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 |
|---|---|---|---|---|---|---|---|---|
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -500,927 | -100.0% | -$1,075.74万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -590,262 | -100.0% | -$841.12万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -148,944 | -100.0% | -$665.93万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -123,017 | -100.0% | -$574.86万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -145,062 | -100.0% | -$411.11万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -109,802 | -100.0% | -$385.84万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -38,431 | -100.0% | -$309.33万 | 清仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -82,106 | -100.0% | -$278.05万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -20,458 | -100.0% | -$224.04万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -576,180 | -100.0% | -$213.76万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -48,783 | -100.0% | -$184.20万 | 清仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -19,646 | -100.0% | -$169.59万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -191,663 | -100.0% | -$159.46万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -47,106 | -100.0% | -$124.12万 | 清仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -52,480 | -100.0% | -$111.99万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -18,026 | -100.0% | -$100.76万 | 清仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -50,384 | -100.0% | -$100.57万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -27,763 | -100.0% | -$84.73万 | 清仓 |
| DMBS | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -16,793 | -100.0% | -$82.92万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$80.37万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -64,784 | -100.0% | -$66.47万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -14,850 | -100.0% | -$53.40万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -15,695 | -100.0% | -$40.62万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,809 | -100.0% | -$40.49万 | 清仓 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -10,012 | -100.0% | -$37.53万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -16,133 | -100.0% | -$36.88万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -716 | -100.0% | -$33.96万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2,193 | -100.0% | -$33.58万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,040 | -100.0% | -$33.36万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -21,676 | -100.0% | -$33.25万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -4,301 | -100.0% | -$31.60万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -10,496 | -100.0% | -$30.96万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -6,220 | -100.0% | -$29.23万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -6,644 | -100.0% | -$28.61万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,556 | -100.0% | -$27.11万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3,255 | -100.0% | -$26.47万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -3,504 | -100.0% | -$26.37万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,263 | -100.0% | -$26.00万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$25.88万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -2,094 | -100.0% | -$25.24万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -14,036 | -100.0% | -$24.31万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -4,363 | -100.0% | -$23.22万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -8,870 | -100.0% | -$23.05万 | 清仓 |
| INDY | ISHARES TR | $0 | 0.00% | 0 | -5,251 | -100.0% | -$22.18万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$22.08万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -2,659 | -100.0% | -$21.30万 | 清仓 |
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,200 | -100.0% | -$21.30万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -2,006 | -100.0% | -$20.61万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -9,054 | -100.0% | -$20.54万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -6,811 | -100.0% | -$20.53万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -3,951 | -100.0% | -$20.30万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -4,118 | -100.0% | -$20.21万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,262 | -100.0% | -$20.01万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -15,000 | -100.0% | -$16.92万 | 清仓 |
| — | BITWISE ETHEREUM ETF | $0 | 0.00% | 0 | -10,075 | -100.0% | -$15.11万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -11,009 | -100.0% | -$11.02万 | 清仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $0 | 0.00% | 0 | -15,000 | -100.0% | -$10.35万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -14,411 | -100.0% | -$10.03万 | 清仓 |
| — | MOTORSPORT GAMES INC | $0 | 0.00% | 0 | -15,360 | -100.0% | -$6.30万 | 清仓 |
| — | FORTRESS BIOTECH INC | $0 | 0.00% | 0 | -20,659 | -100.0% | -$5.76万 | 清仓 |
| — | SOW GOOD INC | $0 | 0.00% | 0 | -92,500 | -100.0% | -$3.71万 | 清仓 |
| — | UPEXI INC | $1.18万 | 0.00% | 15,000 | 1,500 | 11.1% | $1,176 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $2.29万 | 0.00% | 14,114 | 14,114 | — | $2.29万 | 新建仓 |
| BLND | BLEND LABS INC | $2.39万 | 0.00% | 14,000 | 14,000 | — | $2.39万 | 新建仓 |
| — | NEUBERGER R/EST SECS INC FD | $3.07万 | 0.00% | 10,131 | 10,131 | — | $3.07万 | 新建仓 |
| — | ELICIO THERAPEUTICS INC | $3.91万 | 0.00% | 10,005 | -5 | -0.0% | -$20 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $4.53万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $5.18万 | 0.00% | 11,527 | 11,527 | — | $5.18万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.20万 | 0.00% | 11,028 | -908 | -7.6% | -$4,278 | 减仓 |
| — | CERVOMED INC | $5.62万 | 0.00% | 18,140 | 18,140 | — | $5.62万 | 新建仓 |
| COUR | COURSERA INC | $5.70万 | 0.00% | 10,104 | 10,104 | — | $5.70万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $6.07万 | 0.00% | 13,175 | 88 | 0.7% | $406 | 加仓 |
| — | SELECTQUOTE INC | $6.70万 | 0.00% | 79,625 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $6.72万 | 0.00% | 10,387 | -673 | -6.1% | -$4,354 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $7.41万 | 0.00% | 10,888 | -260 | -2.3% | -$1,771 | 减仓 |
| ACHR | ARCHER AVIATION INC | $7.94万 | 0.00% | 16,789 | -6,111 | -26.7% | -$2.89万 | 减仓 |
| FRMI | FERMI INC | $9.29万 | 0.00% | 10,145 | 10,145 | — | $9.29万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.85万 | 0.00% | 11,251 | -2,142 | -16.0% | -$1.87万 | 减仓 |
| AI | C3 AI INC | $9.86万 | 0.00% | 10,847 | -225 | -2.0% | -$2,045 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $10.34万 | 0.00% | 21,065 | -7,400 | -26.0% | -$3.63万 | 减仓 |
| — | CARDIOL THERAPEUTICS INC | $10.51万 | 0.00% | 99,109 | -4,950 | -4.8% | -$5,247 | 减仓 |
| SMR | NUSCALE PWR CORP | $10.55万 | 0.00% | 10,520 | 10,520 | — | $10.55万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $10.89万 | 0.00% | 18,739 | 7,573 | 67.8% | $4.40万 | 重新持有 |
| PATH | UIPATH INC | $11.14万 | 0.00% | 10,250 | 10,250 | — | $11.14万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $11.84万 | 0.00% | 18,332 | 493 | 2.8% | $3,185 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $12.36万 | 0.00% | 14,941 | -388 | -2.5% | -$3,209 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $12.37万 | 0.00% | 11,176 | -210 | -1.8% | -$2,325 | 减仓 |
| RWT | REDWOOD TRUST INC | $12.45万 | 0.00% | 26,259 | 26,259 | — | $12.45万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $13.13万 | 0.00% | 10,198 | -100 | -1.0% | -$1,288 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $13.42万 | 0.00% | 17,754 | -877 | -4.7% | -$6,630 | 减仓 |
| — | DOCGO INC | $13.88万 | 0.00% | 268,987 | 268,987 | — | $13.88万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.92万 | 0.00% | 18,033 | 3,047 | 20.3% | $2.35万 | 加仓 |
| GNW | GENWORTH FINL INC | $15.53万 | 0.00% | 16,400 | 16,400 | — | $15.53万 | 新建仓 |
| INFQ | INFLEQTION INC | $15.76万 | 0.00% | 11,831 | 11,831 | — | $15.76万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $15.86万 | 0.00% | 17,779 | -6,299 | -26.2% | -$5.62万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $16.08万 | 0.00% | 114,861 | 2,773 | 2.5% | $3,882 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $16.16万 | 0.00% | 11,040 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $17.25万 | 0.00% | 12,194 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $17.29万 | 0.00% | 10,888 | 10,888 | — | $17.29万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $17.39万 | 0.00% | 32,500 | 32,500 | — | $17.39万 | 新建仓 |