Summit Financial, LLC
PARSIPPANY NJ · SEC CIK 0001765536
$78.49亿2026Q1 申报市值
1,397持仓数
22.7%前十大占比 · 第一大 7.1%
184 / 65新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPYG 加仓+$3,682.14万
AAPL 加仓+$3,249.50万
SPYV 加仓+$3,179.95万
VTI 加仓+$2,261.07万
GOOG 加仓+$2,197.72万
2026Q1 卖出最多 按季末市值估算
FXO 减仓-$899.00万
WPM 减仓-$873.64万
FIRST TR EXCHANG 减仓-$719.72万
VICTORY PORTFOLI 清仓-$713.31万
VHT 减仓-$670.83万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GLPI | GAMING & LEISURE P | $23.77万 | 0.00% | 5,357 | 255 | 5.0% | $1.13万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $23.85万 | 0.00% | 1,507 | 105 | 7.5% | $1.66万 | 加仓 |
| FALN | ISHARES TR | $23.95万 | 0.00% | 8,965 | 8,965 | — | $23.95万 | 新建仓 |
| CGBD | CARLYLE SECURED LENDING INC | $23.96万 | 0.00% | 21,130 | 21,130 | — | $23.96万 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $24.14万 | 0.00% | 10,078 | 11 | 0.1% | $263 | 加仓 |
| IYE | ISHARES TR | $24.23万 | 0.00% | 3,741 | 3,741 | — | $24.23万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $24.26万 | 0.00% | 5,384 | 5,384 | — | $24.26万 | 新建仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $24.26万 | 0.00% | 3,795 | 3,795 | — | $24.26万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $24.31万 | 0.00% | 14,036 | 14,036 | — | $24.31万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $24.35万 | 0.00% | 6,280 | 6,280 | — | $24.35万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.36万 | 0.00% | 598 | 598 | — | $24.36万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $24.37万 | 0.00% | 4,912 | 649 | 15.2% | $3.22万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $24.42万 | 0.00% | 19,712 | 878 | 4.7% | $1.09万 | 加仓 |
| LEN | LENNAR CORP | $24.43万 | 0.00% | 2,813 | 190 | 7.2% | $1.65万 | 加仓 |
| EPI | WISDOMTREE TR | $24.61万 | 0.00% | 6,033 | -924 | -13.3% | -$3.77万 | 减仓 |
| — | TAO SYNERGIES INC | $24.62万 | 0.00% | 43,275 | 11,800 | 37.5% | $6.71万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $24.63万 | 0.00% | 6,071 | -43 | -0.7% | -$1,745 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $24.79万 | 0.00% | 2,960 | 2,960 | — | $24.79万 | 新建仓 |
| GAP | GAP INC | $24.87万 | 0.00% | 10,278 | 654 | 6.8% | $1.58万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $24.95万 | 0.00% | 39,109 | 51 | 0.1% | $325 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $25.17万 | 0.00% | 3,997 | 3 | 0.1% | $189 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $25.20万 | 0.00% | 13,711 | 13,711 | — | $25.20万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $25.23万 | 0.00% | 3,928 | 113 | 3.0% | $7,257 | 加仓 |
| NXT | NEXTPOWER INC | $25.24万 | 0.00% | 2,094 | 2,094 | — | $25.24万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $25.45万 | 0.00% | 3,547 | 3,547 | — | $25.45万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $25.45万 | 0.00% | 1,303 | -45 | -3.3% | -$8,790 | 重新持有 |
| DG | DOLLAR GEN CORP | $25.50万 | 0.00% | 2,147 | 263 | 14.0% | $3.12万 | 加仓 |
| DXCM | DEXCOM INC | $25.60万 | 0.00% | 4,076 | 72 | 1.8% | $4,522 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $25.73万 | 0.00% | 7,413 | 77 | 1.0% | $2,673 | 加仓 |
| TRGP | TARGA RES CORP | $25.85万 | 0.00% | 1,031 | -4,135 | -80.0% | -$103.68万 | 减仓 |
| RGLD | ROYAL GOLD INC | $25.88万 | 0.00% | 1,017 | 1,017 | — | $25.88万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $25.94万 | 0.00% | 2,048 | 2,048 | — | $25.94万 | 新建仓 |
| BDC | BELDEN INC | $26.00万 | 0.00% | 2,263 | 67 | 3.1% | $7,697 | 加仓 |
| ROKU | ROKU INC | $26.00万 | 0.00% | 2,748 | 6 | 0.2% | $568 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $26.08万 | 0.00% | 2,848 | 17 | 0.6% | $1,557 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.09万 | 0.00% | 3,295 | 3,295 | — | $26.09万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $26.17万 | 0.00% | 1,647 | -155 | -8.6% | -$2.46万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $26.24万 | 0.00% | 6,273 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $26.24万 | 0.00% | 1,458 | -5 | -0.3% | -$900 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $26.26万 | 0.00% | 4,372 | 4,372 | — | $26.26万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $26.31万 | 0.00% | 2,646 | 86 | 3.4% | $8,553 | 加仓 |
| — | PROSHARES TR | $26.37万 | 0.00% | 3,504 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $26.39万 | 0.00% | 1,923 | 392 | 25.6% | $5.38万 | 加仓 |
| BWX | SPDR SERIES TRUST | $26.46万 | 0.00% | 12,055 | -41 | -0.3% | -$900 | 减仓 |
| CCI | CROWN CASTLE INC | $26.47万 | 0.00% | 3,255 | -388 | -10.7% | -$3.16万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $26.50万 | 0.00% | 5,644 | 5,644 | — | $26.50万 | 新建仓 |
| PL | PLANET LABS PBC | $26.51万 | 0.00% | 9,485 | -4,227 | -30.8% | -$11.81万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $26.59万 | 0.00% | 1,637 | -145 | -8.1% | -$2.36万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $26.64万 | 0.00% | 6,565 | -2,806 | -29.9% | -$11.38万 | 减仓 |
| TKR | TIMKEN CO | $26.64万 | 0.00% | 2,649 | -99 | -3.6% | -$9,956 | 减仓 |
| — | SPROTT ETF TRUST | $26.74万 | 0.00% | 3,106 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.77万 | 0.00% | 11,178 | -243 | -2.1% | -$5,820 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $26.79万 | 0.00% | 3,580 | 3,580 | — | $26.79万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $26.91万 | 0.00% | 9,863 | 91 | 0.9% | $2,483 | 加仓 |
| HUM | HUMANA INC | $27.11万 | 0.00% | 1,556 | 273 | 21.3% | $4.76万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $27.12万 | 0.00% | 1,022 | 18 | 1.8% | $4,776 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $27.27万 | 0.00% | 8,907 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $27.36万 | 0.00% | 1,596 | 1,596 | — | $27.36万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $27.46万 | 0.00% | 12,699 | -60 | -0.5% | -$1,297 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $27.53万 | 0.00% | 14,890 | 14,890 | — | $27.53万 | 新建仓 |
| SMTH | ALPS ETF TR | $27.59万 | 0.00% | 10,714 | -6,236 | -36.8% | -$16.06万 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $27.67万 | 0.00% | 6,271 | -1,243 | -16.5% | -$5.49万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $27.68万 | 0.00% | 8,165 | -493 | -5.7% | -$1.67万 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $27.81万 | 0.00% | 4,710 | 10 | 0.2% | $590 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $27.84万 | 0.00% | 2,230 | 5 | 0.2% | $624 | 加仓 |
| TRMB | TRIMBLE INC | $27.91万 | 0.00% | 4,279 | -951 | -18.2% | -$6.20万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $27.96万 | 0.00% | 25,332 | 25,332 | — | $27.96万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $27.99万 | 0.00% | 4,332 | -60 | -1.4% | -$3,877 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $28.47万 | 0.00% | 5,399 | 5,399 | — | $28.47万 | 新建仓 |
| RPM | RPM INTL INC | $28.55万 | 0.00% | 2,872 | -261 | -8.3% | -$2.59万 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $28.56万 | 0.00% | 10,718 | -1,065 | -9.0% | -$2.84万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $28.61万 | 0.00% | 6,644 | 6,644 | — | $28.61万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $28.64万 | 0.00% | 2,935 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $28.71万 | 0.00% | 883 | -130 | -12.8% | -$4.23万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.79万 | 0.00% | 3,493 | -835 | -19.3% | -$6.88万 | 减仓 |
| IAK | ISHARES TR | $28.84万 | 0.00% | 2,248 | -67 | -2.9% | -$8,595 | 减仓 |
| DEO | DIAGEO PLC | $28.89万 | 0.00% | 3,881 | 760 | 24.4% | $5.66万 | 加仓 |
| — | ELECTRONIC ARTS INC | $28.94万 | 0.00% | 1,419 | 235 | 19.8% | $4.79万 | 加仓 |
| VNOM | VIPER ENERGY INC | $29.23万 | 0.00% | 6,220 | -15,963 | -72.0% | -$75.01万 | 减仓 |
| RIG | TRANSOCEAN LTD | $29.26万 | 0.00% | 44,135 | -375 | -0.8% | -$2,486 | 减仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $29.31万 | 0.00% | 36,500 | -600 | -1.6% | -$4,818 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $29.35万 | 0.00% | 8,341 | -338 | -3.9% | -$1.19万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $29.38万 | 0.00% | 6,364 | -170 | -2.6% | -$7,848 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $29.39万 | 0.00% | 9,121 | 2,077 | 29.5% | $6.69万 | 加仓 |
| DTD | WISDOMTREE TR | $29.43万 | 0.00% | 3,408 | 2 | 0.1% | $173 | 加仓 |
| HXL | HEXCEL CORP NEW | $29.55万 | 0.00% | 3,652 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $29.58万 | 0.00% | 11,127 | -913 | -7.6% | -$2.43万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $29.70万 | 0.00% | 6,667 | 1,046 | 18.6% | $4.66万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.72万 | 0.00% | 7,687 | 9 | 0.1% | $348 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $29.81万 | 0.00% | 27,527 | -14,629 | -34.7% | -$15.84万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $30.17万 | 0.00% | 18,047 | 344 | 1.9% | $5,751 | 加仓 |
| MFM | MFS MUN INCOME TR | $30.26万 | 0.00% | 56,137 | 32 | 0.1% | $172 | 加仓 |
| SMIZ | ZACKS TRUST | $30.31万 | 0.00% | 8,177 | -75 | -0.9% | -$2,780 | 减仓 |
| — | PACER FDS TR | $30.41万 | 0.00% | 6,471 | 6,471 | — | $30.41万 | 新建仓 |
| FAST | FASTENAL CO | $30.45万 | 0.00% | 6,562 | 848 | 14.8% | $3.94万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $30.49万 | 0.00% | 4,924 | -380 | -7.2% | -$2.35万 | 减仓 |
| RIO | RIO TINTO PLC | $30.50万 | 0.00% | 3,184 | 14 | 0.4% | $1,341 | 加仓 |
| ONON | ON HLDG AG | $30.55万 | 0.00% | 8,979 | 8,979 | — | $30.55万 | 新建仓 |
| SCI | SERVICE CORP INTL | $30.61万 | 0.00% | 3,710 | 210 | 6.0% | $1.73万 | 加仓 |
| EBAY | EBAY INC. | $30.70万 | 0.00% | 3,372 | 478 | 16.5% | $4.35万 | 加仓 |