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 |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,300 | -100.0% | -$28.54万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -656 | -100.0% | -$23.08万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,459 | -100.0% | -$22.09万 | 清仓 |
| ABX | ABACUS GLOBAL MGMT INC | $10.71万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $14.56万 | 0.03% | 35,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $20.09万 | 0.04% | 171 | 171 | — | $20.09万 | 新建仓 |
| CB | CHUBB LIMITED | $20.61万 | 0.04% | 605 | 605 | — | $20.61万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.98万 | 0.04% | 1,755 | 1,755 | — | $20.98万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.23万 | 0.04% | 490 | 490 | — | $21.23万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.64万 | 0.05% | 414 | 414 | — | $21.64万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.69万 | 0.05% | 300 | 300 | — | $21.69万 | 新建仓 |
| MCD | MCDONALDS CORP | $22.27万 | 0.05% | 824 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.71万 | 0.05% | 2,359 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.85万 | 0.05% | 2,433 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.98万 | 0.05% | 2,210 | 131 | 6.3% | $1.36万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $23.08万 | 0.05% | 2,907 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $23.12万 | 0.05% | 8,677 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $24.11万 | 0.05% | 3,336 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $24.53万 | 0.05% | 4,183 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $25.06万 | 0.05% | 1,512 | 106 | 7.5% | $1.76万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $25.75万 | 0.05% | 2,612 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $25.83万 | 0.05% | 691 | -279 | -28.8% | -$10.43万 | 重新持有 |
| IUSV | ISHARES TR | $25.83万 | 0.05% | 2,345 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $26.67万 | 0.06% | 953 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $27.76万 | 0.06% | 1,405 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.67万 | 0.06% | 2,023 | -182 | -8.3% | -$2.67万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $29.93万 | 0.06% | 2,465 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $30.05万 | 0.06% | 2,724 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $31.04万 | 0.07% | 4,025 | 54 | 1.4% | $4,164 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.65万 | 0.07% | 7,135 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $32.32万 | 0.07% | 658 | -135 | -17.0% | -$6.63万 | 减仓 |
| VV | VANGUARD INDEX FDS | $34.60万 | 0.07% | 1,006 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $35.68万 | 0.08% | 3,932 | -55 | -1.4% | -$4,991 | 减仓 |
| DE | DEERE & CO | $35.84万 | 0.08% | 565 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $35.93万 | 0.08% | 1,142 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $35.95万 | 0.08% | 4,350 | -986 | -18.5% | -$8.15万 | 减仓 |
| CME | CME GROUP INC | $36.15万 | 0.08% | 1,637 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $36.90万 | 0.08% | 1,172 | -16 | -1.3% | -$5,037 | 减仓 |
| SRE | SEMPRA | $36.98万 | 0.08% | 3,989 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $37.23万 | 0.08% | 1,085 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $38.75万 | 0.08% | 403 | -35 | -8.0% | -$3.37万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $38.90万 | 0.08% | 6,887 | 2,036 | 42.0% | $11.50万 | 加仓 |
| IWB | ISHARES TR | $40.95万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $41.23万 | 0.09% | 992 | -17 | -1.7% | -$7,066 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $41.93万 | 0.09% | 4,544 | -170 | -3.6% | -$1.57万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $42.87万 | 0.09% | 2,250 | -410 | -15.4% | -$7.81万 | 减仓 |
| META | META PLATFORMS INC | $47.82万 | 0.10% | 849 | 1 | 0.1% | $563 | 加仓 |
| CAT | CATERPILLAR INC | $49.30万 | 0.10% | 463 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $50.94万 | 0.11% | 2,757 | -85 | -3.0% | -$1.57万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $52.25万 | 0.11% | 1,410 | -140 | -9.0% | -$5.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $53.46万 | 0.11% | 2,105 | -20 | -0.9% | -$5,079 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.60万 | 0.11% | 573 | -30 | -5.0% | -$2.81万 | 减仓 |
| VO | VANGUARD INDEX FDS | $54.76万 | 0.12% | 6,796 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $56.60万 | 0.12% | 1,102 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $57.86万 | 0.12% | 4,503 | -223 | -4.7% | -$2.87万 | 减仓 |
| MS | MORGAN STANLEY | $61.25万 | 0.13% | 2,930 | -425 | -12.7% | -$8.88万 | 减仓 |
| QQQ | INVESCO QQQ TR | $62.41万 | 0.13% | 848 | -119 | -12.3% | -$8.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $63.36万 | 0.13% | 8,893 | -2,235 | -20.1% | -$15.92万 | 减仓 |
| CSCO | CISCO SYS INC | $63.76万 | 0.14% | 5,429 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $66.36万 | 0.14% | 23,540 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $66.58万 | 0.14% | 7,230 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $68.21万 | 0.14% | 4,022 | -137 | -3.3% | -$2.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $68.38万 | 0.14% | 1,848 | 69 | 3.9% | $2.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $70.07万 | 0.15% | 4,434 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $70.24万 | 0.15% | 3,702 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $71.24万 | 0.15% | 5,211 | -620 | -10.6% | -$8.48万 | 减仓 |
| HDV | ISHARES TR | $76.37万 | 0.16% | 27,861 | 6,761 | 32.0% | $18.53万 | 加仓 |
| HD | HOME DEPOT INC | $79.25万 | 0.17% | 2,247 | -321 | -12.5% | -$11.32万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $79.93万 | 0.17% | 13,391 | 34 | 0.3% | $2,030 | 加仓 |
| SSD | SIMPSON MFG INC | $80.75万 | 0.17% | 3,857 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $83.61万 | 0.18% | 14,673 | -771 | -5.0% | -$4.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $86.28万 | 0.18% | 2,530 | -13 | -0.5% | -$4,433 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $86.57万 | 0.18% | 27,300 | 5,176 | 23.4% | $16.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $90.33万 | 0.19% | 1,555 | 0 | 0.0% | — | 不变 |
| AAUS | EA SERIES TRUST | $92.63万 | 0.20% | 15,504 | -8,780 | -36.2% | -$52.46万 | 减仓 |
| ABBV | ABBVIE INC | $95.67万 | 0.20% | 3,802 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $96.17万 | 0.20% | 4,035 | -99 | -2.4% | -$2.36万 | 减仓 |
| LLY | ELI LILLY & CO | $127.14万 | 0.27% | 1,060 | -200 | -15.9% | -$23.99万 | 减仓 |
| IEFA | ISHARES TR | $144.31万 | 0.31% | 14,942 | -311 | -2.0% | -$3.00万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $179.11万 | 0.38% | 22,647 | 856 | 3.9% | $6.77万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $185.98万 | 0.39% | 21,590 | 788 | 3.8% | $6.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $192.05万 | 0.41% | 3,838 | -7 | -0.2% | -$3,503 | 减仓 |
| NVDA | NVIDIA CORPORATION | $208.73万 | 0.44% | 10,432 | -297 | -2.8% | -$5.94万 | 减仓 |
| AAEQ | EA SERIES TRUST | $209.65万 | 0.44% | 39,418 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $212.35万 | 0.45% | 36,003 | 2,902 | 8.8% | $17.12万 | 加仓 |
| AAUA | EA SERIES TRUST | $230.30万 | 0.49% | 40,458 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $236.42万 | 0.50% | 22,942 | 3,572 | 18.4% | $36.81万 | 加仓 |
| AVGO | BROADCOM INC | $236.58万 | 0.50% | 6,263 | -40 | -0.6% | -$1.51万 | 减仓 |
| GOOG | ALPHABET INC | $251.68万 | 0.53% | 7,123 | -161 | -2.2% | -$5.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $261.93万 | 0.56% | 8,002 | -100 | -1.2% | -$3.27万 | 减仓 |
| TSLA | TESLA INC | $275.91万 | 0.58% | 6,560 | -97 | -1.5% | -$4.08万 | 减仓 |
| VB | VANGUARD INDEX FDS | $295.66万 | 0.63% | 9,754 | 120 | 1.2% | $3.64万 | 加仓 |
| — | EA SERIES TRUST | $321.20万 | 0.68% | 62,800 | 62,800 | — | $321.20万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $337.74万 | 0.72% | 15,498 | -666 | -4.1% | -$14.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $432.07万 | 0.92% | 11,583 | -20 | -0.2% | -$7,460 | 减仓 |
| VOO | VANGUARD INDEX FDS | $458.30万 | 0.97% | 6,673 | -636 | -8.7% | -$43.68万 | 减仓 |
| GOOGL | ALPHABET INC | $479.95万 | 1.02% | 13,430 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $480.51万 | 1.02% | 19,775 | -522 | -2.6% | -$12.68万 | 减仓 |
| EEM | ISHARES TR | $518.94万 | 1.10% | 75,857 | -8,287 | -9.8% | -$56.69万 | 减仓 |
| IWF | ISHARES TR | $519.91万 | 1.10% | 41,871 | -5 | -0.0% | -$621 | 减仓 |