13FBOX
Summa Corp. · 13F 持仓分析
期权收益计算器 机构排行

Summa Corp.

No.5595 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.19亿
环比变动 Q1 2026
+$7,671.1万+31.7%
持仓股票数
83
新买入
7
加仓
24
减仓
19
清仓
7
持股不变
33
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
英伟达NVDA
37.06%45.79%$1.18亿59.0万股$1.11亿63.5万股-4.5万股-7.08%减仓
AMD超威AMD
21.06%10.3%$6,711.2万11.6万股$2,491.5万12.2万股-6,945股-5.67%减仓
迈威尔MRVL
4.67%1.72%$1,489.5万5.0万股$416.0万4.2万股+8,000股+19.05%加仓
微软MSFT
2.69%3.48%$856.0万2.3万股$841.1万2.3万股+227股+1.00%加仓
SSPDR标普500 ETFSPY
2.57%2.96%$818.9万1.1万股$714.9万1.1万股-27股-0.25%减仓
IiShares安硕·RUSSELLIWF
2.24%1.97%$715.1万5.8万股$477.1万1.1万股+4.6万股+414.64%加仓
Q高通QCOM
2.03%1.81%$646.8万3.5万股$437.9万3.4万股+1,000股+2.94%加仓
IiShares安硕·MSCIQUAL
1.95%2.24%$621.0万2.8万股$542.8万2.8万股00.00%持仓不变
亚马逊AMZN
1.67%1.84%$532.4万2.2万股$444.3万2.1万股+1,007股+4.72%加仓
V先锋领航指数基金VOO
1.53%1.71%$487.9万7,104股$413.0万6,912股+192股+2.78%加仓
DDBX ETF信托DBEF
1.47%1.6%$468.8万8.6万股$387.7万7.8万股+7,338股+9.35%加仓
IiShares安硕信托IWD
1.43%1.18%$454.9万1.9万股$285.9万1.3万股+5,387股+40.26%加仓
IINNOVATE EQUITY ETFGINN
1.36%1%$434.4万5.5万股$242.7万3.6万股+2.0万股+55.21%加仓
谷歌AGOOGL
1.11%1.22%$354.8万9,928股$295.8万1.0万股-360股-3.50%减仓
苹果AAPL
1.1%1.32%$349.0万1.2万股$318.3万1.3万股-482股-3.84%减仓
伯克希尔哈撒韦BRK.B
0.84%1%$268.6万5,367股$242.9万5,068股+299股+5.90%加仓
V先锋领航·FTSEVEA
0.74%0.88%$236.4万3.3万股$212.6万3.3万股00.00%持仓不变
优步UBER
0.59%0.78%$187.1万2.6万股$188.0万2.6万股-212股-0.81%减仓
OOPORTUN FINL CORP COMOPRT
0.53%0.76%$167.5万29.3万股$182.9万39.7万股-10.4万股-26.09%减仓
AAlphabet Inc Class CGOOG
0.52%0.57%$166.3万4,706股$139.1万4,849股-143股-2.95%减仓
沃尔玛WMT
0.52%0.75%$164.6万1.5万股$181.6万1.5万股-76股-0.52%减仓
台积电TSM
0.51%0.5%$162.4万3,400股$121.7万3,600股-200股-5.56%减仓
I景顺QQQ信托VOO
0.45%0.43%$143.1万1,943股$103.7万1,796股+147股+8.18%加仓
VALERO ENERGY COMVLO
0.44%0.55%$140.6万5,400股$133.4万5,400股00.00%持仓不变
SSPDR黄金信托GLD
0.44%0.67%$139.5万3,788股$163.0万3,788股00.00%持仓不变
V先锋领航指数基金VB
0.44%0.5%$138.7万4,577股$119.9万4,577股00.00%持仓不变
IiShares安硕·7-10YRIEF
0.41%0.55%$130.8万1.4万股$132.0万1.4万股00.00%持仓不变
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.4%0.48%$129.0万1.6万股$115.5万1.4万股+1,729股+12.36%加仓
PPIMCO太平洋投资管理ETFMINT
0.39%0.35%$125.5万1.2万股$84.5万8,400股+4,050股+48.21%加仓
摩根大通JPM
0.37%0.46%$117.8万3,600股$111.8万3,800股-200股-5.26%减仓
IiShares安硕信托EMB
0.37%0.47%$117.4万1.2万股$114.4万1.2万股00.00%持仓不变
IISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSLQD
0.28%0.31%$90.7万1.8万股$74.7万1.5万股+3,200股+21.62%加仓
埃克森美孚XOM
0.28%0.46%$90.2万6,600股$112.0万6,600股00.00%持仓不变
IiShares安硕信托AGG
0.27%0.29%$84.6万8,550股$70.0万7,050股+1,500股+21.28%加仓
IiShares安硕信托IDV
0.26%0.16%$83.0万2.0万股$37.5万8,811股+1.1万股+127.24%加仓
博通AVGO
0.24%0.32%$75.6万2,000股$76.6万2,474股-474股-19.16%减仓
V先锋领航斯科茨代尔基金BSV
0.24%0.31%$75.1万9,500股$75.3万9,500股00.00%持仓不变
强生JNJ
0.23%0.31%$73.9万2,910股$73.8万3,020股-110股-3.64%减仓
IiShares安硕信托IEI
0.23%0.41%$72.5万6,170股$98.3万8,285股-2,115股-25.53%减仓
IiShares安硕信托TIP
0.22%0.29%$70.4万6,430股$71.0万6,430股00.00%持仓不变
默沙东MRK
0.22%0.27%$68.9万5,360股$64.5万5,360股00.00%持仓不变
VVANGUARD EMERGINGVWOB
0.21%0.27%$67.2万1.0万股$65.7万1.0万股00.00%持仓不变
IiShares安硕·TR MSCI AC ASIA ETFAAXJ
0.21%0.22%$65.6万5,500股$53.0万5,500股00.00%持仓不变
SSPDR道富系列信托BIL
0.2%0.27%$65.1万7,100股$65.0万7,095股+5股+0.07%加仓
REALTY INCOME COMO
0.2%0.27%$65.1万1.1万股$64.2万1.1万股00.00%持仓不变
V先锋领航白厅基金VYM
0.2%0.24%$63.2万4,000股$59.2万4,000股00.00%持仓不变
T赛默飞世尔TMO
0.2%0.2%$62.8万1,253股$49.2万1,000股+253股+25.30%加仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.2%0.16%$62.4万1,585股$39.0万1,243股+342股+27.51%加仓
艾伯维ABBV
0.19%0.22%$60.4万2,400股$52.2万2,400股00.00%持仓不变
Meta平台META
0.19%0.23%$59.6万1,058股$55.6万972股+86股+8.85%加仓

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