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 |
|---|---|---|---|---|---|---|---|---|
| MRNA | MODERNA INC | $49.18万 | 0.01% | 7,023 | 2,589 | 58.4% | $18.13万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $49.02万 | 0.01% | 3,946 | 77 | 2.0% | $9,565 | 加仓 |
| ITM | VANECK ETF TRUST | $48.95万 | 0.01% | 10,417 | 475 | 4.8% | $2.23万 | 加仓 |
| TNA | DIREXION SHARES ETF TRUST | $48.74万 | 0.01% | 6,489 | 218 | 3.5% | $1.64万 | 加仓 |
| PFXF | VANECK ETF TRUST | $48.44万 | 0.01% | 27,152 | 67 | 0.2% | $1,195 | 加仓 |
| HSY | HERSHEY CO | $48.38万 | 0.01% | 2,757 | 1,252 | 83.2% | $21.97万 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $48.24万 | 0.01% | 11,622 | 1,345 | 13.1% | $5.58万 | 加仓 |
| SMMD | ISHARES TR | $48.16万 | 0.01% | 5,256 | 25 | 0.5% | $2,291 | 加仓 |
| — | ALPS ETF TR | $48.14万 | 0.01% | 10,711 | 1,595 | 17.5% | $7.17万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $47.68万 | 0.01% | 13,067 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $47.64万 | 0.01% | 3,896 | -351 | -8.3% | -$4.29万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $47.62万 | 0.01% | 22,525 | -2,999 | -11.7% | -$6.34万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.56万 | 0.01% | 11,128 | 11,128 | — | $47.56万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.37万 | 0.01% | 19,753 | 19,753 | — | $47.37万 | 新建仓 |
| HAL | HALLIBURTON CO | $47.25万 | 0.01% | 13,916 | 1,472 | 11.8% | $5.00万 | 加仓 |
| — | GLOBAL X FDS | $47.16万 | 0.01% | 12,225 | 125 | 1.0% | $4,822 | 加仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $46.92万 | 0.01% | 19,072 | 5,611 | 41.7% | $13.80万 | 加仓 |
| — | WISDOMTREE TR | $46.84万 | 0.01% | 12,931 | -74 | -0.6% | -$2,680 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $46.81万 | 0.01% | 4,640 | 1,905 | 69.7% | $19.22万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $46.63万 | 0.01% | 16,845 | 101 | 0.6% | $2,796 | 加仓 |
| CW | CURTISS WRIGHT CORP | $46.62万 | 0.01% | 615 | -113 | -15.5% | -$8.57万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $46.61万 | 0.01% | 11,868 | 230 | 2.0% | $9,032 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $46.51万 | 0.01% | 2,761 | -15 | -0.5% | -$2,527 | 减仓 |
| NOK | NOKIA CORP | $46.32万 | 0.01% | 34,882 | 34,882 | — | $46.32万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $46.18万 | 0.01% | 18,152 | -1,865 | -9.3% | -$4.74万 | 减仓 |
| EMN | EASTMAN CHEM CO | $46.16万 | 0.01% | 6,806 | 642 | 10.4% | $4.35万 | 加仓 |
| INTF | ISHARES TR | $46.06万 | 0.01% | 11,245 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $46.04万 | 0.01% | 4,105 | 1,257 | 44.1% | $14.10万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $46.02万 | 0.01% | 12,094 | 342 | 2.9% | $1.30万 | 加仓 |
| WWD | WOODWARD INC | $45.94万 | 0.01% | 1,080 | 51 | 5.0% | $2.17万 | 加仓 |
| — | GLOBAL X FDS | $45.94万 | 0.01% | 9,190 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $45.85万 | 0.01% | 688 | 84 | 13.9% | $5.60万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $45.81万 | 0.01% | 8,327 | -105 | -1.2% | -$5,776 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $45.77万 | 0.01% | 4,012 | -1,745 | -30.3% | -$19.91万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $45.71万 | 0.01% | 20,740 | -2,135 | -9.3% | -$4.71万 | 减仓 |
| VFC | V F CORP | $45.46万 | 0.00% | 27,255 | 13,456 | 97.5% | $22.44万 | 加仓 |
| RKLB | ROCKET LAB CORP | $45.40万 | 0.00% | 4,466 | 538 | 13.7% | $5.47万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $45.19万 | 0.00% | 3,252 | 1,588 | 95.4% | $22.07万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $45.13万 | 0.00% | 10,084 | 10,084 | — | $45.13万 | 新建仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $45.06万 | 0.00% | 7,769 | 537 | 7.4% | $3.11万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $44.81万 | 0.00% | 18,511 | 9,388 | 102.9% | $22.72万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $44.70万 | 0.00% | 6,203 | 2,705 | 77.3% | $19.49万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $44.69万 | 0.00% | 5,850 | 5,850 | — | $44.69万 | 新建仓 |
| ASTL | ALGOMA STL GROUP INC | $44.68万 | 0.00% | 110,333 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $44.53万 | 0.00% | 9,928 | 173 | 1.8% | $7,759 | 加仓 |
| INTU | INTUIT | $44.48万 | 0.00% | 1,704 | -315 | -15.6% | -$8.22万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $44.46万 | 0.00% | 15,191 | 15,191 | — | $44.46万 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $44.43万 | 0.00% | 8,146 | 1,206 | 17.4% | $6.58万 | 加仓 |
| — | VERU INC | $44.40万 | 0.00% | 141,865 | -9,918 | -6.5% | -$3.10万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $44.28万 | 0.00% | 7,359 | -109 | -1.5% | -$6,558 | 减仓 |
| NBTB | NBT BANCORP INC | $44.26万 | 0.00% | 8,964 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $44.15万 | 0.00% | 39,494 | -2,361 | -5.6% | -$2.64万 | 减仓 |
| STT | STATE STR CORP | $43.85万 | 0.00% | 2,585 | -268 | -9.4% | -$4.55万 | 减仓 |
| DDOG | DATADOG INC | $43.61万 | 0.00% | 1,675 | 1,675 | — | $43.61万 | 新建仓 |
| INGR | INGREDION INC | $43.59万 | 0.00% | 4,602 | 191 | 4.3% | $1.81万 | 加仓 |
| NGG | NATIONAL GRID PLC | $43.55万 | 0.00% | 5,255 | 993 | 23.3% | $8.23万 | 加仓 |
| BIZD | VANECK ETF TRUST | $43.53万 | 0.00% | 34,380 | 4,902 | 16.6% | $6.21万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $43.45万 | 0.00% | 518 | -80 | -13.4% | -$6.71万 | 减仓 |
| TKR | TIMKEN CO | $43.22万 | 0.00% | 2,974 | 325 | 12.3% | $4.72万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $43.03万 | 0.00% | 8,516 | 577 | 7.3% | $2.92万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $42.96万 | 0.00% | 30,400 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $42.93万 | 0.00% | 13,512 | -2,534 | -15.8% | -$8.05万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $42.93万 | 0.00% | 4,382 | 1,561 | 55.3% | $15.29万 | 加仓 |
| HDV | ISHARES TR | $42.92万 | 0.00% | 15,659 | 1,629 | 11.6% | $4.47万 | 加仓 |
| PHM | PULTE GROUP INC | $42.84万 | 0.00% | 3,119 | 1,338 | 75.1% | $18.38万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $42.82万 | 0.00% | 23,051 | 681 | 3.0% | $1.26万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $42.78万 | 0.00% | 19,780 | -12,934 | -39.5% | -$27.98万 | 减仓 |
| ALV | AUTOLIV INC | $42.47万 | 0.00% | 3,656 | -114 | -3.0% | -$1.32万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $42.38万 | 0.00% | 11,271 | 2,496 | 28.4% | $9.39万 | 加仓 |
| GPC | GENUINE PARTS CO | $42.33万 | 0.00% | 3,558 | -120 | -3.3% | -$1.43万 | 减仓 |
| HPQ | HP INC | $42.30万 | 0.00% | 19,025 | 1,429 | 8.1% | $3.18万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $42.04万 | 0.00% | 11,361 | 633 | 5.9% | $2.34万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $42.01万 | 0.00% | 15,228 | -477 | -3.0% | -$1.32万 | 减仓 |
| ONON | ON HLDG AG | $41.84万 | 0.00% | 11,813 | 2,834 | 31.6% | $10.04万 | 加仓 |
| URNM | SPROTT FDS TR | $41.70万 | 0.00% | 7,930 | 277 | 3.6% | $1.46万 | 加仓 |
| OMC | OMNICOM GROUP INC | $41.62万 | 0.00% | 5,655 | -223 | -3.8% | -$1.64万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $41.17万 | 0.00% | 1,406 | 103 | 7.9% | $3.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.91万 | 0.00% | 20,500 | 20,500 | — | $40.91万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $40.82万 | 0.00% | 2,697 | -503 | -15.7% | -$7.61万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $40.76万 | 0.00% | 6,319 | -621 | -8.9% | -$4.01万 | 减仓 |
| CPA | COPA HOLDINGS SA | $40.47万 | 0.00% | 2,601 | -136 | -5.0% | -$2.12万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $40.46万 | 0.00% | 11,960 | 60 | 0.5% | $2,030 | 加仓 |
| KAT | ADVISORS SER TR | $40.32万 | 0.00% | 7,458 | -1,426 | -16.1% | -$7.71万 | 减仓 |
| — | GAMCO NAT RES GOLD & INCOME | $40.23万 | 0.00% | 49,365 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ENERGY & RES TR | $40.22万 | 0.00% | 27,141 | -12,771 | -32.0% | -$18.93万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $39.92万 | 0.00% | 9,780 | 9,780 | — | $39.92万 | 新建仓 |
| SGDM | SPROTT ETF TRUST | $39.87万 | 0.00% | 6,341 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $39.64万 | 0.00% | 6,574 | 55 | 0.8% | $3,316 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $39.49万 | 0.00% | 6,323 | -549 | -8.0% | -$3.43万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $39.47万 | 0.00% | 8,776 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $39.44万 | 0.00% | 4,546 | 367 | 8.8% | $3.18万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $39.41万 | 0.00% | 1,955 | -3 | -0.2% | -$605 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $39.38万 | 0.00% | 5,054 | -2,043 | -28.8% | -$15.92万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $39.35万 | 0.00% | 29,231 | -7,016 | -19.4% | -$9.44万 | 减仓 |
| TLH | ISHARES TR | $39.19万 | 0.00% | 3,906 | -1,046 | -21.1% | -$10.50万 | 减仓 |
| SRE | SEMPRA | $38.95万 | 0.00% | 4,172 | -386 | -8.5% | -$3.60万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $38.92万 | 0.00% | 1,557 | 504 | 47.9% | $12.60万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $38.89万 | 0.00% | 3,848 | -375 | -8.9% | -$3.79万 | 减仓 |
| EUSB | ISHARES TR | $38.75万 | 0.00% | 8,918 | 8,918 | — | $38.75万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $38.71万 | 0.00% | 6,880 | 516 | 8.1% | $2.90万 | 加仓 |