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
MWA MUELLER WTR PRODS INC $119.60万0.07%46,321 00.0% — 不变
CARG CARGURUS INC $119.90万0.07%35,182 -1,400-3.8% -$4.77万 减仓
AAMI ACADIAN ASSET MANAGEMENT INC $120.90万0.07%16,908 -749-4.2% -$5.36万 减仓
UCTT ULTRA CLEAN HLDGS INC $121.00万0.07%8,487 1722.1% $2.45万 加仓
SANM SANMINA CORP $122.50万0.07%4,840 4,840— $122.50万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $122.60万0.07%9,961 7,102248.4% $87.41万 加仓
ACN ACCENTURE PLC IRELAND $122.70万0.07%9,863 1,76721.8% $21.98万 加仓
TPR TAPESTRY INC $122.90万0.07%8,393 8,393— $122.90万 新建仓
E ENI SPA $123.00万0.07%26,239 26,239— $123.00万 新建仓
NLY ANNALY CAPITAL MANAGEMENT IN $123.10万0.07%55,042 -12,538-18.6% -$28.04万 减仓
AZN ASTRAZENECA PLC $124.10万0.07%6,543 2,71771.0% $51.53万 加仓
MLI MUELLER INDS INC $124.20万0.07%10,100 -452-4.3% -$5.56万 减仓
JXN JACKSON FINANCIAL INC $125.50万0.07%12,259 -21-0.2% -$2,150 减仓
NFLX NETFLIX INC. $125.60万0.07%17,587 -6,219-26.1% -$44.41万 减仓
MCY MERCURY GENL CORP NEW $126.20万0.07%11,839 -258-2.1% -$2.75万 减仓
AMBA AMBARELLA INC $127.00万0.07%14,805 5634.0% $4.83万 加仓
RDN RADIAN GROUP INC $129.20万0.07%34,299 2,8509.1% $10.74万 加仓
FTDR FRONTDOOR INC $129.90万0.07%16,737 7,61483.5% $59.09万 加仓
ANDE ANDERSONS INC $130.20万0.07%19,035 -3,741-16.4% -$25.59万 减仓
PRG PROG HOLDINGS INC $131.00万0.07%28,100 00.0% — 不变
AVA AVISTA CORP $133.10万0.07%32,535 17,404115.0% $71.20万 加仓
BMY BRISTOL-MYERS SQUIBB CO $136.40万0.07%23,680 -2,978-11.2% -$17.15万 减仓
TILE INTERFACE INC $136.70万0.07%38,130 -1,476-3.7% -$5.29万 减仓
DIOD DIODES INC $137.10万0.07%12,530 -7,397-37.1% -$80.94万 减仓
IVV ISHARES TR $137.80万0.08%1,840 -63-3.3% -$4.72万 减仓
ACLS AXCELIS TECHNOLOGIES INC $138.90万0.08%7,334 -664-8.3% -$12.58万 减仓
MATX MATSON INC $139.80万0.08%7,271 -350-4.6% -$6.73万 减仓
ADBE ADOBE INC $140.10万0.08%6,831 -1,148-14.4% -$23.54万 减仓
DB DEUTSCHE BK AG $140.30万0.08%41,545 1,1953.0% $4.04万 加仓
OFG OFG BANCORP $140.70万0.08%28,664 -777-2.6% -$3.81万 减仓
MHO M/I HOMES INC $140.80万0.08%8,757 -328-3.6% -$5.27万 减仓
CBRE CBRE GROUP INC $142.20万0.08%10,558 -4,657-30.6% -$62.72万 减仓
SNEX STONEX GROUP INC $142.70万0.08%12,043 8,123207.2% $96.25万 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD $142.90万0.08%89,173 -27,321-23.5% -$43.78万 减仓
KMT KENNAMETAL INC $143.40万0.08%40,919 40,919— $143.40万 新建仓
PFE PFIZER INC $145.70万0.08%60,517 1670.3% $4,021 加仓
ADP AUTOMATIC DATA PROCESSING IN $145.80万0.08%6,512 -22,431-77.5% -$502.22万 减仓
ASTE ASTEC INDS INC $146.50万0.08%23,940 3,99920.1% $24.47万 加仓
VRSN VERISIGN INC $147.40万0.08%5,860 -1,063-15.4% -$26.74万 减仓
ECG EVERUS CONSTR GROUP $147.60万0.08%8,894 -1,415-13.7% -$23.48万 减仓
GILD GILEAD SCIENCES INC $148.00万0.08%11,712 -339-2.8% -$4.28万 减仓
PRU PRUDENTIAL FINL INC $148.00万0.08%13,710 11,124430.2% $120.08万 重新持有
BPOP POPULAR INC $148.50万0.08%9,044 -405-4.3% -$6.65万 减仓
KALU KAISER ALUMINIUM CORPORATION $149.60万0.08%7,645 -1,336-14.9% -$26.14万 减仓
INTU INTUIT $149.60万0.08%5,732 3,687180.3% $96.23万 加仓
ACGL ARCH CAP GROUP LTD $153.00万0.08%15,764 -179-1.1% -$1.74万 减仓
VIRT VIRTU FINL INC $154.30万0.08%25,900 -10,988-29.8% -$65.46万 重新持有
BNY BANK OF NY MELLON CORP $158.90万0.09%10,986 2,80934.4% $40.63万 加仓
SPY STATE STR SPDR S&P 500 ETF T $162.10万0.09%2,170 86966.8% $64.91万 加仓
ADI ANALOG DEVICES INC $162.50万0.09%4,091 2,063101.7% $81.95万 加仓
CGGR CAPITAL GROUP GROWTH ETF $163.50万0.09%34,638 2,3037.1% $10.87万 加仓
ROG ROGERS CORP $164.80万0.09%10,066 -1,025-9.2% -$16.78万 减仓
SHEL SHELL PLC $167.20万0.09%21,558 -11,917-35.6% -$92.43万 减仓
AZO AUTOZONE INC $170.00万0.09%532 -102-16.1% -$32.59万 减仓
INTC INTEL CORP $172.90万0.09%12,383 -4,407-26.2% -$61.53万 减仓
V VISA INC $173.00万0.09%5,042 -2,807-35.8% -$96.31万 减仓
CBOE CBOE GLOBAL MKTS INC $174.20万0.10%7,179 1,91336.3% $46.42万 加仓
TXN TEXAS INSTRS INC $174.40万0.10%5,851 1542.7% $4.59万 加仓
ACMR ACM RESH INC $174.60万0.10%13,762 5,17060.2% $65.59万 加仓
VTWO VANGUARD SCOTTSDALE FDS $175.80万0.10%14,480 6,44680.2% $78.26万 重新持有
CAT CATERPILLAR INC $178.10万0.10%1,673 -345-17.1% -$36.73万 减仓
QCOM QUALCOMM INC $179.10万0.10%9,690 -6,775-41.1% -$125.22万 减仓
SYY SYSCO CORP $186.50万0.10%22,316 -21-0.1% -$1,755 减仓
BMRN BIOMARIN PHARMACEUTICAL INC $186.90万0.10%32,667 -46,388-58.7% -$265.40万 减仓
BKNG BOOKING HOLDINGS INC $190.70万0.10%10,701 -5,199-32.7% -$92.65万 减仓
VB VANGUARD INDEX FDS $191.10万0.10%6,303 98718.6% $29.92万 加仓
WELL WELLTOWER INC $191.80万0.10%8,449 1411.7% $3.20万 加仓
NGG NATIONAL GRID PLC $196.50万0.11%23,716 8,03851.3% $66.60万 加仓
KLIC KULICKE & SOFFA INDS INC $196.50万0.11%14,687 -3,478-19.1% -$46.53万 减仓
EXC EXELON CORP $197.20万0.11%42,290 -21,820-34.0% -$101.75万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $197.20万0.11%78,692 -8,550-9.8% -$21.43万 减仓
EOG EOG RES INC $198.20万0.11%15,277 8,017110.4% $104.01万 加仓
PG PROCTER & GAMBLE CO $199.70万0.11%13,617 -4,127-23.3% -$60.52万 减仓
IJR ISHARES TR $206.70万0.11%13,936 -258-1.8% -$3.83万 减仓
CRM SALESFORCE INC $207.20万0.11%13,227 6,849107.4% $107.29万 加仓
AEE AMEREN CORP $207.70万0.11%18,370 1,0245.9% $11.58万 加仓
FTNT FORTINET INC $208.00万0.11%13,542 2,53023.0% $38.86万 加仓
PPL PPL CORP $209.70万0.11%57,691 57,691— $209.70万 新建仓
UPS UNITED PARCEL SVCS INC $216.10万0.12%20,101 -679-3.3% -$7.30万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $219.10万0.12%44,466 3,1337.6% $15.44万 加仓
— VANGUARD WORLD FD $221.30万0.12%23,043 4,39023.5% $42.16万 加仓
UNH UNITEDHEALTH GROUP INC $222.60万0.12%5,356 -1,164-17.9% -$48.38万 减仓
CME CME GROUP INC $224.00万0.12%10,145 3,35049.3% $73.97万 加仓
LMT LOCKHEED MARTIN CORP $224.70万0.12%4,411 3478.5% $17.68万 加仓
CSCO CISCO SYS INC $227.10万0.12%19,330 -12,348-39.0% -$145.07万 减仓
HD HOME DEPOT INC $228.20万0.12%6,471 -398-5.8% -$14.04万 减仓
COR CENCORA INC $228.30万0.12%8,066 -1,064-11.7% -$30.12万 减仓
JNJ JOHNSON & JOHNSON $249.10万0.14%9,808 -524-5.1% -$13.31万 减仓
IBND SPDR SERIES TRUST $252.00万0.14%80,831 8,16011.2% $25.44万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $257.50万0.14%31,733 25,846439.0% $209.73万 加仓
CMS CMS ENERGY CORP $266.30万0.15%34,813 -35,430-50.4% -$271.02万 减仓
ANET ARISTA NETWORKS INC $270.00万0.15%15,893 -110-0.7% -$1.87万 减仓
MSI MOTOROLA SOLUTIONS INC $284.90万0.16%6,860 3,24289.6% $134.64万 加仓
DVYE ISHARES INC $287.70万0.16%89,250 4,2084.9% $13.56万 加仓
ABBV ABBVIE INC $291.20万0.16%11,572 -3,003-20.6% -$75.57万 减仓
CMI CUMMINS INC $292.60万0.16%4,102 3,051290.3% $217.63万 加仓
DUK DUKE ENERGY CORP NEW $296.20万0.16%23,397 14,432161.0% $182.71万 加仓
CVX CHEVRON CORPORATION $311.70万0.17%18,804 5,09237.1% $84.41万 加仓
DEM WISDOMTREE TR $315.10万0.17%58,580 4110.7% $2.21万 加仓
NI NISOURCE INC $342.30万0.19%71,984 14,89726.1% $70.84万 加仓