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顶峰之路顾问 · 13F 持仓分析
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顶峰之路顾问

Summit Trail Advisors, LLCNo.701 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$79.45亿
环比变动 Q1 2026
+$9.65亿+13.8%
持仓股票数
1474
新买入
80
加仓
788
减仓
543
清仓
47
持股不变
63
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 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
8.16%9.03%$6.49亿94.4万股$6.30亿105.4万股-11.0万股-10.43%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
7.15%7.16%$5.68亿1,128.5万股$5.00亿992.8万股+135.7万股+13.67%加仓
博通AVGO
3.62%3.36%$2.88亿76.1万股$2.35亿75.9万股+2,363股+0.31%加仓
苹果AAPL
2.62%2.59%$2.08亿71.8万股$1.81亿71.3万股+4,772股+0.67%加仓
V先锋领航·FTSEVEA
2.16%2.33%$1.72亿241.4万股$1.63亿254.0万股-12.6万股-4.97%减仓
英伟达NVDA
2.13%2.09%$1.69亿84.5万股$1.46亿83.5万股+9,785股+1.17%加仓
谷歌AGOOGL
2.1%1.92%$1.66亿46.6万股$1.34亿46.5万股+892股+0.19%加仓
I景顺交易所交易基金信托RSP
2.09%1.99%$1.66亿78.0万股$1.39亿72.4万股+5.6万股+7.79%加仓
AAlphabet Inc Class CGOOG
1.79%1.65%$1.43亿40.3万股$1.15亿40.1万股+2,624股+0.65%加仓
OLLIES BARGAIN OUTLETOLLI
1.56%2.11%$1.24亿161.3万股$1.47亿160.2万股+1.1万股+0.67%加仓
安费诺APH
1.55%1.3%$1.23亿69.9万股$9,075.1万71.8万股-1.9万股-2.71%减仓
微软MSFT
1.55%1.54%$1.23亿32.9万股$1.08亿29.1万股+3.8万股+13.19%加仓
V先锋领航·FSTEVWO
1.4%1.45%$1.11亿186.8万股$1.01亿187.3万股-5,558股-0.30%减仓
DLOCALDLO
1.26%1.43%$9,979.3万767.9万股$9,960.1万767.9万股+4股+0.00%加仓
亚马逊AMZN
1.15%1.11%$9,124.0万38.3万股$7,741.8万37.2万股+1.1万股+2.98%加仓
EEXPEDITORS INTL WASHEXPE
0.94%0.85%$7,435.9万45.6万股$5,915.8万48.6万股-2.9万股-6.07%减仓
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
0.91%$7,212.7万21.3万股$00股+21.3万股新买入
SSPDR标普500 ETFSPY
0.85%0.84%$6,773.8万9.1万股$5,842.5万9.0万股+870股+0.97%加仓
IiShares安硕·RUSSELLIWM
0.84%0.89%$6,652.9万22.1万股$6,243.9万25.2万股-3.0万股-12.05%减仓
Meta平台META
0.79%0.96%$6,253.6万11.1万股$6,704.8万11.7万股-6,171股-5.27%减仓
I景顺交易所交易基金信托PPA
0.73%0.79%$5,828.0万33.0万股$5,511.7万33.3万股-2,716股-0.82%减仓
IiShares安硕信托AGG
0.68%0.76%$5,436.0万54.9万股$5,299.8万53.4万股+1.5万股+2.87%加仓
I景顺·KBW BANK ETFKBWB
0.63%0.6%$5,024.3万54.0万股$4,200.3万53.1万股+9,481股+1.79%加仓
美光科技MU
0.63%0.22%$5,003.5万4.3万股$1,540.3万4.6万股-2,247股-4.93%减仓
V先锋领航斯科茨代尔基金VGIT
0.58%0.69%$4,635.2万78.6万股$4,790.4万80.4万股-1.9万股-2.31%减仓
摩根大通JPM
0.57%0.59%$4,501.8万13.8万股$4,124.5万14.0万股-2,683股-1.91%减仓
卡特彼勒CAT
0.54%0.42%$4,311.5万4.0万股$2,922.2万4.1万股-759股-1.84%减仓
特斯拉TSLA
0.54%0.53%$4,267.2万10.1万股$3,729.5万10.0万股+1,132股+1.13%加仓
帕兰提尔PLTR
0.53%0.76%$4,182.9万35.9万股$5,281.3万36.1万股-2,518股-0.70%减仓
伯克希尔哈撒韦BRK.B
0.52%0.58%$4,165.4万8.3万股$4,014.9万8.4万股-541股-0.65%减仓
I景顺·S&P 500 EQUAL WEIGHT TECHNOLOGY ETFRSPT
0.49%0.37%$3,907.8万60.6万股$2,574.8万56.9万股+3.7万股+6.50%加仓
G通用动力VTI
0.47%0.41%$3,713.5万10.0万股$2,830.9万8.8万股+1.2万股+13.72%加仓
礼来LLY
0.44%0.37%$3,487.3万2.9万股$2,610.6万2.8万股+692股+2.44%加仓
IiShares安硕·MSCI EAFE ETFEFA
0.4%0.41%$3,149.3万30.3万股$2,892.1万29.8万股+5,406股+1.82%加仓
AMD超威AMD
0.39%0.15%$3,076.8万5.3万股$1,049.9万5.2万股+1,352股+2.62%加仓
AON SHS CL AAON
0.37%0.42%$2,975.7万9.0万股$2,912.6万9.0万股-520股-0.58%减仓
IiShares安硕信托IVV
0.37%0.32%$2,912.1万3.9万股$2,265.1万3.5万股+4,208股+12.13%加仓
SSANDISK COMSNDK
0.35%0.12%$2,815.3万1.2万股$823.0万1.3万股-572股-4.42%减仓
CrowdStrikeCRWD
0.34%0.21%$2,721.4万3.6万股$1,448.0万3.7万股-1,430股-3.86%减仓
V先锋领航指数基金VB
0.33%0.33%$2,651.9万8.7万股$2,337.7万8.9万股-1,768股-1.98%减仓
STARSGU
0.33%0.36%$2,606.5万203.0万股$2,483.0万202.2万股+8,000股+0.40%加仓
强生JNJ
0.33%0.36%$2,597.6万10.2万股$2,512.6万10.3万股-513股-0.50%减仓
OKTA CLASS AOKTA
0.32%0.25%$2,575.3万18.9万股$1,726.8万21.9万股-3.1万股-13.97%减仓
DatadogDDOG
0.32%0.17%$2,563.6万9.8万股$1,201.7万10.2万股-3,336股-3.28%减仓
IiShares黄金信托IAU
0.32%0.42%$2,542.5万33.7万股$2,963.2万33.6万股+588股+0.17%加仓
西部数据WDC
0.31%0.18%$2,466.9万3.9万股$1,271.8万4.7万股-8,395股-17.85%减仓
KKRANESHARES TRUSTKCCA
0.3%0.3%$2,403.7万141.4万股$2,122.5万143.2万股-1.9万股-1.30%减仓
Arista网络ANET
0.3%0.27%$2,398.9万14.1万股$1,861.2万15.2万股-1.0万股-6.84%减仓
V先锋领航国际股票指数基金VT
0.29%0.39%$2,273.9万14.5万股$2,709.7万19.6万股-5.1万股-26.04%减仓
ERIE INDTYERIE
0.28%0.33%$2,225.0万9.3万股$2,321.2万9.2万股+441股+0.48%加仓

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