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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 18
增持 119
减持 11
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$102.0M
1,177,727
+8%
增持
AVGO
BROADCOM INC
+$43.8M
740,578
+2%
增持
AAPL
APPLE INC
+$39.7M
566,770
+11%
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。
减持
USFR
WISDOMTREE TR
-$36.2M
21,635,745
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.5M
2,627,866
+23%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$30.8M
705,373
+4241%
增持
NVDA
NVIDIA CORPORATION
+$28.2M
649,216
+10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$26.1M
888,239
+13%
增持
EXPD
EXPEDITORS INTL WASH INC
+$25.2M
554,324
+48%
减持
QUAL
ISHARES TR
-$22.5M
154,127
-46%
增持
GOOGL
ALPHABET INC
+$20.9M
264,914
+7%
增持
GOOG
ALPHABET INC
+$20.0M
280,413
+3%
增持
APH
AMPHENOL CORP NEW
+$19.2M
728,697
+1%
增持
IWF
ISHARES TR
+$18.4M
151,058
+22%
建仓
XLI
SELECT SECTOR SPDR TR
+$17.2M
111,514
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$16.1M
638,955
+35%
增持
MSFT
MICROSOFT CORP
+$15.5M
265,271
+8%
增持
IJH
ISHARES TR
+$13.5M
346,058
+137%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$13.4M
1,106,248
-17%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$12.9M
195,252
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.7M
1,626,147
+7%
增持
TSLA
TESLA INC
+$12.6M
78,502
+12%
增持
VTI
VANGUARD INDEX FDS
+$11.6M
151,802
+21%
增持
ISHG
ISHARES TR
+$11.1M
2,352,066
+7%
增持
IAU
ISHARES GOLD TR
+$10.3M
385,315
+36%
增持
IEFA
ISHARES TR
+$8.1M
232,007
+60%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$7.4M
290,421
-13%
清仓
WCLD
WISDOMTREE TR
-$6.4M
0
-100%
增持
HIMS
HIMS & HERS HEALTH INC
+$5.6M
590,596
+6%
增持
AMZN
AMAZON COM INC
+$5.5M
312,396
+9%
减持
XLV
SELECT SECTOR SPDR TR
-$5.5M
29,723
-59%
增持
META
META PLATFORMS INC
+$5.3M
59,084
+15%
增持
JPM
JPMORGAN CHASE & CO.
+$5.0M
120,040
+6%
增持
IWM
ISHARES TR
+$5.0M
147,818
+4%
减持
—
MONDAY COM LTD
-$4.7M
38,839
-0%
增持
OKTA
OKTA INC
+$4.6M
225,737
+40%
增持
BILL
BILL HOLDINGS INC
+$4.5M
305,698
+21%
减持
SPY
SPDR S&P 500 ETF TR
+$4.4M
93,751
-0%
增持
ORCL
ORACLE CORP
+$4.3M
45,224
+18%
增持
JNJ
JOHNSON & JOHNSON
+$4.2M
89,368
+10%
增持
VTV
VANGUARD INDEX FDS
+$4.1M
54,568
+59%
增持
AGG
ISHARES TR
+$4.1M
434,093
+9%
增持
IEMG
ISHARES INC
+$4.1M
120,521
+87%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$4.1M
299,392
-0%
建仓
—
BROADCOM INC
+$4.0M
50,900
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0M
28,132
+53%
增持
GLD
SPDR GOLD TR
+$3.8M
34,531
+24%
增持
SPG
SIMON PPTY GROUP INC NEW
+$3.7M
43,268
+58%
减持
CAT
CATERPILLAR INC
+$3.7M
42,171
-0%
增持
EFA
ISHARES TR
+$3.7M
392,119
+6%
增持
AR
ANTERO RESOURCES CORP
-$3.4M
592,238
+2%
增持
KCCA
KRANESHARES TRUST
+$3.4M
1,607,871
+4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.4M
2,376,345
+2%
增持
WDC
WESTERN DIGITAL CORP
+$3.4M
52,219
+16%
增持
ABBV
ABBVIE INC
+$3.3M
48,893
+14%
增持
STIP
ISHARES TR
+$3.2M
98,613
+44%
减持
ANET
ARISTA NETWORKS INC
+$3.1M
90,474
-9%
增持
DDOG
DATADOG INC
+$3.1M
128,973
+13%
增持
SOFI
SOFI TECHNOLOGIES INC
+$3.0M
290,868
+13%
增持
HD
HOME DEPOT INC
+$3.0M
36,896
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
75,419
+5%
增持
INTC
INTEL CORP
+$2.9M
120,585
+131%
增持
ARMK
ARAMARK
+$2.8M
83,175
+685%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.7M
20,456
+7%
增持
LRCX
LAM RESEARCH CORP
+$2.7M
48,521
+25%
增持
ARW
ARROW ELECTRS INC
+$2.7M
24,642
+983%
增持
APP
APPLOVIN CORP
+$2.7M
5,631
+45%
增持
MU
MICRON TECHNOLOGY INC
+$2.6M
42,659
+17%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.6M
36,422
+22%
增持
CVX
CHEVRON CORP NEW
+$2.6M
73,735
+19%
建仓
MOS
MOSAIC CO NEW
+$2.5M
73,441
增持
GE
GE AEROSPACE
+$2.5M
30,978
+17%
增持
DVA
DAVITA INC
+$2.5M
38,226
+114%
增持
SNPS
SYNOPSYS INC
+$2.5M
6,222
+494%
增持
MSA
MSA SAFETY INC
+$2.5M
16,631
+660%
增持
WMT
WALMART INC
+$2.4M
131,967
+16%
增持
CLX
CLOROX CO DEL
+$2.4M
25,801
+318%
增持
BAC
BANK AMERICA CORP
+$2.4M
244,274
+14%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$2.4M
48,497
+98%
增持
DOV
DOVER CORP
+$2.4M
16,641
+766%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.4M
44,029
+645%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$2.4M
28,096
增持
ADSK
AUTODESK INC
+$2.3M
13,762
+110%
增持
SWK
STANLEY BLACK & DECKER INC
+$2.3M
36,690
+527%
增持
EXPE
EXPEDIA GROUP INC
+$2.3M
15,912
+148%
建仓
NKE
NIKE INC
+$2.3M
33,121
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.3M
93,895
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.3M
30,290
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.3M
7,080
+209%
增持
PPLI
IAC INC
+$2.2M
104,747
+193%
增持
PANW
PALO ALTO NETWORKS INC
+$2.2M
24,205
+82%
增持
IVV
ISHARES TR
+$2.2M
24,645
+7%
增持
RTX
RTX CORPORATION
+$2.2M
66,252
+9%
增持
SJM
SMUCKER J M CO
+$2.2M
25,383
+312%
增持
SHW
SHERWIN WILLIAMS CO
+$2.1M
12,188
+102%
建仓
HPQ
HP INC
+$2.1M
78,396
增持
DLR
DIGITAL RLTY TR INC
+$2.1M
14,488
+582%
增持
PEP
PEPSICO INC
+$2.1M
45,092
+42%
增持
TPR
TAPESTRY INC
+$2.1M
32,511
+82%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$2.1M
23,545
增持
LII
LENNOX INTL INC
+$2.1M
6,646
+170%
增持
WY
WEYERHAEUSER CO MTN BE
+$2.1M
196,166
+82%
建仓
OC
OWENS CORNING NEW
+$2.1M
14,749
增持
CAG
CONAGRA BRANDS INC
+$2.1M
147,208
+386%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.1M
5,227
+132%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$2.0M
4,095
+491%
增持
PWR
QUANTA SVCS INC
+$2.0M
6,301
+319%
增持
GD
GENERAL DYNAMICS CORP
+$2.0M
14,538
+44%
增持
ROP
ROPER TECHNOLOGIES INC
+$2.0M
5,052
+470%
增持
QDEL
QUIDELORTHO CORP
+$2.0M
81,438
+502%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$2.0M
82,233
+613%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.0M
66,285
+76%
增持
TSN
TYSON FOODS INC
+$2.0M
56,184
+200%
增持
CSL
CARLISLE COS INC
+$2.0M
7,174
+647%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.0M
43,576
+22%
增持
ZS
ZSCALER INC
+$2.0M
8,499
+363%
建仓
H
HYATT HOTELS CORP
+$2.0M
13,810
增持
RHI
ROBERT HALF INC.
+$2.0M
75,380
+412%
建仓
—
AMDOCS LTD
+$1.9M
23,612
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$1.9M
25,489
增持
DELL
DELL TECHNOLOGIES INC
+$1.9M
17,590
+281%
增持
IR
INGERSOLL RAND INC
+$1.9M
34,038
+215%
增持
OLED
UNIVERSAL DISPLAY CORP
+$1.9M
17,005
+392%
增持
COR
CENCORA INC
+$1.9M
7,873
+323%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.9M
73,268
+51%
建仓
U
UNITY SOFTWARE INC
+$1.9M
47,127
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$1.9M
31,277
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$1.9M
19,171
+322%
增持
BND
VANGUARD BD INDEX FDS
+$1.9M
137,974
+21%
增持
PHM
PULTE GROUP INC
+$1.9M
25,099
+80%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
11,107
+27%
增持
HUBB
HUBBELL INC
+$1.8M
5,080
+498%
增持
C
CITIGROUP INC
+$1.8M
77,413
+9%
增持
BX
BLACKSTONE INC
+$1.8M
38,891
+21%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$1.8M
21,250
+621%
增持
ERIE
ERIE INDTY CO
+$1.8M
29,605
+35%
增持
PH
PARKER-HANNIFIN CORP
+$1.8M
5,398
+65%
增持
BKNG
BOOKING HOLDINGS INC
+$1.8M
2,098
+27%
增持
CRUS
CIRRUS LOGIC INC
+$1.8M
26,860
+77%
减持
IGV
ISHARES TR
-$1.8M
30,877
-36%
建仓
SPB
SPECTRUM BRANDS HLDGS INC NE
+$1.8M
33,647
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.8M
13,233
+154%
增持
—
EXXON MOBIL CORP
+$1.8M
123,596
+9%
建仓
TXT
TEXTRON INC
+$1.7M
20,525
增持
KRC
KILROY RLTY CORP
+$1.7M
84,658
+56%
增持
XEL
XCEL ENERGY INC
+$1.7M
44,645
+62%
增持
DASH
DOORDASH INC
+$1.7M
52,625
+3%
增持
—
NVENT ELECTRIC PLC
+$1.7M
20,291
+427%
增持
GLW
CORNING INC
+$1.7M
37,813
+43%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.7M
0
-100%
