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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 17
增持 120
减持 7
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
+$28.1M
238,781
+34%
增持
VTV
VANGUARD INDEX FDS VALUE ETF
+$19.9M
389,593
+48%
增持
IEFA
ISHARESTRCOREMSCI EAFE
+$19.9M
331,044
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。
+491%
增持
MSFT
MICROSOFT CORPCOM
+$19.5M
103,509
+63%
增持
AAPL
APPLE INC COM
+$16.0M
203,192
+30%
增持
NVDA
NVIDIA CORPORATION COM
+$15.3M
300,549
+1143%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$12.4M
1,154,736
+3859%
增持
IWM
ISHARES RUSSELL 2000ETF
+$12.1M
72,288
+486%
增持
AMZN
AMAZON COM INC COM
+$11.8M
214,957
+30%
增持
IEMG
ISHARES INC CORE MSCI EMKT
+$10.0M
207,418
+907%
增持
AGG
ISHARES TR CORE US AGGBD ET
+$8.8M
128,202
+249%
增持
VEA
VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF
+$8.6M
423,051
+73%
增持
COST
COSTCO WHSL CORP NEW COM
+$8.0M
23,065
+46%
增持
CAT
CATERPILLARINCCOM
+$7.4M
34,456
+211%
增持
JPM
JPMORGAN CHASE & CO COM
+$7.2M
73,949
+90%
增持
IGSB
ISHARES TR ISHS 1-5YR INVS
+$6.7M
149,574
+733%
增持
LQD
ISHARES:IBOXX $IG CORP
+$6.4M
62,663
+1868%
增持
MUB
ISHARESTRNATIONAL MUN ETF
+$6.3M
92,269
+181%
增持
META
META PLATFORMS, INC.
+$6.1M
37,288
+43%
增持
WPM
WHEATON PRECIOUS METALS CORP COM
+$5.7M
307,938
+39%
增持
LLY
ELI LILLY AND COMPANY
+$5.7M
8,374
+244%
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$5.7M
142,295
+398%
增持
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS
+$5.6M
49,706
+23%
增持
IWF
ISHARES RUS 1000 GRW ETF
+$5.6M
31,727
+78%
增持
IEF
ISHARES 7-10 YR TRSY BD
+$5.5M
93,720
+169%
增持
NFLX
NETFLIX INCCOM
+$5.1M
8,932
+469%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC.
-$5.0M
0
-100%
增持
AVGO
BROADCOM INC.
+$4.3M
8,164
+23%
增持
BND
VANGUARDBD INDEX FDSTOTAL BND MRKT
+$4.3M
96,736
+161%
建仓
—
CYBERARK SOFTWARE LTD.
+$4.3M
15,620
增持
DKNG
DRAFTKINGS INC.
+$4.1M
178,913
+198%
增持
SPY
SPDR S&P 500 ETF TRTR UNIT
+$4.0M
75,573
+6%
增持
IWS
ISHARES RUS MDCP VAL ETF
+$4.0M
38,068
+679%
增持
—
EXXON MOBIL CORP
+$3.8M
79,342
+72%
增持
VWO
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
+$3.8M
241,764
+48%
增持
SPGI
S&P GLOBAL INC.
+$3.7M
11,423
+261%
增持
UNH
UNITEDHEALTH GROUP NC COM
+$3.7M
24,544
+39%
增持
WMT
WALMART INC COM
+$3.6M
156,271
+36%
增持
SCHV
SCHWAB STRATEGIC TR US LCAP VA ETF
+$3.6M
65,161
+295%
建仓
JNK
SPDR BBG HIGH YIELD BD
+$3.6M
37,834
减持
VEU
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US
-$3.4M
3,290,670
-2%
增持
SCHG
SCHWAB STRATEGIC TR US LCAP GR ETF
+$3.2M
48,223
+171%
增持
IWO
ISHARES RUS 2000 GRW ETF
+$3.2M
19,081
+188%
清仓
—
FIRST TR ENERGY INC & GR
-$3.1M
0
-100%
增持
GOOG
ALPHABETINCCAPSTKCLC
+$3.1M
39,653
+46%
增持
TLT
ISHARES TR 20 YR TR BD ETF
+$3.1M
139,439
+36%
增持
XLK
SEL SECTOR SPDR TECHNOLOGY
+$3.1M
20,744
+165%
增持
QQQ
INVESCO QQQ TRUST 1
+$2.9M
30,855
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
+$2.8M
24,766
+125%
增持
SO
THE SOUTHERN COMPANY
+$2.7M
51,017
+184%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$2.6M
25,303
+39%
增持
V
VISA INCCOM CL A
+$2.6M
33,145
+52%
增持
KO
COCA COLA CO COM
+$2.6M
84,074
+86%
增持
ORCL
ORACLE CORPORATION
+$2.6M
33,230
+95%
增持
BIV
VANGUARD BD INDEX FDS INTERMED TERM
+$2.6M
50,412
+211%
增持
IWD
ISHARES RUS 1000 VAL ETF
+$2.5M
47,588
+48%
建仓
XLV
SEL SECTOR:H CARE SPDR
+$2.5M
17,166
增持
ABBV
ABBVIE INC
+$2.5M
38,511
+70%
增持
SHW
SHERWIN WILLIAMS COCOM
+$2.4M
14,801
+154%
增持
CRM
SALESFORCE COM INC COM
+$2.3M
19,090
+123%
增持
ADI
ANALOG DEVICES, INC.
+$2.3M
16,558
+115%
建仓
IDEV
ISHARES:CR MSCI INTL DM
+$2.2M
34,079
增持
SPYG
SPDRSERTRPRTFLO S&P500 GW
+$2.2M
114,260
+21%
建仓
SPEM
GLOBAL MOFY METAVERSE LIMITED
+$2.2M
57,939
建仓
USFR
WISDOMTREE:FLT RATE TRS
+$2.2M
43,209
增持
PG
PROCTER AND GAMBLE CO COM
+$2.2M
34,080
+60%
增持
EFA
ISHARES TR MSCI EAFE ETF
+$2.1M
42,949
+178%
增持
IWP
ISHARES RUS MD CP GR ETF
+$2.1M
27,124
+242%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$2.1M
16,700
+93%
增持
HON
HONEYWELLINTLINCCOM
+$2.1M
26,417
+51%
增持
JNJ
JOHNSON & JOHNSON COM
+$2.0M
38,661
+67%
增持
MCD
MCDONALDS CORPCOM
+$1.9M
18,122
+89%
增持
MS
MORGAN STANLEY
+$1.9M
46,468
+68%
增持
HD
HOMEDEPOTINCCOM
+$1.8M
17,922
+59%
增持
ABT
ABBOTT LABS COM
+$1.8M
46,668
+71%
增持
MRK
MERCK & CO INCCOM
+$1.8M
41,116
+62%
增持
FANG
DIAMONDBACK ENERGY, INC.
+$1.7M
56,709
+17%
减持
VOE
VANGUARD INDEX FDS MCAPVLIDXVIP
-$1.7M
195,074
-3%
建仓
ISTB
ISHARES:CORE 1-5Y USD BD
+$1.7M
35,677
清仓
TREX
TREX COMPANY, INC.
-$1.7M
0
-100%
增持
NEE
NEXTERA ENERGY INCCOM
+$1.7M
68,595
+38%
增持
AMAT
APPLIEDMATLSINCCOM
+$1.7M
12,661
+98%
增持
XLF
SEL SECTOR:FINL S SPDR
+$1.6M
51,909
+350%
增持
TJX
TJX COS INC NEWCOM
+$1.6M
28,704
+90%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$1.6M
15,046
+137%
增持
UNP
UNION PAC CORPCOM
+$1.6M
18,642
+75%
增持
REGN
REGENERON PHARMACEUTICALS, INC.
+$1.6M
8,174
+12%
建仓
RF
REGIONS FINANCIAL CORPORATION
+$1.5M
74,859
增持
VCIT
VANGUARD SCOTTSDALE FDS INT-TERM CORP
+$1.5M
68,335
+38%
增持
—
LINDEPLCSHS
+$1.5M
7,807
+85%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.4M
42,542
+2%
增持
—
BLACKROCK INC COM
+$1.4M
4,846
+69%
增持
MA
MASTERCARD INCORPORATEDCL A
+$1.4M
7,896
+83%
建仓
AFL
AFLAC INCORPORATED
+$1.4M
15,171
增持
INTU
INTUIT INC.
+$1.4M
3,297
+163%
增持
VBR
VANGUARD INDEX FDS SM CP VAL ETF
-$1.3M
193,022
+1%
减持
VTI
VANGUARD INDEX FDS TOTAL STK MKT
-$1.3M
1,530,667
-3%
增持
—
CHUBBLIMITEDCOM
+$1.3M
14,012
+58%
建仓
EMB
ISHARES:JPM USD EM BD
+$1.3M
14,406
减持
INTC
INTELCORPCOM
-$1.3M
48,215
-23%
增持
ISRG
INTUITIVE SURGICAL INC COM
+$1.3M
6,062
+68%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$1.2M
12,750
+102%
增持
USIG
ISHARES:BRD USD IG CP BD
+$1.2M
31,885
+352%
建仓
KWEB
KRANESHS:CSI CHINA INTRT
+$1.2M
45,507
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$1.2M
16,743
+50%
增持
UPS
UNITED PARCEL SERVICE INCCL B
+$1.2M
20,243
+93%
增持
TMO
THERMO FISHER SCIENTIFICINCCOM
+$1.2M
4,714
+96%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$1.2M
145,032
+24%
增持
AMP
AMERIPRISE FINL INC COM
+$1.2M
6,237
+84%
增持
IWB
ISHARES RUS 1000 ETF
+$1.2M
5,585
+229%
增持
TSLA
TESLA INCCOM
+$1.2M
23,105
+19%
增持
COP
CONOCOPHILLIPS
+$1.2M
22,594
+101%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$1.1M
12,398
+72%
增持
PEP
PEPSICO INC COM
+$1.1M
17,558
+75%
增持
TXN
TEXAS INSTRS INCCOM
+$1.1M
17,971
+32%
增持
PLD
PROLOGIS INC COM
+$1.1M
20,525
+121%
增持
GDX
VANECK:GOLD MINERS
+$1.1M
41,097
+323%
增持
KBH
KB HOME
+$1.1M
18,527
+480%
建仓
JEF
JEFFERIES FINANCIAL GROUP INC.
+$1.1M
21,558
增持
AMGN
AMGEN INC COM
+$1.1M
6,137
+106%
增持
VBK
VANGUARD INDEX FDS SML CP GRW ETF
+$1.1M
8,544
+108%
增持
SBUX
STARBUCKS CORP COM
+$1.1M
32,482
+102%
增持
T
AT&TINCCOM
+$1.0M
109,107
+85%
减持
SHV
ISHARES:SH TRS BD ETF
-$1.0M
21,998
-30%
增持
PANW
PALO ALTO NETWORKS INC COM
+$1.0M
7,395
+42%
增持
ADBE
ADOBE SYSTEM SINCORPORATED COM
+$1.0M
3,357
+97%
建仓
IJK
ISHARES:S&P MC 400 GRO
+$1.0M
11,363
增持
ORLY
OREILLY AUTOMOTIVE INCCOM
+$982.4K
2,430
+73%
增持
BAC
BANK OF AMERICA CORPORATION
+$968.8K
42,722
+122%
建仓
FDX
FEDEX CORPORATION
+$935.9K
3,109
建仓
—
EATON CORPORATION PUBLIC LIMITED COMPANY
+$914.0K
2,915
增持
VO
VANGUARD INDEX FDS MID CAP ETF
+$894.6K
46,791
+12%
增持
BSX
BOSTON SCIENTIFIC CORPORATION
+$889.6K
25,454
+63%
增持
PH
PARKER-HANNIFIN CORP COM
+$871.0K
4,648
+75%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$862.1K
0
-100%
增持
WFC
WELLS FARGO & COMPANY
+$842.2K
22,764
+159%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$841.8K
9,406
+9%
清仓
SPHQ
INVESCO S&P 500 QUAL
-$837.9K
0
-100%
减持
SHM
SPDR NUVEEN BLMBRG SH TM MUN
-$822.6K
10,553
-62%
增持
GS
GOLDMANSACHSGROUPINCCOM
+$815.1K
2,861
+149%
增持
DIA
SPDR DOW JONES INDUS AVG
+$812.2K
6,564
+49%
增持
AEP
AMERICAN ELECTRIC POWER COMPANY, INC.
+$811.4K
19,919
+83%
清仓
AKAM
AKAMAI TECHNOLOGIES INC COM
-$809.4K
0
-100%
增持
RSP
INVESCO S&P500 EWGHT
+$784.3K
41,796
+16%
减持
NUE
NUCOR CORP COM
-$780.6K
1,845
-66%
增持
LYFT
LYFT INC CL A
+$771.0K
72,930
+448%
建仓
BKNG
BOOKING HOLDINGS INC.
+$763.3K
193
增持
DHR
DANAHERCORPORATIONCOM
+$755.0K
8,012
+60%
增持
RSG
REPUBLICSVCSINCCOM
+$749.6K
11,039
+51%
建仓
AXP
AMERICAN EXPRESS COMPANY
+$745.7K
3,221
