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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 115
增持 21
减持 13
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
VOO
VANGUARD INDEX FDS
+$621.3M
1,090,394
减持
USFR
WISDOMTREE TR
-$252.6M
22,337,497
-18%
建仓
ISHG
ISHARES TR
+$168.1M
2,195,405
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。
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$122.0M
2,139,798
建仓
MSFT
MICROSOFT CORP
+$121.9M
245,164
建仓
AAPL
APPLE INC
+$104.6M
510,009
增持
AVGO
BROADCOM INC
+$84.1M
727,566
+5%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$75.4M
1,523,830
建仓
APH
AMPHENOL CORP NEW
+$71.1M
719,190
建仓
AMZN
AMAZON COM INC
+$63.1M
287,428
建仓
IWF
ISHARES TR
+$52.4M
123,353
增持
NVDA
NVIDIA CORPORATION
+$47.6M
588,418
+41%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$42.8M
374,314
建仓
AGG
ISHARES TR
+$39.4M
397,534
建仓
VTI
VANGUARD INDEX FDS
+$38.3M
125,692
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$35.0M
72,046
建仓
EFA
ISHARES TR
+$32.9M
368,381
建仓
IWM
ISHARES TR
+$30.8M
142,744
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$30.6M
1,334,517
-28%
建仓
HIMS
HIMS & HERS HEALTH INC
+$27.9M
559,749
建仓
VB
VANGUARD INDEX FDS
+$25.2M
105,921
建仓
KCCA
KRANESHARES TRUST
+$24.0M
1,546,793
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$19.7M
783,662
-16%
建仓
IAU
ISHARES GOLD TR
+$17.7M
283,983
建仓
CAT
CATERPILLAR INC
+$16.4M
42,329
建仓
SCHW
SCHWAB CHARLES CORP
+$16.4M
179,571
建仓
OKTA
OKTA INC
+$16.1M
161,166
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$15.9M
334,074
-5%
增持
META
META PLATFORMS INC
+$15.2M
51,573
+30%
建仓
EFV
ISHARES TR
+$15.1M
238,137
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$15.0M
116,710
建仓
LLY
ELI LILLY & CO
+$15.0M
19,222
建仓
IVV
ISHARES TR
+$14.3M
23,016
建仓
PM
PHILIP MORRIS INTL INC
+$12.5M
68,309
建仓
JNJ
JOHNSON & JOHNSON
+$12.4M
80,925
建仓
HD
HOME DEPOT INC
+$12.0M
32,656
增持
GOOGL
ALPHABET INC
+$11.8M
246,716
+20%
建仓
BILL
BILL HOLDINGS INC
+$11.7M
253,253
建仓
QQQ
INVESCO QQQ TR
+$11.5M
20,874
建仓
WMT
WALMART INC
+$11.2M
114,050
减持
CRWD
CROWDSTRIKE HLDGS INC
-$10.9M
29,952
-60%
增持
GOOG
ALPHABET INC
+$10.7M
272,508
+13%
建仓
IJR
ISHARES TR
+$10.3M
94,225
建仓
BAC
BANK AMERICA CORP
+$10.2M
214,879
建仓
ANET
ARISTA NETWORKS INC
+$10.1M
98,898
增持
SPY
SPDR S&P 500 ETF TR
+$10.0M
94,037
+9%
减持
QUAL
ISHARES TR
-$9.9M
287,257
-21%
建仓
LMT
LOCKHEED MARTIN CORP
+$9.7M
21,026
建仓
TNET
TRINET GROUP INC
+$9.2M
126,037
增持
TSLA
TESLA INC
+$9.1M
70,259
+38%
建仓
IJH
ISHARES TR
+$9.1M
145,961
减持
COIN
COINBASE GLOBAL INC
+$8.9M
50,958
-2%
建仓
RTX
RTX CORPORATION
+$8.9M
60,858
建仓
CVX
CHEVRON CORP NEW
+$8.9M
61,813
建仓
ITOT
ISHARES TR
+$8.6M
63,432
增持
JPM
JPMORGAN CHASE & CO.
+$8.5M
113,250
+14%
建仓
VV
VANGUARD INDEX FDS
+$8.4M
29,458
建仓
BND
VANGUARD BD INDEX FDS
+$8.4M
114,206
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$8.4M
473,162
-30%
建仓
WFC
WELLS FARGO CO NEW
+$8.0M
99,426
建仓
ABT
ABBOTT LABS
+$8.0M
58,482
建仓
AXP
AMERICAN EXPRESS CO
+$7.9M
24,672
建仓
PG
PROCTER AND GAMBLE CO
+$7.7M
48,147
建仓
ERIE
ERIE INDTY CO
+$7.6M
21,938
建仓
GE
GE AEROSPACE
+$6.8M
26,368
增持
NFLX
NETFLIX INC
+$6.7M
10,835
+29%
建仓
INTU
INTUIT
+$6.6M
8,342
减持
XLV
SELECT SECTOR SPDR TR
-$6.6M
71,678
-36%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.6M
9
建仓
DIS
DISNEY WALT CO
+$6.5M
52,018
建仓
EEM
ISHARES TR
+$6.4M
132,778
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$6.4M
31,014
建仓
VTV
VANGUARD INDEX FDS
+$6.1M
34,322
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$6.1M
20,655
建仓
C
CITIGROUP INC
+$6.0M
70,732
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.9M
67,477
+316%
建仓
PGR
PROGRESSIVE CORP
+$5.5M
20,734
建仓
IGV
ISHARES TR
+$5.3M
48,575
建仓
QCOM
QUALCOMM INC
+$5.3M
33,133
建仓
MDLZ
MONDELEZ INTL INC
+$5.3M
77,305
建仓
KR
KROGER CO
+$5.1M
71,281
建仓
AMD
ADVANCED MICRO DEVICES INC
+$5.1M
35,716
建仓
SCHB
SCHWAB STRATEGIC TR
+$5.1M
212,593
建仓
RBRK
RUBRIK INC.
+$5.0M
56,327
建仓
KO
COCA COLA CO
+$5.0M
70,607
建仓
IWV
ISHARES TR
+$5.0M
14,258
建仓
IWB
ISHARES TR
+$5.0M
14,630
清仓
AMZU
DIREXION SHS ETF TR
-$4.9M
0
-100%
建仓
IWY
ISHARES TR
+$4.8M
19,342
建仓
TJX
TJX COS INC NEW
+$4.7M
37,769
增持
DDOG
DATADOG INC
+$4.6M
113,947
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.6M
18,378
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.5M
5,971
-94%
建仓
MU
MICRON TECHNOLOGY INC
+$4.5M
36,457
建仓
ALL
ALLSTATE CORP
+$4.5M
22,181
建仓
GILD
GILEAD SCIENCES INC
+$4.4M
40,020
增持
UBER
UBER TECHNOLOGIES INC
+$4.4M
160,469
+11%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$4.4M
27,369
建仓
MAR
MARRIOTT INTL INC NEW
+$4.4M
16,043
建仓
MCD
MCDONALDS CORP
+$4.3M
14,597
建仓
DE
DEERE & CO
+$4.3M
8,348
建仓
PEP
PEPSICO INC
+$4.2M
31,829
建仓
AMGN
AMGEN INC
+$4.2M
15,015
建仓
PFE
PFIZER INC
+$4.1M
170,531
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$4.1M
299,786
-9%
增持
ORCL
ORACLE CORP
+$4.1M
38,352
+25%
建仓
SYK
STRYKER CORPORATION
+$4.0M
10,158
增持
DASH
DOORDASH INC
+$4.0M
51,045
+9%
建仓
ED
CONSOLIDATED EDISON INC
+$3.8M
37,947
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$3.8M
67,786
建仓
IGOV
ISHARES TR
+$3.8M
88,273
建仓
LRCX
LAM RESEARCH CORP
+$3.8M
38,963
建仓
BSX
BOSTON SCIENTIFIC CORP
+$3.7M
34,723
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$3.7M
12,024
建仓
CMF
ISHARES TR
+$3.7M
65,718
增持
—
AON PLC
-$3.6M
114,375
+3%
建仓
UPS
UNITED PARCEL SERVICE INC
+$3.6M
35,466
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$3.6M
8,750
建仓
UNP
UNION PAC CORP
+$3.5M
15,408
建仓
VUG
VANGUARD INDEX FDS
+$3.5M
7,866
建仓
SBUX
STARBUCKS CORP
+$3.4M
37,332
建仓
KLAC
KLA CORP
+$3.4M
3,814
增持
IEFA
ISHARES TR
+$3.4M
145,427
+26%
建仓
SCHX
SCHWAB STRATEGIC TR
+$3.4M
139,125
增持
V
VISA INC
+$3.4M
43,253
+27%
建仓
MS
MORGAN STANLEY
+$3.3M
23,567
增持
BKNG
BOOKING HOLDINGS INC
+$3.3M
1,647
+21%
建仓
AMAT
APPLIED MATLS INC
+$3.3M
17,920
建仓
CSX
CSX CORP
+$3.3M
99,932
建仓
SCZ
ISHARES TR
+$3.2M
43,500
建仓
MAS
MASCO CORP
+$3.2M
48,960
建仓
HON
HONEYWELL INTL INC
+$3.1M
13,520
增持
NOW
SERVICENOW INC
+$3.1M
5,197
+88%
增持
GEV
GE VERNOVA INC
+$3.1M
9,391
+54%
建仓
FISV
FISERV INC
+$3.1M
17,916
建仓
LOW
LOWES COS INC
+$3.1M
13,894
建仓
TXRH
TEXAS ROADHOUSE INC
+$3.0M
15,918
建仓
GD
GENERAL DYNAMICS CORP
+$2.9M
10,077
建仓
KWEB
KRANESHARES TRUST
+$2.9M
84,824
建仓
EMR
EMERSON ELEC CO
+$2.9M
21,748
建仓
CI
THE CIGNA GROUP
+$2.9M
8,762
建仓
WDC
WESTERN DIGITAL CORP
+$2.9M
45,170
建仓
—
CARNIVAL CORP
+$2.9M
102,559
增持
COST
COSTCO WHSL CORP NEW
+$2.9M
15,987
+17%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$2.8M
61,557
建仓
EW
EDWARDS LIFESCIENCES CORP
+$2.8M
36,097
建仓
BA
BOEING CO
+$2.8M
13,403
减持
WCLD
WISDOMTREE TR
-$2.8M
178,271
-37%
建仓
IWD
ISHARES TR
+$2.8M
14,396
建仓
NEM
NEWMONT CORP
+$2.8M
47,828
