Summit Place Financial Advisors, LLC
SUMMIT NJ · SEC CIK 0001801413
$2.28亿2026Q2 申报市值
110持仓数
29.9%前十大占比 · 第一大 4.2%
10 / 6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
APTV 新建仓+$185.89万
JMST 加仓+$125.97万
VGNT 新建仓+$114.27万
DHR 加仓+$89.24万
ELF 加仓+$83.06万
2026Q2 卖出最多 按季末市值估算
APTIV PLC 清仓-$177.80万
MPWR 减仓-$129.67万
EWY 减仓-$100.10万
AVGO 减仓-$92.81万
GEV 减仓-$87.88万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $966.28万 | 4.23% | 33,394 | -726 | -2.1% | -$21.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $914.49万 | 4.01% | 45,704 | -2,322 | -4.8% | -$46.46万 | 减仓 |
| GEV | GE VERNOVA INC | $901.00万 | 3.95% | 7,669 | -748 | -8.9% | -$87.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $759.45万 | 3.33% | 100,576 | 2,322 | 2.4% | $17.53万 | 加仓 |
| MSFT | MICROSOFT CORP | $626.68万 | 2.74% | 16,800 | -614 | -3.5% | -$22.90万 | 减仓 |
| GE | GE AEROSPACE | $579.67万 | 2.54% | 15,511 | -90 | -0.6% | -$3.36万 | 减仓 |
| IWM | ISHARES TR | $574.79万 | 2.52% | 19,131 | 451 | 2.4% | $13.55万 | 加仓 |
| IJR | ISHARES TR | $527.04万 | 2.31% | 35,536 | 1,250 | 3.6% | $18.54万 | 加仓 |
| USDU | WISDOMTREE TR | $511.76万 | 2.24% | 191,313 | 6,610 | 3.6% | $17.68万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $460.73万 | 2.02% | 156,552 | 3,025 | 2.0% | $8.90万 | 加仓 |
| RTX | RTX CORPORATION | $448.00万 | 1.96% | 23,612 | -1,585 | -6.3% | -$30.07万 | 减仓 |
| WMT | WALMART INC | $441.31万 | 1.93% | 38,964 | -561 | -1.4% | -$6.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $433.75万 | 1.90% | 5,808 | 35 | 0.6% | $2.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $416.56万 | 1.82% | 16,402 | 150 | 0.9% | $3.81万 | 加仓 |
| AMZN | AMAZON COM INC | $415.67万 | 1.82% | 17,440 | -946 | -5.1% | -$22.55万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $413.70万 | 1.81% | 5,421 | -461 | -7.8% | -$35.18万 | 减仓 |
| WELL | WELLTOWER INC | $400.96万 | 1.76% | 17,666 | -1,430 | -7.5% | -$32.46万 | 减仓 |
| GOOGL | ALPHABET INC | $397.40万 | 1.74% | 11,120 | -697 | -5.9% | -$24.91万 | 减仓 |
| CTVA | CORTEVA INC | $383.55万 | 1.68% | 45,288 | -1,122 | -2.4% | -$9.50万 | 减仓 |
| V | VISA INC | $379.57万 | 1.66% | 11,063 | 345 | 3.2% | $11.84万 | 加仓 |
| EWY | ISHARES INC | $373.70万 | 1.64% | 18,509 | -4,958 | -21.1% | -$100.10万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $353.06万 | 1.55% | 6,122 | 150 | 2.5% | $8.65万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $348.59万 | 1.53% | 26,305 | 565 | 2.2% | $7.49万 | 加仓 |
| NFLX | NETFLIX INC. | $341.68万 | 1.50% | 47,855 | 1,195 | 2.6% | $8.53万 | 加仓 |
| BLK | BLACKROCK INC | $319.43万 | 1.40% | 3,322 | 5 | 0.2% | $4,808 | 加仓 |
| DIS | DISNEY WALT CO | $302.54万 | 1.33% | 31,433 | 875 | 2.9% | $8.42万 | 加仓 |
| URA | GLOBAL X FDS | $302.13万 | 1.32% | 69,138 | -1,925 | -2.7% | -$8.41万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $291.43万 | 1.28% | 11,658 | -330 | -2.8% | -$8.25万 | 减仓 |
| ALC | ALCON AG | $290.65万 | 1.27% | 43,316 | 8,690 | 25.1% | $58.31万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $282.42万 | 1.24% | 3,019 | 146 | 5.1% | $13.66万 | 加仓 |
| DHR | DANAHER CORP DEL | $274.20万 | 1.20% | 14,395 | 4,685 | 48.2% | $89.24万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $272.16万 | 1.19% | 9,720 | 1,925 | 24.7% | $53.90万 | 加仓 |
| BX | BLACKSTONE INC | $268.26万 | 1.17% | 22,798 | 2,225 | 10.8% | $26.18万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $268.19万 | 1.17% | 25,435 | 1,540 | 6.4% | $16.24万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $265.24万 | 1.16% | 13,922 | 100 | 0.7% | $1.91万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $252.45万 | 1.11% | 49,500 | 24,700 | 99.6% | $125.97万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $250.55万 | 1.10% | 93,980 | -2,109 | -2.2% | -$5.62万 | 减仓 |
| TOL | TOLL BROTHERS INC | $249.02万 | 1.09% | 15,115 | 800 | 5.6% | $13.18万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $237.50万 | 1.04% | 34,962 | 6,300 | 22.0% | $42.80万 | 加仓 |
| TOST | TOAST INC | $236.66万 | 1.04% | 85,070 | 6,520 | 8.3% | $18.14万 | 加仓 |
| IEMG | ISHARES INC | $231.35万 | 1.01% | 27,927 | 4,255 | 18.0% | $35.25万 | 加仓 |
| APA | APA CORPORATION | $228.74万 | 1.00% | 70,230 | 3,175 | 4.7% | $10.34万 | 加仓 |
| — | MATTHEWS ASIA FDS | $219.78万 | 0.96% | 76,165 | 2,320 | 3.1% | $6.69万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $218.90万 | 0.96% | 14,928 | 334 | 2.3% | $4.90万 | 加仓 |
| EWW | ISHARES INC | $203.61万 | 0.89% | 27,050 | 1,945 | 7.7% | $14.64万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $203.27万 | 0.89% | 56,260 | -550 | -1.0% | -$1.99万 | 减仓 |
| ASHR | DBX ETF TR | $194.64万 | 0.85% | 53,094 | 2,260 | 4.4% | $8.29万 | 加仓 |
| APTV | APTIV PLC | $185.89万 | 0.81% | 30,285 | 30,285 | — | $185.89万 | 新建仓 |
| KO | COCA COLA CO | $180.00万 | 0.79% | 22,149 | 675 | 3.1% | $5.49万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $179.56万 | 0.79% | 18,708 | 3,485 | 22.9% | $33.45万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $179.18万 | 0.78% | 35,432 | 5,166 | 17.1% | $26.12万 | 加仓 |
| BIDU | BAIDU INC | $178.75万 | 0.78% | 15,640 | 5,840 | 59.6% | $66.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $171.28万 | 0.75% | 2,494 | 42 | 1.7% | $2.88万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $168.40万 | 0.74% | 4,055 | -55 | -1.3% | -$2.28万 | 减仓 |
| EVR | EVERCORE INC | $165.46万 | 0.72% | 4,846 | 112 | 2.4% | $3.82万 | 加仓 |
| PSX | PHILLIPS 66 | $164.67万 | 0.72% | 9,741 | 115 | 1.2% | $1.94万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $156.55万 | 0.69% | 30,240 | 800 | 2.7% | $4.14万 | 加仓 |
| AVGO | BROADCOM INC | $140.83万 | 0.62% | 3,728 | -2,457 | -39.7% | -$92.81万 | 减仓 |
| DOW | DOW HLDGS INC | $139.54万 | 0.61% | 51,000 | 9,425 | 22.7% | $25.79万 | 加仓 |
| ELF | E L F BEAUTY INC | $134.27万 | 0.59% | 18,145 | 11,225 | 162.2% | $83.06万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $126.86万 | 0.56% | 5,326 | 263 | 5.2% | $6.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $120.51万 | 0.53% | 41,614 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $114.27万 | 0.50% | 27,200 | 27,200 | — | $114.27万 | 新建仓 |
| PEP | PEPSICO INC | $113.51万 | 0.50% | 8,383 | -106 | -1.2% | -$1.44万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $109.41万 | 0.48% | 31,135 | 800 | 2.6% | $2.81万 | 加仓 |
| LEN | LENNAR CORP | $108.50万 | 0.48% | 11,990 | 4,675 | 63.9% | $42.30万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $108.06万 | 0.47% | 20,000 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $100.43万 | 0.44% | 15,570 | -355 | -2.2% | -$2.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $81.12万 | 0.36% | 2,192 | 1,427 | 186.5% | $52.81万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $73.74万 | 0.32% | 15,466 | -1,394 | -8.3% | -$6.65万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $70.81万 | 0.31% | 5,752 | -110 | -1.9% | -$1.35万 | 减仓 |
| COP | CONOCOPHILLIPS | $59.52万 | 0.26% | 5,725 | -1,074 | -15.8% | -$11.17万 | 减仓 |
| NKE | NIKE INC | $58.09万 | 0.25% | 14,151 | -8,699 | -38.1% | -$35.71万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $57.92万 | 0.25% | 419 | -938 | -69.1% | -$129.67万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $54.86万 | 0.24% | 780 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $52.39万 | 0.23% | 5,900 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $51.16万 | 0.22% | 3,200 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $50.28万 | 0.22% | 2,800 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $43.25万 | 0.19% | 14,020 | 1,120 | 8.7% | $3.46万 | 加仓 |
| GOOG | ALPHABET INC | $42.19万 | 0.18% | 1,194 | -380 | -24.1% | -$13.43万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $42.03万 | 0.18% | 970 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $40.04万 | 0.18% | 872 | -63 | -6.7% | -$2.89万 | 减仓 |
| VHT | VANGUARD WORLD FD | $38.87万 | 0.17% | 1,300 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.79万 | 0.17% | 1,776 | 275 | 18.3% | $5.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $37.05万 | 0.16% | 3,626 | -230 | -6.0% | -$2.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.66万 | 0.16% | 882 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $35.94万 | 0.16% | 4,300 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.84万 | 0.16% | 1,095 | -335 | -23.4% | -$10.97万 | 减仓 |
| INTC | INTEL CORP | $32.74万 | 0.14% | 2,345 | 2,345 | — | $32.74万 | 新建仓 |
| EWS | ISHARES INC | $32.27万 | 0.14% | 10,900 | -3,255 | -23.0% | -$9.64万 | 减仓 |
| IWV | ISHARES TR | $30.70万 | 0.13% | 720 | -25 | -3.4% | -$1.07万 | 减仓 |
| LOW | LOWES COS INC | $29.50万 | 0.13% | 1,338 | -223 | -14.3% | -$4.92万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.06万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $28.17万 | 0.12% | 2,572 | 2,572 | — | $28.17万 | 新建仓 |
| IWB | ISHARES TR | $27.93万 | 0.12% | 682 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $26.24万 | 0.11% | 2,238 | -192 | -7.9% | -$2.25万 | 减仓 |
| MRK | MERCK & CO INC | $25.58万 | 0.11% | 1,991 | -454 | -18.6% | -$5.83万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $24.40万 | 0.11% | 467 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $24.27万 | 0.11% | 850 | 850 | — | $24.27万 | 新建仓 |
| EIS | ISHARES INC | $24.26万 | 0.11% | 2,010 | -1,400 | -41.1% | -$16.90万 | 减仓 |