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 |
|---|---|---|---|---|---|---|---|---|
| ETV | EATON VANCE TAX-MANAGED BUY- | $57.44万 | 0.01% | 38,604 | -699 | -1.8% | -$1.04万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $57.58万 | 0.01% | 7,375 | -150 | -2.0% | -$1.17万 | 减仓 |
| MTB | M & T BK CORP | $58.03万 | 0.01% | 2,438 | -99 | -3.9% | -$2.36万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $58.08万 | 0.01% | 2,147 | 36 | 1.7% | $9,739 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.10万 | 0.01% | 13,852 | 13,852 | — | $58.10万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $58.27万 | 0.01% | 25,955 | 25,955 | — | $58.27万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $58.31万 | 0.01% | 19,726 | -2,652 | -11.9% | -$7.84万 | 减仓 |
| EBAY | EBAY INC. | $58.33万 | 0.01% | 5,220 | 1,848 | 54.8% | $20.65万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $58.40万 | 0.01% | 4,240 | 15 | 0.4% | $2,066 | 加仓 |
| SNPS | SYNOPSYS INC | $58.72万 | 0.01% | 1,316 | 375 | 39.9% | $16.73万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $58.82万 | 0.01% | 5,284 | 296 | 5.9% | $3.29万 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $59.37万 | 0.01% | 13,570 | 59 | 0.4% | $2,581 | 加仓 |
| YUM | YUM BRANDS INC | $59.60万 | 0.01% | 3,729 | -40 | -1.1% | -$6,394 | 减仓 |
| CF | CF INDUSTRIES HOLD | $59.90万 | 0.01% | 5,533 | 5,533 | — | $59.90万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $60.07万 | 0.01% | 12,531 | -749 | -5.6% | -$3.59万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $60.10万 | 0.01% | 29,230 | 7,985 | 37.6% | $16.42万 | 加仓 |
| — | PROSHARES TR | $60.17万 | 0.01% | 7,032 | 4,608 | 190.1% | $39.43万 | 重新持有 |
| VMBS | VANGUARD SCOTTSDALE FDS | $60.18万 | 0.01% | 12,856 | 7,212 | 127.8% | $33.76万 | 加仓 |
| CLX | CLOROX CO DEL | $60.27万 | 0.01% | 6,315 | 2,986 | 89.7% | $28.50万 | 加仓 |
| — | EA SERIES TRUST | $60.88万 | 0.01% | 18,173 | -7,060 | -28.0% | -$23.65万 | 减仓 |
| CDE | COEUR MNG INC | $61.26万 | 0.01% | 37,539 | 4,970 | 15.3% | $8.11万 | 加仓 |
| BP | BP PLC | $61.43万 | 0.01% | 16,625 | 1,156 | 7.5% | $4.27万 | 加仓 |
| ACWV | ISHARES INC | $62.26万 | 0.01% | 5,178 | -65 | -1.2% | -$7,815 | 减仓 |
| OKLO | OKLO INC | $62.31万 | 0.01% | 11,907 | 3,075 | 34.8% | $16.09万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.35万 | 0.01% | 18,269 | 18,269 | — | $62.35万 | 新建仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $62.39万 | 0.01% | 9,400 | 0 | 0.0% | — | 不变 |
| — | ABRDN WORLD HEALTHCARE FUND | $62.44万 | 0.01% | 46,599 | -9,198 | -16.5% | -$12.33万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.76万 | 0.01% | 23,692 | 23,692 | — | $62.76万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $62.95万 | 0.01% | 6,320 | -9 | -0.1% | -$896 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.05万 | 0.01% | 24,870 | 24,870 | — | $63.05万 | 新建仓 |
| HYD | VANECK ETF TRUST | $63.05万 | 0.01% | 12,241 | -1,011 | -7.6% | -$5.21万 | 减仓 |
| BOTZ | GLOBAL X FDS | $63.27万 | 0.01% | 16,668 | 1,251 | 8.1% | $4.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $63.32万 | 0.01% | 2,988 | 505 | 20.3% | $10.70万 | 加仓 |
| — | EA SERIES TRUST | $63.33万 | 0.01% | 12,049 | 12,049 | — | $63.33万 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $63.82万 | 0.01% | 28,228 | 131 | 0.5% | $2,962 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $64.12万 | 0.01% | 1,112 | 37 | 3.4% | $2.13万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $64.13万 | 0.01% | 5,420 | 715 | 15.2% | $8.46万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $64.22万 | 0.01% | 5,689 | 324 | 6.0% | $3.66万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $64.47万 | 0.01% | 2,917 | 2,917 | — | $64.47万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $64.56万 | 0.01% | 4,301 | -22 | -0.5% | -$3,303 | 减仓 |
| IXN | ISHARES TR | $64.59万 | 0.01% | 4,470 | -4,475 | -50.0% | -$64.66万 | 减仓 |
| EME | EMCOR GROUP INC | $64.74万 | 0.01% | 780 | 484 | 163.5% | $40.17万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $64.95万 | 0.01% | 19,450 | 19,450 | — | $64.95万 | 新建仓 |
| RIO | RIO TINTO PLC | $65.17万 | 0.01% | 6,865 | 3,681 | 115.6% | $34.95万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $65.39万 | 0.01% | 18,607 | 2,945 | 18.8% | $10.35万 | 加仓 |
| EXC | EXELON CORP | $65.47万 | 0.01% | 14,043 | -102 | -0.7% | -$4,755 | 减仓 |
| GWW | WW GRAINGER INC | $65.52万 | 0.01% | 482 | 129 | 36.5% | $17.54万 | 加仓 |
| QLTA | ISHARES TR | $65.80万 | 0.01% | 13,847 | -4,232 | -23.4% | -$20.11万 | 减仓 |
| PPL | PPL CORP | $65.81万 | 0.01% | 17,966 | 1,323 | 7.9% | $4.85万 | 加仓 |
| GCOW | PACER FDS TR | $66.06万 | 0.01% | 15,257 | 295 | 2.0% | $1.28万 | 加仓 |
| EVR | EVERCORE INC | $66.64万 | 0.01% | 1,952 | -36 | -1.8% | -$1.23万 | 减仓 |
| AGGY | WISDOMTREE TR | $66.65万 | 0.01% | 15,329 | -905 | -5.6% | -$3.93万 | 减仓 |
| — | KRANESHARES TRUST | $67.23万 | 0.01% | 38,884 | -687 | -1.7% | -$1.19万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $67.38万 | 0.01% | 35,913 | -52 | -0.1% | -$976 | 减仓 |
| — | INNOVATOR ETFS TRUST | $67.49万 | 0.01% | 30,720 | 30,720 | — | $67.49万 | 新建仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $67.54万 | 0.01% | 42,396 | 42,396 | — | $67.54万 | 新建仓 |
| EQIX | EQUINIX INC | $67.65万 | 0.01% | 649 | -92 | -12.4% | -$9.59万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $67.84万 | 0.01% | 6,108 | 74 | 1.2% | $8,219 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $67.99万 | 0.01% | 46,762 | 504 | 1.1% | $7,328 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $68.83万 | 0.01% | 12,322 | 12,322 | — | $68.83万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $68.93万 | 0.01% | 13,755 | 0 | 0.0% | — | 不变 |
| — | MEDIWOUND LTD | $68.96万 | 0.01% | 46,914 | -357 | -0.8% | -$5,248 | 减仓 |
| FNV | FRANCO NEV CORP | $68.97万 | 0.01% | 3,309 | 48 | 1.5% | $1.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $69.14万 | 0.01% | 16,982 | 16,982 | — | $69.14万 | 新建仓 |
| AIS | TIDAL TRUST III | $69.37万 | 0.01% | 8,132 | 8,132 | — | $69.37万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $69.42万 | 0.01% | 7,434 | -511 | -6.4% | -$4.77万 | 减仓 |
| MAC | MACERICH CO | $69.47万 | 0.01% | 27,577 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $69.60万 | 0.01% | 7,226 | -1,477 | -17.0% | -$14.23万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $69.78万 | 0.01% | 21,956 | 21,956 | — | $69.78万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $70.37万 | 0.01% | 39,349 | 4,463 | 12.8% | $7.98万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $70.39万 | 0.01% | 7,718 | 3,386 | 78.2% | $30.88万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $70.40万 | 0.01% | 5,226 | 722 | 16.0% | $9.73万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $70.52万 | 0.01% | 11,923 | 1,800 | 17.8% | $10.65万 | 加仓 |
| IDXX | IDEXX LABS INC | $70.86万 | 0.01% | 1,346 | -118 | -8.1% | -$6.21万 | 减仓 |
| ZECP | ZACKS TRUST | $70.94万 | 0.01% | 18,798 | -4,425 | -19.1% | -$16.70万 | 减仓 |
| AON | AON PLC | $71.00万 | 0.01% | 2,141 | 365 | 20.6% | $12.10万 | 加仓 |
| GL | GLOBE LIFE INC | $71.82万 | 0.01% | 4,019 | 533 | 15.3% | $9.52万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.86万 | 0.01% | 19,819 | 101 | 0.5% | $3,662 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $72.16万 | 0.01% | 80,106 | -29,114 | -26.7% | -$26.23万 | 减仓 |
| MP | MP MATERIALS CORP | $72.35万 | 0.01% | 12,918 | 1,016 | 8.5% | $5.69万 | 加仓 |
| ARMK | ARAMARK | $72.71万 | 0.01% | 12,778 | 44 | 0.3% | $2,504 | 加仓 |
| XSOE | WISDOMTREE TR | $72.89万 | 0.01% | 14,821 | -224 | -1.5% | -$1.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.93万 | 0.01% | 34,350 | 34,350 | — | $72.93万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $73.03万 | 0.01% | 3,239 | 4 | 0.1% | $902 | 加仓 |
| VCR | VANGUARD WORLD FD | $73.11万 | 0.01% | 1,843 | -26 | -1.4% | -$1.03万 | 减仓 |
| XEL | XCEL ENERGY INC | $73.60万 | 0.01% | 9,099 | -254 | -2.7% | -$2.05万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $73.91万 | 0.01% | 9,867 | 681 | 7.4% | $5.10万 | 加仓 |
| VAW | VANGUARD WORLD FD | $74.19万 | 0.01% | 3,243 | 26 | 0.8% | $5,948 | 加仓 |
| KBE | SPDR SERIES TRUST | $74.25万 | 0.01% | 10,885 | 414 | 4.0% | $2.82万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $74.32万 | 0.01% | 7,614 | -4,501 | -37.2% | -$43.94万 | 减仓 |
| EZU | ISHARES INC | $74.46万 | 0.01% | 10,714 | -2,406 | -18.3% | -$16.72万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $74.46万 | 0.01% | 38,603 | 10,139 | 35.6% | $19.56万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $74.68万 | 0.01% | 9,400 | 697 | 8.0% | $5.54万 | 加仓 |
| ENFR | ALPS ETF TR | $74.79万 | 0.01% | 19,629 | 124 | 0.6% | $4,724 | 加仓 |
| CTVA | CORTEVA INC | $75.07万 | 0.01% | 8,864 | -588 | -6.2% | -$4.98万 | 减仓 |
| — | KRANESHARES TRUST | $75.21万 | 0.01% | 25,672 | 4,649 | 22.1% | $13.62万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $75.34万 | 0.01% | 40,225 | 571 | 1.4% | $1.07万 | 加仓 |
| — | EA SERIES TRUST | $75.34万 | 0.01% | 19,874 | -2,151 | -9.8% | -$8.15万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $75.64万 | 0.01% | 15,331 | -141,142 | -90.2% | -$696.39万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $75.81万 | 0.01% | 4,074 | 2,567 | 170.3% | $47.77万 | 加仓 |