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 |
|---|---|---|---|---|---|---|---|---|
| GCOW | PACER FDS TR | $69.18万 | 0.01% | 14,962 | 5 | 0.0% | $231 | 加仓 |
| — | BLACKROCK ENERGY & RES TR | $69.09万 | 0.01% | 39,912 | -14,383 | -26.5% | -$24.90万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $68.83万 | 0.01% | 17,523 | 17,523 | — | $68.83万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $68.52万 | 0.01% | 13,755 | 13,755 | — | $68.52万 | 新建仓 |
| D | DOMINION ENERGY INC | $68.50万 | 0.01% | 11,080 | 1,555 | 16.3% | $9.61万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $68.19万 | 0.01% | 2,338 | -106 | -4.3% | -$3.09万 | 减仓 |
| NTAP | NETAPP INC | $68.07万 | 0.01% | 6,648 | 6,648 | — | $68.07万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $67.97万 | 0.01% | 8,396 | 2,274 | 37.1% | $18.41万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $67.75万 | 0.01% | 7,358 | -4,712 | -39.0% | -$43.38万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $67.63万 | 0.01% | 17,022 | 8,144 | 91.7% | $32.36万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $67.19万 | 0.01% | 9,186 | -7,536 | -45.1% | -$55.12万 | 减仓 |
| VCR | VANGUARD WORLD FD | $67.10万 | 0.01% | 1,869 | -78 | -4.0% | -$2.80万 | 减仓 |
| BE | BLOOM ENERGY CORP | $66.99万 | 0.01% | 4,944 | 4,944 | — | $66.99万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $66.78万 | 0.01% | 4,225 | 26 | 0.6% | $4,109 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $66.62万 | 0.01% | 39,654 | -681 | -1.7% | -$1.14万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $66.47万 | 0.01% | 15,662 | 3 | 0.0% | $127 | 加仓 |
| — | VANECK ETF TRUST | $66.47万 | 0.01% | 64,784 | 64,784 | — | $66.47万 | 新建仓 |
| HYD | VANECK ETF TRUST | $66.45万 | 0.01% | 13,252 | 409 | 3.2% | $2.05万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $66.33万 | 0.01% | 8,703 | -54,326 | -86.2% | -$414.04万 | 减仓 |
| SGOL | ETFS GOLD TR | $66.08万 | 0.01% | 14,810 | 14,810 | — | $66.08万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $65.73万 | 0.01% | 3,110 | 160 | 5.4% | $3.38万 | 加仓 |
| IRM | IRON MTN INC DEL | $65.72万 | 0.01% | 6,380 | -300 | -4.5% | -$3.09万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $65.11万 | 0.01% | 55,797 | -1,304 | -2.3% | -$1.52万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $64.97万 | 0.01% | 19,718 | -1,013 | -4.9% | -$3.34万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $64.16万 | 0.01% | 5,155 | 5,155 | — | $64.16万 | 新建仓 |
| PPL | PPL CORP | $64.02万 | 0.01% | 16,643 | -110 | -0.7% | -$4,231 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $63.81万 | 0.01% | 1,429 | -138 | -8.8% | -$6.16万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $63.79万 | 0.01% | 46,258 | -225 | -0.5% | -$3,103 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $63.39万 | 0.01% | 28,097 | 28,097 | — | $63.39万 | 新建仓 |
| CMBT | CMB.TECH NV | $63.30万 | 0.01% | 50,039 | 39 | 0.1% | $493 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $63.27万 | 0.01% | 1,075 | 119 | 12.4% | $7.00万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $62.86万 | 0.01% | 35,218 | -1,108 | -3.1% | -$1.98万 | 减仓 |
| ACWV | ISHARES INC | $62.66万 | 0.01% | 5,243 | -275 | -5.0% | -$3.29万 | 减仓 |
| IVLU | ISHARES TR | $62.48万 | 0.01% | 15,747 | 9,873 | 168.1% | $39.18万 | 加仓 |
| KBE | SPDR SERIES TRUST | $62.35万 | 0.01% | 10,471 | -432 | -4.0% | -$2.57万 | 减仓 |
| CDE | COEUR MNG INC | $61.13万 | 0.01% | 32,569 | 5,441 | 20.1% | $10.21万 | 加仓 |
| XSOE | WISDOMTREE TR | $60.33万 | 0.01% | 15,045 | -499 | -3.2% | -$2.00万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $59.50万 | 0.01% | 40,284 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $59.33万 | 0.01% | 1,988 | -65 | -3.2% | -$1.94万 | 减仓 |
| SHYD | VANECK ETF TRUST | $59.27万 | 0.01% | 26,157 | 10,371 | 65.7% | $23.50万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $58.93万 | 0.01% | 6,034 | 338 | 5.9% | $3.30万 | 加仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $58.69万 | 0.01% | 5,757 | 136 | 2.4% | $1.39万 | 加仓 |
| YUM | YUM BRANDS INC | $58.61万 | 0.01% | 3,769 | 829 | 28.2% | $12.89万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $58.28万 | 0.01% | 9,643 | -10 | -0.1% | -$604 | 减仓 |
| MLPX | GLOBAL X FDS | $58.04万 | 0.01% | 7,849 | 2,559 | 48.4% | $18.92万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $57.93万 | 0.01% | 35,965 | 35,965 | — | $57.93万 | 新建仓 |
| SPXL | DIREXION SHARES ETF TRUST | $57.89万 | 0.01% | 3,131 | 1,230 | 64.7% | $22.74万 | 加仓 |
| — | KRANESHARES TRUST | $57.65万 | 0.01% | 21,023 | 21,023 | — | $57.65万 | 新建仓 |
| MP | MP MATERIALS CORP | $57.44万 | 0.01% | 11,902 | -1,539 | -11.5% | -$7.43万 | 减仓 |
| AON | AON PLC | $57.31万 | 0.01% | 1,776 | 151 | 9.3% | $4.87万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $57.28万 | 0.01% | 3,167 | 3,167 | — | $57.28万 | 新建仓 |
| BLCV | BLACKROCK ETF TRUST | $57.13万 | 0.01% | 15,818 | 15,818 | — | $57.13万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $56.98万 | 0.01% | 36,247 | 9,886 | 37.5% | $15.54万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $56.69万 | 0.01% | 11,454 | 11,454 | — | $56.69万 | 新建仓 |
| COR | CENCORA INC | $56.60万 | 0.01% | 1,802 | 108 | 6.4% | $3.39万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $56.40万 | 0.01% | 10,123 | 10,123 | — | $56.40万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $56.24万 | 0.01% | 7,489 | 423 | 6.0% | $3.18万 | 加仓 |
| USIG | ISHARES TR | $55.98万 | 0.01% | 10,927 | 123 | 1.1% | $6,301 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $55.86万 | 0.01% | 7,800 | 3,278 | 72.5% | $23.47万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $55.79万 | 0.01% | 12,335 | -2,121 | -14.7% | -$9.59万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $55.65万 | 0.01% | 7,097 | 1,202 | 20.4% | $9.42万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $55.46万 | 0.01% | 5,365 | -322 | -5.7% | -$3.33万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $55.12万 | 0.01% | 34,886 | 4,979 | 16.6% | $7.87万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $55.02万 | 0.01% | 7,525 | 7,525 | — | $55.02万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $54.92万 | 0.01% | 50,478 | -403 | -0.8% | -$4,385 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $54.76万 | 0.01% | 6,329 | 246 | 4.0% | $2.13万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $54.42万 | 0.01% | 4,988 | 2,472 | 98.3% | $26.97万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $54.18万 | 0.01% | 3,040 | 113 | 3.9% | $2.01万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $54.08万 | 0.01% | 28,464 | -179 | -0.6% | -$3,401 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $53.73万 | 0.01% | 39,303 | -425 | -1.1% | -$5,810 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $53.40万 | 0.01% | 14,850 | 14,850 | — | $53.40万 | 新建仓 |
| FLOT | ISHARES TR | $53.29万 | 0.01% | 10,460 | -1,222 | -10.5% | -$6.23万 | 减仓 |
| — | ALLIANCE ENTERTAINMENT HOLDI | $53.07万 | 0.01% | 81,028 | -7,500 | -8.5% | -$4.91万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $53.04万 | 0.01% | 12,476 | -200 | -1.6% | -$8,502 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $52.78万 | 0.01% | 4,504 | 4,504 | — | $52.78万 | 新建仓 |
| AVDS | AMERICAN CENTY ETF TR | $52.68万 | 0.01% | 7,332 | 575 | 8.5% | $4.13万 | 加仓 |
| MTB | M & T BK CORP | $52.45万 | 0.01% | 2,537 | -24 | -0.9% | -$4,962 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $52.43万 | 0.01% | 4,705 | -683 | -12.7% | -$7.61万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $52.27万 | 0.01% | 25,524 | 745 | 3.0% | $1.53万 | 加仓 |
| MAC | MACERICH CO | $52.12万 | 0.01% | 27,577 | -1 | -0.0% | -$19 | 减仓 |
| DGRS | WISDOMTREE TR | $52.04万 | 0.01% | 9,826 | -5,024 | -33.8% | -$26.61万 | 重新持有 |
| — | FIRST TR EXCHANGE-TRADED FD | $52.01万 | 0.01% | 8,929 | 8,929 | — | $52.01万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $51.72万 | 0.01% | 2,111 | 2,111 | — | $51.72万 | 新建仓 |
| ARMK | ARAMARK | $51.62万 | 0.01% | 12,734 | 6 | 0.0% | $243 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $51.50万 | 0.01% | 12,157 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $51.22万 | 0.01% | 15,417 | 1,104 | 7.7% | $3.67万 | 加仓 |
| — | VANECK ETF TRUST | $51.11万 | 0.01% | 10,225 | 750 | 7.9% | $3.75万 | 加仓 |
| ZTS | ZOETIS INC | $50.84万 | 0.01% | 4,301 | 857 | 24.9% | $10.13万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $50.70万 | 0.01% | 1,825 | 206 | 12.7% | $5.72万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $50.57万 | 0.01% | 2,579 | 2,579 | — | $50.57万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $50.42万 | 0.01% | 13,280 | 1,414 | 11.9% | $5.37万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $50.31万 | 0.01% | 3,200 | -12 | -0.4% | -$1,887 | 减仓 |
| NJR | NEW JERSEY RES CORP | $50.21万 | 0.01% | 9,065 | 1,308 | 16.9% | $7.25万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $50.15万 | 0.01% | 15,799 | 713 | 4.7% | $2.26万 | 加仓 |
| SRVR | PACER FDS TR | $50.10万 | 0.01% | 16,046 | -93,265 | -85.3% | -$291.17万 | 减仓 |
| MAGS | LISTED FDS TR | $49.93万 | 0.01% | 8,617 | 5,190 | 151.4% | $30.07万 | 加仓 |
| TLH | ISHARES TR | $49.88万 | 0.01% | 4,952 | 1,794 | 56.8% | $18.07万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $49.87万 | 0.01% | 8,315 | 2,516 | 43.4% | $15.09万 | 加仓 |
| INGR | INGREDION INC | $49.69万 | 0.01% | 4,411 | 4,411 | — | $49.69万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $49.64万 | 0.01% | 20,017 | 6,187 | 44.7% | $15.34万 | 加仓 |