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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 25
增持 99
减持 20
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
-$14.9M
2,835,609
+1%
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$14.3M
1,724,381
+0%
增持
CMG
CHIPOTLE MEXICANGRILLINCCOM
+$6.2M
22,933
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。
+6%
增持
AAPL
APPLEINCCOM
+$3.6M
149,129
+20%
建仓
—
SEABRIDGE GOLD INC
+$2.6M
220,000
增持
AMZN
AMAZONCOMINCCOM
+$2.4M
160,513
+9%
减持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
-$2.4M
97,895
-2%
减持
MUB
ISHARESTRNATIONAL MUN ETF
-$2.3M
23,672
-47%
减持
VEA
VANGUARDTAX-MANAGED INTLFDFTSE DEV MKT ETF
-$2.2M
285,573
-8%
减持
PRF
INVESCO EXCHANGETRADED FD TFTSERAFI1000
-$1.8M
126,547
-3%
增持
TSLA
TESLA INCCOM
+$1.6M
22,356
+249%
减持
FNDF
SCHWABSTRATEGICTRSCHWB FDT INTLG
-$1.4M
367,441
-2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.2M
40,476
+15%
增持
VTV
VANGUARDINDEXFDSVALUE ETF
-$1.1M
278,334
+3%
减持
VCSH
VANGUARDSCOTTSDALEFDSSHRT TRM CORP BD
-$1.0M
65,172
-15%
增持
QQQ
INVESCO QQQ TRUST 1
+$1.0M
21,695
+27%
增持
VUG
VANGUARDINDEXFDSGROWTH ETF
-$992.5K
200,435
+2%
减持
PFE
PFIZER INCCOM
-$887.2K
12,432
-54%
建仓
ES
EVERSOURCE ENERGY
+$835.4K
10,716
增持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
-$809.1K
178,842
+3%
建仓
SPTS
SPDR PORTFOLIO SH TSR
+$767.6K
26,551
增持
MSFT
MICROSOFT CORPCOM
-$762.2K
50,747
+4%
清仓
—
AONPLCSHSCLA
-$741.0K
0
-100%
增持
YUM
YUM BRANDS INCCOM
-$736.0K
105,106
+0%
增持
BRK/B
BERKSHIREHATHAWAYINCDELCLBNEW
+$733.7K
14,954
+25%
增持
UNH
UNITEDHEALTH GROUPINCCOM
+$706.6K
7,797
+24%
增持
—
WOLFSPEED INC
+$702.6K
14,053
+19%
增持
VBR
VANGUARD INDEX FD SSM CP VAL ETF
-$702.3K
188,603
+2%
增持
VB
VANGUARDINDEXFDSSMALL CP ETF
+$675.0K
34,884
+16%
增持
TIP
ISHARESTRTIPS BD ETF
+$646.4K
19,750
+58%
建仓
SUB
ISHARES TR SHRT NAT MUN ETF
+$635.6K
6,191
清仓
SQ
SQUARE, INC.
-$608.8K
0
-100%
减持
CI
CIGNACORPNEWCOM
-$587.1K
768
-75%
建仓
PYPL
PAYPAL HLDGS INC
+$577.3K
6,707
增持
IWN
ISHARES RUS 2000VALETF
+$572.7K
8,504
+121%
增持
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$572.1K
13,602
+167%
清仓
BDX
BECTONDICKINSON&COCOM
-$502.2K
0
-100%
减持
IJS
ISHARES:S&P SC 600 VAL
-$501.5K
25,227
-13%
减持
—
LINDEPLCSHS
-$476.7K
4,508
-23%
建仓
—
ASML HOLDING NV NY REGISTRY SHS
+$459.7K
1,107
建仓
TSM
TAIWAN SEMI MFG LTD SPON ADS
+$456.0K
6,594
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$443.6K
7,319
+27%
减持
LMT
LOCKHEED MARTIN CORPCOM
-$441.4K
3,178
-18%
建仓
NOBL
PROSHARES TR S&P 500 DV ARIST
+$437.1K
5,466
增持
IEFA
ISHARESTRCOREMSCI EAFE
-$433.1K
109,816
+4%
增持
IJH
ISHARESTRCORE S&P MCP ETF
+$423.2K
13,505
+20%
增持
LLY
ELI LILLY AND COMPANY
+$409.8K
2,336
+119%
减持
T
AT&TINCCOM
-$406.1K
72,133
-0%
增持
HD
HOMEDEPOTINCCOM
+$402.1K
10,653
+15%
清仓
EFA
ISHARES TR MSCI EAFE ETF
-$393.7K
0
-100%
减持
IWF
ISHARES RUS 1000 GRW ETF
-$388.7K
17,158
-6%
增持
IWO
ISHARES RUS 2000 GRW ETF
+$382.0K
4,587
+67%
增持
ROK
ROCKWELL AUTOMATION INCCOM
+$381.3K
6,609
+27%
增持
TXN
TEXAS INSTRS INCCOM
+$377.8K
11,262
+27%
减持
GPRE
GREEN PLAINS INC
-$371.6K
26,445
-37%
增持
INTF
ISHARESTRMSCI INTL MULTFT
-$364.9K
220,923
+4%
增持
SBUX
STARBUCKS CORPORATION
+$360.7K
8,818
+76%
增持
USMV
ISHARESTRMSCIUSA MIN VOL
+$358.1K
9,682
+141%
增持
MS
MORGAN STANLEY
+$353.3K
8,750
+97%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$346.8K
34,346
+51%
增持
XLE
SEL SECTOR:ENERGY SPDR
+$345.5K
29,405
+19%
建仓
IEF
ISHARES 7-10 YR TRSY BD
+$326.8K
3,404
增持
COST
COSTCOWHSLCORPNEWCOM
+$313.1K
6,074
+14%
增持
AVGO
BROADCOM INC.
+$303.4K
1,753
+79%
增持
CRM
SALESFORCE COM INCCOM
-$303.4K
23,846
+5%
建仓
ADSK
AUTODESK INC
+$299.1K
1,601
增持
VYM
VANGUARDWHITEHALL FDSHIGH DIV YLD
-$296.5K
47,898
+1%
减持
ABT
ABBOTTLABSCOM
-$296.3K
15,144
-7%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$292.2K
33,893
+26%
建仓
SHM
SPDR NUVEEN BLMBRG SHT
+$291.1K
6,316
清仓
BP
BP PLC SPONSORED ADR
-$289.8K
0
-100%
增持
DHR
DANAHERCORPORATIONCOM
+$276.5K
6,350
+18%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
-$274.2K
96,547
+5%
增持
IWD
ISHARES RUS 1000 VAL ETF
-$271.8K
31,846
+0%
建仓
NVO
NOVO-NORDISK A S
+$267.5K
2,685
建仓
TFI
SPDR NUVEEN BLMBRG MUNI
+$252.5K
5,741
减持
HYG
ISHARESTRIBOXX HI YD ETF
-$249.3K
43,239
-5%
建仓
PNC
PNC FINL SVCS GROUP INC
+$240.9K
1,612
增持
EOG
EOG RESOURCES, INC.
+$240.6K
8,372
+33%
建仓
BIIB
BIOGEN INC
+$236.3K
885
增持
MRK
MERCK & CO INCCOM
+$234.3K
5,959
+94%
建仓
CCI
CROWN CASTLE INC
+$233.7K
1,617
建仓
WM
WASTE MGMT INC
+$232.2K
1,449
建仓
XLK
SEL SECTOR SPDR TECHNOLOGY
+$231.7K
1,951
增持
EMLC
VANECKVECTORSETFTRJP MORGAN MKTS
+$227.1K
20,220
+112%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$227.0K
39,636
+35%
增持
SCHV
SCHWABSTRATEGICTRUS LCAP VA ETF
-$225.5K
62,552
+0%
建仓
FTNT
FORTINET INC
+$225.3K
4,586
建仓
SCHW
SCHWAB CHARLES CORP
+$225.0K
3,131
增持
RSG
REPUBLICSVCSINCCOM
+$223.0K
7,534
+23%
增持
ACWV
ISHARESINCMSCIGBLMINVOL
-$221.8K
39,335
+0%
增持
BA
BOEINGCOCOM
+$221.8K
14,632
+29%
增持
NFLX
NETFLIX INCCOM
+$221.1K
2,071
+36%
增持
ITOT
ISHARESTRCORE S&P TTL STK
-$219.9K
56,603
+0%
清仓
NVAX
NOVAVAX INC
-$219.9K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$218.0K
4,326
增持
JNJ
JOHNSON & JOHNSON COM
+$217.0K
22,032
+16%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$216.6K
55,379
+21%
增持
ADI
ANALOG DEVICES, INC.
+$216.2K
6,441
+38%
增持
—
DISCOVER FINANCIAL SERVICES
+$212.5K
7,642
+50%
建仓
—
KELLOGG CO
+$212.1K
3,045
增持
TJX
TJX COS INC NEWCOM
+$209.0K
15,435
+15%
增持
INTC
INTELCORPCOM
-$208.1K
28,380
+13%
增持
AMAT
APPLIEDMATLSINCCOM
+$207.8K
11,258
+43%
建仓
AWK
AMERICAN WTR WKS CO INC
+$207.1K
1,591
减持
AGG
ISHARESTRCORE US AGGBD ET
-$204.9K
22,267
-4%
增持
LOW
LOWES COS INCCOM
+$204.1K
5,843
+14%
增持
VZ
VERIZON COMMUNICATIONSINCCOM
-$203.7K
25,727
+11%
建仓
—
UNILEVER PLC SPON ADR NEW
+$201.9K
4,606
建仓
IT
GARTNEW INC
+$201.4K
728
增持
FDN
FIRSTTREXCHANGE-TRADEDFDDJINTERNTIDX
+$200.8K
3,603
+80%
增持
NEE
NEXTERA ENERGY INCCOM
+$199.2K
15,376
+18%
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$192.7K
10,764
+65%
减持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
-$190.6K
25,958
-4%
增持
PSX
PHILLIPS66COM
+$185.4K
12,118
+25%
增持
ADBE
ADOBESYSTEMSINCORPORATEDCOM
-$185.1K
4,056
+14%
增持
AMGN
AMGENINCCOM
+$184.1K
4,964
+29%
增持
IVE
ISHARES S&P 500 VAL ETF
+$183.2K
7,159
+34%
增持
DEO
DIAGEOPLCSPONADRNEW
+$179.6K
6,323
+21%
增持
ORLY
OREILLY AUTOMOTIVE INCCOM
+$178.2K
1,739
+5%
增持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
+$167.5K
217,969
+8%
增持
MCD
MCDONALDS CORPCOM
+$167.1K
6,854
+20%
增持
HON
HONEYWELLINTLINCCOM
+$160.9K
8,353
+18%
增持
—
MEDTRONICPLCSHS
+$160.0K
21,463
+22%
增持
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
+$157.9K
10,309
+35%
增持
VXUS
VANGUARD TOT I S;ETF
+$157.9K
23,674
+32%
增持
V
VISA INCCOM CL A
+$155.3K
12,095
+19%
增持
—
DESKTOP METAL, INC.
+$153.7K
154,680
+38%
增持
TMO
THERMO FISHER SCIENTIFICINCCOM
+$151.5K
2,347
+23%
增持
WFC
WELLS FARGO & COMPANY
+$151.0K
11,182
+47%
增持
UPS
UNITEDPARCEL SERVICE INCCL B
+$149.0K
9,338
+25%
增持
GLD
SPDR GOLD TRGOLD SHS
+$143.3K
10,476
+19%
增持
GNR
SPDRINDEXSHSFDSGLB NAT RESRCE
-$141.0K
61,699
+1%
增持
EEM
ISHARES:MSCI EM MKTS
-$138.7K
32,686
+2%
增持
IWP
ISHARES RUS MD CP GR ETF
+$135.0K
7,514
+31%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$133.7K
7,992
+17%
增持
ABBV
ABBVIE INC
+$133.3K
4,014
+52%
增持
DOW
DOW INC
+$132.7K
7,656
+94%
增持
BAC
BANK OF AMERICA CORPORATION
+$131.5K
36,530
+17%
增持
MDLZ
MONDELEZ INTERNATIONAL, INC.
+$129.7K
9,091
+52%
减持
CVX
CHEVRONCORPNEWCOM
-$128.4K
7,449
-10%
增持
MDY
SPDR S&P MIDCAP 400 ETF
+$128.2K
5,744
+8%
增持
—
CHUBBLIMITEDCOM
+$123.7K
7,219
+19%
增持
SCHG
SCHWABSTRATEGICTRUS LCAP GR ETF
-$123.2K
57,312
+0%
减持
IUSV
ISHARES TR CORE S&P US VLU
-$118.2K
24,806
-1%
增持
CHD
CHURCH & DWIGHT CO., INC.
-$116.9K
10,177
+12%
增持
AMP
AMERIPRISEFINLINCCOM
+$115.4K
4,000
+7%
增持
TGT
TARGET CORPCOM
+$114.6K
2,791
+30%
增持
COP
CONOCOPHILLIPS
+$113.6K
4,876
+12%
增持
GS
GOLDMANSACHSGROUPINCCOM
+$110.9K
2,560
+19%
