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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
$3.62B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 53
增持 91
减持 1
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZONCOMINCCOM
+$15.0M
5,606
+460%
增持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$10.7M
102,279
+36%
增持
MUB
ISHARESTRNATIONAL MUN ETF
+$10.4M
118,606
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。
+307%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$7.2M
76,252
+28%
增持
AAPL
APPLEINCCOM
+$6.0M
85,442
+93%
增持
MSFT
MICROSOFT CORPCOM
+$5.5M
34,038
+124%
增持
PRF
INVESCOEXCHANGETRADEDFDTFTSERAFI1000
+$5.1M
142,213
+31%
增持
VEA
VANGUARDTAX-MANAGED INTLFDFTSE DEV MKT ETF
+$3.5M
364,770
+26%
建仓
PENN
PENN NATIONAL GAMING, INC.
+$3.1M
42,806
增持
FNDF
SCHWABSTRATEGICTRSCHWB FDT INTLG
+$2.9M
451,135
+26%
增持
VEU
VANGUARDINTL EQUITYINDEXFALLWRLD EX US
-$2.7M
2,747,327
+2%
增持
CRM
SALESFORCE COM INCCOM
+$2.5M
10,836
+566%
增持
CMG
CHIPOTLEMEXICANGRILLINCCOM
+$2.5M
9,196
+0%
增持
VTI
VANGUARDINDEXFDSTOTAL STK MKT
+$2.4M
1,752,870
+1%
增持
VUG
VANGUARDINDEXFDSGROWTH ETF
+$2.4M
189,823
+3%
增持
INTF
ISHARESTRMSCI INTL MULTFT
+$2.1M
451,285
+24%
增持
BRK/B
BERKSHIREHATHAWAYINCDELCLBNEW
+$2.1M
10,649
+253%
增持
META
FACEBOOKINCCLA
+$2.1M
11,412
+119%
增持
TSLA
TESLA INCCOM
+$1.8M
6,001
+43%
建仓
IJS
ISHARES:S&P SC 600 VAL
+$1.7M
17,027
建仓
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
+$1.5M
74,976
增持
GOOG
ALPHABETINCCAPSTKCLC
+$1.5M
999
+113%
增持
VB
VANGUARDINDEXFDSSMALL CP ETF
+$1.4M
17,691
+63%
增持
T
AT&TINCCOM
+$1.4M
68,702
+345%
建仓
BAC
BANK OF AMERICA CORPORATION
+$1.4M
32,498
增持
JPM
JPMORGAN CHASE & COCOM
+$1.3M
19,777
+59%
增持
UBER
UBERTECHNOLOGIESINCCOM
+$1.3M
36,970
+417%
建仓
ABT
ABBOTTLABSCOM
+$1.3M
10,863
增持
ZTS
ZOETIS INCCL A
+$1.3M
8,216
+352%
增持
VO
VANGUARDINDEXFDSMID CAP ETF
+$1.2M
21,639
+30%
增持
MA
MASTERCARD INCORPORATEDCL A
+$1.1M
4,624
+247%
增持
ACWV
ISHARESINCMSCIGBLMINVOL
+$1.0M
55,787
+23%
建仓
—
EVERI HOLDINGS INC.
+$1.0M
42,587
增持
HYG
ISHARESTRIBOXX HI YD ETF
+$991.8K
20,716
+122%
建仓
ADP
AUTOMATIC DATA PROCESSING, INC.
+$979.1K
4,875
增持
—
EXXONMOBILCORPCOM
+$979.1K
21,404
+382%
增持
IVV
ISHARESTRCORE S&P500 ETF
+$953.6K
30,548
+8%
建仓
VRSK
VERISK ANALYTICS, INC.
+$925.2K
4,620
增持
HD
HOMEDEPOTINCCOM
+$863.1K
5,052
+103%
增持
VZ
VERIZON COMMUNICATIONSINCCOM
+$839.3K
23,198
+214%
清仓
—
ABBOTTLABSCOM
-$830.8K
0
-100%
增持
BA
BOEINGCOCOM
+$807.0K
7,708
+108%
增持
COST
COSTCOWHSLCORPNEWCOM
+$787.4K
2,964
+115%
增持
UNH
UNITEDHEALTH GROUPINCCOM
+$785.8K
4,321
+92%
增持
AGG
ISHARESTRCORE US AGGBD ET
+$773.2K
16,094
+73%
增持
IEMG
ISHARES INC CORE MSCI EMKT
+$770.6K
70,535
+32%
增持
YUM
YUM BRANDS INCCOM
+$764.6K
104,755
+0%
建仓
CHD
CHURCH & DWIGHT CO., INC.
+$761.0K
9,217
增持
TXN
TEXAS INSTRS INCCOM
+$760.0K
6,298
+169%
增持
—
ACCENTUREPLCIRELANDSHSCLASSA
+$757.5K
5,367
+65%
增持
—
MEDTRONICPLCSHS
+$747.3K
10,698
+122%
增持
GLD
SPDR GOLD TRGOLD SHS
+$717.2K
6,667
+192%
增持
ADBE
ADOBESYSTEMSINCORPORATEDCOM
+$700.2K
2,801
+80%
建仓
QQQ
INVESCO QQQ TRUST 1
+$692.5K
1,933
增持
JNJ
JOHNSON & JOHNSONCOM
+$678.9K
8,707
+97%
增持
VOE
VANGUARDINDEXFDSMCAPVLIDXVIP
+$673.7K
187,323
+3%
减持
IXUS
ISHARESTRCOREMSCI TOTAL
-$673.3K
44,415
-15%
建仓
VV
VANGUARD LG-CP I;ETF
+$654.0K
3,255
建仓
—
CREE INC COM
+$648.5K
8,033
增持
CSCO
CISCOSYSINCCOM
+$639.8K
27,045
+72%
清仓
—
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
-$636.7K
0
-100%
增持
V
VISA INCCOM CL A
+$634.5K
7,193
+74%
增持
NVDA
NVIDIA CORPORATION COM
+$625.9K
6,853
+591%
建仓
FEX
FIRST TR LRGE CP CORE ALPHA COM SHS
+$614.4K
7,203
增持
SCHV
SCHWABSTRATEGICTRUS LCAP VA ETF
+$606.9K
65,811
+17%
增持
PG
PROCTER AND GAMBLE COCOM
+$594.7K
8,965
+84%
建仓
JBLU
JETBLUE AIRWAYS CORPORATION
+$577.2K
37,751
建仓
DUK
DUKE ENERGY CORPORATION
+$571.1K
5,852
建仓
SLYG
SPDR S&P 600 SM CAP GRO
+$550.3K
6,316
增持
KO
COCACOLACOCOMCALL
+$546.7K
18,557
+133%
增持
UNP
UNION PAC CORPCOM
+$542.0K
6,248
+101%
增持
SCHG
SCHWABSTRATEGICTRUS LCAP GR ETF
+$541.4K
27,302
+14%
建仓
XLE
SEL SECTOR:ENERGY SPDR
+$540.3K
10,373
增持
IVE
ISHARESTRS&P 500 VAL ETF
+$529.0K
5,095
+255%
建仓
VOT
VANGUARD MC G I;ETF
+$523.9K
2,217
增持
MCD
MCDONALDS CORPCOM
+$516.0K
4,100
+100%
增持
NFLX
NETFLIX INCCOM
+$512.7K
1,773
+64%
清仓
VXUS
VANGUARDSTAR FDSVG TL INTL STK F
-$491.9K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INCCOM
+$489.5K
3,076
+112%
增持
—
BLACKROCKINCCOM
+$474.8K
901
+181%
增持
IJH
ISHARESTRCORE S&P MCP ETF
+$453.0K
12,292
+19%
增持
AMP
AMERIPRISEFINLINCCOM
+$442.6K
2,746
+142%
建仓
GBTC
GRAYSCALE BITCOIN TRUST (BTC)
+$430.7K
12,724
增持
IJR
ISHARESTRCORE S&P SCP ETF
+$430.6K
22,090
+26%
增持
CVX
CHEVRONCORPNEWCOM
+$418.7K
7,180
+143%
增持
IWF
ISHARESTRRUS 1000 GRW ETF
+$416.5K
4,478
+50%
建仓
AMD
ADVANCED MICRO DEVICES, INC.
+$415.5K
4,038
增持
ORLY
OREILLY AUTOMOTIVE INCCOM
+$415.1K
1,125
+134%
建仓
SQ
SQUARE, INC.
+$414.0K
1,726
增持
—
CHUBBLIMITEDCOM
+$410.9K
4,181
+110%
增持
LOW
LOWES COS INCCOM
+$410.6K
3,783
+106%
建仓
ISRG
INTUITIVE SURGICAL, INC.
+$408.6K
411
建仓
XLC
SEL SECTOR:COMM SVC SPDR
+$406.8K
5,078
增持
TMO
THERMO FISHER SCIENTIFICINCCOM
+$397.4K
1,270
+95%
建仓
MMM
3M COMPANY
+$391.7K
2,233
增持
TIP
ISHARESTRTIPS BD ETF
+$388.4K
6,368
+92%
建仓
XLV
SEL SECTOR:H CARE SPDR
+$382.8K
3,007
增持
EL
LAUDER ESTEE COS INCCL A
+$376.7K
1,974
+192%
建仓
MO
ALTRIA GROUP, INC.
+$375.5K
8,089
建仓
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
+$372.2K
4,585
增持
DHR
DANAHERCORPORATIONCOM
+$371.9K
2,178
+101%
增持
MDY
SPDRS&PMIDCAP400ETFTRUTSER1 S&PDCRP
+$369.0K
1,579
+98%
增持
INTC
INTELCORPCOM
+$361.3K
15,048
+92%
建仓
ADI
ANALOG DEVICES, INC.
+$358.9K
2,143
增持
PM
PHILIP MORRISINTLINCCOM
+$351.8K
7,432
+106%
增持
HON
HONEYWELLINTLINCCOM
+$343.9K
4,267
+67%
增持
DEO
DIAGEOPLCSPONADRNEW
+$343.5K
3,252
+113%
清仓
—
FIRSTTREXCHANGE-TRADEDFDDJINTERNTIDX
-$339.6K
0
-100%
增持
SHW
SHERWIN WILLIAMS COCOM
+$338.5K
2,000
+147%
建仓
MS
MORGAN STANLEY
+$334.3K
3,435
增持
ICE
INTERCONTINENTALEXCHANGEINCOM
+$332.8K
4,976
+148%
建仓
BSX
BOSTON SCIENTIFIC CORPORATION
+$332.6K
7,665
增持
AMT
AMERICANTOWERCORPNEWCOM
+$331.1K
2,141
+142%
增持
MRSH
MARSH & MCLENNAN COS INCCOM
+$330.3K
3,941
+108%
增持
HYLB
DBXETFTRXTRACKUSDHIGH
+$329.4K
13,682
+152%
建仓
—
ASML HOLDING NV
+$328.8K
441
建仓
FDN
FIRSTTREXCHANGE-TRADEDFDDJINTERNTIDX
+$327.2K
1,387
建仓
SLYV
SPDR S&P 600 SM CAP VAL
+$324.6K
3,961
建仓
SPGI
S&P GLOBAL INC.
+$318.7K
750
建仓
NOW
SERVICENOW, INC.
+$317.4K
510
增持
UPS
UNITEDPARCEL SERVICE INCCL B
+$314.0K
4,687
+81%
增持
—
LINDEPLCSHS
+$313.2K
4,246
+32%
建仓
BX
BLACKSTONE INC
+$313.1K
2,691
增持
TJX
TJX COS INC NEWCOM
+$308.7K
8,722
+120%
增持
HXL
HEXCELCORPNEWCOM
+$292.7K
15,300
+55%
增持
PEP
PEPSICO INCCOM
+$285.8K
3,844
+95%
建仓
MCO
MOODY'S CORPORATION
+$284.8K
802
建仓
ORCL
ORACLE CORPORATION
+$284.2K
3,262
建仓
—
DESKTOP METAL, INC.
+$275.8K
38,464
建仓
AVGO
BROADCOM INC.
+$275.4K
568
建仓
—
XILINX, INC.
+$275.1K
1,822
建仓
—
DISCOVER FINANCIAL SERVICES
+$268.1K
2,182
建仓
C
CITIGROUP INC.
+$263.4K
3,753
建仓
SNAP
SNAP INC.
+$261.1K
3,534
增持
PH
PARKER-HANNIFIN CORPCOM
+$257.9K
1,825
+122%
建仓
WFC
WELLS FARGO & COMPANY
+$257.8K
5,555
清仓
BEAM
BEAMTHERAPEUTICSINCCOM
-$257.4K
0
-100%
建仓
MDLZ
MONDELEZ INTERNATIONAL, INC.
+$255.9K
4,372
建仓
COP
CONOCOPHILLIPS
+$254.0K
3,748
增持
LMT
LOCKHEED MARTIN CORPCOM
+$253.3K
2,934
+46%
建仓
JLL
JONES LANG LASALLE INCORPORATED
+$252.3K
1,017
增持
NEE
NEXTERA ENERGY INCCOM
+$245.4K
8,083
+52%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$243.3K
11,641
+46%
建仓
—
HIGH YIELD ETF
+$242.4K
7,569
建仓
EOG
EOG RESOURCES, INC.
+$235.5K
2,934
建仓
QCOM
QUALCOMM INCORPORATED
+$233.5K
1,810
增持
RSG
REPUBLICSVCSINCCOM
+$230.1K
3,587
+96%
建仓
NKE
NIKE, INC.
+$229.9K
1,580
建仓
INTU
INTUIT INC.
+$226.1K
419
增持
DG
DOLLARGENCORPNEWCOM
+$225.3K
2,325
+88%
