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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 149 项
建仓 23
增持 82
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$12.1M
112,259
+12%
减持
SYY
SYSCO CORP
-$7.6M
4,295
-96%
增持
OKE
ONEOK INC NEW
+$7.1M
92,051
+2353%
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。
建仓
BILZ
PIMCO ETF TR
+$6.3M
61,846
建仓
LMT
LOCKHEED MARTIN CORP
+$5.7M
12,393
增持
VYMI
VANGUARD WHITEHALL FDS
+$4.9M
456,280
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
9,687
+486%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
48,070
+20%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.0M
3,457
-84%
减持
IVE
ISHARES TR
-$3.0M
1,541
-91%
增持
SPBO
SPDR SERIES TRUST
+$1.9M
795,071
+8%
增持
—
EATON CORP PLC
+$1.9M
22,264
+0%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
3,725
+679%
增持
MSFT
MICROSOFT CORP
+$1.8M
10,156
+16%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.4M
62,808
-11%
减持
IYE
ISHARES TR
-$1.3M
4,577
-85%
减持
CSCO
CISCO SYS INC
+$1.2M
167,953
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$934.7K
19,679
+1%
增持
AVGO
BROADCOM INC
+$929.6K
7,518
+10%
增持
NVDA
NVIDIA CORPORATION
+$896.8K
9,885
+61%
增持
SCHD
SCHWAB STRATEGIC TR
+$803.8K
2,001,881
+7%
减持
RTX
RTX CORPORATION
+$774.1K
102,915
-4%
增持
BA
BOEING CO
+$658.1K
7,669
+38%
增持
SPY
SPDR S&P 500 ETF TR
+$655.1K
5,818
+11%
建仓
LNG
CHENIERE ENERGY INC
+$642.6K
2,639
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$638.4K
16,980
增持
JPM
JPMORGAN CHASE & CO.
+$633.2K
10,269
+7%
减持
IJR
ISHARES TR
+$565.7K
154,837
-1%
建仓
DE
DEERE & CO
+$517.1K
1,017
增持
—
EXXON MOBIL CORP
-$497.5K
50,216
+1%
增持
AMZN
AMAZON COM INC
+$486.6K
8,729
+16%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$482.2K
25,417
增持
SCHG
SCHWAB STRATEGIC TR
+$467.8K
97,800
+3%
增持
GOOG
ALPHABET INC
+$453.8K
10,589
+16%
减持
XLE
SELECT SECTOR SPDR TR
-$431.3K
12,361
-22%
增持
V
VISA INC
+$416.0K
3,365
+51%
减持
HWC
HANCOCK WHITNEY CORPORATION
+$413.5K
88,756
-1%
增持
AIQ
GLOBAL X FDS
+$401.0K
35,450
+12%
建仓
ORCL
ORACLE CORP
+$388.7K
1,778
增持
QCOM
QUALCOMM INC
+$386.3K
53,391
+1%
增持
TSLA
TESLA INC
+$374.2K
4,903
+7%
建仓
META
META PLATFORMS INC
+$357.2K
484
建仓
CAVA
CAVA GROUP INC
+$355.9K
4,225
增持
NOBL
PROSHARES TR
-$354.5K
244,290
+0%
建仓
IYW
ISHARES TR
+$352.3K
2,033
增持
CVX
CHEVRON CORP NEW
-$343.3K
31,803
+9%
增持
—
GARMIN LTD
-$336.3K
43,737
+0%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$296.1K
345,993
-1%
建仓
ABT
ABBOTT LABS
+$290.5K
2,136
减持
IVV
ISHARES TR
+$288.2K
4,980
-0%
建仓
VFLO
VICTORY PORTFOLIOS II
+$287.8K
8,142
建仓
VZ
VERIZON COMMUNICATIONS INC
+$281.1K
6,497
减持
DFAU
DIMENSIONAL ETF TRUST
-$280.7K
7,000
-53%
增持
GLD
SPDR GOLD TR
+$271.4K
4,919
+15%
建仓
MCD
MCDONALDS CORP
+$265.4K
908
减持
VLO
VALERO ENERGY CORP
-$264.3K
84,082
-4%
增持
SDOG
ALPS ETF TR
+$263.7K
15,663
+43%
减持
MMM
3M CO
+$259.6K
94,790
-2%
减持
NUV
NUVEEN MUN VALUE FD INC
-$247.4K
78,297
-26%
建仓
BLK
BLACKROCK INC
+$239.2K
228
减持
VO
VANGUARD INDEX FDS
+$235.1K
12,694
-1%
建仓
IWN
ISHARES TR
+$234.1K
1,484
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$232.4K
3,075
建仓
SCHX
SCHWAB STRATEGIC TR
+$231.3K
9,465
建仓
PSX
PHILLIPS 66
+$225.6K
1,891
减持
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$222.6K
13,500
-52%
清仓
BGB
BLACKSTONE STRATEGIC CRED 20
-$218.6K
0
-100%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$217.1K
0
-100%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$213.7K
9,086
增持
PFF
ISHARES TR
+$213.0K
715,275
+1%
建仓
APH
AMPHENOL CORP NEW
+$207.6K
2,102
增持
FHN
FIRST HORIZON CORPORATION
+$205.7K
98,720
+2%
清仓
WES
WESTERN MIDSTREAM PARTNERS L
-$204.8K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$204.4K
0
-100%
清仓
VMO
INVESCO MUN OPPORTUNITY TR
-$204.0K
0
-100%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$202.8K
8,000
增持
AAPL
APPLE INC
-$202.4K
39,687
+6%
增持
IVW
ISHARES TR
+$199.6K
8,190
+8%
减持
USB
US BANCORP DEL
+$198.5K
103,418
-3%
增持
C
CITIGROUP INC
+$187.4K
4,855
+53%
减持
T
AT&T INC
-$184.1K
476,249
-4%
增持
COST
COSTCO WHSL CORP NEW
+$181.7K
560
+42%
增持
QQQ
INVESCO QQQ TR
+$177.1K
809
+41%
增持
VTV
VANGUARD INDEX FDS
+$176.7K
7,307
+13%
减持
ABBV
ABBVIE INC
-$176.6K
5,549
-4%
减持
EME
EMCOR GROUP INC
+$174.1K
1,277
-7%
增持
SCHA
SCHWAB STRATEGIC TR
+$174.0K
62,240
+4%
减持
PFE
PFIZER INC
-$171.9K
104,300
-2%
减持
WMT
WALMART INC
+$171.8K
24,061
-3%
减持
GPC
GENUINE PARTS CO
-$168.0K
68,000
-4%
增持
HBCP
HOME BANCORP INC
+$167.4K
21,933
+1%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$154.5K
2,839
-6%
增持
TXN
TEXAS INSTRS INC
+$150.7K
4,607
+3%
减持
WHR
WHIRLPOOL CORP
-$146.4K
3,000
-40%
增持
MA
MASTERCARD INCORPORATED
+$145.8K
1,114
+27%
增持
GOOGL
ALPHABET INC
+$143.4K
2,428
+32%
增持
TLT
ISHARES TR
+$142.9K
5,230
+49%
增持
LLY
ELI LILLY & CO
+$140.6K
1,083
+27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$136.7K
86,110
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$130.8K
13,040
+8%
建仓
TALO
TALOS ENERGY INC
+$130.0K
15,330
增持
LRGG
MACQUARIE ETF TRUST
+$124.0K
11,980
+43%
减持
WM
WASTE MGMT INC DEL
-$114.9K
1,996
-19%
增持
ALT
ALTIMMUNE INC
-$114.0K
122,988
+4%
增持
BAC
BANK AMERICA CORP
+$111.8K
14,465
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$106.9K
36,750
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$106.5K
12,552
+47%
增持
UNH
UNITEDHEALTH GROUP INC
-$97.2K
3,820
+55%
增持
PM
PHILIP MORRIS INTL INC
+$96.6K
4,042
+0%
增持
VG
VENTURE GLOBAL INC
+$93.7K
12,875
+24%
减持
CMI
CUMMINS INC
+$86.9K
32,837
-4%
减持
PEP
PEPSICO INC
-$85.2K
4,754
-0%
减持
SGOV
ISHARES TR
-$80.5K
3,477
-19%
增持
TGT
TARGET CORP
+$75.7K
4,723
+26%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$72.3K
12,248
+6%
增持
AMGN
AMGEN INC
-$62.3K
2,265
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$54.5K
4,687
+0%
增持
SFNC
SIMMONS 1ST NATL CORP
+$48.2K
15,090
+30%
增持
EMR
EMERSON ELEC CO
+$47.6K
2,002
+0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$44.3K
10,401
+28%
增持
NVS
NOVARTIS AG
+$43.3K
3,085
+4%
清仓
SGMT
SAGIMET BIOSCIENCES INC
-$42.4K
0
-100%
增持
DGRO
ISHARES TR
+$42.4K
19,215
+0%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$41.9K
24,577
+2%
增持
AOR
ISHARES TR
+$41.6K
8,604
+1%
增持
ET
ENERGY TRANSFER L P
+$40.3K
24,209
+13%
增持
JNJ
JOHNSON & JOHNSON
-$39.9K
6,478
+4%
减持
CVS
CVS HEALTH CORP
-$37.1K
9,680
-7%
减持
BNY
BANK NEW YORK MELLON CORP
+$33.8K
5,599
-1%
增持
COP
CONOCOPHILLIPS
-$30.8K
4,234
+8%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$27.6K
18,400
-10%
减持
SBI
WESTERN ASSET INTER MUNI FD
-$27.1K
46,556
-4%
增持
MRK
MERCK & CO INC
-$24.3K
9,679
+10%
增持
—
LINDE PLC
+$17.6K
641
+5%
增持
SLV
ISHARES SILVER TR
+$17.3K
6,948
+2%
减持
PHAT
PHATHOM PHARMACEUTICALS INC
+$17.1K
22,143
-29%
减持
FPE
FIRST TR EXCH TRADED FD III
+$16.3K
87,896
-0%
减持
SO
SOUTHERN CO
-$14.4K
5,197
-3%
增持
UNP
UNION PAC CORP
+$14.3K
2,121
+6%
增持
ALL
ALLSTATE CORP
+$13.7K
1,250
+9%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$13.4K
391
+0%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$11.4K
230,224
+4%
增持
VNQ
VANGUARD INDEX FDS
-$10.2K
8,275
+0%
增持
ENB
ENBRIDGE INC
+$10.0K
5,547
+2%
增持
NVO
NOVO-NORDISK A S
+$8.3K
8,898
+2%
增持
HD
HOME DEPOT INC
+$7.7K
2,216
+1%
增持
AMLP
ALPS ETF TR
+$4.7K
326,648
+6%
增持
PG
PROCTER AND GAMBLE CO
-$387
1,908
+7%
增持
KO
COCA COLA CO
-$361
6,399
+1%
