SF

Summit Financial Wealth Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$7.1亿

申报季度: 2026-03-31 · 持股只数: 193

Summit Financial Wealth Advisors, LLC在最新一期 13F 报告中披露了 193 项持股，申报期为 2026-03-31，总持股市值约为 US$7.1亿，季度换手率为 16.0%。

机构性格雪花图

集中度
13.25
持仓稳定性
16.01
动能／逆势
100
行业集中度
51.49
多样化
100
仓位均衡度
76.71

近期动向

  • 减仓 QCOM

    -93.1%　-US$892.8万

  • 加仓 UNH

    +536.8%　US$654.2万

  • 加仓 VYMI

    +6.6%　US$627.9万

  • 减仓 VUG

    +1.6%　-US$484.3万

  • 加仓 SCHD

    -3.0%　US$459.2万

  • 减仓 RTX

    -21.2%　-US$313.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VYMIVanguard Int High Dvd Yld InETF-其他8.52%+0.82%+6.64%
2SCHDSchwab US Dvd Equity ETFETF-其他8.36%+0.58%-3.04%
3VUGVanguard Growth ETFETF-其他6.92%-0.76%+1.61%
4SPBOSs Spdr P CORP Bond ETFETF-投资级公司债4.64%+0.32%+9.64%
5BILZPimco Ultra Shrt Govt ActiveETF-其他4.34%+0.35%+9.41%
6NOBLProshares S&p 500 Dividend AETF-大型股与成长3.84%—-1.29%
7PFFIshares Preferred & Income SETF-其他2.91%-0.19%-3.47%
8FMDEFidelity Enhanced Mid Cap CoETF-其他2.81%—+2.27%
9VTIVanguard Total Stock Mkt ETFETF-其他2.55%-0.10%+1.49%
10IJRIshares Core S&p Small-cap EETF-中小型股2.42%—-3.75%
11CMICummins INC股票-工业2.38%+0.09%-0.37%
12VLOValero Energy CORP股票-能源2.25%+0.35%-20.91%
13RTXRtx CORP股票-工业2.15%-0.47%-21.19%
14TAt&t INC股票-通信服务1.98%+0.28%+0.89%
15MMM3m Co股票-工业1.91%-0.18%+1.83%
16AMLPAlerian Mlp ETFETF-其他1.90%+0.16%-1.87%
17FDLFirst Trust Morn Dvd Lead InETF-其他1.85%+0.39%+11.37%
18CSCOCisco Systems INC股票-科技1.84%—+1.24%
19AAPLApple INC股票-科技1.58%-0.12%+0.73%
20GRMNGarmin Ltd.股票-科技1.49%+0.20%+1.86%
21RDVIFt Vest Rising Dividend AchiETF-其他1.43%+0.04%+6.90%
22ETNEaton Corporation plc股票-工业1.20%+0.18%+5.15%
23XOMExxon Mobil CORP股票-能源1.18%+0.30%-4.40%
24LMTLockheed Martin CORP股票-工业1.18%+0.26%+2.97%
25UNHUnitedhealth Group INC股票-医疗保健1.15%+0.93%+536.84%
26VOVanguard Mid-cap ETFETF-其他1.04%—+1.79%
27JEPIJpmorgan Equity Premium IncoETF-其他1.02%+0.13%+15.94%
28GPCGenuine Parts Co股票-周期性消费0.99%-0.21%-3.06%
29CVXChevron CORP股票-能源0.98%+0.26%+1.00%
30HWCHancock Whitney CORP股票-金融0.78%—+0.60%
31USBUS Bancorp股票-金融0.76%—-1.97%
32MSFTMicrosoft CORP股票-科技0.75%-0.06%+22.01%
33IBMIntl Business Machines CORP股票-科技0.70%-0.10%+7.81%
34FDVVFidelity High Dividend ETFETF-其他0.66%+0.11%+23.73%
35SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.54%—+1.39%
36GOOGAlphabet Inc-cl C股票-通信服务0.52%-0.05%-0.42%
37IVVIshares Core S&p 500 ETFETF-大型股与成长0.52%+0.14%+44.78%
38VOOVanguard S&p 500 ETFETF-大型股与成长0.50%—+6.76%
39JPMJpmorgan Chase & Co股票-金融0.48%—+2.91%
40EQLAlps Equal Sector Weight ETFETF-其他0.48%—+3.66%
41WMTWalmart INC股票-非周期性消费0.47%+0.06%+3.48%
42SCHGSchwab US Large-cap GrowthETF-其他0.46%—+5.66%
43FHNFirst Horizon CORP股票-金融0.44%+0.04%+17.43%
44AVGOBroadcom INC股票-科技0.36%—+0.77%
45SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.36%—+7.52%
46NVDANvidia CORP股票-科技0.36%—+6.45%
47PFEPfizer INC股票-医疗保健0.35%—-2.57%
48AMZNAmazon.com INC股票-周期性消费0.34%—+3.27%
49OKEOneok INC股票-能源0.34%+0.06%+0.89%
50OUSMAlps Oshares US Small-cap QuETF-其他0.32%—+5.74%
1–50 of 193

本季持股变动

Summit Financial Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: First Trust Enh Short Mat Fd (FTSM); 新建仓: Business First Bancshares (BFST); 清仓: Home Depot INC (HD); 清仓: First Trust Nasdaq Cybersecu (CIBR); 新建仓: Diamondback Energy INC (FANG).

Summit Financial Wealth Advisors, LLC 于截至 2026-03-31 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
1UNHUnitedhealth Group INC+0.9%+536.84%加仓
2VYMIVanguard Int High Dvd Yld In+0.8%+6.64%加仓
3SCHDSchwab US Dvd Equity ETF+0.6%-3.04%减仓
4FDLFirst Trust Morn Dvd Lead In+0.4%+11.37%加仓
5BILZPimco Ultra Shrt Govt Active+0.4%+9.41%加仓
6VLOValero Energy CORP+0.4%-20.91%减仓
7SPBOSs Spdr P CORP Bond ETF+0.3%+9.64%加仓
8XOMExxon Mobil CORP+0.3%-4.40%减仓
9TAt&t INC+0.3%+0.89%加仓
10CVXChevron CORP+0.3%+1.00%加仓
11LMTLockheed Martin CORP+0.3%+2.97%加仓
12GRMNGarmin Ltd.+0.2%+1.86%加仓
13ETNEaton Corporation plc+0.2%+5.15%加仓
14AMLPAlerian Mlp ETF+0.2%-1.87%减仓
15IVVIshares Core S&p 500 ETF+0.1%+44.78%加仓
16JEPIJpmorgan Equity Premium Inco+0.1%+15.94%加仓
17FDVVFidelity High Dividend ETF+0.1%+23.73%加仓
18TLTIshares 20+ Year Treasury Bd+0.1%+157.90%加仓
19CMICummins INC+0.1%-0.37%减仓
20HBCPHome Bancorp INC+0.1%+31.08%加仓
21OKEOneok INC+0.1%+0.89%加仓
22WMTWalmart INC+0.1%+3.48%加仓
23JNJJohnson & Johnson+0.1%+9.21%加仓
24UPSUnited Parcel Service-cl B+0.1%+167.41%加仓
25BABoeing Co/the+0.1%+29.02%加仓
26LNGCheniere Energy INC+0.1%+5.15%加仓
27FSMDFidelity Small-mid Multifact+0.1%+97.93%加仓
28RDVIFt Vest Rising Dividend Achi0%+6.90%加仓
29FHNFirst Horizon CORP0%+17.43%加仓
30GOOGAlphabet Inc-cl C-0.1%-0.42%减仓
31TSLATesla INC-0.1%+2.59%加仓
32MSFTMicrosoft CORP-0.1%+22.01%加仓
33IBMIntl Business Machines CORP-0.1%+7.81%加仓
34VTIVanguard Total Stock Mkt ETF-0.1%+1.49%加仓
35AAPLApple INC-0.1%+0.73%加仓
36MMM3m Co-0.2%+1.83%加仓
37PFFIshares Preferred & Income S-0.2%-3.47%减仓
38BRK-BBerkshire Hathaway Inc-cl B-0.2%-37.75%减仓
39GPCGenuine Parts Co-0.2%-3.06%减仓
40XLESs Energy Select Sector-0.2%-76.15%减仓
41RTXRtx CORP-0.5%-21.19%减仓
42VUGVanguard Growth ETF-0.8%+1.61%加仓
43QCOMQualcomm INC-1.3%-93.08%减仓
44FTSMFirst Trust Enh Short Mat Fd—EXIT清仓
45BFSTBusiness First Bancshares—NEW新建仓
46HDHome Depot INC—EXIT清仓
47CIBRFirst Trust Nasdaq Cybersecu—EXIT清仓
48FANGDiamondback Energy INC—NEW新建仓
49ADBEAdobe INC—EXIT清仓
50APHAmphenol Corp-cl A—EXIT清仓

FAQ

Summit Financial Wealth Advisors, LLC 是什么机构？属于哪种投资人类型？
Summit Financial Wealth Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.1亿，分布在 193 个已申报仓位之中。
Summit Financial Wealth Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Summit Financial Wealth Advisors, LLC 按市值排列的前几大持股为： 1. Vanguard Int High Dvd Yld In (VYMI) — US$6009.7万 (8.5%) 2. Schwab US Dvd Equity ETF (SCHD) — US$5895.8万 (8.4%) 3. Vanguard Growth ETF (VUG) — US$4883.1万 (6.9%) 4. Ss Spdr P CORP Bond ETF (SPBO) — US$3271.1万 (4.6%) 5. Pimco Ultra Shrt Govt Active (BILZ) — US$3058.0万 (4.3%)
Summit Financial Wealth Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Summit Financial Wealth Advisors, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 31 个既有持股、减仓 12 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: First Trust Enh Short Mat Fd (FTSM); 新建仓: Business First Bancshares (BFST); 清仓: Home Depot INC (HD); 清仓: First Trust Nasdaq Cybersecu (CIBR); 新建仓: Diamondback Energy INC (FANG)
Summit Financial Wealth Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Summit Financial Wealth Advisors, LLC 的主要板块分布如下： • Information Technology: 28.2% • Industrials: 19.1% • Communication Services: 14.0% • Health Care: 12.7% • Energy: 11.0% • Financials: 6.0%