Summit Wealth Group, LLC
WHITE RIVER JUNCTION VT · SEC CIK 0001802865
$4.36亿2026Q1 申报市值
126持仓数
53.4%前十大占比 · 第一大 16.9%
8 / 1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
ADI 新建仓+$314.29万
COHR 新建仓+$245.07万
BND 加仓+$142.38万
VOO 加仓+$132.06万
USHY 加仓+$95.67万
2026Q1 卖出最多 按季末市值估算
ICSH 减仓-$38.76万
EFA 清仓-$35.01万
DIMENSIONAL ETF 减仓-$24.33万
AAPL 减仓-$19.03万
ESGU 减仓-$16.93万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $432.10万 | 0.99% | 123,316 | 3,742 | 3.1% | $13.11万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $439.67万 | 1.01% | 165,226 | 4,329 | 2.7% | $11.52万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $443.81万 | 1.02% | 130,648 | -4,963 | -3.7% | -$16.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $471.29万 | 1.08% | 27,023 | 1,665 | 6.6% | $29.04万 | 加仓 |
| AAPL | APPLE INC | $476.44万 | 1.09% | 18,773 | -750 | -3.8% | -$19.03万 | 减仓 |
| ESGU | ISHARES TR | $569.48万 | 1.31% | 40,269 | -1,197 | -2.9% | -$16.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $601.12万 | 1.38% | 77,956 | -697 | -0.9% | -$5.37万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $627.77万 | 1.44% | 116,147 | 1,822 | 1.6% | $9.85万 | 加仓 |
| VHT | VANGUARD WORLD FD | $667.36万 | 1.53% | 24,506 | 314 | 1.3% | $8.55万 | 加仓 |
| AGG | ISHARES TR | $673.76万 | 1.55% | 67,872 | -1,552 | -2.2% | -$15.41万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $843.25万 | 1.93% | 169,021 | 11,307 | 7.2% | $56.41万 | 加仓 |
| MUB | ISHARES TR | $867.57万 | 1.99% | 81,731 | -36 | -0.0% | -$3,821 | 减仓 |
| ICSH | ISHARES TR | $939.15万 | 2.16% | 185,529 | -7,658 | -4.0% | -$38.76万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $945.27万 | 2.17% | 137,433 | 9,591 | 7.5% | $65.97万 | 加仓 |
| IXN | ISHARES TR | $1,001.19万 | 2.30% | 100,149 | 2,959 | 3.0% | $29.58万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,112.23万 | 2.55% | 365,626 | -350 | -0.1% | -$1.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,235.06万 | 2.83% | 173,634 | 5,532 | 3.3% | $39.35万 | 加仓 |
| MTUM | ISHARES TR | $1,275.35万 | 2.93% | 53,142 | 151 | 0.3% | $3.62万 | 加仓 |
| USHY | ISHARES TR | $1,460.89万 | 3.35% | 396,549 | 25,969 | 7.0% | $95.67万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,507.96万 | 3.46% | 311,177 | 10,350 | 3.4% | $50.16万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,509.68万 | 3.46% | 388,492 | -6,260 | -1.6% | -$24.33万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,642.47万 | 3.77% | 79,809 | 1,314 | 1.7% | $27.04万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,670.09万 | 3.83% | 347,573 | 19,114 | 5.8% | $91.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,930.39万 | 4.43% | 301,247 | 925 | 0.3% | $5.93万 | 加仓 |
| IGIB | ISHARES TR | $1,985.27万 | 4.56% | 373,031 | 15,091 | 4.2% | $80.31万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,938.55万 | 6.74% | 399,043 | 19,334 | 5.1% | $142.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $7,365.87万 | 16.90% | 123,268 | 2,210 | 1.8% | $132.06万 | 加仓 |