13FBOX
SUMMIT INVESTMENT ADVISORS, INC. · 13F 持仓分析
期权收益计算器 机构排行

SUMMIT INVESTMENT ADVISORS, INC.

No.8796 数据截至 2025Q2
最新持仓市值 (Q2 2025)
$1.21亿
环比变动 Q1 2025
+$892.4万+7.9%
持仓股票数
55
新买入
1
加仓
47
减仓
4
清仓
1
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2025 市值Q2 2025 股数上季度市值上季度股数股数变动操作
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
9.36%9.81%$1,136.3万49.3万股$1,102.5万47.8万股+1.5万股+3.09%加仓
IiShares安硕·RUSSELLIWF
7.14%6.56%$866.1万2.0万股$737.4万2.0万股+189股+0.95%加仓
I景顺自营指数基金BSCR
7.01%7.31%$851.3万43.2万股$821.5万41.9万股+1.3万股+3.19%加仓
IiShares安硕信托IBHF
5.8%5.98%$704.3万30.4万股$671.8万29.1万股+1.3万股+4.38%加仓
I景顺自营指数基金BSJQ
5.42%5.58%$657.4万28.2万股$627.5万27.0万股+1.2万股+4.47%加仓
IiShares安硕信托IBDS
5.24%5.41%$635.7万26.2万股$608.7万25.2万股+9,909股+3.92%加仓
IiShares安硕·RUSSELLIWB
5.16%4.91%$625.8万1.8万股$552.2万1.8万股+341股+1.90%加仓
I景顺自营指数基金BSCQ
4.07%4.2%$493.6万25.3万股$472.3万24.2万股+1.1万股+4.36%加仓
IiShares安硕信托IBDR
3.72%3.83%$451.5万18.7万股$430.8万17.8万股+8,253股+4.62%加仓
I景顺QQQ信托VOO
3.71%3.46%$450.7万8,136股$389.5万8,090股+46股+0.57%加仓
F富兰克林·SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUNDFLBL
3.53%3.68%$428.8万17.8万股$413.3万17.3万股+4,695股+2.71%加仓
IiShares安硕信托IWD
3.11%3.14%$376.8万2.0万股$352.5万1.9万股+279股+1.45%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW
2.47%2.44%$300.2万7.9万股$274.1万7.8万股+1,454股+1.87%加仓
I景顺交易所交易基金信托RSP
2.45%2.43%$297.1万1.6万股$273.4万1.6万股+288股+1.79%加仓
I景顺自营指数基金BSJS
2.19%2.11%$266.2万12.1万股$237.6万11.0万股+1.1万股+10.19%加仓
I景顺自营指数基金BSJR
2.14%2.14%$259.6万11.4万股$240.0万10.7万股+7,483股+6.99%加仓
IiShares安硕信托IBHH
1.96%1.93%$237.3万10.1万股$217.3万9.4万股+7,107股+7.60%加仓
IISHARES IBONDS 2027 TERMIBHG
1.8%1.79%$218.5万9.8万股$200.7万9.0万股+7,270股+8.05%加仓
IiShares安硕信托IBHI
1.58%1.52%$191.9万8.2万股$170.8万7.4万股+7,562股+10.19%加仓
I景顺自营指数基金BSJT
1.54%1.46%$186.7万8.7万股$164.6万7.9万股+8,711股+11.08%加仓
SSPDR道富系列信托SPYG
1.41%1.32%$171.3万1.8万股$148.1万1.8万股-67股-0.38%减仓
S道富SPYV
1.4%1.42%$169.3万3.2万股$159.1万3.2万股+136股+0.42%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.22%1.2%$148.4万1.6万股$135.4万1.6万股+134股+0.84%加仓
G通用动力VTI
1.19%1.15%$145.0万4,742股$129.7万4,717股+25股+0.53%加仓
苹果AAPL
1.12%1.18%$136.4万6,740股$132.6万6,677股+63股+0.94%加仓
IiShares安硕信托
1.07%1.12%$129.9万5.4万股$125.4万5.4万股+307股+0.57%加仓
IISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFHYGH
1.03%1.03%$125.3万1.5万股$116.1万1.4万股+796股+5.79%加仓
IINVESCO BULLETSHARES 2025 CORPORATE BOND ETFBSCA
0.85%0.92%$103.0万5.0万股$103.1万5.0万股-90股-0.18%减仓
微软MSFT
0.81%0.72%$98.0万1,870股$81.0万1,870股00.00%持仓不变
CINCINNATI FINL COMCINF
0.76%0.81%$91.8万6,282股$90.5万6,245股+37股+0.59%加仓
英伟达NVDA
0.75%0.52%$91.6万5,270股$58.7万5,168股+102股+1.97%加仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.75%0.72%$91.2万2.0万股$80.9万1.8万股+2,158股+12.18%加仓
亚马逊AMZN
0.73%0.8%$88.9万4,142股$90.0万4,867股-725股-14.90%减仓
J骏利亨德森JAAA
0.64%0.68%$77.2万1.5万股$76.4万1.5万股+105股+0.69%加仓
I景顺交易所交易基金IIBKLN
0.56%0.53%$67.5万3.2万股$59.3万2.9万股+3,799股+13.32%加仓
I景顺·NASDAQ 100 ETFQQQM
0.52%0.47%$62.6万2,744股$52.5万2,650股+94股+3.55%加仓
I景顺自营指数基金BSCS
0.5%0.45%$60.1万2.9万股$50.7万2.5万股+4,413股+17.75%加仓
IiShares安硕信托IEFA
0.46%0.48%$55.7万6,816股$53.8万6,725股+91股+1.35%加仓
IISHARES IBONDS DEC 2025 TERM CORPORATE ETFIBCA
0.43%0.47%$51.6万2.1万股$52.6万2.1万股-407股-1.94%减仓
V先锋领航指数基金VOO
0.41%0.4%$49.7万869股$44.6万868股+1股+0.12%加仓
IiShares安硕信托SHYG
0.38%0.4%$46.4万1.1万股$44.9万1.1万股+192股+1.80%加仓
I景顺·BULLETSHARES 2029 CORPORATE BOND ETFBSCT
0.37%0.38%$45.0万2.4万股$42.3万2.3万股+1,138股+4.98%加仓
LPL金融LPLA
0.35%0.34%$42.4万1,147股$38.0万1,147股00.00%持仓不变
IiShares High Yield Systematic Bond ETFHYDB
0.31%0.32%$38.0万8,065股$36.5万7,915股+150股+1.90%加仓
好市多COST
0.29%0.33%$34.9万366股$36.8万364股+2股+0.55%加仓
SSPDR标普500 ETFSPY
0.29%0.25%$34.8万559股$28.4万509股+50股+9.82%加仓
Meta平台META
0.27%0.23%$32.8万437股$25.3万431股+6股+1.39%加仓
IiShares安硕信托IFRA
0.27%0.27%$32.5万6,504股$30.0万6,479股+25股+0.39%加仓
IiShares安硕·S&PIUSG
0.25%0.23%$29.8万1,956股$25.8万1,955股+1股+0.05%加仓
PRICE T ROWE COMTROW
0.24%0.22%$28.9万2,800股$25.2万2,800股00.00%持仓不变

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