SUMMITRY LLC
Foster City CA · SEC CIK 0001280043
$28.35亿2026Q1 申报市值
287持仓数
35.7%前十大占比 · 第一大 6.3%
62 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
V 加仓+$5,129.89万
CVX 加仓+$2,699.72万
GLW 新建仓+$2,674.67万
ENB 新建仓+$2,671.68万
NEE 加仓+$2,639.31万
2026Q1 卖出最多 按季末市值估算
ROST 减仓-$5,412.01万
ULTA 减仓-$2,794.51万
TSM 减仓-$1,172.59万
EFA 清仓-$196.03万
GXO 减仓-$195.97万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VGUS | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -3,303 | -100.0% | -$24.93万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -3,419 | -100.0% | -$23.65万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,075 | -100.0% | -$23.44万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,503 | -100.0% | -$23.31万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -2,675 | -100.0% | -$23.08万 | 清仓 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,440 | -100.0% | -$20.36万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -1,567 | -100.0% | -$20.21万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,649 | -100.0% | -$15.22万 | 清仓 |
| — | XAI OCTAGN FLT RAT & ALT INM | $0 | 0.00% | 0 | -25,000 | -100.0% | -$12.00万 | 清仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $0 | 0.00% | 0 | -17,000 | -100.0% | -$6.53万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.66万 | 清仓 |