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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $42.51万 | 0.06% | 10,039 | -461 | -4.4% | -$1.95万 | 减仓 |
| POWR | ISHARES INC | $42.92万 | 0.06% | 15,351 | 15,351 | — | $42.92万 | 新建仓 |
| T | AT&T INC | $42.99万 | 0.06% | 20,769 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $43.73万 | 0.06% | 3,348 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $44.09万 | 0.06% | 4,097 | -85 | -2.0% | -$9,148 | 减仓 |
| NEE | NEXTERA ENERGY INC | $45.54万 | 0.06% | 5,188 | 120 | 2.4% | $1.05万 | 加仓 |
| RAAX | VANECK ETF TRUST | $45.83万 | 0.07% | 11,553 | 11,553 | — | $45.83万 | 新建仓 |
| V | VISA INC | $46.52万 | 0.07% | 1,356 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $46.84万 | 0.07% | 2,952 | 2 | 0.1% | $317 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $47.06万 | 0.07% | 23,542 | 148 | 0.6% | $2,959 | 加仓 |
| ALL | ALLSTATE CORP | $47.59万 | 0.07% | 2,000 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $48.11万 | 0.07% | 8,349 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $48.36万 | 0.07% | 25,072 | -542 | -2.1% | -$1.05万 | 减仓 |
| SMH | VANECK ETF TRUST | $48.93万 | 0.07% | 746 | 746 | — | $48.93万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $48.93万 | 0.07% | 1,177 | -170 | -12.6% | -$7.07万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $49.40万 | 0.07% | 4,398 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $49.68万 | 0.07% | 1,372 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $49.79万 | 0.07% | 1,787 | 27 | 1.5% | $7,522 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $51.42万 | 0.07% | 15,005 | -221 | -1.5% | -$7,574 | 减仓 |
| PFE | PFIZER INC | $52.15万 | 0.07% | 21,656 | -170 | -0.8% | -$4,094 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $52.53万 | 0.07% | 9,799 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $54.01万 | 0.08% | 534 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $54.06万 | 0.08% | 5,078 | 479 | 10.4% | $5.10万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $54.44万 | 0.08% | 10,936 | -380 | -3.4% | -$1.89万 | 减仓 |
| UNP | UNION PAC CORP | $54.61万 | 0.08% | 2,008 | 881 | 78.2% | $23.96万 | 加仓 |
| IBDW | ISHARES TR | $55.26万 | 0.08% | 26,517 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $55.99万 | 0.08% | 24,722 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $56.70万 | 0.08% | 7,277 | -27,816 | -79.3% | -$216.71万 | 减仓 |
| HYG | ISHARES TR | $56.81万 | 0.08% | 7,104 | -160 | -2.2% | -$1.28万 | 减仓 |
| IWO | ISHARES TR | $56.97万 | 0.08% | 1,446 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $57.46万 | 0.08% | 12,590 | -2,209 | -14.9% | -$10.08万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $57.51万 | 0.08% | 2,336 | 1,252 | 115.5% | $30.83万 | 加仓 |
| IBTL | ISHARES TR | $57.82万 | 0.08% | 28,638 | 8,222 | 40.3% | $16.60万 | 加仓 |
| WFC | WELLS FARGO & CO | $58.45万 | 0.08% | 7,072 | -21 | -0.3% | -$1,736 | 减仓 |
| IBDS | ISHARES TR | $58.58万 | 0.08% | 24,186 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $59.09万 | 0.08% | 22,757 | 22,757 | — | $59.09万 | 新建仓 |
| AOM | ISHARES TR | $59.46万 | 0.08% | 11,918 | -160 | -1.3% | -$7,982 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $59.51万 | 0.08% | 13,794 | -395 | -2.8% | -$1.70万 | 减仓 |
| IWD | ISHARES TR | $60.00万 | 0.09% | 2,475 | -4 | -0.2% | -$970 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $62.47万 | 0.09% | 6,478 | -30 | -0.5% | -$2,893 | 减仓 |
| SBUX | STARBUCKS CORP | $62.66万 | 0.09% | 6,132 | 4 | 0.1% | $409 | 加仓 |
| MO | ALTRIA GROUP INC | $62.79万 | 0.09% | 8,728 | 21 | 0.2% | $1,511 | 加仓 |
| CVX | CHEVRON CORPORATION | $63.14万 | 0.09% | 3,809 | 14 | 0.4% | $2,321 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $64.03万 | 0.09% | 2,859 | -55 | -1.9% | -$1.23万 | 减仓 |
| EEM | ISHARES TR | $64.65万 | 0.09% | 9,450 | 1,839 | 24.2% | $12.58万 | 加仓 |
| IBDR | ISHARES TR | $65.84万 | 0.09% | 27,174 | -425 | -1.5% | -$1.03万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.72万 | 0.10% | 2,444 | 1 | 0.0% | $281 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.05万 | 0.10% | 1,355 | 104 | 8.3% | $5.30万 | 加仓 |
| DEM | WISDOMTREE TR | $69.29万 | 0.10% | 12,881 | -219 | -1.7% | -$1.18万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $69.29万 | 0.10% | 21,804 | 21,804 | — | $69.29万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $70.40万 | 0.10% | 3,801 | 276 | 7.8% | $5.11万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $72.58万 | 0.10% | 13,667 | -46,238 | -77.2% | -$245.57万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $72.83万 | 0.10% | 15,020 | 619 | 4.3% | $3.00万 | 加仓 |
| ITA | ISHARES TR | $73.67万 | 0.10% | 3,039 | 192 | 6.7% | $4.65万 | 加仓 |
| IBDT | ISHARES TR | $74.89万 | 0.11% | 29,661 | 54 | 0.2% | $1,364 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $75.86万 | 0.11% | 3,206 | 223 | 7.5% | $5.28万 | 加仓 |
| INTC | INTEL CORP | $76.57万 | 0.11% | 5,484 | 0 | 0.0% | — | 不变 |
| EMBX | VANECK FDS | $76.77万 | 0.11% | 14,962 | 9,167 | 158.2% | $47.04万 | 加仓 |
| ILTB | ISHARES TR | $77.87万 | 0.11% | 15,810 | -1,084 | -6.4% | -$5.34万 | 减仓 |
| ACWI | ISHARES TR | $80.26万 | 0.11% | 5,113 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $80.57万 | 0.11% | 2,382 | 125 | 5.5% | $4.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.72万 | 0.11% | 19,343 | -470 | -2.4% | -$1.96万 | 减仓 |
| MMM | 3M CO | $81.61万 | 0.12% | 5,040 | 1 | 0.0% | $162 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $82.83万 | 0.12% | 1,734 | 62 | 3.7% | $2.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $83.12万 | 0.12% | 1,210 | 1 | 0.1% | $687 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $83.65万 | 0.12% | 24,697 | 8,774 | 55.1% | $29.72万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $83.69万 | 0.12% | 19,960 | -508 | -2.5% | -$2.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $84.01万 | 0.12% | 30,594 | -1,344 | -4.2% | -$3.69万 | 减仓 |
| IEI | ISHARES TR | $84.52万 | 0.12% | 7,196 | -1,060 | -12.8% | -$12.45万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $86.12万 | 0.12% | 10,897 | -5,488 | -33.5% | -$43.37万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $87.96万 | 0.13% | 8,805 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $89.02万 | 0.13% | 9,248 | 42 | 0.5% | $4,043 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $89.24万 | 0.13% | 19,379 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $89.29万 | 0.13% | 8,335 | 120 | 1.5% | $1.29万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $89.54万 | 0.13% | 11,475 | -54 | -0.5% | -$4,214 | 减仓 |
| IAU | ISHARES GOLD TR | $89.98万 | 0.13% | 11,916 | 1,016 | 9.3% | $7.67万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $90.35万 | 0.13% | 24,734 | 203 | 0.8% | $7,416 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $90.79万 | 0.13% | 2,450 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $92.93万 | 0.13% | 6,797 | 326 | 5.0% | $4.46万 | 加仓 |
| ABBV | ABBVIE INC | $93.08万 | 0.13% | 3,699 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $93.17万 | 0.13% | 13,405 | 190 | 1.4% | $1.32万 | 加仓 |
| MOAT | VANECK ETF TRUST | $93.83万 | 0.13% | 9,026 | -4,034 | -30.9% | -$41.94万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $98.15万 | 0.14% | 11,719 | -325 | -2.7% | -$2.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $99.03万 | 0.14% | 38,112 | 386 | 1.0% | $1.00万 | 加仓 |
| IEMG | ISHARES INC | $100.75万 | 0.14% | 12,162 | 84 | 0.7% | $6,958 | 加仓 |
| EFA | ISHARES TR | $101.35万 | 0.14% | 9,757 | 530 | 5.7% | $5.51万 | 加仓 |
| IBTH | ISHARES TR | $102.71万 | 0.15% | 45,912 | -12 | -0.0% | -$268 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $104.10万 | 0.15% | 1,792 | 4 | 0.2% | $2,324 | 加仓 |
| CSCO | CISCO SYS INC | $104.29万 | 0.15% | 8,879 | 6 | 0.1% | $705 | 加仓 |
| VO | VANGUARD INDEX FDS | $106.69万 | 0.15% | 13,242 | -138 | -1.0% | -$1.11万 | 减仓 |
| XSOE | WISDOMTREE TR | $106.97万 | 0.15% | 21,752 | -3,773 | -14.8% | -$18.56万 | 减仓 |
| NFLX | NETFLIX INC. | $107.67万 | 0.15% | 15,080 | -4,895 | -24.5% | -$34.95万 | 减仓 |
| SNDK | SANDISK CORP | $108.91万 | 0.16% | 479 | 479 | — | $108.91万 | 新建仓 |
| META | META PLATFORMS INC | $109.34万 | 0.16% | 1,941 | 112 | 6.1% | $6.31万 | 加仓 |
| BAC | BANK OF AMER CORP | $109.50万 | 0.16% | 19,218 | 219 | 1.2% | $1.25万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $110.05万 | 0.16% | 21,425 | 0 | 0.0% | — | 不变 |
| — | FIDELITY GREENWOOD STREET TR | $111.11万 | 0.16% | 38,460 | 21,115 | 121.7% | $61.00万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $111.37万 | 0.16% | 6,156 | 9 | 0.1% | $1,628 | 加仓 |
| VTV | VANGUARD INDEX FDS | $113.43万 | 0.16% | 5,205 | 483 | 10.2% | $10.53万 | 加仓 |
| MCD | MCDONALDS CORP | $115.59万 | 0.16% | 4,276 | 29 | 0.7% | $7,840 | 加仓 |