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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $363.66万 | 0.05% | 39,396 | -4,565 | -10.4% | -$42.14万 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP | $362.73万 | 0.05% | 527,991 | 54,941 | 11.6% | $37.74万 | 加仓 |
| CALF | PACER FDS TR | $362.32万 | 0.05% | 80,749 | -7,964 | -9.0% | -$35.73万 | 减仓 |
| B | BARRICK MNG CORP | $360.37万 | 0.05% | 88,347 | 14,676 | 19.9% | $59.86万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $358.80万 | 0.05% | 54,273 | -396 | -0.7% | -$2.62万 | 减仓 |
| EFV | ISHARES TR | $357.76万 | 0.05% | 48,119 | 41,318 | 607.5% | $307.20万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $357.63万 | 0.05% | 74,014 | 51,377 | 227.0% | $248.25万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $356.96万 | 0.05% | 50,849 | 1,439 | 2.9% | $10.10万 | 加仓 |
| TMUS | T-MOBILE US INC | $356.82万 | 0.05% | 16,989 | 11,559 | 212.9% | $242.77万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $355.98万 | 0.05% | 37,879 | -255 | -0.7% | -$2.40万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $353.69万 | 0.05% | 32,454 | 23,058 | 245.4% | $251.29万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $353.11万 | 0.04% | 5,176 | 2,471 | 91.3% | $168.57万 | 加仓 |
| OEF | ISHARES TR | $353.00万 | 0.04% | 11,098 | 1,379 | 14.2% | $43.86万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $350.40万 | 0.04% | 156,009 | -16,016 | -9.3% | -$35.97万 | 减仓 |
| — | ETF SER SOLUTIONS | $350.04万 | 0.04% | 34,976 | 34,976 | — | $350.04万 | 新建仓 |
| CIEN | CIENA CORP | $349.76万 | 0.04% | 9,009 | 2,025 | 29.0% | $78.62万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $348.62万 | 0.04% | 35,436 | 1,052 | 3.1% | $10.35万 | 加仓 |
| NOW | SERVICENOW INC | $347.85万 | 0.04% | 33,271 | 21,010 | 171.4% | $219.66万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $343.56万 | 0.04% | 16,772 | -1,311 | -7.2% | -$26.85万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $342.39万 | 0.04% | 55,154 | -1,721 | -3.0% | -$10.68万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $341.82万 | 0.04% | 101,219 | 128 | 0.1% | $4,323 | 加仓 |
| VXF | VANGUARD INDEX FDS | $341.78万 | 0.04% | 16,607 | 498 | 3.1% | $10.25万 | 加仓 |
| PFF | ISHARES TR | $338.70万 | 0.04% | 111,710 | 265 | 0.2% | $8,035 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $338.00万 | 0.04% | 93,319 | 93,319 | — | $338.00万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $337.59万 | 0.04% | 4,638 | -702 | -13.1% | -$51.10万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $336.62万 | 0.04% | 5,570 | 369 | 7.1% | $22.30万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $334.75万 | 0.04% | 56,949 | 1,466 | 2.6% | $8.62万 | 加仓 |
| UNP | UNION PAC CORP | $334.06万 | 0.04% | 13,769 | 117 | 0.9% | $2.84万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $331.48万 | 0.04% | 39,039 | 6,373 | 19.5% | $54.11万 | 加仓 |
| CHAT | TIDAL TRUST II | $330.66万 | 0.04% | 53,461 | -1,362 | -2.5% | -$8.42万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $328.45万 | 0.04% | 9,282 | 3,333 | 56.0% | $117.94万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $326.65万 | 0.04% | 16,093 | 243 | 1.5% | $4.93万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $326.23万 | 0.04% | 146,029 | -3,610 | -2.4% | -$8.06万 | 减仓 |
| CTAS | CINTAS CORP | $326.14万 | 0.04% | 19,282 | 2,658 | 16.0% | $44.96万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $323.03万 | 0.04% | 47,491 | 32,915 | 225.8% | $223.89万 | 重新持有 |
| VV | VANGUARD INDEX FDS | $322.69万 | 0.04% | 10,798 | 2,286 | 26.9% | $68.31万 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $318.35万 | 0.04% | 124,597 | 17,675 | 16.5% | $45.16万 | 加仓 |
| IMTB | ISHARES TR | $318.14万 | 0.04% | 72,601 | 11,231 | 18.3% | $49.21万 | 加仓 |
| SHOP | SHOPIFY INC | $317.82万 | 0.04% | 26,793 | -2,767 | -9.4% | -$32.82万 | 减仓 |
| IDEV | ISHARES TR | $316.05万 | 0.04% | 37,819 | -403 | -1.1% | -$3.37万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $315.84万 | 0.04% | 12,601 | 48 | 0.4% | $1.20万 | 加仓 |
| C | CITIGROUP INC | $315.83万 | 0.04% | 27,849 | -1,502 | -5.1% | -$17.03万 | 减仓 |
| ACWI | ISHARES TR | $315.66万 | 0.04% | 22,813 | 1,130 | 5.2% | $15.64万 | 加仓 |
| CLSK | CLEANSPARK INC | $314.81万 | 0.04% | 369,935 | 53,849 | 17.0% | $45.83万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $312.69万 | 0.04% | 69,410 | -16,336 | -19.1% | -$73.59万 | 减仓 |
| IBMR | ISHARES TR | $311.12万 | 0.04% | 122,731 | -30,807 | -20.1% | -$78.10万 | 减仓 |
| SQQQ | PROSHARES TR | $309.33万 | 0.04% | 38,431 | 38,431 | — | $309.33万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $307.48万 | 0.04% | 27,736 | 1,904 | 7.4% | $21.11万 | 加仓 |
| ETN | EATON CORP PLC | $306.88万 | 0.04% | 8,580 | -73 | -0.8% | -$2.61万 | 减仓 |
| DBJP | DBX ETF TR | $305.66万 | 0.04% | 30,257 | 1,416 | 4.9% | $14.30万 | 加仓 |
| BUG | GLOBAL X FDS | $305.23万 | 0.04% | 121,557 | 7,729 | 6.8% | $19.41万 | 加仓 |
| INTC | INTEL CORP | $304.02万 | 0.04% | 68,892 | -51,023 | -42.5% | -$225.16万 | 减仓 |
| APP | APPLOVIN CORP | $303.91万 | 0.04% | 7,636 | 5,538 | 264.0% | $220.41万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $303.51万 | 0.04% | 9,468 | -1,620 | -14.6% | -$51.93万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $302.85万 | 0.04% | 39,265 | 35,682 | 995.9% | $275.22万 | 加仓 |
| REZ | ISHARES TR | $302.84万 | 0.04% | 36,395 | 32,040 | 735.7% | $266.60万 | 加仓 |
| VPU | VANGUARD WORLD FD | $302.84万 | 0.04% | 15,284 | 2,317 | 17.9% | $45.91万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $301.09万 | 0.04% | 10,130 | -416 | -3.9% | -$12.36万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $298.45万 | 0.04% | 108,684 | -4,174 | -3.7% | -$11.46万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $295.54万 | 0.04% | 129,792 | 13,034 | 11.2% | $29.68万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $295.28万 | 0.04% | 39,519 | 39,519 | — | $295.28万 | 新建仓 |
| NDSN | NORDSON CORP | $294.92万 | 0.04% | 11,051 | -2,091 | -15.9% | -$55.80万 | 减仓 |
| OKE | ONEOK INC NEW | $294.63万 | 0.04% | 32,596 | 1,998 | 6.5% | $18.06万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $294.55万 | 0.04% | 101,289 | 698 | 0.7% | $2.03万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $294.14万 | 0.04% | 64,181 | 64,181 | — | $294.14万 | 新建仓 |
| MAS | MASCO CORP | $293.76万 | 0.04% | 48,660 | 48,660 | — | $293.76万 | 新建仓 |
| URA | GLOBAL X FDS | $293.50万 | 0.04% | 60,604 | 4,423 | 7.9% | $21.42万 | 加仓 |
| ADI | ANALOG DEVICES INC | $292.50万 | 0.04% | 9,194 | 188 | 2.1% | $5.98万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $291.06万 | 0.04% | 15,604 | 11,928 | 324.5% | $222.49万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $288.99万 | 0.04% | 43,056 | 19,138 | 80.0% | $128.45万 | 加仓 |
| DAL | DELTA AIR LINES INC | $288.87万 | 0.04% | 43,452 | 1,006 | 2.4% | $6.69万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $288.72万 | 0.04% | 940,455 | 37,063 | 4.1% | $11.38万 | 加仓 |
| COPX | GLOBAL X FDS | $288.37万 | 0.04% | 37,769 | 147 | 0.4% | $1.12万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $284.46万 | 0.04% | 115,048 | -108,903 | -48.6% | -$269.26万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $283.67万 | 0.04% | 85,393 | -4,733 | -5.3% | -$15.72万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $283.42万 | 0.04% | 302,804 | 122 | 0.0% | $1,142 | 加仓 |
| BMI | BADGER METER INC | $282.69万 | 0.04% | 18,555 | 5,517 | 42.3% | $84.05万 | 加仓 |
| ADBE | ADOBE INC | $282.21万 | 0.04% | 11,610 | 7,314 | 170.3% | $177.78万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $281.53万 | 0.04% | 134,319 | -5,629 | -4.0% | -$11.80万 | 减仓 |
| MDT | MEDTRONIC PLC | $279.53万 | 0.04% | 31,998 | 1,315 | 4.3% | $11.49万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $279.22万 | 0.04% | 14,796 | 14,796 | — | $279.22万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $278.05万 | 0.04% | 82,106 | 3,230 | 4.1% | $10.94万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $277.98万 | 0.04% | 25,907 | 4,741 | 22.4% | $50.87万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $277.65万 | 0.04% | 21,204 | 2,746 | 14.9% | $35.96万 | 加仓 |
| DX | DYNEX CAP INC | $276.59万 | 0.04% | 213,964 | 2,916 | 1.4% | $3.77万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $276.15万 | 0.04% | 38,823 | 27,287 | 236.5% | $194.09万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $275.72万 | 0.04% | 29,258 | 7,276 | 33.1% | $68.57万 | 加仓 |
| IBMS | ISHARES TR | $275.61万 | 0.04% | 106,702 | -18,583 | -14.8% | -$48.00万 | 减仓 |
| PLD | PROLOGIS INC. | $274.31万 | 0.03% | 20,753 | 794 | 4.0% | $10.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $273.80万 | 0.03% | 56,982 | 35,465 | 164.8% | $170.41万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $273.67万 | 0.03% | 9,737 | -308 | -3.1% | -$8.66万 | 减仓 |
| SMMU | PIMCO ETF TR | $269.48万 | 0.03% | 53,416 | 31,154 | 139.9% | $157.17万 | 加仓 |
| CI | THE CIGNA GROUP | $268.61万 | 0.03% | 10,070 | 7,236 | 255.3% | $193.01万 | 加仓 |
| IGF | ISHARES TR | $267.89万 | 0.03% | 39,984 | 3,190 | 8.7% | $21.37万 | 加仓 |
| PSX | PHILLIPS 66 | $267.02万 | 0.03% | 14,657 | -3,248 | -18.1% | -$59.17万 | 减仓 |
| — | CHERRY HILL MTG INVT CORP | $266.46万 | 0.03% | 1,024,853 | 13,977 | 1.4% | $3.63万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $266.26万 | 0.03% | 13,428 | 4,775 | 55.2% | $94.68万 | 加仓 |
| MINT | PIMCO ETF TR | $264.70万 | 0.03% | 26,320 | 17,317 | 192.3% | $174.16万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $264.13万 | 0.03% | 11,532 | 171 | 1.5% | $3.92万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $263.80万 | 0.03% | 65,721 | 94 | 0.1% | $3,773 | 加仓 |