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Summit Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Summit Financial, LLC

报告期 2026-03-31 · CIK 0001765536

持仓数

1,397

前50大市值合计

$3.62B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$555.6M

1,731,717

15.3%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$259.3M

3,452,220

7.2%

AAPL APPLE INC

COM

$167.5M

660,017

4.6%

IVV ISHARES TR

CORE S&P500 ETF

$167.2M

255,954

4.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$124.1M

284,069

3.4%

NVDA NVIDIA CORPORATION

COM

$120.3M

689,910

3.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$108.5M

552,948

3.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$97.0M

148,667

2.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$96.8M

161,978

2.7%

JBND J P MORGAN EXCHANGE TRADED F

ACTIVE BOND ETF

$89.4M

1,663,485

2.5%

MSFT MICROSOFT CORP

COM

$87.8M

237,139

2.4%

AMZN AMAZON COM INC

COM

$85.0M

407,933

2.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$81.9M

344,553

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$79.8M

166,488

2.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$71.0M

122,925

2.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$65.4M

2,496,913

1.8%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$64.4M

657,994

1.8%

JPM JPMORGAN CHASE & CO

COM

$57.7M

196,239

1.6%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$54.6M

965,471

1.5%

GOOG ALPHABET INC

CAP STK CL C

$53.3M

185,690

1.5%

IBDY ISHARES TR

IBONDS DEC 2033

$52.7M

2,038,645

1.5%

IEFA ISHARES TR

CORE MSCI EAFE

$51.3M

566,224

1.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$49.6M

774,716

1.4%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$48.3M

330,251

1.3%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$46.9M

215,831

1.3%

META META PLATFORMS INC

CL A

$46.2M

80,683

1.3%

IBDZ ISHARES TR

IBONDS DEC 2034

$45.7M

1,755,367

1.3%

AVGO BROADCOM INC

COM

$43.7M

141,104

1.2%

SHV ISHARES TR

TRUST ISHARE 0-1

$42.0M

380,800

1.2%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$40.2M

774,495

1.1%

IBDX ISHARES TR

IBONDS DEC 2032

$40.0M

1,584,574

1.1%

IBDW ISHARES TR

IBONDS DEC 2031

$39.8M

1,900,235

1.1%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$37.1M

807,393

1.0%

TSLA TESLA INC

COM

$37.0M

99,602

1.0%

IWM ISHARES TR

RUSSELL 2000 ETF

$36.8M

148,385

1.0%

VO VANGUARD INDEX FDS

MID CAP ETF

$36.7M

127,839

1.0%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$35.9M

195,010

1.0%

IBDV ISHARES TR

IBONDS DEC 2030

$35.2M

1,609,633

1.0%

EFAV ISHARES TR

MSCI EAFE MIN VL

$34.2M

374,321

0.9%

IUSB ISHARES TR

CORE UNIVRSL USD

$33.0M

714,406

0.9%

AGG ISHARES TR

CORE US AGGBD ET

$31.9M

321,111

0.9%

WPM WHEATON PRECIOUS METALS CORP

COM

$31.7M

241,389

0.9%

GS GOLDMAN SACHS GROUP INC

COM

$31.4M

37,172

0.9%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$31.0M

80,906

0.9%

TLT ISHARES TR

20 YR TR BD ETF

$30.8M

355,054

0.8%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$30.3M

366,291

0.8%

WMT WALMART INC

COM

$30.2M

242,768

0.8%

— EXXON MOBIL CORP

COM

$29.8M

175,877

0.8%

IJH ISHARES TR

CORE S&P MCP ETF

$29.5M

436,907

0.8%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$29.3M

152,920

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

38%前 6 大占比

VTI15.3%VEU7.2%AAPL4.6%IVV4.6%VUG3.4%NVDA3.3%