Summit Financial Strategies, Inc.
Columbus OH · SEC CIK 0001625246
$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
26Q126Q2
前十大持仓 占组合比例
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 | $0 | 0.00% | 0 | -737 | -100.0% | -$25.51万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -1,320 | -100.0% | -$22.17万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -2,925 | -100.0% | -$20.23万 | 清仓 |
| NUVB | NUVATION BIO INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$10.75万 | 清仓 |
| — | MARINE PRODS CORP | $0 | 0.00% | 0 | -11,432 | -100.0% | -$10.01万 | 清仓 |
| GERN | GERON CORP 看涨期权 | $7,450 | 0.00% | 5,000 | 5,000 | — | $7,450 | 新建仓 |
| — | CARDLYTICS INC | $1.47万 | 0.00% | 14,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | 5E ADVANCED MATERIALS INC | $1.72万 | 0.00% | 12,286 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $4.02万 | 0.00% | 27,000 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $18.46万 | 0.01% | 10,718 | 0 | 0.0% | — | 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 | 22 | 5.7% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $22.95万 | 0.02% | 2,977 | 19 | 0.6% | $1,465 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $23.40万 | 0.02% | 6,602 | 330 | 5.3% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $25.11万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $25.26万 | 0.02% | 1,275 | 21 | 1.7% | $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 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $26.62万 | 0.02% | 8,771 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $31.19万 | 0.02% | 2,133 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 71 | 3.1% | $1.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $35.73万 | 0.03% | 512 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $35.91万 | 0.03% | 9,240 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $36.08万 | 0.03% | 4,253 | 747 | 21.3% | $6.34万 | 加仓 |
| BIL | SPDR SERIES TRUST | $36.79万 | 0.03% | 4,015 | 141 | 3.6% | $1.29万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $37.46万 | 0.03% | 17,431 | 4,139 | 31.1% | $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 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $39.09万 | 0.03% | 448 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $39.17万 | 0.03% | 1,803 | 30 | 1.7% | $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 | 5 | 1.2% | $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 | 56 | 7.6% | $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 | 443 | 9.9% | $4.40万 | 加仓 |
| MCD | MCDONALDS CORP | $49.53万 | 0.04% | 1,594 | 0 | 0.0% | — | 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 | 1,239 | 75.0% | $22.91万 | 加仓 |
| DGRO | ISHARES TR | $53.98万 | 0.04% | 7,692 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $54.57万 | 0.04% | 1,551 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 6,687 | 101.2% | $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 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $66.24万 | 0.05% | 5,054 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $66.51万 | 0.05% | 4,392 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $67.74万 | 0.05% | 1,174 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |