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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 26
增持 106
减持 14
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARDINDEXFDSTOTAL STK MKT
+$31.9M
1,744,093
-1%
增持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$6.3M
107,132
+5%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$6.3M
82,079
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。
+8%
增持
AAPL
APPLEINCCOM
+$5.9M
101,107
+18%
减持
VUG
VANGUARDINDEXFDSGROWTH ETF
+$5.7M
189,388
-0%
增持
MSFT
MICROSOFT CORPCOM
+$4.9M
43,151
+27%
减持
MUB
ISHARESTRNATIONAL MUN ETF
-$4.9M
76,678
-35%
增持
VEU
VANGUARDINTL EQUITYINDEXFALLWRLD EX US
+$4.1M
2,799,641
+2%
增持
VTV
VANGUARDINDEXFDSVALUE ETF
+$3.8M
290,657
+1%
增持
QQQ
INVESCO QQQ TRUST 1
+$3.2M
9,715
+403%
增持
IVV
ISHARESTRCORE S&P500 ETF
+$3.1M
34,088
+12%
增持
VOE
VANGUARDINDEXFDSMCAPVLIDXVIP
+$2.4M
190,016
+1%
增持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
+$2.4M
193,166
+158%
增持
PRF
INVESCOEXCHANGETRADEDFDTFTSERAFI1000
+$2.3M
144,820
+2%
增持
VBR
VANGUARDINDEXFDSSM CP VAL ETF
+$2.2M
189,090
+1%
增持
VYM
VANGUARDWHITEHALL FDSHIGH DIV YLD
+$2.1M
33,953
+109%
增持
VO
VANGUARDINDEXFDSMID CAP ETF
+$2.1M
28,366
+31%
建仓
EEM
ISHARES:MSCI EM MKTS
+$2.1M
42,706
增持
AMZN
AMAZONCOMINCCOM
+$2.0M
6,130
+9%
增持
VB
VANGUARDINDEXFDSSMALL CP ETF
+$1.9M
25,544
+44%
增持
YUM
YUM BRANDS INCCOM
+$1.7M
104,826
+0%
增持
TSLA
TESLA INCCOM
+$1.7M
6,006
+0%
增持
IWD
ISHARESTRRUS 1000 VAL ETF
+$1.7M
18,306
+104%
增持
HYG
ISHARESTRIBOXX HI YD ETF
+$1.6M
39,049
+88%
增持
IWF
ISHARESTRRUS 1000 GRW ETF
+$1.5M
9,068
+103%
增持
VEA
VANGUARDTAX-MANAGED INTLFDFTSE DEV MKT ETF
+$1.5M
390,915
+7%
增持
NVDA
NVIDIA CORPORATION COM
+$1.5M
9,962
+45%
增持
HD
HOMEDEPOTINCCOM
+$1.5M
7,628
+51%
减持
CMG
CHIPOTLEMEXICANGRILLINCCOM
-$1.3M
8,790
-4%
增持
MDY
SPDRS&PMIDCAP400ETFTRUTSER1 S&PDCRP
+$1.3M
3,976
+152%
增持
UNH
UNITEDHEALTH GROUPINCCOM
+$1.2M
5,799
+34%
建仓
HOG
HARLEY-DAVIDSON INC
+$1.2M
32,179
增持
—
ACCENTUREPLCIRELANDSHSCLASSA
+$1.1M
6,812
+27%
减持
IEMG
ISHARES INC CORE MSCI EMKT
-$1.1M
55,166
-22%
增持
COST
COSTCOWHSLCORPNEWCOM
+$984.9K
4,081
+38%
减持
PENN
PENN NATIONAL GAMING, INC.
-$897.8K
42,506
-1%
增持
DHR
DANAHERCORPORATIONCOM
+$888.8K
4,715
+116%
建仓
—
WOLFSPEED INC
+$871.8K
7,800
增持
META
FACEBOOKINCCLA
+$852.8K
14,051
+23%
建仓
SPYV
SPDR PTF S&P 500 VALUE
+$843.4K
20,082
增持
CSCO
CISCOSYSINCCOM
+$833.0K
36,375
+34%
建仓
VXUS
VANGUARD TOT I S;ETF
+$814.7K
12,816
增持
UNP
UNION PAC CORPCOM
+$807.8K
8,068
+29%
增持
GOOG
ALPHABETINCCAPSTKCLC
+$789.4K
1,193
+19%
增持
JPM
JPMORGAN CHASE & COCOM
+$716.2K
24,967
+26%
增持
JNJ
JOHNSON & JOHNSONCOM
+$710.1K
12,371
+42%
减持
VCSH
VANGUARDSCOTTSDALEFDSSHRT TRM CORP BD
-$692.7K
74,146
-9%
增持
ABT
ABBOTTLABSCOM
+$660.9K
13,814
+27%
清仓
—
CREE INC COM
-$648.5K
0
-100%
增持
ROK
ROCKWELL AUTOMATION INCCOM
+$615.5K
4,357
+42%
增持
—
HIGH YIELD ETF
+$614.1K
27,128
+258%
增持
VV
VANGUARD LG-CP I;ETF
+$608.7K
5,713
+76%
增持
KO
COCACOLACOCOMCALL
+$600.4K
26,711
+44%
增持
—
BLACKROCKINCCOM
+$599.0K
1,480
+64%
增持
—
LINDEPLCSHS
+$566.8K
5,232
+23%
增持
PG
PROCTER AND GAMBLE COCOM
+$561.0K
11,091
+24%
增持
AMAT
APPLIEDMATLSINCCOM
+$560.3K
6,921
+68%
增持
LOW
LOWES COS INCCOM
+$544.4K
5,075
+34%
增持
UPS
UNITEDPARCEL SERVICE INCCL B
+$529.3K
6,451
+38%
增持
DIS
DISNEYWALTCOCOM
+$523.3K
8,356
+83%
增持
F
FORDMTRCODELCOM
+$514.6K
38,576
+91%
增持
ITOT
ISHARESTRCORE S&P TTL STK
+$512.0K
53,570
+1%
增持
HON
HONEYWELLINTLINCCOM
+$501.5K
6,750
+58%
增持
ORLY
OREILLY AUTOMOTIVE INCCOM
+$472.2K
1,642
+46%
建仓
USHY
ISHARES:BRD USD HY CP BD
+$460.2K
11,172
增持
TMO
THERMO FISHER SCIENTIFICINCCOM
+$442.2K
1,750
+38%
增持
ZTS
ZOETIS INCCL A
+$435.5K
8,321
+1%
增持
GS
GOLDMANSACHSGROUPINCCOM
+$434.3K
1,995
+129%
增持
MCD
MCDONALDS CORPCOM
+$432.7K
5,302
+29%
减持
FNDF
SCHWABSTRATEGICTRSCHWB FDT INTLG
-$418.8K
442,135
-2%
增持
—
DESKTOP METAL, INC.
+$417.6K
140,087
+264%
增持
SHW
SHERWIN WILLIAMS COCOM
+$410.8K
2,755
+38%
增持
—
CHUBBLIMITEDCOM
+$408.2K
5,856
+40%
增持
AMP
AMERIPRISEFINLINCCOM
+$407.8K
3,756
+37%
增持
MRSH
MARSH & MCLENNAN COS INCCOM
+$401.6K
5,744
+46%
增持
IJS
ISHARES:S&P SC 600 VAL
+$400.8K
20,241
+19%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$398.6K
5,564
+14%
减持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
-$395.5K
23,061
-16%
增持
EL
LAUDER ESTEE COS INCCL A
+$384.5K
2,638
+34%
增持
V
VISA INCCOM CL A
+$384.4K
9,168
+27%
建仓
FIW
FRST TR:WATER
+$379.9K
4,007
增持
ADBE
ADOBESYSTEMSINCORPORATEDCOM
+$378.9K
3,512
+25%
增持
LMT
LOCKHEED MARTIN CORPCOM
+$377.7K
3,911
+33%
增持
BRK/B
BERKSHIREHATHAWAYINCDELCLBNEW
+$375.3K
10,976
+3%
减持
UBER
UBERTECHNOLOGIESINCCOM
-$375.0K
30,556
-17%
增持
DEO
DIAGEOPLCSPONADRNEW
+$372.2K
4,578
+41%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$370.6K
15,398
+32%
增持
TXN
TEXAS INSTRS INCCOM
+$368.2K
8,377
+33%
增持
NEE
NEXTERA ENERGY INCCOM
+$367.3K
10,732
+33%
增持
INTC
INTELCORPCOM
+$366.7K
22,689
+51%
增持
IJH
ISHARESTRCORE S&P MCP ETF
+$357.1K
12,685
+3%
增持
PFE
PFIZER INCCOM
+$355.0K
15,584
+19%
减持
SCHV
SCHWABSTRATEGICTRUS LCAP VA ETF
+$345.7K
65,367
-1%
建仓
ABBV
ABBVIE INC
+$343.0K
2,533
增持
XLE
SEL SECTOR:ENERGY SPDR
+$338.0K
15,825
+53%
增持
GLD
SPDR GOLD TRGOLD SHS
+$334.0K
8,358
+25%
增持
PYPL
PAYPAL HLDGS INCCOM
+$324.3K
4,656
+119%
增持
TJX
TJX COS INC NEWCOM
+$313.8K
11,713
+34%
建仓
NUE
NUCOR CORPORATION
+$313.2K
2,732
增持
VWO
VANGUARDINTL EQUITYINDEXFFTSE EMR MKT ETF
+$310.8K
29,184
+29%
增持
RSG
REPUBLICSVCSINCCOM
+$302.0K
5,249
+46%
增持
ICE
INTERCONTINENTALEXCHANGEINCOM
+$297.7K
6,355
+28%
建仓
LLY
ELI LILLY AND COMPANY
+$297.5K
1,077
增持
AMT
AMERICANTOWERCORPNEWCOM
+$295.7K
2,950
+38%
减持
SCHG
SCHWABSTRATEGICTRUS LCAP GR ETF
+$294.5K
26,483
-3%
建仓
FTNT
FORTINET INC
+$288.6K
803
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$288.3K
4,891
+21%
增持
VFC
V FCORPCOM
+$287.8K
10,310
+48%
增持
PH
PARKER-HANNIFIN CORPCOM
+$287.3K
2,507
+37%
增持
XLV
SEL SECTOR:H CARE SPDR
+$284.3K
4,735
+57%
减持
T
AT&TINCCOM
-$280.3K
64,039
-7%
清仓
SNAP
SNAP INC.
-$261.1K
0
-100%
建仓
GM
GENERAL MOTORS COMPANY
+$260.8K
4,449
清仓
MINT
PIMCOETFTRENHAN SHRT MA AC
-$258.5K
0
-100%
建仓
BABA
ALIBABA GROUP HOLDING LIMITED
+$250.8K
2,111
建仓
—
LAM RESEARCH CORPORATION
+$249.3K
346
增持
NVS
NOVARTIS AGSPONSORED ADR
+$242.5K
8,740
+37%
增持
SLQD
ISHARESTR0-5YR INVT GR CP
+$239.8K
18,324
+36%
增持
GNR
SPDRINDEXSHSFDSGLB NAT RESRCE
+$239.2K
52,850
+4%
建仓
—
PIONEER NATURAL RESOURCES COMPANY
+$234.9K
1,287
增持
AMGN
AMGENINCCOM
+$234.1K
3,154
+41%
建仓
DAL
DELTA AIR LINES INC
+$232.8K
5,956
建仓
SKYY
FRST TR II:CLOUDCOMP
+$228.9K
2,194
建仓
—
CRANE CO
+$227.5K
2,237
建仓
HIG
THE HARTFORD FINANCIAL SERVICES GROUP INC
+$225.8K
3,236
建仓
MCHP
MICROCHIP TECHNOLOGY INCORPORATED
+$224.2K
2,575
建仓
WM
WASTE MANAGEMENT INC
+$217.3K
1,302
增持
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
+$217.1K
6,624
+44%
增持
NKE
NIKE, INC.
+$216.9K
2,681
+70%
建仓
APD
AIR PRODUCTS AND CHEMICALS INC
+$216.2K
707
建仓
NOC
NORTHROP GRUMMAN CORPORATION
+$214.1K
553
建仓
FE
FIRSTENERGY CORP
+$212.3K
5,105
清仓
ROKU
ROKU INCCOM CL A
-$211.5K
0
-100%
增持
—
MEDTRONICPLCSHS
+$209.2K
14,958
+40%
建仓
SHM
SPDR NUV BBG ST MUNI BD
+$203.4K
4,136
建仓
EMN
EASTMAN CHEMICAL COMPANY
+$201.9K
1,659
减持
VCIT
VANGUARDSCOTTSDALEFDSINT-TERM CORP
-$201.6K
21,669
-8%
增持
PSX
PHILLIPS66COM
+$197.7K
8,718
+41%
增持
ADI
ANALOG DEVICES, INC.
+$196.7K
3,161
+48%
增持
CHD
CHURCH & DWIGHT CO., INC.
+$195.8K
9,335
+1%
增持
EOG
EOG RESOURCES, INC.
+$194.2K
4,837
+65%
增持
DG
DOLLARGENCORPNEWCOM
+$194.0K
2,914
+25%
增持
XLC
SEL SECTOR:COMM SVC SPDR
+$183.8K
7,603
+50%
增持
MS
MORGAN STANLEY
+$182.6K
5,265
+53%
增持
IUSV
ISHARESTRCORE S&P US VLU
+$176.1K
26,466
+2%
增持
CVS
CVSHEALTHCORPCOM
+$175.6K
5,516
+19%
增持
IWS
ISHARESTRRUS MDCP VAL ETF
+$175.5K
4,554
+35%
增持
CVX
CHEVRONCORPNEWCOM
+$174.0K
7,690
+7%
增持
HXL
HEXCELCORPNEWCOM
+$167.5K
20,776
+36%
增持
BAC
BANK OF AMERICA CORPORATION
+$166.0K
34,740
+7%
