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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 31
增持 68
减持 35
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$90.3M
21,645,525
+9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$16.3M
357,252
+350%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.5M
1,002,298
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。
+40%
增持
EEMA
ISHARES INC
+$11.9M
234,103
+308%
增持
AGG
ISHARES TR
+$11.9M
305,822
+59%
减持
VTV
VANGUARD INDEX FDS
-$9.6M
115,593
-37%
增持
SPTL
SPDR SER TR
+$8.8M
322,034
+740%
减持
VOO
VANGUARD INDEX FDS
+$8.1M
634,816
-3%
减持
EEM
ISHARES TR
-$7.9M
25,808
-89%
增持
IAU
ISHARES GOLD TR
+$7.3M
465,223
+60%
减持
AAPL
APPLE INC
+$6.9M
213,810
-2%
建仓
ASHR
DBX ETF TR
+$6.2M
209,628
减持
XBI
SPDR SER TR
-$5.9M
210,146
-21%
增持
AVGO
BROADCOM INC
+$5.6M
65,845
+1%
增持
PATH
UIPATH INC
+$5.4M
897,353
+10%
清仓
—
Oak STR Health Inc
-$5.0M
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$5.0M
73,164
-57%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.9M
383,737
+7%
建仓
DRUP
GRANITESHARES ETF TR
+$3.9M
108,387
增持
IWF
ISHARES TR
+$3.9M
34,561
+64%
增持
MSFT
MICROSOFT CORP
+$3.7M
51,784
+10%
减持
EFA
ISHARES TR
-$3.5M
259,656
-23%
增持
COIN
COINBASE GLOBAL INC
+$3.1M
96,365
+0%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$3.0M
605,848
+4%
增持
AR
ANTERO RESOURCES CORP
-$2.9M
361,346
+0%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
17,544
+20%
减持
IWM
ISHARES TR
-$2.5M
63,539
-20%
减持
GOOGL
ALPHABET INC
+$2.5M
163,036
-0%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.3M
51,570
+84%
清仓
EFG
iShares MSCI EAFE Growth
-$2.3M
0
-100%
减持
TSLA
TESLA INC
-$2.3M
13,589
-67%
减持
EXPD
EXPEDITORS INTL WASH INC
+$2.2M
357,335
-0%
增持
CRM
SALESFORCE INC
+$2.2M
26,614
+13%
增持
VO
VANGUARD INDEX FDS
+$2.2M
21,081
+90%
减持
INDA
ISHARES TR
-$2.1M
181,244
-18%
增持
XLV
SELECT SECTOR SPDR TR
-$2.1M
376,333
+1%
增持
PTON
PELOTON INTERACTIVE INC
+$2.1M
619,199
+0%
减持
GOOG
ALPHABET INC
+$2.1M
185,949
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.1M
63,277
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
655,278
+17%
减持
AMZN
AMAZON COM INC
+$1.9M
147,214
-7%
增持
XLU
SELECT SECTOR SPDR TR
+$1.9M
241,388
+18%
减持
DASH
DOORDASH INC
-$1.9M
37,335
-57%
增持
DE
DEERE & CO
+$1.9M
5,326
+572%
减持
DOCU
DOCUSIGN INC
-$1.7M
11,615
-73%
减持
IVOL
KRANESHARES TR
-$1.7M
296,654
-21%
增持
WFC
WELLS FARGO CO NEW
+$1.6M
66,676
+223%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.6M
404,961
-15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
13,950
+302%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
8,503
+89%
增持
META
META PLATFORMS INC
+$1.5M
13,672
+17%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
77,851
-2%
减持
ABNB
AIRBNB INC
+$1.3M
40,414
-6%
增持
—
MONDAY COM LTD
+$1.3M
12,462
+189%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
24,263
+19%
减持
VTI
VANGUARD INDEX FDS
+$1.2M
97,388
-0%
增持
TENB
TENABLE HLDGS INC
+$1.2M
79,142
+16%
减持
KRBN
KRANESHARES TR
-$1.1M
22,213
-59%
清仓
—
KnowBe4, Inc
-$1.0M
0
-100%
增持
SOFI
SOFI TECHNOLOGIES INC
+$969.3K
188,037
+404%
减持
TNET
TRINET GROUP INC
+$966.8K
153,061
-9%
建仓
XLY
SELECT SECTOR SPDR TR
+$935.2K
6,254
增持
XLK
SELECT SECTOR SPDR TR
+$907.7K
10,242
+99%
增持
GRBK
GREEN BRICK PARTNERS INC
+$873.9K
80,400
+0%
建仓
—
LINDE PLC
+$867.5K
2,441
增持
OKTA
OKTA INC
+$833.1K
46,064
+0%
增持
HIMS
HIMS & HERS HEALTH INC
+$808.7K
94,213
+380%
建仓
IHI
ISHARES TR
+$802.5K
14,866
增持
CSCO
CISCO SYS INC
+$769.6K
45,819
+34%
减持
QQQ
INVESCO QQQ TR
+$765.0K
14,102
-0%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$755.2K
12,102
清仓
—
Linde PLC CMN
-$755.1K
0
-100%
建仓
BHF
BRIGHTHOUSE FINL INC
+$675.6K
15,317
增持
SCHW
SCHWAB CHARLES CORP
-$638.1K
25,172
+7%
增持
JPM
JPMORGAN CHASE & CO
+$597.6K
29,747
+22%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$594.4K
3,029
减持
KCCA
KRANESHARES TR
+$592.7K
1,602,623
-1%
增持
GLD
SPDR GOLD TR
+$562.0K
14,079
+18%
清仓
XOP
S&P Oil & Gas Expl & Prodtn ETF New
-$553.2K
0
-100%
增持
DDOG
DATADOG INC
+$549.5K
118,267
+8%
增持
VUG
VANGUARD INDEX FDS
+$528.7K
5,749
+35%
减持
—
DLOCAL LTD
+$528.3K
1,030,820
-1%
增持
—
FORGE GLOBAL HOLDINGS INC
+$525.4K
340,937
+728%
减持
UBER
UBER TECHNOLOGIES INC
+$520.9K
99,314
-7%
增持
V
VISA INC
+$513.3K
10,802
+17%
减持
—
MARQETA INC
-$503.8K
266,539
-5%
增持
TXN
TEXAS INSTRS INC
+$476.8K
4,562
+103%
建仓
—
EATON CORP PLC
+$460.4K
2,687
增持
MS
MORGAN STANLEY
+$459.2K
9,491
+116%
增持
T
AT&T INC
+$457.2K
40,493
+131%
清仓
EUFN
iShares MSCI Europe Financials ETF (EUFN)
-$438.3K
0
-100%
减持
IVV
ISHARES TR
+$431.6K
17,667
-1%
增持
ITOT
ISHARES TR
+$414.6K
27,595
+12%
清仓
ONB
Old Natl Bancorp Ind Com
-$403.7K
0
-100%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$403.4K
1,136
增持
NFLX
NETFLIX INC
+$389.7K
3,436
+27%
增持
AMD
ADVANCED MICRO DEVICES INC
+$387.6K
8,172
+28%
建仓
BA
BOEING CO
+$383.4K
1,805
增持
SNOW
SNOWFLAKE INC
+$381.7K
35,029
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$376.3K
3,584
+20%
减持
IGV
ISHARES TR
+$374.6K
10,449
-5%
增持
VGT
VANGUARD WORLD FDS
+$368.3K
4,444
+6%
建仓
—
ASML HOLDING N V
+$360.8K
530
增持
HQI
HIREQUEST INC
+$360.7K
62,611
+0%
增持
WMT
WALMART INC
+$358.7K
5,809
+65%
减持
XLP
SELECT SECTOR SPDR TR
-$356.3K
315,063
-2%
减持
—
SMARTSHEET INC
+$355.8K
42,629
-0%
减持
IJH
ISHARES TR
-$354.7K
1,128
-57%
建仓
ITW
ILLINOIS TOOL WKS INC
+$354.4K
1,448
建仓
—
ASTRAZENECA PLC
+$354.0K
5,101
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$341.2K
10,716
+92%
增持
BKNG
BOOKING HOLDINGS INC
+$338.1K
363
+17%
建仓
PH
PARKER-HANNIFIN CORP
+$334.5K
995
增持
IEFA
ISHARES TR
+$333.4K
50,501
+2%
增持
COST
COSTCO WHSL CORP NEW
+$332.5K
4,120
+10%
增持
DIS
DISNEY WALT CO
+$331.6K
10,338
+28%
建仓
HUM
HUMANA INC
+$330.1K
679
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$329.2K
5,271
建仓
NVS
NOVARTIS AG
+$326.1K
3,545
清仓
TEAM
Atlassian Corp CL A
-$323.9K
0
-100%
增持
TGT
TARGET CORP
+$318.1K
4,234
+65%
减持
BWFG
BANKWELL FINL GROUP INC
-$317.4K
47,795
-7%
清仓
FIVE
Five Below Inc Com
-$315.0K
0
-100%
建仓
ZTS
ZOETIS INC
+$313.7K
1,885
清仓
—
Plum Acquisition Corp I CL A Ord SHS
-$313.6K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$310.8K
1,941
建仓
IEMG
ISHARES INC
+$309.6K
6,346
建仓
ECL
ECOLAB INC
+$301.1K
1,814
增持
—
BLACKROCK INC
+$299.0K
1,058
+83%
建仓
PANW
PALO ALTO NETWORKS INC
+$286.2K
1,433
减持
YEXT
YEXT INC
+$276.3K
91,881
-1%
建仓
FCF
FIRST COMWLTH FINL CORP PA
+$273.5K
22,005
清仓
NSC
Norfolk Southern Corp
-$268.7K
0
-100%
清仓
VMO
Invesco Mun
-$264.4K
0
-100%
清仓
MHD
BlackRock Muniholdings FD Inc Com
-$264.3K
0
-100%
清仓
VNQ
Vanguard Index FDS Vanguard REIT ETF (VNQ)
-$261.6K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$260.9K
5,215
增持
SYK
STRYKER CORPORATION
+$258.4K
2,913
+24%
增持
PYPL
PAYPAL HLDGS INC
+$257.5K
10,715
+37%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$256.7K
2,821
增持
AMAT
APPLIED MATLS INC
+$256.0K
4,271
+55%
建仓
KLAC
KLA CORP
+$255.9K
641
建仓
GIS
GENERAL MLS INC
+$255.2K
2,986
增持
UPS
UNITED PARCEL SERVICE INC
+$252.8K
3,679
+39%
建仓
CME
CME GROUP INC
+$251.3K
1,312
建仓
LGIH
LGI HOMES INC
+$249.6K
2,189
清仓
ENPH
Enphase Energy Inc
-$246.9K
0
-100%
增持
NSIT
INSIGHT ENTERPRISES INC
+$246.7K
4,449
+15%
建仓
EXC
EXELON CORP
+$246.7K
5,888
清仓
IIM
Invesco Value Mun
-$246.0K
0
-100%
