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顶峰金融 · 13F 持仓分析
期权收益计算器 机构排行
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顶峰金融

Summit Financial, LLCNo.635 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$91.21亿
环比变动 Q1 2026
+$12.71亿+16.2%
持仓股票数
1580
新买入
243
加仓
774
减仓
518
清仓
60
持股不变
45
持仓市值走势图
持仓板块构成
「其他/未归类」= 无 GICS 行业分类的持仓,主要是 ETF/基金(指数基金持仓本身即 ETF)、期权、债券、外股等;占比分母为全部持仓市值。
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
G通用动力GD
7.11%7.08%$6.49亿175.3万股$5.56亿173.2万股+2.1万股+1.20%加仓
V先锋领航国际股票指数基金VEU
3.22%3.3%$2.94亿351.2万股$2.59亿345.2万股+5.9万股+1.72%加仓
IiShares安硕信托IVV
2.47%2.13%$2.26亿30.1万股$1.67亿25.6万股+4.5万股+17.75%加仓
苹果AAPL
2.16%2.13%$1.97亿68.0万股$1.68亿66.0万股+2.0万股+3.10%加仓
V先锋领航指数基金VUG
1.71%1.58%$1.56亿181.4万股$1.24亿28.4万股+152.9万股+538.40%加仓
英伟达NVDA
1.67%1.53%$1.53亿76.3万股$1.20亿69.0万股+7.3万股+10.60%加仓
V先锋领航指数基金VTV
1.38%1.38%$1.26亿57.7万股$1.08亿55.3万股+2.4万股+4.40%加仓
V先锋领航指数基金VOO
1.3%1.23%$1.19亿17.3万股$9,679.0万16.2万股+1.1万股+6.78%加仓
SSPDR标普500 ETFSPY
1.24%1.24%$1.13亿15.1万股$9,695.1万14.9万股+2,598股+1.75%加仓
I景顺·NASDAQ 100 ETFQQQM
1.18%1.04%$1.08亿35.6万股$8,187.3万34.5万股+1.2万股+3.46%加仓
亚马逊AMZN
1.08%1.08%$9,891.8万41.5万股$8,496.0万40.8万股+7,095股+1.74%加仓
J摩根大通交易所交易基金JBND
1.03%1.14%$9,382.7万175.4万股$8,944.6万166.3万股+9.0万股+5.43%加仓
I景顺QQQ信托QQQ
0.99%0.9%$9,066.3万12.3万股$7,095.0万12.3万股+69股+0.06%加仓
微软MSFT
0.95%1.12%$8,679.8万23.3万股$8,778.2万23.7万股-4,450股-1.88%减仓
伯克希尔哈撒韦BRK.B
0.94%1.02%$8,541.0万17.1万股$7,978.1万16.6万股+4,198股+2.52%加仓
SSPDR道富系列信托SPYG
0.9%0.82%$8,248.3万69.3万股$6,442.4万65.8万股+3.5万股+5.35%加仓
PPIMCO太平洋投资管理ETFPYLD
0.83%0.83%$7,552.0万284.8万股$6,541.9万249.7万股+35.1万股+14.05%加仓
AAlphabet Inc Class CGOOG
0.72%0.68%$6,611.1万18.7万股$5,326.7万18.6万股+1,418股+0.76%加仓
S道富SPYV
0.68%0.7%$6,228.7万102.5万股$5,462.6万96.5万股+5.9万股+6.13%加仓
IiShares安硕信托ICSH
0.67%0.05%$6,085.0万120.3万股$411.4万8.1万股+112.2万股+1,380.38%加仓
V先锋领航·FTSEVEA
0.63%0.63%$5,721.5万80.3万股$4,964.4万77.5万股+2.8万股+3.65%加仓
摩根大通JPM
0.63%0.74%$5,713.1万17.5万股$5,772.6万19.6万股-2.2万股-11.06%减仓
V先锋领航·SMALLVBR
0.6%0.6%$5,433.7万22.4万股$4,688.9万21.6万股+7,786股+3.61%加仓
博通AVGO
0.6%0.56%$5,426.9万14.4万股$4,367.3万14.1万股+2,561股+1.81%加仓
IiShares安硕信托IEFA
0.58%0.65%$5,248.5万54.3万股$5,126.0万56.6万股-2.3万股-4.02%减仓
Meta平台META
0.52%0.59%$4,751.7万8.4万股$4,616.1万8.1万股+3,673股+4.55%加仓
IiShares安硕·RUSSELLIWM
0.52%0.47%$4,730.7万15.7万股$3,679.9万14.8万股+9,067股+6.11%加仓
V先锋领航·MIDVO
0.52%0.47%$4,728.8万58.7万股$3,671.3万12.8万股+45.9万股+359.11%加仓
B贝莱德·ETF TRUST IIBINC
0.49%0.51%$4,461.0万85.2万股$4,022.0万77.4万股+7.8万股+10.05%加仓
特斯拉TSLA
0.48%0.47%$4,397.2万10.5万股$3,702.7万10.0万股+4,945股+4.96%加仓
VanEck ETF信托SMH
0.48%0.4%$4,339.1万6.6万股$3,102.0万8.1万股-1.5万股-18.23%减仓
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE
0.45%0.46%$4,084.9万20.7万股$3,593.6万19.5万股+1.2万股+6.01%加仓
应用材料AMAT
0.44%0.24%$3,999.2万5.5万股$1,856.0万5.4万股+1,012股+1.86%加仓
卡特彼勒CAT
0.43%0.33%$3,940.4万3.7万股$2,611.8万3.7万股+138股+0.37%加仓
帕兰提尔PLTR
0.42%0.62%$3,875.4万33.2万股$4,830.9万33.0万股+1,920股+0.58%加仓
AMD超威AMD
0.42%0.18%$3,868.0万6.7万股$1,420.1万7.0万股-3,219股-4.61%减仓
美光科技MU
0.42%0.16%$3,824.6万3.3万股$1,250.0万3.7万股-3,850股-10.41%减仓
礼来LLY
0.41%0.33%$3,777.6万3.1万股$2,605.1万2.8万股+3,172股+11.20%加仓
V先锋领航指数基金VB
0.39%0.37%$3,544.3万11.7万股$2,883.3万11.0万股+6,844股+6.22%加仓
IiShares安硕信托IUSB
0.39%0.42%$3,535.9万76.6万股$3,299.8万71.4万股+5.2万股+7.25%加仓
IiShares安硕·COREIJH
0.39%0.38%$3,524.0万45.7万股$2,950.4万43.7万股+2.0万股+4.60%加仓
IiShares安硕信托AGG
0.38%0.41%$3,485.8万35.2万股$3,187.7万32.1万股+3.1万股+9.67%加仓
SSPDR行业精选信托XLU
0.38%0.47%$3,476.7万76.7万股$3,705.1万80.7万股-4.1万股-5.03%减仓
IiShares安硕IEMG
0.38%0.36%$3,447.8万41.6万股$2,789.9万40.0万股+1.6万股+4.05%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
0.37%0.45%$3,358.2万154.0万股$3,523.5万161.0万股-6.9万股-4.30%减仓
I景顺交易所交易基金信托RSP
0.36%0.37%$3,311.5万15.6万股$2,934.8万15.3万股+2,716股+1.78%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.36%0.35%$3,309.0万97.8万股$2,733.5万93.8万股+3.9万股+4.21%加仓
IiShares安硕信托EFAV
0.36%0.44%$3,298.6万37.6万股$3,420.2万37.4万股+1,754股+0.47%加仓
高盛GS
0.36%0.4%$3,291.7万3.3万股$3,144.7万3.7万股-4,625股-12.44%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.36%0.18%$3,244.8万7.5万股$1,419.9万8.7万股-1.1万股-13.07%减仓

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