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 |
|---|---|---|---|---|---|---|---|---|
| ECL | ECOLAB INC | $125.22万 | 0.02% | 4,695 | 1,153 | 32.6% | $30.75万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $124.12万 | 0.02% | 47,106 | -89 | -0.2% | -$2,345 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $124.00万 | 0.02% | 25,985 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $123.90万 | 0.02% | 6,521 | -100 | -1.5% | -$1.90万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $123.28万 | 0.02% | 16,960 | 13 | 0.1% | $945 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $123.26万 | 0.02% | 48,950 | -29,677 | -37.7% | -$74.73万 | 减仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $122.67万 | 0.02% | 18,347 | -171 | -0.9% | -$1.14万 | 减仓 |
| MUNI | PIMCO ETF TR | $122.51万 | 0.02% | 23,475 | 23,475 | — | $122.51万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $121.90万 | 0.02% | 12,570 | 12,570 | — | $121.90万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $121.69万 | 0.02% | 8,942 | 672 | 8.1% | $9.14万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $120.19万 | 0.02% | 14,221 | 3,963 | 38.6% | $33.49万 | 加仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $120.18万 | 0.02% | 105,471 | 17,602 | 20.0% | $20.06万 | 加仓 |
| TOST | TOAST INC | $119.69万 | 0.02% | 45,147 | -24,167 | -34.9% | -$64.07万 | 减仓 |
| NFLT | ETFIS SER TR I | $119.37万 | 0.02% | 52,468 | 5,091 | 10.7% | $11.58万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $119.36万 | 0.02% | 10,914 | -8,896 | -44.9% | -$97.29万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $119.14万 | 0.02% | 140,832 | 19,388 | 16.0% | $16.40万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $118.43万 | 0.02% | 11,151 | 610 | 5.8% | $6.48万 | 加仓 |
| MPC | MARATHON PETE CORP | $118.32万 | 0.02% | 4,846 | 120 | 2.5% | $2.93万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $118.27万 | 0.02% | 12,115 | -73,722 | -85.9% | -$719.72万 | 减仓 |
| EZM | WISDOMTREE TR | $118.25万 | 0.02% | 17,591 | -83 | -0.5% | -$5,579 | 减仓 |
| IGM | ISHARES TR | $117.82万 | 0.02% | 9,941 | -515 | -4.9% | -$6.10万 | 减仓 |
| TECL | DIREXION SHARES ETF TRUST | $117.55万 | 0.01% | 13,582 | 10,364 | 322.1% | $89.70万 | 加仓 |
| PAVE | GLOBAL X FDS | $117.54万 | 0.01% | 23,133 | 9,514 | 69.9% | $48.34万 | 加仓 |
| MCO | MOODYS CORP | $116.14万 | 0.01% | 2,662 | 248 | 10.3% | $10.82万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $116.14万 | 0.01% | 7,743 | 2,551 | 49.1% | $38.26万 | 加仓 |
| ALAB | ASTERA LABS INC | $115.38万 | 0.01% | 10,527 | 10,527 | — | $115.38万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $115.11万 | 0.01% | 8,765 | 264 | 3.1% | $3.47万 | 加仓 |
| NOV | NOV INC | $114.62万 | 0.01% | 60,937 | 226 | 0.4% | $4,251 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $114.51万 | 0.01% | 31,775 | 123 | 0.4% | $4,433 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $114.43万 | 0.01% | 25,900 | -514 | -1.9% | -$2.27万 | 减仓 |
| — | PROSHARES TR | $113.96万 | 0.01% | 17,885 | 2,005 | 12.6% | $12.78万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $113.15万 | 0.01% | 49,305 | -25,895 | -34.4% | -$59.43万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $113.10万 | 0.01% | 4,318 | -84 | -1.9% | -$2.20万 | 减仓 |
| IEI | ISHARES TR | $112.69万 | 0.01% | 9,501 | 3,953 | 71.3% | $46.88万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $111.99万 | 0.01% | 52,480 | -86,002 | -62.1% | -$183.53万 | 减仓 |
| DEM | WISDOMTREE TR | $111.61万 | 0.01% | 22,462 | 2,526 | 12.7% | $12.55万 | 加仓 |
| VHT | VANGUARD WORLD FD | $111.61万 | 0.01% | 4,098 | -24,632 | -85.7% | -$670.83万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $111.07万 | 0.01% | 3,823 | 25 | 0.7% | $7,263 | 加仓 |
| NKE | NIKE INC | $110.44万 | 0.01% | 20,750 | -8,354 | -28.7% | -$44.46万 | 减仓 |
| — | EA SERIES TRUST | $110.10万 | 0.01% | 23,473 | 511 | 2.2% | $2.40万 | 加仓 |
| IWS | ISHARES TR | $110.00万 | 0.01% | 7,548 | -9,769 | -56.4% | -$142.37万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $109.88万 | 0.01% | 31,913 | 31,913 | — | $109.88万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $109.53万 | 0.01% | 9,677 | 5,426 | 127.6% | $61.41万 | 加仓 |
| PGR | PROGRESSIVE CORP | $109.50万 | 0.01% | 5,523 | 2,203 | 66.4% | $43.68万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $109.45万 | 0.01% | 49,414 | 2,634 | 5.6% | $5.83万 | 加仓 |
| VRSN | VERISIGN INC | $108.71万 | 0.01% | 4,377 | 1,400 | 47.0% | $34.77万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $108.61万 | 0.01% | 93,878 | 4,685 | 5.3% | $5.42万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $108.31万 | 0.01% | 29,795 | 4,612 | 18.3% | $16.76万 | 加仓 |
| COHR | COHERENT CORP | $107.93万 | 0.01% | 4,531 | 3,380 | 293.7% | $80.52万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $107.40万 | 0.01% | 31,097 | 250 | 0.8% | $8,634 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $107.33万 | 0.01% | 17,186 | 13,272 | 339.1% | $82.88万 | 加仓 |
| WTV | WISDOMTREE TR | $106.64万 | 0.01% | 11,258 | 3,256 | 40.7% | $30.84万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $106.44万 | 0.01% | 54,060 | 5 | 0.0% | $98 | 加仓 |
| TFC | TRUIST FINL CORP | $106.34万 | 0.01% | 23,133 | 331 | 1.5% | $1.52万 | 加仓 |
| SDCI | USCF ETF TR | $105.91万 | 0.01% | 38,880 | 38,880 | — | $105.91万 | 新建仓 |
| KR | KROGER CO | $105.91万 | 0.01% | 14,636 | 16 | 0.1% | $1,158 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $105.89万 | 0.01% | 18,214 | -3,002 | -14.1% | -$17.45万 | 减仓 |
| EEMV | ISHARES INC | $105.28万 | 0.01% | 16,264 | -11 | -0.1% | -$712 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $105.18万 | 0.01% | 15,440 | -2,137 | -12.2% | -$14.56万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $105.15万 | 0.01% | 13,290 | 868 | 7.0% | $6.87万 | 加仓 |
| F | FORD MTR CO | $104.84万 | 0.01% | 90,853 | 1,177 | 1.3% | $1.36万 | 加仓 |
| PFFA | ETFIS SER TR I | $104.71万 | 0.01% | 51,428 | 7,658 | 17.5% | $15.59万 | 加仓 |
| — | NEOS ETF TRUST | $104.40万 | 0.01% | 22,077 | 17,610 | 394.2% | $83.28万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $104.21万 | 0.01% | 108,436 | -1,149 | -1.0% | -$1.10万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $103.77万 | 0.01% | 7,906 | -74 | -0.9% | -$9,713 | 减仓 |
| PAYX | PAYCHEX INC | $103.65万 | 0.01% | 11,252 | 872 | 8.4% | $8.03万 | 加仓 |
| ARTY | ISHARES TR | $103.47万 | 0.01% | 22,237 | 489 | 2.2% | $2.28万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $103.38万 | 0.01% | 51,561 | -4,366 | -7.8% | -$8.75万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $102.84万 | 0.01% | 13,008 | 8,446 | 185.1% | $66.77万 | 加仓 |
| CME | CME GROUP INC | $102.33万 | 0.01% | 3,465 | 500 | 16.9% | $14.77万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $102.06万 | 0.01% | 6,489 | -90 | -1.4% | -$1.42万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $101.16万 | 0.01% | 3,734 | 2,198 | 143.1% | $59.55万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $100.76万 | 0.01% | 26,979 | 26,979 | — | $100.76万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $100.76万 | 0.01% | 18,026 | -393 | -2.1% | -$2.20万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $100.57万 | 0.01% | 50,384 | -837 | -1.6% | -$1.67万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $100.30万 | 0.01% | 5,812 | 29 | 0.5% | $5,005 | 加仓 |
| — | EA SERIES TRUST | $99.61万 | 0.01% | 25,233 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $99.25万 | 0.01% | 3,348 | 1,580 | 89.4% | $46.84万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $98.45万 | 0.01% | 39,324 | 5,463 | 16.1% | $13.68万 | 加仓 |
| KBH | KB HOME | $98.11万 | 0.01% | 18,959 | -33 | -0.2% | -$1,708 | 减仓 |
| AMLP | ALPS ETF TR | $98.10万 | 0.01% | 18,637 | 449 | 2.5% | $2.36万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $96.94万 | 0.01% | 49,085 | 2,157 | 4.6% | $4.26万 | 加仓 |
| EMXC | ISHARES INC | $96.76万 | 0.01% | 12,301 | 1,201 | 10.8% | $9.45万 | 加仓 |
| IBMQ | ISHARES TR | $96.11万 | 0.01% | 37,644 | -9,895 | -20.8% | -$25.26万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $96.01万 | 0.01% | 4,854 | 210 | 4.5% | $4.15万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $95.93万 | 0.01% | 97,692 | -12,441 | -11.3% | -$12.22万 | 减仓 |
| MSCI | MSCI INC | $95.84万 | 0.01% | 1,778 | 1,394 | 363.0% | $75.14万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $95.74万 | 0.01% | 48,401 | 17,788 | 58.1% | $35.18万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $95.65万 | 0.01% | 5,852 | 84 | 1.5% | $1.37万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $95.39万 | 0.01% | 14,223 | -286 | -2.0% | -$1.92万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $95.35万 | 0.01% | 6,893 | 1,869 | 37.2% | $25.85万 | 加仓 |
| IXP | ISHARES TR | $95.28万 | 0.01% | 8,296 | 204 | 2.5% | $2.34万 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $94.84万 | 0.01% | 102,978 | 1,534 | 1.5% | $1.41万 | 加仓 |
| CMS | CMS ENERGY CORP | $94.67万 | 0.01% | 12,203 | -189 | -1.5% | -$1.47万 | 减仓 |
| PTLC | PACER FDS TR | $94.67万 | 0.01% | 18,046 | -1,277 | -6.6% | -$6.70万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $94.10万 | 0.01% | 109,220 | 77,951 | 249.3% | $67.16万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $94.00万 | 0.01% | 18,785 | 251 | 1.4% | $1.26万 | 加仓 |
| IDV | ISHARES TR | $93.71万 | 0.01% | 22,019 | -2,060 | -8.6% | -$8.77万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $93.62万 | 0.01% | 3,262 | 13 | 0.4% | $3,731 | 加仓 |
| SLVP | ISHARES INC | $93.61万 | 0.01% | 26,400 | 400 | 1.5% | $1.42万 | 加仓 |