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 |
|---|---|---|---|---|---|---|---|---|
| — | WISDOMTREE TR | $22.88万 | 0.00% | 5,177 | 28 | 0.5% | $1,238 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $22.59万 | 0.00% | 1,735 | 1,735 | — | $22.59万 | 新建仓 |
| RS | RELIANCE INC | $22.53万 | 0.00% | 741 | 5 | 0.7% | $1,520 | 加仓 |
| MRNA | MODERNA INC | $22.52万 | 0.00% | 4,434 | 4,434 | — | $22.52万 | 新建仓 |
| CROX | CROCS INC | $22.49万 | 0.00% | 2,709 | 2,709 | — | $22.49万 | 新建仓 |
| — | NEOS ETF TRUST | $22.49万 | 0.00% | 4,387 | 4,387 | — | $22.49万 | 新建仓 |
| — | ALPS ETF TR | $22.42万 | 0.00% | 8,199 | -2,282 | -21.8% | -$6.24万 | 减仓 |
| L | LOEWS CORP | $22.33万 | 0.00% | 2,092 | -39 | -1.8% | -$4,163 | 重新持有 |
| — | FEDERATED HERMES ETF TRUST | $22.24万 | 0.00% | 9,123 | 9,123 | — | $22.24万 | 新建仓 |
| INDY | ISHARES TR | $22.18万 | 0.00% | 5,251 | -131,193 | -96.2% | -$554.14万 | 减仓 |
| IYJ | ISHARES TR | $22.17万 | 0.00% | 1,503 | 1,503 | — | $22.17万 | 新建仓 |
| DES | WISDOMTREE TR | $22.16万 | 0.00% | 6,167 | 6,167 | — | $22.16万 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $22.08万 | 0.00% | 1,206 | 67 | 5.9% | $1.23万 | 加仓 |
| IMTM | ISHARES TR | $22.07万 | 0.00% | 4,597 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $22.06万 | 0.00% | 1,382 | 2 | 0.1% | $319 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.01万 | 0.00% | 7,903 | 44 | 0.6% | $1,225 | 重新持有 |
| EME | EMCOR GROUP INC | $21.86万 | 0.00% | 296 | 296 | — | $21.86万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $21.75万 | 0.00% | 3,682 | -580 | -13.6% | -$3.43万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $21.71万 | 0.00% | 5,193 | -8,919 | -63.2% | -$37.28万 | 减仓 |
| TECK | TECK RESOURCES LTD | $21.69万 | 0.00% | 4,191 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $21.56万 | 0.00% | 2,311 | 2,311 | — | $21.56万 | 新建仓 |
| UUP | INVESCO DB US DLR INDEX TR | $21.47万 | 0.00% | 7,727 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $21.30万 | 0.00% | 2,659 | 2,659 | — | $21.30万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $21.30万 | 0.00% | 4,200 | 4,200 | — | $21.30万 | 新建仓 |
| — | ALPHA TAU MEDICAL LTD | $21.21万 | 0.00% | 30,000 | -14,046 | -31.9% | -$9.93万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $21.12万 | 0.00% | 3,498 | 13 | 0.4% | $785 | 加仓 |
| SNA | SNAP ON INC | $21.07万 | 0.00% | 580 | 580 | — | $21.07万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $21.06万 | 0.00% | 1,826 | 1,826 | — | $21.06万 | 新建仓 |
| TLTW | ISHARES TR | $21.04万 | 0.00% | 9,300 | -500 | -5.1% | -$1.13万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $21.03万 | 0.00% | 22,184 | 7,680 | 53.0% | $7.28万 | 加仓 |
| PHM | PULTE GROUP INC | $20.98万 | 0.00% | 1,781 | 40 | 2.3% | $4,711 | 加仓 |
| BALL | BALL CORP | $20.96万 | 0.00% | 3,545 | -2,235 | -38.7% | -$13.21万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $20.80万 | 0.00% | 1,053 | 139 | 15.2% | $2.75万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $20.64万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $20.61万 | 0.00% | 2,006 | -326 | -14.0% | -$3.35万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $20.59万 | 0.00% | 6,448 | 6,448 | — | $20.59万 | 新建仓 |
| XYZ | BLOCK INC | $20.56万 | 0.00% | 3,416 | 3,416 | — | $20.56万 | 新建仓 |
| DSPY | TEMA ETF TRUST | $20.55万 | 0.00% | 3,602 | 3,602 | — | $20.55万 | 新建仓 |
| TTD | THE TRADE DESK INC | $20.54万 | 0.00% | 9,054 | 880 | 10.8% | $2.00万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $20.53万 | 0.00% | 6,811 | 6,811 | — | $20.53万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $20.50万 | 0.00% | 2,884 | 160 | 5.9% | $1.14万 | 加仓 |
| MKL | MARKEL GROUP INC | $20.48万 | 0.00% | 107 | 107 | — | $20.48万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $20.45万 | 0.00% | 58,083 | -70 | -0.1% | -$246 | 减仓 |
| MSA | MSA SAFETY INC | $20.44万 | 0.00% | 1,247 | 0 | 0.0% | — | 重新持有 |
| KTB | KONTOOR BRANDS INC | $20.34万 | 0.00% | 2,893 | 148 | 5.4% | $1.04万 | 重新持有 |
| — | DUPONT DE NEMOURS INC | $20.32万 | 0.00% | 4,438 | -192 | -4.1% | -$8,793 | 重新持有 |
| MAA | MID-AMER APT CMNTYS INC | $20.32万 | 0.00% | 1,664 | 206 | 14.1% | $2.52万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $20.30万 | 0.00% | 3,951 | 3,951 | — | $20.30万 | 新建仓 |
| NE | NOBLE CORP PLC | $20.21万 | 0.00% | 4,118 | 4,118 | — | $20.21万 | 新建仓 |
| HYDB | ISHARES TR | $20.15万 | 0.00% | 4,331 | 4,331 | — | $20.15万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $20.10万 | 0.00% | 2,760 | 35 | 1.3% | $2,549 | 重新持有 |
| CGNX | COGNEX CORP | $20.06万 | 0.00% | 4,095 | 4,095 | — | $20.06万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $20.01万 | 0.00% | 3,262 | 89 | 2.8% | $5,460 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $20.00万 | 0.00% | 10,071 | 100 | 1.0% | $1,986 | 加仓 |
| JOBY | JOBY AVIATION INC | $19.89万 | 0.00% | 24,078 | 9,964 | 70.6% | $8.23万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $19.88万 | 0.00% | 26,153 | -313 | -1.2% | -$2,380 | 减仓 |
| WEN | WENDYS CO | $19.54万 | 0.00% | 28,113 | 973 | 3.6% | $6,762 | 加仓 |
| — | COHERUS ONCOLOGY INC | $18.94万 | 0.00% | 112,088 | 112,088 | — | $18.94万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $18.34万 | 0.00% | 17,692 | 499 | 2.9% | $5,172 | 加仓 |
| HR | HEALTHCARE RLTY TR | $18.07万 | 0.00% | 10,637 | 88 | 0.8% | $1,495 | 加仓 |
| SAN | BANCO SANTANDER SA | $16.92万 | 0.00% | 15,000 | 212 | 1.4% | $2,391 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $16.70万 | 0.00% | 19,761 | 1,873 | 10.5% | $1.58万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $15.84万 | 0.00% | 31,495 | 208 | 0.7% | $1,046 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $15.77万 | 0.00% | 11,233 | 1,210 | 12.1% | $1.70万 | 加仓 |
| FWDI | FORWARD INDUSTRIES INC | $15.49万 | 0.00% | 34,955 | 34,955 | — | $15.49万 | 新建仓 |
| — | BITWISE ETHEREUM ETF | $15.11万 | 0.00% | 10,075 | 1,918 | 23.5% | $2.88万 | 重新持有 |
| — | CARDIOL THERAPEUTICS INC | $14.05万 | 0.00% | 104,059 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $14.00万 | 0.00% | 28,465 | -14,000 | -33.0% | -$6.89万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $13.56万 | 0.00% | 18,631 | -796 | -4.1% | -$5,795 | 减仓 |
| ONDS | ONDAS INC | $13.53万 | 0.00% | 14,971 | 4,510 | 43.1% | $4.08万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $13.40万 | 0.00% | 10,412 | -653 | -5.9% | -$8,404 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $13.24万 | 0.00% | 10,298 | -200 | -1.9% | -$2,572 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $12.52万 | 0.00% | 15,329 | 4 | 0.0% | $33 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $12.49万 | 0.00% | 11,040 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $12.23万 | 0.00% | 13,393 | 13,393 | — | $12.23万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $11.84万 | 0.00% | 22,900 | 3,700 | 19.3% | $1.91万 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $11.39万 | 0.00% | 14,986 | 535 | 3.7% | $4,065 | 加仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $11.22万 | 0.00% | 17,839 | 134 | 0.8% | $843 | 加仓 |
| HLN | HALEON PLC | $11.02万 | 0.00% | 11,009 | 982 | 9.8% | $9,830 | 加仓 |
| — | ELICIO THERAPEUTICS INC | $10.70万 | 0.00% | 10,010 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $10.35万 | 0.00% | 15,000 | 15,000 | — | $10.35万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $10.09万 | 0.00% | 24,971 | 24,971 | — | $10.09万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II | $10.03万 | 0.00% | 14,411 | -351 | -2.4% | -$2,444 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $9.90万 | 0.00% | 11,700 | 11,700 | — | $9.90万 | 新建仓 |
| AI | C3 AI INC | $9.32万 | 0.00% | 11,072 | 100 | 0.9% | $842 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $8.71万 | 0.00% | 11,386 | 345 | 3.1% | $2,639 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $7.60万 | 0.00% | 11,060 | -26,628 | -70.7% | -$18.29万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $6.74万 | 0.00% | 12,194 | 50 | 0.4% | $277 | 加仓 |
| — | MOTORSPORT GAMES INC | $6.30万 | 0.00% | 15,360 | 0 | 0.0% | — | 不变 |
| — | FORTRESS BIOTECH INC | $5.76万 | 0.00% | 20,659 | -419,269 | -95.3% | -$116.98万 | 减仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5.75万 | 0.00% | 13,087 | 13,087 | — | $5.75万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.63万 | 0.00% | 11,936 | -19 | -0.2% | -$90 | 减仓 |
| — | SELECTQUOTE INC | $5.01万 | 0.00% | 79,625 | 79,625 | — | $5.01万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $4.98万 | 0.00% | 11,148 | 11,148 | — | $4.98万 | 新建仓 |
| — | SOW GOOD INC | $3.71万 | 0.00% | 92,500 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $3.54万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| — | UPEXI INC | $1.33万 | 0.00% | 13,500 | 13,500 | — | $1.33万 | 新建仓 |
| — | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -132,155 | -100.0% | -$713.31万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -10,474 | -100.0% | -$467.19万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -32,185 | -100.0% | -$456.54万 | 清仓 |