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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $5,258.76万 | 12.55% | 1,724,184 | 16,817 | 1.0% | $51.29万 | 加仓 |
| MGC | VANGUARD WORLD FD | $5,093.77万 | 12.15% | 215,518 | 1,264 | 0.6% | $29.87万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,420.30万 | 10.55% | 1,517,439 | -11,055 | -0.7% | -$32.20万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,858.16万 | 6.82% | 1,154,813 | -326,240 | -22.0% | -$807.44万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $2,808.12万 | 6.70% | 128,389 | -12,096 | -8.6% | -$264.56万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,847.00万 | 4.41% | 612,604 | 13,322 | 2.2% | $40.17万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,727.18万 | 4.12% | 593,940 | 13,480 | 2.3% | $39.20万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,703.52万 | 4.06% | 146,489 | 1,141 | 0.8% | $13.27万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,649.42万 | 3.94% | 500,583 | 1,539 | 0.3% | $5.07万 | 加仓 |
| IWD | ISHARES TR | $1,263.23万 | 3.01% | 59,121 | -387 | -0.7% | -$8.27万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $933.14万 | 2.23% | 236,597 | 236,597 | — | $933.14万 | 新建仓 |
| EFA | ISHARES TR | $873.47万 | 2.08% | 89,928 | -7,939 | -8.1% | -$77.11万 | 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 |
| AAPL | APPLE INC | $623.11万 | 1.49% | 24,552 | -123 | -0.5% | -$3.12万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $602.95万 | 1.44% | 240,219 | -456 | -0.2% | -$1.14万 | 减仓 |
| IWM | ISHARES TR | $568.83万 | 1.36% | 22,937 | -447 | -1.9% | -$11.09万 | 减仓 |
| EEM | ISHARES TR | $477.85万 | 1.14% | 84,144 | -1,318 | -1.5% | -$7.48万 | 减仓 |
| IWF | ISHARES TR | $446.39万 | 1.07% | 10,469 | -97 | -0.9% | -$4.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $440.95万 | 1.05% | 20,297 | 83 | 0.4% | $1.80万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $436.78万 | 1.04% | 7,309 | -280 | -3.7% | -$16.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $429.51万 | 1.02% | 11,603 | 529 | 4.8% | $19.58万 | 加仓 |
| GOOGL | ALPHABET INC | $386.19万 | 0.92% | 13,430 | -87 | -0.6% | -$2.50万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $317.14万 | 0.76% | 16,164 | 1,663 | 11.5% | $32.63万 | 加仓 |
| VB | VANGUARD INDEX FDS | $252.34万 | 0.60% | 9,634 | 640 | 7.1% | $16.76万 | 加仓 |
| TSLA | TESLA INC | $247.47万 | 0.59% | 6,657 | -150 | -2.2% | -$5.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $238.33万 | 0.57% | 8,102 | 25 | 0.3% | $7,354 | 加仓 |
| GOOG | ALPHABET INC | $208.95万 | 0.50% | 7,284 | 65 | 0.9% | $1.86万 | 加仓 |
| AAUA | EA SERIES TRUST | $198.01万 | 0.47% | 40,458 | 40,458 | — | $198.01万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $197.12万 | 0.47% | 33,101 | 621 | 1.9% | $3.70万 | 加仓 |
| AVGO | BROADCOM INC | $195.08万 | 0.47% | 6,303 | -61 | -1.0% | -$1.89万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $193.43万 | 0.46% | 19,370 | 19,370 | — | $193.43万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $187.11万 | 0.45% | 10,729 | -565 | -5.0% | -$9.85万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.25万 | 0.44% | 3,845 | 12 | 0.3% | $5,750 | 加仓 |
| AAEQ | EA SERIES TRUST | $183.36万 | 0.44% | 39,418 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $164.32万 | 0.39% | 21,791 | 931 | 4.5% | $7.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $151.42万 | 0.36% | 3,467 | 106 | 3.2% | $4.63万 | 加仓 |
| IEFA | ISHARES TR | $138.09万 | 0.33% | 15,253 | -1,833 | -10.7% | -$16.59万 | 减仓 |
| AAUS | EA SERIES TRUST | $127.21万 | 0.30% | 24,284 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $115.89万 | 0.28% | 1,260 | 238 | 23.3% | $21.89万 | 加仓 |
| — | EXXON MOBIL CORP | $98.94万 | 0.24% | 5,831 | -513 | -8.1% | -$8.70万 | 减仓 |
| AMZN | AMAZON COM INC | $86.10万 | 0.21% | 4,134 | -390 | -8.6% | -$8.12万 | 减仓 |
| HD | HOME DEPOT INC | $84.47万 | 0.20% | 2,568 | -208 | -7.5% | -$6.84万 | 减仓 |
| ABBV | ABBVIE INC | $82.69万 | 0.20% | 3,802 | 323 | 9.3% | $7.02万 | 加仓 |
| CPRT | COPART INC | $78.15万 | 0.19% | 23,540 | -308 | -1.3% | -$1.02万 | 减仓 |
| BAC | BANK AMERICA CORP | $75.29万 | 0.18% | 15,444 | 152 | 1.0% | $7,410 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.19万 | 0.17% | 13,357 | 2,961 | 28.5% | $16.00万 | 加仓 |
| RTX | RTX CORPORATION | $71.41万 | 0.17% | 3,702 | -14 | -0.4% | -$2,701 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $71.31万 | 0.17% | 11,128 | -1 | -0.0% | -$64 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $67.88万 | 0.16% | 22,124 | -5,217 | -19.1% | -$16.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $66.74万 | 0.16% | 7,230 | -180 | -2.4% | -$1.66万 | 减仓 |
| SSD | SIMPSON MFG INC | $66.19万 | 0.16% | 3,857 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $65.67万 | 0.16% | 4,434 | -246 | -5.3% | -$3.64万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $60.09万 | 0.14% | 603 | -16 | -2.6% | -$1.59万 | 减仓 |
| HDV | ISHARES TR | $57.27万 | 0.14% | 4,220 | 112 | 2.7% | $1.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $57.07万 | 0.14% | 1,779 | -130 | -6.8% | -$4.17万 | 减仓 |
| MRK | MERCK & CO INC | $56.85万 | 0.14% | 4,726 | 265 | 5.9% | $3.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $55.79万 | 0.13% | 967 | -131 | -11.9% | -$7.56万 | 减仓 |
| MS | MORGAN STANLEY | $55.21万 | 0.13% | 3,355 | 533 | 18.9% | $8.77万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $55.06万 | 0.13% | 1,102 | -29 | -2.6% | -$1.45万 | 减仓 |
| STT | STATE STR CORP | $52.64万 | 0.13% | 4,159 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $51.94万 | 0.12% | 2,125 | 18 | 0.9% | $4,400 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $50.70万 | 0.12% | 1,550 | 415 | 36.6% | $13.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $48.79万 | 0.12% | 1,699 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $48.52万 | 0.12% | 848 | -15 | -1.7% | -$8,582 | 减仓 |
| CME | CME GROUP INC | $48.35万 | 0.12% | 1,637 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $44.30万 | 0.11% | 4,714 | 378 | 8.7% | $3.55万 | 加仓 |
| WFC | WELLS FARGO & CO | $42.48万 | 0.10% | 5,336 | -837 | -13.6% | -$6.66万 | 减仓 |
| BLK | BLACKROCK INC | $42.12万 | 0.10% | 438 | -6 | -1.4% | -$5,770 | 减仓 |
| CSCO | CISCO SYS INC | $42.12万 | 0.10% | 5,429 | 480 | 9.7% | $3.72万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $40.93万 | 0.10% | 3,987 | -42 | -1.0% | -$4,312 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $40.77万 | 0.10% | 2,543 | -25 | -1.0% | -$4,008 | 减仓 |
| SYK | STRYKER CORPORATION | $39.02万 | 0.09% | 1,188 | -100 | -7.8% | -$3.28万 | 减仓 |
| SRE | SEMPRA | $38.76万 | 0.09% | 3,989 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $36.59万 | 0.09% | 2,842 | 262 | 10.2% | $3.37万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $36.20万 | 0.09% | 953 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $35.66万 | 0.09% | 1,000 | -599 | -37.5% | -$21.36万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $35.35万 | 0.08% | 2,660 | 400 | 17.7% | $5.32万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.05万 | 0.08% | 793 | 95 | 13.6% | $3.96万 | 加仓 |
| CAT | CATERPILLAR INC | $32.80万 | 0.08% | 463 | 36 | 8.4% | $2.55万 | 加仓 |
| V | VISA INC | $32.79万 | 0.08% | 1,085 | -38 | -3.4% | -$1.15万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $32.78万 | 0.08% | 1,142 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.84万 | 0.08% | 2,205 | 15 | 0.7% | $2,166 | 加仓 |
| DE | DEERE & CO | $31.83万 | 0.08% | 565 | -5 | -0.9% | -$2,817 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.63万 | 0.08% | 1,555 | -24 | -1.5% | -$4,882 | 减仓 |
| VV | VANGUARD INDEX FDS | $30.06万 | 0.07% | 1,006 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.08万 | 0.07% | 1,406 | 1,406 | — | $29.08万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $28.54万 | 0.07% | 6,300 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $27.73万 | 0.07% | 7,135 | 250 | 3.6% | $9,715 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.50万 | 0.07% | 4,851 | 41 | 0.9% | $2,324 | 加仓 |
| COP | CONOCOPHILLIPS | $27.44万 | 0.07% | 2,079 | 2,079 | — | $27.44万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $27.30万 | 0.07% | 1,009 | 54 | 5.7% | $1.46万 | 加仓 |
| IJH | ISHARES TR | $26.82万 | 0.06% | 3,971 | 16 | 0.4% | $1,080 | 加仓 |
| IWR | ISHARES TR | $26.49万 | 0.06% | 2,724 | -200 | -6.8% | -$1.94万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $25.89万 | 0.06% | 1,405 | -162 | -10.3% | -$2.99万 | 减仓 |
| MCD | MCDONALDS CORP | $25.61万 | 0.06% | 824 | -9 | -1.1% | -$2,797 | 减仓 |
| IUSV | ISHARES TR | $23.98万 | 0.06% | 2,345 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $23.08万 | 0.06% | 656 | -160 | -19.6% | -$5.63万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $23.00万 | 0.05% | 2,465 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $22.94万 | 0.05% | 8,677 | -5,522 | -38.9% | -$14.60万 | 减仓 |
| DIS | DISNEY WALT CO | $22.74万 | 0.05% | 2,359 | -415 | -15.0% | -$4.00万 | 减仓 |