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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 95
减持 27
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARDINDEXFDSTOTAL STK MKT
-$27.4M
1,729,458
-1%
增持
CMG
CHIPOTLE MEXICANGRILLINCCOM
+$18.9M
21,651
+146%
减持
VEU
VANGUARDINTL EQUITYINDEXFALLWRLD EX US
-$11.8M
2,773,488
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。
-1%
减持
INTF
ISHARESTRMSCI INTL MULTFT
-$6.0M
254,845
-44%
减持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
-$5.9M
98,563
-8%
减持
MUB
ISHARESTRNATIONAL MUN ETF
-$5.5M
31,257
-59%
增持
VUG
VANGUARDINDEXFDSGROWTH ETF
-$5.4M
192,398
+2%
减持
VEA
VANGUARDTAX-MANAGED INTLFDFTSE DEV MKT ETF
-$5.1M
309,856
-21%
增持
AAPL
APPLEINCCOM
+$3.2M
121,288
+20%
建仓
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$2.5M
48,872
增持
FE
FIRSTENERGY CORP
+$2.5M
5,892
+15%
减持
PRF
INVESCO EXCHANGETRADED FD TFTSERAFI1000
-$2.3M
132,027
-9%
减持
FNDF
SCHWABSTRATEGICTRSCHWB FDT INTLG
-$2.1M
380,060
-14%
减持
IUSB
ISHARES TRCORE TOTAL USD
-$1.6M
87,641
-22%
增持
QQQ
INVESCO QQQ TRUST 1
+$1.6M
14,944
+54%
减持
ACWV
ISHARESINCMSCIGBLMINVOL
-$1.4M
44,285
-21%
增持
VYM
VANGUARDWHITEHALL FDSHIGH DIV YLD
+$1.3M
45,213
+33%
增持
NVDA
NVIDIA CORPORATION COM
+$1.3M
15,365
+54%
增持
AMZN
AMAZONCOMINCCOM
+$1.2M
6,653
+9%
减持
PENN
PENN NATIONAL GAMING, INC.
-$1.2M
24,497
-42%
建仓
GPRE
GREEN PLAINS INC
+$1.1M
36,823
增持
META
FACEBOOKINCCLA
-$1.1M
16,509
+17%
增持
SQ
SQUARE, INC.
+$1.0M
10,019
+392%
增持
BRK/B
BERKSHIREHATHAWAYINCDELCLBNEW
+$968.6K
12,044
+10%
增持
GNR
SPDRINDEXSHSFDSGLB NAT RESRCE
+$912.6K
59,961
+13%
增持
MSFT
MICROSOFT CORPCOM
+$886.3K
49,946
+16%
减持
EEM
ISHARES:MSCI EM MKTS
-$752.2K
29,570
-31%
减持
IEFA
ISHARESTRCOREMSCI EAFE
-$743.0K
112,956
-2%
增持
IWD
ISHARESTRRUS 1000 VAL ETF
+$680.1K
22,619
+24%
增持
TIP
ISHARESTRTIPS BD ETF
+$677.0K
12,195
+87%
建仓
LYFT
LYFT INC CL A
+$648.5K
16,889
减持
VBR
VANGUARD INDEX FD SSM CP VAL ETF
-$648.3K
188,533
-0%
增持
XLE
SEL SECTOR:ENERGY SPDR
+$639.1K
19,850
+25%
减持
AGG
ISHARESTRCORE US AGGBD ET
+$594.6K
2,270
-86%
增持
IWF
ISHARESTRRUS 1000 GRW ETF
+$583.8K
12,084
+33%
增持
JNJ
JOHNSON & JOHNSONCOM
+$578.8K
15,207
+23%
增持
PFE
PFIZER INCCOM
+$523.5K
27,888
+79%
增持
LMT
LOCKHEED MARTIN CORPCOM
+$481.8K
4,241
+8%
增持
CVX
CHEVRONCORPNEWCOM
+$460.5K
8,370
+9%
增持
UNP
UNION PAC CORPCOM
+$451.3K
9,091
+13%
减持
IJH
ISHARESTRCORE S&P MCP ETF
-$445.1K
11,723
-8%
增持
IVV
ISHARESTRCORE S&P500 ETF
-$441.6K
34,865
+2%
增持
GOOG
ALPHABETINCCAPSTKCLC
+$435.8K
1,392
+17%
增持
ZTS
ZOETIS INCCL A
-$435.4K
8,458
+2%
减持
—
EXXON MOBIL CORP
+$416.7K
21,916
-4%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$415.6K
23,131
+50%
增持
USHY
ISHARES:BRD USD HY CP BD
+$410.3K
22,401
+101%
增持
IJS
ISHARES:S&P SC 600 VAL
+$407.9K
24,640
+22%
增持
—
ACCENTUREPLCIRELANDSHSCLASSA
-$399.4K
7,190
+6%
增持
—
MEDTRONICPLCSHS
+$390.3K
17,450
+17%
增持
XLI
SELECTSECTOR SPDR TRSBI INT-INDS
+$390.0K
9,706
+69%
增持
HD
HOMEDEPOTINCCOM
-$387.7K
9,281
+22%
增持
V
VISA INCCOM CL A
+$381.3K
10,678
+16%
增持
MDY
SPDRS&PMIDCAP400ETFTRUTSER1 S&PDCRP
+$380.4K
4,961
+25%
减持
IWM
ISHARESTRRUSSELL 2000ETF
-$374.2K
6,840
-14%
清仓
—
XILINX, INC.
-$370.6K
0
-100%
增持
COST
COSTCOWHSLCORPNEWCOM
+$370.1K
4,666
+14%
减持
VOT
VANGUARD MC G I;ETF
-$368.7K
1,090
-55%
增持
SCHG
SCHWABSTRATEGICTRUS LCAP GR ETF
-$366.3K
53,078
+100%
增持
VB
VANGUARDINDEXFDSSMALL CP ETF
+$359.5K
28,857
+13%
增持
XLF
SELECTSECTOR SPDR TRFINANCIAL
+$359.1K
25,440
+61%
增持
UNH
UNITEDHEALTH GROUPINCCOM
+$358.1K
6,412
+11%
增持
FIW
FRST TR:WATER
+$356.7K
8,739
+118%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
-$351.6K
85,581
+4%
增持
KO
COCACOLACOCOMCALL
+$348.5K
30,913
+16%
增持
INTC
INTELCORPCOM
+$339.7K
30,431
+34%
增持
TSLA
TESLA INCCOM
+$329.8K
6,196
+3%
建仓
XOP
SPDR SER TR S&P OILGAS EXP
+$326.4K
2,426
建仓
NVAX
NOVAVAX INC
+$313.7K
4,260
增持
JPM
JPMORGAN CHASE & COCOM
+$308.5K
31,264
+25%
增持
NFLX
NETFLIX INCCOM
-$287.9K
2,353
+21%
增持
BDX
BECTONDICKINSON&COCOM
+$275.2K
2,119
+85%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$271.3K
7,456
+68%
减持
VCIT
VANGUARDSCOTTSDALEFDSINT-TERM CORP
-$260.2K
20,337
-6%
建仓
KHC
KRAFT HEINZ CO
+$258.5K
6,562
增持
EOG
EOG RESOURCES, INC.
+$257.9K
5,767
+19%
增持
SHW
SHERWIN WILLIAMS COCOM
-$252.0K
2,877
+4%
增持
VXUS
VANGUARD TOT I S;ETF
+$250.6K
17,832
+39%
增持
MRK
MERCK & CO INCCOM
+$250.1K
14,472
+18%
清仓
—
LAM RESEARCH CORPORATION
-$249.3K
0
-100%
清仓
KKR
KKR & CO. INC.
-$245.7K
0
-100%
增持
YUM
YUM BRANDS INCCOM
+$244.1K
124,865
+19%
增持
LOW
LOWES COS INCCOM
-$243.4K
5,285
+4%
建仓
ADSK
AUTODESK INC
+$243.3K
1,135
建仓
DOW
DOW INC
+$240.8K
3,778
增持
IBM
INTERNATIONALBUSINESSMACHSCOM
+$239.7K
5,776
+51%
增持
PYPL
PAYPAL HLDGS INCCOM
-$235.7K
5,554
+19%
建仓
XLK
SELECT SECTOR SPDR TR TECHNOLOGY
+$231.7K
1,458
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$230.4K
4,632
增持
DIS
DISNEYWALTCOCOM
+$230.3K
11,115
+33%
清仓
FTEC
FIDELITY MSCI INFO TECH
-$230.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$228.2K
2,002
建仓
PNC
PNC FINL SVCS GROUP INC
+$225.2K
1,221
增持
—
CHUBBLIMITEDCOM
+$224.9K
6,343
+8%
增持
PG
PROCTER AND GAMBLE COCOM
+$223.8K
13,339
+20%
建仓
IT
GARTNER INC
+$222.8K
749
增持
EL
LAUDER ESTEE COS INCCL A
-$218.4K
2,784
+6%
清仓
WM
WASTE MANAGEMENT INC
-$217.3K
0
-100%
清仓
APD
AIR PRODUCTS AND CHEMICALS INC
-$216.2K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORPORATION
-$214.1K
0
-100%
增持
PSX
PHILLIPS66COM
+$207.2K
9,710
+11%
清仓
SHM
SPDR NUV BBG ST MUNI BD
-$203.4K
0
-100%
建仓
PRU
PRUDENTIAL FINL INC
+$203.4K
1,721
清仓
EMB
ISHARESTRJPMORGAN USD EMG
-$202.8K
0
-100%
建仓
VDE
VANGUARD WORLD FDS ENERGY ETF
+$202.4K
1,891
清仓
EMN
EASTMAN CHEMICAL COMPANY
-$201.9K
0
-100%
增持
IEMG
ISHARES INC CORE MSCI EMKT
-$198.5K
55,873
+1%
增持
UPS
UNITEDPARCEL SERVICE INCCL B
+$198.0K
7,371
+14%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$194.3K
8,214
+68%
增持
ADBE
ADOBESYSTEMSINCORPORATEDCOM
-$192.3K
3,949
+12%
减持
SCHV
SCHWABSTRATEGICTRUS LCAP VA ETF
-$190.4K
64,382
-2%
清仓
NAD
NUVEENQUALITYMUNCPINCOMECOM
-$189.9K
0
-100%
减持
WHR
WHIRLPOOL CORPCOM
-$189.5K
3,044
-0%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INCCOM
-$178.8K
0
-100%
增持
PEP
PEPSICO INCCOM
+$178.5K
5,192
+31%
增持
CSCO
CISCOSYSINCCOM
+$176.3K
44,501
+22%
增持
MRSH
MARSH & MCLENNAN COS INCCOM
+$173.9K
6,879
+20%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$172.9K
24,344
+21%
增持
UBER
UBERTECHNOLOGIESINCCOM
-$172.2K
31,083
+2%
增持
TXN
TEXAS INSTRS INCCOM
+$171.0K
9,537
+14%
增持
GLD
SPDR GOLD TRGOLD SHS
+$166.6K
8,832
+6%
增持
AMGN
AMGENINCCOM
+$162.7K
3,607
+14%
减持
HXL
HEXCELCORPNEWCOM
+$158.0K
20,754
-0%
增持
VO
VANGUARDINDEXFDSMID CAP ETF
-$157.0K
29,725
+5%
增持
—
DISCOVER FINANCIAL SERVICES
+$153.7K
4,541
+51%
增持
SKYY
FRST TR II:CLOUDCOMP
+$153.3K
4,222
+92%
增持
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
+$148.9K
7,399
+12%
增持
T
AT&TINCCOM
+$142.4K
72,694
+14%
增持
ADI
ANALOG DEVICES, INC.
+$140.8K
4,216
+33%
减持
GS
GOLDMANSACHSGROUPINCCOM
-$140.3K
1,887
-5%
减持
VTV
VANGUARDINDEXFDSVALUE ETF
-$140.2K
288,391
-1%
减持
HON
HONEYWELLINTLINCCOM
-$139.7K
6,515
-3%
增持
VCSH
VANGUARDSCOTTSDALEFDSSHRT TRM CORP BD
+$139.6K
78,944
+6%
减持
—
DESKTOP METAL, INC.
-$135.0K
117,805
-16%
增持
NUE
NUCOR CORPORATION
+$133.8K
2,997
+10%
增持
BA
BOEINGCOCOM
+$133.2K
9,660
+13%
增持
CVS
CVSHEALTHCORPCOM
+$130.4K
6,911
+25%
增持
BSV
VANGUARDBD INDEX FDSSHORT TRM BOND
+$125.6K
6,229
+40%
增持
IXUS
ISHARESTRCOREMSCI TOTAL
-$122.3K
43,822
+2%
增持
ABBV
ABBVIE INC
+$122.2K
2,870
+13%
增持
F
FORDMTRCODELCOM
-$121.5K
40,195
+4%
增持
NVS
NOVARTIS AGSPONSORED ADR
+$118.9K
10,067
+15%
增持
ITOT
ISHARESTRCORE S&P TTL STK
-$115.4K
55,632
+4%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$115.2K
11,441
+24%
建仓
PAA
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN
+$112.8K
10,482
增持
ICE
INTERCONTINENTALEXCHANGEINCOM
+$112.5K
7,430
+17%
增持
BAC
BANK OF AMERICA CORPORATION
-$112.3K
34,771
+0%
增持
SPGI
S&P GLOBAL INC.
+$112.1K
1,310
+45%
增持
DAL
DELTA AIR LINES INC
+$108.9K
8,633
+45%
增持
ROK
ROCKWELL AUTOMATION INCCOM
-$108.1K
5,042
+16%
