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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 2
增持 29
减持 103
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$655.1M
8,595,674
-60%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$125.0M
252,724
-89%
减持
VOO
VANGUARD INDEX FDS
-$113.2M
972,830
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。
-17%
减持
ISHG
ISHARES TR
-$98.8M
1,068,524
-55%
减持
EXPD
EXPEDITORS INTL WASH INC
-$66.5M
10,094
-98%
减持
IWF
ISHARES TR
-$55.7M
31,862
-79%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$40.3M
669,322
-25%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$30.6M
2,031,147
-23%
减持
VTI
VANGUARD INDEX FDS
-$29.3M
61,638
-59%
减持
QUAL
ISHARES TR
-$24.9M
25,754
-83%
增持
ERIE
ERIE INDTY CO
+$20.3M
103,690
+250%
减持
AR
ANTERO RESOURCES CORP
-$19.5M
11,818
-98%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$18.1M
276,478
减持
MSFT
MICROSOFT CORP
-$18.0M
246,887
-7%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$15.8M
843,892
-24%
减持
SPY
SPDR S&P 500 ETF TR
-$15.7M
68,609
-27%
减持
GOOG
ALPHABET INC
+$15.5M
267,185
-5%
减持
BILL
BILL HOLDINGS INC
-$15.5M
12,670
-96%
减持
GOOGL
ALPHABET INC
+$14.6M
252,336
-5%
增持
IWM
ISHARES TR
+$14.5M
204,295
+38%
减持
HIMS
HIMS & HERS HEALTH INC
-$14.3M
590,445
-0%
增持
AAPL
APPLE INC
+$14.1M
582,620
+3%
减持
IJH
ISHARES TR
-$13.4M
139,341
-60%
减持
EPI
WISDOMTREE TR
-$12.6M
8,181
-97%
增持
META
META PLATFORMS INC
+$12.1M
84,089
+42%
减持
NVDA
NVIDIA CORPORATION
-$11.6M
587,377
-10%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$11.5M
438,733
-38%
减持
—
AON PLC
-$9.7M
86,028
-23%
增持
SCHB
SCHWAB STRATEGIC TR
+$9.3M
561,342
+167%
减持
AVGO
BROADCOM INC
+$7.4M
727,267
-2%
减持
COIN
COINBASE GLOBAL INC
-$6.8M
45,670
-10%
减持
KCCA
KRANESHARES TRUST
-$6.6M
1,238,566
-23%
减持
EFA
ISHARES TR
-$6.1M
317,326
-19%
增持
SPTL
SPDR SERIES TRUST
+$6.1M
255,224
+916%
减持
LLY
ELI LILLY & CO
+$5.7M
20,560
-4%
增持
NFLX
NETFLIX INC
-$5.6M
97,716
+695%
减持
—
MONDAY COM LTD
-$5.2M
15,878
-59%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$5.1M
149,078
+29%
清仓
JD
JD.COM INC
-$5.0M
0
-100%
减持
ORCL
ORACLE CORP
-$4.9M
39,871
-12%
减持
DDOG
DATADOG INC
-$4.8M
99,903
-23%
减持
IAU
ISHARES GOLD TR
-$4.6M
288,631
-25%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$4.6M
538,212
-16%
清仓
DGRW
WISDOMTREE TR
-$4.6M
0
-100%
减持
HD
HOME DEPOT INC
-$4.5M
30,364
-18%
减持
VV
VANGUARD INDEX FDS
-$4.5M
14,617
-50%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.4M
1,557,128
-4%
清仓
—
BROADCOM INC
-$4.0M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$4.0M
39,005
-9%
减持
PTON
PELOTON INTERACTIVE INC
-$3.9M
109,296
-79%
减持
UBER
UBER TECHNOLOGIES INC
-$3.6M
149,786
-8%
减持
CAT
CATERPILLAR INC
+$3.6M
41,407
-2%
清仓
KWEB
KRANESHARES TRUST
-$3.6M
0
-100%
减持
AMZN
AMAZON COM INC
-$3.4M
282,604
-10%
减持
—
LINDE PLC
-$3.2M
10,374
-35%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$3.2M
22,557
-66%
减持
DASH
DOORDASH INC
-$3.1M
49,489
-6%
减持
ANET
ARISTA NETWORKS INC
-$3.1M
77,034
-15%
增持
CL
COLGATE PALMOLIVE CO
+$3.1M
55,086
+238%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.0M
129,571
+502%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.9M
281,930
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.8M
32,094
-12%
增持
FITB
FIFTH THIRD BANCORP
+$2.8M
88,424
+192%
减持
IVV
ISHARES TR
-$2.8M
19,994
-19%
减持
TSLA
TESLA INC
-$2.8M
71,495
-9%
减持
BKNG
BOOKING HOLDINGS INC
-$2.7M
1,615
-23%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$2.7M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$2.6M
15,745
-10%
减持
XLI
SELECT SECTOR SPDR TR
-$2.6M
94,387
-15%
清仓
—
JFROG LTD
-$2.6M
0
-100%
清仓
—
KELLANOVA
-$2.5M
0
-100%
减持
T
AT&T INC
-$2.5M
244,929
-19%
减持
S
SENTINELONE INC
-$2.4M
31,993
-80%
减持
V
VISA INC
-$2.3M
38,724
-17%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.3M
22,399
-20%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.3M
0
-100%
减持
TDC
TERADATA CORP DEL
-$2.2M
29,261
-80%
减持
KRBN
KRANESHARES TRUST
-$2.2M
17,138
-80%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$2.1M
0
-100%
减持
FLS
FLOWSERVE CORP
-$2.0M
12,496
-77%
增持
NOW
SERVICENOW INC
-$2.0M
26,040
+299%
增持
SNDK
SANDISK CORP
+$1.9M
13,407
+20%
增持
OKTA
OKTA INC
+$1.9M
261,264
+16%
增持
CRM
SALESFORCE INC
+$1.9M
50,992
+4%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$1.9M
0
-100%
增持
CLH
CLEAN HARBORS INC
+$1.8M
11,102
+218%
清仓
GXC
SPDR INDEX SHS FDS
-$1.8M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$1.8M
32,612
+241%
减持
JPM
JPMORGAN CHASE & CO.
-$1.8M
112,070
-7%
减持
MOH
MOLINA HEALTHCARE INC
-$1.8M
4,079
-68%
减持
PPLI
IAC INC
-$1.8M
46,473
-56%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
116,959
-21%
减持
MA
MASTERCARD INCORPORATED
-$1.7M
24,406
-11%
增持
OSK
OSHKOSH CORP
+$1.6M
20,112
+194%
清仓
YEXT
YEXT INC
-$1.6M
0
-100%
建仓
Q
QNITY ELECTRONICS INC
+$1.6M
19,817
减持
KMB
KIMBERLY-CLARK CORP
-$1.6M
11,036
-49%
减持
SHW
SHERWIN WILLIAMS CO
-$1.6M
8,077
-34%
减持
EEM
ISHARES TR
-$1.6M
95,404
-25%
减持
—
EATON CORP PLC
-$1.6M
14,224
-13%
减持
HIW
HIGHWOODS PPTYS INC
-$1.6M
14,743
-76%
减持
VB
VANGUARD INDEX FDS
-$1.6M
85,594
-8%
减持
NCNO
NCINO INC
-$1.5M
77,811
-40%
增持
MRCY
MERCURY SYS INC
+$1.5M
38,005
+135%
减持
ETSY
ETSY INC
-$1.5M
38,459
-30%
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
5,836
-56%
减持
FFIV
F5 INC
-$1.5M
3,286
-55%
清仓
TENB
TENABLE HLDGS INC
-$1.5M
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC
-$1.5M
0
-100%
减持
NTNX
NUTANIX INC
-$1.5M
17,543
-46%
增持
—
JAZZ PHARMACEUTICALS PLC
+$1.5M
25,815
+17%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$1.5M
29,841
-32%
增持
EXPE
EXPEDIA GROUP INC
+$1.5M
17,259
+8%
增持
INGR
INGREDION INC
+$1.5M
22,145
+178%
增持
TGT
TARGET CORP
+$1.4M
27,288
+94%
增持
—
DUPONT DE NEMOURS INC
-$1.4M
45,008
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
22,865
-23%
增持
SNAP
SNAP INC
+$1.4M
322,101
+108%
减持
DIS
DISNEY WALT CO
-$1.4M
48,075
-20%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.4M
39,306
-10%
减持
MAS
MASCO CORP
-$1.4M
49,408
-23%
减持
TTC
TORO CO
-$1.3M
18,594
-49%
增持
CASY
CASEYS GEN STORES INC
+$1.3M
4,156
+141%
减持
BX
BLACKSTONE INC
-$1.3M
34,529
-11%
增持
FLO
FLOWERS FOODS INC
+$1.3M
173,299
+289%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.3M
6,299
-34%
增持
DAL
DELTA AIR LINES INC DEL
+$1.3M
48,693
+33%
减持
CAG
CONAGRA BRANDS INC
-$1.3M
81,579
-45%
减持
NNN
NNN REIT INC
-$1.3M
29,115
-49%
清仓
—
PREMIER INC
-$1.3M
0
-100%
减持
ACHC
ACADIA HEALTHCARE COMPANY IN
-$1.3M
79,268
-18%
减持
WDC
WESTERN DIGITAL CORP
+$1.3M
43,701
-16%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$1.3M
177,475
-9%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.2M
17,133
-16%
减持
BRKR
BRUKER CORP
-$1.2M
26,540
-65%
减持
CACI
CACI INTL INC
-$1.2M
1,530
-63%
减持
MDLZ
MONDELEZ INTL INC
-$1.2M
61,593
-15%
减持
OC
OWENS CORNING NEW
-$1.2M
7,820
-47%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.2M
4,953
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.2M
73,033
-3%
减持
QQQ
INVESCO QQQ TR
-$1.2M
18,980
-11%
减持
BLK
BLACKROCK INC
-$1.2M
4,120
-14%
减持
APH
AMPHENOL CORP NEW
-$1.2M
658,137
-10%
减持
APO
APOLLO GLOBAL MGMT INC
+$1.2M
168,381
-3%
减持
TSN
TYSON FOODS INC
-$1.2M
32,156
-43%
增持
DOCS
DOXIMITY INC
-$1.2M
54,652
+12%
减持
OZK
BANK OZK LITTLE ROCK ARK
-$1.1M
34,148
-36%
清仓
KRYS
KRYSTAL BIOTECH INC
-$1.1M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
20,589
-15%
减持
MO
ALTRIA GROUP INC
-$1.1M
96,039
-5%
