Summitry LLC 13F 持仓 · 2026年Q2
Summitry 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 340 只证券，申报市值合计 30.40 亿美元。前几大持仓：V（4.92%）、AMZN（4.65%）、GOOGL（4.39%）。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 | V | VISA INC | $149.5M | 4.92% | 435,853 | 增持 |
| 2 | AMZN | AMAZON COM INC | $141.5M | 4.65% | 593,631 | 减持 |
| 3 | GOOGL | ALPHABET INC | $133.4M | 4.39% | 373,263 | 减持 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $131.1M | 4.31% | 274,507 | 减持 |
| 5 | MA | MASTERCARD INCORPORATED | $111.9M | 3.68% | 217,969 | 增持 |
| 6 | CARR | CARRIER GLOBAL CORPORATION | $100.2M | 3.30% | 1.4M | 减持 |
| 7 | A | AGILENT TECHNOLOGIES INC | $88.5M | 2.91% | 666,332 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $82.7M | 2.72% | 221,816 | 增持 |
| 9 | LOW | LOWES COS INC | $81.5M | 2.68% | 369,601 | 增持 |
| 10 | WFC | WELLS FARGO & CO | $72.2M | 2.37% | 873,433 | 减持 |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $68.0M | 2.24% | 135,659 | 减持 |
| 12 | ULTA | ULTA BEAUTY INC | $68.1M | 2.24% | 150,908 | 增持 |
| 13 | SBUX | STARBUCKS CORP | $67.6M | 2.22% | 661,824 | 减持 |
| 14 | SCHW | SCHWAB CHARLES CORP | $65.2M | 2.15% | 707,019 | 增持 |
| 15 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $62.4M | 2.05% | 237,187 | 增持 |
| 16 | META | META PLATFORMS INC | $60.0M | 1.97% | 106,458 | 增持 |
| 17 | AAPL | APPLE INC | $59.3M | 1.95% | 205,044 | 增持 |
| 18 | GXO | GXO LOGISTICS INCORPORATED | $58.2M | 1.92% | 1.1M | 增持 |
| 19 | IBDU | ISHARES TR | $46.8M | 1.54% | 2.0M | 增持 |
| 20 | FISV | FISERV INC | $46.5M | 1.53% | 947,856 | 减持 |
| 21 | IBGA | ISHARES TR | $46.0M | 1.51% | 1.9M | 增持 |
| 22 | NFLX | NETFLIX INC. | $41.7M | 1.37% | 584,309 | 减持 |
| 23 | RTO | RENTOKIL INITIAL PLC | $40.7M | 1.34% | 1.4M | 减持 |
| 24 | ODFL | OLD DOMINION FREIGHT LINE IN | $39.4M | 1.30% | 182,042 | 减持 |
| 25 | ROST | ROSS STORES INC | $38.8M | 1.28% | 182,475 | 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