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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 99
增持 39
减持 11
清仓 1
方向
标的
Δ市值
现股数(环比)
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$86.4M
349,654
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$70.5M
1,301,813
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$62.6M
343,128
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。
建仓
PYLD
PIMCO ETF TR
+$58.1M
2,166,337
建仓
IBDY
ISHARES TR
+$48.7M
1,854,861
增持
IVV
ISHARES TR
+$41.6M
235,307
+26%
建仓
IBDX
ISHARES TR
+$36.9M
1,441,585
建仓
IBDW
ISHARES TR
+$36.9M
1,739,411
减持
VTI
VANGUARD INDEX FDS
+$36.6M
1,642,867
-0%
建仓
IBDV
ISHARES TR
+$34.4M
1,552,485
增持
AAPL
APPLE INC
+$34.3M
543,776
+7%
增持
TSLA
TESLA INC
+$29.1M
96,256
+123%
增持
NVDA
NVIDIA CORPORATION
+$24.7M
642,982
+7%
建仓
IBDU
ISHARES TR
+$23.7M
1,010,855
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$22.7M
349,590
建仓
AIQ
GLOBAL X FDS
+$22.1M
447,060
增持
IVE
ISHARES TR
+$21.6M
110,778
+1570%
增持
SMH
VANECK ETF TRUST
+$21.6M
71,074
+1111%
建仓
BINC
BLACKROCK ETF TRUST II
+$20.7M
388,586
增持
MSFT
MICROSOFT CORP
+$20.5M
217,696
+17%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$20.0M
526,182
建仓
IBDT
ISHARES TR
+$19.9M
779,796
建仓
FBND
FIDELITY MERRIMACK STR TR
+$18.3M
395,871
建仓
HOOD
ROBINHOOD MKTS INC
+$18.1M
126,646
减持
NEAR
ISHARES U S ETF TR
-$17.8M
360,560
-49%
建仓
VPLS
VANGUARD MALVERN FDS
+$17.6M
224,064
建仓
DIVO
AMPLIFY ETF TR
+$17.1M
383,062
建仓
SOFI
SOFI TECHNOLOGIES INC
+$16.5M
625,385
减持
BND
VANGUARD BD INDEX FDS
-$15.8M
72,735
-75%
建仓
AVDE
AMERICAN CENTY ETF TR
+$15.3M
194,126
增持
VOO
VANGUARD INDEX FDS
+$15.0M
152,583
+11%
建仓
VFLO
VICTORY PORTFOLIOS II
+$14.9M
397,777
建仓
IBDZ
ISHARES TR
+$13.8M
522,212
建仓
AVEM
AMERICAN CENTY ETF TR
+$13.4M
178,514
建仓
GPZ
VANECK ETF TRUST
+$13.3M
479,740
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$13.2M
260,640
建仓
ANGL
VANECK ETF TRUST
+$13.1M
440,385
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$13.0M
107,470
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.0M
227,244
建仓
NUGT
DIREXION SHS ETF TR
+$12.8M
83,000
减持
BIL
SPDR SERIES TRUST
-$12.7M
116,469
-54%
增持
VTV
VANGUARD INDEX FDS
+$12.4M
471,875
+11%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$11.9M
27,411
增持
AMZN
AMAZON COM INC
+$11.7M
361,407
+17%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$11.2M
194,634
增持
JPM
JPMORGAN CHASE & CO.
+$11.0M
187,952
+13%
建仓
DGRO
ISHARES TR
+$10.5M
154,103
增持
WPM
WHEATON PRECIOUS METALS CORP
+$10.0M
322,953
+11%
减持
UUUU
ENERGY FUELS INC
+$9.8M
1,022,784
-0%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$9.6M
142,590
建仓
AXSM
AXSOME THERAPEUTICS INC
+$9.4M
77,540
建仓
IBDS
ISHARES TR
+$9.4M
386,114
增持
GOOG
ALPHABET INC
+$9.4M
109,351
+12%
减持
BBCA
J P MORGAN EXCHANGE TRADED F
-$9.3M
2,744
-98%
增持
MSTR
STRATEGY INC
+$9.0M
32,296
+802%
建仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$8.7M
356,452
增持
SCHG
SCHWAB STRATEGIC TR
+$8.7M
736,795
+45%
减持
VOE
VANGUARD INDEX FDS
-$8.6M
165,838
-27%
增持
FTEC
FIDELITY COVINGTON TRUST
+$8.4M
52,513
+218%
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$8.3M
84,379
建仓
TSPY
ETF OPPORTUNITIES TRUST
+$8.3M
322,894
建仓
MLN
VANECK ETF TRUST
+$8.2M
470,845
建仓
IBDR
ISHARES TR
+$8.1M
333,054
增持
IJR
ISHARES TR
+$8.0M
147,692
+70%
增持
SPY
SPDR S&P 500 ETF TR
+$8.0M
145,005
+1%
建仓
JBBB
JANUS DETROIT STR TR
+$7.8M
161,968
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$7.7M
276,946
减持
EWJ
ISHARES INC
-$7.7M
192,255
-38%
建仓
FTWO
EA SERIES TRUST
+$7.7M
194,212
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$7.6M
370,020
建仓
SPSB
SPDR SERIES TRUST
+$7.6M
251,218
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$7.6M
1,098,461
建仓
COIN
COINBASE GLOBAL INC
+$7.6M
22,457
增持
GS
GOLDMAN SACHS GROUP INC
+$7.5M
15,991
+118%
建仓
—
VICTORY PORTFOLIOS II
+$7.5M
144,651
建仓
EXE
EXPAND ENERGY CORPORATION
+$7.4M
69,209
减持
SHV
ISHARES TR
-$7.4M
225,739
-23%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$7.3M
111,852
减持
USFR
WISDOMTREE TR
-$7.3M
116,310
-55%
建仓
SPYM
SPDR SERIES TRUST
+$7.2M
91,976
减持
VUG
VANGUARD INDEX FDS
+$7.2M
232,623
-2%
增持
IEFA
ISHARES TR
+$7.1M
516,313
+14%
建仓
CSHI
NEOS ETF TRUST
+$7.0M
139,916
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$6.9M
34,513
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$6.8M
134,131
建仓
TEM
TEMPUS AI INC
+$6.8M
84,356
增持
AVGO
BROADCOM INC
+$6.7M
106,599
+3%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$6.4M
112,852
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$6.3M
298,970
+43%
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$6.2M
51,805
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.2M
76,596
+74%
建仓
XLSR
SSGA ACTIVE TR
+$6.2M
103,205
增持
IWR
ISHARES TR
+$6.1M
68,014
+1365%
建仓
BITB
BITWISE BITCOIN ETF TR
+$6.1M
98,247
建仓
RTX
RTX CORPORATION
+$6.1M
36,234
建仓
JAAA
JANUS DETROIT STR TR
+$5.9M
115,320
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$5.7M
219,602
建仓
SPYI
NEOS ETF TRUST
+$5.6M
107,067
建仓
IQLT
ISHARES TR
+$5.5M
124,835
增持
IJS
ISHARES TR
+$5.4M
68,239
+221%
建仓
SCHJ
SCHWAB STRATEGIC TR
+$5.4M
216,246
增持
IJJ
ISHARES TR
+$5.4M
48,204
+579%
增持
GDX
VANECK ETF TRUST
+$5.4M
110,629
+86%
建仓
COWZ
PACER FDS TR
+$5.3M
92,861
建仓
UITB
VICTORY PORTFOLIOS II
+$5.3M
112,288
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$5.3M
59,603
增持
SMCI
SUPER MICRO COMPUTER INC
+$5.3M
116,682
+1633%
建仓
RBLX
ROBLOX CORP
+$5.2M
37,874
建仓
LUMN
LUMEN TECHNOLOGIES INC
+$5.2M
850,862
建仓
KBWY
INVESCO EXCH TRADED FD TR II
+$5.1M
318,063
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$5.1M
214,305
建仓
BSMS
INVESCO EXCH TRD SLF IDX FD
+$5.1M
216,358
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$5.0M
793,114
+31%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$5.0M
211,934
建仓
FMB
FIRST TR EXCH TRADED FD III
+$5.0M
98,006
建仓
VRT
VERTIV HOLDINGS CO
+$5.0M
32,844
增持
AGG
ISHARES TR
+$4.9M
287,893
+19%
增持
IJH
ISHARES TR
+$4.9M
440,158
+15%
建仓
HIMU
BLACKROCK ETF TRUST II
+$4.9M
99,218
建仓
VCRB
VANGUARD MALVERN FDS
+$4.9M
62,129
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$4.8M
187,609
建仓
GEV
GE VERNOVA INC
+$4.8M
7,867
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$4.6M
130,259
建仓
ICSH
ISHARES TR
+$4.6M
90,954
建仓
QYLD
GLOBAL X FDS
+$4.6M
268,639
建仓
QQQI
NEOS ETF TRUST
+$4.6M
84,216
增持
VB
VANGUARD INDEX FDS
+$4.5M
97,105
+14%
建仓
SHOP
SHOPIFY INC
+$4.5M
30,411
建仓
PAAA
PGIM ETF TR
+$4.5M
87,180
建仓
SILJ
AMPLIFY ETF TR
+$4.5M
194,000
增持
ORCL
ORACLE CORP
+$4.4M
52,058
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.4M
692,581
+7%
清仓
JNK
SPDR Bbg High Yield Bd
-$4.4M
0
-100%
建仓
PPTY
ETF SER SOLUTIONS
+$4.4M
141,814
建仓
EIPI
FIRST TR EXCHNG TRADED FD VI
+$4.4M
219,884
建仓
USTB
VICTORY PORTFOLIOS II
+$4.3M
84,983
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$4.3M
219,042
建仓
RWAY
RUNWAY GROWTH FINANCE CORP
+$4.3M
422,426
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$4.3M
112,221
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$4.3M
67,774
建仓
SGOV
ISHARES TR
+$4.2M
41,860
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.2M
317,625
+17%
建仓
BUG
GLOBAL X FDS
+$4.2M
118,396
增持
MRVL
MARVELL TECHNOLOGY INC
+$4.2M
55,790
+700%
增持
UEC
URANIUM ENERGY CORP
+$4.1M
619,996
+1%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$4.1M
374,677
+36%
增持
XLU
SELECT SECTOR SPDR TR
+$4.1M
382,861
+7%
建仓
CALF
PACER FDS TR
+$4.1M
93,492
建仓
CLSK
CLEANSPARK INC
+$4.0M
277,209
建仓
ETHA
ISHARES ETHEREUM TR
+$4.0M
126,045
