Summit Financial Consulting LLC
STERLING HEIGHTS MI · SEC CIK 0002065794
$1.47亿2026Q2 申报市值
49持仓数
76.3%前十大占比 · 第一大 14.8%
8 / 2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
IYW 加仓+$757.65万
IYM 加仓+$373.82万
IJK 新建仓+$319.31万
VGT 新建仓+$39.41万
AMD 新建仓+$39.06万
2026Q2 卖出最多 按季末市值估算
IYJ 清仓-$696.18万
SCHX 减仓-$618.00万
IJS 减仓-$542.41万
IVW 减仓-$349.70万
QQQM 减仓-$201.81万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | $2,178.73万 | 14.78% | 272,444 | -6,942 | -2.5% | -$55.52万 | 减仓 |
| LQD | ISHARES TR | $2,178.16万 | 14.78% | 199,703 | -4,590 | -2.2% | -$50.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,479.40万 | 10.04% | 502,683 | -209,989 | -29.5% | -$618.00万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $831.47万 | 5.64% | 68,479 | -4,478 | -6.1% | -$54.37万 | 减仓 |
| EEM | ISHARES TR | $808.97万 | 5.49% | 118,253 | -15,817 | -11.8% | -$108.20万 | 减仓 |
| IYW | ISHARES TR | $803.13万 | 5.45% | 31,841 | 30,038 | 1,666.0% | $757.65万 | 加仓 |
| IYZ | ISHARES TR | $772.87万 | 5.24% | 182,668 | -39,851 | -17.9% | -$168.61万 | 减仓 |
| IYM | ISHARES TR | $763.20万 | 5.18% | 42,511 | 20,822 | 96.0% | $373.82万 | 加仓 |
| IYE | ISHARES TR | $743.79万 | 5.05% | 131,435 | -21,792 | -14.2% | -$123.32万 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II | $690.65万 | 4.69% | 22,796 | -6,661 | -22.6% | -$201.81万 | 减仓 |
| IVW | ISHARES TR | $489.22万 | 3.32% | 35,572 | -25,427 | -41.7% | -$349.70万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $397.51万 | 2.70% | 64,920 | 1,674 | 2.6% | $10.25万 | 加仓 |
| IJS | ISHARES TR | $326.24万 | 2.21% | 23,869 | -39,685 | -62.4% | -$542.41万 | 减仓 |
| IJK | ISHARES TR | $319.31万 | 2.17% | 27,175 | 27,175 | — | $319.31万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $157.63万 | 1.07% | 34,767 | 5,442 | 18.6% | $24.67万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $150.91万 | 1.02% | 7,921 | -2,156 | -21.4% | -$41.08万 | 减仓 |
| TLT | ISHARES TR | $108.91万 | 0.74% | 12,602 | 134 | 1.1% | $1.16万 | 加仓 |
| AGG | ISHARES TR | $108.77万 | 0.74% | 10,989 | 261 | 2.4% | $2.58万 | 加仓 |
| — | DBX ETF TR | $105.51万 | 0.72% | 41,688 | 1,652 | 4.1% | $4.18万 | 加仓 |
| MUNI | PIMCO ETF TR | $98.78万 | 0.67% | 18,780 | 467 | 2.6% | $2.46万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $96.04万 | 0.65% | 38,156 | 753 | 2.0% | $1.90万 | 加仓 |
| AAPL | APPLE INC | $82.26万 | 0.56% | 2,843 | -360 | -11.2% | -$10.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $81.86万 | 0.56% | 2,195 | 11 | 0.5% | $4,102 | 加仓 |
| SMMU | PIMCO ETF TR | $79.83万 | 0.54% | 15,808 | 556 | 3.6% | $2.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $73.19万 | 0.50% | 8,328 | -4,746 | -36.3% | -$41.71万 | 减仓 |
| USRT | ISHARES TR | $55.51万 | 0.38% | 8,354 | 250 | 3.1% | $1.66万 | 加仓 |
| AMZN | AMAZON COM INC | $52.66万 | 0.36% | 2,209 | -10 | -0.5% | -$2,384 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $52.25万 | 0.35% | 41,208 | 1,307 | 3.3% | $1.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.94万 | 0.35% | 1,018 | -50 | -4.7% | -$2.50万 | 减仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $48.55万 | 0.33% | 39,568 | 914 | 2.4% | $1.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $40.69万 | 0.28% | 435 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $39.41万 | 0.27% | 3,297 | 3,297 | — | $39.41万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.06万 | 0.26% | 672 | 672 | — | $39.06万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $38.31万 | 0.26% | 31,605 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $37.11万 | 0.25% | 2,436 | 3 | 0.1% | $457 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $36.72万 | 0.25% | 10,851 | -213 | -1.9% | -$7,208 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $36.15万 | 0.25% | 9,833 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $32.69万 | 0.22% | 2,673 | -139 | -4.9% | -$1.70万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $29.88万 | 0.20% | 5,343 | 5,343 | — | $29.88万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $27.73万 | 0.19% | 1,386 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $27.64万 | 0.19% | 657 | 11 | 1.7% | $4,628 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $27.42万 | 0.19% | 5,163 | -1,154 | -18.3% | -$6.13万 | 重新持有 |
| CAT | CATERPILLAR INC | $23.98万 | 0.16% | 225 | 225 | — | $23.98万 | 新建仓 |
| V | VISA INC | $22.71万 | 0.15% | 662 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.58万 | 0.15% | 5,090 | 5,090 | — | $22.58万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $21.94万 | 0.15% | 298 | 298 | — | $21.94万 | 新建仓 |
| MUB | ISHARES TR | $21.48万 | 0.15% | 1,996 | -69 | -3.3% | -$7,426 | 减仓 |
| F | FORD MTR CO | $18.64万 | 0.13% | 13,411 | 88 | 0.7% | $1,223 | 加仓 |
| — | PUTNAM ETF TRUST | $10.96万 | 0.07% | 13,827 | 13,827 | — | $10.96万 | 新建仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -47,186 | -100.0% | -$696.18万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -6,507 | -100.0% | -$58.92万 | 清仓 |