Summit Financial Strategies, Inc.
Columbus OH · SEC CIK 0001625246
$14.25亿2026Q2 申报市值
173持仓数
67.3%前十大占比 · 第一大 10.4%
14 / 16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
IVV 加仓+$983.07万
VONG 加仓+$792.64万
JCPB 加仓+$756.62万
FBND 加仓+$716.80万
IJH 加仓+$554.80万
2026Q2 卖出最多 按季末市值估算
SCHB 减仓-$1,002.10万
SCHM 减仓-$556.86万
AVEM 减仓-$427.57万
SCHA 减仓-$382.17万
ABBV 减仓-$122.62万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,294 | -100.0% | -$62.14万 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -2,133 | -100.0% | -$31.19万 | 清仓 |
| TUSI | TOUCHSTONE ETF TRUST | $0 | 0.00% | 0 | -11,359 | -100.0% | -$28.76万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | -2,279 | -100.0% | -$25.61万 | 清仓 |
| IJJ | ISHARES TR | $0 | 0.00% | 0 | -1,892 | -100.0% | -$25.07万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,599 | -100.0% | -$24.29万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,247 | -100.0% | -$23.91万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,271 | -100.0% | -$22.86万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,009 | -100.0% | -$22.81万 | 清仓 |
| DFEM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -6,419 | -100.0% | -$22.18万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -2,327 | -100.0% | -$21.26万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,428 | -100.0% | -$21.04万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,033 | -100.0% | -$20.36万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,564 | -100.0% | -$20.33万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,236 | -100.0% | -$20.24万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.47万 | 清仓 |
| GERN | GERON CORP 看涨期权 | $5,120 | 0.00% | 4,000 | -1,000 | -20.0% | -$1,280 | 减仓 |
| — | FINGERMOTION INC | $5,260 | 0.00% | 13,903 | -1,099 | -7.3% | -$416 | 减仓 |
| — | 5E ADVANCED MATERIALS INC | $1.71万 | 0.00% | 12,286 | 0 | 0.0% | — | 不变 |
| — | MYOMO INC | $2.60万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $3.46万 | 0.00% | 27,000 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $6.22万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $6.73万 | 0.00% | 11,717 | -16 | -0.1% | -$92 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $17.56万 | 0.01% | 10,718 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $20.06万 | 0.01% | 3,480 | 3,480 | — | $20.06万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $20.11万 | 0.01% | 3,568 | 3,568 | — | $20.11万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $20.19万 | 0.01% | 6,692 | 90 | 1.4% | $2,715 | 加仓 |
| CAH | CARDINAL HEALTH INC | $20.22万 | 0.01% | 851 | 851 | — | $20.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.50万 | 0.01% | 729 | -66 | -8.3% | -$1.86万 | 重新持有 |
| V | VISA INC | $20.56万 | 0.01% | 599 | 599 | — | $20.56万 | 新建仓 |
| IJK | ISHARES TR | $20.60万 | 0.01% | 1,753 | 1,753 | — | $20.60万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $20.77万 | 0.01% | 678 | 678 | — | $20.77万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.78万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $20.88万 | 0.01% | 4,932 | -428 | -8.0% | -$1.81万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $21.05万 | 0.01% | 795 | 0 | 0.0% | — | 重新持有 |
| SO | SOUTHERN CO | $21.06万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $21.28万 | 0.01% | 2,057 | 2,057 | — | $21.28万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $21.30万 | 0.01% | 8,997 | -8,434 | -48.4% | -$19.97万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $22.32万 | 0.02% | 1,407 | 54 | 4.0% | $8,568 | 重新持有 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $22.46万 | 0.02% | 16,489 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $22.55万 | 0.02% | 2,722 | 2,722 | — | $22.55万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $22.62万 | 0.02% | 2,747 | 2,747 | — | $22.62万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $23.05万 | 0.02% | 771 | -147 | -16.0% | -$4.40万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $23.12万 | 0.02% | 5,007 | 0 | 0.0% | — | 重新持有 |
| XLK | SELECT SECTOR SPDR TR | $23.43万 | 0.02% | 1,230 | -198 | -13.9% | -$3.77万 | 重新持有 |
| BA | BOEING CO | $23.46万 | 0.02% | 1,084 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $23.53万 | 0.02% | 2,445 | -2 | -0.1% | -$192 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $23.96万 | 0.02% | 2,373 | 2,373 | — | $23.96万 | 新建仓 |
| MMM | 3M CO | $24.41万 | 0.02% | 1,508 | -72 | -4.6% | -$1.17万 | 减仓 |
| VPU | VANGUARD WORLD FD | $24.96万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $25.74万 | 0.02% | 1,900 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $26.64万 | 0.02% | 3,116 | 139 | 4.7% | $1.19万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $27.11万 | 0.02% | 5,397 | -592 | -9.9% | -$2.97万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $27.79万 | 0.02% | 5,184 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $28.08万 | 0.02% | 2,053 | -3,001 | -59.4% | -$41.05万 | 减仓 |
| KLAC | KLA CORP | $28.12万 | 0.02% | 932 | 932 | — | $28.12万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.31万 | 0.02% | 487 | 487 | — | $28.31万 | 新建仓 |
| PDN | INVESCO EXCH TRADED FD TR II | $28.37万 | 0.02% | 6,306 | -238 | -3.6% | -$1.07万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.28万 | 0.02% | 2,509 | 127 | 5.3% | $1.48万 | 加仓 |
| WS | WORTHINGTON STL INC | $29.45万 | 0.02% | 8,771 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $31.17万 | 0.02% | 244 | -56 | -18.7% | -$7.15万 | 减仓 |
| CSCO | CISCO SYS INC | $31.22万 | 0.02% | 2,658 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $31.30万 | 0.02% | 837 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $31.33万 | 0.02% | 489 | 489 | — | $31.33万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $31.69万 | 0.02% | 1,045 | 14 | 1.4% | $4,246 | 加仓 |
| GLW | CORNING INC | $32.44万 | 0.02% | 1,270 | 1,270 | — | $32.44万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $33.89万 | 0.02% | 665 | -21 | -3.1% | -$1.07万 | 减仓 |
| GEF | GREIF INC | $33.99万 | 0.02% | 4,563 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.20万 | 0.02% | 6,440 | 164 | 2.6% | $8,710 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.37万 | 0.02% | 1,495 | 313 | 26.5% | $7.41万 | 加仓 |
| ACWI | ISHARES TR | $35.59万 | 0.02% | 2,267 | -61 | -2.6% | -$9,575 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $36.86万 | 0.03% | 4,132 | -121 | -2.8% | -$1.08万 | 减仓 |
| EFG | ISHARES TR | $37.03万 | 0.03% | 2,976 | 140 | 4.9% | $1.74万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $37.09万 | 0.03% | 975 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $38.29万 | 0.03% | 3,868 | -1,032 | -21.1% | -$10.22万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.83万 | 0.03% | 813 | -44 | -5.1% | -$2.10万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.42万 | 0.03% | 421 | 13 | 3.2% | $1.22万 | 加仓 |
| HD | HOME DEPOT INC | $39.48万 | 0.03% | 1,119 | -72 | -6.0% | -$2.54万 | 减仓 |
| IJT | ISHARES TR | $39.72万 | 0.03% | 2,224 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $40.71万 | 0.03% | 1,675 | -128 | -7.1% | -$3.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $40.99万 | 0.03% | 9,240 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $41.46万 | 0.03% | 5,807 | -35 | -0.6% | -$2,499 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $42.86万 | 0.03% | 11,819 | -12,258 | -50.9% | -$44.45万 | 减仓 |
| MCD | MCDONALDS CORP | $43.07万 | 0.03% | 1,594 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $43.77万 | 0.03% | 3,085 | 0 | 0.0% | — | 不变 |
| JBBB | JANUS DETROIT STR TR | $44.14万 | 0.03% | 9,323 | -3,295 | -26.1% | -$15.60万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $47.35万 | 0.03% | 3,795 | -350 | -8.4% | -$4.37万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $47.88万 | 0.03% | 8,861 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $48.96万 | 0.03% | 4,097 | 1 | 0.0% | $120 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $49.76万 | 0.03% | 3,618 | -165 | -4.4% | -$2.27万 | 减仓 |
| EEM | ISHARES TR | $49.91万 | 0.04% | 7,296 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $50.29万 | 0.04% | 3,034 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $52.06万 | 0.04% | 1,221 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $52.48万 | 0.04% | 932 | 135 | 16.9% | $7.60万 | 加仓 |
| GEV | GE VERNOVA INC | $54.61万 | 0.04% | 465 | 17 | 3.8% | $2.00万 | 加仓 |
| AMGN | AMGEN INC | $56.16万 | 0.04% | 1,551 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $58.30万 | 0.04% | 7,692 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $58.43万 | 0.04% | 1,406 | -1 | -0.1% | -$416 | 减仓 |
| INTC | INTEL CORP | $61.14万 | 0.04% | 4,379 | -166 | -3.7% | -$2.32万 | 减仓 |
| IAGG | ISHARES TR | $61.17万 | 0.04% | 12,088 | 2,151 | 21.6% | $10.88万 | 加仓 |