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 |
|---|---|---|---|---|---|---|---|---|
| IXN | ISHARES TR | $64.59万 | 0.01% | 4,470 | -4,475 | -50.0% | -$64.66万 | 减仓 |
| VDE | VANGUARD WORLD FD | $64.56万 | 0.01% | 4,301 | -22 | -0.5% | -$3,303 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $64.47万 | 0.01% | 2,917 | 2,917 | — | $64.47万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $64.22万 | 0.01% | 5,689 | 324 | 6.0% | $3.66万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $64.13万 | 0.01% | 5,420 | 715 | 15.2% | $8.46万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $64.12万 | 0.01% | 1,112 | 37 | 3.4% | $2.13万 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $63.82万 | 0.01% | 28,228 | 131 | 0.5% | $2,962 | 加仓 |
| — | EA SERIES TRUST | $63.33万 | 0.01% | 12,049 | 12,049 | — | $63.33万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $63.32万 | 0.01% | 2,988 | 505 | 20.3% | $10.70万 | 加仓 |
| BOTZ | GLOBAL X FDS | $63.27万 | 0.01% | 16,668 | 1,251 | 8.1% | $4.75万 | 加仓 |
| HYD | VANECK ETF TRUST | $63.05万 | 0.01% | 12,241 | -1,011 | -7.6% | -$5.21万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.05万 | 0.01% | 24,870 | 24,870 | — | $63.05万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $62.95万 | 0.01% | 6,320 | -9 | -0.1% | -$896 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.76万 | 0.01% | 23,692 | 23,692 | — | $62.76万 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $62.44万 | 0.01% | 46,599 | -9,198 | -16.5% | -$12.33万 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $62.39万 | 0.01% | 9,400 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.35万 | 0.01% | 18,269 | 18,269 | — | $62.35万 | 新建仓 |
| OKLO | OKLO INC | $62.31万 | 0.01% | 11,907 | 3,075 | 34.8% | $16.09万 | 加仓 |
| ACWV | ISHARES INC | $62.26万 | 0.01% | 5,178 | -65 | -1.2% | -$7,815 | 减仓 |
| BP | BP PLC | $61.43万 | 0.01% | 16,625 | 1,156 | 7.5% | $4.27万 | 加仓 |
| CDE | COEUR MNG INC | $61.26万 | 0.01% | 37,539 | 4,970 | 15.3% | $8.11万 | 加仓 |
| — | EA SERIES TRUST | $60.88万 | 0.01% | 18,173 | -7,060 | -28.0% | -$23.65万 | 减仓 |
| CLX | CLOROX CO DEL | $60.27万 | 0.01% | 6,315 | 2,986 | 89.7% | $28.50万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $60.18万 | 0.01% | 12,856 | 7,212 | 127.8% | $33.76万 | 加仓 |
| — | PROSHARES TR | $60.17万 | 0.01% | 7,032 | 4,608 | 190.1% | $39.43万 | 重新持有 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $60.10万 | 0.01% | 29,230 | 7,985 | 37.6% | $16.42万 | 加仓 |
| NVO | NOVO-NORDISK A S | $60.07万 | 0.01% | 12,531 | -749 | -5.6% | -$3.59万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $59.90万 | 0.01% | 5,533 | 5,533 | — | $59.90万 | 新建仓 |
| YUM | YUM BRANDS INC | $59.60万 | 0.01% | 3,729 | -40 | -1.1% | -$6,394 | 减仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $59.37万 | 0.01% | 13,570 | 59 | 0.4% | $2,581 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $58.82万 | 0.01% | 5,284 | 296 | 5.9% | $3.29万 | 加仓 |
| SNPS | SYNOPSYS INC | $58.72万 | 0.01% | 1,316 | 375 | 39.9% | $16.73万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $58.40万 | 0.01% | 4,240 | 15 | 0.4% | $2,066 | 加仓 |
| EBAY | EBAY INC. | $58.33万 | 0.01% | 5,220 | 1,848 | 54.8% | $20.65万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $58.31万 | 0.01% | 19,726 | -2,652 | -11.9% | -$7.84万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $58.27万 | 0.01% | 25,955 | 25,955 | — | $58.27万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $58.10万 | 0.01% | 13,852 | 13,852 | — | $58.10万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $58.08万 | 0.01% | 2,147 | 36 | 1.7% | $9,739 | 加仓 |
| MTB | M & T BK CORP | $58.03万 | 0.01% | 2,438 | -99 | -3.9% | -$2.36万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $57.58万 | 0.01% | 7,375 | -150 | -2.0% | -$1.17万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $57.44万 | 0.01% | 38,604 | -699 | -1.8% | -$1.04万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $57.25万 | 0.01% | 17,594 | 17,594 | — | $57.25万 | 新建仓 |
| RACE | FERRARI N V | $56.98万 | 0.01% | 1,531 | 161 | 11.8% | $5.99万 | 加仓 |
| GOVT | ISHARES TR | $56.91万 | 0.01% | 24,982 | 24,982 | — | $56.91万 | 新建仓 |
| DGRS | WISDOMTREE TR | $56.90万 | 0.01% | 9,587 | -239 | -2.4% | -$1.42万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $56.89万 | 0.01% | 5,919 | 1,355 | 29.7% | $13.02万 | 加仓 |
| SGOL | ETFS GOLD TR | $56.62万 | 0.01% | 14,810 | 0 | 0.0% | — | 不变 |
| AVDS | AMERICAN CENTY ETF TR | $56.62万 | 0.01% | 7,523 | 191 | 2.6% | $1.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.61万 | 0.01% | 28,200 | 28,200 | — | $56.61万 | 新建仓 |
| ROKU | ROKU INC | $56.36万 | 0.01% | 4,080 | 1,332 | 48.5% | $18.40万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $56.33万 | 0.01% | 3,154 | -13 | -0.4% | -$2,322 | 减仓 |
| EUHY | ISHARES INC | $56.22万 | 0.01% | 10,439 | 10,439 | — | $56.22万 | 新建仓 |
| ONDS | ONDAS INC | $56.14万 | 0.01% | 68,132 | 53,161 | 355.1% | $43.80万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $56.09万 | 0.01% | 8,004 | 182 | 2.3% | $1.28万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $55.93万 | 0.01% | 15,827 | 28 | 0.2% | $990 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $55.89万 | 0.01% | 35,218 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $55.86万 | 0.01% | 3,162 | 276 | 9.6% | $4.88万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $55.46万 | 0.01% | 10,797 | -86,087 | -88.9% | -$442.19万 | 减仓 |
| IFRA | ISHARES TR | $55.38万 | 0.01% | 8,785 | 169 | 2.0% | $1.07万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $55.17万 | 0.01% | 11,410 | -18 | -0.2% | -$870 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $54.97万 | 0.01% | 12,147 | 969 | 8.7% | $4.39万 | 加仓 |
| LINE | LINEAGE INC | $54.77万 | 0.01% | 12,510 | -55 | -0.4% | -$2,408 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $54.57万 | 0.01% | 15,437 | 15,437 | — | $54.57万 | 新建仓 |
| VMC | VULCAN MATLS CO | $54.02万 | 0.01% | 1,831 | 84 | 4.8% | $2.48万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $53.89万 | 0.01% | 2,616 | 37 | 1.4% | $7,621 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $53.50万 | 0.01% | 8,155 | -160 | -1.9% | -$1.05万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $53.49万 | 0.01% | 2,330 | 586 | 33.6% | $13.45万 | 加仓 |
| NI | NISOURCE INC | $53.10万 | 0.01% | 11,168 | 2,253 | 25.3% | $10.71万 | 加仓 |
| GIS | GENERAL MILLS INC | $52.77万 | 0.01% | 15,164 | -9,327 | -38.1% | -$32.46万 | 减仓 |
| SHY | ISHARES TR | $52.75万 | 0.01% | 6,424 | -2,574 | -28.6% | -$21.13万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $52.43万 | 0.01% | 3,965 | 3,965 | — | $52.43万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $52.35万 | 0.01% | 54,698 | 362 | 0.7% | $3,464 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $52.19万 | 0.01% | 20,565 | 5,129 | 33.2% | $13.02万 | 加仓 |
| — | VANECK ETF TRUST | $51.84万 | 0.01% | 10,263 | 38 | 0.4% | $1,919 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $51.73万 | 0.01% | 12,337 | 180 | 1.5% | $7,547 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $51.72万 | 0.01% | 5,717 | -106 | -1.8% | -$9,589 | 减仓 |
| ADT | ADT INC DEL | $51.53万 | 0.01% | 78,613 | 78,613 | — | $51.53万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $51.51万 | 0.01% | 47,520 | -2,958 | -5.9% | -$3.21万 | 减仓 |
| COR | CENCORA INC | $51.45万 | 0.01% | 1,818 | 16 | 0.9% | $4,528 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $51.39万 | 0.01% | 2,652 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $51.27万 | 0.01% | 11,874 | -461 | -3.7% | -$1.99万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $51.01万 | 0.01% | 51,998 | -899 | -1.7% | -$8,819 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.90万 | 0.01% | 13,021 | 13,021 | — | $50.90万 | 新建仓 |
| ESGU | ISHARES TR | $50.84万 | 0.01% | 3,106 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $50.77万 | 0.01% | 2,843 | -563 | -16.5% | -$10.05万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $50.74万 | 0.01% | 8,978 | -87 | -1.0% | -$4,917 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $50.74万 | 0.01% | 5,726 | 259 | 4.7% | $2.29万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $50.59万 | 0.01% | 7,518 | -1,411 | -15.8% | -$9.49万 | 减仓 |
| — | PGIM ETF TR | $50.56万 | 0.01% | 10,177 | 1,320 | 14.9% | $6.56万 | 加仓 |
| CAVA | CAVA GROUP INC | $50.48万 | 0.01% | 6,432 | -5,113 | -44.3% | -$40.12万 | 减仓 |
| ACWX | ISHARES TR | $50.43万 | 0.01% | 6,626 | 560 | 9.2% | $4.26万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $50.41万 | 0.01% | 14,900 | 14,900 | — | $50.41万 | 新建仓 |
| PII | POLARIS INC | $50.15万 | 0.01% | 7,328 | 13 | 0.2% | $890 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $50.15万 | 0.01% | 20,197 | 5,307 | 35.6% | $13.18万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $50.06万 | 0.01% | 10,997 | 2,801 | 34.2% | $12.75万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $49.93万 | 0.01% | 3,128 | 9 | 0.3% | $1,436 | 加仓 |
| — | ALLIANCE ENTERTAINMENT HOLDI | $49.79万 | 0.01% | 85,253 | 4,225 | 5.2% | $2.47万 | 加仓 |
| DAPP | VANECK ETF TRUST | $49.75万 | 0.01% | 25,669 | -6,158 | -19.3% | -$11.93万 | 重新持有 |
| SPGM | SPDR INDEX SHS FDS | $49.32万 | 0.01% | 5,757 | 34 | 0.6% | $2,913 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $49.30万 | 0.01% | 5,081 | -9,422 | -65.0% | -$91.42万 | 减仓 |