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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 32
增持 29
减持 60
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND
-$41.6M
162,399
-70%
增持
VOO
VANGUARD S P 500 ETF
+$22.9M
80,738
+559%
减持
TGT
TARGET CORP
-$17.3M
6,949
-92%
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
FDX
FEDEX CORP COM USD0.10
-$14.6M
1,823
-97%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$13.9M
151,950
减持
SO
SOUTHERN CO
-$11.3M
29,725
-84%
增持
LUV
SOUTHWEST AIRLINES CO
+$11.1M
387,965
+501%
减持
ABBV
ABBVIE INC
-$10.9M
58,583
-52%
减持
ISTB
ISHARES CORE 1 5 YEAR USD BOND
-$10.1M
189,506
-52%
减持
WMT
WALMART INC COM
-$9.8M
118,693
-27%
建仓
NI
NISOURCE INC
+$9.7M
328,677
增持
DOW
DOW INC
+$9.1M
254,408
+298%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$9.0M
54,498
-75%
减持
NVR
NVR INC COM USD0.01
-$8.9M
164
-92%
减持
AAPL
APPLE INC
-$7.9M
148,174
-8%
减持
QRVO
QORVO INC
-$7.6M
4,404
-93%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$7.5M
132,243
-39%
减持
FAST
FASTENAL CO
-$6.9M
90,452
-53%
减持
ZTS
ZOETIS INC
-$6.5M
5,527
-86%
减持
IJR
ISHARES CORE S P SMALL CAP
-$6.4M
11,644
-83%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$6.2M
110,955
-56%
增持
EVRG
EVERGY INC
+$6.1M
116,417
+422%
建仓
SPLV
INVESCO S P 500 LOW VOLATILITY
+$5.9M
94,444
减持
TTWO
TAKETWO INTERACTIVE SOFTWARE INC
-$5.7M
20,312
-62%
建仓
LNT
ALLIANT ENERGY CORP
+$5.7M
96,681
减持
VGIT
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
-$5.6M
7,271
-92%
建仓
AWK
AMERICAN WATER WORKS CO INC
+$5.6M
37,556
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$5.5M
373,197
+42%
减持
MA
MASTERCARD INCORPORATED CL A
-$5.4M
1,942
-89%
减持
SYY
SYSCO CORP
-$5.4M
5,420
-92%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$5.2M
8,481
-59%
减持
INTU
INTUIT INC
-$5.2M
29,701
-14%
建仓
TMUS
T MOBILE US INC
+$5.0M
37,089
减持
ADBE
ADOBE INC
-$4.9M
33,471
-11%
减持
TD
TORONTO DOMINION BANK ONT COM NPV ISIN #
-$4.8M
11,362
-84%
建仓
CMS
CMS ENERGY CORP
+$4.7M
69,253
减持
COST
COSTCO WHSL CORP
-$4.6M
12,495
-32%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$4.4M
294
-84%
建仓
PRU
PRUDENTIAL FINANCIAL INC
+$4.2M
43,628
建仓
IEMG
ISHARES CORE MSCI EMERGING MKTS
+$4.0M
82,292
减持
GWW
GRAINGER W W INC
-$4.0M
5,941
-54%
建仓
FITB
FIFTH THIRD BANCORP
+$3.9M
116,747
建仓
KEY
KEYCORP
+$3.9M
225,969
建仓
GM
GENERAL MTRS CO COM
+$3.8M
120,076
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$3.8M
17,623
-52%
清仓
IVV
ISHARES CORE S&P 500 ETF
-$3.7M
0
-100%
增持
PDBC
INVESCO OPTIMUM YIELD DIVERSIFIED
+$3.7M
850,885
+29%
增持
—
KELLOGG CO
+$3.6M
269,694
+11%
减持
CTRA
COTERRA ENERGY INC COM
-$3.6M
27,005
-83%
减持
HRL
HORMEL FOODS CORP
-$3.5M
144,035
-28%
增持
INCY
INCYTE CORP COM
+$3.5M
237,824
+29%
清仓
CL
COLGATE-PALMOLIVE CO
-$3.5M
0
-100%
清仓
SPTL
SPDR PORT LNG TRM TRSRY
-$3.3M
0
-100%
清仓
COKE
COCA-COLA CONSOLIDATED INC
-$3.3M
0
-100%
清仓
BRO
BROWN & BROWN INC
-$3.2M
0
-100%
减持
SMMV
ISHARES MSCI USA SMALL CAP MIN VOL
-$3.0M
73,464
-51%
减持
EFAV
ISHARES MSCI EAFE MIN VOL FACTOR ETF
-$3.0M
33,150
-53%
减持
MRK
MERCK CO INC
-$2.9M
206,163
-22%
增持
MSFT
MICROSOFT CORP
-$2.9M
93,390
+7%
增持
AMZN
AMAZON COM INC
-$2.8M
41,131
+1774%
减持
META
META PLATFORMS INC
-$2.8M
7,412
-59%
清仓
UNP
UNION PACIFIC CORP
-$2.7M
0
-100%
减持
DG
DOLLAR GENERAL CORP
-$2.7M
25,522
-36%
减持
BAC
BANK OF AMERICA CORP
-$2.7M
211,315
-6%
清仓
USHY
ISHARES BROAD USD HIGH YIELD
-$2.5M
0
-100%
减持
PFE
PFIZER INC
-$2.5M
368,983
-12%
减持
IEFA
ISHARES CORE MSCI EAFE
-$2.5M
148,767
-8%
减持
VTIP
VANGUARD SHORT TERM INFLATION
-$2.5M
109,983
-29%
减持
EFV
ISHARES TR EAFE VALUE ETF
-$2.4M
37,102
-54%
减持
SPG
SIMON PROPERTY GROUP INC
-$2.4M
29,280
-26%
清仓
CHTR
CHARTER COMMUNICATIONS INC-A
-$2.4M
0
-100%
清仓
AMT
AMERICAN TOWER CORP
-$2.2M
0
-100%
增持
IAU
ISHARES GOLD TRUST
+$2.2M
110,385
+152%
增持
AMGN
AMGEN INC
+$2.2M
16,904
+110%
减持
HSY
HERSHEY CO THE
-$2.1M
84,387
-10%
清仓
NKE
NIKE INC -CL B
-$2.1M
0
-100%
清仓
IAGG
ISHARES INTL AGGREGATE BOND
-$2.0M
0
-100%
减持
VOD
VODAFONE GROUP PLC ADR
-$1.9M
108,864
-50%
建仓
AEP
AMERICAN ELECTRIC POWER
+$1.9M
19,610
减持
EOG
EOG RESOURCES INC
-$1.9M
2,748
-85%
减持
DLTR
DOLLAR TREE INC
-$1.9M
1,849
-86%
增持
SPGI
SP GLOBAL INC
-$1.9M
28,255
+2%
增持
FTS
FORTIS INC
+$1.8M
67,610
+144%
减持
PGR
PROGRESSIVE CORP
-$1.8M
157,369
-11%
增持
WEC
WEC ENERGY GROUP INC COM
+$1.7M
22,069
+364%
减持
KO
COCA COLA COMPANY
-$1.7M
37,045
-43%
清仓
—
SAFEHOLD INC
-$1.7M
0
-100%
减持
CSCO
CISCO SYSTEMS INC
-$1.6M
96,014
-7%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$1.5M
454
-83%
增持
PBH
PRESTIGE BRANDS HLDGS INC
+$1.5M
48,428
+87%
增持
KR
KROGER CO
-$1.4M
145,649
+0%
建仓
CAG
CONAGRA BRANDS INC
+$1.4M
40,644
建仓
CCRN
CROSS COUNTRY HEALTHCARE INC
+$1.4M
65,796
清仓
THO
THOR INDUSTRIES INC
-$1.4M
0
-100%
减持
EXPE
EXPEDIA INC
-$1.4M
8,249
-24%
增持
BNS
BANK OF NOVA SCOTIA
+$1.3M
35,749
+234%
减持
AVY
AVERY DENNISON CORP COM USD1
-$1.3M
2,282
-77%
减持
LMT
LOCKHEED MARTIN CORP COM
-$1.3M
9,679
-22%
建仓
JKHY
JACK HENRY ASSOCIATES INC
+$1.3M
7,135
增持
BMO
BANK MONTREAL QUE
+$1.3M
28,297
+130%
增持
HLI
HOULIHAN LOKEY INC
+$1.3M
61,379
+51%
建仓
WST
WEST PHARMACEUTICAL SVCS INC COM
+$1.3M
4,164
建仓
ED
CONSOLIDATED EDISON INC
+$1.3M
13,217
建仓
SUI
SUN COMMUNITIES INC
+$1.2M
7,836
建仓
AVTR
AVANTOR INC
+$1.2M
39,929
建仓
CPT
CAMDEN PPTY TR
+$1.2M
9,157
建仓
ETR
ENTERGY CORPORATION
+$1.2M
10,892
建仓
AFL
AFLAC INC
+$1.2M
22,141
减持
IGIB
ISHARES TRUST ISHARES 5 10 YEAR
-$1.2M
39,361
-33%
清仓
—
BLUEPRINT MEDICINES CORP
-$1.2M
0
-100%
清仓
OVV
OVINTIV INC
-$1.2M
0
-100%
清仓
RILY
B. RILEY FINANCIAL INC
-$1.2M
0
-100%
建仓
CFG
CITIZENS FINANCIAL GROUP
+$1.2M
32,488
增持
GOOG
ALPHABET INC CL C
-$1.2M
1,973
+1%
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSIT
-$1.2M
1,700
-57%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$1.2M
3,728
+452%
减持
TROW
T ROWE PRICE GROUP INC
-$1.1M
13,441
-24%
增持
C
CITIGROUP INC
+$1.1M
30,129
+544%
减持
FISV
FISERV INC
-$1.1M
67,805
-4%
清仓
SM
SM ENERGY CO
-$1.1M
0
-100%
增持
AMN
AMN HEALTHCARE SVCS INC
+$1.1M
19,790
+92%
清仓
BHF
BRIGHTHOUSE FINANCIAL INC
-$1.1M
0
-100%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.1M
19,770
+1%
建仓
—
LYONDELLBASELL INDUSTRIES N V SHS A
+$1.1M
12,182
建仓
WINA
WINMARK CORP
+$1.1M
5,400
清仓
ASO
ACADEMY SPORTS & OUTDOORS IN
-$1.1M
0
-100%
清仓
BX
BLACKSTONE INC
-$1.0M
0
-100%
建仓
SUPN
SUPERNUS PHARMACEUTICALS INC
+$1.0M
35,500
建仓
ANDE
ANDERSONS INC
+$1.0M
31,070
清仓
TWI
TITAN INTERNATIONAL INC
-$1.0M
0
-100%
清仓
ACWV
ISHARES MSCI GLOBAL MIN VOL
-$1.0M
0
-100%
增持
PSA
PUBLIC STORAGE INC
-$1.0M
14,051
+2%
清仓
—
EARTHSTONE ENERGY INC - A
-$999.0K
0
-100%
建仓
WDC
WESTERN DIGITAL CORP COM
+$979.0K
21,840
减持
—
BROADMARK RLTY CAP INC COM
-$963.0K
422,071
-4%
减持
JPM
JP MORGAN CHASE CO COM
-$961.0K
34,183
-3%
增持
TXN
TEXAS INSTRUMENTS INC
-$960.0K
36,125
+2%
建仓
VUSB
VANGUARD ULTRA SHORT BOND ETF
+$953.0K
19,369
清仓
NFLX
NETFLIX INC
-$948.0K
0
-100%
建仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$931.0K
39,367
清仓
MHO
M/I HOMES INC
-$914.0K
0
-100%
清仓
—
INARI MEDICAL INC
-$900.0K
0
-100%
清仓
VRNS
VARONIS SYSTEMS INC
-$889.0K
0
-100%
减持
IX
ORIX CORP SPONS ADR
-$888.0K
17,035
-27%
清仓
OXM
OXFORD INDUSTRIES INC
-$878.0K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC COM
-$878.0K
141,888
+2%
增持
—
THOMSON REUTERS CORP
+$871.0K
30,135
+45%
清仓
—
LESLIE'S INC
-$863.0K
0
-100%
减持
ONEW
ONEWATER MARINE INC CL A
-$859.0K
10,499
-70%
建仓
WABC
WESTAMERICA BANCORPORATION
+$857.0K
15,400
