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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $866.21万 | 4.16% | 98,254 | -5,749 | -5.5% | -$50.68万 | 减仓 |
| AAPL | APPLE INC | $865.93万 | 4.16% | 34,120 | 62 | 0.2% | $1.57万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $837.57万 | 4.02% | 48,026 | -438 | -0.9% | -$7.64万 | 减仓 |
| GEV | GE VERNOVA INC | $734.72万 | 3.53% | 8,417 | 21 | 0.3% | $1.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $644.62万 | 3.10% | 17,414 | 798 | 4.8% | $29.54万 | 加仓 |
| WMT | WALMART INC | $491.22万 | 2.36% | 39,525 | -2,677 | -6.3% | -$33.27万 | 减仓 |
| USDU | WISDOMTREE TR | $486.32万 | 2.34% | 184,703 | -16,325 | -8.1% | -$42.98万 | 减仓 |
| RTX | RTX CORPORATION | $486.06万 | 2.33% | 25,197 | -3,930 | -13.5% | -$75.81万 | 减仓 |
| IWM | ISHARES TR | $463.26万 | 2.22% | 18,680 | 845 | 4.7% | $20.96万 | 加仓 |
| NFLX | NETFLIX INC. | $448.64万 | 2.15% | 46,660 | 3,160 | 7.3% | $30.38万 | 加仓 |
| GE | GE AEROSPACE | $442.70万 | 2.13% | 15,601 | -48 | -0.3% | -$1.36万 | 减仓 |
| IJR | ISHARES TR | $426.21万 | 2.05% | 34,286 | -1,050 | -3.0% | -$13.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $397.26万 | 1.91% | 16,252 | -2,861 | -15.0% | -$69.93万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $393.64万 | 1.89% | 153,527 | -250 | -0.2% | -$6,410 | 减仓 |
| CTVA | CORTEVA INC | $388.50万 | 1.87% | 46,410 | -3,753 | -7.5% | -$31.42万 | 减仓 |
| AMZN | AMAZON COM INC | $382.93万 | 1.84% | 18,386 | -20 | -0.1% | -$4,165 | 减仓 |
| WELL | WELLTOWER INC | $377.54万 | 1.81% | 19,096 | -2,050 | -9.7% | -$40.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $375.47万 | 1.80% | 5,773 | -55 | -0.9% | -$3.58万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $351.57万 | 1.69% | 5,972 | -233 | -3.8% | -$13.72万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $348.08万 | 1.67% | 25,740 | -345 | -1.3% | -$4.67万 | 减仓 |
| URA | GLOBAL X FDS | $344.16万 | 1.65% | 71,063 | -1,597 | -2.2% | -$7.73万 | 减仓 |
| GOOGL | ALPHABET INC | $339.80万 | 1.63% | 11,817 | -132 | -1.1% | -$3.80万 | 减仓 |
| V | VISA INC | $323.95万 | 1.56% | 10,718 | 190 | 1.8% | $5.74万 | 加仓 |
| BLK | BLACKROCK INC | $319.00万 | 1.53% | 3,317 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $294.52万 | 1.41% | 30,558 | -1,429 | -4.5% | -$13.77万 | 减仓 |
| EWY | ISHARES INC | $288.66万 | 1.39% | 23,467 | -2,535 | -9.7% | -$31.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $286.28万 | 1.37% | 2,873 | -165 | -5.4% | -$16.44万 | 减仓 |
| APA | APA CORPORATION | $284.58万 | 1.37% | 67,055 | 67,055 | — | $284.58万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $263.86万 | 1.27% | 96,089 | -8,571 | -8.2% | -$23.54万 | 减仓 |
| ALC | ALCON AG | $260.91万 | 1.25% | 34,626 | -1,034 | -2.9% | -$7.79万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $254.94万 | 1.22% | 23,895 | 3,595 | 17.7% | $38.36万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $236.76万 | 1.14% | 11,988 | 3,755 | 45.6% | $74.16万 | 加仓 |
| BX | BLACKSTONE INC | $236.57万 | 1.14% | 20,573 | -1,286 | -5.9% | -$14.79万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $229.64万 | 1.10% | 5,882 | 5,882 | — | $229.64万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $210.80万 | 1.01% | 14,594 | -199 | -1.3% | -$2.87万 | 减仓 |
| TOST | TOAST INC | $208.24万 | 1.00% | 78,550 | 78,550 | — | $208.24万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $207.98万 | 1.00% | 7,795 | 7,795 | — | $207.98万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $195.36万 | 0.94% | 14,315 | 1,425 | 11.1% | $19.45万 | 加仓 |
| — | MATTHEWS ASIA FDS | $194.40万 | 0.93% | 73,845 | 10,925 | 17.4% | $28.76万 | 加仓 |
| AVGO | BROADCOM INC | $191.43万 | 0.92% | 6,185 | -392 | -6.0% | -$12.13万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $190.99万 | 0.92% | 15,223 | 12,653 | 492.3% | $158.74万 | 加仓 |
| EWW | ISHARES INC | $188.86万 | 0.91% | 25,105 | -785 | -3.0% | -$5.91万 | 减仓 |
| DHR | DANAHER CORP DEL | $184.10万 | 0.88% | 9,710 | 9,710 | — | $184.10万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $183.69万 | 0.88% | 13,822 | -90 | -0.6% | -$1.20万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $178.36万 | 0.86% | 4,110 | -5,102 | -55.4% | -$221.41万 | 减仓 |
| — | APTIV PLC | $177.80万 | 0.85% | 25,605 | 25,605 | — | $177.80万 | 新建仓 |
| PSX | PHILLIPS 66 | $175.37万 | 0.84% | 9,626 | 9,626 | — | $175.37万 | 新建仓 |
| DOW | DOW HLDGS INC | $173.16万 | 0.83% | 41,575 | 41,575 | — | $173.16万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $169.54万 | 0.81% | 28,662 | 1,147 | 4.2% | $6.78万 | 加仓 |
| ASHR | DBX ETF TR | $165.92万 | 0.80% | 50,834 | -615 | -1.2% | -$2.01万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $165.20万 | 0.79% | 56,810 | 3,175 | 5.9% | $9.23万 | 加仓 |
| IEMG | ISHARES INC | $165.11万 | 0.79% | 23,672 | 23,672 | — | $165.11万 | 新建仓 |
| KO | COCA COLA CO | $163.31万 | 0.78% | 21,474 | -2,460 | -10.3% | -$18.71万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $153.18万 | 0.74% | 30,266 | -4,387 | -12.7% | -$22.20万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $148.37万 | 0.71% | 1,357 | 63 | 4.9% | $6.89万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $146.51万 | 0.70% | 2,452 | -6 | -0.2% | -$3,585 | 减仓 |
| EVR | EVERCORE INC | $141.31万 | 0.68% | 4,734 | 5 | 0.1% | $1,493 | 加仓 |
| PEP | PEPSICO INC | $131.83万 | 0.63% | 8,489 | -660 | -7.2% | -$10.25万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $128.74万 | 0.62% | 30,335 | 5,935 | 24.3% | $25.19万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $126.43万 | 0.61% | 24,800 | -20,350 | -45.1% | -$103.74万 | 减仓 |
| NKE | NIKE INC | $120.69万 | 0.58% | 22,850 | -3,080 | -11.9% | -$16.27万 | 减仓 |
| BIDU | BAIDU INC | $109.19万 | 0.52% | 9,800 | 9,800 | — | $109.19万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $108.75万 | 0.52% | 29,440 | 120 | 0.4% | $4,433 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $104.45万 | 0.50% | 41,614 | 400 | 1.0% | $1.00万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $95.06万 | 0.46% | 20,000 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $94.81万 | 0.46% | 5,063 | 1,515 | 42.7% | $28.37万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $92.20万 | 0.44% | 5,862 | 80 | 1.4% | $1.26万 | 加仓 |
| COP | CONOCOPHILLIPS | $89.75万 | 0.43% | 6,799 | -7,843 | -53.6% | -$103.53万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $73.88万 | 0.35% | 16,860 | -1,275 | -7.0% | -$5.59万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $72.08万 | 0.35% | 15,925 | -900 | -5.3% | -$4.07万 | 减仓 |
| LEN | LENNAR CORP | $63.52万 | 0.31% | 7,315 | 2,755 | 60.4% | $23.92万 | 加仓 |
| HSY | HERSHEY CO | $50.73万 | 0.24% | 2,440 | -12,880 | -84.1% | -$267.76万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $50.46万 | 0.24% | 2,800 | -57 | -2.0% | -$1.03万 | 减仓 |
| YUM | YUM BRANDS INC | $49.75万 | 0.24% | 3,200 | -364 | -10.2% | -$5.66万 | 减仓 |
| VTR | VENTAS INC | $48.25万 | 0.23% | 5,900 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.11万 | 0.23% | 780 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $45.34万 | 0.22% | 935 | 247 | 35.9% | $11.98万 | 加仓 |
| GOOG | ALPHABET INC | $45.15万 | 0.22% | 1,574 | 20 | 1.3% | $5,737 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $42.06万 | 0.20% | 1,430 | 154 | 12.1% | $4.53万 | 加仓 |
| ELF | E L F BEAUTY INC | $41.94万 | 0.20% | 6,920 | 6,920 | — | $41.94万 | 新建仓 |
| EWS | ISHARES INC | $39.95万 | 0.19% | 14,155 | -73,529 | -83.9% | -$207.50万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $39.71万 | 0.19% | 12,900 | -20,100 | -60.9% | -$61.87万 | 减仓 |
| EIS | ISHARES INC | $39.57万 | 0.19% | 3,410 | -100 | -2.8% | -$1.16万 | 减仓 |
| LOW | LOWES COS INC | $36.88万 | 0.18% | 1,561 | 186 | 13.5% | $4.39万 | 加仓 |
| VHT | VANGUARD WORLD FD | $35.40万 | 0.17% | 1,300 | -350 | -21.2% | -$9.53万 | 减仓 |
| SBUX | STARBUCKS CORP | $34.55万 | 0.17% | 3,856 | 188 | 5.1% | $1.68万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $31.88万 | 0.15% | 4,479 | -33,524 | -88.2% | -$238.62万 | 减仓 |
| ANDE | ANDERSONS INC | $31.64万 | 0.15% | 4,408 | -7,434 | -62.8% | -$53.36万 | 减仓 |
| SYY | SYSCO CORP | $30.67万 | 0.15% | 4,300 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $29.41万 | 0.14% | 2,445 | 2,445 | — | $29.41万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.81万 | 0.14% | 1,501 | 1,501 | — | $28.81万 | 新建仓 |
| IWV | ISHARES TR | $27.62万 | 0.13% | 745 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $26.67万 | 0.13% | 858 | -58 | -6.3% | -$1.80万 | 减仓 |
| AFL | AFLAC INC | $26.66万 | 0.13% | 2,430 | 192 | 8.6% | $2.11万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $26.23万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $25.72万 | 0.12% | 731 | 93 | 14.6% | $3.27万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $24.55万 | 0.12% | 765 | 9 | 1.2% | $2,888 | 加仓 |
| ADI | ANALOG DEVICES INC | $24.46万 | 0.12% | 769 | 769 | — | $24.46万 | 新建仓 |
| IWB | ISHARES TR | $24.32万 | 0.12% | 682 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $24.14万 | 0.12% | 798 | 76 | 10.5% | $2.30万 | 加仓 |