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 |
|---|---|---|---|---|---|---|---|---|
| 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 | 1,689,174 | 28.3% | $5,178.44万 | 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 |
| — | RBB FD INC | $8,387.50万 | 4.95% | 3,002,332 | 867,584 | 40.6% | $2,423.74万 | 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 | $6,848.40万 | 4.04% | 2,670,413 | 706,647 | 36.0% | $1,812.23万 | 加仓 |
| IEF | ISHARES TR | $3,306.90万 | 1.95% | 346,492 | 286,405 | 476.7% | $2,733.43万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,755.60万 | 1.63% | 158,002 | 12,395 | 8.5% | $216.17万 | 加仓 |
| AAPL | APPLE INC | $2,706.50万 | 1.60% | 106,644 | 157 | 0.1% | $3.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,898.40万 | 1.12% | 51,286 | 6,827 | 15.4% | $252.71万 | 加仓 |
| TSLA | TESLA INC | $1,824.40万 | 1.08% | 49,075 | 5 | 0.0% | $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 | 162,450 | 814.4% | $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 | 172,659 | 2,126.6% | $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 | 136,624 | 263.2% | $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 | 306,077 | 1,886.9% | $814.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $857.10万 | 0.51% | 17,886 | 9,183 | 105.5% | $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 | 25,133 | 33.9% | $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 | 29,140 | 18.7% | $116.96万 | 加仓 |
| AVGO | BROADCOM INC | $702.20万 | 0.41% | 22,688 | 1,386 | 6.5% | $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 | 643 | 3.3% | $18.92万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $588.10万 | 0.35% | 28,943 | 1,298 | 4.7% | $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 | 262 | 1.4% | $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 | 1,796 | 13.9% | $60.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $473.30万 | 0.28% | 32,355 | 17,001 | 110.7% | $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 | 36,904 | 171.8% | $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 | 1,104 | 30.1% | $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 | 1,497 | 6.3% | $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 | 16,784 | 34.8% | $81.81万 | 加仓 |
| EXC | EXELON CORP | $314.30万 | 0.19% | 64,110 | 155 | 0.2% | $7,599 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $312.70万 | 0.18% | 65,080 | 46,377 | 248.0% | $222.83万 | 加仓 |
| SHEL | SHELL PLC | $311.30万 | 0.18% | 33,475 | 27,398 | 450.8% | $254.79万 | 加仓 |
| MGA | MAGNA INTL INC | $311.10万 | 0.18% | 55,744 | 5,663 | 11.3% | $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 | 2,882 | 127.7% | $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 | 4,878 | 6.1% | $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 | 8,715 | 14.0% | $34.40万 | 加仓 |
| TSN | TYSON FOODS INC | $271.70万 | 0.16% | 42,414 | 2,089 | 5.2% | $13.38万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $267.80万 | 0.16% | 636 | 30 | 5.0% | $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 | 5,266 | 42.2% | $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 | 112 | 1.4% | $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 | 6 | 0.0% | $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 | 12,121 | 11.6% | $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 | 2,180 | 42.8% | $63.58万 | 加仓 |
| QCOM | QUALCOMM INC | $212.00万 | 0.13% | 16,465 | 1,069 | 6.9% | $13.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $210.70万 | 0.12% | 3,651 | 257 | 7.6% | $14.83万 | 加仓 |
| EG | EVEREST GROUP LTD | $208.00万 | 0.12% | 6,365 | 17 | 0.3% | $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 | 7,478 | 56.2% | $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 | 6,254 | 7.7% | $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 |