Summit Wealth Partners, LLC 13F 持仓 · 2026年Q2
Summit Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 280 只证券，申报市值合计 7.02 亿美元。前几大持仓：IVV（4.85%）、IWF（4.00%）、QUAL（3.71%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.0M | 4.85% | 45,451 | 增持 |
| 2 | IWF | ISHARES TR | $28.1M | 4.00% | 226,306 | 增持 |
| 3 | QUAL | ISHARES TR | $26.0M | 3.71% | 118,591 | 减持 |
| 4 | QQQ | INVESCO QQQ TR | $25.6M | 3.65% | 34,767 | 增持 |
| 5 | BINC | BLACKROCK ETF TRUST II | $19.5M | 2.78% | 372,797 | 增持 |
| 6 | IUSB | ISHARES TR | $17.4M | 2.48% | 377,530 | 增持 |
| 7 | AGG | ISHARES TR | $16.8M | 2.40% | 169,947 | 减持 |
| 8 | USMV | ISHARES TR | $16.8M | 2.39% | 173,650 | 减持 |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $16.4M | 2.34% | 324,561 | 减持 |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $14.1M | 2.01% | 310,113 | 增持 |
| 11 | IGSB | ISHARES TR | $13.9M | 1.98% | 265,804 | 减持 |
| 12 | IEFA | ISHARES TR | $13.4M | 1.91% | 138,535 | 减持 |
| 13 | BRO | BROWN & BROWN INC | $12.9M | 1.84% | 201,700 | 持平 |
| 14 | VYM | VANGUARD WHITEHALL FDS | $12.2M | 1.74% | 77,091 | 增持 |
| 15 | IGIB | ISHARES TR | $12.2M | 1.73% | 228,606 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $11.8M | 1.68% | 58,946 | 增持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $11.5M | 1.64% | 15,448 | 增持 |
| 18 | AVLV | AMERICAN CENTY ETF TR | $11.4M | 1.62% | 124,703 | 增持 |
| 19 | IQLT | ISHARES TR | $11.0M | 1.57% | 222,779 | 减持 |
| 20 | AAPL | APPLE INC | $10.3M | 1.46% | 35,521 | 增持 |
| 21 | VUG | VANGUARD INDEX FDS | $10.0M | 1.42% | 115,570 | 增持 |
| 22 | IWB | ISHARES TR | $9.8M | 1.39% | 23,811 | 减持 |
| 23 | ITOT | ISHARES TR | $8.4M | 1.20% | 51,224 | 增持 |
| 24 | IDEV | ISHARES TR | $8.1M | 1.16% | 91,321 | 增持 |
| 25 | PG | PROCTER & GAMBLE CO | $8.0M | 1.15% | 54,853 | 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