Summit Financial Wealth Advisors, LLC
Lafayette LA · SEC CIK 0001632283
$7.05亿2026Q1 申报市值
193持仓数
47.3%前十大占比 · 第一大 8.5%
9 / 9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
UNH 加仓+$682.16万
VYMI 加仓+$374.41万
SPBO 加仓+$287.61万
BILZ 加仓+$262.98万
BFST 新建仓+$160.75万
2026Q1 卖出最多 按季末市值估算
QCOM 减仓-$660.06万
VLO 减仓-$420.33万
RTX 减仓-$407.92万
XLE 减仓-$243.12万
SCHD 减仓-$184.92万
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 |
|---|---|---|---|---|---|---|---|---|
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -5,955 | -100.0% | -$42.55万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,040 | -100.0% | -$36.40万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,025 | -100.0% | -$29.29万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -5,562 | -100.0% | -$25.86万 | 清仓 |
| LRGG | NOMURA ETF TR | $0 | 0.00% | 0 | -7,920 | -100.0% | -$23.44万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -210 | -100.0% | -$22.48万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -887 | -100.0% | -$22.26万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -832 | -100.0% | -$20.16万 | 清仓 |
| — | CO-DIAGNOSTICS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$6,744 | 清仓 |
| AUR | AURORA INNOVATION INC | $5.01万 | 0.01% | 12,154 | 154 | 1.3% | $634 | 加仓 |
| F | FORD MTR CO | $13.53万 | 0.02% | 11,727 | 806 | 7.4% | $9,301 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $16.00万 | 0.02% | 14,250 | -2,150 | -13.1% | -$2.41万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $18.59万 | 0.03% | 12,957 | -3,255 | -20.1% | -$4.67万 | 重新持有 |
| SYY | SYSCO CORP | $20.11万 | 0.03% | 2,819 | 84 | 3.1% | $5,992 | 加仓 |
| MDT | MEDTRONIC PLC | $20.17万 | 0.03% | 2,328 | 75 | 3.3% | $6,499 | 加仓 |
| KTF | DWS MUN INCOME TR | $20.48万 | 0.03% | 22,500 | -2,900 | -11.4% | -$2.64万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $20.56万 | 0.03% | 5,792 | 792 | 15.8% | $2.81万 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.09万 | 0.03% | 617 | 617 | — | $21.09万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $21.46万 | 0.03% | 5,213 | 5,213 | — | $21.46万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $21.69万 | 0.03% | 9,300 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $22.10万 | 0.03% | 2,298 | 2,298 | — | $22.10万 | 新建仓 |
| LOW | LOWES COS INC | $22.19万 | 0.03% | 939 | 23 | 2.5% | $5,434 | 加仓 |
| VG | VENTURE GLOBAL INC | $22.84万 | 0.03% | 14,493 | 157 | 1.1% | $2,474 | 加仓 |
| WMB | WILLIAMS COS INC | $23.03万 | 0.03% | 3,164 | 3,164 | — | $23.03万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $23.04万 | 0.03% | 10,150 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $23.74万 | 0.03% | 2,461 | 16 | 0.7% | $1,544 | 加仓 |
| SHEL | SHELL PLC | $23.77万 | 0.03% | 2,556 | 2,556 | — | $23.77万 | 新建仓 |
| BP | BP PLC | $23.79万 | 0.03% | 5,062 | 5,062 | — | $23.79万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $23.82万 | 0.03% | 2,534 | 251 | 11.0% | $2.36万 | 加仓 |
| NTAP | NETAPP INC | $23.95万 | 0.03% | 2,339 | -64 | -2.7% | -$6,553 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $24.09万 | 0.03% | 3,867 | 212 | 5.8% | $1.32万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $24.32万 | 0.03% | 394 | 1 | 0.3% | $617 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $24.60万 | 0.03% | 22,143 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $25.01万 | 0.04% | 3,862 | -715 | -15.6% | -$4.63万 | 重新持有 |
| ITOT | ISHARES TR | $25.08万 | 0.04% | 1,761 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $25.31万 | 0.04% | 9,688 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.94万 | 0.04% | 5,325 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $26.16万 | 0.04% | 10,204 | 239 | 2.4% | $6,128 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $26.17万 | 0.04% | 5,800 | -1,200 | -17.1% | -$5.41万 | 减仓 |
| ALL | ALLSTATE CORP | $26.37万 | 0.04% | 1,272 | 23 | 1.8% | $4,769 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.71万 | 0.04% | 11,220 | 195 | 1.8% | $4,643 | 加仓 |
| TKR | TIMKEN CO | $26.91万 | 0.04% | 2,676 | 57 | 2.2% | $5,732 | 加仓 |
| IWN | ISHARES TR | $28.14万 | 0.04% | 1,484 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $28.35万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $28.80万 | 0.04% | 3,087 | 384 | 14.2% | $3.58万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $29.30万 | 0.04% | 6,992 | 6,992 | — | $29.30万 | 新建仓 |
| GEL | GENESIS ENERGY L P | $29.62万 | 0.04% | 16,613 | -300 | -1.8% | -$5,349 | 减仓 |
| — | CATALYST BANCORP INC | $30.14万 | 0.04% | 18,200 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $30.21万 | 0.04% | 6,572 | 389 | 6.3% | $1.79万 | 加仓 |
| IVE | ISHARES TR | $30.22万 | 0.04% | 1,431 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $30.65万 | 0.04% | 2,794 | 43 | 1.6% | $4,718 | 加仓 |
| O | REALTY INCOME CORP | $31.08万 | 0.04% | 5,080 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $31.65万 | 0.04% | 2,416 | 8 | 0.3% | $1,048 | 加仓 |
| CAT | CATERPILLAR INC | $31.74万 | 0.04% | 448 | 10 | 2.3% | $7,085 | 加仓 |
| ALT | ALTIMMUNE INC | $31.81万 | 0.05% | 103,288 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $31.92万 | 0.05% | 930 | 150 | 19.2% | $5.15万 | 加仓 |
| SGOV | ISHARES TR | $31.95万 | 0.05% | 3,174 | 0 | 0.0% | — | 不变 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $32.04万 | 0.05% | 8,127 | -3,310 | -28.9% | -$13.05万 | 减仓 |
| — | WESTERN ASSET INTER MUNI | $32.68万 | 0.05% | 42,556 | -4,000 | -8.6% | -$3.07万 | 减仓 |
| LIN | LINDE PLC | $32.77万 | 0.05% | 661 | -41 | -5.8% | -$2.03万 | 减仓 |
| DGRW | WISDOMTREE TR | $33.34万 | 0.05% | 3,796 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $34.16万 | 0.05% | 6,309 | 230 | 3.8% | $1.25万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $34.33万 | 0.05% | 7,045 | 617 | 9.6% | $3.01万 | 加仓 |
| EOG | EOG RES INC | $34.44万 | 0.05% | 2,382 | 197 | 9.0% | $2.85万 | 加仓 |
| AROC | ARCHROCK INC | $34.80万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $35.49万 | 0.05% | 2,457 | -258 | -9.5% | -$3.73万 | 减仓 |
| ORCL | ORACLE CORP | $36.18万 | 0.05% | 2,459 | 175 | 7.7% | $2.57万 | 加仓 |
| GSK | GSK PLC | $36.41万 | 0.05% | 6,597 | 50 | 0.8% | $2,759 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $37.05万 | 0.05% | 1,873 | 1,873 | — | $37.05万 | 新建仓 |
| MO | ALTRIA GROUP INC | $38.51万 | 0.05% | 5,836 | 1,704 | 41.2% | $11.24万 | 加仓 |
| IVW | ISHARES TR | $38.71万 | 0.05% | 3,422 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $39.92万 | 0.06% | 3,998 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $40.05万 | 0.06% | 2,198 | 17 | 0.8% | $3,098 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $40.42万 | 0.06% | 7,479 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $41.41万 | 0.06% | 1,332 | 167 | 14.3% | $5.19万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $42.74万 | 0.06% | 47,547 | -2,275 | -4.6% | -$2.05万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $43.92万 | 0.06% | 15,772 | 2,200 | 16.2% | $6.13万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $45.44万 | 0.06% | 5,513 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $46.36万 | 0.07% | 3,914 | -873 | -18.2% | -$10.34万 | 减仓 |
| GLW | CORNING INC | $46.42万 | 0.07% | 3,414 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $46.67万 | 0.07% | 6,137 | 33 | 0.5% | $2,510 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $46.93万 | 0.07% | 6,873 | 574 | 9.1% | $3.92万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $48.14万 | 0.07% | 4,926 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $48.38万 | 0.07% | 3,167 | 46 | 1.5% | $7,026 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $48.75万 | 0.07% | 28,493 | 3,803 | 15.4% | $6.51万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $48.80万 | 0.07% | 25,090 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $49.04万 | 0.07% | 3,808 | -51,253 | -93.1% | -$660.06万 | 减仓 |
| WM | WASTE MGMT INC DEL | $50.03万 | 0.07% | 2,177 | 99 | 4.8% | $2.27万 | 加仓 |
| SO | SOUTHERN CO | $53.66万 | 0.08% | 5,559 | -2 | -0.0% | -$193 | 减仓 |
| CVS | CVS HEALTH CORP | $53.77万 | 0.08% | 7,487 | -957 | -11.3% | -$6.87万 | 减仓 |
| TGT | TARGET CORP | $53.80万 | 0.08% | 4,439 | -133 | -2.9% | -$1.61万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $54.42万 | 0.08% | 1,389 | -568 | -29.0% | -$22.25万 | 减仓 |
| ET | ENERGY TRANSFER L P | $54.49万 | 0.08% | 28,233 | 3,785 | 15.5% | $7.31万 | 加仓 |
| AOR | ISHARES TR | $54.57万 | 0.08% | 8,480 | -124 | -1.4% | -$7,979 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $55.26万 | 0.08% | 14,605 | 880 | 6.4% | $3.33万 | 加仓 |
| NVO | NOVO-NORDISK A S | $55.37万 | 0.08% | 15,066 | -1,326 | -8.1% | -$4.87万 | 减仓 |