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 |
|---|---|---|---|---|---|---|---|---|
| JAVA | J P MORGAN EXCHANGE TRADED F | $23.08万 | 0.05% | 2,907 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.98万 | 0.05% | 2,210 | 131 | 6.3% | $1.36万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.85万 | 0.05% | 2,433 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.71万 | 0.05% | 2,359 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $22.27万 | 0.05% | 824 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $21.69万 | 0.05% | 300 | 300 | — | $21.69万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.64万 | 0.05% | 414 | 414 | — | $21.64万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $21.23万 | 0.04% | 490 | 490 | — | $21.23万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.98万 | 0.04% | 1,755 | 1,755 | — | $20.98万 | 新建仓 |
| CB | CHUBB LIMITED | $20.61万 | 0.04% | 605 | 605 | — | $20.61万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.09万 | 0.04% | 171 | 171 | — | $20.09万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $14.56万 | 0.03% | 35,000 | 0 | 0.0% | — | 不变 |
| ABX | ABACUS GLOBAL MGMT INC | $10.71万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| 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 |