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
NWSA NEWS CORP NEW $37.60万0.02%15,162 15,162— $37.60万 新建仓
HSTM HEALTHSTREAM INC $37.30万0.02%13,674 -6,498-32.2% -$17.73万 重新持有
KOF COCA-COLA FEMSA SAB DE CV $36.90万0.02%3,472 -4,370-55.7% -$46.44万 减仓
— LISTED FDS TR $36.70万0.02%7,748 -128-1.6% -$6,063 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $36.60万0.02%13,968 -165-1.2% -$4,323 减仓
LMAT LEMAITRE VASCULAR INC $36.50万0.02%3,803 2497.0% $2.39万 加仓
COF CAPITAL ONE FINL CORP $36.30万0.02%1,810 -557-23.5% -$11.17万 减仓
HON HONEYWELL INTL INC $35.70万0.02%1,593 -2,504-61.1% -$56.12万 减仓
CVS CVS HEALTH CORP $35.70万0.02%3,452 -1,569-31.2% -$16.23万 减仓
DSGX DESCARTES SYS GROUP INC $35.60万0.02%5,135 5,135— $35.60万 新建仓
VIR VIR BIOTECHNOLOGY INC $35.50万0.02%34,832 34,832— $35.50万 新建仓
IRMD IRADIMED CORP $35.40万0.02%3,702 -3,959-51.7% -$37.86万 减仓
VCIT VANGUARD SCOTTSDALE FDS $35.30万0.02%4,268 -357-7.7% -$2.95万 减仓
HONA HONEYWELL AEROSPACE INC $35.20万0.02%1,592 1,592— $35.20万 新建仓
SKT TANGER INC $35.10万0.02%8,884 00.0% — 不变
NUE NUCOR CORP $34.90万0.02%1,569 201.3% $4,449 加仓
AMX AMERICA MOVIL SAB DE CV $34.80万0.02%13,399 13,399— $34.80万 新建仓
EBND SPDR SERIES TRUST $34.70万0.02%16,607 -4,634-21.8% -$9.68万 减仓
VT VANGUARD INTL EQUITY INDEX F $34.70万0.02%2,209 41122.9% $6.46万 加仓
PAHC PHIBRO ANIMAL HEALTH CORP $34.40万0.02%10,958 10,958— $34.40万 新建仓
SBUX STARBUCKS CORP $33.80万0.02%3,308 -1,645-33.2% -$16.81万 减仓
SHOO MADDEN STEVEN LTD $33.80万0.02%8,033 -418-4.9% -$1.76万 减仓
CWEN CLEARWAY ENERGY INC $33.70万0.02%9,848 9,848— $33.70万 新建仓
FSK FS KKR CAP CORP $33.50万0.02%31,916 6462.1% $6,781 加仓
LOW LOWES COS INC $33.30万0.02%1,512 -490-24.5% -$10.79万 减仓
CRC CALIFORNIA RES CORP $32.90万0.02%6,230 5309.3% $2.80万 加仓
MUB ISHARES TR $32.90万0.02%3,053 -505-14.2% -$5.44万 减仓
DAVE DAVE INC $32.90万0.02%883 883— $32.90万 新建仓
TNDM TANDEM DIABETES CARE INC $32.80万0.02%21,736 21,736— $32.80万 新建仓
EAT BRINKER INTL INC $32.70万0.02%1,948 00.0% — 不变
CVSA COVISTA INC $32.60万0.02%2,612 -2,568-49.6% -$32.05万 减仓
F FORD MTR CO $32.60万0.02%23,434 23,434— $32.60万 新建仓
HCC WARRIOR MET COAL INC $32.50万0.02%4,003 00.0% — 不变
LIF LIFE360 INC $32.50万0.02%5,874 5,874— $32.50万 新建仓
VXF VANGUARD INDEX FDS $32.40万0.02%1,314 423.3% $1.04万 加仓
WF WOORI FINL GROUP INC $32.10万0.02%5,588 -101-1.8% -$5,802 减仓
VIGI VANGUARD WHITEHALL FDS $32.10万0.02%3,441 310.9% $2,892 加仓
CENTA CENTRAL GARDEN & PET CO $32.00万0.02%8,245 00.0% — 不变
ALKS ALKERMES PLC $31.40万0.02%6,001 -5,690-48.7% -$29.77万 减仓
HMY HARMONY GOLD MNG LTD $31.30万0.02%20,564 -9,521-31.6% -$14.49万 减仓
ITW ILLINOIS TOOL WKS INC $31.30万0.02%1,158 -26-2.2% -$7,028 减仓
CSTL CASTLE BIOSCIENCES INC $31.20万0.02%13,078 -640-4.7% -$1.53万 减仓
IWM ISHARES TR $31.10万0.02%1,037 -9-0.9% -$2,699 减仓
TRN TRINITY INDS INC $30.90万0.02%8,949 00.0% — 不变
NOW SERVICENOW INC $30.70万0.02%3,095 -1,317-29.9% -$13.06万 减仓
GFI GOLD FIELDS LTD $30.60万0.02%9,099 -12,480-57.8% -$41.97万 减仓
GD GENERAL DYNAMICS CORP $30.30万0.02%855 -3,447-80.1% -$122.16万 减仓
ITRI ITRON INC $30.20万0.02%3,488 00.0% — 不变
AMAT APPLIED MATLS INC $29.70万0.02%411 411— $29.70万 新建仓
AU ANGLOGOLD ASHANTI PLC $29.60万0.02%3,657 691.9% $5,585 加仓
MDT MEDTRONIC PLC $29.50万0.02%3,771 -938-19.9% -$7.34万 减仓
PRLB PROTO LABS INC $29.10万0.02%3,574 -9,146-71.9% -$74.47万 减仓
IBN ICICI BANK LIMITED $29.00万0.02%9,983 -16,955-62.9% -$49.25万 减仓
XLK SELECT SECTOR SPDR TR $28.90万0.02%1,517 10.1% $191 加仓
CGIC CAPITAL GROUP INTERNATIONAL $28.80万0.02%7,924 7,924— $28.80万 新建仓
OMCL OMNICELL COM $28.80万0.02%6,931 6,931— $28.80万 新建仓
SCHL SCHOLASTIC CORP $28.80万0.02%6,269 6,269— $28.80万 新建仓
RQI COHEN & STEERS QUALITY INCOM $28.70万0.02%23,300 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $28.70万0.02%9,642 00.0% — 不变
PBR/A PETROLEO BRASILEIRO S A $28.30万0.02%19,309 19,309— $28.30万 新建仓
URBN URBAN OUTFITTERS INC $28.20万0.02%3,981 00.0% — 不变
SU SUNCOR ENERGY INC NEW $28.10万0.02%5,229 3737.7% $2.00万 加仓
VV VANGUARD INDEX FDS $28.10万0.02%817 -82-9.1% -$2.82万 减仓
VYM VANGUARD WHITEHALL FDS $28.10万0.02%1,777 38727.8% $6.12万 加仓
VCYT VERACYTE INC $28.10万0.02%4,789 -1,097-18.6% -$6.44万 重新持有
MGRC MCGRATH RENTCORP $28.00万0.02%2,314 00.0% — 不变
CGMM CAPITAL GROUP EQUITY ETF TR $27.80万0.02%8,425 1,51321.9% $4.99万 加仓
CGSD CAPITAL GRP FIXED INCM ETF T $27.60万0.02%10,739 1151.1% $2,956 加仓
— MORGAN STANLEY ETF TRUST $27.50万0.02%3,610 3,610— $27.50万 新建仓
VO VANGUARD INDEX FDS $27.40万0.01%3,399 270.8% $2,177 加仓
UNIT UNITI GROUP LLC $27.40万0.01%23,911 23,911— $27.40万 新建仓
SCHG SCHWAB STRATEGIC TR $27.20万0.01%8,027 -4,232-34.5% -$14.34万 减仓
ALRM ALARM COM HLDGS INC $27.20万0.01%5,812 5,812— $27.20万 新建仓
STX SEAGATE TECHNOLOGY HLDNGS PL $27.20万0.01%282 282— $27.20万 新建仓
GIII G III APPAREL GROUP LTD $26.90万0.01%7,971 00.0% — 不变
INVA INNOVIVA INC $26.80万0.01%11,797 -11,829-50.1% -$26.87万 减仓
EMR EMERSON ELEC CO $26.50万0.01%1,852 -655-26.1% -$9.37万 减仓
WIP SPDR SERIES TRUST $26.50万0.01%6,733 20.0% $79 加仓
BND VANGUARD BD INDEX FDS $26.20万0.01%3,570 3,570— $26.20万 新建仓
NMR NOMURA HLDGS INC $26.10万0.01%29,712 -59,278-66.6% -$52.07万 减仓
QCLN FIRST TR EXCHANGE-TRADED FD $26.10万0.01%4,252 4,252— $26.10万 新建仓
SPGI S&P GLOBAL INC $25.90万0.01%636 20.3% $814 加仓
CMCL CALEDONIA MNG CORP $25.80万0.01%13,514 00.0% — 不变
HMC HONDA MOTOR CO LTD $25.70万0.01%9,469 -8,244-46.5% -$22.38万 重新持有
VCEL VERICEL CORP $25.30万0.01%5,689 5,689— $25.30万 新建仓
RUN SUNRUN INC $25.20万0.01%18,838 18,838— $25.20万 新建仓
HL HECLA MINING COMPANY $25.00万0.01%16,195 -26,664-62.2% -$41.16万 减仓
RSG REPUBLIC SVCS INC $25.00万0.01%1,172 10.1% $213 加仓
BBY BEST BUY INC $24.60万0.01%3,248 -608-15.8% -$4.60万 减仓
CM CANADIAN IMPERIAL BANK OF CO $24.50万0.01%2,135 2,135— $24.50万 新建仓
PHIN PHINIA INC $24.40万0.01%2,967 2,967— $24.40万 新建仓
EBAY EBAY INC. $24.30万0.01%2,177 2,177— $24.30万 新建仓
AUB ATLANTIC UN BANKSHARES CORP $24.10万0.01%5,690 -5,773-50.4% -$24.45万 减仓
HCA HCA HEALTHCARE INC $23.70万0.01%608 10.2% $390 加仓
MRSH MARSH & MCLENNAN COS INC $23.30万0.01%1,398 -2,411-63.3% -$40.18万 减仓
HCI HCI GROUP INC $23.00万0.01%1,315 00.0% — 不变
TBBK BANCORP INC DEL $22.80万0.01%3,643 00.0% — 重新持有
HWKN HAWKINS INC $22.70万0.01%1,597 00.0% — 不变
CGXU CAPITAL GROUP INTL FOCUS EQT $22.40万0.01%6,458 6,458— $22.40万 新建仓
BCC BOISE CASCADE CO DEL $22.30万0.01%2,874 2,874— $22.30万 新建仓