本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
SUMMIT SECURITIES GROUP LLC (CIK 1531593) reported $1.05B across 910 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($77.4M, 7.41%), QQQ ($64.1M, 6.14%), MSFT ($48.4M, 4.63%), AMZN ($47.7M, 4.56%), AMZN ($47.7M, 4.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $77.4M | 7.41% | 103,700 | Added |
| 2 | QQQ | INVESCO QQQ TR | $64.1M | 6.14% | 87,110 | Added |
| 3 | MSFT | MICROSOFT CORP | $48.4M | 4.63% | 129,700 | Added |
| 4 | AMZN | AMAZON COM INC | $47.7M | 4.56% | 200,000 | Added |
| 5 | AMZN | AMAZON COM INC | $47.7M | 4.56% | 200,000 | Added |
| 6 | MSFT | MICROSOFT CORP | $46.6M | 4.46% | 125,000 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $46.5M | 4.45% | 62,300 | Added |
| 8 | NEE | NEXTERA ENERGY INC | $38.2M | 3.65% | 435,283 | Added |
| 9 | DIA | STATE STR SPDR DOW JONES IND | $29.7M | 2.84% | 56,879 | New |
| 10 | EA | ELECTRONIC ARTS INC | $26.1M | 2.49% | 127,100 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $20.7M | 1.98% | 103,500 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $20.2M | 1.93% | 100,925 | Trimmed |
| 13 | QQQ | INVESCO QQQ TR | $18.8M | 1.80% | 25,500 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $18.5M | 1.77% | 51,800 | Added |
| 15 | GOOG | ALPHABET INC | $17.7M | 1.69% | 50,000 | Added |
| 16 | TECH | BIO-TECHNE CORP | $17.7M | 1.69% | 250,000 | New |
| 17 | AAPL | APPLE INC | $16.3M | 1.56% | 56,300 | Added |
| 18 | BE | BLOOM ENERGY CORP | $15.6M | 1.50% | 51,698 | Added |
| 19 | AAPL | APPLE INC | $14.8M | 1.41% | 51,077 | Added |
| 20 | QQQ | INVESCO QQQ TR | $14.6M | 1.39% | 19,800 | Trimmed |
| 21 | WBD | WARNER BROS DISCOVERY INC | $13.6M | 1.30% | 510,100 | Trimmed |
| 22 | PB | PROSPERITY BANCSHARES INC | $11.2M | 1.07% | 153,266 | New |
| 23 | ET | ENERGY TRANSFER L P | $10.3M | 0.99% | 539,600 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 0.96% | 13,400 | Trimmed |
| 25 | AVGO | BROADCOM INC | $9.5M | 0.91% | 25,237 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30