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 |
|---|---|---|---|---|---|---|---|---|
| CAVA | CAVA GROUP INC | $93.40万 | 0.01% | 11,545 | -114 | -1.0% | -$9,222 | 减仓 |
| HCA | HCA HEALTHCARE INC | $92.00万 | 0.01% | 1,944 | 446 | 29.8% | $21.11万 | 加仓 |
| PTIN | PACER FDS TR | $91.83万 | 0.01% | 28,239 | 3,748 | 15.3% | $12.19万 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $91.53万 | 0.01% | 49,998 | 38,766 | 345.1% | $70.97万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $91.18万 | 0.01% | 9,334 | 2,264 | 32.0% | $22.12万 | 加仓 |
| GIS | GENERAL MILLS INC | $91.16万 | 0.01% | 24,491 | 16,098 | 191.8% | $59.92万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $91.11万 | 0.01% | 9,769 | -295 | -2.9% | -$2.75万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $91.07万 | 0.01% | 4,602 | 298 | 6.9% | $5.90万 | 加仓 |
| EPS | WISDOMTREE TR | $90.96万 | 0.01% | 13,355 | -2,638 | -16.5% | -$17.97万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $90.69万 | 0.01% | 63,154 | 3,321 | 5.6% | $4.77万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $90.64万 | 0.01% | 3,210 | -98 | -3.0% | -$2.77万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $90.56万 | 0.01% | 39,239 | 11,100 | 39.4% | $25.62万 | 加仓 |
| IXN | ISHARES TR | $89.42万 | 0.01% | 8,945 | 251 | 2.9% | $2.51万 | 加仓 |
| NUE | NUCOR CORP | $89.07万 | 0.01% | 5,250 | 119 | 2.3% | $2.02万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $88.79万 | 0.01% | 21,515 | -596 | -2.7% | -$2.46万 | 减仓 |
| XYLD | GLOBAL X FDS | $88.47万 | 0.01% | 22,608 | 5,852 | 34.9% | $22.90万 | 加仓 |
| RWR | SPDR SERIES TRUST | $88.41万 | 0.01% | 8,756 | 8,756 | — | $88.41万 | 新建仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $87.75万 | 0.01% | 13,341 | -21 | -0.2% | -$1,381 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $87.73万 | 0.01% | 16,059 | 9,431 | 142.3% | $51.52万 | 重新持有 |
| GSK | GSK PLC | $87.57万 | 0.01% | 15,731 | 8,166 | 107.9% | $45.46万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $87.49万 | 0.01% | 22,184 | 22,184 | — | $87.49万 | 新建仓 |
| INTU | INTUIT | $87.28万 | 0.01% | 2,019 | -1,588 | -44.0% | -$68.65万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $86.77万 | 0.01% | 9,571 | -366 | -3.7% | -$3.32万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $86.26万 | 0.01% | 22,202 | 22,202 | — | $86.26万 | 新建仓 |
| QLTA | ISHARES TR | $86.04万 | 0.01% | 18,079 | 18,079 | — | $86.04万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $85.86万 | 0.01% | 18,256 | -2,568 | -12.3% | -$12.08万 | 减仓 |
| IWL | ISHARES TR | $85.76万 | 0.01% | 5,344 | -205 | -3.7% | -$3.29万 | 减仓 |
| VLO | VALERO ENERGY CORP | $85.47万 | 0.01% | 3,459 | 1,130 | 48.5% | $27.92万 | 加仓 |
| KGC | KINROSS GOLD CORP | $84.73万 | 0.01% | 27,763 | 27,763 | — | $84.73万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $84.65万 | 0.01% | 3,061 | -2,469 | -44.6% | -$68.28万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $84.51万 | 0.01% | 13,565 | 651 | 5.0% | $4.06万 | 加仓 |
| USHY | ISHARES TR | $83.63万 | 0.01% | 22,701 | 4,019 | 21.5% | $14.81万 | 加仓 |
| NET | CLOUDFLARE INC | $83.38万 | 0.01% | 4,041 | -2,173 | -35.0% | -$44.84万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $82.92万 | 0.01% | 16,793 | 1,490 | 9.7% | $7.36万 | 加仓 |
| SYY | SYSCO CORP | $82.84万 | 0.01% | 11,613 | -209 | -1.8% | -$1.49万 | 减仓 |
| ETR | ENTERGY CORP NEW | $82.73万 | 0.01% | 7,363 | 4,853 | 193.3% | $54.53万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $82.35万 | 0.01% | 37,766 | -8,006 | -17.5% | -$17.46万 | 减仓 |
| ILCG | ISHARES TR | $82.28万 | 0.01% | 8,617 | -566 | -6.2% | -$5.40万 | 减仓 |
| MGK | VANGUARD WORLD FD | $82.26万 | 0.01% | 2,239 | 1,272 | 131.5% | $46.73万 | 加仓 |
| IDXX | IDEXX LABS INC | $82.26万 | 0.01% | 1,464 | 192 | 15.1% | $10.79万 | 加仓 |
| EZU | ISHARES INC | $82.19万 | 0.01% | 13,120 | 7,749 | 144.3% | $48.54万 | 加仓 |
| NVS | NOVARTIS AG | $81.76万 | 0.01% | 5,353 | 846 | 18.8% | $12.92万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $81.64万 | 0.01% | 65,794 | 1,459 | 2.3% | $1.81万 | 加仓 |
| CMI | CUMMINS INC | $81.57万 | 0.01% | 1,516 | 292 | 23.9% | $15.71万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $81.23万 | 0.01% | 14,426 | 408 | 2.9% | $2.30万 | 加仓 |
| USMF | WISDOMTREE TR | $81.09万 | 0.01% | 16,421 | 4,018 | 32.4% | $19.84万 | 加仓 |
| AEE | AMEREN CORP | $80.94万 | 0.01% | 7,363 | 864 | 13.3% | $9.50万 | 加仓 |
| IYW | ISHARES TR | $80.93万 | 0.01% | 4,461 | -8,344 | -65.2% | -$151.37万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $80.65万 | 0.01% | 20,027 | 11 | 0.1% | $443 | 加仓 |
| DON | WISDOMTREE TR | $80.64万 | 0.01% | 15,349 | 219 | 1.4% | $1.15万 | 加仓 |
| FNV | FRANCO NEV CORP | $80.56万 | 0.01% | 3,261 | 3,261 | — | $80.56万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $80.42万 | 0.01% | 8,921 | 949 | 11.9% | $8.55万 | 加仓 |
| UI | UBIQUITI INC | $80.37万 | 0.01% | 1,017 | 1,017 | — | $80.37万 | 新建仓 |
| IHI | ISHARES TR | $80.26万 | 0.01% | 15,045 | 4,452 | 42.0% | $23.75万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $79.51万 | 0.01% | 24,838 | -1,031 | -4.0% | -$3.30万 | 减仓 |
| ASST | STRIVE INC | $79.42万 | 0.01% | 79,262 | 79,262 | — | $79.42万 | 新建仓 |
| PPG | PPG INDS INC | $79.15万 | 0.01% | 7,406 | 101 | 1.4% | $1.08万 | 加仓 |
| CTVA | CORTEVA INC | $79.12万 | 0.01% | 9,452 | 218 | 2.4% | $1.82万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $78.96万 | 0.01% | 15,852 | 15,852 | — | $78.96万 | 新建仓 |
| WY | WEYERHAEUSER CO | $78.92万 | 0.01% | 32,306 | -247 | -0.8% | -$6,034 | 减仓 |
| BRO | BROWN & BROWN INC | $78.85万 | 0.01% | 12,091 | -20,041 | -62.4% | -$130.69万 | 减仓 |
| ZECP | ZACKS TRUST | $78.56万 | 0.01% | 23,223 | -1,444 | -5.9% | -$4.89万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $78.18万 | 0.01% | 23,088 | 6,305 | 37.6% | $21.35万 | 加仓 |
| DLN | WISDOMTREE TR | $77.74万 | 0.01% | 8,703 | -2 | -0.0% | -$179 | 减仓 |
| — | EA SERIES TRUST | $77.38万 | 0.01% | 22,025 | -59 | -0.3% | -$2,073 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $77.25万 | 0.01% | 10,844 | 10,844 | — | $77.25万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $76.78万 | 0.01% | 1,765 | 285 | 19.3% | $12.40万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $76.41万 | 0.01% | 35,212 | 1,812 | 5.4% | $3.93万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $76.16万 | 0.01% | 28,675 | 28,675 | — | $76.16万 | 新建仓 |
| — | MEDIWOUND LTD | $76.15万 | 0.01% | 47,271 | -727 | -1.5% | -$1.17万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $76.13万 | 0.01% | 22,378 | -864 | -3.7% | -$2.94万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $75.03万 | 0.01% | 11,719 | -520 | -4.2% | -$3.33万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $74.97万 | 0.01% | 18,362 | 4,136 | 29.1% | $16.89万 | 加仓 |
| XEL | XCEL ENERGY INC | $74.82万 | 0.01% | 9,353 | 1,306 | 16.2% | $10.45万 | 加仓 |
| VDE | VANGUARD WORLD FD | $74.80万 | 0.01% | 4,323 | -78 | -1.8% | -$1.35万 | 减仓 |
| ENFR | ALPS ETF TR | $74.53万 | 0.01% | 19,505 | 561 | 3.0% | $2.14万 | 加仓 |
| DOW | DOW HLDGS INC | $74.46万 | 0.01% | 17,877 | 1,928 | 12.1% | $8.03万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $74.36万 | 0.01% | 38,407 | 38,407 | — | $74.36万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $74.31万 | 0.01% | 3,144 | 8 | 0.3% | $1,891 | 加仓 |
| SHY | ISHARES TR | $74.30万 | 0.01% | 8,998 | -21 | -0.2% | -$1,734 | 减仓 |
| — | KRANESHARES TRUST | $74.04万 | 0.01% | 39,571 | 353 | 0.9% | $6,605 | 加仓 |
| BUXX | EA SERIES TRUST | $73.99万 | 0.01% | 36,546 | -59,720 | -62.0% | -$120.90万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $73.91万 | 0.01% | 8,919 | 8,919 | — | $73.91万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $73.07万 | 0.01% | 35,800 | 436 | 1.2% | $8,899 | 加仓 |
| BP | BP PLC | $72.71万 | 0.01% | 15,469 | -2,398 | -13.4% | -$11.27万 | 减仓 |
| EQIX | EQUINIX INC | $72.66万 | 0.01% | 741 | -10 | -1.3% | -$9,806 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $72.65万 | 0.01% | 9,236 | 494 | 5.7% | $3.89万 | 加仓 |
| VDC | VANGUARD WORLD FD | $72.64万 | 0.01% | 3,235 | 21 | 0.7% | $4,716 | 加仓 |
| VAW | VANGUARD WORLD FD | $72.50万 | 0.01% | 3,217 | 6 | 0.2% | $1,352 | 加仓 |
| UTES | ETFIS SER TR I | $72.01万 | 0.01% | 9,012 | 700 | 8.4% | $5.59万 | 加仓 |
| — | ISHARES TR | $71.68万 | 0.01% | 21,512 | 21,512 | — | $71.68万 | 新建仓 |
| RDNT | RADNET INC | $70.80万 | 0.01% | 12,668 | 105 | 0.8% | $5,868 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $70.76万 | 0.01% | 19,251 | 8,445 | 78.2% | $31.04万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $70.55万 | 0.01% | 2,320 | 1,168 | 101.4% | $35.52万 | 加仓 |
| AGGY | WISDOMTREE TR | $70.54万 | 0.01% | 16,234 | -2,483 | -13.3% | -$10.79万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $70.28万 | 0.01% | 7,945 | -418 | -5.0% | -$3.70万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $69.81万 | 0.01% | 32,714 | -2,551 | -7.2% | -$5.44万 | 减仓 |
| ALL | ALLSTATE CORP | $69.46万 | 0.01% | 3,333 | 174 | 5.5% | $3.63万 | 加仓 |
| EXC | EXELON CORP | $69.34万 | 0.01% | 14,145 | 235 | 1.7% | $1.15万 | 加仓 |
| AME | AMETEK INC | $69.19万 | 0.01% | 3,228 | 172 | 5.6% | $3.69万 | 加仓 |