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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 88
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IBDZ
ISHARES TR
+$29.9M
1,657,455
+217%
增持
VTI
VANGUARD INDEX FDS
+$17.8M
1,661,237
+1%
增持
IWM
ISHARES TR
+$15.8M
133,688
+89%
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
GS
GOLDMAN SACHS GROUP INC
+$13.0M
29,312
+83%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$12.1M
3,339,132
+2%
建仓
RKT
ROCKET COS INC
+$10.9M
562,061
减持
COST
COSTCO WHSL CORP NEW
-$10.2M
18,417
-35%
增持
WFC
WELLS FARGO CO NEW
+$10.0M
153,516
+198%
减持
META
META PLATFORMS INC
-$9.6M
56,776
-11%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$9.6M
264,580
-24%
增持
NFLX
NETFLIX INC
-$9.5M
199,497
+749%
减持
IBDS
ISHARES TR
-$8.9M
20,805
-95%
减持
NEAR
ISHARES U S ETF TR
-$8.4M
198,159
-45%
减持
TLT
ISHARES TR
-$8.2M
371,503
-18%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$7.8M
855,109
+8%
减持
IBDR
ISHARES TR
-$7.6M
19,059
-94%
减持
GOOG
ALPHABET INC
+$7.6M
109,077
-0%
增持
VUG
VANGUARD INDEX FDS
+$7.1M
243,232
+5%
减持
IBDT
ISHARES TR
-$6.5M
528,351
-32%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$6.3M
129,002
减持
AAPL
APPLE INC
+$6.2M
531,978
-2%
增持
PYLD
PIMCO ETF TR
+$5.7M
2,382,094
+10%
增持
MSFT
MICROSOFT CORP
-$5.6M
221,500
+2%
增持
VO
VANGUARD INDEX FDS
+$5.5M
113,424
+22%
增持
ICSH
ISHARES TR
+$5.3M
195,202
+115%
增持
GLD
SPDR GOLD TR
+$5.2M
60,384
+14%
减持
ORCL
ORACLE CORP
-$5.1M
49,141
-6%
增持
LLY
ELI LILLY & CO
+$5.0M
15,249
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$4.6M
151,766
-14%
增持
MRK
MERCK & CO INC
+$4.5M
137,745
+15%
增持
IBB
ISHARES TR
+$4.2M
40,662
+124%
减持
RBLX
ROBLOX CORP
-$4.2M
12,639
-67%
减持
HOOD
ROBINHOOD MKTS INC
-$4.2M
123,087
-3%
增持
VOO
VANGUARD INDEX FDS
+$4.1M
155,474
+2%
增持
VTV
VANGUARD INDEX FDS
+$4.0M
481,837
+2%
增持
SPYG
SPDR SERIES TRUST
+$3.9M
281,920
+13%
增持
QQQI
NEOS ETF TRUST
+$3.8M
155,897
+85%
增持
MU
MICRON TECHNOLOGY INC
+$3.8M
22,281
+45%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$3.7M
63,029
+814%
减持
AXSM
AXSOME THERAPEUTICS INC
+$3.5M
70,628
-9%
建仓
SCYB
SCHWAB STRATEGIC TR
+$3.5M
130,589
增持
SPYI
NEOS ETF TRUST
+$3.4M
170,596
+59%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$3.3M
102,063
-54%
减持
USFR
WISDOMTREE TR
-$3.3M
50,599
-56%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.3M
716,748
+3%
增持
EXE
EXPAND ENERGY CORPORATION
+$3.3M
96,246
+39%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$3.2M
1,359,312
+4%
增持
BIL
SPDR SERIES TRUST
+$3.2M
152,425
+31%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.1M
72,437
-5%
清仓
BAX
BAXTER INTL INC
-$3.1M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.1M
626,200
+20%
增持
XBI
SPDR SERIES TRUST
+$3.0M
28,597
+541%
增持
SPY
SPDR S&P 500 ETF TR
+$3.0M
145,586
+0%
增持
LRCX
LAM RESEARCH CORP
+$3.0M
31,414
+74%
减持
VXX
BARCLAYS BANK PLC
-$2.9M
21,541
-80%
增持
SMH
VANECK ETF TRUST
+$2.9M
72,486
+2%
增持
EQT
EQT CORP
+$2.9M
66,904
+408%
增持
SPYV
SPDR SERIES TRUST
+$2.9M
403,443
+11%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$2.7M
419,308
+12%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$2.7M
78,876
增持
INTC
INTEL CORP
+$2.7M
119,915
+134%
增持
REGN
REGENERON PHARMACEUTICALS
+$2.7M
12,784
+0%
增持
MSTR
STRATEGY INC
-$2.7M
50,712
+57%
建仓
TGTX
TG THERAPEUTICS INC
+$2.7M
90,126
增持
JNJ
JOHNSON & JOHNSON
+$2.6M
101,026
+3%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$2.6M
72,048
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.6M
350,070
+10%
减持
AMZN
AMAZON COM INC
+$2.5M
354,731
-2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.5M
91,927
+154%
增持
USTB
VICTORY PORTFOLIOS II
+$2.5M
133,977
+58%
增持
TSLA
TESLA INC
+$2.4M
100,594
+5%
增持
SOFI
SOFI TECHNOLOGIES INC
+$2.4M
723,556
+16%
增持
COIN
COINBASE GLOBAL INC
-$2.4M
22,847
+2%
增持
APH
AMPHENOL CORP NEW
+$2.4M
39,616
+65%
增持
IBDY
ISHARES TR
+$2.4M
1,952,145
+5%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.4M
792,965
+8%
增持
ONEQ
FIDELITY COMWLTH TR
+$2.3M
32,666
+355%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$2.3M
34,946
增持
XLV
SELECT SECTOR SPDR TR
+$2.3M
41,845
+39%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
358,677
+31%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.2M
252,968
-15%
减持
NEE
NEXTERA ENERGY INC
-$2.2M
64,417
-34%
增持
SMCI
SUPER MICRO COMPUTER INC
-$2.2M
116,758
+0%
增持
TXN
TEXAS INSTRS INC
+$2.2M
38,452
+57%
增持
—
EXXON MOBIL CORP
+$2.2M
169,281
+5%
增持
IWO
ISHARES TR
+$2.1M
40,590
+18%
减持
DKNG
DRAFTKINGS INC NEW
-$2.0M
12,759
-80%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$2.0M
108,494
+193%
建仓
BIIB
BIOGEN INC
+$2.0M
11,139
建仓
BUXX
EA SERIES TRUST
+$1.9M
96,266
增持
BIV
VANGUARD BD INDEX FDS
+$1.9M
66,668
+60%
减持
IAU
ISHARES GOLD TR
+$1.9M
270,136
-2%
增持
IBDX
ISHARES TR
+$1.9M
1,521,738
+6%
增持
SLV
ISHARES SILVER TR
+$1.9M
74,580
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
123,301
+10%
清仓
CSW
CSW INDUSTRIALS INC
-$1.8M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$1.8M
112,802
+23%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.8M
193,898
-15%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
633,764
-1%
增持
HD
HOME DEPOT INC
-$1.8M
34,871
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.7M
25,059
-42%
增持
IBDW
ISHARES TR
+$1.7M
1,826,496
+5%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.7M
14,424
-0%
增持
AGG
ISHARES TR
+$1.7M
305,794
+6%
增持
IWF
ISHARES TR
+$1.7M
40,437
+8%
增持
BINC
BLACKROCK ETF TRUST II
+$1.7M
423,587
+9%
增持
COWZ
PACER FDS TR
+$1.7M
114,961
+24%
减持
MOS
MOSAIC CO NEW
-$1.6M
154,708
-0%
增持
AIQ
GLOBAL X FDS
+$1.6M
465,237
+4%
增持
CCJ
CAMECO CORP
+$1.6M
128,613
+6%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
35,467
+2%
清仓
VTIP
VANGUARD MALVERN FDS
-$1.5M
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.5M
428,567
+8%
减持
IVW
ISHARES TR
-$1.5M
23,444
-36%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.5M
204,706
+5%
增持
FTWO
EA SERIES TRUST
+$1.5M
225,541
+16%
增持
CHMI
CHERRY HILL MTG INVT CORP
+$1.5M
1,010,876
+106%
增持
TEM
TEMPUS AI INC
-$1.5M
90,619
+7%
减持
BITB
BITWISE BITCOIN ETF TR
-$1.4M
98,145
-0%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.4M
28,025
-47%
减持
FENY
FIDELITY COVINGTON TRUST
-$1.4M
23,242
-71%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.4M
192,458
+8%
减持
IEFA
ISHARES TR
-$1.4M
488,202
-5%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.4M
5,370
-84%
减持
LUMN
LUMEN TECHNOLOGIES INC
+$1.4M
849,517
-0%
增持
IWS
ISHARES TR
+$1.4M
17,317
+130%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.4M
287,068
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
188,270
+0%
减持
DIS
DISNEY WALT CO
-$1.4M
42,074
-22%
增持
EFAV
ISHARES TR
+$1.4M
371,659
+3%
减持
QYLD
GLOBAL X FDS
-$1.4M
181,998
-32%
减持
FAST
FASTENAL CO
-$1.4M
5,714
-82%
增持
CAT
CATERPILLAR INC
+$1.3M
12,934
+2%
增持
CSCO
CISCO SYS INC
+$1.3M
134,213
+2%
增持
PIM
PUTNAM MASTER INTER INCOME T
+$1.3M
592,051
+206%
减持
TAFI
AB ACTIVE ETFS INC
-$1.3M
78,627
-40%
减持
APP
APPLOVIN CORP
-$1.3M
2,098
-44%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.3M
43,961
-11%
减持
BX
BLACKSTONE INC
-$1.3M
58,526
-3%
增持
IGSB
ISHARES TR
+$1.3M
308,927
+9%
增持
IBDU
ISHARES TR
+$1.3M
1,068,563
+6%
减持
SGOV
ISHARES TR
-$1.3M
29,249
-30%
减持
VOX
VANGUARD WORLD FD
-$1.3M
10,481
-40%
减持
XLF
SELECT SECTOR SPDR TR
-$1.3M
126,416
-17%
建仓
FIGR
FIGURE TECHNOLOGY SOLUTIO
+$1.3M
30,686
减持
BOTZ
GLOBAL X FDS
-$1.2M
14,313
-71%
减持
CRM
SALESFORCE INC
-$1.2M
18,170
-29%
建仓
IWMI
NEOS ETF TRUST
+$1.2M
25,336
增持
AMGN
AMGEN INC
+$1.2M
15,418
+13%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.1M
18,641
+13%
