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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $38.60万 | 0.00% | 12,275 | 12,275 | — | $38.60万 | 新建仓 |
| KEY | KEYCORP | $38.46万 | 0.00% | 16,684 | -382 | -2.2% | -$8,805 | 减仓 |
| IHI | ISHARES TR | $38.44万 | 0.00% | 7,780 | -7,265 | -48.3% | -$35.90万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $38.41万 | 0.00% | 6,837 | 6,837 | — | $38.41万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $38.34万 | 0.00% | 3,828 | 10 | 0.3% | $1,002 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $38.30万 | 0.00% | 2,991 | -34 | -1.1% | -$4,354 | 减仓 |
| IDU | ISHARES TR | $38.11万 | 0.00% | 3,325 | 1 | 0.0% | $115 | 加仓 |
| NRG | NRG ENERGY INC | $38.09万 | 0.00% | 2,608 | 403 | 18.3% | $5.89万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $38.09万 | 0.00% | 7,081 | -287 | -3.9% | -$1.54万 | 减仓 |
| — | PACER FDS TR | $38.09万 | 0.00% | 8,372 | 1,901 | 29.4% | $8.65万 | 加仓 |
| CGNX | COGNEX CORP | $37.89万 | 0.00% | 5,232 | 1,137 | 27.8% | $8.23万 | 加仓 |
| SHYD | VANECK ETF TRUST | $37.64万 | 0.00% | 16,435 | -9,722 | -37.2% | -$22.26万 | 减仓 |
| FLEX | FLEX LTD | $37.63万 | 0.00% | 2,322 | 2,322 | — | $37.63万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $37.54万 | 0.00% | 9,493 | 29 | 0.3% | $1,147 | 加仓 |
| ABNB | AIRBNB INC | $37.45万 | 0.00% | 2,617 | 2,617 | — | $37.45万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $37.41万 | 0.00% | 4,218 | -29 | -0.7% | -$2,572 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $37.20万 | 0.00% | 2,882 | 2,882 | — | $37.20万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $37.17万 | 0.00% | 14,566 | 14,566 | — | $37.17万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $37.15万 | 0.00% | 3,667 | 24 | 0.7% | $2,431 | 加仓 |
| DOW | DOW HLDGS INC | $37.09万 | 0.00% | 13,556 | -4,321 | -24.2% | -$11.82万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $37.09万 | 0.00% | 8,423 | 8,423 | — | $37.09万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $37.06万 | 0.00% | 31,042 | -1,502 | -4.6% | -$1.79万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $37.06万 | 0.00% | 4,891 | 1 | 0.0% | $76 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.03万 | 0.00% | 19,100 | 19,100 | — | $37.03万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.92万 | 0.00% | 10,231 | 10,231 | — | $36.92万 | 新建仓 |
| IBDR | ISHARES TR | $36.82万 | 0.00% | 15,195 | -3,828 | -20.1% | -$9.28万 | 减仓 |
| UL | UNILEVER PLC | $36.62万 | 0.00% | 6,091 | -12 | -0.2% | -$721 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $36.50万 | 0.00% | 8,369 | -28 | -0.3% | -$1,221 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $36.38万 | 0.00% | 9,974 | -281 | -2.7% | -$1.03万 | 减仓 |
| EVRG | EVERGY INC | $36.27万 | 0.00% | 4,196 | 311 | 8.0% | $2.69万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $36.18万 | 0.00% | 8,370 | 2,097 | 33.4% | $9.07万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.18万 | 0.00% | 8,147 | 8,147 | — | $36.18万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $36.17万 | 0.00% | 19,184 | -2,394 | -11.1% | -$4.51万 | 减仓 |
| IYH | ISHARES TR | $36.16万 | 0.00% | 5,396 | -213 | -3.8% | -$1.43万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $36.08万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $36.05万 | 0.00% | 6,465 | 1,066 | 19.7% | $5.94万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $36.02万 | 0.00% | 9,243 | 114 | 1.2% | $4,443 | 加仓 |
| — | ELECTRONIC ARTS INC | $36.00万 | 0.00% | 1,756 | 337 | 23.7% | $6.91万 | 加仓 |
| FAST | FASTENAL CO | $36.00万 | 0.00% | 7,495 | 933 | 14.2% | $4.48万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $35.98万 | 0.00% | 6,178 | -360 | -5.5% | -$2.10万 | 减仓 |
| HXL | HEXCEL CORP NEW | $35.95万 | 0.00% | 3,593 | -59 | -1.6% | -$5,903 | 减仓 |
| DASH | DOORDASH INC | $35.71万 | 0.00% | 1,935 | -923 | -32.3% | -$17.03万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $35.59万 | 0.00% | 12,765 | 12,765 | — | $35.59万 | 新建仓 |
| SJM | SMUCKER J M CO | $35.53万 | 0.00% | 3,158 | -106 | -3.2% | -$1.19万 | 减仓 |
| SYSB | ISHARES TR | $35.47万 | 0.00% | 3,998 | 472 | 13.4% | $4.19万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $35.35万 | 0.00% | 4,095 | -5,476 | -57.2% | -$47.28万 | 减仓 |
| — | NEOS ETF TRUST | $35.32万 | 0.00% | 6,325 | 1,938 | 44.2% | $10.82万 | 加仓 |
| ESML | ISHARES TR | $35.02万 | 0.00% | 6,261 | 6,261 | — | $35.02万 | 新建仓 |
| IAI | ISHARES TR | $34.97万 | 0.00% | 1,995 | -154 | -7.2% | -$2.70万 | 减仓 |
| VXX | BARCLAYS BANK PLC | $34.86万 | 0.00% | 15,780 | -323,822 | -95.4% | -$715.34万 | 减仓 |
| ISTB | ISHARES TR | $34.85万 | 0.00% | 7,222 | 83 | 1.2% | $4,005 | 加仓 |
| IYG | ISHARES TR | $34.76万 | 0.00% | 3,842 | -405 | -9.5% | -$3.66万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $34.65万 | 0.00% | 6,164 | -1,636 | -21.0% | -$9.20万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $34.61万 | 0.00% | 4,643 | -300 | -6.1% | -$2.24万 | 减仓 |
| URTH | ISHARES INC | $34.59万 | 0.00% | 1,707 | 249 | 17.1% | $5.05万 | 加仓 |
| — | WISDOMTREE TR | $34.45万 | 0.00% | 4,758 | 4,758 | — | $34.45万 | 新建仓 |
| IGEB | ISHARES TR | $34.41万 | 0.00% | 7,629 | 7,629 | — | $34.41万 | 新建仓 |
| EG | EVEREST GROUP LTD | $34.16万 | 0.00% | 956 | 956 | — | $34.16万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.13万 | 0.00% | 5,451 | 615 | 12.7% | $3.85万 | 加仓 |
| IBDS | ISHARES TR | $34.08万 | 0.00% | 14,069 | -6,403 | -31.3% | -$15.51万 | 减仓 |
| FLXR | TCW ETF TRUST | $34.00万 | 0.00% | 8,671 | 8,671 | — | $34.00万 | 新建仓 |
| — | STRATEGY INC | $33.82万 | 0.00% | 5,750 | 5,750 | — | $33.82万 | 新建仓 |
| SMTC | SEMTECH CORP | $33.75万 | 0.00% | 2,085 | 2,085 | — | $33.75万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $33.74万 | 0.00% | 13,400 | 13,400 | — | $33.74万 | 新建仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $33.56万 | 0.00% | 8,402 | 68 | 0.8% | $2,716 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $33.33万 | 0.00% | 7,947 | -394 | -4.7% | -$1.65万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $33.26万 | 0.00% | 3,825 | -2,683 | -41.2% | -$23.33万 | 重新持有 |
| GBDC | GOLUB CAP BDC INC | $33.24万 | 0.00% | 25,809 | -684 | -2.6% | -$8,810 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $33.15万 | 0.00% | 28,073 | -308 | -1.1% | -$3,637 | 减仓 |
| USSG | DBX ETF TR | $33.13万 | 0.00% | 4,769 | 4,769 | — | $33.13万 | 新建仓 |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $33.11万 | 0.00% | 8,646 | 8,646 | — | $33.11万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $33.09万 | 0.00% | 2,191 | 2,191 | — | $33.09万 | 新建仓 |
| DEO | DIAGEO PLC | $33.06万 | 0.00% | 4,113 | 232 | 6.0% | $1.86万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $32.99万 | 0.00% | 3,179 | -557 | -14.9% | -$5.78万 | 减仓 |
| ITT | ITT INC | $32.96万 | 0.00% | 1,664 | 422 | 34.0% | $8.36万 | 加仓 |
| IWV | ISHARES TR | $32.91万 | 0.00% | 772 | 772 | — | $32.91万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $32.91万 | 0.00% | 973 | -49 | -4.8% | -$1.66万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $32.90万 | 0.00% | 2,936 | 1 | 0.0% | $112 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $32.87万 | 0.00% | 2,349 | 2,349 | — | $32.87万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $32.76万 | 0.00% | 5,903 | 413 | 7.5% | $2.29万 | 加仓 |
| CROX | CROCS INC | $32.71万 | 0.00% | 2,711 | 2 | 0.1% | $241 | 加仓 |
| FE | FIRSTENERGY CORP | $32.71万 | 0.00% | 6,879 | 6,879 | — | $32.71万 | 新建仓 |
| SMIZ | ZACKS TRUST | $32.62万 | 0.00% | 7,310 | -867 | -10.6% | -$3.87万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.59万 | 0.00% | 8,250 | 8,250 | — | $32.59万 | 新建仓 |
| ICOW | PACER FDS TR | $32.55万 | 0.00% | 7,820 | -548 | -6.5% | -$2.28万 | 减仓 |
| PL | PLANET LABS PBC | $32.55万 | 0.00% | 9,824 | 339 | 3.6% | $1.12万 | 加仓 |
| DHS | WISDOMTREE TR | $32.50万 | 0.00% | 2,859 | -893 | -23.8% | -$10.15万 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $32.47万 | 0.00% | 10,518 | -200 | -1.9% | -$6,174 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $32.37万 | 0.00% | 11,174 | 47 | 0.4% | $1,362 | 加仓 |
| SPYD | SPDR SERIES TRUST | $32.32万 | 0.00% | 6,775 | -390 | -5.4% | -$1.86万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $32.31万 | 0.00% | 8,700 | 8,700 | — | $32.31万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $32.27万 | 0.00% | 32,719 | -2,287 | -6.5% | -$2.26万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $32.26万 | 0.00% | 523 | 523 | — | $32.26万 | 新建仓 |
| — | GLOBAL X FDS | $32.24万 | 0.00% | 6,838 | 6,838 | — | $32.24万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $32.10万 | 0.00% | 1,863 | 131 | 7.6% | $2.26万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $32.08万 | 0.00% | 2,237 | 7 | 0.3% | $1,004 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $32.04万 | 0.00% | 5,256 | 5,256 | — | $32.04万 | 新建仓 |
| VEEV | VEEVA SYS INC | $32.04万 | 0.00% | 1,806 | -458 | -20.2% | -$8.13万 | 减仓 |
| RS | RELIANCE INC | $32.04万 | 0.00% | 857 | 116 | 15.7% | $4.34万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $31.99万 | 0.00% | 12,220 | 12,220 | — | $31.99万 | 新建仓 |