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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $798.38万 | 0.10% | 207,803 | -56,777 | -21.5% | -$218.14万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $795.83万 | 0.10% | 156,551 | -41,608 | -21.0% | -$211.51万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $795.07万 | 0.10% | 458,802 | 27,187 | 6.3% | $47.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $785.10万 | 0.10% | 48,971 | 27,678 | 130.0% | $443.73万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $781.34万 | 0.10% | 31,181 | -3,256 | -9.5% | -$81.59万 | 减仓 |
| NOBL | PROSHARES TR | $780.57万 | 0.10% | 73,632 | -818 | -1.1% | -$8.67万 | 减仓 |
| BX | BLACKSTONE INC | $778.57万 | 0.10% | 67,708 | 9,182 | 15.7% | $105.58万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $775.95万 | 0.10% | 156,473 | -3,568 | -2.2% | -$17.69万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $770.07万 | 0.10% | 138,701 | -39,004 | -21.9% | -$216.55万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $769.55万 | 0.10% | 268,510 | 268,510 | — | $769.55万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $769.07万 | 0.10% | 35,956 | 4,542 | 14.5% | $97.15万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $758.60万 | 0.10% | 42,021 | 42,021 | — | $758.60万 | 新建仓 |
| IJJ | ISHARES TR | $751.61万 | 0.10% | 56,725 | 3,724 | 7.0% | $49.34万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $748.73万 | 0.10% | 275,776 | 167,282 | 154.2% | $454.17万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $746.54万 | 0.10% | 56,953 | 26,631 | 87.8% | $349.08万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $745.52万 | 0.09% | 297,019 | -63,326 | -17.6% | -$158.95万 | 减仓 |
| TXN | TEXAS INSTRS INC | $741.47万 | 0.09% | 38,193 | -259 | -0.7% | -$5.03万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $737.58万 | 0.09% | 516,513 | -19,197 | -3.6% | -$27.41万 | 减仓 |
| SIL | GLOBAL X FDS | $735.30万 | 0.09% | 81,627 | -60 | -0.1% | -$5,405 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $734.27万 | 0.09% | 98,539 | -5,656 | -5.4% | -$42.15万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $733.40万 | 0.09% | 78,238 | 21,739 | 38.5% | $203.78万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $731.08万 | 0.09% | 49,575 | 47,240 | 2,023.1% | $696.65万 | 加仓 |
| AMGN | AMGEN INC | $729.42万 | 0.09% | 20,731 | 5,313 | 34.5% | $186.94万 | 加仓 |
| NTR | NUTRIEN LTD | $726.07万 | 0.09% | 95,523 | -2,900 | -2.9% | -$22.04万 | 减仓 |
| LQD | ISHARES TR | $723.42万 | 0.09% | 66,375 | -19,491 | -22.7% | -$212.43万 | 减仓 |
| GE | GE AEROSPACE | $721.35万 | 0.09% | 25,382 | 4,783 | 23.2% | $135.93万 | 加仓 |
| PEP | PEPSICO INC | $719.01万 | 0.09% | 46,301 | 4,969 | 12.0% | $77.16万 | 加仓 |
| MSTR | STRATEGY INC | $716.15万 | 0.09% | 57,384 | 6,672 | 13.2% | $83.27万 | 加仓 |
| GLW | CORNING INC | $713.74万 | 0.09% | 52,492 | 29,899 | 132.3% | $406.54万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $713.20万 | 0.09% | 77,963 | 1,804 | 2.4% | $16.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $711.38万 | 0.09% | 26,290 | 5,320 | 25.4% | $143.95万 | 加仓 |
| VFH | VANGUARD WORLD FD | $710.84万 | 0.09% | 58,839 | 10,622 | 22.0% | $128.33万 | 加仓 |
| MS | MORGAN STANLEY | $699.43万 | 0.09% | 42,501 | -2,667 | -5.9% | -$43.89万 | 减仓 |
| JBL | JABIL INC | $698.58万 | 0.09% | 26,299 | 24,563 | 1,414.9% | $652.46万 | 加仓 |
| SUB | ISHARES TR | $695.16万 | 0.09% | 65,274 | 50,003 | 327.4% | $532.53万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $694.37万 | 0.09% | 87,595 | 3,801 | 4.5% | $30.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $691.45万 | 0.09% | 22,877 | 2,730 | 13.6% | $82.51万 | 加仓 |
| COWZ | PACER FDS TR | $690.98万 | 0.09% | 110,451 | -4,510 | -3.9% | -$28.21万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $690.27万 | 0.09% | 136,494 | 5,055 | 3.8% | $25.56万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $689.47万 | 0.09% | 107,881 | -3,262 | -2.9% | -$20.85万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $686.72万 | 0.09% | 124,057 | 2,809 | 2.3% | $15.55万 | 加仓 |
| SLQD | ISHARES TR | $683.64万 | 0.09% | 135,401 | -3,109 | -2.2% | -$15.70万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $683.58万 | 0.09% | 72,986 | 69,922 | 2,282.0% | $654.88万 | 重新持有 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $682.56万 | 0.09% | 57,731 | 2,568 | 4.7% | $30.36万 | 加仓 |
| ORCL | ORACLE CORP | $675.70万 | 0.09% | 45,932 | -3,209 | -6.5% | -$47.21万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $674.34万 | 0.09% | 136,589 | 10,173 | 8.0% | $50.22万 | 加仓 |
| LOW | LOWES COS INC | $673.80万 | 0.09% | 28,517 | 2,362 | 9.0% | $55.81万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $669.81万 | 0.09% | 200,721 | 87,656 | 77.5% | $292.51万 | 加仓 |
| USMV | ISHARES TR | $666.43万 | 0.08% | 71,860 | 6,082 | 9.2% | $56.40万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $665.93万 | 0.08% | 148,944 | 148,944 | — | $665.93万 | 新建仓 |
| VST | VISTRA CORP | $664.70万 | 0.08% | 44,216 | 41,581 | 1,578.0% | $625.09万 | 加仓 |
| IWN | ISHARES TR | $659.61万 | 0.08% | 34,791 | -21,706 | -38.4% | -$411.53万 | 减仓 |
| SPGI | S&P GLOBAL INC | $655.84万 | 0.08% | 15,419 | 4,086 | 36.1% | $173.80万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $651.80万 | 0.08% | 10,542 | 313 | 3.1% | $19.35万 | 加仓 |
| MLN | VANECK ETF TRUST | $651.78万 | 0.08% | 373,730 | -99,330 | -21.0% | -$173.23万 | 减仓 |
| MCD | MCDONALDS CORP | $648.75万 | 0.08% | 20,874 | 2,706 | 14.9% | $84.10万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $642.43万 | 0.08% | 89,313 | 25,906 | 40.9% | $186.34万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $642.22万 | 0.08% | 69,145 | 4,728 | 7.3% | $43.91万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $627.91万 | 0.08% | 10,589 | 10,589 | — | $627.91万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $624.17万 | 0.08% | 3,610 | 72 | 2.0% | $12.45万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $618.79万 | 0.08% | 145,085 | 53,158 | 57.8% | $226.72万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $618.47万 | 0.08% | 83,986 | 12,516 | 17.5% | $92.17万 | 加仓 |
| CRM | SALESFORCE INC | $618.06万 | 0.08% | 33,110 | 14,940 | 82.2% | $278.88万 | 加仓 |
| WMB | WILLIAMS COS INC | $617.15万 | 0.08% | 84,797 | -2,823 | -3.2% | -$20.55万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $613.50万 | 0.08% | 35,656 | 3,034 | 9.3% | $52.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $607.96万 | 0.08% | 199,332 | -2,019 | -1.0% | -$6.16万 | 减仓 |
| JNK | SPDR SERIES TRUST | $600.79万 | 0.08% | 62,765 | 62,765 | — | $600.79万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $596.81万 | 0.08% | 181,125 | 159,326 | 730.9% | $524.98万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $594.27万 | 0.08% | 189,078 | 101,121 | 115.0% | $317.82万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $592.86万 | 0.08% | 119,024 | 231 | 0.2% | $1.15万 | 加仓 |
| VGT | VANGUARD WORLD FD | $591.63万 | 0.08% | 8,479 | 140 | 1.7% | $9.77万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $590.79万 | 0.08% | 850,056 | 539 | 0.1% | $3,746 | 加仓 |
| XLSR | SSGA ACTIVE TR | $590.16万 | 0.08% | 102,210 | 765 | 0.8% | $4.42万 | 加仓 |
| ROST | ROSS STORES INC | $586.57万 | 0.07% | 27,077 | 25,628 | 1,768.7% | $555.18万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $585.76万 | 0.07% | 1,148,557 | 81,377 | 7.6% | $41.50万 | 加仓 |
| IUSV | ISHARES TR | $580.56万 | 0.07% | 56,779 | 4,047 | 7.7% | $41.38万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $576.27万 | 0.07% | 193,900 | -100 | -0.1% | -$2,972 | 减仓 |
| — | TRI POINTE HOMES INC | $574.86万 | 0.07% | 123,017 | 123,017 | — | $574.86万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $573.25万 | 0.07% | 24,828 | 24,828 | — | $573.25万 | 新建仓 |
| STIP | ISHARES TR | $573.19万 | 0.07% | 55,418 | 48,047 | 651.8% | $496.95万 | 加仓 |
| AGZ | ISHARES TR | $573.03万 | 0.07% | 52,232 | 52,232 | — | $573.03万 | 新建仓 |
| NLR | VANECK ETF TRUST | $567.50万 | 0.07% | 42,609 | -11,826 | -21.7% | -$157.51万 | 减仓 |
| EOG | EOG RES INC | $562.42万 | 0.07% | 38,903 | 26,196 | 206.2% | $378.72万 | 加仓 |
| — | HONEYWELL INTL INC | $561.24万 | 0.07% | 24,830 | -1,259 | -4.8% | -$28.46万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $560.68万 | 0.07% | 148,171 | -5,004 | -3.3% | -$18.94万 | 减仓 |
| IQLT | ISHARES TR | $557.88万 | 0.07% | 120,674 | 726 | 0.6% | $3.36万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $555.68万 | 0.07% | 56,101 | -11,661 | -17.2% | -$115.50万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $550.96万 | 0.07% | 108,127 | 56,974 | 111.4% | $290.31万 | 加仓 |
| ITA | ISHARES TR | $544.07万 | 0.07% | 24,872 | 1,550 | 6.6% | $33.91万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $542.63万 | 0.07% | 72,671 | -8,194 | -10.1% | -$61.18万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $537.17万 | 0.07% | 32,213 | 1,317 | 4.3% | $21.96万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $536.67万 | 0.07% | 114,144 | -988 | -0.9% | -$4.65万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $529.70万 | 0.07% | 81,531 | -11,675 | -12.5% | -$75.85万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $529.30万 | 0.07% | 87,272 | 15,121 | 21.0% | $91.71万 | 加仓 |
| CB | CHUBB LTD SWITZ | $528.04万 | 0.07% | 16,154 | 31 | 0.2% | $1.01万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $527.80万 | 0.07% | 11,877 | 7,306 | 159.8% | $324.67万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $526.57万 | 0.07% | 216,965 | 43,403 | 25.0% | $105.34万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $523.76万 | 0.07% | 201,448 | 70,859 | 54.3% | $184.23万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $523.59万 | 0.07% | 52,432 | 52,432 | — | $523.59万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $519.10万 | 0.07% | 129,163 | 52,614 | 68.7% | $211.45万 | 加仓 |