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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 54
增持 72
减持 17
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
+$16.4M
3,235,014
+8%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$10.1M
23,535
+0%
建仓
RSP
INVESCO S&P500 EWGHT
+$8.8M
58,699
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。
增持
TLT
ISHARES TR 20 YR TR BD ETF
+$8.1M
80,771
+3330%
增持
COST
COSTCO WHSL CORP NEW COM
+$6.2M
15,492
+253%
增持
MSFT
MICROSOFT CORPCOM
+$6.0M
54,447
+25%
增持
AAPL
APPLE INC COM
+$6.0M
145,704
+8%
增持
XLI
SELECTSECTOR SPDR TRSBI INT-INDS
+$5.7M
56,908
+1207%
增持
UNH
UNITEDHEALTH GROUP NC COM
+$5.6M
17,666
+188%
增持
NVDA
NVIDIA CORPORATION COM
+$5.6M
23,807
+48%
增持
AVGO
BROADCOM INC.
+$5.4M
7,922
+250%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$5.4M
62,359
建仓
REGN
REGENERON PHARMACEUTICALS, INC.
+$4.9M
6,840
增持
—
EXXON MOBIL CORP
+$4.5M
62,356
+206%
增持
SLQD
ISHARES TR 0-5YR INVT GR CP
+$4.3M
102,110
+644%
增持
LLY
ELI LILLY AND COMPANY
+$3.7M
10,472
+200%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$3.6M
1,595,373
-6%
建仓
META
META PLATFORMS, INC.
+$3.6M
12,425
减持
AMZN
AMAZON COM INC COM
+$3.2M
143,164
-4%
增持
IEF
ISHARES 7-10 YR TRSY BD
+$3.1M
34,734
+1104%
增持
NEE
NEXTERA ENERGY INCCOM
+$2.5M
49,390
+232%
增持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
+$2.5M
215,177
+6%
建仓
URI
UNITED RENTALS, INC.
+$2.4M
5,377
增持
MS
MORGAN STANLEY
+$2.3M
41,261
+203%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.3M
42,742
+5%
增持
V
VISA INCCOM CL A
+$2.3M
18,692
+93%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$2.2M
57,862
+1%
建仓
OEF
ISHARES:S&P 100
+$2.1M
10,371
增持
TXN
TEXAS INSTRS INCCOM
+$2.1M
23,419
+102%
建仓
ON
ON SEMICONDUCTOR CORPORATION
+$2.0M
20,997
增持
ABBV
ABBVIE INC
+$2.0M
25,706
+172%
建仓
BIL
SPDR BBG 1-3 MO T-BILL
+$1.9M
21,202
建仓
FLOT
ISHARES:FLOATING RT BOND
+$1.9M
37,492
增持
IUSB
ISHARES TR CORE TOTAL USD
+$1.8M
132,462
+46%
建仓
LHX
L3HARRIS TECHNOLOGIES, INC.
+$1.8M
9,282
建仓
—
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
+$1.8M
17,346
增持
ABT
ABBOTT LABS COM
+$1.8M
24,553
+177%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$1.8M
187,976
-9%
增持
IJH
ISHARESTRCORE S&P MCP ETF
+$1.7M
14,911
+67%
建仓
MELI
MERCADOLIBRE, INC.
+$1.6M
1,385
增持
PFF
ISHARES TR PFD AND INCM SEC
+$1.6M
61,977
+569%
增持
CAT
CATERPILLARINCCOM
+$1.6M
8,240
+313%
增持
QQQ
INVESCO QQQ TRUST 1
+$1.5M
14,511
+22%
增持
GLD
SPDR GOLD TRGOLD SHS
+$1.5M
19,127
+86%
清仓
SHM
SPDR NUVEEN BLMBRG SHT
-$1.5M
0
-100%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$1.5M
13,308
-69%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.4M
34,789
+23%
增持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$1.3M
30,206
+582%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$1.3M
194,650
+0%
建仓
CCI
CROWN CASTLE INC.
+$1.3M
11,343
建仓
CBOE
CBOE GLOBAL MARKETS, INC.
+$1.3M
9,163
建仓
XLU
SEL SECTOR:UTIL SPDR
+$1.2M
18,814
建仓
TREX
TREX COMPANY, INC.
+$1.2M
17,848
增持
MUB
ISHARESTRNATIONAL MUN ETF
+$1.1M
28,004
+61%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$1.1M
9,244
+52%
建仓
FTCS
FT:CAPITAL STRENGTH
+$1.1M
14,588
减持
TSLA
TESLA INCCOM
+$1.1M
25,995
-6%
建仓
MAR
MARRIOTT INTERNATIONAL, INC.
+$1.1M
5,821
增持
JNJ
JOHNSON & JOHNSON COM
+$1.1M
20,919
+35%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$1.0M
34,324
+322%
增持
ROK
ROCKWELL AUTOMATION INCCOM
+$1.0M
6,700
+68%
增持
PEP
PEPSICO INCCOM
+$1.0M
8,367
+190%
建仓
FANG
DIAMONDBACK ENERGY, INC.
+$982.3K
7,478
增持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
+$963.7K
45,429
+43%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$954.9K
72,984
+25%
减持
ACWV
ISHARES INC MSCI GBL MIN VOL
-$943.8K
32,873
-24%
减持
VXUS
VANGUARD TOT I S;ETF
-$934.5K
32,647
-35%
增持
MCD
MCDONALDS CORPCOM
+$899.0K
9,864
+35%
增持
HON
HONEYWELLINTLINCCOM
+$890.4K
13,450
+35%
建仓
QTEC
FT:NSDQ-100-TECHNOLOGY
+$886.6K
6,025
减持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$848.3K
44,692
-4%
建仓
EW
EDWARDS LIFESCIENCES CORPORATION
+$837.8K
8,882
建仓
ITB
ISHARES:US HOME CONS ETF
+$786.9K
9,210
建仓
FXR
FT ADEX:IND/PROD DRBLS
+$785.1K
13,066
清仓
NOBL
PROSHARES TR S&P 500 DV ARIST
-$765.2K
0
-100%
增持
GOOG
ALPHABETINCCAPSTKCLC
+$754.1K
26,181
+13%
增持
PLD
PROLOGIS INC COM
+$741.8K
8,575
+245%
增持
LOW
LOWES COS INCCOM
+$737.5K
6,988
+66%
建仓
AWK
AMERICAN WATER WORKS COMPANY, INC.
+$733.6K
5,139
增持
YUM
YUM BRANDS INCCOM
+$729.0K
105,732
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$722.8K
191,399
+9%
减持
VEA
VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF
-$711.9K
232,333
-8%
增持
SYK
STRYKER CORPORATION COM
+$701.7K
3,074
+269%
增持
WMT
WALMART INCCOM
+$698.2K
6,804
+171%
建仓
BR
BROADRIDGE FINANCIAL SOLUTIONS, INC.
+$697.5K
4,193
增持
PG
PROCTER AND GAMBLE COCOM
+$694.4K
21,668
+24%
建仓
AXP
AMERICAN EXPRESS COMPANY
+$692.8K
3,977
增持
SPGI
S&P GLOBAL INC.
+$691.9K
3,336
+78%
建仓
XLP
SEL SECTOR:C STP SPDR
+$672.1K
9,061
增持
—
BLACKROCK INC COM
+$663.4K
2,988
+43%
建仓
MBB
ISHARES:MBS ETF
+$655.1K
7,024
增持
BAC
BANK OF AMERICA CORPORATION
+$650.2K
52,050
+77%
建仓
VALE
VALE SA
+$644.4K
48,020
增持
SHW
SHERWIN WILLIAMS COCOM
+$643.1K
5,273
+57%
建仓
ITW
ILLINOIS TOOL WORKS INC.
+$643.0K
2,557
建仓
JKHY
JACK HENRY & ASSOCIATES, INC.
+$636.9K
3,806
增持
SHY
ISHARES TR 1 3 YR TREAS BD
+$632.9K
20,768
+62%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$626.9K
45,501
+17%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$613.8K
10,481
+38%
减持
MDY
SPDR S&P MIDCAP 400 ETF
-$587.0K
4,444
-25%
增持
IWF
ISHARES RUS 1000 GRW ETF
+$578.3K
17,303
+1%
建仓
CL
COLGATE-PALMOLIVE COMPANY
+$559.2K
7,259
增持
SPYV
SPDR PTF S&P 500 VALUE
+$557.9K
52,379
+25%
建仓
INTU
INTUIT INC.
+$557.2K
1,216
建仓
PPG
PPG INDUSTRIES, INC.
+$555.8K
3,748
增持
ORCL
ORACLE CORPORATION
+$546.6K
17,501
+6%
建仓
FDS
FACTSET RESEARCH SYSTEMS INC.
+$534.1K
1,333
增持
UPS
UNITED PARCEL SERVICE INCCL B
+$518.4K
12,532
+41%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$509.6K
0
-100%
增持
SUB
ISHARES TR SHRT NAT MUN ETF
+$505.5K
9,480
+106%
清仓
—
ASTRAZENECA PLC SPON ADR
-$499.4K
0
-100%
建仓
PAYX
PAYCHEX, INC.
+$494.4K
4,419
建仓
WEC
WEC ENERGY GROUP, INC.
+$492.6K
5,583
减持
HYG
ISHARESTRIBOXX HI YD ETF
-$490.4K
18,578
-26%
减持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
-$490.2K
162,089
-16%
减持
—
SEABRIDGE GOLD INC
-$484.9K
251,000
-7%
增持
—
CHUBBLIMITEDCOM
+$484.8K
9,240
+38%
建仓
O
REALTY INCOME CORPORATION
+$483.7K
8,056
减持
FNDF
SCHWAB STRATEGIC T RSCHWB FDT INTLG
-$479.8K
317,846
-7%
建仓
FV
FT VI:DW FOCUS 5
+$456.9K
9,741
建仓
TROW
T. ROWE PRICE GROUP, INC.
+$454.8K
4,060
增持
APD
AIR PRODS & CHEMS INC COM
+$451.1K
2,173
+208%
清仓
SPTS
SPDR PORTFOLIO SH TSR
-$450.9K
0
-100%
建仓
MKC
MCCORMICK & COMPANY, INCORPORATED
+$448.9K
5,146
增持
ITOT
ISHARESTRCORE S&P TTL STK
+$446.4K
59,053
+0%
建仓
CMS
CMS ENERGY CORPORATION
+$443.1K
7,542
建仓
USIG
ISHARES:BRD USD IG CP BD
+$440.5K
8,795
建仓
BDX
BECTON, DICKINSON AND COMPANY
+$436.2K
1,652
清仓
FIS
FIDELITYNATLINFORMATIONSVCOM
-$431.0K
0
-100%
建仓
CROX
CROCS, INC.
+$425.7K
3,786
增持
AGG
ISHARES TR CORE US AGGBD ET
+$425.0K
29,007
+20%
建仓
IHI
ISHARES:US MED DEV ETF
+$424.5K
7,518
增持
MRK
MERCK & CO INCCOM
+$415.0K
8,782
+56%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$404.2K
6,186
+57%
增持
BNDX
VANGUARDCHARLOTTE FDSINTL BD IDX ETF
+$402.5K
17,019
+94%
增持
EMR
EMERSON ELEC CO COM
+$376.6K
6,387
+177%
清仓
DLS
WISDOMTREE TRINTL SMCAP DIV
-$374.9K
0
-100%
增持
KO
COCA COLA CO COM
+$368.1K
44,072
+19%
增持
NOW
SERVICENOW INC COM
+$367.8K
1,155
+91%
建仓
QUAL
ISHARES:MSCI USA QF
+$365.4K
2,709
建仓
XEL
XCEL ENERGY INC.
+$364.4K
5,814
建仓
NJR
NEW JERSEY RESOURCES CORPORATION
+$348.4K
7,323
建仓
CBSH
COMMERCE BANCSHARES, INC.
+$338.5K
6,951
建仓
—
SPOTIFY TECHNOLOGY SA
+$335.6K
2,090
建仓
FVD
FT:VALUE LINE DIVIDEND
+$332.8K
8,302
建仓
GNRC
GENERAC HOLDINGS INC.
+$330.9K
2,219
建仓
MINT
PIMCO ETF:ENH SM ACT ETF
+$322.1K
3,228
减持
ADBE
ADOBE SYSTEM SINCORPORATED COM
+$320.2K
3,155
-1%
减持
—
MEDTRONICPLCSHS
-$318.6K
14,941
-26%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$318.5K
53,706
-6%
