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 |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | $21.32万 | 0.00% | 757 | 54 | 7.7% | $1.52万 | 重新持有 |
| AIZ | ASSURANT INC | $21.32万 | 0.00% | 794 | 794 | — | $21.32万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $21.29万 | 0.00% | 58,004 | -79 | -0.1% | -$290 | 减仓 |
| HEI/A | HEICO CORP NEW | $21.28万 | 0.00% | 825 | 825 | — | $21.28万 | 新建仓 |
| IYE | ISHARES TR | $21.25万 | 0.00% | 3,755 | 14 | 0.4% | $792 | 加仓 |
| ALKS | ALKERMES PLC | $21.23万 | 0.00% | 4,052 | 4,052 | — | $21.23万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $21.21万 | 0.00% | 4,208 | 4,208 | — | $21.21万 | 新建仓 |
| FWDI | FORWARD INDUSTRIES INC | $21.20万 | 0.00% | 50,230 | 15,275 | 43.7% | $6.45万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $21.19万 | 0.00% | 3,628 | -54 | -1.5% | -$3,155 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $21.11万 | 0.00% | 1,266 | -371 | -22.7% | -$6.18万 | 减仓 |
| — | ASTRONOVA INC | $21.07万 | 0.00% | 7,400 | 7,400 | — | $21.07万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $21.05万 | 0.00% | 2,426 | -334 | -12.1% | -$2.90万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $21.03万 | 0.00% | 1,550 | -2,888 | -65.1% | -$39.18万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $21.03万 | 0.00% | 24,971 | 0 | 0.0% | — | 不变 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $21.02万 | 0.00% | 4,380 | 4,380 | — | $21.02万 | 新建仓 |
| — | CALAMOS ETF TR | $20.96万 | 0.00% | 7,805 | 7,805 | — | $20.96万 | 新建仓 |
| TRMB | TRIMBLE INC | $20.93万 | 0.00% | 4,089 | -190 | -4.4% | -$9,724 | 减仓 |
| YETI | YETI HLDGS INC | $20.87万 | 0.00% | 4,212 | 4,212 | — | $20.87万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $20.69万 | 0.00% | 955 | 955 | — | $20.69万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $20.68万 | 0.00% | 1,558 | 1,558 | — | $20.68万 | 新建仓 |
| DTM | DT MIDSTREAM INC | $20.64万 | 0.00% | 1,398 | 1,398 | — | $20.64万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $20.56万 | 0.00% | 1,333 | -7,949 | -85.6% | -$122.60万 | 减仓 |
| XYZ | BLOCK INC | $20.55万 | 0.00% | 2,704 | -712 | -20.8% | -$5.41万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $20.53万 | 0.00% | 4,060 | 4,060 | — | $20.53万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.43万 | 0.00% | 1,998 | 1,998 | — | $20.43万 | 新建仓 |
| VFVA | VANGUARD WELLINGTON FD | $20.36万 | 0.00% | 1,372 | 1,372 | — | $20.36万 | 新建仓 |
| SUSB | ISHARES TR | $20.35万 | 0.00% | 8,145 | 8,145 | — | $20.35万 | 新建仓 |
| EPI | WISDOMTREE TR | $20.32万 | 0.00% | 4,749 | -1,284 | -21.3% | -$5.49万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $20.23万 | 0.00% | 7,002 | 7,002 | — | $20.23万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.22万 | 0.00% | 1,964 | 1,964 | — | $20.22万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $20.13万 | 0.00% | 4,943 | -12,580 | -71.8% | -$51.23万 | 减仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $20.09万 | 0.00% | 8,771 | 8,771 | — | $20.09万 | 新建仓 |
| — | GABELLI ETFS TRUST | $20.04万 | 0.00% | 3,575 | 3,575 | — | $20.04万 | 新建仓 |
| BGC | BGC GROUP INC | $19.95万 | 0.00% | 18,658 | 18,658 | — | $19.95万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $19.57万 | 0.00% | 24,611 | -1,542 | -5.9% | -$1.23万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $19.29万 | 0.00% | 17,768 | 76 | 0.4% | $825 | 加仓 |
| GAP | GAP INC | $19.13万 | 0.00% | 10,242 | -36 | -0.4% | -$673 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $18.97万 | 0.00% | 32,535 | 1,040 | 3.3% | $6,063 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $17.63万 | 0.00% | 11,733 | 1,662 | 16.5% | $2.50万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $17.50万 | 0.00% | 18,634 | -1,127 | -5.7% | -$1.06万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $17.39万 | 0.00% | 10,523 | 10,523 | — | $17.39万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $17.39万 | 0.00% | 32,500 | 32,500 | — | $17.39万 | 新建仓 |
| VTRS | VIATRIS INC | $17.29万 | 0.00% | 10,888 | 10,888 | — | $17.29万 | 新建仓 |
| CMPS | COMPASS PATHWAYS PLC | $17.25万 | 0.00% | 12,194 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $16.16万 | 0.00% | 11,040 | 0 | 0.0% | — | 不变 |
| — | COHERUS ONCOLOGY INC | $16.08万 | 0.00% | 114,861 | 2,773 | 2.5% | $3,882 | 加仓 |
| JOBY | JOBY AVIATION INC | $15.86万 | 0.00% | 17,779 | -6,299 | -26.2% | -$5.62万 | 减仓 |
| INFQ | INFLEQTION INC | $15.76万 | 0.00% | 11,831 | 11,831 | — | $15.76万 | 新建仓 |
| GNW | GENWORTH FINL INC | $15.53万 | 0.00% | 16,400 | 16,400 | — | $15.53万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.92万 | 0.00% | 18,033 | 3,047 | 20.3% | $2.35万 | 加仓 |
| — | DOCGO INC | $13.88万 | 0.00% | 268,987 | 268,987 | — | $13.88万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $13.42万 | 0.00% | 17,754 | -877 | -4.7% | -$6,630 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $13.13万 | 0.00% | 10,198 | -100 | -1.0% | -$1,288 | 减仓 |
| RWT | REDWOOD TRUST INC | $12.45万 | 0.00% | 26,259 | 26,259 | — | $12.45万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $12.37万 | 0.00% | 11,176 | -210 | -1.8% | -$2,325 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $12.36万 | 0.00% | 14,941 | -388 | -2.5% | -$3,209 | 减仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $11.84万 | 0.00% | 18,332 | 493 | 2.8% | $3,185 | 加仓 |
| PATH | UIPATH INC | $11.14万 | 0.00% | 10,250 | 10,250 | — | $11.14万 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $10.89万 | 0.00% | 18,739 | 7,573 | 67.8% | $4.40万 | 重新持有 |
| SMR | NUSCALE PWR CORP | $10.55万 | 0.00% | 10,520 | 10,520 | — | $10.55万 | 新建仓 |
| — | CARDIOL THERAPEUTICS INC | $10.51万 | 0.00% | 99,109 | -4,950 | -4.8% | -$5,247 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $10.34万 | 0.00% | 21,065 | -7,400 | -26.0% | -$3.63万 | 减仓 |
| AI | C3 AI INC | $9.86万 | 0.00% | 10,847 | -225 | -2.0% | -$2,045 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $9.85万 | 0.00% | 11,251 | -2,142 | -16.0% | -$1.87万 | 减仓 |
| FRMI | FERMI INC | $9.29万 | 0.00% | 10,145 | 10,145 | — | $9.29万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $7.94万 | 0.00% | 16,789 | -6,111 | -26.7% | -$2.89万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $7.41万 | 0.00% | 10,888 | -260 | -2.3% | -$1,771 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $6.72万 | 0.00% | 10,387 | -673 | -6.1% | -$4,354 | 减仓 |
| — | SELECTQUOTE INC | $6.70万 | 0.00% | 79,625 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $6.07万 | 0.00% | 13,175 | 88 | 0.7% | $406 | 加仓 |
| COUR | COURSERA INC | $5.70万 | 0.00% | 10,104 | 10,104 | — | $5.70万 | 新建仓 |
| — | CERVOMED INC | $5.62万 | 0.00% | 18,140 | 18,140 | — | $5.62万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5.20万 | 0.00% | 11,028 | -908 | -7.6% | -$4,278 | 减仓 |
| INDI | INDIE SEMICONDUCTOR INC | $5.18万 | 0.00% | 11,527 | 11,527 | — | $5.18万 | 新建仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $4.53万 | 0.00% | 11,500 | 0 | 0.0% | — | 不变 |
| — | ELICIO THERAPEUTICS INC | $3.91万 | 0.00% | 10,005 | -5 | -0.0% | -$20 | 减仓 |
| — | NEUBERGER R/EST SECS INC FD | $3.07万 | 0.00% | 10,131 | 10,131 | — | $3.07万 | 新建仓 |
| BLND | BLEND LABS INC | $2.39万 | 0.00% | 14,000 | 14,000 | — | $2.39万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $2.29万 | 0.00% | 14,114 | 14,114 | — | $2.29万 | 新建仓 |
| — | UPEXI INC | $1.18万 | 0.00% | 15,000 | 1,500 | 11.1% | $1,176 | 加仓 |
| GPZ | VANECK ETF TRUST | $0 | 0.00% | 0 | -500,927 | -100.0% | -$1,075.74万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -590,262 | -100.0% | -$841.12万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -148,944 | -100.0% | -$665.93万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -123,017 | -100.0% | -$574.86万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -145,062 | -100.0% | -$411.11万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -109,802 | -100.0% | -$385.84万 | 清仓 |
| SQQQ | PROSHARES TR | $0 | 0.00% | 0 | -38,431 | -100.0% | -$309.33万 | 清仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -82,106 | -100.0% | -$278.05万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -20,458 | -100.0% | -$224.04万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -576,180 | -100.0% | -$213.76万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -48,783 | -100.0% | -$184.20万 | 清仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -19,646 | -100.0% | -$169.59万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -191,663 | -100.0% | -$159.46万 | 清仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | -47,106 | -100.0% | -$124.12万 | 清仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -52,480 | -100.0% | -$111.99万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -18,026 | -100.0% | -$100.76万 | 清仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -50,384 | -100.0% | -$100.57万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -27,763 | -100.0% | -$84.73万 | 清仓 |
| DMBS | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -16,793 | -100.0% | -$82.92万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$80.37万 | 清仓 |