Summitpoint Capital Management 13F 持仓 · 2026年Q2
Summitpoint Capital Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 39 只证券,申报市值合计 9,275.23 万美元。前几大持仓:SCHG(16.60%)、IEI(8.60%)、ACWX(6.50%)。本季前 25 大持仓中:增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $15.4M | 16.60% | 455,079 | 增持 |
| 2 | IEI | ISHARES TR | $8.0M | 8.60% | 67,929 | 增持 |
| 3 | ACWX | ISHARES TR | $6.0M | 6.50% | 79,242 | 减持 |
| 4 | JAVA | J P MORGAN EXCHANGE TRADED F | $5.9M | 6.33% | 73,974 | 增持 |
| 5 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 6.09% | 153,178 | 减持 |
| 6 | TOTL | SSGA ACTIVE ETF TR | $5.0M | 5.34% | 125,522 | 增持 |
| 7 | SMLF | ISHARES TR | $4.6M | 4.96% | 51,604 | 增持 |
| 8 | JAAA | JANUS DETROIT STR TR | $4.1M | 4.38% | 80,486 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $4.0M | 4.32% | 5,836 | 增持 |
| 10 | SCHF | SCHWAB STRATEGIC TR | $3.6M | 3.87% | 129,636 | 减持 |
| 11 | EEM | ISHARES TR | $3.5M | 3.72% | 50,446 | 增持 |
| 12 | IJK | ISHARES TR | $3.3M | 3.54% | 27,977 | 增持 |
| 13 | SCHV | SCHWAB STRATEGIC TR | $3.1M | 3.32% | 88,418 | 减持 |
| 14 | HEFA | ISHARES TR | $3.0M | 3.18% | 62,914 | 减持 |
| 15 | IBTJ | ISHARES TR | $1.5M | 1.57% | 67,080 | 减持 |
| 16 | IBTI | ISHARES TR | $1.3M | 1.40% | 58,837 | 减持 |
| 17 | IBTH | ISHARES TR | $1.2M | 1.32% | 54,718 | 减持 |
| 18 | IBMO | ISHARES TR | $1.2M | 1.28% | 46,448 | 增持 |
| 19 | IBMP | ISHARES TR | $1.2M | 1.28% | 46,777 | 增持 |
| 20 | IBMQ | ISHARES TR | $1.2M | 1.27% | 45,927 | 持平 |
| 21 | IBTG | ISHARES TR | $1.1M | 1.17% | 47,500 | 减持 |
| 22 | SCHA | SCHWAB STRATEGIC TR | $1.1M | 1.14% | 29,352 | 减持 |
| 23 | IUSV | ISHARES TR | $884,453 | 0.95% | 8,030 | 减持 |
| 24 | EMXC | ISHARES INC | $801,967 | 0.86% | 7,839 | 减持 |
| 25 | BOND | PIMCO ETF TR | $768,576 | 0.83% | 8,335 | 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