Summit Financial, LLC
PARSIPPANY NJ · SEC CIK 0001765536
$78.49亿2026Q1 申报市值
1,397持仓数
22.7%前十大占比 · 第一大 7.1%
184 / 65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
SPYG 加仓+$3,682.14万
AAPL 加仓+$3,249.50万
SPYV 加仓+$3,179.95万
VTI 加仓+$2,261.07万
GOOG 加仓+$2,197.72万
2026Q1 卖出最多 按季末市值估算
FXO 减仓-$899.00万
WPM 减仓-$873.64万
FIRST TR EXCHANG 减仓-$719.72万
VICTORY PORTFOLI 清仓-$713.31万
VHT 减仓-$670.83万
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 |
|---|---|---|---|---|---|---|---|---|
| — | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -132,155 | -100.0% | -$713.31万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -10,474 | -100.0% | -$467.19万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -32,185 | -100.0% | -$456.54万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -66,280 | -100.0% | -$252.33万 | 清仓 |
| — | PUTNAM MASTER INTER INCOME T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -11,139 | -100.0% | -$196.04万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -37,590 | -100.0% | -$179.04万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -40,138 | -100.0% | -$136.67万 | 清仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -53,836 | -100.0% | -$117.92万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -29,487 | -100.0% | -$104.53万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -12,639 | -100.0% | -$102.42万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -41,864 | -100.0% | -$98.76万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,238 | -100.0% | -$96.31万 | 清仓 |
| LRGF | ISHARES TR | $0 | 0.00% | 0 | -12,436 | -100.0% | -$86.34万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -1,120,975 | -100.0% | -$82.73万 | 清仓 |
| SCMB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -31,160 | -100.0% | -$80.27万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -33,851 | -100.0% | -$72.95万 | 清仓 |
| — | PALLADYNE AI CORP | $0 | 0.00% | 0 | -143,032 | -100.0% | -$60.93万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | -24,545 | -100.0% | -$60.70万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,456 | -100.0% | -$57.90万 | 清仓 |
| — | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -14,853 | -100.0% | -$55.43万 | 清仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -26,596 | -100.0% | -$55.37万 | 清仓 |
| PTMC | PACER FDS TR | $0 | 0.00% | 0 | -14,899 | -100.0% | -$54.12万 | 清仓 |
| DAPP | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OBIL | RBB FD INC | $0 | 0.00% | 0 | -10,331 | -100.0% | -$51.86万 | 清仓 |
| — | VANECK ETHEREUM TR | $0 | 0.00% | 0 | -10,308 | -100.0% | -$44.78万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -15,175 | -100.0% | -$44.01万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -47,483 | -100.0% | -$40.79万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -3,321 | -100.0% | -$39.96万 | 清仓 |
| OUSA | ALPS ETF TR | $0 | 0.00% | 0 | -6,550 | -100.0% | -$37.79万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -35,794 | -100.0% | -$37.37万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -5,280 | -100.0% | -$36.12万 | 清仓 |
| — | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -4,621 | -100.0% | -$35.86万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,300 | -100.0% | -$34.64万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -1,175 | -100.0% | -$34.11万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -22,988 | -100.0% | -$33.79万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,335 | -100.0% | -$33.27万 | 清仓 |
| EYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -8,539 | -100.0% | -$32.73万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -1,235 | -100.0% | -$29.98万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,390 | -100.0% | -$29.86万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | -28,749 | -100.0% | -$28.89万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,264 | -100.0% | -$27.43万 | 清仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -17,215 | -100.0% | -$26.27万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,443 | -100.0% | -$24.81万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -1,556 | -100.0% | -$24.78万 | 清仓 |
| CCAP | CRESCENT CAP BDC INC | $0 | 0.00% | 0 | -17,080 | -100.0% | -$24.71万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -2,995 | -100.0% | -$24.66万 | 清仓 |
| ISCV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -1,570 | -100.0% | -$24.35万 | 清仓 |
| — | CALCIMEDICA INC | $0 | 0.00% | 0 | -35,484 | -100.0% | -$23.38万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EATON VANCE TAX MNGED BUY WR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FORWARD INDS INC N Y | $0 | 0.00% | 0 | -33,560 | -100.0% | -$22.18万 | 清仓 |
| TQQQ | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,266 | -100.0% | -$21.94万 | 清仓 |
| UBS | UBS GROUP AG | $0 | 0.00% | 0 | -4,729 | -100.0% | -$21.90万 | 清仓 |
| — | ROUNDHILL ETF TRUST | $0 | 0.00% | 0 | -6,725 | -100.0% | -$21.90万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -3,317 | -100.0% | -$21.83万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -126 | -100.0% | -$21.30万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -7,485 | -100.0% | -$21.01万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -4,163 | -100.0% | -$20.84万 | 清仓 |
| FHN | FIRST HORIZON CORPORATION | $0 | 0.00% | 0 | -8,571 | -100.0% | -$20.59万 | 清仓 |
| AGOX | STARBOARD INVT TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -421 | -100.0% | -$20.51万 | 清仓 |
| DIN | DINE BRANDS GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISCG | ISHARES TR | $0 | 0.00% | 0 | -3,671 | -100.0% | -$20.36万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XSW | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,069 | -100.0% | -$20.01万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -15,864 | -100.0% | -$19.29万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -42,410 | -100.0% | -$9.97万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -22,382 | -100.0% | -$8.62万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -19,211 | -100.0% | -$8.12万 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -11,930 | -100.0% | -$5.43万 | 清仓 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -22,934 | -100.0% | -$5.18万 | 清仓 |
| — | UPEXI INC | $1.33万 | 0.00% | 13,500 | 13,500 | — | $1.33万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $3.54万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| — | SOW GOOD INC | $3.71万 | 0.00% | 92,500 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $4.98万 | 0.00% | 11,148 | 11,148 | — | $4.98万 | 新建仓 |
| — | SELECTQUOTE INC | $5.01万 | 0.00% | 79,625 | 79,625 | — | $5.01万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.63万 | 0.00% | 11,936 | -19 | -0.2% | -$90 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5.75万 | 0.00% | 13,087 | 13,087 | — | $5.75万 | 新建仓 |
| — | FORTRESS BIOTECH INC | $5.76万 | 0.00% | 20,659 | -419,269 | -95.3% | -$116.98万 | 减仓 |
| — | MOTORSPORT GAMES INC | $6.30万 | 0.00% | 15,360 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $6.74万 | 0.00% | 12,194 | 50 | 0.4% | $277 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $7.60万 | 0.00% | 11,060 | -26,628 | -70.7% | -$18.29万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $8.71万 | 0.00% | 11,386 | 345 | 3.1% | $2,639 | 加仓 |
| AI | C3 AI INC | $9.32万 | 0.00% | 11,072 | 100 | 0.9% | $842 | 加仓 |