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 |
|---|---|---|---|---|---|---|---|---|
| IWR | ISHARES TR | $922.55万 | 0.10% | 83,625 | -3,213 | -3.7% | -$35.45万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $912.10万 | 0.10% | 24,941 | 2,064 | 9.0% | $75.48万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $897.11万 | 0.10% | 500,342 | -71,330 | -12.5% | -$127.89万 | 减仓 |
| SO | SOUTHERN CO | $894.20万 | 0.10% | 93,428 | 7,416 | 8.6% | $70.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $894.04万 | 0.10% | 17,407 | -1,550 | -8.2% | -$79.61万 | 减仓 |
| NOBL | PROSHARES TR | $889.44万 | 0.10% | 158,376 | 11,112 | 7.5% | $62.40万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $887.33万 | 0.10% | 334,843 | 9,953 | 3.1% | $26.38万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $884.54万 | 0.10% | 76,997 | 4,011 | 5.5% | $46.08万 | 加仓 |
| RTX | RTX CORPORATION | $882.42万 | 0.10% | 46,509 | 3,616 | 8.4% | $68.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $881.39万 | 0.10% | 178,321 | 33,236 | 22.9% | $164.28万 | 加仓 |
| SOXX | ISHARES TR | $876.66万 | 0.10% | 13,682 | 1,975 | 16.9% | $126.55万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $867.22万 | 0.10% | 61,119 | 48,488 | 383.9% | $688.00万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $865.71万 | 0.09% | 320,040 | -109 | -0.0% | -$2,948 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $862.07万 | 0.09% | 189,165 | 189,165 | — | $862.07万 | 新建仓 |
| IWN | ISHARES TR | $854.92万 | 0.09% | 38,649 | 3,858 | 11.1% | $85.34万 | 加仓 |
| KLAC | KLA CORP | $853.26万 | 0.09% | 28,281 | -2,249 | -7.4% | -$67.85万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $851.39万 | 0.09% | 293,988 | -3,031 | -1.0% | -$8.78万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $847.90万 | 0.09% | 79,757 | 1,519 | 1.9% | $16.15万 | 加仓 |
| IEF | ISHARES TR | $847.44万 | 0.09% | 89,610 | -1,615 | -1.8% | -$15.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $832.43万 | 0.09% | 27,927 | -10,266 | -26.9% | -$306.00万 | 减仓 |
| VFH | VANGUARD WORLD FD | $831.46万 | 0.09% | 63,181 | 4,342 | 7.4% | $57.14万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $828.14万 | 0.09% | 83,820 | 5,857 | 7.5% | $57.87万 | 加仓 |
| BX | BLACKSTONE INC | $827.61万 | 0.09% | 70,333 | 2,625 | 3.9% | $30.89万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $825.44万 | 0.09% | 163,196 | -588 | -0.4% | -$2.97万 | 减仓 |
| CDL | VICTORY PORTFOLIOS II | $825.23万 | 0.09% | 106,380 | 7,841 | 8.0% | $60.83万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $823.84万 | 0.09% | 290,188 | 21,678 | 8.1% | $61.54万 | 加仓 |
| TJX | TJX COS INC NEW | $823.44万 | 0.09% | 54,352 | -1,428 | -2.6% | -$21.63万 | 减仓 |
| IJJ | ISHARES TR | $819.87万 | 0.09% | 55,498 | -1,227 | -2.2% | -$18.13万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $811.26万 | 0.09% | 398,361 | 7,136 | 1.8% | $14.53万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $807.20万 | 0.09% | 151,986 | -50 | -0.0% | -$2,656 | 减仓 |
| T | AT&T INC | $804.15万 | 0.09% | 388,479 | 56,942 | 17.2% | $117.87万 | 加仓 |
| FTNT | FORTINET INC | $799.70万 | 0.09% | 52,057 | 528 | 1.0% | $8.11万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $799.11万 | 0.09% | 167,958 | -9,458 | -5.3% | -$45.00万 | 减仓 |
| EEM | ISHARES TR | $790.12万 | 0.09% | 115,498 | 109,067 | 1,696.0% | $746.13万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $788.46万 | 0.09% | 57,632 | 679 | 1.2% | $9.29万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $787.40万 | 0.09% | 465,415 | 6,613 | 1.4% | $11.19万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $784.07万 | 0.09% | 11,121 | 579 | 5.5% | $40.82万 | 加仓 |
| IUSV | ISHARES TR | $784.05万 | 0.09% | 71,180 | 14,401 | 25.4% | $158.63万 | 加仓 |
| GIGL | GOLDMAN SACHS ETF TR | $780.14万 | 0.09% | 154,189 | 154,189 | — | $780.14万 | 新建仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $779.42万 | 0.09% | 59,878 | 2,147 | 3.7% | $27.95万 | 加仓 |
| MSTR | STRATEGY INC | $774.89万 | 0.08% | 89,140 | 31,756 | 55.3% | $276.05万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $772.42万 | 0.08% | 271,978 | 55,323 | 25.5% | $157.12万 | 加仓 |
| CHAT | TIDAL TRUST II | $771.31万 | 0.08% | 78,162 | 24,701 | 46.2% | $243.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $765.35万 | 0.08% | 99,785 | -75,582 | -43.1% | -$579.71万 | 减仓 |
| LQD | ISHARES TR | $765.06万 | 0.08% | 70,144 | 3,769 | 5.7% | $41.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $761.67万 | 0.08% | 179,895 | 10,951 | 6.5% | $46.37万 | 加仓 |
| IBB | ISHARES TR | $755.21万 | 0.08% | 39,708 | -8,460 | -17.6% | -$160.90万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $754.87万 | 0.08% | 148,158 | 65,977 | 80.3% | $336.15万 | 加仓 |
| ORCL | ORACLE CORP | $753.60万 | 0.08% | 51,423 | 5,491 | 12.0% | $80.47万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $752.97万 | 0.08% | 104,348 | 15,035 | 16.8% | $108.49万 | 加仓 |
| USMV | ISHARES TR | $746.49万 | 0.08% | 77,388 | 5,528 | 7.7% | $53.32万 | 加仓 |
| DNN | DENISON MINES CORP | $728.43万 | 0.08% | 2,380,497 | 250 | 0.0% | $765 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $727.30万 | 0.08% | 92,028 | 4,433 | 5.1% | $35.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $727.22万 | 0.08% | 218,450 | 10,647 | 5.1% | $35.44万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $725.95万 | 0.08% | 265,625 | -78,197 | -22.7% | -$213.71万 | 减仓 |
| BIL | SPDR SERIES TRUST | $722.82万 | 0.08% | 78,876 | -37,581 | -32.3% | -$344.39万 | 减仓 |
| QCOM | QUALCOMM INC | $719.76万 | 0.08% | 38,950 | 4,573 | 13.3% | $84.50万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $719.66万 | 0.08% | 110,956 | 8,746 | 8.6% | $56.73万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $718.01万 | 0.08% | 214,781 | 201,321 | 1,495.7% | $673.02万 | 重新持有 |
| VGLT | VANGUARD SCOTTSDALE FDS | $713.92万 | 0.08% | 129,380 | 5,323 | 4.3% | $29.37万 | 加仓 |
| XBI | SPDR SERIES TRUST | $711.47万 | 0.08% | 44,958 | 13,448 | 42.7% | $212.82万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $707.26万 | 0.08% | 131,926 | -4,663 | -3.4% | -$25.00万 | 减仓 |
| AMGN | AMGEN INC | $703.62万 | 0.08% | 19,430 | -1,301 | -6.3% | -$47.11万 | 减仓 |
| SUB | ISHARES TR | $700.45万 | 0.08% | 65,788 | 514 | 0.8% | $5.47万 | 加仓 |
| GDX | VANECK ETF TRUST | $698.75万 | 0.08% | 92,610 | 3,109 | 3.5% | $23.46万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $688.48万 | 0.08% | 43,394 | 10,496 | 31.9% | $166.53万 | 加仓 |
| APH | AMPHENOL CORP | $674.00万 | 0.07% | 38,172 | 3,488 | 10.1% | $61.59万 | 加仓 |
| SNDK | SANDISK CORP | $672.86万 | 0.07% | 2,959 | 2,959 | — | $672.86万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $668.24万 | 0.07% | 191,967 | -7,365 | -3.7% | -$25.64万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $664.17万 | 0.07% | 131,104 | -25,447 | -16.3% | -$128.91万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $663.34万 | 0.07% | 241,477 | -34,299 | -12.4% | -$94.22万 | 减仓 |
| SLQD | ISHARES TR | $662.29万 | 0.07% | 131,484 | -3,917 | -2.9% | -$19.73万 | 减仓 |
| LOW | LOWES COS INC | $661.76万 | 0.07% | 30,013 | 1,496 | 5.2% | $32.99万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $657.73万 | 0.07% | 132,127 | 13,103 | 11.0% | $65.23万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $657.49万 | 0.07% | 856,105 | 6,049 | 0.7% | $4.65万 | 加仓 |
| SPGI | S&P GLOBAL INC | $655.18万 | 0.07% | 16,087 | 668 | 4.3% | $27.21万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $654.05万 | 0.07% | 613,558 | 143 | 0.0% | $1,524 | 加仓 |
| ITA | ISHARES TR | $651.76万 | 0.07% | 26,886 | 2,014 | 8.1% | $48.82万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $649.17万 | 0.07% | 207,404 | 18,326 | 9.7% | $57.36万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $647.05万 | 0.07% | 127,660 | -8,834 | -6.5% | -$44.78万 | 减仓 |
| DAL | DELTA AIR LINES INC | $643.67万 | 0.07% | 68,725 | 25,273 | 58.2% | $236.71万 | 加仓 |
| PEP | PEPSICO INC | $641.39万 | 0.07% | 47,370 | 1,069 | 2.3% | $14.47万 | 加仓 |
| MELI | MERCADOLIBRE INC | $639.63万 | 0.07% | 3,768 | 158 | 4.4% | $26.82万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $638.73万 | 0.07% | 34,008 | -5,081 | -13.0% | -$95.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $638.45万 | 0.07% | 35,006 | 2,793 | 8.7% | $50.94万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $632.79万 | 0.07% | 69,393 | -25,041 | -26.5% | -$228.35万 | 减仓 |
| SIL | GLOBAL X FDS | $632.32万 | 0.07% | 81,626 | -1 | -0.0% | -$77 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $628.74万 | 0.07% | 454,618 | -61,895 | -12.0% | -$85.60万 | 减仓 |
| ALAB | ASTERA LABS INC | $627.00万 | 0.07% | 12,981 | 2,454 | 23.3% | $118.53万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $625.79万 | 0.07% | 71,299 | 2,154 | 3.1% | $18.91万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $625.73万 | 0.07% | 184,039 | 159,201 | 641.0% | $541.28万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $624.33万 | 0.07% | 24,399 | -429 | -1.7% | -$10.98万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $622.54万 | 0.07% | 31,031 | -29,895 | -49.1% | -$599.75万 | 减仓 |
| IWP | ISHARES TR | $621.29万 | 0.07% | 42,435 | -41,289 | -49.3% | -$604.51万 | 减仓 |
| WMB | WILLIAMS COS INC | $620.74万 | 0.07% | 83,500 | -1,297 | -1.5% | -$9.64万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $618.14万 | 0.07% | 248,448 | 194,615 | 361.5% | $484.20万 | 加仓 |
| JNK | SPDR SERIES TRUST | $615.40万 | 0.07% | 63,858 | 1,093 | 1.7% | $10.53万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $608.06万 | 0.07% | 166,136 | 14,966 | 9.9% | $54.78万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $606.36万 | 0.07% | 50,899 | -1,047 | -2.0% | -$12.47万 | 减仓 |
| NTR | NUTRIEN LTD | $605.66万 | 0.07% | 95,379 | -144 | -0.2% | -$9,144 | 减仓 |