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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $532.50万 | 0.31% | 18,563 | 262 | 1.4% | $7.52万 | 加仓 |
| CMS | CMS ENERGY CORP | $544.90万 | 0.32% | 70,243 | -6,743 | -8.8% | -$52.31万 | 减仓 |
| DTE | DTE ENERGY CO | $562.10万 | 0.33% | 38,444 | -15,016 | -28.1% | -$219.55万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $572.30万 | 0.34% | 78,987 | -8,817 | -10.0% | -$63.88万 | 减仓 |
| — | EXXON MOBIL CORP | $585.40万 | 0.35% | 34,502 | -28 | -0.1% | -$4,751 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $588.10万 | 0.35% | 28,943 | 1,298 | 4.7% | $26.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $594.40万 | 0.35% | 20,206 | 643 | 3.3% | $18.92万 | 加仓 |
| PGR | PROGRESSIVE CORP | $603.60万 | 0.36% | 30,446 | -3,034 | -9.1% | -$60.15万 | 减仓 |
| EMLC | VANECK ETF TRUST | $670.40万 | 0.40% | 266,975 | 266,975 | — | $670.40万 | 新建仓 |
| EMB | ISHARES TR | $687.30万 | 0.41% | 73,170 | 73,170 | — | $687.30万 | 新建仓 |
| AVGO | BROADCOM INC | $702.20万 | 0.41% | 22,688 | 1,386 | 6.5% | $42.90万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $743.60万 | 0.44% | 185,262 | 29,140 | 18.7% | $116.96万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $757.50万 | 0.45% | 9,804 | -18 | -0.2% | -$1.39万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $770.40万 | 0.45% | 22,803 | -11,782 | -34.1% | -$398.06万 | 减仓 |
| AGG | ISHARES TR | $776.10万 | 0.46% | 78,176 | -535,220 | -87.3% | -$5,313.45万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $788.40万 | 0.47% | 15,778 | -547 | -3.4% | -$27.33万 | 减仓 |
| HYG | ISHARES TR | $789.50万 | 0.47% | 99,231 | 25,133 | 33.9% | $199.96万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $800.80万 | 0.47% | 105,857 | 105,857 | — | $800.80万 | 新建仓 |
| MRK | MERCK & CO INC | $813.10万 | 0.48% | 67,598 | -3,674 | -5.2% | -$44.19万 | 减仓 |
| NEM | NEWMONT CORP | $826.20万 | 0.49% | 76,322 | -11,259 | -12.9% | -$121.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $857.10万 | 0.51% | 17,886 | 9,183 | 105.5% | $440.05万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $857.60万 | 0.51% | 322,298 | 306,077 | 1,886.9% | $814.44万 | 加仓 |
| AMZN | AMAZON COM INC | $894.50万 | 0.53% | 42,948 | -13 | -0.0% | -$2,708 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $941.70万 | 0.56% | 188,528 | 136,624 | 263.2% | $682.44万 | 加仓 |
| PEP | PEPSICO INC | $942.80万 | 0.56% | 60,710 | -15,526 | -20.4% | -$241.11万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $945.60万 | 0.56% | 110,952 | -34,374 | -23.7% | -$292.96万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $977.10万 | 0.58% | 180,778 | 172,659 | 2,126.6% | $933.22万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $991.40万 | 0.58% | 211,334 | -275,606 | -56.6% | -$1,292.91万 | 减仓 |
| LLY | ELI LILLY & CO | $994.80万 | 0.59% | 10,816 | -354 | -3.2% | -$32.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,168.80万 | 0.69% | 182,398 | 162,450 | 814.4% | $1,040.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,190.80万 | 0.70% | 11,951 | -2,568 | -17.7% | -$255.88万 | 减仓 |
| META | META PLATFORMS INC | $1,262.60万 | 0.74% | 22,069 | -2,221 | -9.1% | -$127.07万 | 减仓 |
| GOOGL | ALPHABET INC | $1,328.70万 | 0.78% | 46,207 | -2,135 | -4.4% | -$61.39万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,501.80万 | 0.89% | 328,991 | -740,072 | -69.2% | -$3,378.33万 | 减仓 |
| TSLA | TESLA INC | $1,824.40万 | 1.08% | 49,075 | 5 | 0.0% | $1,859 | 加仓 |
| MSFT | MICROSOFT CORP | $1,898.40万 | 1.12% | 51,286 | 6,827 | 15.4% | $252.71万 | 加仓 |
| AAPL | APPLE INC | $2,706.50万 | 1.60% | 106,644 | 157 | 0.1% | $3.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,755.60万 | 1.63% | 158,002 | 12,395 | 8.5% | $216.17万 | 加仓 |
| IEF | ISHARES TR | $3,306.90万 | 1.95% | 346,492 | 286,405 | 476.7% | $2,733.43万 | 加仓 |
| — | RBB FD INC | $6,848.40万 | 4.04% | 2,670,413 | 706,647 | 36.0% | $1,812.23万 | 加仓 |
| — | RBB FD INC | $8,324.50万 | 4.91% | 2,546,955 | 235,461 | 10.2% | $769.58万 | 加仓 |
| — | RBB FD INC | $8,387.50万 | 4.95% | 3,002,332 | 867,584 | 40.6% | $2,423.74万 | 加仓 |
| SGLC | RBB FD INC | $1.38亿 | 8.12% | 3,703,084 | 1,290,179 | 53.5% | $4,792.72万 | 加仓 |
| LDRX | RBB FD INC | $2.35亿 | 13.84% | 7,650,483 | 1,689,174 | 28.3% | $5,178.44万 | 加仓 |
| USDX | RBB FD INC | $2.52亿 | 14.89% | 9,837,704 | -2,126,507 | -17.8% | -$5,455.33万 | 减仓 |