Summit Wealth Partners, LLC
Orlando FL · SEC CIK 0002033312
$7.02亿2026Q2 申报市值
280持仓数
30.6%前十大占比 · 第一大 4.8%
19 / 11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
FBND 加仓+$1,143.75万
IUSB 加仓+$182.53万
DYNF 加仓+$167.02万
IVV 加仓+$157.34万
BINC 加仓+$150.76万
2026Q2 卖出最多 按季末市值估算
XLE 减仓-$245.57万
IGIB 减仓-$232.43万
BSV 减仓-$216.71万
IGSB 减仓-$193.10万
IEF 减仓-$185.92万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,403.78万 | 4.85% | 45,451 | 2,101 | 4.8% | $157.34万 | 加仓 |
| IWF | ISHARES TR | $2,810.04万 | 4.00% | 226,306 | -650 | -0.3% | -$8.07万 | 减仓 |
| QUAL | ISHARES TR | $2,602.24万 | 3.71% | 118,591 | -6,185 | -5.0% | -$135.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,560.26万 | 3.65% | 34,767 | 37 | 0.1% | $2.72万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,951.22万 | 2.78% | 372,797 | 28,804 | 8.4% | $150.76万 | 加仓 |
| IUSB | ISHARES TR | $1,742.30万 | 2.48% | 377,530 | 39,552 | 11.7% | $182.53万 | 加仓 |
| AGG | ISHARES TR | $1,682.14万 | 2.40% | 169,947 | -6,107 | -3.5% | -$60.45万 | 减仓 |
| USMV | ISHARES TR | $1,675.02万 | 2.39% | 173,650 | -8,802 | -4.8% | -$84.90万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,641.31万 | 2.34% | 324,561 | -17,168 | -5.0% | -$86.82万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,410.71万 | 2.01% | 310,113 | 251,428 | 428.4% | $1,143.75万 | 加仓 |
| IGSB | ISHARES TR | $1,393.08万 | 1.98% | 265,804 | -36,844 | -12.2% | -$193.10万 | 减仓 |
| IEFA | ISHARES TR | $1,337.97万 | 1.91% | 138,535 | -3,143 | -2.2% | -$30.36万 | 减仓 |
| BRO | BROWN & BROWN INC | $1,293.91万 | 1.84% | 201,700 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $1,218.27万 | 1.74% | 77,091 | 596 | 0.8% | $9.42万 | 加仓 |
| IGIB | ISHARES TR | $1,215.50万 | 1.73% | 228,606 | -43,714 | -16.1% | -$232.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,179.45万 | 1.68% | 58,946 | 1,088 | 1.9% | $21.77万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,153.58万 | 1.64% | 15,448 | 9 | 0.1% | $6,721 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,137.41万 | 1.62% | 124,703 | 13,741 | 12.4% | $125.33万 | 加仓 |
| IQLT | ISHARES TR | $1,103.87万 | 1.57% | 222,779 | -9,678 | -4.2% | -$47.95万 | 减仓 |
| AAPL | APPLE INC | $1,027.82万 | 1.46% | 35,521 | 532 | 1.5% | $15.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $995.52万 | 1.42% | 115,570 | 14,656 | 14.5% | $126.25万 | 加仓 |
| IWB | ISHARES TR | $975.05万 | 1.39% | 23,811 | -1,109 | -4.5% | -$45.41万 | 减仓 |
| ITOT | ISHARES TR | $841.45万 | 1.20% | 51,224 | 721 | 1.4% | $11.84万 | 加仓 |
| IDEV | ISHARES TR | $812.84万 | 1.16% | 91,321 | 9,948 | 12.2% | $88.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $804.36万 | 1.15% | 54,853 | 384 | 0.7% | $5.63万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $790.45万 | 1.13% | 15,131 | -37 | -0.2% | -$1.93万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $772.01万 | 1.10% | 80,010 | 1,303 | 1.7% | $12.57万 | 加仓 |
| IWR | ISHARES TR | $768.10万 | 1.09% | 69,625 | -1,426 | -2.0% | -$15.73万 | 减仓 |
| IEF | ISHARES TR | $745.20万 | 1.06% | 78,799 | -19,660 | -20.0% | -$185.92万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $734.96万 | 1.05% | 108,067 | 24,558 | 29.4% | $167.02万 | 加仓 |
| IJH | ISHARES TR | $692.55万 | 0.99% | 89,814 | 3,218 | 3.7% | $24.81万 | 加仓 |
| IWM | ISHARES TR | $690.94万 | 0.98% | 22,997 | -2,130 | -8.5% | -$64.00万 | 减仓 |
| HDV | ISHARES TR | $659.96万 | 0.94% | 240,773 | -3,542 | -1.4% | -$9.71万 | 减仓 |
| AMZN | AMAZON COM INC | $606.96万 | 0.86% | 25,466 | 365 | 1.5% | $8.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $574.95万 | 0.82% | 15,413 | 1,233 | 8.7% | $45.99万 | 加仓 |
| IUSV | ISHARES TR | $540.26万 | 0.77% | 49,048 | 140 | 0.3% | $1.54万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $539.99万 | 0.77% | 106,601 | 2,475 | 2.4% | $12.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $522.22万 | 0.74% | 7,223 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $508.36万 | 0.72% | 34,277 | 1,243 | 3.8% | $18.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $483.38万 | 0.69% | 14,767 | 21 | 0.1% | $6,874 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $481.09万 | 0.69% | 102,491 | 2,169 | 2.2% | $10.18万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $477.29万 | 0.68% | 84,505 | 2,202 | 2.7% | $12.44万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $472.94万 | 0.67% | 36,925 | -5,631 | -13.2% | -$72.12万 | 减仓 |
| DVY | ISHARES TR | $429.99万 | 0.61% | 27,511 | -676 | -2.4% | -$10.57万 | 减仓 |
| ICOW | PACER FDS TR | $414.39万 | 0.59% | 99,541 | 2,517 | 2.6% | $10.48万 | 加仓 |
| GOOG | ALPHABET INC | $398.92万 | 0.57% | 11,290 | 303 | 2.8% | $10.71万 | 加仓 |
| GLD | SPDR GOLD TR | $395.09万 | 0.56% | 10,725 | 577 | 5.7% | $21.26万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $385.42万 | 0.55% | 62,711 | 7,556 | 13.7% | $46.44万 | 加仓 |
| ISTB | ISHARES TR | $360.59万 | 0.51% | 74,735 | 214 | 0.3% | $1.03万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $356.23万 | 0.51% | 67,570 | 18,236 | 37.0% | $96.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $340.21万 | 0.48% | 13,396 | -117 | -0.9% | -$2.97万 | 减仓 |
| VB | VANGUARD INDEX FDS | $328.31万 | 0.47% | 10,831 | -222 | -2.0% | -$6.73万 | 减仓 |
| OEF | ISHARES TR | $326.17万 | 0.46% | 8,915 | 1,051 | 13.4% | $38.45万 | 加仓 |
| CAT | CATERPILLAR INC | $320.32万 | 0.46% | 3,008 | -10 | -0.3% | -$1.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $311.58万 | 0.44% | 16,354 | 2,707 | 19.8% | $51.57万 | 加仓 |
| DGRO | ISHARES TR | $307.80万 | 0.44% | 40,612 | 1,296 | 3.3% | $9.82万 | 加仓 |
| GOOGL | ALPHABET INC | $299.98万 | 0.43% | 8,394 | 74 | 0.9% | $2.64万 | 加仓 |
| WMT | WALMART INC | $282.17万 | 0.40% | 24,913 | -106 | -0.4% | -$1.20万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $281.72万 | 0.40% | 47,165 | -1,051 | -2.2% | -$6.28万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $274.48万 | 0.39% | 80,433 | 5,817 | 7.8% | $19.85万 | 加仓 |
| REGL | PROSHARES TR | $269.86万 | 0.38% | 29,470 | -1,658 | -5.3% | -$15.18万 | 减仓 |
| AVGO | BROADCOM INC | $263.87万 | 0.38% | 6,985 | -22 | -0.3% | -$8,311 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $259.78万 | 0.37% | 43,521 | -392 | -0.9% | -$2.34万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $234.62万 | 0.33% | 46,003 | 201 | 0.4% | $1.03万 | 加仓 |
| IXUS | ISHARES TR | $233.29万 | 0.33% | 24,443 | 687 | 2.9% | $6.56万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $227.89万 | 0.32% | 31,044 | 580 | 1.9% | $4.26万 | 加仓 |
| MRK | MERCK & CO INC | $201.15万 | 0.29% | 15,653 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $198.70万 | 0.28% | 27,888 | -29 | -0.1% | -$2,066 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $192.47万 | 0.27% | 58,449 | 42,190 | 259.5% | $138.93万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $190.07万 | 0.27% | 37,727 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $187.00万 | 0.27% | 41,245 | 848 | 2.1% | $3.84万 | 加仓 |
| HD | HOME DEPOT INC | $186.61万 | 0.27% | 5,291 | -267 | -4.8% | -$9.42万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $184.42万 | 0.26% | 1,598 | 63 | 4.1% | $7.27万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $183.75万 | 0.26% | 2,613 | -81 | -3.0% | -$5.70万 | 减仓 |
| AOA | ISHARES TR | $174.95万 | 0.25% | 17,925 | 1,132 | 6.7% | $11.05万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $170.17万 | 0.24% | 53,665 | 6,403 | 13.5% | $20.30万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $156.70万 | 0.22% | 26,925 | 1,354 | 5.3% | $7.88万 | 加仓 |
| MS | MORGAN STANLEY | $156.68万 | 0.22% | 7,495 | 85 | 1.1% | $1.78万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $150.24万 | 0.21% | 22,231 | -2,532 | -10.2% | -$17.11万 | 减仓 |
| IUSG | ISHARES TR | $149.31万 | 0.21% | 7,938 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $147.86万 | 0.21% | 19,210 | -16 | -0.1% | -$1,232 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $144.42万 | 0.21% | 17,474 | -1,264 | -6.7% | -$10.45万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $143.57万 | 0.20% | 12,242 | 354 | 3.0% | $4.15万 | 加仓 |
| ORCL | ORACLE CORP | $130.21万 | 0.19% | 8,885 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $129.81万 | 0.18% | 6,101 | 4 | 0.1% | $851 | 加仓 |
| IBTG | ISHARES TR | $127.76万 | 0.18% | 55,813 | -5,046 | -8.3% | -$11.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $126.30万 | 0.18% | 1,350 | -58 | -4.1% | -$5.43万 | 减仓 |
| KO | COCA COLA CO | $123.67万 | 0.18% | 15,217 | 10 | 0.1% | $813 | 加仓 |
| TSLA | TESLA INC | $122.94万 | 0.18% | 2,923 | 30 | 1.0% | $1.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $122.23万 | 0.17% | 3,303 | -8 | -0.2% | -$2,961 | 减仓 |
| SHYG | ISHARES TR | $119.71万 | 0.17% | 28,228 | -2,496 | -8.1% | -$10.59万 | 减仓 |
| MCD | MCDONALDS CORP | $115.59万 | 0.16% | 4,276 | 29 | 0.7% | $7,840 | 加仓 |
| VTV | VANGUARD INDEX FDS | $113.43万 | 0.16% | 5,205 | 483 | 10.2% | $10.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $111.37万 | 0.16% | 6,156 | 9 | 0.1% | $1,628 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $111.11万 | 0.16% | 38,460 | 21,115 | 121.7% | $61.00万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $110.05万 | 0.16% | 21,425 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $109.50万 | 0.16% | 19,218 | 219 | 1.2% | $1.25万 | 加仓 |
| META | META PLATFORMS INC | $109.34万 | 0.16% | 1,941 | 112 | 6.1% | $6.31万 | 加仓 |
| SNDK | SANDISK CORP | $108.91万 | 0.16% | 479 | 479 | — | $108.91万 | 新建仓 |
| NFLX | NETFLIX INC. | $107.67万 | 0.15% | 15,080 | -4,895 | -24.5% | -$34.95万 | 减仓 |