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 |
|---|---|---|---|---|---|---|---|---|
| MODL | VICTORY PORTFOLIOS II | $508.88万 | 0.06% | 99,840 | -2,087 | -2.0% | -$10.64万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $516.59万 | 0.06% | 76,531 | -5,000 | -6.1% | -$33.75万 | 减仓 |
| COWZ | PACER FDS TR | $517.51万 | 0.06% | 83,201 | -27,250 | -24.7% | -$169.50万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $518.93万 | 0.06% | 16,942 | 2,748 | 19.4% | $84.17万 | 加仓 |
| IMCB | ISHARES TR | $519.24万 | 0.06% | 53,774 | 4,414 | 8.9% | $42.62万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $522.80万 | 0.06% | 104,980 | -2,549 | -2.4% | -$12.69万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $523.59万 | 0.06% | 95,303 | 9,910 | 11.6% | $54.45万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $527.55万 | 0.06% | 91,557 | 4,285 | 4.9% | $24.69万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $527.95万 | 0.06% | 74,129 | 6,487 | 9.6% | $46.20万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $529.13万 | 0.06% | 11,534 | -343 | -2.9% | -$15.74万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $531.34万 | 0.06% | 51,561 | -871 | -1.7% | -$8.98万 | 减仓 |
| DE | DEERE & CO | $532.37万 | 0.06% | 8,371 | 39 | 0.5% | $2.48万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $536.53万 | 0.06% | 146,055 | 12,058 | 9.0% | $44.29万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $536.84万 | 0.06% | 146,040 | -2,131 | -1.4% | -$7.83万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $537.84万 | 0.06% | 222,800 | 5,835 | 2.7% | $14.09万 | 加仓 |
| DXJ | WISDOMTREE TR | $538.76万 | 0.06% | 31,049 | 1,408 | 4.8% | $24.43万 | 加仓 |
| NLR | VANECK ETF TRUST | $539.19万 | 0.06% | 46,490 | 3,881 | 9.1% | $45.01万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $540.74万 | 0.06% | 137,001 | 119,979 | 704.8% | $473.56万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $542.45万 | 0.06% | 73,894 | -10,092 | -12.0% | -$74.09万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $545.42万 | 0.06% | 185,519 | -5,224 | -2.7% | -$15.36万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $548.10万 | 0.06% | 117,021 | 2,877 | 2.5% | $13.48万 | 加仓 |
| PAAA | PGIM ETF TR | $548.17万 | 0.06% | 106,496 | 18,597 | 21.2% | $95.73万 | 加仓 |
| IWY | ISHARES TR | $548.25万 | 0.06% | 18,865 | 159 | 0.8% | $4.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $559.03万 | 0.06% | 76,585 | 6,468 | 9.2% | $47.21万 | 加仓 |
| AGZ | ISHARES TR | $564.73万 | 0.06% | 51,679 | -553 | -1.1% | -$6.04万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $568.09万 | 0.06% | 75,786 | 32,730 | 76.0% | $245.34万 | 加仓 |
| CLSK | CLEANSPARK INC | $569.83万 | 0.06% | 391,633 | 21,698 | 5.9% | $31.57万 | 加仓 |
| ROST | ROSS STORES INC | $573.25万 | 0.06% | 26,932 | -145 | -0.5% | -$3.09万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $579.63万 | 0.06% | 33,262 | -2,394 | -6.7% | -$41.72万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $579.81万 | 0.06% | 10,701 | 112 | 1.1% | $6.07万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $580.32万 | 0.06% | 1,162,973 | 14,416 | 1.3% | $7.19万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $580.74万 | 0.06% | 221,825 | 20,377 | 10.1% | $53.35万 | 加仓 |
| TEM | TEMPUS AI INC | $583.89万 | 0.06% | 100,793 | 6,238 | 6.6% | $36.14万 | 加仓 |
| STIP | ISHARES TR | $590.04万 | 0.06% | 57,757 | 2,339 | 4.2% | $23.90万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $591.21万 | 0.06% | 125,186 | -3,977 | -3.1% | -$18.78万 | 减仓 |
| IQLT | ISHARES TR | $593.00万 | 0.07% | 119,677 | -997 | -0.8% | -$4.94万 | 减仓 |
| MCD | MCDONALDS CORP | $596.01万 | 0.07% | 22,049 | 1,175 | 5.6% | $31.76万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $598.32万 | 0.07% | 166,109 | 16,350 | 10.9% | $58.89万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $602.83万 | 0.07% | 118,412 | 10,285 | 9.5% | $52.36万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $604.77万 | 0.07% | 67,122 | -806 | -1.2% | -$7.26万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $605.21万 | 0.07% | 89,555 | -18,326 | -17.0% | -$123.85万 | 减仓 |
| NTR | NUTRIEN LTD | $605.66万 | 0.07% | 95,379 | -144 | -0.2% | -$9,144 | 减仓 |
| SLYG | SPDR SERIES TRUST | $606.36万 | 0.07% | 50,899 | -1,047 | -2.0% | -$12.47万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $608.06万 | 0.07% | 166,136 | 14,966 | 9.9% | $54.78万 | 加仓 |
| JNK | SPDR SERIES TRUST | $615.40万 | 0.07% | 63,858 | 1,093 | 1.7% | $10.53万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $618.14万 | 0.07% | 248,448 | 194,615 | 361.5% | $484.20万 | 加仓 |
| WMB | WILLIAMS COS INC | $620.74万 | 0.07% | 83,500 | -1,297 | -1.5% | -$9.64万 | 减仓 |
| IWP | ISHARES TR | $621.29万 | 0.07% | 42,435 | -41,289 | -49.3% | -$604.51万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $622.54万 | 0.07% | 31,031 | -29,895 | -49.1% | -$599.75万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $624.33万 | 0.07% | 24,399 | -429 | -1.7% | -$10.98万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $625.73万 | 0.07% | 184,039 | 159,201 | 641.0% | $541.28万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $625.79万 | 0.07% | 71,299 | 2,154 | 3.1% | $18.91万 | 加仓 |
| ALAB | ASTERA LABS INC | $627.00万 | 0.07% | 12,981 | 2,454 | 23.3% | $118.53万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $628.74万 | 0.07% | 454,618 | -61,895 | -12.0% | -$85.60万 | 减仓 |
| SIL | GLOBAL X FDS | $632.32万 | 0.07% | 81,626 | -1 | -0.0% | -$77 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $632.79万 | 0.07% | 69,393 | -25,041 | -26.5% | -$228.35万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $638.45万 | 0.07% | 35,006 | 2,793 | 8.7% | $50.94万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $638.73万 | 0.07% | 34,008 | -5,081 | -13.0% | -$95.43万 | 减仓 |
| MELI | MERCADOLIBRE INC | $639.63万 | 0.07% | 3,768 | 158 | 4.4% | $26.82万 | 加仓 |
| PEP | PEPSICO INC | $641.39万 | 0.07% | 47,370 | 1,069 | 2.3% | $14.47万 | 加仓 |
| DAL | DELTA AIR LINES INC | $643.67万 | 0.07% | 68,725 | 25,273 | 58.2% | $236.71万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $647.05万 | 0.07% | 127,660 | -8,834 | -6.5% | -$44.78万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $649.17万 | 0.07% | 207,404 | 18,326 | 9.7% | $57.36万 | 加仓 |
| ITA | ISHARES TR | $651.76万 | 0.07% | 26,886 | 2,014 | 8.1% | $48.82万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $654.05万 | 0.07% | 613,558 | 143 | 0.0% | $1,524 | 加仓 |
| SPGI | S&P GLOBAL INC | $655.18万 | 0.07% | 16,087 | 668 | 4.3% | $27.21万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $657.49万 | 0.07% | 856,105 | 6,049 | 0.7% | $4.65万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $657.73万 | 0.07% | 132,127 | 13,103 | 11.0% | $65.23万 | 加仓 |
| LOW | LOWES COS INC | $661.76万 | 0.07% | 30,013 | 1,496 | 5.2% | $32.99万 | 加仓 |
| SLQD | ISHARES TR | $662.29万 | 0.07% | 131,484 | -3,917 | -2.9% | -$19.73万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $663.34万 | 0.07% | 241,477 | -34,299 | -12.4% | -$94.22万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $664.17万 | 0.07% | 131,104 | -25,447 | -16.3% | -$128.91万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $668.24万 | 0.07% | 191,967 | -7,365 | -3.7% | -$25.64万 | 减仓 |
| SNDK | SANDISK CORP | $672.86万 | 0.07% | 2,959 | 2,959 | — | $672.86万 | 新建仓 |
| APH | AMPHENOL CORP | $674.00万 | 0.07% | 38,172 | 3,488 | 10.1% | $61.59万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $688.48万 | 0.08% | 43,394 | 10,496 | 31.9% | $166.53万 | 加仓 |
| GDX | VANECK ETF TRUST | $698.75万 | 0.08% | 92,610 | 3,109 | 3.5% | $23.46万 | 加仓 |
| SUB | ISHARES TR | $700.45万 | 0.08% | 65,788 | 514 | 0.8% | $5.47万 | 加仓 |
| AMGN | AMGEN INC | $703.62万 | 0.08% | 19,430 | -1,301 | -6.3% | -$47.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $707.26万 | 0.08% | 131,926 | -4,663 | -3.4% | -$25.00万 | 减仓 |
| XBI | SPDR SERIES TRUST | $711.47万 | 0.08% | 44,958 | 13,448 | 42.7% | $212.82万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $713.92万 | 0.08% | 129,380 | 5,323 | 4.3% | $29.37万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $718.01万 | 0.08% | 214,781 | 201,321 | 1,495.7% | $673.02万 | 重新持有 |
| XLSR | SSGA ACTIVE TR | $719.66万 | 0.08% | 110,956 | 8,746 | 8.6% | $56.73万 | 加仓 |
| QCOM | QUALCOMM INC | $719.76万 | 0.08% | 38,950 | 4,573 | 13.3% | $84.50万 | 加仓 |
| BIL | SPDR SERIES TRUST | $722.82万 | 0.08% | 78,876 | -37,581 | -32.3% | -$344.39万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $725.95万 | 0.08% | 265,625 | -78,197 | -22.7% | -$213.71万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $727.22万 | 0.08% | 218,450 | 10,647 | 5.1% | $35.44万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $727.30万 | 0.08% | 92,028 | 4,433 | 5.1% | $35.03万 | 加仓 |
| DNN | DENISON MINES CORP | $728.43万 | 0.08% | 2,380,497 | 250 | 0.0% | $765 | 加仓 |
| USMV | ISHARES TR | $746.49万 | 0.08% | 77,388 | 5,528 | 7.7% | $53.32万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $752.97万 | 0.08% | 104,348 | 15,035 | 16.8% | $108.49万 | 加仓 |
| ORCL | ORACLE CORP | $753.60万 | 0.08% | 51,423 | 5,491 | 12.0% | $80.47万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $754.87万 | 0.08% | 148,158 | 65,977 | 80.3% | $336.15万 | 加仓 |
| IBB | ISHARES TR | $755.21万 | 0.08% | 39,708 | -8,460 | -17.6% | -$160.90万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $761.67万 | 0.08% | 179,895 | 10,951 | 6.5% | $46.37万 | 加仓 |
| LQD | ISHARES TR | $765.06万 | 0.08% | 70,144 | 3,769 | 5.7% | $41.11万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $765.35万 | 0.08% | 99,785 | -75,582 | -43.1% | -$579.71万 | 减仓 |
| CHAT | TIDAL TRUST II | $771.31万 | 0.08% | 78,162 | 24,701 | 46.2% | $243.75万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $772.42万 | 0.08% | 271,978 | 55,323 | 25.5% | $157.12万 | 加仓 |