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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | $6,009.69万 | 8.52% | 637,700 | 39,729 | 6.6% | $374.41万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,895.84万 | 8.36% | 1,921,721 | -60,273 | -3.0% | -$184.92万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,883.07万 | 6.92% | 111,794 | 1,776 | 1.6% | $77.57万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $3,271.07万 | 4.64% | 1,126,788 | 99,072 | 9.6% | $287.61万 | 加仓 |
| BILZ | PIMCO ETF TR | $3,058.05万 | 4.34% | 302,867 | 26,045 | 9.4% | $262.98万 | 加仓 |
| NOBL | PROSHARES TR | $2,708.46万 | 3.84% | 255,491 | -3,335 | -1.3% | -$35.35万 | 减仓 |
| PFF | ISHARES TR | $2,050.21万 | 2.91% | 676,190 | -24,319 | -3.5% | -$73.74万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,984.12万 | 2.81% | 551,758 | 12,261 | 2.3% | $44.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,800.26万 | 2.55% | 56,116 | 826 | 1.5% | $26.50万 | 加仓 |
| IJR | ISHARES TR | $1,710.09万 | 2.42% | 137,566 | -5,363 | -3.8% | -$66.67万 | 减仓 |
| CMI | CUMMINS INC | $1,681.38万 | 2.38% | 31,251 | -115 | -0.4% | -$6.19万 | 减仓 |
| VLO | VALERO ENERGY CORP | $1,590.01万 | 2.25% | 64,352 | -17,012 | -20.9% | -$420.33万 | 减仓 |
| RTX | RTX CORPORATION | $1,517.44万 | 2.15% | 78,665 | -21,147 | -21.2% | -$407.92万 | 减仓 |
| T | AT&T INC | $1,397.70万 | 1.98% | 482,132 | 4,270 | 0.9% | $12.38万 | 加仓 |
| MMM | 3M CO | $1,347.95万 | 1.91% | 92,815 | 1,668 | 1.8% | $24.22万 | 加仓 |
| AMLP | ALPS ETF TR | $1,338.73万 | 1.90% | 254,318 | -4,856 | -1.9% | -$25.56万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,303.78万 | 1.85% | 256,650 | 26,209 | 11.4% | $133.14万 | 加仓 |
| CSCO | CISCO SYS INC | $1,299.19万 | 1.84% | 167,443 | 2,048 | 1.2% | $15.89万 | 加仓 |
| AAPL | APPLE INC | $1,114.85万 | 1.58% | 43,928 | 317 | 0.7% | $8.05万 | 加仓 |
| GRMN | GARMIN LTD | $1,050.73万 | 1.49% | 45,288 | 828 | 1.9% | $19.21万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,011.40万 | 1.43% | 395,850 | 25,559 | 6.9% | $65.30万 | 加仓 |
| ETN | EATON CORP PLC | $845.25万 | 1.20% | 23,632 | 1,158 | 5.2% | $41.42万 | 加仓 |
| — | EXXON MOBIL CORP | $831.16万 | 1.18% | 48,990 | -2,253 | -4.4% | -$38.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $830.13万 | 1.18% | 13,735 | 396 | 3.0% | $23.93万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $809.23万 | 1.15% | 29,906 | 25,210 | 536.8% | $682.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $733.44万 | 1.04% | 25,540 | 450 | 1.8% | $12.92万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $717.13万 | 1.02% | 126,523 | 17,393 | 15.9% | $98.58万 | 加仓 |
| GPC | GENUINE PARTS CO | $699.36万 | 0.99% | 66,133 | -2,086 | -3.1% | -$22.06万 | 减仓 |
| CVX | CHEVRON CORPORATION | $688.24万 | 0.98% | 33,265 | 329 | 1.0% | $6.81万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $552.20万 | 0.78% | 86,837 | 520 | 0.6% | $3.31万 | 加仓 |
| USB | US BANCORP | $535.27万 | 0.76% | 102,916 | -2,073 | -2.0% | -$10.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $529.49万 | 0.75% | 14,304 | 2,580 | 22.0% | $95.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $492.05万 | 0.70% | 20,300 | 1,471 | 7.8% | $35.66万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $465.07万 | 0.66% | 84,190 | 16,146 | 23.7% | $89.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $383.11万 | 0.54% | 5,891 | 81 | 1.4% | $5.27万 | 加仓 |
| GOOG | ALPHABET INC | $364.62万 | 0.52% | 12,711 | -54 | -0.4% | -$1.55万 | 减仓 |
| IVV | ISHARES TR | $364.27万 | 0.52% | 5,577 | 1,725 | 44.8% | $112.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $349.97万 | 0.50% | 5,857 | 371 | 6.8% | $22.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $342.03万 | 0.48% | 11,627 | 329 | 2.9% | $9.68万 | 加仓 |
| EQL | ALPS ETF TR | $336.82万 | 0.48% | 70,821 | 2,498 | 3.7% | $11.88万 | 加仓 |
| WMT | WALMART INC | $334.59万 | 0.47% | 26,922 | 905 | 3.5% | $11.25万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $321.77万 | 0.46% | 110,461 | 5,922 | 5.7% | $17.25万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $311.58万 | 0.44% | 136,898 | 20,317 | 17.4% | $46.24万 | 加仓 |
| AVGO | BROADCOM INC | $254.64万 | 0.36% | 8,227 | 63 | 0.8% | $1.95万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $252.44万 | 0.36% | 32,982 | 2,307 | 7.5% | $17.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $250.85万 | 0.36% | 14,384 | 872 | 6.5% | $15.21万 | 加仓 |
| PFE | PFIZER INC | $244.75万 | 0.35% | 87,161 | -2,301 | -2.6% | -$6.46万 | 减仓 |
| AMZN | AMAZON COM INC | $240.22万 | 0.34% | 11,534 | 365 | 3.3% | $7.60万 | 加仓 |
| OKE | ONEOK INC NEW | $239.64万 | 0.34% | 26,512 | 233 | 0.9% | $2.11万 | 加仓 |
| OUSM | ALPS ETF TR | $222.64万 | 0.32% | 50,901 | 2,761 | 5.7% | $12.08万 | 加仓 |
| HBCP | HOMEBANCORP INC | $218.17万 | 0.31% | 36,013 | 8,539 | 31.1% | $51.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $203.28万 | 0.29% | 4,242 | -2,572 | -37.7% | -$123.25万 | 减仓 |
| BA | BOEING CO | $201.92万 | 0.29% | 10,145 | 2,282 | 29.0% | $45.42万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $197.53万 | 0.28% | 67,927 | -1,995 | -2.9% | -$5.80万 | 减仓 |
| TSLA | TESLA INC | $195.73万 | 0.28% | 5,265 | 133 | 2.6% | $4.94万 | 加仓 |
| GLD | SPDR GOLD TR | $195.22万 | 0.28% | 4,537 | -183 | -3.9% | -$7.87万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $191.96万 | 0.27% | 7,853 | 662 | 9.2% | $16.18万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $175.56万 | 0.25% | 10,618 | -155 | -1.4% | -$2.56万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $161.81万 | 0.23% | 8,247 | -162 | -1.9% | -$3.18万 | 减仓 |
| AIQ | GLOBAL X FDS | $161.34万 | 0.23% | 34,570 | 2,100 | 6.5% | $9.80万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $160.75万 | 0.23% | 59,449 | 59,449 | — | $160.75万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $152.78万 | 0.22% | 86,076 | 4,953 | 6.1% | $8.79万 | 加仓 |
| ENFR | ALPS ETF TR | $146.28万 | 0.21% | 38,283 | 435 | 1.1% | $1.66万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $137.03万 | 0.19% | 82,496 | 10,288 | 14.2% | $17.09万 | 加仓 |
| DGRO | ISHARES TR | $133.90万 | 0.19% | 19,080 | 13 | 0.1% | $912 | 加仓 |
| TLT | ISHARES TR | $129.85万 | 0.18% | 14,979 | 9,171 | 157.9% | $79.50万 | 加仓 |
| ABBV | ABBVIE INC | $127.45万 | 0.18% | 5,860 | 17 | 0.3% | $3,697 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $125.07万 | 0.18% | 25,210 | 628 | 2.6% | $3.12万 | 加仓 |
| MRK | MERCK & CO INC | $118.57万 | 0.17% | 9,857 | -6 | -0.1% | -$722 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $116.07万 | 0.16% | 37,490 | -40 | -0.1% | -$1,238 | 减仓 |
| GOOGL | ALPHABET INC | $111.30万 | 0.16% | 3,870 | 294 | 8.2% | $8.46万 | 加仓 |
| V | VISA INC | $107.66万 | 0.15% | 3,562 | -48 | -1.3% | -$1.45万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.68万 | 0.15% | 4,961 | 1 | 0.0% | $215 | 加仓 |
| LLY | ELI LILLY & CO | $104.86万 | 0.15% | 1,140 | -18 | -1.6% | -$1.66万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $99.10万 | 0.14% | 7,457 | 74 | 1.0% | $9,835 | 加仓 |
| SDOG | ALPS ETF TR | $95.26万 | 0.14% | 14,648 | -1,165 | -7.4% | -$7.58万 | 减仓 |
| RRBI | RED RIVER BANCSHARES INC | $93.15万 | 0.13% | 10,300 | -2,200 | -17.6% | -$19.90万 | 减仓 |
| EME | EMCOR GROUP INC | $92.95万 | 0.13% | 1,259 | -5 | -0.4% | -$3,692 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $91.80万 | 0.13% | 4,783 | 1,371 | 40.2% | $26.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $90.28万 | 0.13% | 906 | 130 | 16.8% | $12.95万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $88.59万 | 0.13% | 3,122 | 153 | 5.2% | $4.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $87.83万 | 0.12% | 4,524 | 126 | 2.9% | $2.45万 | 加仓 |
| BAC | BANK AMERICA CORP | $81.86万 | 0.12% | 16,792 | 923 | 5.8% | $4.50万 | 加仓 |
| DE | DEERE & CO | $81.73万 | 0.12% | 1,451 | 117 | 8.8% | $6.59万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $81.64万 | 0.12% | 16,262 | 2,393 | 17.3% | $12.01万 | 加仓 |
| AMGN | AMGEN INC | $80.19万 | 0.11% | 2,279 | 16 | 0.7% | $5,630 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $79.15万 | 0.11% | 13,050 | 1,549 | 13.5% | $9.39万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $78.23万 | 0.11% | 19,815 | 1,753 | 9.7% | $6.92万 | 加仓 |
| PEP | PEPSICO INC | $76.60万 | 0.11% | 4,933 | 382 | 8.4% | $5.93万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $76.15万 | 0.11% | 12,431 | -39,687 | -76.1% | -$243.12万 | 减仓 |
| NEM | NEWMONT CORP | $76.14万 | 0.11% | 7,034 | 246 | 3.6% | $2.66万 | 加仓 |
| MUB | ISHARES TR | $74.11万 | 0.11% | 6,982 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $69.57万 | 0.10% | 1,216 | 90 | 8.0% | $5.15万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $68.08万 | 0.10% | 43,307 | 2,758 | 6.8% | $4.34万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $67.62万 | 0.10% | 18,037 | 7,496 | 71.1% | $28.10万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $67.41万 | 0.10% | 5,682 | 65 | 1.2% | $7,711 | 加仓 |
| C | CITIGROUP INC | $64.50万 | 0.09% | 5,688 | 227 | 4.2% | $2.57万 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $64.31万 | 0.09% | 28,774 | 11,834 | 69.9% | $26.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $64.08万 | 0.09% | 6,514 | 4,078 | 167.4% | $40.12万 | 加仓 |
| UNP | UNION PAC CORP | $62.82万 | 0.09% | 2,589 | 109 | 4.4% | $2.64万 | 加仓 |