Summit Wealth & Retirement Planning, Inc. 13F 持仓 · 2026年Q2
Summit Wealth & Retirement Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 4.72 亿美元。前几大持仓：SCHV（13.11%）、MGC（12.59%）、SCHG（10.91%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $61.9M | 13.11% | 1.8M | 增持 |
| 2 | MGC | VANGUARD WORLD FD | $59.4M | 12.59% | 217,223 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $51.5M | 10.91% | 1.5M | 增持 |
| 4 | SCHF | SCHWAB STRATEGIC TR | $32.6M | 6.90% | 1.2M | 增持 |
| 5 | GLTR | ABRDN PRECIOUS METALS BASKET | $23.4M | 4.97% | 129,390 | 增持 |
| 6 | SCHA | SCHWAB STRATEGIC TR | $22.2M | 4.70% | 614,388 | 增持 |
| 7 | DBMF | LITMAN GREGORY FDS TR | $19.5M | 4.14% | 638,441 | 增持 |
| 8 | SCHE | SCHWAB STRATEGIC TR | $18.4M | 3.90% | 507,913 | 增持 |
| 9 | BOXX | EA SERIES TRUST | $18.0M | 3.81% | 153,499 | 增持 |
| 10 | IWD | ISHARES TR | $14.2M | 3.01% | 58,572 | 减持 |
| 11 | DISV | DIMENSIONAL ETF TRUST | $10.7M | 2.26% | 266,152 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 1.94% | 12,286 | 减持 |
| 13 | EFA | ISHARES TR | $8.9M | 1.89% | 86,031 | 减持 |
| 14 | IWM | ISHARES TR | $6.8M | 1.43% | 22,489 | 减持 |
| 15 | AAPL | APPLE INC | $6.6M | 1.41% | 22,956 | 减持 |
| 16 | SCHB | SCHWAB STRATEGIC TR | $6.6M | 1.40% | 227,501 | 减持 |
| 17 | EEM | ISHARES TR | $5.2M | 1.10% | 75,857 | 减持 |
| 18 | IWF | ISHARES TR | $5.2M | 1.10% | 41,871 | 增持 |
| 19 | GOOGL | ALPHABET INC | $4.8M | 1.02% | 13,430 | 持平 |
| 20 | VBR | VANGUARD INDEX FDS | $4.8M | 1.02% | 19,775 | 减持 |
| 21 | VOO | VANGUARD INDEX FDS | $4.6M | 0.97% | 6,673 | 减持 |
| 22 | MSFT | MICROSOFT CORP | $4.3M | 0.92% | 11,583 | 减持 |
| 23 | VTV | VANGUARD INDEX FDS | $3.4M | 0.72% | 15,498 | 减持 |
| 24 | GEQ | EA SERIES TRUST | $3.2M | 0.68% | 62,800 | 新建仓 |
| 25 | VB | VANGUARD INDEX FDS | $3.0M | 0.63% | 9,754 | 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