Summit Financial Strategies, Inc. 13F 持仓 · 2026年Q2
Summit Financial Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 172 只证券，申报市值合计 14.25 亿美元。前几大持仓：DFIC（10.38%）、IVV（9.50%）、JCPB（9.23%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $147.8M | 10.38% | 4.0M | 增持 |
| 2 | IVV | ISHARES TR | $135.4M | 9.50% | 180,782 | 增持 |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $131.5M | 9.23% | 2.8M | 增持 |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $108.5M | 7.61% | 2.4M | 增持 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $98.1M | 6.89% | 2.5M | 增持 |
| 6 | IJH | ISHARES TR | $80.5M | 5.65% | 1.0M | 增持 |
| 7 | AVEM | AMERICAN CENTY ETF TR | $75.7M | 5.32% | 785,029 | 减持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $67.4M | 4.73% | 2.3M | 减持 |
| 9 | PKG | PACKAGING CORP AMER | $63.2M | 4.43% | 265,099 | 增持 |
| 10 | IJR | ISHARES TR | $50.5M | 3.54% | 340,374 | 增持 |
| 11 | VBK | VANGUARD INDEX FDS | $49.6M | 3.48% | 135,738 | 减持 |
| 12 | SCHM | SCHWAB STRATEGIC TR | $41.7M | 2.93% | 1.1M | 减持 |
| 13 | VONG | VANGUARD SCOTTSDALE FDS | $39.7M | 2.79% | 310,757 | 增持 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $33.0M | 2.32% | 472,327 | 增持 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $32.4M | 2.27% | 1.1M | 增持 |
| 16 | SCHA | SCHWAB STRATEGIC TR | $22.9M | 1.61% | 634,987 | 减持 |
| 17 | AAPL | APPLE INC | $20.1M | 1.41% | 69,451 | 减持 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $12.4M | 0.87% | 24,854 | 减持 |
| 19 | VOO | VANGUARD INDEX FDS | $12.1M | 0.85% | 17,630 | 增持 |
| 20 | WMT | WALMART INC | $9.3M | 0.65% | 81,857 | 减持 |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $8.1M | 0.57% | 160,874 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $7.9M | 0.55% | 21,133 | 增持 |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $6.5M | 0.45% | 279,261 | 减持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 0.39% | 78,919 | 减持 |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $5.2M | 0.37% | 94,869 | 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