13F 机构持仓

Summit Global Investments

BOUNTIFUL UT · SEC CIK 0001697953

2026Q22026Q1 更早 9 个季度 🔒
$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
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

USDX 14.9%
LDRX 13.8%
SGLC 8.1%
RBB FD INC 4.9%
RBB FD INC 4.9%
RBB FD INC 4.0%
IEF 2.0%
NVDA 1.6%
AAPL 1.6%
MSFT 1.1%

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
USDX RBB FD INC $2.52亿14.89%9,837,704 -2,126,507-17.8% -$5,455.33万 减仓
LDRX RBB FD INC $2.35亿13.84%7,650,483 1,689,17428.3% $5,178.44万 加仓
SGLC RBB FD INC $1.38亿8.12%3,703,084 1,290,17953.5% $4,792.72万 加仓
— RBB FD INC $8,387.50万4.95%3,002,332 867,58440.6% $2,423.74万 加仓
— RBB FD INC $8,324.50万4.91%2,546,955 235,46110.2% $769.58万 加仓
— RBB FD INC $6,848.40万4.04%2,670,413 706,64736.0% $1,812.23万 加仓
IEF ISHARES TR $3,306.90万1.95%346,492 286,405476.7% $2,733.43万 加仓
NVDA NVIDIA CORPORATION $2,755.60万1.63%158,002 12,3958.5% $216.17万 加仓
AAPL APPLE INC $2,706.50万1.60%106,644 1570.1% $3.98万 加仓
MSFT MICROSOFT CORP $1,898.40万1.12%51,286 6,82715.4% $252.71万 加仓
TSLA TESLA INC $1,824.40万1.08%49,075 50.0% $1,859 加仓
SPDW SPDR INDEX SHS FDS $1,501.80万0.89%328,991 -740,072-69.2% -$3,378.33万 减仓
GOOGL ALPHABET INC $1,328.70万0.78%46,207 -2,135-4.4% -$61.39万 减仓
META META PLATFORMS INC $1,262.60万0.74%22,069 -2,221-9.1% -$127.07万 减仓
COST COSTCO WHOLESALE CORPORATION $1,190.80万0.70%11,951 -2,568-17.7% -$255.88万 减仓
VEA VANGUARD TAX-MANAGED FDS $1,168.80万0.69%182,398 162,450814.4% $1,040.97万 加仓
LLY ELI LILLY & CO $994.80万0.59%10,816 -354-3.2% -$32.56万 减仓
SPEM SPDR INDEX SHS FDS $991.40万0.58%211,334 -275,606-56.6% -$1,292.91万 减仓
VWO VANGUARD INTL EQUITY INDEX F $977.10万0.58%180,778 172,6592,126.6% $933.22万 加仓
CL COLGATE PALMOLIVE CO $945.60万0.56%110,952 -34,374-23.7% -$292.96万 减仓
PEP PEPSICO INC $942.80万0.56%60,710 -15,526-20.4% -$241.11万 减仓
VTIP VANGUARD MALVERN FDS $941.70万0.56%188,528 136,624263.2% $682.44万 加仓
AMZN AMAZON COM INC $894.50万0.53%42,948 -13-0.0% -$2,708 减仓
SCHP SCHWAB STRATEGIC TR $857.60万0.51%322,298 306,0771,886.9% $814.44万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $857.10万0.51%17,886 9,183105.5% $440.05万 加仓
NEM NEWMONT CORP $826.20万0.49%76,322 -11,259-12.9% -$121.88万 减仓
MRK MERCK & CO INC $813.10万0.48%67,598 -3,674-5.2% -$44.19万 减仓
VBIL VANGUARD INSTL INDEX FD $800.80万0.47%105,857 105,857— $800.80万 新建仓
HYG ISHARES TR $789.50万0.47%99,231 25,13333.9% $199.96万 加仓
MA MASTERCARD INCORPORATED $788.40万0.47%15,778 -547-3.4% -$27.33万 减仓
AGG ISHARES TR $776.10万0.46%78,176 -535,220-87.3% -$5,313.45万 减仓
MU MICRON TECHNOLOGY INC $770.40万0.45%22,803 -11,782-34.1% -$398.06万 减仓
REGN REGENERON PHARMACEUTICALS $757.50万0.45%9,804 -18-0.2% -$1.39万 减仓
SRLN SSGA ACTIVE ETF TR $743.60万0.44%185,262 29,14018.7% $116.96万 加仓
AVGO BROADCOM INC $702.20万0.41%22,688 1,3866.5% $42.90万 加仓
EMB ISHARES TR $687.30万0.41%73,170 73,170— $687.30万 新建仓
EMLC VANECK ETF TRUST $670.40万0.40%266,975 266,975— $670.40万 新建仓
PGR PROGRESSIVE CORP $603.60万0.36%30,446 -3,034-9.1% -$60.15万 减仓
JPM JPMORGAN CHASE & CO $594.40万0.35%20,206 6433.3% $18.92万 加仓
ADP AUTOMATIC DATA PROCESSING IN $588.10万0.35%28,943 1,2984.7% $26.37万 加仓
— EXXON MOBIL CORP $585.40万0.35%34,502 -28-0.1% -$4,751 减仓
MNST MONSTER BEVERAGE CORP NEW $572.30万0.34%78,987 -8,817-10.0% -$63.88万 减仓
DTE DTE ENERGY CO $562.10万0.33%38,444 -15,016-28.1% -$219.55万 减仓
CMS CMS ENERGY CORP $544.90万0.32%70,243 -6,743-8.8% -$52.31万 减仓
GOOG ALPHABET INC $532.50万0.31%18,563 2621.4% $7.52万 加仓
INCY INCYTE CORP $527.60万0.31%56,059 -6,067-9.8% -$57.10万 减仓
EVRG EVERGY INC $516.10万0.30%63,001 -2,196-3.4% -$17.99万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $496.10万0.29%14,678 1,79613.9% $60.70万 加仓
PLTR PALANTIR TECHNOLOGIES INC $473.30万0.28%32,355 17,001110.7% $248.70万 加仓
BMRN BIOMARIN PHARMACEUTICAL INC $446.60万0.26%79,055 -144-0.2% -$8,135 减仓
KO COCA COLA CO $444.00万0.26%58,382 36,904171.8% $280.66万 加仓
VTI VANGUARD INDEX FDS $403.30万0.24%12,572 -451-3.5% -$14.47万 减仓
EME EMCOR GROUP INC $352.00万0.21%4,768 1,10430.1% $81.50万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $350.90万0.21%5,917 -239-3.9% -$14.17万 减仓
APH AMPHENOL CORP $318.10万0.19%25,180 1,4976.3% $18.91万 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 16,78434.8% $81.81万 加仓
EXC EXELON CORP $314.30万0.19%64,110 1550.2% $7,599 加仓
BNDX VANGUARD CHARLOTTE FDS $312.70万0.18%65,080 46,377248.0% $222.83万 加仓
SHEL SHELL PLC $311.30万0.18%33,475 27,398450.8% $254.79万 加仓
MGA MAGNA INTL INC $311.10万0.18%55,744 5,66311.3% $31.60万 加仓
CAH CARDINAL HEALTH INC $308.60万0.18%14,603 -10,602-42.1% -$224.05万 减仓
VOO VANGUARD INDEX FDS $307.10万0.18%5,139 2,882127.7% $172.22万 加仓
ED CONSOLIDATED EDISON INC $305.60万0.18%27,005 -806-2.9% -$9.12万 减仓
DVYE ISHARES INC $292.40万0.17%85,042 4,8786.1% $16.77万 加仓
DEM WISDOMTREE TR $289.00万0.17%58,169 -9,471-14.0% -$47.05万 减仓
SPSM SPDR SERIES TRUST $287.60万0.17%59,529 -102,842-63.3% -$496.86万 减仓
COR CENCORA INC $286.80万0.17%9,130 -3,441-27.4% -$108.09万 减仓
CVX CHEVRON CORPORATION $283.70万0.17%13,712 -1,825-11.7% -$37.76万 减仓
EDIV SPDR INDEX SHS FDS $280.90万0.17%71,161 8,71514.0% $34.40万 加仓
TSN TYSON FOODS INC $271.70万0.16%42,414 2,0895.2% $13.38万 加仓
BKNG BOOKING HOLDINGS INC $267.80万0.16%636 305.0% $12.63万 加仓
NI NISOURCE INC $266.40万0.16%57,087 -34,159-37.4% -$159.41万 减仓
PG PROCTER & GAMBLE CO $256.30万0.15%17,744 5,26642.2% $76.06万 加仓
JNJ JOHNSON & JOHNSON $252.60万0.15%10,332 -2,525-19.6% -$61.73万 减仓
CSCO CISCO SYS INC $245.80万0.15%31,678 -2,680-7.8% -$20.79万 减仓
LMT LOCKHEED MARTIN CORP $245.70万0.14%4,064 -2,915-41.8% -$176.23万 减仓
V VISA INC $237.20万0.14%7,849 1121.4% $3.38万 加仓
NFG NATIONAL FUEL GAS CO $230.50万0.14%24,536 -982-3.8% -$9.23万 减仓
NFLX NETFLIX INC. $228.90万0.14%23,806 60.0% $577 加仓
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
NBIX NEUROCRINE BIOSCIENCES INC $225.10万0.13%17,083 -7,721-31.1% -$101.74万 减仓
XLE SELECT SECTOR SPDR TR $222.60万0.13%36,343 36,343— $222.60万 新建仓
MCK MCKESSON CORP $220.60万0.13%2,549 -2,435-48.9% -$210.73万 减仓
TAK TAKEDA PHARMACEUTICAL CO LTD $215.70万0.13%116,494 12,12111.6% $22.44万 加仓
AZO AUTOZONE INC $214.20万0.13%634 -279-30.6% -$94.26万 减仓
ALL ALLSTATE CORP $212.60万0.13%10,252 -196-1.9% -$4.06万 减仓
TRV TRAVELERS COMPANIES INC $212.20万0.13%7,276 2,18042.8% $63.58万 加仓
QCOM QUALCOMM INC $212.00万0.13%16,465 1,0696.9% $13.76万 加仓
QQQ INVESCO QQQ TR $210.70万0.12%3,651 2577.6% $14.83万 加仓
EG EVEREST GROUP LTD $208.00万0.12%6,365 170.3% $5,555 加仓
CBRE CBRE GROUP INC $206.10万0.12%15,215 -5,032-24.9% -$68.16万 减仓
UPS UNITED PARCEL SVCS INC $204.40万0.12%20,780 7,47856.2% $73.56万 加仓
CME CME GROUP INC $200.70万0.12%6,795 -3,513-34.1% -$103.76万 减仓
ANET ARISTA NETWORKS INC $196.50万0.12%16,003 -34,162-68.1% -$419.47万 减仓
ADBE ADOBE INC $194.00万0.11%7,979 -3,934-33.0% -$95.65万 减仓
AEE AMEREN CORP $190.70万0.11%17,346 -6,847-28.3% -$75.28万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $189.00万0.11%87,242 6,2547.7% $13.55万 加仓
SPLV INVESCO EXCH TRADED FD TR II $188.90万0.11%25,822 25,822— $188.90万 新建仓