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 |
|---|---|---|---|---|---|---|---|---|
| MDYV | SPDR SERIES TRUST | $1,205.00万 | 0.13% | 127,043 | -2,150 | -1.7% | -$20.39万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,219.16万 | 0.13% | 253,359 | 13,107 | 5.5% | $63.07万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,223.08万 | 0.13% | 216,551 | -23,312 | -9.7% | -$131.67万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,223.92万 | 0.13% | 16,998 | 691 | 4.2% | $49.75万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,227.41万 | 0.13% | 102,695 | 34,863 | 51.4% | $416.68万 | 加仓 |
| QUAL | ISHARES TR | $1,241.27万 | 0.14% | 56,568 | 1,409 | 2.6% | $30.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,253.23万 | 0.14% | 452,428 | 24,689 | 5.8% | $68.39万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1,255.48万 | 0.14% | 112,006 | -1,725 | -1.5% | -$19.34万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,257.51万 | 0.14% | 37,177 | -1,463 | -3.8% | -$49.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,259.90万 | 0.14% | 76,007 | 6,074 | 8.7% | $100.68万 | 加仓 |
| HD | HOME DEPOT INC | $1,278.52万 | 0.14% | 36,251 | -524 | -1.4% | -$18.48万 | 减仓 |
| EMHY | ISHARES INC | $1,302.71万 | 0.14% | 320,352 | 860 | 0.3% | $3.50万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,305.74万 | 0.14% | 20,443 | 6,337 | 44.9% | $404.76万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,311.06万 | 0.14% | 45,909 | -3,677 | -7.4% | -$105.01万 | 减仓 |
| CCJ | CAMECO CORP | $1,325.50万 | 0.15% | 130,129 | 2,916 | 2.3% | $29.70万 | 加仓 |
| USFR | WISDOMTREE TR | $1,326.06万 | 0.15% | 263,368 | 188,961 | 254.0% | $951.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,368.08万 | 0.15% | 155,676 | 16,460 | 11.8% | $144.65万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,369.98万 | 0.15% | 716,515 | 5,812 | 0.8% | $11.11万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,378.76万 | 0.15% | 242,782 | 40,039 | 19.7% | $227.38万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,390.47万 | 0.15% | 294,935 | 15,777 | 5.7% | $74.38万 | 加仓 |
| SHV | ISHARES TR | $1,399.73万 | 0.15% | 126,844 | -253,956 | -66.7% | -$2,802.41万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,424.80万 | 0.16% | 142,082 | 8,516 | 6.4% | $85.40万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,426.68万 | 0.16% | 487,919 | 15,089 | 3.2% | $44.12万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,430.83万 | 0.16% | 269,510 | 35,998 | 15.4% | $191.11万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,449.94万 | 0.16% | 499,807 | 24,300 | 5.1% | $70.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,453.94万 | 0.16% | 85,586 | 3,419 | 4.2% | $58.08万 | 加仓 |
| GEV | GE VERNOVA INC | $1,468.35万 | 0.16% | 12,493 | 2,937 | 30.7% | $345.20万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,477.03万 | 0.16% | 49,583 | -6,518 | -11.6% | -$194.16万 | 减仓 |
| NFLX | NETFLIX INC. | $1,481.17万 | 0.16% | 207,446 | -19,689 | -8.7% | -$140.58万 | 减仓 |
| IGSB | ISHARES TR | $1,485.24万 | 0.16% | 283,389 | 5,775 | 2.1% | $30.27万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,513.04万 | 0.17% | 53,805 | 7,568 | 16.4% | $212.82万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1,522.17万 | 0.17% | 1,049,774 | 17,259 | 1.7% | $25.03万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,552.21万 | 0.17% | 695,748 | 22,860 | 3.4% | $51.00万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,570.23万 | 0.17% | 303,250 | 5,529 | 1.9% | $28.63万 | 加仓 |
| BA | BOEING CO | $1,570.36万 | 0.17% | 72,544 | 1,801 | 2.5% | $38.99万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,646.13万 | 0.18% | 491,970 | 79,626 | 19.3% | $266.43万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1,651.89万 | 0.18% | 66,638 | 41,843 | 168.8% | $1,037.25万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,692.66万 | 0.19% | 335,911 | -5,371 | -1.6% | -$27.06万 | 减仓 |
| ASML | ASML HLDG NV | $1,725.28万 | 0.19% | 8,672 | 820 | 10.4% | $163.14万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,732.66万 | 0.19% | 194,245 | -16,146 | -7.7% | -$144.02万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,744.28万 | 0.19% | 306,121 | 20,308 | 7.1% | $115.71万 | 加仓 |
| EWJ | ISHARES INC | $1,750.99万 | 0.19% | 187,734 | -658 | -0.3% | -$6.14万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,752.26万 | 0.19% | 552,588 | 35,578 | 6.9% | $112.82万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,794.34万 | 0.20% | 209,889 | 9,545 | 4.8% | $81.60万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,802.99万 | 0.20% | 23,626 | -93 | -0.4% | -$7.10万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,807.89万 | 0.20% | 356,903 | 1,519 | 0.4% | $7.69万 | 加仓 |
| URI | UNITED RENTALS INC | $1,858.58万 | 0.20% | 16,406 | 128 | 0.8% | $14.50万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,874.56万 | 0.21% | 248,254 | -8,390 | -3.3% | -$63.35万 | 减仓 |
| MOAT | VANECK ETF TRUST | $1,882.78万 | 0.21% | 181,107 | -34,332 | -15.9% | -$356.91万 | 减仓 |
| CSCO | CISCO SYS INC | $1,896.41万 | 0.21% | 161,451 | 4,496 | 2.9% | $52.81万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,898.55万 | 0.21% | 117,528 | -1,763 | -1.5% | -$28.48万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,908.20万 | 0.21% | 417,093 | 56,778 | 15.8% | $259.76万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,910.10万 | 0.21% | 231,192 | -6,822 | -2.9% | -$56.36万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,981.40万 | 0.22% | 433,566 | 25,850 | 6.3% | $118.13万 | 加仓 |
| MRK | MERCK & CO INC | $1,989.23万 | 0.22% | 153,789 | 5,356 | 3.6% | $69.28万 | 加仓 |
| GBND | GOLDMAN SACHS ETF TR | $2,005.99万 | 0.22% | 396,755 | 396,755 | — | $2,005.99万 | 新建仓 |
| IJR | ISHARES TR | $2,037.32万 | 0.22% | 137,369 | 6,179 | 4.7% | $91.64万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,048.64万 | 0.22% | 86,579 | 7,081 | 8.9% | $167.55万 | 加仓 |
| IWD | ISHARES TR | $2,117.17万 | 0.23% | 87,331 | 2,841 | 3.4% | $68.87万 | 加仓 |
| V | VISA INC | $2,177.27万 | 0.24% | 63,461 | -3,102 | -4.7% | -$106.43万 | 减仓 |
| IWF | ISHARES TR | $2,271.75万 | 0.25% | 182,955 | 6,551 | 3.7% | $81.34万 | 加仓 |
| GLD | SPDR GOLD TR | $2,280.09万 | 0.25% | 61,895 | 4,246 | 7.4% | $156.41万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,302.30万 | 0.25% | 120,843 | -1,496 | -1.2% | -$28.50万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,327.06万 | 0.26% | 509,687 | 18,993 | 3.9% | $86.72万 | 加仓 |
| ABBV | ABBVIE INC | $2,343.00万 | 0.26% | 93,109 | 4,080 | 4.6% | $102.67万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,346.79万 | 0.26% | 543,993 | 11,131 | 2.1% | $48.02万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,347.40万 | 0.26% | 44,815 | -130 | -0.3% | -$6.81万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,361.58万 | 0.26% | 49,353 | 1,571 | 3.3% | $75.17万 | 加仓 |
| CIEN | CIENA CORP | $2,400.51万 | 0.26% | 48,934 | 39,925 | 443.2% | $1,958.56万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,404.99万 | 0.26% | 975,260 | 58,474 | 6.4% | $144.20万 | 加仓 |
| — | EXXON MOBIL CORP | $2,462.65万 | 0.27% | 180,124 | 4,247 | 2.4% | $58.06万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,466.97万 | 0.27% | 156,108 | 8,344 | 5.6% | $131.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,482.67万 | 0.27% | 26,539 | 326 | 1.2% | $30.50万 | 加仓 |
| IWO | ISHARES TR | $2,512.90万 | 0.28% | 63,786 | 17,950 | 39.2% | $707.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,659.68万 | 0.29% | 445,583 | 22,774 | 5.4% | $135.94万 | 加仓 |
| IVE | ISHARES TR | $2,662.56万 | 0.29% | 117,262 | 2,620 | 2.3% | $59.49万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,726.96万 | 0.30% | 242,785 | 1,396 | 0.6% | $15.68万 | 加仓 |
| IBDZ | ISHARES TR | $2,747.53万 | 0.30% | 1,054,715 | -700,652 | -39.9% | -$1,825.20万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,751.18万 | 0.30% | 934,822 | 166,546 | 21.7% | $490.14万 | 加仓 |
| IBDT | ISHARES TR | $2,751.56万 | 0.30% | 1,089,727 | 540,858 | 98.5% | $1,365.67万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $2,840.26万 | 0.31% | 366,127 | 117,020 | 47.0% | $907.79万 | 加仓 |
| IBDU | ISHARES TR | $2,848.56万 | 0.31% | 1,229,949 | 116,244 | 10.4% | $269.22万 | 加仓 |
| IBDW | ISHARES TR | $2,917.56万 | 0.32% | 1,399,981 | -500,254 | -26.3% | -$1,042.53万 | 减仓 |
| IBDX | ISHARES TR | $2,922.49万 | 0.32% | 1,160,179 | -424,395 | -26.8% | -$1,069.05万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,936.70万 | 0.32% | 304,353 | -17,412 | -5.4% | -$168.01万 | 减仓 |
| IBDY | ISHARES TR | $2,943.23万 | 0.32% | 1,143,222 | -895,423 | -43.9% | -$2,305.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,023.91万 | 0.33% | 119,066 | 261 | 0.2% | $6.63万 | 加仓 |
| ITOT | ISHARES TR | $3,127.69万 | 0.34% | 190,400 | -14,617 | -7.1% | -$240.11万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $3,137.67万 | 0.34% | 206,793 | -3,860 | -1.8% | -$58.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,214.08万 | 0.35% | 388,878 | 22,587 | 6.2% | $186.68万 | 加仓 |
| WMT | WALMART INC | $3,240.86万 | 0.36% | 286,143 | 43,375 | 17.9% | $491.27万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,244.82万 | 0.36% | 75,206 | -11,303 | -13.1% | -$487.68万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,291.66万 | 0.36% | 32,547 | -4,625 | -12.4% | -$467.75万 | 减仓 |
| EFAV | ISHARES TR | $3,298.55万 | 0.36% | 376,075 | 1,754 | 0.5% | $15.38万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,309.03万 | 0.36% | 977,847 | 39,481 | 4.2% | $133.60万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,311.47万 | 0.36% | 155,636 | 2,716 | 1.8% | $57.79万 | 加仓 |
| IBDV | ISHARES TR | $3,358.22万 | 0.37% | 1,540,468 | -69,165 | -4.3% | -$150.78万 | 减仓 |
| IEMG | ISHARES INC | $3,447.80万 | 0.38% | 416,200 | 16,215 | 4.1% | $134.32万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $3,476.67万 | 0.38% | 766,801 | -40,592 | -5.0% | -$184.04万 | 减仓 |
| AGG | ISHARES TR | $3,485.80万 | 0.38% | 352,172 | 31,061 | 9.7% | $307.44万 | 加仓 |