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 |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | $1.48亿 | 10.38% | 3,967,115 | 79,657 | 2.0% | $296.80万 | 加仓 |
| IVV | ISHARES TR | $1.35亿 | 9.50% | 180,782 | 13,127 | 7.8% | $983.07万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1.31亿 | 9.23% | 2,800,552 | 161,188 | 6.1% | $756.62万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1.08亿 | 7.61% | 2,384,200 | 157,574 | 7.1% | $716.80万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $9,811.18万 | 6.89% | 2,481,330 | 73,061 | 3.0% | $288.88万 | 加仓 |
| IJH | ISHARES TR | $8,051.56万 | 5.65% | 1,044,165 | 71,949 | 7.4% | $554.80万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $7,574.75万 | 5.32% | 785,029 | -44,312 | -5.3% | -$427.57万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $6,736.34万 | 4.73% | 2,326,085 | -346,030 | -12.9% | -$1,002.10万 | 减仓 |
| PKG | PACKAGING CORP AMER | $6,316.78万 | 4.43% | 265,099 | 19,442 | 7.9% | $463.26万 | 加仓 |
| IJR | ISHARES TR | $5,048.08万 | 3.54% | 340,374 | 16,897 | 5.2% | $250.60万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $4,963.95万 | 3.48% | 135,738 | -2,628 | -1.9% | -$96.11万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,171.25万 | 2.93% | 1,131,341 | -151,033 | -11.8% | -$556.86万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,971.79万 | 2.79% | 310,757 | 62,017 | 24.9% | $792.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,301.57万 | 2.32% | 472,327 | 26,038 | 5.8% | $182.01万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $3,235.06万 | 2.27% | 1,116,692 | 54,592 | 5.1% | $158.15万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,294.21万 | 1.61% | 634,987 | -105,776 | -14.3% | -$382.17万 | 减仓 |
| AAPL | APPLE INC | $2,009.63万 | 1.41% | 69,451 | -673 | -1.0% | -$19.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,243.69万 | 0.87% | 24,854 | -505 | -2.0% | -$25.27万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,210.86万 | 0.85% | 17,630 | 591 | 3.5% | $40.59万 | 加仓 |
| WMT | WALMART INC | $927.11万 | 0.65% | 81,857 | -552 | -0.7% | -$6.25万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $814.91万 | 0.57% | 160,874 | 3,385 | 2.1% | $17.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $788.32万 | 0.55% | 21,133 | 31 | 0.1% | $1.16万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $645.93万 | 0.45% | 279,261 | -49,407 | -15.0% | -$114.28万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $562.30万 | 0.39% | 78,919 | -76 | -0.1% | -$5,415 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $521.87万 | 0.37% | 94,869 | -482 | -0.5% | -$2.65万 | 减仓 |
| IWB | ISHARES TR | $507.62万 | 0.36% | 12,396 | -73 | -0.6% | -$2.99万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $471.86万 | 0.33% | 160,333 | 1,839 | 1.2% | $5.41万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $470.51万 | 0.33% | 169,859 | -29,312 | -14.7% | -$81.19万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $459.53万 | 0.32% | 91,014 | 460 | 0.5% | $2.32万 | 加仓 |
| TSLA | TESLA INC | $425.27万 | 0.30% | 10,111 | 1 | 0.0% | $421 | 加仓 |
| EFA | ISHARES TR | $420.57万 | 0.30% | 40,486 | -8,405 | -17.2% | -$87.31万 | 减仓 |
| CIVB | CIVISTA BANCSHARES INC | $402.46万 | 0.28% | 142,614 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $398.67万 | 0.28% | 32,107 | -5,245 | -14.0% | -$65.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $383.26万 | 0.27% | 5,301 | -30 | -0.6% | -$2.17万 | 减仓 |
| GLD | SPDR GOLD TR | $377.55万 | 0.27% | 10,249 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $367.36万 | 0.26% | 4,919 | -262 | -5.1% | -$19.57万 | 减仓 |
| VO | VANGUARD INDEX FDS | $362.54万 | 0.25% | 44,997 | 1,853 | 4.3% | $14.93万 | 加仓 |
| IWR | ISHARES TR | $343.71万 | 0.24% | 31,156 | 1 | 0.0% | $110 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $338.05万 | 0.24% | 10,328 | -272 | -2.6% | -$8.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $327.44万 | 0.23% | 54,857 | -7,792 | -12.4% | -$46.51万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $319.27万 | 0.22% | 120,481 | 1,126 | 0.9% | $2.98万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $305.31万 | 0.21% | 33,473 | -3,041 | -8.3% | -$27.74万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.21% | 4 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $277.18万 | 0.19% | 7,756 | 8 | 0.1% | $2,859 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $257.75万 | 0.18% | 16,705 | 1,684 | 11.2% | $25.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $254.17万 | 0.18% | 12,703 | 70 | 0.6% | $1.40万 | 加仓 |
| EFV | ISHARES TR | $248.28万 | 0.17% | 32,434 | -4,409 | -12.0% | -$33.75万 | 减仓 |
| IWD | ISHARES TR | $243.86万 | 0.17% | 10,059 | 84 | 0.8% | $2.04万 | 加仓 |
| ABBV | ABBVIE INC | $233.46万 | 0.16% | 9,278 | -4,873 | -34.4% | -$122.62万 | 减仓 |
| CAT | CATERPILLAR INC | $213.41万 | 0.15% | 2,004 | 55 | 2.8% | $5.86万 | 加仓 |
| LLY | ELI LILLY & CO | $210.50万 | 0.15% | 1,755 | -45 | -2.5% | -$5.40万 | 减仓 |
| AMZN | AMAZON COM INC | $195.43万 | 0.14% | 8,199 | -25 | -0.3% | -$5,959 | 减仓 |
| SMMU | PIMCO ETF TR | $179.35万 | 0.13% | 35,514 | -440 | -1.2% | -$2.22万 | 减仓 |
| IVW | ISHARES TR | $179.19万 | 0.13% | 13,029 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $177.57万 | 0.12% | 8,148 | 105 | 1.3% | $2.29万 | 加仓 |
| — | WIDEPOINT CORP | $172.30万 | 0.12% | 98,457 | -19,291 | -16.4% | -$33.76万 | 减仓 |
| TXN | TEXAS INSTRS INC | $171.96万 | 0.12% | 5,769 | -22 | -0.4% | -$6,558 | 减仓 |
| — | EXXON MOBIL CORP | $170.66万 | 0.12% | 12,482 | 225 | 1.8% | $3.08万 | 加仓 |
| PRK | PARK NATL CORP | $165.75万 | 0.12% | 9,058 | -6,389 | -41.4% | -$116.91万 | 减仓 |
| ET | ENERGY TRANSFER L P | $162.98万 | 0.11% | 85,242 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $161.63万 | 0.11% | 4,368 | -85 | -1.9% | -$3.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $150.14万 | 0.11% | 10,239 | 470 | 4.8% | $6.89万 | 加仓 |
| IWM | ISHARES TR | $142.52万 | 0.10% | 4,744 | -821 | -14.8% | -$24.66万 | 减仓 |
| GOOG | ALPHABET INC | $136.57万 | 0.10% | 3,865 | -225 | -5.5% | -$7.95万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $133.85万 | 0.09% | 6,774 | 151 | 2.3% | $2.98万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $129.80万 | 0.09% | 9,954 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $123.15万 | 0.09% | 14,297 | 53 | 0.4% | $4,565 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $122.60万 | 0.09% | 8,478 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $120.04万 | 0.08% | 4,727 | -235 | -4.7% | -$5.97万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $119.26万 | 0.08% | 5,189 | 2,293 | 79.2% | $52.70万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $110.77万 | 0.08% | 12,201 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $108.89万 | 0.08% | 13,002 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $102.59万 | 0.07% | 17,790 | -666 | -3.6% | -$3.84万 | 减仓 |
| QQQ | INVESCO QQQ TR | $88.92万 | 0.06% | 1,207 | 33 | 2.8% | $2.43万 | 加仓 |
| ECL | ECOLAB INC | $88.51万 | 0.06% | 3,177 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $81.14万 | 0.06% | 16,103 | -4 | -0.0% | -$202 | 减仓 |
| DE | DEERE & CO | $79.09万 | 0.06% | 1,247 | -42 | -3.3% | -$2.66万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $78.97万 | 0.06% | 8,986 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $78.04万 | 0.05% | 23,061 | -3,354 | -12.7% | -$11.35万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $77.17万 | 0.05% | 2,851 | -40 | -1.4% | -$1.08万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $75.02万 | 0.05% | 4,052 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TR | $74.70万 | 0.05% | 15,075 | -4,538 | -23.1% | -$22.49万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $72.19万 | 0.05% | 13,429 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $69.25万 | 0.05% | 4,430 | 38 | 0.9% | $5,940 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $67.30万 | 0.05% | 37,956 | 30 | 0.1% | $532 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.57万 | 0.05% | 7,226 | -2,239 | -23.7% | -$20.32万 | 减仓 |
| MRK | MERCK & CO INC | $64.92万 | 0.05% | 5,052 | -1,005 | -16.6% | -$12.91万 | 减仓 |
| ETN | EATON CORP PLC | $62.19万 | 0.04% | 1,459 | -1 | -0.1% | -$426 | 减仓 |
| BIL | SPDR SERIES TRUST | $61.62万 | 0.04% | 6,724 | 2,709 | 67.5% | $24.83万 | 加仓 |
| IAGG | ISHARES TR | $61.17万 | 0.04% | 12,088 | 2,151 | 21.6% | $10.88万 | 加仓 |
| INTC | INTEL CORP | $61.14万 | 0.04% | 4,379 | -166 | -3.7% | -$2.32万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $58.43万 | 0.04% | 1,406 | -1 | -0.1% | -$416 | 减仓 |
| DGRO | ISHARES TR | $58.30万 | 0.04% | 7,692 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $56.16万 | 0.04% | 1,551 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $54.61万 | 0.04% | 465 | 17 | 3.8% | $2.00万 | 加仓 |
| META | META PLATFORMS INC | $52.48万 | 0.04% | 932 | 135 | 16.9% | $7.60万 | 加仓 |
| IWV | ISHARES TR | $52.06万 | 0.04% | 1,221 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $50.29万 | 0.04% | 3,034 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $49.91万 | 0.04% | 7,296 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $49.76万 | 0.03% | 3,618 | -165 | -4.4% | -$2.27万 | 减仓 |