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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 39
增持 90
减持 20
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
CMG
CHIPOTLE MEXICAN GRILL, INC.
-$54.0M
251,958
-79%
增持
NVDA
NVIDIA CORPORATION
+$20.1M
425,192
+40%
增持
VTI
Vanguard TSM Idx;ETF
+$17.4M
1,483,150
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。
+2%
增持
AAPL
APPLE INC.
+$12.2M
286,408
+12%
增持
USFR
WisdomTree:Flt Rate Trs
+$11.7M
277,540
+508%
增持
VEU
Vanguard FTSE xUS;ETF
-$10.6M
3,359,902
+4%
增持
ET
ENERGY TRANSFER UNT
+$10.1M
685,525
+228%
增持
AMZN
AMAZON.COM, INC.
+$8.4M
223,937
+2%
增持
SCHD
Schwab Str:US Div Eq ETF
+$7.5M
311,603
+2466%
建仓
PDI
PIMCO Dynamic Income
+$7.4M
400,623
建仓
EXE
EXPAND ENERGY CORPORATION
+$6.9M
69,116
增持
AVGO
BROADCOM INC.
+$6.3M
92,877
+5%
增持
SYK
STRYKER CORPORATION
+$6.2M
24,456
+237%
减持
REGN
REGENERON PHARMACEUTICALS, INC.
-$5.9M
10,532
-18%
增持
CCJ
CAMECO CORPORATION
+$5.7M
150,172
+260%
增持
IVV
iShares Core S&P 500
+$5.6M
67,888
+14%
建仓
BLK
BLACKROCK, INC.
+$5.3M
5,213
增持
IWN
iShares Russ 2000 Vl ETF
+$5.2M
43,642
+267%
增持
GM
GENERAL MOTORS COMPANY
+$5.1M
175,867
+85%
建仓
UUUU
ENERGY FUELS INCORPORATED
+$4.8M
943,563
减持
TLT
iShares 20 Trs Bd ETF
-$4.6M
92,488
-29%
清仓
—
BLACKROCK, INC.
-$4.6M
0
-100%
建仓
DNN
Denison Mines Corp.
+$4.3M
2,379,247
增持
JPM
JPMORGAN CHASE & CO.
+$4.2M
94,276
+8%
增持
SPY
SPDR S&P 500
+$4.2M
92,247
+6%
增持
VOO
Vanguard 500 Idx;ETF
+$4.2M
85,085
+8%
建仓
NTR
Nutrien Ltd.
+$4.2M
92,511
建仓
IWY
iShares Russ Top 200 Gr
+$4.2M
17,675
建仓
UEC
URANIUM ENERGY CORP.
+$4.1M
612,496
建仓
KYN
Kayne Anderson Enrgy Inf
+$4.1M
319,433
增持
IAU
Ishares Gold Trust
+$3.9M
84,118
+1591%
增持
LLY
ELI LILLY AND COMPANY
+$3.9M
12,468
+92%
增持
TSLA
TESLA, INC.
+$3.8M
26,195
+2%
减持
VUG
Vanguard Gro Idx;ETF
+$3.8M
218,767
-2%
增持
MSFT
MICROSOFT CORPORATION
+$3.8M
130,425
+10%
建仓
DXJ
WisdomTree:Jpn Hdgd Eq
+$3.6M
32,850
建仓
MOS
THE MOSAIC COMPANY
+$3.6M
145,053
增持
BRK/B
BERKSHIRE HATHAWAY INC.
+$3.6M
42,185
+25%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS UNT
+$3.5M
142,400
+350%
建仓
SPDW
SPDR Ptf Dev World ex-US
+$3.5M
102,784
建仓
PBA
PEMBINA PIPELINE CORPORATION
+$3.1M
84,458
减持
DKNG
DRAFTKINGS INC.
-$3.0M
111,153
-39%
减持
IWS
iShares:Russ MC Val
-$3.0M
16,460
-58%
增持
—
EXXON MOBIL CORPORATION
+$2.9M
122,310
+40%
增持
ITOT
iShares:Core S&P Tot USM
+$2.9M
98,756
+26%
建仓
SCCO
SOUTHERN COPPER CORPORATION
+$2.9M
31,312
增持
IEFA
iShares Core MSCI EAFE
+$2.8M
422,118
+23%
减持
NFLX
NETFLIX, INC.
+$2.8M
18,885
-5%
增持
VTV
Vanguard Val Idx;ETF
+$2.7M
419,398
+7%
增持
QQQ
Invesco QQQ Trust 1
+$2.7M
37,607
+11%
增持
OKE
ONEOK, INC.
+$2.7M
30,838
+551%
增持
WMT
WALMART INC.
+$2.7M
193,080
+5%
建仓
SIL
Glbl X Silver Miners ETF
+$2.6M
80,857
增持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd.
+$2.6M
37,582
+34%
增持
TJX
THE TJX COMPANIES, INC.
+$2.6M
51,090
+66%
增持
VBR
Vanguard SC V I;ETF
+$2.5M
197,507
+8%
增持
V
VISA INC.
+$2.5M
41,139
+8%
增持
T
AT&T INC.
+$2.4M
246,712
+70%
增持
QUAL
iShares MSCI USA QF
+$2.3M
18,963
+222%
减持
—
SEABRIDGE GOLD INC.
-$2.3M
169,500
-32%
增持
VCSH
Vanguard ST Corp Bd;ETF
+$2.3M
77,660
+63%
增持
IUSB
iShares Core Tot USD Bd
+$2.2M
239,651
+30%
建仓
GEL
GENESIS ENERGY UNT
+$2.1M
210,497
增持
SCHP
Schwab Str:US TIPS
+$2.1M
297,062
+185%
建仓
—
FRONTLINE PLC
+$2.1M
145,142
建仓
DEI
DOUGLAS EMMETT, INC.
+$2.1M
109,456
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$2.0M
23,394
+67%
增持
CSCO
CISCO SYSTEMS, INC.
+$2.0M
82,275
+55%
增持
SPYG
SPDR Ptf S&P 500 Growth
+$2.0M
154,226
+11%
增持
IWF
iShares Russ 1000 Gr
+$2.0M
37,656
+8%
增持
SCHX
Schwab Str:US Lg Cap ETF
+$2.0M
269,602
+331%
增持
CVX
CHEVRON CORPORATION
+$2.0M
29,159
+92%
建仓
SU
SUNCOR ENERGY INC.
+$2.0M
55,476
增持
XLY
Sel Sector:C Dsc SPDR
+$2.0M
13,313
+161%
增持
WMB
THE WILLIAMS COMPANIES, INC.
+$1.9M
81,659
+50%
增持
AXP
AMERICAN EXPRESS COMPANY
+$1.8M
10,907
+110%
增持
BAC
BANK OF AMERICA CORPORATION
+$1.8M
80,126
+87%
增持
GOOG
ALPHABET INC.
+$1.8M
49,101
+8%
减持
EFA
iShares MSCI EAFE
-$1.8M
26,915
-41%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.7M
27,916
+4%
增持
XLF
Sel Sector:Finl S SPDR
+$1.7M
103,319
+41%
增持
HON
HONEYWELL INTERNATIONAL INCORPORATION
+$1.6M
34,347
+16%
增持
LNG
CHENIERE ENERGY, INC.
+$1.6M
12,463
+109%
增持
SCHG
Schwab Str:US LC Gro ETF
+$1.6M
242,120
+388%
增持
IGSB
iShares1-5 IG Corp Bd
+$1.5M
232,384
+17%
增持
MRK
MERCK & CO., INC.
+$1.5M
102,099
+34%
增持
QCOM
QUALCOMM INCORPORATED
+$1.5M
15,606
+191%
增持
EMR
EMERSON ELECTRIC CO.
+$1.5M
19,094
+136%
增持
GILD
GILEAD SCIENCES, INC.
+$1.5M
19,434
+392%
建仓
COPX
Glbl X Copper Miners ETF
+$1.5M
37,500
建仓
URA
Glbl X Uranium ETF
+$1.4M
52,554
建仓
CVE
Cenovus Energy Inc.
+$1.4M
92,501
增持
USB
U.S. BANCORP
+$1.4M
33,841
+549%
增持
BN
Brookfield Corporation
+$1.4M
27,508
+622%
增持
RSP
Invesco S&P500 EWght
+$1.4M
51,983
+20%
减持
IEF
iShares 7-10 Trs Bd
-$1.3M
86,469
-9%
增持
VO
Vanguard Md-Cp I;ETF
+$1.3M
62,524
+9%
减持
SHW
THE SHERWIN-WILLIAMS COMPANY
-$1.3M
12,483
-14%
增持
USMV
iShares:MSCI USA MVF
+$1.3M
30,159
+101%
建仓
ACWI
iShares MSCI ACWI
+$1.3M
10,932
减持
FNDF
Schwab Str:Fund Intl Eq
-$1.3M
243,335
-3%
减持
PLD
PROLOGIS, INC.
-$1.2M
13,549
-36%
增持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$1.2M
24,729
+5%
建仓
HMY
Harmony Gold Mining Company Limited
+$1.2M
150,136
增持
MET
METLIFE, INC.
+$1.2M
20,149
+297%
增持
—
DISCOVER FINANCIAL SERVICES
+$1.2M
9,432
+225%
建仓
EPI
WisdomTree:India Earns
+$1.2M
27,061
减持
EWJ
iShares MSCI Japan
-$1.2M
3,955
-81%
建仓
MUR
MURPHY OIL CORPORATION
+$1.2M
40,091
增持
O
REALTY INCOME CORPORATION
+$1.2M
33,811
+260%
减持
URI
UNITED RENTALS, INC.
-$1.2M
10,535
-1%
减持
AMT
AMERICAN TOWER CORPORATION
-$1.2M
9,526
-25%
增持
MA
MASTERCARD INCORPORATED.
+$1.2M
11,135
+18%
增持
—
EATON CORPORATION PUBLIC LIMITED COMPANY
+$1.2M
6,666
+113%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$1.2M
8,427
+28%
增持
VEA
Vanguard Dev Mkt;ETF
-$1.2M
512,606
+5%
增持
PFE
PFIZER INC.
+$1.2M
78,145
+148%
增持
IEMG
iShares Core MSCI EmMkts
-$1.1M
228,424
+0%
增持
IWD
iShares Russ 1000 Vl ETF
+$1.1M
55,204
+15%
建仓
FRT
FEDERAL REALTY INVESTMENT TRUST
+$1.1M
10,059
建仓
TSCO
TRACTOR SUPPLY COMPANY
+$1.1M
21,095
建仓
—
DHT HOLDINGS, INC.
+$1.1M
118,327
增持
DE
DEERE & COMPANY
+$1.1M
6,752
+59%
减持
XLV
Sel Sector H Care SPDR
-$1.1M
24,328
-15%
建仓
AJG
ARTHUR J. GALLAGHER & CO.
+$1.1M
3,722
增持
HD
THE HOME DEPOT, INC.
+$1.0M
24,129
+17%
增持
IWM
iShares Russ 2000 ETF
+$1.0M
88,243
+6%
减持
MS
MORGAN STANLEY
+$1.0M
49,065
-1%
增持
ADP
AUTOMATIC DATA PROCESSING, INC.
+$1.0M
19,349
+15%
减持
CRM
SALESFORCE, INC.
+$990.7K
18,699
-3%
建仓
ENB
Enbridge Inc.
+$982.1K
23,146
建仓
PSLV
Sprott Physical Silver Tr USD
+$979.0K
101,450
建仓
PAA
PLAINS ALL AMERICAN PIPELINE UNT
+$977.5K
57,229
增持
ABT
ABBOTT LABORATORIES
+$971.4K
58,939
+18%
建仓
XGDVX
Gabelli Div & Inc
+$970.2K
40,174
增持
AMD
ADVANCED MICRO DEVICES, INC.
-$962.9K
35,860
+11%
增持
PM
Philip Morris International Inc.
+$961.1K
18,731
+74%
增持
APO
APOLLO GLOBAL MANAGEMENT, INC.
+$957.8K
7,792
+196%
增持
SPYV
SPDR Ptf S&P 500 Value
+$938.2K
213,064
+13%
建仓
—
LyondellBasell Industries NV
+$937.9K
12,628
减持
XLK
Sel Sector:Tech SPDR
-$930.0K
26,076
-16%
增持
DIS
THE WALT DISNEY COMPANY
+$927.5K
34,099
+14%
增持
BX
BLACKSTONE INC.
+$904.4K
15,522
+34%
建仓
NOV
NOV INC.
+$872.7K
59,777
建仓
VMI
VALMONT INDUSTRIES, INC.
+$869.5K
2,830
增持
WBD
WARNER BROS. DISCOVERY, INC.
+$867.4K
112,631
+188%
增持
PEP
PEPSICO, INC.
+$859.3K
26,110
+42%
增持
KMI
KINDER MORGAN, INC.
+$837.2K
39,435
+258%
建仓
ARCC
ARES CAPITAL CORPORATION.
+$830.3K
37,931
建仓
NOBL
ProShares S&P 500 Dv Art
+$812.1K
8,158
