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 |
|---|---|---|---|---|---|---|---|---|
| ATO | ATMOS ENERGY CORP | $185.90万 | 0.11% | 10,061 | -13,818 | -57.9% | -$255.32万 | 减仓 |
| 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 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $175.80万 | 0.10% | 41,333 | 1,734 | 4.4% | $7.38万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $174.00万 | 0.10% | 3,896 | -308 | -7.3% | -$13.76万 | 减仓 |
| VRSN | VERISIGN INC | $172.00万 | 0.10% | 6,923 | -10,756 | -60.8% | -$267.23万 | 减仓 |
| USMV | ISHARES TR | $170.00万 | 0.10% | 18,328 | 18,328 | — | $170.00万 | 新建仓 |
| PFE | PFIZER INC | $169.50万 | 0.10% | 60,350 | 18,119 | 42.9% | $50.89万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $168.00万 | 0.10% | 12,051 | -18,810 | -61.0% | -$262.23万 | 减仓 |
| WELL | WELLTOWER INC | $164.30万 | 0.10% | 8,308 | 3,927 | 89.6% | $77.66万 | 重新持有 |
| ANDE | ANDERSONS INC | $163.50万 | 0.10% | 22,776 | -2,936 | -11.4% | -$21.08万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $161.70万 | 0.10% | 26,658 | 1,761 | 7.1% | $10.68万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $160.50万 | 0.09% | 8,096 | 4,432 | 121.0% | $87.86万 | 加仓 |
| FOX | FOX CORP | $159.40万 | 0.09% | 30,022 | -650 | -2.1% | -$3.45万 | 减仓 |
| SYY | SYSCO CORP | $159.30万 | 0.09% | 22,337 | 1,282 | 6.1% | $9.14万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $157.00万 | 0.09% | 3,618 | 2,440 | 207.1% | $105.88万 | 加仓 |
| C | CITIGROUP INC | $154.70万 | 0.09% | 13,637 | 356 | 2.7% | $4.04万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $153.00万 | 0.09% | 15,943 | 280 | 1.8% | $2.69万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $152.10万 | 0.09% | 7,475 | -1,000 | -11.8% | -$20.35万 | 减仓 |
| — | VANGUARD WORLD FD | $151.80万 | 0.09% | 18,653 | 11,473 | 159.8% | $93.37万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $148.00万 | 0.09% | 5,266 | 4,104 | 353.2% | $115.34万 | 加仓 |
| ATEN | A10 NETWORKS INC | $147.80万 | 0.09% | 63,936 | -3,614 | -5.4% | -$8.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $147.70万 | 0.09% | 4,302 | 3,072 | 249.8% | $105.47万 | 加仓 |
| CAT | CATERPILLAR INC | $143.00万 | 0.08% | 2,018 | -452 | -18.3% | -$32.03万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $142.90万 | 0.08% | 67,580 | 7,412 | 12.3% | $15.67万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $140.80万 | 0.08% | 37,832 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $139.70万 | 0.08% | 44,820 | -1,597 | -3.4% | -$4.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $139.20万 | 0.08% | 5,316 | 4,104 | 338.6% | $107.46万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $137.90万 | 0.08% | 153,593 | -107,528 | -41.2% | -$96.54万 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $136.70万 | 0.08% | 24,391 | -25 | -0.1% | -$1,401 | 减仓 |
| DIOD | DIODES INC | $136.00万 | 0.08% | 19,927 | 15,650 | 365.9% | $106.81万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $133.50万 | 0.08% | 8,074 | 897 | 12.5% | $14.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $133.30万 | 0.08% | 26,554 | -684 | -2.5% | -$3.43万 | 减仓 |
| NGG | NATIONAL GRID PLC | $132.60万 | 0.08% | 15,678 | -15,946 | -50.4% | -$134.87万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $130.30万 | 0.08% | 22,164 | -30,874 | -58.2% | -$181.51万 | 减仓 |
| 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 |
| JXN | JACKSON FINANCIAL INC | $129.80万 | 0.08% | 12,280 | 155 | 1.3% | $1.64万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $129.40万 | 0.08% | 4,421 | -5,190 | -54.0% | -$151.91万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $127.30万 | 0.08% | 46,321 | -496 | -1.1% | -$1.36万 | 减仓 |
| BPOP | POPULAR INC | $126.80万 | 0.07% | 9,449 | -246 | -2.5% | -$3.30万 | 减仓 |
| MATX | MATSON INC | $124.90万 | 0.07% | 7,621 | -4,246 | -35.8% | -$69.59万 | 减仓 |
| CARG | CARGURUS INC | $124.60万 | 0.07% | 36,582 | -120 | -0.3% | -$4,087 | 减仓 |
| IVV | ISHARES TR | $124.30万 | 0.07% | 1,903 | 165 | 9.5% | $10.78万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $121.70万 | 0.07% | 10,309 | -4,514 | -30.5% | -$53.29万 | 减仓 |
| OKE | ONEOK INC NEW | $121.40万 | 0.07% | 13,425 | 9,030 | 205.5% | $81.66万 | 加仓 |
| DB | DEUTSCHE BK AG | $120.20万 | 0.07% | 40,350 | 4,867 | 13.7% | $14.50万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $120.00万 | 0.07% | 25,147 | -647 | -2.5% | -$3.09万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $119.40万 | 0.07% | 18,165 | -10,522 | -36.7% | -$69.16万 | 减仓 |
| GFF | GRIFFON CORP | $119.40万 | 0.07% | 16,432 | 155 | 1.0% | $1.13万 | 加仓 |
| CRM | SALESFORCE INC | $119.10万 | 0.07% | 6,378 | -125 | -1.9% | -$2.33万 | 减仓 |
| OFG | OFG BANCORP | $119.10万 | 0.07% | 29,441 | 7,226 | 32.5% | $29.23万 | 加仓 |
| ROG | ROGERS CORP | $119.00万 | 0.07% | 11,091 | -4,308 | -28.0% | -$46.22万 | 减仓 |
| BKE | BUCKLE INC | $118.40万 | 0.07% | 23,509 | -365 | -1.5% | -$1.84万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $118.40万 | 0.07% | 20,231 | -257 | -1.3% | -$1.50万 | 减仓 |
| ORCL | ORACLE CORP | $117.90万 | 0.07% | 8,014 | 8 | 0.1% | $1,177 | 加仓 |
| RTX | RTX CORPORATION | $117.90万 | 0.07% | 6,111 | 247 | 4.2% | $4.77万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $117.40万 | 0.07% | 8,965 | -516 | -5.4% | -$6.76万 | 减仓 |
| MLI | MUELLER INDS INC | $116.90万 | 0.07% | 10,552 | -1,352 | -11.4% | -$14.98万 | 减仓 |
| MXL | MAXLINEAR INC | $116.40万 | 0.07% | 66,942 | 8,935 | 15.4% | $15.54万 | 加仓 |
| SKYW | SKYWEST INC | $114.70万 | 0.07% | 12,493 | 440 | 3.7% | $4.04万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $113.30万 | 0.07% | 7,093 | -958 | -11.9% | -$15.30万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $112.60万 | 0.07% | 47,610 | 47,610 | — | $112.60万 | 新建仓 |
| WFC | WELLS FARGO & CO | $112.30万 | 0.07% | 14,107 | 11 | 0.1% | $876 | 加仓 |
| NMIH | NMI HLDGS INC | $111.70万 | 0.07% | 29,772 | -694 | -2.3% | -$2.60万 | 减仓 |
| MHO | M/I HOMES INC | $111.20万 | 0.07% | 9,085 | 1,126 | 14.1% | $13.78万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $111.20万 | 0.07% | 13,645 | 11,010 | 417.8% | $89.73万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $111.10万 | 0.07% | 73,937 | 9,164 | 14.1% | $13.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $110.60万 | 0.07% | 5,697 | -1,008 | -15.0% | -$19.57万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $110.00万 | 0.06% | 39,286 | 39,286 | — | $110.00万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $109.90万 | 0.06% | 2,515 | -48 | -1.9% | -$2.10万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $108.50万 | 0.06% | 1,282 | -84 | -6.1% | -$7.11万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $108.20万 | 0.06% | 8,981 | -4,293 | -32.3% | -$51.72万 | 减仓 |
| GE | GE AEROSPACE | $108.00万 | 0.06% | 3,805 | -729 | -16.1% | -$20.69万 | 减仓 |
| ASTE | ASTEC INDS INC | $107.40万 | 0.06% | 19,941 | -1,065 | -5.1% | -$5.74万 | 减仓 |
| BKU | BANKUNITED INC | $106.80万 | 0.06% | 23,656 | 17,713 | 298.0% | $79.97万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $106.60万 | 0.06% | 12,097 | -729 | -5.7% | -$6.42万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $106.40万 | 0.06% | 15,335 | 7,408 | 93.5% | $51.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $106.20万 | 0.06% | 4,383 | 177 | 4.2% | $4.29万 | 加仓 |
| L | LOEWS CORP | $106.20万 | 0.06% | 9,950 | 2,390 | 31.6% | $25.51万 | 加仓 |
| IOSP | INNOSPEC INC | $105.40万 | 0.06% | 14,430 | 14,430 | — | $105.40万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $105.30万 | 0.06% | 10,388 | -518 | -4.7% | -$5.25万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $105.10万 | 0.06% | 13,253 | -143 | -1.1% | -$1.13万 | 减仓 |
| EOG | EOG RES INC | $105.00万 | 0.06% | 7,260 | -300 | -4.0% | -$4.34万 | 减仓 |
| MCD | MCDONALDS CORP | $104.60万 | 0.06% | 3,364 | -659 | -16.4% | -$20.49万 | 减仓 |
| RDN | RADIAN GROUP INC | $104.00万 | 0.06% | 31,449 | -1,644 | -5.0% | -$5.44万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $103.80万 | 0.06% | 17,767 | -609 | -3.3% | -$3.56万 | 减仓 |
| VTOL | BRISTOW GROUP INC | $102.40万 | 0.06% | 21,828 | 21,828 | — | $102.40万 | 新建仓 |
| ADSK | AUTODESK INC | $102.30万 | 0.06% | 4,275 | 1,565 | 57.7% | $37.45万 | 加仓 |
| AMGN | AMGEN INC | $102.20万 | 0.06% | 2,905 | -553 | -16.0% | -$19.45万 | 减仓 |
| KFY | KORN FERRY | $101.30万 | 0.06% | 16,088 | -584 | -3.5% | -$3.68万 | 减仓 |
| T | AT&T INC | $99.80万 | 0.06% | 34,432 | -978 | -2.8% | -$2.83万 | 减仓 |
| NWG | NATWEST GROUP PLC | $99.50万 | 0.06% | 66,755 | 8,804 | 15.2% | $13.12万 | 加仓 |
| TILE | INTERFACE INC | $98.70万 | 0.06% | 39,606 | -389 | -1.0% | -$9,694 | 减仓 |
| GFI | GOLD FIELDS LTD | $98.00万 | 0.06% | 21,579 | -19,029 | -46.9% | -$86.42万 | 减仓 |
| TJX | TJX COS INC NEW | $98.00万 | 0.06% | 6,135 | 94 | 1.6% | $1.50万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $97.20万 | 0.06% | 16,948 | -1,027 | -5.7% | -$5.89万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $97.00万 | 0.06% | 8,177 | -4,498 | -35.5% | -$53.36万 | 减仓 |
| TMUS | T-MOBILE US INC | $96.70万 | 0.06% | 4,606 | -3,071 | -40.0% | -$64.47万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $96.40万 | 0.06% | 13,146 | -57 | -0.4% | -$4,180 | 减仓 |