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SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
报告期 2026-03-31 · CIK 0001766995
持仓数
108
前50大市值合计
$398.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 110 项
建仓 12
增持 30
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$4.9M
381,098
+6%
建仓
KMLM
KRANESHARES TR
+$4.8M
161,416
减持
DBMF
LITMAN GREGORY FDS TR
-$3.4M
319,339
-21%
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
GLTR
ABRDN PRECIOUS METALS BASKET
+$3.3M
124,463
+39%
增持
IWD
ISHARES TR
+$2.4M
70,340
+29%
增持
MGC
VANGUARD WORLD FD
+$2.4M
183,703
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.3M
434,224
+10%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.0M
436,630
+8%
清仓
DBP
INVESCO DB MULTI-SECTOR COMM
-$1.7M
0
-100%
增持
EFA
ISHARES TR
+$1.6M
116,407
+13%
减持
—
FORGEROCK INC
-$1.6M
24,007
-73%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.4M
391,955
+13%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.4M
38,859
+510%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$1.2M
52,458
增持
MUB
ISHARES TR
+$988.2K
55,383
+17%
增持
SCHA
SCHWAB STRATEGIC TR
+$883.9K
212,933
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$841.2K
14,947
+8%
增持
EEM
ISHARES TR
+$818.5K
117,246
+17%
增持
IWM
ISHARES TR
+$743.5K
29,838
+14%
增持
TSLA
TESLA INC
+$730.0K
4,488
+175%
增持
—
APOLLO SR FLOATING RATE FD I
+$694.4K
74,530
+272%
增持
IWF
ISHARES TR
+$628.4K
12,843
+10%
减持
HYEM
VANECK ETF TRUST
-$565.7K
72,491
-31%
建仓
MRK
MERCK & CO INC
+$506.3K
4,759
减持
VTEB
VANGUARD MUN BD FDS
-$489.0K
128,630
-9%
增持
AGG
ISHARES TR
+$478.1K
40,860
+10%
建仓
SCHW
SCHWAB CHARLES CORP
+$464.3K
8,864
减持
AAPL
APPLE INC
+$437.4K
18,517
-8%
减持
SJNK
SPDR SER TR
-$392.6K
36,046
-32%
减持
MUNI
PIMCO ETF TR
-$383.0K
14,774
-34%
建仓
—
PIONEER NAT RES CO
+$371.5K
1,819
减持
FALN
ISHARES TR
-$365.7K
32,168
-33%
清仓
LEGN
LEGEND BIOTECH CORP
-$355.6K
0
-100%
建仓
COHR
COHERENT CORP
+$350.0K
9,192
减持
JPM
JPMORGAN CHASE & CO
-$348.4K
11,898
-16%
减持
LQDT
LIQUIDITY SVCS INC
-$327.3K
28,155
-43%
清仓
VTI
VANGUARD INDEX FDS
-$325.0K
0
-100%
减持
MRNA
MODERNA INC
-$314.5K
2,118
-41%
减持
JETS
ETF SER SOLUTIONS
-$300.7K
19,399
-50%
减持
IFRA
ISHARES TR
-$299.1K
10,419
-45%
减持
PFSI
PENNYMAC FINL SVCS INC NEW
-$291.9K
7,725
-42%
建仓
—
PACWEST BANCORP DEL
+$291.2K
29,930
建仓
ENPH
ENPHASE ENERGY INC
+$290.6K
1,382
减持
SKOR
FLEXSHARES TR
-$280.6K
5,159
-54%
减持
IR
INGERSOLL RAND INC
-$276.9K
8,284
-43%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$276.7K
162
清仓
VST
VISTRA CORP
-$271.1K
0
-100%
减持
PRU
PRUDENTIAL FINL INC
-$265.8K
3,235
-40%
清仓
—
BLUEPRINT MEDICINES CORP
-$262.3K
0
-100%
建仓
NOW
SERVICENOW INC
+$258.8K
557
增持
SCHB
SCHWAB STRATEGIC TR
+$257.6K
78,308
+1%
减持
TMUS
T-MOBILE US INC
-$253.6K
2,176
-46%
减持
EA
ELECTRONIC ARTS INC
-$248.0K
2,411
-45%
减持
HYD
VANECK ETF TRUST
-$246.8K
3,958
-56%
减持
NVDA
NVIDIA CORPORATION
+$243.8K
3,012
-26%
建仓
WMT
WALMART INC
+$243.3K
1,650
清仓
LDOS
LEIDOS HOLDINGS INC
-$239.6K
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$229.8K
0
-100%
减持
MSFT
MICROSOFT CORP
+$228.3K
7,623
-7%
清仓
VXUS
VANGUARD STAR FDS
-$223.9K
0
-100%
减持
HD
HOME DEPOT INC
-$220.6K
2,370
-19%
减持
SBUX
STARBUCKS CORP
-$219.6K
3,359
-41%
建仓
CPER
UNITED STS COMMODITY INDEX F
+$215.1K
8,623
减持
SRPT
SAREPTA THERAPEUTICS INC
-$207.7K
3,986
-32%
清仓
BROS
DUTCH BROS INC
-$205.0K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$203.5K
12,057
-47%
减持
PFE
PFIZER INC
-$202.1K
8,409
-21%
减持
MA
MASTERCARD INCORPORATED
-$194.3K
962
-38%
增持
HYGV
FLEXSHARES TR
+$189.1K
21,321
+25%
减持
BIV
VANGUARD BD INDEX FDS
-$184.9K
264,253
-4%
减持
ET
ENERGY TRANSFER L P
-$182.4K
34,421
-33%
减持
EL
LAUDER ESTEE COS INC
-$173.1K
1,012
-41%
减持
V
VISA INC
-$158.9K
2,903
-26%
减持
VCTR
VICTORY CAP HLDGS INC
-$157.7K
8,099
-45%
减持
MLN
VANECK ETF TRUST
-$154.7K
67,168
-14%
减持
COST
COSTCO WHSL CORP NEW
-$144.0K
1,103
-27%
减持
AVGO
BROADCOM INC
-$139.3K
630
-35%
减持
CVX
CHEVRON CORP NEW
-$129.2K
1,932
-22%
减持
PLD
PROLOGIS INC.
-$127.0K
2,183
-38%
增持
EMHY
ISHARES INC
+$114.8K
11,027
+41%
减持
IGHG
PROSHARES TR
-$108.4K
7,573
-17%
增持
VBR
VANGUARD INDEX FDS
+$107.1K
3,501
+24%
减持
CPRT
COPART INC
-$84.7K
10,532
-27%
减持
AMZN
AMAZON COM INC
-$74.8K
5,530
-28%
增持
QQQ
INVESCO QQQ TR
+$73.2K
974
+8%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$64.2K
0
-100%
增持
HDV
ISHARES TR
+$56.3K
5,233
+15%
减持
SHYG
ISHARES TR
-$51.7K
10,112
-13%
增持
FANG
DIAMONDBACK ENERGY INC
+$48.0K
2,637
+17%
减持
LQD
ISHARES TR
-$44.4K
4,921
-11%
增持
DIS
DISNEY WALT CO
+$43.8K
2,979
+2%
减持
EMB
ISHARES TR
-$42.3K
4,269
-12%
增持
PG
PROCTER AND GAMBLE CO
+$39.9K
3,125
+11%
增持
ANGL
VANECK ETF TRUST
+$36.9K
9,196
+13%
减持
GOOG
ALPHABET INC
+$32.3K
3,280
-6%
减持
BSV
VANGUARD BD INDEX FDS
-$32.1K
12,188
-5%
清仓
—
CO-DIAGNOSTICS INC
-$31.1K
0
-100%
减持
CRM
SALESFORCE INC
-$29.0K
1,851
-38%
减持
GOOGL
ALPHABET INC
-$28.0K
10,764
-17%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$26.5K
10,898
-2%
增持
JNJ
JOHNSON & JOHNSON
-$25.8K
1,395
+2%
减持
MAMA
MAMAMANCINI S HLDGS INC
-$25.1K
24,221
-39%
减持
PANW
PALO ALTO NETWORKS INC
+$25.1K
3,810
-28%
减持
EMLC
VANECK ETF TRUST
-$22.5K
10,890
-11%
减持
XFRAX
BLACKROCK FLOATING RATE INCO
-$20.1K
11,631
-16%
减持
VGIT
VANGUARD SCOTTSDALE FDS
+$18.9K
60,686
-2%
增持
SCHD
SCHWAB STRATEGIC TR
-$18.8K
9,605
+1%
减持
TLT
ISHARES TR
-$13.6K
3,192
-10%
减持
—
CATALENT INC
-$4.8K
4,240
-33%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.3K
3,009
-34%
