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 |
|---|---|---|---|---|---|---|---|---|
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -66,133 | -100.0% | -$699.36万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,062 | -100.0% | -$23.79万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,556 | -100.0% | -$23.77万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,164 | -100.0% | -$23.03万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,328 | -100.0% | -$20.17万 | 清仓 |
| FLO | FLOWERS FOODS INC | $11.67万 | 0.01% | 14,778 | 14,778 | — | $11.67万 | 新建仓 |
| VG | VENTURE GLOBAL INC | $15.80万 | 0.02% | 14,193 | -300 | -2.1% | -$3,339 | 减仓 |
| F | FORD MTR CO | $16.68万 | 0.02% | 12,000 | 273 | 2.3% | $3,795 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $16.73万 | 0.02% | 14,250 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $18.54万 | 0.02% | 12,957 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $19.20万 | 0.02% | 28,154 | 16,000 | 131.6% | $10.91万 | 加仓 |
| IEF | ISHARES TR | $20.01万 | 0.03% | 2,116 | 2,116 | — | $20.01万 | 新建仓 |
| SJM | SMUCKER J M CO | $20.25万 | 0.03% | 1,800 | 1,800 | — | $20.25万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $20.47万 | 0.03% | 5,792 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $20.52万 | 0.03% | 15,715 | 15,715 | — | $20.52万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.56万 | 0.03% | 918 | 918 | — | $20.56万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.65万 | 0.03% | 1,728 | 1,728 | — | $20.65万 | 新建仓 |
| KTF | DWS MUN INCOME TR | $20.70万 | 0.03% | 22,500 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.49万 | 0.03% | 575 | 575 | — | $21.49万 | 新建仓 |
| LOW | LOWES COS INC | $21.54万 | 0.03% | 977 | 38 | 4.0% | $8,379 | 加仓 |
| CI | THE CIGNA GROUP | $21.72万 | 0.03% | 788 | 788 | — | $21.72万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $21.74万 | 0.03% | 1,262 | 1,262 | — | $21.74万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $21.80万 | 0.03% | 9,300 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $21.86万 | 0.03% | 3,862 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $22.10万 | 0.03% | 1,459 | 1,459 | — | $22.10万 | 新建仓 |
| SBUX | STARBUCKS CORP | $22.14万 | 0.03% | 2,166 | 2,166 | — | $22.14万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $22.40万 | 0.03% | 6,734 | 6,734 | — | $22.40万 | 新建仓 |
| — | CATALYST BANCORP INC | $22.45万 | 0.03% | 13,600 | -4,600 | -25.3% | -$7.59万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $22.81万 | 0.03% | 5,213 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $22.85万 | 0.03% | 4,525 | -800 | -15.0% | -$4.04万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $23.09万 | 0.03% | 10,150 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $23.11万 | 0.03% | 1,367 | -831 | -37.8% | -$14.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $23.16万 | 0.03% | 2,803 | 2,803 | — | $23.16万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $23.43万 | 0.03% | 543 | 543 | — | $23.43万 | 新建仓 |
| GEL | GENESIS ENERGY L P | $23.54万 | 0.03% | 16,613 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.78万 | 0.03% | 498 | 498 | — | $23.78万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $23.81万 | 0.03% | 2,581 | 47 | 1.9% | $4,336 | 加仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $24.03万 | 0.03% | 22,143 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $24.14万 | 0.03% | 8,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $24.31万 | 0.03% | 612 | 612 | — | $24.31万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $24.39万 | 0.03% | 2,952 | 2,952 | — | $24.39万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $24.90万 | 0.03% | 2,168 | 2,168 | — | $24.90万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $25.58万 | 0.03% | 3,289 | 3,289 | — | $25.58万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $25.58万 | 0.03% | 743 | 743 | — | $25.58万 | 新建仓 |
| SYY | SYSCO CORP | $26.34万 | 0.03% | 3,152 | 333 | 11.8% | $2.78万 | 加仓 |
| HD | HOME DEPOT INC | $26.91万 | 0.03% | 763 | -1,454 | -65.6% | -$51.28万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $27.61万 | 0.04% | 273 | 273 | — | $27.61万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $27.75万 | 0.04% | 7,025 | -20 | -0.3% | -$790 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $27.80万 | 0.04% | 395 | 1 | 0.3% | $704 | 加仓 |
| LRCX | LAM RESEARCH CORP | $27.95万 | 0.04% | 645 | 645 | — | $27.95万 | 新建仓 |
| STT | STATE STR CORP | $28.48万 | 0.04% | 1,679 | 1,679 | — | $28.48万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $28.58万 | 0.04% | 3,897 | 30 | 0.8% | $2,200 | 加仓 |
| ITOT | ISHARES TR | $28.93万 | 0.04% | 1,761 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $29.33万 | 0.04% | 3,090 | 3 | 0.1% | $285 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $29.89万 | 0.04% | 9,899 | 211 | 2.2% | $6,372 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $30.58万 | 0.04% | 6,792 | -200 | -2.9% | -$9,005 | 减仓 |
| COP | CONOCOPHILLIPS | $31.27万 | 0.04% | 3,008 | -1,247 | -29.3% | -$12.96万 | 减仓 |
| ALT | ALTIMMUNE INC | $31.40万 | 0.04% | 103,288 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $31.48万 | 0.04% | 5,080 | 0 | 0.0% | — | 不变 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $31.77万 | 0.04% | 7,714 | -413 | -5.1% | -$1.70万 | 减仓 |
| ALL | ALLSTATE CORP | $31.79万 | 0.04% | 1,336 | 64 | 5.0% | $1.52万 | 加仓 |
| — | WESTERN ASSET INTER MUNI | $31.92万 | 0.04% | 40,556 | -2,000 | -4.7% | -$1.57万 | 减仓 |
| SGOV | ISHARES TR | $31.95万 | 0.04% | 3,174 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $32.06万 | 0.04% | 10,893 | 689 | 6.8% | $2.03万 | 加仓 |
| IVE | ISHARES TR | $32.49万 | 0.04% | 1,431 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $32.60万 | 0.04% | 956 | 956 | — | $32.60万 | 新建仓 |
| IWN | ISHARES TR | $32.83万 | 0.04% | 1,484 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $34.30万 | 0.04% | 6,327 | 18 | 0.3% | $976 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.40万 | 0.04% | 3,791 | 1,709 | 82.1% | $15.51万 | 重新持有 |
| GSK | GSK PLC | $34.52万 | 0.04% | 6,585 | -12 | -0.2% | -$629 | 减仓 |
| AFL | AFLAC INC | $34.79万 | 0.04% | 2,967 | 173 | 6.2% | $2.03万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $35.23万 | 0.05% | 2,004 | 131 | 7.0% | $2.30万 | 加仓 |
| APH | AMPHENOL CORP | $36.04万 | 0.05% | 2,044 | -499 | -19.6% | -$8.80万 | 重新持有 |
| DGRW | WISDOMTREE TR | $36.30万 | 0.05% | 3,796 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $37.21万 | 0.05% | 2,539 | 80 | 3.3% | $1.17万 | 加仓 |
| MO | ALTRIA GROUP INC | $37.40万 | 0.05% | 5,198 | -638 | -10.9% | -$4.59万 | 减仓 |
| TFC | TRUIST FINL CORP | $37.56万 | 0.05% | 7,539 | 967 | 14.7% | $4.82万 | 加仓 |
| NTAP | NETAPP INC | $37.68万 | 0.05% | 2,435 | 96 | 4.1% | $1.49万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $38.40万 | 0.05% | 1,084 | 154 | 16.6% | $5.46万 | 加仓 |
| EOG | EOG RES INC | $38.50万 | 0.05% | 2,968 | 586 | 24.6% | $7.60万 | 加仓 |
| MCD | MCDONALDS CORP | $38.66万 | 0.05% | 1,430 | 98 | 7.4% | $2.65万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $40.22万 | 0.05% | 43,621 | -3,926 | -8.3% | -$3.62万 | 减仓 |
| AROC | ARCHROCK INC | $40.71万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $40.94万 | 0.05% | 2,860 | 444 | 18.4% | $6.36万 | 加仓 |
| LIN | LINDE PLC | $41.05万 | 0.05% | 791 | 130 | 19.7% | $6.75万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $41.20万 | 0.05% | 3,998 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $43.62万 | 0.06% | 26,119 | -2,374 | -8.3% | -$3.96万 | 减仓 |
| CRM | SALESFORCE INC | $44.58万 | 0.06% | 2,846 | 2,846 | — | $44.58万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $44.90万 | 0.06% | 8,686 | 2,886 | 49.8% | $14.92万 | 加仓 |
| RRBI | RED RIVER BANCSHARES INC | $45.64万 | 0.06% | 5,000 | -5,300 | -51.5% | -$48.38万 | 减仓 |
| INTC | INTEL CORP | $46.38万 | 0.06% | 3,322 | 3,322 | — | $46.38万 | 新建仓 |
| IVW | ISHARES TR | $47.06万 | 0.06% | 3,422 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $47.26万 | 0.06% | 3,223 | 766 | 31.2% | $11.23万 | 加仓 |
| TKR | TIMKEN CO | $48.07万 | 0.06% | 3,308 | 632 | 23.6% | $9.18万 | 加仓 |
| WM | WASTE MGMT INC DEL | $48.43万 | 0.06% | 2,173 | -4 | -0.2% | -$892 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $48.55万 | 0.06% | 15,612 | -160 | -1.0% | -$4,976 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $48.62万 | 0.06% | 3,907 | 3,907 | — | $48.62万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $48.67万 | 0.06% | 991 | 991 | — | $48.67万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $48.81万 | 0.06% | 5,513 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $49.42万 | 0.06% | 9,306 | -3,125 | -25.1% | -$16.60万 | 减仓 |