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 |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | $1.38亿 | 10.88% | 3,887,458 | 12,501 | 0.3% | $44.42万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.24亿 | 9.79% | 2,639,364 | 188,904 | 7.7% | $889.36万 | 加仓 |
| IVV | ISHARES TR | $1.10亿 | 8.63% | 167,655 | 19,904 | 13.5% | $1,300.15万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.02亿 | 8.00% | 2,226,626 | 135,819 | 6.5% | $619.61万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $8,599.93万 | 6.78% | 2,408,269 | 207,037 | 9.4% | $739.33万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,707.01万 | 5.29% | 2,672,115 | -510,921 | -16.1% | -$1,282.41万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $6,682.83万 | 5.27% | 829,341 | -27,068 | -3.2% | -$218.11万 | 减仓 |
| IJH | ISHARES TR | $6,565.37万 | 5.17% | 972,216 | 128,040 | 15.2% | $864.65万 | 加仓 |
| PKG | PACKAGING CORP AMER | $5,213.33万 | 4.11% | 245,657 | 2,404 | 1.0% | $51.02万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $4,182.12万 | 3.30% | 138,366 | 90 | 0.1% | $2.72万 | 加仓 |
| IJR | ISHARES TR | $4,021.14万 | 3.17% | 323,477 | 41,820 | 14.8% | $519.86万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $3,970.23万 | 3.13% | 1,282,374 | -286,160 | -18.2% | -$885.95万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,823.06万 | 2.22% | 1,062,100 | 104,670 | 10.9% | $278.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,787.07万 | 2.20% | 446,289 | 33,660 | 8.2% | $210.21万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,728.43万 | 2.15% | 248,740 | 172,713 | 227.2% | $1,894.49万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,154.14万 | 1.70% | 740,763 | -172,061 | -18.8% | -$500.35万 | 减仓 |
| AAPL | APPLE INC | $1,779.67万 | 1.40% | 70,124 | 1,212 | 1.8% | $30.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,215.23万 | 0.96% | 25,359 | -650 | -2.5% | -$31.15万 | 减仓 |
| WMT | WALMART INC | $1,024.18万 | 0.81% | 82,409 | -1,250 | -1.5% | -$15.54万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,018.18万 | 0.80% | 17,039 | 2,220 | 15.0% | $132.66万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $787.29万 | 0.62% | 157,489 | 25,446 | 19.3% | $127.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $781.15万 | 0.62% | 21,102 | -275 | -1.3% | -$10.18万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $763.17万 | 0.60% | 328,668 | -85,755 | -20.7% | -$199.12万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $506.20万 | 0.40% | 78,995 | 1,754 | 2.3% | $11.24万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $492.95万 | 0.39% | 199,171 | -25,507 | -11.4% | -$63.13万 | 减仓 |
| EFA | ISHARES TR | $474.88万 | 0.37% | 48,891 | -4,542 | -8.5% | -$44.12万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $462.07万 | 0.36% | 95,351 | -1,207 | -1.3% | -$5.85万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $456.12万 | 0.36% | 90,554 | 10,119 | 12.6% | $50.97万 | 加仓 |
| IWB | ISHARES TR | $444.59万 | 0.35% | 12,469 | -274 | -2.2% | -$9.77万 | 减仓 |
| GLD | SPDR GOLD TR | $441.00万 | 0.35% | 10,249 | -6 | -0.1% | -$2,582 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $406.38万 | 0.32% | 158,494 | 276 | 0.2% | $7,077 | 加仓 |
| IWF | ISHARES TR | $398.16万 | 0.31% | 9,338 | 387 | 4.3% | $16.50万 | 加仓 |
| TSLA | TESLA INC | $375.85万 | 0.30% | 10,110 | 53 | 0.5% | $1.97万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $338.62万 | 0.27% | 62,649 | -5,874 | -8.6% | -$31.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $336.96万 | 0.27% | 5,181 | -181 | -3.4% | -$11.77万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC | $325.02万 | 0.26% | 142,614 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $317.60万 | 0.25% | 119,355 | 4,297 | 3.7% | $11.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $311.81万 | 0.25% | 10,600 | -154 | -1.4% | -$4.53万 | 减仓 |
| VO | VANGUARD INDEX FDS | $309.75万 | 0.24% | 10,786 | 705 | 7.0% | $20.25万 | 加仓 |
| ABBV | ABBVIE INC | $307.78万 | 0.24% | 14,151 | 4,672 | 49.3% | $101.61万 | 加仓 |
| IWR | ISHARES TR | $302.92万 | 0.24% | 31,155 | -157 | -0.5% | -$1.53万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $294.34万 | 0.23% | 36,514 | -74 | -0.2% | -$5,965 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.23% | 4 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $273.93万 | 0.22% | 36,843 | -4,165 | -10.2% | -$30.97万 | 减仓 |
| PRK | PARK NATL CORP | $252.48万 | 0.20% | 15,447 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $222.80万 | 0.18% | 7,748 | 500 | 6.9% | $14.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $220.33万 | 0.17% | 12,633 | 133 | 1.1% | $2.32万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $218.99万 | 0.17% | 15,021 | 3,190 | 27.0% | $46.51万 | 加仓 |
| IWD | ISHARES TR | $213.14万 | 0.17% | 9,975 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $207.95万 | 0.16% | 12,257 | 206 | 1.7% | $3.50万 | 加仓 |
| AMAT | APPLIED MATLS INC | $182.21万 | 0.14% | 5,331 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $181.39万 | 0.14% | 35,954 | 3,195 | 9.8% | $16.12万 | 加仓 |
| AMZN | AMAZON COM INC | $171.29万 | 0.13% | 8,224 | -141 | -1.7% | -$2.94万 | 减仓 |
| LLY | ELI LILLY & CO | $165.55万 | 0.13% | 1,800 | -20 | -1.1% | -$1.84万 | 减仓 |
| ET | ENERGY TRANSFER L P | $164.52万 | 0.13% | 85,242 | 4 | 0.0% | $77 | 加仓 |
| VTV | VANGUARD INDEX FDS | $157.80万 | 0.12% | 8,043 | -1,163 | -12.6% | -$22.82万 | 减仓 |
| IVW | ISHARES TR | $147.37万 | 0.12% | 13,029 | 10 | 0.1% | $1,131 | 加仓 |
| VTI | VANGUARD INDEX FDS | $142.86万 | 0.11% | 4,453 | -643 | -12.6% | -$20.63万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $141.10万 | 0.11% | 9,769 | -379 | -3.7% | -$5.47万 | 减仓 |
| CAT | CATERPILLAR INC | $138.08万 | 0.11% | 1,949 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $138.02万 | 0.11% | 5,565 | 73 | 1.3% | $1.81万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $122.05万 | 0.10% | 6,623 | 1,422 | 27.3% | $26.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $121.29万 | 0.10% | 4,962 | -299 | -5.7% | -$7.31万 | 减仓 |
| GOOG | ALPHABET INC | $117.33万 | 0.09% | 4,090 | -279 | -6.4% | -$8.00万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $113.79万 | 0.09% | 9,954 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $112.43万 | 0.09% | 5,791 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $103.69万 | 0.08% | 2,374 | -173 | -6.8% | -$7.56万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $100.57万 | 0.08% | 8,478 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $97.64万 | 0.08% | 13,002 | -332 | -2.5% | -$2.49万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $97.18万 | 0.08% | 9,465 | 1,312 | 16.1% | $13.47万 | 加仓 |
| PULS | PGIM ETF TR | $97.08万 | 0.08% | 19,613 | 3,374 | 20.8% | $16.70万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $96.46万 | 0.08% | 12,201 | 12,201 | — | $96.46万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $89.18万 | 0.07% | 18,456 | 18,456 | — | $89.18万 | 新建仓 |
| ECL | ECOLAB INC | $84.51万 | 0.07% | 3,177 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $79.33万 | 0.06% | 24,077 | 10,964 | 83.6% | $36.13万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $76.95万 | 0.06% | 26,415 | -2 | -0.0% | -$58 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $76.79万 | 0.06% | 2,896 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $73.53万 | 0.06% | 16,107 | 16,107 | — | $73.53万 | 新建仓 |
| MRK | MERCK & CO INC | $72.86万 | 0.06% | 6,057 | -17 | -0.3% | -$2,045 | 减仓 |
| DE | DEERE & CO | $72.60万 | 0.06% | 1,289 | -42 | -3.2% | -$2.37万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $70.02万 | 0.06% | 13,429 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $68.78万 | 0.05% | 8,986 | -165 | -1.8% | -$1.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $67.74万 | 0.05% | 1,174 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $66.51万 | 0.05% | 4,392 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $66.24万 | 0.05% | 5,054 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $63.76万 | 0.05% | 4,052 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $62.77万 | 0.05% | 3,034 | -38 | -1.2% | -$7,861 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $62.14万 | 0.05% | 13,294 | 6,687 | 101.2% | $31.26万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $59.35万 | 0.05% | 37,926 | -260 | -0.7% | -$4,069 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $58.81万 | 0.05% | 12,618 | -189 | -1.5% | -$8,808 | 减仓 |
| — | WIDEPOINT CORP | $58.76万 | 0.05% | 117,748 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $56.17万 | 0.04% | 5,842 | -237 | -3.9% | -$2.28万 | 减仓 |
| AMGN | AMGEN INC | $54.57万 | 0.04% | 1,551 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $53.98万 | 0.04% | 7,692 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $53.45万 | 0.04% | 2,891 | 1,239 | 75.0% | $22.91万 | 加仓 |
| ETN | EATON CORP PLC | $52.22万 | 0.04% | 1,460 | -30 | -2.0% | -$1.07万 | 减仓 |
| IAGG | ISHARES TR | $49.72万 | 0.04% | 9,937 | -1,883 | -15.9% | -$9.42万 | 减仓 |
| MCD | MCDONALDS CORP | $49.53万 | 0.04% | 1,594 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $48.64万 | 0.04% | 4,900 | 443 | 9.9% | $4.40万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $45.79万 | 0.04% | 4,145 | -260 | -5.9% | -$2.87万 | 减仓 |