小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 30
增持 64
减持 44
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$36.2M
1,586,071
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$32.9M
29,171
+29%
增持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
+$10.4M
3,348,249
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
NVDA
NVIDIA CORPORATION COM
+$8.1M
24,185
-13%
减持
BA
BOEING CO COM
-$8.1M
8,249
-78%
减持
AAPL
APPLE INC COM
-$5.8M
155,984
-8%
增持
AMZN
AMAZON COM INC COM
+$4.9M
164,943
+1%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$4.1M
71,052
+2%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$3.9M
178,085
-4%
建仓
SHV
ISHARES:SH TRS BD ETF
+$3.5M
31,350
建仓
—
FIRST TR ENERGY INC & GR
+$3.1M
191,776
减持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
-$3.1M
16,511
-73%
增持
TLT
ISHARES TR 20 YR TR BD ETF
+$2.9M
102,267
+50%
减持
VTV
VANGUARD INDEX FDS VALUE ETF
+$2.9M
263,762
-2%
增持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$2.9M
40,274
+7%
减持
MSFT
MICROSOFT CORPCOM
+$2.7M
63,693
-0%
减持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
-$2.7M
17,773
-66%
减持
META
META PLATFORMS, INC.
+$2.7M
26,153
-7%
增持
XLE
SEL SECTOR:ENERGY SPDR
+$2.7M
55,504
+80%
增持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
+$2.5M
200,480
+1%
增持
QQQ
INVESCO QQQ TRUST 1
+$2.5M
26,804
+16%
减持
WDAY
WORKDAY INC
-$2.3M
4,815
-63%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.2M
41,531
+1%
清仓
ON
ON SEMICONDUCTOR CORPORATION
-$2.2M
0
-100%
减持
TSLA
TESLA INCCOM
-$2.2M
19,426
-14%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$2.2M
221,056
+32%
增持
FANG
DIAMONDBACK ENERGY, INC.
+$2.1M
48,462
+0%
减持
COST
COSTCO WHSL CORP NEW COM
-$2.0M
15,830
-21%
减持
—
SUPER MICRO COMPUTER INC COM
+$2.0M
2,829
-8%
减持
UNH
UNITEDHEALTH GROUP NC COM
-$2.0M
17,707
-13%
清仓
GNW
GENWORTH FINL INC COM CL A
-$1.9M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$1.9M
18,203
+13%
减持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$1.9M
191,517
-1%
清仓
IDEV
ISHARES TR CORE MSCI INTL
-$1.8M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS INT-TERM CORP
+$1.8M
49,525
+88%
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$1.7M
94,712
+19%
增持
ABBV
ABBVIE INC
+$1.7M
22,599
+43%
建仓
INDA
ISHARES:MSCI INDIA
+$1.7M
31,998
减持
UBER
UBER TECHNOLOGIES INC COM
-$1.6M
15,049
-66%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$1.5M
28,545
-50%
增持
IUSB
ISHARES TR CORE TOTAL USD
+$1.5M
183,497
+22%
增持
URI
UNITED RENTALS, INC.
+$1.4M
8,379
+5%
减持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
-$1.4M
37,080
-34%
增持
—
EXXON MOBIL CORP
+$1.4M
46,067
+17%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$1.3M
55,902
+15%
增持
VO
VANGUARD INDEX FDS MID CAP ETF
+$1.3M
41,931
+7%
增持
PSX
PHILLIPS66COM
+$1.3M
20,544
+35%
建仓
SO
THE SOUTHERN COMPANY
+$1.3M
17,954
减持
IEMG
ISHARES INC CORE MSCI EMKT
-$1.3M
20,594
-55%
减持
IEFA
ISHARESTRCOREMSCI EAFE
-$1.2M
56,009
-26%
减持
KMB
KIMBERLY-CLARK CORPORATION
-$1.2M
4,816
-68%
增持
FTSM
FT ETF FIRST TR ENH
+$1.2M
27,196
+251%
增持
XLK
SEL SECTOR SPDR TECHNOLOGY
+$1.1M
7,818
+214%
增持
WMT
WALMART INC COM
+$1.1M
114,913
+212%
增持
—
TRANE TECHNOLOGIES PLC
+$1.1M
6,046
+106%
增持
VB
VANGUARD INDEX FDS SMALL CP ETF
+$1.1M
52,951
+2%
清仓
—
PROSHARES TR ULTRASHRT S&P500
-$1.1M
0
-100%
增持
IWF
ISHARES RUS 1000 GRW ETF
+$1.0M
17,787
+8%
减持
SHM
SPDR NUVEEN BLMBRG SH TM MUN
-$1.0M
27,838
-43%
增持
DKNG
DRAFTKINGS INC.
+$992.2K
59,951
+22%
增持
XLP
SEL SECTOR:C STP SPDR
+$971.5K
22,427
+118%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$958.8K
15,458
+322%
建仓
VTIP
VANGUARD ST IPSI;ETF
+$951.8K
19,874
清仓
XLV
SEL SECTOR:H CARE SPDR
-$946.2K
0
-100%
增持
MRK
MERCK & CO INCCOM
+$913.9K
25,394
+13%
减持
AVGO
BROADCOM INC.
-$896.6K
6,639
-24%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$887.7K
6,356
+297%
建仓
SPHQ
INVESCO S&P 500 QUAL
+$837.9K
13,868
增持
CAT
CATERPILLARINCCOM
+$820.6K
11,086
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
-$805.1K
29,217
-26%
增持
IWD
ISHARES RUS 1000 VAL ETF
+$800.7K
32,157
+7%
减持
SLQD
ISHARES TR 0-5YR INVT GR CP
-$789.8K
92,203
-15%
建仓
IBB
ISHARES:BIOTECHNOLOGY
+$786.6K
5,732
建仓
OHI
OMEGA HEALTHCARE INVESTORS, INC.
+$778.4K
24,578
增持
GLD
SPDR GOLD TRGOLD SHS
+$777.0K
22,373
+12%
增持
V
VISA INCCOM CL A
+$750.6K
21,839
+6%
增持
MDY
SPDR S&P MIDCAP 400 ETF
+$748.4K
5,450
+21%
增持
IJH
ISHARESTRCORE S&P MCP ETF
+$744.3K
76,886
+443%
建仓
—
TENNESSEE VALLEY AUTHORITY
+$686.7K
31,241
清仓
AXP
AMERICAN EXPRESS COMPANY
-$684.4K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES, INC.
+$675.0K
22,665
-2%
增持
ET
ENERGY TRANSFER UNT
+$673.8K
174,193
+16%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$670.8K
117,201
+5%
减持
XLI
SELECTSECTOR SPDR TRSBI INT-INDS
+$669.3K
58,149
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
-$668.1K
162,828
-10%
增持
RSP
INVESCO S&P500 EWGHT
+$648.8K
35,909
+4%
增持
CHD
CHURCH & DWIGHT CO., INC.
+$623.5K
14,908
+51%
增持
ITOT
ISHARESTRCORE S&P TTL STK
+$620.6K
60,596
+0%
减持
IWB
ISHARES RUS 1000 ETF
-$616.6K
1,699
-60%
增持
MUB
ISHARESTRNATIONAL MUN ETF
+$614.2K
32,893
+22%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC.
-$613.0K
57,628
-2%
增持
VPU
VANGUARD WORLD FDS UTILITIES ETF
+$589.9K
6,497
+165%
建仓
WPC
W.P. CAREY INC.
+$564.5K
9,850
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$563.2K
8,617
+0%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$548.0K
2,607
+74%
建仓
—
TENNESSEE VALLEY AUTHORITY
+$539.6K
24,396
建仓
EPD
ENTERPRISE PRODUCTS PARTNERS UNT
+$533.3K
18,277
建仓
XAR
SPDR S&P AERO&DEF
+$532.6K
3,790
减持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
-$527.1K
4,115
-38%
增持
CBOE
CBOE GLOBAL MARKETS, INC.
+$516.1K
12,062
+27%
建仓
XLF
SEL SECTOR:FINL S SPDR
+$485.7K
11,530
建仓
BKLN
INVESCO SENIOR LOAN
+$483.6K
22,863
增持
JNJ
JOHNSON & JOHNSON COM
+$477.0K
23,133
+14%
建仓
IYH
ISHARES:US HLTHCR ETF
+$468.3K
7,566
减持
—
DISCOVER FINANCIAL SERVICES
-$467.4K
2,268
-67%
增持
VXUS
VANGUARD TOT I S;ETF
+$465.4K
33,528
+25%
建仓
RDNT
RADNET, INC.
+$455.3K
9,356
减持
FNDF
SCHWAB STRATEGIC T RSCHWB FDT INTLG
+$453.9K
244,373
-0%
增持
FEX
FIRST TR LRGE CP CORE ALPHA COM SHS
+$453.7K
9,821
+70%
清仓
EL
LAUDER ESTEE COS INCCL A
-$450.3K
0
-100%
增持
DIA
SPDR DOW JONES INDUS AVG
+$449.5K
4,417
+27%
增持
XBI
SPDR S&P BIOTECH
+$432.4K
9,152
+87%
建仓
VNQ
VANGUARD RE IDX;ETF
+$422.5K
4,885
减持
FPE
FIRSTTREXCHTRADEDFDIIIPFDSECSINCETF
-$419.7K
59,562
-31%
减持
IWM
ISHARES RUSSELL 2000ETF
-$416.5K
12,328
-18%
清仓
SCHX
SCHWAB STRATEGIC TRUS LRG CAP ETF
-$415.9K
0
-100%
增持
SHW
SHERWIN WILLIAMS COCOM
+$393.8K
5,833
+11%
建仓
CSX
CSX CORPORATION
+$371.1K
10,012
增持
SYK
STRYKER CORPORATION COM
+$366.1K
6,084
+1%
减持
HD
HOMEDEPOTINCCOM
+$361.3K
11,278
-1%
清仓
XOP
SPDR S&P OILGAS EXP
-$353.9K
0
-100%
减持
SHAK
SHAKE SHACK INC CL A
+$349.6K
11,812
-0%
增持
IWO
ISHARES RUS 2000 GRW ETF
+$348.5K
6,618
+16%
建仓
LQD
ISHARES:IBOXX $IG CORP
+$346.8K
3,184
建仓
VHT
VANGUARD HLTH CR IDX;ETF
+$341.1K
1,261
建仓
LIT
GLBL X LITH & BAT TECH
+$336.8K
7,437
建仓
CVS
CVS HEALTH CORPORATION
+$334.0K
4,187
清仓
CROX
CROCS, INC.
-$326.4K
0
-100%
增持
PFF
ISHARES TR PFD AND INCM SEC
+$319.8K
44,580
+24%
清仓
VIS
VANGUARD WORLD FDS INDUSTRIAL ETF
-$317.9K
0
-100%
减持
CSCO
CISCO SYS INC COM
-$317.1K
37,683
-13%
减持
ADBE
ADOBE SYSTEM SINCORPORATED COM
-$313.3K
1,700
-13%
建仓
RY
ROYAL BANK OF CANADA
+$311.2K
3,085
减持
BNDX
VANGUARDCHARLOTTE FDSINTL BD IDX ETF
-$310.8K
9,883
-39%
增持
LMT
LOCKHEED MARTIN CORPCOM
+$309.5K
2,458
+38%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$307.8K
36,754
+11%
建仓
GDX
VANECK:GOLD MINERS
+$307.3K
9,717
减持
—
CRH PLC ORD
+$296.1K
17,676
-1%
建仓
HIG
THE HARTFORD FINANCIAL SERVICES GROUP, INC.
+$291.2K
2,812
建仓
DG
DOLLAR GENERAL CORPORATION
+$285.7K
1,831
建仓
PWB
INVESCO LARGE CAP GROWTH
+$284.2K
3,183
增持
—
ASML HOLDING NV NY REGISTRY SHS
+$283.8K
729
+30%
建仓
AMLP
ALERIAN MLP
+$283.3K
5,970
清仓
AZO
AUTOZONE INC COM
-$281.8K
0
-100%
减持
TREX
TREX COMPANY, INC.
+$280.7K
16,918
-0%
增持
—
SPOTIFY TECHNOLOGY SA
+$279.5K
3,664
+0%
建仓
GBTC
GRAYSCALE BITCOIN TRUST (BTC)
+$277.1K
4,386
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$276.9K
8,640
-7%
增持
FIW
FRST TR:WATER
+$276.6K
9,525
+30%
减持
DIS
DISNEYWALTCOCOM
+$274.6K
11,686
-8%
