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SUMMIT WEALTH GROUP LLC / CO · 13F 持仓分析
期权收益计算器 机构排行

SUMMIT WEALTH GROUP LLC / CO

No.2434 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$12.08亿
环比变动 Q1 2026
+$2.58亿+27.1%
持仓股票数
396
新买入
65
加仓
217
减仓
89
清仓
8
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSEI QIMSEIM
12.33%11.56%$1.49亿265.3万股$1.10亿241.1万股+24.2万股+10.05%加仓
SSEI QIMSEIV
12.05%11.98%$1.46亿303.3万股$1.14亿274.0万股+29.3万股+10.71%加仓
SSEI EXCHANGE TRADED FUNDSSEIE
7.85%8.13%$9,483.5万267.2万股$7,726.6万237.0万股+30.2万股+12.73%加仓
SSEI QIMSEIQ
5.37%5.56%$6,485.7万164.6万股$5,283.1万145.1万股+19.5万股+13.42%加仓
SSEI EXCHANGE TRADED FUNDSSEIS
5.22%4.89%$6,304.7万187.9万股$4,645.9万168.2万股+19.8万股+11.76%加仓
SSEI EXCHANGE TRADED FUNDSSEEM
3.51%3.32%$4,246.8万105.9万股$3,152.1万96.3万股+9.7万股+10.03%加仓
苹果AAPL
2.34%2.63%$2,830.4万9.8万股$2,496.3万9.8万股-546股-0.56%减仓
I景顺·S&PSPHQ
2.28%2.53%$2,749.6万30.5万股$2,402.9万32.0万股-1.4万股-4.51%减仓
IiShares安硕·RUSSELLIWF
1.92%2.01%$2,324.0万18.7万股$1,912.9万4.5万股+14.2万股+317.47%加仓
IiShares安硕信托IWD
1.6%1.72%$1,937.5万8.0万股$1,636.5万7.7万股+3,330股+4.35%加仓
英伟达NVDA
1.49%1.61%$1,805.7万9.0万股$1,533.8万8.8万股+2,296股+2.61%加仓
F第一信托交易所交易基金RDVY
1.45%1.55%$1,755.4万21.7万股$1,472.2万21.5万股+1,514股+0.70%加仓
S嘉信策略信托SCHD
1.27%1.7%$1,540.5万48.6万股$1,614.8万52.6万股-4.1万股-7.70%减仓
V先锋领航指数基金VUG
1.26%1.23%$1,519.3万17.6万股$1,165.9万2.7万股+15.0万股+564.98%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
1.15%1.29%$1,387.8万33.3万股$1,225.9万33.3万股-928股-0.28%减仓
F第一信托交易所交易基金FTCB
0.89%1.13%$1,069.4万51.3万股$1,071.0万51.0万股+2,280股+0.45%加仓
SSEI EXCHANGE TRADED FUNDSLEND
0.86%$1,036.9万41.2万股$00股+41.2万股新买入
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
0.8%0.82%$961.9万6.6万股$781.0万6.1万股+4,969股+8.18%加仓
F第一信托交易所交易基金FTCS
0.76%0.96%$918.8万9.8万股$913.2万9.8万股-619股-0.63%减仓
IiShares安硕信托IWS
0.75%0.78%$911.0万5.5万股$741.8万5.1万股+4,615股+9.10%加仓
亚马逊AMZN
0.73%0.82%$883.8万3.7万股$783.7万3.8万股-545股-1.45%减仓
DDBX ETF信托DBEF
0.72%0.7%$870.8万15.9万股$669.4万13.4万股+2.5万股+18.70%加仓
F富达Covington信托FIVA
0.7%0.81%$850.6万22.1万股$771.2万22.2万股-731股-0.33%减仓
DDimensional维度ETF信托DFAU
0.65%0.76%$787.8万15.2万股$724.0万16.0万股-8,043股-5.01%减仓
IINVESCO S&P 500 PURE GROWTH ETFRPG
0.65%0.6%$783.2万12.3万股$574.5万12.3万股-247股-0.20%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.63%0.59%$759.2万1.9万股$560.1万1.8万股+1,487股+8.36%加仓
IiShares安硕信托IVV
0.58%0.47%$695.2万9,283股$449.7万6,884股+2,399股+34.85%加仓
DDimensional维度ETF信托DFCF
0.54%0.68%$658.3万15.6万股$647.9万15.3万股+2,491股+1.62%加仓
F第一信托·USTFVD
0.53%0.62%$644.4万13.4万股$587.2万12.4万股+9,722股+7.84%加仓
V先锋领航指数基金VTV
0.48%0.53%$584.9万2.7万股$505.3万2.6万股+1,088股+4.22%加仓
G通用动力VTI
0.48%0.54%$575.5万1.6万股$509.6万1.6万股-334股-2.10%减仓
微软MSFT
0.47%0.56%$571.2万1.5万股$533.8万1.4万股+894股+6.20%加仓
F富达Covington信托FBCG
0.46%0.29%$560.3万9.0万股$272.6万5.4万股+3.6万股+65.87%加仓
V先锋领航·FTSEVEA
0.42%0.47%$504.1万7.1万股$450.8万7.0万股+391股+0.56%加仓
DDimensional维度·US REAL ESTATE ETFDFAR
0.41%0.46%$491.0万18.8万股$433.2万18.3万股+4,487股+2.45%加仓
谷歌AGOOGL
0.4%0.37%$478.1万1.3万股$351.2万1.2万股+1,167股+9.56%加仓
IINSPIRE 100 ETFBIBL
0.39%0.4%$467.5万8.1万股$378.6万8.0万股+480股+0.60%加仓
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
0.38%0.4%$454.5万2.1万股$377.3万2.0万股+645股+3.24%加仓
DDimensional维度ETF信托DFSV
0.37%0.43%$449.7万11.6万股$410.6万11.7万股-1,233股-1.05%减仓
DDimensional维度ETF信托DFAC
0.37%0.41%$441.9万10.0万股$392.4万10.1万股-1,364股-1.35%减仓
IiShares安硕IEMG
0.35%0.32%$420.9万5.1万股$304.3万4.3万股+7,454股+17.19%加仓
特斯拉TSLA
0.33%0.34%$395.2万9,396股$319.8万8,602股+794股+9.23%加仓
S道富SLYG
0.32%0.35%$380.8万3.2万股$337.0万3.5万股-2,912股-8.35%减仓
V先锋领航斯科茨代尔基金VTWO
0.3%0.3%$364.1万3.1万股$287.8万2.8万股+2,935股+10.45%加仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
0.3%0.3%$358.3万1.3万股$283.9万1.4万股-1,099股-8.05%减仓
V先锋领航指数基金VBK
0.29%0.28%$352.3万9,632股$269.1万8,904股+728股+8.18%加仓
IiShares安硕信托IJK
0.28%0.31%$344.2万2.9万股$295.5万2.9万股-68股-0.23%减仓
美光科技MU
0.28%0.09%$342.6万2,968股$83.8万2,479股+489股+19.73%加仓
F富达Covington信托FBCV
0.28%0.31%$335.7万8.3万股$297.3万8.3万股+42股+0.05%加仓
AAlphabet Inc Class CGOOG
0.27%0.23%$324.0万9,169股$220.6万7,690股+1,479股+19.23%加仓

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