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 |
|---|---|---|---|---|---|---|---|---|
| MDIV | FIRST TR EXCHANGE TRADED FD | $17.39万 | 0.00% | 10,523 | 10,523 | — | $17.39万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $17.50万 | 0.00% | 18,634 | -1,127 | -5.7% | -$1.06万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $17.63万 | 0.00% | 11,733 | 1,662 | 16.5% | $2.50万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $18.97万 | 0.00% | 32,535 | 1,040 | 3.3% | $6,063 | 加仓 |
| GAP | GAP INC | $19.13万 | 0.00% | 10,242 | -36 | -0.4% | -$673 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $19.29万 | 0.00% | 17,768 | 76 | 0.4% | $825 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $19.57万 | 0.00% | 24,611 | -1,542 | -5.9% | -$1.23万 | 减仓 |
| BGC | BGC GROUP INC | $19.95万 | 0.00% | 18,658 | 18,658 | — | $19.95万 | 新建仓 |
| — | GABELLI ETFS TRUST | $20.04万 | 0.00% | 3,575 | 3,575 | — | $20.04万 | 新建仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $20.09万 | 0.00% | 8,771 | 8,771 | — | $20.09万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $20.13万 | 0.00% | 4,943 | -12,580 | -71.8% | -$51.23万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.22万 | 0.00% | 1,964 | 1,964 | — | $20.22万 | 新建仓 |
| — | FIDELITY GREENWOOD STREET TR | $20.23万 | 0.00% | 7,002 | 7,002 | — | $20.23万 | 新建仓 |
| EPI | WISDOMTREE TR | $20.32万 | 0.00% | 4,749 | -1,284 | -21.3% | -$5.49万 | 减仓 |
| SUSB | ISHARES TR | $20.35万 | 0.00% | 8,145 | 8,145 | — | $20.35万 | 新建仓 |
| VFVA | VANGUARD WELLINGTON FD | $20.36万 | 0.00% | 1,372 | 1,372 | — | $20.36万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.43万 | 0.00% | 1,998 | 1,998 | — | $20.43万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $20.53万 | 0.00% | 4,060 | 4,060 | — | $20.53万 | 新建仓 |
| XYZ | BLOCK INC | $20.55万 | 0.00% | 2,704 | -712 | -20.8% | -$5.41万 | 减仓 |
| XOP | SPDR SERIES TRUST | $20.56万 | 0.00% | 1,333 | -7,949 | -85.6% | -$122.60万 | 减仓 |
| DTM | DT MIDSTREAM INC | $20.64万 | 0.00% | 1,398 | 1,398 | — | $20.64万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $20.68万 | 0.00% | 1,558 | 1,558 | — | $20.68万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $20.69万 | 0.00% | 955 | 955 | — | $20.69万 | 新建仓 |
| YETI | YETI HLDGS INC | $20.87万 | 0.00% | 4,212 | 4,212 | — | $20.87万 | 新建仓 |
| TRMB | TRIMBLE INC | $20.93万 | 0.00% | 4,089 | -190 | -4.4% | -$9,724 | 减仓 |
| — | CALAMOS ETF TR | $20.96万 | 0.00% | 7,805 | 7,805 | — | $20.96万 | 新建仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $21.02万 | 0.00% | 4,380 | 4,380 | — | $21.02万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $21.03万 | 0.00% | 24,971 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $21.03万 | 0.00% | 1,550 | -2,888 | -65.1% | -$39.18万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $21.05万 | 0.00% | 2,426 | -334 | -12.1% | -$2.90万 | 减仓 |
| — | ASTRONOVA INC | $21.07万 | 0.00% | 7,400 | 7,400 | — | $21.07万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $21.11万 | 0.00% | 1,266 | -371 | -22.7% | -$6.18万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $21.19万 | 0.00% | 3,628 | -54 | -1.5% | -$3,155 | 减仓 |
| FWDI | FORWARD INDUSTRIES INC | $21.20万 | 0.00% | 50,230 | 15,275 | 43.7% | $6.45万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $21.21万 | 0.00% | 4,208 | 4,208 | — | $21.21万 | 新建仓 |
| ALKS | ALKERMES PLC | $21.23万 | 0.00% | 4,052 | 4,052 | — | $21.23万 | 新建仓 |
| IYE | ISHARES TR | $21.25万 | 0.00% | 3,755 | 14 | 0.4% | $792 | 加仓 |
| HEI/A | HEICO CORP NEW | $21.28万 | 0.00% | 825 | 825 | — | $21.28万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $21.29万 | 0.00% | 58,004 | -79 | -0.1% | -$290 | 减仓 |
| AIZ | ASSURANT INC | $21.32万 | 0.00% | 794 | 794 | — | $21.32万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $21.32万 | 0.00% | 757 | 54 | 7.7% | $1.52万 | 重新持有 |
| TWLO | TWILIO INC | $21.33万 | 0.00% | 1,034 | 1,034 | — | $21.33万 | 新建仓 |
| BPOP | POPULAR INC | $21.36万 | 0.00% | 1,294 | 1,294 | — | $21.36万 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $21.37万 | 0.00% | 8,172 | 8,172 | — | $21.37万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $21.38万 | 0.00% | 2,502 | 2,502 | — | $21.38万 | 新建仓 |
| SETM | SPROTT FDS TR | $21.46万 | 0.00% | 6,887 | 6,887 | — | $21.46万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $21.50万 | 0.00% | 10,658 | 21 | 0.2% | $424 | 加仓 |
| RIG | TRANSOCEAN LTD | $21.53万 | 0.00% | 44,035 | -100 | -0.2% | -$489 | 减仓 |
| — | TAO SYNERGIES INC | $21.54万 | 0.00% | 57,760 | 14,485 | 33.5% | $5.40万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $21.56万 | 0.00% | 4,101 | -271 | -6.2% | -$1.42万 | 减仓 |
| — | ISHARES TR | $21.62万 | 0.00% | 6,732 | 6,732 | — | $21.62万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $21.73万 | 0.00% | 4,851 | -11,208 | -69.8% | -$50.20万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $21.76万 | 0.00% | 23,172 | 988 | 4.5% | $9,277 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $21.78万 | 0.00% | 913 | 913 | — | $21.78万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $21.85万 | 0.00% | 4,159 | -276 | -6.2% | -$1.45万 | 减仓 |
| HIW | HIGHWOODS PPTYS INC | $21.91万 | 0.00% | 7,265 | 7,265 | — | $21.91万 | 新建仓 |
| MSA | MSA SAFETY INC | $21.94万 | 0.00% | 1,257 | 10 | 0.8% | $1,746 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $21.95万 | 0.00% | 7,727 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $21.95万 | 0.00% | 1,939 | -153 | -7.3% | -$1.73万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $22.06万 | 0.00% | 7,595 | -587 | -7.2% | -$1.70万 | 减仓 |
| SONY | SONY GROUP CORP | $22.08万 | 0.00% | 11,005 | 3,119 | 39.6% | $6.26万 | 重新持有 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $22.09万 | 0.00% | 3,935 | 3,935 | — | $22.09万 | 新建仓 |
| GGG | GRACO INC | $22.11万 | 0.00% | 2,924 | -759 | -20.6% | -$5.74万 | 减仓 |
| EES | WISDOMTREE TR | $22.11万 | 0.00% | 3,261 | 3,261 | — | $22.11万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $22.11万 | 0.00% | 922 | 922 | — | $22.11万 | 新建仓 |
| ISCV | ISHARES TR | $22.23万 | 0.00% | 2,838 | -756 | -21.0% | -$5.92万 | 重新持有 |
| DVYE | ISHARES INC | $22.40万 | 0.00% | 6,950 | 102 | 1.5% | $3,288 | 加仓 |
| KTB | KONTOOR BRANDS INC | $22.44万 | 0.00% | 2,693 | -200 | -6.9% | -$1.67万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.46万 | 0.00% | 1,190 | 1,190 | — | $22.46万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.47万 | 0.00% | 7,965 | 7,965 | — | $22.47万 | 新建仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $22.50万 | 0.00% | 5,864 | 5,864 | — | $22.50万 | 新建仓 |
| PMMF | BLACKROCK ETF TRUST | $22.59万 | 0.00% | 2,252 | 2,252 | — | $22.59万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $22.64万 | 0.00% | 8,817 | -3,331 | -27.4% | -$8.55万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $22.64万 | 0.00% | 5,798 | 5,798 | — | $22.64万 | 新建仓 |
| APA | APA CORPORATION | $22.66万 | 0.00% | 6,957 | 6,957 | — | $22.66万 | 新建仓 |
| ESGE | ISHARES INC | $22.76万 | 0.00% | 4,161 | 4,161 | — | $22.76万 | 新建仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $22.81万 | 0.00% | 10,005 | 10,005 | — | $22.81万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $22.85万 | 0.00% | 2,995 | 2,995 | — | $22.85万 | 新建仓 |
| — | WISDOMTREE TR | $22.86万 | 0.00% | 5,177 | 0 | 0.0% | — | 不变 |
| DIN | DINE BRANDS GLOBAL INC | $22.90万 | 0.00% | 6,345 | 20 | 0.3% | $722 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $22.95万 | 0.00% | 1,179 | 1,179 | — | $22.95万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $22.97万 | 0.00% | 7,181 | 733 | 11.4% | $2.34万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $22.99万 | 0.00% | 21,130 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $23.00万 | 0.00% | 2,574 | -135 | -5.0% | -$1.21万 | 重新持有 |
| CGW | INVESCO EXCH TRADED FD TR II | $23.02万 | 0.00% | 3,503 | -292 | -7.7% | -$1.92万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $23.04万 | 0.00% | 14,825 | 175 | 1.2% | $2,720 | 重新持有 |
| — | INVESTMENT MANAGERS SER TR I | $23.07万 | 0.00% | 11,250 | -450 | -3.8% | -$9,230 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $23.14万 | 0.00% | 9,528 | -200 | -2.1% | -$4,858 | 减仓 |
| SNY | SANOFI SA | $23.24万 | 0.00% | 5,447 | 5,447 | — | $23.24万 | 新建仓 |
| — | REX ETF TR | $23.24万 | 0.00% | 9,362 | 9,362 | — | $23.24万 | 新建仓 |
| SBND | COLUMBIA ETF TR I | $23.25万 | 0.00% | 12,368 | 12,368 | — | $23.25万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $23.26万 | 0.00% | 2,667 | 2,667 | — | $23.26万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $23.26万 | 0.00% | 25,342 | -2,185 | -7.9% | -$2.01万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $23.28万 | 0.00% | 7,768 | 355 | 4.8% | $1.06万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $23.38万 | 0.00% | 3,972 | 3,972 | — | $23.38万 | 新建仓 |
| — | SPROTT ETF TRUST | $23.43万 | 0.00% | 3,106 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $23.48万 | 0.00% | 7,730 | -469 | -5.7% | -$1.42万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $23.49万 | 0.00% | 5,458 | 5,458 | — | $23.49万 | 新建仓 |
| VSAT | VIASAT INC | $23.55万 | 0.00% | 2,622 | 2,622 | — | $23.55万 | 新建仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $23.63万 | 0.00% | 13,763 | 52 | 0.4% | $893 | 加仓 |