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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $357.53万 | 0.04% | 30,485 | -1,969 | -6.1% | -$23.09万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $360.35万 | 0.04% | 98,646 | -2,573 | -2.5% | -$9.40万 | 减仓 |
| SHLD | GLOBAL X FDS | $362.54万 | 0.04% | 60,537 | 973 | 1.6% | $5.83万 | 加仓 |
| PAVE | GLOBAL X FDS | $363.38万 | 0.04% | 61,621 | 38,488 | 166.4% | $226.96万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $364.39万 | 0.04% | 154,762 | -58,947 | -27.6% | -$138.79万 | 减仓 |
| REZ | ISHARES TR | $364.56万 | 0.04% | 38,501 | 2,106 | 5.8% | $19.94万 | 加仓 |
| TTE | TOTALENERGIES SE | $364.64万 | 0.04% | 46,893 | -206 | -0.4% | -$1.60万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $365.02万 | 0.04% | 4,593 | -45 | -1.0% | -$3.58万 | 减仓 |
| SFD | SMITHFIELD FOODS INC | $365.15万 | 0.04% | 150,517 | 150,517 | — | $365.15万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $366.65万 | 0.04% | 59,089 | -621 | -1.0% | -$3.85万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $367.68万 | 0.04% | 131,644 | 131,644 | — | $367.68万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $368.69万 | 0.04% | 16,342 | -430 | -2.6% | -$9.70万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $371.77万 | 0.04% | 15,555 | 656 | 4.4% | $15.68万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $372.06万 | 0.04% | 157,385 | -58,604 | -27.1% | -$138.54万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $372.28万 | 0.04% | 158,825 | -58,974 | -27.1% | -$138.23万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $373.39万 | 0.04% | 145,062 | 145,062 | — | $373.39万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $375.00万 | 0.04% | 39,666 | 34,742 | 705.6% | $328.45万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $376.22万 | 0.04% | 80,148 | 968 | 1.2% | $4.54万 | 加仓 |
| CTAS | CINTAS CORP | $381.03万 | 0.04% | 22,403 | 3,121 | 16.2% | $53.08万 | 加仓 |
| SMMU | PIMCO ETF TR | $382.96万 | 0.04% | 75,833 | 22,417 | 42.0% | $113.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $385.13万 | 0.04% | 11,199 | 401 | 3.7% | $13.79万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $385.74万 | 0.04% | 56,165 | 1,011 | 1.8% | $6.94万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $386.48万 | 0.04% | 121,306 | 11,012 | 10.0% | $35.08万 | 加仓 |
| APP | APPLOVIN CORP | $386.83万 | 0.04% | 7,508 | -128 | -1.7% | -$6.59万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $388.30万 | 0.04% | 83,956 | -856 | -1.0% | -$3.96万 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $389.16万 | 0.04% | 97,266 | 426 | 0.4% | $1.70万 | 加仓 |
| UNP | UNION PAC CORP | $390.87万 | 0.04% | 14,370 | 601 | 4.4% | $16.35万 | 加仓 |
| BLK | BLACKROCK INC | $391.12万 | 0.04% | 4,068 | -216 | -5.0% | -$20.77万 | 减仓 |
| MAS | MASCO CORP | $391.62万 | 0.04% | 48,128 | -532 | -1.1% | -$4.33万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $393.19万 | 0.04% | 31,121 | -1,028 | -3.2% | -$12.99万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $394.13万 | 0.04% | 36,663 | 1,227 | 3.5% | $13.19万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $396.93万 | 0.04% | 78,804 | 27,574 | 53.8% | $138.89万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $397.45万 | 0.04% | 110,006 | 8,717 | 8.6% | $31.49万 | 加仓 |
| ACWI | ISHARES TR | $400.29万 | 0.04% | 25,501 | 2,688 | 11.8% | $42.19万 | 加仓 |
| SLV | ISHARES SILVER TR | $402.84万 | 0.04% | 75,339 | -91 | -0.1% | -$4,866 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $402.97万 | 0.04% | 4,120 | -9 | -0.2% | -$8,803 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $403.08万 | 0.04% | 166,220 | 166,220 | — | $403.08万 | 新建仓 |
| PFF | ISHARES TR | $403.39万 | 0.04% | 132,301 | 20,591 | 18.4% | $62.78万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $404.32万 | 0.04% | 69,471 | 35 | 0.1% | $2,037 | 加仓 |
| ETN | EATON CORP PLC | $407.44万 | 0.04% | 9,562 | 982 | 11.4% | $41.84万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $407.45万 | 0.04% | 161,880 | -495 | -0.3% | -$1.25万 | 减仓 |
| C | CITIGROUP INC | $407.58万 | 0.04% | 29,121 | 1,272 | 4.6% | $17.80万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $407.78万 | 0.04% | 39,506 | 467 | 1.2% | $4.82万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $408.57万 | 0.04% | 16,594 | -13 | -0.1% | -$3,201 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $410.81万 | 0.05% | 65,322 | 8,373 | 14.7% | $52.66万 | 加仓 |
| SNOW | SNOWFLAKE INC | $413.61万 | 0.05% | 16,252 | -871 | -5.1% | -$22.17万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $413.88万 | 0.05% | 94,579 | 277 | 0.3% | $1.21万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $414.63万 | 0.05% | 138,072 | 88,658 | 179.4% | $266.24万 | 加仓 |
| ADI | ANALOG DEVICES INC | $414.74万 | 0.05% | 10,442 | 1,248 | 13.6% | $49.57万 | 加仓 |
| COWG | PACER FDS TR | $414.79万 | 0.05% | 103,319 | 50,931 | 97.2% | $204.47万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $414.91万 | 0.05% | 141,462 | 11,670 | 9.0% | $34.23万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $425.10万 | 0.05% | 395,445 | 75,559 | 23.6% | $81.23万 | 加仓 |
| — | STRATEGY SHS | $426.13万 | 0.05% | 186,552 | -7,734 | -4.0% | -$17.67万 | 减仓 |
| MCK | MCKESSON CORP | $429.46万 | 0.05% | 5,678 | 75 | 1.3% | $5.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $431.25万 | 0.05% | 97,216 | -1,717 | -1.7% | -$7.62万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $432.80万 | 0.05% | 109,376 | -2,300 | -2.1% | -$9.10万 | 减仓 |
| QLD | PROSHARES TR | $436.55万 | 0.05% | 45,117 | 45,117 | — | $436.55万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $437.17万 | 0.05% | 26,535 | 23,863 | 893.1% | $393.15万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $438.22万 | 0.05% | 106,056 | 75,671 | 249.0% | $312.67万 | 加仓 |
| LIN | LINDE PLC | $439.22万 | 0.05% | 8,464 | 55 | 0.7% | $2.85万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $439.37万 | 0.05% | 86,883 | -12,947 | -13.0% | -$65.47万 | 减仓 |
| PCG | PG&E CORP | $439.63万 | 0.05% | 260,601 | 260,601 | — | $439.63万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $441.54万 | 0.05% | 19,811 | -866 | -4.2% | -$19.30万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $441.96万 | 0.05% | 126,244 | -3,099 | -2.4% | -$10.85万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $447.84万 | 0.05% | 106,097 | 106,097 | — | $447.84万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $448.13万 | 0.05% | 78,940 | 213 | 0.3% | $1.21万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $448.27万 | 0.05% | 228,533 | 4,157 | 1.9% | $8.15万 | 加仓 |
| AZN | ASTRAZENECA PLC | $449.10万 | 0.05% | 23,684 | 4,955 | 26.5% | $93.96万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $449.22万 | 0.05% | 71,555 | 8,172 | 12.9% | $51.30万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $451.22万 | 0.05% | 66,787 | 1,993 | 3.1% | $13.46万 | 加仓 |
| OEF | ISHARES TR | $453.54万 | 0.05% | 12,396 | 1,298 | 11.7% | $47.49万 | 加仓 |
| EMR | EMERSON ELEC CO | $454.64万 | 0.05% | 31,760 | 2,644 | 9.1% | $37.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $456.58万 | 0.05% | 122,538 | -5,382 | -4.2% | -$20.05万 | 减仓 |
| KKR | KKR & CO INC | $457.81万 | 0.05% | 49,881 | -1,528 | -3.0% | -$14.02万 | 减仓 |
| H | HYATT HOTELS CORP | $458.51万 | 0.05% | 23,654 | 23,654 | — | $458.51万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $460.54万 | 0.05% | 79,857 | 5,843 | 7.9% | $33.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $460.99万 | 0.05% | 118,843 | -1,821 | -1.5% | -$7.06万 | 减仓 |
| PFE | PFIZER INC | $462.85万 | 0.05% | 192,213 | 23,510 | 13.9% | $56.61万 | 加仓 |
| DGRW | WISDOMTREE TR | $463.67万 | 0.05% | 48,491 | -525 | -1.1% | -$5.02万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $464.44万 | 0.05% | 12,937 | 336 | 2.7% | $12.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $465.41万 | 0.05% | 51,290 | 1,287 | 2.6% | $11.68万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $467.63万 | 0.05% | 18,828 | 257 | 1.4% | $6.38万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $468.76万 | 0.05% | 96,334 | 5,759 | 6.4% | $28.02万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $469.75万 | 0.05% | 27,493 | 27,493 | — | $469.75万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $469.98万 | 0.05% | 215,192 | -7,740 | -3.5% | -$16.90万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $471.61万 | 0.05% | 9,602 | 869 | 10.0% | $42.68万 | 加仓 |
| DIS | DISNEY WALT CO | $479.81万 | 0.05% | 49,465 | 4,383 | 9.7% | $42.52万 | 加仓 |
| AIQ | GLOBAL X FDS | $482.22万 | 0.05% | 73,497 | -407,598 | -84.7% | -$2,674.28万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $484.57万 | 0.05% | 36,410 | 1,746 | 5.0% | $23.24万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $490.81万 | 0.05% | 72,917 | 246 | 0.3% | $1.66万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $490.85万 | 0.05% | 106,591 | 9,051 | 9.3% | $41.68万 | 加仓 |
| — | EA SERIES TRUST | $490.98万 | 0.05% | 126,522 | -2,120 | -1.6% | -$8.23万 | 减仓 |
| SYK | STRYKER CORPORATION | $502.16万 | 0.06% | 15,905 | 1,015 | 6.8% | $32.05万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $502.58万 | 0.06% | 40,284 | 3,417 | 9.3% | $42.63万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $502.59万 | 0.06% | 193,900 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $504.33万 | 0.06% | 32,105 | -1,005 | -3.0% | -$15.79万 | 减仓 |
| FRO | FRONTLINE PLC | $504.63万 | 0.06% | 145,051 | 51 | 0.0% | $1,774 | 加仓 |
| EMBJ | EMBRAER S.A. | $506.45万 | 0.06% | 79,380 | -5,702 | -6.7% | -$36.38万 | 减仓 |
| EOG | EOG RES INC | $508.37万 | 0.06% | 39,187 | 284 | 0.7% | $3.68万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $508.69万 | 0.06% | 181,351 | 181,351 | — | $508.69万 | 新建仓 |