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Summit X, LLC · 13F 持仓分析
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Summit X, LLC

No.4053 数据截至 2025Q2
最新持仓市值 (Q2 2025)
$5.36亿
环比变动 Q1 2025
+$6,071.7万+12.8%
持仓股票数
255
新买入
30
加仓
121
减仓
93
清仓
15
持股不变
11
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
V先锋领航斯科茨代尔基金VONG
6.64%3.53%$3,561.9万32.6万股$1,678.7万18.1万股+14.5万股+80.29%加仓
英伟达NVDA
4.28%6.12%$2,294.5万14.5万股$2,909.2万26.8万股-12.3万股-46.00%减仓
IiShares安硕信托IVV
4.22%5.81%$2,262.2万3.6万股$2,764.9万4.9万股-1.3万股-25.96%减仓
B贝莱德ETF信托DYNF
3.94%3.32%$2,115.7万38.8万股$1,577.7万32.4万股+6.5万股+20.07%加仓
苹果AAPL
3.9%4.9%$2,089.9万10.2万股$2,332.2万10.5万股-3,139股-2.99%减仓
IiShares安硕·MSCIQUAL
3.77%3.94%$2,019.9万11.0万股$1,874.4万11.0万股+801股+0.73%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
3.53%3.55%$1,894.6万28.3万股$1,687.0万27.9万股+3,759股+1.35%加仓
A美国世纪ETF信托AVLV
3.37%3.18%$1,807.9万26.5万股$1,515.0万23.2万股+3.3万股+14.08%加仓
IiShares安硕信托EFV
2.81%2.25%$1,506.4万23.7万股$1,070.9万18.2万股+5.6万股+30.61%加仓
F富达·MERRIMACK STR TRFBND
2.7%1.95%$1,448.2万31.7万股$927.0万20.3万股+11.3万股+55.89%加仓
微软MSFT
2.04%1.71%$1,095.4万2.2万股$811.6万2.2万股+400股+1.85%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
2.02%1.26%$1,084.9万6.3万股$601.7万4.3万股+2.0万股+46.16%加仓
A美国世纪ETF信托AVEM
2.02%1.11%$1,083.5万15.8万股$530.0万8.8万股+7.0万股+79.46%加仓
B贝莱德·ETF TRUST IIBINC
1.99%1.58%$1,065.5万20.2万股$753.2万14.4万股+5.8万股+40.24%加仓
DDimensional维度ETF信托DFCF
1.94%2.2%$1,042.8万24.7万股$1,047.9万24.9万股-2,390股-0.96%减仓
OOREILLY AUTOMOTIVE COMORLY
1.85%4.68%$992.9万11.0万股$2,225.5万1.6万股+9.5万股+609.11%加仓
V先锋领航·TOTALBND
1.2%0.71%$643.4万8.7万股$336.0万4.6万股+4.2万股+91.06%加仓
A美国世纪ETF信托AVUS
1.18%1.23%$634.2万6.3万股$585.3万6.3万股-453股-0.71%减仓
沃尔玛WMT
1.13%0.58%$608.6万6.2万股$274.5万3.1万股+3.1万股+99.10%加仓
VisaV
1.13%0.64%$608.4万1.7万股$304.3万8,685股+8,451股+97.31%加仓
IiShares安硕信托EFG
1.12%1.72%$603.3万5.4万股$818.6万8.2万股-2.8万股-34.20%减仓
亚马逊AMZN
1.05%1.02%$562.3万2.6万股$483.3万2.5万股+230股+0.91%加仓
IiShares安硕信托TLT
0.98%0.88%$523.9万5.9万股$418.3万4.6万股+1.3万股+29.19%加仓
万事达MA
0.97%1.08%$520.3万9,263股$514.3万9,385股-122股-1.30%减仓
IiShares安硕信托TLH
0.94%0.94%$506.5万5.0万股$449.3万4.3万股+6,552股+15.13%加仓
谷歌AGOOGL
0.88%0.87%$470.6万2.7万股$415.2万2.7万股-162股-0.60%减仓
联合健康UNH
0.87%0.31%$469.2万1.5万股$149.1万2,849股+1.2万股+427.97%加仓
联合包裹UPSUPS
0.82%0.46%$440.3万4.4万股$216.4万2.0万股+2.4万股+121.68%加仓
I景顺QQQ信托VOO
0.81%0.68%$432.8万7,847股$323.1万6,892股+955股+13.86%加仓
AAMEREN COMDHS
0.73%0.45%$392.2万4.1万股$212.4万2.1万股+2.0万股+92.97%加仓
宝洁PG
0.71%0.99%$380.5万2.4万股$472.3万2.8万股-3,826股-13.81%减仓
雷神技术RTX
0.7%0.73%$377.5万2.6万股$347.1万2.6万股-353股-1.35%减仓
IiShares黄金信托IAU
0.68%0.79%$362.3万5.8万股$375.1万6.4万股-5,516股-8.67%减仓
伯克希尔哈撒韦BRK.B
0.65%0.38%$346.9万7,144股$180.9万3,397股+3,747股+110.30%加仓
iShares安硕·MBSACGL
0.63%1.21%$338.3万3.6万股$573.8万6.1万股-2.5万股-41.12%减仓
艾伯维ABBV
0.58%0.73%$308.5万1.7万股$348.6万1.7万股-19股-0.11%减仓
CrowdStrikeCRWD
0.54%0.46%$291.9万5,730股$218.0万6,183股-453股-7.33%减仓
埃克森美孚XOM
0.49%1.16%$262.8万2.4万股$551.5万4.6万股-2.2万股-47.43%减仓
礼来LLY
0.49%0.63%$261.9万3,357股$298.1万3,605股-248股-6.88%减仓
波音BA
0.46%0.11%$248.7万1.2万股$50.8万2,976股+8,896股+298.92%加仓
博通AVGO
0.46%0.3%$247.4万8,975股$144.2万8,615股+360股+4.18%加仓
Meta平台META
0.46%0.37%$247.0万3,348股$176.3万3,059股+289股+9.45%加仓
GGILEAD SCIENCES COMGILD
0.44%0.51%$238.4万2.1万股$241.5万2.2万股-55股-0.26%减仓
NNEOS ETF TRUSTCSHI
0.44%$237.5万4.8万股$00股+4.8万股新买入
SSPDR道富系列信托BIL
0.42%0.26%$226.6万2.5万股$122.0万1.3万股+1.1万股+85.71%加仓
SSPDR黄金信托GLD
0.42%0.44%$224.4万7,361股$207.0万7,183股+178股+2.48%加仓
IiShares High Yield Systematic Bond ETFHYDB
0.42%0.56%$222.9万4.7万股$265.4万5.6万股-9,424股-16.72%减仓
FIRST CTZNS BANCSHARES DFCNCA
0.41%0.44%$220.7万1,128股$206.9万1,116股+12股+1.08%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.41%$220.4万2.4万股$00股+2.4万股新买入
MMESOBLASTMESO
0.4%0.52%$217.0万19.9万股$247.3万19.8万股+1,132股+0.57%加仓

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