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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 88
减持 39
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$19.2M
0
-100%
减持
QCOM
QUALCOMM INC
-$8.9M
3,808
-93%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.5M
29,906
+537%
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
+$6.3M
637,700
+7%
增持
VUG
VANGUARD INDEX FDS
-$4.8M
111,794
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$4.6M
1,921,721
-3%
减持
RTX
RTX CORPORATION
-$3.1M
78,665
-21%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$2.8M
256,650
+11%
增持
BILZ
PIMCO ETF TR
+$2.7M
302,867
+9%
减持
VLO
VALERO ENERGY CORP
+$2.7M
64,352
-21%
增持
SPBO
SPDR SERIES TRUST
+$2.6M
1,126,788
+10%
减持
—
EXXON MOBIL CORP
+$2.1M
48,990
-4%
增持
T
AT&T INC
+$2.1M
482,132
+1%
增持
CVX
CHEVRON CORPORATION
+$1.9M
33,265
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
13,735
+3%
建仓
BFST
BUSINESS FIRST BANCSHARES IN
+$1.6M
59,449
减持
XLE
SELECT SECTOR SPDR TR
-$1.6M
12,431
-76%
增持
—
GARMIN LTD
+$1.5M
45,288
+2%
减持
GPC
GENUINE PARTS CO
-$1.4M
66,133
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
4,242
-38%
增持
—
EATON CORP PLC
+$1.3M
23,632
+5%
减持
AMLP
ALPS ETF TR
+$1.2M
254,318
-2%
减持
PFF
ISHARES TR
-$1.2M
676,190
-3%
增持
MMM
3M CO
-$1.1M
92,815
+2%
增持
IVV
ISHARES TR
+$1.0M
5,577
+45%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$924.7K
126,523
+16%
减持
CMI
CUMMINS INC
+$802.9K
31,251
-0%
增持
FDVV
FIDELITY COVINGTON TRUST
+$793.2K
84,190
+24%
增持
TLT
ISHARES TR
+$792.3K
14,979
+158%
清仓
HD
HOME DEPOT INC
-$762.9K
0
-100%
增持
AAPL
APPLE INC
-$707.5K
43,928
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$656.8K
20,300
+8%
增持
HBCP
HOMEBANCORP INC
+$593.7K
36,013
+31%
增持
VTI
VANGUARD INDEX FDS
-$534.4K
56,116
+1%
增持
OKE
ONEOK INC NEW
+$464.9K
26,512
+1%
增持
WMT
WALMART INC
+$447.3K
26,922
+3%
增持
JNJ
JOHNSON & JOHNSON
+$431.4K
7,853
+9%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$425.5K
0
-100%
增持
UPS
UNITED PARCEL SVCS INC
+$399.2K
6,514
+167%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$397.5K
395,850
+7%
增持
MSFT
MICROSOFT CORP
-$375.1K
14,304
+22%
建仓
FANG
DIAMONDBACK ENERGY INC
+$370.5K
1,873
清仓
ADBE
ADOBE INC
-$364.0K
0
-100%
减持
GOOG
ALPHABET INC
-$359.6K
12,711
-0%
增持
TSLA
TESLA INC
-$350.7K
5,265
+3%
清仓
APH
AMPHENOL CORP NEW
-$343.7K
0
-100%
增持
FHN
FIRST HORIZON CORPORATION
+$329.5K
136,898
+17%
增持
BA
BOEING CO
+$311.9K
10,145
+29%
增持
LNG
CHENIERE ENERGY INC
+$308.8K
3,122
+5%
增持
FSMD
FIDELITY COVINGTON TRUST
+$302.1K
13,471
+98%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$293.0K
6,992
清仓
TDIV
FIRST TR EXCHANGE TRADED FD
-$292.9K
0
-100%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$287.1K
82,496
+14%
减持
NVO
NOVO-NORDISK A S
-$280.3K
15,066
-8%
增持
AVGO
BROADCOM INC
-$279.1K
8,227
+1%
增持
ENFR
ALPS ETF TR
+$272.3K
38,283
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$264.4K
4,783
+40%
清仓
ABT
ABBOTT LABS
-$260.9K
0
-100%
清仓
GIS
GENERAL MLS INC
-$258.6K
0
-100%
增持
CSCO
CISCO SYS INC
+$251.6K
167,443
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$251.5K
16,262
+17%
建仓
IYE
ISHARES TR
+$250.1K
3,862
减持
USB
US BANCORP
-$249.6K
102,916
-2%
增持
TCAL
T ROWE PRICE ETF INC
+$243.8K
28,774
+70%
建仓
BP
BP PLC
+$237.9K
5,062
建仓
SHEL
SHELL PLC
+$237.7K
2,556
增持
FELG
FIDELITY COVINGTON TRUST
+$236.6K
18,037
+71%
清仓
LRGG
NOMURA ETF TR
-$234.4K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$233.6K
906
+17%
建仓
WMB
WILLIAMS COS INC
+$230.3K
3,164
清仓
BLK
BLACKROCK INC
-$224.8K
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$222.6K
0
-100%
建仓
NFLX
NETFLIX INC.
+$221.0K
2,298
增持
JPM
JPMORGAN CHASE & CO
-$220.0K
11,627
+3%
减持
PFE
PFIZER INC
+$219.9K
87,161
-3%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$214.6K
5,213
增持
FMDE
FIDELITY COVINGTON TRUST
+$214.3K
551,758
+2%
建仓
AMAT
APPLIED MATLS INC
+$210.9K
617
清仓
COF
CAPITAL ONE FINL CORP
-$201.6K
0
-100%
增持
EQL
ALPS ETF TR
+$199.4K
70,821
+4%
增持
DE
DEERE & CO
+$196.3K
1,451
+9%
减持
LLY
ELI LILLY & CO
-$195.7K
1,140
-2%
增持
SCHG
SCHWAB STRATEGIC TR
-$192.3K
110,461
+6%
减持
V
VISA INC
-$189.5K
3,562
-1%
建仓
NXP
NUVEEN SELECT TAX-FREE INCOM
+$185.9K
12,957
增持
AMZN
AMAZON COM INC
-$175.8K
11,534
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$171.1K
13,050
+13%
减持
COP
CONOCOPHILLIPS
+$162.7K
4,255
-0%
减持
EME
EMCOR GROUP INC
+$156.2K
1,259
-0%
减持
NOBL
PROSHARES TR
+$148.5K
255,491
-1%
减持
MRK
MERCK & CO INC
+$147.5K
9,857
-0%
增持
MO
ALTRIA GROUP INC
+$146.9K
5,836
+41%
增持
ET
ENERGY TRANSFER L P
+$141.8K
28,233
+15%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$132.5K
8,127
-29%
减持
CVS
CVS HEALTH CORP
-$132.4K
7,487
-11%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$130.9K
5,891
+1%
增持
VG
VENTURE GLOBAL INC
+$130.6K
14,493
+1%
增持
CNQ
CANADIAN NAT RES LTD MED TER
+$125.7K
7,045
+10%
增持
OUSM
ALPS ETF TR
+$120.8K
50,901
+6%
增持
PSX
PHILLIPS 66
+$119.0K
2,198
+1%
增持
TXN
TEXAS INSTRS INC
+$115.3K
4,524
+3%
增持
EOG
EOG RES INC
+$114.9K
2,382
+9%
增持
PEP
PEPSICO INC
+$112.9K
4,933
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$112.6K
14,605
+6%
减持
TGT
TARGET CORP
+$91.1K
4,439
-3%
减持
MA
MASTERCARD INCORPORATED
-$87.3K
1,169
-1%
增持
NEM
NEWMONT CORP
+$83.6K
7,034
+4%
增持
ORCL
ORACLE CORP
-$83.4K
2,459
+8%
减持
GLD
SPDR GOLD TR
+$81.6K
4,537
-4%
减持
IJS
ISHARES TR
-$80.8K
3,914
-18%
增持
OBK
ORIGIN BANCORP INC
+$79.9K
13,917
+5%
减持
IJR
ISHARES TR
-$76.3K
137,566
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$71.9K
7,457
+1%
增持
RIO
RIO TINTO PLC
+$71.7K
3,087
+14%
增持
VFLO
VICTORY PORTFOLIOS II
+$71.0K
19,815
+10%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$70.7K
25,210
+3%
增持
FNDX
SCHWAB STRATEGIC TR
+$70.0K
15,772
+16%
增持
CAT
CATERPILLAR INC
+$66.5K
448
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$65.9K
5,800
-17%
增持
SPYM
SPDR SERIES TRUST
+$63.7K
32,982
+8%
增持
AMGN
AMGEN INC
+$61.2K
2,279
+1%
增持
ABBV
ABBVIE INC
-$60.6K
5,860
+0%
增持
VOO
VANGUARD INDEX FDS
+$59.4K
5,857
+7%
增持
MCD
MCDONALDS CORP
+$58.1K
1,332
+14%
增持
GD
GENERAL DYNAMICS CORP
+$56.6K
930
+19%
增持
UNP
UNION PAC CORP
+$54.5K
2,589
+4%
增持
BAC
BANK AMERICA CORP
-$54.2K
16,792
+6%
增持
NVS
NOVARTIS AG
+$53.5K
3,167
+1%
增持
VO
VANGUARD INDEX FDS
+$52.7K
25,540
+2%
减持
SO
SOUTHERN CO
+$51.6K
5,559
-0%
增持
ENB
ENBRIDGE INC
+$50.8K
6,309
+4%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$50.3K
28,493
+15%
增持
FPE
FIRST TR EXCH TRADED FD III
+$49.8K
86,076
+6%
增持
TKR
TIMKEN CO
+$48.8K
2,676
+2%
增持
META
META PLATFORMS INC
-$47.5K
1,216
+8%
增持
WM
WASTE MGMT INC DEL
+$43.7K
2,177
+5%
增持
GSK
GSK PLC
+$43.0K
6,597
+1%
增持
KO
COCA COLA CO
+$40.0K
6,137
+1%
减持
RRBI
RED RIVER BANCSHARES INC
+$38.7K
10,300
-18%
增持
AIQ
GLOBAL X FDS
-$38.0K
34,570
+6%
减持
PG
PROCTER & GAMBLE CO
-$34.2K
2,457
-10%
减持
GEL
GENESIS ENERGY L P
+$32.4K
16,613
-2%
减持
SCHM
SCHWAB STRATEGIC TR
+$32.2K
37,490
-0%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$31.7K
6,873
+9%
减持
SBI
WESTERN ASSET INTER MUNI
-$30.7K
42,556
-9%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$30.7K
14,250
-13%
减持
—
LINDE PLC
+$28.4K
661
-6%
减持
PM
PHILIP MORRIS INTL INC
+$27.6K
10,618
-1%
增持
AVSC
AMERICAN CENTY ETF TR
+$26.2K
3,867
+6%
减持
KTF
DWS MUN INCOME TR
-$26.1K
22,500
-11%
