Summit X, LLC
- SEC CIK
- 0001697729
- 最新申報
- 2025/11/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 243
- 較 2022 年第 1 季 −10
- 總值
- $3.46 億
- 較 2022 年第 1 季 −$6,173 萬 (−15.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IBMInternational Business Machines Corp | Stock | 5,150 | $72.3 萬 | 0.2% | +2,877+126.6% | 加碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,815 | $72.3 萬 | 0.2% | +45+2.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,560 | $72.1 萬 | 0.2% | −150−1.9% | 減碼 | 歷史 |
| LAZRQLuminar Technologies, Inc. | COM CL A | 121,035 | $72.0 萬 | 0.2% | +2,077+1.7% | 加碼 | 歷史 |
| PFOFlaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | COM | 73,377 | $70.0 萬 | 0.2% | −1,184−1.6% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 1,045 | $68.5 萬 | 0.2% | −5−0.5% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 8,295 | $68.3 萬 | 0.2% | −390−4.5% | 減碼 | 歷史 |
| TRUTransUnion | COM | 8,490 | $68.1 萬 | 0.2% | −225−2.6% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 7,472 | $67.4 萬 | 0.2% | +1,160+18.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,321 | $66.8 萬 | 0.2% | +219+3.1% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 20,207 | $66.6 萬 | 0.2% | +111+0.6% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 391 | $66.3 萬 | 0.2% | +23+6.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,359 | $65.5 萬 | 0.2% | −105−7.2% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 2,918 | $65.3 萬 | 0.2% | −6−0.2% | 減碼 | 歷史 |
| ACHAccendra Health Inc | Stock | 20,731 | $65.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 4,465 | $64.6 萬 | 0.2% | +81+1.8% | 加碼 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 16,594 | $64.1 萬 | 0.2% | −18,918−53.3% | 減碼 | – |
| AEPAmerican Electric Power Co Inc | Stock | 6,616 | $63.5 萬 | 0.2% | −80−1.2% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,110 | $63.1 萬 | 0.2% | −40−1.3% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,395 | $62.3 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 13,378 | $61.9 萬 | 0.2% | +2,863+27.2% | 加碼 | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 9,465 | $61.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 8,949 | $61.0 萬 | 0.2% | +8,949 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,288 | $61.0 萬 | 0.2% | −136−1.8% | 減碼 | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 11,234 | $60.6 萬 | 0.2% | +11,234 | 新進 | 歷史 |
| GLWCorning Inc | COM | 18,856 | $59.7 萬 | 0.2% | +10,160+116.8% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 5,405 | $59.6 萬 | 0.2% | +5,405 | 新進 | 歷史 |
| FHNFirst Horizon Corp | COM | 26,785 | $58.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 7,334 | $58.4 萬 | 0.2% | +501+7.3% | 加碼 | 歷史 |
| CICigna Group | Stock | 2,207 | $58.0 萬 | 0.2% | +70+3.3% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 13,765 | $58.0 萬 | 0.2% | −1,600−10.4% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 10,130 | $57.9 萬 | 0.2% | +6,212+158.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,234 | $57.6 萬 | 0.2% | −23−0.7% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,714 | $57.6 萬 | 0.2% | +104+6.5% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,179 | $56.9 萬 | 0.2% | +160+2.0% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 17,967 | $56.2 萬 | 0.2% | +763+4.4% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 3,272 | $56.1 萬 | 0.2% | +80+2.5% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,102 | $55.9 萬 | 0.2% | −91−1.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,020 | $55.9 萬 | 0.2% | −10−0.5% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 946 | $55.8 萬 | 0.2% | −91−8.8% | 減碼 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 46,843 | $54.6 萬 | 0.2% | +4,095+9.6% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 25,794 | $54.2 萬 | 0.2% | −2,875−10.0% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,771 | $52.9 萬 | 0.2% | −200−10.1% | 減碼 | 歷史 |
| NNNNNN REIT, Inc. | REIT | 12,230 | $52.7 萬 | 0.2% | +40+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 11,772 | $51.9 萬 | 0.2% | +3,028+34.6% | 加碼 | – |
| BABoeing Co | Stock | 3,797 | $51.6 萬 | 0.1% | −44−1.1% | 減碼 | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 2,010 | $51.5 萬 | 0.1% | −40−2.0% | 減碼 | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 8,363 | $50.5 萬 | 0.1% | +30.0% | 加碼 | – |
| METMetlife Inc | Stock | 7,916 | $49.6 萬 | 0.1% | +125+1.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,012 | $49.4 萬 | 0.1% | −287−4.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 3,550 | $49.2 萬 | 0.1% | +15+0.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,295 | $49.0 萬 | 0.1% | −22−1.7% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 10,707 | $48.9 萬 | 0.1% | −18,174−62.9% | 減碼 | – |
| CINFCincinnati Financial Corp | COM | 4,050 | $48.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 3,891 | $47.3 萬 | 0.1% | −11−0.3% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 6,276 | $47.1 萬 | 0.1% | −1,185−15.9% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 3,643 | $46.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 20,062 | $46.8 萬 | 0.1% | −121−0.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 4,991 | $46.1 萬 | 0.1% | −33−0.7% | 減碼 | 歷史 |
| iShares Tr464288448 | INTL SEL DIV ETF | 16,830 | $45.9 萬 | 0.1% | −509−2.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 10,656 | $45.6 萬 | 0.1% | +542+5.4% | 加碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 12,645 | $45.2 萬 | 0.1% | +2,270+21.9% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,487 | $45.0 萬 | 0.1% | −74−1.0% | 減碼 | – |
| RBLXRoblox Corp | Stock | 13,515 | $44.6 萬 | 0.1% | −877−6.1% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 18,222 | $44.6 萬 | 0.1% | −1,196−6.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 2,511 | $44.3 萬 | 0.1% | −116−4.4% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 17,844 | $43.5 萬 | 0.1% | +17,844 | 新進 | 歷史 |
| BIDUBaidu, Inc. | ADR | 2,904 | $42.9 萬 | 0.1% | −72−2.4% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 12,707 | $42.9 萬 | 0.1% | +175+1.4% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 4,060 | $42.8 萬 | 0.1% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 2,480 | $41.8 萬 | 0.1% | −55−2.2% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 3,695 | $41.8 萬 | 0.1% | +500+15.6% | 加碼 | 歷史 |
| GHYPGIM Global High Yield Fund, Inc. | COM | 35,296 | $41.0 萬 | 0.1% | +683+2.0% | 加碼 | 歷史 |
| CNICanadian National Railway Co | Stock | 3,652 | $40.9 萬 | 0.1% | +3,652 | 新進 | 歷史 |
| KEYKeycorp | COM | 23,528 | $40.5 萬 | 0.1% | +3,350+16.6% | 加碼 | 歷史 |
| ESEversource Energy | Stock | 4,813 | $40.2 萬 | 0.1% | −105−2.1% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 2,913 | $40.2 萬 | 0.1% | −12−0.4% | 減碼 | – |
| DXCDXC Technology Co | Stock | 13,220 | $40.1 萬 | 0.1% | −65−0.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,684 | $40.0 萬 | 0.1% | +1,684 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,351 | $39.9 萬 | 0.1% | +3,584+129.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,560 | $38.4 萬 | 0.1% | +325+26.3% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,226 | $38.3 萬 | 0.1% | −653−13.4% | 減碼 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 9,391 | $37.9 萬 | 0.1% | −153−1.6% | 減碼 | – |
| ARCCAres Capital Corp | CEF | 20,675 | $37.3 萬 | 0.1% | +2,580+14.3% | 加碼 | 歷史 |
| BCEBce Inc | COM NEW | 7,500 | $37.0 萬 | 0.1% | −120−1.6% | 減碼 | 歷史 |
| SONSonoco Products Co | COM | 6,465 | $36.9 萬 | 0.1% | −275−4.1% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,962 | $36.7 萬 | 0.1% | +767+18.3% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 3,791 | $36.6 萬 | 0.1% | +53+1.4% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 7,149 | $36.4 萬 | 0.1% | +54+0.8% | 加碼 | – |
| MAAMid America Apartment Communities Inc. | COM | 2,050 | $35.7 萬 | 0.1% | −745−26.7% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,517 | $35.4 萬 | 0.1% | +70+0.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 3,895 | $35.3 萬 | 0.1% | −700−15.2% | 減碼 | 歷史 |
| PSAPublic Storage | COM | 1,102 | $34.8 萬 | 0.1% | +19+1.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,930 | $34.7 萬 | 0.1% | −312−6.0% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,261 | $34.7 萬 | 0.1% | −3,823−34.5% | 減碼 | – |
| PFGPrincipal Financial Group Inc | COM | 5,190 | $34.4 萬 | 0.1% | +2,102+68.1% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,569 | $34.1 萬 | 0.1% | +78+3.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,596 | $34.0 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| AGRAvangrid, Inc. | COM | 7,385 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCRHQCR Holdings Inc | COM | 6,120 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（29 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 22,402 | $96.3 萬 | 0.2% | – |
| GMGeneral Motors Co | COM | 15,618 | $68.6 萬 | 0.2% | 歷史 |
| ALLYAlly Financial Inc. | Stock | 15,190 | $66.0 萬 | 0.2% | 歷史 |
| iShares Tr464288182 | MSCI AC ASIA ETF | 7,562 | $56.7 萬 | 0.1% | – |
| DASHDoorDash, Inc. | Stock | 4,575 | $53.7 萬 | 0.1% | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 12,534 | $52.9 萬 | 0.1% | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,418 | $50.5 萬 | 0.1% | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 12,911 | $47.7 萬 | 0.1% | – |
| COINCoinbase Global, Inc. | COM CL A | 2,020 | $38.0 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 5,053 | $33.1 萬 | 0.1% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 11,254 | $32.2 萬 | 0.1% | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 6,953 | $31.1 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 1,344 | $28.4 萬 | 0.1% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,345 | $27.5 萬 | 0.1% | – |
| UBERUber Technologies, Inc | Stock | 7,106 | $25.3 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,118 | $25.0 萬 | 0.1% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,102 | $23.6 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 1,540 | $23.4 萬 | 0.1% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 657 | $22.9 萬 | 0.1% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,980 | $22.3 萬 | 0.1% | – |
| LYFTLyft, Inc. | CL A COM | 5,761 | $22.2 萬 | 0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,080 | $22.0 萬 | 0.1% | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,288 | $21.9 萬 | 0.1% | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 3,302 | $21.5 萬 | 0.1% | – |
| GEGeneral Electric Co | Stock | 2,284 | $21.0 萬 | 0.1% | 歷史 |
| Paramount Global92556H206 | CL B | 5,475 | $20.8 萬 | 0.1% | – |
| EBAYeBay Inc | COM | 3,558 | $20.6 萬 | 0.1% | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 4,320 | $20.3 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 1,982 | $20.1 萬 | <0.1% | 歷史 |