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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $114.95万 | 0.01% | 44,298 | -7,789 | -15.0% | -$20.21万 | 减仓 |
| NET | CLOUDFLARE INC | $114.58万 | 0.01% | 4,671 | 630 | 15.6% | $15.45万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $114.54万 | 0.01% | 30,047 | -1,050 | -3.4% | -$4.00万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $114.05万 | 0.01% | 38,609 | -630 | -1.6% | -$1.86万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $114.02万 | 0.01% | 15,440 | 15,440 | — | $114.02万 | 新建仓 |
| CHPX | GLOBAL X FDS | $112.95万 | 0.01% | 10,625 | 10,625 | — | $112.95万 | 新建仓 |
| NOV | NOV INC | $112.93万 | 0.01% | 60,881 | -56 | -0.1% | -$1,039 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $112.73万 | 0.01% | 19,006 | 7,552 | 65.9% | $44.79万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $112.51万 | 0.01% | 2,265 | 836 | 58.5% | $41.53万 | 加仓 |
| SYY | SYSCO CORP | $112.04万 | 0.01% | 13,405 | 1,792 | 15.4% | $14.98万 | 加仓 |
| IONQ | IONQ INC | $109.77万 | 0.01% | 20,610 | 4,936 | 31.5% | $26.29万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $109.71万 | 0.01% | 14,958 | 532 | 3.7% | $3.90万 | 加仓 |
| NEM | NEWMONT CORP | $109.62万 | 0.01% | 11,736 | -4,751 | -28.8% | -$44.38万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $109.09万 | 0.01% | 42,349 | 42,349 | — | $109.09万 | 新建仓 |
| TAFI | AB ACTIVE ETFS INC | $108.58万 | 0.01% | 43,052 | -5,898 | -12.0% | -$14.87万 | 减仓 |
| TGT | TARGET CORP | $108.53万 | 0.01% | 8,309 | -6,199 | -42.7% | -$80.97万 | 减仓 |
| VRSN | VERISIGN INC | $108.23万 | 0.01% | 4,302 | -75 | -1.7% | -$1.89万 | 减仓 |
| IVLU | ISHARES TR | $107.90万 | 0.01% | 25,802 | 10,055 | 63.9% | $42.05万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $107.71万 | 0.01% | 14,686 | 1,121 | 8.3% | $8.22万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $107.51万 | 0.01% | 21,511 | -4 | -0.0% | -$200 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $107.40万 | 0.01% | 104,170 | 1,192 | 1.2% | $1.23万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $106.99万 | 0.01% | 15,398 | -42 | -0.3% | -$2,918 | 减仓 |
| MAGS | LISTED FDS TR | $106.84万 | 0.01% | 16,616 | 7,999 | 92.8% | $51.43万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $106.66万 | 0.01% | 18,282 | 68 | 0.4% | $3,967 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $106.59万 | 0.01% | 3,636 | -187 | -4.9% | -$5.48万 | 减仓 |
| BLCV | BLACKROCK ETF TRUST | $106.56万 | 0.01% | 25,794 | 9,976 | 63.1% | $41.21万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $106.49万 | 0.01% | 69,375 | 6,221 | 9.9% | $9.55万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $106.12万 | 0.01% | 25,940 | 25,940 | — | $106.12万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $105.83万 | 0.01% | 9,298 | 9,298 | — | $105.83万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $105.14万 | 0.01% | 3,342 | 80 | 2.5% | $2.52万 | 加仓 |
| USHY | ISHARES TR | $104.12万 | 0.01% | 28,125 | 5,424 | 23.9% | $20.08万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $104.05万 | 0.01% | 11,191 | -2,099 | -15.8% | -$19.52万 | 减仓 |
| NTAP | NETAPP INC | $104.00万 | 0.01% | 6,720 | 72 | 1.1% | $1.11万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $103.40万 | 0.01% | 25,703 | -282 | -1.1% | -$1.13万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $103.01万 | 0.01% | 39,794 | 39,794 | — | $103.01万 | 新建仓 |
| MSCI | MSCI INC | $102.26万 | 0.01% | 1,826 | 48 | 2.7% | $2.69万 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $101.83万 | 0.01% | 94,816 | -2,876 | -2.9% | -$3.09万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $101.73万 | 0.01% | 2,711 | 886 | 48.5% | $33.25万 | 加仓 |
| ILCG | ISHARES TR | $99.88万 | 0.01% | 8,535 | -82 | -1.0% | -$9,596 | 减仓 |
| CMS | CMS ENERGY CORP | $99.80万 | 0.01% | 13,046 | 843 | 6.9% | $6.45万 | 加仓 |
| LEN | LENNAR CORP | $99.04万 | 0.01% | 10,944 | 8,131 | 289.1% | $73.58万 | 加仓 |
| IGV | ISHARES TR | $98.58万 | 0.01% | 10,881 | -2,226 | -17.0% | -$20.17万 | 重新持有 |
| ASTS | AST SPACEMOBILE INC | $97.58万 | 0.01% | 10,981 | 2,062 | 23.1% | $18.32万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $97.56万 | 0.01% | 6,887 | -1,019 | -12.9% | -$14.43万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $97.31万 | 0.01% | 46,783 | 30,836 | 193.4% | $64.14万 | 加仓 |
| IWL | ISHARES TR | $96.91万 | 0.01% | 5,240 | -104 | -1.9% | -$1.92万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $96.87万 | 0.01% | 30,646 | 1,581 | 5.4% | $5.00万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $96.45万 | 0.01% | 14,150 | 809 | 6.1% | $5.51万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $96.41万 | 0.01% | 14,515 | 339 | 2.4% | $2.25万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $96.09万 | 0.01% | 19,944 | 1,688 | 9.2% | $8.13万 | 加仓 |
| AMLP | ALPS ETF TR | $95.84万 | 0.01% | 18,484 | -153 | -0.8% | -$7,933 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $95.74万 | 0.01% | 23,811 | 723 | 3.1% | $2.91万 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $95.68万 | 0.01% | 50,421 | 423 | 0.8% | $8,027 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $95.26万 | 0.01% | 18,093 | -231 | -1.3% | -$1.22万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $94.90万 | 0.01% | 38,532 | 125 | 0.3% | $3,079 | 加仓 |
| AMT | AMERICAN TOWER CORP | $94.86万 | 0.01% | 5,737 | -75 | -1.3% | -$1.24万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $94.53万 | 0.01% | 3,979 | 869 | 27.9% | $20.64万 | 加仓 |
| RWR | SPDR SERIES TRUST | $93.82万 | 0.01% | 8,305 | -451 | -5.2% | -$5.09万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $93.80万 | 0.01% | 18,511 | 18,511 | — | $93.80万 | 新建仓 |
| D | DOMINION ENERGY INC | $93.57万 | 0.01% | 13,701 | 2,621 | 23.7% | $17.90万 | 加仓 |
| EPS | WISDOMTREE TR | $93.53万 | 0.01% | 12,024 | -1,331 | -10.0% | -$10.35万 | 减仓 |
| — | ISHARES TR | $93.27万 | 0.01% | 23,636 | 2,124 | 9.9% | $8.38万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $93.00万 | 0.01% | 35,851 | 35,851 | — | $93.00万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $92.72万 | 0.01% | 8,155 | -766 | -8.6% | -$8.71万 | 减仓 |
| ETR | ENTERGY CORP NEW | $92.60万 | 0.01% | 8,062 | 699 | 9.5% | $8.03万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $92.45万 | 0.01% | 54,066 | 6 | 0.0% | $103 | 加仓 |
| USIG | ISHARES TR | $92.32万 | 0.01% | 17,999 | 7,072 | 64.7% | $36.27万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $92.17万 | 0.01% | 13,171 | 10,211 | 345.0% | $71.45万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $92.11万 | 0.01% | 21,581 | 139 | 0.6% | $5,933 | 加仓 |
| BG | BUNGE GLOBAL SA | $91.84万 | 0.01% | 8,605 | 6,121 | 246.4% | $65.33万 | 加仓 |
| KR | KROGER CO | $91.65万 | 0.01% | 16,505 | 1,869 | 12.8% | $10.38万 | 加仓 |
| MGC | VANGUARD WORLD FD | $90.57万 | 0.01% | 3,310 | 166 | 5.3% | $4.54万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $89.69万 | 0.01% | 2,154 | 389 | 22.0% | $16.20万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $89.53万 | 0.01% | 22,311 | 127 | 0.6% | $5,096 | 加仓 |
| PPG | PPG INDS INC | $89.22万 | 0.01% | 7,356 | -50 | -0.7% | -$6,064 | 减仓 |
| BUXX | EA SERIES TRUST | $89.16万 | 0.01% | 44,051 | 7,505 | 20.5% | $15.19万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $89.10万 | 0.01% | 3,226 | 15 | 0.5% | $4,143 | 加仓 |
| ALLY | ALLY FINL INC | $89.10万 | 0.01% | 19,390 | 19,390 | — | $89.10万 | 新建仓 |
| UJAN | INNOVATOR ETFS TRUST | $89.07万 | 0.01% | 19,649 | 7,173 | 57.5% | $32.52万 | 加仓 |
| ARKK | ARK ETF TR | $88.79万 | 0.01% | 10,986 | 5,696 | 107.7% | $46.04万 | 加仓 |
| IXP | ISHARES TR | $88.50万 | 0.01% | 7,842 | -454 | -5.5% | -$5.12万 | 减仓 |
| IDV | ISHARES TR | $88.23万 | 0.01% | 21,297 | -722 | -3.3% | -$2.99万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $87.93万 | 0.01% | 8,550 | -1,219 | -12.5% | -$12.54万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $87.45万 | 0.01% | 3,231 | 100 | 3.2% | $2.71万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $87.22万 | 0.01% | 37,776 | 2,564 | 7.3% | $5.92万 | 加仓 |
| UTES | ETFIS SER TR I | $86.94万 | 0.01% | 10,636 | 1,624 | 18.0% | $13.27万 | 加仓 |
| SHAK | SHAKE SHACK INC | $86.74万 | 0.01% | 15,484 | 661 | 4.5% | $3.70万 | 加仓 |
| BRO | BROWN & BROWN INC | $85.65万 | 0.01% | 13,351 | 1,260 | 10.4% | $8.08万 | 加仓 |
| AEE | AMEREN CORP | $85.50万 | 0.01% | 7,564 | 201 | 2.7% | $2.27万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $85.43万 | 0.01% | 36,967 | -799 | -2.1% | -$1.85万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $85.39万 | 0.01% | 2,680 | -381 | -12.4% | -$12.14万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $85.30万 | 0.01% | 12,332 | 613 | 5.2% | $4.24万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $84.82万 | 0.01% | 4,825 | -29 | -0.6% | -$5,098 | 减仓 |
| NVS | NOVARTIS AG | $84.53万 | 0.01% | 5,394 | 41 | 0.8% | $6,425 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $84.44万 | 0.01% | 3,166 | -3,423 | -52.0% | -$91.30万 | 减仓 |
| WY | WEYERHAEUSER CO | $84.44万 | 0.01% | 35,270 | 2,964 | 9.2% | $7.10万 | 加仓 |
| USMF | WISDOMTREE TR | $84.31万 | 0.01% | 15,542 | -879 | -5.4% | -$4.77万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $83.94万 | 0.01% | 37,288 | 37,288 | — | $83.94万 | 新建仓 |
| GSK | GSK PLC | $83.85万 | 0.01% | 15,858 | 127 | 0.8% | $6,716 | 加仓 |
| DON | WISDOMTREE TR | $83.71万 | 0.01% | 14,810 | -539 | -3.5% | -$3.05万 | 减仓 |