Summit Investment Advisors, Inc. 13F 持仓 · 最近申报 2025年Q2
Summit Investment Advisors 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 55 只证券，申报市值合计 1.21 亿美元。前几大持仓：BSJP（9.36%）、IWF（7.14%）、BSCR（7.01%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSJP | INVESCO EXCH TRD SLF IDX FD | $11.4M | 9.36% | 492,654 | 增持 |
| 2 | IWF | ISHARES TR | $8.7M | 7.14% | 20,053 | 增持 |
| 3 | BSCR | INVESCO EXCH TRD SLF IDX FD | $8.5M | 7.01% | 432,241 | 增持 |
| 4 | IBHF | ISHARES TR | $7.0M | 5.80% | 304,244 | 增持 |
| 5 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $6.6M | 5.42% | 282,006 | 增持 |
| 6 | IBDS | ISHARES TR | $6.4M | 5.24% | 262,378 | 增持 |
| 7 | IWB | ISHARES TR | $6.3M | 5.16% | 18,322 | 增持 |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $4.9M | 4.07% | 252,749 | 增持 |
| 9 | IBDR | ISHARES TR | $4.5M | 3.72% | 186,724 | 增持 |
| 10 | QQQ | INVESCO QQQ TR | $4.5M | 3.71% | 8,136 | 增持 |
| 11 | FLBL | FRANKLIN TEMPLETON ETF TR | $4.3M | 3.53% | 177,999 | 增持 |
| 12 | IWD | ISHARES TR | $3.8M | 3.11% | 19,549 | 增持 |
| 13 | EDOW | FIRST TR EXCHANGE-TRADED FD | $3.0M | 2.47% | 79,091 | 增持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $3.0M | 2.45% | 16,366 | 增持 |
| 15 | BSJS | INVESCO EXCH TRD SLF IDX FD | $2.7M | 2.19% | 121,173 | 增持 |
| 16 | BSJR | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.14% | 114,478 | 增持 |
| 17 | IBHH | ISHARES TR | $2.4M | 1.96% | 100,648 | 增持 |
| 18 | IBHG | ISHARES TR | $2.2M | 1.80% | 97,610 | 增持 |
| 19 | IBHI | ISHARES TR | $1.9M | 1.58% | 81,772 | 增持 |
| 20 | BSJT | INVESCO EXCH TRD SLF IDX FD | $1.9M | 1.54% | 87,324 | 增持 |
| 21 | SPYG | SPDR SERIES TRUST | $1.7M | 1.41% | 17,708 | 减持 |
| 22 | SPYV | SPDR SERIES TRUST | $1.7M | 1.40% | 32,486 | 增持 |
| 23 | IWR | ISHARES TR | $1.5M | 1.22% | 16,067 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $1.4M | 1.19% | 4,742 | 增持 |
| 25 | AAPL | APPLE INC | $1.4M | 1.12% | 6,740 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR