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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 106
减持 25
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$218.9M
24,834,338
+21%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$87.4M
3,160,233
+92%
增持
AGG
ISHARES TR
+$78.3M
1,737,414
+88%
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
VOO
VANGUARD INDEX FDS
+$69.8M
815,493
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$27.1M
668,447
+23%
增持
BILL
BILL HOLDINGS INC
+$18.9M
280,750
+6023%
减持
XLP
SELECT SECTOR SPDR TR
-$18.9M
98,433
-73%
减持
XLU
SELECT SECTOR SPDR TR
-$16.1M
65,944
-80%
增持
AVGO
BROADCOM INC
+$14.4M
66,350
+1%
建仓
WCLD
WISDOMTREE TR
+$14.3M
409,861
增持
QUAL
ISHARES TR
+$12.8M
79,766
+3740%
增持
IWF
ISHARES TR
+$12.3M
118,530
+30%
增持
—
MONDAY COM LTD
+$9.6M
55,048
+264%
增持
BND
VANGUARD BD INDEX FDS
+$7.7M
734,570
+18%
增持
CRM
SALESFORCE INC
+$7.7M
43,184
+115%
增持
NVDA
NVIDIA CORPORATION
+$7.6M
18,316
+2%
增持
CAT
CATERPILLAR INC
+$5.6M
18,439
+390%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.5M
129,770
-42%
减持
COIN
COINBASE GLOBAL INC
+$5.4M
70,918
-8%
增持
AMZN
AMAZON COM INC
+$5.2M
124,358
+10%
增持
MSFT
MICROSOFT CORP
+$4.9M
68,854
+8%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$4.6M
71,337
-0%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$4.3M
608,332
-2%
减持
PATH
UIPATH INC
-$3.7M
547,492
-16%
增持
AR
ANTERO RESOURCES CORP
+$3.7M
580,330
+0%
增持
JD
JD.COM INC
+$3.7M
154,978
+662%
增持
META
META PLATFORMS INC
+$3.6M
18,649
+22%
增持
MPC
MARATHON PETE CORP
+$3.5M
20,007
+496%
增持
GOOG
ALPHABET INC
+$3.4M
188,907
+5%
增持
VTI
VANGUARD INDEX FDS
+$3.4M
115,041
+3%
增持
HIMS
HIMS & HERS HEALTH INC
+$3.4M
270,784
+188%
增持
JPM
JPMORGAN CHASE & CO
+$3.3M
43,352
+37%
增持
CVX
CHEVRON CORP NEW
+$3.3M
32,770
+163%
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
66,985
+0%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.1M
162,872
+0%
增持
QQQ
INVESCO QQQ TR
+$3.1M
16,686
+59%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
792,163
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
527,674
-2%
增持
EFA
ISHARES TR
+$2.7M
256,664
+9%
增持
JNJ
JOHNSON & JOHNSON
+$2.7M
35,131
+91%
增持
—
JFROG LTD
+$2.5M
64,547
+478%
建仓
KWEB
KRANESHARES TRUST
+$2.4M
91,665
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
29,921
+4%
增持
KCCA
KRANESHARES TRUST
+$2.2M
1,514,394
+11%
建仓
ALL
ALLSTATE CORP
+$2.2M
12,651
增持
EXPD
EXPEDITORS INTL WASH INC
-$2.1M
369,626
+0%
增持
IWY
ISHARES TR
+$2.0M
16,799
+140%
增持
—
EXXON MOBIL CORP
+$2.0M
39,495
+50%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$1.9M
25,488
+565%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.9M
86,495
+17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
24,084
+62%
增持
LLY
ELI LILLY & CO
+$1.9M
7,608
+9%
减持
TNET
TRINET GROUP INC
+$1.8M
140,973
-1%
增持
IWM
ISHARES TR
+$1.8M
52,614
+13%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.7M
7
+40%
增持
LMT
LOCKHEED MARTIN CORP
+$1.6M
7,232
+99%
增持
MRK
MERCK & CO INC
+$1.6M
33,767
+30%
增持
BAC
BANK AMERICA CORP
+$1.5M
92,558
+53%
增持
HD
HOME DEPOT INC
+$1.5M
12,831
+29%
增持
DASH
DOORDASH INC
+$1.4M
36,925
+0%
建仓
CLX
CLOROX CO DEL
+$1.4M
9,399
增持
MO
ALTRIA GROUP INC
+$1.4M
41,939
+300%
增持
MDLZ
MONDELEZ INTL INC
+$1.4M
33,076
+167%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
17,264
+44%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
13,400
+12%
建仓
NOBL
PROSHARES TR
+$1.3M
12,652
建仓
DGRW
WISDOMTREE TR
+$1.3M
16,810
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.3M
56,657
+94%
增持
CSX
CSX CORP
+$1.3M
47,064
+237%
增持
TSLA
TESLA INC
-$1.3M
24,834
+10%
增持
USMV
ISHARES TR
+$1.2M
28,793
+93%
增持
RTX
RTX CORPORATION
+$1.2M
23,136
+92%
增持
INTC
INTEL CORP
+$1.2M
60,167
+103%
建仓
CORZW
CORE SCIENTIFIC INC NEW
+$1.2M
525,656
增持
ED
CONSOLIDATED EDISON INC
+$1.1M
17,859
+239%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
1,313,396
+0%
建仓
XEL
XCEL ENERGY INC
+$1.1M
20,934
增持
T
AT&T INC
+$1.1M
118,178
+103%
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
11,041
+43%
建仓
GXC
SPDR INDEX SHS FDS
+$1.1M
16,085
清仓
—
MAKEMYTRIP LIMITED MAURITIUS
-$1.0M
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$1.0M
16,632
清仓
VLY
VALLEY NATL BANCORP
-$976.3K
0
-100%
清仓
TIP
ISHARES TR
-$943.7K
0
-100%
增持
V
VISA INC
+$940.5K
18,917
+14%
减持
EEMA
ISHARES INC
-$939.5K
51,142
-24%
减持
PTON
PELOTON INTERACTIVE INC
-$919.6K
509,110
-0%
建仓
OTIS
OTIS WORLDWIDE CORP
+$850.6K
8,568
增持
GLD
SPDR GOLD TR
+$837.4K
15,077
+27%
增持
DIS
DISNEY WALT CO
+$822.5K
17,703
+19%
增持
IVV
ISHARES TR
+$817.6K
12,358
+4%
增持
PCAR
PACCAR INC
+$815.9K
9,080
+195%
增持
CARR
CARRIER GLOBAL CORPORATION
+$796.0K
17,290
+376%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$787.5K
16,650
+214%
增持
PGR
PROGRESSIVE CORP
+$771.9K
7,521
+53%
清仓
FEZ
SPDR INDEX SHS FDS
-$765.0K
0
-100%
建仓
FXI
ISHARES TR
+$764.7K
31,768
清仓
EWG
ISHARES INC
-$742.3K
0
-100%
增持
FISV
FISERV INC
+$733.1K
12,746
+30%
增持
GE
GENERAL ELECTRIC CO
+$729.7K
9,486
+30%
增持
—
LINDE PLC
+$726.6K
6,258
+18%
增持
INDA
ISHARES TR
+$719.4K
139,701
+5%
增持
—
EATON CORP PLC
+$709.8K
6,124
+22%
减持
SCHP
SCHWAB STRATEGIC TR
-$694.3K
160,720
-8%
增持
YEXT
YEXT INC
+$680.1K
185,561
+149%
增持
TENB
TENABLE HLDGS INC
+$671.1K
73,942
+14%
减持
TOST
TOAST INC
+$663.6K
100,371
-0%
减持
XLV
SELECT SECTOR SPDR TR
-$663.4K
399,744
-9%
增持
TGT
TARGET CORP
+$656.5K
7,653
+56%
建仓
VYM
VANGUARD WHITEHALL FDS
+$640.5K
5,294
增持
WFC
WELLS FARGO CO NEW
+$626.1K
54,996
+6%
增持
DHR
DANAHER CORPORATION
+$614.6K
10,549
+21%
减持
UBER
UBER TECHNOLOGIES INC
+$608.3K
59,537
-8%
增持
QCOM
QUALCOMM INC
+$580.5K
9,622
+33%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$576.4K
1,864
-41%
增持
KHC
KRAFT HEINZ CO
+$569.7K
22,294
+226%
增持
CMCSA
COMCAST CORP NEW
+$560.6K
53,286
+34%
增持
DOW
DOW INC
+$558.0K
15,566
+148%
增持
COST
COSTCO WHSL CORP NEW
+$549.6K
6,299
+5%
减持
ASHR
DBX ETF TR
-$543.6K
12,874
-64%
减持
KRBN
KRANESHARES TRUST
-$539.4K
80,617
-3%
增持
ISRG
INTUITIVE SURGICAL INC
+$534.0K
4,562
+20%
减持
—
FORGE GLOBAL HOLDINGS INC
-$532.7K
295,667
-8%
增持
SOFI
SOFI TECHNOLOGIES INC
-$521.1K
259,916
+7%
增持
AMAT
APPLIED MATLS INC
+$519.8K
6,880
+24%
增持
SCHW
SCHWAB CHARLES CORP
+$516.3K
37,012
+18%
增持
ELV
ELEVANCE HEALTH INC
+$512.3K
2,774
+41%
减持
NFLX
NETFLIX INC
+$502.4K
4,329
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$498.1K
7,081
+36%
增持
WMT
WALMART INC
+$487.3K
28,147
+268%
增持
IWB
ISHARES TR
+$467.9K
18,137
+0%
增持
—
CHUBB LIMITED
+$465.7K
5,579
+29%
减持
GOOGL
ALPHABET INC
-$464.8K
131,474
-10%
减持
BA
BOEING CO
-$464.4K
3,828
-17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$461.5K
4,007
+14%
增持
NEE
NEXTERA ENERGY INC
+$450.0K
23,921
+35%
建仓
PAYC
PAYCOM SOFTWARE INC
+$448.0K
2,251
减持
BOX
BOX INC
-$446.1K
20,094
-49%
增持
—
MARATHON OIL CORP
+$439.3K
22,648
+170%
增持
—
XCEL BRANDS INC
-$433.6K
2,242,593
+33%
增持
PEP
PEPSICO INC
+$429.6K
18,617
+12%
增持
PLD
PROLOGIS INC.
+$428.2K
12,576
+39%
增持
APH
AMPHENOL CORP NEW
+$409.0K
8,695
+45%
增持
WY
WEYERHAEUSER CO MTN BE
+$403.6K
42,445
+32%
增持
LOW
LOWES COS INC
+$400.1K
7,344
+11%
增持
SYK
STRYKER CORPORATION
+$398.5K
4,905
+8%
减持
RAMP
LIVERAMP HLDGS INC
-$391.6K
115,351
-0%
增持
—
DUPONT DE NEMOURS INC
+$390.9K
8,303
+160%
减持
ABNB
AIRBNB INC
-$379.1K
21,354
-25%
增持
TDG
TRANSDIGM GROUP INC
+$377.6K
989
+19%
