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 |
|---|---|---|---|---|---|---|---|---|
| VMI | VALMONT INDS INC | $197.41万 | 0.02% | 3,413 | -18 | -0.5% | -$1.04万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $197.43万 | 0.02% | 45,617 | 12,506 | 37.8% | $54.13万 | 加仓 |
| VICI | VICI PPTYS INC | $197.68万 | 0.02% | 73,220 | -1,228 | -1.6% | -$3.32万 | 减仓 |
| PCAR | PACCAR INC | $198.20万 | 0.02% | 16,500 | 357 | 2.2% | $4.29万 | 加仓 |
| BN | BROOKFIELD CORP | $198.86万 | 0.02% | 46,693 | 970 | 2.1% | $4.13万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $199.32万 | 0.02% | 31,210 | 5,441 | 21.1% | $34.75万 | 加仓 |
| RY | ROYAL BK CDA | $200.56万 | 0.02% | 9,690 | 830 | 9.4% | $17.18万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $201.33万 | 0.02% | 9,449 | 2,362 | 33.3% | $50.33万 | 加仓 |
| DHT | DHT HOLDINGS INC | $201.35万 | 0.02% | 121,809 | 184 | 0.2% | $3,042 | 加仓 |
| WEN | WENDYS CO | $202.86万 | 0.02% | 244,705 | 216,592 | 770.4% | $179.55万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $203.32万 | 0.02% | 5,808 | 2,598 | 80.9% | $90.95万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $204.34万 | 0.02% | 218,078 | 9,870 | 4.7% | $9.25万 | 加仓 |
| REMX | VANECK ETF TRUST | $206.15万 | 0.02% | 23,293 | 23,293 | — | $206.15万 | 新建仓 |
| AGNC | AGNC INVT CORP | $206.25万 | 0.02% | 187,163 | -1,419 | -0.8% | -$1.56万 | 减仓 |
| MLI | MUELLER INDS INC | $207.35万 | 0.02% | 16,867 | -666 | -3.8% | -$8.19万 | 减仓 |
| BE | BLOOM ENERGY CORP | $208.17万 | 0.02% | 6,877 | 1,933 | 39.1% | $58.51万 | 加仓 |
| SHYG | ISHARES TR | $209.41万 | 0.02% | 49,376 | 3,928 | 8.6% | $16.66万 | 加仓 |
| EMLC | VANECK ETF TRUST | $209.56万 | 0.02% | 81,986 | -2,035 | -2.4% | -$5.20万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $209.69万 | 0.02% | 68,838 | -13,402 | -16.3% | -$40.82万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $209.88万 | 0.02% | 26,153 | 774 | 3.0% | $6.21万 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $210.07万 | 0.02% | 225,883 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $210.39万 | 0.02% | 30,817 | 550 | 1.8% | $3.75万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $211.36万 | 0.02% | 120,157 | -3,841 | -3.1% | -$6.76万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $215.35万 | 0.02% | 36,512 | -2,946 | -7.5% | -$17.38万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $215.52万 | 0.02% | 142,631 | 142,631 | — | $215.52万 | 新建仓 |
| AZO | AUTOZONE INC | $216.05万 | 0.02% | 676 | -9 | -1.3% | -$2.88万 | 减仓 |
| ARTY | ISHARES TR | $216.34万 | 0.02% | 28,406 | 6,169 | 27.7% | $46.98万 | 加仓 |
| ASST | STRIVE INC | $216.34万 | 0.02% | 198,296 | 119,034 | 150.2% | $129.87万 | 加仓 |
| NASA | TEMA ETF TRUST | $218.42万 | 0.02% | 71,896 | 71,896 | — | $218.42万 | 新建仓 |
| OUNZ | VANECK MERK GOLD ETF | $220.48万 | 0.02% | 57,135 | -12,275 | -17.7% | -$47.37万 | 减仓 |
| IBMQ | ISHARES TR | $221.77万 | 0.02% | 86,695 | 49,051 | 130.3% | $125.47万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $222.65万 | 0.02% | 49,964 | 5,117 | 11.4% | $22.80万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $223.00万 | 0.02% | 51,920 | 3,878 | 8.1% | $16.66万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $223.99万 | 0.02% | 43,409 | 43,409 | — | $223.99万 | 新建仓 |
| IQDG | WISDOMTREE TR | $225.26万 | 0.02% | 52,289 | -509 | -1.0% | -$2.19万 | 减仓 |
| IMRX | IMMUNEERING CORP | $225.68万 | 0.02% | 452,264 | 75,515 | 20.0% | $37.68万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $228.24万 | 0.03% | 23,515 | -580 | -2.4% | -$5.63万 | 减仓 |
| CRH | CRH PLC | $229.12万 | 0.03% | 21,413 | 1,769 | 9.0% | $18.93万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD | $229.50万 | 0.03% | 150,886 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $230.62万 | 0.03% | 12,261 | -4,077 | -25.0% | -$76.69万 | 减仓 |
| XHB | SPDR SERIES TRUST | $231.40万 | 0.03% | 20,025 | 2,086 | 11.6% | $24.11万 | 加仓 |
| PULS | PGIM ETF TR | $231.72万 | 0.03% | 46,610 | 7,548 | 19.3% | $37.52万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $231.98万 | 0.03% | 24,700 | -320 | -1.3% | -$3.01万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $232.97万 | 0.03% | 28,045 | -1,475 | -5.0% | -$12.25万 | 减仓 |
| MLPX | GLOBAL X FDS | $233.45万 | 0.03% | 31,693 | 23,844 | 303.8% | $175.63万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $235.54万 | 0.03% | 909,430 | -31,025 | -3.3% | -$8.04万 | 减仓 |
| FIX | COMFORT SYS USA INC | $235.57万 | 0.03% | 1,189 | 251 | 26.8% | $49.73万 | 加仓 |
| PLD | PROLOGIS INC. | $236.25万 | 0.03% | 17,439 | -3,314 | -16.0% | -$44.89万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $236.32万 | 0.03% | 31,405 | -8,114 | -20.5% | -$61.06万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $237.48万 | 0.03% | 95,720 | 3,162 | 3.4% | $7.84万 | 加仓 |
| TPR | TAPESTRY INC | $237.66万 | 0.03% | 16,236 | 634 | 4.1% | $9.28万 | 加仓 |
| IGF | ISHARES TR | $238.13万 | 0.03% | 35,755 | -4,229 | -10.6% | -$28.17万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $238.20万 | 0.03% | 8,860 | 465 | 5.5% | $12.50万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $239.38万 | 0.03% | 32,436 | 1,648 | 5.4% | $12.16万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $239.70万 | 0.03% | 21,969 | -249 | -1.1% | -$2.72万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $239.71万 | 0.03% | 59,065 | 11,794 | 24.9% | $47.87万 | 加仓 |
| EMB | ISHARES TR | $241.21万 | 0.03% | 25,011 | -3,043 | -10.8% | -$29.35万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $242.33万 | 0.03% | 102,335 | 6,713 | 7.0% | $15.90万 | 加仓 |
| PFFD | GLOBAL X FDS | $243.86万 | 0.03% | 130,478 | -1,517 | -1.1% | -$2.84万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $245.27万 | 0.03% | 5,342 | 129 | 2.5% | $5.92万 | 加仓 |
| — | JOURNEY MED CORP | $245.50万 | 0.03% | 346,748 | -33,059 | -8.7% | -$23.41万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $246.05万 | 0.03% | 28,724 | -467 | -1.6% | -$4.00万 | 减仓 |
| GVIP | GOLDMAN SACHS ETF TR | $246.59万 | 0.03% | 13,068 | 484 | 3.8% | $9.13万 | 加仓 |
| IBMP | ISHARES TR | $246.62万 | 0.03% | 97,017 | 41,126 | 73.6% | $104.54万 | 加仓 |
| — | CHERRY HILL MTG INVT CORP | $246.86万 | 0.03% | 1,020,091 | -4,762 | -0.5% | -$1.15万 | 减仓 |
| MET | METLIFE INC | $247.12万 | 0.03% | 29,207 | 1,749 | 6.4% | $14.80万 | 加仓 |
| SN | SHARKNINJA INC | $247.55万 | 0.03% | 16,257 | 4 | 0.0% | $609 | 加仓 |
| — | AMPLIFY ETF TR | $247.78万 | 0.03% | 74,269 | 7,498 | 11.2% | $25.01万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $248.24万 | 0.03% | 86,888 | 86,888 | — | $248.24万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $248.48万 | 0.03% | 134,094 | 60,025 | 81.0% | $111.23万 | 加仓 |
| SDY | SPDR SERIES TRUST | $249.13万 | 0.03% | 16,371 | -304 | -1.8% | -$4.63万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $250.46万 | 0.03% | 16,233 | -185 | -1.1% | -$2.85万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $251.19万 | 0.03% | 62,345 | -3,376 | -5.1% | -$13.60万 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $252.42万 | 0.03% | 449,141 | 393,004 | 700.1% | $220.87万 | 加仓 |
| IBMR | ISHARES TR | $252.90万 | 0.03% | 99,608 | -23,123 | -18.8% | -$58.71万 | 减仓 |
| ADSK | AUTODESK INC | $254.24万 | 0.03% | 13,077 | 11,541 | 751.4% | $224.38万 | 加仓 |
| — | ETF SER SOLUTIONS | $255.12万 | 0.03% | 74,458 | 5,632 | 8.2% | $19.30万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $256.14万 | 0.03% | 15,055 | 36 | 0.2% | $6,125 | 加仓 |
| IWB | ISHARES TR | $256.25万 | 0.03% | 6,258 | 134 | 2.2% | $5.49万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $257.96万 | 0.03% | 20,473 | 5,422 | 36.0% | $68.32万 | 加仓 |
| HEZU | ISHARES TR | $258.26万 | 0.03% | 51,495 | -1,457 | -2.8% | -$7.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $258.95万 | 0.03% | 25,340 | 1,402 | 5.9% | $14.33万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $258.98万 | 0.03% | 37,734 | 4,092 | 12.2% | $28.08万 | 加仓 |
| EFV | ISHARES TR | $259.77万 | 0.03% | 33,934 | -14,185 | -29.5% | -$108.59万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $260.53万 | 0.03% | 66,785 | 5,616 | 9.2% | $21.91万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $260.96万 | 0.03% | 45,188 | -6,718 | -12.9% | -$38.80万 | 减仓 |
| MINT | PIMCO ETF TR | $262.05万 | 0.03% | 25,994 | -326 | -1.2% | -$3.29万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $262.30万 | 0.03% | 107,151 | 47,227 | 78.8% | $115.61万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $262.72万 | 0.03% | 7,416 | 823 | 12.5% | $29.16万 | 加仓 |
| PSX | PHILLIPS 66 | $263.10万 | 0.03% | 15,563 | 906 | 6.2% | $15.32万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $263.12万 | 0.03% | 54,330 | -2,652 | -4.7% | -$12.84万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $264.25万 | 0.03% | 64,726 | 64,726 | — | $264.25万 | 新建仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $264.69万 | 0.03% | 67,609 | 55,949 | 479.8% | $219.04万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $265.15万 | 0.03% | 125,960 | 97,180 | 337.7% | $204.56万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $266.87万 | 0.03% | 17,152 | 17,152 | — | $266.87万 | 新建仓 |
| MUNI | PIMCO ETF TR | $266.90万 | 0.03% | 50,742 | 27,267 | 116.2% | $143.42万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $268.13万 | 0.03% | 10,129 | -26,625 | -72.4% | -$704.82万 | 减仓 |
| B | BARRICK MNG CORP | $269.15万 | 0.03% | 73,277 | -15,070 | -17.1% | -$55.35万 | 减仓 |
| AFL | AFLAC INC | $269.29万 | 0.03% | 22,967 | 172 | 0.8% | $2.02万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $269.83万 | 0.03% | 69,900 | 69,900 | — | $269.83万 | 新建仓 |