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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $23.10万 | 0.10% | 638 | -93 | -12.7% | -$3.37万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $22.83万 | 0.10% | 675 | -123 | -15.4% | -$4.16万 | 减仓 |
| ANDE | ANDERSONS INC | $22.57万 | 0.10% | 3,300 | -1,108 | -25.1% | -$7.58万 | 减仓 |
| ARKK | ARK ETF TR | $22.41万 | 0.10% | 2,773 | 2,773 | — | $22.41万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $22.34万 | 0.10% | 3,675 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $21.81万 | 0.10% | 9,000 | 9,000 | — | $21.81万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.57万 | 0.09% | 798 | -60 | -7.0% | -$1.62万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $20.70万 | 0.09% | 2,421 | 2,421 | — | $20.70万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.30万 | 0.09% | 525 | 525 | — | $20.30万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.09万 | 0.09% | 1,710 | 1,710 | — | $20.09万 | 新建仓 |
| — | APTIV PLC | $0 | 0.00% | 0 | -25,605 | -100.0% | -$177.80万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -2,440 | -100.0% | -$50.73万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -4,479 | -100.0% | -$31.88万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -769 | -100.0% | -$24.46万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,566 | -100.0% | -$22.92万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -375 | -100.0% | -$21.45万 | 清仓 |