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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 27
增持 63
减持 45
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$14.6M
1,585,983
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$7.2M
23,539
+0%
建仓
WPM
WHEATON PRECIOUS METALS CORP COM
+$6.1M
149,938
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
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
-$5.6M
3,284,739
+2%
减持
SPY
SPDR S&P 500 ETF TRTR UNIT
-$4.7M
48,944
-15%
增持
BA
BOEING CO COM
+$4.6M
33,009
+314%
减持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
-$4.3M
35,529
-21%
减持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
-$4.0M
196,445
-9%
建仓
SHV
ISHARES SHORT TREAS BD
+$3.6M
32,585
增持
PRF
INVESCO EXCHANGETRADED FD T FTSE RAFI 1000
-$3.4M
58,990
+84%
减持
LLY
ELI LILLY AND COMPANY
-$3.3M
2,956
-72%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$2.6M
50,193
+44%
减持
FNDF
SCHWAB STRATEGIC T RSCHWB FDT INTLG
-$2.5M
244,538
-23%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$2.3M
186,716
-1%
增持
COST
COSTCO WHSL CORP NEW COM
+$2.2M
18,593
+20%
增持
—
EXXON MOBIL CORP
+$2.0M
74,025
+19%
增持
WMT
WALMART INC COM
+$2.0M
19,222
+183%
增持
NVDA
NVIDIA CORPORATION COM
+$1.8M
27,333
+15%
增持
ET
ENERGY TRANSFER UNT
+$1.7M
139,906
+668%
减持
CRM
SALESFORCE COM INC COM
-$1.6M
8,614
-46%
增持
UNH
UNITEDHEALTH GROUP NC COM
+$1.4M
19,679
+11%
增持
YUM
YUM BRANDS INCCOM
-$1.4M
105,916
+0%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$1.4M
8,141
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
+$1.3M
18,023
+701%
建仓
WDAY
WORKDAY INC
+$1.3M
6,010
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$1.2M
24,886
+116%
减持
VTV
VANGUARD INDEX FDS VALUE ETF
-$1.2M
267,437
-0%
增持
DVN
DEVON ENERGY CORPORATION
+$1.2M
31,898
+420%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.2M
43,301
+24%
建仓
CCJ
CAMEO CORP COM
+$1.2M
29,696
建仓
EWJ
ISHARES INC MSCI JPN ETF NEW
+$1.2M
19,188
减持
LHX
L3HARRIS TECHNOLOGIES, INC.
-$1.1M
4,296
-54%
增持
ABBV
ABBVIE INC
+$1.0M
30,082
+17%
增持
TLT
ISHARES TR 20 YR TR BD ETF
-$1.0M
82,307
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$1.0M
172,877
-10%
增持
MRK
MERCK & CO INCCOM
+$1.0M
19,484
+122%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$999.2K
4,226
-37%
增持
COP
CONOCOPHILLIPS
+$977.6K
13,998
+106%
增持
MSFT
MICROSOFT CORPCOM
+$973.7K
61,806
+14%
建仓
—
METLIFE INC COM
+$963.2K
41,660
增持
FCX
FREEPORT-MCMORAN INC CL B
+$961.6K
62,605
+82%
减持
TSLA
TESLA INCCOM
-$930.8K
23,475
-10%
建仓
LVS
LAS VEGAS SANDS CORP COM
+$920.3K
20,077
减持
CCI
CROWN CASTLE INC.
-$901.0K
4,252
-63%
增持
URI
UNITED RENTALS, INC.
+$888.6K
7,386
+37%
建仓
DXJ
WISDOMTREE TR JAPN HEDGE EQT
+$873.5K
9,898
增持
DE
DEERE & CO COM
+$867.7K
3,358
+237%
减持
NEE
NEXTERA ENERGY INCCOM
-$863.6K
48,894
-1%
增持
MAR
MARRIOTT INTERNATIONAL, INC.
+$847.1K
9,750
+67%
减持
ACWV
ISHARES INC MSCI GBL MIN VOL
-$824.2K
25,143
-24%
增持
VO
VANGUARD INDEX FDS MID CAP ETF
+$817.0K
38,297
+18%
建仓
—
SUPER MICRO COMPUTER INC COM
+$816.6K
2,978
增持
LMT
LOCKHEED MARTIN CORPCOM
+$789.4K
3,865
+125%
减持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
-$766.2K
114,111
-30%
建仓
NUE
NUCOR CORP COM
+$733.2K
4,674
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
-$726.2K
197,310
+1%
减持
TXN
TEXAS INSTRS INCCOM
-$708.4K
22,058
-6%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$671.7K
58,160
+28%
增持
SYK
STRYKER CORPORATION COM
+$662.9K
5,850
+90%
清仓
VALE
VALE SA
-$644.4K
0
-100%
建仓
SHAK
SHAKE SHACK INC CL A
+$629.4K
10,838
增持
MA
MASTERCARD INCORPORATEDCL A
+$624.8K
4,461
+54%
增持
GOOG
ALPHABETINCCAPSTKCLC
+$614.7K
28,683
+10%
清仓
—
HIGH YIELD ETF
-$614.0K
0
-100%
减持
AMGN
AMGEN INC COM
-$613.2K
2,953
-53%
增持
SCHW
SCHWAB CHARLES CORP COM
+$612.9K
17,816
+176%
增持
INTC
INTELCORPCOM
+$600.3K
47,973
+45%
增持
MS
MORGAN STANLEY
+$595.3K
50,435
+22%
减持
IUSB
ISHARES TR CORE TOTAL USD
-$592.5K
124,226
-6%
建仓
EWW
ISHARES INC MSCI MEXICO ETF
+$592.0K
10,167
减持
ADBE
ADOBE SYSTEM SINCORPORATED COM
-$579.8K
1,889
-40%
清仓
DG
DOLLARGENCORPNEWCOM
-$573.5K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
-$569.3K
42,839
+0%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$564.8K
68,530
+31%
减持
BAC
BANK OF AMERICA CORPORATION
-$553.0K
34,345
-34%
增持
AMZN
AMAZON COM INC COM
+$551.3K
151,150
+6%
增持
LNG
CHENIERE ENERGY, INC.
+$550.0K
4,940
+179%
减持
—
MEDTRONICPLCSHS
-$547.9K
9,850
-34%
增持
DIA
SPDR DOW JONES INDUS AVG
+$495.0K
2,165
+223%
减持
HYG
ISHARESTRIBOXX HI YD ETF
-$485.4K
12,334
-34%
建仓
—
PROSHARES TR ULTRAPRO SHT QQQ
+$484.6K
23,710
增持
META
META PLATFORMS, INC.
+$482.5K
13,485
+9%
减持
PSX
PHILLIPS66COM
+$365.7K
15,400
-1%
清仓
QUAL
ISHARES:MSCI USA QF
-$365.4K
0
-100%
增持
HON
HONEYWELLINTLINCCOM
+$359.3K
17,052
+27%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC COM
+$353.1K
2,669
减持
TIP
ISHARES TR TIPS BD ETF
-$352.1K
17,350
-13%
减持
MCD
MCDONALDS CORPCOM
-$347.5K
9,855
-0%
增持
CSCO
CISCO SYS INC COM
+$344.1K
47,449
+11%
增持
CAT
CATERPILLARINCCOM
+$340.9K
8,675
+5%
增持
RSP
INVESCO S&P500 EWGHT
-$339.7K
59,595
+2%
增持
CVX
CHEVRON CORP NEW COM
+$331.3K
6,812
+31%
增持
XLE
SEL SECTOR:ENERGY SPDR
+$330.2K
30,598
+2%
减持
REGN
REGENERON PHARMACEUTICALS, INC.
+$317.2K
6,358
-7%
建仓
DHI
D R HORTON INC COM
+$314.7K
2,928
减持
UPS
UNITED PARCEL SERVICE INCCL B
-$310.1K
12,423
-1%
建仓
HSY
HERSHEY CO COM
+$305.7K
1,528
建仓
PSA
PUBLIC STORAGE COM
+$304.9K
1,157
增持
AGG
ISHARES TR CORE US AGGBD ET
+$299.9K
33,402
+15%
减持
ORCL
ORACLE CORPORATION
-$296.8K
16,874
-4%
增持
SHY
ISHARES TR 1 3 YR TREAS BD
+$293.9K
24,426
+18%
清仓
EFG
ISHARES:MSCI EAFE GRO
-$289.7K
0
-100%
清仓
KBE
SPDR S&P BANK ETF
-$287.4K
0
-100%
减持
—
DISCOVER FINANCIAL SERVICES
-$280.4K
8,397
-3%
减持
—
BLACKROCK INC COM
-$277.8K
2,764
-7%
清仓
EFV
ISHARES:MSCI EAFE VAL
-$275.2K
0
-100%
建仓
IUSG
ISHARES TR CORE S&P US GWT
+$272.6K
2,864
减持
IEFA
ISHARESTRCOREMSCI EAFE
-$269.1K
76,548
-1%
减持
—
WOLFSPEED INC
-$269.0K
14,116
-3%
增持
CBOE
CBOE GLOBAL MARKETS, INC.
+$264.6K
9,789
+7%
增持
XLI
SELECTSECTOR SPDR TRSBI INT-INDS
-$262.0K
57,658
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$257.5K
4,791
+41%
减持
IJS
ISHARES:S&P SC 600 VAL
-$256.4K
21,242
-7%
建仓
SE
SEA LTD SPONSORD ADS
+$254.9K
5,800
清仓
LEN
LENNAR CORPORATION
-$251.3K
0
-100%
增持
FANG
DIAMONDBACK ENERGY, INC.
+$250.1K
7,957
+6%
增持
HD
HOMEDEPOTINCCOM
+$248.9K
11,229
+11%
增持
MELI
MERCADOLIBRE, INC.
+$245.9K
1,488
+7%
增持
AAPL
APPLE INC COM
-$245.3K
163,640
+12%
减持
VV
VANGUARD LG-CP I;ETF
-$244.1K
4,099
-21%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$241.0K
22,139
-14%
清仓
FXL
FT ADEX:TECHNOLOGY ADEX
-$235.4K
0
-100%
增持
SLQD
ISHARES TR 0-5YR INVT GR CP
+$235.0K
107,464
+5%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC.
+$233.4K
63,728
+2%
减持
USHY
ISHARES:BRD USD HY CP BD
-$227.4K
14,639
-30%
清仓
EFX
EQUIFAX INC.
-$226.8K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$225.2K
10,511
+0%
清仓
SJM
THE J. M. SMUCKER COMPANY
-$225.0K
0
-100%
清仓
FTNT
FORTINET INC COM
-$224.6K
0
-100%
建仓
—
PIONEER NAT RES CO COM
+$222.5K
969
清仓
ECL
ECOLAB INC.
-$219.6K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$217.0K
6,034
-2%
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
-$215.2K
62,516
-1%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$214.9K
47,802
-2%
减持
IJR
ISHARESTRCORE S&P SCP ETF
-$214.4K
18,866
-6%
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$213.9K
615
清仓
MCHP
MICROCHIP TECHNOLOGY INCORPORATED
-$212.3K
0
-100%
建仓
ARKW
ARK ETF TR NEXT GNRTN INTER
+$211.6K
3,906
建仓
DELL
DELL TECHNOLOGIES INC CL C
+$210.8K
3,059
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$209.3K
15,572
+1%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$207.5K
1,876
建仓
KKR
KKR & CO INC COM
+$206.1K
3,346
清仓
IEI
ISHARES:3-7 TRS BD ETF
-$203.4K
0
-100%
建仓
—
ALCON AG ORD SHS
+$200.4K
2,600
减持
MO
ALTRIA GROUP, INC.
-$193.5K
6,519
-36%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
-$184.6K
52,814
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$184.4K
45,117
-5%
增持
ZTS
ZOETIS INC CL A
+$183.6K
8,288
+13%
增持
GNRC
GENERAC HOLDINGS INC.
+$183.4K
4,720
+113%
增持
GNR
SPDR INDEX SHS FD SGLB NAT RESRCE
+$182.8K
66,629
+2%
