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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 22
增持 95
减持 28
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$103.1M
19,575,035
-10%
增持
AGG
ISHARES TR
+$50.8M
829,297
+171%
增持
VOO
VANGUARD INDEX FDS
+$25.0M
645,143
+2%
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
AAPL
APPLE INC
+$14.9M
258,569
+21%
减持
AVGO
BROADCOM INC
+$14.6M
65,531
-0%
增持
SPTL
SPDR SER TR
+$14.3M
810,398
+152%
增持
ASHR
DBX ETF TR
+$10.1M
609,800
+191%
减持
XBI
SPDR SER TR
-$8.5M
90,022
-57%
减持
VTV
VANGUARD INDEX FDS
-$8.2M
54,815
-53%
增持
MSFT
MICROSOFT CORP
+$7.9M
67,171
+30%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.3M
412,952
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.0M
526,078
+30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.0M
1,141,810
+14%
增持
AMZN
AMAZON COM INC
+$5.5M
158,505
+8%
减持
—
DLOCAL LTD
-$5.2M
940,820
-9%
增持
VTI
VANGUARD INDEX FDS
+$5.0M
113,007
+16%
增持
GOOG
ALPHABET INC
+$4.7M
198,783
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.6M
658,062
+0%
清仓
QQQ
INVESCO QQQ TR
-$4.5M
0
-100%
增持
—
HASHICORP INC
+$4.0M
263,042
+166%
增持
EXPD
EXPEDITORS INTL WASH INC
+$4.0M
357,719
+0%
减持
IAU
ISHARES GOLD TR
-$3.6M
377,883
-19%
减持
KCCA
KRANESHARES TR
-$3.6M
1,360,181
-15%
建仓
IWV
ISHARES TR
+$3.6M
14,243
增持
NVDA
NVIDIA CORPORATION
+$3.3M
19,408
+11%
增持
GOOGL
ALPHABET INC
+$3.1M
167,557
+3%
增持
DDOG
DATADOG INC
+$3.1M
118,703
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
30,432
+25%
增持
META
META PLATFORMS INC
+$2.8M
19,864
+45%
减持
IWB
ISHARES TR
-$2.7M
18,245
-42%
减持
IVOL
KRANESHARES TR
-$2.6M
201,617
-32%
减持
VO
VANGUARD INDEX FDS
-$2.5M
8,656
-59%
减持
DVY
ISHARES TR
-$2.3M
28,497
-40%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.3M
119,167
+63%
减持
PTON
PELOTON INTERACTIVE INC
-$2.3M
617,344
-0%
减持
APO
APOLLO GLOBAL MGMT INC
+$2.2M
162,815
-0%
增持
LLY
LILLY ELI & CO
+$2.0M
6,635
+114%
增持
—
XCEL BRANDS INC
+$1.9M
1,692,140
+1%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
39,795
+34%
增持
V
VISA INC
+$1.7M
17,602
+63%
增持
PG
PROCTER AND GAMBLE CO
+$1.7M
18,462
+141%
减持
PATH
UIPATH INC
-$1.6M
852,091
-5%
减持
—
SMARTSHEET INC
-$1.5M
13,008
-69%
增持
ABT
ABBOTT LABS
+$1.5M
24,585
+116%
减持
INDA
ISHARES TR
-$1.5M
128,480
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.4M
8,468
+51%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
20,102
+64%
增持
MA
MASTERCARD INCORPORATED
+$1.4M
11,470
+35%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
28,966
+508%
增持
ABBV
ABBVIE INC
+$1.3M
17,521
+163%
减持
IWM
ISHARES TR
-$1.3M
53,628
-16%
建仓
SPYV
SPDR SER TR
+$1.3M
29,910
增持
HD
HOME DEPOT INC
+$1.3M
10,384
+58%
建仓
SPYG
SPDR SER TR
+$1.2M
20,080
增持
KO
COCA COLA CO
+$1.2M
31,824
+170%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.2M
5,264
+47%
增持
—
MONDAY COM LTD
+$1.2M
17,147
+38%
增持
TSLA
TESLA INC
+$1.1M
14,942
+10%
增持
MCD
MCDONALDS CORP
+$1.1M
5,534
+170%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.1M
590,182
-3%
增持
COIN
COINBASE GLOBAL INC
+$1.0M
105,461
+9%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
5,712
+39%
增持
CVX
CHEVRON CORP NEW
+$1.0M
12,026
+127%
减持
WFC
WELLS FARGO CO NEW
-$1.0M
34,686
-48%
增持
PEP
PEPSICO INC
+$965.9K
16,382
+44%
增持
DHR
DANAHER CORPORATION
+$960.3K
9,124
+87%
增持
SNOW
SNOWFLAKE INC
+$945.4K
36,084
+3%
减持
TENB
TENABLE HLDGS INC
-$942.3K
64,702
-18%
增持
ZTS
ZOETIS INC
+$928.2K
7,212
+283%
增持
—
ASML HOLDING N V
+$908.3K
1,751
+230%
增持
MRK
MERCK & CO INC
+$904.0K
24,086
+36%
增持
NFLX
NETFLIX INC
+$899.5K
4,737
+38%
清仓
KRBN
KRANESHARES TR
-$880.7K
0
-100%
增持
CRM
SALESFORCE INC
+$864.3K
29,259
+10%
增持
IWD
ISHARES TR
+$845.6K
10,245
+102%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$818.5K
348,086
-3%
增持
VGT
VANGUARD WORLD FDS
+$818.2K
5,716
+29%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$803.6K
3,694
+89%
增持
CMCSA
COMCAST CORP NEW
+$788.9K
38,316
+81%
减持
XLP
SELECT SECTOR SPDR TR
-$782.0K
306,813
-3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$773.9K
3,174
+94%
减持
RAMP
LIVERAMP HLDGS INC
+$761.8K
115,422
-0%
减持
XLU
SELECT SECTOR SPDR TR
-$758.7K
238,094
-1%
增持
SOFI
SOFI TECHNOLOGIES INC
+$749.0K
226,670
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$739.9K
3,709
+81%
增持
OKTA
OKTA INC
-$718.3K
46,925
+2%
增持
—
LINDE PLC
+$710.2K
4,140
+70%
清仓
TGT
TARGET CORP
-$701.4K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$694.1K
5,726
+213%
增持
CPNG
COUPANG INC
+$687.0K
104,115
+48%
减持
IWF
ISHARES TR
-$674.9K
28,234
-18%
增持
—
ACCENTURE PLC IRELAND
+$673.5K
4,272
+89%
增持
—
EXXON MOBIL CORP
+$672.4K
23,630
+39%
增持
FISV
FISERV INC
+$656.2K
10,061
+86%
增持
SBUX
STARBUCKS CORP
+$628.6K
14,094
+91%
增持
ISRG
INTUITIVE SURGICAL INC
+$625.9K
4,349
+29%
增持
BA
BOEING CO
+$620.4K
4,754
+163%
增持
ORCL
ORACLE CORP
+$609.6K
12,966
+29%
建仓
DXCM
DEXCOM INC
+$603.7K
4,698
增持
INTU
INTUIT
+$592.7K
2,314
+121%
增持
DVA
DAVITA INC
+$591.4K
27,682
+3%
增持
COP
CONOCOPHILLIPS
+$582.5K
10,844
+97%
减持
UBER
UBER TECHNOLOGIES INC
+$581.6K
86,399
-13%
增持
UNP
UNION PAC CORP
+$575.4K
5,500
+101%
建仓
—
ARCH CAP GROUP LTD
+$555.6K
7,423
增持
SPGI
S&P GLOBAL INC
+$552.7K
2,452
+96%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$540.8K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$538.8K
11,761
+44%
建仓
KRYS
KRYSTAL BIOTECH INC
+$534.8K
4,555
增持
SYK
STRYKER CORPORATION
+$515.7K
4,412
+51%
增持
TOST
TOAST INC
+$515.0K
102,569
+1%
减持
IVV
ISHARES TR
+$512.1K
17,443
-1%
增持
WMT
WALMART INC
+$510.3K
8,710
+50%
增持
MDLZ
MONDELEZ INTL INC
+$507.5K
12,917
+106%
增持
LOW
LOWES COS INC
+$503.9K
5,944
+42%
增持
LZ
LEGALZOOM COM INC
+$501.4K
133,091
+13%
建仓
CTAS
CINTAS CORP
+$488.1K
982
建仓
SPMD
SPDR SER TR
+$488.1K
10,637
增持
ELV
ELEVANCE HEALTH INC
+$483.4K
2,482
+84%
增持
HON
HONEYWELL INTL INC
+$480.7K
5,182
+67%
建仓
STZ
CONSTELLATION BRANDS INC
+$478.0K
1,942
增持
VT
VANGUARD INTL EQUITY INDEX F
+$473.2K
53,849
+4%
建仓
SPSM
SPDR SER TR
+$459.0K
11,818
增持
—
MEDTRONIC PLC
+$455.8K
12,949
+52%
减持
DASH
DOORDASH INC
+$450.3K
36,945
-1%
增持
BILL
BILL HOLDINGS INC
+$446.6K
12,372
+0%
增持
AMAT
APPLIED MATLS INC
+$445.3K
6,710
+57%
建仓
VLO
VALERO ENERGY CORP
+$435.7K
3,714
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$432.7K
1,845
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$411.0K
6,296
增持
AME
AMETEK INC
+$406.4K
7,197
+38%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$405.8K
3,589
增持
SCHW
SCHWAB CHARLES CORP
+$402.5K
30,364
+21%
增持
CAT
CATERPILLAR INC
+$396.5K
3,877
+59%
建仓
MMM
3M CO
+$395.6K
3,953
建仓
—
PIONEER NAT RES CO
+$390.7K
1,886
建仓
PSA
PUBLIC STORAGE
+$390.6K
1,338
建仓
CL
COLGATE PALMOLIVE CO
+$389.5K
5,056
增持
BAC
BANK AMERICA CORP
+$388.7K
65,125
+26%
建仓
KMI
KINDER MORGAN INC DEL
+$386.0K
22,415
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$385.0K
0
-100%
增持
AMGN
AMGEN INC
+$384.5K
4,296
+82%
建仓
NOC
NORTHROP GRUMMAN CORP
+$378.8K
831
增持
PANW
PALO ALTO NETWORKS INC
+$378.4K
2,601
+82%
建仓
MCO
MOODYS CORP
+$378.0K
1,087
增持
PLD
PROLOGIS INC.
+$372.8K
7,025
+79%
增持
GS
GOLDMAN SACHS GROUP INC
+$369.8K
2,829
+71%
增持
AXP
AMERICAN EXPRESS CO
+$369.7K
7,710
+31%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$368.0K
1,251
增持
—
ASTRAZENECA PLC
+$363.9K
10,032
+97%
