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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 18
增持 71
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$23.1M
1,704,145
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
+$10.9M
2,985,655
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$9.3M
23,533
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
VUG
VANGUARD INDEX FDS GROWTH ETF
+$8.0M
206,123
+1%
增持
AAPL
APPLE INC COM
+$4.9M
135,194
+1%
增持
AMZN
AMAZON COM INC COM
+$3.2M
149,270
+3%
增持
TSLA
TESLA INCCOM
+$2.9M
27,640
+21%
增持
MSFT
MICROSOFT CORPCOM
+$2.4M
43,545
+3%
增持
NVDA
NVIDIA CORPORATION COM
+$2.2M
16,138
+3%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$1.7M
42,373
-45%
减持
SHM
SPDR NUVEEN BLMBRG SHT
-$1.6M
31,841
-53%
建仓
—
LINDEPLCSHS
+$1.6M
4,508
清仓
—
LINDEPLCSHS
-$1.5M
0
-100%
减持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$1.4M
57,311
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
40,714
+2%
建仓
SHY
ISHARES TR 1 3 YR TREAS BD
+$1.1M
12,792
减持
VEA
VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF
+$787.2K
253,289
-0%
减持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$683.8K
46,333
-3%
减持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
-$606.2K
203,439
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$583.6K
17,265
+12%
减持
CRM
SALESFORCE COM INCCOM
+$551.7K
15,540
-19%
增持
IWF
ISHARES RUS 1000 GRW ETF
+$540.1K
17,120
+1%
建仓
XLRE
SELECT SECTOR SPDR TR RL EST SEL SEC
+$532.0K
14,231
增持
ITOT
ISHARESTRCORE S&P TTL STK
+$526.5K
58,877
+4%
增持
IEFA
ISHARESTRCOREMSCI EAFE
+$508.2K
77,662
+2%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$507.2K
56,879
-1%
减持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
-$487.0K
194,323
-2%
清仓
ES
EVERSOURCE ENERGY
-$477.1K
0
-100%
增持
YUM
YUM BRANDS INCCOM
+$460.5K
105,392
+0%
增持
GOOG
ALPHABETINCCAPSTKCLC
+$458.6K
23,202
+5%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$434.8K
12,449
+3%
清仓
XLC
SEL SECTOR:COMM SVC SPDR
-$432.2K
0
-100%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
-$424.4K
276,367
+1%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$419.1K
38,821
+14%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$400.0K
58,360
+5%
减持
JNJ
JOHNSON & JOHNSON COM
-$387.6K
15,468
-2%
减持
SPTS
SPDR PORTFOLIO SH TSR
-$382.9K
15,424
-47%
增持
—
DESKTOP METAL, INC.
+$358.5K
361,908
+4%
增持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
+$309.0K
31,674
+12%
建仓
GD
GENERAL DYNAMICS CORP COM
+$308.4K
1,351
建仓
PFF
ISHARES TR PFD AND INCM SEC
+$289.2K
9,263
增持
—
ASTRAZENECA PLC SPON ADR
+$285.2K
7,195
+128%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$284.9K
41,869
+15%
建仓
NOW
SERVICENOW INC COM
+$281.2K
605
增持
ORCL
ORACLE CORPORATION
+$274.8K
16,547
+7%
减持
HD
HOMEDEPOTINCCOM
-$271.9K
9,709
-2%
清仓
AOM
ISHARES TR MODERT ALLOC ETF
-$270.8K
0
-100%
增持
LLY
ELI LILLY AND COMPANY
+$260.5K
3,490
+36%
增持
UBER
UBER TECHNOLOGIES INC COM
+$260.4K
23,234
+21%
减持
BAC
BANK OF AMERICA CORPORATION
-$253.5K
29,479
-11%
建仓
TLT
ISHARES TR 20 YR TR BD ETF
+$250.5K
2,355
增持
UNH
UNITEDHEALTH GROUP NC COM
-$244.9K
6,133
+3%
建仓
CTVA
CORTEVA INC COM
+$244.1K
4,047
减持
QQQ
INVESCO QQQ TRUST 1
+$240.9K
11,904
-12%
增持
AVGO
BROADCOM INC.
+$238.3K
2,262
+4%
减持
BA
BOEING CO COM
-$235.7K
6,891
-23%
清仓
CI
CIGNACORPNEWCOM
-$235.6K
0
-100%
减持
TXN
TEXAS INSTRS INCCOM
+$229.6K
11,611
-1%
增持
ADBE
ADOBE SYSTEM SINCORPORATED COM
+$228.1K
3,172
+7%
建仓
VAW
VANGUARD WORLD FDS MATERIALS ETF
+$222.3K
1,250
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$221.8K
1,440
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$220.9K
478
减持
XLE
SEL SECTOR:ENERGY SPDR
-$220.4K
28,757
-3%
增持
IJH
ISHARESTRCORE S&P MCP ETF
+$219.7K
8,935
+7%
增持
COST
COSTCO WHSL CORP NEW COM
+$215.6K
4,383
+2%
建仓
VIS
VANGUARD WORLD FDS INDUSTRIAL ETF
+$213.4K
1,120
清仓
AWK
AMERICAN WTR WKS CO INC
-$213.3K
0
-100%
减持
—
CHUBBLIMITEDCOM
-$212.2K
6,678
-3%
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$211.8K
3,922
建仓
FTNT
FORTINET INC COM
+$210.5K
3,168
建仓
ANSS
ANSYS INC COM
+$205.7K
618
建仓
APH
AMPHENOL CORP NEW CL A
+$204.2K
2,479
清仓
TSM
TAIWAN SEMI MFG LTD SPON ADS
-$203.4K
0
-100%
减持
ADI
ANALOG DEVICES, INC.
+$203.0K
6,776
-2%
建仓
CSX
CSX CORP COM
+$202.8K
6,773
清仓
XLF
SELECTSECTOR SPDR TRFINANCIAL
-$201.9K
0
-100%
建仓
EMR
EMERSON ELEC CO COM
+$200.7K
2,304
增持
ZTS
ZOETIS INC CL A
+$200.1K
8,012
+4%
减持
CSCO
CISCO SYS INC COM
+$191.5K
42,419
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF
+$190.7K
5,923
+4%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$187.9K
24,250
+6%
增持
GLD
SPDR GOLD TRGOLD SHS
+$182.4K
10,274
+3%
增持
VXUS
VANGUARD TOT I S;ETF
+$181.3K
50,088
+0%
增持
ROK
ROCKWELL AUTOMATION INCCOM
+$179.9K
3,990
+4%
增持
—
EXXON MOBIL CORP
+$175.9K
20,395
+9%
增持
PH
PARKER-HANNIFIN CORPCOM
+$174.4K
3,126
+4%
增持
IJR
ISHARESTRCORE S&P SCP ETF
+$172.4K
21,231
+7%
减持
HYG
ISHARESTRIBOXX HI YD ETF
-$159.6K
24,951
-10%
减持
LMT
LOCKHEED MARTIN CORPCOM
-$157.5K
1,514
-16%
减持
ACWV
ISHARES INC MSCI GBL MIN VOL
-$157.4K
43,071
-5%
增持
HON
HONEYWELLINTLINCCOM
-$153.4K
9,944
+4%
减持
PANW
PALO ALTO NETWORKS INC COM
+$152.1K
3,321
-9%
减持
V
VISA INCCOM CL A
+$151.3K
9,674
-1%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$150.3K
49,235
-0%
增持
USMV
ISHARES TR MSCI USA MIN VOL
+$148.7K
11,668
+20%
减持
ADP
AUTOMATIC DATA PROCESSING, INC.
-$145.9K
7,607
-2%
减持
ABT
ABBOTT LABS COM
-$142.4K
8,879
-6%
增持
PG
PROCTER AND GAMBLE COCOM
+$140.1K
17,442
+8%
减持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
-$139.5K
21,107
-11%
增持
BKNG
BOOKING HOLDINGS INC COM
+$138.8K
192
+4%
增持
NFLX
NETFLIX INCCOM
+$136.5K
1,543
+15%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$133.6K
4,972
+6%
减持
UPS
UNITED PARCEL SERVICE INCCL B
+$131.9K
8,908
-3%
减持
NVS
NOVARTIS AGSPONSORED ADR
-$131.3K
3,656
-29%
增持
BX
BLACKSTONE INC
+$123.6K
4,747
+20%
增持
IJS
ISHARES:S&P SC 600 VAL
+$121.8K
25,534
+3%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$120.3K
6,073
+0%
增持
MCD
MCDONALDS CORPCOM
+$119.2K
7,313
+0%
减持
AMAT
APPLIEDMATLSINCCOM
+$117.3K
5,820
-5%
增持
QCOM
QUALCOMM INCORPORATED
+$112.7K
3,036
+22%
减持
NEE
NEXTERA ENERGY INCCOM
-$112.1K
14,897
-1%
减持
PFE
PFIZER INCCOM
-$111.0K
10,479
-0%
减持
DIS
DISNEYWALTCOCOM
+$110.8K
10,671
-3%
增持
NKE
NIKE, INC.
+$109.7K
6,644
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$109.5K
174,834
-2%
增持
FDN
FIRSTTREXCHANGE-TRADEDFDDJINTERNTIDX
+$107.9K
3,936
+2%
增持
PLD
PROLOGIS INC COM
+$107.5K
2,483
+38%
减持
FIS
FIDELITYNATLINFORMATIONSVCOM
-$107.4K
7,932
-0%
减持
VO
VANGUARD INDEX FDS MID CAP ETF
+$107.3K
32,568
-2%
减持
IUSB
ISHARES TR CORE TOTAL USD
+$103.9K
90,753
-0%
增持
—
BLACKROCK INC COM
+$100.1K
2,094
+14%
增持
TMO
THERMO FISHER SCIENTIFICINCCOM
+$96.7K
2,355
+3%
减持
DOW
DOW INC
-$95.6K
5,547
-30%
增持
MA
MASTERCARD INCORPORATEDCL A
+$94.8K
2,775
+6%
减持
GPRE
GREEN PLAINS INC
-$91.6K
23,920
-12%
增持
IVE
ISHARES S&P 500 VAL ETF
+$91.2K
7,793
+4%
增持
DG
DOLLARGENCORPNEWCOM
-$90.8K
3,605
+5%
增持
KO
COCACOLACOCOMCALL
+$89.5K
36,913
+6%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$89.5K
3,941
-7%
减持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$87.5K
35,010
-2%
减持
NVO
NOVO-NORDISK A S
-$87.0K
1,611
-37%
增持
VRSK
VERISK ANALYTICS, INC.
+$83.8K
4,682
+1%
减持
HXL
HEXCELCORPNEWCOM
+$81.9K
9,213
-1%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$81.0K
8,135
+23%
减持
IEMG
ISHARES INC CORE MSCI EMKT
+$78.6K
47,479
-1%
减持
UNP
UNION PAC CORPCOM
-$78.5K
9,887
-1%
增持
VV
VANGUARD LG-CP I;ETF
+$78.2K
5,871
+0%
减持
CVX
CHEVRON CORP NEW COM
-$77.1K
4,259
-1%
增持
MS
MORGAN STANLEY
+$76.3K
13,627
+3%
减持
CHD
CHURCH & DWIGHT CO., INC.
+$75.2K
10,025
-0%
减持
USHY
ISHARES:BRD USD HY CP BD
-$72.1K
25,664
-10%
减持
IUSV
ISHARES TR CORE S&P US VLU
+$70.2K
23,915
-0%
减持
AOR
ISHARES TR GRWT ALLOCAT ETF
-$70.1K
4,416
-28%
增持
BNDX
VANGUARDCHARLOTTE FDSINTL BD IDX ETF
+$69.1K
8,779
+16%
增持
IWO
ISHARES RUS 2000 GRW ETF
+$68.7K
4,616
+1%
减持
DHR
DANAHERCORPORATIONCOM
-$68.4K
4,817
-0%
增持
SKYY
FRST TR II:CLOUDCOMP
+$66.6K
5,515
+5%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$65.1K
15,876
+1%
增持
SBUX
STARBUCKS CORP COM
+$64.3K
10,922
+1%
增持
DE
DEERE & CO COM
+$63.1K
640
+36%
