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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 97
减持 37
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$20.0M
334,151
增持
BILZ
PIMCO ETF TR
+$14.8M
209,388
+239%
减持
UPS
UNITED PARCEL SERVICE INC
-$6.1M
2,623
-96%
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
VUG
VANGUARD INDEX FDS
+$5.0M
112,590
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.9M
476,284
+4%
增持
SPBO
SPDR SERIES TRUST
+$3.9M
916,928
+15%
减持
CMI
CUMMINS INC
+$3.1M
32,707
-0%
增持
AAPL
APPLE INC
+$3.1M
44,068
+11%
减持
VLO
VALERO ENERGY CORP
+$2.7M
83,349
-1%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$2.6M
46,544
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
2,011,405
+0%
增持
RTX
RTX CORPORATION
+$2.2M
103,125
+0%
减持
—
GARMIN LTD
+$2.0M
43,447
-1%
增持
IJR
ISHARES TR
+$1.8M
156,939
+1%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
49,374
+3%
增持
PFF
ISHARES TR
+$1.5M
737,716
+3%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
5,810
+56%
增持
GPC
GENUINE PARTS CO
+$1.3M
69,388
+2%
增持
GOOG
ALPHABET INC
+$1.2M
12,693
+20%
增持
MSFT
MICROSOFT CORP
+$1.2M
11,963
+18%
增持
NVDA
NVIDIA CORPORATION
+$994.8K
13,654
+38%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$904.1K
366,275
+6%
增持
TSLA
TESLA INC
+$890.1K
5,327
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$832.1K
13,170
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$751.9K
7,936
-18%
增持
IVV
ISHARES TR
+$731.4K
5,691
+14%
增持
AVGO
BROADCOM INC
+$673.5K
8,236
+10%
增持
NOBL
PROSHARES TR
+$663.6K
245,326
+0%
增持
QCOM
QUALCOMM INC
+$600.7K
54,681
+2%
增持
T
AT&T INC
-$561.8K
479,886
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$560.7K
11,386
+11%
增持
—
EATON CORP PLC
+$468.6K
22,514
+1%
增持
OKE
ONEOK INC NEW
-$468.6K
96,540
+5%
增持
GOOGL
ALPHABET INC
+$461.9K
3,633
+50%
增持
META
META PLATFORMS INC
+$457.7K
1,136
+135%
增持
CVX
CHEVRON CORP NEW
+$446.8K
32,350
+2%
增持
VFLO
VICTORY PORTFOLIOS II
+$431.4K
19,057
+134%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$423.9K
229,444
-0%
增持
AMZN
AMAZON COM INC
+$417.4K
10,572
+21%
增持
ABBV
ABBVIE INC
+$391.8K
5,818
+5%
减持
HWC
HANCOCK WHITNEY CORPORATION
+$373.4K
87,545
-1%
增持
JNJ
JOHNSON & JOHNSON
+$358.6K
7,246
+12%
增持
USB
US BANCORP DEL
+$351.3K
105,074
+2%
增持
AMLP
ALPS ETF TR
-$342.9K
333,130
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$307.7K
91,522
+6%
增持
VO
VANGUARD INDEX FDS
+$293.3K
13,104
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$291.7K
8,469
-31%
减持
SPY
SPDR S&P 500 ETF TR
+$286.8K
5,807
-0%
增持
—
EXXON MOBIL CORP
+$286.7K
50,897
+1%
建仓
GLW
CORNING INC
+$283.8K
3,414
增持
FHN
FIRST HORIZON CORPORATION
+$276.2K
105,950
+7%
增持
SCHA
SCHWAB STRATEGIC TR
+$268.3K
65,960
+6%
建仓
GD
GENERAL DYNAMICS CORP
+$267.1K
784
增持
GLD
SPDR GOLD TR
+$265.0K
4,956
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$250.6K
4,141
+8%
清仓
SLV
ISHARES SILVER TR
-$228.0K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$227.2K
6,005
+95%
增持
VTV
VANGUARD INDEX FDS
+$225.6K
8,118
+11%
建仓
AVSC
AMERICAN CENTY ETF TR
+$225.3K
3,928
增持
WMT
WALMART INC
+$224.0K
25,271
+5%
建仓
SPHY
SPDR SERIES TRUST
+$221.7K
9,300
建仓
RMD
RESMED INC
+$218.0K
805
建仓
SCHW
SCHWAB CHARLES CORP
+$215.7K
2,338
建仓
CBOE
CBOE GLOBAL MKTS INC
+$214.3K
887
建仓
CAT
CATERPILLAR INC
+$209.6K
436
建仓
LOW
LOWES COS INC
+$209.6K
845
建仓
CEG
CONSTELLATION ENERGY CORP
+$205.3K
585
减持
CSCO
CISCO SYS INC
-$202.8K
166,542
-1%
建仓
LNC
LINCOLN NATL CORP IND
+$200.6K
5,000
清仓
MMD
NYLI MACKAY DEFINEDTERM MUNI
-$199.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$196.9K
819
+46%
增持
NEM
NEWMONT CORP
+$190.8K
6,584
+2%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$169.5K
12,055
-29%
减持
SCHG
SCHWAB STRATEGIC TR
+$166.0K
94,197
-4%
减持
AIQ
GLOBAL X FDS
+$165.9K
34,370
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$164.6K
19,674
-0%
增持
LLY
ELI LILLY & CO
+$161.2K
1,218
+12%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$153.5K
2,193
-23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$150.4K
9,845
+52%
减持
MMM
3M CO
+$147.4K
93,450
-1%
减持
EME
EMCOR GROUP INC
+$144.8K
1,264
-1%
增持
HD
HOME DEPOT INC
+$142.4K
2,405
+9%
减持
IAU
ISHARES GOLD TR
-$142.1K
2,797
-50%
增持
MRK
MERCK & CO INC
+$137.3K
10,024
+4%
增持
CVS
CVS HEALTH CORP
+$136.1K
10,457
+8%
建仓
F
FORD MTR CO
+$134.0K
10,921
增持
C
CITIGROUP INC
+$125.6K
5,459
+12%
增持
FPE
FIRST TR EXCH TRADED FD III
+$118.4K
91,967
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$116.7K
4,960
+6%
增持
DE
DEERE & CO
+$116.6K
1,403
+38%
增持
SCHM
SCHWAB STRATEGIC TR
+$115.8K
38,515
+5%
增持
TXN
TEXAS INSTRS INC
-$109.6K
4,695
+2%
增持
APH
AMPHENOL CORP NEW
+$109.4K
2,543
+21%
增持
BAC
BANK AMERICA CORP
+$108.3K
15,642
+8%
增持
UNP
UNION PAC CORP
+$105.9K
2,530
+19%
减持
ALT
ALTIMMUNE INC
-$103.3K
96,288
-22%
减持
PM
PHILIP MORRIS INTL INC
-$100.8K
3,950
-2%
增持
BNY
BANK NEW YORK MELLON CORP
+$99.0K
5,702
+2%
增持
MA
MASTERCARD INCORPORATED
+$96.4K
1,259
+13%
减持
PFE
PFIZER INC
-$86.3K
89,743
-14%
增持
NVO
NOVO-NORDISK A S
-$85.6K
8,933
+0%
增持
COP
CONOCOPHILLIPS
+$84.8K
4,869
+15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$79.2K
11,057
-15%
增持
QQQ
INVESCO QQQ TR
+$79.2K
871
+8%
增持
PG
PROCTER AND GAMBLE CO
+$77.1K
2,488
+30%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$74.5K
13,036
+6%
减持
DGRO
ISHARES TR
+$73.1K
19,049
-1%
增持
V
VISA INC
+$62.7K
3,615
+7%
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$62.5K
16,212
-24%
增持
GSK
GSK PLC
+$60.1K
6,547
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$58.7K
2,650
+28%
增持
TLT
ISHARES TR
+$57.0K
5,808
+11%
增持
MCD
MCDONALDS CORP
+$57.0K
1,073
+18%
增持
SDOG
ALPS ETF TR
+$56.6K
15,813
+1%
减持
NUV
NUVEEN MUN VALUE FD INC
-$56.5K
69,396
-11%
增持
HBCP
HOME BANCORP INC
+$54.4K
21,953
+0%
增持
BA
BOEING CO
+$54.2K
7,719
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$53.2K
24,579
+0%
增持
CAVA
CAVA GROUP INC
+$52.7K
6,625
+57%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$49.8K
26,811
+5%
增持
PSX
PHILLIPS 66
+$48.5K
2,037
+8%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$48.4K
5,325
-16%
减持
SYY
SYSCO CORP
-$47.5K
3,354
-22%
增持
ENB
ENBRIDGE INC
+$46.5K
6,008
+8%
减持
AMGN
AMGEN INC
+$43.1K
2,263
-0%
增持
AFL
AFLAC INC
+$42.9K
2,889
+10%
增持
EMR
EMERSON ELEC CO
+$41.6K
2,352
+17%
增持
RF
REGIONS FINANCIAL CORP NEW
+$40.2K
9,688
+7%
增持
IVE
ISHARES TR
+$38.6K
1,641
+6%
增持
TGT
TARGET CORP
+$38.0K
5,653
+20%
增持
NVS
NOVARTIS AG
+$37.8K
3,121
+1%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$35.4K
11,650
-15%
增持
—
LINDE PLC
+$33.5K
716
+12%
减持
KO
COCA COLA CO
-$29.0K
6,344
-1%
增持
SO
SOUTHERN CO
+$28.3K
5,333
+3%
增持
ABT
ABBOTT LABS
+$28.1K
2,387
+12%
增持
SCHX
SCHWAB STRATEGIC TR
+$27.3K
9,780
+3%
减持
PEP
PEPSICO INC
+$27.1K
4,575
-4%
增持
BLK
BLACKROCK INC
+$26.6K
233
+2%
增持
LNG
CHENIERE ENERGY INC
-$24.3K
2,664
+1%
增持
CAG
CONAGRA BRANDS INC
+$22.6K
44,077
+9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.4K
3,412
-1%
减持
TALO
TALOS ENERGY INC
+$18.6K
15,286
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$13.0K
392
+0%
减持
ALL
ALLSTATE CORP
+$11.5K
1,249
-0%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$9.9K
3,025
-6%
减持
FNDX
SCHWAB STRATEGIC TR
+$8.0K
11,962
-5%
增持
VG
VENTURE GLOBAL INC
-$6.7K
13,175
+2%
减持
VNQ
VANGUARD INDEX FDS
-$6.0K
7,983
-4%
增持
WM
WASTE MGMT INC DEL
+$2.4K
2,088
+5%
