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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $1,744.28万 | 0.19% | 306,121 | 20,308 | 7.1% | $115.71万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,732.66万 | 0.19% | 194,245 | -16,146 | -7.7% | -$144.02万 | 减仓 |
| ASML | ASML HLDG NV | $1,725.28万 | 0.19% | 8,672 | 820 | 10.4% | $163.14万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,692.66万 | 0.19% | 335,911 | -5,371 | -1.6% | -$27.06万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $1,651.89万 | 0.18% | 66,638 | 41,843 | 168.8% | $1,037.25万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,646.13万 | 0.18% | 491,970 | 79,626 | 19.3% | $266.43万 | 加仓 |
| BA | BOEING CO | $1,570.36万 | 0.17% | 72,544 | 1,801 | 2.5% | $38.99万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,570.23万 | 0.17% | 303,250 | 5,529 | 1.9% | $28.63万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $1,552.21万 | 0.17% | 695,748 | 22,860 | 3.4% | $51.00万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1,522.17万 | 0.17% | 1,049,774 | 17,259 | 1.7% | $25.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,513.04万 | 0.17% | 53,805 | 7,568 | 16.4% | $212.82万 | 加仓 |
| IGSB | ISHARES TR | $1,485.24万 | 0.16% | 283,389 | 5,775 | 2.1% | $30.27万 | 加仓 |
| NFLX | NETFLIX INC. | $1,481.17万 | 0.16% | 207,446 | -19,689 | -8.7% | -$140.58万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,477.03万 | 0.16% | 49,583 | -6,518 | -11.6% | -$194.16万 | 减仓 |
| GEV | GE VERNOVA INC | $1,468.35万 | 0.16% | 12,493 | 2,937 | 30.7% | $345.20万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,453.94万 | 0.16% | 85,586 | 3,419 | 4.2% | $58.08万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,449.94万 | 0.16% | 499,807 | 24,300 | 5.1% | $70.49万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,430.83万 | 0.16% | 269,510 | 35,998 | 15.4% | $191.11万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,426.68万 | 0.16% | 487,919 | 15,089 | 3.2% | $44.12万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,424.80万 | 0.16% | 142,082 | 8,516 | 6.4% | $85.40万 | 加仓 |
| SHV | ISHARES TR | $1,399.73万 | 0.15% | 126,844 | -253,956 | -66.7% | -$2,802.41万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $1,390.47万 | 0.15% | 294,935 | 15,777 | 5.7% | $74.38万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,378.76万 | 0.15% | 242,782 | 40,039 | 19.7% | $227.38万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,369.98万 | 0.15% | 716,515 | 5,812 | 0.8% | $11.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,368.08万 | 0.15% | 155,676 | 16,460 | 11.8% | $144.65万 | 加仓 |
| USFR | WISDOMTREE TR | $1,326.06万 | 0.15% | 263,368 | 188,961 | 254.0% | $951.42万 | 加仓 |
| CCJ | CAMECO CORP | $1,325.50万 | 0.15% | 130,129 | 2,916 | 2.3% | $29.70万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,311.06万 | 0.14% | 45,909 | -3,677 | -7.4% | -$105.01万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,305.74万 | 0.14% | 20,443 | 6,337 | 44.9% | $404.76万 | 加仓 |
| EMHY | ISHARES INC | $1,302.71万 | 0.14% | 320,352 | 860 | 0.3% | $3.50万 | 加仓 |
| HD | HOME DEPOT INC | $1,278.52万 | 0.14% | 36,251 | -524 | -1.4% | -$18.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,259.90万 | 0.14% | 76,007 | 6,074 | 8.7% | $100.68万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,257.51万 | 0.14% | 37,177 | -1,463 | -3.8% | -$49.49万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $1,255.48万 | 0.14% | 112,006 | -1,725 | -1.5% | -$19.34万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,253.23万 | 0.14% | 452,428 | 24,689 | 5.8% | $68.39万 | 加仓 |
| QUAL | ISHARES TR | $1,241.27万 | 0.14% | 56,568 | 1,409 | 2.6% | $30.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,227.41万 | 0.13% | 102,695 | 34,863 | 51.4% | $416.68万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,223.92万 | 0.13% | 16,998 | 691 | 4.2% | $49.75万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,223.08万 | 0.13% | 216,551 | -23,312 | -9.7% | -$131.67万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,219.16万 | 0.13% | 253,359 | 13,107 | 5.5% | $63.07万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $1,205.00万 | 0.13% | 127,043 | -2,150 | -1.7% | -$20.39万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,201.84万 | 0.13% | 176,715 | 6,589 | 3.9% | $44.81万 | 加仓 |
| GLW | CORNING INC | $1,191.75万 | 0.13% | 46,657 | -5,835 | -11.1% | -$149.04万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,189.97万 | 0.13% | 146,801 | 332 | 0.2% | $2.69万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,187.30万 | 0.13% | 395,634 | 11,659 | 3.0% | $34.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,183.95万 | 0.13% | 80,738 | 7,993 | 11.0% | $117.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,177.94万 | 0.13% | 27,168 | -8,788 | -24.4% | -$381.03万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,177.44万 | 0.13% | 234,410 | 6,602 | 2.9% | $33.16万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,174.97万 | 0.13% | 128,821 | -17,582 | -12.0% | -$160.36万 | 减仓 |
| MUB | ISHARES TR | $1,158.53万 | 0.13% | 107,650 | 8,487 | 8.6% | $91.34万 | 加仓 |
| TIP | ISHARES TR | $1,155.61万 | 0.13% | 105,603 | 62,497 | 145.0% | $683.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,151.45万 | 0.13% | 119,408 | 5,102 | 4.5% | $49.20万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,149.94万 | 0.13% | 34,345 | 3,164 | 10.1% | $105.94万 | 加仓 |
| DGRO | ISHARES TR | $1,142.13万 | 0.13% | 150,697 | -18,049 | -10.7% | -$136.79万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $1,139.92万 | 0.12% | 46,571 | -18,678 | -28.6% | -$457.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,139.53万 | 0.12% | 27,417 | 1,127 | 4.3% | $46.84万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,135.85万 | 0.12% | 210,265 | 18,807 | 9.8% | $101.60万 | 加仓 |
| IVW | ISHARES TR | $1,126.12万 | 0.12% | 81,882 | 5,329 | 7.0% | $73.29万 | 加仓 |
| EFA | ISHARES TR | $1,112.01万 | 0.12% | 107,048 | 6,586 | 6.6% | $68.42万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,111.09万 | 0.12% | 181,462 | -26,687 | -12.8% | -$163.40万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,107.45万 | 0.12% | 209,904 | 5,320 | 2.6% | $28.07万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,105.00万 | 0.12% | 50,408 | 127 | 0.3% | $2.78万 | 加仓 |
| SGOV | ISHARES TR | $1,099.90万 | 0.12% | 109,258 | 7,790 | 7.7% | $78.42万 | 加仓 |
| INTC | INTEL CORP | $1,089.36万 | 0.12% | 78,017 | 9,125 | 13.2% | $127.41万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,089.03万 | 0.12% | 360,966 | -38,345 | -9.6% | -$115.69万 | 减仓 |
| CSHI | NEOS ETF TRUST | $1,080.23万 | 0.12% | 216,871 | 43,361 | 25.0% | $215.98万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,080.13万 | 0.12% | 572,407 | -53,132 | -8.5% | -$100.26万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,065.93万 | 0.12% | 17,095 | 629 | 3.8% | $39.22万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,064.38万 | 0.12% | 147,258 | 68,737 | 87.5% | $496.83万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $1,051.91万 | 0.12% | 519,974 | 363,965 | 233.3% | $736.30万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,039.52万 | 0.11% | 261,976 | 134,570 | 105.6% | $533.97万 | 加仓 |
| JBL | JABIL INC | $1,032.89万 | 0.11% | 26,795 | 496 | 1.9% | $19.12万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $1,030.94万 | 0.11% | 213,225 | 14,770 | 7.4% | $71.41万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1,028.07万 | 0.11% | 401,354 | 47,815 | 13.5% | $122.48万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,027.94万 | 0.11% | 194,981 | 13,856 | 7.6% | $73.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,010.56万 | 0.11% | 29,633 | -19,338 | -39.5% | -$659.47万 | 减仓 |
| GM | GENERAL MTRS CO | $1,007.40万 | 0.11% | 130,696 | 375 | 0.3% | $2.89万 | 加仓 |
| GE | GE AEROSPACE | $1,004.28万 | 0.11% | 26,872 | 1,490 | 5.9% | $55.69万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,002.67万 | 0.11% | 69,336 | 1,901 | 2.8% | $27.49万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $998.18万 | 0.11% | 10,336 | 3,638 | 54.3% | $351.33万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $994.13万 | 0.11% | 34,888 | -14,687 | -29.6% | -$418.51万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $990.25万 | 0.11% | 476,312 | 476,312 | — | $990.25万 | 新建仓 |
| CB | CHUBB LIMITED | $985.13万 | 0.11% | 28,845 | 12,691 | 78.6% | $433.43万 | 加仓 |
| WFC | WELLS FARGO & CO | $983.94万 | 0.11% | 119,064 | 6,233 | 5.5% | $51.51万 | 加仓 |
| QGRW | WISDOMTREE TR | $983.12万 | 0.11% | 148,890 | 102,115 | 218.3% | $674.26万 | 加仓 |
| KO | COCA COLA CO | $981.06万 | 0.11% | 119,934 | 2,729 | 2.3% | $22.32万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $980.46万 | 0.11% | 193,690 | 2,085 | 1.1% | $10.55万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $976.71万 | 0.11% | 546,256 | -32,338 | -5.6% | -$57.82万 | 减仓 |
| IXUS | ISHARES TR | $973.74万 | 0.11% | 102,027 | 9,550 | 10.3% | $91.15万 | 加仓 |
| IJS | ISHARES TR | $973.45万 | 0.11% | 71,221 | -5,082 | -6.7% | -$69.46万 | 减仓 |
| — | EA SERIES TRUST | $973.19万 | 0.11% | 225,075 | -15,374 | -6.4% | -$66.47万 | 减仓 |
| NUGT | DIREXION SHARES ETF TRUST | $971.18万 | 0.11% | 83,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $967.37万 | 0.11% | 42,062 | 41 | 0.1% | $9,429 | 加仓 |
| MS | MORGAN STANLEY | $967.25万 | 0.11% | 46,271 | 3,770 | 8.9% | $78.81万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $952.31万 | 0.10% | 186,728 | -9,311 | -4.7% | -$47.49万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $948.44万 | 0.10% | 388,794 | -17,363 | -4.3% | -$42.36万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $948.00万 | 0.10% | 39,065 | 29,328 | 301.2% | $711.71万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $938.71万 | 0.10% | 56,761 | 30,854 | 119.1% | $510.26万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $931.62万 | 0.10% | 151,581 | 12,880 | 9.3% | $79.16万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $926.72万 | 0.10% | 50,031 | -2,025 | -3.9% | -$37.51万 | 减仓 |