Summit Financial, LLC
PARSIPPANY NJ · SEC CIK 0001765536
$91.21亿2026Q2 申报市值
1,580持仓数
23.5%前十大占比 · 第一大 7.1%
222 / 61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
ICSH 加仓+$5,673.95万
IVV 加仓+$3,402.44万
GBND 新建仓+$2,005.99万
CIEN 加仓+$1,958.56万
NVDA 加仓+$1,462.82万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$2,802.41万
TLT 减仓-$2,711.04万
AIQ 减仓-$2,674.28万
IBDY 减仓-$2,305.27万
IBDZ 减仓-$1,825.20万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $6.49亿 | 7.11% | 1,752,517 | 20,800 | 1.2% | $769.68万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.94亿 | 3.22% | 3,511,693 | 59,473 | 1.7% | $498.09万 | 加仓 |
| IVV | ISHARES TR | $2.26亿 | 2.47% | 301,387 | 45,433 | 17.8% | $3,402.44万 | 加仓 |
| AAPL | APPLE INC | $1.97亿 | 2.16% | 680,491 | 20,474 | 3.1% | $592.44万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.56亿 | 1.71% | 1,813,507 | 109,093 | 6.4% | $939.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.53亿 | 1.67% | 763,018 | 73,108 | 10.6% | $1,462.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.26亿 | 1.38% | 577,286 | 24,338 | 4.4% | $530.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.19亿 | 1.30% | 172,958 | 10,980 | 6.8% | $754.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.13亿 | 1.24% | 151,265 | 2,598 | 1.7% | $194.50万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.08亿 | 1.18% | 356,488 | 11,935 | 3.5% | $361.59万 | 加仓 |
| AMZN | AMAZON COM INC | $9,891.77万 | 1.08% | 415,028 | 7,095 | 1.7% | $169.10万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $9,382.65万 | 1.03% | 1,753,766 | 90,281 | 5.4% | $483.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $9,066.27万 | 0.99% | 122,994 | 69 | 0.1% | $5.09万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,679.78万 | 0.95% | 232,689 | -4,450 | -1.9% | -$165.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,540.97万 | 0.94% | 170,686 | 4,198 | 2.5% | $210.06万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $8,248.30万 | 0.90% | 693,192 | 35,198 | 5.3% | $418.82万 | 加仓 |
| PYLD | PIMCO ETF TR | $7,552.03万 | 0.83% | 2,847,673 | 350,760 | 14.0% | $930.22万 | 加仓 |
| GOOG | ALPHABET INC | $6,611.08万 | 0.72% | 187,108 | 1,418 | 0.8% | $50.10万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $6,228.70万 | 0.68% | 1,024,625 | 59,154 | 6.1% | $359.60万 | 加仓 |
| ICSH | ISHARES TR | $6,084.99万 | 0.67% | 1,203,043 | 1,121,777 | 1,380.4% | $5,673.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,721.48万 | 0.63% | 803,015 | 28,299 | 3.7% | $201.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,713.05万 | 0.63% | 174,535 | -21,704 | -11.1% | -$710.44万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $5,433.68万 | 0.60% | 223,617 | 7,786 | 3.6% | $189.19万 | 加仓 |
| AVGO | BROADCOM INC | $5,426.94万 | 0.60% | 143,665 | 2,561 | 1.8% | $96.74万 | 加仓 |
| IEFA | ISHARES TR | $5,248.51万 | 0.58% | 543,437 | -22,787 | -4.0% | -$220.08万 | 减仓 |
| META | META PLATFORMS INC | $4,751.67万 | 0.52% | 84,356 | 3,673 | 4.6% | $206.90万 | 加仓 |
| IWM | ISHARES TR | $4,730.66万 | 0.52% | 157,452 | 9,067 | 6.1% | $272.42万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,728.85万 | 0.52% | 586,924 | 75,568 | 14.8% | $608.85万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,461.01万 | 0.49% | 852,313 | 77,818 | 10.0% | $407.30万 | 加仓 |
| TSLA | TESLA INC | $4,397.24万 | 0.48% | 104,547 | 4,945 | 5.0% | $207.99万 | 加仓 |
| SMH | VANECK ETF TRUST | $4,339.05万 | 0.48% | 66,155 | -14,751 | -18.2% | -$967.51万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $4,084.86万 | 0.45% | 206,724 | 11,714 | 6.0% | $231.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,999.20万 | 0.44% | 55,314 | 1,012 | 1.9% | $73.17万 | 加仓 |
| CAT | CATERPILLAR INC | $3,940.40万 | 0.43% | 37,003 | 138 | 0.4% | $14.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,875.44万 | 0.42% | 332,171 | 1,920 | 0.6% | $22.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,868.04万 | 0.42% | 66,586 | -3,219 | -4.6% | -$186.99万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,824.60万 | 0.42% | 33,134 | -3,850 | -10.4% | -$444.40万 | 减仓 |
| LLY | ELI LILLY & CO | $3,777.62万 | 0.41% | 31,495 | 3,172 | 11.2% | $380.46万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,544.27万 | 0.39% | 116,926 | 6,844 | 6.2% | $207.46万 | 加仓 |
| IUSB | ISHARES TR | $3,535.87万 | 0.39% | 766,169 | 51,763 | 7.2% | $238.89万 | 加仓 |
| IJH | ISHARES TR | $3,523.96万 | 0.39% | 457,005 | 20,098 | 4.6% | $154.98万 | 加仓 |
| AGG | ISHARES TR | $3,485.80万 | 0.38% | 352,172 | 31,061 | 9.7% | $307.44万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $3,476.67万 | 0.38% | 766,801 | -40,592 | -5.0% | -$184.04万 | 减仓 |
| IEMG | ISHARES INC | $3,447.80万 | 0.38% | 416,200 | 16,215 | 4.1% | $134.32万 | 加仓 |
| IBDV | ISHARES TR | $3,358.22万 | 0.37% | 1,540,468 | -69,165 | -4.3% | -$150.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,311.47万 | 0.36% | 155,636 | 2,716 | 1.8% | $57.79万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,309.03万 | 0.36% | 977,847 | 39,481 | 4.2% | $133.60万 | 加仓 |
| EFAV | ISHARES TR | $3,298.55万 | 0.36% | 376,075 | 1,754 | 0.5% | $15.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,291.66万 | 0.36% | 32,547 | -4,625 | -12.4% | -$467.75万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $3,244.82万 | 0.36% | 75,206 | -11,303 | -13.1% | -$487.68万 | 减仓 |
| WMT | WALMART INC | $3,240.86万 | 0.36% | 286,143 | 43,375 | 17.9% | $491.27万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,214.08万 | 0.35% | 388,878 | 22,587 | 6.2% | $186.68万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3,137.67万 | 0.34% | 206,793 | -3,860 | -1.8% | -$58.57万 | 减仓 |
| ITOT | ISHARES TR | $3,127.69万 | 0.34% | 190,400 | -14,617 | -7.1% | -$240.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,023.91万 | 0.33% | 119,066 | 261 | 0.2% | $6.63万 | 加仓 |
| IBDY | ISHARES TR | $2,943.23万 | 0.32% | 1,143,222 | -895,423 | -43.9% | -$2,305.27万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,936.70万 | 0.32% | 304,353 | -17,412 | -5.4% | -$168.01万 | 减仓 |
| IBDX | ISHARES TR | $2,922.49万 | 0.32% | 1,160,179 | -424,395 | -26.8% | -$1,069.05万 | 减仓 |
| IBDW | ISHARES TR | $2,917.56万 | 0.32% | 1,399,981 | -500,254 | -26.3% | -$1,042.53万 | 减仓 |
| IBDU | ISHARES TR | $2,848.56万 | 0.31% | 1,229,949 | 116,244 | 10.4% | $269.22万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $2,840.26万 | 0.31% | 366,127 | 117,020 | 47.0% | $907.79万 | 加仓 |
| IBDT | ISHARES TR | $2,751.56万 | 0.30% | 1,089,727 | 540,858 | 98.5% | $1,365.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,751.18万 | 0.30% | 934,822 | 166,546 | 21.7% | $490.14万 | 加仓 |
| IBDZ | ISHARES TR | $2,747.53万 | 0.30% | 1,054,715 | -700,652 | -39.9% | -$1,825.20万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,726.96万 | 0.30% | 242,785 | 1,396 | 0.6% | $15.68万 | 加仓 |
| IVE | ISHARES TR | $2,662.56万 | 0.29% | 117,262 | 2,620 | 2.3% | $59.49万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,659.68万 | 0.29% | 445,583 | 22,774 | 5.4% | $135.94万 | 加仓 |
| IWO | ISHARES TR | $2,512.90万 | 0.28% | 63,786 | 17,950 | 39.2% | $707.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,482.67万 | 0.27% | 26,539 | 326 | 1.2% | $30.50万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,466.97万 | 0.27% | 156,108 | 8,344 | 5.6% | $131.86万 | 加仓 |
| — | EXXON MOBIL CORP | $2,462.65万 | 0.27% | 180,124 | 4,247 | 2.4% | $58.06万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,404.99万 | 0.26% | 975,260 | 58,474 | 6.4% | $144.20万 | 加仓 |
| CIEN | CIENA CORP | $2,400.51万 | 0.26% | 48,934 | 39,925 | 443.2% | $1,958.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,361.58万 | 0.26% | 49,353 | 1,571 | 3.3% | $75.17万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,347.40万 | 0.26% | 44,815 | -130 | -0.3% | -$6.81万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,346.79万 | 0.26% | 543,993 | 11,131 | 2.1% | $48.02万 | 加仓 |
| ABBV | ABBVIE INC | $2,343.00万 | 0.26% | 93,109 | 4,080 | 4.6% | $102.67万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,327.06万 | 0.26% | 509,687 | 18,993 | 3.9% | $86.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,302.30万 | 0.25% | 120,843 | -1,496 | -1.2% | -$28.50万 | 减仓 |
| GLD | SPDR GOLD TR | $2,280.09万 | 0.25% | 61,895 | 4,246 | 7.4% | $156.41万 | 加仓 |
| IWF | ISHARES TR | $2,271.75万 | 0.25% | 182,955 | 6,551 | 3.7% | $81.34万 | 加仓 |
| V | VISA INC | $2,177.27万 | 0.24% | 63,461 | -3,102 | -4.7% | -$106.43万 | 减仓 |
| IWD | ISHARES TR | $2,117.17万 | 0.23% | 87,331 | 2,841 | 3.4% | $68.87万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,048.64万 | 0.22% | 86,579 | 7,081 | 8.9% | $167.55万 | 加仓 |
| IJR | ISHARES TR | $2,037.32万 | 0.22% | 137,369 | 6,179 | 4.7% | $91.64万 | 加仓 |
| GBND | GOLDMAN SACHS ETF TR | $2,005.99万 | 0.22% | 396,755 | 396,755 | — | $2,005.99万 | 新建仓 |
| MRK | MERCK & CO INC | $1,989.23万 | 0.22% | 153,789 | 5,356 | 3.6% | $69.28万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,981.40万 | 0.22% | 433,566 | 25,850 | 6.3% | $118.13万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,910.10万 | 0.21% | 231,192 | -6,822 | -2.9% | -$56.36万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,908.20万 | 0.21% | 417,093 | 56,778 | 15.8% | $259.76万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,898.55万 | 0.21% | 117,528 | -1,763 | -1.5% | -$28.48万 | 减仓 |
| CSCO | CISCO SYS INC | $1,896.41万 | 0.21% | 161,451 | 4,496 | 2.9% | $52.81万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,882.78万 | 0.21% | 181,107 | -34,332 | -15.9% | -$356.91万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,874.56万 | 0.21% | 248,254 | -8,390 | -3.3% | -$63.35万 | 减仓 |
| URI | UNITED RENTALS INC | $1,858.58万 | 0.20% | 16,406 | 128 | 0.8% | $14.50万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,807.89万 | 0.20% | 356,903 | 1,519 | 0.4% | $7.69万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,802.99万 | 0.20% | 23,626 | -93 | -0.4% | -$7.10万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,794.34万 | 0.20% | 209,889 | 9,545 | 4.8% | $81.60万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,752.26万 | 0.19% | 552,588 | 35,578 | 6.9% | $112.82万 | 加仓 |
| EWJ | ISHARES INC | $1,750.99万 | 0.19% | 187,734 | -658 | -0.3% | -$6.14万 | 减仓 |