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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 34
增持 88
减持 22
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
SHV
iShares:Sh Trs Bd ETF
+$64.8M
586,507
增持
BRK/B
BERKSHIRE HATHAWAY INC.
+$59.7M
147,924
+251%
建仓
NEAR
iShares:Sh Dur Bd Act
+$36.6M
718,511
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
QUAL
iShares:MSCI USA QF
+$32.3M
208,691
+1001%
增持
XLU
Sel Sector:Util SPDR
+$27.0M
384,920
+765%
增持
MOAT
VanEck:MS Wide Moat
+$22.3M
259,028
+4809%
增持
DXJ
WisdomTree:Jpn Hdgd Eq
+$21.1M
224,707
+584%
建仓
PDP
Invesco Dorsey Wright Mo
+$20.5M
204,941
增持
TLT
iShares20Trs
+$20.2M
310,659
+236%
增持
RSP
Invesco S&P500 EWght
+$16.4M
147,266
+183%
增持
SPY
SPDR S&P 500
+$15.9M
125,348
+36%
增持
QQQ
Invesco QQQ Trust 1
+$13.5M
69,746
+85%
减持
CMG
CHIPOTLE MEXICAN GRILL, INC.
-$13.4M
36,569
-85%
增持
VTI
Vanguard TSM Idx;ETF
-$12.7M
1,517,901
+2%
增持
IAU
IShares:Gold Trust
+$12.3M
279,758
+233%
增持
IUSB
iShares:Core Tot USD Bd
+$12.3M
501,831
+109%
增持
EWJ
iShares:MSCI Japan
+$12.2M
181,196
+4481%
建仓
EMHY
iShares:JPM EM Hi Yld Bd
+$11.5M
301,221
建仓
XLG
Invesco S&P500 Top50
+$10.8M
234,925
增持
IJH
iShares:Core S&P Md-Cp
+$10.6M
391,386
+99%
增持
AAPL
APPLE INC.
+$10.2M
368,654
+29%
减持
VEU
Vanguard FTSE xUS;ETF
+$9.7M
3,340,457
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$8.3M
54,221
+132%
增持
FDN
FT:DJ Internet Index Fd
+$8.1M
41,879
+780%
减持
FANG
DIAMONDBACK ENERGY, INC.
-$8.0M
19,208
-72%
增持
JPM
JPMORGAN CHASE & CO.
+$7.7M
123,545
+31%
增持
AMZN
AMAZON.COM, INC.
+$7.7M
298,559
+33%
建仓
CDL
VictoryII:VShs US LC HD
+$7.5M
109,339
减持
IWM
iShares:Russ 2000 ETF
-$7.4M
60,565
-31%
增持
VHT
Vanguard Hlth Cr Idx;ETF
+$7.2M
29,311
+1345%
增持
IEF
iShares:7-10 Trs Bd
+$7.2M
159,268
+84%
增持
MSFT
MICROSOFT CORPORATION
+$7.2M
165,602
+27%
建仓
GMED
GLOBUS MEDICAL, INC.
+$7.2M
97,987
增持
LMBS
FT IV:Low Dur Opptys
+$7.1M
171,090
+528%
建仓
CFA
VictoryII:VShs US500 VW
+$7.0M
83,172
清仓
EXE
EXPAND ENERGY CORPORATION
-$6.9M
0
-100%
建仓
VFH
Vanguard Finl Indx;ETF
+$6.8M
57,280
增持
SCHR
Schwab Str:IT US Tr ETF
+$6.6M
584,327
+79%
增持
AGG
iShares:Core US Agg Bd
+$6.5M
247,123
+34%
建仓
INDY
iShares:India 50
+$6.4M
126,467
减持
VTEB
Vanguard TE Bd I;ETF
-$6.2M
152,736
-45%
减持
XLI
Sel Sector:Indust SPDR
-$6.2M
25,296
-65%
增持
NOBL
ProShares:S&P 500 Dv Art
+$6.0M
67,043
+722%
增持
FXR
FT ADEX:Ind/Prod Drbls
+$5.9M
96,844
+752%
增持
EFA
iShares:MSCI EAFE
+$5.8M
96,326
+258%
建仓
FXU
FT ADEX:Utilities ADEX
+$5.8M
140,529
增持
GLD
SPDR Gold
+$5.7M
45,396
+49%
减持
MUB
iShares:Natl Muni Bond
-$5.5M
75,411
-40%
增持
AVGO
BROADCOM INC.
-$5.5M
96,086
+3%
减持
IEFA
iShares:Core MSCI EAFE
-$5.4M
320,673
-24%
增持
EPI
WisdomTree:India Earns
+$5.3M
149,731
+453%
增持
ITOT
iShares:Core S&P Tot USM
+$5.1M
145,964
+48%
减持
URI
UNITED RENTALS, INC.
-$4.9M
4,062
-61%
建仓
NLR
VanEck:Urnium & Nuclr En
+$4.7M
64,291
增持
HYG
iShares:iBoxx $HY Corp
+$4.7M
76,225
+357%
增持
AXP
AMERICAN EXPRESS COMPANY
+$4.7M
29,500
+170%
增持
VTV
Vanguard Val Idx;ETF
+$4.5M
437,227
+4%
增持
VUG
Vanguard Gro Idx;ETF
-$4.5M
229,949
+5%
减持
WPM
Wheaton Precious Metals Corp.
+$4.5M
327,083
-12%
增持
IVV
iShares:Core S&P 500
+$4.5M
79,081
+16%
增持
SCHF
Schwab Str:Intl Eqty ETF
+$4.3M
247,187
+699%
建仓
ALB
ALBEMARLE CORPORATION
+$4.3M
59,826
增持
VEA
Vanguard Dev Mkt;ETF
+$4.2M
564,968
+10%
建仓
EQR
EQUITY RESIDENTIAL
+$4.2M
58,628
增持
VO
Vanguard Md-Cp I;ETF
+$4.1M
79,552
+27%
增持
ABBV
ABBVIE INC.
+$4.0M
59,446
+25%
减持
SCHV
Schwab Str:US LC Val ETF
-$3.9M
42,089
-78%
增持
NVDA
NVIDIA CORPORATION
-$3.9M
490,833
+15%
增持
VOO
Vanguard 500 Idx;ETF
+$3.8M
96,643
+14%
增持
BRO
BROWN & BROWN, INC.
+$3.7M
35,415
+404%
建仓
MODL
VictoryII:VShs WsEd USSc
+$3.5M
90,722
减持
VBR
Vanguard SC V I;ETF
-$3.5M
191,374
-3%
增持
GOOG
ALPHABET INC.
+$3.4M
81,307
+66%
增持
ROP
ROPER TECHNOLOGIES, INC.
+$3.3M
6,105
+1020%
增持
TSLA
TESLA, INC.
-$3.2M
28,282
+8%
增持
VGT
Vanguard InfoTch Idx;ETF
+$3.2M
9,414
+215%
增持
IWO
iShares:Russ 2000 Gr
+$3.2M
35,599
+74%
建仓
—
RENAISSANCERE HOLDINGS LTD.
+$3.1M
13,044
减持
CAT
CATERPILLAR INC.
-$3.1M
32,043
-15%
增持
SCHX
Schwab Str:US Lg Cap ETF
+$3.0M
421,012
+56%
建仓
FEZ
SPDR EURO STOXX 50
+$3.0M
54,698
增持
CDX
Simplify High Yield
+$3.0M
146,249
+733%
建仓
SPHQ
Invesco S&P 500 Qual
+$3.0M
44,607
增持
SCHB
Schwab Str:US Br Mkt ETF
+$2.9M
237,448
+147%
建仓
BMI
BADGER METER, INC.
+$2.8M
14,768
建仓
CORP
PIMCO ETF:Inv Gr Crp Bnd
+$2.8M
28,501
建仓
SCHC
Schwab Str:Intl SCEq ETF
+$2.8M
76,815
增持
AFL
AFLAC INCORPORATED
+$2.7M
42,447
+120%
增持
SO
THE SOUTHERN COMPANY
+$2.6M
80,214
+39%
增持
XLRE
Sel Sector:Rl Est SPDR
+$2.4M
79,386
+262%
建仓
WST
WEST PHARMACEUTICAL SERVICES, INC.
+$2.4M
10,834
增持
VNQ
Vanguard RE Idx;ETF
+$2.4M
38,297
+225%
增持
SCHD
Schwab Str:US Div Eq ETF
+$2.4M
389,231
+25%
增持
VWO
Vanguard EM St I;ETF
+$2.4M
300,852
+18%
增持
DIA
SPDR Dow Jones Indus Avg
+$2.4M
12,984
+79%
增持
TSM
Taiwan Semiconductor Manufacturing Co., Ltd.
+$2.3M
58,957
+57%
增持
CRM
SALESFORCE, INC.
+$2.3M
31,854
+70%
清仓
IDEV
iShares:Cr MSCI Intl DM
-$2.3M
0
-100%
建仓
CSL
CARLISLE COMPANIES INCORPORATED
+$2.3M
6,610
增持
VZ
VERIZON COMMUNICATIONS INC.
+$2.2M
110,656
+59%
增持
—
EXXON MOBIL CORPORATION
+$2.2M
129,378
+6%
建仓
SWK
STANLEY BLACK & DECKER, INC.
+$2.2M
28,750
建仓
PB
PROSPERITY BANCSHARES, INC.
+$2.2M
30,572
增持
MSA
MSA Safety Incorporated
+$2.1M
15,965
+1180%
减持
DKNG
DRAFTKINGS INC.
-$2.1M
60,491
-46%
增持
XLK
Sel Sector:Tech SPDR
+$2.1M
39,585
+52%
增持
KO
THE COCA-COLA COMPANY
+$2.1M
114,056
+17%
增持
ABT
ABBOTT LABORATORIES
+$2.1M
65,838
+12%
增持
WMT
WALMART INC.
+$1.9M
221,310
+15%
增持
JNJ
JOHNSON & JOHNSON
+$1.9M
59,211
+9%
建仓
HACK
Amplify Cybersecurity
+$1.9M
26,591
清仓
INDA
iShares MSCI India
-$1.9M
0
-100%
减持
XLV
Sel Sector:H Care SPDR
-$1.8M
10,386
-57%
建仓
HEZU
iShares:Curr Hgd Euro
+$1.8M
46,709
增持
CVX
CHEVRON CORPORATION
+$1.8M
36,079
+24%
增持
XLF
Sel Sector:Finl S SPDR
+$1.8M
136,283
+32%
增持
XLE
Sel Sector:Energy SPDR
+$1.8M
82,189
+19%
建仓
DRIV
Glbl X Auto & Elct Vhcls
+$1.7M
82,254
增持
EMB
iShares:JPM USD EM Bd
+$1.7M
32,109
+143%
增持
NFLX
NETFLIX, INC.
+$1.7M
19,837
+5%
建仓
HYLS
FT IV:Tact High Yield
+$1.6M
39,889
建仓
USDU
WisdomTree:BBG USD Bull
+$1.6M
59,015
增持
CSCO
CISCO SYSTEMS, INC.
+$1.5M
103,557
+26%
增持
GS
THE GOLDMAN SACHS GROUP, INC.
+$1.5M
5,954
+96%
增持
IGSB
iShares:1-5 IG Corp Bd
+$1.5M
257,948
+11%
建仓
HEFA
iShares:Curr Hgd EAFE
+$1.5M
40,786
增持
SUN
SUNOCO UNT
+$1.5M
93,180
+22%
减持
HON
HONEYWELL INTERNATIONAL INCORPORATION
-$1.5M
29,694
-14%
增持
XLC
Sel Sector:Comm Svc SPDR
+$1.4M
24,578
+155%
增持
EFG
iShares:MSCI EAFE Gro
+$1.4M
19,286
+232%
减持
BND
Vanguard Tot Bd;ETF
-$1.4M
79,175
-21%
增持
ORLY
O'Reilly Automotive, Inc.
+$1.4M
3,461
+14%
减持
IWS
iShares:Russ MC Val
-$1.4M
6,168
-63%
增持
SPYV
SPDR Ptf S&P 500 Value
+$1.3M
239,048
+12%
增持
UUUU
ENERGY FUELS INCORPORATED
-$1.2M
963,563
+2%
增持
MELI
MERCADOLIBRE, INC.
+$1.2M
3,105
+10%
减持
MRK
MERCK & CO., INC.
-$1.2M
100,173
-2%
增持
UBER
UBER TECHNOLOGIES, INC.
+$1.2M
35,793
+57%
减持
ACWV
iShares:MSCI Gl MV Fctr
-$1.2M
7,541
-61%
清仓
FXO
FT ADEX:Financials ADEX
-$1.2M
0
-100%
建仓
EEMV
iShares:MSCI EM MV F
+$1.2M
20,657
增持
CTAS
CINTAS CORPORATION
+$1.2M
7,555
+293%
减持
V
VISA INC.
+$1.2M
40,480
-2%
增持
GDX
VanEck:Gold Miners
+$1.2M
70,302
+15%
清仓
FISV
FISERV, INC.
-$1.1M
0
-100%
增持
IWD
iShares:Russ 1000 Vl ETF
+$1.1M
60,259
+9%
建仓
FICO
FAIR ISAAC CORPORATION
+$1.1M
606
清仓
VTIP
Vanguard ST IPSI;ETF
-$1.1M
0
-100%
建仓
SDOG
ALPS Sect Div Dogs
+$1.1M
18,618
减持
T
AT&T INC.
+$1.1M
236,709
-4%
