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 |
|---|---|---|---|---|---|---|---|---|
| CRWD | CROWDSTRIKE HLDGS INC | $413.70万 | 1.81% | 5,421 | -461 | -7.8% | -$35.18万 | 减仓 |
| AMZN | AMAZON COM INC | $415.67万 | 1.82% | 17,440 | -946 | -5.1% | -$22.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $416.56万 | 1.82% | 16,402 | 150 | 0.9% | $3.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $433.75万 | 1.90% | 5,808 | 35 | 0.6% | $2.61万 | 加仓 |
| WMT | WALMART INC | $441.31万 | 1.93% | 38,964 | -561 | -1.4% | -$6.35万 | 减仓 |
| RTX | RTX CORPORATION | $448.00万 | 1.96% | 23,612 | -1,585 | -6.3% | -$30.07万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $460.73万 | 2.02% | 156,552 | 3,025 | 2.0% | $8.90万 | 加仓 |
| USDU | WISDOMTREE TR | $511.76万 | 2.24% | 191,313 | 6,610 | 3.6% | $17.68万 | 加仓 |
| IJR | ISHARES TR | $527.04万 | 2.31% | 35,536 | 1,250 | 3.6% | $18.54万 | 加仓 |
| IWM | ISHARES TR | $574.79万 | 2.52% | 19,131 | 451 | 2.4% | $13.55万 | 加仓 |
| GE | GE AEROSPACE | $579.67万 | 2.54% | 15,511 | -90 | -0.6% | -$3.36万 | 减仓 |
| MSFT | MICROSOFT CORP | $626.68万 | 2.74% | 16,800 | -614 | -3.5% | -$22.90万 | 减仓 |
| IAU | ISHARES GOLD TR | $759.45万 | 3.33% | 100,576 | 2,322 | 2.4% | $17.53万 | 加仓 |
| GEV | GE VERNOVA INC | $901.00万 | 3.95% | 7,669 | -748 | -8.9% | -$87.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $914.49万 | 4.01% | 45,704 | -2,322 | -4.8% | -$46.46万 | 减仓 |
| AAPL | APPLE INC | $966.28万 | 4.23% | 33,394 | -726 | -2.1% | -$21.01万 | 减仓 |