SUMMIT WEALTH & RETIREMENT PLANNING, INC.
EAGLE ID · SEC CIK 0001766995
$4.19亿2026Q1 申报市值
108持仓数
68.3%前十大占比 · 第一大 12.5%
5 / 8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
DISV 新建仓+$933.14万
AAUA 新建仓+$198.01万
AVDV 新建仓+$193.43万
SCHV 加仓+$51.29万
DBMF 加仓+$40.17万
2026Q1 卖出最多 按季末市值估算
SCHF 减仓-$807.44万
GLTR 减仓-$264.56万
EFA 减仓-$77.11万
IBIT 清仓-$34.89万
SCHG 减仓-$32.20万
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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TR | $477.85万 | 1.14% | 84,144 | -1,318 | -1.5% | -$7.48万 | 减仓 |
| IWM | ISHARES TR | $568.83万 | 1.36% | 22,937 | -447 | -1.9% | -$11.09万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $602.95万 | 1.44% | 240,219 | -456 | -0.2% | -$1.14万 | 减仓 |
| AAPL | APPLE INC | $623.11万 | 1.49% | 24,552 | -123 | -0.5% | -$3.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $804.99万 | 1.92% | 12,378 | 98 | 0.8% | $6.37万 | 加仓 |
| EFA | ISHARES TR | $873.47万 | 2.08% | 89,928 | -7,939 | -8.1% | -$77.11万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $933.14万 | 2.23% | 236,597 | 236,597 | — | $933.14万 | 新建仓 |
| IWD | ISHARES TR | $1,263.23万 | 3.01% | 59,121 | -387 | -0.7% | -$8.27万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,649.42万 | 3.94% | 500,583 | 1,539 | 0.3% | $5.07万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,703.52万 | 4.06% | 146,489 | 1,141 | 0.8% | $13.27万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,727.18万 | 4.12% | 593,940 | 13,480 | 2.3% | $39.20万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,847.00万 | 4.41% | 612,604 | 13,322 | 2.2% | $40.17万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2,808.12万 | 6.70% | 128,389 | -12,096 | -8.6% | -$264.56万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,858.16万 | 6.82% | 1,154,813 | -326,240 | -22.0% | -$807.44万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,420.30万 | 10.55% | 1,517,439 | -11,055 | -0.7% | -$32.20万 | 减仓 |
| MGC | VANGUARD WORLD FD | $5,093.77万 | 12.15% | 215,518 | 1,264 | 0.6% | $29.87万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $5,258.76万 | 12.55% | 1,724,184 | 16,817 | 1.0% | $51.29万 | 加仓 |