Summit Wealth Group, LLC 13F 持仓 · 2026年Q2
Summit Wealth Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 4.90 亿美元。前几大持仓：VOO（17.32%）、BND（6.25%）、VEA（4.41%）。本季前 25 大持仓中：增持 17 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $84.9M | 17.32% | 123,620 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $30.7M | 6.25% | 417,650 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $21.6M | 4.41% | 303,158 | 增持 |
| 4 | IGIB | ISHARES TR | $20.3M | 4.14% | 381,429 | 增持 |
| 5 | VXF | VANGUARD INDEX FDS | $19.9M | 4.06% | 80,902 | 增持 |
| 6 | MTUM | ISHARES TR | $18.3M | 3.72% | 53,239 | 增持 |
| 7 | DFUV | DIMENSIONAL ETF TRUST | $17.6M | 3.58% | 319,089 | 增持 |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $17.5M | 3.56% | 360,811 | 增持 |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $16.5M | 3.36% | 371,403 | 减持 |
| 10 | USHY | ISHARES TR | $15.1M | 3.08% | 408,392 | 增持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $14.8M | 3.02% | 179,901 | 增持 |
| 12 | IXN | ISHARES TR | $14.6M | 2.98% | 100,969 | 增持 |
| 13 | EAGL | 2023 ETF SERIES TRUST | $11.8M | 2.40% | 365,626 | 持平 |
| 14 | ICSH | ISHARES TR | $10.4M | 2.12% | 205,499 | 增持 |
| 15 | BLV | VANGUARD BD INDEX FDS | $9.9M | 2.02% | 143,517 | 增持 |
| 16 | VTEB | VANGUARD MUN BD FDS | $9.6M | 1.96% | 189,684 | 增持 |
| 17 | MUB | ISHARES TR | $8.7M | 1.77% | 80,642 | 减持 |
| 18 | VHT | VANGUARD WORLD FD | $7.4M | 1.51% | 24,838 | 增持 |
| 19 | VWO | VANGUARD INTL EQUITY INDEX F | $7.1M | 1.45% | 118,862 | 增持 |
| 20 | ESGU | ISHARES TR | $6.4M | 1.31% | 39,245 | 减持 |
| 21 | VXUS | VANGUARD STAR FDS | $6.3M | 1.29% | 74,124 | 减持 |
| 22 | AGG | ISHARES TR | $6.2M | 1.27% | 62,901 | 减持 |
| 23 | AAPL | APPLE INC | $5.4M | 1.10% | 18,594 | 减持 |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $4.8M | 0.97% | 122,611 | 减持 |
| 25 | MU | MICRON TECHNOLOGY INC | $4.7M | 0.96% | 4,079 | 增持 |
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