Summit X, LLC — Q1 2025 13F 持股

Name: Summit X, LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697729

申报总市值

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本季完整持股清单

仅显示前 200 大持股（共 240 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	NVDA	Nvidia CORP	股票-科技	6.12%	-6.12%	EXIT
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	5.81%	-5.81%	EXIT
3	AAPL	Apple INC	股票-科技	4.90%	-4.90%	EXIT
4	ORLY	O'reilly Automotive INC	股票-周期性消费	4.68%	-4.68%	EXIT
5	QUAL	Ishares Msci USA Quality Fac	ETF-其他	3.94%	-3.94%	EXIT
6	DFUS	Dimensional US Eq Mkt ETF	ETF-其他	3.55%	-3.55%	EXIT
7	VONG	Vanguard Russell 1000 Growth	ETF-其他	3.53%	-3.53%	EXIT
8	DYNF	Ishrs US E F R A Etf-usd INC	ETF-其他	3.32%	-3.32%	EXIT
9	AVLV	Avantis US Large Cap Value	ETF-大型股与成长	3.18%	-3.18%	EXIT
10	EFV	Ishares Msci Eafe Value ETF	ETF-其他	2.25%	-2.25%	EXIT
11	DFCF	Dimensional Core Fixed INC	ETF-其他	2.20%	-2.20%	EXIT
12	FBND	Fidelity Total Bond ETF	ETF-其他	1.95%	-1.95%	EXIT
13	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	1.72%	-1.72%	EXIT
14	MSFT	Microsoft CORP	股票-科技	1.71%	-1.71%	EXIT
15	BINC	Ishares Flex I A Etf-usd INC	ETF-其他	1.58%	-1.58%	EXIT
16	IYW	Ishares Ustechnology ETF	ETF-科技型	1.26%	-1.26%	EXIT
17	AVUS	Avantis U.s. Equity ETF	ETF-其他	1.23%	-1.23%	EXIT
18	MBB	Ishares Mbs ETF	ETF-其他	1.21%	-1.21%	EXIT
19	XOM	Exxon Mobil CORP	股票-能源	1.16%	-1.16%	EXIT
20	EMXC	Ishares Msci Emr Mrk Ex Chna	ETF-其他	1.14%	-1.14%	EXIT
21	AVEM	Avantis Emerging Markets Eq	ETF-新兴市场	1.11%	-1.11%	EXIT
22	MA	Mastercard INC - A	股票-金融	1.08%	-1.08%	EXIT
23	AMZN	Amazon.com INC	股票-周期性消费	1.02%	-1.02%	EXIT
24	PG	Procter & Gamble Co/the	股票-非周期性消费	0.99%	-0.99%	EXIT
25	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	0.94%	-0.94%	EXIT
26	TLH	Ishares 10-20 Year Treasury	ETF-政府公债	0.94%	-0.94%	EXIT
27	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.88%	-0.88%	EXIT
28	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.87%	-0.87%	EXIT
29	IAU	Ishares Gold Trust	ETF-避险与商品	0.79%	-0.79%	EXIT
30	ABBV	Abbvie INC	股票-医疗保健	0.73%	-0.73%	EXIT
31	RTX	Rtx CORP	股票-工业	0.73%	-0.73%	EXIT
32	BND	Vanguard Total Bond Market	ETF-其他	0.71%	-0.71%	EXIT
33	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.68%	-0.68%	EXIT
34	V	Visa Inc-class A Shares	股票-金融	0.64%	-0.64%	EXIT
35	LLY	Eli Lilly & Co	股票-医疗保健	0.63%	-0.63%	EXIT
36	WMT	Walmart INC	股票-非周期性消费	0.58%	-0.58%	EXIT
37	HYDB	Ishares High Yield Systemati	ETF-非投资级债	0.56%	-0.56%	EXIT
38	MESO	Mesoblast Ltd- Spon Adr	股票-其他	0.52%	-0.52%	EXIT
39	GILD	Gilead Sciences INC	股票-医疗保健	0.51%	-0.51%	EXIT
40	HDV	Ishares Core High Dividend E	ETF-其他	0.49%	-0.49%	EXIT
41	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.48%	-0.48%	EXIT
42	CRWD	Crowdstrike Holdings INC - A	股票-科技	0.46%	-0.46%	EXIT
43	UPS	United Parcel Service-cl B	股票-工业	0.46%	-0.46%	EXIT
44	AEE	Ameren Corporation	股票-公用事业	0.45%	-0.45%	EXIT
45	GLD	Spdr Gold Shares	ETF-避险与商品	0.44%	-0.44%	EXIT
46	FCNCA	First Citizens Bcshs -cl A	股票-金融	0.44%	-0.44%	EXIT
47	MCD	Mcdonald's CORP	股票-周期性消费	0.40%	-0.40%	EXIT
48	JGH	Nuveen Global High Income	股票-其他	0.40%	-0.40%	EXIT
49	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.39%	-0.39%	EXIT
50	ITOT	Ishares Core S&p Total U.s.	ETF-其他	0.39%	-0.39%	EXIT

1–50 of 200

本季持股变动

Summit X, LLC 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	NVDA	Nvidia CORP	—	NEW	新建仓
2	IVV	Ishares Core S&p 500 ETF	—	NEW	新建仓
3	AAPL	Apple INC	—	NEW	新建仓
4	ORLY	O'reilly Automotive INC	—	NEW	新建仓
5	QUAL	Ishares Msci USA Quality Fac	—	NEW	新建仓
6	DFUS	Dimensional US Eq Mkt ETF	—	NEW	新建仓
7	VONG	Vanguard Russell 1000 Growth	—	NEW	新建仓
8	DYNF	Ishrs US E F R A Etf-usd INC	—	NEW	新建仓
9	AVLV	Avantis US Large Cap Value	—	NEW	新建仓
10	EFV	Ishares Msci Eafe Value ETF	—	NEW	新建仓
11	DFCF	Dimensional Core Fixed INC	—	NEW	新建仓
12	FBND	Fidelity Total Bond ETF	—	NEW	新建仓
13	EFG	Ishares Msci Eafe Growth ETF	—	NEW	新建仓
14	MSFT	Microsoft CORP	—	NEW	新建仓
15	BINC	Ishares Flex I A Etf-usd INC	—	NEW	新建仓
16	IYW	Ishares Ustechnology ETF	—	NEW	新建仓
17	AVUS	Avantis U.s. Equity ETF	—	NEW	新建仓
18	MBB	Ishares Mbs ETF	—	NEW	新建仓
19	XOM	Exxon Mobil CORP	—	NEW	新建仓
20	EMXC	Ishares Msci Emr Mrk Ex Chna	—	NEW	新建仓
21	AVEM	Avantis Emerging Markets Eq	—	NEW	新建仓
22	MA	Mastercard INC - A	—	NEW	新建仓
23	AMZN	Amazon.com INC	—	NEW	新建仓
24	PG	Procter & Gamble Co/the	—	NEW	新建仓
25	MTUM	Ishares Msci USA Momentum Fa	—	NEW	新建仓
26	TLH	Ishares 10-20 Year Treasury	—	NEW	新建仓
27	TLT	Ishares 20+ Year Treasury Bd	—	NEW	新建仓
28	GOOGL	Alphabet Inc-cl A	—	NEW	新建仓
29	IAU	Ishares Gold Trust	—	NEW	新建仓
30	ABBV	Abbvie INC	—	NEW	新建仓
31	RTX	Rtx CORP	—	NEW	新建仓
32	BND	Vanguard Total Bond Market	—	NEW	新建仓
33	QQQ	Invesco Qqq Trust Series 1	—	NEW	新建仓
34	V	Visa Inc-class A Shares	—	NEW	新建仓
35	LLY	Eli Lilly & Co	—	NEW	新建仓
36	WMT	Walmart INC	—	NEW	新建仓
37	HYDB	Ishares High Yield Systemati	—	NEW	新建仓
38	MESO	Mesoblast Ltd- Spon Adr	—	NEW	新建仓
39	GILD	Gilead Sciences INC	—	NEW	新建仓
40	HDV	Ishares Core High Dividend E	—	NEW	新建仓
41	BMY	Bristol-myers Squibb Co	—	NEW	新建仓
42	CRWD	Crowdstrike Holdings INC - A	—	NEW	新建仓
43	UPS	United Parcel Service-cl B	—	NEW	新建仓
44	AEE	Ameren Corporation	—	NEW	新建仓
45	GLD	Spdr Gold Shares	—	NEW	新建仓
46	FCNCA	First Citizens Bcshs -cl A	—	NEW	新建仓
47	MCD	Mcdonald's CORP	—	NEW	新建仓
48	JGH	Nuveen Global High Income	—	NEW	新建仓
49	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	新建仓
50	ITOT	Ishares Core S&p Total U.s.	—	NEW	新建仓