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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $6,557.82万 | 8.40% | 2,068,062 | 7,658 | 0.4% | $24.28万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,844.84万 | 6.21% | 1,431,690 | -12,284 | -0.9% | -$41.57万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,642.20万 | 5.95% | 1,259,073 | -9,738 | -0.8% | -$35.90万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $4,451.46万 | 5.70% | 1,607,026 | -11,870 | -0.7% | -$32.88万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $4,263.69万 | 5.46% | 1,224,848 | -7,609 | -0.6% | -$26.49万 | 减仓 |
| MOAT | VANECK ETF TRUST | $4,067.27万 | 5.21% | 391,235 | 4,247 | 1.1% | $44.15万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,445.69万 | 4.42% | 416,901 | 23,814 | 6.1% | $196.82万 | 加仓 |
| AGG | ISHARES TR | $3,215.09万 | 4.12% | 324,822 | 13,065 | 4.2% | $129.32万 | 加仓 |
| IJR | ISHARES TR | $2,608.66万 | 3.34% | 175,893 | -771 | -0.4% | -$11.43万 | 减仓 |
| IVV | ISHARES TR | $2,388.43万 | 3.06% | 31,893 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $2,012.10万 | 2.58% | 384,135 | -814 | -0.2% | -$4.26万 | 减仓 |
| IBDS | ISHARES TR | $1,907.94万 | 2.44% | 787,752 | 15,597 | 2.0% | $37.78万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $1,904.06万 | 2.44% | 600,081 | -7,953 | -1.3% | -$25.23万 | 减仓 |
| IBDT | ISHARES TR | $1,902.71万 | 2.44% | 753,549 | 13,887 | 1.9% | $35.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,894.68万 | 2.43% | 37,864 | 281 | 0.7% | $14.06万 | 加仓 |
| IBDU | ISHARES TR | $1,838.89万 | 2.36% | 793,992 | 15,762 | 2.0% | $36.50万 | 加仓 |
| TLH | ISHARES TR | $1,780.50万 | 2.28% | 177,429 | 3,716 | 2.1% | $37.29万 | 加仓 |
| AAPL | APPLE INC | $1,274.04万 | 1.63% | 44,030 | 235 | 0.5% | $6.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,189.07万 | 1.52% | 59,427 | -629 | -1.0% | -$12.59万 | 减仓 |
| AMZN | AMAZON COM INC | $1,006.34万 | 1.29% | 42,223 | 483 | 1.2% | $11.51万 | 加仓 |
| EFA | ISHARES TR | $898.72万 | 1.15% | 86,515 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $877.99万 | 1.13% | 92,840 | -1,847 | -2.0% | -$17.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $753.74万 | 0.97% | 20,206 | -62 | -0.3% | -$2.31万 | 减仓 |
| AZO | AUTOZONE INC | $653.89万 | 0.84% | 2,046 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $637.57万 | 0.82% | 135,870 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $634.08万 | 0.81% | 12,138 | -132 | -1.1% | -$6.90万 | 减仓 |
| IMCG | ISHARES TR | $553.00万 | 0.71% | 56,256 | -1,121 | -2.0% | -$11.02万 | 减仓 |
| WMT | WALMART INC | $546.07万 | 0.70% | 48,213 | -371 | -0.8% | -$4.20万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $425.44万 | 0.55% | 92,993 | 12,142 | 15.0% | $55.55万 | 加仓 |
| IDXX | IDEXX LABS INC | $405.67万 | 0.52% | 7,706 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $381.52万 | 0.49% | 11,656 | 68 | 0.6% | $2.23万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $374.43万 | 0.48% | 5 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $357.15万 | 0.46% | 18,824 | -252 | -1.3% | -$4.78万 | 减仓 |
| GOOG | ALPHABET INC | $349.11万 | 0.45% | 9,881 | 22 | 0.2% | $7,773 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $334.88万 | 0.43% | 13,186 | 65 | 0.5% | $1.65万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $332.41万 | 0.43% | 46,654 | 283 | 0.6% | $2.02万 | 加仓 |
| — | EXXON MOBIL CORP | $331.28万 | 0.42% | 24,231 | 153 | 0.6% | $2.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $316.83万 | 0.41% | 4,302 | -723 | -14.4% | -$53.25万 | 减仓 |
| HD | HOME DEPOT INC | $309.09万 | 0.40% | 8,764 | 739 | 9.2% | $26.06万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $299.82万 | 0.38% | 20,520 | 20 | 0.1% | $2,922 | 加仓 |
| PG | PROCTER & GAMBLE CO | $291.68万 | 0.37% | 19,891 | 130 | 0.7% | $1.91万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $285.51万 | 0.37% | 5,767 | 23 | 0.4% | $1.14万 | 加仓 |
| BAC | BANK OF AMER CORP | $277.34万 | 0.36% | 48,674 | 1 | 0.0% | $57 | 加仓 |
| USIG | ISHARES TR | $273.28万 | 0.35% | 53,281 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $271.40万 | 0.35% | 54,182 | -317 | -0.6% | -$1.59万 | 减仓 |
| DE | DEERE & CO | $261.66万 | 0.34% | 4,125 | 22 | 0.5% | $1.40万 | 加仓 |
| EMR | EMERSON ELEC CO | $255.77万 | 0.33% | 17,867 | -73 | -0.4% | -$1.05万 | 减仓 |
| FDX | FEDEX CORP | $247.84万 | 0.32% | 7,915 | 1 | 0.0% | $313 | 加仓 |
| VTI | VANGUARD INDEX FDS | $230.46万 | 0.30% | 6,228 | 706 | 12.8% | $26.12万 | 加仓 |
| TJX | TJX COS INC NEW | $215.57万 | 0.28% | 14,229 | 103 | 0.7% | $1.56万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $204.58万 | 0.26% | 23,106 | -942 | -3.9% | -$8.34万 | 减仓 |
| V | VISA INC | $184.56万 | 0.24% | 5,379 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $175.48万 | 0.22% | 6,452 | 46 | 0.7% | $1.25万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $174.79万 | 0.22% | 21,156 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $173.86万 | 0.22% | 56,929 | -198 | -0.3% | -$6,047 | 减仓 |
| KO | COCA COLA CO | $172.93万 | 0.22% | 21,279 | 294 | 1.4% | $2.39万 | 加仓 |
| LLY | ELI LILLY & CO | $166.00万 | 0.21% | 1,384 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $158.35万 | 0.20% | 4,431 | 1 | 0.0% | $357 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $151.09万 | 0.19% | 5,373 | 26 | 0.5% | $7,311 | 加仓 |
| DBEU | DBX ETF TR | $141.30万 | 0.18% | 26,188 | -919 | -3.4% | -$4.96万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $131.45万 | 0.17% | 36,382 | -759 | -2.0% | -$2.74万 | 减仓 |
| PGR | PROGRESSIVE CORP | $129.91万 | 0.17% | 5,947 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $126.88万 | 0.16% | 1,699 | -478 | -22.0% | -$35.70万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $126.27万 | 0.16% | 31,992 | -9,559 | -23.0% | -$37.73万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $125.92万 | 0.16% | 7,726 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $125.39万 | 0.16% | 4,983 | 73 | 1.5% | $1.84万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $121.75万 | 0.16% | 7,936 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $121.67万 | 0.16% | 1,772 | 50 | 2.9% | $3.43万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $121.55万 | 0.16% | 13,848 | 146 | 1.1% | $1.28万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $115.35万 | 0.15% | 14,077 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $111.32万 | 0.14% | 1,190 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $109.76万 | 0.14% | 11,895 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $109.44万 | 0.14% | 4,888 | -4,688 | -49.0% | -$104.96万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $108.06万 | 0.14% | 4,888 | 4,888 | — | $108.06万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $104.40万 | 0.13% | 35,475 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $101.11万 | 0.13% | 5,659 | -12 | -0.2% | -$2,144 | 减仓 |
| PEP | PEPSICO INC | $95.58万 | 0.12% | 7,059 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $95.30万 | 0.12% | 4,197 | -71 | -1.7% | -$1.61万 | 减仓 |
| MRK | MERCK & CO INC | $93.87万 | 0.12% | 7,305 | 864 | 13.4% | $11.10万 | 加仓 |
| IMCB | ISHARES TR | $92.25万 | 0.12% | 9,554 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $91.80万 | 0.12% | 7,845 | -440 | -5.3% | -$5.15万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $91.08万 | 0.12% | 18,008 | 18,008 | — | $91.08万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $89.92万 | 0.12% | 5,425 | 107 | 2.0% | $1.77万 | 加仓 |
| T | AT&T INC | $89.79万 | 0.12% | 43,377 | 596 | 1.4% | $1.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $85.40万 | 0.11% | 4,482 | -218 | -4.6% | -$4.15万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $81.67万 | 0.10% | 19,872 | 624 | 3.2% | $2.56万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $80.15万 | 0.10% | 13,090 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $80.14万 | 0.10% | 34,649 | -5,180 | -13.0% | -$11.98万 | 减仓 |
| RY | ROYAL BK CDA | $80.14万 | 0.10% | 3,872 | 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 |
| FAST | FASTENAL CO | $73.96万 | 0.09% | 15,399 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $70.32万 | 0.09% | 5,987 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $69.62万 | 0.09% | 6,902 | 1 | 0.0% | $101 | 加仓 |
| SO | SOUTHERN CO | $67.95万 | 0.09% | 7,100 | -140 | -1.9% | -$1.34万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $66.53万 | 0.09% | 22,974 | -990 | -4.1% | -$2.87万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $65.54万 | 0.08% | 1,276 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $64.80万 | 0.08% | 20,500 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $64.52万 | 0.08% | 7,006 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $64.45万 | 0.08% | 7,799 | 104 | 1.4% | $8,595 | 加仓 |
| VXUS | VANGUARD STAR FDS | $63.13万 | 0.08% | 7,385 | 0 | 0.0% | — | 不变 |