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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 107 项
建仓 10
增持 48
减持 47
清仓 2
方向
标的
Δ市值
现股数(环比)
清仓
IP
INTERNATIONAL PAPER CO
-$5.3M
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$2.7M
100,666
-1%
减持
HWC
HANCOCK WHITNEY CORPORATION
-$1.8M
143,970
-24%
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
VLO
VALERO ENERGY CORP
-$1.8M
85,473
-4%
减持
AAPL
APPLE INC
+$1.5M
38,345
-0%
减持
GPC
GENUINE PARTS CO
-$1.4M
67,260
-2%
减持
QCOM
QUALCOMM INC
+$1.3M
51,592
-3%
增持
PFE
PFIZER INC
+$1.1M
69,177
+121%
增持
SPTL
SPDR SER TR
+$1.1M
127,986
+47%
减持
SYY
SYSCO CORP
-$1.0M
101,123
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$998.9K
53,465
+52%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$933.3K
1,497,065
-1%
减持
CMI
CUMMINS INC
-$881.2K
34,269
-3%
减持
MRK
MERCK & CO INC
-$872.2K
71,810
-3%
增持
MMM
3M CO
+$849.5K
96,487
+14%
增持
VYMI
VANGUARD WHITEHALL FDS
+$775.0K
399,977
+3%
减持
—
GARMIN LTD
+$649.1K
74,902
-3%
增持
NOBL
PROSHARES TR
-$635.2K
237,404
+3%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$568.7K
15,170
减持
DVN
DEVON ENERGY CORP NEW
-$504.1K
74,908
-7%
减持
CSCO
CISCO SYS INC
-$484.3K
166,535
-1%
建仓
SDOG
ALPS ETF TR
+$403.3K
7,634
减持
T
AT&T INC
+$372.0K
486,439
-4%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$361.9K
204,208
-3%
增持
UPS
UNITED PARCEL SERVICE INC
-$355.4K
55,205
+4%
建仓
NVDA
NVIDIA CORPORATION
+$346.8K
2,807
建仓
TLT
ISHARES TR
+$321.2K
3,500
增持
GOOG
ALPHABET INC
+$311.6K
8,780
+3%
建仓
HPQ
HP INC
+$300.5K
8,582
建仓
DGRW
WISDOMTREE TR
+$296.3K
3,796
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$287.1K
9,433
-25%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$279.1K
5,767
减持
BX
BLACKSTONE INC
-$277.7K
1,908
-51%
减持
NUV
NUVEEN MUN VALUE FD INC
-$248.6K
118,885
-19%
建仓
GOOGL
ALPHABET INC
+$237.4K
1,303
增持
SCHD
SCHWAB STRATEGIC TR
-$234.5K
554,841
+3%
减持
—
EATON CORP PLC
-$228.8K
19,536
-4%
减持
VTI
VANGUARD INDEX FDS
+$227.9K
33,087
-0%
增持
CVS
CVS HEALTH CORP
-$225.0K
21,423
+15%
增持
PFF
ISHARES TR
+$224.9K
669,855
+3%
增持
AMLP
ALPS ETF TR
+$224.2K
303,492
+0%
清仓
PSX
PHILLIPS 66
-$214.3K
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$213.9K
10,106
增持
XLE
SELECT SECTOR SPDR TR
+$211.8K
11,989
+28%
增持
AVGO
BROADCOM INC
+$210.7K
686
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$207.5K
20,451
+4%
增持
O
REALTY INCOME CORP
+$201.6K
9,080
+77%
建仓
ALT
ALTIMMUNE INC
+$184.9K
27,805
增持
WMT
WALMART INC
+$182.0K
23,602
+0%
增持
AIQ
GLOBAL X FDS
+$177.8K
24,720
+19%
增持
GLD
SPDR GOLD TR
+$173.9K
3,946
+20%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$159.7K
7,774
-39%
增持
SCHG
SCHWAB STRATEGIC TR
+$150.9K
17,381
+1%
增持
BAC
BANK AMERICA CORP
+$147.4K
18,185
+20%
减持
VO
VANGUARD INDEX FDS
-$144.8K
13,028
-1%
减持
MMD
MAINSTAY MACKAY DEFINEDTERM
-$128.1K
43,546
-16%
增持
OKE
ONEOK INC NEW
+$115.0K
5,738
+30%
增持
SPY
SPDR S&P 500 ETF TR
+$114.1K
5,071
+0%
增持
LLY
ELI LILLY & CO
+$110.5K
769
+2%
增持
AMZN
AMAZON COM INC
+$109.5K
7,145
+1%
减持
IVV
ISHARES TR
+$100.0K
5,111
-0%
减持
ACWV
ISHARES INC
-$94.9K
1,990
-31%
减持
IVE
ISHARES TR
-$83.8K
17,300
-0%
减持
TSLA
TESLA INC
+$75.5K
4,189
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$73.6K
6,461
+37%
减持
RRBI
RED RIVER BANCSHARES INC
-$72.3K
12,500
-7%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$71.7K
23,400
-24%
增持
VNQ
VANGUARD INDEX FDS
+$68.7K
7,065
+17%
增持
AMGN
AMGEN INC
+$67.7K
2,246
+1%
减持
RTX
RTX CORPORATION
+$57.4K
107,978
-2%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$54.4K
17,075
-12%
增持
IJR
ISHARES TR
-$54.3K
146,277
+3%
减持
VMO
INVESCO MUN OPPORTUNITY TR
-$53.8K
22,130
-22%
增持
—
EXXON MOBIL CORP
-$49.6K
49,889
+0%
减持
KO
COCA COLA CO
-$47.4K
6,156
-14%
减持
IYE
ISHARES TR
-$45.6K
32,218
-0%
减持
QQQ
INVESCO QQQ TR
-$44.9K
504
-22%
增持
COP
CONOCOPHILLIPS
-$42.2K
3,688
+1%
增持
PM
PHILIP MORRIS INTL INC
+$41.5K
4,171
+0%
减持
SO
SOUTHERN CO
-$40.0K
5,700
-15%
减持
GDX
VANECK ETF TRUST
-$37.0K
8,600
-17%
减持
SBI
WESTERN ASSET INTER MUNI FD
-$34.7K
49,606
-7%
增持
JPM
JPMORGAN CHASE & CO.
+$32.2K
9,577
+1%
增持
CVX
CHEVRON CORP NEW
-$30.9K
28,073
+0%
增持
VKTX
VIKING THERAPEUTICS INC
-$28.5K
4,095
+37%
增持
HD
HOME DEPOT INC
-$27.8K
766
+1%
增持
V
VISA INC
-$26.9K
2,289
+2%
减持
AFL
AFLAC INC
-$26.4K
2,963
-13%
增持
ET
ENERGY TRANSFER L P
+$26.1K
21,004
+5%
减持
FHN
FIRST HORIZON CORPORATION
-$21.8K
107,614
-4%
增持
JNJ
JOHNSON & JOHNSON
+$15.5K
5,942
+10%
增持
ALL
ALLSTATE CORP
-$12.6K
1,361
+2%
增持
PG
PROCTER AND GAMBLE CO
+$11.0K
1,768
+2%
减持
EME
EMCOR GROUP INC
-$10.5K
1,391
-6%
增持
PEP
PEPSICO INC
-$7.9K
4,762
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.9K
649
+7%
增持
DGRO
ISHARES TR
-$7.9K
19,185
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$7.8K
386
+0%
减持
KTF
DWS MUN INCOME TR NEW
+$6.7K
25,400
-2%
减持
KMB
KIMBERLY-CLARK CORP
+$5.5K
2,078
-5%
减持
MSFT
MICROSOFT CORP
+$4.8K
8,809
-6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$4.7K
27,354
+1%
减持
HBCP
HOME BANCORP INC
-$3.0K
20,752
-5%
减持
VOO
VANGUARD INDEX FDS
+$1.1K
427
-3%
增持
BA
BOEING CO
-$836
2,238
+6%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$821
24,116
+0%
减持
WM
WASTE MGMT INC DEL
-$381
2,479
-0%
