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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $263.51万 | 0.03% | 28,054 | -26,426 | -48.5% | -$248.22万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $262.88万 | 0.03% | 6,698 | 2,578 | 62.6% | $101.18万 | 加仓 |
| CAIE | CALAMOS ETF TR | $258.31万 | 0.03% | 102,747 | 30,575 | 42.4% | $76.87万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $258.27万 | 0.03% | 76,707 | 53,651 | 232.7% | $180.64万 | 加仓 |
| SNOW | SNOWFLAKE INC | $258.25万 | 0.03% | 17,123 | -2,008 | -10.5% | -$30.28万 | 减仓 |
| CSL | CARLISLE COS INC | $258.20万 | 0.03% | 7,739 | 730 | 10.4% | $24.35万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $255.38万 | 0.03% | 51,906 | 111 | 0.2% | $5,461 | 加仓 |
| IUSG | ISHARES TR | $253.42万 | 0.03% | 16,338 | 97 | 0.6% | $1.50万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $253.10万 | 0.03% | 3,602 | 2,563 | 246.7% | $180.09万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $252.78万 | 0.03% | 5,213 | 1,063 | 25.6% | $51.55万 | 加仓 |
| INDA | ISHARES TR | $252.56万 | 0.03% | 53,919 | -687 | -1.3% | -$3.22万 | 减仓 |
| QLC | FLEXSHARES TR | $252.15万 | 0.03% | 32,261 | 361 | 1.1% | $2.82万 | 加仓 |
| CLOI | VANECK ETF TRUST | $250.41万 | 0.03% | 47,517 | 7,926 | 20.0% | $41.77万 | 加仓 |
| AFL | AFLAC INC | $250.08万 | 0.03% | 22,795 | -511 | -2.2% | -$5.61万 | 减仓 |
| QGRW | WISDOMTREE TR | $249.92万 | 0.03% | 46,775 | 12,089 | 34.9% | $64.59万 | 加仓 |
| LIT | GLOBAL X FDS | $249.86万 | 0.03% | 33,606 | 33,606 | — | $249.86万 | 新建仓 |
| PRFD | PIMCO ETF TR | $249.26万 | 0.03% | 49,193 | 3,199 | 7.0% | $16.21万 | 加仓 |
| GLDM | WORLD GOLD TR | $248.05万 | 0.03% | 26,761 | 17,725 | 196.2% | $164.29万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $245.56万 | 0.03% | 92,558 | 57 | 0.1% | $1,512 | 加仓 |
| XAR | SPDR SERIES TRUST | $244.18万 | 0.03% | 9,614 | 486 | 5.3% | $12.34万 | 加仓 |
| EFG | ISHARES TR | $244.07万 | 0.03% | 21,915 | 2,366 | 12.1% | $26.35万 | 加仓 |
| SDY | SPDR SERIES TRUST | $243.35万 | 0.03% | 16,675 | 1,031 | 6.6% | $15.05万 | 加仓 |
| PFFD | GLOBAL X FDS | $242.87万 | 0.03% | 131,995 | 3,693 | 2.9% | $6.80万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $242.10万 | 0.03% | 22,071 | 6,866 | 45.2% | $75.31万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $242.00万 | 0.03% | 29,520 | 4,304 | 17.1% | $35.28万 | 加仓 |
| CVS | CVS HEALTH CORP | $239.60万 | 0.03% | 33,361 | 482 | 1.5% | $3.46万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $239.42万 | 0.03% | 67,271 | 1,972 | 3.0% | $7.02万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $239.35万 | 0.03% | 16,418 | 1,054 | 6.9% | $15.37万 | 加仓 |
| SMIN | ISHARES TR | $235.74万 | 0.03% | 39,316 | -877 | -2.2% | -$5.26万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $235.65万 | 0.03% | 60,484 | 2,323 | 4.0% | $9.05万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $235.39万 | 0.03% | 69,335 | 38,649 | 125.9% | $131.21万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $234.97万 | 0.03% | 39,458 | 32,542 | 470.5% | $193.79万 | 加仓 |
| — | ISHARES ETHEREUM TR | $233.48万 | 0.03% | 147,490 | -1,174 | -0.8% | -$1.86万 | 减仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $232.62万 | 0.03% | 108,651 | 8,494 | 8.5% | $18.19万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $232.08万 | 0.03% | 25,020 | -39 | -0.2% | -$3,618 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $231.91万 | 0.03% | 150,886 | -100 | -0.1% | -$1,537 | 减仓 |
| HEZU | ISHARES TR | $231.40万 | 0.03% | 52,952 | 1,193 | 2.3% | $5.21万 | 加仓 |
| AZO | AUTOZONE INC | $231.38万 | 0.03% | 685 | 539 | 369.2% | $182.06万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $231.29万 | 0.03% | 24,095 | 20,167 | 513.4% | $193.58万 | 加仓 |
| USB | US BANCORP | $227.77万 | 0.03% | 43,361 | 2,987 | 7.4% | $15.69万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $226.30万 | 0.03% | 6,593 | 405 | 6.5% | $13.90万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $225.50万 | 0.03% | 6,284 | -151 | -2.3% | -$5.42万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $224.64万 | 0.03% | 10,795 | 4,418 | 69.3% | $91.94万 | 加仓 |
| DLTR | DOLLAR TREE INC | $224.04万 | 0.03% | 20,458 | 20,458 | — | $224.04万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $223.55万 | 0.03% | 35,665 | -4,407 | -11.0% | -$27.62万 | 减仓 |
| DHT | DHT HOLDINGS INC | $222.21万 | 0.03% | 121,625 | 2,187 | 1.8% | $4.00万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $221.54万 | 0.03% | 71,556 | 2,526 | 3.7% | $7.82万 | 加仓 |
| — | NXG CUSHING MIDSTREAM ENERGY | $221.29万 | 0.03% | 49,740 | -1,127 | -2.2% | -$5.01万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $220.97万 | 0.03% | 144,611 | -186,586 | -56.3% | -$285.10万 | 减仓 |
| TPR | TAPESTRY INC | $220.16万 | 0.03% | 15,602 | 13,046 | 510.4% | $184.09万 | 加仓 |
| QYLD | GLOBAL X FDS | $219.47万 | 0.03% | 127,969 | -54,029 | -29.7% | -$92.66万 | 减仓 |
| IWMI | NEOS ETF TRUST | $219.15万 | 0.03% | 46,234 | 20,898 | 82.5% | $99.06万 | 加仓 |
| IWB | ISHARES TR | $218.37万 | 0.03% | 6,124 | 387 | 6.7% | $13.80万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $217.80万 | 0.03% | 15,019 | 13,400 | 827.7% | $194.32万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $216.98万 | 0.03% | 82,240 | 5,635 | 7.4% | $14.87万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $216.62万 | 0.03% | 30,788 | -3,897 | -11.2% | -$27.42万 | 减仓 |
| O | REALTY INCOME CORP | $216.03万 | 0.03% | 35,155 | 3,249 | 10.2% | $19.97万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $215.69万 | 0.03% | 185,944 | -156 | -0.1% | -$1,810 | 减仓 |
| CSX | CSX CORP | $215.53万 | 0.03% | 52,505 | 7,521 | 16.7% | $30.87万 | 加仓 |
| SBUX | STARBUCKS CORP | $214.46万 | 0.03% | 23,938 | 3,314 | 16.1% | $29.69万 | 加仓 |
| — | MFS HIGH INCOME MUN TR | $213.76万 | 0.03% | 576,180 | -32,620 | -5.4% | -$12.10万 | 减仓 |
| IQDG | WISDOMTREE TR | $211.93万 | 0.03% | 52,798 | 52,798 | — | $211.93万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $210.98万 | 0.03% | 84,021 | 21,737 | 34.9% | $54.58万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $210.35万 | 0.03% | 51,230 | 51,230 | — | $210.35万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $210.14万 | 0.03% | 22,218 | 18,033 | 430.9% | $170.56万 | 加仓 |
| VNT | VONTIER CORPORATION | $209.38万 | 0.03% | 59,029 | 59,029 | — | $209.38万 | 新建仓 |
| — | AMPLIFY ETF TR | $207.40万 | 0.03% | 66,771 | -5,758 | -7.9% | -$17.89万 | 减仓 |
| CRH | CRH PLC | $207.26万 | 0.03% | 19,644 | -540 | -2.7% | -$5.70万 | 减仓 |
| — | ETF SER SOLUTIONS | $207.25万 | 0.03% | 68,826 | -76,742 | -52.7% | -$231.08万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $206.97万 | 0.03% | 6,328 | -96 | -1.5% | -$3.14万 | 减仓 |
| VICI | VICI PPTYS INC | $206.73万 | 0.03% | 74,448 | 66,537 | 841.1% | $184.76万 | 重新持有 |
| SCHH | SCHWAB STRATEGIC TR | $205.49万 | 0.03% | 95,622 | 1,328 | 1.4% | $2.85万 | 加仓 |
| ILF | ISHARES TR | $203.56万 | 0.03% | 57,308 | 12,927 | 29.1% | $45.92万 | 加仓 |
| HEFA | ISHARES TR | $203.46万 | 0.03% | 47,879 | 3,343 | 7.5% | $14.21万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $201.36万 | 0.03% | 33,642 | -33,096 | -49.6% | -$198.09万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $199.75万 | 0.03% | 29,191 | -609 | -2.0% | -$4.17万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $199.05万 | 0.03% | 61,169 | 3,997 | 7.0% | $13.01万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $198.93万 | 0.03% | 85,304 | 57,018 | 201.6% | $132.97万 | 加仓 |
| IMRX | IMMUNEERING CORP | $198.55万 | 0.03% | 376,749 | 376,749 | — | $198.55万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $196.76万 | 0.03% | 208,208 | 15,793 | 8.2% | $14.92万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $195.51万 | 0.02% | 464 | 122 | 35.7% | $51.40万 | 加仓 |
| MLI | MUELLER INDS INC | $194.27万 | 0.02% | 17,533 | 17,533 | — | $194.27万 | 新建仓 |
| MET | METLIFE INC | $194.18万 | 0.02% | 27,458 | 829 | 3.1% | $5.86万 | 加仓 |
| PULS | PGIM ETF TR | $194.05万 | 0.02% | 39,062 | -10,904 | -21.8% | -$54.17万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $193.74万 | 0.02% | 11,844 | 3,093 | 35.3% | $50.59万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $193.46万 | 0.02% | 8,395 | -461 | -5.2% | -$10.62万 | 减仓 |
| SHYG | ISHARES TR | $192.29万 | 0.02% | 45,448 | 10,909 | 31.6% | $46.16万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $191.64万 | 0.02% | 47,271 | 8,722 | 22.6% | $35.36万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $191.57万 | 0.02% | 15,051 | 2 | 0.0% | $255 | 加仓 |
| AGNC | AGNC INVT CORP | $191.41万 | 0.02% | 188,582 | -64,109 | -25.4% | -$65.07万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $187.27万 | 0.02% | 28,697 | 4,014 | 16.3% | $26.19万 | 加仓 |
| EWZ | ISHARES INC | $187.14万 | 0.02% | 48,747 | 48,747 | — | $187.14万 | 新建仓 |
| PCAR | PACCAR INC | $186.45万 | 0.02% | 16,143 | 13,988 | 649.1% | $161.56万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $186.36万 | 0.02% | 16,822 | 5,958 | 54.8% | $66.00万 | 加仓 |
| TBIL | RBB FD INC | $186.25万 | 0.02% | 37,354 | 37,354 | — | $186.25万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $186.01万 | 0.02% | 35,196 | 250 | 0.7% | $1.32万 | 加仓 |
| BN | BROOKFIELD CORP | $185.04万 | 0.02% | 45,723 | 1,244 | 2.8% | $5.03万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $185.01万 | 0.02% | 48,042 | 4,412 | 10.1% | $16.99万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $184.51万 | 0.02% | 123,998 | -269 | -0.2% | -$4,003 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $184.20万 | 0.02% | 48,783 | 48,783 | — | $184.20万 | 新建仓 |