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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 113 项
建仓 8
增持 49
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPBO
SPDR SER TR
+$8.1M
733,807
+60%
减持
—
GARMIN LTD
-$6.0M
43,592
-39%
增持
VUG
VANGUARD INDEX FDS
-$4.1M
100,089
+0%
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
VYMI
VANGUARD WHITEHALL FDS
+$2.3M
430,002
+2%
增持
IJR
ISHARES TR
-$1.9M
156,416
+0%
减持
T
AT&T INC
+$1.8M
493,873
-2%
减持
CMI
CUMMINS INC
-$1.3M
34,033
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.2M
1,868,599
+1%
增持
QCOM
QUALCOMM INC
-$721.9K
52,840
+2%
增持
—
EXXON MOBIL CORP
+$609.7K
49,700
+0%
减持
GOOG
ALPHABET INC
-$589.8K
9,118
-8%
减持
HWC
HANCOCK WHITNEY CORPORATION
-$579.7K
89,249
-0%
增持
SYY
SYSCO CORP
+$562.4K
105,810
+4%
减持
CVX
CHEVRON CORP NEW
+$511.0K
29,273
-0%
增持
—
EATON CORP PLC
-$509.3K
22,211
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$508.4K
70,327
-5%
减持
NOBL
PROSHARES TR
-$484.3K
244,221
-2%
增持
GPC
GENUINE PARTS CO
+$471.2K
70,649
+3%
减持
AMZN
AMAZON COM INC
-$459.7K
7,508
-6%
建仓
WHR
WHIRLPOOL CORP
+$450.6K
5,000
增持
TSLA
TESLA INC
-$434.3K
4,566
+8%
减持
OKE
ONEOK INC NEW
-$396.0K
3,753
-52%
增持
USB
US BANCORP DEL
-$384.0K
106,138
+2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$376.4K
221,641
-0%
减持
AVGO
BROADCOM INC
-$349.8K
6,825
-0%
清仓
BX
BLACKSTONE INC
-$346.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$335.5K
19,570
-2%
减持
MMM
3M CO
-$328.1K
96,495
-0%
减持
IVV
ISHARES TR
-$313.6K
4,990
-4%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$308.3K
0
-100%
增持
MSFT
MICROSOFT CORP
-$307.2K
8,773
+0%
减持
VNQ
VANGUARD INDEX FDS
-$300.1K
8,253
-29%
增持
VTI
VANGUARD INDEX FDS
-$297.4K
39,915
+5%
增持
CSCO
CISCO SYS INC
+$284.2K
168,962
+2%
增持
NVDA
NVIDIA CORPORATION
+$281.9K
6,135
+87%
减持
RTX
RTX CORPORATION
+$265.4K
107,606
-0%
增持
VLO
VALERO ENERGY CORP
-$262.4K
87,580
+1%
减持
AAPL
APPLE INC
-$254.7K
37,568
-0%
建仓
GSK
GSK PLC
+$240.0K
6,194
增持
SCHG
SCHWAB STRATEGIC TR
-$233.1K
95,405
+2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$228.7K
347,949
+10%
清仓
ORCL
ORACLE CORP
-$219.9K
0
-100%
建仓
LRGG
MACQUARIE ETF TRUST
+$219.6K
8,405
建仓
TAP
MOLSON COORS BEVERAGE CO
+$217.1K
3,566
减持
SCHM
SCHWAB STRATEGIC TR
-$216.4K
35,265
-11%
减持
FHN
FIRST HORIZON CORPORATION
-$216.2K
97,178
-1%
清仓
GIS
GENERAL MLS INC
-$212.5K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$210.7K
6,798
清仓
RF
REGIONS FINANCIAL CORP NEW
-$209.7K
0
-100%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$204.8K
5,000
增持
VO
VANGUARD INDEX FDS
-$204.7K
12,826
+0%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$204.4K
592
清仓
SCHI
SCHWAB STRATEGIC TR
-$201.2K
0
-100%
清仓
META
META PLATFORMS INC
-$200.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
-$199.9K
9,555
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$192.1K
5,255
+0%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
-$188.3K
31,143
-54%
减持
MRK
MERCK & CO INC
-$164.9K
8,807
-8%
减持
TGT
TARGET CORP
-$161.7K
3,739
-9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$161.6K
20,992
-0%
增持
GLD
SPDR GOLD TR
+$158.7K
4,262
+4%
减持
NVO
NOVO-NORDISK A S
-$156.2K
8,725
-5%
减持
HBCP
HOME BANCORP INC
-$153.9K
21,614
-3%
增持
WMT
WALMART INC
-$116.4K
24,842
+8%
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$113.6K
28,000
-19%
增持
ABBV
ABBVIE INC
+$113.3K
5,759
+0%
建仓
VG
VENTURE GLOBAL INC
+$106.9K
10,375
增持
PFF
ISHARES TR
-$106.3K
707,180
+2%
减持
VTV
VANGUARD INDEX FDS
-$104.1K
6,453
-7%
减持
PFE
PFIZER INC
-$103.5K
106,558
-0%
减持
PM
PHILIP MORRIS INTL INC
+$92.1K
4,029
-4%
增持
GEL
GENESIS ENERGY L P
+$88.3K
16,913
+1%
减持
IVE
ISHARES TR
-$84.5K
17,099
-0%
增持
SDOG
ALPS ETF TR
+$84.4K
10,957
+14%
减持
BAC
BANK AMERICA CORP
-$81.9K
13,724
-3%
减持
JNJ
JOHNSON & JOHNSON
+$79.1K
6,207
-1%
减持
IYE
ISHARES TR
+$75.6K
31,388
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.4K
1,652
-5%
增持
HD
HOME DEPOT INC
-$70.3K
2,196
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$69.7K
15,833
-10%
减持
CLST
CATALYST BANCORP INC
-$69.4K
18,200
-25%
增持
SCHA
SCHWAB STRATEGIC TR
-$66.8K
59,781
+8%
增持
XLK
SELECT SECTOR SPDR TR
-$64.7K
3,649
+2%
增持
QQQ
INVESCO QQQ TR
+$55.2K
574
+39%
减持
VOO
VANGUARD INDEX FDS
-$55.0K
478
-13%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$54.0K
11,548
+2%
增持
ALT
ALTIMMUNE INC
-$50.8K
117,988
+19%
增持
FPE
FIRST TR EXCH TRADED FD III
+$46.0K
88,016
+4%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$44.6K
13,650
-14%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$40.7K
4,664
+9%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$39.4K
24,104
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$38.8K
5,679
-6%
增持
AIQ
GLOBAL X FDS
-$34.0K
31,550
+7%
减持
SO
SOUTHERN CO
+$30.1K
5,347
-3%
增持
DGRO
ISHARES TR
-$27.9K
19,201
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$25.3K
83,280
+3%
增持
GOOGL
ALPHABET INC
+$23.5K
1,840
+42%
增持
ENB
ENBRIDGE INC
+$17.2K
5,447
+4%
减持
ALL
ALLSTATE CORP
-$17.2K
1,149
-14%
增持
BA
BOEING CO
-$16.1K
5,563
+1%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$15.9K
20,400
-5%
增持
V
VISA INC
+$12.7K
2,222
+0%
减持
COP
CONOCOPHILLIPS
+$12.7K
3,911
-3%
增持
MA
MASTERCARD INCORPORATED
-$11.6K
876
+0%
减持
IAU
ISHARES GOLD TR
-$11.5K
5,547
-13%
增持
COST
COSTCO WHSL CORP NEW
-$10.6K
394
+3%
减持
NVS
NOVARTIS AG
+$9.5K
2,960
-3%
减持
SBI
WESTERN ASSET INTER MUNI FD
-$8.8K
48,356
-3%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
-$8.7K
3,225
+5%
减持
LLY
ELI LILLY & CO
-$7.8K
852
-3%
减持
NUV
NUVEEN MUN VALUE FD INC
-$7.1K
105,797
-0%
增持
AMLP
ALPS ETF TR
-$4.8K
307,188
+1%
增持
FNDX
SCHWAB STRATEGIC TR
-$1.9K
8,534
+3%
