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 |
|---|---|---|---|---|---|---|---|---|
| CEG | CONSTELLATION ENERGY CORP | $518.61万 | 0.07% | 18,571 | -70 | -0.4% | -$1.95万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $517.14万 | 0.07% | 66,831 | 511 | 0.8% | $3.95万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $515.93万 | 0.07% | 107,529 | 8,355 | 8.4% | $40.09万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $515.83万 | 0.07% | 111,676 | -2,723 | -2.4% | -$12.58万 | 减仓 |
| SLV | ISHARES SILVER TR | $513.98万 | 0.07% | 75,430 | 850 | 1.1% | $5.79万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $513.39万 | 0.07% | 50,003 | -5,949 | -10.6% | -$61.08万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $510.90万 | 0.07% | 215,989 | 1,600 | 0.7% | $3.78万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $510.75万 | 0.07% | 67,928 | 2,849 | 4.4% | $21.42万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $509.79万 | 0.06% | 216,655 | 174,882 | 418.6% | $411.50万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $509.55万 | 0.06% | 217,799 | 1,356 | 0.6% | $3.17万 | 加仓 |
| FRO | FRONTLINE PLC | $505.47万 | 0.06% | 145,000 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $505.24万 | 0.06% | 99,830 | 53,959 | 117.6% | $273.09万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $504.89万 | 0.06% | 213,709 | 1,690 | 0.8% | $3.99万 | 加仓 |
| EMBJ | EMBRAER S.A. | $504.88万 | 0.06% | 85,082 | 85,082 | — | $504.88万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $501.91万 | 0.06% | 51,946 | 45,129 | 662.0% | $436.04万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $501.37万 | 0.06% | 222,932 | 2,986 | 1.4% | $6.72万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $497.93万 | 0.06% | 24,795 | 22,304 | 895.4% | $447.91万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $496.75万 | 0.06% | 149,759 | 53,825 | 56.1% | $178.54万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $490.81万 | 0.06% | 96,884 | -2,544 | -2.6% | -$12.89万 | 减仓 |
| SYK | STRYKER CORPORATION | $490.57万 | 0.06% | 14,890 | -481 | -3.1% | -$15.85万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $487.45万 | 0.06% | 127,406 | 73,297 | 135.5% | $280.43万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $487.35万 | 0.06% | 190,743 | 7,284 | 4.0% | $18.61万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $486.06万 | 0.06% | 151,170 | 151,170 | — | $486.06万 | 新建仓 |
| MCK | MCKESSON CORP | $485.33万 | 0.06% | 5,603 | 3,874 | 224.1% | $335.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $482.32万 | 0.06% | 32,898 | -8,947 | -21.4% | -$131.17万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $481.49万 | 0.06% | 78,521 | 11,897 | 17.9% | $72.95万 | 加仓 |
| TIP | ISHARES TR | $475.72万 | 0.06% | 43,106 | 8,594 | 24.9% | $94.84万 | 加仓 |
| KKR | KKR & CO INC | $475.53万 | 0.06% | 51,409 | 567 | 1.1% | $5.24万 | 加仓 |
| WM | WASTE MGMT INC DEL | $475.15万 | 0.06% | 20,677 | 10,016 | 93.9% | $230.16万 | 加仓 |
| PFE | PFIZER INC | $473.72万 | 0.06% | 168,703 | 27,596 | 19.6% | $77.49万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $470.83万 | 0.06% | 34,664 | 29,163 | 530.1% | $396.11万 | 加仓 |
| DE | DEERE & CO | $470.67万 | 0.06% | 8,332 | 25 | 0.3% | $1.41万 | 加仓 |
| MO | ALTRIA GROUP INC | $470.12万 | 0.06% | 70,117 | 7,374 | 11.8% | $49.44万 | 加仓 |
| DXJ | WISDOMTREE TR | $470.05万 | 0.06% | 29,641 | 4,290 | 16.9% | $68.03万 | 加仓 |
| IWY | ISHARES TR | $465.49万 | 0.06% | 18,706 | 2,138 | 12.9% | $53.20万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $460.12万 | 0.06% | 90,575 | 217 | 0.2% | $1.10万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $455.51万 | 0.06% | 101,927 | 11,093 | 12.2% | $49.57万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $454.50万 | 0.06% | 127,920 | 127,920 | — | $454.50万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $452.24万 | 0.06% | 96,840 | 96,840 | — | $452.24万 | 新建仓 |
| PAAA | PGIM ETF TR | $451.63万 | 0.06% | 87,899 | -7,670 | -8.0% | -$39.41万 | 减仓 |
| KLAC | KLA CORP | $449.56万 | 0.06% | 3,053 | 2,474 | 427.3% | $364.30万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $449.37万 | 0.06% | 97,540 | 15,869 | 19.4% | $73.11万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $448.05万 | 0.06% | 32,149 | 1,777 | 5.9% | $24.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $445.39万 | 0.06% | 9,662 | -4,762 | -33.0% | -$219.51万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $443.95万 | 0.06% | 133,997 | 19,133 | 16.7% | $63.39万 | 加仓 |
| QCOM | QUALCOMM INC | $442.71万 | 0.06% | 34,377 | 2,225 | 6.9% | $28.65万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $441.50万 | 0.06% | 67,642 | 64,635 | 2,149.5% | $421.87万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $440.34万 | 0.06% | 224,376 | 1,040 | 0.5% | $2.04万 | 加仓 |
| APH | AMPHENOL CORP | $439.09万 | 0.06% | 34,684 | -4,932 | -12.4% | -$62.44万 | 减仓 |
| DIS | DISNEY WALT CO | $434.50万 | 0.06% | 45,082 | 3,008 | 7.1% | $28.99万 | 加仓 |
| DGRW | WISDOMTREE TR | $430.56万 | 0.05% | 49,016 | 5,803 | 13.4% | $50.97万 | 加仓 |
| — | EA SERIES TRUST | $429.15万 | 0.05% | 128,642 | -1,307 | -1.0% | -$4.36万 | 减仓 |
| TTE | TOTALENERGIES SE | $428.50万 | 0.05% | 47,099 | 41,475 | 737.5% | $377.34万 | 加仓 |
| TEM | TEMPUS AI INC | $427.58万 | 0.05% | 94,555 | 3,936 | 4.3% | $17.80万 | 加仓 |
| — | STRATEGY SHS | $424.32万 | 0.05% | 194,286 | 20,778 | 12.0% | $45.38万 | 加仓 |
| EQT | EQT CORP | $422.81万 | 0.05% | 66,438 | -466 | -0.7% | -$2.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $422.81万 | 0.05% | 120,664 | 120,664 | — | $422.81万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $422.77万 | 0.05% | 14,899 | 78 | 0.5% | $2.21万 | 加仓 |
| SHLD | GLOBAL X FDS | $421.95万 | 0.05% | 59,564 | 51,033 | 598.2% | $361.52万 | 加仓 |
| FTNT | FORTINET INC | $421.10万 | 0.05% | 51,529 | 46,671 | 960.7% | $381.40万 | 加仓 |
| LIN | LINDE PLC | $416.86万 | 0.05% | 8,409 | -345 | -3.9% | -$17.10万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $412.61万 | 0.05% | 118,319 | 3,481 | 3.0% | $12.14万 | 加仓 |
| BLK | BLACKROCK INC | $412.02万 | 0.05% | 4,284 | -874 | -16.9% | -$84.06万 | 减仓 |
| IMCB | ISHARES TR | $411.81万 | 0.05% | 49,360 | 4,482 | 10.0% | $37.39万 | 加仓 |
| ICSH | ISHARES TR | $411.37万 | 0.05% | 81,266 | -113,936 | -58.4% | -$576.74万 | 减仓 |
| — | SEABRIDGE GOLD INC | $411.11万 | 0.05% | 145,062 | -14,990 | -9.4% | -$42.48万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $409.11万 | 0.05% | 319,886 | 319,886 | — | $409.11万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $407.27万 | 0.05% | 36,867 | 5,368 | 17.0% | $59.30万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $406.48万 | 0.05% | 69,436 | 55,973 | 415.8% | $327.66万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $405.99万 | 0.05% | 110,294 | 12,149 | 12.4% | $44.72万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $403.46万 | 0.05% | 59,710 | 59,710 | — | $403.46万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $402.53万 | 0.05% | 162,375 | 17,087 | 11.8% | $42.36万 | 加仓 |
| XBI | SPDR SERIES TRUST | $402.48万 | 0.05% | 31,510 | 2,913 | 10.2% | $37.21万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $393.77万 | 0.05% | 63,383 | 27,836 | 78.3% | $172.93万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $388.24万 | 0.05% | 94,302 | 1 | 0.0% | $41 | 加仓 |
| COIN | COINBASE GLOBAL INC | $386.83万 | 0.05% | 22,154 | -693 | -3.0% | -$12.10万 | 减仓 |
| — | COTERRA ENERGY INC | $385.84万 | 0.05% | 109,802 | 109,802 | — | $385.84万 | 新建仓 |
| SOXX | ISHARES TR | $384.76万 | 0.05% | 11,707 | 1,602 | 15.9% | $52.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $384.45万 | 0.05% | 98,933 | 79,946 | 421.1% | $310.67万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $383.71万 | 0.05% | 64,794 | 54,092 | 505.4% | $320.33万 | 加仓 |
| COP | CONOCOPHILLIPS | $382.36万 | 0.05% | 28,966 | 319 | 1.1% | $4.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $381.55万 | 0.05% | 14,106 | 12,600 | 836.7% | $340.81万 | 加仓 |
| EMR | EMERSON ELEC CO | $381.48万 | 0.05% | 29,116 | 951 | 3.4% | $12.46万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $381.43万 | 0.05% | 129,343 | 129,343 | — | $381.43万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $381.32万 | 0.05% | 82,181 | 82,181 | — | $381.32万 | 新建仓 |
| MOS | MOSAIC CO | $380.35万 | 0.05% | 149,157 | -5,551 | -3.6% | -$14.16万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $379.62万 | 0.05% | 84,812 | 0 | 0.0% | — | 不变 |
| EVSM | MORGAN STANLEY ETF TRUST | $379.14万 | 0.05% | 75,351 | 9,100 | 13.7% | $45.79万 | 加仓 |
| GEL | GENESIS ENERGY L P | $375.32万 | 0.05% | 210,497 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $374.57万 | 0.05% | 74,407 | 23,808 | 47.1% | $119.85万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $372.78万 | 0.05% | 79,180 | 13,736 | 21.0% | $64.67万 | 加仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $372.62万 | 0.05% | 78,380 | -1,940 | -2.4% | -$9.22万 | 减仓 |
| — | MFS GOVT MKTS INCOME TR | $371.37万 | 0.05% | 1,263,163 | -99,073 | -7.3% | -$29.13万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $369.66万 | 0.05% | 4,129 | -160 | -3.7% | -$14.32万 | 减仓 |
| AZN | ASTRAZENECA PLC | $369.38万 | 0.05% | 18,729 | 18,729 | — | $369.38万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $368.92万 | 0.05% | 39,089 | 20,029 | 105.1% | $189.03万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $368.87万 | 0.05% | 78,727 | 78,727 | — | $368.87万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $365.28万 | 0.05% | 14,194 | 12,980 | 1,069.2% | $334.03万 | 加仓 |
| CORP | PIMCO ETF TR | $364.98万 | 0.05% | 37,705 | 9,486 | 33.6% | $91.82万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $363.93万 | 0.05% | 8,733 | 1,863 | 27.1% | $77.64万 | 加仓 |