SW

Summit Wealth & Retirement Planning, INC.

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$4.2億

申報季度: 2026-03-31 · 持股檔數: 108

SUMMIT WEALTH & RETIREMENT PLANNING, INC.在最新一期 13F 報告中揭露了 108 項持股，申報期為 2026-03-31，總持股市值約為 US$4.2億，季度換手率為 11.5%。

機構性格雪花圖

集中度
24.63
持倉穩定性
11.48
動能／逆勢
100
產業集中度
56.76
多樣化
100
倉位均衡度
76.12

近期動向

  • 減碼 SCHF

    -22.0%　-US$702.3萬

  • 減碼 SCHG

    -0.7%　-US$565.7萬

  • 加碼 SCHV

    +1.0%　US$203.2萬

  • 減碼 MGC

    +0.6%　-US$287.6萬

  • 加碼 DBMF

    +2.2%　US$165.4萬

  • 減碼 MSFT

    +4.8%　-US$106.1萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SCHVSchwab US Large-cap ValueETF-其他12.55%+0.65%+0.98%
2MGCVanguard Mega Cap ETFETF-其他12.15%-0.52%+0.59%
3SCHGSchwab US Large-cap GrowthETF-其他10.55%-1.19%-0.72%
4SCHFSchwab Intl Equity ETFETF-其他6.82%-1.56%-22.03%
5GLTRAbrdn Precious Metals BasketETF-其他6.70%-0.10%-8.61%
6DBMFImgp Dbi Managed Futures StrETF-其他4.41%+0.45%+2.22%
7SCHASchwab US Small-cap ETFETF-其他4.12%+0.23%+2.32%
8BOXXAlpha Architect 1-3 Mnth BoxETF-其他4.06%+0.12%+0.79%
9SCHESchwab Emrg Mrkts Eqty ETFETF-其他3.94%+0.09%+0.31%
10IWDIshares Russell 1000 Value EETF-其他3.01%—-0.65%
11DISVDimensional International SmETF-其他2.23%+2.23%NEW
12EFAIshares Msci Eafe ETFETF-其他2.08%-0.13%-8.11%
13SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.92%-0.05%+0.80%
14AAPLApple INC股票-科技1.49%-0.09%-0.50%
15SCHBSchwab US Broad Market ETFETF-其他1.44%-0.05%-0.19%
16IWMIshares Russell 2000 ETFETF-中小型股1.36%—-1.91%
17EEMIshares Msci Emerging MarketETF-新興市場1.14%—-1.54%
18IWFIshares Russell 1000 GrowthETF-其他1.07%-0.11%-0.92%
19VBRVanguard Small-cap Value ETFETF-其他1.05%+0.04%+0.41%
20VOOVanguard S&p 500 ETFETF-大型股與成長1.04%-0.08%-3.69%
21MSFTMicrosoft CORP股票-科技1.02%-0.24%+4.78%
22GOOGLAlphabet Inc-cl A股票-通訊服務0.92%-0.08%-0.64%
23VTVVanguard Value ETFETF-其他0.76%+0.11%+11.47%
24VBVanguard Small-cap ETFETF-其他0.60%+0.05%+7.12%
25TSLATesla INC股票-循環性消費0.59%-0.13%-2.20%
26JPMJpmorgan Chase & Co股票-金融0.57%-0.04%+0.31%
27GOOGAlphabet Inc-cl C股票-通訊服務0.50%-0.03%+0.90%
28AAUAAlpha Architect US Equ 3 ETFETF-其他0.47%+0.47%NEW
29VGITVanguard Intermediate-term TETF-其他0.47%—+1.91%
30AVGOBroadcom INC股票-科技0.47%-0.05%-0.96%
31AVDVAvantis Intl S/c Value ETFETF-其他0.46%+0.46%NEW
32NVDANvidia CORP股票-科技0.45%-0.05%-5.00%
33BRK-BBerkshire Hathaway Inc-cl B股票-其他0.44%—+0.31%
34AAEQAlpha Architct US Eqty 2 ETFETF-其他0.44%——
35SYLDCambria Shareholder Yield EtETF-其他0.39%+0.05%+4.46%
36VUGVanguard Growth ETFETF-其他0.36%-0.03%+3.15%
37IEFAIshares Core Msci Eafe ETFETF-其他0.33%-0.03%-10.73%
38AAUSAlpha Architect US Eqy ETFETF-其他0.30%——
39LLYEli Lilly & Co股票-醫療保健0.28%—+23.29%
40XOMExxon Mobil CORP股票-能源0.24%+0.06%-8.09%
41AMZNAmazon.com INC股票-循環性消費0.21%-0.04%-8.62%
42HDHome Depot INC股票-循環性消費0.20%—-7.49%
43ABBVAbbvie INC股票-醫療保健0.20%—+9.28%
44CPRTCopart INC股票-工業0.19%-0.03%-1.29%
45BACBank Of America CORP股票-金融0.18%—+0.99%
46VWOVanguard Ftse Emerging MarkeETF-新興市場0.17%+0.04%+28.48%
47RTXRtx CORP股票-工業0.17%—-0.38%
48VEAVanguard Ftse Developed ETFETF-其他0.17%—-0.01%
49SCHDSchwab US Dvd Equity ETFETF-其他0.16%—-19.08%
50ORLYO'reilly Automotive INC股票-循環性消費0.16%—-2.43%
1–50 of 108

本季持股變動

Summit Wealth & Retirement Planning, INC. 在 2026-03-31 最顯著的持倉異動： 新建倉: Dimensional International Sm (DISV); 新建倉: Alpha Architect US Equ 3 ETF (AAUA); 新建倉: Avantis Intl S/c Value ETF (AVDV); 清倉: Ishares Bitcoin Trust ETF (IBIT); 清倉: General Electric (GE).

Summit Wealth & Retirement Planning, INC. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SCHVSchwab US Large-cap Value+0.7%+0.98%加碼
2DBMFImgp Dbi Managed Futures Str+0.5%+2.22%加碼
3SCHASchwab US Small-cap ETF+0.2%+2.32%加碼
4BOXXAlpha Architect 1-3 Mnth Box+0.1%+0.79%加碼
5VTVVanguard Value ETF+0.1%+11.47%加碼
6SCHESchwab Emrg Mrkts Eqty ETF+0.1%+0.31%加碼
7XOMExxon Mobil CORP+0.1%-8.09%減碼
8VBVanguard Small-cap ETF+0.1%+7.12%加碼
9SYLDCambria Shareholder Yield Et+0.1%+4.46%加碼
10VWOVanguard Ftse Emerging Marke0%+28.48%加碼
11MARMarriott International -cl A0%+36.56%加碼
12VBRVanguard Small-cap Value ETF0%+0.41%加碼
13GOOGAlphabet Inc-cl C0%+0.90%加碼
14CPRTCopart INC0%-1.29%減碼
15IEFAIshares Core Msci Eafe ETF0%-10.73%減碼
16VUGVanguard Growth ETF0%+3.15%加碼
17QQQInvesco Qqq Trust Series 10%-11.93%減碼
18JPMJpmorgan Chase & Co0%+0.31%加碼
19AMZNAmazon.com INC0%-8.62%減碼
20WFCWells Fargo & Co0%-13.56%減碼
21BF-BBrown-forman Corp-class B0%-38.89%減碼
22SPYSs Spdr S&p 500 ETF Trust-us-0.1%+0.80%加碼
23SCHBSchwab US Broad Market ETF-0.1%-0.19%減碼
24AVGOBroadcom INC-0.1%-0.96%減碼
25IWBIshares Russell 1000 ETF-0.1%-37.46%減碼
26NVDANvidia CORP-0.1%-5.00%減碼
27VOOVanguard S&p 500 ETF-0.1%-3.69%減碼
28GOOGLAlphabet Inc-cl A-0.1%-0.64%減碼
29AAPLApple INC-0.1%-0.50%減碼
30GLTRAbrdn Precious Metals Basket-0.1%-8.61%減碼
31IWFIshares Russell 1000 Growth-0.1%-0.92%減碼
32EFAIshares Msci Eafe ETF-0.1%-8.11%減碼
33TSLATesla INC-0.1%-2.20%減碼
34MSFTMicrosoft CORP-0.2%+4.78%加碼
35MGCVanguard Mega Cap ETF-0.5%+0.59%加碼
36SCHGSchwab US Large-cap Growth-1.2%-0.72%減碼
37SCHFSchwab Intl Equity ETF-1.6%-22.03%減碼
38DISVDimensional International Sm—NEW新建倉
39AAUAAlpha Architect US Equ 3 ETF—NEW新建倉
40AVDVAvantis Intl S/c Value ETF—NEW新建倉
41IBITIshares Bitcoin Trust ETF—EXIT清倉
42GEGeneral Electric—EXIT清倉
43CVXChevron CORP—NEW新建倉
44ORCLOracle CORP—EXIT清倉
45COPConocophillips—NEW新建倉
46BILLBill Holdings INC—EXIT清倉
47VCITVanguard Int-term Corporate—EXIT清倉
48BIVVanguard Intermediate-term B—EXIT清倉
49IBMIntl Business Machines CORP—EXIT清倉
50CMGChipotle Mexican Grill INC—EXIT清倉

FAQ

Summit Wealth & Retirement Planning, INC. 是什麼機構？屬於哪種投資人類型？
Summit Wealth & Retirement Planning, INC. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$4.2億，分佈在 108 個已申報部位之中。
Summit Wealth & Retirement Planning, INC. 目前前幾大持股有哪些？
根據最新 13F 申報，Summit Wealth & Retirement Planning, INC. 按市值排列的前幾大持股為： 1. Schwab US Large-cap Value (SCHV) — US$5258.8萬 (12.6%) 2. Vanguard Mega Cap ETF (MGC) — US$5093.8萬 (12.2%) 3. Schwab US Large-cap Growth (SCHG) — US$4420.3萬 (10.6%) 4. Schwab Intl Equity ETF (SCHF) — US$2858.2萬 (6.8%) 5. Abrdn Precious Metals Basket (GLTR) — US$2808.1萬 (6.7%)
Summit Wealth & Retirement Planning, INC. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Summit Wealth & Retirement Planning, INC. 共進行了 50 項顯著調整：新建倉 5 個部位、加碼 17 個既有持股、減碼 20 個部位，並完全清倉 8 個持股。 其中幅度最大的異動：新建倉: Dimensional International Sm (DISV); 新建倉: Alpha Architect US Equ 3 ETF (AAUA); 新建倉: Avantis Intl S/c Value ETF (AVDV); 清倉: Ishares Bitcoin Trust ETF (IBIT); 清倉: General Electric (GE)
Summit Wealth & Retirement Planning, INC. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Summit Wealth & Retirement Planning, INC. 的主要板塊分佈如下： • Information Technology: 32.7% • Financials: 18.6% • Communication Services: 13.7% • Consumer Discretionary: 12.2% • Health Care: 9.0% • Industrials: 6.5%