Summit Asset Management, LLC
MEMPHIS TN · SEC CIK 0001509974
$7.19亿2026Q1 申报市值
172持仓数
50.9%前十大占比 · 第一大 8.8%
8 / 6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
VEA 新建仓+$297.15万
AGG 加仓+$253.30万
SCHV 加仓+$173.80万
SCHG 加仓+$130.94万
TLH 加仓+$123.48万
2026Q1 卖出最多 按季末市值估算
TOTL 减仓-$267.28万
CNH 减仓-$93.50万
PINNACLE FINL PA 清仓-$65.84万
CRM 清仓-$32.08万
SHV 清仓-$25.94万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -6,900 | -100.0% | -$65.84万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,211 | -100.0% | -$32.08万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -2,355 | -100.0% | -$25.94万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -20,000 | -100.0% | -$24.86万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,926 | -100.0% | -$21.91万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -190 | -100.0% | -$20.34万 | 清仓 |
| — | STEREOTAXIS INC | $4.14万 | 0.01% | 22,500 | 0 | 0.0% | — | 不变 |
| WEST | WESTROCK COFFEE CO | $5.64万 | 0.01% | 13,271 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $20.58万 | 0.03% | 665 | 665 | — | $20.58万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $20.63万 | 0.03% | 5,510 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $21.53万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $21.65万 | 0.03% | 1,142 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $22.71万 | 0.03% | 1,500 | -50 | -3.2% | -$7,570 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.10万 | 0.03% | 1,137 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $23.39万 | 0.03% | 815 | 815 | — | $23.39万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $23.55万 | 0.03% | 12,300 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $24.45万 | 0.03% | 1,164 | 34 | 3.0% | $7,141 | 加仓 |
| SLV | ISHARES SILVER TR | $24.62万 | 0.03% | 3,613 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $24.76万 | 0.03% | 1,159 | 1,159 | — | $24.76万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $24.82万 | 0.03% | 1,050 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $25.25万 | 0.04% | 855 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $25.33万 | 0.04% | 3,196 | 3,196 | — | $25.33万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.68万 | 0.04% | 61 | -1 | -1.6% | -$4,210 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $26.80万 | 0.04% | 9,624 | 1,164 | 13.8% | $3.24万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $27.01万 | 0.04% | 4,686 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $27.50万 | 0.04% | 25,000 | -85,000 | -77.3% | -$93.50万 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.63万 | 0.04% | 962 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $27.81万 | 0.04% | 980 | 128 | 15.0% | $3.63万 | 加仓 |
| LOW | LOWES COS INC | $28.35万 | 0.04% | 1,200 | 266 | 28.5% | $6.29万 | 加仓 |
| CSX | CSX CORP | $28.73万 | 0.04% | 6,998 | 12 | 0.2% | $493 | 加仓 |
| COP | CONOCOPHILLIPS | $28.84万 | 0.04% | 2,185 | 2,185 | — | $28.84万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $29.66万 | 0.04% | 4,170 | -133 | -3.1% | -$9,460 | 减仓 |
| ENB | ENBRIDGE INC | $29.75万 | 0.04% | 5,495 | 50 | 0.9% | $2,707 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $30.16万 | 0.04% | 499 | 44 | 9.7% | $2.66万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $30.47万 | 0.04% | 1,757 | 1 | 0.1% | $173 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $31.59万 | 0.04% | 4,289 | 467 | 12.2% | $3.44万 | 加仓 |
| GEV | GE VERNOVA INC | $31.63万 | 0.04% | 362 | -15 | -4.0% | -$1.31万 | 减仓 |
| WM | WASTE MGMT INC DEL | $32.31万 | 0.04% | 1,406 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $32.82万 | 0.05% | 2,835 | 0 | 0.0% | — | 不变 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $33.15万 | 0.05% | 26,000 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $33.36万 | 0.05% | 1,225 | 2 | 0.2% | $545 | 加仓 |
| TXN | TEXAS INSTRS INC | $33.99万 | 0.05% | 1,751 | 323 | 22.6% | $6.27万 | 加仓 |
| PSX | PHILLIPS 66 | $34.20万 | 0.05% | 1,877 | -23 | -1.2% | -$4,191 | 减仓 |
| MGMT | UNIFIED SER TR | $34.52万 | 0.05% | 7,650 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $35.57万 | 0.05% | 5,268 | 750 | 16.6% | $5.06万 | 加仓 |
| IMCV | ISHARES TR | $35.75万 | 0.05% | 4,216 | 0 | 0.0% | — | 不变 |
| ACLC | AMERICAN CENTY ETF TR | $35.83万 | 0.05% | 4,860 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $35.90万 | 0.05% | 2,174 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $36.48万 | 0.05% | 15,896 | 15,896 | — | $36.48万 | 新建仓 |
| TFC | TRUIST FINL CORP | $36.73万 | 0.05% | 7,989 | 15 | 0.2% | $690 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $36.75万 | 0.05% | 6,059 | -50 | -0.8% | -$3,032 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $36.83万 | 0.05% | 3,743 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.95万 | 0.05% | 1,718 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.26万 | 0.05% | 1,265 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $39.33万 | 0.05% | 3,500 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $39.62万 | 0.06% | 2,396 | 2 | 0.1% | $331 | 加仓 |
| MMM | 3M CO | $39.73万 | 0.06% | 2,736 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $41.02万 | 0.06% | 18,023 | 695 | 4.0% | $1.58万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $41.27万 | 0.06% | 10,625 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $43.59万 | 0.06% | 3,329 | 168 | 5.3% | $2.20万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $43.62万 | 0.06% | 8,254 | 18 | 0.2% | $951 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $44.12万 | 0.06% | 9,105 | 33 | 0.4% | $1,599 | 加仓 |
| ABT | ABBOTT LABORATORIES | $44.20万 | 0.06% | 4,305 | 350 | 8.8% | $3.59万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $44.23万 | 0.06% | 6,464 | 380 | 6.2% | $2.60万 | 加仓 |
| CCK | CROWN HLDGS INC | $45.05万 | 0.06% | 4,494 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $45.55万 | 0.06% | 4,890 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $46.45万 | 0.06% | 5,987 | -127 | -2.1% | -$9,853 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $47.24万 | 0.07% | 6,006 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $48.06万 | 0.07% | 840 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $48.22万 | 0.07% | 3,278 | -50 | -1.5% | -$7,356 | 减仓 |
| COWZ | PACER FDS TR | $49.64万 | 0.07% | 7,935 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $49.99万 | 0.07% | 20,621 | -2 | -0.0% | -$48 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $50.16万 | 0.07% | 11,238 | -433 | -3.7% | -$1.93万 | 减仓 |
| IWB | ISHARES TR | $50.77万 | 0.07% | 1,424 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $53.55万 | 0.07% | 19,069 | -270 | -1.4% | -$7,582 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $53.68万 | 0.07% | 4,396 | -141 | -3.1% | -$1.72万 | 减仓 |
| MCD | MCDONALDS CORP | $53.90万 | 0.07% | 1,734 | 200 | 13.0% | $6.22万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $54.64万 | 0.08% | 14,441 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $55.12万 | 0.08% | 1,606 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $55.39万 | 0.08% | 11,033 | -1,643 | -13.0% | -$8.25万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $56.95万 | 0.08% | 7,385 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $59.30万 | 0.08% | 3,022 | 747 | 32.8% | $14.66万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $59.45万 | 0.08% | 6,901 | 6,901 | — | $59.45万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $60.15万 | 0.08% | 23,964 | -1,277 | -5.1% | -$3.21万 | 减仓 |
| WFC | WELLS FARGO & CO | $61.26万 | 0.09% | 7,695 | -60 | -0.8% | -$4,777 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $62.46万 | 0.09% | 4,700 | 2,900 | 161.1% | $38.54万 | 加仓 |
| RY | ROYAL BK CDA | $62.64万 | 0.09% | 3,872 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $63.76万 | 0.09% | 1,276 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.67万 | 0.09% | 7,006 | -434 | -5.8% | -$4.01万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $68.34万 | 0.10% | 1,108 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $68.50万 | 0.10% | 19,248 | 554 | 3.0% | $1.97万 | 加仓 |
| SO | SOUTHERN CO | $69.88万 | 0.10% | 7,240 | 164 | 2.3% | $1.58万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $71.41万 | 0.10% | 13,090 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $71.45万 | 0.10% | 15,399 | -164 | -1.1% | -$7,610 | 减仓 |
| MRK | MERCK & CO INC | $77.48万 | 0.11% | 6,441 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $78.93万 | 0.11% | 5,671 | 2 | 0.0% | $278 | 加仓 |
| ILCG | ISHARES TR | $79.11万 | 0.11% | 8,285 | 0 | 0.0% | — | 不变 |
| IMCB | ISHARES TR | $79.71万 | 0.11% | 9,554 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $90.12万 | 0.13% | 4,268 | -23 | -0.5% | -$4,856 | 减仓 |