC
+$14.0K
5,130
+6%
减持
PEP
PEPSICO INC
+$11.0K
3,678
-3%
减持
ABBV
ABBVIE INC
+$8.0K
5,774
-1%
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$8.0K
7,640
-1%
增持
MDY
SPDR SP MIDCAP 400 ETF TR
-$7.0K
1,851
+0%
增持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$6.0K
11,365
+4%
减持
SHEL
SHELL PLC
-$5.0K
6,550
-12%
增持
DMAR
FIRST TR EXCHNG TRADED FD VI
+$0
10,315
+1%
