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Summit Trail Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Summit Trail Advisors, LLC
报告期 2026-03-31 · CIK 0001698478
持仓数
1,441
前50大市值合计
$4.08B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 53
增持 53
减持 30
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
BILL
Bill.Com Holdings, Inc. CMN
+$69.5M
260,302
减持
SNOW
Snowflake Inc CL A
-$28.1M
81,355
-63%
增持
TNET
Trinet Group Inc Com
+$20.9M
226,249
+3461%
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
VTI
Vanguard Index FDS Vanguard Total STK MKT ETF
+$19.2M
94,458
+1117%
增持
IVOL
Quadratic Intrst RT VLT And ETF IV
+$17.3M
819,393
+310%
建仓
KRBN
KraneShares Global Carbon ETF (KRBN)
+$15.7M
382,690
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$15.0M
113,501
+769%
减持
—
Mimecast Limited
-$9.4M
141,440
-59%
建仓
ABNB
Airbnb Inc CL A
+$8.6M
51,019
增持
EUFN
iShares MSCI Europe Financials ETF (EUFN)
+$7.8M
1,475,589
+37%
建仓
SOFI
Sofi Technologies Inc F
+$7.3M
457,127
增持
EFA
iShares MSCI EAFE ETF (EFA)
+$6.6M
95,393
+777%
清仓
—
Slack Technologies Inc CL A Com
-$6.2M
0
-100%
建仓
KWEB
Kraneshares CSI China Internet ETF
+$5.7M
120,758
减持
PLTR
Palantir Technologies In Class A
-$5.7M
378,870
-32%
建仓
XBI
SPDR S&P Biotech
+$5.6M
44,344
建仓
—
Invesco QQQ TR Unit Ser 1
+$5.5M
15,252
清仓
QQQ
Invesco QQQ TR Unit Ser 1
-$5.3M
0
-100%
增持
VOO
Vanguard Index FDS S&P 500 ETF (VOO)
+$5.3M
547,306
+2%
清仓
—
Capitol Invt Corp V Unit 1 Com CL A & 1/3 WT Exp Exp
-$5.2M
0
-100%
增持
IGV
iShares N American Tech Soft (IGV)
+$5.1M
111,550
+10%
增持
TENB
Tenable HLDGS Inc
+$5.0M
441,664
+19%
建仓
—
Monday.Com Ltd
+$4.6M
14,043
增持
CRM
Salesforce.Com Inc Com Stock
+$4.1M
28,258
+95%
增持
PTON
Peloton Interactive
-$4.0M
108,999
+0%
减持
COIN
Coinbase Global Inc
-$3.9M
73,416
-10%
增持
VTV
Vanguard Value ETF (VTV)
+$3.9M
286,715
+13%
减持
—
Oak STR Health Inc
-$3.8M
233,980
-0%
建仓
—
Dlocal Limited
+$3.5M
64,790
增持
VWO
Vanguard FTSE Emerging Markets ETF (VWO)
-$3.5M
1,224,314
+3%
建仓
LYFT
LYFT, Inc. CMN Class A
+$3.4M
63,723
增持
SPY
SPDR S&P 500 ETF (SPY)
+$3.3M
60,385
+14%
增持
DASH
Doordash Inc CL A
+$3.1M
111,673
+0%
增持
EXPD
Expeditors Intl Wash Inc
-$2.7M
357,271
+0%
建仓
OLLI
Ollies Bargain Outlet HLDGS Inc Com
+$2.6M
43,059
增持
AAPL
Apple Inc Com
+$2.3M
161,133
+8%
减持
AGG
iShares Core U S Aggregate BD ETF (AGG)
-$2.2M
109,058
-15%
增持
DVY
iShares TR Select Divid ETF FD
+$2.2M
29,404
+184%
清仓
MYI
BlackRock MuniYield Quality Fund III
-$2.0M
0
-100%
增持
MSFT
Microsoft Corp Com
+$1.9M
30,615
+23%
增持
GOOGL
Alphabet Inc Cap STK
+$1.8M
7,179
+1%
增持
TSLA
Tesla MTRS Inc Com
+$1.6M
14,802
+2%
增持
GOOG
Alphabet Inc Cap STK CL C
+$1.6M
8,724
+1%
建仓
—
KnowBe4, Inc.
+$1.5M
68,490
建仓
SCHO
Schwab Short-Term U.S.
+$1.5M
29,296
建仓
VXUS
Vanguard Total (international Stock Index Fund)
+$1.4M
22,841
减持
NVG
Nuveen Enhanced Amt
-$1.3M
99,782
-41%
减持
NZF
Nuveen Enhanced Mun
-$1.3M
104,014
-42%
减持
PATH
Uipath Inc CL A
-$1.2M
63,118
-5%
增持
IWF
iShares TR Russell 1000 Growth Index FD (IWF)
+$1.2M
11,069
+63%
减持
PML
PIMCO Municipal Income Fund II (PML)
-$1.2M
116,153
-39%
增持
—
Xcel Brands Inc
+$1.1M
1,447,241
+323%
增持
JD
JD Com Inc Spons ADR Repstg Com CL A
-$1.1M
145,533
+0%
增持
TWLO
Twilio Inc CL A
+$1.1M
4,669
+349%
建仓
FIS
Fidelity Natl Information SVCS Inc Com
+$1.1M
8,723
减持
XLU
Utilities Select Sector SPDR ETF (XLU)
-$1.1M
17,508
-49%
增持
DOCU
Docusign Inc
-$996.0K
98,339
+4%
增持
AMZN
Amazon Com Inc
+$909.0K
5,120
+11%
减持
XLP
Consumer Staples Select Sector SPDR ETF (XLP)
-$878.0K
128,130
-8%
建仓
EFG
iShares MSCI EAFE Growth
+$787.0K
7,394
增持
AVGO
Broadcom Inc
+$786.0K
65,936
+1%
增持
EEMA
iShares MSCI Emg Mrkts Asia ETF (EEMA)
+$775.0K
91,708
+22%
建仓
—
Wheels Up Experience Inc CL A
+$763.0K
115,793
建仓
VGSH
Vanguard Scottsdale FDS Vanguard Short-Term Government Bond
+$735.0K
11,976
建仓
VTIP
Vanguard Malvern FDS Short-Term Inflation Protected Secs Index FD ETF SHS
+$720.0K
13,702
减持
IAU
iShares Gold ETF
-$720.0K
731,059
-2%
减持
XNEAX
Nuveen AMT-Free Quality Municipal Income Fund (NEA)
-$719.0K
91,811
-32%
减持
—
BlackRock Municipal Income Trust (BFK)
-$673.0K
55,295
-43%
减持
UBER
Uber Technologies Inc
-$650.0K
111,909
-1%
增持
MQY
BlackRock Muniyield
+$634.0K
120,046
+68%
增持
INDA
iShares MSCI India ETF (INDA)
+$633.0K
60,979
+16%
建仓
EFV
iShares TR MSCI EAFE Value ETF
+$627.0K
12,333
减持
EVN
Eaton Vance Mun Income TR SH Ben Int
-$626.0K
65,569
-40%
建仓
U
Unity Software Inc
+$601.0K
4,760
增持
IWD
iShares TR Russell 1000 Value ETF
+$568.0K
7,360
+100%
减持
EIM
Eaton Vance Muni Bond Fund
-$546.0K
83,790
-31%
建仓
—
Avalara Inc Com
+$543.0K
3,109
增持
IWO
iShares Russell 2000 Growth Index
+$534.0K
4,176
+88%
建仓
IWN
iShares TR Russell 2000 Value Index FD
+$523.0K
3,263
减持
VRNS
Varonis SYS Inc Com
-$509.0K
35,185
-24%
建仓
XLF
Select Sector SPDR TR Financial
+$486.0K
12,944
减持
OKTA
Okta Inc CL A
-$486.0K
37,148
-2%
减持
SHOP
Shopify Inc CMN Class A
-$473.0K
423
-41%
建仓
MRNA
Moderna Inc Com
+$456.0K
1,186
增持
DVA
Davita Healthcare Partners Inc
+$455.0K
26,052
+22%
减持
YEXT
Yext Inc
-$454.0K
197,070
-0%
减持
—
PIMCO Municipal Income I
-$421.0K
57,059
-34%
增持
EHTH
Ehealth Inc Com
-$414.0K
35,698
+12%
减持
CRWD
Crowdstrike HLDGS
-$410.0K
19,567
-6%
清仓
COKE
Coca Cola Bottling Co Cons Com
-$402.0K
0
-100%
减持
BTT
BlackRock Municipal 2030 Target Term Trust
-$397.0K
31,585
-31%
减持
—
BlackRock MuniHoldings Invt Quality
-$394.0K
57,867
-31%
建仓
IWR
iShares Russell Mid-Cap ETF (IWR)
+$388.0K
4,957
增持
NOW
Servicenow Inc Com
+$384.0K
4,257
+3%
增持
—
Jfrog LTD
-$377.0K
40,707
+6%
建仓
—
Meridianlink Inc Com
+$362.0K
16,198
增持
XOP
S&P Oil & Gas Expl & Prodtn ETF New
+$354.0K
10,407
+54%
增持
META
Facebook Inc CL A
+$339.0K
17,026
+9%
增持
WOOF
Petco Health And Wellness Comp CMN
-$324.0K
264,000
+0%
减持
KOD
Kodiak Sciences Inc
+$321.0K
107,633
-0%
建仓
PDI
PIMCO Dynamic Income FD SHS
+$312.0K
11,752
增持
—
Atlassian
+$305.0K
2,203
+2%
增持
HD
Home Depot Inc Com
+$297.0K
1,917
+84%
建仓
GM
General MTRS Co Com
+$293.0K
5,552
减持
VEA
Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF
-$287.0K
25,392
-17%
增持
CSCO
Cisco Systems Inc
+$283.0K
18,441
+36%
建仓
IWP
iShares Russell Mid-Cap Growth ETF
+$280.0K
2,500
建仓
INTU
Intuit Incorporated Com
+$279.0K
517
建仓
EWZ
iShares Inc MSCI Brazil Capped Index FD
+$278.0K
8,665
增持
JPM
JP Morgan Chase & Co Com
+$276.0K
14,600
+7%
建仓
CPNG
Coupang, LLC CMN
+$276.0K
9,913
建仓
MCD
McDonalds Corp
+$275.0K
1,139
减持
IVW
iShares TR S&P 500 Growth ETF
-$273.0K
25,464
-14%
增持
NVDA
Nvidia Corp Com
+$272.0K
11,205
+338%
增持
IWM
iShares TR Russell 2000 Index ETF (IWM)
-$271.0K
43,332
+2%
清仓
BYND
Beyond Meat Inc Com
-$270.0K
0
-100%
清仓
—
FORTRESS TRANSN & INFRASTRUCTURE INVS LLC COM REPSTG LTD LIABILITY CO INTS
-$268.0K
0
-100%
建仓
—
Accenture PLC Ireland Class SHS
+$266.0K
833
建仓
QCOM
Qualcomm Inc
+$264.0K
2,046
建仓
—
Aon PLC Com Usd0.01
+$264.0K
925
建仓
EWJ
iShares Inc MSCI Japan ETF New
+$260.0K
3,705
建仓
KRE
SPDR S&P Regional Bank ETF (KRE)
+$259.0K
3,826
建仓
ABBV
Abbvie Inc Com
+$259.0K
2,403
增持
BABA
Alibaba GRP SHS ADR
+$258.0K
5,777
+119%
建仓
NEE
Nextera Energy Inc Com
+$256.0K
3,257
减持
BX
Blackstone Group Inc CL A
+$253.0K
13,838
-1%
建仓
—
Sumo Logic Inc
+$241.0K
14,963
建仓
TXN
Texas Instruments Inc
+$240.0K
1,247
清仓
—
Danimer Scientific
-$238.0K
0
-100%
建仓
ORCL
Oracle Corp Com
+$237.0K
2,721
建仓
—
Doma HLDGS Inc WT Exp Exp
+$235.0K
166,666
清仓
—
BlackRock Capital Investment Corp SHS
-$234.0K
0
-100%
增持
DHR
Danaher Corp Com
+$229.0K
2,283
+31%
建仓
NKE
Nike Inc Class B
+$227.0K
1,559
建仓
COST
Costco Wholesale Corp New Com
+$222.0K
494
建仓
QYLD
Global X FDS Nasdaq (100 Cover)
+$221.0K
10,000
增持
JNJ
Johnson & Johnson Com
+$221.0K
4,362
+49%
建仓
ADI
Analog Devices Inc Com
+$218.0K
1,300
建仓
GWRE
Guidewire Software
+$218.0K
1,831
清仓
EQT
EQT Corporation Com
-$217.0K
0
-100%
建仓
—
Astrazeneca PLC Sponsored ADR
+$216.0K
3,598
建仓
—
Prothena Corp PLC
+$214.0K
3,000
清仓
VB
Vanguard Index FDS
-$205.0K
0
-100%
建仓
CHTR
Charter Communications Inc New CL A
+$204.0K
281
增持
VNQ
Vanguard Index FDS Vanguard REIT ETF (VNQ)
+$203.0K
11,259
+21%
清仓
QUAL
Ishars Edg MSCI USA QLTY FCTR ETF
-$201.0K
0
-100%
清仓
SCHD
Schwab Strategic TR US Dividend Equity ETF
-$200.0K
0
-100%
增持
PFE
Pfizer Inc Com
+$197.0K
26,752
+10%
清仓
AEF
Aberdeen Emerging MKTS Equity Income FD Inc Com
-$192.0K
0
-100%
增持
VT
Vanguard Intl Equity Index FDS Total World Stk Index (VT)
+$191.0K
18,051
+14%
