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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 26
增持 49
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
FMDE
FIDELITY COVINGTON TRUST
+$19.6M
539,497
增持
VYMI
VANGUARD WHITEHALL FDS
+$13.3M
597,971
+26%
增持
BILZ
PIMCO ETF TR
+$6.8M
276,822
+32%
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
OKE
ONEOK INC NEW
-$5.1M
26,279
-73%
增持
VO
VANGUARD INDEX FDS
+$3.4M
25,090
+91%
减持
AMLP
ALPS ETF TR
-$3.4M
259,174
-22%
建仓
EQL
ALPS ETF TR
+$3.2M
68,323
增持
SPBO
SPDR SERIES TRUST
+$3.0M
1,027,716
+12%
建仓
SPYM
SPDR SERIES TRUST
+$2.5M
30,675
增持
VTI
VANGUARD INDEX FDS
+$2.3M
55,290
+12%
减持
CMI
CUMMINS INC
+$2.1M
31,366
-4%
建仓
OUSM
ALPS ETF TR
+$2.1M
48,140
增持
—
GARMIN LTD
-$2.1M
44,460
+2%
减持
PFF
ISHARES TR
-$1.7M
700,509
-5%
增持
NOBL
PROSHARES TR
+$1.7M
258,826
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$1.6M
52,118
+515%
减持
IJR
ISHARES TR
-$1.5M
142,929
-9%
减持
T
AT&T INC
-$1.4M
477,862
-0%
减持
CSCO
CISCO SYS INC
+$1.3M
165,395
-1%
减持
—
EATON CORP PLC
-$1.3M
22,474
-0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.3M
68,044
+46%
减持
GPC
GENUINE PARTS CO
-$1.2M
68,219
-2%
建仓
ENFR
ALPS ETF TR
+$1.2M
37,848
减持
IVV
ISHARES TR
-$1.2M
3,852
-32%
增持
PM
PHILIP MORRIS INTL INC
+$1.1M
10,773
+173%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.1M
72,208
减持
RTX
RTX CORPORATION
+$1.1M
99,812
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
109,130
+19%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.0M
1,981,994
-1%
增持
GOOG
ALPHABET INC
+$889.1K
12,765
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$788.9K
320,988
-4%
清仓
VNQ
VANGUARD INDEX FDS
-$731.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
-$730.0K
81,364
-2%
减持
AAPL
APPLE INC
+$599.0K
43,611
-1%
减持
VUG
VANGUARD INDEX FDS
-$579.2K
110,018
-2%
减持
USB
US BANCORP DEL
+$571.3K
104,989
-0%
减持
IVW
ISHARES TR
-$571.1K
3,422
-58%
减持
MSFT
MICROSOFT CORP
-$547.3K
11,724
-2%
建仓
IJS
ISHARES TR
+$544.4K
4,787
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$528.7K
6,814
-14%
增持
—
EXXON MOBIL CORP
+$466.6K
51,243
+1%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$460.9K
5,513
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$445.3K
4,926
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$441.7K
0
-100%
建仓
FELG
FIDELITY COVINGTON TRUST
+$439.6K
10,541
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$437.6K
6,299
增持
FHN
FIRST HORIZON CORPORATION
+$417.2K
116,581
+10%
清仓
CAVA
CAVA GROUP INC
-$408.6K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$402.1K
7,479
清仓
IYW
ISHARES TR
-$400.9K
0
-100%
建仓
TCAL
T ROWE PRICE ETF INC
+$399.3K
16,940
增持
HBCP
HOME BANCORP INC
+$397.9K
27,474
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$387.3K
104,539
+11%
建仓
AVDV
AMERICAN CENTY ETF TR
+$375.7K
3,998
建仓
ADBE
ADOBE INC
+$364.0K
1,040
清仓
—
AKERO THERAPEUTICS INC
-$333.1K
0
-100%
增持
WMT
WALMART INC
+$321.9K
26,017
+3%
增持
QCOM
QUALCOMM INC
+$314.4K
55,061
+1%
增持
NVO
NOVO-NORDISK A S
+$305.5K
16,392
+83%
建仓
TFC
TRUIST FINL CORP
+$304.3K
6,183
建仓
FSMD
FIDELITY COVINGTON TRUST
+$300.3K
6,806
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$262.9K
370,291
+1%
增持
LW
LAMB WESTON HLDGS INC
-$259.2K
14,131
+3%
建仓
GIS
GENERAL MLS INC
+$258.6K
5,562
增持
AMZN
AMAZON COM INC
+$245.5K
11,169
+6%
减持
LLY
ELI LILLY & CO
+$239.1K
1,158
-5%
建仓
MO
ALTRIA GROUP INC
+$238.3K
4,132
清仓
WHR
WHIRLPOOL CORP
-$237.0K
0
-100%
清仓
NXP
NUVEEN SELECT TAX-FREE INCOM
-$235.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$229.6K
3,576
-2%
建仓
EOG
EOG RES INC
+$229.4K
2,185
建仓
TKR
TIMKEN CO
+$220.3K
2,619
清仓
RMD
RESMED INC
-$218.0K
0
-100%
清仓
IYE
ISHARES TR
-$217.7K
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$217.6K
6,428
建仓
—
MEDTRONIC PLC
+$216.4K
2,253
建仓
RIO
RIO TINTO PLC
+$216.3K
2,703
减持
PFE
PFIZER INC
-$214.3K
89,462
-0%
清仓
CEG
CONSTELLATION ENERGY CORP
-$205.3K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$204.9K
81,123
-12%
清仓
IAU
ISHARES GOLD TR
-$203.8K
0
-100%
减持
O
REALTY INCOME CORP
-$202.2K
5,080
-37%
建仓
COF
CAPITAL ONE FINL CORP
+$201.6K
832
减持
HD
HOME DEPOT INC
-$192.0K
2,217
-8%
增持
SFNC
SIMMONS 1ST NATL CORP
+$180.4K
25,090
+66%
减持
NUV
NUVEEN MUN VALUE FD INC
-$172.5K
49,822
-28%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$154.4K
230,441
+0%
减持
CAG
CONAGRA BRANDS INC
-$148.8K
40,549
-8%
清仓
TALO
TALOS ENERGY INC
-$148.6K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$148.5K
69,922
+6%
减持
JNJ
JOHNSON & JOHNSON
+$140.1K
7,191
-1%
减持
TSLA
TESLA INC
-$139.6K
5,132
-4%
减持
MRK
MERCK & CO INC
+$134.7K
9,863
-2%
减持
CVS
CVS HEALTH CORP
-$133.7K
8,444
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
+$133.4K
13,869
+41%
减持
VOO
VANGUARD INDEX FDS
-$130.2K
5,486
-6%
增持
LMT
LOCKHEED MARTIN CORP
-$120.2K
13,339
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$116.0K
13,725
+32%
增持
NEM
NEWMONT CORP
+$111.9K
6,788
+3%
减持
LRGG
NOMURA ETF TR
-$108.0K
7,920
-30%
增持
UNH
UNITEDHEALTH GROUP INC
+$107.9K
4,696
+13%
减持
GLD
SPDR GOLD TR
+$106.1K
4,720
-5%
减持
JPM
JPMORGAN CHASE & CO.
+$102.5K
11,298
-1%
增持
C
CITIGROUP INC
+$98.4K
5,461
+0%
增持
VG
VENTURE GLOBAL INC
-$96.2K
14,336
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$95.9K
11,501
+4%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$94.7K
24,690
-8%
增持
VTV
VANGUARD INDEX FDS
+$89.0K
8,409
+4%
增持
ABBV
ABBVIE INC
-$86.7K
5,843
+0%
减持
TXN
TEXAS INSTRS INC
-$83.9K
4,398
-6%
减持
COST
COSTCO WHSL CORP NEW
-$82.1K
776
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$80.6K
5,810
+0%
增持
BAC
BANK AMERICA CORP
+$80.1K
15,869
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$79.9K
2,445
-8%
减持
AVGO
BROADCOM INC
+$79.8K
8,164
-1%
减持
SYY
SYSCO CORP
-$76.2K
2,735
-18%
减持
META
META PLATFORMS INC
-$71.6K
1,126
-1%
增持
ORCL
ORACLE CORP
-$68.7K
2,284
+28%
减持
COP
CONOCOPHILLIPS
-$65.8K
4,262
-12%
减持
AIQ
GLOBAL X FDS
-$63.3K
32,470
-6%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$60.2K
11,025
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$59.1K
18,829
-4%
减持
ABT
ABBOTT LABS
-$57.7K
2,082
-13%
减持
TGT
TARGET CORP
-$57.0K
4,572
-19%
增持
FNDX
SCHWAB STRATEGIC TR
+$53.3K
13,572
+13%
增持
QQQ
INVESCO QQQ TR
+$52.0K
940
+8%
减持
MA
MASTERCARD INCORPORATED
-$51.0K
1,176
-7%
增持
BA
BOEING CO
+$46.1K
7,863
+2%
建仓
AUR
AURORA INNOVATION INC
+$46.1K
12,000
减持
BNY
BANK NEW YORK MELLON CORP
+$42.9K
5,617
-1%
增持
SPHD
INVESCO EXCH TRADED FD TR II
-$42.1K
24,582
+0%
增持
CAT
CATERPILLAR INC
+$41.3K
438
+0%
增持
LNG
CHENIERE ENERGY INC
-$41.2K
2,969
+11%
减持
BLK
BLACKROCK INC
-$41.1K
210
-10%
减持
NVDA
NVIDIA CORPORATION
-$36.6K
13,512
-1%
减持
IVE
ISHARES TR
-$36.3K
1,431
-13%
减持
—
LINDE PLC
-$34.9K
702
-2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$34.1K
5,955
-1%
增持
MCD
MCDONALDS CORP
+$33.6K
1,165
+9%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$31.8K
10,150
-13%
减持
SGOV
ISHARES TR
-$30.4K
3,174
-9%
减持
HWC
HANCOCK WHITNEY CORPORATION
+$28.6K
86,317
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$24.4K
7,383
+102%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$24.3K
1,957
-11%
增持
DGRO
ISHARES TR
+$22.0K
19,067
+0%
增持
SO
SOUTHERN CO
-$20.6K
5,561
+4%
减持
UPS
UNITED PARCEL SERVICE INC
+$20.3K
2,436
-7%
减持
UNP
UNION PAC CORP
-$20.2K
2,480
-2%
增持
NTAP
NETAPP INC
-$19.8K
2,403
+3%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$19.6K
16,400
-11%
