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 |
|---|---|---|---|---|---|---|---|---|
| BUFG | FIRST TR EXCHNG TRADED FD VI | $83.60万 | 0.01% | 28,516 | 28,516 | — | $83.60万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $83.48万 | 0.01% | 10,809 | -56,022 | -83.8% | -$432.67万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $83.46万 | 0.01% | 3,069 | -217 | -6.6% | -$5.90万 | 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 |
| UAL | UNITED AIRLS HLDGS INC | $81.88万 | 0.01% | 6,021 | -1,337 | -18.2% | -$18.18万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $81.45万 | 0.01% | 61,194 | 12,793 | 26.4% | $17.03万 | 加仓 |
| SLVP | ISHARES INC | $81.39万 | 0.01% | 26,400 | 0 | 0.0% | — | 不变 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $81.08万 | 0.01% | 20,652 | -1,550 | -7.0% | -$6.09万 | 减仓 |
| NVT | NVENT ELEC PLC | $81.05万 | 0.01% | 4,778 | 748 | 18.6% | $12.69万 | 加仓 |
| VST | VISTRA CORP | $80.90万 | 0.01% | 5,100 | -39,116 | -88.5% | -$620.49万 | 减仓 |
| CNC | CENTENE CORP DEL | $80.73万 | 0.01% | 12,577 | 6,911 | 122.0% | $44.36万 | 重新持有 |
| EWY | ISHARES INC | $80.70万 | 0.01% | 3,997 | 220 | 5.8% | $4.44万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $80.59万 | 0.01% | 62,668 | -3,126 | -4.8% | -$4.02万 | 减仓 |
| BUG | GLOBAL X FDS | $80.47万 | 0.01% | 21,070 | -100,487 | -82.7% | -$383.76万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $80.31万 | 0.01% | 2,433 | 95 | 4.1% | $3.14万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $80.22万 | 0.01% | 9,258 | 22 | 0.2% | $1,906 | 加仓 |
| HCA | HCA HEALTHCARE INC | $80.02万 | 0.01% | 2,052 | 108 | 5.6% | $4.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $79.97万 | 0.01% | 19,163 | -88 | -0.5% | -$3,672 | 减仓 |
| RDNT | RADNET INC | $79.76万 | 0.01% | 12,934 | 266 | 2.1% | $1.64万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $79.72万 | 0.01% | 16,440 | -61,940 | -79.0% | -$300.35万 | 减仓 |
| XYLD | GLOBAL X FDS | $79.63万 | 0.01% | 19,521 | -3,087 | -13.7% | -$12.59万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $79.28万 | 0.01% | 2,399 | 79 | 3.4% | $2.61万 | 加仓 |
| NKE | NIKE INC | $79.24万 | 0.01% | 19,120 | -1,630 | -7.9% | -$6.76万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $79.19万 | 0.01% | 5,742 | -110 | -1.9% | -$1.52万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $79.01万 | 0.01% | 14,855 | -20,341 | -57.8% | -$108.19万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $78.63万 | 0.01% | 32,775 | 1,824 | 5.9% | $4.38万 | 加仓 |
| CMBT | CMB.TECH NV | $78.17万 | 0.01% | 55,877 | 5,838 | 11.7% | $8.17万 | 加仓 |
| CME | CME GROUP INC | $77.88万 | 0.01% | 3,527 | 62 | 1.8% | $1.37万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $77.76万 | 0.01% | 20,297 | 270 | 1.3% | $1.03万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $77.55万 | 0.01% | 5,055 | -100 | -1.9% | -$1.53万 | 减仓 |
| AME | AMETEK INC | $77.52万 | 0.01% | 3,204 | -24 | -0.7% | -$5,807 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $77.47万 | 0.01% | 10,210 | 567 | 5.9% | $4.30万 | 加仓 |
| VLO | VALERO ENERGY CORP | $77.42万 | 0.01% | 2,972 | -487 | -14.1% | -$12.69万 | 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 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $77.11万 | 0.01% | 10,664 | -180 | -1.7% | -$1.30万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $77.02万 | 0.01% | 30,721 | -8,603 | -21.9% | -$21.57万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $76.84万 | 0.01% | 6,822 | 6,822 | — | $76.84万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $76.77万 | 0.01% | 6,236 | -253 | -3.9% | -$3.11万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $76.76万 | 0.01% | 9,458 | 1,062 | 12.6% | $8.62万 | 加仓 |
| IRM | IRON MTN INC DEL | $76.01万 | 0.01% | 5,976 | -404 | -6.3% | -$5.14万 | 减仓 |
| FLOT | ISHARES TR | $75.90万 | 0.01% | 14,867 | 4,407 | 42.1% | $22.50万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $75.81万 | 0.01% | 4,074 | 2,567 | 170.3% | $47.77万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $75.64万 | 0.01% | 15,331 | -141,142 | -90.2% | -$696.39万 | 减仓 |
| — | EA SERIES TRUST | $75.34万 | 0.01% | 19,874 | -2,151 | -9.8% | -$8.15万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $75.34万 | 0.01% | 40,225 | 571 | 1.4% | $1.07万 | 加仓 |
| — | KRANESHARES TRUST | $75.21万 | 0.01% | 25,672 | 4,649 | 22.1% | $13.62万 | 加仓 |
| CTVA | CORTEVA INC | $75.07万 | 0.01% | 8,864 | -588 | -6.2% | -$4.98万 | 减仓 |
| ENFR | ALPS ETF TR | $74.79万 | 0.01% | 19,629 | 124 | 0.6% | $4,724 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $74.68万 | 0.01% | 9,400 | 697 | 8.0% | $5.54万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $74.46万 | 0.01% | 38,603 | 10,139 | 35.6% | $19.56万 | 加仓 |
| EZU | ISHARES INC | $74.46万 | 0.01% | 10,714 | -2,406 | -18.3% | -$16.72万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $74.32万 | 0.01% | 7,614 | -4,501 | -37.2% | -$43.94万 | 减仓 |
| KBE | SPDR SERIES TRUST | $74.25万 | 0.01% | 10,885 | 414 | 4.0% | $2.82万 | 加仓 |
| VAW | VANGUARD WORLD FD | $74.19万 | 0.01% | 3,243 | 26 | 0.8% | $5,948 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $73.91万 | 0.01% | 9,867 | 681 | 7.4% | $5.10万 | 加仓 |
| XEL | XCEL ENERGY INC | $73.60万 | 0.01% | 9,099 | -254 | -2.7% | -$2.05万 | 减仓 |
| VCR | VANGUARD WORLD FD | $73.11万 | 0.01% | 1,843 | -26 | -1.4% | -$1.03万 | 减仓 |
| VDC | VANGUARD WORLD FD | $73.03万 | 0.01% | 3,239 | 4 | 0.1% | $902 | 加仓 |
| — | INNOVATOR ETFS TRUST | $72.93万 | 0.01% | 34,350 | 34,350 | — | $72.93万 | 新建仓 |
| XSOE | WISDOMTREE TR | $72.89万 | 0.01% | 14,821 | -224 | -1.5% | -$1.10万 | 减仓 |
| ARMK | ARAMARK | $72.71万 | 0.01% | 12,778 | 44 | 0.3% | $2,504 | 加仓 |
| MP | MP MATERIALS CORP | $72.35万 | 0.01% | 12,918 | 1,016 | 8.5% | $5.69万 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $72.16万 | 0.01% | 80,106 | -29,114 | -26.7% | -$26.23万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $71.86万 | 0.01% | 19,819 | 101 | 0.5% | $3,662 | 加仓 |
| GL | GLOBE LIFE INC | $71.82万 | 0.01% | 4,019 | 533 | 15.3% | $9.52万 | 加仓 |
| AON | AON PLC | $71.00万 | 0.01% | 2,141 | 365 | 20.6% | $12.10万 | 加仓 |
| ZECP | ZACKS TRUST | $70.94万 | 0.01% | 18,798 | -4,425 | -19.1% | -$16.70万 | 减仓 |
| IDXX | IDEXX LABS INC | $70.86万 | 0.01% | 1,346 | -118 | -8.1% | -$6.21万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $70.52万 | 0.01% | 11,923 | 1,800 | 17.8% | $10.65万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $70.40万 | 0.01% | 5,226 | 722 | 16.0% | $9.73万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $70.39万 | 0.01% | 7,718 | 3,386 | 78.2% | $30.88万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $70.37万 | 0.01% | 39,349 | 4,463 | 12.8% | $7.98万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $69.78万 | 0.01% | 21,956 | 21,956 | — | $69.78万 | 新建仓 |
| DLN | WISDOMTREE TR | $69.60万 | 0.01% | 7,226 | -1,477 | -17.0% | -$14.23万 | 减仓 |
| MAC | MACERICH CO | $69.47万 | 0.01% | 27,577 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $69.42万 | 0.01% | 7,434 | -511 | -6.4% | -$4.77万 | 减仓 |
| AIS | TIDAL TRUST III | $69.37万 | 0.01% | 8,132 | 8,132 | — | $69.37万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $69.14万 | 0.01% | 16,982 | 16,982 | — | $69.14万 | 新建仓 |
| FNV | FRANCO NEV CORP | $68.97万 | 0.01% | 3,309 | 48 | 1.5% | $1.00万 | 加仓 |
| — | MEDIWOUND LTD | $68.96万 | 0.01% | 46,914 | -357 | -0.8% | -$5,248 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $68.93万 | 0.01% | 13,755 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $68.83万 | 0.01% | 12,322 | 12,322 | — | $68.83万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $67.99万 | 0.01% | 46,762 | 504 | 1.1% | $7,328 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $67.84万 | 0.01% | 6,108 | 74 | 1.2% | $8,219 | 加仓 |
| EQIX | EQUINIX INC | $67.65万 | 0.01% | 649 | -92 | -12.4% | -$9.59万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $67.54万 | 0.01% | 42,396 | 42,396 | — | $67.54万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $67.49万 | 0.01% | 30,720 | 30,720 | — | $67.49万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $67.38万 | 0.01% | 35,913 | -52 | -0.1% | -$976 | 减仓 |
| — | KRANESHARES TRUST | $67.23万 | 0.01% | 38,884 | -687 | -1.7% | -$1.19万 | 减仓 |
| AGGY | WISDOMTREE TR | $66.65万 | 0.01% | 15,329 | -905 | -5.6% | -$3.93万 | 减仓 |
| EVR | EVERCORE INC | $66.64万 | 0.01% | 1,952 | -36 | -1.8% | -$1.23万 | 减仓 |
| GCOW | PACER FDS TR | $66.06万 | 0.01% | 15,257 | 295 | 2.0% | $1.28万 | 加仓 |
| PPL | PPL CORP | $65.81万 | 0.01% | 17,966 | 1,323 | 7.9% | $4.85万 | 加仓 |
| QLTA | ISHARES TR | $65.80万 | 0.01% | 13,847 | -4,232 | -23.4% | -$20.11万 | 减仓 |
| GWW | WW GRAINGER INC | $65.52万 | 0.01% | 482 | 129 | 36.5% | $17.54万 | 加仓 |
| EXC | EXELON CORP | $65.47万 | 0.01% | 14,043 | -102 | -0.7% | -$4,755 | 减仓 |
| AR | ANTERO RESOURCES CORP | $65.39万 | 0.01% | 18,607 | 2,945 | 18.8% | $10.35万 | 加仓 |
| RIO | RIO TINTO PLC | $65.17万 | 0.01% | 6,865 | 3,681 | 115.6% | $34.95万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $64.95万 | 0.01% | 19,450 | 19,450 | — | $64.95万 | 新建仓 |
| EME | EMCOR GROUP INC | $64.74万 | 0.01% | 780 | 484 | 163.5% | $40.17万 | 加仓 |