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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 16
增持 56
减持 60
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$68.0M
1,645,884
+218%
增持
VOO
VANGUARD INDEX FDS
+$55.1M
737,689
+9%
建仓
BND
VANGUARD BD INDEX FDS
+$45.6M
620,157
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
IWF
ISHARES TR
+$20.2M
91,361
+223%
增持
AVGO
BROADCOM INC
+$18.8M
65,838
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$15.5M
545,519
+9%
减持
AGG
ISHARES TR
-$10.8M
925,981
-15%
减持
SPTL
SPDR SER TR
-$10.0M
422,103
-50%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$10.0M
623,691
+5%
减持
EEMA
ISHARES INC
-$9.7M
66,900
-70%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$9.5M
223,128
+271%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$9.3M
768,742
+22%
增持
XLV
SELECT SECTOR SPDR TR
+$7.3M
437,876
+8%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$6.2M
71,380
-1%
增持
EXPD
EXPEDITORS INTL WASH INC
+$5.9M
369,420
+3%
减持
COIN
COINBASE GLOBAL INC
+$5.8M
77,201
-24%
减持
IAU
ISHARES GOLD TR
-$5.7M
135,304
-57%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.1M
1,307,113
+5%
增持
EEM
ISHARES TR
+$4.8M
146,910
+387%
减持
DDOG
DATADOG INC
+$4.3M
143,507
-0%
增持
AR
ANTERO RESOURCES CORP
+$4.0M
579,727
+60%
减持
—
HASHICORP INC
-$3.7M
93,468
-64%
增持
XLU
SELECT SECTOR SPDR TR
+$3.3M
322,851
+11%
减持
AAPL
APPLE INC
+$3.3M
243,223
-4%
减持
MSFT
MICROSOFT CORP
+$3.2M
64,032
-3%
减持
IVOL
KRANESHARES TR
-$3.2M
38,355
-80%
增持
KCCA
KRANESHARES TR
+$3.0M
1,365,825
+2%
增持
VTI
VANGUARD INDEX FDS
+$2.8M
111,820
+0%
减持
PATH
UIPATH INC
+$2.8M
649,447
-17%
减持
VTV
VANGUARD INDEX FDS
-$2.7M
25,800
-45%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.2M
5
+400%
增持
XLP
SELECT SECTOR SPDR TR
+$2.1M
366,111
+4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.0M
73,961
+23%
减持
USFR
WISDOMTREE TR
-$2.0M
20,502,859
-0%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.0M
173,898
+23%
减持
AMZN
AMAZON COM INC
-$1.9M
113,386
-25%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
18,038
+7%
增持
TSLA
TESLA INC
+$1.4M
22,619
+35%
建仓
PEN
PENUMBRA INC
+$1.3M
5,354
增持
KRBN
KRANESHARES TR
+$1.3M
82,739
+75%
减持
IJR
ISHARES TR
+$1.3M
95,293
-0%
减持
GOOGL
ALPHABET INC
-$1.2M
145,380
-12%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.1M
18,351
建仓
WY
WEYERHAEUSER CO MTN BE
+$1.1M
32,229
减持
—
GREENLIGHT CAPITAL RE LTD
-$1.1M
38,516
-72%
减持
RAMP
LIVERAMP HLDGS INC
+$1.0M
115,395
-0%
建仓
PCH
POTLATCHDELTIC CORPORATION
+$1.0M
21,068
减持
SPY
SPDR S&P 500 ETF TR
+$993.9K
66,721
-7%
建仓
VLY
VALLEY NATL BANCORP
+$976.3K
89,899
增持
VGT
VANGUARD WORLD FDS
+$955.3K
7,763
+15%
建仓
TIP
ISHARES TR
+$943.7K
8,779
清仓
ACWX
ISHARES TR
-$909.6K
0
-100%
减持
EFA
ISHARES TR
+$894.4K
235,847
-4%
增持
INDA
ISHARES TR
+$885.6K
132,919
+5%
减持
ASHR
DBX ETF TR
-$869.9K
35,696
-46%
增持
OKTA
OKTA INC
+$861.3K
51,637
+10%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$791.8K
0
-100%
减持
BILL
BILL HOLDINGS INC
-$778.2K
4,585
-57%
减持
—
MONDAY COM LTD
-$776.1K
15,119
-33%
增持
XBI
SPDR SER TR
+$768.4K
23,204
+30%
减持
PFE
PFIZER INC
-$767.9K
44,938
-28%
清仓
BHF
BRIGHTHOUSE FINL INC
-$750.1K
0
-100%
清仓
FR
FIRST INDL RLTY TR INC
-$747.3K
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
+$709.9K
64,568
-9%
减持
QQQ
INVESCO QQQ TR
-$706.9K
10,468
-25%
减持
DASH
DOORDASH INC
+$694.4K
36,819
-1%
减持
GOOG
ALPHABET INC
-$683.5K
180,051
-9%
增持
IWV
ISHARES TR
+$618.6K
15,063
+6%
减持
—
EXXON MOBIL CORP
-$612.0K
26,285
-5%
增持
SOFI
SOFI TECHNOLOGIES INC
+$605.2K
243,069
+7%
减持
CVX
CHEVRON CORP NEW
-$571.5K
12,449
-14%
减持
APO
APOLLO GLOBAL MGMT INC
+$535.5K
162,803
-0%
增持
ABT
ABBOTT LABS
+$532.1K
23,996
+10%
清仓
KRYS
KRYSTAL BIOTECH INC
-$528.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$526.4K
6,022
-4%
减持
JNJ
JOHNSON & JOHNSON
-$509.9K
18,418
-16%
增持
—
FORGE GLOBAL HOLDINGS INC
+$503.1K
321,667
+9%
清仓
—
ACTIVISION BLIZZARD INC
-$496.3K
0
-100%
减持
DVY
ISHARES TR
-$488.2K
22,359
-22%
增持
IWB
ISHARES TR
+$478.3K
18,135
+0%
增持
WFC
WELLS FARGO CO NEW
+$464.2K
52,041
+1%
清仓
—
NATIONAL INSTRS CORP
-$459.3K
0
-100%
增持
ATNI
ATN INTL INC
+$456.4K
20,639
+86%
减持
AMD
ADVANCED MICRO DEVICES INC
+$415.5K
11,973
-9%
增持
—
LINDE PLC
+$414.8K
5,306
+12%
减持
RITM
RITHM CAPITAL CORP
-$405.4K
48,003
-51%
减持
CRM
SALESFORCE INC
-$399.4K
20,095
-28%
减持
V
VISA INC
+$392.9K
16,666
-3%
减持
MO
ALTRIA GROUP INC
-$392.3K
10,496
-45%
减持
SCHW
SCHWAB CHARLES CORP
+$389.7K
31,413
-3%
减持
DHR
DANAHER CORPORATION
-$379.0K
8,734
-10%
增持
—
ASML HOLDING N V
+$360.3K
1,739
+7%
增持
AXP
AMERICAN EXPRESS CO
+$357.2K
7,746
+6%
减持
DOCS
DOXIMITY INC
+$352.1K
52,932
-1%
减持
NFLX
NETFLIX INC
+$350.5K
4,368
-7%
增持
UNP
UNION PAC CORP
+$344.8K
6,803
+4%
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$344.5K
29,670
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$342.8K
539,641
-10%
建仓
L
LOEWS CORP
+$339.4K
4,877
增持
NKE
NIKE INC
+$331.9K
12,384
+17%
清仓
TWLO
TWILIO INC
-$329.2K
0
-100%
增持
BA
BOEING CO
+$326.5K
4,616
+1%
建仓
CNM
CORE & MAIN INC
+$325.5K
8,056
减持
ADBE
ADOBE INC
+$325.3K
5,181
-4%
建仓
ANSS
ANSYS INC
+$325.1K
896
增持
—
ACCENTURE PLC IRELAND
+$323.5K
5,065
+7%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$320.1K
27,500
减持
SPXL
DIREXION SHS ETF TR
-$318.9K
4,600
-55%
减持
JPM
JPMORGAN CHASE & CO
-$307.6K
31,539
-19%
增持
C
CITIGROUP INC
+$306.7K
14,745
+34%
清仓
EXC
EXELON CORP
-$305.2K
0
-100%
减持
WMT
WALMART INC
-$302.6K
7,657
-19%
增持
VRNS
VARONIS SYS INC
+$301.9K
20,265
+1%
增持
VNO
VORNADO RLTY TR
+$301.5K
20,527
+67%
增持
UNH
UNITEDHEALTH GROUP INC
+$299.6K
8,108
+3%
减持
INTC
INTEL CORP
+$293.6K
29,694
-12%
减持
SNOW
SNOWFLAKE INC
+$293.3K
29,268
-19%
减持
PG
PROCTER AND GAMBLE CO
-$292.1K
16,065
-11%
减持
HD
HOME DEPOT INC
+$289.5K
9,960
-5%
增持
DVA
DAVITA INC
+$286.4K
27,599
+0%
清仓
IEO
ISHARES TR
-$285.2K
0
-100%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$280.4K
7,947
增持
PH
PARKER-HANNIFIN CORP
+$275.3K
1,667
+32%
建仓
—
UDEMY INC
+$273.5K
18,565
增持
HON
HONEYWELL INTL INC
+$273.1K
6,593
+10%
清仓
MRNA
MODERNA INC
-$273.0K
0
-100%
减持
LLY
ELI LILLY & CO
+$272.2K
6,964
-1%
增持
—
MARQETA INC
+$271.2K
270,018
+0%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$269.4K
0
-100%
清仓
FCF
FIRST COMWLTH FINL CORP PA
-$264.1K
0
-100%
建仓
O
REALTY INCOME CORP
+$264.0K
4,578
减持
BN
BROOKFIELD CORP
+$263.9K
30,046
-0%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$261.8K
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$259.1K
4,894
-0%
增持
PLD
PROLOGIS INC.
+$258.3K
9,074
+7%
增持
ABBV
ABBVIE INC
+$256.8K
20,242
+5%
减持
TXN
TEXAS INSTRS INC
-$255.7K
4,516
-30%
增持
QCOM
QUALCOMM INC
+$254.6K
7,249
+1%
建仓
KHC
KRAFT HEINZ CO
+$252.9K
6,840
减持
IGV
ISHARES TR
+$251.3K
7,789
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$251.3K
14,850
+2%
增持
—
BLACKROCK INC
+$249.7K
1,509
+0%
清仓
XEL
XCEL ENERGY INC
-$248.7K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$248.6K
28,770
-4%
清仓
DVN
DEVON ENERGY CORP NEW
-$247.4K
0
-100%
增持
HIMS
HIMS & HERS HEALTH INC
+$246.8K
94,172
+0%
减持
ALGN
ALIGN TECHNOLOGY INC
-$246.5K
949
-43%
增持
AMT
AMERICAN TOWER CORP NEW
+$246.1K
4,325
+2%
清仓
ES
EVERSOURCE ENERGY
-$245.1K
0
-100%
清仓
CABO
CABLE ONE INC
-$245.0K
0
-100%
