Summit Financial Consulting LLC 13F 持仓 · 2026年Q2
Summit Financial Consulting 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 1.47 亿美元。前几大持仓：HYG（14.78%）、LQD（14.78%）、SCHX（10.04%）。本季前 25 大持仓中：新建仓 2 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | HYG | ISHARES TR | $21.8M | 14.78% | 272,444 | 减持 |
| 2 | LQD | ISHARES TR | $21.8M | 14.78% | 199,703 | 减持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $14.8M | 10.04% | 502,683 | 减持 |
| 4 | VTWO | VANGUARD SCOTTSDALE FDS | $8.3M | 5.64% | 68,479 | 减持 |
| 5 | EEM | ISHARES TR | $8.1M | 5.49% | 118,253 | 减持 |
| 6 | IYW | ISHARES TR | $8.0M | 5.45% | 31,841 | 增持 |
| 7 | IYZ | ISHARES TR | $7.7M | 5.24% | 182,668 | 减持 |
| 8 | IYM | ISHARES TR | $7.6M | 5.18% | 42,511 | 增持 |
| 9 | IYE | ISHARES TR | $7.4M | 5.05% | 131,435 | 新建仓 |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $6.9M | 4.69% | 22,796 | 减持 |
| 11 | IVW | ISHARES TR | $4.9M | 3.32% | 35,572 | 减持 |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $4.0M | 2.70% | 64,920 | 增持 |
| 13 | IJS | ISHARES TR | $3.3M | 2.21% | 23,869 | 减持 |
| 14 | IJK | ISHARES TR | $3.2M | 2.17% | 27,175 | 新建仓 |
| 15 | XLU | SELECT SECTOR SPDR TR | $1.6M | 1.07% | 34,767 | 增持 |
| 16 | XLK | SELECT SECTOR SPDR TR | $1.5M | 1.02% | 7,921 | 减持 |
| 17 | AGG | ISHARES TR | $1.1M | 0.74% | 10,989 | 增持 |
| 18 | TLT | ISHARES TR | $1.1M | 0.74% | 12,602 | 增持 |
| 19 | RVNU | DBX ETF TR | $1.1M | 0.72% | 41,688 | 增持 |
| 20 | MUNI | PIMCO ETF TR | $987,828 | 0.67% | 18,780 | 增持 |
| 21 | FLMI | FRANKLIN TEMPLETON ETF TR | $960,387 | 0.65% | 38,156 | 增持 |
| 22 | AAPL | APPLE INC | $822,590 | 0.56% | 2,843 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $818,616 | 0.56% | 2,195 | 增持 |
| 24 | SMMU | PIMCO ETF TR | $798,304 | 0.54% | 15,808 | 增持 |
| 25 | SPYM | SPDR SERIES TRUST | $731,904 | 0.50% | 8,328 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR