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 |
|---|---|---|---|---|---|---|---|---|
| DOV | DOVER CORP | $136.69万 | 0.01% | 6,095 | -41 | -0.7% | -$9,195 | 减仓 |
| F | FORD MTR CO | $136.92万 | 0.02% | 98,507 | 7,654 | 8.4% | $10.64万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $137.18万 | 0.02% | 39,752 | -42 | -0.1% | -$1,449 | 减仓 |
| MPC | MARATHON PETE CORP | $137.56万 | 0.02% | 5,380 | 534 | 11.0% | $13.65万 | 加仓 |
| URG | UR-ENERGY INC | $137.76万 | 0.02% | 1,012,927 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $138.29万 | 0.02% | 24,886 | 6,101 | 32.5% | $33.90万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $138.39万 | 0.02% | 37,565 | -156 | -0.4% | -$5,747 | 减仓 |
| FDX | FEDEX CORP | $138.65万 | 0.02% | 4,412 | 344 | 8.5% | $10.81万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $138.75万 | 0.02% | 38,025 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $138.82万 | 0.02% | 4,969 | 274 | 5.8% | $7.65万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $139.29万 | 0.02% | 62,572 | 1,303 | 2.1% | $2.90万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $139.57万 | 0.02% | 14,157 | -64 | -0.5% | -$6,310 | 减仓 |
| MCO | MOODYS CORP | $139.88万 | 0.02% | 3,088 | 426 | 16.0% | $19.30万 | 加仓 |
| ORI | OLD REP INTL CORP | $140.97万 | 0.02% | 34,450 | -496 | -1.4% | -$2.03万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $141.62万 | 0.02% | 10,525 | -389 | -3.6% | -$5.23万 | 减仓 |
| MTUM | ISHARES TR | $142.04万 | 0.02% | 4,143 | -2,313 | -35.8% | -$79.30万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $143.22万 | 0.02% | 11,509 | -1,919 | -14.3% | -$23.88万 | 减仓 |
| WPC | WP CAREY INC | $143.52万 | 0.02% | 19,812 | -926 | -4.5% | -$6.71万 | 减仓 |
| WELL | WELLTOWER INC | $143.97万 | 0.02% | 6,343 | -1 | -0.0% | -$227 | 减仓 |
| — | PACER FDS TR | $144.51万 | 0.02% | 26,070 | 26,070 | — | $144.51万 | 新建仓 |
| SDOG | ALPS ETF TR | $144.70万 | 0.02% | 21,211 | -334 | -1.6% | -$2.28万 | 减仓 |
| — | PACER FDS TR | $144.78万 | 0.02% | 28,220 | 28,220 | — | $144.78万 | 新建仓 |
| SSO | PROSHARES TR | $145.26万 | 0.02% | 21,558 | 21,558 | — | $145.26万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $145.34万 | 0.02% | 13,271 | -871 | -6.2% | -$9.54万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $145.72万 | 0.02% | 11,805 | 654 | 5.9% | $8.07万 | 加仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $145.81万 | 0.02% | 173,581 | 32,749 | 23.3% | $27.51万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $146.16万 | 0.02% | 8,141 | -21 | -0.3% | -$3,770 | 减仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $146.46万 | 0.02% | 126,014 | 20,543 | 19.5% | $23.88万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $147.31万 | 0.02% | 12,616 | 1,497 | 13.5% | $17.48万 | 加仓 |
| SHEL | SHELL PLC | $147.32万 | 0.02% | 19,000 | 51 | 0.3% | $3,954 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $147.67万 | 0.02% | 5,236 | 634 | 13.8% | $17.88万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $148.42万 | 0.02% | 29,815 | 2,836 | 10.5% | $14.12万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $148.46万 | 0.02% | 36,529 | 239 | 0.7% | $9,713 | 加仓 |
| SDCI | USCF ETF TR | $148.66万 | 0.02% | 56,225 | 17,345 | 44.6% | $45.86万 | 加仓 |
| HACK | AMPLIFY ETF TR | $148.76万 | 0.02% | 14,177 | 6,688 | 89.3% | $70.18万 | 加仓 |
| DBEF | DBX ETF TR | $149.07万 | 0.02% | 27,288 | 1,750 | 6.9% | $9.56万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $149.89万 | 0.02% | 39,728 | 7,815 | 24.5% | $29.49万 | 加仓 |
| SMC | SUMMIT MIDSTREAM CORPORATION | $150.90万 | 0.02% | 52,985 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $151.44万 | 0.02% | 20,342 | 257 | 1.3% | $1.91万 | 加仓 |
| DHR | DANAHER CORP DEL | $151.97万 | 0.02% | 7,962 | 1,441 | 22.1% | $27.51万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $153.76万 | 0.02% | 48,096 | 4,744 | 10.9% | $15.17万 | 加仓 |
| MBB | ISHARES TR | $154.82万 | 0.02% | 16,379 | 2,106 | 14.8% | $19.91万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $154.84万 | 0.02% | 30,767 | 348 | 1.1% | $1.75万 | 加仓 |
| GLDM | WORLD GOLD TR | $154.85万 | 0.02% | 19,497 | -7,264 | -27.1% | -$57.69万 | 减仓 |
| HYG | ISHARES TR | $156.28万 | 0.02% | 19,542 | -2,123 | -9.8% | -$16.98万 | 减仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $156.89万 | 0.02% | 30,938 | 1,143 | 3.8% | $5.80万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $158.49万 | 0.02% | 61,596 | 4,592 | 8.1% | $11.82万 | 加仓 |
| — | 2023 ETF SERIES TRUST | $158.51万 | 0.02% | 63,505 | -6,732 | -9.6% | -$16.80万 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $158.53万 | 0.02% | 111,955 | 1,238 | 1.1% | $1.75万 | 加仓 |
| IYW | ISHARES TR | $159.51万 | 0.02% | 6,324 | 1,863 | 41.8% | $46.99万 | 加仓 |
| EEMS | ISHARES INC | $159.57万 | 0.02% | 21,026 | -1,860 | -8.1% | -$14.12万 | 减仓 |
| EMXC | ISHARES INC | $160.73万 | 0.02% | 15,712 | 3,411 | 27.7% | $34.89万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $161.53万 | 0.02% | 17,619 | 2,556 | 17.0% | $23.43万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $161.60万 | 0.02% | 33,893 | 58 | 0.2% | $2,765 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $162.73万 | 0.02% | 21,065 | -824 | -3.8% | -$6.37万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $162.76万 | 0.02% | 38,958 | 604 | 1.6% | $2.52万 | 加仓 |
| IJK | ISHARES TR | $163.26万 | 0.02% | 13,895 | -40 | -0.3% | -$4,700 | 减仓 |
| PFFA | ETFIS SER TR I | $163.48万 | 0.02% | 79,475 | 28,047 | 54.5% | $57.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $163.96万 | 0.02% | 53,293 | 53,293 | — | $163.96万 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $164.19万 | 0.02% | 30,542 | -1,267 | -4.0% | -$6.81万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $164.27万 | 0.02% | 30,404 | 380 | 1.3% | $2.05万 | 加仓 |
| VNT | VONTIER CORPORATION | $165.51万 | 0.02% | 57,071 | -1,958 | -3.3% | -$5.68万 | 减仓 |
| MLN | VANECK ETF TRUST | $167.27万 | 0.02% | 94,076 | -279,654 | -74.8% | -$497.23万 | 减仓 |
| TER | TERADYNE INC | $167.89万 | 0.02% | 3,470 | 122 | 3.6% | $5.90万 | 加仓 |
| — | ISHARES ETHEREUM TR | $168.03万 | 0.02% | 141,319 | -6,171 | -4.2% | -$7.34万 | 减仓 |
| AIPO | TIDAL TRUST II | $168.30万 | 0.02% | 50,375 | 50,375 | — | $168.30万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $169.29万 | 0.02% | 12,103 | 264 | 2.2% | $3.69万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $169.32万 | 0.02% | 6,223 | 1,905 | 44.1% | $51.83万 | 加仓 |
| COHR | COHERENT CORP | $169.86万 | 0.02% | 4,306 | -225 | -5.0% | -$8.88万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $170.44万 | 0.02% | 9,491 | 696 | 7.9% | $12.50万 | 加仓 |
| IGM | ISHARES TR | $171.42万 | 0.02% | 10,479 | 538 | 5.4% | $8.80万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $172.38万 | 0.02% | 7,470 | -6,112 | -45.0% | -$141.04万 | 减仓 |
| MGV | VANGUARD WORLD FD | $173.23万 | 0.02% | 10,598 | 1,667 | 18.7% | $27.25万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $174.04万 | 0.02% | 11,219 | -4,874 | -30.3% | -$75.61万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $174.60万 | 0.02% | 185,944 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $179.54万 | 0.02% | 1,348 | -31 | -2.2% | -$4.13万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $179.55万 | 0.02% | 10,773 | 2,283 | 26.9% | $38.05万 | 加仓 |
| ENB | ENBRIDGE INC | $179.57万 | 0.02% | 33,126 | 4,441 | 15.5% | $24.07万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $180.08万 | 0.02% | 61,252 | -1,094 | -1.8% | -$3.22万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $181.60万 | 0.02% | 6,249 | 2,360 | 60.7% | $68.58万 | 加仓 |
| — | PACER FDS TR | $182.61万 | 0.02% | 45,415 | 3,858 | 9.3% | $15.51万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $182.69万 | 0.02% | 20,050 | -1,211 | -5.7% | -$11.03万 | 减仓 |
| VOX | VANGUARD WORLD FD | $182.88万 | 0.02% | 9,942 | 10 | 0.1% | $1,840 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $183.34万 | 0.02% | 9,381 | -492 | -5.0% | -$9.62万 | 减仓 |
| IWS | ISHARES TR | $183.85万 | 0.02% | 11,170 | 3,622 | 48.0% | $59.62万 | 加仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $184.57万 | 0.02% | 36,848 | -12,892 | -25.9% | -$64.58万 | 减仓 |
| PALC | PACER FDS TR | $184.58万 | 0.02% | 30,891 | 30,891 | — | $184.58万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $185.03万 | 0.02% | 3,687 | 132 | 3.7% | $6.62万 | 加仓 |
| SCZ | ISHARES TR | $189.34万 | 0.02% | 23,014 | -249 | -1.1% | -$2.05万 | 减仓 |
| — | TIDAL TRUST II | $189.62万 | 0.02% | 71,142 | 71,142 | — | $189.62万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $189.64万 | 0.02% | 14,892 | 2,322 | 18.5% | $29.57万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SER | $189.84万 | 0.02% | 72,985 | 309 | 0.4% | $8,037 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $191.16万 | 0.02% | 121,219 | 80,935 | 200.9% | $127.63万 | 加仓 |
| — | PGIM ROCK ETF TR | $191.17万 | 0.02% | 60,700 | 60,700 | — | $191.17万 | 新建仓 |
| MDT | MEDTRONIC PLC | $191.20万 | 0.02% | 24,218 | -7,780 | -24.3% | -$61.42万 | 减仓 |
| MOD | MODINE MFG CO | $194.44万 | 0.02% | 7,282 | -159 | -2.1% | -$4.25万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $194.74万 | 0.02% | 59,082 | 30,407 | 106.0% | $100.22万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $195.16万 | 0.02% | 32,572 | 4,655 | 16.7% | $27.89万 | 加仓 |
| DVY | ISHARES TR | $195.16万 | 0.02% | 12,486 | 1,521 | 13.9% | $23.77万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $197.07万 | 0.02% | 5,096 | 165 | 3.3% | $6.38万 | 加仓 |