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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 31
减持 11
清仓 103
方向
标的
Δ市值
现股数(环比)
清仓
VOO
VANGUARD INDEX FDS
-$474.1M
0
-100%
增持
USFR
WISDOMTREE TR
+$210.7M
21,845,010
+23%
清仓
AGG
ISHARES TR
-$169.5M
0
-100%
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。
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$80.7M
0
-100%
清仓
AAPL
APPLE INC
-$74.0M
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$67.0M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$53.4M
0
-100%
清仓
IWF
ISHARES TR
-$53.4M
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$48.7M
0
-100%
增持
AVGO
BROADCOM INC
+$42.2M
677,992
+2%
清仓
VTI
VANGUARD INDEX FDS
-$34.3M
0
-100%
清仓
KCCA
KRANESHARES TRUST
-$33.5M
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$28.6M
0
-100%
清仓
EFA
ISHARES TR
-$28.6M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$28.2M
230,587
-41%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$24.0M
504,019
+455%
清仓
AMZN
AMAZON COM INC
-$22.8M
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$21.3M
3,791,839
-5%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$20.0M
306,642
减持
SPTL
SPDR SER TR
-$18.2M
64,639
-91%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$17.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$16.4M
312,177
+49%
清仓
IWM
ISHARES TR
-$16.3M
0
-100%
清仓
CAT
CATERPILLAR INC
-$15.6M
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$14.8M
0
-100%
清仓
EFV
ISHARES TR
-$13.7M
0
-100%
清仓
TNET
TRINET GROUP INC
-$13.2M
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$12.5M
352,011
-7%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$11.6M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.6M
819,821
+11%
清仓
QQQ
INVESCO QQQ TR
-$11.1M
0
-100%
清仓
IJR
ISHARES TR
-$10.8M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$10.5M
0
-100%
减持
—
AON PLC
-$10.0M
113,066
-23%
清仓
IAU
ISHARES GOLD TR
-$9.1M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$8.9M
28,951
-79%
清仓
JNJ
JOHNSON & JOHNSON
-$8.6M
0
-100%
清仓
IVV
ISHARES TR
-$8.5M
0
-100%
增持
GOOGL
ALPHABET INC
+$8.5M
171,151
+19%
增持
GOOG
ALPHABET INC
+$8.5M
221,255
+10%
增持
TSLA
TESLA INC
+$8.4M
38,066
+42%
清仓
VV
VANGUARD INDEX FDS
-$7.8M
0
-100%
清仓
HD
HOME DEPOT INC
-$7.4M
0
-100%
增持
IEFA
ISHARES TR
+$7.0M
158,726
+202%
清仓
ITOT
ISHARES TR
-$7.0M
0
-100%
清仓
EEM
ISHARES TR
-$6.9M
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$6.8M
0
-100%
清仓
LLY
ELI LILLY & CO
-$6.7M
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$6.6M
0
-100%
减持
APO
APOLLO GLOBAL MGMT INC
+$6.4M
162,404
-1%
清仓
KRBN
KRANESHARES TRUST
-$6.2M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$6.1M
0
-100%
清仓
IWB
ISHARES TR
-$5.8M
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$5.8M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$5.5M
0
-100%
清仓
IWV
ISHARES TR
-$4.9M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$4.9M
89,722
+14%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$4.8M
0
-100%
增持
META
META PLATFORMS INC
+$4.8M
29,710
+35%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.7M
72,455
+1%
清仓
IJH
ISHARES TR
-$4.5M
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.5M
94,991
+1491%
建仓
STIP
ISHARES TR
+$4.4M
43,949
清仓
SCHW
SCHWAB CHARLES CORP
-$4.4M
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$4.2M
0
-100%
增持
SPMD
SPDR SER TR
+$3.9M
338,503
+27%
增持
DDOG
DATADOG INC
+$3.9M
137,502
+0%
清仓
MDLZ
MONDELEZ INTL INC
-$3.8M
0
-100%
建仓
S
SENTINELONE INC
+$3.8M
170,079
清仓
IWY
ISHARES TR
-$3.8M
0
-100%
清仓
PEP
PEPSICO INC
-$3.8M
0
-100%
清仓
ALL
ALLSTATE CORP
-$3.7M
0
-100%
增持
AR
ANTERO RESOURCES CORP
+$3.7M
581,165
+0%
清仓
EEMA
ISHARES INC
-$3.7M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$3.7M
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$3.7M
0
-100%
清仓
WMT
WALMART INC
-$3.6M
0
-100%
清仓
LOW
LOWES COS INC
-$3.5M
0
-100%
增持
IEMG
ISHARES INC
+$3.5M
79,128
+617%
增持
CRM
SALESFORCE INC
+$3.5M
45,388
+6%
增持
UBER
UBER TECHNOLOGIES INC
+$3.5M
136,166
+116%
清仓
VTV
VANGUARD INDEX FDS
-$3.4M
0
-100%
清仓
IGV
ISHARES TR
-$3.3M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$3.3M
0
-100%
清仓
PFE
PFIZER INC
-$3.3M
0
-100%
清仓
DVY
ISHARES TR
-$3.3M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$3.3M
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$3.2M
0
-100%
清仓
ABT
ABBOTT LABS
-$3.2M
0
-100%
清仓
DHR
DANAHER CORPORATION
-$3.2M
0
-100%
清仓
CSX
CSX CORP
-$3.2M
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$3.1M
0
-100%
建仓
BLK
BLACKROCK INC
+$3.0M
2,944
增持
WCLD
WISDOMTREE TR
+$3.0M
255,743
+24%
清仓
SCZ
ISHARES TR
-$2.9M
0
-100%
增持
V
VISA INC
+$2.9M
26,977
+31%
清仓
KWEB
KRANESHARES TRUST
-$2.8M
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$2.8M
0
-100%
清仓
RTX
RTX CORPORATION
-$2.8M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$2.8M
9,370
+43%
清仓
DE
DEERE & CO
-$2.8M
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$2.7M
0
-100%
清仓
—
UDEMY INC
-$2.7M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
78,000
+4%
减持
—
MONDAY COM LTD
-$2.7M
50,413
-4%
清仓
ED
CONSOLIDATED EDISON INC
-$2.7M
0
-100%
清仓
ABNB
AIRBNB INC
-$2.7M
0
-100%
清仓
OKTA
OKTA INC
-$2.6M
0
-100%
清仓
GE
GE AEROSPACE
-$2.6M
0
-100%
清仓
INTU
INTUIT
-$2.6M
0
-100%
清仓
TJX
TJX COS INC NEW
-$2.6M
0
-100%
减持
COIN
COINBASE GLOBAL INC
+$2.6M
57,351
-12%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$2.6M
0
-100%
清仓
QCOM
QUALCOMM INC
-$2.5M
0
-100%
减持
PATH
UIPATH INC
-$2.5M
190,311
-51%
清仓
IWD
ISHARES TR
-$2.5M
0
-100%
清仓
AMGN
AMGEN INC
-$2.4M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.4M
94,693
+30%
清仓
—
BLACKROCK INC
-$2.3M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$2.3M
0
-100%
增持
NFLX
NETFLIX INC
+$2.3M
6,703
+30%
清仓
FISV
FISERV INC
-$2.3M
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.2M
0
-100%
增持
QUAL
ISHARES TR
+$2.2M
349,459
+4%
建仓
MOAT
VANECK ETF TRUST
+$2.2M
23,203
减持
SOFI
SOFI TECHNOLOGIES INC
+$2.1M
277,535
-1%
增持
PTON
PELOTON INTERACTIVE INC
+$2.1M
510,775
+0%
清仓
C
CITIGROUP INC
-$2.0M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$2.0M
0
-100%
清仓
SYK
STRYKER CORPORATION
-$2.0M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$2.0M
0
-100%
清仓
ACWI
ISHARES TR
-$1.9M
0
-100%
清仓
MCD
MCDONALDS CORP
-$1.9M
0
-100%
清仓
KO
COCA COLA CO
-$1.9M
0
-100%
清仓
KRYS
KRYSTAL BIOTECH INC
-$1.9M
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$1.8M
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$1.8M
0
-100%
清仓
NEM
NEWMONT CORP
-$1.8M
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$1.8M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$1.7M
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$1.7M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$1.7M
0
-100%
增持
DGRW
WISDOMTREE TR
+$1.7M
38,837
+122%
清仓
VB
VANGUARD INDEX FDS
-$1.7M
0
-100%
清仓
TGT
TARGET CORP
-$1.7M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$1.7M
0
-100%
清仓
UNP
UNION PAC CORP
-$1.7M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$1.7M
1,131
+20%
增持
—
EXXON MOBIL CORP
+$1.6M
68,874
+40%
增持
MRK
MERCK & CO INC
+$1.6M
56,022
+61%
