13FBOX
Summit Place Financial Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Summit Place Financial Advisors, LLC

No.6682 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.28亿
环比变动 Q1 2026
+$2,006.4万+9.6%
持仓股票数
110
新买入
10
加仓
46
减仓
40
清仓
6
持股不变
14
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
苹果AAPL
4.23%4.16%$966.3万3.3万股$865.9万3.4万股-726股-2.13%减仓
英伟达NVDA
4.01%4.02%$914.5万4.6万股$837.6万4.8万股-2,322股-4.83%减仓
GE VernovaGEV
3.95%3.53%$901.0万7,669股$734.7万8,417股-748股-8.89%减仓
IiShares黄金信托IAU
3.33%4.16%$759.4万10.1万股$866.2万9.8万股+2,322股+2.36%加仓
微软MSFT
2.74%3.1%$626.7万1.7万股$644.6万1.7万股-614股-3.53%减仓
GE航空GE
2.54%2.13%$579.7万1.6万股$442.7万1.6万股-90股-0.58%减仓
IiShares安硕·RUSSELLIWM
2.52%2.22%$574.8万1.9万股$463.3万1.9万股+451股+2.41%加仓
IiShares安硕·COREIJR
2.31%2.05%$527.0万3.6万股$426.2万3.4万股+1,250股+3.65%加仓
WWisdomTree·BLOOMBERG US DOLLAR BULLISH FUNDUSDU
2.24%2.34%$511.8万19.1万股$486.3万18.5万股+6,610股+3.58%加仓
S嘉信·USSCHX
2.02%1.89%$460.7万15.7万股$393.6万15.4万股+3,025股+1.97%加仓
雷神技术RTX
1.96%2.33%$448.0万2.4万股$486.1万2.5万股-1,585股-6.29%减仓
沃尔玛WMT
1.93%2.36%$441.3万3.9万股$491.2万4.0万股-561股-1.42%减仓
SSPDR标普500 ETFSPY
1.9%1.8%$433.8万5,808股$375.5万5,773股+35股+0.61%加仓
强生JNJ
1.82%1.91%$416.6万1.6万股$397.3万1.6万股+150股+0.92%加仓
亚马逊AMZN
1.82%1.84%$415.7万1.7万股$382.9万1.8万股-946股-5.15%减仓
CrowdStrikeCRWD
1.81%1.1%$413.7万5,421股$229.6万5,882股-461股-7.84%减仓
WELLTOWER COMWELL
1.76%1.81%$401.0万1.8万股$377.5万1.9万股-1,430股-7.49%减仓
谷歌AGOOGL
1.74%1.63%$397.4万1.1万股$339.8万1.2万股-697股-5.90%减仓
CORTEVA COMCTVA
1.68%1.87%$383.5万4.5万股$388.5万4.6万股-1,122股-2.42%减仓
VisaV
1.66%1.56%$379.6万1.1万股$324.0万1.1万股+345股+3.22%加仓
IISHARES MSCI SOUTH KOREAETFEWY
1.64%1.39%$373.7万1.9万股$288.7万2.3万股-4,958股-21.13%减仓
马丁玛丽埃塔MLM
1.55%1.69%$353.1万6,122股$351.6万5,972股+150股+2.51%加仓
哈特福德·INSURANCEHIG
1.53%1.67%$348.6万2.6万股$348.1万2.6万股+565股+2.20%加仓
NETFLIXNFLX
1.5%2.15%$341.7万4.8万股$448.6万4.7万股+1,195股+2.56%加仓
贝莱德·INC COMBLK
1.4%1.53%$319.4万3,322股$319.0万3,317股+5股+0.15%加仓
迪士尼DIS
1.33%1.41%$302.5万3.1万股$294.5万3.1万股+875股+2.86%加仓
GGlobal X·URANIUM ETFURA
1.32%1.65%$302.1万6.9万股$344.2万7.1万股-1,925股-2.71%减仓
TAKE-TWO INTERACTIVE SOFTWARE COMTTWO
1.28%1.14%$291.4万1.2万股$236.8万1.2万股-330股-2.75%减仓
ALCON ORD SHSALC
1.27%1.25%$290.7万4.3万股$260.9万3.5万股+8,690股+25.10%加仓
好市多COST
1.24%1.37%$282.4万3,019股$286.3万2,873股+146股+5.08%加仓
DANAHER DEL COMDHR
1.2%0.88%$274.2万1.4万股$184.1万9,710股+4,685股+48.25%加仓
艺康ECL
1.19%1%$272.2万9,720股$208.0万7,795股+1,925股+24.70%加仓
黑石集团BX
1.17%1.14%$268.3万2.3万股$236.6万2.1万股+2,225股+10.82%加仓
I景顺·CURRENCYSHARES EUROFXE
1.17%1.22%$268.2万2.5万股$254.9万2.4万股+1,540股+6.44%加仓
SSPDR行业精选信托XLK
1.16%0.88%$265.2万1.4万股$183.7万1.4万股+100股+0.72%加仓
J摩根大通交易所交易基金JMST
1.11%0.61%$252.5万5.0万股$126.4万2.5万股+2.5万股+99.60%加仓
华纳兄弟探索WBD
1.1%1.27%$250.6万9.4万股$263.9万9.6万股-2,109股-2.19%减仓
TTOLL BROTHERSTOL
1.09%0.94%$249.0万1.5万股$195.4万1.4万股+800股+5.59%加仓
EEquity ResidentialVMRK
1.04%0.81%$237.5万3.5万股$169.5万2.9万股+6,300股+21.98%加仓
TTOAST CL ATOST
1.04%1%$236.7万8.5万股$208.2万7.9万股+6,520股+8.30%加仓
IiShares安硕IEMG
1.01%0.79%$231.3万2.8万股$165.1万2.4万股+4,255股+17.97%加仓
AAPA公司APA
1%1.37%$228.7万7.0万股$284.6万6.7万股+3,175股+4.73%加仓
MMATTHEWS ASIA FDSMCH
0.96%0.93%$219.8万7.6万股$194.4万7.4万股+2,320股+3.14%加仓
宝洁PG
0.96%1.01%$218.9万1.5万股$210.8万1.5万股+334股+2.29%加仓
IiShares安硕·MSCI MEXICO ETFEWW
0.89%0.91%$203.6万2.7万股$188.9万2.5万股+1,945股+7.75%加仓
S嘉信·USSCHA
0.89%0.79%$203.3万5.6万股$165.2万5.7万股-550股-0.97%减仓
XXTRACKERS HARVEST CSI 300 CHINA A-SHARESASHR
0.85%0.8%$194.6万5.3万股$165.9万5.1万股+2,260股+4.45%加仓
AAPTIVAPTV
0.81%$185.9万3.0万股$00股+3.0万股新买入
可口可乐KO
0.79%0.78%$180.0万2.2万股$163.3万2.1万股+675股+3.14%加仓
阿里巴巴BABA
0.79%0.92%$179.6万1.9万股$191.0万1.5万股+3,485股+22.89%加仓

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