Summit Wealth Partners, LLC
Orlando FL · SEC CIK 0002033312
$6.32亿2026Q1 申报市值
271持仓数
31.3%前十大占比 · 第一大 4.5%
66 / 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
NVDA 加仓+$872.02万
AAPL 加仓+$461.59万
AMZN 加仓+$403.38万
XLE 加仓+$324.08万
MSFT 加仓+$320.04万
2026Q1 卖出最多 按季末市值估算
AGG 减仓-$185.15万
QUAL 减仓-$78.53万
VIG 重新持有-$70.30万
USMV 减仓-$57.89万
FTSM 减仓-$47.71万
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 |
|---|---|---|---|---|---|---|---|---|
| FSMB | FIRST TR EXCH TRADED FD III | $46.69万 | 0.07% | 23,394 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $46.82万 | 0.07% | 1,760 | 883 | 100.7% | $23.49万 | 加仓 |
| — | FIDELITY GREENWOOD STREET TR | $47.06万 | 0.07% | 17,345 | 3,445 | 24.8% | $9.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $47.07万 | 0.07% | 5,068 | 2,487 | 96.4% | $23.10万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $47.07万 | 0.07% | 690 | 132 | 23.7% | $9.01万 | 加仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $47.83万 | 0.08% | 16,259 | 3,259 | 25.1% | $9.59万 | 加仓 |
| AMGN | AMGEN INC | $48.27万 | 0.08% | 1,372 | 446 | 48.2% | $15.69万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $48.38万 | 0.08% | 9,799 | 9,799 | — | $48.38万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $48.67万 | 0.08% | 25,614 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $48.98万 | 0.08% | 4,599 | 637 | 16.1% | $6.78万 | 加仓 |
| COWG | PACER FDS TR | $49.98万 | 0.08% | 14,814 | -5,282 | -26.3% | -$17.82万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $50.95万 | 0.08% | 15,226 | 15,226 | — | $50.95万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $51.60万 | 0.08% | 9,596 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR ETFS TRUST | $51.69万 | 0.08% | 15,923 | 15,923 | — | $51.69万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $51.85万 | 0.08% | 1,535 | 1,535 | — | $51.85万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.71万 | 0.08% | 10,500 | 2,952 | 39.1% | $14.82万 | 加仓 |
| IWD | ISHARES TR | $52.97万 | 0.08% | 2,479 | 2,479 | — | $52.97万 | 新建仓 |
| SBUX | STARBUCKS CORP | $54.90万 | 0.09% | 6,128 | 6,128 | — | $54.90万 | 新建仓 |
| IBDW | ISHARES TR | $55.50万 | 0.09% | 26,517 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $55.95万 | 0.09% | 14,189 | -772 | -5.2% | -$3.04万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $56.37万 | 0.09% | 11,316 | -100 | -0.9% | -$4,981 | 减仓 |
| WFC | WELLS FARGO & CO | $56.47万 | 0.09% | 7,093 | 4,923 | 226.9% | $39.19万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $56.52万 | 0.09% | 1,672 | 495 | 42.1% | $16.73万 | 加仓 |
| IBHF | ISHARES TR | $56.74万 | 0.09% | 24,722 | -1,566 | -6.0% | -$3.59万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $57.02万 | 0.09% | 3,525 | 3,525 | — | $57.02万 | 新建仓 |
| AOM | ISHARES TR | $57.22万 | 0.09% | 12,078 | -884 | -6.8% | -$4.19万 | 减仓 |
| MO | ALTRIA GROUP INC | $57.46万 | 0.09% | 8,707 | 1,725 | 24.7% | $11.38万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $57.62万 | 0.09% | 4,398 | 4,398 | — | $57.62万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $57.73万 | 0.09% | 6,508 | 6,508 | — | $57.73万 | 新建仓 |
| HYG | ISHARES TR | $57.79万 | 0.09% | 7,264 | -649 | -8.2% | -$5.16万 | 减仓 |
| — | HONEYWELL INTL INC | $58.02万 | 0.09% | 2,567 | 874 | 51.6% | $19.76万 | 加仓 |
| IBDS | ISHARES TR | $58.63万 | 0.09% | 24,186 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $59.21万 | 0.09% | 2,914 | 140 | 5.0% | $2.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $59.21万 | 0.09% | 2,443 | 605 | 32.9% | $14.66万 | 加仓 |
| T | AT&T INC | $60.21万 | 0.10% | 20,769 | 969 | 4.9% | $2.81万 | 加仓 |
| PFE | PFIZER INC | $61.29万 | 0.10% | 21,826 | 2,357 | 12.1% | $6.62万 | 加仓 |
| ITA | ISHARES TR | $62.28万 | 0.10% | 2,847 | 2,847 | — | $62.28万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $63.22万 | 0.10% | 14,799 | -717 | -4.6% | -$3.06万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.15万 | 0.10% | 2,983 | -3,269 | -52.3% | -$70.30万 | 重新持有 |
| DEM | WISDOMTREE TR | $65.10万 | 0.10% | 13,100 | -2,050 | -13.5% | -$10.19万 | 减仓 |
| IBDR | ISHARES TR | $66.90万 | 0.11% | 27,599 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $68.27万 | 0.11% | 2,257 | 2,257 | — | $68.27万 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $68.46万 | 0.11% | 14,401 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $68.85万 | 0.11% | 8,873 | 8,873 | — | $68.85万 | 新建仓 |
| ACWI | ISHARES TR | $70.75万 | 0.11% | 5,113 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $72.25万 | 0.11% | 1,209 | 50 | 4.3% | $2.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $72.83万 | 0.12% | 19,813 | -2,042 | -9.3% | -$7.51万 | 减仓 |
| MMM | 3M CO | $73.18万 | 0.12% | 5,039 | 2,257 | 81.1% | $32.78万 | 加仓 |
| IBDT | ISHARES TR | $75.00万 | 0.12% | 29,607 | 35 | 0.1% | $887 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $75.62万 | 0.12% | 1,251 | 548 | 78.0% | $33.12万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $76.98万 | 0.12% | 11,529 | -56 | -0.5% | -$3,739 | 减仓 |
| CVX | CHEVRON CORPORATION | $78.51万 | 0.12% | 3,795 | 2,425 | 177.0% | $50.17万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $80.13万 | 0.13% | 2,450 | 1,450 | 145.0% | $47.43万 | 加仓 |
| ABBV | ABBVIE INC | $80.44万 | 0.13% | 3,699 | 1,483 | 66.9% | $32.25万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $81.46万 | 0.13% | 8,805 | 0 | 0.0% | — | 不变 |
| ILTB | ISHARES TR | $82.75万 | 0.13% | 16,894 | -2,173 | -11.4% | -$10.64万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $82.84万 | 0.13% | 24,531 | -2,467 | -9.1% | -$8.33万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $83.45万 | 0.13% | 19,379 | -159 | -0.8% | -$6,847 | 减仓 |
| IEMG | ISHARES INC | $84.25万 | 0.13% | 12,078 | 415 | 3.6% | $2.89万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.80万 | 0.13% | 31,938 | -1,002 | -3.0% | -$2.66万 | 减仓 |
| AOR | ISHARES TR | $85.04万 | 0.13% | 13,215 | 606 | 4.8% | $3.90万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $86.70万 | 0.14% | 20,468 | -406 | -1.9% | -$1.72万 | 减仓 |
| DIS | DISNEY WALT CO | $88.73万 | 0.14% | 9,206 | 7,282 | 378.5% | $70.19万 | 加仓 |
| EFA | ISHARES TR | $89.63万 | 0.14% | 9,227 | 6,130 | 197.9% | $59.54万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $90.45万 | 0.14% | 12,044 | 1 | 0.0% | $75 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $91.07万 | 0.14% | 8,215 | 8,215 | — | $91.07万 | 新建仓 |
| BAC | BANK AMERICA CORP | $92.62万 | 0.15% | 18,999 | 18,999 | — | $92.62万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $92.65万 | 0.15% | 4,722 | 678 | 16.8% | $13.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $95.79万 | 0.15% | 37,726 | 25,454 | 207.4% | $64.63万 | 重新持有 |
| VO | VANGUARD INDEX FDS | $96.07万 | 0.15% | 3,345 | -13 | -0.4% | -$3,734 | 减仓 |
| IAU | ISHARES GOLD TR | $96.09万 | 0.15% | 10,900 | 4,485 | 69.9% | $39.54万 | 加仓 |
| IEI | ISHARES TR | $97.91万 | 0.16% | 8,256 | -15 | -0.2% | -$1,779 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $101.63万 | 0.16% | 6,147 | 416 | 7.3% | $6.88万 | 加仓 |
| XSOE | WISDOMTREE TR | $102.36万 | 0.16% | 25,525 | -2,453 | -8.8% | -$9.84万 | 减仓 |
| IBTH | ISHARES TR | $103.01万 | 0.16% | 45,924 | -14 | -0.0% | -$314 | 减仓 |
| META | META PLATFORMS INC | $104.65万 | 0.17% | 1,829 | 878 | 92.3% | $50.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $106.21万 | 0.17% | 3,311 | -103 | -3.0% | -$3.30万 | 减仓 |
| TSLA | TESLA INC | $107.55万 | 0.17% | 2,893 | 1,477 | 104.3% | $54.91万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $108.54万 | 0.17% | 21,425 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $109.80万 | 0.17% | 6,471 | 4,493 | 227.1% | $76.23万 | 加仓 |
| KO | COCA COLA CO | $115.65万 | 0.18% | 15,207 | 11,605 | 322.2% | $88.26万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $117.01万 | 0.19% | 6,097 | 690 | 12.8% | $13.24万 | 加仓 |
| MS | MORGAN STANLEY | $121.95万 | 0.19% | 7,410 | 7,410 | — | $121.95万 | 新建仓 |
| IUSG | ISHARES TR | $123.13万 | 0.19% | 7,938 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $126.29万 | 0.20% | 13,060 | -1,308 | -9.1% | -$12.65万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $129.56万 | 0.21% | 11,888 | 11,888 | — | $129.56万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $129.88万 | 0.21% | 16,385 | -3,433 | -17.3% | -$27.21万 | 减仓 |
| SHYG | ISHARES TR | $129.99万 | 0.21% | 30,724 | -3,671 | -10.7% | -$15.53万 | 减仓 |
| ORCL | ORACLE CORP | $130.71万 | 0.21% | 8,885 | 5,795 | 187.5% | $85.25万 | 加仓 |
| MCD | MCDONALDS CORP | $132.00万 | 0.21% | 4,247 | 3,549 | 508.5% | $110.31万 | 加仓 |
| IBTG | ISHARES TR | $139.46万 | 0.22% | 60,859 | -3,154 | -4.9% | -$7.23万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $140.31万 | 0.22% | 1,408 | 1,119 | 387.2% | $111.51万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $145.00万 | 0.23% | 47,262 | 2,939 | 6.6% | $9.02万 | 加仓 |
| COPX | GLOBAL X FDS | $146.79万 | 0.23% | 19,226 | 19,226 | — | $146.79万 | 新建仓 |
| AOA | ISHARES TR | $148.60万 | 0.24% | 16,793 | 542 | 3.3% | $4.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $149.69万 | 0.24% | 25,571 | 275 | 1.1% | $1.61万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $155.06万 | 0.25% | 18,738 | -361 | -1.9% | -$2.99万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $158.26万 | 0.25% | 24,763 | -2,236 | -8.3% | -$14.29万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $162.56万 | 0.26% | 49,334 | 20,108 | 68.8% | $66.26万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $166.17万 | 0.26% | 2,694 | 627 | 30.3% | $38.67万 | 加仓 |