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Summit Global Investments 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Summit Global Investments
报告期 2026-03-31 · CIK 0001697953
持仓数
483
前50大市值合计
$1.30B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 36
增持 35
减持 41
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON.COM INC
-$28.6M
2,195
-80%
减持
QQQ
INVESCO QQQ TRUST SERIES 1
-$25.9M
20,923
-75%
减持
AMD
ADVANCED MICRO DEVICES
-$25.0M
6,076
-97%
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。
清仓
IDXX
IDEXX LABORATORIES INC
-$24.9M
0
-100%
减持
MTUM
ISHARES MSCI USA MOMENTUM FA
-$22.5M
36,684
-77%
清仓
—
CERNER CORP
-$20.6M
0
-100%
清仓
HUM
HUMANA INC
-$17.8M
0
-100%
减持
MSFT
MICROSOFT CORP
-$16.7M
87,116
-33%
建仓
KHC
KRAFT HEINZ CO/THE
+$15.2M
385,268
减持
ADBE
ADOBE INC
-$15.2M
37,552
-34%
增持
—
KELLOGG CO
+$15.0M
242,611
+2184%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWRE
-$14.3M
53,468
-58%
增持
ABBV
ABBVIE INC
+$14.1M
122,805
+184%
减持
ZTS
ZOETIS INC
-$14.0M
39,635
-55%
减持
IJR
ISHARES CORE S&P SMALL-CAP E
-$12.3M
69,178
-60%
减持
AGG
ISHARES CORE U.S. AGGREGATE
-$12.2M
542,507
-12%
增持
INCY
INCYTE CORP
+$12.0M
183,871
+416%
增持
—
EXXON MOBIL CORP
+$12.0M
241,282
+85%
减持
CTAS
CINTAS CORP
-$11.8M
11,920
-69%
建仓
GILD
GILEAD SCIENCES INC
+$11.8M
197,647
增持
PFE
PFIZER INC
+$11.6M
421,532
+143%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$11.4M
214,089
建仓
MDLZ
MONDELEZ INTERNATIONAL INC-A
+$11.0M
175,529
减持
TGT
TARGET CORP
-$10.6M
86,084
-31%
清仓
LULU
LULULEMON ATHLETICA INC
-$10.3M
0
-100%
减持
AAPL
APPLE INC
-$10.2M
161,473
-25%
增持
MRK
MERCK & CO. INC.
+$10.1M
264,861
+75%
建仓
VLO
VALERO ENERGY CORP
+$9.8M
96,829
建仓
XLF
FINANCIAL SELECT SECTOR SPDR
+$9.6M
251,648
清仓
CBOE
CBOE GLOBAL MARKETS INC
-$9.4M
0
-100%
清仓
QUAL
ISHARES MSCI USA QUALITY FAC
-$8.8M
0
-100%
减持
INTU
INTUIT INC
-$8.3M
34,613
-11%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$8.2M
161,402
-38%
增持
SO
SOUTHERN CO/THE
+$8.2M
185,011
+144%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERS
+$8.0M
660,201
+155%
清仓
MNST
MONSTER BEVERAGE CORP
-$7.8M
0
-100%
清仓
BBY
BEST BUY CO INC
-$7.7M
0
-100%
增持
HRL
HORMEL FOODS CORP
+$7.7M
199,914
+277%
减持
NOW
SERVICENOW INC
-$7.6M
1,289
-90%
清仓
PAYC
PAYCOM SOFTWARE INC
-$7.6M
0
-100%
减持
NFLX
NETFLIX INC
-$7.6M
2,532
-82%
减持
FTNT
FORTINET INC
-$7.3M
998
-95%
减持
WMT
WALMART INC
-$7.1M
162,631
-25%
减持
NVR
NVR INC
-$6.9M
2,142
-23%
增持
HSY
HERSHEY CO/THE
+$6.8M
93,720
+34%
增持
—
ARCH CAPITAL GROUP LTD
+$6.8M
257,758
+100%
建仓
MCK
MCKESSON CORPORATION
+$6.7M
21,879
建仓
—
ACCENTURE PLC-CL A
+$6.6M
19,484
建仓
PPL
PPL CORP
+$6.4M
224,376
减持
LKQ
LKQ CORP
-$6.4M
9,445
-92%
清仓
DFEOX
DFA US CORE EQTY 1 PORT
-$6.3M
0
-100%
增持
EA
ELECTRONIC ARTS INC
+$6.3M
82,934
+159%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$6.3M
139,733
增持
—
HOLOGIC INC
+$6.0M
99,187
+380%
建仓
SYY
SYSCO CORP
+$5.8M
71,516
减持
TROW
T ROWE PRICE GROUP INC
-$5.5M
17,699
-58%
减持
GOOGL
ALPHABET INC-CL A
-$5.5M
1,821
-50%
增持
XEL
XCEL ENERGY INC
+$5.5M
83,630
+871%
建仓
PSA
PUBLIC STORAGE
+$5.4M
13,834
增持
USMV
ISHARES MSCI USA MIN VOL FAC
+$5.4M
216,808
+53%
建仓
—
ROYALTY PHARMA PLC- CL A
+$5.2M
132,965
增持
KR
KROGER CO
+$5.0M
145,078
+97%
清仓
PRWCX
T ROWE PR CAPTL APPREC-INV
-$5.0M
0
-100%
清仓
CAN
CANAAN INC
-$4.9M
0
-100%
建仓
SCHD
SCHWAB US DVD EQUITY ETF
+$4.8M
61,013
增持
EFAV
ISHARES MSCI EAFE MIN VOL FA
+$4.6M
70,879
+986%
增持
BAC
BANK OF AMERICA CORP
+$4.4M
223,961
+108%
减持
AMH
AMERICAN HOMES 4 RENT- A
-$4.4M
52,494
-65%
增持
SMMV
ISHARES MSCI USA SMALL-CAP M
+$4.4M
148,707
+414%
清仓
ETILX
EVENTIDE GILEAD FUND-INST
-$4.4M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$4.3M
12,426
+286%
减持
JPM
JPMORGAN CHASE & CO
-$4.3M
35,283
-39%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$4.1M
80,642
建仓
KO
COCA-COLA CO/THE
+$4.0M
64,993
清仓
F
FORD MOTOR CO
-$4.0M
0
-100%
建仓
META
META PLATFORMS INC-CLASS A
+$4.0M
17,862
清仓
AWK
AMERICAN WATER WORKS CO INC
-$3.9M
0
-100%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BO
-$3.9M
392,931
-14%
建仓
GD
GENERAL DYNAMICS CORP
+$3.8M
15,918
减持
CVX
CHEVRON CORP
+$3.8M
85,611
-1%
建仓
IVV
ISHARES CORE S&P 500 ETF
+$3.7M
8,221
清仓
GS
GOLDMAN SACHS GROUP INC
-$3.7M
0
-100%
增持
TIP
ISHARES TIPS BOND ETF
+$3.6M
59,963
+102%
增持
CTRA
COTERRA ENERGY INC
+$3.5M
158,652
+302%
建仓
SPTL
SPDR PORT LNG TRM TRSRY
+$3.3M
87,199
减持
APD
AIR PRODUCTS & CHEMICALS INC
-$3.3M
6,996
-57%
增持
CL
COLGATE-PALMOLIVE CO
+$3.3M
45,564
+1814%
建仓
IGIB
ISHARES 5-10Y INV GRADE CORP
+$3.2M
58,635
减持
SNPS
SYNOPSYS INC
-$3.1M
1,035
-89%
建仓
—
CREDICORP LTD
+$3.0M
17,601
增持
DUK
DUKE ENERGY CORP
+$3.0M
90,310
+34%
建仓
LUV
SOUTHWEST AIRLINES CO
+$3.0M
64,557
清仓
VDIGX
VANGUARD DIVIDEND GROWTH-INV
-$2.9M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$2.9M
27,744
-8%
清仓
—
DUCK CREEK TECHNOLOGIES INC
-$2.8M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.8M
90,562
-5%
清仓
PRHSX
T ROWE PR HEALTH SCIENCES
-$2.8M
0
-100%
清仓
CLX
CLOROX COMPANY
-$2.8M
0
-100%
清仓
IOFIX
ALPHACENTRIC INCOME OPP-I
-$2.7M
0
-100%
减持
DOW
DOW INC
-$2.7M
63,924
-47%
清仓
EHC
ENCOMPASS HEALTH CORP
-$2.6M
0
-100%
清仓
—
WILLIS TOWERS WATSON PLC
-$2.6M
0
-100%
减持
WM
WASTE MANAGEMENT INC
-$2.5M
26,642
-34%
增持
NEE
NEXTERA ENERGY INC
+$2.5M
66,127
+98%
清仓
XLE
ENERGY SELECT SECTOR SPDR
-$2.5M
0
-100%
减持
COST
COSTCO WHOLESALE CORP
-$2.4M
18,360
-20%
清仓
FLO
FLOWERS FOODS INC
-$2.4M
0
-100%
清仓
YUMC
YUM CHINA HOLDINGS INC
-$2.4M
0
-100%
减持
QRVO
QORVO INC
-$2.4M
64,438
-3%
清仓
CDNS
CADENCE DESIGN SYS INC
-$2.3M
0
-100%
清仓
DFLVX
DFA US LRG CAP VAL PORT-INST
-$2.3M
0
-100%
建仓
SSNC
SS&C TECHNOLOGIES HOLDINGS
+$2.2M
29,892
减持
CPRT
COPART INC
-$2.2M
49,842
-11%
建仓
CCI
CROWN CASTLE INTL CORP
+$2.2M
11,730
清仓
MKC
MCCORMICK & CO-NON VTG SHRS
-$2.2M
0
-100%
建仓
DLTR
DOLLAR TREE INC
+$2.1M
13,393
建仓
EXPE
EXPEDIA GROUP INC
+$2.1M
10,911
减持
—
LIFE STORAGE INC
-$2.1M
9,200
-59%
清仓
—
CNH INDUSTRIAL NV
-$2.1M
0
-100%
清仓
—
PETROCHINA CO LTD -ADR
-$2.1M
0
-100%
增持
AMT
AMERICAN TOWER CORP
+$2.0M
8,897
+1110%
增持
LSTR
LANDSTAR SYSTEM INC
+$2.0M
18,643
+296%
建仓
AMGN
AMGEN INC
+$1.9M
8,065
建仓
LPX
LOUISIANA-PACIFIC CORP
+$1.9M
30,778
减持
AVGO
BROADCOM INC
-$1.9M
3,235
-45%
建仓
EXC
EXELON CORP
+$1.9M
39,411
减持
SLM
SLM CORP
-$1.9M
53,204
-63%
减持
FAST
FASTENAL CO
-$1.9M
192,714
-7%
增持
MRSH
MARSH & MCLENNAN COS
+$1.9M
12,069
+919%
减持
—
BLUEPRINT MEDICINES CORP
-$1.8M
18,582
-34%
建仓
ORLY
O'REILLY AUTOMOTIVE INC
+$1.8M
2,658
增持
FDS
FACTSET RESEARCH SYSTEMS INC
+$1.8M
15,190
+54%
清仓
—
APRIA INC
-$1.8M
0
-100%
清仓
—
DFA CONTINENTAL SMALL CO PTF
-$1.8M
0
-100%
建仓
—
LABORATORY CRP OF AMER HLDGS
+$1.7M
6,627
建仓
AVY
AVERY DENNISON CORP
+$1.7M
9,744
增持
FDX
FEDEX CORP
-$1.7M
65,008
+1%
增持
—
MEDTRONIC PLC
+$1.7M
30,475
+84%
建仓
OMC
OMNICOM GROUP
+$1.7M
19,600
增持
COKE
COCA-COLA CONSOLIDATED INC
+$1.7M
6,597
+152%
建仓
—
SAFEHOLD INC
+$1.7M
29,900
建仓
IWM
ISHARES RUSSELL 2000 ETF
+$1.6M
7,978
清仓
NTST
NETSTREIT CORP
-$1.6M
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$1.6M
0
-100%
清仓
FBGRX
FIDELITY BLUE CHIP GROWTH
-$1.6M
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
263,219
+15%
增持
ALL
ALLSTATE CORP
+$1.5M
13,703
+321%
增持
PEG
PUBLIC SERVICE ENTERPRISE GP
+$1.5M
25,382
+464%
清仓
VWIAX
VANGUARD WELLESLEY INC-ADM
-$1.5M
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL
-$1.5M
0
-100%
