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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 96
减持 36
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$132.2M
17,693,937
-13%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$70.5M
3,992,551
+36%
增持
VOO
VANGUARD INDEX FDS
+$29.8M
895,784
+1%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$22.2M
737,284
+10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$16.1M
1,268,643
+23%
减持
—
AON PLC
-$15.5M
146,258
-35%
增持
SPMD
SPDR SER TR
+$14.0M
267,303
+2018%
增持
AAPL
APPLE INC
+$13.5M
317,612
+11%
增持
QUAL
ISHARES TR
+$10.9M
335,061
+16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.5M
1,687,101
+5%
增持
KCCA
KRANESHARES TRUST
+$10.0M
1,555,928
+48%
增持
XLU
SELECT SECTOR SPDR TR
+$9.4M
136,952
+445%
增持
AVGO
BROADCOM INC
+$9.0M
666,622
+909%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$7.4M
71,470
-0%
增持
EPI
WISDOMTREE TR
+$6.9M
198,932
+210%
增持
EFA
ISHARES TR
+$6.6M
341,991
+22%
清仓
CORZ
Core Scientific Inc
-$4.8M
0
-100%
减持
KRBN
KRANESHARES TRUST
-$4.4M
196,178
-40%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
209,995
+23%
减持
COIN
COINBASE GLOBAL INC
-$4.0M
65,519
-7%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
120,776
+7%
增持
ITOT
ISHARES TR
+$3.7M
55,756
+102%
增持
IWF
ISHARES TR
+$3.7M
142,216
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
37,865
+12%
增持
IWM
ISHARES TR
+$3.4M
73,700
+16%
增持
SPTL
SPDR SER TR
+$3.4M
683,509
+13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.4M
379,705
-11%
增持
QQQ
INVESCO QQQ TR
+$3.2M
22,809
+37%
清仓
—
Hashicorp Inc
-$3.2M
0
-100%
增持
IJH
ISHARES TR
+$3.1M
72,675
+207%
增持
SPY
SPDR S&P 500 ETF TR
+$3.0M
74,993
+2%
减持
GOOGL
ALPHABET INC
-$2.9M
144,124
-2%
增持
TSLA
TESLA INC
+$2.9M
26,746
+30%
减持
XLV
SELECT SECTOR SPDR TR
+$2.9M
389,340
-1%
建仓
RTX
RTX CORPORATION
+$2.8M
22,987
增持
IAU
ISHARES GOLD TR
+$2.8M
183,389
+27%
增持
GLD
SPDR GOLD TR
+$2.7M
20,993
+90%
增持
META
META PLATFORMS INC
+$2.7M
21,999
+12%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$2.6M
72,672
减持
SNOW
SNOWFLAKE INC
-$2.6M
23,915
-39%
增持
GOOG
ALPHABET INC
-$2.5M
201,427
+2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$2.5M
370,993
+0%
增持
—
UDEMY INC
+$2.4M
366,795
+940%
增持
AR
ANTERO RESOURCES CORP
-$2.3M
581,076
+0%
增持
VV
VANGUARD INDEX FDS
+$2.3M
29,458
+34%
减持
DDOG
DATADOG INC
-$2.2M
137,000
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
78,843
+8%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
53,162
+16%
建仓
KRYS
KRYSTAL BIOTECH INC
+$1.9M
10,401
建仓
EIPX
FIRST TR EXCHANGE-TRADED FD
+$1.9M
76,856
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
13,631
+14%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.9M
97,085
+12%
建仓
QXO
QXO INC
+$1.8M
114,470
清仓
—
Ferguson PLC New Registered SHS
-$1.8M
0
-100%
减持
—
MONDAY COM LTD
+$1.7M
52,407
-2%
减持
WCLD
WISDOMTREE TR
-$1.6M
206,024
-20%
增持
CRM
SALESFORCE INC
+$1.5M
42,741
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
30,691
+23%
增持
IVV
ISHARES TR
+$1.5M
14,803
+15%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
16,338
+9%
增持
AMZN
AMAZON COM INC
+$1.4M
122,470
+11%
增持
HD
HOME DEPOT INC
+$1.4M
18,364
+5%
增持
DASH
DOORDASH INC
+$1.4M
38,730
+2%
增持
BND
VANGUARD BD INDEX FDS
+$1.4M
380,895
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$1.3M
67,351
-13%
增持
MSFT
MICROSOFT CORP
+$1.3M
124,178
+7%
增持
ORCL
ORACLE CORP
+$1.3M
20,341
+33%
减持
OKTA
OKTA INC
-$1.3M
35,011
-16%
增持
ABBV
ABBVIE INC
+$1.3M
24,423
+19%
增持
LOW
LOWES COS INC
+$1.3M
12,934
+27%
增持
WMT
WALMART INC
+$1.2M
44,872
+25%
增持
—
EXXON MOBIL CORP
+$1.2M
49,169
+24%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.2M
163,417
+0%
建仓
MGV
VANGUARD WORLD FD
+$1.1M
8,820
增持
—
LINDE PLC
+$1.1M
8,517
+27%
减持
INTC
INTEL CORP
-$1.1M
68,936
-21%
增持
ABT
ABBOTT LABS
+$1.1M
28,035
+39%
减持
DIS
DISNEY WALT CO
-$1.1M
16,032
-39%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$1.0M
50,900
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
5,378
+29%
增持
PG
PROCTER AND GAMBLE CO
+$972.9K
18,852
+36%
增持
MCD
MCDONALDS CORP
+$960.3K
6,324
+67%
增持
IJR
ISHARES TR
+$956.6K
92,578
+0%
增持
MO
ALTRIA GROUP INC
+$935.2K
107,231
+7%
建仓
SCHG
SCHWAB STRATEGIC TR
+$927.4K
8,902
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$884.3K
26,319
增持
—
BLACKROCK INC
+$871.7K
2,467
+32%
减持
LMT
LOCKHEED MARTIN CORP
+$868.9K
17,931
-13%
减持
PM
PHILIP MORRIS INTL INC
+$831.2K
46,972
-2%
减持
CAT
CATERPILLAR INC
-$825.0K
39,784
-19%
增持
PGR
PROGRESSIVE CORP
+$824.1K
10,975
+16%
增持
ALL
ALLSTATE CORP
+$786.5K
19,573
+7%
减持
HIMS
HIMS & HERS HEALTH INC
-$764.3K
358,652
-2%
减持
WFC
WELLS FARGO CO NEW
-$761.9K
65,138
-13%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$759.8K
90,866
+14%
增持
AMGN
AMGEN INC
+$749.3K
7,552
+40%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$736.7K
7,109
+38%
减持
DOCS
DOXIMITY INC
+$722.2K
50,570
-5%
增持
NFLX
NETFLIX INC
+$717.0K
5,151
+18%
减持
RAMP
LIVERAMP HLDGS INC
-$715.3K
115,299
-0%
增持
AXP
AMERICAN EXPRESS CO
+$712.0K
11,906
+10%
减持
AGG
ISHARES TR
+$696.5K
1,673,721
-4%
减持
F
FORD MTR CO
-$695.8K
19,177
-73%
减持
LZ
LEGALZOOM COM INC
-$681.4K
68,834
-48%
增持
AFL
AFLAC INC
+$679.5K
12,367
+57%
增持
V
VISA INC
+$675.2K
20,627
+8%
增持
PEP
PEPSICO INC
+$674.4K
22,056
+18%
增持
ADI
ANALOG DEVICES INC
+$672.9K
7,523
+62%
增持
NET
CLOUDFLARE INC
+$669.2K
10,762
+343%
建仓
—
TE CONNECTIVITY PLC
+$664.9K
4,404
减持
PTON
PELOTON INTERACTIVE INC
+$661.3K
510,417
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$659.3K
9,181
+16%
增持
—
ACCENTURE PLC IRELAND
+$640.6K
6,182
+21%
增持
SPGI
S&P GLOBAL INC
+$637.2K
3,414
+35%
增持
—
CHUBB LIMITED
+$632.8K
6,326
+35%
增持
DVA
DAVITA INC
+$631.9K
23,309
+1%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$627.1K
532,577
-10%
建仓
RBRK
RUBRIK INC.
+$624.6K
19,428
减持
TNET
TRINET GROUP INC
-$620.2K
135,878
-2%
建仓
VXUS
VANGUARD STAR FDS
+$619.0K
9,562
增持
T
AT&T INC
+$610.2K
169,934
+4%
清仓
—
Te Connectivity LTD Reg SHS
-$607.7K
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$591.1K
5,592
+30%
增持
ISRG
INTUITIVE SURGICAL INC
+$581.4K
5,452
+16%
减持
WOOF
PETCO HEALTH & WELLNESS CO I
+$579.8K
754,448
-0%
增持
GILD
GILEAD SCIENCES INC
+$577.4K
20,884
+22%
减持
ABNB
AIRBNB INC
-$574.6K
20,952
-2%
建仓
IRM
IRON MTN INC DEL
+$571.0K
4,777
减持
—
ASML HOLDING N V
-$568.2K
1,547
-15%
建仓
Z
ZILLOW GROUP INC
+$567.3K
8,885
增持
MSI
MOTOROLA SOLUTIONS INC
+$547.1K
2,577
+62%
增持
GE
GE AEROSPACE
+$542.5K
13,771
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$542.3K
49,473
+2%
增持
NEM
NEWMONT CORP
+$535.5K
32,940
+13%
增持
ED
CONSOLIDATED EDISON INC
+$529.3K
25,651
+7%
增持
NEE
NEXTERA ENERGY INC
+$519.5K
26,471
+9%
减持
DLTR
DOLLAR TREE INC
-$519.4K
8,468
-19%
减持
PFE
PFIZER INC
-$508.0K
113,684
-16%
增持
SO
SOUTHERN CO
+$504.9K
13,089
+50%
增持
LLY
ELI LILLY & CO
+$503.6K
7,549
+11%
增持
KO
COCA COLA CO
+$502.5K
26,286
+20%
减持
DVN
DEVON ENERGY CORP NEW
-$497.6K
11,060
-44%
增持
ITW
ILLINOIS TOOL WKS INC
+$497.1K
4,701
+51%
增持
—
KELLANOVA
+$485.6K
8,557
+141%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$484.2K
24,403
+6%
增持
PAYX
PAYCHEX INC
+$478.5K
8,505
+52%
增持
GD
GENERAL DYNAMICS CORP
+$478.3K
2,824
+118%
增持
DHR
DANAHER CORPORATION
+$460.6K
11,426
+5%
减持
BJ
BJS WHSL CLUB HLDGS INC
-$460.3K
11,196
-29%
增持
BX
BLACKSTONE INC
+$456.2K
14,346
+2%
