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 |
|---|---|---|---|---|---|---|---|---|
| HELO | J P MORGAN EXCHANGE TRADED F | $605.21万 | 0.07% | 89,555 | -18,326 | -17.0% | -$123.85万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $604.77万 | 0.07% | 67,122 | -806 | -1.2% | -$7.26万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $602.83万 | 0.07% | 118,412 | 10,285 | 9.5% | $52.36万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $598.32万 | 0.07% | 166,109 | 16,350 | 10.9% | $58.89万 | 加仓 |
| MCD | MCDONALDS CORP | $596.01万 | 0.07% | 22,049 | 1,175 | 5.6% | $31.76万 | 加仓 |
| IQLT | ISHARES TR | $593.00万 | 0.07% | 119,677 | -997 | -0.8% | -$4.94万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $591.21万 | 0.06% | 125,186 | -3,977 | -3.1% | -$18.78万 | 减仓 |
| STIP | ISHARES TR | $590.04万 | 0.06% | 57,757 | 2,339 | 4.2% | $23.90万 | 加仓 |
| TEM | TEMPUS AI INC | $583.89万 | 0.06% | 100,793 | 6,238 | 6.6% | $36.14万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $580.74万 | 0.06% | 221,825 | 20,377 | 10.1% | $53.35万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $580.32万 | 0.06% | 1,162,973 | 14,416 | 1.3% | $7.19万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $579.81万 | 0.06% | 10,701 | 112 | 1.1% | $6.07万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $579.63万 | 0.06% | 33,262 | -2,394 | -6.7% | -$41.72万 | 减仓 |
| ROST | ROSS STORES INC | $573.25万 | 0.06% | 26,932 | -145 | -0.5% | -$3.09万 | 减仓 |
| CLSK | CLEANSPARK INC | $569.83万 | 0.06% | 391,633 | 21,698 | 5.9% | $31.57万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $568.09万 | 0.06% | 75,786 | 32,730 | 76.0% | $245.34万 | 加仓 |
| AGZ | ISHARES TR | $564.73万 | 0.06% | 51,679 | -553 | -1.1% | -$6.04万 | 减仓 |
| MO | ALTRIA GROUP INC | $559.03万 | 0.06% | 76,585 | 6,468 | 9.2% | $47.21万 | 加仓 |
| IWY | ISHARES TR | $548.25万 | 0.06% | 18,865 | 159 | 0.8% | $4.62万 | 加仓 |
| PAAA | PGIM ETF TR | $548.17万 | 0.06% | 106,496 | 18,597 | 21.2% | $95.73万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $548.10万 | 0.06% | 117,021 | 2,877 | 2.5% | $13.48万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $545.42万 | 0.06% | 185,519 | -5,224 | -2.7% | -$15.36万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $542.45万 | 0.06% | 73,894 | -10,092 | -12.0% | -$74.09万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $540.74万 | 0.06% | 137,001 | 119,979 | 704.8% | $473.56万 | 加仓 |
| NLR | VANECK ETF TRUST | $539.19万 | 0.06% | 46,490 | 3,881 | 9.1% | $45.01万 | 加仓 |
| DXJ | WISDOMTREE TR | $538.76万 | 0.06% | 31,049 | 1,408 | 4.8% | $24.43万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $537.84万 | 0.06% | 222,800 | 5,835 | 2.7% | $14.09万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $536.84万 | 0.06% | 146,040 | -2,131 | -1.4% | -$7.83万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $536.53万 | 0.06% | 146,055 | 12,058 | 9.0% | $44.29万 | 加仓 |
| DE | DEERE & CO | $532.37万 | 0.06% | 8,371 | 39 | 0.5% | $2.48万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $531.34万 | 0.06% | 51,561 | -871 | -1.7% | -$8.98万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $529.13万 | 0.06% | 11,534 | -343 | -2.9% | -$15.74万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $527.95万 | 0.06% | 74,129 | 6,487 | 9.6% | $46.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $527.55万 | 0.06% | 91,557 | 4,285 | 4.9% | $24.69万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $523.59万 | 0.06% | 95,303 | 9,910 | 11.6% | $54.45万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $522.80万 | 0.06% | 104,980 | -2,549 | -2.4% | -$12.69万 | 减仓 |
| IMCB | ISHARES TR | $519.24万 | 0.06% | 53,774 | 4,414 | 8.9% | $42.62万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $518.93万 | 0.06% | 16,942 | 2,748 | 19.4% | $84.17万 | 加仓 |
| COWZ | PACER FDS TR | $517.51万 | 0.06% | 83,201 | -27,250 | -24.7% | -$169.50万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $516.59万 | 0.06% | 76,531 | -5,000 | -6.1% | -$33.75万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $508.88万 | 0.06% | 99,840 | -2,087 | -2.0% | -$10.64万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $508.69万 | 0.06% | 181,351 | 181,351 | — | $508.69万 | 新建仓 |
| EOG | EOG RES INC | $508.37万 | 0.06% | 39,187 | 284 | 0.7% | $3.68万 | 加仓 |
| EMBJ | EMBRAER S.A. | $506.45万 | 0.06% | 79,380 | -5,702 | -6.7% | -$36.38万 | 减仓 |
| FRO | FRONTLINE PLC | $504.63万 | 0.06% | 145,051 | 51 | 0.0% | $1,774 | 加仓 |
| CRM | SALESFORCE INC | $504.33万 | 0.06% | 32,105 | -1,005 | -3.0% | -$15.79万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $502.59万 | 0.06% | 193,900 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $502.58万 | 0.06% | 40,284 | 3,417 | 9.3% | $42.63万 | 加仓 |
| SYK | STRYKER CORPORATION | $502.16万 | 0.06% | 15,905 | 1,015 | 6.8% | $32.05万 | 加仓 |
| — | EA SERIES TRUST | $490.98万 | 0.05% | 126,522 | -2,120 | -1.6% | -$8.23万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $490.85万 | 0.05% | 106,591 | 9,051 | 9.3% | $41.68万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $490.81万 | 0.05% | 72,917 | 246 | 0.3% | $1.66万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $484.57万 | 0.05% | 36,410 | 1,746 | 5.0% | $23.24万 | 加仓 |
| AIQ | GLOBAL X FDS | $482.22万 | 0.05% | 73,497 | -407,598 | -84.7% | -$2,674.28万 | 减仓 |
| DIS | DISNEY WALT CO | $479.81万 | 0.05% | 49,465 | 4,383 | 9.7% | $42.52万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $471.61万 | 0.05% | 9,602 | 869 | 10.0% | $42.68万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $469.98万 | 0.05% | 215,192 | -7,740 | -3.5% | -$16.90万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $469.75万 | 0.05% | 27,493 | 27,493 | — | $469.75万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $468.76万 | 0.05% | 96,334 | 5,759 | 6.4% | $28.02万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $467.63万 | 0.05% | 18,828 | 257 | 1.4% | $6.38万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $465.41万 | 0.05% | 51,290 | 1,287 | 2.6% | $11.68万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $464.44万 | 0.05% | 12,937 | 336 | 2.7% | $12.06万 | 加仓 |
| DGRW | WISDOMTREE TR | $463.67万 | 0.05% | 48,491 | -525 | -1.1% | -$5.02万 | 减仓 |
| PFE | PFIZER INC | $462.85万 | 0.05% | 192,213 | 23,510 | 13.9% | $56.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $460.99万 | 0.05% | 118,843 | -1,821 | -1.5% | -$7.06万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $460.54万 | 0.05% | 79,857 | 5,843 | 7.9% | $33.70万 | 加仓 |
| H | HYATT HOTELS CORP | $458.51万 | 0.05% | 23,654 | 23,654 | — | $458.51万 | 新建仓 |
| KKR | KKR & CO INC | $457.81万 | 0.05% | 49,881 | -1,528 | -3.0% | -$14.02万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $456.58万 | 0.05% | 122,538 | -5,382 | -4.2% | -$20.05万 | 减仓 |
| EMR | EMERSON ELEC CO | $454.64万 | 0.05% | 31,760 | 2,644 | 9.1% | $37.85万 | 加仓 |
| OEF | ISHARES TR | $453.54万 | 0.05% | 12,396 | 1,298 | 11.7% | $47.49万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $451.22万 | 0.05% | 66,787 | 1,993 | 3.1% | $13.46万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $449.22万 | 0.05% | 71,555 | 8,172 | 12.9% | $51.30万 | 加仓 |
| AZN | ASTRAZENECA PLC | $449.10万 | 0.05% | 23,684 | 4,955 | 26.5% | $93.96万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $448.27万 | 0.05% | 228,533 | 4,157 | 1.9% | $8.15万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $448.13万 | 0.05% | 78,940 | 213 | 0.3% | $1.21万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $447.84万 | 0.05% | 106,097 | 106,097 | — | $447.84万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $441.96万 | 0.05% | 126,244 | -3,099 | -2.4% | -$10.85万 | 减仓 |
| WM | WASTE MGMT INC DEL | $441.54万 | 0.05% | 19,811 | -866 | -4.2% | -$19.30万 | 减仓 |
| PCG | PG&E CORP | $439.63万 | 0.05% | 260,601 | 260,601 | — | $439.63万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $439.37万 | 0.05% | 86,883 | -12,947 | -13.0% | -$65.47万 | 减仓 |
| LIN | LINDE PLC | $439.22万 | 0.05% | 8,464 | 55 | 0.7% | $2.85万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $438.22万 | 0.05% | 106,056 | 75,671 | 249.0% | $312.67万 | 加仓 |
| TOL | TOLL BROTHERS INC | $437.17万 | 0.05% | 26,535 | 23,863 | 893.1% | $393.15万 | 加仓 |
| QLD | PROSHARES TR | $436.55万 | 0.05% | 45,117 | 45,117 | — | $436.55万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $432.80万 | 0.05% | 109,376 | -2,300 | -2.1% | -$9.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $431.25万 | 0.05% | 97,216 | -1,717 | -1.7% | -$7.62万 | 减仓 |
| MCK | MCKESSON CORP | $429.46万 | 0.05% | 5,678 | 75 | 1.3% | $5.67万 | 加仓 |
| — | STRATEGY SHS | $426.13万 | 0.05% | 186,552 | -7,734 | -4.0% | -$17.67万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $425.10万 | 0.05% | 395,445 | 75,559 | 23.6% | $81.23万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $414.91万 | 0.05% | 141,462 | 11,670 | 9.0% | $34.23万 | 加仓 |
| COWG | PACER FDS TR | $414.79万 | 0.05% | 103,319 | 50,931 | 97.2% | $204.47万 | 加仓 |
| ADI | ANALOG DEVICES INC | $414.74万 | 0.05% | 10,442 | 1,248 | 13.6% | $49.57万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $414.63万 | 0.05% | 138,072 | 88,658 | 179.4% | $266.24万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $413.88万 | 0.05% | 94,579 | 277 | 0.3% | $1.21万 | 加仓 |
| SNOW | SNOWFLAKE INC | $413.61万 | 0.05% | 16,252 | -871 | -5.1% | -$22.17万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $410.81万 | 0.05% | 65,322 | 8,373 | 14.7% | $52.66万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $408.57万 | 0.04% | 16,594 | -13 | -0.1% | -$3,201 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $407.78万 | 0.04% | 39,506 | 467 | 1.2% | $4.82万 | 加仓 |
| C | CITIGROUP INC | $407.58万 | 0.04% | 29,121 | 1,272 | 4.6% | $17.80万 | 加仓 |