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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 104
减持 30
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$144.7M
1,602,150
+6175%
增持
—
DLOCAL LTD
+$86.3M
7,679,326
+716%
增持
USFR
WISDOMTREE TR
+$67.2M
9,927,563
+15%
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。
增持
EXPD
EXPEDITORS INTL WASH INC
+$57.7M
485,717
+4712%
增持
GOOGL
ALPHABET INC
+$54.7M
465,004
+84%
增持
NVDA
NVIDIA CORPORATION
+$36.1M
835,005
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$35.9M
2,539,753
+25%
增持
GOOG
ALPHABET INC
+$31.1M
400,862
+50%
建仓
SGU
STAR GROUP LP
+$24.8M
2,022,000
增持
AAPL
APPLE INC
+$22.7M
713,487
+22%
增持
VOO
VANGUARD INDEX FDS
+$20.0M
1,054,464
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.5M
1,873,246
+20%
增持
AVGO
BROADCOM INC
-$16.8M
758,861
+4%
增持
AMZN
AMAZON COM INC
+$12.2M
371,719
+32%
增持
IWM
ISHARES TR
+$12.1M
251,769
+23%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$12.1M
113,354
-59%
增持
MSFT
MICROSOFT CORP
-$11.7M
290,945
+18%
增持
META
META PLATFORMS INC
+$11.5M
117,190
+39%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$11.5M
89,838
+31%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$10.7M
723,923
+8%
增持
—
EXXON MOBIL CORP
+$10.0M
144,765
+19%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$9.6M
89,436
-65%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$9.6M
332,632
+14%
增持
IWR
ISHARES TR
+$9.5M
106,888
+1056%
增持
IVV
ISHARES TR
+$9.0M
34,677
+73%
增持
IWP
ISHARES TR
+$8.9M
72,672
+2459%
增持
AGG
ISHARES TR
+$8.9M
533,881
+21%
增持
VO
VANGUARD INDEX FDS
+$8.7M
32,273
+1693%
增持
ANET
ARISTA NETWORKS INC
+$8.5M
151,588
+97%
增持
JNJ
JOHNSON & JOHNSON
+$8.1M
102,792
+25%
增持
KRMN
KARMAN HLDGS INC
+$7.8M
104,928
+1104%
减持
GLD
SPDR GOLD TR
-$7.7M
12,506
-62%
增持
VTI
VANGUARD INDEX FDS
+$7.6M
88,242
+43%
减持
HIMS
HIMS & HERS HEALTH INC
-$7.1M
581,157
-2%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$6.8M
15,652
-78%
增持
CVX
CHEVRON CORPORATION
+$6.6M
84,456
+19%
减持
ERIE
ERIE INDTY CO
-$6.5M
92,363
-11%
减持
ISHG
ISHARES TR
-$6.3M
999,382
-6%
增持
IAU
ISHARES GOLD TR
+$6.2M
336,119
+16%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$6.1M
195,901
+31%
增持
COST
COSTCO WHOLESALE CORPORATION
+$6.0M
19,686
+25%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$5.8M
568,887
+30%
减持
CAT
CATERPILLAR INC
+$5.5M
41,247
-0%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$5.4M
247,693
+40%
减持
OKTA
OKTA INC
-$5.3M
219,388
-16%
增持
WMT
WALMART INC
+$5.3M
156,083
+23%
建仓
FERG
FERGUSON ENTERPRISES INC
+$5.3M
22,530
增持
APO
APOLLO GLOBAL MGMT INC
-$5.2M
171,740
+2%
减持
IJH
ISHARES TR
-$5.2M
59,212
-58%
增持
WDC
WESTERN DIGITAL CORP
+$5.2M
47,018
+8%
增持
TSLA
TESLA INC
+$5.1M
100,324
+40%
增持
JPM
JPMORGAN CHASE & CO
+$5.1M
140,214
+25%
减持
SNDK
SANDISK CORP
+$5.0M
12,954
-3%
减持
IEFA
ISHARES TR
-$4.9M
165,030
-26%
减持
CRM
SALESFORCE INC
-$4.4M
48,826
-4%
增持
MU
MICRON TECHNOLOGY INC
+$4.3M
45,594
+17%
减持
DASH
DOORDASH INC
-$4.0M
47,750
-4%
增持
LLY
ELI LILLY & CO
+$4.0M
28,383
+38%
增持
—
ASML HLDG NV
+$4.0M
4,578
+137%
增持
LRCX
LAM RESEARCH CORP
+$3.9M
52,592
+24%
建仓
—
ASTRAZENECA PLC
+$3.9M
20,119
减持
XLI
SELECT SECTOR SPDR TR
-$3.8M
67,002
-29%
增持
CF
CF INDUSTRIES HOLD
+$3.7M
40,499
+107%
清仓
SCHX
SCHWAB STRATEGIC TR
-$3.7M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$3.7M
24,510
+34%
增持
CPRT
COPART INC
+$3.6M
158,783
+278%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.4M
83,784
+15%
减持
SCHB
SCHWAB STRATEGIC TR
-$3.4M
452,615
-19%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$3.4M
530,879
-1%
增持
GEV
GE VERNOVA INC
+$3.4M
10,366
+19%
增持
ADI
ANALOG DEVICES INC
+$3.3M
20,848
+70%
增持
RTX
RTX CORPORATION
+$3.2M
77,743
+21%
增持
NEE
NEXTERA ENERGY INC
+$3.2M
74,358
+61%
增持
LMT
LOCKHEED MARTIN CORP
+$3.2M
21,234
+6%
建仓
SIFY
SIFY TECHNOLOGIES LTD
+$3.1M
244,426
增持
FITB
FIFTH THIRD BANCORP
+$3.1M
156,509
+77%
清仓
SPDW
SPDR INDEX SHS FDS
-$3.1M
0
-100%
增持
COP
CONOCOPHILLIPS
+$3.0M
52,707
+26%
建仓
—
BROADCOM INC
+$3.0M
300
增持
IWB
ISHARES TR
+$3.0M
22,592
+66%
增持
ABBV
ABBVIE INC
+$3.0M
64,582
+33%
增持
TJX
TJX COS INC NEW
+$3.0M
53,088
+48%
减持
TNET
TRINET GROUP INC
-$2.8M
113,862
-4%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.8M
24,102
-81%
增持
—
LINDE PLC
+$2.8M
14,545
+40%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.8M
17,368
+57%
清仓
PSTL
POSTAL REALTY TRUST INC
-$2.7M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.7M
361,041
+28%
增持
MGV
VANGUARD WORLD FD
+$2.7M
27,180
+208%
增持
RJF
RAYMOND JAMES FINL INC
+$2.7M
26,943
+257%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.7M
804,441
-5%
增持
TER
TERADYNE INC
+$2.7M
19,170
+22%
增持
T
AT&T INC
+$2.6M
301,242
+23%
增持
NVS
NOVARTIS AG
+$2.6M
20,845
+436%
增持
NFLX
NETFLIX INC.
+$2.6M
122,717
+26%
增持
CSCO
CISCO SYS INC
+$2.6M
158,661
+26%
增持
TMUS
T-MOBILE US INC
+$2.6M
22,936
+106%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.5M
145,515
+24%
增持
KLAC
KLA CORP
+$2.5M
4,928
+25%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.4M
11,897
+68%
增持
KO
COCA COLA CO
+$2.4M
105,579
+32%
增持
HSBC
HSBC HLDGS PLC
+$2.4M
33,754
+552%
增持
MRK
MERCK & CO INC
+$2.4M
83,143
+15%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.3M
20,542
+20%
减持
IEMG
ISHARES INC
-$2.3M
80,202
-32%
增持
LNG
CHENIERE ENERGY INC
+$2.2M
11,335
+127%
增持
GLW
CORNING INC
+$2.2M
40,347
+9%
增持
MPC
MARATHON PETE CORP
+$2.2M
24,560
+5%
增持
SHEL
SHELL PLC
+$2.2M
32,659
+179%
建仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$2.2M
191,652
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$2.1M
357,491
增持
TXG
10X GENOMICS INC
+$2.1M
269,768
+22%
减持
SPG
SIMON PPTY GROUP INC NEW
-$2.1M
30,279
-28%
增持
HON
HONEYWELL INTL INC
+$2.1M
23,814
+42%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
51,612
+31%
增持
V
VISA INC
+$2.1M
51,806
+34%
减持
VTV
VANGUARD INDEX FDS
-$2.1M
39,738
-23%
增持
MCD
MCDONALDS CORP
+$2.1M
24,812
+34%
减持
VV
VANGUARD INDEX FDS
-$2.1M
8,487
-42%
增持
—
CHUBB LTD SWITZ
+$2.1M
15,658
+61%
增持
ORCL
ORACLE CORP
+$2.0M
66,573
+67%
减持
IGV
ISHARES TR
-$2.0M
12,109
-57%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$2.0M
11,796
+74%
增持
TRGP
TARGA RES CORP
+$1.9M
12,855
+86%
减持
—
MONDAY COM LTD
-$1.9M
5,815
-63%
减持
RBRK
RUBRIK INC.
-$1.9M
65,630
-2%
增持
C
CITIGROUP INC
+$1.9M
89,512
+27%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$1.9M
22,184
增持
PSX
PHILLIPS 66
+$1.9M
25,364
+20%
减持
KRC
KILROY REALTY CORP
-$1.9M
40,243
-49%
增持
INTC
INTEL CORP
+$1.9M
144,699
+18%
建仓
BHP
BHP BILLITON LIMITED
+$1.8M
25,425
清仓
CMA
COMERICA INC
-$1.8M
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$1.8M
6,695
+40%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.8M
17,756
+93%
减持
—
GENPACT LIMITED
-$1.8M
37,530
-45%
增持
HD
HOME DEPOT INC
+$1.7M
37,061
+22%
增持
FIVE
FIVE BELOW INC
+$1.7M
22,232
+25%
增持
RNG
RINGCENTRAL INC
+$1.7M
84,226
+73%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.7M
6
-25%
清仓
—
DAYFORCE INC
-$1.7M
0
-100%
增持
MAS
MASCO CORP
+$1.7M
80,286
+62%
增持
LITE
LUMENTUM HLDGS INC
+$1.7M
4,741
+8%
增持
GILD
GILEAD SCIENCES INC
+$1.7M
43,831
+22%
增持
WM
WASTE MGMT INC DEL
+$1.7M
19,060
+56%
建仓
SIZE
ISHARES TR
+$1.7M
10,570
建仓
TM
TOYOTA MOTOR CORP
+$1.7M
8,134
增持
PB
PROSPERITY BANCSHARES INC
+$1.7M
37,763
+202%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.7M
47,152
+60%
增持
COIN
COINBASE GLOBAL INC
-$1.7M
49,609
+9%
