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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $75.90万 | 0.01% | 14,867 | 4,407 | 42.1% | $22.50万 | 加仓 |
| IRM | IRON MTN INC DEL | $76.01万 | 0.01% | 5,976 | -404 | -6.3% | -$5.14万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $76.76万 | 0.01% | 9,458 | 1,062 | 12.6% | $8.62万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.77万 | 0.01% | 6,236 | -253 | -3.9% | -$3.11万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $76.84万 | 0.01% | 6,822 | 6,822 | — | $76.84万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $77.02万 | 0.01% | 30,721 | -8,603 | -21.9% | -$21.57万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $77.11万 | 0.01% | 10,664 | -180 | -1.7% | -$1.30万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $77.30万 | 0.01% | 37,947 | 2,147 | 6.0% | $4.37万 | 加仓 |
| VLO | VALERO ENERGY CORP | $77.42万 | 0.01% | 2,972 | -487 | -14.1% | -$12.69万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $77.47万 | 0.01% | 10,210 | 567 | 5.9% | $4.30万 | 加仓 |
| AME | AMETEK INC | $77.52万 | 0.01% | 3,204 | -24 | -0.7% | -$5,807 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $77.55万 | 0.01% | 5,055 | -100 | -1.9% | -$1.53万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $77.76万 | 0.01% | 20,297 | 270 | 1.3% | $1.03万 | 加仓 |
| CME | CME GROUP INC | $77.88万 | 0.01% | 3,527 | 62 | 1.8% | $1.37万 | 加仓 |
| CMBT | CMB.TECH NV | $78.17万 | 0.01% | 55,877 | 5,838 | 11.7% | $8.17万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $78.63万 | 0.01% | 32,775 | 1,824 | 5.9% | $4.38万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $79.01万 | 0.01% | 14,855 | -20,341 | -57.8% | -$108.19万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $79.19万 | 0.01% | 5,742 | -110 | -1.9% | -$1.52万 | 减仓 |
| NKE | NIKE INC | $79.24万 | 0.01% | 19,120 | -1,630 | -7.9% | -$6.76万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $79.28万 | 0.01% | 2,399 | 79 | 3.4% | $2.61万 | 加仓 |
| XYLD | GLOBAL X FDS | $79.63万 | 0.01% | 19,521 | -3,087 | -13.7% | -$12.59万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $79.72万 | 0.01% | 16,440 | -61,940 | -79.0% | -$300.35万 | 减仓 |
| RDNT | RADNET INC | $79.76万 | 0.01% | 12,934 | 266 | 2.1% | $1.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $79.97万 | 0.01% | 19,163 | -88 | -0.5% | -$3,672 | 减仓 |
| HCA | HCA HEALTHCARE INC | $80.02万 | 0.01% | 2,052 | 108 | 5.6% | $4.21万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $80.22万 | 0.01% | 9,258 | 22 | 0.2% | $1,906 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $80.31万 | 0.01% | 2,433 | 95 | 4.1% | $3.14万 | 加仓 |
| BUG | GLOBAL X FDS | $80.47万 | 0.01% | 21,070 | -100,487 | -82.7% | -$383.76万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $80.59万 | 0.01% | 62,668 | -3,126 | -4.8% | -$4.02万 | 减仓 |
| EWY | ISHARES INC | $80.70万 | 0.01% | 3,997 | 220 | 5.8% | $4.44万 | 加仓 |
| CNC | CENTENE CORP DEL | $80.73万 | 0.01% | 12,577 | 6,911 | 122.0% | $44.36万 | 重新持有 |
| VST | VISTRA CORP | $80.90万 | 0.01% | 5,100 | -39,116 | -88.5% | -$620.49万 | 减仓 |
| NVT | NVENT ELEC PLC | $81.05万 | 0.01% | 4,778 | 748 | 18.6% | $12.69万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $81.08万 | 0.01% | 20,652 | -1,550 | -7.0% | -$6.09万 | 减仓 |
| SLVP | ISHARES INC | $81.39万 | 0.01% | 26,400 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $81.45万 | 0.01% | 61,194 | 12,793 | 26.4% | $17.03万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $81.88万 | 0.01% | 6,021 | -1,337 | -18.2% | -$18.18万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $83.08万 | 0.01% | 16,451 | 11,081 | 206.4% | $55.96万 | 重新持有 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $83.46万 | 0.01% | 3,069 | -217 | -6.6% | -$5.90万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $83.48万 | 0.01% | 10,809 | -56,022 | -83.8% | -$432.67万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $83.60万 | 0.01% | 28,516 | 28,516 | — | $83.60万 | 新建仓 |
| DON | WISDOMTREE TR | $83.71万 | 0.01% | 14,810 | -539 | -3.5% | -$3.05万 | 减仓 |
| GSK | GSK PLC | $83.85万 | 0.01% | 15,858 | 127 | 0.8% | $6,716 | 加仓 |
| — | INNOVATOR ETFS TRUST | $83.94万 | 0.01% | 37,288 | 37,288 | — | $83.94万 | 新建仓 |
| USMF | WISDOMTREE TR | $84.31万 | 0.01% | 15,542 | -879 | -5.4% | -$4.77万 | 减仓 |
| WY | WEYERHAEUSER CO | $84.44万 | 0.01% | 35,270 | 2,964 | 9.2% | $7.10万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $84.44万 | 0.01% | 3,166 | -3,423 | -52.0% | -$91.30万 | 减仓 |
| NVS | NOVARTIS AG | $84.53万 | 0.01% | 5,394 | 41 | 0.8% | $6,425 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $84.82万 | 0.01% | 4,825 | -29 | -0.6% | -$5,098 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $85.30万 | 0.01% | 12,332 | 613 | 5.2% | $4.24万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $85.39万 | 0.01% | 2,680 | -381 | -12.4% | -$12.14万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $85.43万 | 0.01% | 36,967 | -799 | -2.1% | -$1.85万 | 减仓 |
| AEE | AMEREN CORP | $85.50万 | 0.01% | 7,564 | 201 | 2.7% | $2.27万 | 加仓 |
| BRO | BROWN & BROWN INC | $85.65万 | 0.01% | 13,351 | 1,260 | 10.4% | $8.08万 | 加仓 |
| SHAK | SHAKE SHACK INC | $86.74万 | 0.01% | 15,484 | 661 | 4.5% | $3.70万 | 加仓 |
| UTES | ETFIS SER TR I | $86.94万 | 0.01% | 10,636 | 1,624 | 18.0% | $13.27万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $87.22万 | 0.01% | 37,776 | 2,564 | 7.3% | $5.92万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $87.45万 | 0.01% | 3,231 | 100 | 3.2% | $2.71万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $87.93万 | 0.01% | 8,550 | -1,219 | -12.5% | -$12.54万 | 减仓 |
| IDV | ISHARES TR | $88.23万 | 0.01% | 21,297 | -722 | -3.3% | -$2.99万 | 减仓 |
| IXP | ISHARES TR | $88.50万 | 0.01% | 7,842 | -454 | -5.5% | -$5.12万 | 减仓 |
| ARKK | ARK ETF TR | $88.79万 | 0.01% | 10,986 | 5,696 | 107.7% | $46.04万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $89.07万 | 0.01% | 19,649 | 7,173 | 57.5% | $32.52万 | 加仓 |
| ALLY | ALLY FINL INC | $89.10万 | 0.01% | 19,390 | 19,390 | — | $89.10万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $89.10万 | 0.01% | 3,226 | 15 | 0.5% | $4,143 | 加仓 |
| BUXX | EA SERIES TRUST | $89.16万 | 0.01% | 44,051 | 7,505 | 20.5% | $15.19万 | 加仓 |
| PPG | PPG INDS INC | $89.22万 | 0.01% | 7,356 | -50 | -0.7% | -$6,064 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $89.53万 | 0.01% | 22,311 | 127 | 0.6% | $5,096 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $89.69万 | 0.01% | 2,154 | 389 | 22.0% | $16.20万 | 加仓 |
| MGC | VANGUARD WORLD FD | $90.57万 | 0.01% | 3,310 | 166 | 5.3% | $4.54万 | 加仓 |
| KR | KROGER CO | $91.65万 | 0.01% | 16,505 | 1,869 | 12.8% | $10.38万 | 加仓 |
| BG | BUNGE GLOBAL SA | $91.84万 | 0.01% | 8,605 | 6,121 | 246.4% | $65.33万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $92.11万 | 0.01% | 21,581 | 139 | 0.6% | $5,933 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $92.17万 | 0.01% | 13,171 | 10,211 | 345.0% | $71.45万 | 加仓 |
| USIG | ISHARES TR | $92.32万 | 0.01% | 17,999 | 7,072 | 64.7% | $36.27万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $92.45万 | 0.01% | 54,066 | 6 | 0.0% | $103 | 加仓 |
| ETR | ENTERGY CORP NEW | $92.60万 | 0.01% | 8,062 | 699 | 9.5% | $8.03万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $92.72万 | 0.01% | 8,155 | -766 | -8.6% | -$8.71万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $93.00万 | 0.01% | 35,851 | 35,851 | — | $93.00万 | 新建仓 |
| — | ISHARES TR | $93.27万 | 0.01% | 23,636 | 2,124 | 9.9% | $8.38万 | 加仓 |
| EPS | WISDOMTREE TR | $93.53万 | 0.01% | 12,024 | -1,331 | -10.0% | -$10.35万 | 减仓 |
| D | DOMINION ENERGY INC | $93.57万 | 0.01% | 13,701 | 2,621 | 23.7% | $17.90万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $93.80万 | 0.01% | 18,511 | 18,511 | — | $93.80万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $93.82万 | 0.01% | 8,305 | -451 | -5.2% | -$5.09万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $94.53万 | 0.01% | 3,979 | 869 | 27.9% | $20.64万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $94.86万 | 0.01% | 5,737 | -75 | -1.3% | -$1.24万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $94.90万 | 0.01% | 38,532 | 125 | 0.3% | $3,079 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $95.26万 | 0.01% | 18,093 | -231 | -1.3% | -$1.22万 | 减仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $95.68万 | 0.01% | 50,421 | 423 | 0.8% | $8,027 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $95.74万 | 0.01% | 23,811 | 723 | 3.1% | $2.91万 | 加仓 |
| AMLP | ALPS ETF TR | $95.84万 | 0.01% | 18,484 | -153 | -0.8% | -$7,933 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $96.09万 | 0.01% | 19,944 | 1,688 | 9.2% | $8.13万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $96.41万 | 0.01% | 14,515 | 339 | 2.4% | $2.25万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $96.45万 | 0.01% | 14,150 | 809 | 6.1% | $5.51万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $96.87万 | 0.01% | 30,646 | 1,581 | 5.4% | $5.00万 | 加仓 |
| IWL | ISHARES TR | $96.91万 | 0.01% | 5,240 | -104 | -1.9% | -$1.92万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $97.31万 | 0.01% | 46,783 | 30,836 | 193.4% | $64.14万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $97.56万 | 0.01% | 6,887 | -1,019 | -12.9% | -$14.43万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $97.58万 | 0.01% | 10,981 | 2,062 | 23.1% | $18.32万 | 加仓 |
| IGV | ISHARES TR | $98.58万 | 0.01% | 10,881 | -2,226 | -17.0% | -$20.17万 | 重新持有 |