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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 26
增持 70
减持 39
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$39.1M
1,585,042
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
+$15.6M
3,313,069
+1%
减持
YUM
YUM BRANDS INCCOM
-$13.0M
1,548
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。
-99%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$12.2M
69,544
+42%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$8.7M
22,676
-4%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$6.6M
184,633
-1%
增持
FANG
DIAMONDBACK ENERGY, INC.
+$6.3M
48,361
+508%
增持
META
META PLATFORMS, INC.
+$5.9M
28,243
+109%
增持
AMZN
AMAZON COM INC COM
+$5.6M
163,333
+8%
减持
—
EXXON MOBIL CORP
-$4.8M
39,326
-47%
增持
MSFT
MICROSOFT CORPCOM
+$4.5M
63,952
+3%
增持
AAPL
APPLE INC COM
+$4.5M
168,832
+3%
增持
QQQ
INVESCO QQQ TRUST 1
+$4.1M
23,019
+55%
清仓
SHV
ISHARES SHORT TREAS BD
-$3.6M
0
-100%
减持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$3.4M
193,647
-2%
增持
BA
BOEING CO COM
+$3.3M
37,095
+12%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$3.1M
267,780
+0%
增持
COST
COSTCO WHSL CORP NEW COM
+$3.1M
20,134
+8%
增持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
+$3.0M
198,323
+1%
减持
RSP
INVESCO S&P500 EWGHT
-$3.0M
34,430
-42%
增持
AVGO
BROADCOM INC.
+$2.8M
8,687
+4%
增持
WMT
WALMART INC COM
+$2.7M
36,777
+91%
增持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$2.5M
37,716
+6%
建仓
SPIB
SPDR PORTFOLIO INTRMD
+$2.4M
74,349
增持
SPYV
SPDR PTF S&P 500 VALUE
+$2.4M
111,537
+63%
增持
WDAY
WORKDAY INC
+$2.3M
13,125
+118%
建仓
SHM
SPDR NUVEEN BLMBRG SH TM MUN
+$2.3M
48,562
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$2.3M
57,299
+339%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$2.2M
167,471
+12%
减持
ABBV
ABBVIE INC
-$2.0M
15,835
-47%
增持
UBER
UBER TECHNOLOGIES INC COM
+$1.9M
44,896
+150%
建仓
GNW
GENWORTH FINL INC COM CL A
+$1.9M
288,631
增持
NVDA
NVIDIA CORPORATION COM
+$1.8M
27,732
+1%
清仓
—
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
-$1.8M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS, INC.
+$1.8M
8,008
+26%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$1.8M
79,909
+37%
减持
SHY
ISHARES TR 1 3 YR TREAS BD
-$1.7M
2,789
-89%
增持
VEA
VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF
+$1.7M
258,772
+6%
增持
IWM
ISHARES RUSSELL 2000ETF
+$1.7M
14,991
+98%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$1.5M
51,742
+3%
减持
MS
MORGAN STANLEY
-$1.5M
27,908
-45%
增持
IUSB
ISHARES TR CORE TOTAL USD
+$1.5M
149,971
+21%
增持
KMB
KIMBERLY-CLARK CORPORATION
+$1.5M
14,928
+398%
增持
DKNG
DRAFTKINGS INC.
+$1.5M
49,083
+426%
增持
URI
UNITED RENTALS, INC.
+$1.3M
8,015
+9%
增持
JPM
JPMORGAN CHASE & CO COM
+$1.3M
44,285
+2%
建仓
—
CRH PLC ORD
+$1.2M
17,851
增持
VO
VANGUARD INDEX FDS MID CAP ETF
+$1.2M
39,271
+3%
增持
MELI
MERCADOLIBRE, INC.
+$1.1M
1,924
+29%
减持
IVV
ISHARES CORE S&P 500 ETF
+$1.1M
41,036
-4%
建仓
—
PROSHARES TR ULTRASHRT S&P500
+$1.1M
35,389
增持
INTC
INTELCORPCOM
+$1.0M
54,446
+13%
增持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
+$987.3K
56,047
+25%
清仓
—
METLIFE INC COM
-$963.2K
0
-100%
减持
TXN
TEXAS INSTRS INCCOM
-$944.4K
15,036
-32%
增持
V
VISA INCCOM CL A
+$914.6K
20,527
+7%
建仓
AKAM
AKAMAI TECHNOLOGIES INC COM
+$893.1K
7,546
清仓
DXJ
WISDOMTREE TR JAPN HEDGE EQT
-$873.5K
0
-100%
增持
CAT
CATERPILLARINCCOM
+$873.3K
10,963
+26%
减持
AMD
ADVANCED MICRO DEVICES, INC.
+$857.0K
23,172
-7%
建仓
IGSB
ISHARES TR ISHS 1-5YR INVS
+$838.3K
16,349
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$836.7K
8,614
+6%
清仓
GPRE
GREEN PLAINS INC
-$823.0K
0
-100%
增持
XLI
SELECTSECTOR SPDR TRSBI INT-INDS
+$809.8K
58,384
+1%
增持
UNH
UNITEDHEALTH GROUP NC COM
+$797.5K
20,361
+3%
减持
LMT
LOCKHEED MARTIN CORPCOM
-$772.2K
1,784
-54%
减持
FLOT
ISHARES:FLOATING RT BOND
-$758.8K
21,633
-41%
增持
ITOT
ISHARESTRCORE S&P TTL STK
+$736.8K
60,497
+2%
减持
PFF
ISHARES TR PFD AND INCM SEC
-$721.7K
35,813
-41%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$720.9K
37,905
-39%
建仓
—
TRANE TECHNOLOGIES PLC
+$715.4K
2,933
增持
CRM
SALESFORCE COM INC COM
+$707.3K
9,326
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$691.0K
181,739
+5%
清仓
EW
EDWARDS LIFESCIENCES CORPORATION
-$669.1K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS INT-TERM CORP
+$666.4K
26,405
+36%
清仓
XLRE
SELECT SECTOR SPDR TR RL EST SEL SEC
-$626.2K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP COM
+$619.7K
23,224
+30%
增持
DIA
SPDR DOW JONES INDUS AVG
+$585.5K
3,473
+60%
增持
HD
HOMEDEPOTINCCOM
+$571.8K
11,441
+2%
减持
BIL
SPDR BBG 1-3 MO T-BILL
-$560.0K
14,777
-29%
减持
TLT
ISHARES TR 20 YR TR BD ETF
-$549.2K
68,271
-17%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$538.5K
52,771
-0%
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
-$521.7K
18,853
-37%
增持
IUSV
ISHARES TR CORE S&P US VLU
+$521.4K
31,780
+11%
清仓
GNRC
GENERAC HOLDINGS INC.
-$514.3K
0
-100%
增持
UNP
UNION PAC CORPCOM
+$502.8K
11,030
+2%
清仓
—
PROSHARES TR ULTRAPRO SHT QQQ
-$484.6K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$475.1K
48,499
+1%
增持
GLD
SPDR GOLD TRGOLD SHS
+$470.9K
20,011
+2%
建仓
FTSM
FT ETF FIRST TR ENH
+$462.2K
7,748
减持
—
BLACKROCK INC COM
+$455.7K
2,763
-0%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$439.4K
74,500
+2%
增持
MRK
MERCK & CO INCCOM
+$436.0K
22,382
+15%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$435.7K
9,323
+1%
减持
IEFA
ISHARESTRCOREMSCI EAFE
+$434.3K
76,193
-0%
清仓
HYLB
DBXETFTRXTRACKUSDHIGH
-$427.4K
0
-100%
减持
COP
CONOCOPHILLIPS
-$414.9K
10,946
-22%
减持
HON
HONEYWELLINTLINCCOM
+$396.2K
16,911
-1%
减持
IWF
ISHARES RUS 1000 GRW ETF
+$386.1K
16,458
-5%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$374.6K
1,495
+102%
减持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
-$371.0K
86,080
-25%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$366.6K
6,618
+15%
建仓
PGX
INVESCO ETF TR II PFD ETF
+$353.5K
30,822
减持
CSCO
CISCO SYS INC COM
-$353.0K
43,505
-8%
建仓
PGR
PROGRESSIVE CORP COM
+$343.2K
2,155
增持
CCJ
CAMEO CORP COM
+$337.3K
35,137
+18%
增持
NVO
NOVO-NORDISK A S
+$337.2K
5,277
+130%
建仓
VPU
VANGUARD WORLD FDS UTILITIES ETF
+$336.4K
2,454
增持
MAR
MARRIOTT INTERNATIONAL, INC.
+$334.3K
9,981
+2%
增持
ISRG
INTUITIVE SURGICAL INC COM
+$334.2K
3,752
+18%
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
+$331.2K
62,211
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$326.6K
39,601
-12%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$322.9K
6,045
+0%
增持
NFLX
NETFLIX INCCOM
+$316.4K
1,911
+18%
增持
IWO
ISHARES RUS 2000 GRW ETF
+$315.6K
5,724
+14%
清仓
DHI
D R HORTON INC COM
-$314.7K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INCCL B
-$312.8K
10,326
-17%
减持
—
DESKTOP METAL, INC.
-$310.0K
316,820
-16%
减持
XOP
SPDR S&P OILGAS EXP
-$308.8K
2,585
-42%
增持
SHW
SHERWIN WILLIAMS COCOM
+$303.1K
5,233
+0%
减持
ABT
ABBOTT LABS COM
+$299.4K
26,628
-2%
建仓
TFI
SPDR NUVEEN BLMBRG MU
+$291.5K
6,203
建仓
EXPE
EXPEDIA GROUP INC COM
+$290.4K
1,913
建仓
AZO
AUTOZONE INC COM
+$281.8K
109
增持
IJR
ISHARESTRCORE S&P SCP ETF
+$277.1K
19,079
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$276.3K
16,069
+3%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
-$275.1K
12,441
-31%
清仓
IUSG
ISHARES TR CORE S&P US GWT
-$272.6K
0
-100%
建仓
FISV
FISERV INC COM
+$267.3K
2,012
增持
ADI
ANALOG DEVICES, INC.
+$265.6K
7,331
+8%
增持
—
SPOTIFY TECHNOLOGY SA
+$262.9K
3,658
+33%
建仓
CI
THE CIGNA GROUP COM
+$262.5K
877
建仓
FXL
FT ETF TECH ALPHADEX
+$262.0K
2,046
增持
SPGI
S&P GLOBAL INC.
+$255.6K
3,262
+1%
清仓
SE
SEA LTD SPONSORD ADS
-$254.9K
0
-100%
建仓
ECL
ECOLAB INC COM
+$251.6K
1,265
建仓
EFX
EQUIFAX INC COM
+$251.0K
1,015
增持
SHAK
SHAKE SHACK INC CL A
+$249.8K
11,862
+9%
清仓
—
EVERI HOLDINGS INC.
-$249.3K
0
-100%
建仓
EXPD
EXPEDITORS INTL WASH INC COM
+$246.6K
1,939
建仓
MCK
MCKESSON CORP COM
+$244.3K
527
建仓
ROST
ROSS STORES INC
+$244.1K
1,764
减持
IWD
ISHARES RUS 1000 VAL ETF
+$243.5K
30,008
-3%
清仓
PYPL
PAYPAL HLDGS INC
-$240.9K
0
-100%
建仓
LEN
LENNAR CORP CL A
+$239.9K
1,609
减持
TREX
TREX COMPANY, INC.
+$239.0K
16,993
-10%
减持
BMY
BRISTOL-MYERS SQUIBB COMPANY
-$238.7K
7,627
-30%
建仓
—
LAM RESEARCH CORP COM
+$235.6K
300
建仓
XHB
SPDR S&P HOMEBUILD
+$235.2K
2,459
减持
DVN
DEVON ENERGY CORPORATION
-$234.5K
28,412
-11%
