小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 104 项
建仓 8
增持 43
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$44.8M
12,925
-99%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$44.4M
1,382,245
减持
DGRO
ISHARES TR
-$15.6M
42,204
-88%
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
FDL
FIRST TR MORNINGSTAR DIVID L
+$14.2M
831,258
+98%
减持
VUG
VANGUARD INDEX FDS
+$3.4M
123,382
-4%
增持
—
EXXON MOBIL CORP
+$2.3M
39,505
+110%
增持
TFC
TRUIST FINL CORP
-$1.5M
180,070
+2%
增持
HWC
HANCOCK WHITNEY CORPORATION
-$1.4M
124,591
+1%
减持
VLO
VALERO ENERGY CORP
+$1.2M
100,291
-0%
减持
AAPL
APPLE INC
+$1.2M
39,910
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
96,918
+24%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.2M
50,657
+2%
增持
QCOM
QUALCOMM INC
+$1.1M
53,080
+3%
增持
—
GARMIN LTD
+$1.1M
87,495
+5%
减持
FHN
FIRST HORIZON CORPORATION
-$1.0M
128,412
-5%
清仓
IYF
ISHARES TR
-$933.1K
0
-100%
清仓
IAT
ISHARES TR
-$837.9K
0
-100%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$820.5K
0
-100%
清仓
VTR
VENTAS INC
-$680.5K
0
-100%
增持
—
EATON CORP PLC
+$663.4K
42,678
+1%
增持
IP
INTERNATIONAL PAPER CO
+$600.5K
145,614
+8%
减持
CVX
CHEVRON CORP NEW
-$548.8K
25,222
-3%
减持
GPC
GENUINE PARTS CO
-$538.0K
76,142
-0%
增持
TSLA
TESLA INC
+$494.6K
4,283
+34%
减持
CVS
CVS HEALTH CORP
-$479.5K
17,723
-8%
减持
—
FOCUS FINL PARTNERS INC
+$446.3K
31,158
-1%
减持
IVW
ISHARES TR
-$419.8K
7,718
-51%
增持
T
AT&T INC
+$401.7K
258,557
+4%
增持
AMLP
ALPS ETF TR
+$398.4K
286,791
+2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$387.5K
117,453
-0%
减持
MSFT
MICROSOFT CORP
+$383.9K
8,087
-0%
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$381.7K
10,945
增持
PFF
ISHARES TR
+$381.5K
516,025
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$364.3K
148,078
+8%
减持
MRK
MERCK & CO INC
-$360.4K
77,120
-0%
减持
VYMI
VANGUARD WHITEHALL FDS
+$334.8K
352,974
-2%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$311.1K
0
-100%
增持
IVV
ISHARES TR
+$266.4K
6,094
+5%
减持
NOBL
PROSHARES TR
+$265.9K
220,923
-0%
增持
VKTX
VIKING THERAPEUTICS INC
+$260.2K
33,990
+5%
增持
TU
TELUS CORPORATION
+$253.5K
339,157
+1%
清仓
IJS
ISHARES TR
-$250.2K
0
-100%
增持
MMM
3M CO
+$247.8K
32,763
+23%
清仓
SLV
ISHARES SILVER TR
-$244.4K
0
-100%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$239.7K
15,017
建仓
IAU
ISHARES GOLD TR
+$235.7K
6,307
减持
IVE
ISHARES TR
-$235.5K
15,973
-13%
清仓
JNJ
JOHNSON & JOHNSON
-$232.8K
0
-100%
建仓
FDEC
FIRST TR EXCHNG TRADED FD VI
+$223.6K
6,642
增持
LW
LAMB WESTON HLDGS INC
+$218.1K
13,386
+1%
清仓
EMR
EMERSON ELEC CO
-$206.9K
0
-100%
建仓
ITOT
ISHARES TR
+$206.5K
2,280
清仓
SLB
SCHLUMBERGER LTD
-$203.9K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$203.7K
3,080
减持
VTI
VANGUARD INDEX FDS
-$202.0K
31,810
-9%
建仓
BP
BP PLC
+$201.2K
5,304
增持
FMAR
FIRST TR EXCHNG TRADED FD VI
+$197.1K
27,219
+19%
增持
SCHG
SCHWAB STRATEGIC TR
+$185.1K
9,031
+24%
减持
UNH
UNITEDHEALTH GROUP INC
-$172.5K
2,765
-1%
增持
GOOG
ALPHABET INC
+$167.7K
8,193
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$161.9K
5,306
+1%
增持
SYY
SYSCO CORP
+$146.9K
107,617
+1%
增持
HBCP
HOME BANCORP INC
-$138.1K
21,448
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$136.0K
13,162
-0%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$108.6K
43,188
-11%
减持
XLK
SELECT SECTOR SPDR TR
+$97.6K
3,800
-1%
减持
IYE
ISHARES TR
-$95.6K
33,093
-0%
减持
VO
VANGUARD INDEX FDS
+$91.9K
13,561
-0%
增持
GIS
GENERAL MLS INC
+$90.3K
4,000
+33%
增持
FFEB
FIRST TR EXCHNG TRADED FD VI
+$80.7K
9,430
+23%
减持
ABBV
ABBVIE INC
-$64.9K
5,448
-6%
增持
QQQ
INVESCO QQQ TR
+$64.1K
1,139
+1%
减持
V
VISA INC
-$64.0K
2,525
-17%
减持
WM
WASTE MGMT INC DEL
-$62.3K
3,070
-14%
增持
BAC
BANK AMERICA CORP
-$60.5K
14,404
+1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$60.3K
13,424
+8%
减持
AMZN
AMAZON COM INC
+$59.4K
6,082
-10%
增持
TGT
TARGET CORP
+$57.5K
2,548
+4%
减持
VMO
INVESCO MUN OPPORTUNITY TR
-$57.4K
78,575
-6%
增持
XLE
SELECT SECTOR SPDR TR
+$54.6K
3,318
+32%
增持
PFE
PFIZER INC
-$52.7K
8,005
+8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$45.6K
21,785
-1%
减持
IJR
ISHARES TR
-$44.9K
112,017
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.3K
16,589
+0%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$31.6K
58,375
-3%
增持
CMI
CUMMINS INC
-$28.6K
38,440
+1%
增持
CAG
CONAGRA BRANDS INC
-$25.5K
39,350
+1%
减持
GDX
VANECK ETF TRUST
+$24.7K
12,355
-6%
减持
PEP
PEPSICO INC
-$20.1K
3,716
-4%
增持
JPM
JPMORGAN CHASE & CO
-$19.3K
8,860
+1%
增持
PM
PHILIP MORRIS INTL INC
-$16.3K
4,329
+0%
减持
SHEL
SHELL PLC
-$13.5K
6,150
-5%
减持
FAPR
FIRST TR EXCHNG TRADED FD VI
-$12.2K
10,365
-9%
减持
WMT
WALMART INC
-$12.2K
7,370
-5%
增持
HD
HOME DEPOT INC
+$11.8K
1,396
+10%
减持
SBI
WESTERN ASSET INTER MUNI FD
+$10.3K
67,106
-2%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$9.7K
34,840
+3%
增持
CLST
CATALYST BANCORP INC
-$9.2K
28,800
+7%
减持
ACWV
ISHARES INC
-$8.7K
3,850
-4%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$7.9K
11,000
-4%
减持
KO
COCA COLA CO
-$6.4K
3,841
-0%
增持
KMB
KIMBERLY-CLARK CORP
+$6.1K
3,445
+2%
减持
NUV
NUVEEN MUN VALUE FD INC
-$5.8K
225,525
-3%
减持
VKI
INVESCO ADVANTAGE MUN INCOME
+$4.7K
19,877
-1%
