13F 机构持仓

Summit Global Investments

BOUNTIFUL UT · SEC CIK 0001697953

2026Q22026Q1 更早 9 个季度 🔒
$18.31亿2026Q2 申报市值
523持仓数
57.9%前十大占比 · 第一大 15.2%
74 / 43新建仓 / 清仓
申报市值走势$18.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

LDRX 15.2%
USDX 12.1%
SGLC 9.3%
RBB FD INC 5.4%
RBB FD INC 5.1%
RBB FD INC 5.1%
IEF 2.0%
NVDA 1.3%
AAPL 1.3%
TSLA 1.0%

2026Q2 买入最多 按季末市值估算

SGLC 加仓+$955.73万
LDRX 加仓+$827.89万
RBB FD INC 加仓+$550.60万
IEMG 加仓+$511.79万
RBB FD INC 加仓+$411.29万

2026Q2 卖出最多 按季末市值估算

USDX 减仓-$2,850.85万
MU 减仓-$1,802.50万
MXL 减仓-$778.66万
AAPL 减仓-$716.62万
NVDA 减仓-$706.98万

2026Q2 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
FOXY SIMPLIFY EXCHANGE TRADED FUN $44.50万0.02%14,936 3,98236.4% $11.86万 加仓
EXE EXPAND ENERGY CORPORATION $44.50万0.02%4,878 4,878— $44.50万 新建仓
SM SM ENERGY COMPANY $44.70万0.02%17,114 -27,706-61.8% -$72.37万 减仓
BCE BCE INC $44.80万0.02%20,847 2361.1% $5,072 加仓
TU TELUS CORPORATION $44.90万0.02%42,450 31,494287.5% $33.31万 加仓
BHP BHP BILLITON LIMITED $45.00万0.02%5,404 5,404— $45.00万 新建仓
DE DEERE & CO $45.80万0.03%722 -323-30.9% -$20.49万 减仓
USB US BANCORP $45.80万0.03%7,590 -2,625-25.7% -$15.84万 减仓
CPF CENTRAL PAC FINL CORP $45.80万0.03%11,978 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $45.80万0.03%1,538 1,538— $45.80万 新建仓
TD TORONTO DOMINION BK ONT $46.30万0.03%3,814 3459.9% $4.19万 重新持有
LNG CHENIERE ENERGY INC $46.90万0.03%1,964 1649.1% $3.92万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $47.00万0.03%15,862 4,04134.2% $11.97万 加仓
VST VISTRA CORP $47.00万0.03%2,964 63427.2% $10.05万 加仓
ISRG INTUITIVE SURGICAL INC $47.50万0.03%1,195 -382-24.2% -$15.18万 减仓
COP CONOCOPHILLIPS $47.80万0.03%4,599 -1,543-25.1% -$16.04万 减仓
NRIM NORTHRIM BANCORP INC $47.90万0.03%17,262 00.0% — 不变
ING ING GROEP N.V. $48.10万0.03%15,334 -551-3.5% -$1.73万 减仓
CVLT COMMVAULT SYS INC $48.10万0.03%3,391 00.0% — 不变
MTRN MATERION CORP $48.60万0.03%1,635 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $48.80万0.03%12,366 12,366— $48.80万 新建仓
CXW CORECIVIC INC $49.00万0.03%16,139 16,139— $49.00万 新建仓
SPG SIMON PPTY GROUP INC NEW $49.40万0.03%2,210 -1,765-44.4% -$39.45万 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $49.40万0.03%16,561 1,50010.0% $4.47万 加仓
IIIN INSTEEL INDS INC $49.70万0.03%16,464 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $49.90万0.03%10,667 40.0% $187 加仓
DHR DANAHER CORP DEL $50.00万0.03%2,625 -893-25.4% -$17.01万 减仓
MMM 3M CO $50.00万0.03%3,089 92943.0% $15.04万 加仓
AIN ALBANY INTL CORP $50.20万0.03%6,737 2,72567.9% $20.31万 加仓
IBIT ISHARES BITCOIN TRUST ETF $50.60万0.03%15,198 -20-0.1% -$666 减仓
CGCP CAPITAL GRP FIXED INCM ETF T $50.60万0.03%22,723 4,50524.7% $10.03万 加仓
NJR NEW JERSEY RES CORP $51.40万0.03%9,165 00.0% — 不变
TER TERADYNE INC $51.50万0.03%1,065 1,065— $51.50万 新建仓
VNQI VANGUARD INTL EQUITY INDEX F $51.60万0.03%11,500 2,98435.0% $13.39万 加仓
CB CHUBB LIMITED $52.00万0.03%1,525 -315-17.1% -$10.74万 减仓
NEE NEXTERA ENERGY INC $52.10万0.03%5,935 -2,547-30.0% -$22.36万 减仓
CNC CENTENE CORP DEL $52.20万0.03%8,129 240.3% $1,541 加仓
DEA EASTERLY GOVT PPTYS INC $52.80万0.03%21,166 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $52.90万0.03%7,860 -289-3.5% -$1.95万 减仓
SMP STANDARD MTR PRODS INC $53.20万0.03%13,651 -392-2.8% -$1.53万 减仓
AROC ARCHROCK INC $53.40万0.03%13,112 13,112— $53.40万 新建仓
BMO BANK MONTREAL MEDIUM $53.60万0.03%3,035 3,035— $53.60万 新建仓
SNX TD SYNNEX CORPORATION $53.60万0.03%2,005 2,005— $53.60万 新建仓
NWG NATWEST GROUP PLC $55.00万0.03%31,202 -35,553-53.3% -$62.67万 减仓
SAFE SAFEHOLD INC $55.20万0.03%35,142 00.0% — 不变
FN FABRINET $55.70万0.03%991 991— $55.70万 新建仓
DV DOUBLEVERIFY HLDGS INC $56.60万0.03%52,226 42,185420.1% $45.72万 加仓
ROST ROSS STORES INC $57.60万0.03%2,706 50.2% $1,064 加仓
UNP UNION PAC CORP $57.70万0.03%2,121 -406-16.1% -$11.04万 减仓
GKOS GLAUKOS CORP $58.00万0.03%4,149 -4,700-53.1% -$65.70万 减仓
TALO TALOS ENERGY INC $58.00万0.03%44,892 44,892— $58.00万 新建仓
IJH ISHARES TR $58.30万0.03%7,564 -213-2.7% -$1.64万 减仓
VNQ VANGUARD INDEX FDS $59.30万0.03%6,151 1,34728.0% $12.99万 加仓
HST HOST HOTELS & RESORTS INC $59.40万0.03%25,042 580.2% $1,376 加仓
QQQM INVESCO EXCH TRADED FD TR II $59.50万0.03%1,963 1186.4% $3.58万 加仓
STRA STRATEGIC ED INC $59.60万0.03%7,780 3054.1% $2.34万 加仓
— QORVO INC $60.00万0.03%6,432 6,432— $60.00万 新建仓
AXP AMERICAN EXPRESS CO $60.10万0.03%1,775 -843-32.2% -$28.54万 减仓
GM GENERAL MTRS CO $60.10万0.03%7,792 -1,071-12.1% -$8.26万 减仓
RL RALPH LAUREN CORP $60.30万0.03%1,502 -8-0.5% -$3,212 减仓
ATMU ATMUS FILTRATION TECHNOLOGIE $60.60万0.03%11,879 11,879— $60.60万 新建仓
TNK TEEKAY TANKERS LTD $60.80万0.03%9,377 -3,769-28.7% -$24.44万 减仓
CALX CALIX INC $60.90万0.03%16,328 00.0% — 不变
ASX ASE TECHNOLOGY HLDG CO LTD $60.90万0.03%13,498 -17,257-56.1% -$77.86万 减仓
LGND LIGAND PHARMACEUTICALS INC $61.20万0.03%1,937 00.0% — 不变
PTCT PTC THERAPEUTICS INC $61.50万0.03%7,542 4,369137.7% $35.63万 加仓
UBS UBS GROUP AG $62.60万0.03%12,636 -828-6.1% -$4.10万 减仓
ABT ABBOTT LABORATORIES $62.90万0.03%6,937 -1,400-16.8% -$12.69万 减仓
TMO THERMO FISHER SCIENTIFIC INC $63.40万0.03%1,264 -419-24.9% -$21.02万 减仓
LOPE GRAND CANYON ED INC $63.70万0.03%4,448 -266-5.6% -$3.81万 减仓
T AT&T INC $63.80万0.03%30,807 -3,625-10.5% -$7.51万 减仓
CMCSA COMCAST CORP NEW $64.10万0.04%26,117 -2,635-9.2% -$6.47万 减仓
SPYX SPDR SERIES TRUST $64.60万0.04%10,575 10,575— $64.60万 新建仓
GRMN GARMIN LTD $64.70万0.04%2,722 1,604143.5% $38.13万 加仓
INFY INFOSYS LTD $64.80万0.04%61,815 32,473110.7% $34.04万 加仓
PULS PGIM ETF TR $65.60万0.04%13,239 -321-2.4% -$1.59万 减仓
BA BOEING CO $66.00万0.04%3,048 -1,041-25.5% -$22.54万 减仓
AX AXOS FINANCIAL INC $66.00万0.04%6,778 1,34224.7% $13.07万 加仓
CDE COEUR MNG INC $66.30万0.04%40,613 -2,441-5.7% -$3.98万 减仓
CGGO CAPITAL GROUP GBL GROWTH EQT $67.20万0.04%15,865 3982.6% $1.69万 加仓
VTV VANGUARD INDEX FDS $67.30万0.04%3,089 -332-9.7% -$7.23万 减仓
SCHF SCHWAB STRATEGIC TR $67.80万0.04%24,483 5172.2% $1.43万 加仓
LRCX LAM RESEARCH CORP $69.00万0.04%1,592 1,592— $69.00万 新建仓
VOD VODAFONE GROUP PLC $69.50万0.04%52,516 -21,421-29.0% -$28.35万 减仓
HSBC HSBC HLDGS PLC $69.60万0.04%7,323 7,323— $69.60万 新建仓
MO ALTRIA GROUP INC $70.50万0.04%9,794 -2,042-17.3% -$14.70万 减仓
MPC MARATHON PETE CORP $70.70万0.04%2,766 -22-0.8% -$5,623 减仓
BANC BANC OF CALIFORNIA INC $70.70万0.04%34,583 34,583— $70.70万 新建仓
COHU COHU INC $71.40万0.04%9,664 00.0% — 不变
MCD MCDONALDS CORP $71.80万0.04%2,657 -707-21.0% -$19.11万 减仓
ETSY ETSY INC $72.10万0.04%9,570 2,37433.0% $17.89万 加仓
LIN LINDE PLC $72.30万0.04%1,392 -361-20.6% -$18.75万 减仓
SNPS SYNOPSYS INC $72.90万0.04%1,635 1,635— $72.90万 新建仓
KTB KONTOOR BRANDS INC $73.00万0.04%8,754 -323-3.6% -$2.69万 减仓
SNDK SANDISK CORP $73.00万0.04%321 321— $73.00万 新建仓
GFF GRIFFON CORP $73.20万0.04%7,504 -8,928-54.3% -$87.09万 减仓
MTCH MATCH GROUP INC NEW $73.20万0.04%19,228 19,228— $73.20万 新建仓
CALY CALLAWAY GOLF CO $73.70万0.04%39,222 39,222— $73.70万 新建仓
ADSK AUTODESK INC $73.80万0.04%3,798 -477-11.2% -$9.27万 减仓
SCSC SCANSOURCE INC $73.80万0.04%14,177 00.0% — 不变