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 |
|---|---|---|---|---|---|---|---|---|
| STZ | CONSTELLATION BRANDS INC | $23.69万 | 0.00% | 1,703 | -6,040 | -78.0% | -$84.03万 | 减仓 |
| BCS | BARCLAYS PLC | $23.79万 | 0.00% | 8,857 | 8,857 | — | $23.79万 | 新建仓 |
| BALL | BALL CORP | $23.84万 | 0.00% | 3,820 | 275 | 7.8% | $1.72万 | 加仓 |
| IVVW | ISHARES TR | $23.88万 | 0.00% | 5,354 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $23.88万 | 0.00% | 8,767 | -198 | -2.2% | -$5,393 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $23.98万 | 0.00% | 6,788 | -111,531 | -94.3% | -$394.04万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $24.03万 | 0.00% | 5,201 | 8 | 0.2% | $370 | 加仓 |
| SUSA | ISHARES TR | $24.04万 | 0.00% | 1,558 | -185 | -10.6% | -$2.85万 | 减仓 |
| TLN | TALEN ENERGY CORP | $24.05万 | 0.00% | 626 | -474 | -43.1% | -$18.21万 | 减仓 |
| WAT | WATERS CORP | $24.22万 | 0.00% | 646 | 646 | — | $24.22万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $24.24万 | 0.00% | 5,444 | 87 | 1.6% | $3,874 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.28万 | 0.00% | 10,150 | 10,150 | — | $24.28万 | 新建仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $24.33万 | 0.00% | 1,735 | 0 | 0.0% | — | 不变 |
| — | POWERLAW CORP | $24.38万 | 0.00% | 16,608 | 16,608 | — | $24.38万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.46万 | 0.00% | 7,866 | -37 | -0.5% | -$1,151 | 减仓 |
| HYDB | ISHARES TR | $24.48万 | 0.00% | 5,233 | 902 | 20.8% | $4.22万 | 加仓 |
| SNA | SNAP ON INC | $24.59万 | 0.00% | 611 | 31 | 5.3% | $1.25万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $24.61万 | 0.00% | 6,571 | -1,594 | -19.5% | -$5.97万 | 减仓 |
| — | ALPHA TAU MEDICAL LTD | $24.62万 | 0.00% | 19,570 | -10,430 | -34.8% | -$13.12万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $24.71万 | 0.00% | 9,874 | 9,874 | — | $24.71万 | 新建仓 |
| IMTM | ISHARES TR | $24.73万 | 0.00% | 4,638 | 41 | 0.9% | $2,186 | 加仓 |
| LH | LABCORP HOLDINGS INC | $24.78万 | 0.00% | 885 | 885 | — | $24.78万 | 新建仓 |
| VLUE | ISHARES TR | $24.79万 | 0.00% | 1,241 | 1,241 | — | $24.79万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $24.79万 | 0.00% | 179 | 179 | — | $24.79万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $24.90万 | 0.00% | 2,778 | -517 | -15.7% | -$4.63万 | 减仓 |
| AGOX | STARBOARD INVT TR | $24.91万 | 0.00% | 7,188 | 0 | 0.0% | — | 重新持有 |
| TECK | TECK RESOURCES LTD | $24.92万 | 0.00% | 4,191 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $24.93万 | 0.00% | 11,499 | -556 | -4.6% | -$1.21万 | 减仓 |
| BURL | BURLINGTON STORES INC | $25.01万 | 0.00% | 790 | -93 | -10.5% | -$2.94万 | 减仓 |
| IYJ | ISHARES TR | $25.05万 | 0.00% | 1,503 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $25.07万 | 0.00% | 2,812 | 2,812 | — | $25.07万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.14万 | 0.00% | 8,250 | 8,250 | — | $25.14万 | 新建仓 |
| MKL | MARKEL GROUP INC | $25.19万 | 0.00% | 129 | 22 | 20.6% | $4.30万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $25.20万 | 0.00% | 4,957 | 45 | 0.9% | $2,288 | 加仓 |
| TLTW | ISHARES TR | $25.24万 | 0.00% | 11,300 | 2,000 | 21.5% | $4.47万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $25.32万 | 0.00% | 6,130 | 6,130 | — | $25.32万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $25.38万 | 0.00% | 5,835 | -127 | -2.1% | -$5,524 | 重新持有 |
| AMKR | AMKOR TECHNOLOGY INC | $25.41万 | 0.00% | 2,947 | 2,947 | — | $25.41万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $25.80万 | 0.00% | 6,347 | -218 | -3.3% | -$8,862 | 减仓 |
| BILS | SPDR SERIES TRUST | $25.81万 | 0.00% | 2,597 | -49 | -1.9% | -$4,869 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $25.92万 | 0.00% | 5,885 | 5,885 | — | $25.92万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.94万 | 0.00% | 5,080 | -22,207 | -81.4% | -$113.38万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $26.02万 | 0.00% | 26,994 | 37 | 0.1% | $357 | 加仓 |
| AXON | AXON ENTERPRISE INC | $26.07万 | 0.00% | 465 | -21 | -4.3% | -$1.18万 | 减仓 |
| SCI | SERVICE CORP INTL | $26.26万 | 0.00% | 3,457 | -253 | -6.8% | -$1.92万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $26.29万 | 0.00% | 5,962 | -109 | -1.8% | -$4,806 | 减仓 |
| DSPY | TEMA ETF TRUST | $26.35万 | 0.00% | 4,003 | 401 | 11.1% | $2.64万 | 加仓 |
| SII | SPROTT INC | $26.40万 | 0.00% | 2,350 | 100 | 4.4% | $1.12万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $26.46万 | 0.00% | 2,179 | 2,179 | — | $26.46万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $26.47万 | 0.00% | 5,317 | -1,995 | -27.3% | -$9.93万 | 减仓 |
| GH | GUARDANT HEALTH INC | $26.48万 | 0.00% | 1,765 | 1,765 | — | $26.48万 | 新建仓 |
| SAP | SAP SE | $26.48万 | 0.00% | 1,718 | 494 | 40.4% | $7.61万 | 重新持有 |
| NULV | NUSHARES ETF TR | $26.50万 | 0.00% | 5,300 | 5,300 | — | $26.50万 | 新建仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $26.52万 | 0.00% | 3,999 | 2 | 0.1% | $133 | 加仓 |
| — | NEOS ETF TRUST | $26.57万 | 0.00% | 5,157 | 5,157 | — | $26.57万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $26.61万 | 0.00% | 1,578 | -18 | -1.1% | -$3,035 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $26.65万 | 0.00% | 8,632 | -1,231 | -12.5% | -$3.80万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $26.78万 | 0.00% | 9,395 | 9,395 | — | $26.78万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $26.78万 | 0.00% | 1,717 | -331 | -16.2% | -$5.16万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $26.80万 | 0.00% | 7,641 | 7,641 | — | $26.80万 | 新建仓 |
| RPM | RPM INTL INC | $26.81万 | 0.00% | 2,412 | -460 | -16.0% | -$5.11万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $26.81万 | 0.00% | 5,445 | 5,445 | — | $26.81万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $26.84万 | 0.00% | 6,552 | 6,552 | — | $26.84万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $26.94万 | 0.00% | 3,480 | -100 | -2.8% | -$7,742 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $27.07万 | 0.00% | 85,738 | -40,635 | -32.2% | -$12.83万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $27.08万 | 0.00% | 967 | 58 | 6.4% | $1.62万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $27.09万 | 0.00% | 10,725 | -1,974 | -15.5% | -$4.99万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $27.20万 | 0.00% | 4,404 | 4,404 | — | $27.20万 | 新建仓 |
| NDAQ | NASDAQ INC | $27.23万 | 0.00% | 3,454 | 3,454 | — | $27.23万 | 新建仓 |
| NUMV | NUSHARES ETF TR | $27.31万 | 0.00% | 6,280 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $27.33万 | 0.00% | 2,904 | 20 | 0.7% | $1,882 | 加仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $27.41万 | 0.00% | 10,302 | 26 | 0.3% | $692 | 加仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $27.45万 | 0.00% | 36,500 | 0 | 0.0% | — | 不变 |
| SDSI | AMERICAN CENTY ETF TR | $27.47万 | 0.00% | 5,350 | -1,661 | -23.7% | -$8.53万 | 减仓 |
| DES | WISDOMTREE TR | $27.53万 | 0.00% | 6,767 | 600 | 9.7% | $2.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.53万 | 0.00% | 13,780 | 13,780 | — | $27.53万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $27.61万 | 0.00% | 21,224 | -8,522 | -28.6% | -$11.09万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $27.61万 | 0.00% | 11,926 | 11,926 | — | $27.61万 | 新建仓 |
| IWC | ISHARES TR | $27.68万 | 0.00% | 1,384 | 2 | 0.1% | $400 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $27.70万 | 0.00% | 14,337 | 3,104 | 27.6% | $6.00万 | 加仓 |
| INDA | ISHARES TR | $27.76万 | 0.00% | 5,622 | -48,297 | -89.6% | -$238.52万 | 减仓 |
| IDA | IDACORP INC | $27.81万 | 0.00% | 1,838 | 1,838 | — | $27.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.96万 | 0.00% | 11,000 | 11,000 | — | $27.96万 | 新建仓 |
| DG | DOLLAR GEN CORP | $27.99万 | 0.00% | 2,432 | 285 | 13.3% | $3.28万 | 加仓 |
| NUSC | NUSHARES ETF TR | $28.06万 | 0.00% | 5,384 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $28.11万 | 0.00% | 1,731 | 1,731 | — | $28.11万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.16万 | 0.00% | 4,030 | 0 | 0.0% | — | 重新持有 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $28.18万 | 0.00% | 4,402 | -305 | -6.5% | -$1.95万 | 减仓 |
| — | PROSHARES TR | $28.27万 | 0.00% | 4,205 | 4,205 | — | $28.27万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.36万 | 0.00% | 3,203 | -290 | -8.3% | -$2.57万 | 减仓 |
| SR | SPIRE INC | $28.36万 | 0.00% | 3,594 | -40 | -1.1% | -$3,157 | 减仓 |
| CG | CARLYLE GROUP INC | $28.47万 | 0.00% | 6,761 | 9 | 0.1% | $379 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $28.49万 | 0.00% | 2,346 | 35 | 1.5% | $4,250 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $28.58万 | 0.00% | 2,861 | 2,861 | — | $28.58万 | 新建仓 |
| SMIN | ISHARES TR | $28.77万 | 0.00% | 4,067 | -35,249 | -89.7% | -$249.31万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $28.83万 | 0.00% | 1,327 | -320 | -19.4% | -$6.95万 | 减仓 |
| WHR | WHIRLPOOL CORP | $28.97万 | 0.00% | 7,349 | 518 | 7.6% | $2.04万 | 加仓 |
| MXL | MAXLINEAR INC | $28.97万 | 0.00% | 2,263 | 2,263 | — | $28.97万 | 新建仓 |
| TRGP | TARGA RES CORP | $29.01万 | 0.00% | 1,082 | 51 | 4.9% | $1.37万 | 加仓 |
| TQQQ | PROSHARES TR | $29.02万 | 0.00% | 3,583 | -614 | -14.6% | -$4.97万 | 重新持有 |