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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TR EXCHANGE-TRADED FD | $22.85万 | 0.03% | 4,525 | -800 | -15.0% | -$4.04万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $22.81万 | 0.03% | 5,213 | 0 | 0.0% | — | 不变 |
| — | CATALYST BANCORP INC | $22.45万 | 0.03% | 13,600 | -4,600 | -25.3% | -$7.59万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $22.40万 | 0.03% | 6,734 | 6,734 | — | $22.40万 | 新建仓 |
| SBUX | STARBUCKS CORP | $22.14万 | 0.03% | 2,166 | 2,166 | — | $22.14万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.10万 | 0.03% | 1,459 | 1,459 | — | $22.10万 | 新建仓 |
| IYE | ISHARES TR | $21.86万 | 0.03% | 3,862 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $21.80万 | 0.03% | 9,300 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $21.74万 | 0.03% | 1,262 | 1,262 | — | $21.74万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.72万 | 0.03% | 788 | 788 | — | $21.72万 | 新建仓 |
| LOW | LOWES COS INC | $21.54万 | 0.03% | 977 | 38 | 4.0% | $8,379 | 加仓 |
| GE | GE AEROSPACE | $21.49万 | 0.03% | 575 | 575 | — | $21.49万 | 新建仓 |
| KTF | DWS MUN INCOME TR | $20.70万 | 0.03% | 22,500 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $20.65万 | 0.03% | 1,728 | 1,728 | — | $20.65万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.56万 | 0.03% | 918 | 918 | — | $20.56万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $20.52万 | 0.03% | 15,715 | 15,715 | — | $20.52万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $20.47万 | 0.03% | 5,792 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $20.25万 | 0.03% | 1,800 | 1,800 | — | $20.25万 | 新建仓 |
| IEF | ISHARES TR | $20.01万 | 0.03% | 2,116 | 2,116 | — | $20.01万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $19.20万 | 0.02% | 28,154 | 16,000 | 131.6% | $10.91万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $18.54万 | 0.02% | 12,957 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $16.73万 | 0.02% | 14,250 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $16.68万 | 0.02% | 12,000 | 273 | 2.3% | $3,795 | 加仓 |
| VG | VENTURE GLOBAL INC | $15.80万 | 0.02% | 14,193 | -300 | -2.1% | -$3,339 | 减仓 |
| FLO | FLOWERS FOODS INC | $11.67万 | 0.01% | 14,778 | 14,778 | — | $11.67万 | 新建仓 |
| 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 |