Summit Financial Consulting LLC
STERLING HEIGHTS MI · SEC CIK 0002065794
$1.40亿2026Q1 申报市值
41持仓数
82.2%前十大占比 · 第一大 15.9%
5 / 5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
SCHX 加仓+$1,125.26万
IJS 新建仓+$752.80万
VTWO 新建仓+$730.81万
IYJ 新建仓+$696.18万
IYM 新建仓+$381.55万
2026Q1 卖出最多 按季末市值估算
EFA 清仓-$729.78万
IYH 清仓-$715.10万
IDU 清仓-$709.53万
IYW 减仓-$673.09万
INVESCO EXCH TRA 清仓-$35.85万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $2,226.59万 | 15.94% | 204,293 | 6,723 | 3.4% | $73.27万 | 加仓 |
| HYG | ISHARES TR | $2,222.80万 | 15.91% | 279,386 | 11,195 | 4.2% | $89.07万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,827.29万 | 13.08% | 712,672 | 438,870 | 160.3% | $1,125.26万 | 加仓 |
| IYZ | ISHARES TR | $874.94万 | 6.26% | 222,519 | -5,736 | -2.5% | -$22.55万 | 减仓 |
| EEM | ISHARES TR | $761.38万 | 5.45% | 134,070 | -3,134 | -2.3% | -$17.80万 | 减仓 |
| IJS | ISHARES TR | $752.80万 | 5.39% | 63,554 | 63,554 | — | $752.80万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $730.81万 | 5.23% | 72,957 | 72,957 | — | $730.81万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $699.96万 | 5.01% | 29,457 | -1 | -0.0% | -$238 | 减仓 |
| IYJ | ISHARES TR | $696.18万 | 4.98% | 47,186 | 47,186 | — | $696.18万 | 新建仓 |
| IVW | ISHARES TR | $689.96万 | 4.94% | 60,999 | 248 | 0.4% | $2.81万 | 加仓 |
| IYM | ISHARES TR | $381.55万 | 2.73% | 21,689 | 21,689 | — | $381.55万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $345.01万 | 2.47% | 63,246 | 9,267 | 17.2% | $50.55万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $134.57万 | 0.96% | 29,325 | 10,007 | 51.8% | $45.92万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $133.92万 | 0.96% | 10,077 | 1,001 | 11.0% | $13.30万 | 加仓 |
| TLT | ISHARES TR | $108.09万 | 0.77% | 12,468 | 401 | 3.3% | $3.48万 | 加仓 |
| AGG | ISHARES TR | $106.50万 | 0.76% | 10,728 | 418 | 4.1% | $4.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $100.07万 | 0.72% | 13,074 | 79 | 0.6% | $6,047 | 加仓 |
| — | DBX ETF TR | $98.63万 | 0.71% | 40,036 | 4,415 | 12.4% | $10.88万 | 加仓 |
| MUNI | PIMCO ETF TR | $95.58万 | 0.68% | 18,313 | 2,141 | 13.2% | $11.17万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $92.72万 | 0.66% | 37,403 | 4,947 | 15.2% | $12.26万 | 加仓 |
| AAPL | APPLE INC | $81.30万 | 0.58% | 3,203 | -167 | -5.0% | -$4.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $80.83万 | 0.58% | 2,184 | -25 | -1.1% | -$9,253 | 减仓 |
| SMMU | PIMCO ETF TR | $76.95万 | 0.55% | 15,252 | 656 | 4.5% | $3.31万 | 加仓 |
| ITB | ISHARES TR | $58.92万 | 0.42% | 6,507 | 1,997 | 44.3% | $18.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $51.18万 | 0.37% | 1,068 | -50 | -4.5% | -$2.40万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $48.60万 | 0.35% | 39,901 | 11,144 | 38.8% | $13.57万 | 加仓 |
| USRT | ISHARES TR | $47.97万 | 0.34% | 8,104 | 1,238 | 18.0% | $7.33万 | 加仓 |
| AMZN | AMAZON COM INC | $46.22万 | 0.33% | 2,219 | 136 | 6.5% | $2.83万 | 加仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $45.92万 | 0.33% | 38,654 | 5,573 | 16.8% | $6.62万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.34万 | 0.31% | 435 | 25 | 6.1% | $2.49万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $37.21万 | 0.27% | 9,833 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $36.35万 | 0.26% | 31,605 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $35.57万 | 0.25% | 2,433 | 86 | 3.7% | $1.26万 | 加仓 |
| IYW | ISHARES TR | $32.71万 | 0.23% | 1,803 | -37,101 | -95.4% | -$673.09万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $32.23万 | 0.23% | 11,064 | 61 | 0.6% | $1,777 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $30.26万 | 0.22% | 2,812 | -17 | -0.6% | -$1,830 | 减仓 |
| NVDA | NVIDIA CORPORATION | $24.17万 | 0.17% | 1,386 | 1,386 | — | $24.17万 | 新建仓 |
| TSLA | TESLA INC | $24.02万 | 0.17% | 646 | 88 | 15.8% | $3.27万 | 加仓 |
| MUB | ISHARES TR | $21.92万 | 0.16% | 2,065 | -255 | -11.0% | -$2.71万 | 减仓 |
| V | VISA INC | $20.01万 | 0.14% | 662 | 42 | 6.8% | $1.27万 | 加仓 |
| F | FORD MTR CO | $15.38万 | 0.11% | 13,323 | 102 | 0.8% | $1,177 | 加仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -75,995 | -100.0% | -$729.78万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -109,847 | -100.0% | -$715.10万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -65,479 | -100.0% | -$709.53万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,535 | -100.0% | -$35.85万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,182 | -100.0% | -$29.08万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |