Summit Portfolio Management, LTD.
LAS VEGAS NV · SEC CIK 0002132683
$1.55亿2026Q1 申报市值
24持仓数
87.3%前十大占比 · 第一大 23.7%
0 / 0新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | $20.67万 | 0.13% | 5,984 | — | — | — | — |
| MSFT | MICROSOFT CORP | $20.80万 | 0.13% | 562 | — | — | — | — |
| DFIC | DIMENSIONAL ETF TRUST | $26.26万 | 0.17% | 7,390 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $27.74万 | 0.18% | 1,591 | — | — | — | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.21万 | 0.22% | 526 | — | — | — | — |
| — | AMERICAN CENTY ETF TR | $34.48万 | 0.22% | 5,436 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.74万 | 0.22% | 725 | — | — | — | — |
| VTI | VANGUARD INDEX FDS | $46.34万 | 0.30% | 1,444 | — | — | — | — |
| DFIV | DIMENSIONAL ETF TRUST | $89.51万 | 0.58% | 16,959 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $268.48万 | 1.73% | 42,991 | — | — | — | — |
| DISV | DIMENSIONAL ETF TRUST | $275.28万 | 1.77% | 69,797 | — | — | — | — |
| DFEV | DIMENSIONAL ETF TRUST | $347.01万 | 2.23% | 96,986 | — | — | — | — |
| — | DIMENSIONAL ETF TRUST | $359.07万 | 2.31% | 92,402 | — | — | — | — |
| AVEM | AMERICAN CENTY ETF TR | $391.82万 | 2.52% | 48,625 | — | — | — | — |
| AVES | AMERICAN CENTY ETF TR | $653.78万 | 4.21% | 109,000 | — | — | — | — |
| DFUV | DIMENSIONAL ETF TRUST | $712.02万 | 4.58% | 146,929 | — | — | — | — |
| AVIV | AMERICAN CENTY ETF TR | $832.78万 | 5.36% | 111,290 | — | — | — | — |
| VTIP | VANGUARD MALVERN FDS | $1,002.99万 | 6.45% | 200,799 | — | — | — | — |
| AVDE | AMERICAN CENTY ETF TR | $1,004.89万 | 6.46% | 118,445 | — | — | — | — |
| FLOT | ISHARES TR | $1,131.38万 | 7.28% | 222,056 | — | — | — | — |
| AVUS | AMERICAN CENTY ETF TR | $1,370.63万 | 8.82% | 123,280 | — | — | — | — |
| AVLV | AMERICAN CENTY ETF TR | $1,381.58万 | 8.89% | 171,390 | — | — | — | — |
| AVDV | AMERICAN CENTY ETF TR | $1,789.10万 | 11.51% | 179,161 | — | — | — | — |
| AVUV | AMERICAN CENTY ETF TR | $3,689.30万 | 23.73% | 333,964 | — | — | — | — |