Creative Planning的 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG 持股歷史
買進
維持不變
已賣出
| 季度 | 部位價值 | 狀態 | 股數 |
持股 變動 | 交易金額 | 投資組合權重 | 投資組合部位 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | US$2084萬 | 買進 |
883,657
+119,073
| +16% | +US$264萬 | 0.01% | 496 |
|
|
2026
Q1 | US$1510萬 | 買進 |
764,584
+101,762
| +15% | +US$214萬 | 0.01% | 532 |
|
|
2025
Q4 | US$1281萬 | 買進 |
662,822
+101,604
| +18% | +US$176萬 | 0.01% | 526 |
|
|
2025
Q3 | US$939萬 | 買進 |
561,218
+65,453
| +13% | +US$105萬 | 0.01% | 593 |
|
|
2025
Q2 | US$749萬 | 賣出 |
495,765
-75,782
| -13% | -US$109萬 | 0.01% | 612 |
|
|
2025
Q1 | US$884萬 | 買進 |
571,547
+94,319
| +20% | +US$143萬 | 0.01% | 527 |
|
|
2024
Q4 | US$692萬 | 買進 |
477,228
+100,738
| +27% | +US$138萬 | 0.01% | 561 |
|
|
2024
Q3 | US$476萬 | 買進 |
376,490
+18,575
| +5% | +US$24.5萬 | ﹤0.01% | 655 |
|
|
2024
Q2 | US$480萬 | 買進 |
357,915
+49,563
| +16% | +US$60萬 | 0.01% | 627 |
|
|
2024
Q1 | US$363萬 | 買進 |
308,352
+63,361
| +26% | +US$68萬 | ﹤0.01% | 720 |
|
|
2023
Q4 | US$237萬 | 買進 |
244,991
+18,171
| +8% | +US$17.6萬 | ﹤0.01% | 851 |
|
|
2023
Q3 | US$223萬 | 買進 |
226,820
+30,733
| +16% | +US$28.4萬 | ﹤0.01% | 812 |
|
|
2023
Q2 | US$169萬 | 買進 |
196,087
+37,916
| +24% | +US$31.3萬 | ﹤0.01% | 896 |
|
|
2023
Q1 | US$127萬 | 買進 |
158,171
+31,136
| +25% | +US$26.4萬 | ﹤0.01% | 961 |
|
|
2022
Q4 | US$102萬 | 買進 |
127,035
+2,591
| +2% | +US$1.65萬 | ﹤0.01% | 1024 |
|
|
2022
Q3 | US$68.4萬 | 買進 |
124,444
+42,815
| +52% | +US$25.8萬 | ﹤0.01% | 1148 |
|
|
2022
Q2 | US$48.2萬 | 買進 |
81,629
+30,860
| +61% | +US$18.6萬 | ﹤0.01% | 1340 |
|
|
2022
Q1 | US$31.8萬 | 買進 |
50,769
+2,942
| +6% | +US$2.1萬 | ﹤0.01% | 1600 |
|
|
2021
Q4 | US$32.5萬 | 買進 |
47,827
+993
| +2% | +US$6,726 | ﹤0.01% | 1566 |
|
|
2021
Q3 | US$32.8萬 | 買進 |
46,834
+21,187
| +83% | +US$14.7萬 | ﹤0.01% | 1539 |
|
|
2021
Q2 | US$17.7萬 | 賣出 |
25,647
-18,056
| -41% | -US$12.9萬 | ﹤0.01% | 1813 |
|
|
2021
Q1 | US$31.7萬 | 買進 |
43,703
+3,540
| +9% | +US$2.47萬 | ﹤0.01% | 1769 |
|
|
2020
Q4 | US$24.8萬 | 賣出 |
40,163
-3,286
| -8% | -US$1.93萬 | ﹤0.01% | 1746 |
|
|
2020
Q3 | US$24.3萬 | 買進 |
43,449
+25,033
| +136% | +US$14.3萬 | ﹤0.01% | 1567 |
|
|
2020
Q2 | US$10.3萬 | 買進 |
+18,416
| 新 | +US$9.9萬 | ﹤0.01% | 1658 |
|
|
2019
Q2 | – | 賣出 |
-16,021
| 已平倉 | -US$11.3萬 | – | 2114 |
|
|
2019
Q1 | US$11.3萬 | 賣出 |
16,021
-599
| -4% | -US$4,283 | ﹤0.01% | 1686 |
|
|
2018
Q4 | US$10.8萬 | 買進 |
16,620
+6,288
| +61% | +US$4.69萬 | ﹤0.01% | 1620 |
|
|
2018
Q3 | US$8.3萬 | 買進 |
+10,332
| 新 | +US$8.17萬 | ﹤0.01% | 1819 |
|
|
2017
Q4 | – | 賣出 |
-89,856
| 已平倉 | -US$69.3萬 | – | 1998 |
|
|
2017
Q3 | US$69.3萬 | 買進 |
89,856
+78,962
| +725% | +US$60.2萬 | ﹤0.01% | 886 |
|
|
2017
Q2 | US$8.6萬 | 買進 |
10,894
+2,249
| +26% | +US$1.67萬 | ﹤0.01% | 2096 |
|
|
2017
Q1 | US$6.3萬 | 賣出 |
8,645
-554
| -6% | -US$4,303 | ﹤0.01% | 2304 |
|
|
2016
Q4 | US$7萬 | 買進 |
9,199
+7,126
| +344% | +US$5.18萬 | ﹤0.01% | 2120 |
|
|
2016
Q3 | US$1.4萬 | 買進 |
+2,073
| 新 | +US$1.34萬 | ﹤0.01% | 3282 |
|
|
2015
Q4 | – | 賣出 |
-341
| 已平倉 | -US$3,000 | – | 4560 |
|
|
2015
Q3 | US$3,000 | 賣出 |
341
-234,208
| -100% | -US$197萬 | ﹤0.01% | 3846 |
|
|
2015
Q2 | US$208萬 | 買進 |
234,549
+159,778
| +214% | +US$139萬 | 0.02% | 288 |
|
|
2015
Q1 | US$57.9萬 | 買進 |
74,771
+72,169
| +2,774% | +US$54萬 | 0.01% | 678 |
|
|
2014
Q4 | US$1.9萬 | 賣出 |
2,602
-28,266
| -92% | -US$21.4萬 | ﹤0.01% | 2702 |
|
|
2014
Q3 | US$25.3萬 | 賣出 |
30,868
-56,449
| -65% | -US$46.3萬 | ﹤0.01% | 950 |
|
|
2014
Q2 | US$74萬 | 買進 |
87,317
+47,317
| +118% | +US$39萬 | 0.01% | 494 |
|
|
2014
Q1 | US$34.6萬 | 買進 |
+40,000
| 新 | +US$37.4萬 | 0.01% | 767 |
|
持有SMFG的其他基金
Creative Planning的SMFG持股：2026年第2季回顧
Creative Planning在2026年第2季將Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG)持股增加16%，估計買進US$264萬，使持股增至883,657股，價值US$2084萬。 此持倉占投資組合的0.01%，排名第496名。
Creative Planning於2014年第1季首次申報持有SMFG，此後已有40個季度申報持有該股。 截至2026年第2季，Wall St. Rank 追蹤的463檔基金持有SMFG。
- 截至2026年第2季，Creative Planning持有Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 883,657股，價值US$2084萬。
- Creative Planning在2026年第2季買進Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 119,073股，估計金額為US$264萬。
- 在2026年第2季，Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)佔Creative Planning投資組合的0.01%，是其第 #496大持倉。
- Creative Planning於2014年第1季首次申報持有Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)，此後已有40個季度申報持有該股。
- 截至2026年第2季，Wall St. Rank 追蹤的463檔基金持有Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock)。
根據Creative Planning的2026年第2季 13F申報資料 ，於2026年8月13日提交。