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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 113
减持 15
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC.
+$16.7M
255,400
+26%
增持
VOO
VANGUARD 500 IDX;ETF
+$16.7M
78,672
+58%
增持
META
META PLATFORMS, INC.
+$15.3M
59,486
+60%
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
IVV
ISHARES:CORE S&P 500
+$11.1M
59,541
+40%
减持
VEU
VANGUARD FTSE XUS;ETF
+$10.5M
3,229,808
-2%
增持
SPY
SPDR S&P 500
+$8.8M
86,929
+15%
增持
NFLX
NETFLIX, INC.
+$8.0M
19,784
+121%
建仓
SCHR
SCHWAB STR:IT US TR ETF
+$7.7M
152,209
增持
IJH
ISHARES:CORE S&P MD-CP
+$7.4M
192,078
+144%
增持
VTEB
VANGUARD TE BD I;ETF
+$6.0M
256,306
+80%
增持
AGG
ISHARES:CORE US AGG BD
+$5.9M
181,288
+41%
增持
VTV
VANGUARD VALUE ETF
+$5.4M
391,229
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC.
+$5.3M
33,826
+34%
增持
MSFT
MICROSOFT CORPORATION
+$4.9M
118,902
+15%
增持
WPM
WHEATON PRECIOUS METALS CORP.
+$4.9M
344,151
+12%
增持
REGN
REGENERON PHARMACEUTICALS, INC.
+$4.8M
12,782
+56%
增持
VEA
VANGUARD TAX-MANAGED INTLFD FTSE DEV MKT ETF
+$4.8M
486,177
+15%
增持
SCHP
SCHWAB STR:US TIPS
+$4.5M
104,177
+396%
增持
COST
COSTCO WHOLESALE CORPORATION
+$4.3M
26,930
+17%
增持
WMT
WALMART INC.
+$4.2M
183,563
+17%
增持
VCIT
VANGUARD INT CRP BD;ETF
+$4.2M
114,977
+68%
增持
SCHX
SCHWAB STR:US LG CAP ETF
+$3.9M
62,484
+1268%
增持
VO
VANGUARD MD-CP I;ETF
+$3.8M
57,602
+23%
建仓
SUN
SUNOCO UNT
+$3.8M
71,236
增持
VB
VANGUARD S-C ID;ETF
+$3.8M
68,510
+20%
增持
IWM
ISHARES:RUSS 2000 ETF
+$3.8M
83,539
+16%
增持
VIG
VANGUARD DIV A I;ETF
+$3.7M
32,687
+117%
增持
GM
GENERAL MOTORS COMPANY
+$3.6M
95,204
+580%
增持
MRK
MERCK & CO., INC.
+$3.6M
76,102
+85%
增持
IJR
ISHARES:CORE S&P SM-CP
+$3.5M
54,147
+107%
减持
VUG
VANGUARD GRO IDX;ETF
-$3.4M
223,916
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$3.4M
87,109
+18%
增持
CMG
CHIPOTLE MEXICAN GRILL, INC.
-$3.1M
1,201,421
+4%
增持
CBSH
COMMERCE BANCSHARES, INC.
+$3.1M
56,450
+1211%
增持
MUB
ISHARES:NATL MUNI BOND
+$3.1M
118,819
+29%
建仓
VXF
VANGUARD EXT MI;ETF
+$3.1M
16,804
增持
SPIB
SPDR INT TM CORP BOND ETF
+$3.0M
166,559
+110%
增持
ITOT
ISHARES:CORE S&P TOT USM
+$3.0M
78,202
+36%
增持
CAT
CATERPILLAR INC.
+$2.9M
36,884
+7%
增持
WES
WESTERN GAS EQUITY PARTNERS COM UNT
+$2.9M
91,568
+512%
增持
SPYV
SPDR PTF S&P 500 VALUE
+$2.9M
188,382
+30%
增持
IGSB
ISHARES:1-5 IG CORP BD
+$2.8M
198,769
+33%
增持
IEFA
ISHARES:CORE MSCI EAFE
+$2.8M
343,765
+4%
增持
SLQD
ISHARES:0-5 IG CORP BD
+$2.5M
137,494
+52%
清仓
SHV
ISHARES:SH TRS BD ETF
-$2.4M
0
-100%
建仓
FTEC
FIDELITY MSCI INFO TECH
+$2.4M
13,827
增持
SPYG
SPDR PTF S&P 500 GROWTH
+$2.4M
138,879
+22%
增持
URI
UNITED RENTALS, INC.
+$2.3M
10,654
+10%
增持
XLK
SEL SECTOR:TECH SPDR
+$2.3M
30,976
+49%
减持
—
SUPER MICRO COMPUTER, INC.
-$2.2M
490
-84%
增持
PFF
ISHARES:PREF AND INC SEC
+$2.2M
104,229
+164%
增持
WMB
THE WILLIAMS COMPANIES, INC.
+$2.2M
54,470
+638%
增持
AVGO
BROADCOM INC.
+$2.2M
88,578
+985%
增持
HD
THE HOME DEPOT, INC.
+$2.2M
20,574
+15%
增持
TSLA
TESLA, INC.
+$2.2M
25,745
+11%
增持
XLI
SEL SECTOR:INDUST SPDR
+$2.2M
71,925
+16%
增持
XLU
SEL SECTOR:UTIL SPDR
+$2.0M
39,838
+128%
增持
IEMG
ISHARES:CORE MSCI EMMKTS
+$2.0M
227,739
+10%
增持
XLV
SEL SECTOR:H CARE SPDR
+$1.9M
28,677
+67%
减持
LLY
ELI LILLY AND COMPANY
-$1.8M
6,484
-23%
增持
V
VISA INC.
+$1.8M
38,197
+15%
增持
TIP
ISHARES:TIPS BD ETF
+$1.8M
28,603
+118%
增持
QQQ
INVESCO QQQ TRUST 1
+$1.8M
33,884
+10%
增持
NEE
NEXTERA ENERGY, INC.
+$1.6M
76,454
+11%
增持
VCSH
VANGUARD ST CORP BD;ETF
+$1.6M
47,601
+69%
增持
ORCL
ORACLE CORPORATION
+$1.6M
36,834
+11%
增持
CEG
CONSTELLATION ENERGY CORPORATION.
+$1.6M
7,118
+428%
增持
IWF
ISHARES:RUSS 1000 GR
+$1.5M
34,888
+10%
减持
VTI
VANGUARD TSM IDX;ETF
+$1.5M
1,452,156
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$1.5M
14,001
+55%
增持
VSS
VANGUARD FTSEXUSSC;ETF
+$1.5M
15,706
+293%
增持
MELI
MERCADOLIBRE, INC.
+$1.5M
2,448
+13%
增持
GLD
SPDR GOLD
+$1.5M
27,513
+13%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
43,603
+13%
增持
SBUX
STARBUCKS CORPORATION
+$1.4M
39,906
+23%
增持
ABBV
ABBVIE INC.
+$1.3M
40,081
+4%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
+$1.3M
23,528
-4%
减持
DVN
DEVON ENERGY CORPORATION
-$1.2M
11,983
-67%
增持
VGT
VANGUARD INFOTCH IDX;ETF
+$1.2M
2,712
+334%
增持
MDY
SPDR S&P MIDCAP 400
+$1.2M
8,014
+28%
增持
MA
MASTERCARD INCORPORATED.
+$1.2M
9,470
+20%
增持
XLF
SEL SECTOR:FINL S SPDR
+$1.2M
73,375
+41%
减持
VBR
VANGUARD SC V I;ETF
+$1.2M
182,304
-6%
减持
SHW
THE SHERWIN-WILLIAMS COMPANY
+$1.1M
14,561
-2%
增持
—
EXXON MOBIL CORPORATION
+$1.1M
87,627
+10%
建仓
STPZ
PIMCO ETF:1-5 YR US TIPS
+$1.1M
21,440
增持
T
AT&T INC.
+$1.1M
145,506
+33%
建仓
LMBS
FT IV:LOW DUR OPPTYS
+$1.1M
22,295
增持
SCHB
SCHWAB STR:US BR MKT ETF
+$1.1M
22,240
+243%
清仓
BIL
SPDR BBG 1-3 MO T-BILL
-$1.1M
0
-100%
建仓
QUAL
ISHARES:MSCI USA QF
+$1.1M
5,889
增持
VWO
VANGUARD EM ST I;ETF
+$1.1M
243,048
+1%
建仓
DOV
DOVER CORPORATION
+$1.0M
5,445
增持
LMT
LOCKHEED MARTIN CORPORATION
+$1.0M
4,519
+30%
建仓
FHLC
FIDELITY MSCI HLTH CARE
+$1.0M
13,875
增持
SCHM
SCHWAB STR:US MD CP ETF
+$989.2K
23,178
+93%
建仓
LINE
LINEAGE, INC.
+$985.3K
12,510
增持
KO
THE COCA-COLA COMPANY
+$956.3K
87,752
+4%
减持
PSX
PHILLIPS 66
-$955.5K
19,863
-21%
减持
ITB
ISHARES:US HOME CONS ETF
-$937.4K
2,871
-78%
增持
ORLY
O'REILLY AUTOMOTIVE, INC.
+$936.9K
3,042
+25%
建仓
VCR
VANGUARD CNSMR DIS;ETF
+$916.8K
2,686
增持
CRWD
CROWDSTRIKE HOLDINGS, INC.
-$913.7K
9,593
+2%
建仓
—
ROYAL CARIBBEAN CRUISES LTD.
+$909.0K
5,114
增持
VYM
VANGUARD HI DV YLD;ETF
+$906.1K
65,517
+4%
增持
—
CHUBB LTD
+$899.9K
15,509
+11%
增持
SPGI
S&P GLOBAL INC.
+$898.7K
11,601
+2%
建仓
SPH
SUBURBAN PROPANE PARTNERS COM UNT
+$897.0K
50,000
增持
RSP
INVESCO S&P500 EWGHT
+$888.3K
43,283
+4%
增持
BX
BLACKSTONE INC.
+$870.2K
11,571
+59%
建仓
FNCL
FIDELITY MSCI FINANCIALS
+$863.8K
13,527
增持
ABT
ABBOTT LABORATORIES
+$845.9K
49,953
+7%
建仓
XLC
SEL SECTOR:COMM SVC SPDR
+$843.3K
9,328
增持
AMGN
AMGEN INC.
+$836.8K
8,548
+39%
增持
XLP
SEL SECTOR:C STP SPDR
+$807.0K
36,276
+26%
增持
DIS
THE WALT DISNEY COMPANY
+$799.4K
29,996
+43%
增持
VV
VANGUARD LG-CP I;ETF
+$798.6K
7,462
+59%
增持
AMZN
AMAZON.COM, INC.
-$791.5K
218,692
+2%
建仓
MINT
PIMCO ETF:ENH SM ACT ETF
+$791.2K
7,857
增持
IWD
ISHARES:RUSS 1000 VL ETF
+$787.4K
47,893
+1%
增持
AFL
AFLAC INCORPORATED
+$785.6K
19,146
+26%
减持
—
BLACKROCK, INC.
+$770.2K
4,829
-0%
增持
UPS
UNITED PARCEL SERVICE, INC.
+$762.7K
25,913
+28%
建仓
EIX
EDISON INTERNATIONAL
+$761.3K
8,741
增持
TMO
THERMO FISHER SCIENTIFIC INCORPORATED
+$745.3K
5,419
+15%
建仓
PPL
PPL CORPORATION
+$714.8K
21,487
减持
MCD
MCDONALD'S CORPORATION
+$712.9K
17,507
-3%
建仓
VDC
VANGUARD CNSMR STP;ETF
+$708.2K
3,222
增持
LOW
LOWE'S COMPANIES, INC.
+$706.8K
10,036
+10%
增持
FNDF
SCHWAB STR:FUND INTL EQ
+$706.8K
250,068
+2%
建仓
FDIS
FIDELITY MSCI CONS DISCR
+$692.0K
7,824
增持
PG
THE PROCTER & GAMBLE COMPANY
+$680.0K
36,377
+7%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$666.0K
16,847
+1%
增持
AXP
AMERICAN EXPRESS COMPANY
+$664.1K
5,199
+61%
增持
SO
THE SOUTHERN COMPANY
+$658.5K
51,185
+0%
增持
—
CYBERARK SOFTWARE LTD.
+$650.1K
16,875
+8%
增持
MS
MORGAN STANLEY
+$635.1K
49,418
+6%
增持
IDXX
IDEXX LABORATORIES, INC.
+$629.3K
2,532
+90%
增持
GE
GENERAL ELECTRIC COMPANY
+$620.3K
8,218
+40%
增持
FXO
FT ADEX:FINANCIALS ADEX
+$616.0K
19,975
+128%
增持
FPE
FT III:PFD SEC & INC
+$600.6K
84,296
+58%
增持
TXN
TEXAS INSTRUMENTS INCORPORATED
+$597.1K
19,814
+10%
减持
ISTB
ISHARES:CORE 1-5Y USD BD
-$590.2K
22,593
-37%
增持
PRF
INVESCO F R US 1K
+$573.4K
67,589
+18%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD.
+$556.0K
27,970
+13%
减持
PH
PARKER-HANNIFIN CORPORATION
+$553.5K
4,597
-1%
增持
VZ
VERIZON COMMUNICATIONS INC.
+$552.7K
49,311
+22%
增持
IEF
ISHARES:7-10 TRS BD
+$545.8K
95,013
+1%
增持
XLY
SEL SECTOR:C DSC SPDR
+$529.1K
5,101
+89%
增持
IWS
ISHARES:RUSS MC VAL
+$528.0K
38,747
+2%
