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 |
|---|---|---|---|---|---|---|---|---|
| SECU | BLACKROCK ETF TRUST II | $31.92万 | 0.00% | 6,402 | 6,402 | — | $31.92万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $31.87万 | 0.00% | 3,156 | 24 | 0.8% | $2,423 | 加仓 |
| VOD | VODAFONE GROUP PLC | $31.86万 | 0.00% | 23,596 | 118 | 0.5% | $1,593 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $31.84万 | 0.00% | 4,724 | 14 | 0.3% | $944 | 加仓 |
| KHC | KRAFT HEINZ CO | $31.80万 | 0.00% | 13,463 | 3,219 | 31.4% | $7.60万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $31.78万 | 0.00% | 10,625 | 10,625 | — | $31.78万 | 新建仓 |
| WAB | WABTEC | $31.77万 | 0.00% | 1,179 | 259 | 28.2% | $6.98万 | 加仓 |
| DDWM | WISDOMTREE TR | $31.74万 | 0.00% | 6,873 | -695 | -9.2% | -$3.21万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $31.69万 | 0.00% | 7,047 | 380 | 5.7% | $1.71万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $31.56万 | 0.00% | 5,316 | 5,316 | — | $31.56万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $31.40万 | 0.00% | 1,923 | 97 | 5.3% | $1.58万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $31.35万 | 0.00% | 6,335 | 6,335 | — | $31.35万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $31.27万 | 0.00% | 9,163 | 42 | 0.5% | $1,433 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $31.03万 | 0.00% | 8,907 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $30.96万 | 0.00% | 4,366 | 1,303 | 42.5% | $9.24万 | 重新持有 |
| FSK | FS KKR CAP CORP | $30.95万 | 0.00% | 28,343 | -6,288 | -18.2% | -$6.87万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $30.83万 | 0.00% | 40,783 | 1,674 | 4.3% | $1.27万 | 加仓 |
| IAK | ISHARES TR | $30.81万 | 0.00% | 2,192 | -56 | -2.5% | -$7,872 | 减仓 |
| SE | SEA LTD | $30.72万 | 0.00% | 3,206 | -695 | -17.8% | -$6.66万 | 减仓 |
| CBC | CENTRAL BANCOMPANY | $30.64万 | 0.00% | 10,087 | 9 | 0.1% | $273 | 加仓 |
| IREN | IREN LIMITED | $30.64万 | 0.00% | 6,701 | 6,701 | — | $30.64万 | 新建仓 |
| ZTS | ZOETIS INC | $30.63万 | 0.00% | 4,263 | -38 | -0.9% | -$2,731 | 减仓 |
| DHI | D R HORTON INC | $30.61万 | 0.00% | 1,879 | -44 | -2.3% | -$7,167 | 减仓 |
| DXCM | DEXCOM INC | $30.56万 | 0.00% | 4,538 | 462 | 11.3% | $3.11万 | 加仓 |
| EMNT | PIMCO ETF TR | $30.36万 | 0.00% | 3,069 | 3,069 | — | $30.36万 | 新建仓 |
| DTD | WISDOMTREE TR | $30.26万 | 0.00% | 3,245 | -163 | -4.8% | -$1.52万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $30.11万 | 0.00% | 25,953 | 621 | 2.5% | $7,204 | 加仓 |
| TECB | ISHARES TR | $29.99万 | 0.00% | 4,180 | 45 | 1.1% | $3,229 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $29.92万 | 0.00% | 12,213 | 1,801 | 17.3% | $4.41万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.82万 | 0.00% | 7,718 | 31 | 0.4% | $1,198 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $29.61万 | 0.00% | 2,747 | 2,747 | — | $29.61万 | 新建仓 |
| FLS | FLOWSERVE CORP | $29.55万 | 0.00% | 3,973 | 3,973 | — | $29.55万 | 新建仓 |
| — | TIDAL TRUST II | $29.54万 | 0.00% | 10,350 | 2,100 | 25.5% | $5.99万 | 重新持有 |
| SNDA | SONIDA SENIOR LIVING INC | $29.41万 | 0.00% | 7,209 | 0 | 0.0% | — | 不变 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $29.33万 | 0.00% | 3,694 | 147 | 4.1% | $1.17万 | 加仓 |
| SMTH | ALPS ETF TR | $29.33万 | 0.00% | 11,396 | 682 | 6.4% | $1.76万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $29.18万 | 0.00% | 17,531 | -516 | -2.9% | -$8,589 | 减仓 |
| MSIF | MSC INCOME FUND INC | $29.15万 | 0.00% | 25,196 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $29.15万 | 0.00% | 19,749 | 37 | 0.2% | $546 | 加仓 |
| MKSI | MKS INC. | $29.13万 | 0.00% | 655 | 655 | — | $29.13万 | 新建仓 |
| CRWV | COREWEAVE INC | $29.04万 | 0.00% | 2,917 | 2,917 | — | $29.04万 | 新建仓 |
| TQQQ | PROSHARES TR | $29.02万 | 0.00% | 3,583 | -614 | -14.6% | -$4.97万 | 重新持有 |
| TRGP | TARGA RES CORP | $29.01万 | 0.00% | 1,082 | 51 | 4.9% | $1.37万 | 加仓 |
| MXL | MAXLINEAR INC | $28.97万 | 0.00% | 2,263 | 2,263 | — | $28.97万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $28.97万 | 0.00% | 7,349 | 518 | 7.6% | $2.04万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $28.83万 | 0.00% | 1,327 | -320 | -19.4% | -$6.95万 | 减仓 |
| SMIN | ISHARES TR | $28.77万 | 0.00% | 4,067 | -35,249 | -89.7% | -$249.31万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $28.58万 | 0.00% | 2,861 | 2,861 | — | $28.58万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $28.49万 | 0.00% | 2,346 | 35 | 1.5% | $4,250 | 加仓 |
| CG | CARLYLE GROUP INC | $28.47万 | 0.00% | 6,761 | 9 | 0.1% | $379 | 加仓 |
| SR | SPIRE INC | $28.36万 | 0.00% | 3,594 | -40 | -1.1% | -$3,157 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.36万 | 0.00% | 3,203 | -290 | -8.3% | -$2.57万 | 减仓 |
| — | PROSHARES TR | $28.27万 | 0.00% | 4,205 | 4,205 | — | $28.27万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $28.18万 | 0.00% | 4,402 | -305 | -6.5% | -$1.95万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.16万 | 0.00% | 4,030 | 0 | 0.0% | — | 重新持有 |
| AVY | AVERY DENNISON CORP | $28.11万 | 0.00% | 1,731 | 1,731 | — | $28.11万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $28.06万 | 0.00% | 5,384 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $27.99万 | 0.00% | 2,432 | 285 | 13.3% | $3.28万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.96万 | 0.00% | 11,000 | 11,000 | — | $27.96万 | 新建仓 |
| IDA | IDACORP INC | $27.81万 | 0.00% | 1,838 | 1,838 | — | $27.81万 | 新建仓 |
| INDA | ISHARES TR | $27.76万 | 0.00% | 5,622 | -48,297 | -89.6% | -$238.52万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $27.70万 | 0.00% | 14,337 | 3,104 | 27.6% | $6.00万 | 加仓 |
| IWC | ISHARES TR | $27.68万 | 0.00% | 1,384 | 2 | 0.1% | $400 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $27.61万 | 0.00% | 11,926 | 11,926 | — | $27.61万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $27.61万 | 0.00% | 21,224 | -8,522 | -28.6% | -$11.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.53万 | 0.00% | 13,780 | 13,780 | — | $27.53万 | 新建仓 |
| DES | WISDOMTREE TR | $27.53万 | 0.00% | 6,767 | 600 | 9.7% | $2.44万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $27.47万 | 0.00% | 5,350 | -1,661 | -23.7% | -$8.53万 | 减仓 |
| — | HIGHLAND GLOBAL ALLOCATION F | $27.45万 | 0.00% | 36,500 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $27.41万 | 0.00% | 10,302 | 26 | 0.3% | $692 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $27.33万 | 0.00% | 2,904 | 20 | 0.7% | $1,882 | 加仓 |
| NUMV | NUSHARES ETF TR | $27.31万 | 0.00% | 6,280 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $27.23万 | 0.00% | 3,454 | 3,454 | — | $27.23万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $27.20万 | 0.00% | 4,404 | 4,404 | — | $27.20万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $27.09万 | 0.00% | 10,725 | -1,974 | -15.5% | -$4.99万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $27.08万 | 0.00% | 967 | 58 | 6.4% | $1.62万 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $27.07万 | 0.00% | 85,738 | -40,635 | -32.2% | -$12.83万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $26.94万 | 0.00% | 3,480 | -100 | -2.8% | -$7,742 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $26.84万 | 0.00% | 6,552 | 6,552 | — | $26.84万 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $26.81万 | 0.00% | 5,445 | 5,445 | — | $26.81万 | 新建仓 |
| RPM | RPM INTL INC | $26.81万 | 0.00% | 2,412 | -460 | -16.0% | -$5.11万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $26.80万 | 0.00% | 7,641 | 7,641 | — | $26.80万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $26.78万 | 0.00% | 1,717 | -331 | -16.2% | -$5.16万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $26.78万 | 0.00% | 9,395 | 9,395 | — | $26.78万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $26.65万 | 0.00% | 8,632 | -1,231 | -12.5% | -$3.80万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $26.61万 | 0.00% | 1,578 | -18 | -1.1% | -$3,035 | 减仓 |
| — | NEOS ETF TRUST | $26.57万 | 0.00% | 5,157 | 5,157 | — | $26.57万 | 新建仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $26.52万 | 0.00% | 3,999 | 2 | 0.1% | $133 | 加仓 |
| NULV | NUSHARES ETF TR | $26.50万 | 0.00% | 5,300 | 5,300 | — | $26.50万 | 新建仓 |
| SAP | SAP SE | $26.48万 | 0.00% | 1,718 | 494 | 40.4% | $7.61万 | 重新持有 |
| GH | GUARDANT HEALTH INC | $26.48万 | 0.00% | 1,765 | 1,765 | — | $26.48万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $26.47万 | 0.00% | 5,317 | -1,995 | -27.3% | -$9.93万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $26.46万 | 0.00% | 2,179 | 2,179 | — | $26.46万 | 新建仓 |
| SII | SPROTT INC | $26.40万 | 0.00% | 2,350 | 100 | 4.4% | $1.12万 | 加仓 |
| DSPY | TEMA ETF TRUST | $26.35万 | 0.00% | 4,003 | 401 | 11.1% | $2.64万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $26.29万 | 0.00% | 5,962 | -109 | -1.8% | -$4,806 | 减仓 |
| SCI | SERVICE CORP INTL | $26.26万 | 0.00% | 3,457 | -253 | -6.8% | -$1.92万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $26.07万 | 0.00% | 465 | -21 | -4.3% | -$1.18万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $26.02万 | 0.00% | 26,994 | 37 | 0.1% | $357 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.94万 | 0.00% | 5,080 | -22,207 | -81.4% | -$113.38万 | 减仓 |