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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $6,321.32万 | 8.79% | 2,060,404 | 23,863 | 1.2% | $73.21万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,206.30万 | 5.85% | 1,443,974 | 44,950 | 3.2% | $130.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,006.77万 | 5.57% | 1,618,896 | 26,926 | 1.7% | $66.64万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,928.24万 | 5.46% | 1,268,811 | 8,217 | 0.7% | $25.44万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,758.99万 | 5.23% | 1,232,457 | 56,984 | 4.8% | $173.80万 | 加仓 |
| MOAT | VANECK ETF TRUST | $3,742.17万 | 5.21% | 386,988 | 4,925 | 1.3% | $47.62万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,252.80万 | 4.53% | 393,087 | 10,330 | 2.7% | $85.48万 | 加仓 |
| AGG | ISHARES TR | $3,094.81万 | 4.31% | 311,757 | 25,516 | 8.9% | $253.30万 | 加仓 |
| IJR | ISHARES TR | $2,196.11万 | 3.06% | 176,664 | 2,444 | 1.4% | $30.38万 | 加仓 |
| IVV | ISHARES TR | $2,083.28万 | 2.90% | 31,893 | 9 | 0.0% | $5,879 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $1,925.03万 | 2.68% | 608,034 | 4,105 | 0.7% | $13.00万 | 加仓 |
| IBDT | ISHARES TR | $1,873.56万 | 2.61% | 739,662 | 10,997 | 1.5% | $27.86万 | 加仓 |
| IBDS | ISHARES TR | $1,871.70万 | 2.60% | 772,155 | 9,337 | 1.2% | $22.63万 | 加仓 |
| IHDG | WISDOMTREE TR | $1,853.53万 | 2.58% | 384,949 | 1,704 | 0.4% | $8.20万 | 加仓 |
| IBDU | ISHARES TR | $1,810.16万 | 2.52% | 778,230 | 9,551 | 1.2% | $22.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,800.98万 | 2.51% | 37,583 | -19 | -0.1% | -$9,105 | 减仓 |
| TLH | ISHARES TR | $1,749.64万 | 2.43% | 173,713 | 12,260 | 7.6% | $123.48万 | 加仓 |
| AAPL | APPLE INC | $1,111.48万 | 1.55% | 43,795 | 1,161 | 2.7% | $29.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,047.38万 | 1.46% | 60,056 | 404 | 0.7% | $7.05万 | 加仓 |
| IEF | ISHARES TR | $903.69万 | 1.26% | 94,687 | -2,547 | -2.6% | -$24.31万 | 减仓 |
| AMZN | AMAZON COM INC | $869.32万 | 1.21% | 41,740 | 5,143 | 14.1% | $107.11万 | 加仓 |
| EFA | ISHARES TR | $840.32万 | 1.17% | 86,515 | 336 | 0.4% | $3.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $750.25万 | 1.04% | 20,268 | 2,012 | 11.0% | $74.48万 | 加仓 |
| AZO | AUTOZONE INC | $691.09万 | 0.96% | 2,046 | 15 | 0.7% | $5.07万 | 加仓 |
| WMT | WALMART INC | $603.81万 | 0.84% | 48,584 | 924 | 1.9% | $11.48万 | 加仓 |
| HEFA | ISHARES TR | $577.38万 | 0.80% | 135,870 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $568.33万 | 0.79% | 12,270 | -380 | -3.0% | -$17.60万 | 减仓 |
| IMCG | ISHARES TR | $451.96万 | 0.63% | 57,377 | -419 | -0.7% | -$3.30万 | 减仓 |
| IDXX | IDEXX LABS INC | $432.99万 | 0.60% | 7,706 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $408.50万 | 0.57% | 24,078 | -190 | -0.8% | -$3.22万 | 减仓 |
| RTX | RTX CORPORATION | $367.98万 | 0.51% | 19,076 | -63 | -0.3% | -$1.22万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.50% | 5 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $340.86万 | 0.47% | 11,588 | -19 | -0.2% | -$5,589 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $320.74万 | 0.45% | 13,121 | -686 | -5.0% | -$16.77万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $319.20万 | 0.44% | 80,851 | 4,110 | 5.4% | $16.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $297.15万 | 0.41% | 46,371 | 46,371 | — | $297.15万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $290.06万 | 0.40% | 5,025 | 56 | 1.1% | $3.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $285.43万 | 0.40% | 19,761 | 1,031 | 5.5% | $14.89万 | 加仓 |
| GOOG | ALPHABET INC | $282.83万 | 0.39% | 9,859 | -125 | -1.3% | -$3.59万 | 减仓 |
| FDX | FEDEX CORP | $281.89万 | 0.39% | 7,914 | 47 | 0.6% | $1.67万 | 加仓 |
| USIG | ISHARES TR | $272.96万 | 0.38% | 53,281 | 16,109 | 43.3% | $82.53万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $268.45万 | 0.37% | 20,500 | -542 | -2.6% | -$7.10万 | 减仓 |
| HD | HOME DEPOT INC | $263.93万 | 0.37% | 8,025 | 247 | 3.2% | $8.12万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $240.78万 | 0.33% | 54,499 | -25 | -0.0% | -$1,105 | 减仓 |
| BAC | BANK AMERICA CORP | $237.28万 | 0.33% | 48,673 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $235.05万 | 0.33% | 17,940 | -27 | -0.2% | -$3,538 | 减仓 |
| DE | DEERE & CO | $231.12万 | 0.32% | 4,103 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $225.59万 | 0.31% | 14,126 | -273 | -1.9% | -$4.36万 | 减仓 |
| — | HONEYWELL INTL INC | $216.45万 | 0.30% | 9,576 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $206.14万 | 0.29% | 5,744 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $198.22万 | 0.28% | 24,048 | -1,342 | -5.3% | -$11.06万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $177.15万 | 0.25% | 5,522 | 841 | 18.0% | $26.98万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $165.38万 | 0.23% | 57,127 | 730 | 1.3% | $2.11万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $165.08万 | 0.23% | 41,551 | -67,275 | -61.8% | -$267.28万 | 减仓 |
| V | VISA INC | $162.58万 | 0.23% | 5,379 | 98 | 1.9% | $2.96万 | 加仓 |
| KO | COCA COLA CO | $159.59万 | 0.22% | 20,985 | -55 | -0.3% | -$4,183 | 减仓 |
| UNP | UNION PAC CORP | $155.42万 | 0.22% | 6,406 | -137 | -2.1% | -$3.32万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $143.75万 | 0.20% | 3,526 | 497 | 16.4% | $20.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $141.59万 | 0.20% | 2,177 | 155 | 7.7% | $10.08万 | 加仓 |
| DBEU | DBX ETF TR | $132.07万 | 0.18% | 27,107 | -1,040 | -3.7% | -$5.07万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $129.60万 | 0.18% | 5,347 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $127.40万 | 0.18% | 4,430 | 1,108 | 33.4% | $31.86万 | 加仓 |
| LLY | ELI LILLY & CO | $127.30万 | 0.18% | 1,384 | -2 | -0.1% | -$1,840 | 减仓 |
| NEE | NEXTERA ENERGY INC | $127.27万 | 0.18% | 13,702 | 5 | 0.0% | $464 | 加仓 |
| T | AT&T INC | $124.02万 | 0.17% | 42,781 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $118.58万 | 0.16% | 1,190 | 99 | 9.1% | $9.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $117.89万 | 0.16% | 5,947 | 94 | 1.6% | $1.86万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $111.79万 | 0.16% | 11,895 | -7 | -0.1% | -$658 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $110.66万 | 0.15% | 7,726 | -284 | -3.5% | -$4.07万 | 减仓 |
| CVX | CHEVRON CORPORATION | $110.04万 | 0.15% | 5,318 | 355 | 7.2% | $7.35万 | 加仓 |
| PEP | PEPSICO INC | $109.62万 | 0.15% | 7,059 | 117 | 1.7% | $1.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $108.01万 | 0.15% | 37,141 | -574 | -1.5% | -$1.67万 | 减仓 |
| ABBV | ABBVIE INC | $106.78万 | 0.15% | 4,910 | 1 | 0.0% | $217 | 加仓 |
| VOO | VANGUARD INDEX FDS | $102.90万 | 0.14% | 1,722 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $99.82万 | 0.14% | 14,077 | -268 | -1.9% | -$1.90万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $98.77万 | 0.14% | 7,936 | 390 | 5.2% | $4.85万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $92.86万 | 0.13% | 20,500 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $91.85万 | 0.13% | 39,829 | -1,798 | -4.3% | -$4.15万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $90.96万 | 0.13% | 35,475 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $90.12万 | 0.13% | 4,268 | -23 | -0.5% | -$4,856 | 减仓 |
| IMCB | ISHARES TR | $79.71万 | 0.11% | 9,554 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $79.11万 | 0.11% | 8,285 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $78.93万 | 0.11% | 5,671 | 2 | 0.0% | $278 | 加仓 |
| MRK | MERCK & CO INC | $77.48万 | 0.11% | 6,441 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $71.45万 | 0.10% | 15,399 | -164 | -1.1% | -$7,610 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $71.41万 | 0.10% | 13,090 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $69.88万 | 0.10% | 7,240 | 164 | 2.3% | $1.58万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $68.50万 | 0.10% | 19,248 | 554 | 3.0% | $1.97万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $68.34万 | 0.10% | 1,108 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.67万 | 0.09% | 7,006 | -434 | -5.8% | -$4.01万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $63.76万 | 0.09% | 1,276 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $62.64万 | 0.09% | 3,872 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $62.46万 | 0.09% | 4,700 | 2,900 | 161.1% | $38.54万 | 加仓 |
| WFC | WELLS FARGO & CO | $61.26万 | 0.09% | 7,695 | -60 | -0.8% | -$4,777 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $60.15万 | 0.08% | 23,964 | -1,277 | -5.1% | -$3.21万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $59.45万 | 0.08% | 6,901 | 6,901 | — | $59.45万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $59.30万 | 0.08% | 3,022 | 747 | 32.8% | $14.66万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $56.95万 | 0.08% | 7,385 | 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 |
| GD | GENERAL DYNAMICS CORP | $55.12万 | 0.08% | 1,606 | 0 | 0.0% | — | 不变 |