Summit Wealth Group LLC / Co 13F 持仓 · 2026年Q2

Summit Wealth Group LLC / 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 396 只证券，申报市值合计 12.08 亿美元。前几大持仓：SEIM（12.33%）、SEIV（12.05%）、SEIE（7.85%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	SEIM	SEI EXCHANGE TRADED FUNDS	$149.0M	12.33%	2.7M	增持
2	SEIV	SEI EXCHANGE TRADED FUNDS	$145.6M	12.05%	3.0M	增持
3	SEIE	SEI EXCHANGE TRADED FUNDS	$94.8M	7.85%	2.7M	增持
4	SEIQ	SEI EXCHANGE TRADED FUNDS	$64.9M	5.37%	1.6M	增持
5	SEIS	SEI EXCHANGE TRADED FUNDS	$63.0M	5.22%	1.9M	增持
6	SEEM	SEI EXCHANGE TRADED FUNDS	$42.5M	3.51%	1.1M	增持
7	AAPL	APPLE INC	$28.3M	2.34%	97,815	减持
8	SPHQ	INVESCO EXCHANGE TRADED FD T	$27.5M	2.28%	305,169	减持
9	IWF	ISHARES TR	$23.2M	1.92%	187,162	增持
10	IWD	ISHARES TR	$19.4M	1.60%	79,919	增持
11	NVDA	NVIDIA CORPORATION	$18.1M	1.49%	90,245	增持
12	RDVY	FIRST TR EXCHANGE TRADED FD	$17.6M	1.45%	216,558	增持
13	SCHD	SCHWAB STRATEGIC TR	$15.4M	1.27%	485,800	减持
14	VUG	VANGUARD INDEX FDS	$15.2M	1.26%	176,373	增持
15	DUHP	DIMENSIONAL ETF TRUST	$13.9M	1.15%	332,562	减持
16	FTCB	FIRST TR EXCHANGE-TRADED FD	$10.7M	0.89%	512,764	增持
17	LEND	SEI EXCHANGE TRADED FUNDS	$10.4M	0.86%	411,918	新建仓
18	IWP	ISHARES TR	$9.6M	0.80%	65,699	增持
19	FTCS	FIRST TR EXCHANGE-TRADED FD	$9.2M	0.76%	97,829	减持
20	IWS	ISHARES TR	$9.1M	0.75%	55,347	增持
21	AMZN	AMAZON COM INC	$8.8M	0.73%	37,083	减持
22	DBEF	DBX ETF TR	$8.7M	0.72%	159,392	增持
23	FIVA	FIDELITY COVINGTON TRUST	$8.5M	0.70%	220,817	减持
24	DFAU	DIMENSIONAL ETF TRUST	$7.9M	0.65%	152,412	减持
25	RPG	INVESCO EXCHANGE TRADED FD T	$7.8M	0.65%	122,668	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