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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP | $99.04万 | 0.01% | 10,944 | 8,131 | 289.1% | $73.58万 | 加仓 |
| CMS | CMS ENERGY CORP | $99.80万 | 0.01% | 13,046 | 843 | 6.9% | $6.45万 | 加仓 |
| ILCG | ISHARES TR | $99.88万 | 0.01% | 8,535 | -82 | -1.0% | -$9,596 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $101.73万 | 0.01% | 2,711 | 886 | 48.5% | $33.25万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $101.83万 | 0.01% | 94,816 | -2,876 | -2.9% | -$3.09万 | 减仓 |
| MSCI | MSCI INC | $102.26万 | 0.01% | 1,826 | 48 | 2.7% | $2.69万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $103.01万 | 0.01% | 39,794 | 39,794 | — | $103.01万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $103.40万 | 0.01% | 25,703 | -282 | -1.1% | -$1.13万 | 减仓 |
| NTAP | NETAPP INC | $104.00万 | 0.01% | 6,720 | 72 | 1.1% | $1.11万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $104.05万 | 0.01% | 11,191 | -2,099 | -15.8% | -$19.52万 | 减仓 |
| USHY | ISHARES TR | $104.12万 | 0.01% | 28,125 | 5,424 | 23.9% | $20.08万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $105.14万 | 0.01% | 3,342 | 80 | 2.5% | $2.52万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $105.83万 | 0.01% | 9,298 | 9,298 | — | $105.83万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $106.12万 | 0.01% | 25,940 | 25,940 | — | $106.12万 | 新建仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $106.49万 | 0.01% | 69,375 | 6,221 | 9.9% | $9.55万 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $106.56万 | 0.01% | 25,794 | 9,976 | 63.1% | $41.21万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $106.59万 | 0.01% | 3,636 | -187 | -4.9% | -$5.48万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $106.66万 | 0.01% | 18,282 | 68 | 0.4% | $3,967 | 加仓 |
| MAGS | LISTED FDS TR | $106.84万 | 0.01% | 16,616 | 7,999 | 92.8% | $51.43万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $106.99万 | 0.01% | 15,398 | -42 | -0.3% | -$2,918 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $107.40万 | 0.01% | 104,170 | 1,192 | 1.2% | $1.23万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $107.51万 | 0.01% | 21,511 | -4 | -0.0% | -$200 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $107.71万 | 0.01% | 14,686 | 1,121 | 8.3% | $8.22万 | 加仓 |
| IVLU | ISHARES TR | $107.90万 | 0.01% | 25,802 | 10,055 | 63.9% | $42.05万 | 加仓 |
| VRSN | VERISIGN INC | $108.23万 | 0.01% | 4,302 | -75 | -1.7% | -$1.89万 | 减仓 |
| TGT | TARGET CORP | $108.53万 | 0.01% | 8,309 | -6,199 | -42.7% | -$80.97万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $108.58万 | 0.01% | 43,052 | -5,898 | -12.0% | -$14.87万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $109.09万 | 0.01% | 42,349 | 42,349 | — | $109.09万 | 新建仓 |
| NEM | NEWMONT CORP | $109.62万 | 0.01% | 11,736 | -4,751 | -28.8% | -$44.38万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $109.71万 | 0.01% | 14,958 | 532 | 3.7% | $3.90万 | 加仓 |
| IONQ | IONQ INC | $109.77万 | 0.01% | 20,610 | 4,936 | 31.5% | $26.29万 | 加仓 |
| SYY | SYSCO CORP | $112.04万 | 0.01% | 13,405 | 1,792 | 15.4% | $14.98万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $112.51万 | 0.01% | 2,265 | 836 | 58.5% | $41.53万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $112.73万 | 0.01% | 19,006 | 7,552 | 65.9% | $44.79万 | 加仓 |
| NOV | NOV INC | $112.93万 | 0.01% | 60,881 | -56 | -0.1% | -$1,039 | 减仓 |
| CHPX | GLOBAL X FDS | $112.95万 | 0.01% | 10,625 | 10,625 | — | $112.95万 | 新建仓 |
| DRAM | ROUNDHILL ETF TRUST | $114.02万 | 0.01% | 15,440 | 15,440 | — | $114.02万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $114.05万 | 0.01% | 38,609 | -630 | -1.6% | -$1.86万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $114.54万 | 0.01% | 30,047 | -1,050 | -3.4% | -$4.00万 | 减仓 |
| NET | CLOUDFLARE INC | $114.58万 | 0.01% | 4,671 | 630 | 15.6% | $15.45万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $114.95万 | 0.01% | 44,298 | -7,789 | -15.0% | -$20.21万 | 减仓 |
| QYLD | GLOBAL X FDS | $114.97万 | 0.01% | 62,380 | -65,589 | -51.3% | -$120.88万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $115.67万 | 0.01% | 18,468 | 2,616 | 16.5% | $16.38万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $116.08万 | 0.01% | 48,673 | -412 | -0.8% | -$9,826 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $116.40万 | 0.01% | 10,521 | 844 | 8.7% | $9.34万 | 加仓 |
| PGR | PROGRESSIVE CORP | $117.32万 | 0.01% | 5,370 | -153 | -2.8% | -$3.34万 | 减仓 |
| VALE | VALE S A | $117.47万 | 0.01% | 78,102 | -7,092 | -8.3% | -$10.67万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $117.55万 | 0.01% | 96,436 | 2,558 | 2.7% | $3.12万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $118.09万 | 0.01% | 6,519 | -291 | -4.3% | -$5.27万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $118.56万 | 0.01% | 13,059 | 51 | 0.4% | $4,630 | 加仓 |
| MGK | VANGUARD WORLD FD | $118.72万 | 0.01% | 13,505 | 2,310 | 20.6% | $20.31万 | 加仓 |
| DEM | WISDOMTREE TR | $119.04万 | 0.01% | 22,130 | -332 | -1.5% | -$1.79万 | 减仓 |
| CMI | CUMMINS INC | $119.34万 | 0.01% | 1,673 | 157 | 10.4% | $11.20万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $119.68万 | 0.01% | 24,511 | -4,186 | -14.6% | -$20.44万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $119.88万 | 0.01% | 22,757 | 22,757 | — | $119.88万 | 新建仓 |
| PSA | PUBLIC STORAGE | $119.98万 | 0.01% | 3,769 | 35 | 0.9% | $1.11万 | 加仓 |
| PAYX | PAYCHEX INC | $120.00万 | 0.01% | 12,204 | 952 | 8.5% | $9.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $120.17万 | 0.01% | 17,192 | 6 | 0.0% | $419 | 加仓 |
| KBH | KB HOME | $120.35万 | 0.01% | 19,228 | 269 | 1.4% | $1.68万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $120.41万 | 0.01% | 31,774 | -1 | -0.0% | -$38 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $121.98万 | 0.01% | 13,200 | 13,200 | — | $121.98万 | 新建仓 |
| TBIL | RBB FD INC | $122.56万 | 0.01% | 24,580 | -12,774 | -34.2% | -$63.69万 | 减仓 |
| MMM | 3M CO | $122.77万 | 0.01% | 7,583 | -2,393 | -24.0% | -$38.74万 | 减仓 |
| EEMV | ISHARES INC | $123.22万 | 0.01% | 16,369 | 105 | 0.6% | $7,904 | 加仓 |
| NFLT | ETFIS SER TR I | $123.31万 | 0.01% | 53,728 | 1,260 | 2.4% | $2.89万 | 加仓 |
| EZM | WISDOMTREE TR | $123.45万 | 0.01% | 16,290 | -1,301 | -7.4% | -$9.86万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $123.49万 | 0.01% | 7,868 | 975 | 14.1% | $15.30万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $123.58万 | 0.01% | 9,392 | 450 | 5.0% | $5.92万 | 加仓 |
| MKC | MCCORMICK & CO INC | $124.16万 | 0.01% | 24,625 | -1,712 | -6.5% | -$8.63万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $124.33万 | 0.01% | 12,833 | -1,271 | -9.0% | -$12.31万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $124.38万 | 0.01% | 11,524 | 2,190 | 23.5% | $23.64万 | 加仓 |
| ADBE | ADOBE INC | $125.22万 | 0.01% | 6,108 | -5,502 | -47.4% | -$112.80万 | 减仓 |
| — | EA SERIES TRUST | $125.33万 | 0.01% | 22,680 | -793 | -3.4% | -$4.38万 | 减仓 |
| TOST | TOAST INC | $126.12万 | 0.01% | 45,336 | 189 | 0.4% | $5,258 | 加仓 |
| WTV | WISDOMTREE TR | $126.23万 | 0.01% | 12,410 | 1,152 | 10.2% | $11.72万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $126.83万 | 0.01% | 53,178 | 3,873 | 7.9% | $9.24万 | 加仓 |
| BOND | PIMCO ETF TR | $126.94万 | 0.01% | 13,766 | 9,057 | 192.3% | $83.51万 | 加仓 |
| — | NEOS ETF TRUST | $127.41万 | 0.01% | 25,944 | 3,867 | 17.5% | $18.99万 | 加仓 |
| NUE | NUCOR CORP | $127.66万 | 0.01% | 5,717 | 467 | 8.9% | $10.43万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $128.24万 | 0.01% | 25,602 | -298 | -1.2% | -$1.49万 | 减仓 |
| VHT | VANGUARD WORLD FD | $128.43万 | 0.01% | 4,295 | 197 | 4.8% | $5.89万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $129.44万 | 0.01% | 63,732 | -17,422 | -21.5% | -$35.38万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $129.60万 | 0.01% | 14,889 | 666 | 4.7% | $5.80万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $129.84万 | 0.01% | 16,994 | 34 | 0.2% | $2,598 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $130.50万 | 0.01% | 108,838 | 402 | 0.4% | $4,820 | 加仓 |
| MUR | MURPHY OIL CORP | $131.67万 | 0.01% | 40,440 | -13 | -0.0% | -$423 | 减仓 |
| IEI | ISHARES TR | $131.70万 | 0.01% | 11,213 | 1,712 | 18.0% | $20.11万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $132.47万 | 0.01% | 32,113 | -28,371 | -46.9% | -$117.03万 | 减仓 |
| STPZ | PIMCO ETF TR | $132.67万 | 0.01% | 24,873 | 379 | 1.5% | $2.02万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $132.87万 | 0.01% | 19,234 | 887 | 4.8% | $6.13万 | 加仓 |
| — | PROSHARES TR | $133.23万 | 0.01% | 20,535 | 2,650 | 14.8% | $17.19万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $133.38万 | 0.01% | 66,504 | 14,943 | 29.0% | $29.97万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $134.26万 | 0.01% | 26,101 | 26,101 | — | $134.26万 | 新建仓 |
| ALL | ALLSTATE CORP | $134.42万 | 0.01% | 5,627 | 2,294 | 68.8% | $54.80万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $134.78万 | 0.01% | 26,516 | -4,155 | -13.5% | -$21.12万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $134.79万 | 0.01% | 9,200 | 435 | 5.0% | $6.37万 | 加仓 |
| PTIN | PACER FDS TR | $135.43万 | 0.01% | 36,932 | 8,693 | 30.8% | $31.88万 | 加仓 |
| EWZ | ISHARES INC | $135.83万 | 0.01% | 39,370 | -9,377 | -19.2% | -$32.35万 | 减仓 |
| SLB | SLB LIMITED | $135.85万 | 0.01% | 29,042 | 266 | 0.9% | $1.24万 | 加仓 |
| TFC | TRUIST FINL CORP | $135.95万 | 0.01% | 27,288 | 4,155 | 18.0% | $20.70万 | 加仓 |