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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $3,523.96万 | 0.39% | 457,005 | 20,098 | 4.6% | $154.98万 | 加仓 |
| IUSB | ISHARES TR | $3,535.87万 | 0.39% | 766,169 | 51,763 | 7.2% | $238.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,544.27万 | 0.39% | 116,926 | 6,844 | 6.2% | $207.46万 | 加仓 |
| LLY | ELI LILLY & CO | $3,777.62万 | 0.41% | 31,495 | 3,172 | 11.2% | $380.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,824.60万 | 0.42% | 33,134 | -3,850 | -10.4% | -$444.40万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,868.04万 | 0.42% | 66,586 | -3,219 | -4.6% | -$186.99万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,875.44万 | 0.42% | 332,171 | 1,920 | 0.6% | $22.40万 | 加仓 |
| CAT | CATERPILLAR INC | $3,940.40万 | 0.43% | 37,003 | 138 | 0.4% | $14.70万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,999.20万 | 0.44% | 55,314 | 1,012 | 1.9% | $73.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $4,084.86万 | 0.45% | 206,724 | 11,714 | 6.0% | $231.47万 | 加仓 |
| SMH | VANECK ETF TRUST | $4,339.05万 | 0.48% | 66,155 | -14,751 | -18.2% | -$967.51万 | 减仓 |
| TSLA | TESLA INC | $4,397.24万 | 0.48% | 104,547 | 4,945 | 5.0% | $207.99万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,461.01万 | 0.49% | 852,313 | 77,818 | 10.0% | $407.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,728.85万 | 0.52% | 586,924 | 75,568 | 14.8% | $608.85万 | 加仓 |
| IWM | ISHARES TR | $4,730.66万 | 0.52% | 157,452 | 9,067 | 6.1% | $272.42万 | 加仓 |
| META | META PLATFORMS INC | $4,751.67万 | 0.52% | 84,356 | 3,673 | 4.6% | $206.90万 | 加仓 |
| IEFA | ISHARES TR | $5,248.51万 | 0.58% | 543,437 | -22,787 | -4.0% | -$220.08万 | 减仓 |
| AVGO | BROADCOM INC | $5,426.94万 | 0.60% | 143,665 | 2,561 | 1.8% | $96.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $5,433.68万 | 0.60% | 223,617 | 7,786 | 3.6% | $189.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,713.05万 | 0.63% | 174,535 | -21,704 | -11.1% | -$710.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,721.48万 | 0.63% | 803,015 | 28,299 | 3.7% | $201.63万 | 加仓 |
| ICSH | ISHARES TR | $6,084.99万 | 0.67% | 1,203,043 | 1,121,777 | 1,380.4% | $5,673.95万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $6,228.70万 | 0.68% | 1,024,625 | 59,154 | 6.1% | $359.60万 | 加仓 |
| GOOG | ALPHABET INC | $6,611.08万 | 0.72% | 187,108 | 1,418 | 0.8% | $50.10万 | 加仓 |
| PYLD | PIMCO ETF TR | $7,552.03万 | 0.83% | 2,847,673 | 350,760 | 14.0% | $930.22万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $8,248.30万 | 0.90% | 693,192 | 35,198 | 5.3% | $418.82万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,540.97万 | 0.94% | 170,686 | 4,198 | 2.5% | $210.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,679.78万 | 0.95% | 232,689 | -4,450 | -1.9% | -$165.99万 | 减仓 |
| QQQ | INVESCO QQQ TR | $9,066.27万 | 0.99% | 122,994 | 69 | 0.1% | $5.09万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $9,382.65万 | 1.03% | 1,753,766 | 90,281 | 5.4% | $483.00万 | 加仓 |
| AMZN | AMAZON COM INC | $9,891.77万 | 1.08% | 415,028 | 7,095 | 1.7% | $169.10万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.08亿 | 1.18% | 356,488 | 11,935 | 3.5% | $361.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.13亿 | 1.24% | 151,265 | 2,598 | 1.7% | $194.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.19亿 | 1.30% | 172,958 | 10,980 | 6.8% | $754.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.26亿 | 1.38% | 577,286 | 24,338 | 4.4% | $530.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.53亿 | 1.67% | 763,018 | 73,108 | 10.6% | $1,462.82万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.56亿 | 1.71% | 1,813,507 | 109,093 | 6.4% | $939.73万 | 加仓 |
| AAPL | APPLE INC | $1.97亿 | 2.16% | 680,491 | 20,474 | 3.1% | $592.44万 | 加仓 |
| IVV | ISHARES TR | $2.26亿 | 2.47% | 301,387 | 45,433 | 17.8% | $3,402.44万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.94亿 | 3.22% | 3,511,693 | 59,473 | 1.7% | $498.09万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6.49亿 | 7.11% | 1,752,517 | 20,800 | 1.2% | $769.68万 | 加仓 |