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 |
|---|---|---|---|---|---|---|---|---|
| PMAR | INNOVATOR ETFS TRUST | $38.03万 | 0.05% | 7,962 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $37.99万 | 0.05% | 478 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $37.62万 | 0.05% | 17,375 | 42 | 0.2% | $909 | 加仓 |
| MPC | MARATHON PETE CORP | $37.17万 | 0.05% | 1,454 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $36.45万 | 0.05% | 2,885 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $36.14万 | 0.05% | 2,955 | 595 | 25.2% | $7.28万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $35.55万 | 0.05% | 7,540 | 129 | 1.7% | $6,082 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $35.16万 | 0.05% | 4,270 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $35.14万 | 0.05% | 690 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $34.48万 | 0.05% | 19,281 | 74 | 0.4% | $1,323 | 加仓 |
| IBTI | ISHARES TR | $34.19万 | 0.05% | 15,443 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $34.15万 | 0.05% | 6,741 | -543 | -7.5% | -$2.75万 | 减仓 |
| EFAV | ISHARES TR | $33.71万 | 0.05% | 3,843 | 56 | 1.5% | $4,912 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.64万 | 0.05% | 2,883 | 300 | 11.6% | $3.50万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $33.59万 | 0.05% | 4,655 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $33.51万 | 0.05% | 8,351 | 8,351 | — | $33.51万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $33.27万 | 0.05% | 13,290 | 164 | 1.2% | $4,105 | 加仓 |
| GE | GE AEROSPACE | $32.93万 | 0.05% | 881 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $32.78万 | 0.05% | 5,668 | -175 | -3.0% | -$1.01万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $32.29万 | 0.05% | 7,012 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $31.36万 | 0.04% | 915 | -18 | -1.9% | -$6,169 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $31.34万 | 0.04% | 6,196 | 987 | 18.9% | $4.99万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $31.18万 | 0.04% | 5,828 | -3,768 | -39.3% | -$20.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $30.98万 | 0.04% | 4,167 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRD ALPHDX FD | $30.85万 | 0.04% | 5,735 | 317 | 5.9% | $1.71万 | 加仓 |
| TXN | TEXAS INSTRS INC | $30.76万 | 0.04% | 1,032 | -46 | -4.3% | -$1.37万 | 减仓 |
| SO | SOUTHERN CO | $30.53万 | 0.04% | 3,190 | -300 | -8.6% | -$2.87万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.46万 | 0.04% | 1,378 | 1,378 | — | $30.46万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $30.37万 | 0.04% | 7,054 | -678 | -8.8% | -$2.92万 | 减仓 |
| TJX | TJX COS INC NEW | $29.88万 | 0.04% | 1,972 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $29.74万 | 0.04% | 1,773 | 45 | 2.6% | $7,549 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $29.59万 | 0.04% | 932 | 100 | 12.0% | $3.18万 | 加仓 |
| LQD | ISHARES TR | $29.48万 | 0.04% | 2,703 | 236 | 9.6% | $2.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.04万 | 0.04% | 9,224 | 2,078 | 29.1% | $6.54万 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.04万 | 0.04% | 1,908 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $28.91万 | 0.04% | 1,524 | 324 | 27.0% | $6.15万 | 加仓 |
| HON | HONEYWELL INTL INC | $28.61万 | 0.04% | 1,278 | -1,289 | -50.2% | -$28.86万 | 减仓 |
| IWP | ISHARES TR | $28.52万 | 0.04% | 1,948 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $28.45万 | 0.04% | 7,908 | -204 | -2.5% | -$7,338 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $28.16万 | 0.04% | 5,815 | 15 | 0.3% | $726 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $27.95万 | 0.04% | 7,557 | -728 | -8.8% | -$2.69万 | 减仓 |
| EEMV | ISHARES INC | $27.52万 | 0.04% | 3,656 | 17 | 0.5% | $1,280 | 加仓 |
| AMP | AMERIPRISE FINL INC | $27.48万 | 0.04% | 599 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.40万 | 0.04% | 2,975 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $27.15万 | 0.04% | 1,254 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.91万 | 0.04% | 8,610 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $26.87万 | 0.04% | 6,059 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $26.54万 | 0.04% | 3,393 | -260 | -7.1% | -$2.03万 | 减仓 |
| FLOT | ISHARES TR | $25.67万 | 0.04% | 5,029 | -90 | -1.8% | -$4,594 | 减仓 |
| FCN | FTI CONSULTING INC | $25.32万 | 0.04% | 1,699 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $25.19万 | 0.04% | 12,371 | 40 | 0.3% | $815 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $25.08万 | 0.04% | 3,716 | 0 | 0.0% | — | 不变 |
| BSEP | INNOVATOR ETFS TRUST | $24.85万 | 0.04% | 4,713 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $24.64万 | 0.04% | 3,212 | -7 | -0.2% | -$537 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $24.50万 | 0.03% | 8,243 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $24.42万 | 0.03% | 8,009 | 493 | 6.6% | $1.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.37万 | 0.03% | 487 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $24.34万 | 0.03% | 900 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $24.28万 | 0.03% | 815 | 815 | — | $24.28万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.96万 | 0.03% | 973 | 973 | — | $23.96万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $23.67万 | 0.03% | 2,694 | 2,694 | — | $23.67万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $23.65万 | 0.03% | 1,384 | 1,384 | — | $23.65万 | 新建仓 |
| SHV | ISHARES TR | $23.25万 | 0.03% | 2,107 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $23.13万 | 0.03% | 3,019 | 3,019 | — | $23.13万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $23.04万 | 0.03% | 970 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $22.87万 | 0.03% | 8,918 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $22.84万 | 0.03% | 3,159 | -57 | -1.8% | -$4,122 | 减仓 |
| RGLD | ROYAL GOLD INC | $22.68万 | 0.03% | 1,136 | -149 | -11.6% | -$2.97万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $22.65万 | 0.03% | 7,500 | 0 | 0.0% | — | 重新持有 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $22.46万 | 0.03% | 5,149 | 22 | 0.4% | $959 | 加仓 |
| WM | WASTE MGMT INC DEL | $22.11万 | 0.03% | 992 | 30 | 3.1% | $6,686 | 加仓 |
| IWS | ISHARES TR | $21.92万 | 0.03% | 1,332 | 1,332 | — | $21.92万 | 新建仓 |
| HPQ | HP INC | $21.72万 | 0.03% | 9,899 | 9,899 | — | $21.72万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.60万 | 0.03% | 6,705 | 6,705 | — | $21.60万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $21.48万 | 0.03% | 2,586 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $21.37万 | 0.03% | 9,803 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $20.57万 | 0.03% | 933 | 933 | — | $20.57万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.22万 | 0.03% | 7,344 | -4,702 | -39.0% | -$12.95万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $20.04万 | 0.03% | 1,856 | 1,856 | — | $20.04万 | 新建仓 |
| NOK | NOKIA CORP | $13.28万 | 0.02% | 10,000 | 10,000 | — | $13.28万 | 新建仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -14,814 | -100.0% | -$49.98万 | 清仓 |
| BOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,637 | -100.0% | -$41.45万 | 清仓 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,240 | -100.0% | -$37.42万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,523 | -100.0% | -$28.15万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,985 | -100.0% | -$26.27万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -625 | -100.0% | -$22.26万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,109 | -100.0% | -$21.65万 | 清仓 |
| SII | SPROTT INC | $0 | 0.00% | 0 | -1,507 | -100.0% | -$21.54万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,384 | -100.0% | -$21.50万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -2,004 | -100.0% | -$20.17万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -10,358 | -100.0% | -$17.86万 | 清仓 |