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 |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | $29.04万 | 0.00% | 2,917 | 2,917 | — | $29.04万 | 新建仓 |
| MKSI | MKS INC. | $29.13万 | 0.00% | 655 | 655 | — | $29.13万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $29.15万 | 0.00% | 19,749 | 37 | 0.2% | $546 | 加仓 |
| MSIF | MSC INCOME FUND INC | $29.15万 | 0.00% | 25,196 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $29.18万 | 0.00% | 17,531 | -516 | -2.9% | -$8,589 | 减仓 |
| SMTH | ALPS ETF TR | $29.33万 | 0.00% | 11,396 | 682 | 6.4% | $1.76万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $29.33万 | 0.00% | 3,694 | 147 | 4.1% | $1.17万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $29.41万 | 0.00% | 7,209 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $29.54万 | 0.00% | 10,350 | 2,100 | 25.5% | $5.99万 | 重新持有 |
| FLS | FLOWSERVE CORP | $29.55万 | 0.00% | 3,973 | 3,973 | — | $29.55万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.61万 | 0.00% | 2,747 | 2,747 | — | $29.61万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.82万 | 0.00% | 7,718 | 31 | 0.4% | $1,198 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $29.92万 | 0.00% | 12,213 | 1,801 | 17.3% | $4.41万 | 加仓 |
| TECB | ISHARES TR | $29.99万 | 0.00% | 4,180 | 45 | 1.1% | $3,229 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $30.11万 | 0.00% | 25,953 | 621 | 2.5% | $7,204 | 加仓 |
| DTD | WISDOMTREE TR | $30.26万 | 0.00% | 3,245 | -163 | -4.8% | -$1.52万 | 减仓 |
| EMNT | PIMCO ETF TR | $30.36万 | 0.00% | 3,069 | 3,069 | — | $30.36万 | 新建仓 |
| DXCM | DEXCOM INC | $30.56万 | 0.00% | 4,538 | 462 | 11.3% | $3.11万 | 加仓 |
| DHI | D R HORTON INC | $30.61万 | 0.00% | 1,879 | -44 | -2.3% | -$7,167 | 减仓 |
| ZTS | ZOETIS INC | $30.63万 | 0.00% | 4,263 | -38 | -0.9% | -$2,731 | 减仓 |
| IREN | IREN LIMITED | $30.64万 | 0.00% | 6,701 | 6,701 | — | $30.64万 | 新建仓 |
| CBC | CENTRAL BANCOMPANY | $30.64万 | 0.00% | 10,087 | 9 | 0.1% | $273 | 加仓 |
| SE | SEA LTD | $30.72万 | 0.00% | 3,206 | -695 | -17.8% | -$6.66万 | 减仓 |
| IAK | ISHARES TR | $30.81万 | 0.00% | 2,192 | -56 | -2.5% | -$7,872 | 减仓 |
| QS | QUANTUMSCAPE CORP | $30.83万 | 0.00% | 40,783 | 1,674 | 4.3% | $1.27万 | 加仓 |
| FSK | FS KKR CAP CORP | $30.95万 | 0.00% | 28,343 | -6,288 | -18.2% | -$6.87万 | 减仓 |
| WRB | BERKLEY W R CORP | $30.96万 | 0.00% | 4,366 | 1,303 | 42.5% | $9.24万 | 重新持有 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $31.03万 | 0.00% | 8,907 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $31.27万 | 0.00% | 9,163 | 42 | 0.5% | $1,433 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $31.35万 | 0.00% | 6,335 | 6,335 | — | $31.35万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $31.40万 | 0.00% | 1,923 | 97 | 5.3% | $1.58万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $31.56万 | 0.00% | 5,316 | 5,316 | — | $31.56万 | 新建仓 |
| BKGI | BNY MELLON ETF TRUST | $31.69万 | 0.00% | 7,047 | 380 | 5.7% | $1.71万 | 加仓 |
| DDWM | WISDOMTREE TR | $31.74万 | 0.00% | 6,873 | -695 | -9.2% | -$3.21万 | 减仓 |
| WAB | WABTEC | $31.77万 | 0.00% | 1,179 | 259 | 28.2% | $6.98万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $31.78万 | 0.00% | 10,625 | 10,625 | — | $31.78万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $31.80万 | 0.00% | 13,463 | 3,219 | 31.4% | $7.60万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $31.84万 | 0.00% | 4,724 | 14 | 0.3% | $944 | 加仓 |
| VOD | VODAFONE GROUP PLC | $31.86万 | 0.00% | 23,596 | 118 | 0.5% | $1,593 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $31.87万 | 0.00% | 3,156 | 24 | 0.8% | $2,423 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $31.92万 | 0.00% | 6,402 | 6,402 | — | $31.92万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $31.99万 | 0.00% | 12,220 | 12,220 | — | $31.99万 | 新建仓 |
| RS | RELIANCE INC | $32.04万 | 0.00% | 857 | 116 | 15.7% | $4.34万 | 加仓 |
| VEEV | VEEVA SYS INC | $32.04万 | 0.00% | 1,806 | -458 | -20.2% | -$8.13万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $32.04万 | 0.00% | 5,256 | 5,256 | — | $32.04万 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $32.08万 | 0.00% | 2,237 | 7 | 0.3% | $1,004 | 加仓 |
| ATO | ATMOS ENERGY CORP | $32.10万 | 0.00% | 1,863 | 131 | 7.6% | $2.26万 | 加仓 |
| — | GLOBAL X FDS | $32.24万 | 0.00% | 6,838 | 6,838 | — | $32.24万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $32.26万 | 0.00% | 523 | 523 | — | $32.26万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $32.27万 | 0.00% | 32,719 | -2,287 | -6.5% | -$2.26万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $32.31万 | 0.00% | 8,700 | 8,700 | — | $32.31万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $32.32万 | 0.00% | 6,775 | -390 | -5.4% | -$1.86万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $32.37万 | 0.00% | 11,174 | 47 | 0.4% | $1,362 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $32.47万 | 0.00% | 10,518 | -200 | -1.9% | -$6,174 | 减仓 |
| DHS | WISDOMTREE TR | $32.50万 | 0.00% | 2,859 | -893 | -23.8% | -$10.15万 | 减仓 |
| PL | PLANET LABS PBC | $32.55万 | 0.00% | 9,824 | 339 | 3.6% | $1.12万 | 加仓 |
| ICOW | PACER FDS TR | $32.55万 | 0.00% | 7,820 | -548 | -6.5% | -$2.28万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.59万 | 0.00% | 8,250 | 8,250 | — | $32.59万 | 新建仓 |
| SMIZ | ZACKS TRUST | $32.62万 | 0.00% | 7,310 | -867 | -10.6% | -$3.87万 | 减仓 |
| FE | FIRSTENERGY CORP | $32.71万 | 0.00% | 6,879 | 6,879 | — | $32.71万 | 新建仓 |
| CROX | CROCS INC | $32.71万 | 0.00% | 2,711 | 2 | 0.1% | $241 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $32.76万 | 0.00% | 5,903 | 413 | 7.5% | $2.29万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $32.87万 | 0.00% | 2,349 | 2,349 | — | $32.87万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $32.90万 | 0.00% | 2,936 | 1 | 0.0% | $112 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $32.91万 | 0.00% | 973 | -49 | -4.8% | -$1.66万 | 减仓 |
| IWV | ISHARES TR | $32.91万 | 0.00% | 772 | 772 | — | $32.91万 | 新建仓 |
| ITT | ITT INC | $32.96万 | 0.00% | 1,664 | 422 | 34.0% | $8.36万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.99万 | 0.00% | 3,179 | -557 | -14.9% | -$5.78万 | 减仓 |
| DEO | DIAGEO PLC | $33.06万 | 0.00% | 4,113 | 232 | 6.0% | $1.86万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $33.09万 | 0.00% | 2,191 | 2,191 | — | $33.09万 | 新建仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $33.11万 | 0.00% | 8,646 | 8,646 | — | $33.11万 | 新建仓 |
| USSG | DBX ETF TR | $33.13万 | 0.00% | 4,769 | 4,769 | — | $33.13万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $33.15万 | 0.00% | 28,073 | -308 | -1.1% | -$3,637 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $33.24万 | 0.00% | 25,809 | -684 | -2.6% | -$8,810 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $33.26万 | 0.00% | 3,825 | -2,683 | -41.2% | -$23.33万 | 重新持有 |
| HCMT | DIREXION SHARES ETF TRUST | $33.33万 | 0.00% | 7,947 | -394 | -4.7% | -$1.65万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $33.56万 | 0.00% | 8,402 | 68 | 0.8% | $2,716 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.74万 | 0.00% | 13,400 | 13,400 | — | $33.74万 | 新建仓 |
| SMTC | SEMTECH CORP | $33.75万 | 0.00% | 2,085 | 2,085 | — | $33.75万 | 新建仓 |
| — | STRATEGY INC | $33.82万 | 0.00% | 5,750 | 5,750 | — | $33.82万 | 新建仓 |
| FLXR | TCW ETF TRUST | $34.00万 | 0.00% | 8,671 | 8,671 | — | $34.00万 | 新建仓 |
| IBDS | ISHARES TR | $34.08万 | 0.00% | 14,069 | -6,403 | -31.3% | -$15.51万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.13万 | 0.00% | 5,451 | 615 | 12.7% | $3.85万 | 加仓 |
| EG | EVEREST GROUP LTD | $34.16万 | 0.00% | 956 | 956 | — | $34.16万 | 新建仓 |
| IGEB | ISHARES TR | $34.41万 | 0.00% | 7,629 | 7,629 | — | $34.41万 | 新建仓 |
| — | WISDOMTREE TR | $34.45万 | 0.00% | 4,758 | 4,758 | — | $34.45万 | 新建仓 |
| URTH | ISHARES INC | $34.59万 | 0.00% | 1,707 | 249 | 17.1% | $5.05万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $34.61万 | 0.00% | 4,643 | -300 | -6.1% | -$2.24万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $34.65万 | 0.00% | 6,164 | -1,636 | -21.0% | -$9.20万 | 减仓 |
| IYG | ISHARES TR | $34.76万 | 0.00% | 3,842 | -405 | -9.5% | -$3.66万 | 减仓 |
| ISTB | ISHARES TR | $34.85万 | 0.00% | 7,222 | 83 | 1.2% | $4,005 | 加仓 |
| VXX | BARCLAYS BANK PLC | $34.86万 | 0.00% | 15,780 | -323,822 | -95.4% | -$715.34万 | 减仓 |
| IAI | ISHARES TR | $34.97万 | 0.00% | 1,995 | -154 | -7.2% | -$2.70万 | 减仓 |
| ESML | ISHARES TR | $35.02万 | 0.00% | 6,261 | 6,261 | — | $35.02万 | 新建仓 |
| — | NEOS ETF TRUST | $35.32万 | 0.00% | 6,325 | 1,938 | 44.2% | $10.82万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $35.35万 | 0.00% | 4,095 | -5,476 | -57.2% | -$47.28万 | 减仓 |
| SYSB | ISHARES TR | $35.47万 | 0.00% | 3,998 | 472 | 13.4% | $4.19万 | 加仓 |
| SJM | SMUCKER J M CO | $35.53万 | 0.00% | 3,158 | -106 | -3.2% | -$1.19万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $35.59万 | 0.00% | 12,765 | 12,765 | — | $35.59万 | 新建仓 |
| DASH | DOORDASH INC | $35.71万 | 0.00% | 1,935 | -923 | -32.3% | -$17.03万 | 减仓 |