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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $5.56亿 | 7.08% | 1,731,717 | 70,480 | 4.2% | $2,261.07万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.59亿 | 3.30% | 3,452,220 | 113,088 | 3.4% | $849.29万 | 加仓 |
| AAPL | APPLE INC | $1.68亿 | 2.13% | 660,017 | 128,039 | 24.1% | $3,249.50万 | 加仓 |
| IVV | ISHARES TR | $1.67亿 | 2.13% | 255,954 | 25,678 | 11.2% | $1,677.31万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.24亿 | 1.58% | 284,069 | 40,837 | 16.8% | $1,783.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.20亿 | 1.53% | 689,910 | 56,146 | 8.9% | $979.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.08亿 | 1.38% | 552,948 | 71,111 | 14.8% | $1,395.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,695.05万 | 1.24% | 148,667 | 3,081 | 2.1% | $200.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,679.00万 | 1.23% | 161,978 | 6,504 | 4.2% | $388.65万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $8,944.56万 | 1.14% | 1,663,485 | 304,173 | 22.4% | $1,635.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,778.16万 | 1.12% | 237,139 | 15,639 | 7.1% | $578.91万 | 加仓 |
| AMZN | AMAZON COM INC | $8,496.03万 | 1.08% | 407,933 | 53,202 | 15.0% | $1,108.04万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,187.28万 | 1.04% | 344,553 | 2,324 | 0.7% | $55.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,978.12万 | 1.02% | 166,488 | 5,749 | 3.6% | $275.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $7,095.01万 | 0.90% | 122,925 | 12,507 | 11.3% | $721.88万 | 加仓 |
| PYLD | PIMCO ETF TR | $6,541.91万 | 0.83% | 2,496,913 | 114,819 | 4.8% | $300.83万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $6,442.42万 | 0.82% | 657,994 | 376,074 | 133.4% | $3,682.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,772.58万 | 0.74% | 196,239 | 7,969 | 4.2% | $234.42万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $5,462.63万 | 0.70% | 965,471 | 562,028 | 139.3% | $3,179.95万 | 加仓 |
| GOOG | ALPHABET INC | $5,326.70万 | 0.68% | 185,690 | 76,613 | 70.2% | $2,197.72万 | 加仓 |
| IBDY | ISHARES TR | $5,269.90万 | 0.67% | 2,038,645 | 86,500 | 4.4% | $223.60万 | 加仓 |
| IEFA | ISHARES TR | $5,126.03万 | 0.65% | 566,224 | 78,022 | 16.0% | $706.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,964.38万 | 0.63% | 774,716 | 57,968 | 8.1% | $371.46万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,830.91万 | 0.62% | 330,251 | -18,710 | -5.4% | -$273.69万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $4,688.94万 | 0.60% | 215,831 | 19,510 | 9.9% | $423.86万 | 加仓 |
| META | META PLATFORMS INC | $4,616.11万 | 0.59% | 80,683 | 23,907 | 42.1% | $1,367.79万 | 加仓 |
| IBDZ | ISHARES TR | $4,574.49万 | 0.58% | 1,755,367 | 97,912 | 5.9% | $255.16万 | 加仓 |
| AVGO | BROADCOM INC | $4,367.32万 | 0.56% | 141,104 | 42,365 | 42.9% | $1,311.24万 | 加仓 |
| SHV | ISHARES TR | $4,203.65万 | 0.54% | 380,800 | 155,560 | 69.1% | $1,717.23万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $4,021.95万 | 0.51% | 774,495 | 350,908 | 82.8% | $1,822.26万 | 加仓 |
| IBDX | ISHARES TR | $4,004.22万 | 0.51% | 1,584,574 | 62,836 | 4.1% | $158.79万 | 加仓 |
| IBDW | ISHARES TR | $3,977.19万 | 0.51% | 1,900,235 | 73,739 | 4.0% | $154.34万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $3,705.13万 | 0.47% | 807,393 | 50,055 | 6.6% | $229.70万 | 加仓 |
| TSLA | TESLA INC | $3,702.72万 | 0.47% | 99,602 | -992 | -1.0% | -$36.88万 | 减仓 |
| IWM | ISHARES TR | $3,679.95万 | 0.47% | 148,385 | 14,697 | 11.0% | $364.49万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,671.27万 | 0.47% | 127,839 | 14,415 | 12.7% | $413.97万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $3,593.64万 | 0.46% | 195,010 | 26,289 | 15.6% | $484.45万 | 加仓 |
| IBDV | ISHARES TR | $3,523.49万 | 0.45% | 1,609,633 | 35,076 | 2.2% | $76.78万 | 加仓 |
| EFAV | ISHARES TR | $3,420.18万 | 0.44% | 374,321 | 2,662 | 0.7% | $24.32万 | 加仓 |
| IUSB | ISHARES TR | $3,299.84万 | 0.42% | 714,406 | 115,470 | 19.3% | $533.36万 | 加仓 |
| AGG | ISHARES TR | $3,187.67万 | 0.41% | 321,111 | 15,317 | 5.0% | $152.05万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $3,167.15万 | 0.40% | 241,389 | -66,586 | -21.6% | -$873.64万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,144.68万 | 0.40% | 37,172 | 7,860 | 26.8% | $664.94万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,101.95万 | 0.40% | 80,906 | 8,420 | 11.6% | $322.82万 | 加仓 |
| TLT | ISHARES TR | $3,077.97万 | 0.39% | 355,054 | -16,449 | -4.4% | -$142.60万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,031.06万 | 0.39% | 366,291 | 16,221 | 4.6% | $134.23万 | 加仓 |
| WMT | WALMART INC | $3,023.11万 | 0.39% | 242,768 | -16,615 | -6.4% | -$206.90万 | 减仓 |
| — | EXXON MOBIL CORP | $2,983.93万 | 0.38% | 175,877 | 6,596 | 3.9% | $111.91万 | 加仓 |
| IJH | ISHARES TR | $2,950.43万 | 0.38% | 436,907 | 4,163 | 1.0% | $28.11万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,934.84万 | 0.37% | 152,920 | 1,154 | 0.8% | $22.15万 | 加仓 |
| ITOT | ISHARES TR | $2,920.05万 | 0.37% | 205,017 | 49,610 | 31.9% | $706.59万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,904.08万 | 0.37% | 118,805 | 17,779 | 17.6% | $434.59万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,883.26万 | 0.37% | 110,082 | 11,851 | 12.1% | $310.40万 | 加仓 |
| IEMG | ISHARES INC | $2,789.90万 | 0.36% | 399,985 | 151,157 | 60.7% | $1,054.32万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,733.46万 | 0.35% | 938,366 | 145,401 | 18.3% | $423.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,611.99万 | 0.33% | 26,213 | 7,796 | 42.3% | $776.83万 | 加仓 |
| CAT | CATERPILLAR INC | $2,611.76万 | 0.33% | 36,865 | 23,931 | 185.0% | $1,695.43万 | 加仓 |
| LLY | ELI LILLY & CO | $2,605.09万 | 0.33% | 28,323 | 13,074 | 85.7% | $1,202.52万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,592.78万 | 0.33% | 321,765 | 129,307 | 67.2% | $1,041.96万 | 加仓 |
| IBDU | ISHARES TR | $2,590.48万 | 0.33% | 1,113,705 | 45,142 | 4.2% | $105.00万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $2,543.51万 | 0.32% | 210,653 | -4,382 | -2.0% | -$52.91万 | 减仓 |
| GLD | SPDR GOLD TR | $2,480.56万 | 0.32% | 57,649 | -2,735 | -4.5% | -$117.68万 | 减仓 |
| IVE | ISHARES TR | $2,420.67万 | 0.31% | 114,642 | 5,888 | 5.4% | $124.33万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,285.29万 | 0.29% | 422,809 | 44,907 | 11.9% | $242.72万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,283.72万 | 0.29% | 916,786 | 303,912 | 49.6% | $757.05万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,262.58万 | 0.29% | 256,644 | -13,492 | -5.0% | -$118.95万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,247.33万 | 0.29% | 490,694 | 62,127 | 14.5% | $284.54万 | 加仓 |
| AIQ | GLOBAL X FDS | $2,245.27万 | 0.29% | 481,095 | 15,858 | 3.4% | $74.01万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,188.39万 | 0.28% | 147,764 | 24,463 | 19.8% | $362.30万 | 加仓 |
| NFLX | NETFLIX INC. | $2,183.90万 | 0.28% | 227,135 | 27,638 | 13.9% | $265.74万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,101.07万 | 0.27% | 532,862 | 9,847 | 1.9% | $38.83万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,086.27万 | 0.27% | 44,945 | 150 | 0.3% | $6.96万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,083.30万 | 0.27% | 215,439 | 3,403 | 1.6% | $32.91万 | 加仓 |
| V | VISA INC | $2,011.79万 | 0.26% | 66,563 | 19,842 | 42.5% | $599.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,969.86万 | 0.25% | 768,276 | 142,076 | 22.7% | $364.28万 | 加仓 |
| ABBV | ABBVIE INC | $1,936.30万 | 0.25% | 89,029 | 20,873 | 30.6% | $453.97万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $1,932.80万 | 0.25% | 249,107 | 11,161 | 4.7% | $86.60万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1,884.34万 | 0.24% | 1,032,515 | 8,087 | 0.8% | $14.76万 | 加仓 |
| IWF | ISHARES TR | $1,880.45万 | 0.24% | 44,101 | 3,664 | 9.1% | $156.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,855.97万 | 0.24% | 54,302 | 39,208 | 259.8% | $1,340.08万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,828.61万 | 0.23% | 407,716 | 3,975 | 1.0% | $17.83万 | 加仓 |
| IWD | ISHARES TR | $1,805.31万 | 0.23% | 84,490 | 21,282 | 33.7% | $454.73万 | 加仓 |
| MRK | MERCK & CO INC | $1,797.86万 | 0.23% | 148,433 | 10,688 | 7.8% | $129.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,784.96万 | 0.23% | 210,391 | 5,685 | 2.8% | $48.23万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,776.56万 | 0.23% | 355,384 | 68,316 | 23.8% | $341.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,709.69万 | 0.22% | 79,498 | 41,267 | 107.9% | $887.49万 | 加仓 |
| IJR | ISHARES TR | $1,630.83万 | 0.21% | 131,190 | -12,995 | -9.0% | -$161.54万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,625.88万 | 0.21% | 122,339 | 26,658 | 27.9% | $354.28万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,619.23万 | 0.21% | 47,782 | -5 | -0.0% | -$1,694 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,617.25万 | 0.21% | 39,669 | 13,312 | 50.5% | $542.71万 | 加仓 |
| EWJ | ISHARES INC | $1,590.78万 | 0.20% | 188,392 | -2,764 | -1.4% | -$23.34万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,586.19万 | 0.20% | 517,010 | 17,546 | 3.5% | $53.83万 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $1,562.47万 | 0.20% | 83,000 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $1,557.95万 | 0.20% | 341,282 | 238,787 | 233.0% | $1,090.06万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,544.85万 | 0.20% | 200,344 | 93,670 | 87.8% | $722.29万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1,525.69万 | 0.19% | 625,539 | -229,570 | -26.8% | -$559.92万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $1,506.60万 | 0.19% | 672,888 | 672,888 | — | $1,506.60万 | 新建仓 |
| IGSB | ISHARES TR | $1,459.14万 | 0.19% | 277,614 | -31,313 | -10.1% | -$164.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,446.92万 | 0.18% | 69,933 | 16,555 | 31.0% | $342.52万 | 加仓 |
| IWO | ISHARES TR | $1,438.39万 | 0.18% | 45,836 | 5,246 | 12.9% | $164.63万 | 加仓 |