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 |
|---|---|---|---|---|---|---|---|---|
| MSTR | STRATEGY INC | $774.89万 | 0.08% | 89,140 | 31,756 | 55.3% | $276.05万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $779.42万 | 0.09% | 59,878 | 2,147 | 3.7% | $27.95万 | 加仓 |
| GIGL | GOLDMAN SACHS ETF TR | $780.14万 | 0.09% | 154,189 | 154,189 | — | $780.14万 | 新建仓 |
| IUSV | ISHARES TR | $784.05万 | 0.09% | 71,180 | 14,401 | 25.4% | $158.63万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $784.07万 | 0.09% | 11,121 | 579 | 5.5% | $40.82万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $787.40万 | 0.09% | 465,415 | 6,613 | 1.4% | $11.19万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $788.46万 | 0.09% | 57,632 | 679 | 1.2% | $9.29万 | 加仓 |
| EEM | ISHARES TR | $790.12万 | 0.09% | 115,498 | 109,067 | 1,696.0% | $746.13万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $799.11万 | 0.09% | 167,958 | -9,458 | -5.3% | -$45.00万 | 减仓 |
| FTNT | FORTINET INC | $799.70万 | 0.09% | 52,057 | 528 | 1.0% | $8.11万 | 加仓 |
| T | AT&T INC | $804.15万 | 0.09% | 388,479 | 56,942 | 17.2% | $117.87万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $807.20万 | 0.09% | 151,986 | -50 | -0.0% | -$2,656 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $811.26万 | 0.09% | 398,361 | 7,136 | 1.8% | $14.53万 | 加仓 |
| IJJ | ISHARES TR | $819.87万 | 0.09% | 55,498 | -1,227 | -2.2% | -$18.13万 | 减仓 |
| TJX | TJX COS INC NEW | $823.44万 | 0.09% | 54,352 | -1,428 | -2.6% | -$21.63万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $823.84万 | 0.09% | 290,188 | 21,678 | 8.1% | $61.54万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $825.23万 | 0.09% | 106,380 | 7,841 | 8.0% | $60.83万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $825.44万 | 0.09% | 163,196 | -588 | -0.4% | -$2.97万 | 减仓 |
| BX | BLACKSTONE INC | $827.61万 | 0.09% | 70,333 | 2,625 | 3.9% | $30.89万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $828.14万 | 0.09% | 83,820 | 5,857 | 7.5% | $57.87万 | 加仓 |
| VFH | VANGUARD WORLD FD | $831.46万 | 0.09% | 63,181 | 4,342 | 7.4% | $57.14万 | 加仓 |
| TXN | TEXAS INSTRS INC | $832.43万 | 0.09% | 27,927 | -10,266 | -26.9% | -$306.00万 | 减仓 |
| IEF | ISHARES TR | $847.44万 | 0.09% | 89,610 | -1,615 | -1.8% | -$15.27万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $847.90万 | 0.09% | 79,757 | 1,519 | 1.9% | $16.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $851.39万 | 0.09% | 293,988 | -3,031 | -1.0% | -$8.78万 | 减仓 |
| KLAC | KLA CORP | $853.26万 | 0.09% | 28,281 | -2,249 | -7.4% | -$67.85万 | 减仓 |
| IWN | ISHARES TR | $854.92万 | 0.09% | 38,649 | 3,858 | 11.1% | $85.34万 | 加仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $862.07万 | 0.09% | 189,165 | 189,165 | — | $862.07万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $865.71万 | 0.09% | 320,040 | -109 | -0.0% | -$2,948 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $867.22万 | 0.10% | 61,119 | 48,488 | 383.9% | $688.00万 | 加仓 |
| SOXX | ISHARES TR | $876.66万 | 0.10% | 13,682 | 1,975 | 16.9% | $126.55万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $881.39万 | 0.10% | 178,321 | 33,236 | 22.9% | $164.28万 | 加仓 |
| RTX | RTX CORPORATION | $882.42万 | 0.10% | 46,509 | 3,616 | 8.4% | $68.61万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $884.54万 | 0.10% | 76,997 | 4,011 | 5.5% | $46.08万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $887.33万 | 0.10% | 334,843 | 9,953 | 3.1% | $26.38万 | 加仓 |
| NOBL | PROSHARES TR | $889.44万 | 0.10% | 158,376 | 11,112 | 7.5% | $62.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $894.04万 | 0.10% | 17,407 | -1,550 | -8.2% | -$79.61万 | 减仓 |
| SO | SOUTHERN CO | $894.20万 | 0.10% | 93,428 | 7,416 | 8.6% | $70.98万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $897.11万 | 0.10% | 500,342 | -71,330 | -12.5% | -$127.89万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $912.10万 | 0.10% | 24,941 | 2,064 | 9.0% | $75.48万 | 加仓 |
| IWR | ISHARES TR | $922.55万 | 0.10% | 83,625 | -3,213 | -3.7% | -$35.45万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $926.72万 | 0.10% | 50,031 | -2,025 | -3.9% | -$37.51万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $931.62万 | 0.10% | 151,581 | 12,880 | 9.3% | $79.16万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $938.71万 | 0.10% | 56,761 | 30,854 | 119.1% | $510.26万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $948.00万 | 0.10% | 39,065 | 29,328 | 301.2% | $711.71万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $948.44万 | 0.10% | 388,794 | -17,363 | -4.3% | -$42.36万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $952.31万 | 0.10% | 186,728 | -9,311 | -4.7% | -$47.49万 | 减仓 |
| MS | MORGAN STANLEY | $967.25万 | 0.11% | 46,271 | 3,770 | 8.9% | $78.81万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $967.37万 | 0.11% | 42,062 | 41 | 0.1% | $9,429 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $971.18万 | 0.11% | 83,000 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $973.19万 | 0.11% | 225,075 | -15,374 | -6.4% | -$66.47万 | 减仓 |
| IJS | ISHARES TR | $973.45万 | 0.11% | 71,221 | -5,082 | -6.7% | -$69.46万 | 减仓 |
| IXUS | ISHARES TR | $973.74万 | 0.11% | 102,027 | 9,550 | 10.3% | $91.15万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $976.71万 | 0.11% | 546,256 | -32,338 | -5.6% | -$57.82万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $980.46万 | 0.11% | 193,690 | 2,085 | 1.1% | $10.55万 | 加仓 |
| KO | COCA COLA CO | $981.06万 | 0.11% | 119,934 | 2,729 | 2.3% | $22.32万 | 加仓 |
| QGRW | WISDOMTREE TR | $983.12万 | 0.11% | 148,890 | 102,115 | 218.3% | $674.26万 | 加仓 |
| WFC | WELLS FARGO & CO | $983.94万 | 0.11% | 119,064 | 6,233 | 5.5% | $51.51万 | 加仓 |
| CB | CHUBB LIMITED | $985.13万 | 0.11% | 28,845 | 12,691 | 78.6% | $433.43万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $990.25万 | 0.11% | 476,312 | 476,312 | — | $990.25万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $994.13万 | 0.11% | 34,888 | -14,687 | -29.6% | -$418.51万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $998.18万 | 0.11% | 10,336 | 3,638 | 54.3% | $351.33万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,002.67万 | 0.11% | 69,336 | 1,901 | 2.8% | $27.49万 | 加仓 |
| GE | GE AEROSPACE | $1,004.28万 | 0.11% | 26,872 | 1,490 | 5.9% | $55.69万 | 加仓 |
| GM | GENERAL MTRS CO | $1,007.40万 | 0.11% | 130,696 | 375 | 0.3% | $2.89万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,010.56万 | 0.11% | 29,633 | -19,338 | -39.5% | -$659.47万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,027.94万 | 0.11% | 194,981 | 13,856 | 7.6% | $73.05万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1,028.07万 | 0.11% | 401,354 | 47,815 | 13.5% | $122.48万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,030.94万 | 0.11% | 213,225 | 14,770 | 7.4% | $71.41万 | 加仓 |
| JBL | JABIL INC | $1,032.89万 | 0.11% | 26,795 | 496 | 1.9% | $19.12万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,039.52万 | 0.11% | 261,976 | 134,570 | 105.6% | $533.97万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1,051.91万 | 0.12% | 519,974 | 363,965 | 233.3% | $736.30万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,064.38万 | 0.12% | 147,258 | 68,737 | 87.5% | $496.83万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,065.93万 | 0.12% | 17,095 | 629 | 3.8% | $39.22万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,080.13万 | 0.12% | 572,407 | -53,132 | -8.5% | -$100.26万 | 减仓 |
| CSHI | NEOS ETF TRUST | $1,080.23万 | 0.12% | 216,871 | 43,361 | 25.0% | $215.98万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,089.03万 | 0.12% | 360,966 | -38,345 | -9.6% | -$115.69万 | 减仓 |
| INTC | INTEL CORP | $1,089.36万 | 0.12% | 78,017 | 9,125 | 13.2% | $127.41万 | 加仓 |
| SGOV | ISHARES TR | $1,099.90万 | 0.12% | 109,258 | 7,790 | 7.7% | $78.42万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,105.00万 | 0.12% | 50,408 | 127 | 0.3% | $2.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,107.45万 | 0.12% | 209,904 | 5,320 | 2.6% | $28.07万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,111.09万 | 0.12% | 181,462 | -26,687 | -12.8% | -$163.40万 | 减仓 |
| EFA | ISHARES TR | $1,112.01万 | 0.12% | 107,048 | 6,586 | 6.6% | $68.42万 | 加仓 |
| IVW | ISHARES TR | $1,126.12万 | 0.12% | 81,882 | 5,329 | 7.0% | $73.29万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,135.85万 | 0.12% | 210,265 | 18,807 | 9.8% | $101.60万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,139.53万 | 0.12% | 27,417 | 1,127 | 4.3% | $46.84万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,139.92万 | 0.12% | 46,571 | -18,678 | -28.6% | -$457.18万 | 减仓 |
| DGRO | ISHARES TR | $1,142.13万 | 0.13% | 150,697 | -18,049 | -10.7% | -$136.79万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,149.94万 | 0.13% | 34,345 | 3,164 | 10.1% | $105.94万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,151.45万 | 0.13% | 119,408 | 5,102 | 4.5% | $49.20万 | 加仓 |
| TIP | ISHARES TR | $1,155.61万 | 0.13% | 105,603 | 62,497 | 145.0% | $683.90万 | 加仓 |
| MUB | ISHARES TR | $1,158.53万 | 0.13% | 107,650 | 8,487 | 8.6% | $91.34万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,174.97万 | 0.13% | 128,821 | -17,582 | -12.0% | -$160.36万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,177.44万 | 0.13% | 234,410 | 6,602 | 2.9% | $33.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,177.94万 | 0.13% | 27,168 | -8,788 | -24.4% | -$381.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,183.95万 | 0.13% | 80,738 | 7,993 | 11.0% | $117.21万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,187.30万 | 0.13% | 395,634 | 11,659 | 3.0% | $34.99万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,189.97万 | 0.13% | 146,801 | 332 | 0.2% | $2.69万 | 加仓 |
| GLW | CORNING INC | $1,191.75万 | 0.13% | 46,657 | -5,835 | -11.1% | -$149.04万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,201.84万 | 0.13% | 176,715 | 6,589 | 3.9% | $44.81万 | 加仓 |