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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 105 项
建仓 9
增持 32
减持 54
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
VZ
VERIZON COMMUNICATIONS INC
-$5.2M
0
-100%
增持
MMM
3M CO
+$3.4M
78,386
+101%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$3.2M
752,103
-9%
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
GPC
GENUINE PARTS CO
-$3.0M
70,157
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.3M
47,934
-6%
清仓
DVY
ISHARES TR
-$2.1M
0
-100%
减持
RTX
RTX CORPORATION
-$2.1M
110,070
-4%
减持
CMI
CUMMINS INC
-$1.6M
34,990
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.5M
135,751
+24%
减持
TU
TELUS CORPORATION
-$1.5M
284,347
-14%
减持
DGRO
ISHARES TR
-$1.2M
19,279
-54%
增持
AMLP
ALPS ETF TR
+$1.2M
290,317
+1%
清仓
—
FOCUS FINL PARTNERS INC
-$1.1M
0
-100%
减持
HWC
HANCOCK WHITNEY CORPORATION
-$1.1M
195,343
-13%
减持
SYY
SYSCO CORP
-$1.1M
98,815
-6%
减持
MRK
MERCK & CO INC
-$964.3K
72,696
-2%
减持
AAPL
APPLE INC
-$923.6K
39,041
-6%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$851.2K
1,553,725
-2%
增持
NOBL
PROSHARES TR
-$683.1K
226,267
+4%
减持
VUG
VANGUARD INDEX FDS
-$645.2K
124,860
-2%
增持
MSFT
MICROSOFT CORP
+$639.8K
9,316
+17%
建仓
SPTL
SPDR SER TR
+$598.7K
23,000
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$582.8K
10,875
建仓
JNJ
JOHNSON & JOHNSON
+$533.9K
3,538
减持
NUV
NUVEEN MUN VALUE FD INC
-$503.7K
167,035
-23%
建仓
SGOV
ISHARES TR
+$471.4K
4,697
减持
DVN
DEVON ENERGY CORP NEW
-$443.3K
77,657
-5%
增持
CSCO
CISCO SYS INC
+$442.1K
18,439
+77%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$411.0K
25,735
-25%
建仓
BX
BLACKSTONE INC
+$387.0K
3,912
减持
VTI
VANGUARD INDEX FDS
-$384.0K
33,765
-3%
增持
IJR
ISHARES TR
-$376.7K
127,935
+4%
减持
VMO
INVESCO MUN OPPORTUNITY TR
-$353.8K
34,455
-50%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$350.3K
18,867
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$337.0K
387,575
+4%
减持
—
GARMIN LTD
+$330.0K
80,350
-6%
清仓
GIS
GENERAL MLS INC
-$306.8K
0
-100%
清仓
IJJ
ISHARES TR
-$303.6K
0
-100%
增持
LW
LAMB WESTON HLDGS INC
-$287.4K
13,395
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$278.3K
15,006
+30%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$267.4K
0
-100%
减持
IP
INTERNATIONAL PAPER CO
-$265.2K
131,845
-11%
建仓
BNY
BANK NEW YORK MELLON CORP
+$250.2K
5,610
减持
VO
VANGUARD INDEX FDS
-$245.9K
13,176
-2%
增持
CAG
CONAGRA BRANDS INC
-$244.3K
39,525
+0%
清仓
BP
BP PLC
-$233.8K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$229.6K
15,628
-5%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$227.0K
3,205
清仓
SLB
SCHLUMBERGER LTD
-$226.2K
0
-100%
减持
HD
HOME DEPOT INC
-$216.1K
738
-47%
增持
CVS
CVS HEALTH CORP
+$207.7K
20,958
+15%
建仓
UNP
UNION PAC CORP
+$200.8K
950
减持
IVV
ISHARES TR
-$192.8K
5,793
-6%
增持
GOOG
ALPHABET INC
+$188.1K
8,530
+10%
增持
AMZN
AMAZON COM INC
+$181.2K
6,981
+12%
减持
QCOM
QUALCOMM INC
-$175.2K
51,569
-4%
清仓
VKI
INVESCO ADVANTAGE MUN INCOME
-$167.2K
0
-100%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$164.1K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$163.7K
5,773
+46%
减持
GAPR
FIRST TR EXCHNG TRADED FD VI
-$154.2K
88,626
-6%
减持
—
EXXON MOBIL CORP
-$152.9K
41,148
-1%
减持
VLO
VALERO ENERGY CORP
-$152.4K
92,447
-6%
减持
PFE
PFIZER INC
-$150.3K
9,767
-21%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$149.4K
17,725
-40%
减持
FHN
FIRST HORIZON CORPORATION
-$148.1K
112,161
-12%
减持
KMB
KIMBERLY-CLARK CORP
-$145.2K
2,361
-24%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$143.6K
47,450
-17%
增持
PFF
ISHARES TR
-$138.7K
572,600
+3%
减持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$131.0K
58,688
-2%
减持
F
FORD MTR CO DEL
-$123.3K
18,133
-11%
增持
MA
MASTERCARD INCORPORATED
+$104.1K
1,267
+28%
增持
WMT
WALMART INC
+$98.8K
7,625
+3%
减持
SHEL
SHELL PLC
-$96.3K
4,200
-32%
增持
JPM
JPMORGAN CHASE & CO
+$93.0K
9,179
+9%
减持
IVE
ISHARES TR
-$84.3K
15,759
-1%
减持
BA
BOEING CO
-$81.6K
1,940
-10%
减持
SBI
WESTERN ASSET INTER MUNI FD
-$81.1K
64,206
-11%
减持
—
EATON CORP PLC
+$77.0K
39,100
-6%
减持
BGB
BLACKSTONE STRATEGIC CRED 20
-$74.9K
19,400
-26%
减持
SPY
SPDR S&P 500 ETF TR
-$73.3K
5,784
-1%
减持
AVGO
BROADCOM INC
-$69.1K
839
-11%
增持
HBCP
HOME BANCORP INC
+$69.0K
21,746
+0%
增持
T
AT&T INC
+$63.5K
253,853
+2%
减持
GDX
VANECK ETF TRUST
-$63.2K
10,800
-13%
增持
FPE
FIRST TR EXCH TRADED FD III
+$61.4K
19,522
+25%
增持
SO
SOUTHERN CO
+$60.5K
6,350
+19%
增持
OKE
ONEOK INC NEW
+$54.3K
4,392
+18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$53.8K
4,061
-5%
减持
XLK
SELECT SECTOR SPDR TR
-$48.9K
3,500
-8%
减持
PM
PHILIP MORRIS INTL INC
-$44.0K
4,158
-4%
减持
AFL
AFLAC INC
-$39.6K
3,390
-25%
减持
QQQ
INVESCO QQQ TR
-$38.6K
971
-10%
增持
GEL
GENESIS ENERGY L P
+$34.4K
16,813
+1%
增持
CVX
CHEVRON CORP NEW
+$33.7K
27,528
+10%
减持
IYE
ISHARES TR
+$33.1K
33,082
-0%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$31.0K
19,675
-5%
增持
TGT
TARGET CORP
-$26.0K
2,724
+9%
建仓
—
TELLURIAN INC NEW
+$22.3K
36,035
增持
KO
COCA COLA CO
+$18.7K
4,374
+14%
减持
UNH
UNITEDHEALTH GROUP INC
+$15.8K
2,511
-10%
增持
GLD
SPDR GOLD TR
+$15.5K
3,184
+0%
减持
ABBV
ABBVIE INC
+$11.9K
5,247
-4%
增持
PEP
PEPSICO INC
+$7.7K
4,193
+12%
增持
MO
ALTRIA GROUP INC
-$2.0K
6,849
+11%
减持
V
VISA INC
-$1.4K
2,250
-3%
