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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $7,365.87万 | 16.90% | 123,268 | 2,210 | 1.8% | $132.06万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,938.55万 | 6.74% | 399,043 | 19,334 | 5.1% | $142.38万 | 加仓 |
| IGIB | ISHARES TR | $1,985.27万 | 4.56% | 373,031 | 15,091 | 4.2% | $80.31万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,930.39万 | 4.43% | 301,247 | 925 | 0.3% | $5.93万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,670.09万 | 3.83% | 347,573 | 19,114 | 5.8% | $91.84万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,642.47万 | 3.77% | 79,809 | 1,314 | 1.7% | $27.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,509.68万 | 3.46% | 388,492 | -6,260 | -1.6% | -$24.33万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,507.96万 | 3.46% | 311,177 | 10,350 | 3.4% | $50.16万 | 加仓 |
| USHY | ISHARES TR | $1,460.89万 | 3.35% | 396,549 | 25,969 | 7.0% | $95.67万 | 加仓 |
| MTUM | ISHARES TR | $1,275.35万 | 2.93% | 53,142 | 151 | 0.3% | $3.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,235.06万 | 2.83% | 173,634 | 5,532 | 3.3% | $39.35万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $1,112.23万 | 2.55% | 365,626 | -350 | -0.1% | -$1.06万 | 减仓 |
| IXN | ISHARES TR | $1,001.19万 | 2.30% | 100,149 | 2,959 | 3.0% | $29.58万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $945.27万 | 2.17% | 137,433 | 9,591 | 7.5% | $65.97万 | 加仓 |
| ICSH | ISHARES TR | $939.15万 | 2.16% | 185,529 | -7,658 | -4.0% | -$38.76万 | 减仓 |
| MUB | ISHARES TR | $867.57万 | 1.99% | 81,731 | -36 | -0.0% | -$3,821 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $843.25万 | 1.93% | 169,021 | 11,307 | 7.2% | $56.41万 | 加仓 |
| AGG | ISHARES TR | $673.76万 | 1.55% | 67,872 | -1,552 | -2.2% | -$15.41万 | 减仓 |
| VHT | VANGUARD WORLD FD | $667.36万 | 1.53% | 24,506 | 314 | 1.3% | $8.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $627.77万 | 1.44% | 116,147 | 1,822 | 1.6% | $9.85万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $601.12万 | 1.38% | 77,956 | -697 | -0.9% | -$5.37万 | 减仓 |
| ESGU | ISHARES TR | $569.48万 | 1.31% | 40,269 | -1,197 | -2.9% | -$16.93万 | 减仓 |
| AAPL | APPLE INC | $476.44万 | 1.09% | 18,773 | -750 | -3.8% | -$19.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $471.29万 | 1.08% | 27,023 | 1,665 | 6.6% | $29.04万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $443.81万 | 1.02% | 130,648 | -4,963 | -3.7% | -$16.86万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $439.67万 | 1.01% | 165,226 | 4,329 | 2.7% | $11.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $432.10万 | 0.99% | 123,316 | 3,742 | 3.1% | $13.11万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $364.54万 | 0.84% | 102,082 | 2,355 | 2.4% | $8.41万 | 加仓 |
| IAGG | ISHARES TR | $337.83万 | 0.78% | 67,511 | -284 | -0.4% | -$1.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $317.35万 | 0.73% | 86,330 | 3,413 | 4.1% | $12.55万 | 加仓 |
| ADI | ANALOG DEVICES INC | $314.29万 | 0.72% | 9,879 | 9,879 | — | $314.29万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $310.55万 | 0.71% | 64,792 | -27 | -0.0% | -$1,294 | 减仓 |
| MSFT | MICROSOFT CORP | $275.84万 | 0.63% | 7,452 | 728 | 10.8% | $26.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $260.39万 | 0.60% | 110,103 | 4,686 | 4.4% | $11.08万 | 加仓 |
| COHR | COHERENT CORP | $245.07万 | 0.56% | 10,288 | 10,288 | — | $245.07万 | 新建仓 |
| SUSC | ISHARES TR | $223.62万 | 0.51% | 96,649 | 2,025 | 2.1% | $4.69万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $215.48万 | 0.49% | 19,193 | -622 | -3.1% | -$6.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $200.91万 | 0.46% | 6,263 | -30 | -0.5% | -$9,624 | 减仓 |
| IVV | ISHARES TR | $167.16万 | 0.38% | 2,559 | -11 | -0.4% | -$7,185 | 减仓 |
| ESGD | ISHARES TR | $165.77万 | 0.38% | 17,336 | -444 | -2.5% | -$4.25万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $156.18万 | 0.36% | 21,774 | -261 | -1.2% | -$1.87万 | 减仓 |
| GOVT | ISHARES TR | $152.38万 | 0.35% | 66,512 | -626 | -0.9% | -$1.43万 | 减仓 |
| EAGG | ISHARES TR | $142.61万 | 0.33% | 29,992 | 27 | 0.1% | $1,284 | 加仓 |
| AMZN | AMAZON COM INC | $140.77万 | 0.32% | 6,759 | 1,041 | 18.2% | $21.68万 | 加仓 |
| ESML | ISHARES TR | $139.41万 | 0.32% | 29,649 | -875 | -2.9% | -$4.11万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $139.28万 | 0.32% | 29,666 | 144 | 0.5% | $6,761 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $111.07万 | 0.25% | 405,369 | 64,763 | 19.0% | $17.75万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $110.16万 | 0.25% | 7,627 | -100 | -1.3% | -$1.44万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $105.64万 | 0.24% | 3,127 | 28 | 0.9% | $9,460 | 加仓 |
| MBB | ISHARES TR | $100.50万 | 0.23% | 10,585 | -307 | -2.8% | -$2.91万 | 减仓 |
| GOOGL | ALPHABET INC | $99.89万 | 0.23% | 3,474 | 335 | 10.7% | $9.63万 | 加仓 |
| VLUE | ISHARES TR | $96.95万 | 0.22% | 6,818 | -1,020 | -13.0% | -$14.50万 | 减仓 |
| SUSB | ISHARES TR | $92.94万 | 0.21% | 37,081 | -1,122 | -2.9% | -$2.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $84.32万 | 0.19% | 2,867 | -91 | -3.1% | -$2.68万 | 减仓 |
| GOOG | ALPHABET INC | $80.73万 | 0.19% | 2,814 | 39 | 1.4% | $1.12万 | 加仓 |
| — | ISHARES TR | $78.57万 | 0.18% | 16,966 | 1,149 | 7.3% | $5.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $77.92万 | 0.18% | 5,261 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $77.31万 | 0.18% | 8,203 | 4 | 0.0% | $377 | 加仓 |
| IBDR | ISHARES TR | $69.83万 | 0.16% | 28,806 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $67.34万 | 0.15% | 27,779 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $65.79万 | 0.15% | 3,877 | -52 | -1.3% | -$8,823 | 减仓 |
| IEMG | ISHARES INC | $64.42万 | 0.15% | 9,236 | -30 | -0.3% | -$2,092 | 减仓 |
| ESGE | ISHARES INC | $64.18万 | 0.15% | 14,114 | -613 | -4.2% | -$2.79万 | 减仓 |
| TLT | ISHARES TR | $62.95万 | 0.14% | 7,262 | -664 | -8.4% | -$5.76万 | 减仓 |
| TSLA | TESLA INC | $61.15万 | 0.14% | 1,645 | 102 | 6.6% | $3.79万 | 加仓 |
| HD | HOME DEPOT INC | $58.50万 | 0.13% | 1,779 | 2 | 0.1% | $658 | 加仓 |
| TIP | ISHARES TR | $57.22万 | 0.13% | 5,185 | -358 | -6.5% | -$3.95万 | 减仓 |
| CVX | CHEVRON CORPORATION | $56.48万 | 0.13% | 2,730 | 472 | 20.9% | $9.77万 | 加仓 |
| META | META PLATFORMS INC | $53.67万 | 0.12% | 938 | 226 | 31.7% | $12.93万 | 加仓 |
| GE | GE AEROSPACE | $53.49万 | 0.12% | 1,885 | -41 | -2.1% | -$1.16万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $53.27万 | 0.12% | 6,794 | 26 | 0.4% | $2,039 | 加仓 |
| MS | MORGAN STANLEY | $52.10万 | 0.12% | 3,166 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $51.72万 | 0.12% | 4,299 | -67 | -1.5% | -$8,060 | 减仓 |
| MLI | MUELLER INDS INC | $49.47万 | 0.11% | 4,465 | 14 | 0.3% | $1,551 | 加仓 |
| RTX | RTX CORPORATION | $49.34万 | 0.11% | 2,558 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $49.23万 | 0.11% | 13,855 | 71 | 0.5% | $2,523 | 加仓 |
| SUI | SUN CMNTYS INC | $48.96万 | 0.11% | 3,887 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $48.44万 | 0.11% | 1,790 | 145 | 8.8% | $3.92万 | 加仓 |
| IXUS | ISHARES TR | $47.50万 | 0.11% | 5,482 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $47.48万 | 0.11% | 1,534 | -40 | -2.5% | -$1.24万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.27万 | 0.10% | 1,852 | -27 | -1.4% | -$6,599 | 减仓 |
| IWM | ISHARES TR | $45.26万 | 0.10% | 1,825 | -9 | -0.5% | -$2,232 | 减仓 |
| CMF | ISHARES TR | $38.94万 | 0.09% | 6,849 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $36.71万 | 0.08% | 2,364 | -121 | -4.9% | -$1.88万 | 减仓 |
| GEV | GE VERNOVA INC | $36.57万 | 0.08% | 419 | -11 | -2.6% | -$9,602 | 减仓 |
| CSCO | CISCO SYS INC | $36.23万 | 0.08% | 4,669 | -301 | -6.1% | -$2.34万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $35.85万 | 0.08% | 6,928 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $35.41万 | 0.08% | 385 | 52 | 15.6% | $4.78万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $35.20万 | 0.08% | 5,602 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $35.15万 | 0.08% | 2,541 | 18 | 0.7% | $2,490 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $35.10万 | 0.08% | 1,223 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $34.72万 | 0.08% | 575 | 1 | 0.2% | $604 | 加仓 |
| WPC | WP CAREY INC | $34.05万 | 0.08% | 5,010 | 14 | 0.3% | $951 | 加仓 |
| VO | VANGUARD INDEX FDS | $32.94万 | 0.08% | 1,147 | 53 | 4.8% | $1.52万 | 加仓 |
| CAT | CATERPILLAR INC | $32.66万 | 0.07% | 461 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $32.32万 | 0.07% | 15,340 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $31.91万 | 0.07% | 2,169 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $31.89万 | 0.07% | 638 | 249 | 64.0% | $12.45万 | 加仓 |
| V | VISA INC | $30.34万 | 0.07% | 1,004 | 397 | 65.4% | $12.00万 | 加仓 |
| IYH | ISHARES TR | $30.22万 | 0.07% | 4,902 | -406 | -7.6% | -$2.50万 | 减仓 |