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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 24
增持 89
减持 22
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$277.2M
27,347,752
+25%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$109.8M
2,369,757
+370%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$109.5M
1,859,326
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。
-51%
增持
AVGO
BROADCOM INC
-$40.7M
695,564
+3%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$23.4M
329,009
-39%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$22.2M
672,954
+119%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$18.5M
936,055
+14%
减持
XLV
SELECT SECTOR SPDR TR
-$15.5M
111,139
-52%
减持
DDOG
DATADOG INC
-$9.0M
107,749
-22%
增持
GS
GOLDMAN SACHS GROUP INC
+$8.0M
20,230
+278%
增持
META
META PLATFORMS INC
+$5.5M
39,715
+34%
减持
COIN
COINBASE GLOBAL INC
-$5.3M
52,043
-9%
建仓
AMZU
DIREXION SHS ETF TR
+$4.9M
165,110
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$4.6M
8,583
-91%
增持
GOOG
ALPHABET INC
-$4.5M
240,793
+9%
增持
APO
APOLLO GLOBAL MGMT INC
-$4.4M
163,622
+1%
增持
COST
COSTCO WHSL CORP NEW
+$4.4M
13,709
+46%
减持
—
AON PLC
+$3.8M
111,380
-1%
增持
STIP
ISHARES TR
+$3.8M
79,644
+81%
增持
V
VISA INC
+$3.4M
34,152
+27%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
418,136
+34%
增持
AR
ANTERO RESOURCES CORP
+$3.1M
581,570
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.0M
351,357
-0%
增持
GLD
SPDR GOLD TR
+$3.0M
28,083
+33%
增持
CRM
SALESFORCE INC
-$2.9M
45,764
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$2.8M
99,119
+10%
增持
—
MONDAY COM LTD
+$2.7M
59,942
+19%
增持
—
EXXON MOBIL CORP
+$2.6M
84,358
+22%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
86,095
+10%
减持
IEFA
ISHARES TR
-$2.4M
115,493
-27%
增持
UBER
UBER TECHNOLOGIES INC
+$2.3M
144,773
+6%
增持
ABBV
ABBVIE INC
+$2.3M
36,020
+22%
减持
XLP
SELECT SECTOR SPDR TR
-$2.3M
20,097
-59%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
19,662
+23%
增持
TSLA
TESLA INC
-$2.1M
51,052
+34%
增持
MA
MASTERCARD INCORPORATED
+$2.0M
21,192
+16%
增持
T
AT&T INC
+$2.0M
228,731
+17%
建仓
SH
PROSHARES TR
+$2.0M
44,700
增持
NFLX
NETFLIX INC
+$1.9M
8,394
+25%
增持
YUMC
YUM CHINA HLDGS INC
+$1.8M
45,540
+256%
增持
DASH
DOORDASH INC
+$1.6M
46,835
+14%
增持
LPLA
LPL FINL HLDGS INC
+$1.6M
6,655
+265%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.5M
16,220
增持
—
LINDE PLC
+$1.5M
11,324
+26%
增持
—
JFROG LTD
+$1.4M
94,873
+73%
建仓
NTNX
NUTANIX INC
+$1.4M
19,955
减持
SPMD
SPDR SER TR
-$1.4M
334,521
-1%
减持
S
SENTINELONE INC
-$1.4M
131,643
-23%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$1.4M
27,450
+478%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
74,041
+2%
清仓
—
XCEL BRANDS INC
-$1.2M
0
-100%
增持
FOXA
FOX CORP
+$1.2M
30,806
+200%
增持
PTON
PELOTON INTERACTIVE INC
-$1.2M
511,393
+0%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.2M
265,947
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
118,825
+12%
增持
EPI
WISDOMTREE TR
+$1.2M
248,642
+16%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$1.1M
46,540
增持
CSCO
CISCO SYS INC
+$1.1M
102,765
+17%
建仓
ESI
ELEMENT SOLUTIONS INC
+$1.0M
45,600
减持
SPTL
SPDR SER TR
-$968.4K
26,578
-59%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$956.6K
1,556
+45%
建仓
EPR
EPR PPTYS
+$950.6K
17,974
增持
DGRW
WISDOMTREE TR
+$945.0K
51,209
+32%
减持
JD
JD.COM INC
+$930.3K
144,660
-0%
建仓
PINS
PINTEREST INC
+$925.4K
29,853
增持
—
SPOTIFY TECHNOLOGY S A
+$917.0K
4,235
+34%
增持
MOH
MOLINA HEALTHCARE INC
+$907.7K
4,127
+166%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$891.4K
11,254
+45%
增持
—
GENPACT LIMITED
+$871.5K
43,584
+41%
增持
KBDC
KAYNE ANDERSON BDC INC
+$866.4K
106,310
+100%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$837.6K
35,410
+51%
增持
—
JOHNSON CTLS INTL PLC
+$834.5K
16,115
+177%
清仓
TFI
SPDR SER TR
-$827.7K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$806.5K
0
-100%
增持
YETI
YETI HLDGS INC
+$798.7K
34,139
+297%
减持
XLY
SELECT SECTOR SPDR TR
-$797.3K
9,492
-20%
增持
LOPE
GRAND CANYON ED INC
+$787.3K
6,170
+261%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$785.8K
5,283
+20%
增持
AMT
AMERICAN TOWER CORP NEW
+$783.1K
9,050
+41%
增持
SPGI
S&P GLOBAL INC
+$782.6K
6,490
+29%
建仓
WCC
WESCO INTL INC
+$758.6K
4,885
增持
OTIS
OTIS WORLDWIDE CORP
+$747.9K
14,489
+80%
建仓
—
TOPBUILD CORP
+$728.2K
2,388
清仓
TQQQ
PROSHARES TR
-$728.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$708.9K
204,927
+20%
减持
GM
GENERAL MTRS CO
-$688.9K
19,785
-35%
建仓
FAF
FIRST AMERN FINL CORP
+$685.6K
10,447
清仓
—
PREMIER INC
-$668.0K
0
-100%
建仓
FLOT
ISHARES TR
+$642.1K
12,577
增持
BKNG
BOOKING HOLDINGS INC
+$633.1K
1,357
+20%
增持
EXC
EXELON CORP
+$629.3K
28,755
+56%
建仓
—
AXALTA COATING SYS LTD
+$627.1K
18,907
减持
BN
BROOKFIELD CORP
-$624.1K
19,521
-32%
清仓
MEAR
ISHARES U S ETF TR
-$621.7K
0
-100%
增持
NOW
SERVICENOW INC
-$599.9K
2,770
+5%
建仓
ETSY
ETSY INC
+$595.1K
12,613
减持
PATH
UIPATH INC
-$594.2K
177,153
-7%
增持
MCK
MCKESSON CORP
+$591.2K
2,399
+34%
建仓
—
ELASTIC N V
+$590.1K
6,623
建仓
TTEK
TETRA TECH INC NEW
+$589.6K
20,157
增持
HCA
HCA HEALTHCARE INC
+$585.4K
5,137
+30%
减持
INDA
ISHARES TR
-$583.5K
20,449
-34%
清仓
A
AGILENT TECHNOLOGIES INC
-$568.9K
0
-100%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
-$567.3K
751,740
+0%
增持
MMM
3M CO
+$563.9K
9,776
+45%
增持
ZTS
ZOETIS INC
+$559.8K
12,572
+36%
增持
VGT
VANGUARD WORLD FD
-$557.8K
8,222
+2%
增持
ADBE
ADOBE INC
+$554.3K
9,719
+36%
建仓
XELB
XCEL BRANDS INC
+$553.4K
196,250
增持
—
MEDTRONIC PLC
+$552.1K
22,023
+23%
增持
QXO
QXO INC
+$543.6K
176,325
+52%
增持
—
NOVOCURE LTD
+$542.9K
55,598
+270%
增持
ISRG
INTUITIVE SURGICAL INC
+$534.5K
8,036
+22%
增持
DUK
DUKE ENERGY CORP NEW
+$529.7K
16,521
+20%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$513.6K
0
-100%
增持
WELL
WELLTOWER INC
+$507.7K
6,756
+61%
增持
NEE
NEXTERA ENERGY INC
+$504.1K
39,884
+23%
建仓
CNXC
CONCENTRIX CORP
+$502.9K
9,038
建仓
PEN
PENUMBRA INC
+$491.0K
1,836
增持
PCTY
PAYLOCITY HLDG CORP
+$490.3K
4,752
+137%
增持
OZK
BANK OZK LITTLE ROCK ARK
+$485.7K
16,101
+235%
建仓
SOXL
DIREXION SHS ETF TR
+$482.7K
30,250
增持
COF
CAPITAL ONE FINL CORP
+$479.3K
6,844
+63%
清仓
CCO
CLEAR CHANNEL OUTDOOR HLDGS
-$477.1K
0
-100%
增持
DPZ
DOMINOS PIZZA INC
+$473.1K
1,597
+157%
清仓
NTAP
NETAPP INC
-$469.6K
0
-100%
增持
RAMP
LIVERAMP HLDGS INC
-$459.3K
117,111
+1%
增持
—
DUPONT DE NEMOURS INC
+$458.8K
23,923
+37%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$454.0K
5,467
+141%
增持
IEMG
ISHARES INC
+$451.8K
84,934
+7%
清仓
TBIL
RBB FD INC
-$448.7K
0
-100%
增持
ES
EVERSOURCE ENERGY
+$448.0K
11,738
+140%
增持
WM
WASTE MGMT INC DEL
+$443.9K
8,994
+11%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$440.7K
7,219
+34%
增持
ZM
ZOOM COMMUNICATIONS INC
+$439.7K
12,592
+110%
增持
CME
CME GROUP INC
+$425.8K
5,323
+29%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$421.6K
6,926
清仓
EPAM
EPAM SYS INC
-$419.5K
0
-100%
减持
EQIX
EQUINIX INC
-$416.0K
770
-30%
增持
DBX
DROPBOX INC
+$415.7K
24,691
+204%
清仓
J
JACOBS SOLUTIONS INC
-$415.6K
0
-100%
建仓
QRVO
QORVO INC
+$411.9K
5,688
增持
MAA
MID-AMER APT CMNTYS INC
+$408.8K
4,401
+107%
清仓
—
JANUS HENDERSON GROUP PLC
-$405.7K
0
-100%
建仓
—
AZEK CO INC
+$402.1K
8,224
增持
DGX
QUEST DIAGNOSTICS INC
+$398.5K
3,984
+118%
减持
MOAT
VANECK ETF TRUST
-$396.7K
19,941
-14%
建仓
—
PERRIGO CO PLC
+$385.9K
13,763
清仓
INCY
INCYTE CORP
-$376.6K
0
-100%
增持
GEV
GE VERNOVA INC
+$375.3K
6,086
+35%
