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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | $6,582.45万 | 8.42% | 670,311 | 32,611 | 5.1% | $320.24万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $6,104.36万 | 7.81% | 1,925,060 | 3,339 | 0.2% | $10.59万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,853.08万 | 7.48% | 679,485 | 8,721 | 1.3% | $75.12万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $3,452.93万 | 4.42% | 1,189,025 | 62,237 | 5.5% | $180.74万 | 加仓 |
| BILZ | PIMCO ETF TR | $3,197.51万 | 4.09% | 316,805 | 13,938 | 4.6% | $140.68万 | 加仓 |
| NOBL | PROSHARES TR | $2,815.56万 | 3.60% | 501,346 | -9,636 | -1.9% | -$54.12万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2,350.54万 | 3.01% | 579,236 | 27,478 | 5.0% | $111.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,185.28万 | 2.79% | 59,055 | 2,939 | 5.2% | $108.76万 | 加仓 |
| IJR | ISHARES TR | $2,050.75万 | 2.62% | 138,274 | 708 | 0.5% | $10.50万 | 加仓 |
| CMI | CUMMINS INC | $1,819.42万 | 2.33% | 25,510 | -5,741 | -18.4% | -$409.46万 | 减仓 |
| 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 |
| UNH | UNITEDHEALTH GROUP INC | $1,732.01万 | 2.21% | 41,672 | 11,766 | 39.3% | $489.03万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,658.93万 | 2.12% | 63,697 | -655 | -1.0% | -$17.06万 | 减仓 |
| CSCO | CISCO SYS INC | $1,588.90万 | 2.03% | 135,272 | -32,171 | -19.2% | -$377.88万 | 减仓 |
| MMM | 3M CO | $1,553.89万 | 1.99% | 95,972 | 3,157 | 3.4% | $51.12万 | 加仓 |
| RTX | RTX CORPORATION | $1,510.53万 | 1.93% | 79,615 | 950 | 1.2% | $18.02万 | 加仓 |
| AAPL | APPLE INC | $1,339.24万 | 1.71% | 46,283 | 2,355 | 5.4% | $68.14万 | 加仓 |
| AMLP | ALPS ETF TR | $1,317.50万 | 1.68% | 254,098 | -220 | -0.1% | -$1.14万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,282.92万 | 1.64% | 263,650 | 7,000 | 2.7% | $34.06万 | 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 |
| GRMN | GARMIN LTD | $1,105.85万 | 1.41% | 46,554 | 1,266 | 2.8% | $30.07万 | 加仓 |
| ETN | EATON CORP PLC | $1,067.22万 | 1.36% | 25,045 | 1,413 | 6.0% | $60.21万 | 加仓 |
| T | AT&T INC | $1,033.72万 | 1.32% | 499,381 | 17,249 | 3.6% | $35.71万 | 加仓 |
| VO | VANGUARD INDEX FDS | $823.87万 | 1.05% | 102,256 | 96 | 0.1% | $7,735 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $781.87万 | 1.00% | 15,347 | 1,612 | 11.7% | $82.12万 | 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 |
| — | EXXON MOBIL CORP | $683.65万 | 0.87% | 50,004 | 1,014 | 2.1% | $13.86万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $652.44万 | 0.83% | 87,318 | 481 | 0.6% | $3.59万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $644.67万 | 0.82% | 22,925 | 2,625 | 12.9% | $73.82万 | 加仓 |
| USB | US BANCORP | $625.35万 | 0.80% | 103,535 | 619 | 0.6% | $3.74万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $589.41万 | 0.75% | 97,763 | 13,573 | 16.1% | $81.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $579.21万 | 0.74% | 15,528 | 1,224 | 8.6% | $45.66万 | 加仓 |
| CVX | CHEVRON CORPORATION | $533.15万 | 0.68% | 32,164 | -1,101 | -3.3% | -$18.25万 | 减仓 |
| GOOG | ALPHABET INC | $468.72万 | 0.60% | 13,266 | 555 | 4.4% | $19.61万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $445.14万 | 0.57% | 5,961 | 70 | 1.2% | $5.23万 | 加仓 |
| IVV | ISHARES TR | $436.50万 | 0.56% | 5,829 | 252 | 4.5% | $18.87万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $411.91万 | 0.53% | 121,722 | 11,261 | 10.2% | $38.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $406.11万 | 0.52% | 5,913 | 56 | 1.0% | $3.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $396.80万 | 0.51% | 12,122 | 495 | 4.3% | $16.20万 | 加仓 |
| EQL | ALPS ETF TR | $374.06万 | 0.48% | 74,145 | 3,324 | 4.7% | $16.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $367.99万 | 0.47% | 18,391 | 4,007 | 27.9% | $80.18万 | 加仓 |
| AVGO | BROADCOM INC | $353.64万 | 0.45% | 9,362 | 1,135 | 13.8% | $42.87万 | 加仓 |
| AMZN | AMAZON COM INC | $316.49万 | 0.40% | 13,279 | 1,745 | 15.1% | $41.59万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $313.77万 | 0.40% | 35,704 | 2,722 | 8.3% | $23.92万 | 加仓 |
| WMT | WALMART INC | $292.55万 | 0.37% | 25,830 | -1,092 | -4.1% | -$12.37万 | 减仓 |
| BA | BOEING CO | $281.52万 | 0.36% | 13,005 | 2,860 | 28.2% | $61.91万 | 加仓 |
| HBCP | HOMEBANCORP INC | $272.17万 | 0.35% | 39,721 | 3,708 | 10.3% | $25.41万 | 加仓 |
| OUSM | ALPS ETF TR | $256.93万 | 0.33% | 54,068 | 3,167 | 6.2% | $15.05万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $247.15万 | 0.32% | 68,406 | 479 | 0.7% | $1.73万 | 加仓 |
| TSLA | TESLA INC | $242.43万 | 0.31% | 5,764 | 499 | 9.5% | $20.99万 | 加仓 |
| OKE | ONEOK INC NEW | $240.79万 | 0.31% | 27,696 | 1,184 | 4.5% | $10.29万 | 加仓 |
| AIQ | GLOBAL X FDS | $228.78万 | 0.29% | 34,870 | 300 | 0.9% | $1.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $219.62万 | 0.28% | 4,389 | 147 | 3.5% | $7.36万 | 加仓 |
| PFE | PFIZER INC | $208.89万 | 0.27% | 86,749 | -412 | -0.5% | -$9,921 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $208.83万 | 0.27% | 81,448 | -55,450 | -40.5% | -$142.17万 | 减仓 |
| TLT | ISHARES TR | $202.49万 | 0.26% | 23,431 | 8,452 | 56.4% | $73.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $200.85万 | 0.26% | 11,102 | 484 | 4.6% | $8.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $195.56万 | 0.25% | 7,700 | -153 | -1.9% | -$3.89万 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $182.76万 | 0.23% | 59,472 | 23 | 0.0% | $707 | 加仓 |
| GLD | SPDR GOLD TR | $181.21万 | 0.23% | 4,919 | 382 | 8.4% | $14.07万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $177.99万 | 0.23% | 8,167 | -80 | -1.0% | -$1.74万 | 减仓 |
| GOOGL | ALPHABET INC | $167.52万 | 0.21% | 4,687 | 817 | 21.1% | $29.20万 | 加仓 |
| LLY | ELI LILLY & CO | $160.14万 | 0.20% | 1,335 | 195 | 17.1% | $23.39万 | 加仓 |
| ABBV | ABBVIE INC | $159.61万 | 0.20% | 6,343 | 483 | 8.2% | $12.15万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $154.65万 | 0.20% | 86,496 | 420 | 0.5% | $7,510 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $152.48万 | 0.19% | 34,853 | 16,816 | 93.2% | $73.57万 | 加仓 |
| ENFR | ALPS ETF TR | $147.23万 | 0.19% | 38,643 | 360 | 0.9% | $1.37万 | 加仓 |
| DGRO | ISHARES TR | $144.89万 | 0.19% | 19,117 | 37 | 0.2% | $2,804 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $142.07万 | 0.18% | 7,457 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $136.99万 | 0.18% | 37,154 | -336 | -0.9% | -$1.24万 | 减仓 |
| MRK | MERCK & CO INC | $136.35万 | 0.17% | 10,611 | 754 | 7.6% | $9.69万 | 加仓 |
| V | VISA INC | $135.55万 | 0.17% | 3,951 | 389 | 10.9% | $13.35万 | 加仓 |
| TXN | TEXAS INSTRS INC | $130.41万 | 0.17% | 4,375 | -149 | -3.3% | -$4.44万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $123.13万 | 0.16% | 24,219 | -991 | -3.9% | -$5.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $114.29万 | 0.15% | 4,830 | -131 | -2.6% | -$3.10万 | 减仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $106.08万 | 0.14% | 47,785 | 19,011 | 66.1% | $42.20万 | 加仓 |
| EME | EMCOR GROUP INC | $105.89万 | 0.14% | 1,276 | 17 | 1.4% | $1.41万 | 加仓 |
| SDOG | ALPS ETF TR | $103.86万 | 0.13% | 15,225 | 577 | 3.9% | $3.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $101.77万 | 0.13% | 4,783 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $99.72万 | 0.13% | 17,501 | 709 | 4.2% | $4.04万 | 加仓 |
| META | META PLATFORMS INC | $98.36万 | 0.13% | 1,746 | 530 | 43.6% | $29.86万 | 加仓 |
| PFF | ISHARES TR | $97.52万 | 0.12% | 31,983 | -644,207 | -95.3% | -$1,964.21万 | 减仓 |
| DE | DEERE & CO | $96.04万 | 0.12% | 1,514 | 63 | 4.3% | $4.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $93.18万 | 0.12% | 996 | 90 | 9.9% | $8.42万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $91.29万 | 0.12% | 19,954 | 139 | 0.7% | $6,359 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $90.70万 | 0.12% | 69,712 | -12,784 | -15.5% | -$16.63万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $89.92万 | 0.11% | 17,015 | 3,544 | 26.3% | $18.73万 | 加仓 |
| C | CITIGROUP INC | $89.87万 | 0.11% | 6,421 | 733 | 12.9% | $10.26万 | 加仓 |
| AMGN | AMGEN INC | $84.88万 | 0.11% | 2,344 | 65 | 2.9% | $2.35万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $84.87万 | 0.11% | 5,869 | 187 | 3.3% | $2.70万 | 加仓 |
| UNP | UNION PAC CORP | $83.64万 | 0.11% | 3,075 | 486 | 18.8% | $13.22万 | 加仓 |
| CVS | CVS HEALTH CORP | $80.85万 | 0.10% | 7,815 | 328 | 4.4% | $3.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $79.51万 | 0.10% | 1,080 | 72 | 7.1% | $5.30万 | 加仓 |
| GLW | CORNING INC | $76.96万 | 0.10% | 3,013 | -401 | -11.7% | -$10.24万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $76.91万 | 0.10% | 3,218 | 96 | 3.1% | $2.29万 | 加仓 |
| MUB | ISHARES TR | $75.14万 | 0.10% | 6,982 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $74.85万 | 0.10% | 12,990 | -60 | -0.5% | -$3,457 | 减仓 |
| NVO | NOVO-NORDISK A S | $74.79万 | 0.10% | 15,600 | 534 | 3.5% | $2.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.71万 | 0.10% | 17,645 | 1,383 | 8.5% | $5.86万 | 加仓 |
| QCOM | QUALCOMM INC | $73.94万 | 0.09% | 4,001 | 193 | 5.1% | $3.57万 | 加仓 |