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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,831.67万 | 4.48% | 43,350 | 1,701 | 4.1% | $111.11万 | 加仓 |
| IWF | ISHARES TR | $2,419.33万 | 3.83% | 56,739 | 962 | 1.7% | $41.02万 | 加仓 |
| QUAL | ISHARES TR | $2,393.33万 | 3.79% | 124,776 | -4,094 | -3.2% | -$78.53万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,004.57万 | 3.17% | 34,730 | 445 | 1.3% | $25.68万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,786.36万 | 2.83% | 343,993 | 30,009 | 9.6% | $155.84万 | 加仓 |
| AGG | ISHARES TR | $1,747.68万 | 2.77% | 176,054 | -18,651 | -9.6% | -$185.15万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,729.49万 | 2.74% | 341,729 | -1,656 | -0.5% | -$8.38万 | 减仓 |
| USMV | ISHARES TR | $1,692.06万 | 2.68% | 182,452 | -6,242 | -3.3% | -$57.89万 | 减仓 |
| IGSB | ISHARES TR | $1,590.72万 | 2.52% | 302,648 | 8,545 | 2.9% | $44.91万 | 加仓 |
| IUSB | ISHARES TR | $1,561.12万 | 2.47% | 337,978 | 26,064 | 8.4% | $120.39万 | 加仓 |
| IGIB | ISHARES TR | $1,449.29万 | 2.29% | 272,320 | 6,300 | 2.4% | $33.53万 | 加仓 |
| BRO | BROWN & BROWN INC | $1,315.29万 | 2.08% | 201,700 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $1,282.61万 | 2.03% | 141,678 | 25 | 0.0% | $2,263 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,132.90万 | 1.79% | 76,495 | -1,327 | -1.7% | -$19.65万 | 减仓 |
| IQLT | ISHARES TR | $1,074.65万 | 1.70% | 232,457 | -9,847 | -4.1% | -$45.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,009.05万 | 1.60% | 57,858 | 50,001 | 636.4% | $872.02万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,004.06万 | 1.59% | 15,439 | 3,714 | 31.7% | $241.54万 | 加仓 |
| IEF | ISHARES TR | $939.69万 | 1.49% | 98,459 | 5,285 | 5.7% | $50.44万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $894.47万 | 1.42% | 110,962 | 7,064 | 6.8% | $56.94万 | 加仓 |
| IWB | ISHARES TR | $888.54万 | 1.41% | 24,920 | -415 | -1.6% | -$14.80万 | 减仓 |
| AAPL | APPLE INC | $887.98万 | 1.41% | 34,989 | 18,188 | 108.3% | $461.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $786.75万 | 1.25% | 54,469 | 3,257 | 6.4% | $47.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $734.64万 | 1.16% | 16,819 | 2,824 | 20.2% | $123.35万 | 加仓 |
| ITOT | ISHARES TR | $719.32万 | 1.14% | 50,503 | -2,306 | -4.4% | -$32.84万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $702.59万 | 1.11% | 15,168 | -31 | -0.2% | -$1.44万 | 减仓 |
| IWR | ISHARES TR | $690.83万 | 1.09% | 71,051 | -2,181 | -3.0% | -$21.21万 | 减仓 |
| IDEV | ISHARES TR | $680.03万 | 1.08% | 81,373 | 7,168 | 9.7% | $59.90万 | 加仓 |
| HDV | ISHARES TR | $663.17万 | 1.05% | 48,863 | 237 | 0.5% | $3.22万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $634.22万 | 1.00% | 78,707 | 2,509 | 3.3% | $20.22万 | 加仓 |
| IWM | ISHARES TR | $623.15万 | 0.99% | 25,127 | 263 | 1.1% | $6.52万 | 加仓 |
| IJH | ISHARES TR | $584.78万 | 0.93% | 86,596 | 19,533 | 29.1% | $131.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $524.89万 | 0.83% | 14,180 | 8,646 | 156.2% | $320.04万 | 加仓 |
| AMZN | AMAZON COM INC | $522.78万 | 0.83% | 25,101 | 19,368 | 337.8% | $403.38万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $520.53万 | 0.82% | 104,126 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $500.09万 | 0.79% | 48,908 | 936 | 2.0% | $9.57万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $485.86万 | 0.77% | 83,509 | 19,309 | 30.1% | $112.34万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $473.14万 | 0.75% | 42,556 | -3,058 | -6.7% | -$34.00万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $472.32万 | 0.75% | 100,322 | 9,847 | 10.9% | $46.36万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $466.49万 | 0.74% | 82,303 | 1,625 | 2.0% | $9.21万 | 加仓 |
| GLD | SPDR GOLD TR | $436.66万 | 0.69% | 10,148 | 5,765 | 131.5% | $248.06万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $433.78万 | 0.69% | 14,746 | 10,400 | 239.3% | $305.93万 | 加仓 |
| DVY | ISHARES TR | $426.79万 | 0.68% | 28,187 | 12,063 | 74.8% | $182.65万 | 加仓 |
| ICOW | PACER FDS TR | $411.77万 | 0.65% | 97,024 | 617 | 0.6% | $2.62万 | 加仓 |
| IJR | ISHARES TR | $410.65万 | 0.65% | 33,034 | 5,842 | 21.5% | $72.62万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $366.98万 | 0.58% | 59,905 | 52,902 | 755.4% | $324.08万 | 加仓 |
| ISTB | ISHARES TR | $361.13万 | 0.57% | 74,521 | -1,234 | -1.6% | -$5.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $330.30万 | 0.52% | 13,513 | 2,771 | 25.8% | $67.73万 | 加仓 |
| GOOG | ALPHABET INC | $315.18万 | 0.50% | 10,987 | 8,201 | 294.4% | $235.26万 | 加仓 |
| WMT | WALMART INC | $310.94万 | 0.49% | 25,019 | 25,019 | — | $310.94万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $306.22万 | 0.48% | 55,155 | 2,845 | 5.4% | $15.80万 | 加仓 |
| VB | VANGUARD INDEX FDS | $289.50万 | 0.46% | 11,053 | -988 | -8.2% | -$25.88万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $288.24万 | 0.46% | 48,216 | -7,981 | -14.2% | -$47.71万 | 减仓 |
| DGRO | ISHARES TR | $275.92万 | 0.44% | 39,316 | 439 | 1.1% | $3.08万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $275.17万 | 0.44% | 35,093 | 1,799 | 5.4% | $14.11万 | 加仓 |
| REGL | PROSHARES TR | $268.98万 | 0.43% | 31,128 | -3,344 | -9.7% | -$28.90万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $267.72万 | 0.42% | 58,685 | 22,500 | 62.2% | $102.65万 | 加仓 |
| OEF | ISHARES TR | $250.12万 | 0.40% | 7,864 | 2,882 | 57.8% | $91.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $246.87万 | 0.39% | 7,223 | 7,223 | — | $246.87万 | 新建仓 |
| DIHP | DIMENSIONAL ETF TRUST | $240.41万 | 0.38% | 74,616 | 3,376 | 4.7% | $10.88万 | 加仓 |
| GOOGL | ALPHABET INC | $239.25万 | 0.38% | 8,320 | 6,677 | 406.4% | $192.00万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $237.35万 | 0.38% | 43,913 | -1,014 | -2.3% | -$5.48万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $233.50万 | 0.37% | 45,802 | 2,413 | 5.6% | $12.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $224.34万 | 0.36% | 30,464 | -4,092 | -11.8% | -$30.13万 | 减仓 |
| AVGO | BROADCOM INC | $216.88万 | 0.34% | 7,007 | 2,422 | 52.8% | $74.97万 | 加仓 |
| CAT | CATERPILLAR INC | $213.81万 | 0.34% | 3,018 | 1,036 | 52.3% | $73.40万 | 重新持有 |
| IXUS | ISHARES TR | $205.82万 | 0.33% | 23,756 | -333 | -1.4% | -$2.89万 | 减仓 |
| NFLX | NETFLIX INC. | $192.06万 | 0.30% | 19,975 | 14,615 | 272.7% | $140.52万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $189.92万 | 0.30% | 37,727 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $188.28万 | 0.30% | 15,653 | 3,163 | 25.3% | $38.05万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $185.38万 | 0.29% | 40,397 | 28,305 | 234.1% | $129.89万 | 加仓 |
| HD | HOME DEPOT INC | $182.80万 | 0.29% | 5,558 | 3,792 | 214.7% | $124.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $181.37万 | 0.29% | 13,647 | 13,647 | — | $181.37万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $178.89万 | 0.28% | 27,917 | 12,001 | 75.4% | $76.90万 | 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 |
| BAI | BLACKROCK ETF TRUST | $162.56万 | 0.26% | 49,334 | 20,108 | 68.8% | $66.26万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $158.26万 | 0.25% | 24,763 | -2,236 | -8.3% | -$14.29万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $155.06万 | 0.25% | 18,738 | -361 | -1.9% | -$2.99万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $149.69万 | 0.24% | 25,571 | 275 | 1.1% | $1.61万 | 加仓 |
| AOA | ISHARES TR | $148.60万 | 0.24% | 16,793 | 542 | 3.3% | $4.80万 | 加仓 |
| COPX | GLOBAL X FDS | $146.79万 | 0.23% | 19,226 | 19,226 | — | $146.79万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $145.00万 | 0.23% | 47,262 | 2,939 | 6.6% | $9.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $140.31万 | 0.22% | 1,408 | 1,119 | 387.2% | $111.51万 | 加仓 |
| IBTG | ISHARES TR | $139.46万 | 0.22% | 60,859 | -3,154 | -4.9% | -$7.23万 | 减仓 |
| MCD | MCDONALDS CORP | $132.00万 | 0.21% | 4,247 | 3,549 | 508.5% | $110.31万 | 加仓 |
| ORCL | ORACLE CORP | $130.71万 | 0.21% | 8,885 | 5,795 | 187.5% | $85.25万 | 加仓 |
| SHYG | ISHARES TR | $129.99万 | 0.21% | 30,724 | -3,671 | -10.7% | -$15.53万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $129.88万 | 0.21% | 16,385 | -3,433 | -17.3% | -$27.21万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $129.56万 | 0.21% | 11,888 | 11,888 | — | $129.56万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $126.29万 | 0.20% | 13,060 | -1,308 | -9.1% | -$12.65万 | 减仓 |
| IUSG | ISHARES TR | $123.13万 | 0.19% | 7,938 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $121.95万 | 0.19% | 7,410 | 7,410 | — | $121.95万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $117.01万 | 0.19% | 6,097 | 690 | 12.8% | $13.24万 | 加仓 |
| KO | COCA COLA CO | $115.65万 | 0.18% | 15,207 | 11,605 | 322.2% | $88.26万 | 加仓 |
| — | EXXON MOBIL CORP | $109.80万 | 0.17% | 6,471 | 4,493 | 227.1% | $76.23万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $108.54万 | 0.17% | 21,425 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $107.55万 | 0.17% | 2,893 | 1,477 | 104.3% | $54.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $106.21万 | 0.17% | 3,311 | -103 | -3.0% | -$3.30万 | 减仓 |
| META | META PLATFORMS INC | $104.65万 | 0.17% | 1,829 | 878 | 92.3% | $50.24万 | 加仓 |
| IBTH | ISHARES TR | $103.01万 | 0.16% | 45,924 | -14 | -0.0% | -$314 | 减仓 |
| XSOE | WISDOMTREE TR | $102.36万 | 0.16% | 25,525 | -2,453 | -8.8% | -$9.84万 | 减仓 |