Summit Place Financial Advisors, LLC
SUMMIT NJ · SEC CIK 0001801413
$2.08亿2026Q1 申报市值
106持仓数
30.4%前十大占比 · 第一大 4.2%
16 / 9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
APA 新建仓+$284.58万
CRWD 新建仓+$229.64万
TOST 新建仓+$208.24万
LH 新建仓+$207.98万
DHR 新建仓+$184.10万
2026Q1 卖出最多 按季末市值估算
HSY 减仓-$267.76万
GEHC 减仓-$238.62万
MSI 减仓-$221.41万
EWS 减仓-$207.50万
ZTS 清仓-$141.68万
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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $388.50万 | 1.87% | 46,410 | -3,753 | -7.5% | -$31.42万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $393.64万 | 1.89% | 153,527 | -250 | -0.2% | -$6,410 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $397.26万 | 1.91% | 16,252 | -2,861 | -15.0% | -$69.93万 | 减仓 |
| IJR | ISHARES TR | $426.21万 | 2.05% | 34,286 | -1,050 | -3.0% | -$13.05万 | 减仓 |
| GE | GE AEROSPACE | $442.70万 | 2.13% | 15,601 | -48 | -0.3% | -$1.36万 | 减仓 |
| NFLX | NETFLIX INC. | $448.64万 | 2.15% | 46,660 | 3,160 | 7.3% | $30.38万 | 加仓 |
| IWM | ISHARES TR | $463.26万 | 2.22% | 18,680 | 845 | 4.7% | $20.96万 | 加仓 |
| RTX | RTX CORPORATION | $486.06万 | 2.33% | 25,197 | -3,930 | -13.5% | -$75.81万 | 减仓 |
| USDU | WISDOMTREE TR | $486.32万 | 2.34% | 184,703 | -16,325 | -8.1% | -$42.98万 | 减仓 |
| WMT | WALMART INC | $491.22万 | 2.36% | 39,525 | -2,677 | -6.3% | -$33.27万 | 减仓 |
| MSFT | MICROSOFT CORP | $644.62万 | 3.10% | 17,414 | 798 | 4.8% | $29.54万 | 加仓 |
| GEV | GE VERNOVA INC | $734.72万 | 3.53% | 8,417 | 21 | 0.3% | $1.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $837.57万 | 4.02% | 48,026 | -438 | -0.9% | -$7.64万 | 减仓 |
| AAPL | APPLE INC | $865.93万 | 4.16% | 34,120 | 62 | 0.2% | $1.57万 | 加仓 |
| IAU | ISHARES GOLD TR | $866.21万 | 4.16% | 98,254 | -5,749 | -5.5% | -$50.68万 | 减仓 |