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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 29
增持 99
减持 19
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
SPYG
SPDR SERIES TRUST
+$34.3M
657,994
+133%
增持
SPYV
SPDR SERIES TRUST
+$31.7M
965,471
+139%
增持
AAPL
APPLE INC
+$22.9M
660,017
+24%
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
MSFT
MICROSOFT CORP
-$19.3M
237,139
+7%
增持
GOOG
ALPHABET INC
+$19.0M
185,690
+70%
增持
CAT
CATERPILLAR INC
+$18.7M
36,865
+185%
增持
BINC
BLACKROCK ETF TRUST II
+$17.9M
774,495
+83%
增持
SHV
ISHARES TR
+$17.2M
380,800
+69%
增持
VTV
VANGUARD INDEX FDS
+$16.5M
552,948
+15%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$15.7M
1,663,485
+22%
建仓
SPMB
SPDR SERIES TRUST
+$15.1M
672,888
增持
AMAT
APPLIED MATLS INC
+$14.7M
54,302
+260%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$13.7M
330,251
-5%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$13.6M
3,452,220
+3%
增持
SPTS
SPDR SERIES TRUST
+$13.5M
475,507
+3544%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$13.2M
279,158
增持
VXX
BARCLAYS BANK PLC
+$11.6M
339,602
+1477%
建仓
VTIP
VANGUARD MALVERN FDS
+$11.4M
227,808
增持
IEMG
ISHARES INC
+$11.2M
399,985
+61%
增持
AVEM
AMERICAN CENTY ETF TR
+$11.1M
321,765
+67%
增持
SPDW
SPDR INDEX SHS FDS
+$11.0M
341,282
+233%
建仓
MDYV
SPDR SERIES TRUST
+$11.0M
129,193
建仓
MDYG
SPDR SERIES TRUST
+$10.9M
113,731
增持
COST
COSTCO WHOLESALE CORPORATION
+$10.2M
26,213
+42%
减持
SOFI
SOFI TECHNOLOGIES INC
-$9.9M
571,672
-21%
增持
AVLV
AMERICAN CENTY ETF TR
+$9.8M
146,403
+464%
增持
DELL
DELL TECHNOLOGIES INC
+$9.7M
86,509
+144%
减持
FXO
FIRST TR EXCHANGE-TRADED FD
-$9.7M
6,872
-96%
增持
LLY
ELI LILLY & CO
+$9.7M
28,323
+86%
增持
DYNF
BLACKROCK ETF TRUST
+$9.6M
170,126
+3111%
增持
AVGO
BROADCOM INC
+$9.5M
141,104
+43%
增持
—
EXXON MOBIL CORP
+$9.5M
175,877
+4%
增持
IVV
ISHARES TR
+$9.5M
255,954
+11%
增持
BA
BOEING CO
+$9.2M
70,743
+213%
增持
—
ASML HLDG NV
+$9.0M
7,852
+516%
增持
ANET
ARISTA NETWORKS INC
+$9.0M
82,167
+869%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.7M
79,498
+108%
增持
META
META PLATFORMS INC
+$8.7M
80,683
+42%
增持
SPEM
SPDR INDEX SHS FDS
+$8.7M
297,721
+163%
增持
URI
UNITED RENTALS INC
+$8.6M
16,278
+301%
增持
PWR
QUANTA SVCS INC
+$8.5M
16,307
+1274%
增持
BIV
VANGUARD BD INDEX FDS
+$8.3M
175,367
+163%
减持
TSLA
TESLA INC
-$8.2M
99,602
-1%
增持
JNJ
JOHNSON & JOHNSON
+$8.1M
118,805
+18%
增持
DFIV
DIMENSIONAL ETF TRUST
+$7.8M
191,458
+320%
建仓
SPTI
SPDR SERIES TRUST
+$7.7M
268,510
建仓
STLD
STEEL DYNAMICS INC
+$7.6M
42,021
增持
IEFA
ISHARES TR
+$7.6M
566,224
+16%
增持
SCHR
SCHWAB STRATEGIC TR
+$7.5M
916,786
+50%
增持
VXUS
VANGUARD STAR FDS
+$7.4M
200,344
+88%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$7.3M
12,115
-86%
增持
SGOV
ISHARES TR
+$7.3M
101,468
+247%
减持
VHT
VANGUARD WORLD FD
-$7.2M
4,098
-86%
清仓
—
VICTORY PORTFOLIOS II
-$7.1M
0
-100%
增持
FTXL
FIRST TR EXCHANGE TRADED FD
+$7.0M
49,575
+2023%
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$6.8M
72,986
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$6.8M
320,149
+214%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$6.7M
148,944
增持
JBL
JABIL INC
+$6.6M
26,299
+1415%
增持
VNQ
VANGUARD INDEX FDS
+$6.6M
114,306
+183%
减持
INDY
ISHARES TR
-$6.5M
5,251
-96%
增持
CVX
CHEVRON CORPORATION
+$6.3M
69,933
+31%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$6.3M
10,589
增持
VST
VISTRA CORP
+$6.2M
44,216
+1578%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.2M
46,237
-21%
增持
MU
MICRON TECHNOLOGY INC
+$6.1M
36,984
+66%
增持
ITOT
ISHARES TR
+$6.1M
205,017
+32%
减持
FXR
FIRST TR EXCHANGE-TRADED FD
-$6.0M
21,261
-78%
增持
VOE
VANGUARD INDEX FDS
+$6.0M
195,010
+16%
建仓
JNK
SPDR SERIES TRUST
+$6.0M
62,765
增持
IWP
ISHARES TR
+$5.8M
83,724
+132%
增持
IVW
ISHARES TR
+$5.8M
76,553
+227%
减持
ICSH
ISHARES TR
-$5.8M
81,266
-58%
建仓
—
TRI POINTE HOMES INC
+$5.7M
123,017
建仓
EXPE
EXPEDIA GROUP INC
+$5.7M
24,828
建仓
AGZ
ISHARES TR
+$5.7M
52,232
增持
GS
GOLDMAN SACHS GROUP INC
+$5.7M
37,172
+27%
增持
ROST
ROSS STORES INC
+$5.6M
27,077
+1769%
增持
BAC
BANK AMERICA CORP
+$5.5M
285,813
+87%
增持
VUG
VANGUARD INDEX FDS
+$5.4M
284,069
+17%
减持
WFC
WELLS FARGO & CO
-$5.3M
112,831
-27%
增持
SUB
ISHARES TR
+$5.3M
65,274
+327%
增持
VBR
VANGUARD INDEX FDS
+$5.3M
215,831
+10%
增持
BAI
BLACKROCK ETF TRUST
+$5.2M
181,125
+731%
建仓
AVDV
AMERICAN CENTY ETF TR
+$5.2M
52,432
增持
GLW
CORNING INC
+$5.2M
52,492
+132%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$5.2M
207,803
-21%
增持
IUSB
ISHARES TR
+$5.1M
714,406
+19%
建仓
EMBJ
EMBRAER S.A.
+$5.0M
85,082
增持
STIP
ISHARES TR
+$5.0M
55,418
+652%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$5.0M
625,539
-27%
减持
HYG
ISHARES TR
-$5.0M
21,665
-74%
增持
SMH
VANECK ETF TRUST
+$4.9M
80,906
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.9M
774,716
+8%
建仓
CORO
BLACKROCK ETF TRUST
+$4.9M
151,170
增持
IWD
ISHARES TR
+$4.8M
84,490
+34%
增持
XLU
SELECT SECTOR SPDR TR
+$4.7M
807,393
+7%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.7M
344,553
+1%
清仓
—
CYBERARK SOFTWARE LTD
-$4.7M
0
-100%
增持
HOOD
ROBINHOOD MKTS INC
-$4.7M
133,566
+9%
清仓
ALB
ALBEMARLE CORP
-$4.6M
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$4.5M
127,920
建仓
IAUM
ISHARES GOLD TR
+$4.5M
96,840
减持
WPM
WHEATON PRECIOUS METALS CORP
-$4.5M
241,389
-22%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$4.5M
275,776
+154%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$4.5M
24,795
+895%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$4.5M
39,669
+51%
增持
XLI
SELECT SECTOR SPDR TR
+$4.4M
52,056
+100%
增持
SLYG
SPDR SERIES TRUST
+$4.4M
51,946
+662%
增持
COF
CAPITAL ONE FINL CORP
+$4.3M
60,926
+118%
增持
EOG
EOG RES INC
+$4.3M
38,903
+206%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$4.2M
120,664
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$4.2M
67,642
+2149%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.2M
147,764
+20%
增持
SPSB
SPDR SERIES TRUST
+$4.1M
383,975
+56%
建仓
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$4.1M
319,886
建仓
SSNC
SS&C TECH HLDGS
+$4.0M
59,710
增持
TDAQ
ETF OPPORTUNITIES TRUST
+$4.0M
216,655
+419%
增持
AEP
AMERICAN ELEC PWR CO INC
+$4.0M
56,953
+88%
增持
UUUU
ENERGY FUELS INC
+$3.9M
1,032,515
+1%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$3.9M
34,664
+530%
增持
PANW
PALO ALTO NETWORKS INC
+$3.9M
48,971
+130%
增持
—
TOTALENERGIES SE
+$3.9M
47,099
+737%
增持
IWM
ISHARES TR
+$3.9M
148,385
+11%
建仓
CTRA
COTERRA ENERGY INC
+$3.9M
109,802
增持
FTNT
FORTINET INC
+$3.8M
51,529
+961%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.8M
129,343
建仓
PVAL
PUTNAM ETF TRUST
+$3.8M
82,181
增持
VO
VANGUARD INDEX FDS
+$3.8M
127,839
+13%
增持
KLAC
KLA CORP
+$3.8M
3,053
+427%
增持
ABBV
ABBVIE INC
+$3.8M
89,029
+31%
增持
V
VISA INC
+$3.7M
66,563
+42%
减持
ISRG
INTUITIVE SURGICAL INC
-$3.7M
9,662
-33%
建仓
—
ASTRAZENECA PLC
+$3.7M
18,729
建仓
FITB
FIFTH THIRD BANCORP
+$3.7M
78,727
增持
SHLD
GLOBAL X FDS
+$3.7M
59,564
+598%
减持
IWN
ISHARES TR
-$3.6M
34,791
-38%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$3.6M
208,149
-18%
增持
XLE
SELECT SECTOR SPDR TR
+$3.6M
152,036
+19%
增持
WDC
WESTERN DIGITAL CORP
+$3.6M
14,106
+837%
建仓
OPER
ETF SER SOLUTIONS
+$3.5M
34,976
增持
VB
VANGUARD INDEX FDS
+$3.5M
110,082
+12%
增持
MCK
MCKESSON CORP
+$3.4M
5,603
+224%
增持
GEV
GE VERNOVA INC
+$3.4M
9,556
+27%
减持
FXZ
FIRST TR EXCHANGE-TRADED FD
-$3.4M
8,703
-86%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.4M
168,944
+36%
建仓
THRO
BLACKROCK ETF TRUST
+$3.4M
93,319
增持
MRK
MERCK & CO INC
+$3.4M
148,433
+8%
增持
VOT
VANGUARD INDEX FDS
+$3.3M
14,194
+1069%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$3.3M
50,281
+48%
