13F 机构持仓

Summa Corp.

TOMBALL TX · SEC CIK 0001954929

2026Q22026Q1 更早 9 个季度 🔒
$3.19亿2026Q2 申报市值
83持仓数
77.5%前十大占比 · 第一大 37.1%
7 / 7新建仓 / 清仓
申报市值走势$3.19亿2026Q2
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

NVDA 37.1%
AMD 21.1%
MRVL 4.7%
MSFT 2.7%
SPY 2.6%
IWF 2.2%
QCOM 2.0%
QUAL 1.9%
AMZN 1.7%
VOO 1.5%

2026Q2 买入最多 按季末市值估算

MRVL 加仓+$238.31万
IWF 加仓+$159.29万
GINN 加仓+$154.52万
IWD 加仓+$130.60万
IDV 加仓+$46.45万

2026Q2 卖出最多 按季末市值估算

NVDA 减仓-$899.06万
AMD 减仓-$403.44万
OPRT 减仓-$59.10万
ORCL 清仓-$45.34万
LLY 清仓-$34.22万

2026Q2 持仓明细 点表头排序

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
NVDA NVIDIA CORPORATION $1.18亿37.06%590,160 -44,933-7.1% -$899.06万 减仓
AMD ADVANCED MICRO DEVICES INC $6,711.20万21.06%115,529 -6,945-5.7% -$403.44万 减仓
MRVL MARVELL TECHNOLOGY INC $1,489.45万4.67%50,000 8,00019.0% $238.31万 加仓
MSFT MICROSOFT CORP $856.01万2.69%22,948 2271.0% $8.47万 加仓
SPY STATE STR SPDR S&P 500 ETF T $818.91万2.57%10,966 -27-0.2% -$2.02万 减仓
IWF ISHARES TR $715.07万2.24%57,588 12,82828.7% $159.29万 加仓
QCOM QUALCOMM INC $646.76万2.03%35,000 1,0002.9% $18.48万 加仓
QUAL ISHARES TR $620.99万1.95%28,300 00.0% — 不变
AMZN AMAZON COM INC $532.43万1.67%22,339 1,0074.7% $24.00万 加仓
VOO VANGUARD INDEX FDS $487.91万1.53%7,104 1922.8% $13.19万 加仓
DBEF DBX ETF TR $468.81万1.47%85,816 7,3389.4% $40.09万 加仓
IWD ISHARES TR $454.94万1.43%18,766 5,38740.3% $130.60万 加仓
GINN GOLDMAN SACHS ETF TR $434.42万1.36%55,150 19,61755.2% $154.52万 加仓
GOOGL ALPHABET INC $354.80万1.11%9,928 -360-3.5% -$12.87万 减仓
AAPL APPLE INC $348.97万1.10%12,060 -482-3.8% -$13.95万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $268.56万0.84%5,367 2995.9% $14.96万 加仓
VEA VANGUARD TAX-MANAGED FDS $236.41万0.74%33,181 00.0% — 不变
UBER UBER TECHNOLOGIES INC $187.10万0.59%25,929 -212-0.8% -$1.53万 减仓
OPRT OPORTUN FINL CORP $167.45万0.53%293,266 -103,500-26.1% -$59.10万 减仓
GOOG ALPHABET INC $166.28万0.52%4,706 -143-2.9% -$5.05万 减仓
WMT WALMART INC $164.65万0.52%14,537 -76-0.5% -$8,608 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $162.37万0.51%3,400 -200-5.6% -$9.55万 减仓
QQQ INVESCO QQQ TR $143.08万0.45%1,943 1478.2% $10.83万 加仓
VLO VALERO ENERGY CORP $140.64万0.44%5,400 00.0% — 不变
GLD SPDR GOLD TR $139.54万0.44%3,788 00.0% — 不变
VB VANGUARD INDEX FDS $138.74万0.44%4,577 00.0% — 不变
IEF ISHARES TR $130.76万0.41%13,827 00.0% — 不变
SHY ISHARES TR $129.03万0.40%15,714 1,72912.4% $14.20万 加仓
MINT PIMCO ETF TR $125.48万0.39%12,450 4,05048.2% $40.82万 加仓
JPM JPMORGAN CHASE & CO $117.84万0.37%3,600 -200-5.3% -$6.55万 减仓
EMB ISHARES TR $117.42万0.37%12,175 00.0% — 不变
SLQD ISHARES TR $90.67万0.28%18,000 3,20021.6% $16.12万 加仓
— EXXON MOBIL CORP $90.24万0.28%6,600 00.0% — 不变
AGG ISHARES TR $84.63万0.27%8,550 1,50021.3% $14.85万 加仓
IDV ISHARES TR $82.95万0.26%20,022 11,211127.2% $46.45万 加仓
AVGO BROADCOM INC $75.55万0.24%2,000 -474-19.2% -$17.91万 减仓
VCSH VANGUARD SCOTTSDALE FDS $75.08万0.24%9,500 00.0% — 不变
JNJ JOHNSON & JOHNSON $73.91万0.23%2,910 -110-3.6% -$2.79万 减仓
IEI ISHARES TR $72.47万0.23%6,170 -2,115-25.5% -$24.84万 减仓
TIP ISHARES TR $70.36万0.22%6,430 00.0% — 不变
MRK MERCK & CO INC $68.88万0.22%5,360 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $67.24万0.21%10,000 00.0% — 不变
AAXJ ISHARES TR $65.63万0.21%5,500 00.0% — 不变
BIL SPDR SERIES TRUST $65.06万0.20%7,100 50.1% $458 加仓
O REALTY INCOME CORP $65.06万0.20%10,500 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $63.21万0.20%4,000 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $62.82万0.20%1,253 25325.3% $12.68万 加仓
IWO ISHARES TR $62.44万0.20%1,585 34227.5% $13.47万 加仓
ABBV ABBVIE INC $60.39万0.19%2,400 00.0% — 不变
META META PLATFORMS INC $59.60万0.19%1,058 868.8% $4.84万 加仓
VGT VANGUARD WORLD FD $57.32万0.18%4,796 94024.4% $11.23万 加仓
MA MASTERCARD INCORPORATED $57.27万0.18%1,115 -610-35.4% -$31.33万 减仓
EPD ENTERPRISE PRODS PARTNERS L $56.98万0.18%15,500 00.0% — 不变
SOXX ISHARES TR $56.55万0.18%1,120 00.0% — 不变
USFR WISDOMTREE TR $55.57万0.17%11,030 6,940169.7% $34.96万 加仓
WFC WELLS FARGO & CO $53.72万0.17%6,500 00.0% — 不变
PYLD PIMCO ETF TR $53.04万0.17%20,000 00.0% — 不变
VCLT VANGUARD SCOTTSDALE FDS $52.67万0.17%7,000 00.0% — 不变
EEMA ISHARES INC $47.79万0.15%4,086 00.0% — 不变
PG PROCTER & GAMBLE CO $43.99万0.14%3,000 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $42.20万0.13%600 00.0% — 不变
XLV SELECT SECTOR SPDR TR $41.25万0.13%2,600 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $39.15万0.12%4,079 00.0% — 不变
EFA ISHARES TR $37.41万0.12%3,601 3,601— $37.41万 新建仓
CRM SALESFORCE INC $34.75万0.11%2,218 -353-13.7% -$5.53万 减仓
T AT&T INC $33.12万0.10%16,000 10,000166.7% $20.70万 加仓
V VISA INC $33.04万0.10%963 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $32.68万0.10%1,536 29123.4% $6.19万 加仓
BMNR BITMINE IMMERSION TECHS INC $31.94万0.10%24,000 00.0% — 不变
DE DEERE & CO $31.08万0.10%490 00.0% — 不变
MU MICRON TECHNOLOGY INC $30.59万0.10%265 265— $30.59万 新建仓
EWJ ISHARES INC $30.45万0.10%3,265 00.0% — 不变
IWN ISHARES TR $28.73万0.09%1,299 1,299— $28.73万 新建仓
QTEC FIRST TR EXCHANGE-TRADED FD $28.72万0.09%962 00.0% — 不变
— GOLDMAN SACHS ETF TR $28.30万0.09%4,500 4,500— $28.30万 新建仓
COST COSTCO WHOLESALE CORPORATION $28.06万0.09%300 -200-40.0% -$18.71万 减仓
ASML ASML HLDG NV $26.46万0.08%133 133— $26.46万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $22.96万0.07%2,500 2,500— $22.96万 新建仓
IRM IRON MTN INC DEL $22.74万0.07%1,800 1,800— $22.74万 新建仓
CX CEMEX SA EURO MTN BE 144A $21.88万0.07%18,230 00.0% — 不变
IVV ISHARES TR $20.59万0.06%275 -56-16.9% -$4.19万 减仓
AXP AMERICAN EXPRESS CO $20.30万0.06%600 -310-34.1% -$10.49万 减仓
ISTB ISHARES TR $20.27万0.06%4,200 00.0% — 不变
ORCL ORACLE CORP $00.00%0 -3,082-100.0% -$45.34万 清仓
LLY ELI LILLY & CO $00.00%0 -372-100.0% -$34.22万 清仓
— HONEYWELL INTL INC $00.00%0 -1,100-100.0% -$24.86万 清仓
SHOP SHOPIFY INC $00.00%0 -2,051-100.0% -$24.33万 清仓
ZTS ZOETIS INC $00.00%0 -1,739-100.0% -$20.56万 清仓
ILF ISHARES TR $00.00%0 -5,764-100.0% -$20.47万 清仓
MSCI MSCI INC $00.00%0 -372-100.0% -$20.05万 清仓