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 |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.57万 | 0.05% | 2,433 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $22.09万 | 0.05% | 1,459 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $22.08万 | 0.05% | 2,612 | -223 | -7.9% | -$1.88万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $20.86万 | 0.05% | 2,907 | -271 | -8.5% | -$1.94万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $20.46万 | 0.05% | 3,336 | -306 | -8.4% | -$1.88万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $20.44万 | 0.05% | 4,183 | -397 | -8.7% | -$1.94万 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $14.53万 | 0.03% | 35,000 | 20,000 | 133.3% | $8.30万 | 加仓 |
| ABX | ABACUS GLOBAL MGMT INC | $7.88万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -7,028 | -100.0% | -$34.89万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,482 | -100.0% | -$28.89万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$27.27万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,181 | -100.0% | -$26.64万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,053 | -100.0% | -$23.78万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -734 | -100.0% | -$21.76万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -5,420 | -100.0% | -$20.05万 | 清仓 |
| — | CID HOLDCO INC | $0 | 0.00% | 0 | -18,456 | -100.0% | -$1,478 | 清仓 |