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 |
|---|---|---|---|---|---|---|---|---|
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -64,784 | -100.0% | -$66.47万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -14,850 | -100.0% | -$53.40万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -15,695 | -100.0% | -$40.62万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,809 | -100.0% | -$40.49万 | 清仓 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -10,012 | -100.0% | -$37.53万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -16,133 | -100.0% | -$36.88万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -716 | -100.0% | -$33.96万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2,193 | -100.0% | -$33.58万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -2,040 | -100.0% | -$33.36万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -21,676 | -100.0% | -$33.25万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -4,301 | -100.0% | -$31.60万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -10,496 | -100.0% | -$30.96万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -6,220 | -100.0% | -$29.23万 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -6,644 | -100.0% | -$28.61万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -1,556 | -100.0% | -$27.11万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -3,255 | -100.0% | -$26.47万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -3,504 | -100.0% | -$26.37万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -2,263 | -100.0% | -$26.00万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$25.88万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -2,094 | -100.0% | -$25.24万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -14,036 | -100.0% | -$24.31万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -4,363 | -100.0% | -$23.22万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -8,870 | -100.0% | -$23.05万 | 清仓 |
| INDY | ISHARES TR | $0 | 0.00% | 0 | -5,251 | -100.0% | -$22.18万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,206 | -100.0% | -$22.08万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -2,659 | -100.0% | -$21.30万 | 清仓 |
| DUSB | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,200 | -100.0% | -$21.30万 | 清仓 |
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -2,006 | -100.0% | -$20.61万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -9,054 | -100.0% | -$20.54万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -6,811 | -100.0% | -$20.53万 | 清仓 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -3,951 | -100.0% | -$20.30万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -4,118 | -100.0% | -$20.21万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,262 | -100.0% | -$20.01万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -15,000 | -100.0% | -$16.92万 | 清仓 |
| — | BITWISE ETHEREUM ETF | $0 | 0.00% | 0 | -10,075 | -100.0% | -$15.11万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -11,009 | -100.0% | -$11.02万 | 清仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $0 | 0.00% | 0 | -15,000 | -100.0% | -$10.35万 | 清仓 |
| — | PIMCO INCOME STRATEGY FD II | $0 | 0.00% | 0 | -14,411 | -100.0% | -$10.03万 | 清仓 |
| — | MOTORSPORT GAMES INC | $0 | 0.00% | 0 | -15,360 | -100.0% | -$6.30万 | 清仓 |
| — | FORTRESS BIOTECH INC | $0 | 0.00% | 0 | -20,659 | -100.0% | -$5.76万 | 清仓 |
| — | SOW GOOD INC | $0 | 0.00% | 0 | -92,500 | -100.0% | -$3.71万 | 清仓 |