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 |
|---|---|---|---|---|---|---|---|---|
| IBDS | ISHARES TR | $49.62万 | 0.01% | 20,472 | -333 | -1.6% | -$8,072 | 减仓 |
| CW | CURTISS WRIGHT CORP | $49.60万 | 0.01% | 728 | 31 | 4.4% | $2.11万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $49.41万 | 0.01% | 29,746 | -8,352 | -21.9% | -$13.87万 | 减仓 |
| IJT | ISHARES TR | $49.29万 | 0.01% | 3,406 | -220 | -6.1% | -$3.18万 | 减仓 |
| IFRA | ISHARES TR | $49.28万 | 0.01% | 8,616 | 4,152 | 93.0% | $23.75万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $48.66万 | 0.01% | 2,483 | 294 | 13.4% | $5.76万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $48.61万 | 0.01% | 28,780 | 10,679 | 59.0% | $18.04万 | 加仓 |
| HAL | HALLIBURTON CO | $48.52万 | 0.01% | 12,444 | 3,168 | 34.2% | $12.35万 | 加仓 |
| GL | GLOBE LIFE INC | $48.51万 | 0.01% | 3,486 | 113 | 3.4% | $1.57万 | 加仓 |
| URNM | SPROTT FDS TR | $48.33万 | 0.01% | 7,653 | 134 | 1.8% | $8,462 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $48.18万 | 0.01% | 11,428 | 1,579 | 16.0% | $6.66万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $47.87万 | 0.01% | 6,341 | 44 | 0.7% | $3,322 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $47.84万 | 0.01% | 41,855 | 21,797 | 108.7% | $24.91万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $47.82万 | 0.01% | 2,886 | 299 | 11.6% | $4.95万 | 加仓 |
| NVT | NVENT ELEC PLC | $47.67万 | 0.01% | 4,030 | -252 | -5.9% | -$2.98万 | 减仓 |
| KAT | ADVISORS SER TR | $47.61万 | 0.01% | 8,884 | -1,068 | -10.7% | -$5.72万 | 减仓 |
| VMC | VULCAN MATLS CO | $47.56万 | 0.01% | 1,747 | 147 | 9.2% | $4.00万 | 加仓 |
| PFXF | VANECK ETF TRUST | $47.51万 | 0.01% | 27,085 | -222 | -0.8% | -$3,894 | 减仓 |
| EMN | EASTMAN CHEM CO | $47.39万 | 0.01% | 6,164 | 6,164 | — | $47.39万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $47.20万 | 0.01% | 13,067 | 225 | 1.8% | $8,127 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $46.91万 | 0.01% | 7,822 | 103 | 1.3% | $6,177 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $46.84万 | 0.01% | 54,336 | -1,711 | -3.1% | -$1.47万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $46.80万 | 0.01% | 22,875 | -983 | -4.1% | -$2.01万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $46.63万 | 0.01% | 5,823 | 635 | 12.2% | $5.09万 | 加仓 |
| EWY | ISHARES INC | $46.46万 | 0.01% | 3,777 | 3,777 | — | $46.46万 | 新建仓 |
| RACE | FERRARI N V | $46.38万 | 0.01% | 1,370 | 260 | 23.4% | $8.80万 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $46.29万 | 0.01% | 13,511 | -797 | -5.6% | -$2.73万 | 减仓 |
| ITM | VANECK ETF TRUST | $46.16万 | 0.01% | 9,942 | 47 | 0.5% | $2,182 | 加仓 |
| IBDR | ISHARES TR | $46.11万 | 0.01% | 19,023 | -36 | -0.2% | -$873 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $45.81万 | 0.01% | 52,897 | -725 | -1.4% | -$6,278 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $45.71万 | 0.01% | 4,247 | -5,310 | -55.6% | -$57.15万 | 减仓 |
| ASTL | ALGOMA STL GROUP INC | $45.57万 | 0.01% | 110,333 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $45.19万 | 0.01% | 15,674 | 3,453 | 28.3% | $9.95万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $45.08万 | 0.01% | 17,804 | 2,604 | 17.1% | $6.59万 | 加仓 |
| OMC | OMNICOM GROUP INC | $44.74万 | 0.01% | 5,878 | -967 | -14.1% | -$7.36万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $44.66万 | 0.01% | 30,951 | -12,576 | -28.9% | -$18.15万 | 减仓 |
| SRE | SEMPRA | $44.58万 | 0.01% | 4,558 | 205 | 4.7% | $2.01万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $44.31万 | 0.01% | 3,869 | 3,869 | — | $44.31万 | 新建仓 |
| ESGU | ISHARES TR | $43.93万 | 0.01% | 3,106 | -742 | -19.3% | -$10.49万 | 减仓 |
| INTF | ISHARES TR | $43.81万 | 0.01% | 11,245 | -4,618 | -29.1% | -$17.99万 | 减仓 |
| OKLO | OKLO INC | $43.80万 | 0.01% | 8,832 | 420 | 5.0% | $2.08万 | 加仓 |
| BOND | PIMCO ETF TR | $43.45万 | 0.01% | 4,709 | 9 | 0.2% | $830 | 加仓 |
| — | PGIM ETF TR | $43.36万 | 0.01% | 8,857 | 1,572 | 21.6% | $7.70万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $43.36万 | 0.01% | 9,755 | 698 | 7.7% | $3.10万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $43.33万 | 0.01% | 5,723 | 632 | 12.4% | $4.78万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $43.24万 | 0.01% | 8,196 | -37 | -0.4% | -$1,952 | 减仓 |
| DASH | DOORDASH INC | $42.91万 | 0.01% | 2,858 | -3,713 | -56.5% | -$55.75万 | 减仓 |
| LINE | LINEAGE INC | $41.83万 | 0.01% | 12,565 | 64 | 0.5% | $2,131 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $41.74万 | 0.01% | 22,370 | 2,762 | 14.1% | $5.15万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $41.64万 | 0.01% | 5,467 | 324 | 6.3% | $2.47万 | 加仓 |
| NI | NISOURCE INC | $41.60万 | 0.01% | 8,915 | 771 | 9.5% | $3.60万 | 加仓 |
| ACWX | ISHARES TR | $41.53万 | 0.01% | 6,066 | 6,066 | — | $41.53万 | 新建仓 |
| — | GAMCO NAT RES GOLD & INCOME | $41.22万 | 0.01% | 49,365 | 19,007 | 62.6% | $15.87万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $41.11万 | 0.01% | 16,744 | -290 | -1.7% | -$7,119 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $41.11万 | 0.01% | 11,638 | 510 | 4.6% | $1.80万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $40.99万 | 0.01% | 8,334 | 42 | 0.5% | $2,066 | 加仓 |
| DHS | WISDOMTREE TR | $40.98万 | 0.01% | 3,752 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $40.93万 | 0.01% | 1,958 | -55 | -2.7% | -$1.15万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $40.88万 | 0.01% | 2,652 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $40.87万 | 0.01% | 21,578 | -24,629 | -53.3% | -$46.65万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $40.86万 | 0.01% | 8,432 | 8,432 | — | $40.86万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $40.85万 | 0.01% | 4,223 | 268 | 6.8% | $2.59万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $40.64万 | 0.01% | 15,705 | -447 | -2.8% | -$1.16万 | 减仓 |
| CCL | CARNIVAL CORP | $40.62万 | 0.01% | 15,695 | -29,156 | -65.0% | -$75.45万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $40.49万 | 0.01% | 8,809 | 8,809 | — | $40.49万 | 新建仓 |
| NTRA | NATERA INC | $40.44万 | 0.01% | 2,022 | -2 | -0.1% | -$400 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $40.25万 | 0.01% | 7,232 | 177 | 2.5% | $9,852 | 加仓 |
| SMMD | ISHARES TR | $39.94万 | 0.01% | 5,231 | 1 | 0.0% | $76 | 加仓 |
| PII | POLARIS INC | $39.87万 | 0.01% | 7,315 | 49 | 0.7% | $2,671 | 加仓 |
| VEEV | VEEVA SYS INC | $39.76万 | 0.01% | 2,264 | 154 | 7.3% | $2.70万 | 加仓 |
| ALV | AUTOLIV INC | $39.65万 | 0.01% | 3,770 | 3,770 | — | $39.65万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $39.60万 | 0.01% | 3,119 | 2 | 0.1% | $254 | 加仓 |
| GPC | GENUINE PARTS CO | $39.29万 | 0.01% | 3,678 | -225 | -5.8% | -$2.40万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $39.25万 | 0.01% | 11,660 | -60,388 | -83.8% | -$203.27万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $39.15万 | 0.00% | 7,468 | 7,468 | — | $39.15万 | 新建仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $39.08万 | 0.00% | 15,436 | 1,868 | 13.8% | $4.73万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $38.61万 | 0.00% | 6,872 | -159,993 | -95.9% | -$899.00万 | 减仓 |
| IDU | ISHARES TR | $38.60万 | 0.00% | 3,324 | -60 | -1.8% | -$6,967 | 减仓 |
| GWW | WW GRAINGER INC | $38.49万 | 0.00% | 353 | 41 | 13.1% | $4.47万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $38.25万 | 0.00% | 3,818 | 1,375 | 56.3% | $13.78万 | 重新持有 |
| NBTB | NBT BANCORP INC | $38.17万 | 0.00% | 8,964 | 40 | 0.4% | $1,703 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $38.11万 | 0.00% | 8,776 | -180 | -2.0% | -$7,816 | 减仓 |
| HDV | ISHARES TR | $38.08万 | 0.00% | 2,806 | 382 | 15.8% | $5.18万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $37.94万 | 0.00% | 7,368 | -278 | -3.6% | -$1.43万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $37.78万 | 0.00% | 1,744 | 220 | 14.4% | $4.77万 | 加仓 |
| BIZD | VANECK ETF TRUST | $37.73万 | 0.00% | 29,478 | 10,786 | 57.7% | $13.81万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $37.53万 | 0.00% | 10,012 | 10,012 | — | $37.53万 | 新建仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $37.48万 | 0.00% | 9,400 | 2,630 | 38.8% | $10.49万 | 加仓 |
| SNPS | SYNOPSYS INC | $37.32万 | 0.00% | 941 | 5 | 0.5% | $1,983 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $37.28万 | 0.00% | 10,255 | 15 | 0.1% | $545 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $37.20万 | 0.00% | 4,943 | 1,255 | 34.0% | $9.44万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $37.01万 | 0.00% | 3,736 | 3,736 | — | $37.01万 | 新建仓 |
| — | GLOBAL X FDS | $36.93万 | 0.00% | 12,100 | 1,700 | 16.3% | $5.19万 | 加仓 |
| FSK | FS KKR CAP CORP | $36.92万 | 0.00% | 34,631 | -32,074 | -48.1% | -$34.19万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $36.90万 | 0.00% | 4,247 | 4,247 | — | $36.90万 | 新建仓 |
| — | ALPS ETF TR | $36.88万 | 0.00% | 16,133 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $36.84万 | 0.00% | 3,643 | 17 | 0.5% | $1,719 | 加仓 |
| WHR | WHIRLPOOL CORP | $36.83万 | 0.00% | 6,831 | 3,403 | 99.3% | $18.35万 | 加仓 |
| WWD | WOODWARD INC | $36.82万 | 0.00% | 1,029 | -114 | -10.0% | -$4.08万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $36.77万 | 0.00% | 32,544 | -7,579 | -18.9% | -$8.56万 | 减仓 |