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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 22
增持 28
减持 85
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
UPS
UNITED PARCEL SERVICE INC
-$247.8M
834,347
-60%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$164.0M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$81.7M
3,066,587
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。
+80%
减持
VUG
VANGUARD INDEX FDS
-$53.9M
872,101
-19%
清仓
—
ARCH RESOURCES INC
-$38.9M
0
-100%
增持
TSLA
TESLA INC
-$35.5M
147,282
+35%
减持
IVV
ISHARES TR
-$30.5M
122,539
-38%
减持
SPY
SPDR S&P 500 ETF TR
-$29.4M
258,317
-12%
减持
MGV
VANGUARD WORLD FD
-$28.8M
217,445
-57%
减持
MGK
VANGUARD WORLD FD
-$25.9M
81,216
-63%
减持
ESGU
ISHARES TR
-$24.4M
400,158
-40%
清仓
AMR
ALPHA METALLURGICAL RESOUR I
-$22.1M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$20.0M
376,451
-54%
减持
VTEB
VANGUARD MUN BD FDS
-$14.8M
239,343
-55%
减持
EFV
ISHARES TR
-$13.9M
283,943
-50%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$12.6M
127,141
-41%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$12.3M
57,645
-48%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$9.8M
59,420
-67%
减持
VTI
VANGUARD INDEX FDS
-$9.5M
799,143
-1%
减持
IEMG
ISHARES INC
-$9.4M
197,071
-46%
减持
SRLN
SSGA ACTIVE ETF TR
-$9.0M
37,275
-85%
增持
GOOG
ALPHABET INC
-$8.3M
47,964
+716%
减持
VOO
VANGUARD INDEX FDS
-$8.2M
337,679
-2%
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$7.7M
232,942
清仓
SJNK
SPDR SER TR
-$7.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$7.2M
162,542
+54%
减持
JNJ
JOHNSON & JOHNSON
-$7.1M
77,083
-31%
减持
MSFT
MICROSOFT CORP
-$7.0M
94,049
-16%
减持
IUSB
ISHARES TR
-$6.8M
205,852
-40%
减持
VBR
VANGUARD INDEX FDS
-$6.3M
32,048
-56%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$6.2M
79,808
-61%
增持
MTUM
ISHARES TR
+$6.1M
56,072
+506%
减持
VOE
VANGUARD INDEX FDS
-$6.0M
38,463
-54%
减持
VOT
VANGUARD INDEX FDS
-$6.0M
22,450
-60%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$5.7M
57,882
-61%
减持
—
EXXON MOBIL CORP
-$5.7M
102,793
-40%
减持
GE
GENERAL ELECTRIC CO
-$5.5M
23,735
-78%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$5.2M
2,705,440
+1%
增持
QUS
SPDR SER TR
+$5.1M
55,479
+981%
减持
IYE
ISHARES TR
-$5.0M
25,857
-84%
减持
PFFD
GLOBAL X FDS
-$5.0M
176,916
-56%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.9M
0
-100%
建仓
FLRN
SPDR SER TR
+$4.8M
158,460
减持
ESGE
ISHARES INC
-$4.7M
48,698
-74%
减持
VBK
VANGUARD INDEX FDS
-$4.4M
16,787
-57%
减持
AAPL
APPLE INC
-$4.3M
422,140
-8%
减持
PG
PROCTER AND GAMBLE CO
-$4.1M
41,710
-36%
减持
XLF
SELECT SECTOR SPDR TR
-$3.9M
87,551
-58%
减持
SCHE
SCHWAB STRATEGIC TR
-$3.8M
18,260
-89%
减持
CVX
CHEVRON CORP NEW
-$3.7M
43,532
-37%
减持
FALN
ISHARES TR
-$3.7M
120,980
-55%
清仓
BTU
PEABODY ENGR CORP
-$3.4M
0
-100%
减持
SDY
SPDR SER TR
-$3.4M
4,314
-87%
减持
EFG
ISHARES TR
-$3.4M
113,470
-21%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.3M
21,066
建仓
VLU
SPDR SER TR
+$3.3M
26,297
清仓
IAGG
ISHARES TR
-$3.3M
0
-100%
建仓
KIE
SPDR SER TR
+$3.2M
89,420
减持
XLK
SELECT SECTOR SPDR TR
-$3.2M
47,806
-32%
建仓
USIG
ISHARES TR
+$3.2M
66,196
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$3.1M
184,800
+85%
减持
VLUE
ISHARES TR
-$3.1M
10,287
-76%
减持
GOVT
ISHARES TR
-$3.1M
337,203
-25%
增持
ILCB
ISHARES TR
+$3.0M
69,541
+826%
减持
VFH
VANGUARD WORLD FDS
-$3.0M
39,057
-49%
减持
BIV
VANGUARD BD INDEX FDS
-$2.9M
637,532
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$2.9M
55,510
+421%
建仓
STPZ
PIMCO ETF TR
+$2.9M
58,119
增持
ONEO
SPDR SER TR
+$2.8M
39,139
+766%
清仓
SHM
SPDR SER TR
-$2.8M
0
-100%
清仓
IJS
ISHARES TR
-$2.8M
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$2.8M
123,171
-50%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$2.8M
71,865
减持
COMT
ISHARES U S ETF TR
-$2.8M
34,071
-65%
建仓
VEEV
VEEVA SYS INC
+$2.7M
16,465
清仓
SHYG
ISHARES TR
-$2.7M
0
-100%
增持
KOMP
SPDR SER TR
+$2.6M
80,291
+548%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$2.6M
33,964
减持
T
AT&T INC
-$2.6M
157,376
-34%
减持
VOX
VANGUARD WORLD FDS
-$2.6M
46,267
-32%
减持
CAT
CATERPILLAR INC
-$2.5M
7,252
-65%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$2.5M
36,667
清仓
DSU
BLACKROCK DEBT STRATEGIES FD
-$2.4M
0
-100%
增持
TGT
TARGET CORP
+$2.4M
21,254
+307%
建仓
ILCG
ISHARES TR
+$2.4M
49,474
减持
BND
VANGUARD BD INDEX FDS
-$2.4M
28,294
-52%
减持
TIP
ISHARES TR
-$2.3M
26,992
-40%
减持
ARKK
ARK ETF TR
-$2.3M
60,121
-47%
建仓
FAST
FASTENAL CO
+$2.3M
49,261
增持
HON
HONEYWELL INTL INC
+$2.2M
21,899
+167%
增持
SPGI
S&P GLOBAL INC
+$2.2M
8,394
+731%
建仓
SPTS
SPDR SER TR
+$2.2M
75,710
减持
JPM
JPMORGAN CHASE & CO
-$2.2M
47,704
-25%
清仓
VCR
VANGUARD WORLD FDS
-$2.1M
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.1M
25,820
-66%
增持
—
BLACKROCK INC
+$2.0M
6,120
+182%
减持
IHF
ISHARES TR
-$2.0M
8,069
-50%
建仓
XME
SPDR SER TR
+$2.0M
47,723
增持
SPSM
SPDR SER TR
-$2.0M
1,336,255
+1%
建仓
STIP
ISHARES TR
+$2.0M
20,923
建仓
DLB
DOLBY LABORATORIES INC
+$2.0M
30,157
建仓
EFIV
SPDR SER TR
+$1.9M
57,271
建仓
—
MIND MEDICINE MINDMED INC
+$1.9M
540,287
减持
UNP
UNION PAC CORP
-$1.9M
13,688
-36%
增持
XLP
SELECT SECTOR SPDR TR
+$1.8M
79,076
+66%
减持
ABBV
ABBVIE INC
-$1.8M
31,451
-20%
减持
IHE
ISHARES TR
-$1.8M
10,342
-44%
增持
BSV
VANGUARD BD INDEX FDS
-$1.8M
1,540,453
+1%
减持
VTV
VANGUARD INDEX FDS
-$1.8M
75,601
-10%
减持
—
LINDE PLC
-$1.7M
4,705
-55%
减持
MUB
ISHARES TR
-$1.7M
26,870
-36%
减持
XLI
SELECT SECTOR SPDR TR
-$1.7M
24,788
-43%
建仓
MDYG
SPDR SER TR
+$1.7M
28,302
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.7M
81,872
减持
TLH
ISHARES TR
-$1.6M
15,932
-43%
减持
QUAL
ISHARES TR
-$1.6M
45,623
-20%
减持
IJR
ISHARES TR
-$1.6M
79,923
-14%
增持
DIS
DISNEY WALT CO
+$1.6M
44,738
+60%
增持
—
MIND MEDICINE MINDMED INC
+$1.6M
540,287
+1%
减持
MA
MASTERCARD INCORPORATED
-$1.5M
8,158
-33%
减持
QCOM
QUALCOMM INC
-$1.5M
10,901
-50%
增持
ACWI
ISHARES TR
+$1.5M
55,544
+67%
减持
V
VISA INC
-$1.5M
20,044
-22%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
44,978
-2%
减持
XLC
SELECT SECTOR SPDR TR
-$1.5M
20,001
-56%
减持
IYG
ISHARES TR
-$1.5M
24,013
-27%
增持
SPYV
SPDR SER TR
+$1.5M
58,948
+306%
清仓
ANGL
VANECK ETF TRUST
-$1.5M
0
-100%
减持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$1.5M
276,169
-50%
减持
BA
BOEING CO
-$1.4M
17,897
-32%
增持
IHDG
WISDOMTREE TR
+$1.4M
49,619
+398%
增持
PFF
ISHARES TR
+$1.4M
60,931
+266%
减持
IEFA
ISHARES TR
-$1.4M
99,075
-11%
减持
ONLN
PROSHARES TR
-$1.4M
50,666
-43%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$1.4M
9,800
-86%
增持
XLV
SELECT SECTOR SPDR TR
+$1.3M
54,800
+33%
减持
LLY
LILLY ELI & CO
-$1.3M
4,916
-45%
减持
DE
DEERE & CO
-$1.3M
4,457
-53%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3M
6,479
-27%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.3M
43,723
+615%
减持
SMH
VANECK ETF TRUST
-$1.3M
10,191
-35%
清仓
BTT
BLACKROCK MUN TARGET TERM TR
-$1.3M
0
-100%
减持
PEP
PEPSICO INC
-$1.3M
36,565
-16%
建仓
FXN
FIRST TR EXCHANGE TRADED FD
+$1.3M
82,387
减持
VAW
VANGUARD WORLD FDS
-$1.3M
11,024
-39%
减持
CMCSA
COMCAST CORP NEW
-$1.3M
28,811
-46%
增持
EMB
ISHARES TR
+$1.3M
19,883
+424%
清仓
FLOT
ISHARES TR
-$1.3M
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.2M
39,045
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
4,097
-32%
