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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $23.87万 | 0.11% | 882 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.92万 | 0.11% | 4,566 | 4,566 | — | $22.92万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.63万 | 0.10% | 467 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $21.45万 | 0.10% | 375 | 17 | 4.7% | $9,726 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $20.79万 | 0.10% | 3,675 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $20.73万 | 0.10% | 970 | 970 | — | $20.73万 | 新建仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -11,261 | -100.0% | -$141.68万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -18,899 | -100.0% | -$94.53万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -7,012 | -100.0% | -$87.85万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -6,370 | -100.0% | -$68.41万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -15,655 | -100.0% | -$57.92万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -1,150 | -100.0% | -$36.78万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -252 | -100.0% | -$27.08万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -4,625 | -100.0% | -$23.26万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,400 | -100.0% | -$21.95万 | 清仓 |