Summit Wealth Group, LLC
- SEC CIK
- 0001802865
- 最新申報
- 2026/8/4
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 270
- 較 2022 年第 4 季 +239
- 總值
- $4,188
- 較 2022 年第 4 季 −$9,474 萬 (−100.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 58,387 | $0 | 0.0% | +58,387 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 64,284 | $0 | 0.0% | +64,284 | 新進 | – |
| ELVElevance Health, Inc. | Stock | 131,506 | $0 | 0.0% | +131,506 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 69,020 | $0 | 0.0% | +69,020 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 10,566 | $0 | 0.0% | +10,566 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,475 | $0 | 0.0% | +10,475 | 新進 | 歷史 |
| PLDPrologis, Inc. | REIT | 53,651 | $0 | 0.0% | +53,651 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 127,442 | $0 | 0.0% | +127,442 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 81,404 | $0 | 0.0% | +81,404 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 16,798 | $0 | 0.0% | +16,798 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 36,117 | $0 | 0.0% | +36,117 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 49,013 | $0 | 0.0% | +49,013 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 21,744 | $0 | 0.0% | +21,744 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 19,340 | $0 | 0.0% | +19,340 | 新進 | – |
| ADBEAdobe Inc. | Stock | 23,893 | $0 | 0.0% | +23,893 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 30,060 | $0 | 0.0% | +30,060 | 新進 | 歷史 |
| BABoeing Co | Stock | 97,293 | $0 | 0.0% | +97,293 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 50,410 | $0 | 0.0% | +50,410 | 新進 | – |
| EDConsolidated Edison Inc | Stock | 42,477 | $0 | 0.0% | +42,477 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 138,742 | $0 | 0.0% | +138,742 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 56,580 | $0 | 0.0% | +56,580 | 新進 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 54,947 | $0 | 0.0% | +54,947 | 新進 | – |
| CARRCarrier Global Corp | Stock | 19,947 | $0 | 0.0% | +19,947 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 12,904 | $0 | 0.0% | +12,904 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 17,145 | $0 | 0.0% | +17,145 | 新進 | 歷史 |
| ESEversource Energy | Stock | 10,956 | $0 | 0.0% | +10,956 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 15,181 | $0 | 0.0% | +15,181 | 新進 | – |
| VVisa Inc. | Stock | 107,544 | $0 | 0.0% | +107,544 | 新進 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 12,058 | $0 | 0.0% | +12,058 | 新進 | – |
| PSXPhillips 66 | Stock | 19,972 | $0 | 0.0% | +19,972 | 新進 | 歷史 |
| NOWServiceNow, Inc. | Stock | 101,309 | $0 | 0.0% | +101,309 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 115,477 | $0 | 0.0% | +115,477 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,164 | $0 | 0.0% | +11,164 | 新進 | – |
| ACNAccenture plc | Stock | 42,014 | $0 | 0.0% | +42,014 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 102,497 | $0 | 0.0% | +102,497 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 14,891 | $0 | 0.0% | +14,891 | 新進 | 歷史 |
| OCOwens Corning | Stock | 12,454 | $0 | 0.0% | +12,454 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 14,980 | $0 | 0.0% | +14,980 | 新進 | 歷史 |
| PIIPolaris Inc. | Stock | 14,935 | $0 | 0.0% | +14,935 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 62,131 | $0 | 0.0% | +62,131 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 118,275 | $0 | 0.0% | +118,275 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 18,355 | $0 | 0.0% | +18,355 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 41,203 | $0 | 0.0% | +41,203 | 新進 | 歷史 |
| LAMRLamar Advertising Co | REIT | 15,783 | $0 | 0.0% | +15,783 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 22,678 | $0 | 0.0% | +22,678 | 新進 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 37,701 | $0 | 0.0% | +37,701 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 110,087 | $0 | 0.0% | +110,087 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 218,350 | $0 | 0.0% | +218,350 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 109,889 | $0 | 0.0% | +109,889 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 21,471 | $0 | 0.0% | +21,471 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 54,557 | $0 | 0.0% | +54,557 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 19,579 | $0 | 0.0% | +19,579 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 60,438 | $0 | 0.0% | +60,438 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 57,239 | $0 | 0.0% | +57,239 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 18,399 | $0 | 0.0% | +18,399 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 10,058 | $0 | 0.0% | +10,058 | 新進 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 18,489 | $0 | 0.0% | +18,489 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 32,384 | $0 | 0.0% | +32,384 | 新進 | 歷史 |
| ORealty Income Corp | REIT | 25,328 | $0 | 0.0% | +25,328 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 27,116 | $0 | 0.0% | +27,116 | 新進 | 歷史 |
| DEDeere & Co | Stock | 189,512 | $0 | 0.0% | +189,512 | 新進 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 31,667 | $0 | 0.0% | +31,667 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 33,243 | $0 | 0.0% | +33,243 | 新進 | 歷史 |
| PRIPrimerica, Inc. | Stock | 32,726 | $0 | 0.0% | +32,726 | 新進 | 歷史 |
| ALLAllstate Corp | Stock | 18,062 | $0 | 0.0% | +18,062 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 83,370 | $0 | 0.0% | +83,370 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 23,514 | $0 | 0.0% | +23,514 | 新進 | 歷史 |
| CECelanese Corp | Stock | 16,334 | $0 | 0.0% | +16,334 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 53,440 | $0 | 0.0% | +53,440 | 新進 | – |
| STZConstellation Brands, Inc. | Stock | 20,330 | $0 | 0.0% | +20,330 | 新進 | 歷史 |
| GFSGLOBALFOUNDRIES Inc. | Stock | 23,603 | $0 | 0.0% | +23,603 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 48,696 | $0 | 0.0% | +48,696 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 13,181 | $0 | 0.0% | +13,181 | 新進 | 歷史 |
| SEICSEI Investments Co | COM | 10,935 | $0 | 0.0% | +10,935 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 21,218 | $0 | 0.0% | +21,218 | 新進 | 歷史 |
| TTCToro Co | COM | 30,013 | $0 | 0.0% | +30,013 | 新進 | 歷史 |
| DGDollar General Corp | COM | 14,101 | $0 | 0.0% | +14,101 | 新進 | 歷史 |
| LIILennox International Inc | COM | 20,354 | $0 | 0.0% | +20,354 | 新進 | 歷史 |
| FICOFair Isaac Corp | COM | 30,216 | $0 | 0.0% | +30,216 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 48,037 | $0 | 0.0% | +48,037 | 新進 | 歷史 |
| iShares Tr46436E619 | ESG ADVAN ETF | 13,142 | $0 | 0.0% | +13,142 | 新進 | – |
| ELEstee Lauder Companies Inc | CL A | 54,961 | $0 | 0.0% | +54,961 | 新進 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 28,255 | $0 | 0.0% | +28,255 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 22,576 | $0 | 0.0% | +22,576 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 29,791 | $0 | 0.0% | +29,791 | 新進 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 31,870 | $0 | 0.0% | +31,870 | 新進 | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 17,405 | $0 | 0.0% | +17,405 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 21,145 | $0 | 0.0% | +21,145 | 新進 | 歷史 |
| THGHanover Insurance Group, Inc. | COM | 12,850 | $0 | 0.0% | +12,850 | 新進 | 歷史 |
| DOVDOVER Corp | COM | 15,802 | $0 | 0.0% | +15,802 | 新進 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 26,106 | $0 | 0.0% | +26,106 | 新進 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 12,082 | $0 | 0.0% | +12,082 | 新進 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 21,710 | $0 | 0.0% | +21,710 | 新進 | – |
| FRFirst Industrial Realty Trust Inc | COM | 21,280 | $0 | 0.0% | +21,280 | 新進 | 歷史 |
| EAElectronic Arts Inc. | COM | 19,272 | $0 | 0.0% | +19,272 | 新進 | 歷史 |
| MTDMettler Toledo International Inc | COM | 44,376 | $0 | 0.0% | +44,376 | 新進 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 30,519 | $0 | 0.0% | +30,519 | 新進 | – |
| IDXXIDEXX Laboratories Inc | COM | 28,004 | $0 | 0.0% | +28,004 | 新進 | 歷史 |
| VRSNVerisign Inc | COM | 19,020 | $0 | 0.0% | +19,020 | 新進 | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 14,698 | $0 | 0.0% | +14,698 | 新進 | 歷史 |