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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $36.77万 | 0.00% | 1,536 | 75 | 5.1% | $1.80万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $36.60万 | 0.00% | 8,397 | -2,799 | -25.0% | -$12.20万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $36.52万 | 0.00% | 10,728 | -3,733 | -25.8% | -$12.71万 | 减仓 |
| EEM | ISHARES TR | $36.52万 | 0.00% | 6,431 | 1,281 | 24.9% | $7.27万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.51万 | 0.00% | 604 | -4 | -0.7% | -$2,418 | 减仓 |
| TOL | TOLL BROTHERS INC | $36.46万 | 0.00% | 2,672 | 745 | 38.7% | $10.17万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $36.40万 | 0.00% | 7,312 | 7,312 | — | $36.40万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $36.37万 | 0.00% | 21,245 | 42 | 0.2% | $719 | 加仓 |
| STT | STATE STR CORP | $36.11万 | 0.00% | 2,853 | -3 | -0.1% | -$380 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $36.09万 | 0.00% | 11,752 | 11,752 | — | $36.09万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $36.05万 | 0.00% | 4,262 | 827 | 24.1% | $7.00万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $36.01万 | 0.00% | 6,519 | 6,519 | — | $36.01万 | 新建仓 |
| SDSI | AMERICAN CENTY ETF TR | $35.96万 | 0.00% | 7,011 | -4,075 | -36.8% | -$20.90万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $35.91万 | 0.00% | 6,538 | -2,259 | -25.7% | -$12.41万 | 减仓 |
| — | ALPS ETF TR | $35.86万 | 0.00% | 9,116 | -370 | -3.9% | -$1.46万 | 减仓 |
| ARKK | ARK ETF TR | $35.76万 | 0.00% | 5,290 | -5,695 | -51.8% | -$38.49万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $35.60万 | 0.00% | 7,939 | 197 | 2.5% | $8,833 | 加仓 |
| ICOW | PACER FDS TR | $35.51万 | 0.00% | 8,368 | 109 | 1.3% | $4,626 | 加仓 |
| IAI | ISHARES TR | $35.29万 | 0.00% | 2,149 | -294 | -12.0% | -$4.83万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $35.26万 | 0.00% | 23,478 | 53 | 0.2% | $796 | 加仓 |
| IYG | ISHARES TR | $35.18万 | 0.00% | 4,247 | 4,247 | — | $35.18万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $35.12万 | 0.00% | 1,100 | -18 | -1.6% | -$5,746 | 减仓 |
| UL | UNILEVER PLC | $35.06万 | 0.00% | 6,103 | 459 | 8.1% | $2.64万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $34.96万 | 0.00% | 2,776 | 156 | 6.0% | $1.96万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $34.79万 | 0.00% | 10,277 | 10,277 | — | $34.79万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $34.63万 | 0.00% | 126,373 | 19,110 | 17.8% | $5.24万 | 加仓 |
| ISTB | ISHARES TR | $34.59万 | 0.00% | 7,139 | -148 | -2.0% | -$7,172 | 减仓 |
| IYH | ISHARES TR | $34.58万 | 0.00% | 5,609 | -266 | -4.5% | -$1.64万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $34.53万 | 0.00% | 909 | -59 | -6.1% | -$2.24万 | 减仓 |
| CLX | CLOROX CO DEL | $34.50万 | 0.00% | 3,329 | 139 | 4.4% | $1.44万 | 加仓 |
| HPQ | HP INC | $34.32万 | 0.00% | 17,596 | 2,014 | 12.9% | $3.93万 | 加仓 |
| — | GLOBAL X FDS | $34.25万 | 0.00% | 9,190 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $34.22万 | 0.00% | 17,066 | 847 | 5.2% | $1.70万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $34.11万 | 0.00% | 8,775 | 8,775 | — | $34.11万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $34.09万 | 0.00% | 4,890 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $33.96万 | 0.00% | 716 | 156 | 27.9% | $7.40万 | 重新持有 |
| DFLV | DIMENSIONAL ETF TRUST | $33.79万 | 0.00% | 9,464 | 35 | 0.4% | $1,250 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $33.63万 | 0.00% | 3,025 | 3,025 | — | $33.63万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $33.58万 | 0.00% | 2,193 | 354 | 19.2% | $5.42万 | 加仓 |
| — | VERU INC | $33.54万 | 0.00% | 151,783 | -719 | -0.5% | -$1,589 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $33.54万 | 0.00% | 26,493 | 8,300 | 45.6% | $10.51万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $33.52万 | 0.00% | 5,490 | 6 | 0.1% | $366 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $33.51万 | 0.00% | 4,707 | 247 | 5.5% | $1.76万 | 加仓 |
| DDWM | WISDOMTREE TR | $33.38万 | 0.00% | 7,568 | -49 | -0.6% | -$2,161 | 减仓 |
| INSM | INSMED INC | $33.36万 | 0.00% | 2,040 | 206 | 11.2% | $3.37万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $33.32万 | 0.00% | 3,211 | 3,211 | — | $33.32万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $33.25万 | 0.00% | 21,676 | -7,658 | -26.1% | -$11.75万 | 减仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $33.22万 | 0.00% | 13,461 | 5,359 | 66.1% | $13.22万 | 加仓 |
| SR | SPIRE INC | $33.20万 | 0.00% | 3,634 | 52 | 1.5% | $4,751 | 加仓 |
| FFBC | 1ST FINL BANCORP | $33.18万 | 0.00% | 11,900 | 770 | 6.9% | $2.15万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $33.07万 | 0.00% | 4,564 | 475 | 11.6% | $3.44万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $33.01万 | 0.00% | 6,940 | 750 | 12.1% | $3.57万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $32.71万 | 0.00% | 15,947 | 1,228 | 8.3% | $2.52万 | 加仓 |
| CG | CARLYLE GROUP INC | $32.67万 | 0.00% | 6,752 | -31 | -0.5% | -$1,500 | 减仓 |
| SPYD | SPDR SERIES TRUST | $32.62万 | 0.00% | 7,165 | 7,165 | — | $32.62万 | 新建仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $32.56万 | 0.00% | 10,276 | -10,244 | -49.9% | -$32.46万 | 减仓 |
| — | WISDOMTREE TR | $32.44万 | 0.00% | 13,005 | -200 | -1.5% | -$4,989 | 减仓 |
| SE | SEA LTD | $32.30万 | 0.00% | 3,901 | -686 | -15.0% | -$5.68万 | 减仓 |
| NRG | NRG ENERGY INC | $32.22万 | 0.00% | 2,205 | -3,260 | -59.7% | -$47.64万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $32.15万 | 0.00% | 12,225 | 4,230 | 52.9% | $11.13万 | 加仓 |
| SII | SPROTT INC | $32.15万 | 0.00% | 2,250 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $32.06万 | 0.00% | 28,381 | 1,455 | 5.4% | $1.64万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $32.00万 | 0.00% | 1,732 | -16 | -0.9% | -$2,956 | 减仓 |
| EVRG | EVERGY INC | $31.82万 | 0.00% | 3,885 | 402 | 11.5% | $3.29万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $31.74万 | 0.00% | 35,006 | 660 | 1.9% | $5,984 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $31.60万 | 0.00% | 4,301 | -206 | -4.6% | -$1.51万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $31.60万 | 0.00% | 25,196 | 7,600 | 43.2% | $9.53万 | 加仓 |
| BG | BUNGE GLOBAL SA | $31.59万 | 0.00% | 2,484 | 31 | 1.3% | $3,943 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $31.57万 | 0.00% | 6,589 | -883 | -11.8% | -$4.23万 | 减仓 |
| SJM | SMUCKER J M CO | $31.47万 | 0.00% | 3,264 | 14 | 0.4% | $1,350 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $31.42万 | 0.00% | 9,000 | 9,000 | — | $31.42万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $31.41万 | 0.00% | 6,940 | 1,109 | 19.0% | $5.02万 | 加仓 |
| SYSB | ISHARES TR | $31.38万 | 0.00% | 3,526 | 3,526 | — | $31.38万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $31.30万 | 0.00% | 3,132 | 3,132 | — | $31.30万 | 新建仓 |
| HSY | HERSHEY CO | $31.30万 | 0.00% | 1,505 | -357 | -19.2% | -$7.42万 | 减仓 |
| GGG | GRACO INC | $31.18万 | 0.00% | 3,683 | 1,080 | 41.5% | $9.14万 | 重新持有 |
| IYT | ISHARES TR | $31.17万 | 0.00% | 4,179 | 8 | 0.2% | $597 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $31.10万 | 0.00% | 9,129 | -410 | -4.3% | -$1.40万 | 减仓 |
| CPA | COPA HOLDINGS SA | $31.10万 | 0.00% | 2,737 | 2,737 | — | $31.10万 | 新建仓 |
| MBSF | VALUED ADVISERS TR | $30.99万 | 0.00% | 12,148 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $30.96万 | 0.00% | 10,496 | 10,496 | — | $30.96万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $30.88万 | 0.00% | 2,821 | 4 | 0.1% | $438 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $30.84万 | 0.00% | 3,286 | 1,548 | 89.1% | $14.53万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $30.81万 | 0.00% | 4,836 | 4,836 | — | $30.81万 | 新建仓 |
| EBAY | EBAY INC. | $30.70万 | 0.00% | 3,372 | 478 | 16.5% | $4.35万 | 加仓 |
| SCI | SERVICE CORP INTL | $30.61万 | 0.00% | 3,710 | 210 | 6.0% | $1.73万 | 加仓 |
| ONON | ON HLDG AG | $30.55万 | 0.00% | 8,979 | 8,979 | — | $30.55万 | 新建仓 |
| RIO | RIO TINTO PLC | $30.50万 | 0.00% | 3,184 | 14 | 0.4% | $1,341 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $30.49万 | 0.00% | 4,924 | -380 | -7.2% | -$2.35万 | 减仓 |
| FAST | FASTENAL CO | $30.45万 | 0.00% | 6,562 | 848 | 14.8% | $3.94万 | 加仓 |
| — | PACER FDS TR | $30.41万 | 0.00% | 6,471 | 6,471 | — | $30.41万 | 新建仓 |
| SMIZ | ZACKS TRUST | $30.31万 | 0.00% | 8,177 | -75 | -0.9% | -$2,780 | 减仓 |
| MFM | MFS MUN INCOME TR | $30.26万 | 0.00% | 56,137 | 32 | 0.1% | $172 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $30.17万 | 0.00% | 18,047 | 344 | 1.9% | $5,751 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $29.81万 | 0.00% | 27,527 | -14,629 | -34.7% | -$15.84万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.72万 | 0.00% | 7,687 | 9 | 0.1% | $348 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $29.70万 | 0.00% | 6,667 | 1,046 | 18.6% | $4.66万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $29.58万 | 0.00% | 11,127 | -913 | -7.6% | -$2.43万 | 减仓 |
| HXL | HEXCEL CORP NEW | $29.55万 | 0.00% | 3,652 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $29.43万 | 0.00% | 3,408 | 2 | 0.1% | $173 | 加仓 |