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 |
|---|---|---|---|---|---|---|---|---|
| VFLO | VICTORY PORTFOLIOS II | $1,422.52万 | 0.18% | 360,315 | -20,937 | -5.5% | -$82.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,420.05万 | 0.18% | 69,805 | -2,632 | -3.6% | -$53.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,419.88万 | 0.18% | 86,509 | 51,063 | 144.1% | $838.10万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,415.16万 | 0.18% | 399,311 | -19,997 | -4.8% | -$70.87万 | 减仓 |
| BA | BOEING CO | $1,408.01万 | 0.18% | 70,743 | 48,106 | 212.5% | $957.46万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,396.61万 | 0.18% | 297,721 | 184,585 | 163.2% | $865.89万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,393.34万 | 0.18% | 285,813 | 133,350 | 87.5% | $650.08万 | 加仓 |
| IBDT | ISHARES TR | $1,390.29万 | 0.18% | 548,869 | 20,518 | 3.9% | $51.97万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,387.53万 | 0.18% | 475,507 | 462,458 | 3,544.0% | $1,349.45万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,383.00万 | 0.18% | 412,344 | 92,021 | 28.7% | $308.64万 | 加仓 |
| CCJ | CAMECO CORP | $1,381.66万 | 0.18% | 127,213 | -1,400 | -1.1% | -$15.21万 | 减仓 |
| ET | ENERGY TRANSFER L P | $1,371.66万 | 0.17% | 710,703 | -182 | -0.0% | -$3,513 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,359.54万 | 0.17% | 239,863 | 45,965 | 23.7% | $260.53万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,357.97万 | 0.17% | 472,830 | 16,222 | 3.6% | $46.59万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,353.48万 | 0.17% | 175,367 | 108,699 | 163.0% | $838.94万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,337.37万 | 0.17% | 119,291 | 12,673 | 11.9% | $142.08万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,320.42万 | 0.17% | 279,158 | 279,158 | — | $1,320.42万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,272.26万 | 0.16% | 16,466 | 3,682 | 28.8% | $284.49万 | 加仓 |
| EMHY | ISHARES INC | $1,258.16万 | 0.16% | 319,492 | -1,399 | -0.4% | -$5.51万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,250.00万 | 0.16% | 36,984 | 14,703 | 66.0% | $496.94万 | 加仓 |
| CSCO | CISCO SYS INC | $1,217.82万 | 0.16% | 156,955 | 22,742 | 16.9% | $176.46万 | 加仓 |
| VXX | BARCLAYS BANK PLC | $1,212.38万 | 0.15% | 339,602 | 318,061 | 1,476.5% | $1,135.48万 | 加仓 |
| HD | HOME DEPOT INC | $1,209.48万 | 0.15% | 36,775 | 1,904 | 5.5% | $62.62万 | 加仓 |
| URI | UNITED RENTALS INC | $1,185.94万 | 0.15% | 16,278 | 12,216 | 300.7% | $890.00万 | 加仓 |
| DGRO | ISHARES TR | $1,184.26万 | 0.15% | 168,746 | 4,047 | 2.5% | $28.40万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,180.15万 | 0.15% | 146,403 | 120,439 | 463.9% | $970.86万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,168.79万 | 0.15% | 38,640 | 3,173 | 8.9% | $95.98万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,154.61万 | 0.15% | 383,975 | 138,170 | 56.2% | $415.48万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,152.85万 | 0.15% | 233,512 | 62,916 | 36.9% | $310.62万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,137.90万 | 0.14% | 227,808 | 197,366 | 648.3% | $985.84万 | 重新持有 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,135.45万 | 0.14% | 208,149 | -44,819 | -17.7% | -$244.49万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,122.94万 | 0.14% | 240,252 | 3,439 | 1.5% | $16.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,120.73万 | 0.14% | 46,237 | -12,561 | -21.4% | -$304.46万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,111.47万 | 0.14% | 60,926 | 32,998 | 118.2% | $601.98万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,102.84万 | 0.14% | 65,249 | -5,379 | -7.6% | -$90.92万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $1,100.08万 | 0.14% | 129,193 | 129,193 | — | $1,100.08万 | 新建仓 |
| — | EA SERIES TRUST | $1,092.36万 | 0.14% | 240,449 | 14,908 | 6.6% | $67.73万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1,091.36万 | 0.14% | 113,731 | 113,731 | — | $1,091.36万 | 新建仓 |
| GPZ | VANECK ETF TRUST | $1,075.74万 | 0.14% | 500,927 | 4,890 | 1.0% | $10.50万 | 加仓 |
| IWP | ISHARES TR | $1,072.68万 | 0.14% | 83,724 | 47,707 | 132.5% | $611.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,067.21万 | 0.14% | 116,457 | -35,968 | -23.6% | -$329.61万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,065.56万 | 0.14% | 139,216 | 26,414 | 23.4% | $202.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,058.65万 | 0.13% | 427,739 | 69,062 | 19.3% | $170.93万 | 加仓 |
| QUAL | ISHARES TR | $1,058.01万 | 0.13% | 55,159 | 17,863 | 47.9% | $342.63万 | 加仓 |
| MUB | ISHARES TR | $1,052.61万 | 0.13% | 99,163 | 17,655 | 21.7% | $187.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,050.73万 | 0.13% | 72,745 | 16,042 | 28.3% | $231.71万 | 加仓 |
| ASML | ASML HLDG NV | $1,037.11万 | 0.13% | 7,852 | 6,577 | 515.8% | $868.71万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,036.69万 | 0.13% | 94,434 | -1,812 | -1.9% | -$19.89万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,031.64万 | 0.13% | 49,586 | 1,064 | 2.2% | $22.14万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,027.00万 | 0.13% | 578,594 | -939 | -0.2% | -$1.67万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,024.67万 | 0.13% | 50,281 | 16,385 | 48.3% | $333.91万 | 加仓 |
| SGOV | ISHARES TR | $1,021.38万 | 0.13% | 101,468 | 72,219 | 246.9% | $726.96万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,013.90万 | 0.13% | 114,306 | 73,937 | 183.2% | $655.82万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,010.52万 | 0.13% | 191,458 | 145,833 | 319.6% | $769.71万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,008.85万 | 0.13% | 82,167 | 73,684 | 868.6% | $904.70万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,007.43万 | 0.13% | 202,743 | 46,846 | 30.0% | $232.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,001.03万 | 0.13% | 204,584 | -881 | -0.4% | -$4.31万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,000.09万 | 0.13% | 146,469 | 2,542 | 1.8% | $17.36万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $999.40万 | 0.13% | 196,039 | 64,943 | 49.5% | $331.08万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $989.79万 | 0.13% | 170,126 | 164,828 | 3,111.1% | $958.97万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $982.04万 | 0.13% | 406,157 | 39,561 | 10.8% | $95.65万 | 加仓 |
| EFA | ISHARES TR | $975.78万 | 0.12% | 100,462 | 1,844 | 1.9% | $17.91万 | 加仓 |
| GM | GENERAL MTRS CO | $970.89万 | 0.12% | 130,321 | -1,926 | -1.5% | -$14.35万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $969.14万 | 0.12% | 191,605 | 57,628 | 43.0% | $291.48万 | 加仓 |
| T | AT&T INC | $961.13万 | 0.12% | 331,537 | -22,717 | -6.4% | -$65.86万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $949.01万 | 0.12% | 198,455 | 69,453 | 53.8% | $332.12万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $947.22万 | 0.12% | 18,957 | 6,878 | 56.9% | $343.67万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $936.23万 | 0.12% | 343,822 | 30,783 | 9.8% | $83.82万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $931.37万 | 0.12% | 152,036 | 24,590 | 19.3% | $150.64万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $926.01万 | 0.12% | 23,719 | 4,204 | 21.5% | $164.13万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $925.61万 | 0.12% | 133,566 | 10,479 | 8.5% | $72.62万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $919.15万 | 0.12% | 320,149 | 218,086 | 213.7% | $626.12万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $907.82万 | 0.12% | 571,672 | -151,884 | -21.0% | -$241.19万 | 减仓 |
| IJS | ISHARES TR | $903.81万 | 0.12% | 76,303 | 2,480 | 3.4% | $29.38万 | 加仓 |
| WFC | WELLS FARGO & CO | $898.25万 | 0.11% | 112,831 | -40,685 | -26.5% | -$323.89万 | 减仓 |
| KO | COCA COLA CO | $897.47万 | 0.11% | 117,205 | -12,309 | -9.5% | -$94.25万 | 减仓 |
| PWR | QUANTA SVCS INC | $895.28万 | 0.11% | 16,307 | 15,120 | 1,273.8% | $830.12万 | 加仓 |
| TJX | TJX COS INC NEW | $890.81万 | 0.11% | 55,780 | 6,222 | 12.6% | $99.37万 | 加仓 |
| IEF | ISHARES TR | $870.65万 | 0.11% | 91,225 | -13,348 | -12.8% | -$127.39万 | 减仓 |
| IVW | ISHARES TR | $865.89万 | 0.11% | 76,553 | 53,109 | 226.5% | $600.72万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $864.53万 | 0.11% | 324,890 | 11,012 | 3.5% | $29.30万 | 加仓 |
| CSHI | NEOS ETF TRUST | $863.73万 | 0.11% | 173,510 | 37,354 | 27.4% | $185.95万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $860.15万 | 0.11% | 36,754 | -1,824 | -4.7% | -$42.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $848.10万 | 0.11% | 168,944 | 44,386 | 35.6% | $222.82万 | 加仓 |
| IWR | ISHARES TR | $844.33万 | 0.11% | 86,838 | 15,976 | 22.5% | $155.33万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $841.90万 | 0.11% | 52,056 | 26,058 | 100.2% | $421.44万 | 加仓 |
| RKT | ROCKET COS INC | $841.12万 | 0.11% | 590,262 | 28,201 | 5.0% | $40.19万 | 加仓 |
| DNN | DENISON MINES CORP | $840.23万 | 0.11% | 2,380,247 | 1,000 | 0.0% | $3,530 | 加仓 |
| GEV | GE VERNOVA INC | $834.57万 | 0.11% | 9,556 | 2,034 | 27.0% | $177.64万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $830.76万 | 0.11% | 177,416 | 1,237 | 0.7% | $5.79万 | 加仓 |
| SO | SOUTHERN CO | $830.19万 | 0.11% | 86,012 | 1,078 | 1.3% | $10.40万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $828.37万 | 0.11% | 353,539 | 19,564 | 5.9% | $45.84万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $828.11万 | 0.11% | 613,415 | 550 | 0.1% | $7,425 | 加仓 |
| RTX | RTX CORPORATION | $827.40万 | 0.11% | 42,893 | 5,237 | 13.9% | $101.02万 | 加仓 |
| GDX | VANECK ETF TRUST | $821.35万 | 0.10% | 89,501 | -4,085 | -4.4% | -$37.49万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $817.12万 | 0.10% | 163,784 | -4,302 | -2.6% | -$21.46万 | 减仓 |
| IBB | ISHARES TR | $813.31万 | 0.10% | 48,168 | 7,506 | 18.5% | $126.74万 | 加仓 |
| IXUS | ISHARES TR | $801.22万 | 0.10% | 92,477 | 2,695 | 3.0% | $23.35万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $799.99万 | 0.10% | 67,435 | 7,098 | 11.8% | $84.20万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $799.00万 | 0.10% | 391,225 | 4,609 | 1.2% | $9.41万 | 加仓 |