Summit Asset Management, LLC
MEMPHIS TN · SEC CIK 0001509974
$7.80亿2026Q2 申报市值
183持仓数
51.9%前十大占比 · 第一大 8.4%
15 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCIT 加仓+$196.82万
AGG 加仓+$129.32万
HONA 新建仓+$108.06万
VTEB 新建仓+$91.08万
FDXF 新建仓+$59.61万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$104.96万
QQQ 减仓-$53.25万
SCHG 减仓-$41.57万
TOTL 减仓-$37.73万
SCHM 减仓-$35.90万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -25,000 | -100.0% | -$27.50万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,196 | -100.0% | -$25.33万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -855 | -100.0% | -$25.25万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,613 | -100.0% | -$24.62万 | 清仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $0 | 0.00% | 0 | -5,510 | -100.0% | -$20.63万 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $2.79万 | 0.00% | 14,695 | 14,695 | — | $2.79万 | 新建仓 |
| — | STEREOTAXIS INC | $3.87万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| WEST | WESTROCK COFFEE CO | $8.72万 | 0.01% | 10,750 | -2,521 | -19.0% | -$2.04万 | 减仓 |
| ETN | EATON CORP PLC | $20.11万 | 0.03% | 472 | 472 | — | $20.11万 | 新建仓 |
| IJJ | ISHARES TR | $20.27万 | 0.03% | 1,372 | 1,372 | — | $20.27万 | 新建仓 |
| TMUS | T-MOBILE US INC | $20.46万 | 0.03% | 1,220 | 56 | 4.8% | $9,393 | 加仓 |
| IVW | ISHARES TR | $20.59万 | 0.03% | 1,497 | -1,055 | -41.3% | -$14.51万 | 重新持有 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $20.85万 | 0.03% | 12,300 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $21.52万 | 0.03% | 843 | 843 | — | $21.52万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.62万 | 0.03% | 299 | 299 | — | $21.62万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.75万 | 0.03% | 1,142 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $21.78万 | 0.03% | 3,189 | 3,189 | — | $21.78万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $22.27万 | 0.03% | 2,268 | 2,268 | — | $22.27万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $22.45万 | 0.03% | 1,475 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.89万 | 0.03% | 2,202 | 17 | 0.8% | $1,767 | 加仓 |
| COWZ | PACER FDS TR | $23.01万 | 0.03% | 3,700 | -4,235 | -53.4% | -$26.34万 | 减仓 |
| IWM | ISHARES TR | $23.02万 | 0.03% | 766 | 766 | — | $23.02万 | 新建仓 |
| DVY | ISHARES TR | $23.45万 | 0.03% | 1,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.42万 | 0.03% | 499 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.46万 | 0.03% | 1,137 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $25.57万 | 0.03% | 1,148 | 1,148 | — | $25.57万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $25.64万 | 0.03% | 815 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.46万 | 0.03% | 1,200 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $27.10万 | 0.03% | 4,686 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $27.18万 | 0.03% | 1,525 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $28.56万 | 0.04% | 756 | 91 | 13.7% | $3.44万 | 加仓 |
| MGC | VANGUARD WORLD FD | $28.73万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $29.28万 | 0.04% | 1,757 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $29.93万 | 0.04% | 9,624 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $30.05万 | 0.04% | 5,544 | 49 | 0.9% | $2,656 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.16万 | 0.04% | 3,867 | 19 | 0.5% | $1,531 | 加仓 |
| WM | WASTE MGMT INC DEL | $31.34万 | 0.04% | 1,406 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $31.74万 | 0.04% | 1,878 | 1 | 0.1% | $169 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $32.62万 | 0.04% | 3,962 | -208 | -5.0% | -$1.71万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $33.10万 | 0.04% | 2,835 | 0 | 0.0% | — | 不变 |
| FINS | ANGEL OAK FINL STRATEGIES IN | $33.28万 | 0.04% | 26,000 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $33.31万 | 0.04% | 7,008 | 10 | 0.1% | $475 | 加仓 |
| IBHF | ISHARES TR | $33.84万 | 0.04% | 14,941 | -955 | -6.0% | -$2.16万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $34.08万 | 0.04% | 295 | 295 | — | $34.08万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.91万 | 0.04% | 6,059 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $36.06万 | 0.05% | 965 | -15 | -1.5% | -$5,606 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $36.40万 | 0.05% | 6,551 | 6,551 | — | $36.40万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $36.70万 | 0.05% | 1,227 | 2 | 0.2% | $598 | 加仓 |
| IJH | ISHARES TR | $37.30万 | 0.05% | 4,837 | -431 | -8.2% | -$3.32万 | 减仓 |
| IMCV | ISHARES TR | $38.52万 | 0.05% | 4,216 | 0 | 0.0% | — | 不变 |
| MGMT | UNIFIED SER TR | $38.98万 | 0.05% | 7,650 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $39.81万 | 0.05% | 15,528 | -2,495 | -13.8% | -$6.40万 | 减仓 |
| TFC | TRUIST FINL CORP | $39.88万 | 0.05% | 8,004 | 15 | 0.2% | $747 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $39.89万 | 0.05% | 9,570 | -1,055 | -9.9% | -$4.40万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $40.24万 | 0.05% | 3,744 | 1 | 0.0% | $107 | 加仓 |
| ABT | ABBOTT LABORATORIES | $40.25万 | 0.05% | 4,435 | 130 | 3.0% | $1.18万 | 加仓 |
| ETR | ENTERGY CORP NEW | $40.32万 | 0.05% | 3,510 | 10 | 0.3% | $1,149 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.66万 | 0.05% | 1,718 | 0 | 0.0% | — | 不变 |
| ACLC | AMERICAN CENTY ETF TR | $40.88万 | 0.05% | 4,860 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $41.98万 | 0.05% | 357 | -5 | -1.4% | -$5,880 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $42.01万 | 0.05% | 2,174 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $42.47万 | 0.05% | 980 | -179 | -15.4% | -$7.76万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $42.79万 | 0.05% | 1,265 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.01万 | 0.06% | 1,591 | -143 | -8.2% | -$3.87万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $43.67万 | 0.06% | 5,949 | 1,660 | 38.7% | $12.19万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $44.01万 | 0.06% | 3,477 | 148 | 4.4% | $1.87万 | 加仓 |
| MMM | 3M CO | $44.10万 | 0.06% | 2,724 | -12 | -0.4% | -$1,943 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.81万 | 0.06% | 2,477 | 81 | 3.4% | $1.47万 | 加仓 |
| META | META PLATFORMS INC | $44.89万 | 0.06% | 797 | -43 | -5.1% | -$2.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $45.41万 | 0.06% | 10,726 | -307 | -2.8% | -$1.30万 | 减仓 |
| PFE | PFIZER INC | $45.55万 | 0.06% | 18,916 | -153 | -0.8% | -$3,684 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $46.34万 | 0.06% | 8,713 | 459 | 5.6% | $2.44万 | 加仓 |
| IBDR | ISHARES TR | $46.93万 | 0.06% | 19,367 | -1,254 | -6.1% | -$3.04万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $47.99万 | 0.06% | 13,054 | -1,387 | -9.6% | -$5.10万 | 减仓 |
| INTC | INTEL CORP | $48.19万 | 0.06% | 3,451 | 3,451 | — | $48.19万 | 新建仓 |
| ORCL | ORACLE CORP | $48.79万 | 0.06% | 3,329 | 51 | 1.6% | $7,474 | 加仓 |
| ILCV | ISHARES TR | $49.51万 | 0.06% | 4,890 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $50.25万 | 0.06% | 4,494 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $50.26万 | 0.06% | 9,136 | 31 | 0.3% | $1,705 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $52.04万 | 0.07% | 6,006 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $54.04万 | 0.07% | 1,813 | 62 | 3.5% | $1.85万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $54.61万 | 0.07% | 6,375 | -89 | -1.4% | -$7,624 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $55.10万 | 0.07% | 11,238 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $56.89万 | 0.07% | 1,606 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $58.31万 | 0.07% | 1,424 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $59.61万 | 0.08% | 3,948 | 3,948 | — | $59.61万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $61.15万 | 0.08% | 4,401 | 5 | 0.1% | $695 | 加仓 |
| VTV | VANGUARD INDEX FDS | $61.68万 | 0.08% | 2,830 | -192 | -6.4% | -$4.18万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $63.13万 | 0.08% | 7,385 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $64.45万 | 0.08% | 7,799 | 104 | 1.4% | $8,595 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.52万 | 0.08% | 7,006 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $64.80万 | 0.08% | 20,500 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $65.54万 | 0.08% | 1,276 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $66.53万 | 0.09% | 22,974 | -990 | -4.1% | -$2.87万 | 减仓 |
| SO | SOUTHERN CO | $67.95万 | 0.09% | 7,100 | -140 | -1.9% | -$1.34万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $69.62万 | 0.09% | 6,902 | 1 | 0.0% | $101 | 加仓 |
| CSCO | CISCO SYS INC | $70.32万 | 0.09% | 5,987 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $73.96万 | 0.09% | 15,399 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $77.93万 | 0.10% | 1,108 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $80.14万 | 0.10% | 3,872 | 0 | 0.0% | — | 不变 |