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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL | $153.76万 | 0.02% | 48,096 | 4,744 | 10.9% | $15.17万 | 加仓 |
| DHR | DANAHER CORP DEL | $151.97万 | 0.02% | 7,962 | 1,441 | 22.1% | $27.51万 | 加仓 |
| EIX | EDISON INTL | $151.44万 | 0.02% | 20,342 | 257 | 1.3% | $1.91万 | 加仓 |
| SMC | SUMMIT MIDSTREAM CORPORATION | $150.90万 | 0.02% | 52,985 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STS COMMODITY INDEX F | $149.89万 | 0.02% | 39,728 | 7,815 | 24.5% | $29.49万 | 加仓 |
| DBEF | DBX ETF TR | $149.07万 | 0.02% | 27,288 | 1,750 | 6.9% | $9.56万 | 加仓 |
| HACK | AMPLIFY ETF TR | $148.76万 | 0.02% | 14,177 | 6,688 | 89.3% | $70.18万 | 加仓 |
| SDCI | USCF ETF TR | $148.66万 | 0.02% | 56,225 | 17,345 | 44.6% | $45.86万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $148.46万 | 0.02% | 36,529 | 239 | 0.7% | $9,713 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $148.42万 | 0.02% | 29,815 | 2,836 | 10.5% | $14.12万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $147.67万 | 0.02% | 5,236 | 634 | 13.8% | $17.88万 | 加仓 |
| SHEL | SHELL PLC | $147.32万 | 0.02% | 19,000 | 51 | 0.3% | $3,954 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $147.31万 | 0.02% | 12,616 | 1,497 | 13.5% | $17.48万 | 加仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $146.46万 | 0.02% | 126,014 | 20,543 | 19.5% | $23.88万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $146.16万 | 0.02% | 8,141 | -21 | -0.3% | -$3,770 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $145.81万 | 0.02% | 173,581 | 32,749 | 23.3% | $27.51万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $145.72万 | 0.02% | 11,805 | 654 | 5.9% | $8.07万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $145.34万 | 0.02% | 13,271 | -871 | -6.2% | -$9.54万 | 减仓 |
| SSO | PROSHARES TR | $145.26万 | 0.02% | 21,558 | 21,558 | — | $145.26万 | 新建仓 |
| — | PACER FDS TR | $144.78万 | 0.02% | 28,220 | 28,220 | — | $144.78万 | 新建仓 |
| SDOG | ALPS ETF TR | $144.70万 | 0.02% | 21,211 | -334 | -1.6% | -$2.28万 | 减仓 |
| — | PACER FDS TR | $144.51万 | 0.02% | 26,070 | 26,070 | — | $144.51万 | 新建仓 |
| WELL | WELLTOWER INC | $143.97万 | 0.02% | 6,343 | -1 | -0.0% | -$227 | 减仓 |
| WPC | WP CAREY INC | $143.52万 | 0.02% | 19,812 | -926 | -4.5% | -$6.71万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $143.22万 | 0.02% | 11,509 | -1,919 | -14.3% | -$23.88万 | 减仓 |
| MTUM | ISHARES TR | $142.04万 | 0.02% | 4,143 | -2,313 | -35.8% | -$79.30万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $141.62万 | 0.02% | 10,525 | -389 | -3.6% | -$5.23万 | 减仓 |
| ORI | OLD REP INTL CORP | $140.97万 | 0.02% | 34,450 | -496 | -1.4% | -$2.03万 | 减仓 |
| MCO | MOODYS CORP | $139.88万 | 0.02% | 3,088 | 426 | 16.0% | $19.30万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $139.57万 | 0.02% | 14,157 | -64 | -0.5% | -$6,310 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $139.29万 | 0.02% | 62,572 | 1,303 | 2.1% | $2.90万 | 加仓 |
| ECL | ECOLAB INC | $138.82万 | 0.02% | 4,969 | 274 | 5.8% | $7.65万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $138.75万 | 0.02% | 38,025 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $138.65万 | 0.02% | 4,412 | 344 | 8.5% | $10.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $138.39万 | 0.02% | 37,565 | -156 | -0.4% | -$5,747 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $138.29万 | 0.02% | 24,886 | 6,101 | 32.5% | $33.90万 | 加仓 |
| URG | UR-ENERGY INC | $137.76万 | 0.02% | 1,012,927 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $137.56万 | 0.02% | 5,380 | 534 | 11.0% | $13.65万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $137.18万 | 0.02% | 39,752 | -42 | -0.1% | -$1,449 | 减仓 |
| F | FORD MTR CO | $136.92万 | 0.02% | 98,507 | 7,654 | 8.4% | $10.64万 | 加仓 |
| DOV | DOVER CORP | $136.69万 | 0.01% | 6,095 | -41 | -0.7% | -$9,195 | 减仓 |
| TFC | TRUIST FINL CORP | $135.95万 | 0.01% | 27,288 | 4,155 | 18.0% | $20.70万 | 加仓 |
| SLB | SLB LIMITED | $135.85万 | 0.01% | 29,042 | 266 | 0.9% | $1.24万 | 加仓 |
| EWZ | ISHARES INC | $135.83万 | 0.01% | 39,370 | -9,377 | -19.2% | -$32.35万 | 减仓 |
| PTIN | PACER FDS TR | $135.43万 | 0.01% | 36,932 | 8,693 | 30.8% | $31.88万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $134.79万 | 0.01% | 9,200 | 435 | 5.0% | $6.37万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $134.78万 | 0.01% | 26,516 | -4,155 | -13.5% | -$21.12万 | 减仓 |
| ALL | ALLSTATE CORP | $134.42万 | 0.01% | 5,627 | 2,294 | 68.8% | $54.80万 | 加仓 |
| GMUB | GOLDMAN SACHS ETF TR | $134.26万 | 0.01% | 26,101 | 26,101 | — | $134.26万 | 新建仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $133.38万 | 0.01% | 66,504 | 14,943 | 29.0% | $29.97万 | 加仓 |
| — | PROSHARES TR | $133.23万 | 0.01% | 20,535 | 2,650 | 14.8% | $17.19万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $132.87万 | 0.01% | 19,234 | 887 | 4.8% | $6.13万 | 加仓 |
| STPZ | PIMCO ETF TR | $132.67万 | 0.01% | 24,873 | 379 | 1.5% | $2.02万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $132.47万 | 0.01% | 32,113 | -28,371 | -46.9% | -$117.03万 | 减仓 |
| IEI | ISHARES TR | $131.70万 | 0.01% | 11,213 | 1,712 | 18.0% | $20.11万 | 加仓 |
| MUR | MURPHY OIL CORP | $131.67万 | 0.01% | 40,440 | -13 | -0.0% | -$423 | 减仓 |
| DEI | DOUGLAS EMMETT INC | $130.50万 | 0.01% | 108,838 | 402 | 0.4% | $4,820 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $129.84万 | 0.01% | 16,994 | 34 | 0.2% | $2,598 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $129.60万 | 0.01% | 14,889 | 666 | 4.7% | $5.80万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $129.44万 | 0.01% | 63,732 | -17,422 | -21.5% | -$35.38万 | 减仓 |
| VHT | VANGUARD WORLD FD | $128.43万 | 0.01% | 4,295 | 197 | 4.8% | $5.89万 | 加仓 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $128.24万 | 0.01% | 25,602 | -298 | -1.2% | -$1.49万 | 减仓 |
| NUE | NUCOR CORP | $127.66万 | 0.01% | 5,717 | 467 | 8.9% | $10.43万 | 加仓 |
| — | NEOS ETF TRUST | $127.41万 | 0.01% | 25,944 | 3,867 | 17.5% | $18.99万 | 加仓 |
| BOND | PIMCO ETF TR | $126.94万 | 0.01% | 13,766 | 9,057 | 192.3% | $83.51万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $126.83万 | 0.01% | 53,178 | 3,873 | 7.9% | $9.24万 | 加仓 |
| WTV | WISDOMTREE TR | $126.23万 | 0.01% | 12,410 | 1,152 | 10.2% | $11.72万 | 加仓 |
| TOST | TOAST INC | $126.12万 | 0.01% | 45,336 | 189 | 0.4% | $5,258 | 加仓 |
| — | EA SERIES TRUST | $125.33万 | 0.01% | 22,680 | -793 | -3.4% | -$4.38万 | 减仓 |
| ADBE | ADOBE INC | $125.22万 | 0.01% | 6,108 | -5,502 | -47.4% | -$112.80万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $124.38万 | 0.01% | 11,524 | 2,190 | 23.5% | $23.64万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $124.33万 | 0.01% | 12,833 | -1,271 | -9.0% | -$12.31万 | 减仓 |
| MKC | MCCORMICK & CO INC | $124.16万 | 0.01% | 24,625 | -1,712 | -6.5% | -$8.63万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $123.58万 | 0.01% | 9,392 | 450 | 5.0% | $5.92万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $123.49万 | 0.01% | 7,868 | 975 | 14.1% | $15.30万 | 加仓 |
| EZM | WISDOMTREE TR | $123.45万 | 0.01% | 16,290 | -1,301 | -7.4% | -$9.86万 | 减仓 |
| NFLT | ETFIS SER TR I | $123.31万 | 0.01% | 53,728 | 1,260 | 2.4% | $2.89万 | 加仓 |
| EEMV | ISHARES INC | $123.22万 | 0.01% | 16,369 | 105 | 0.6% | $7,904 | 加仓 |
| MMM | 3M CO | $122.77万 | 0.01% | 7,583 | -2,393 | -24.0% | -$38.74万 | 减仓 |
| TBIL | RBB FD INC | $122.56万 | 0.01% | 24,580 | -12,774 | -34.2% | -$63.69万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $121.98万 | 0.01% | 13,200 | 13,200 | — | $121.98万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $120.41万 | 0.01% | 31,774 | -1 | -0.0% | -$38 | 减仓 |
| KBH | KB HOME | $120.35万 | 0.01% | 19,228 | 269 | 1.4% | $1.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $120.17万 | 0.01% | 17,192 | 6 | 0.0% | $419 | 加仓 |
| PAYX | PAYCHEX INC | $120.00万 | 0.01% | 12,204 | 952 | 8.5% | $9.36万 | 加仓 |
| PSA | PUBLIC STORAGE | $119.98万 | 0.01% | 3,769 | 35 | 0.9% | $1.11万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $119.88万 | 0.01% | 22,757 | 22,757 | — | $119.88万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $119.68万 | 0.01% | 24,511 | -4,186 | -14.6% | -$20.44万 | 减仓 |
| CMI | CUMMINS INC | $119.34万 | 0.01% | 1,673 | 157 | 10.4% | $11.20万 | 加仓 |
| DEM | WISDOMTREE TR | $119.04万 | 0.01% | 22,130 | -332 | -1.5% | -$1.79万 | 减仓 |
| MGK | VANGUARD WORLD FD | $118.72万 | 0.01% | 13,505 | 2,310 | 20.6% | $20.31万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $118.56万 | 0.01% | 13,059 | 51 | 0.4% | $4,630 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $118.09万 | 0.01% | 6,519 | -291 | -4.3% | -$5.27万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $117.55万 | 0.01% | 96,436 | 2,558 | 2.7% | $3.12万 | 加仓 |
| VALE | VALE S A | $117.47万 | 0.01% | 78,102 | -7,092 | -8.3% | -$10.67万 | 减仓 |
| PGR | PROGRESSIVE CORP | $117.32万 | 0.01% | 5,370 | -153 | -2.8% | -$3.34万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $116.40万 | 0.01% | 10,521 | 844 | 8.7% | $9.34万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $116.08万 | 0.01% | 48,673 | -412 | -0.8% | -$9,826 | 减仓 |
| BLOK | AMPLIFY ETF TR | $115.67万 | 0.01% | 18,468 | 2,616 | 16.5% | $16.38万 | 加仓 |
| QYLD | GLOBAL X FDS | $114.97万 | 0.01% | 62,380 | -65,589 | -51.3% | -$120.88万 | 减仓 |