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 |
|---|---|---|---|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP | $133.47万 | 0.02% | 74,069 | 1,591 | 2.2% | $2.87万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $134.15万 | 0.02% | 25,769 | 25,769 | — | $134.15万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $134.23万 | 0.02% | 3,889 | 1,036 | 36.3% | $35.76万 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $134.52万 | 0.02% | 110,717 | -4,143 | -3.6% | -$5.03万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $134.55万 | 0.02% | 21,442 | -9,322 | -30.3% | -$58.49万 | 减仓 |
| MBB | ISHARES TR | $135.52万 | 0.02% | 14,273 | 6,966 | 95.3% | $66.14万 | 加仓 |
| VALE | VALE S A | $135.54万 | 0.02% | 85,194 | -3,527 | -4.0% | -$5.61万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $136.81万 | 0.02% | 61,269 | 4 | 0.0% | $89 | 加仓 |
| VMI | VALMONT INDS INC | $137.36万 | 0.02% | 3,431 | -23 | -0.7% | -$9,208 | 减仓 |
| ORI | OLD REP INTL CORP | $139.43万 | 0.02% | 34,946 | 11,315 | 47.9% | $45.15万 | 加仓 |
| SDOG | ALPS ETF TR | $140.12万 | 0.02% | 21,545 | 471 | 2.2% | $3.06万 | 加仓 |
| IJK | ISHARES TR | $140.21万 | 0.02% | 13,935 | 2,203 | 18.8% | $22.17万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $140.92万 | 0.02% | 14,176 | 458 | 3.3% | $4.55万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $141.97万 | 0.02% | 38,025 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $142.19万 | 0.02% | 55,891 | -6,453 | -10.4% | -$16.42万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $142.70万 | 0.02% | 30,024 | -16,599 | -35.6% | -$78.90万 | 减仓 |
| WPC | WP CAREY INC | $142.87万 | 0.02% | 20,738 | 297 | 1.5% | $2.05万 | 加仓 |
| RY | ROYAL BK CDA | $143.34万 | 0.02% | 8,860 | -87 | -1.0% | -$1.41万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $143.86万 | 0.02% | 39,794 | -22,068 | -35.7% | -$79.78万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $144.35万 | 0.02% | 11,839 | -733 | -5.8% | -$8.94万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $144.36万 | 0.02% | 4,931 | 1,504 | 43.9% | $44.03万 | 加仓 |
| MMM | 3M CO | $144.88万 | 0.02% | 9,976 | 1,253 | 14.4% | $18.20万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $145.36万 | 0.02% | 43,352 | 2,951 | 7.3% | $9.89万 | 加仓 |
| FDX | FEDEX CORP | $145.49万 | 0.02% | 4,068 | -675 | -14.2% | -$24.14万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $145.85万 | 0.02% | 14,142 | -3,156 | -18.2% | -$32.55万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $146.57万 | 0.02% | 59,924 | 5,530 | 10.2% | $13.53万 | 加仓 |
| EIX | EDISON INTL | $146.98万 | 0.02% | 20,085 | 8,446 | 72.6% | $61.81万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $147.01万 | 0.02% | 57,004 | 836 | 1.5% | $2.16万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $147.27万 | 0.02% | 8,490 | -2,084 | -19.7% | -$36.15万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $147.62万 | 0.02% | 18,324 | 2,886 | 18.7% | $23.25万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $148.26万 | 0.02% | 33,835 | -2,041 | -5.7% | -$8.94万 | 减仓 |
| SLB | SLB LIMITED | $148.69万 | 0.02% | 28,776 | 1,315 | 4.8% | $6.79万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $148.94万 | 0.02% | 6,810 | -184 | -2.6% | -$4.02万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $149.72万 | 0.02% | 38,354 | 1,192 | 3.2% | $4.65万 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $149.99万 | 0.02% | 225,883 | 250 | 0.1% | $1,660 | 加仓 |
| URG | UR-ENERGY INC | $150.93万 | 0.02% | 1,012,927 | -802 | -0.1% | -$1,195 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $152.67万 | 0.02% | 30,419 | 30,419 | — | $152.67万 | 新建仓 |
| — | PACER FDS TR | $152.69万 | 0.02% | 41,557 | 1,365 | 3.4% | $5.02万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $152.73万 | 0.02% | 81,154 | 17,320 | 27.1% | $32.60万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $152.90万 | 0.02% | 30,385 | 1,676 | 5.8% | $8.43万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $153.26万 | 0.02% | 30,671 | 5,811 | 23.4% | $29.04万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $154.01万 | 0.02% | 21,889 | -6,136 | -21.9% | -$43.17万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $154.87万 | 0.02% | 8,162 | 225 | 2.8% | $4.27万 | 加仓 |
| MTUM | ISHARES TR | $154.95万 | 0.02% | 6,456 | -177 | -2.7% | -$4.25万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $155.23万 | 0.02% | 7,087 | -3,390 | -32.4% | -$74.25万 | 减仓 |
| ENB | ENBRIDGE INC | $155.30万 | 0.02% | 28,685 | 399 | 1.4% | $2.16万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $156.21万 | 0.02% | 52,087 | 8,298 | 18.9% | $24.89万 | 加仓 |
| GRAL | GRAIL INC | $156.42万 | 0.02% | 30,267 | 19,851 | 190.6% | $102.59万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $158.05万 | 0.02% | 12,631 | 8,666 | 218.6% | $108.44万 | 加仓 |
| EEMS | ISHARES INC | $158.32万 | 0.02% | 22,886 | 535 | 2.4% | $3.70万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $158.50万 | 0.02% | 8,795 | 507 | 6.1% | $9.14万 | 加仓 |
| — | PROSHARES TR II | $159.46万 | 0.02% | 191,663 | 191,663 | — | $159.46万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $159.80万 | 0.02% | 1,379 | 1,219 | 761.9% | $141.26万 | 加仓 |
| SMC | SUMMIT MIDSTREAM CORPORATION | $160.23万 | 0.02% | 52,985 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $161.07万 | 0.02% | 27,287 | -618 | -2.2% | -$3.65万 | 减仓 |
| MOD | MODINE MFG CO | $161.25万 | 0.02% | 7,441 | 5,094 | 217.0% | $110.39万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $165.00万 | 0.02% | 89,430 | 43,245 | 93.6% | $79.79万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $165.09万 | 0.02% | 9,873 | -1,115 | -10.1% | -$18.64万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $165.85万 | 0.02% | 31,809 | 31,809 | — | $165.85万 | 新建仓 |
| DVY | ISHARES TR | $166.02万 | 0.02% | 10,965 | 6,665 | 155.0% | $100.92万 | 加仓 |
| MUR | MURPHY OIL CORP | $166.87万 | 0.02% | 40,453 | 237 | 0.6% | $9,776 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $167.47万 | 0.02% | 27,917 | -5,357 | -16.1% | -$32.14万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $167.90万 | 0.02% | 62,346 | 580 | 0.9% | $1.56万 | 加仓 |
| XOP | SPDR SERIES TRUST | $168.77万 | 0.02% | 9,282 | 9,282 | — | $168.77万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $169.59万 | 0.02% | 19,646 | 19,646 | — | $169.59万 | 新建仓 |
| SN | SHARKNINJA INC | $172.12万 | 0.02% | 16,253 | 16,253 | — | $172.12万 | 新建仓 |
| HYG | ISHARES TR | $172.37万 | 0.02% | 21,665 | -61,286 | -73.9% | -$487.60万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $172.70万 | 0.02% | 44,847 | 9,080 | 25.4% | $34.97万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $173.55万 | 0.02% | 21,261 | -76,117 | -78.2% | -$621.34万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $174.89万 | 0.02% | 3,555 | 249 | 7.5% | $12.25万 | 加仓 |
| — | 2023 ETF SERIES TRUST | $175.37万 | 0.02% | 70,237 | 70,237 | — | $175.37万 | 新建仓 |
| TGT | TARGET CORP | $175.84万 | 0.02% | 14,508 | 2,369 | 19.5% | $28.71万 | 加仓 |
| SHEL | SHELL PLC | $176.23万 | 0.02% | 18,949 | 437 | 2.4% | $4.06万 | 加仓 |
| COWG | PACER FDS TR | $176.75万 | 0.02% | 52,388 | 4,704 | 9.9% | $15.87万 | 加仓 |
| XHB | SPDR SERIES TRUST | $177.10万 | 0.02% | 17,939 | 7,232 | 67.5% | $71.40万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $177.26万 | 0.02% | 72,676 | 39,413 | 118.5% | $96.13万 | 加仓 |
| — | JOURNEY MED CORP | $178.13万 | 0.02% | 379,807 | -10,612 | -2.7% | -$4.98万 | 减仓 |
| NEM | NEWMONT CORP | $178.47万 | 0.02% | 16,487 | 6,313 | 62.1% | $68.34万 | 加仓 |
| VOX | VANGUARD WORLD FD | $178.61万 | 0.02% | 9,932 | -549 | -5.2% | -$9.87万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $180.16万 | 0.02% | 8,342 | -781 | -8.6% | -$16.87万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $181.96万 | 0.02% | 14,503 | -1,607 | -10.0% | -$20.16万 | 减仓 |
| SCZ | ISHARES TR | $182.41万 | 0.02% | 23,263 | 1,723 | 8.0% | $13.51万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $183.34万 | 0.02% | 25,379 | 1,703 | 7.2% | $12.30万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $183.38万 | 0.02% | 12,584 | 2,232 | 21.6% | $32.53万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $184.20万 | 0.02% | 48,783 | 48,783 | — | $184.20万 | 新建仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $184.51万 | 0.02% | 123,998 | -269 | -0.2% | -$4,003 | 减仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $185.01万 | 0.02% | 48,042 | 4,412 | 10.1% | $16.99万 | 加仓 |
| BN | BROOKFIELD CORP | $185.04万 | 0.02% | 45,723 | 1,244 | 2.8% | $5.03万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $186.01万 | 0.02% | 35,196 | 250 | 0.7% | $1.32万 | 加仓 |
| TBIL | RBB FD INC | $186.25万 | 0.02% | 37,354 | 37,354 | — | $186.25万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $186.36万 | 0.02% | 16,822 | 5,958 | 54.8% | $66.00万 | 加仓 |
| PCAR | PACCAR INC | $186.45万 | 0.02% | 16,143 | 13,988 | 649.1% | $161.56万 | 加仓 |
| EWZ | ISHARES INC | $187.14万 | 0.02% | 48,747 | 48,747 | — | $187.14万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $187.27万 | 0.02% | 28,697 | 4,014 | 16.3% | $26.19万 | 加仓 |
| AGNC | AGNC INVT CORP | $191.41万 | 0.02% | 188,582 | -64,109 | -25.4% | -$65.07万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $191.57万 | 0.02% | 15,051 | 2 | 0.0% | $255 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $191.64万 | 0.02% | 47,271 | 8,722 | 22.6% | $35.36万 | 加仓 |
| SHYG | ISHARES TR | $192.29万 | 0.02% | 45,448 | 10,909 | 31.6% | $46.16万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $193.46万 | 0.02% | 8,395 | -461 | -5.2% | -$10.62万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $193.74万 | 0.02% | 11,844 | 3,093 | 35.3% | $50.59万 | 加仓 |