Summit Wealth Group, LLC
WHITE RIVER JUNCTION VT · SEC CIK 0001802865
$4.90亿2026Q2 申报市值
129持仓数
53.5%前十大占比 · 第一大 17.3%
8 / 5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
BND 加仓+$136.59万
MU 加仓+$109.89万
VTEB 加仓+$104.51万
ICSH 加仓+$101.01万
BNDX 加仓+$64.11万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$169.24万
DIMENSIONAL ETF 减仓-$75.81万
AGG 减仓-$49.20万
DFAX 减仓-$38.56万
VXUS 减仓-$32.76万
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 |
|---|---|---|---|---|---|---|---|---|
| DFNM | DIMENSIONAL ETF TRUST | $298.87万 | 0.61% | 61,832 | -2,960 | -4.6% | -$14.31万 | 减仓 |
| IAGG | ISHARES TR | $329.62万 | 0.67% | 65,143 | -2,368 | -3.5% | -$11.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $370.46万 | 0.76% | 88,776 | 2,446 | 2.8% | $10.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $371.48万 | 0.76% | 18,565 | -8,458 | -31.3% | -$169.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $392.36万 | 0.80% | 9,879 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $392.56万 | 0.80% | 99,283 | -2,799 | -2.7% | -$11.07万 | 减仓 |
| COHR | COHERENT CORP | $405.83万 | 0.83% | 10,288 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $442.75万 | 0.90% | 120,182 | -10,466 | -8.0% | -$38.56万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $446.07万 | 0.91% | 168,327 | 3,101 | 1.9% | $8.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $470.83万 | 0.96% | 4,079 | 952 | 30.4% | $109.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $475.61万 | 0.97% | 122,611 | -705 | -0.6% | -$2.73万 | 减仓 |
| AAPL | APPLE INC | $538.04万 | 1.10% | 18,594 | -179 | -1.0% | -$5.18万 | 减仓 |
| AGG | ISHARES TR | $622.59万 | 1.27% | 62,901 | -4,971 | -7.3% | -$49.20万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $633.68万 | 1.29% | 74,124 | -3,832 | -4.9% | -$32.76万 | 减仓 |
| ESGU | ISHARES TR | $642.32万 | 1.31% | 39,245 | -1,024 | -2.5% | -$16.76万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $709.49万 | 1.45% | 118,862 | 2,715 | 2.3% | $16.21万 | 加仓 |
| VHT | VANGUARD WORLD FD | $742.67万 | 1.51% | 24,838 | 332 | 1.4% | $9.93万 | 加仓 |
| MUB | ISHARES TR | $867.87万 | 1.77% | 80,642 | -1,089 | -1.3% | -$11.72万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $959.42万 | 1.96% | 189,684 | 20,663 | 12.2% | $104.51万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $989.26万 | 2.02% | 143,517 | 6,084 | 4.4% | $41.94万 | 加仓 |
| ICSH | ISHARES TR | $1,039.42万 | 2.12% | 205,499 | 19,970 | 10.8% | $101.01万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,176.22万 | 2.40% | 365,626 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $1,458.80万 | 2.98% | 100,969 | 820 | 0.8% | $11.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,481.31万 | 3.02% | 179,901 | 6,267 | 3.6% | $51.60万 | 加仓 |
| USHY | ISHARES TR | $1,511.87万 | 3.08% | 408,392 | 11,843 | 3.0% | $43.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,647.54万 | 3.36% | 371,403 | -17,089 | -4.4% | -$75.81万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,747.41万 | 3.56% | 360,811 | 13,238 | 3.8% | $64.11万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,755.31万 | 3.58% | 319,089 | 7,912 | 2.5% | $43.52万 | 加仓 |
| MTUM | ISHARES TR | $1,825.19万 | 3.72% | 53,239 | 97 | 0.2% | $3.33万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,991.88万 | 4.06% | 80,902 | 1,093 | 1.4% | $26.91万 | 加仓 |
| IGIB | ISHARES TR | $2,028.06万 | 4.14% | 381,429 | 8,398 | 2.3% | $44.65万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,160.00万 | 4.41% | 303,158 | 1,911 | 0.6% | $13.62万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,065.97万 | 6.25% | 417,650 | 18,607 | 4.7% | $136.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8,490.31万 | 17.32% | 123,620 | 352 | 0.3% | $24.18万 | 加仓 |