Summit Trail Advisors, LLC 13F 持仓 · 2026年Q2
Summit Trail Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,472 只证券，申报市值合计 79.49 亿美元。前几大持仓：VOO（8.16%）、USFR（7.15%）、AVGO（3.62%）。本季前 25 大持仓中：新建仓 1 只、增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $648.7M | 8.16% | 944,467 | 减持 |
| 2 | USFR | WISDOMTREE TR | $568.2M | 7.15% | 11.3M | 增持 |
| 3 | AVGO | BROADCOM INC | $287.6M | 3.62% | 761,224 | 增持 |
| 4 | AAPL | APPLE INC | $207.8M | 2.61% | 718,259 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $172.0M | 2.16% | 2.4M | 减持 |
| 6 | NVDA | NVIDIA CORPORATION | $169.0M | 2.13% | 844,790 | 增持 |
| 7 | GOOGL | ALPHABET INC | $166.5M | 2.09% | 465,896 | 增持 |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $166.0M | 2.09% | 780,301 | 增持 |
| 9 | GOOG | ALPHABET INC | $142.6M | 1.79% | 403,486 | 增持 |
| 10 | OLLI | OLLIES BARGAIN OUTLET HLDGS | $124.0M | 1.56% | 1.6M | 增持 |
| 11 | APH | AMPHENOL CORP | $123.2M | 1.55% | 698,762 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $122.8M | 1.55% | 329,333 | 增持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $111.5M | 1.40% | 1.9M | 减持 |
| 14 | DLO | DLOCAL LTD | $99.8M | 1.26% | 7.7M | 增持 |
| 15 | AMZN | AMAZON COM INC | $91.2M | 1.15% | 382,812 | 增持 |
| 16 | EXPD | EXPEDITORS INTL WASH INC | $74.4M | 0.94% | 456,248 | 减持 |
| 17 | VONE | VANGUARD SCOTTSDALE FDS | $72.1M | 0.91% | 212,940 | 新建仓 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $67.7M | 0.85% | 90,708 | 增持 |
| 19 | IWM | ISHARES TR | $66.5M | 0.84% | 221,433 | 减持 |
| 20 | META | META PLATFORMS INC | $62.5M | 0.79% | 111,019 | 减持 |
| 21 | PPA | INVESCO EXCHANGE TRADED FD T | $58.3M | 0.73% | 329,916 | 减持 |
| 22 | AGG | ISHARES TR | $54.4M | 0.68% | 549,204 | 增持 |
| 23 | KBWB | INVESCO EXCH TRADED FD TR II | $50.2M | 0.63% | 540,360 | 增持 |
| 24 | MU | MICRON TECHNOLOGY INC | $50.0M | 0.63% | 43,347 | 减持 |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | $46.4M | 0.58% | 785,893 | 减持 |
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