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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,071 | -100.0% | -$24.21万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,459 | -100.0% | -$23.30万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,649 | -100.0% | -$21.48万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -647 | -100.0% | -$20.74万 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -825 | -100.0% | -$20.02万 | 清仓 |
| BHC | BAUSCH HEALTH COS INC | $5.88万 | 0.01% | 11,918 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $7.40万 | 0.02% | 1,113 | 1,113 | — | $7.40万 | 新建仓 |
| EMB | ISHARES TR | $11.23万 | 0.02% | 1,164 | 1,164 | — | $11.23万 | 新建仓 |
| HYG | ISHARES TR | $20.42万 | 0.04% | 2,554 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $20.49万 | 0.04% | 103 | 103 | — | $20.49万 | 新建仓 |
| DGRO | ISHARES TR | $20.93万 | 0.04% | 2,762 | 2,762 | — | $20.93万 | 新建仓 |
| FTNT | FORTINET INC | $21.02万 | 0.04% | 1,368 | 1,368 | — | $21.02万 | 新建仓 |
| IDEV | ISHARES TR | $22.32万 | 0.05% | 2,508 | -492 | -16.4% | -$4.38万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.95万 | 0.05% | 2,208 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $23.09万 | 0.05% | 3,068 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $23.39万 | 0.05% | 4,329 | -142 | -3.2% | -$7,672 | 减仓 |
| APH | AMPHENOL CORP | $23.77万 | 0.05% | 1,348 | 1,348 | — | $23.77万 | 新建仓 |
| MZTI | MARZETTI COMPANY | $24.19万 | 0.05% | 2,119 | -422 | -16.6% | -$4.82万 | 减仓 |
| BAC | BANK OF AMER CORP | $24.84万 | 0.05% | 4,359 | -116 | -2.6% | -$6,610 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.19万 | 0.05% | 259 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $27.23万 | 0.06% | 530 | -108 | -16.9% | -$5.55万 | 减仓 |
| TXN | TEXAS INSTRS INC | $27.51万 | 0.06% | 923 | 923 | — | $27.51万 | 新建仓 |
| ETN | EATON CORP PLC | $28.17万 | 0.06% | 661 | 26 | 4.1% | $1.11万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $28.23万 | 0.06% | 3,681 | -3 | -0.1% | -$230 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $28.23万 | 0.06% | 6,024 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $28.62万 | 0.06% | 8,456 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $28.77万 | 0.06% | 565 | -10 | -1.7% | -$5,091 | 减仓 |
| V | VISA INC | $28.85万 | 0.06% | 841 | -163 | -16.2% | -$5.59万 | 减仓 |
| IJH | ISHARES TR | $29.69万 | 0.06% | 3,850 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.92万 | 0.06% | 1,064 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $30.07万 | 0.06% | 4,472 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $30.57万 | 0.06% | 2,223 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $31.25万 | 0.06% | 4,663 | -239 | -4.9% | -$1.60万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $31.39万 | 0.06% | 560 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $32.04万 | 0.07% | 2,367 | 3 | 0.1% | $406 | 加仓 |
| ORCL | ORACLE CORP | $32.17万 | 0.07% | 2,195 | 26 | 1.2% | $3,810 | 加仓 |
| NBBK | NB BANCORP INC | $32.41万 | 0.07% | 15,340 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $33.18万 | 0.07% | 4,118 | -470 | -10.2% | -$3.79万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $35.16万 | 0.07% | 5,602 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.68万 | 0.07% | 478 | 100 | 26.5% | $7.46万 | 加仓 |
| WPC | WP CAREY INC | $35.92万 | 0.07% | 5,023 | 13 | 0.3% | $930 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $37.06万 | 0.08% | 776 | -26 | -3.2% | -$1.24万 | 减仓 |
| IYW | ISHARES TR | $37.71万 | 0.08% | 1,495 | -6 | -0.4% | -$1,513 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $38.47万 | 0.08% | 1,223 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $39.48万 | 0.08% | 6,849 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $41.09万 | 0.08% | 2,479 | -251 | -9.2% | -$4.16万 | 减仓 |
| LLY | ELI LILLY & CO | $42.34万 | 0.09% | 353 | -32 | -8.3% | -$3.84万 | 减仓 |
| CAT | CATERPILLAR INC | $42.49万 | 0.09% | 399 | -62 | -13.4% | -$6.60万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $43.62万 | 0.09% | 8,009 | 8,009 | — | $43.62万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $44.89万 | 0.09% | 12,047 | -1,808 | -13.0% | -$6.74万 | 减仓 |
| SUI | SUN CMNTYS INC | $46.61万 | 0.10% | 3,887 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $48.23万 | 0.10% | 2,542 | -16 | -0.6% | -$3,036 | 减仓 |
| IWM | ISHARES TR | $49.15万 | 0.10% | 1,636 | -189 | -10.4% | -$5.68万 | 减仓 |
| GEV | GE VERNOVA INC | $49.23万 | 0.10% | 419 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $50.41万 | 0.10% | 895 | -43 | -4.6% | -$2.42万 | 减仓 |
| TIP | ISHARES TR | $50.54万 | 0.10% | 4,619 | -566 | -10.9% | -$6.19万 | 减仓 |
| IXUS | ISHARES TR | $50.76万 | 0.10% | 5,319 | -163 | -3.0% | -$1.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.61万 | 0.11% | 2,032 | 180 | 9.7% | $4.57万 | 加仓 |
| CSCO | CISCO SYS INC | $51.78万 | 0.11% | 4,408 | -261 | -5.6% | -$3.07万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $53.08万 | 0.11% | 6,813 | 19 | 0.3% | $1,480 | 加仓 |
| MLI | MUELLER INDS INC | $54.49万 | 0.11% | 4,432 | -33 | -0.7% | -$4,057 | 减仓 |
| — | EXXON MOBIL CORP | $55.07万 | 0.11% | 4,028 | 151 | 3.9% | $2.06万 | 加仓 |
| MRK | MERCK & CO INC | $55.28万 | 0.11% | 4,302 | 3 | 0.1% | $386 | 加仓 |
| TLT | ISHARES TR | $58.01万 | 0.12% | 6,712 | -550 | -7.6% | -$4.75万 | 减仓 |
| AMAT | APPLIED MATLS INC | $58.49万 | 0.12% | 809 | -5 | -0.6% | -$3,615 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $58.82万 | 0.12% | 11,288 | 4,360 | 62.9% | $22.72万 | 加仓 |
| HD | HOME DEPOT INC | $62.27万 | 0.13% | 1,766 | -13 | -0.7% | -$4,584 | 减仓 |
| AVGO | BROADCOM INC | $62.93万 | 0.13% | 1,666 | 132 | 8.6% | $4.99万 | 加仓 |
| MS | MORGAN STANLEY | $66.18万 | 0.13% | 3,166 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $67.76万 | 0.14% | 1,611 | -34 | -2.1% | -$1.43万 | 减仓 |
| GE | GE AEROSPACE | $70.44万 | 0.14% | 1,885 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $71.75万 | 0.15% | 13,120 | -994 | -7.0% | -$5.44万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.32万 | 0.15% | 1,740 | -50 | -2.8% | -$2.08万 | 减仓 |
| IEMG | ISHARES INC | $73.97万 | 0.15% | 8,929 | -307 | -3.3% | -$2.54万 | 减仓 |
| IBDS | ISHARES TR | $74.88万 | 0.15% | 30,918 | 3,139 | 11.3% | $7.60万 | 加仓 |
| — | ISHARES TR | $79.91万 | 0.16% | 17,105 | 139 | 0.8% | $6,493 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $80.63万 | 0.16% | 8,211 | 8 | 0.1% | $786 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $85.59万 | 0.17% | 5,416 | 155 | 2.9% | $2.45万 | 加仓 |
| SUSB | ISHARES TR | $92.95万 | 0.19% | 37,195 | 114 | 0.3% | $2,849 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $93.88万 | 0.19% | 2,868 | 1 | 0.0% | $327 | 加仓 |
| IBDR | ISHARES TR | $97.12万 | 0.20% | 40,083 | 11,277 | 39.1% | $27.32万 | 加仓 |
| MBB | ISHARES TR | $99.33万 | 0.20% | 10,509 | -76 | -0.7% | -$7,184 | 减仓 |
| PG | PROCTER & GAMBLE CO | $100.18万 | 0.20% | 6,832 | -795 | -10.4% | -$11.66万 | 减仓 |
| GOOG | ALPHABET INC | $102.62万 | 0.21% | 2,904 | 90 | 3.2% | $3.18万 | 加仓 |
| GOOGL | ALPHABET INC | $121.36万 | 0.25% | 3,396 | -78 | -2.2% | -$2.79万 | 减仓 |
| VLUE | ISHARES TR | $125.30万 | 0.26% | 6,271 | -547 | -8.0% | -$10.93万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $138.22万 | 0.28% | 29,528 | -138 | -0.5% | -$6,460 | 减仓 |
| EAGG | ISHARES TR | $142.02万 | 0.29% | 29,955 | -37 | -0.1% | -$1,754 | 减仓 |
| GOVT | ISHARES TR | $149.86万 | 0.31% | 65,784 | -728 | -1.1% | -$1.66万 | 减仓 |
| AMZN | AMAZON COM INC | $154.99万 | 0.32% | 6,503 | -256 | -3.8% | -$6.10万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $157.91万 | 0.32% | 499,708 | 94,339 | 23.3% | $29.81万 | 加仓 |
| ESML | ISHARES TR | $159.09万 | 0.32% | 28,444 | -1,205 | -4.1% | -$6.74万 | 减仓 |
| ESGD | ISHARES TR | $169.75万 | 0.35% | 16,511 | -825 | -4.8% | -$8.48万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $171.17万 | 0.35% | 20,788 | -986 | -4.5% | -$8.12万 | 减仓 |
| IVV | ISHARES TR | $190.59万 | 0.39% | 2,545 | -14 | -0.5% | -$1.05万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $221.83万 | 0.45% | 5,995 | -268 | -4.3% | -$9.92万 | 减仓 |
| SUSC | ISHARES TR | $226.68万 | 0.46% | 97,913 | 1,264 | 1.3% | $2.93万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $251.41万 | 0.51% | 19,012 | -181 | -0.9% | -$2.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $264.28万 | 0.54% | 7,085 | -367 | -4.9% | -$13.69万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $295.82万 | 0.60% | 113,079 | 2,976 | 2.7% | $7.79万 | 加仓 |