Summit Place Financial Advisors, LLC 13F 持仓 · 2026年Q2
Summit Place Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 2.28 亿美元。前几大持仓：AAPL（4.23%）、NVDA（4.01%）、GEV（3.95%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $9.7M | 4.23% | 33,394 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $9.1M | 4.01% | 45,704 | 减持 |
| 3 | GEV | GE VERNOVA INC | $9.0M | 3.95% | 7,669 | 减持 |
| 4 | IAU | ISHARES GOLD TR | $7.6M | 3.33% | 100,576 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $6.3M | 2.74% | 16,800 | 减持 |
| 6 | GE | GE AEROSPACE | $5.8M | 2.54% | 15,511 | 减持 |
| 7 | IWM | ISHARES TR | $5.7M | 2.52% | 19,131 | 增持 |
| 8 | IJR | ISHARES TR | $5.3M | 2.31% | 35,536 | 增持 |
| 9 | USDU | WISDOMTREE TR | $5.1M | 2.24% | 191,313 | 增持 |
| 10 | SCHX | SCHWAB STRATEGIC TR | $4.6M | 2.02% | 156,552 | 增持 |
| 11 | RTX | RTX CORPORATION | $4.5M | 1.96% | 23,612 | 减持 |
| 12 | WMT | WALMART INC | $4.4M | 1.93% | 38,964 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 1.90% | 5,808 | 增持 |
| 14 | AMZN | AMAZON COM INC | $4.2M | 1.82% | 17,440 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $4.2M | 1.82% | 16,402 | 增持 |
| 16 | CRWD | CROWDSTRIKE HLDGS INC | $4.1M | 1.81% | 5,421 | 减持 |
| 17 | WELL | WELLTOWER INC | $4.0M | 1.76% | 17,666 | 减持 |
| 18 | GOOGL | ALPHABET INC | $4.0M | 1.74% | 11,120 | 减持 |
| 19 | CTVA | CORTEVA INC | $3.8M | 1.68% | 45,288 | 减持 |
| 20 | V | VISA INC | $3.8M | 1.66% | 11,063 | 增持 |
| 21 | EWY | ISHARES INC | $3.7M | 1.64% | 18,509 | 减持 |
| 22 | MLM | MARTIN MARIETTA MATLS INC | $3.5M | 1.55% | 6,122 | 增持 |
| 23 | HIG | HARTFORD INSURANCE GROUP INC | $3.5M | 1.53% | 26,305 | 增持 |
| 24 | NFLX | NETFLIX INC. | $3.4M | 1.50% | 47,855 | 增持 |
| 25 | BLK | BLACKROCK INC | $3.2M | 1.40% | 3,322 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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