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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | VANGUARD WHITEHALL FDS | $29.38万 | 0.07% | 4,472 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $29.15万 | 0.07% | 2,208 | -2 | -0.1% | -$264 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $28.43万 | 0.07% | 3,684 | 17 | 0.5% | $1,312 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $28.21万 | 0.06% | 6,024 | 116 | 2.0% | $5,432 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.82万 | 0.06% | 814 | 814 | — | $27.82万 | 新建仓 |
| IYW | ISHARES TR | $27.23万 | 0.06% | 1,501 | 109 | 7.8% | $1.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.10万 | 0.06% | 802 | 802 | — | $27.10万 | 新建仓 |
| IJH | ISHARES TR | $26.00万 | 0.06% | 3,850 | -333 | -8.0% | -$2.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.79万 | 0.06% | 1,064 | -23 | -2.1% | -$5,575 | 减仓 |
| IVW | ISHARES TR | $25.14万 | 0.06% | 2,223 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $25.07万 | 0.06% | 3,000 | 3,000 | — | $25.07万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $24.63万 | 0.06% | 8,456 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.58万 | 0.06% | 378 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $24.21万 | 0.06% | 1,071 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $23.78万 | 0.05% | 560 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $23.60万 | 0.05% | 4,471 | 219 | 5.2% | $1.16万 | 加仓 |
| TJX | TJX COS INC NEW | $23.30万 | 0.05% | 1,459 | 1,459 | — | $23.30万 | 新建仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $22.92万 | 0.05% | 3,068 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $22.71万 | 0.05% | 635 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $21.91万 | 0.05% | 259 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $21.82万 | 0.05% | 4,475 | -74 | -1.6% | -$3,607 | 减仓 |
| PFE | PFIZER INC | $21.48万 | 0.05% | 7,649 | -520 | -6.4% | -$1.46万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $20.74万 | 0.05% | 647 | 647 | — | $20.74万 | 新建仓 |
| HYG | ISHARES TR | $20.32万 | 0.05% | 2,554 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.02万 | 0.05% | 825 | 825 | — | $20.02万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $6.44万 | 0.01% | 11,918 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -3,646 | -100.0% | -$35.01万 | 清仓 |