Summit Global Investments
BOUNTIFUL UT · SEC CIK 0001697953
$16.95亿2026Q1 申报市值
483持仓数
57.0%前十大占比 · 第一大 14.9%
60 / 53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
LDRX 加仓+$5,178.44万
SGLC 加仓+$4,792.72万
IEF 加仓+$2,733.43万
RBB FD INC 加仓+$2,423.74万
RBB FD INC 加仓+$1,812.23万
2026Q1 卖出最多 按季末市值估算
USDX 减仓-$5,455.33万
AGG 减仓-$5,313.45万
SPDW 减仓-$3,378.33万
SPEM 减仓-$1,292.91万
SPSM 减仓-$496.86万
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 |
|---|---|---|---|---|---|---|---|---|
| DEA | EASTERLY GOVT PPTYS INC | $45.40万 | 0.03% | 21,166 | -660 | -3.0% | -$1.42万 | 减仓 |
| GLD | SPDR GOLD TR | $45.50万 | 0.03% | 1,058 | 73 | 7.4% | $3.14万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $45.70万 | 0.03% | 15,061 | -1,054 | -6.5% | -$3.20万 | 减仓 |
| NOW | SERVICENOW INC | $46.10万 | 0.03% | 4,412 | -2,373 | -35.0% | -$24.79万 | 减仓 |
| CENX | CENTURY ALUM CO | $46.20万 | 0.03% | 7,866 | 241 | 3.2% | $1.42万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $46.20万 | 0.03% | 30,085 | 30,085 | — | $46.20万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $46.30万 | 0.03% | 5,436 | -8,767 | -61.7% | -$74.67万 | 减仓 |
| LOW | LOWES COS INC | $47.30万 | 0.03% | 2,002 | -573 | -22.3% | -$13.54万 | 减仓 |
| SAFE | SAFEHOLD INC | $47.50万 | 0.03% | 35,142 | -2,725 | -7.2% | -$3.68万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $47.70万 | 0.03% | 5,887 | 16 | 0.3% | $1,296 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $47.90万 | 0.03% | 24,984 | 50 | 0.2% | $959 | 加仓 |
| FTDR | FRONTDOOR INC | $48.20万 | 0.03% | 9,123 | -11,187 | -55.1% | -$59.10万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $48.80万 | 0.03% | 14,043 | -458 | -3.2% | -$1.59万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $50.10万 | 0.03% | 10,663 | -132 | -1.2% | -$6,202 | 减仓 |
| NJR | NEW JERSEY RES CORP | $50.30万 | 0.03% | 9,165 | -247 | -2.6% | -$1.36万 | 减仓 |
| TK | TEEKAY CORPORATION LTD | $50.60万 | 0.03% | 41,418 | -2,252 | -5.2% | -$2.75万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $51.10万 | 0.03% | 1,800 | -254 | -12.4% | -$7.21万 | 减仓 |
| BLK | BLACKROCK INC | $51.50万 | 0.03% | 535 | -166 | -23.7% | -$15.98万 | 减仓 |
| SCSC | SCANSOURCE INC | $51.50万 | 0.03% | 14,177 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $51.50万 | 0.03% | 10,949 | -89 | -0.8% | -$4,186 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $51.60万 | 0.03% | 15,467 | 799 | 5.4% | $2.67万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $51.70万 | 0.03% | 8,315 | 23 | 0.3% | $1,430 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $51.70万 | 0.03% | 4,043 | -3,448 | -46.0% | -$44.09万 | 重新持有 |
| RL | RALPH LAUREN CORP | $51.90万 | 0.03% | 1,510 | 29 | 2.0% | $9,968 | 加仓 |
| BCE | BCE INC | $52.00万 | 0.03% | 20,611 | 20,611 | — | $52.00万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $52.40万 | 0.03% | 1,519 | 51 | 3.5% | $1.76万 | 加仓 |
| IJH | ISHARES TR | $52.50万 | 0.03% | 7,777 | 7,777 | — | $52.50万 | 新建仓 |
| UBS | UBS GROUP AG | $52.60万 | 0.03% | 13,464 | 7,199 | 114.9% | $28.12万 | 加仓 |
| USB | US BANCORP | $53.10万 | 0.03% | 10,215 | 1 | 0.0% | $52 | 加仓 |
| BKH | BLACK HILLS CORP | $53.20万 | 0.03% | 7,670 | -496 | -6.1% | -$3.44万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $53.50万 | 0.03% | 8,149 | 66 | 0.8% | $4,333 | 加仓 |
| CNI | CANADIAN NATL RY CO | $53.70万 | 0.03% | 5,222 | 5,222 | — | $53.70万 | 新建仓 |
| INVA | INNOVIVA INC | $55.00万 | 0.03% | 23,626 | 12,117 | 105.3% | $28.21万 | 重新持有 |
| IIIN | INSTEEL INDS INC | $55.30万 | 0.03% | 16,464 | 6,794 | 70.3% | $22.82万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $55.60万 | 0.03% | 16,149 | 426 | 2.7% | $1.47万 | 加仓 |
| CMI | CUMMINS INC | $56.50万 | 0.03% | 1,051 | 1,051 | — | $56.50万 | 新建仓 |
| SITM | SITIME CORP | $57.30万 | 0.03% | 1,659 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $58.30万 | 0.03% | 6,729 | 6,729 | — | $58.30万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $58.40万 | 0.03% | 23,573 | -3,369 | -12.5% | -$8.35万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $58.50万 | 0.03% | 15,218 | 893 | 6.2% | $3.43万 | 加仓 |
| ROST | ROSS STORES INC | $58.50万 | 0.03% | 2,701 | -137 | -4.8% | -$2.97万 | 减仓 |
| IBB | ISHARES TR | $58.60万 | 0.03% | 3,471 | 3,471 | — | $58.60万 | 新建仓 |
| FORM | FORMFACTOR INC | $58.80万 | 0.03% | 6,063 | 6,063 | — | $58.80万 | 新建仓 |
| DE | DEERE & CO | $58.90万 | 0.03% | 1,045 | -40 | -3.7% | -$2.25万 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $59.00万 | 0.03% | 62,984 | 62,984 | — | $59.00万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $59.30万 | 0.03% | 23,966 | 23,966 | — | $59.30万 | 新建仓 |
| SO | SOUTHERN CO | $59.70万 | 0.04% | 6,188 | 5 | 0.1% | $482 | 加仓 |
| CVSA | COVISTA INC | $59.70万 | 0.04% | 5,180 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $60.00万 | 0.04% | 1,840 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $60.70万 | 0.04% | 15,131 | 5,130 | 51.3% | $20.58万 | 加仓 |
| — | TALKSPACE INC | $60.90万 | 0.04% | 117,718 | -448 | -0.4% | -$2,318 | 减仓 |
| UNP | UNION PAC CORP | $61.30万 | 0.04% | 2,527 | -759 | -23.1% | -$18.41万 | 减仓 |
| STRA | STRATEGIC ED INC | $62.00万 | 0.04% | 7,475 | 313 | 4.4% | $2.60万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $62.70万 | 0.04% | 17,452 | 317 | 1.9% | $1.14万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $63.40万 | 0.04% | 10,326 | -2,691 | -20.7% | -$16.52万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $63.50万 | 0.04% | 75,735 | 75,735 | — | $63.50万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $63.80万 | 0.04% | 9,077 | -6,057 | -40.0% | -$42.57万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $64.20万 | 0.04% | 2,312 | -2,422 | -51.2% | -$67.25万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $64.30万 | 0.04% | 4,494 | -4,450 | -49.8% | -$63.67万 | 减仓 |
| ADI | ANALOG DEVICES INC | $64.50万 | 0.04% | 2,028 | 69 | 3.5% | $2.19万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $64.50万 | 0.04% | 7,007 | 7,007 | — | $64.50万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $65.00万 | 0.04% | 9,042 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $65.30万 | 0.04% | 31,763 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $65.60万 | 0.04% | 6,573 | 29 | 0.4% | $2,894 | 加仓 |
| GM | GENERAL MTRS CO | $66.00万 | 0.04% | 8,863 | 5,140 | 138.1% | $38.28万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $66.10万 | 0.04% | 3,809 | 10 | 0.3% | $1,735 | 加仓 |
| DHR | DANAHER CORP DEL | $66.70万 | 0.04% | 3,518 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $66.70万 | 0.04% | 30,755 | 1,850 | 6.4% | $4.01万 | 加仓 |
| PULS | PGIM ETF TR | $67.10万 | 0.04% | 13,560 | -1,145 | -7.8% | -$5.67万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $67.10万 | 0.04% | 3,421 | 873 | 34.3% | $17.12万 | 加仓 |
| KEY | KEYCORP | $67.30万 | 0.04% | 33,542 | 33,542 | — | $67.30万 | 新建仓 |
| UPBD | UPBOUND GROUP INC | $67.70万 | 0.04% | 37,522 | -1,617 | -4.1% | -$2.92万 | 减仓 |
| DIS | DISNEY WALT CO | $68.00万 | 0.04% | 7,058 | -1,369 | -16.2% | -$13.19万 | 减仓 |
| MPC | MARATHON PETE CORP | $68.10万 | 0.04% | 2,788 | -221 | -7.3% | -$5.40万 | 减仓 |
| NTES | NETEASE COM INC | $68.60万 | 0.04% | 6,130 | 2,559 | 71.7% | $28.64万 | 加仓 |
| IBN | ICICI BANK LIMITED | $69.80万 | 0.04% | 26,938 | -31,398 | -53.8% | -$81.36万 | 减仓 |
| NMR | NOMURA HLDGS INC | $70.20万 | 0.04% | 88,990 | 6,319 | 7.6% | $4.98万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $70.80万 | 0.04% | 9,251 | -7,069 | -43.3% | -$54.10万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $71.00万 | 0.04% | 7,552 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC | $71.20万 | 0.04% | 59,265 | 14,315 | 31.8% | $17.20万 | 加仓 |
| PRLB | PROTO LABS INC | $72.50万 | 0.04% | 12,720 | 3,370 | 36.0% | $19.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $72.70万 | 0.04% | 1,577 | 53 | 3.5% | $2.44万 | 加仓 |
| RY | ROYAL BK CDA | $73.10万 | 0.04% | 4,516 | 931 | 26.0% | $15.07万 | 加仓 |
| AMBA | AMBARELLA INC | $73.30万 | 0.04% | 14,242 | 1,336 | 10.4% | $6.88万 | 加仓 |
| AAT | AMERICAN ASSETS TR INC | $73.70万 | 0.04% | 40,027 | -1,828 | -4.4% | -$3.37万 | 减仓 |
| IRMD | IRADIMED CORP | $73.70万 | 0.04% | 7,661 | 579 | 8.2% | $5.57万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $74.10万 | 0.04% | 3,975 | -12,065 | -75.2% | -$224.91万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $74.10万 | 0.04% | 31,272 | 612 | 2.0% | $1.45万 | 加仓 |
| INTC | INTEL CORP | $74.10万 | 0.04% | 16,790 | -1,870 | -10.0% | -$8.25万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $74.40万 | 0.04% | 7,998 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $74.60万 | 0.04% | 53,845 | -10,214 | -15.9% | -$14.15万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $74.80万 | 0.04% | 9,966 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC | $74.90万 | 0.04% | 30,280 | -7,516 | -19.9% | -$18.59万 | 减仓 |
| AZN | ASTRAZENECA PLC | $75.50万 | 0.04% | 3,826 | 3,826 | — | $75.50万 | 新建仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $75.70万 | 0.04% | 27,034 | 3,841 | 16.6% | $10.76万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $76.50万 | 0.05% | 7,842 | -10,122 | -56.3% | -$98.74万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $76.50万 | 0.05% | 19,176 | 847 | 4.6% | $3.38万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $77.50万 | 0.05% | 18,350 | 5,351 | 41.2% | $22.60万 | 加仓 |
| GDDY | GODADDY INC | $77.70万 | 0.05% | 9,395 | -4,707 | -33.4% | -$38.93万 | 减仓 |
| HLIT | HARMONIC INC | $77.90万 | 0.05% | 86,740 | 0 | 0.0% | — | 不变 |