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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 17
增持 49
减持 65
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
+$23.0M
2,967,482
+5%
减持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
-$15.5M
47,648
-51%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$15.3M
1,698,623
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
SPY
SPDR S&P 500 ETF TRTR UNIT
-$12.5M
57,947
-40%
减持
PRF
INVESCO EXCHANGETRADED FD TFTSERAFI1000
-$12.3M
33,950
-73%
增持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
+$6.1M
206,162
+15%
减持
AMZN
AMAZONCOMINCCOM
-$6.0M
144,951
-10%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$5.5M
178,393
+350%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$4.3M
197,341
+5%
减持
VTV
VANGUARD INDEX FDS VALUE ETF
+$4.2M
274,941
-1%
减持
INTF
ISHARESTRMSCI INTL MULTFT
-$3.9M
28,507
-87%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$3.6M
22,242
-3%
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$3.3M
77,275
+618%
减持
AAPL
APPLE INC COM
-$3.2M
134,140
-10%
增持
TSLA
TESLA INCCOM
-$3.1M
22,918
+3%
增持
SHM
SPDR NUVEEN BLMBRG SHT
+$2.9M
67,147
+963%
减持
YUM
YUM BRANDS INCCOM
+$2.3M
105,088
-0%
减持
QQQ
INVESCO QQQ TRUST 1
-$2.2M
13,463
-38%
建仓
IDEV
ISHARES TR CORE MSCI INTL
+$1.7M
30,263
减持
MSFT
MICROSOFT CORPCOM
-$1.7M
42,322
-17%
增持
VXUS
VANGUARD TOT I S;ETF
+$1.5M
49,962
+111%
减持
GOOG
ALPHABETINCCAPSTKCLC
-$1.3M
22,027
-35%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$1.3M
47,158
-28%
减持
IEFA
ISHARESTRCOREMSCI EAFE
-$1.1M
75,982
-31%
减持
HYG
ISHARESTRIBOXX HI YD ETF
-$1.0M
27,770
-36%
减持
IJH
ISHARESTRCORE S&P MCP ETF
-$945.4K
8,333
-38%
增持
ABBV
ABBVIE INC
+$912.4K
8,979
+124%
减持
COST
COSTCOWHSLCORPNEWCOM
-$906.6K
4,298
-29%
增持
ORCL
ORACLE CORPORATION
+$905.9K
15,449
+164%
减持
EEM
ISHARES:MSCI EM MKTS
-$904.2K
6,224
-81%
减持
CRM
SALESFORCE COM INCCOM
-$877.1K
19,254
-19%
减持
IVV
ISHARES CORE S&P 500 ETF
+$867.0K
40,040
-1%
增持
ACWV
ISHARES INC MSCI GBL MIN VOL
+$841.0K
45,512
+16%
减持
JNJ
JOHNSON & JOHNSON COM
-$814.0K
15,767
-28%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$800.0K
49,391
+3%
增持
—
SEABRIDGE GOLD INC
+$797.8K
271,000
+23%
减持
UNH
UNITEDHEALTH GROUP NC COM
-$794.4K
5,929
-24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$754.3K
15,369
+3%
减持
FNDF
SCHWAB STRATEGIC T RSCHWB FDT INTLG
+$746.1K
343,557
-7%
增持
VO
VANGUARD INDEX FDS MID CAP ETF
+$712.4K
33,178
+3%
增持
HON
HONEYWELLINTLINCCOM
+$659.2K
9,584
+15%
减持
MUB
ISHARESTRNATIONAL MUN ETF
-$606.1K
17,269
-27%
增持
GNR
SPDR INDEX SHS FD SGLB NAT RESRCE
+$593.5K
63,927
+4%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$587.0K
35,682
+2%
建仓
OUSA
ALPS ETF GR OSHARES US QUALITY DIV
+$578.2K
13,958
减持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
-$576.7K
182,345
-16%
清仓
VFC
V FCORP COM
-$556.6K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC COM
+$534.7K
2,015
增持
PG
PROCTER AND GAMBLE COCOM
+$533.6K
16,188
+6%
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$508.2K
203,609
+2%
减持
—
WOLFSPEED INC
-$507.2K
13,693
-3%
增持
XLE
SEL SECTOR:ENERGY SPDR
+$484.5K
29,750
+1%
减持
—
ACCENTUREPLCIRELANDSHSCLASSA
-$436.8K
6,054
-24%
增持
AVGO
BROADCOM INC.
+$434.5K
2,169
+24%
减持
ROK
ROCKWELL AUTOMATION INCCOM
-$430.9K
3,847
-42%
增持
MS
MORGAN STANLEY
+$428.8K
13,175
+51%
减持
IEMG
ISHARES INC CORE MSCI EMKT
-$428.8K
47,920
-23%
减持
ABT
ABBOTTLABSCOM
-$423.8K
9,486
-37%
建仓
SLB
SCHLUMBERGER LTD COM STK
+$408.6K
7,643
清仓
VTR
VENTAS INC
-$399.7K
0
-100%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$395.5K
55,552
+0%
减持
SCHV
SCHWAB STRATEGIC TRUS LCAP VA ETF
+$388.0K
61,314
-2%
清仓
NOW
SERVICENOW, INC.
-$381.0K
0
-100%
清仓
IBB
ISHARES TR BIOTECH
-$373.2K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$370.8K
184
清仓
MMM
3M COMPANY
-$361.8K
0
-100%
减持
ES
EVERSOURCE ENERGY
-$358.3K
5,691
-47%
减持
DHR
DANAHERCORPORATIONCOM
-$358.0K
4,837
-24%
减持
LMT
LOCKHEED MARTIN CORPCOM
-$354.5K
1,795
-44%
增持
NKE
NIKE, INC.
+$351.3K
6,044
+42%
清仓
PXH
INVESCOEXCHTRADEDFDTRIIFTSERAFIEMNG
-$347.9K
0
-100%
减持
HXL
HEXCELCORPNEWCOM
-$347.3K
9,293
-46%
增持
MCD
MCDONALDS CORPCOM
+$343.8K
7,306
+7%
减持
XLF
SELECTSECTOR SPDR TRFINANCIAL
-$336.1K
5,903
-67%
减持
GS
GOLDMANSACHSGROUPINCCOM
-$335.7K
1,207
-53%
增持
SBUX
STARBUCKS CORPORATION
+$330.0K
10,817
+23%
减持
IWD
ISHARES RUS 1000 VAL ETF
+$326.3K
30,709
-4%
减持
AMAT
APPLIEDMATLSINCCOM
-$324.8K
6,136
-45%
增持
NOBL
PROSHARES TR S&P 500 DV ARIST
+$317.7K
8,388
+53%
增持
TJX
TJX COS INC NEWCOM
+$307.4K
15,907
+3%
增持
PSX
PHILLIPS66COM
+$304.6K
12,324
+2%
增持
ITOT
ISHARESTRCORE S&P TTL STK
+$302.6K
56,661
+0%
清仓
ADSK
AUTODESK INC
-$299.1K
0
-100%
减持
CVX
CHEVRONCORPNEWCOM
-$298.4K
4,300
-42%
建仓
AOR
ISHARES TR GRWT ALLOCAT ETF
+$291.1K
6,172
减持
MA
MASTERCARD INCORPORATEDCL A
-$289.6K
2,628
-38%
减持
LOW
LOWES COS INCCOM
-$277.1K
4,117
-30%
减持
CVS
CVSHEALTHCORPCOM
-$274.8K
3,511
-44%
增持
KO
COCACOLACOCOMCALL
+$272.2K
34,849
+1%
建仓
AOM
ISHARES TR MODERT ALLOC ETF
+$270.8K
7,123
减持
VEA
VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF
+$270.4K
253,844
-11%
清仓
GNRC
GENERACHLDGSINCCOM
-$262.9K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$255.6K
4,517
-33%
减持
NVS
NOVARTIS AGSPONSORED ADR
-$253.6K
5,155
-46%
减持
TSM
TAIWAN SEMI MFG LTD SPON ADS
-$252.6K
2,731
-59%
清仓
TFI
SPDR NUVEEN BLMBRG MUNI
-$252.5K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$251.8K
6,627
建仓
APD
AIR PRODS & CHEMS INC COM
+$249.7K
810
减持
—
LINDEPLCSHS
+$249.1K
4,489
-0%
减持
—
EVERI HOLDINGS INC.
-$246.8K
21,581
-37%
减持
—
BLACKROCKINCCOM
+$241.0K
1,836
-5%
减持
—
EXXON MOBIL CORP
+$240.4K
18,682
-10%
清仓
BIIB
BIOGEN INC
-$236.3K
0
-100%
增持
ADI
ANALOG DEVICES, INC.
+$235.8K
6,910
+7%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$235.4K
36,513
+6%
增持
—
DISCOVER FINANCIAL SERVICES
+$234.9K
9,503
+24%
清仓
CCI
CROWN CASTLE INC
-$233.7K
0
-100%
建仓
VDE
VANGUARD WORLD FDS ENERGY ETF
+$232.5K
1,917
增持
AMGN
AMGENINCCOM
+$230.2K
5,136
+3%
增持
PANW
PALO ALTO NETWORKS INC COM
+$229.1K
3,664
+113%
清仓
KHC
KRAFT HEINZ CO
-$226.7K
0
-100%
建仓
SYK
STRYKER CORPORATION COM
+$226.1K
925
清仓
FTNT
FORTINET INC
-$225.3K
0
-100%
清仓
HIG
THE HARTFORD FINANCIAL SERVICES GROUP INC
-$222.0K
0
-100%
建仓
CLX
CLOROX CO DEL COM
+$218.9K
1,560
清仓
—
DUPONT DE NEMOURS INC
-$218.0K
0
-100%
建仓
EFA
ISHARES TR MSCI EAFE ETF
+$215.0K
3,276
建仓
—
ASTRAZENECA PLC SPON ADR
+$214.2K
3,159
增持
IWN
ISHARES RUS 2000VALETF
+$212.6K
9,440
+11%
清仓
—
KELLOGG CO
-$212.1K
0
-100%
减持
PEP
PEPSICO INCCOM
-$211.5K
3,019
-35%
减持
AMP
AMERIPRISEFINLINCCOM
+$211.3K
3,915
-2%
减持
JPM
JPMORGAN CHASE & CO COM
+$209.0K
27,854
-17%
建仓
IVW
ISHARES TR S&P 500 GRWT ETF
+$207.7K
3,551
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$207.1K
11,794
-57%
减持
MDY
SPDR S&P MIDCAP 400 ETF
+$202.7K
5,716
-0%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$202.3K
10,628
-22%
建仓
PLD
PROLOGIS INC COM
+$202.2K
1,794
建仓
DE
DEERE & CO COM
+$202.0K
471
清仓
—
UNILEVER PLC SPON ADR NEW
-$201.9K
0
-100%
清仓
IT
GARTNEW INC
-$201.4K
0
-100%
增持
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
+$200.3K
11,496
+12%
增持
IWM
ISHARES RUSSELL 2000ETF
+$198.4K
7,683
+11%
减持
HD
HOMEDEPOTINCCOM
+$197.7K
9,932
-7%
减持
—
CHUBBLIMITEDCOM
+$195.6K
6,866
-5%
减持
IJR
ISHARESTRCORE S&P SCP ETF
-$193.4K
19,872
-16%
减持
DUK
DUKE ENERGY CORPORATION
-$192.7K
7,303
-28%
减持
IJS
ISHARES:S&P SC 600 VAL
+$187.9K
24,837
-2%
增持
TXN
TEXAS INSTRS INCCOM
+$187.0K
11,682
+4%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$185.8K
7,740
+6%
增持
EOG
EOG RESOURCES, INC.
+$183.5K
8,639
+3%
增持
LLY
ELI LILLY AND COMPANY
+$182.5K
2,564
+10%
减持
ZTS
ZOETIS INC CL A
-$182.3K
7,733
-13%
增持
PH
PARKER-HANNIFIN CORPCOM
+$181.1K
3,011
+5%
增持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
+$177.9K
28,250
+9%
清仓
GBTC
GRAYSCALE BITCOIN TRUST (BTC)
-$177.9K
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$175.0K
15,759
+10%
增持
SPGI
S&P GLOBAL INC.
+$172.6K
1,861
+26%
增持
IVE
ISHARES S&P 500 VAL ETF
+$171.4K
7,524
+5%
减持
ICE
INTERCONTINENTALEXCHANGEINCOM
-$158.4K
5,222
-32%
