Summit Financial Wealth Advisors, LLC
Lafayette LA · SEC CIK 0001632283
$7.82亿2026Q2 申报市值
225持仓数
46.6%前十大占比 · 第一大 8.4%
33 / 5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
UNH 加仓+$489.03万
VYMI 加仓+$320.24万
SPBO 加仓+$180.74万
BILZ 加仓+$140.68万
FMDE 加仓+$111.51万
2026Q2 卖出最多 按季末市值估算
PFF 减仓-$1,964.21万
GPC 清仓-$699.36万
CMI 减仓-$409.46万
CSCO 减仓-$377.88万
FTSM 重新持有-$176.47万
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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $625.35万 | 0.80% | 103,535 | 619 | 0.6% | $3.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $644.67万 | 0.82% | 22,925 | 2,625 | 12.9% | $73.82万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $652.44万 | 0.83% | 87,318 | 481 | 0.6% | $3.59万 | 加仓 |
| — | EXXON MOBIL CORP | $683.65万 | 0.87% | 50,004 | 1,014 | 2.1% | $13.86万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $729.11万 | 0.93% | 129,091 | 2,568 | 2.0% | $14.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $781.87万 | 1.00% | 15,347 | 1,612 | 11.7% | $82.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $823.87万 | 1.05% | 102,256 | 96 | 0.1% | $7,735 | 加仓 |
| T | AT&T INC | $1,033.72万 | 1.32% | 499,381 | 17,249 | 3.6% | $35.71万 | 加仓 |
| ETN | EATON CORP PLC | $1,067.22万 | 1.36% | 25,045 | 1,413 | 6.0% | $60.21万 | 加仓 |
| GRMN | GARMIN LTD | $1,105.85万 | 1.41% | 46,554 | 1,266 | 2.8% | $30.07万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,196.18万 | 1.53% | 406,865 | 11,015 | 2.8% | $32.38万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,282.92万 | 1.64% | 263,650 | 7,000 | 2.7% | $34.06万 | 加仓 |
| AMLP | ALPS ETF TR | $1,317.50万 | 1.68% | 254,098 | -220 | -0.1% | -$1.14万 | 减仓 |
| AAPL | APPLE INC | $1,339.24万 | 1.71% | 46,283 | 2,355 | 5.4% | $68.14万 | 加仓 |
| RTX | RTX CORPORATION | $1,510.53万 | 1.93% | 79,615 | 950 | 1.2% | $18.02万 | 加仓 |
| MMM | 3M CO | $1,553.89万 | 1.99% | 95,972 | 3,157 | 3.4% | $51.12万 | 加仓 |
| CSCO | CISCO SYS INC | $1,588.90万 | 2.03% | 135,272 | -32,171 | -19.2% | -$377.88万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,658.93万 | 2.12% | 63,697 | -655 | -1.0% | -$17.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,732.01万 | 2.21% | 41,672 | 11,766 | 39.3% | $489.03万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,740.79万 | 2.23% | 291,444 | -29,544 | -9.2% | -$176.47万 | 重新持有 |
| CMI | CUMMINS INC | $1,819.42万 | 2.33% | 25,510 | -5,741 | -18.4% | -$409.46万 | 减仓 |
| IJR | ISHARES TR | $2,050.75万 | 2.62% | 138,274 | 708 | 0.5% | $10.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,185.28万 | 2.79% | 59,055 | 2,939 | 5.2% | $108.76万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2,350.54万 | 3.01% | 579,236 | 27,478 | 5.0% | $111.51万 | 加仓 |
| NOBL | PROSHARES TR | $2,815.56万 | 3.60% | 501,346 | -9,636 | -1.9% | -$54.12万 | 减仓 |
| BILZ | PIMCO ETF TR | $3,197.51万 | 4.09% | 316,805 | 13,938 | 4.6% | $140.68万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $3,452.93万 | 4.42% | 1,189,025 | 62,237 | 5.5% | $180.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,853.08万 | 7.48% | 679,485 | 8,721 | 1.3% | $75.12万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $6,104.36万 | 7.81% | 1,925,060 | 3,339 | 0.2% | $10.59万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6,582.45万 | 8.42% | 670,311 | 32,611 | 5.1% | $320.24万 | 加仓 |