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 |
|---|---|---|---|---|---|---|---|---|
| ECG | EVERUS CONSTR GROUP | $121.70万 | 0.07% | 10,309 | -4,514 | -30.5% | -$53.29万 | 减仓 |
| IVV | ISHARES TR | $124.30万 | 0.07% | 1,903 | 165 | 9.5% | $10.78万 | 加仓 |
| CARG | CARGURUS INC | $124.60万 | 0.07% | 36,582 | -120 | -0.3% | -$4,087 | 减仓 |
| MATX | MATSON INC | $124.90万 | 0.07% | 7,621 | -4,246 | -35.8% | -$69.59万 | 减仓 |
| BPOP | POPULAR INC | $126.80万 | 0.07% | 9,449 | -246 | -2.5% | -$3.30万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $127.30万 | 0.08% | 46,321 | -496 | -1.1% | -$1.36万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $129.40万 | 0.08% | 4,421 | -5,190 | -54.0% | -$151.91万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $129.80万 | 0.08% | 12,280 | 155 | 1.3% | $1.64万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $130.00万 | 0.08% | 32,335 | 1,231 | 4.0% | $4.95万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $130.00万 | 0.08% | 3,193 | 194 | 6.5% | $7.90万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $130.30万 | 0.08% | 22,164 | -30,874 | -58.2% | -$181.51万 | 减仓 |
| NGG | NATIONAL GRID PLC | $132.60万 | 0.08% | 15,678 | -15,946 | -50.4% | -$134.87万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $133.30万 | 0.08% | 26,554 | -684 | -2.5% | -$3.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $133.50万 | 0.08% | 8,074 | 897 | 12.5% | $14.83万 | 加仓 |
| DIOD | DIODES INC | $136.00万 | 0.08% | 19,927 | 15,650 | 365.9% | $106.81万 | 加仓 |
| BHE | BENCHMARK ELECTRS INC | $136.70万 | 0.08% | 24,391 | -25 | -0.1% | -$1,401 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $137.90万 | 0.08% | 153,593 | -107,528 | -41.2% | -$96.54万 | 减仓 |
| VB | VANGUARD INDEX FDS | $139.20万 | 0.08% | 5,316 | 4,104 | 338.6% | $107.46万 | 加仓 |
| SM | SM ENERGY COMPANY | $139.70万 | 0.08% | 44,820 | -1,597 | -3.4% | -$4.98万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $140.80万 | 0.08% | 37,832 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $142.90万 | 0.08% | 67,580 | 7,412 | 12.3% | $15.67万 | 加仓 |
| CAT | CATERPILLAR INC | $143.00万 | 0.08% | 2,018 | -452 | -18.3% | -$32.03万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $147.70万 | 0.09% | 4,302 | 3,072 | 249.8% | $105.47万 | 加仓 |
| ATEN | A10 NETWORKS INC | $147.80万 | 0.09% | 63,936 | -3,614 | -5.4% | -$8.35万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $148.00万 | 0.09% | 5,266 | 4,104 | 353.2% | $115.34万 | 加仓 |
| — | VANGUARD WORLD FD | $151.80万 | 0.09% | 18,653 | 11,473 | 159.8% | $93.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $152.10万 | 0.09% | 7,475 | -1,000 | -11.8% | -$20.35万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $153.00万 | 0.09% | 15,943 | 280 | 1.8% | $2.69万 | 加仓 |
| C | CITIGROUP INC | $154.70万 | 0.09% | 13,637 | 356 | 2.7% | $4.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $157.00万 | 0.09% | 3,618 | 2,440 | 207.1% | $105.88万 | 加仓 |
| SYY | SYSCO CORP | $159.30万 | 0.09% | 22,337 | 1,282 | 6.1% | $9.14万 | 加仓 |
| FOX | FOX CORP | $159.40万 | 0.09% | 30,022 | -650 | -2.1% | -$3.45万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $160.50万 | 0.09% | 8,096 | 4,432 | 121.0% | $87.86万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $161.70万 | 0.10% | 26,658 | 1,761 | 7.1% | $10.68万 | 加仓 |
| ANDE | ANDERSONS INC | $163.50万 | 0.10% | 22,776 | -2,936 | -11.4% | -$21.08万 | 减仓 |
| WELL | WELLTOWER INC | $164.30万 | 0.10% | 8,308 | 3,927 | 89.6% | $77.66万 | 重新持有 |
| GILD | GILEAD SCIENCES INC | $168.00万 | 0.10% | 12,051 | -18,810 | -61.0% | -$262.23万 | 减仓 |
| PFE | PFIZER INC | $169.50万 | 0.10% | 60,350 | 18,119 | 42.9% | $50.89万 | 加仓 |
| USMV | ISHARES TR | $170.00万 | 0.10% | 18,328 | 18,328 | — | $170.00万 | 新建仓 |
| VRSN | VERISIGN INC | $172.00万 | 0.10% | 6,923 | -10,756 | -60.8% | -$267.23万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $174.00万 | 0.10% | 3,896 | -308 | -7.3% | -$13.76万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $175.80万 | 0.10% | 41,333 | 1,734 | 4.4% | $7.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $176.40万 | 0.10% | 6,520 | -159 | -2.4% | -$4.30万 | 减仓 |
| IJR | ISHARES TR | $176.40万 | 0.10% | 14,194 | 5,550 | 64.2% | $68.97万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $185.90万 | 0.11% | 10,061 | -13,818 | -57.9% | -$255.32万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $188.90万 | 0.11% | 25,822 | 25,822 | — | $188.90万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $189.00万 | 0.11% | 87,242 | 6,254 | 7.7% | $13.55万 | 加仓 |
| AEE | AMEREN CORP | $190.70万 | 0.11% | 17,346 | -6,847 | -28.3% | -$75.28万 | 减仓 |
| ADBE | ADOBE INC | $194.00万 | 0.11% | 7,979 | -3,934 | -33.0% | -$95.65万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $196.50万 | 0.12% | 16,003 | -34,162 | -68.1% | -$419.47万 | 减仓 |
| CME | CME GROUP INC | $200.70万 | 0.12% | 6,795 | -3,513 | -34.1% | -$103.76万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $204.40万 | 0.12% | 20,780 | 7,478 | 56.2% | $73.56万 | 加仓 |
| CBRE | CBRE GROUP INC | $206.10万 | 0.12% | 15,215 | -5,032 | -24.9% | -$68.16万 | 减仓 |
| EG | EVEREST GROUP LTD | $208.00万 | 0.12% | 6,365 | 17 | 0.3% | $5,555 | 加仓 |
| QQQ | INVESCO QQQ TR | $210.70万 | 0.12% | 3,651 | 257 | 7.6% | $14.83万 | 加仓 |
| QCOM | QUALCOMM INC | $212.00万 | 0.13% | 16,465 | 1,069 | 6.9% | $13.76万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $212.20万 | 0.13% | 7,276 | 2,180 | 42.8% | $63.58万 | 加仓 |
| ALL | ALLSTATE CORP | $212.60万 | 0.13% | 10,252 | -196 | -1.9% | -$4.06万 | 减仓 |
| AZO | AUTOZONE INC | $214.20万 | 0.13% | 634 | -279 | -30.6% | -$94.26万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $215.70万 | 0.13% | 116,494 | 12,121 | 11.6% | $22.44万 | 加仓 |
| MCK | MCKESSON CORP | $220.60万 | 0.13% | 2,549 | -2,435 | -48.9% | -$210.73万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $222.60万 | 0.13% | 36,343 | 36,343 | — | $222.60万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $225.10万 | 0.13% | 17,083 | -7,721 | -31.1% | -$101.74万 | 减仓 |
| HD | HOME DEPOT INC | $225.90万 | 0.13% | 6,869 | -1,807 | -20.8% | -$59.43万 | 减仓 |
| IBND | SPDR SERIES TRUST | $225.90万 | 0.13% | 72,671 | 72,671 | — | $225.90万 | 新建仓 |
| NFLX | NETFLIX INC. | $228.90万 | 0.14% | 23,806 | 6 | 0.0% | $577 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $230.50万 | 0.14% | 24,536 | -982 | -3.8% | -$9.23万 | 减仓 |
| V | VISA INC | $237.20万 | 0.14% | 7,849 | 112 | 1.4% | $3.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $245.70万 | 0.14% | 4,064 | -2,915 | -41.8% | -$176.23万 | 减仓 |
| CSCO | CISCO SYS INC | $245.80万 | 0.15% | 31,678 | -2,680 | -7.8% | -$20.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $252.60万 | 0.15% | 10,332 | -2,525 | -19.6% | -$61.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $256.30万 | 0.15% | 17,744 | 5,266 | 42.2% | $76.06万 | 加仓 |
| NI | NISOURCE INC | $266.40万 | 0.16% | 57,087 | -34,159 | -37.4% | -$159.41万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $267.80万 | 0.16% | 636 | 30 | 5.0% | $12.63万 | 加仓 |
| TSN | TYSON FOODS INC | $271.70万 | 0.16% | 42,414 | 2,089 | 5.2% | $13.38万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $280.90万 | 0.17% | 71,161 | 8,715 | 14.0% | $34.40万 | 加仓 |
| CVX | CHEVRON CORPORATION | $283.70万 | 0.17% | 13,712 | -1,825 | -11.7% | -$37.76万 | 减仓 |
| COR | CENCORA INC | $286.80万 | 0.17% | 9,130 | -3,441 | -27.4% | -$108.09万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $287.60万 | 0.17% | 59,529 | -102,842 | -63.3% | -$496.86万 | 减仓 |
| DEM | WISDOMTREE TR | $289.00万 | 0.17% | 58,169 | -9,471 | -14.0% | -$47.05万 | 减仓 |
| DVYE | ISHARES INC | $292.40万 | 0.17% | 85,042 | 4,878 | 6.1% | $16.77万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $305.60万 | 0.18% | 27,005 | -806 | -2.9% | -$9.12万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $307.10万 | 0.18% | 5,139 | 2,882 | 127.7% | $172.22万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $308.60万 | 0.18% | 14,603 | -10,602 | -42.1% | -$224.05万 | 减仓 |
| MGA | MAGNA INTL INC | $311.10万 | 0.18% | 55,744 | 5,663 | 11.3% | $31.60万 | 加仓 |
| SHEL | SHELL PLC | $311.30万 | 0.18% | 33,475 | 27,398 | 450.8% | $254.79万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $312.70万 | 0.18% | 65,080 | 46,377 | 248.0% | $222.83万 | 加仓 |
| EXC | EXELON CORP | $314.30万 | 0.19% | 64,110 | 155 | 0.2% | $7,599 | 加仓 |
| ABBV | ABBVIE INC | $317.00万 | 0.19% | 14,575 | -2,341 | -13.8% | -$50.92万 | 减仓 |
| BAC | BANK AMERICA CORP | $317.00万 | 0.19% | 65,032 | 16,784 | 34.8% | $81.81万 | 加仓 |
| APH | AMPHENOL CORP | $318.10万 | 0.19% | 25,180 | 1,497 | 6.3% | $18.91万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $350.90万 | 0.21% | 5,917 | -239 | -3.9% | -$14.17万 | 减仓 |
| EME | EMCOR GROUP INC | $352.00万 | 0.21% | 4,768 | 1,104 | 30.1% | $81.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $403.30万 | 0.24% | 12,572 | -451 | -3.5% | -$14.47万 | 减仓 |
| KO | COCA COLA CO | $444.00万 | 0.26% | 58,382 | 36,904 | 171.8% | $280.66万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $446.60万 | 0.26% | 79,055 | -144 | -0.2% | -$8,135 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $473.30万 | 0.28% | 32,355 | 17,001 | 110.7% | $248.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $496.10万 | 0.29% | 14,678 | 1,796 | 13.9% | $60.70万 | 加仓 |
| EVRG | EVERGY INC | $516.10万 | 0.30% | 63,001 | -2,196 | -3.4% | -$17.99万 | 减仓 |
| INCY | INCYTE CORP | $527.60万 | 0.31% | 56,059 | -6,067 | -9.8% | -$57.10万 | 减仓 |