SUMMIT WEALTH & RETIREMENT PLANNING, INC.
EAGLE ID · SEC CIK 0001766995
$4.72亿2026Q2 申报市值
113持仓数
68.0%前十大占比 · 第一大 13.1%
7 / 3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
EA SERIES TRUST 新建仓+$321.20万
SCHV 加仓+$183.97万
DISV 加仓+$118.60万
BOXX 加仓+$82.08万
DBMF 加仓+$79.09万
2026Q2 卖出最多 按季末市值估算
EEM 减仓-$56.69万
AAUS 减仓-$52.46万
AAPL 减仓-$46.18万
VOO 减仓-$43.68万
EFA 减仓-$40.48万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $658.84万 | 1.40% | 227,501 | -12,718 | -5.3% | -$36.83万 | 减仓 |
| AAPL | APPLE INC | $664.26万 | 1.41% | 22,956 | -1,596 | -6.5% | -$46.18万 | 减仓 |
| IWM | ISHARES TR | $675.68万 | 1.43% | 22,489 | -448 | -2.0% | -$13.46万 | 减仓 |
| EFA | ISHARES TR | $893.69万 | 1.89% | 86,031 | -3,897 | -4.3% | -$40.48万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $917.48万 | 1.94% | 12,286 | -92 | -0.7% | -$6.87万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,068.07万 | 2.26% | 266,152 | 29,555 | 12.5% | $118.60万 | 加仓 |
| IWD | ISHARES TR | $1,419.95万 | 3.01% | 58,572 | -549 | -0.9% | -$13.31万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,797.32万 | 3.81% | 153,499 | 7,010 | 4.8% | $82.08万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,841.69万 | 3.90% | 507,913 | 7,330 | 1.5% | $26.58万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,954.27万 | 4.14% | 638,441 | 25,837 | 4.2% | $79.09万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,219.78万 | 4.70% | 614,388 | 20,448 | 3.4% | $73.88万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2,343.90万 | 4.97% | 129,390 | 1,001 | 0.8% | $18.13万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $3,257.42万 | 6.90% | 1,175,965 | 21,152 | 1.8% | $58.59万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,150.56万 | 10.91% | 1,522,032 | 4,593 | 0.3% | $15.54万 | 加仓 |
| MGC | VANGUARD WORLD FD | $5,943.88万 | 12.59% | 217,223 | 1,705 | 0.8% | $46.65万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $6,185.86万 | 13.11% | 1,777,034 | 52,850 | 3.1% | $183.97万 | 加仓 |