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Merit Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Merit Financial Group, LLC
报告期 2026-03-31 · CIK 0001621225
持仓数
2,115
前50大市值合计
$6.70B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 43
增持 96
减持 10
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
+$220.9M
2,078,860
+176%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$164.0M
401
增持
SCHD
SCHWAB STRATEGIC TR
+$121.6M
1,704,040
+26463%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BSV
VANGUARD BD INDEX FDS
+$116.7M
1,524,196
+33711%
增持
VOO
VANGUARD INDEX FDS
+$113.9M
343,339
+2647%
建仓
BIV
VANGUARD BD INDEX FDS
+$49.8M
640,697
增持
TSLA
TESLA INC
+$49.6M
109,121
+316%
增持
VUG
VANGUARD INDEX FDS
-$47.0M
1,078,839
+8%
增持
SPSM
SPDR SER TR
+$45.7M
1,320,959
+2873%
增持
SPY
SPDR S&P 500 ETF TR
+$42.9M
293,895
+1383%
增持
USFR
WISDOMTREE TR
+$40.4M
808,125
+17541%
建仓
—
ARCH RESOURCES INC
+$38.9M
2,228,840
增持
ESGU
ISHARES TR
+$29.5M
669,804
+154%
增持
IVV
ISHARES TR
+$24.3M
196,238
+78%
增持
AAPL
APPLE INC
+$24.2M
458,494
+108%
增持
VTI
VANGUARD INDEX FDS
-$23.5M
810,793
+5%
建仓
AMR
ALPHA METALLURGICAL RESOUR I
+$22.1M
1,473,160
增持
MSFT
MICROSOFT CORP
+$21.1M
112,402
+346%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$17.4M
213,945
+192%
增持
MGV
VANGUARD WORLD FD
+$16.1M
502,229
+68%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$13.8M
2,683,641
+6%
增持
VTEB
VANGUARD MUN BD FDS
+$12.8M
527,462
+102%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$12.4M
824,699
+87%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$12.2M
111,864
+154%
增持
EFV
ISHARES TR
+$12.0M
572,148
+124%
建仓
SRLN
SSGA ACTIVE ETF TR
+$10.5M
252,128
增持
—
EXXON MOBIL CORP
+$10.4M
171,231
+230%
减持
SPEM
SPDR INDEX SHS FDS
-$9.9M
11,351
-96%
增持
JNJ
JOHNSON & JOHNSON
+$9.7M
111,188
+97%
增持
MGK
VANGUARD WORLD FD
+$9.7M
220,613
+71%
增持
GOOG
ALPHABET INC
+$9.2M
5,880
+343%
增持
IUSB
ISHARES TR
+$8.8M
341,116
+135%
建仓
ITOT
ISHARES TR
+$8.7M
103,500
建仓
SJNK
SPDR SER TR
+$7.6M
313,193
减持
CWI
SPDR INDEX SHS FDS
-$7.3M
24,068
-92%
建仓
HYS
PIMCO ETF TR
+$6.7M
75,694
增持
GE
GENERAL ELECTRIC CO
+$6.5M
108,731
+2461%
增持
XLK
SELECT SECTOR SPDR TR
+$6.5M
70,005
+360%
增持
IEMG
ISHARES INC
+$6.4M
364,611
+76%
建仓
VOX
VANGUARD WORLD FDS
+$6.4M
67,686
减持
ARKK
ARK ETF TR
-$6.3M
114,073
-30%
增持
CVX
CHEVRON CORP NEW
+$6.3M
69,030
+200%
建仓
VFH
VANGUARD WORLD FDS
+$5.9M
76,690
增持
GOVT
ISHARES TR
+$5.6M
449,042
+118%
增持
GOOGL
ALPHABET INC
+$5.5M
3,192
+521%
增持
XLF
SELECT SECTOR SPDR TR
+$5.4M
207,052
+615%
增持
PG
PROCTER AND GAMBLE CO
+$5.4M
65,143
+148%
建仓
—
J P MORGAN EXCHANGE TRADED F
+$5.0M
102,908
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.9M
226,772
建仓
IYG
ISHARES TR
+$4.9M
33,015
增持
EEMV
ISHARES INC
+$4.8M
93,472
+1319%
增持
EFG
ISHARES TR
+$4.5M
144,193
+97%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.5M
178,164
+57%
增持
USMV
ISHARES TR
+$4.3M
232,448
+51%
清仓
IBUY
AMPLIFY ETF TR
-$4.3M
0
-100%
增持
PEP
PEPSICO INC
+$4.3M
43,579
+148%
增持
HDV
ISHARES TR
+$4.1M
58,454
+254%
建仓
IHF
ISHARES TR
+$4.1M
16,038
增持
META
META PLATFORMS INC
+$4.0M
35,514
+364%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$4.0M
494,610
+77%
增持
COST
COSTCO WHSL CORP NEW
+$3.9M
12,653
+242%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.9M
164,428
+1712%
增持
SPSB
SPDR SER TR
+$3.9M
143,218
+1124%
增持
ABBV
ABBVIE INC
+$3.8M
39,490
+187%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.8M
148,342
+77%
增持
HD
HOME DEPOT INC
+$3.8M
31,041
+97%
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$3.7M
88,727
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.7M
204,230
+69%
建仓
CAT
CATERPILLAR INC
+$3.7M
20,748
增持
PFFD
GLOBAL X FDS
+$3.7M
404,511
+93%
建仓
IHE
ISHARES TR
+$3.6M
18,592
建仓
SCHO
SCHWAB STRATEGIC TR
+$3.5M
71,786
增持
JPM
JPMORGAN CHASE & CO
+$3.4M
63,525
+133%
建仓
BTU
PEABODY ENGR CORP
+$3.4M
980,000
增持
SDY
SPDR SER TR
+$3.4M
32,544
+781%
建仓
SMH
VANECK ETF TRUST
+$3.2M
15,765
增持
VOE
VANGUARD INDEX FDS
+$3.2M
82,780
+64%
增持
TIP
ISHARES TR
+$3.1M
44,983
+182%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.1M
7,718
+352%
增持
XLI
SELECT SECTOR SPDR TR
+$3.1M
43,140
+548%
减持
VDC
VANGUARD WORLD FDS
-$3.1M
22,229
-39%
建仓
—
LINDE PLC
+$3.0M
10,436
建仓
VAW
VANGUARD WORLD FDS
+$2.9M
18,128
增持
VOT
VANGUARD INDEX FDS
+$2.9M
55,760
+81%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.9M
6,049
+804%
增持
XLP
SELECT SECTOR SPDR TR
+$2.9M
47,702
+532%
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$2.9M
551,830
建仓
ONLN
PROSHARES TR
+$2.9M
88,220
增持
VBR
VANGUARD INDEX FDS
+$2.8M
72,698
+59%
建仓
DE
DEERE & CO
+$2.8M
9,409
建仓
SHM
SPDR SER TR
+$2.8M
59,555
建仓
IJS
ISHARES TR
+$2.8M
31,601
增持
UNP
UNION PAC CORP
+$2.8M
21,285
+236%
建仓
ACWI
ISHARES TR
+$2.8M
33,334
增持
NVDA
NVIDIA CORPORATION
+$2.8M
45,983
+200%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.8M
42,145
+534%
增持
LLY
LILLY ELI & CO
+$2.7M
9,005
+1125%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$2.7M
95,955
增持
BA
BOEING CO
+$2.7M
26,173
+444%
建仓
SHYG
ISHARES TR
+$2.7M
65,493
增持
V
VISA INC
+$2.6M
25,813
+130%
增持
VTV
VANGUARD INDEX FDS
+$2.5M
84,126
+45%
建仓
DSU
BLACKROCK DEBT STRATEGIES FD
+$2.4M
237,924
减持
EFAV
ISHARES TR
-$2.4M
81,269
-23%
增持
WFC
WELLS FARGO CO NEW
+$2.4M
68,173
+1230%
增持
BND
VANGUARD BD INDEX FDS
+$2.4M
58,499
+127%
增持
LMT
LOCKHEED MARTIN CORP
+$2.4M
8,909
+167%
增持
VBK
VANGUARD INDEX FDS
+$2.3M
38,967
+81%
增持
QCOM
QUALCOMM INC
+$2.3M
21,598
+683%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$2.3M
99,660
-26%
增持
SFM
SPROUTS FMRS MKT INC
+$2.3M
246,074
+101%
增持
MUB
ISHARES TR
+$2.2M
42,057
+107%
增持
NKE
NIKE INC
+$2.2M
23,558
+1384%
增持
SPYG
SPDR SER TR
-$2.2M
182,125
+3%
增持
T
AT&T INC
+$2.2M
237,089
+100%
增持
SBUX
STARBUCKS CORP
+$2.2M
36,144
+451%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$2.2M
48,892
建仓
TLT
ISHARES TR
+$2.1M
18,680
建仓
VCR
VANGUARD WORLD FDS
+$2.1M
9,424
增持
XLV
SELECT SECTOR SPDR TR
+$2.1M
41,309
+79%
建仓
—
TWITTER INC
+$2.1M
57,194
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.1M
479,791
-1%
增持
MCD
MCDONALDS CORP
+$2.1M
18,216
+90%
增持
SPAB
SPDR SER TR
+$2.1M
93,169
+599%
增持
FALN
ISHARES TR
+$2.1M
267,457
+64%
增持
TAXF
AMERICAN CENTY ETF TR
+$2.1M
56,278
+286%
增持
XLY
SELECT SECTOR SPDR TR
+$2.0M
22,012
+308%
增持
IYE
ISHARES TR
+$2.0M
156,876
+62%
增持
PFE
PFIZER INC
+$2.0M
74,188
+102%
增持
MRNA
MODERNA INC
+$1.9M
15,802
+656%
增持
BLOK
AMPLIFY ETF TR
-$1.9M
131,946
+5%
建仓
IFRA
ISHARES TR
+$1.9M
54,821
建仓
GSLC
GOLDMAN SACHS ETF TR
+$1.8M
24,346
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
25,387
+75%
增持
MA
MASTERCARD INCORPORATED
+$1.8M
12,221
+111%
建仓
—
ACCENTURE PLC IRELAND
+$1.8M
6,322
增持
TLH
ISHARES TR
+$1.7M
28,088
+130%
增持
AMZN
AMAZON COM INC
-$1.7M
105,603
+2568%
减持
TQQQ
PROSHARES TR
-$1.7M
9,467
-75%
增持
XLC
SELECT SECTOR SPDR TR
+$1.7M
45,443
+287%
建仓
—
BGC PARTNERS INC
+$1.6M
481,626
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.6M
46,054
+62%
减持
DGRW
WISDOMTREE TR
-$1.6M
108,324
-12%
增持
WMT
WALMART INC
+$1.6M
19,793
+259%
增持
KO
COCA COLA CO
+$1.6M
37,186
+204%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$1.6M
71,009
建仓
IYK
ISHARES TR
+$1.5M
7,874
建仓
ANGL
VANECK ETF TRUST
+$1.5M
54,742
减持
IXN
ISHARES TR
-$1.5M
34,543
-34%
建仓
WPC
WP CAREY INC
+$1.5M
17,628
