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 |
|---|---|---|---|---|---|---|---|---|
| GLXY | GALAXY DIGITAL INC. | $297.64万 | 0.03% | 108,867 | 19,437 | 21.7% | $53.14万 | 加仓 |
| CSL | CARLISLE COS INC | $297.05万 | 0.03% | 8,189 | 450 | 5.8% | $16.32万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $297.05万 | 0.03% | 6,000 | -284 | -4.5% | -$14.06万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $296.62万 | 0.03% | 13,417 | 13,417 | — | $296.62万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $296.59万 | 0.03% | 3,457 | -145 | -4.0% | -$12.44万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $295.33万 | 0.03% | 5,797 | 227 | 4.1% | $11.56万 | 加仓 |
| HON | HONEYWELL INTL INC | $294.58万 | 0.03% | 13,157 | -11,673 | -47.0% | -$261.35万 | 减仓 |
| LIT | GLOBAL X FDS | $294.34万 | 0.03% | 37,453 | 3,847 | 11.4% | $30.23万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $293.68万 | 0.03% | 23,201 | 1,997 | 9.4% | $25.28万 | 加仓 |
| XAR | SPDR SERIES TRUST | $292.26万 | 0.03% | 10,298 | 684 | 7.1% | $19.41万 | 加仓 |
| DX | DYNEX CAP INC | $291.50万 | 0.03% | 222,311 | 8,347 | 3.9% | $10.94万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $291.16万 | 0.03% | 29,650 | 392 | 1.3% | $3.85万 | 加仓 |
| COPX | GLOBAL X FDS | $290.72万 | 0.03% | 37,769 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $290.50万 | 0.03% | 11,798 | 1,003 | 9.3% | $24.70万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $290.04万 | 0.03% | 7,827 | 1,499 | 23.7% | $55.55万 | 加仓 |
| IBMS | ISHARES TR | $288.50万 | 0.03% | 111,520 | 4,818 | 4.5% | $12.46万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $287.35万 | 0.03% | 53,531 | -742 | -1.4% | -$3.98万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $287.19万 | 0.03% | 65,225 | 46,863 | 255.2% | $206.34万 | 加仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $286.06万 | 0.03% | 62,060 | -2,121 | -3.3% | -$9.78万 | 减仓 |
| — | PUTNAM MASTER INTER INCOME T | $284.15万 | 0.03% | 879,729 | 287,678 | 48.6% | $92.92万 | 重新持有 |
| CSX | CSX CORP | $283.92万 | 0.03% | 59,735 | 7,230 | 13.8% | $34.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $283.37万 | 0.03% | 76,856 | 5,300 | 7.4% | $19.54万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $282.54万 | 0.03% | 5,547 | 371 | 7.2% | $18.90万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $282.22万 | 0.03% | 105,859 | -2,825 | -2.6% | -$7.53万 | 减仓 |
| URA | GLOBAL X FDS | $281.40万 | 0.03% | 64,393 | 3,789 | 6.3% | $16.56万 | 加仓 |
| EFG | ISHARES TR | $281.30万 | 0.03% | 22,609 | 694 | 3.2% | $8.63万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $279.33万 | 0.03% | 14,931 | 135 | 0.9% | $2.53万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $277.38万 | 0.03% | 149,371 | 4,760 | 3.3% | $8.84万 | 加仓 |
| CI | THE CIGNA GROUP | $275.98万 | 0.03% | 10,011 | -59 | -0.6% | -$1.63万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $275.40万 | 0.03% | 117,493 | 32,189 | 37.7% | $75.45万 | 加仓 |
| PRFD | PIMCO ETF TR | $275.39万 | 0.03% | 53,634 | 4,441 | 9.0% | $22.80万 | 加仓 |
| PTLC | PACER FDS TR | $275.26万 | 0.03% | 47,246 | 29,200 | 161.8% | $170.12万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $274.51万 | 0.03% | 66,791 | -480 | -0.7% | -$1.97万 | 减仓 |
| CLOI | VANECK ETF TRUST | $273.28万 | 0.03% | 51,611 | 4,094 | 8.6% | $21.68万 | 加仓 |
| O | REALTY INCOME CORP | $271.73万 | 0.03% | 43,665 | 8,510 | 24.2% | $52.96万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $271.73万 | 0.03% | 130,295 | -4,024 | -3.0% | -$8.39万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $271.54万 | 0.03% | 8,113 | -229 | -2.7% | -$7.66万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $270.73万 | 0.03% | 302,834 | 30 | 0.0% | $268 | 加仓 |
| TMUS | T-MOBILE US INC | $270.45万 | 0.03% | 16,124 | -865 | -5.1% | -$14.51万 | 减仓 |
| ILF | ISHARES TR | $270.42万 | 0.03% | 80,125 | 22,817 | 39.8% | $77.01万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $270.03万 | 0.03% | 25,206 | -2,530 | -9.1% | -$27.10万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $269.83万 | 0.03% | 69,900 | 69,900 | — | $269.83万 | 新建仓 |
| AFL | AFLAC INC | $269.29万 | 0.03% | 22,967 | 172 | 0.8% | $2.02万 | 加仓 |
| B | BARRICK MNG CORP | $269.15万 | 0.03% | 73,277 | -15,070 | -17.1% | -$55.35万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $268.13万 | 0.03% | 10,129 | -26,625 | -72.4% | -$704.82万 | 减仓 |
| MUNI | PIMCO ETF TR | $266.90万 | 0.03% | 50,742 | 27,267 | 116.2% | $143.42万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $266.87万 | 0.03% | 17,152 | 17,152 | — | $266.87万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $265.15万 | 0.03% | 125,960 | 97,180 | 337.7% | $204.56万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $264.69万 | 0.03% | 67,609 | 55,949 | 479.8% | $219.04万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $264.25万 | 0.03% | 64,726 | 64,726 | — | $264.25万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $263.12万 | 0.03% | 54,330 | -2,652 | -4.7% | -$12.84万 | 减仓 |
| PSX | PHILLIPS 66 | $263.10万 | 0.03% | 15,563 | 906 | 6.2% | $15.32万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $262.72万 | 0.03% | 7,416 | 823 | 12.5% | $29.16万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $262.30万 | 0.03% | 107,151 | 47,227 | 78.8% | $115.61万 | 加仓 |
| MINT | PIMCO ETF TR | $262.05万 | 0.03% | 25,994 | -326 | -1.2% | -$3.29万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $260.96万 | 0.03% | 45,188 | -6,718 | -12.9% | -$38.80万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $260.53万 | 0.03% | 66,785 | 5,616 | 9.2% | $21.91万 | 加仓 |
| EFV | ISHARES TR | $259.77万 | 0.03% | 33,934 | -14,185 | -29.5% | -$108.59万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $258.98万 | 0.03% | 37,734 | 4,092 | 12.2% | $28.08万 | 加仓 |
| SBUX | STARBUCKS CORP | $258.95万 | 0.03% | 25,340 | 1,402 | 5.9% | $14.33万 | 加仓 |
| HEZU | ISHARES TR | $258.26万 | 0.03% | 51,495 | -1,457 | -2.8% | -$7.31万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $257.96万 | 0.03% | 20,473 | 5,422 | 36.0% | $68.32万 | 加仓 |
| IWB | ISHARES TR | $256.25万 | 0.03% | 6,258 | 134 | 2.2% | $5.49万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $256.14万 | 0.03% | 15,055 | 36 | 0.2% | $6,125 | 加仓 |
| — | ETF SER SOLUTIONS | $255.12万 | 0.03% | 74,458 | 5,632 | 8.2% | $19.30万 | 加仓 |
| ADSK | AUTODESK INC | $254.24万 | 0.03% | 13,077 | 11,541 | 751.4% | $224.38万 | 加仓 |
| IBMR | ISHARES TR | $252.90万 | 0.03% | 99,608 | -23,123 | -18.8% | -$58.71万 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $252.42万 | 0.03% | 449,141 | 393,004 | 700.1% | $220.87万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $251.19万 | 0.03% | 62,345 | -3,376 | -5.1% | -$13.60万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $250.46万 | 0.03% | 16,233 | -185 | -1.1% | -$2.85万 | 减仓 |
| SDY | SPDR SERIES TRUST | $249.13万 | 0.03% | 16,371 | -304 | -1.8% | -$4.63万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $248.48万 | 0.03% | 134,094 | 60,025 | 81.0% | $111.23万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $248.24万 | 0.03% | 86,888 | 86,888 | — | $248.24万 | 新建仓 |
| — | AMPLIFY ETF TR | $247.78万 | 0.03% | 74,269 | 7,498 | 11.2% | $25.01万 | 加仓 |
| SN | SHARKNINJA INC | $247.55万 | 0.03% | 16,257 | 4 | 0.0% | $609 | 加仓 |
| MET | METLIFE INC | $247.12万 | 0.03% | 29,207 | 1,749 | 6.4% | $14.80万 | 加仓 |
| — | CHERRY HILL MTG INVT CORP | $246.86万 | 0.03% | 1,020,091 | -4,762 | -0.5% | -$1.15万 | 减仓 |
| IBMP | ISHARES TR | $246.62万 | 0.03% | 97,017 | 41,126 | 73.6% | $104.54万 | 加仓 |
| GVIP | GOLDMAN SACHS ETF TR | $246.59万 | 0.03% | 13,068 | 484 | 3.8% | $9.13万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $246.05万 | 0.03% | 28,724 | -467 | -1.6% | -$4.00万 | 减仓 |
| — | JOURNEY MED CORP | $245.50万 | 0.03% | 346,748 | -33,059 | -8.7% | -$23.41万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $245.27万 | 0.03% | 5,342 | 129 | 2.5% | $5.92万 | 加仓 |
| PFFD | GLOBAL X FDS | $243.86万 | 0.03% | 130,478 | -1,517 | -1.1% | -$2.84万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $242.33万 | 0.03% | 102,335 | 6,713 | 7.0% | $15.90万 | 加仓 |
| EMB | ISHARES TR | $241.21万 | 0.03% | 25,011 | -3,043 | -10.8% | -$29.35万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $239.71万 | 0.03% | 59,065 | 11,794 | 24.9% | $47.87万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $239.70万 | 0.03% | 21,969 | -249 | -1.1% | -$2.72万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $239.38万 | 0.03% | 32,436 | 1,648 | 5.4% | $12.16万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $238.20万 | 0.03% | 8,860 | 465 | 5.5% | $12.50万 | 加仓 |
| IGF | ISHARES TR | $238.13万 | 0.03% | 35,755 | -4,229 | -10.6% | -$28.17万 | 减仓 |
| TPR | TAPESTRY INC | $237.66万 | 0.03% | 16,236 | 634 | 4.1% | $9.28万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $237.48万 | 0.03% | 95,720 | 3,162 | 3.4% | $7.84万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $236.32万 | 0.03% | 31,405 | -8,114 | -20.5% | -$61.06万 | 减仓 |
| PLD | PROLOGIS INC. | $236.25万 | 0.03% | 17,439 | -3,314 | -16.0% | -$44.89万 | 减仓 |
| FIX | COMFORT SYS USA INC | $235.57万 | 0.03% | 1,189 | 251 | 26.8% | $49.73万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $235.54万 | 0.03% | 909,430 | -31,025 | -3.3% | -$8.04万 | 减仓 |
| MLPX | GLOBAL X FDS | $233.45万 | 0.03% | 31,693 | 23,844 | 303.8% | $175.63万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $232.97万 | 0.03% | 28,045 | -1,475 | -5.0% | -$12.25万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $231.98万 | 0.03% | 24,700 | -320 | -1.3% | -$3.01万 | 减仓 |
| PULS | PGIM ETF TR | $231.72万 | 0.03% | 46,610 | 7,548 | 19.3% | $37.52万 | 加仓 |