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 |
|---|---|---|---|---|---|---|---|---|
| AXON | AXON ENTERPRISE INC | $31.39万 | 0.06% | 560 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $31.25万 | 0.06% | 4,663 | -239 | -4.9% | -$1.60万 | 减仓 |
| IVW | ISHARES TR | $30.57万 | 0.06% | 2,223 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $30.07万 | 0.06% | 4,472 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.92万 | 0.06% | 1,064 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $29.69万 | 0.06% | 3,850 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $28.85万 | 0.06% | 841 | -163 | -16.2% | -$5.59万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $28.77万 | 0.06% | 565 | -10 | -1.7% | -$5,091 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.62万 | 0.06% | 8,456 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $28.23万 | 0.06% | 6,024 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $28.23万 | 0.06% | 3,681 | -3 | -0.1% | -$230 | 减仓 |
| ETN | EATON CORP PLC | $28.17万 | 0.06% | 661 | 26 | 4.1% | $1.11万 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.51万 | 0.06% | 923 | 923 | — | $27.51万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $27.23万 | 0.06% | 530 | -108 | -16.9% | -$5.55万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.19万 | 0.05% | 259 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $24.84万 | 0.05% | 4,359 | -116 | -2.6% | -$6,610 | 减仓 |
| MZTI | MARZETTI COMPANY | $24.19万 | 0.05% | 2,119 | -422 | -16.6% | -$4.82万 | 减仓 |
| APH | AMPHENOL CORP | $23.77万 | 0.05% | 1,348 | 1,348 | — | $23.77万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.39万 | 0.05% | 4,329 | -142 | -3.2% | -$7,672 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $23.09万 | 0.05% | 3,068 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.95万 | 0.05% | 2,208 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $22.32万 | 0.05% | 2,508 | -492 | -16.4% | -$4.38万 | 减仓 |
| FTNT | FORTINET INC | $21.02万 | 0.04% | 1,368 | 1,368 | — | $21.02万 | 新建仓 |
| DGRO | ISHARES TR | $20.93万 | 0.04% | 2,762 | 2,762 | — | $20.93万 | 新建仓 |
| ASML | ASML HLDG NV | $20.49万 | 0.04% | 103 | 103 | — | $20.49万 | 新建仓 |
| HYG | ISHARES TR | $20.42万 | 0.04% | 2,554 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $11.23万 | 0.02% | 1,164 | 1,164 | — | $11.23万 | 新建仓 |
| USRT | ISHARES TR | $7.40万 | 0.02% | 1,113 | 1,113 | — | $7.40万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $5.88万 | 0.01% | 11,918 | 0 | 0.0% | — | 不变 |
| — | 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 |