13F 机构持仓

Summit Financial Strategies, Inc.

Columbus OH · SEC CIK 0001625246

2026Q22026Q1 更早 9 个季度 🔒
$12.69亿2026Q1 申报市值
170持仓数
67.2%前十大占比 · 第一大 10.9%
12 / 5新建仓 / 清仓
申报市值走势$14.25亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFIC 10.9%
JCPB 9.8%
IVV 8.6%
FBND 8.0%
DFLV 6.8%
SCHB 5.3%
AVEM 5.3%
IJH 5.2%
PKG 4.1%
VBK 3.3%

2026Q1 买入最多 按季末市值估算

VONG 加仓+$1,894.49万
IVV 加仓+$1,300.15万
JCPB 加仓+$889.36万
IJH 加仓+$864.65万
DFLV 加仓+$739.33万

2026Q1 卖出最多 按季末市值估算

SCHB 减仓-$1,282.41万
SCHM 减仓-$885.95万
SCHA 减仓-$500.35万
AVEM 减仓-$218.11万
SCHZ 减仓-$199.12万

2026Q1 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
AVGO BROADCOM INC $00.00%0 -737-100.0% -$25.51万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 —— — 申报中断
IUSG ISHARES TR $00.00%0 -1,320-100.0% -$22.17万 清仓
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断
XLV SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
— DIREXION SHS ETF TR $00.00%0 —— — 申报中断
XLK SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
USO UNITED STS OIL FD LP $00.00%0 -2,925-100.0% -$20.23万 清仓
NUVB NUVATION BIO INC $00.00%0 -12,000-100.0% -$10.75万 清仓
— MARINE PRODS CORP $00.00%0 -11,432-100.0% -$10.01万 清仓
GERN GERON CORP 看涨期权 $7,4500.00%5,000 5,000— $7,450 新建仓
— CARDLYTICS INC $1.47万0.00%14,000 00.0% — 不变
— FINGERMOTION INC $1.49万0.00%15,002 -200-1.3% -$199 减仓
— MYOMO INC $1.69万0.00%25,000 00.0% — 不变
— 5E ADVANCED MATERIALS INC $1.72万0.00%12,286 00.0% — 不变
GERN GERON CORP $4.02万0.00%27,000 00.0% — 不变
UA UNDER ARMOUR INC $5.79万0.00%10,000 -3,003-23.1% -$1.74万 重新持有
STLA STELLANTIS N.V $8.32万0.01%11,733 11,733— $8.32万 新建仓
XCHYX CALAMOS CONV & HIGH INCOME F $17.96万0.01%16,489 00.0% — 不变
STWD STARWOOD PPTY TR INC $18.46万0.01%10,718 00.0% — 不变
INTC INTEL CORP $20.06万0.02%4,545 4,545— $20.06万 新建仓
MA MASTERCARD INCORPORATED $20.21万0.02%405 225.7% $1.10万 加仓
IEFA ISHARES TR $20.24万0.02%2,236 -138-5.8% -$1.25万 减仓
VCSH VANGUARD SCOTTSDALE FDS $20.33万0.02%2,564 -717-21.9% -$5.68万 减仓
RWJ INVESCO EXCH TRADED FD TR II $20.36万0.02%4,033 4,033— $20.36万 新建仓
CSCO CISCO SYS INC $20.63万0.02%2,658 -858-24.4% -$6.66万 减仓
MDT MEDTRONIC PLC $21.04万0.02%2,428 -399-14.1% -$3.46万 减仓
SO SOUTHERN CO $21.23万0.02%2,200 00.0% — 重新持有
ANF ABERCROMBIE & FITCH CO $21.26万0.02%2,327 2,327— $21.26万 新建仓
BA BOEING CO $21.57万0.02%1,084 00.0% — 不变
MTSI MACOM TECH SOLUTIONS HLDGS I $21.65万0.02%975 975— $21.65万 新建仓
DFEM DIMENSIONAL ETF TRUST $22.18万0.02%6,419 -20-0.3% -$691 减仓
— HONEYWELL INTL INC $22.81万0.02%1,009 1,009— $22.81万 新建仓
SGOV ISHARES TR $22.86万0.02%2,271 -2,214-49.4% -$22.29万 减仓
MMM 3M CO $22.94万0.02%1,580 00.0% — 不变
VXUS VANGUARD STAR FDS $22.95万0.02%2,977 190.6% $1,465 加仓
PHYS SPROTT ASSET MANAGEMENT LP $23.40万0.02%6,602 3305.3% $1.17万 加仓
DIS DISNEY WALT CO $23.58万0.02%2,447 -29-1.2% -$2,795 减仓
GE GE AEROSPACE $23.76万0.02%837 00.0% — 不变
T AT&T INC $23.91万0.02%8,247 -310-3.6% -$8,987 减仓
NKE NIKE INC $24.29万0.02%4,599 -26-0.6% -$1,373 减仓
VHT VANGUARD WORLD FD $25.00万0.02%918 -296-24.4% -$8.06万 减仓
IJJ ISHARES TR $25.07万0.02%1,892 00.0% — 不变
PLD PROLOGIS INC. $25.11万0.02%1,900 00.0% — 不变
VPU VANGUARD WORLD FD $25.26万0.02%1,275 211.7% $4,161 加仓
VIG VANGUARD SPECIALIZED FUNDS $25.43万0.02%1,182 1,182— $25.43万 新建仓
XLF SELECT SECTOR SPDR TR $25.59万0.02%5,184 -516-9.1% -$2.55万 减仓
ETR ENTERGY CORP NEW $25.61万0.02%2,279 00.0% — 不变
WS WORTHINGTON STL INC $26.62万0.02%8,771 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $26.91万0.02%5,360 -1,388-20.6% -$6.97万 减仓
VB VANGUARD INDEX FDS $27.02万0.02%1,031 1,031— $27.02万 新建仓
PDN INVESCO EXCH TRADED FD TR II $28.38万0.02%6,544 -1,407-17.7% -$6.10万 减仓
TUSI TOUCHSTONE ETF TRUST $28.76万0.02%11,359 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $28.96万0.02%857 -75-8.0% -$2.53万 减仓
VTIP VANGUARD MALVERN FDS $29.92万0.02%5,989 -1,276-17.6% -$6.37万 减仓
GEF GREIF INC $30.60万0.02%4,563 00.0% — 不变
DTE DTE ENERGY CO $31.19万0.02%2,133 00.0% — 不变
EFG ISHARES TR $31.58万0.02%2,836 -826-22.6% -$9.20万 减仓
IJT ISHARES TR $32.18万0.03%2,224 00.0% — 不变
ACWI ISHARES TR $32.21万0.03%2,328 -23-1.0% -$3,183 减仓
PLTR PALANTIR TECHNOLOGIES INC $34.84万0.03%2,382 713.1% $1.04万 加仓
VGT VANGUARD WORLD FD $35.73万0.03%512 00.0% — 不变
— DIMENSIONAL ETF TRUST $35.91万0.03%9,240 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $36.08万0.03%4,253 74721.3% $6.34万 加仓
BIL SPDR SERIES TRUST $36.79万0.03%4,015 1413.6% $1.29万 加仓
SCHH SCHWAB STRATEGIC TR $37.46万0.03%17,431 4,13931.1% $8.89万 加仓
MTD METTLER TOLEDO INTERNATIONAL $37.84万0.03%300 -36-10.7% -$4.54万 减仓
UNH UNITEDHEALTH GROUP INC $38.07万0.03%1,407 -75-5.1% -$2.03万 减仓
XLE SELECT SECTOR SPDR TR $38.45万0.03%6,276 -22-0.3% -$1,348 减仓
GSLC GOLDMAN SACHS ETF TR $38.60万0.03%3,085 00.0% — 不变
GEV GE VERNOVA INC $39.09万0.03%448 00.0% — 不变
VBR VANGUARD INDEX FDS $39.17万0.03%1,803 301.7% $6,517 加仓
HD HOME DEPOT INC $39.19万0.03%1,191 -112-8.6% -$3.69万 减仓
COST COSTCO WHOLESALE CORPORATION $40.70万0.03%408 51.2% $4,987 加仓
EEM ISHARES TR $41.43万0.03%7,296 -1,220-14.3% -$6.93万 减仓
LMT LOCKHEED MARTIN CORP $41.47万0.03%686 -49-6.7% -$2.96万 减仓
PRF INVESCO EXCHANGE TRADED FD T $42.12万0.03%8,861 -675-7.1% -$3.21万 减仓
VIOO VANGUARD ADMIRAL FDS INC $43.44万0.03%3,783 -150-3.8% -$1.72万 减仓
IWV ISHARES TR $45.26万0.04%1,221 -11-0.9% -$4,077 减仓
META META PLATFORMS INC $45.57万0.04%797 567.6% $3.20万 加仓
AVUV AMERICAN CENTY ETF TR $45.79万0.04%4,145 -260-5.9% -$2.87万 减仓
AGG ISHARES TR $48.64万0.04%4,900 4439.9% $4.40万 加仓
MCD MCDONALDS CORP $49.53万0.04%1,594 00.0% — 不变
IAGG ISHARES TR $49.72万0.04%9,937 -1,883-15.9% -$9.42万 减仓
ETN EATON CORP PLC $52.22万0.04%1,460 -30-2.0% -$1.07万 减仓
SPXL DIREXION SHARES ETF TRUST $53.45万0.04%2,891 1,23975.0% $22.91万 加仓
DGRO ISHARES TR $53.98万0.04%7,692 00.0% — 不变
AMGN AMGEN INC $54.57万0.04%1,551 00.0% — 不变
NFLX NETFLIX INC. $56.17万0.04%5,842 -237-3.9% -$2.28万 减仓
— WIDEPOINT CORP $58.76万0.05%117,748 00.0% — 不变
JBBB JANUS DETROIT STR TR $58.81万0.05%12,618 -189-1.5% -$8,808 减仓
HBAN HUNTINGTON BANCSHARES INC $59.35万0.05%37,926 -260-0.7% -$4,069 减仓
SCHC SCHWAB STRATEGIC TR $62.14万0.05%13,294 6,687101.2% $31.26万 加仓
CVX CHEVRON CORPORATION $62.77万0.05%3,034 -38-1.2% -$7,861 减仓
CINF CINCINNATI FINL CORP $63.76万0.05%4,052 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $66.24万0.05%5,054 00.0% — 不变
DVY ISHARES TR $66.51万0.05%4,392 00.0% — 不变
QQQ INVESCO QQQ TR $67.74万0.05%1,174 00.0% — 不变
SPYM SPDR SERIES TRUST $68.78万0.05%8,986 -165-1.8% -$1.26万 减仓
WOR WORTHINGTON ENTERPRISES INC $70.02万0.06%13,429 00.0% — 不变