Summit X, LLC — Q1 2023 13F 持股

Name: Summit X, LLC — 13F Holdings, Q1 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001697729

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僅顯示前 200 大持股（共 263 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	10.85%	-5.81%	EXIT
2	AAPL	Apple INC	股票-科技	5.95%	-4.90%	EXIT
3	FBND	Fidelity Total Bond ETF	ETF-其他	4.35%	-1.95%	EXIT
4	QUAL	Ishares Msci USA Quality Fac	ETF-其他	3.47%	-3.94%	EXIT
5	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.88%	-1.72%	EXIT
6	MSFT	Microsoft CORP	股票-科技	2.35%	-1.71%	EXIT
7	MBB	Ishares Mbs ETF	ETF-其他	2.11%	-1.21%	EXIT
8	ESGU	Ishares Esg Aware Msci USA	ETF-其他	2.04%	—	-54.01%
9	EFV	Ishares Msci Eafe Value ETF	ETF-其他	1.98%	-2.25%	EXIT
10	IYW	Ishares Ustechnology ETF	ETF-科技型	1.96%	-1.26%	EXIT
11	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.89%	—	+145.27%
12	ORLY	O'reilly Automotive INC	股票-循環性消費	1.86%	-4.68%	EXIT
13	MA	Mastercard INC - A	股票-金融	1.53%	-1.08%	EXIT
14	GOVT	Ishares US Treasury Bond ETF	ETF-政府公債	1.44%	—	+68.64%
15	BND	Vanguard Total Bond Market	ETF-其他	1.33%	-0.71%	EXIT
16	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	1.23%	-0.88%	EXIT
17	FDLO	Fidelity Low Volat Fact ETF	ETF-其他	1.21%	—	—
18	PG	Procter & Gamble Co/the	股票-非循環性消費	1.21%	-0.99%	EXIT
19	GOOGL	Alphabet Inc-cl A	股票-通訊服務	1.15%	-0.87%	EXIT
20	V	Visa Inc-class A Shares	股票-金融	1.04%	-0.64%	EXIT
21	XOM	Exxon Mobil CORP	股票-能源	0.89%	-1.16%	EXIT
22	NVDA	Nvidia CORP	股票-科技	0.88%	-6.12%	EXIT
23	ABBV	Abbvie INC	股票-醫療保健	0.86%	-0.73%	EXIT
24	AMZN	Amazon.com INC	股票-循環性消費	0.85%	-1.02%	EXIT
25	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.79%	—	-48.17%
26	MCD	Mcdonald's CORP	股票-循環性消費	0.72%	-0.40%	EXIT
27	UNH	Unitedhealth Group INC	股票-醫療保健	0.69%	—	-11.66%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.68%	—	+9.33%
29	WMT	Walmart INC	股票-非循環性消費	0.67%	-0.58%	EXIT
30	DIS	Walt Disney Co/the	股票-通訊服務	0.66%	—	+21.31%
31	TLH	Ishares 10-20 Year Treasury	ETF-政府公債	0.59%	-0.94%	EXIT
32	EMR	Emerson Electric Co	股票-工業	0.56%	—	-2.17%
33	DSL	Doubleline Income Solutions	股票-其他	0.54%	—	+29.52%
34	KO	Coca-cola Co/the	股票-非循環性消費	0.53%	—	-4.89%
35	EMB	Ishares Jp Morgan Usd Emergi	ETF-其他	0.52%	—	—
36	AGG	Ishares Core U.s. Aggregate	ETF-其他	0.51%	—	-72.80%
37	JPM	Jpmorgan Chase & Co	股票-金融	0.49%	—	-0.84%
38	RTX	Rtx CORP	股票-工業	0.49%	-0.73%	EXIT
39	GILD	Gilead Sciences INC	股票-醫療保健	0.49%	-0.51%	EXIT
40	BA	Boeing Co/the	股票-工業	0.47%	—	+126.63%
41	IFRA	Ishares US Infrastructure	ETF-其他	0.46%	—	+98.50%
42	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.44%	-0.68%	EXIT
43	HYDB	Ishares High Yield Systemati	ETF-非投資等級債	0.44%	-0.56%	EXIT
44	AEE	Ameren Corporation	股票-公用事業	0.43%	-0.45%	EXIT
45	IWD	Ishares Russell 1000 Value E	ETF-其他	0.41%	—	-90.27%
46	HD	Home Depot INC	股票-循環性消費	0.41%	—	-1.27%
47	ADBE	Adobe INC	股票-科技	0.41%	—	-12.51%
48	SBUX	Starbucks CORP	股票-循環性消費	0.40%	—	-0.66%
49	HCA	Hca Healthcare INC	股票-醫療保健	0.39%	—	-0.94%
50	PEP	Pepsico INC	股票-非循環性消費	0.39%	—	-6.78%

1–50 of 200