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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 102
减持 21
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
Vanguard TSM Idx;ETF
+$85.3M
1,648,443
+9%
增持
IVV
iShares:Core S&P 500
+$71.5M
186,655
+136%
增持
NVDA
NVIDIA CORPORATION
+$42.1M
602,850
+23%
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。
减持
SHV
iShares:Sh Trs Bd ETF
-$32.5M
292,466
-50%
增持
QQQ
Invesco QQQ Trust 1
+$32.4M
117,949
+69%
增持
MSFT
MICROSOFT CORPORATION
+$30.1M
185,451
+12%
增持
EFAV
iShares:MSCI MV EAFE MVF
+$29.1M
348,672
+13357%
增持
VOO
Vanguard 500 Idx;ETF
+$28.8M
137,724
+43%
增持
VEU
Vanguard FTSE xUS;ETF
+$28.0M
3,430,347
+3%
减持
QUAL
iShares:MSCI USA QF
-$24.9M
58,611
-72%
增持
BIL
SPDR Bbg 1-3 Mo T-Bill
+$23.0M
255,316
+5190%
增持
AAPL
APPLE INC.
+$22.2M
507,505
+38%
减持
DXJ
WisdomTree:Jpn Hdgd Eq
-$21.2M
31,047
-86%
增持
VUG
Vanguard Gro Idx;ETF
+$19.1M
237,854
+3%
增持
SPY
SPDR S&P 500
+$18.5M
142,948
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$18.0M
166,679
+35%
增持
TLT
iShares:20 Trs Bd ETF
+$15.7M
498,086
+60%
增持
BND
Vanguard Tot Bd;ETF
+$15.4M
288,362
+264%
增持
IEFA
iShares:Core MSCI EAFE
+$13.7M
454,759
+42%
增持
DIA
SPDR Dow Jones Indus Avg
+$13.3M
42,383
+226%
增持
AVGO
BROADCOM INC.
+$12.3M
103,163
+7%
增持
VCIT
Vanguard Int Crp Bd;ETF
+$11.5M
271,631
+102%
增持
NFLX
NETFLIX, INC.
+$11.0M
22,038
+11%
增持
AMZN
AMAZON.COM, INC.
+$10.9M
308,445
+3%
增持
META
Meta Platforms, Inc.
+$10.8M
60,791
+3%
增持
EWJ
iShares:MSCI Japan
+$10.7M
308,129
+70%
建仓
BBCA
JPMorgan:BB Canada ETF
+$9.5M
117,998
建仓
FXO
FT ADEX:Financials ADEX
+$9.1M
162,813
增持
VOE
Vanguard MC V I;ETF
+$9.0M
227,073
+28%
增持
VEA
Vanguard Dev Mkt;ETF
+$8.3M
650,132
+15%
增持
SPYG
SPDR Ptf S&P 500 Growth
+$8.2M
234,981
+33%
增持
GLD
SPDR Gold
+$8.2M
69,877
+54%
增持
FPE
FT III:Pfd Sec & Inc
+$8.1M
537,716
+554%
减持
UNH
UNITEDHEALTH GROUP INCORPORATED
-$8.0M
16,616
-34%
增持
SCHG
Schwab Str:US LC Gro ETF
+$7.4M
508,661
+70%
清仓
GMED
GLOBUS MEDICAL, INC.
-$7.2M
0
-100%
增持
BX
BLACKSTONE INC.
+$6.5M
60,681
+233%
增持
TSLA
TESLA, INC.
+$6.4M
43,142
+53%
增持
SCHC
Schwab Str:Intl SCEq ETF
+$6.1M
207,802
+171%
增持
PSLV
Sprott Physical Silver Tr USD
+$6.0M
606,451
+400%
增持
PHYS
Sprott Physical Gold Trust
+$5.9M
276,106
+532%
减持
CAT
CATERPILLAR INC.
-$5.8M
12,246
-62%
建仓
MGF
MFS Govt Markets Inc Tr
+$5.5M
1,778,753
增持
RSP
Invesco S&P500 EWght
+$5.5M
170,894
+16%
减持
EPI
WisdomTree:India Earns
-$5.1M
30,758
-79%
增持
KKR
KKR & CO. INC.
+$4.9M
50,324
+233%
增持
SCHB
Schwab Str:US Br Mkt ETF
+$4.9M
421,032
+77%
增持
JNJ
JOHNSON & JOHNSON
+$4.9M
96,363
+63%
增持
WMT
WALMART INC.
+$4.9M
248,793
+12%
增持
SPYV
SPDR Ptf S&P 500 Value
+$4.9M
326,462
+37%
增持
COF
CAPITAL ONE FINANCIAL CORPORATION
+$4.8M
26,077
+544%
减持
IEF
iShares:7-10 Trs Bd
-$4.7M
109,823
-31%
增持
ORCL
ORACLE CORPORATION
+$4.6M
46,641
+16%
增持
GOOG
ALPHABET INC.
+$4.6M
97,269
+20%
增持
BNY
THE BANK OF NEW YORK MELLON CORPORATION
+$4.3M
58,167
+400%
增持
IEMG
iShares:Core MSCI EmMkts
+$4.3M
253,143
+26%
增持
VYM
Vanguard Hi Dv Yld;ETF
+$4.3M
103,247
+41%
增持
VBR
Vanguard SC V I;ETF
+$4.2M
203,262
+6%
增持
SCHV
Schwab Str:US LC Val ETF
+$4.1M
188,606
+348%
减持
CRM
SALESFORCE, INC.
-$4.0M
16,532
-48%
增持
XLF
Sel Sector:Finl S SPDR
+$3.9M
204,878
+50%
增持
VO
Vanguard Md-Cp I;ETF
+$3.6M
86,019
+8%
增持
VWO
Vanguard EM St I;ETF
+$3.4M
343,821
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHINES CORPORATION
+$3.3M
57,063
+5%
增持
IJR
iShares:Core S&P Sm-Cp
+$3.3M
86,953
+47%
增持
XLK
Sel Sector:Tech SPDR
+$3.2M
45,036
+14%
增持
SPLV
Invesco S&P500 LowVl
+$3.2M
52,441
+547%
增持
T
AT&T INC.
+$3.2M
340,306
+44%
增持
VB
Vanguard S-C Id;ETF
+$3.1M
84,832
+10%
增持
ITA
iShares:US Aer&Def ETF
+$3.0M
24,199
+142%
减持
BIV
Vanguard Int-T B;ETF
-$3.0M
25,091
-61%
增持
AXP
AMERICAN EXPRESS COMPANY
+$2.6M
33,169
+12%
建仓
SRLN
SPDR Blackstone Sr Loan
+$2.6M
63,234
增持
CRWD
CROWDSTRIKE HOLDINGS, INC.
+$2.6M
12,694
+15%
减持
XLRE
Sel Sector:Rl Est SPDR
-$2.6M
18,363
-77%
增持
USMV
iShares:MSCI USA MVF
+$2.5M
63,936
+73%
增持
AMD
ADVANCED MICRO DEVICES, INC.
+$2.5M
43,925
+21%
增持
CEG
CONSTELLATION ENERGY CORPORATION.
+$2.5M
15,941
+20%
建仓
IDEV
iShares:Cr MSCI Intl DM
+$2.5M
32,363
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.4M
77,699
+312%
增持
PM
Philip Morris International Inc.
+$2.4M
29,060
+59%
减持
LMBS
FT IV:Low Dur Opptys
-$2.4M
121,814
-29%
减持
FANG
DIAMONDBACK ENERGY, INC.
-$2.4M
4,924
-74%
增持
ITOT
iShares:Core S&P Tot USM
+$2.3M
149,122
+2%
增持
GM
GENERAL MOTORS COMPANY
+$2.3M
217,249
+22%
增持
UUUU
ENERGY FUELS INCORPORATED
+$2.3M
1,026,663
+7%
增持
SCHX
Schwab Str:US Lg Cap ETF
+$2.3M
474,816
+13%
减持
CCJ
CAMECO CORPORATION
+$2.2M
121,259
-26%
建仓
DX
DYNEX CAPITAL, INC.
+$2.2M
179,078
增持
MELI
MERCADOLIBRE, INC.
+$2.2M
3,162
+2%
增持
MU
MICRON TECHNOLOGY, INC.
+$2.2M
21,507
+307%
增持
VOX
Vanguard Comm Indx;ETF
+$2.2M
17,089
+245%
增持
PDP
Invesco Dorsey Wright Mo
+$2.1M
208,491
+2%
增持
GE
GENERAL ELECTRIC COMPANY
+$2.1M
15,565
+67%
增持
VBK
Vanguard SC G Id;ETF
+$2.1M
18,563
+54%
减持
REGN
REGENERON PHARMACEUTICALS, INC.
-$2.1M
8,810
-17%
增持
HD
THE HOME DEPOT, INC.
+$2.1M
32,012
+22%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP.
+$2.1M
222,978
减持
FNDF
Schwab Str:Fund Intl Eq
-$2.1M
155,323
-32%
增持
FTCS
FT:Capital Strength
+$2.0M
39,054
+130%
建仓
AGNC
AGNC INVESTMENT CORP.
+$2.0M
212,461
增持
GS
THE GOLDMAN SACHS GROUP, INC.
+$1.9M
7,330
+23%
建仓
FBIO
FORTRESS BIOTECH, INC.
+$1.9M
1,015,844
增持
SOXX
iShares:Semiconductor
+$1.9M
9,513
+358%
建仓
IUSG
iShares:Core S&P US Gr
+$1.9M
12,406
建仓
ROBO
Robo Glbl Robots & Auto
+$1.8M
30,577
增持
CSCO
CISCO SYSTEMS, INC.
+$1.8M
118,021
+14%
增持
KYN
Kayne Anderson Enrgy Inf
+$1.8M
461,001
+44%
增持
FDL
FT:MS Dividend Leaders
+$1.7M
67,280
+164%
建仓
SCHH
Schwab Str:US REIT
+$1.7M
80,060
建仓
VTIP
Vanguard ST IPSI;ETF
+$1.7M
33,468
增持
BAC
BANK OF AMERICA CORPORATION
+$1.7M
125,447
+22%
减持
NLR
VanEck:Urnium & Nuclr
+$1.7M
57,217
-11%
清仓
—
DISCOVER FINANCIAL SERVICES
-$1.6M
0
-100%
建仓
XCXEX
MFS High Inc Muni
+$1.6M
456,700
建仓
ON
ON SEMICONDUCTOR CORPORATION
+$1.6M
30,865
清仓
USDU
WisdomTree:BBG USD Bull
-$1.6M
0
-100%
增持
IWM
iShares:Russ 2000 ETF
+$1.6M
63,422
+5%
减持
SBUX
STARBUCKS CORPORATION
-$1.6M
22,344
-40%
增持
SPIB
SPDR Ptf IT Corp Bond
+$1.6M
264,930
+20%
增持
IWO
iShares:Russ 2000 Gr
+$1.6M
37,303
+5%
建仓
BOTZ
Glbl X Rob & Art Intel
+$1.6M
47,750
增持
NOW
SERVICENOW, INC.
+$1.6M
3,128
+51%
增持
MOS
THE MOSAIC COMPANY
+$1.6M
150,290
+3%
减持
IWF
iShares:Russ 1000 Gr
+$1.6M
36,749
-6%
增持
DIS
THE WALT DISNEY COMPANY
+$1.5M
40,854
+14%
建仓
SRV
NXG Cushing Mdstrm Enrgy
+$1.5M
35,932
建仓
NCV
Vrts Convert & Income
+$1.5M
104,944
减持
DRIV
Glbl X Auto & Elct Vhcls
-$1.5M
10,677
-87%
增持
VXUS
Vanguard Tot I S;ETF
+$1.5M
69,975
+29%
增持
IYW
iShares:US Tech
+$1.5M
10,791
+271%
增持
SPHQ
Invesco S&P 500 Qual
+$1.5M
61,968
+39%
增持
EMB
iShares:JPM USD EM Bd
+$1.4M
47,018
+46%
建仓
B
BARRICK MINING CORPORATION
+$1.4M
67,369
增持
BA
THE BOEING COMPANY
+$1.4M
17,089
+32%
增持
XLV
Sel Sector:H Care SPDR
+$1.4M
21,369
+106%
增持
UBER
UBER TECHNOLOGIES, INC.
+$1.3M
42,114
+18%
增持
WFC
WELLS FARGO & COMPANY
+$1.3M
38,931
+55%
增持
SCHF
Schwab Str:Intl Eqty ETF
+$1.3M
280,304
+13%
建仓
FSK
FS KKR CAPITAL CORP.
+$1.3M
60,327
清仓
—
BARRICK GOLD CORPORATION
-$1.3M
0
-100%
减持
FDN
FT:DJ Internet Index Fd
+$1.3M
39,239
-6%
增持
IWP
iShares:Russ MC Gr
+$1.2M
24,691
+32%
减持
HACK
Amplify Cybersecurity
-$1.2M
7,990
-70%
建仓
APP
APPLOVIN CORPORATION
+$1.2M
3,472
增持
MSTR
MICROSTRATEGY INCORPORATED
+$1.2M
3,582
+340%
建仓
PSI
Invesco Semiconductors
+$1.2M
19,656
建仓
EZM
WisdomTree:US MidCp
+$1.2M
18,878
增持
ROK
ROCKWELL AUTOMATION, INC.
+$1.2M
6,530
+68%
增持
SMH
VanEck:Semiconductor
+$1.2M
5,867
+156%
