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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | ISHARES TR | $34.60万 | 0.05% | 3,787 | -268 | -6.6% | -$2.45万 | 减仓 |
| IBTI | ISHARES TR | $34.41万 | 0.05% | 15,443 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $34.09万 | 0.05% | 19,207 | -2,323 | -10.8% | -$4.12万 | 减仓 |
| SO | SOUTHERN CO | $33.69万 | 0.05% | 3,490 | 200 | 6.1% | $1.93万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $33.68万 | 0.05% | 5,843 | 510 | 9.6% | $2.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $33.59万 | 0.05% | 806 | 806 | — | $33.59万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $33.48万 | 0.05% | 4,655 | 4,655 | — | $33.48万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $32.79万 | 0.05% | 13,126 | -1,083 | -7.6% | -$2.71万 | 减仓 |
| IVW | ISHARES TR | $32.75万 | 0.05% | 2,896 | 2,896 | — | $32.75万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $32.70万 | 0.05% | 1,285 | 1,285 | — | $32.70万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $32.30万 | 0.05% | 7,012 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.07万 | 0.05% | 12,046 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $31.65万 | 0.05% | 3,653 | 3,653 | — | $31.65万 | 新建仓 |
| TJX | TJX COS INC NEW | $31.49万 | 0.05% | 1,972 | 1,972 | — | $31.49万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $31.01万 | 0.05% | 7,732 | -205 | -2.6% | -$8,220 | 减仓 |
| LLY | ELI LILLY & CO | $30.41万 | 0.05% | 331 | 70 | 26.8% | $6.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.37万 | 0.05% | 4,270 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $30.33万 | 0.05% | 4,167 | 4,167 | — | $30.33万 | 新建仓 |
| FCN | FTI CONSULTING INC | $30.03万 | 0.05% | 1,699 | 1,699 | — | $30.03万 | 新建仓 |
| IDV | ISHARES TR | $29.29万 | 0.05% | 6,883 | 1,559 | 29.3% | $6.64万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $29.04万 | 0.05% | 8,285 | -2,862 | -25.7% | -$10.03万 | 减仓 |
| EMBX | VANECK FDS | $29.04万 | 0.05% | 5,795 | 5,795 | — | $29.04万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $28.15万 | 0.04% | 10,523 | -2,598 | -19.8% | -$6.95万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $27.90万 | 0.04% | 5,418 | -608 | -10.1% | -$3.13万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $27.87万 | 0.04% | 5,800 | 72 | 1.3% | $3,460 | 加仓 |
| SDY | SPDR SERIES TRUST | $27.85万 | 0.04% | 1,908 | 1,908 | — | $27.85万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.46万 | 0.04% | 2,975 | 2,975 | — | $27.46万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $27.38万 | 0.04% | 8,112 | -383 | -4.5% | -$1.29万 | 减仓 |
| UNP | UNION PAC CORP | $27.35万 | 0.04% | 1,127 | 1,127 | — | $27.35万 | 新建仓 |
| LQD | ISHARES TR | $26.88万 | 0.04% | 2,467 | 83 | 3.5% | $9,044 | 加仓 |
| AMP | AMERIPRISE FINL INC | $26.62万 | 0.04% | 599 | 599 | — | $26.62万 | 新建仓 |
| CLOI | VANECK ETF TRUST | $26.27万 | 0.04% | 4,985 | -3,413 | -40.6% | -$17.99万 | 减仓 |
| FLOT | ISHARES TR | $26.08万 | 0.04% | 5,119 | 1,112 | 27.8% | $5.67万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $25.99万 | 0.04% | 5,209 | 5,209 | — | $25.99万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $25.40万 | 0.04% | 2,360 | 2,360 | — | $25.40万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $25.18万 | 0.04% | 12,331 | 37 | 0.3% | $756 | 加仓 |
| GE | GE AEROSPACE | $25.00万 | 0.04% | 881 | 134 | 17.9% | $3.80万 | 加仓 |
| BA | BOEING CO | $24.96万 | 0.04% | 1,254 | 1,254 | — | $24.96万 | 新建仓 |
| IWP | ISHARES TR | $24.96万 | 0.04% | 1,948 | 1,948 | — | $24.96万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $24.84万 | 0.04% | 3,219 | 8 | 0.2% | $617 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $24.76万 | 0.04% | 6,059 | -602 | -9.0% | -$2.46万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.74万 | 0.04% | 8,610 | -719 | -7.7% | -$2.07万 | 减仓 |
| INTC | INTEL CORP | $24.20万 | 0.04% | 5,484 | 5,484 | — | $24.20万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.14万 | 0.04% | 3,716 | 3,716 | — | $24.14万 | 新建仓 |
| EEMV | ISHARES INC | $23.56万 | 0.04% | 3,639 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $23.43万 | 0.04% | 900 | 900 | — | $23.43万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.34万 | 0.04% | 487 | 54 | 12.5% | $2.59万 | 加仓 |
| SHV | ISHARES TR | $23.26万 | 0.04% | 2,107 | -108 | -4.9% | -$1.19万 | 减仓 |
| RTX | RTX CORPORATION | $23.15万 | 0.04% | 1,200 | 1,200 | — | $23.15万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $23.08万 | 0.04% | 8,243 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $22.91万 | 0.04% | 3,216 | -25 | -0.8% | -$1,781 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $22.89万 | 0.04% | 832 | 832 | — | $22.89万 | 新建仓 |
| IBMO | ISHARES TR | $22.86万 | 0.04% | 8,918 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $22.79万 | 0.04% | 7,516 | -9,207 | -55.1% | -$27.92万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $22.66万 | 0.04% | 4,713 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $22.39万 | 0.04% | 933 | -2 | -0.2% | -$480 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $22.35万 | 0.04% | 5,127 | 5,127 | — | $22.35万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $22.31万 | 0.04% | 1,084 | 1,084 | — | $22.31万 | 新建仓 |
| FDX | FEDEX CORP | $22.26万 | 0.04% | 625 | 625 | — | $22.26万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $22.11万 | 0.03% | 962 | 962 | — | $22.11万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $21.65万 | 0.03% | 2,109 | 2,109 | — | $21.65万 | 新建仓 |
| SII | SPROTT INC | $21.54万 | 0.03% | 1,507 | 1,507 | — | $21.54万 | 新建仓 |
| PEP | PEPSICO INC | $21.50万 | 0.03% | 1,384 | 1,384 | — | $21.50万 | 新建仓 |
| IBDV | ISHARES TR | $21.46万 | 0.03% | 9,803 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $21.20万 | 0.03% | 2,586 | 2,586 | — | $21.20万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.09万 | 0.03% | 7,146 | 7,146 | — | $21.09万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.93万 | 0.03% | 1,078 | 1,078 | — | $20.93万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.66万 | 0.03% | 8,679 | 8,679 | — | $20.66万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.50万 | 0.03% | 970 | 970 | — | $20.50万 | 新建仓 |
| SGOV | ISHARES TR | $20.17万 | 0.03% | 2,004 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $17.86万 | 0.03% | 10,358 | 10,358 | — | $17.86万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,591 | -100.0% | -$25.65万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |