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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 24
增持 93
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$40.9M
3,238,428
+6%
减持
TSLA
TESLA INC
-$20.2M
99,467
-32%
增持
SPYM
SPDR SER TR
+$20.1M
460,560
+2985%
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
SPY
SPDR S&P 500 ETF TR
+$18.2M
305,175
+18%
减持
USFR
WISDOMTREE TR
-$14.9M
533,182
-36%
增持
SPYG
SPDR SER TR
+$14.3M
484,816
+136%
增持
SPYV
SPDR SER TR
+$13.6M
401,065
+580%
增持
BSV
VANGUARD BD INDEX FDS
+$12.5M
1,696,765
+10%
增持
MSFT
MICROSOFT CORP
+$12.1M
141,913
+51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.1M
63,627
+125%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$11.8M
2,711,135
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$10.8M
837,502
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$10.5M
126,253
+130%
增持
SPSM
SPDR SER TR
+$9.9M
1,498,574
+12%
建仓
PTF
INVESCO EXCHANGE TRADED FD T
+$9.8M
86,252
清仓
—
ISHARES TR
-$9.8M
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$9.6M
271,831
+629%
增持
VOO
VANGUARD INDEX FDS
+$9.5M
342,442
+1%
建仓
—
ISHARES TR
+$9.4M
376,565
建仓
TOTL
SSGA ACTIVE ETF TR
+$9.0M
225,773
建仓
XSMO
INVESCO EXCHANGE TRADED FD T
+$8.8M
187,391
建仓
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$8.5M
303,413
增持
VTV
VANGUARD INDEX FDS
+$8.4M
126,291
+67%
建仓
BTU
PEABODY ENERGY CORP
+$7.9M
300,579
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$7.1M
123,531
+796%
增持
BIV
VANGUARD BD INDEX FDS
+$6.9M
722,878
+13%
减持
VTI
VANGUARD INDEX FDS
+$6.8M
785,693
-2%
增持
AAPL
APPLE INC
+$6.4M
498,135
+18%
减持
ESGU
ISHARES TR
-$6.2M
301,309
-25%
清仓
HYS
PIMCO ETF TR
-$6.1M
0
-100%
增持
IVV
ISHARES TR
+$5.7M
129,327
+6%
增持
CWI
SPDR INDEX SHS FDS
+$5.6M
251,951
+983%
增持
XLE
SELECT SECTOR SPDR TR
+$5.5M
79,992
+279%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$5.4M
196,158
-58%
增持
SPEM
SPDR INDEX SHS FDS
+$5.4M
183,970
+704%
增持
MBB
ISHARES TR
+$5.2M
63,374
+721%
增持
QQQ
INVESCO QQQ TR
+$5.1M
41,921
+85%
增持
XLF
SELECT SECTOR SPDR TR
+$5.0M
224,832
+157%
增持
PG
PROCTER AND GAMBLE CO
+$4.7M
65,574
+57%
建仓
IYW
ISHARES TR
+$4.5M
60,171
建仓
SJNK
SPDR SER TR
+$4.4M
182,481
减持
ITOT
ISHARES TR
-$4.3M
45,674
-56%
增持
SPIB
SPDR SER TR
+$4.3M
144,871
+1335%
增持
AMZN
AMAZON COM INC
-$4.2M
168,476
+4%
增持
IUSB
ISHARES TR
+$4.1M
295,938
+44%
增持
VUG
VANGUARD INDEX FDS
+$4.1M
894,909
+3%
减持
GOVT
ISHARES TR
-$4.0M
161,135
-52%
建仓
SPMD
SPDR SER TR
+$3.8M
89,830
减持
MGK
VANGUARD WORLD FD
-$3.8M
60,229
-26%
减持
USMV
ISHARES TR
-$3.6M
164,900
-30%
增持
IEFA
ISHARES TR
+$3.4M
140,460
+42%
建仓
JMBS
JANUS DETROIT STR TR
+$3.2M
71,006
减持
VTEB
VANGUARD MUN BD FDS
-$3.2M
167,824
-30%
增持
MTUM
ISHARES TR
+$3.2M
72,158
+29%
建仓
FLHY
FRANKLIN TEMPLETON ETF TR
+$3.0M
138,249
增持
VXF
VANGUARD INDEX FDS
+$2.9M
88,968
+27%
增持
SPGM
SPDR INDEX SHS FDS
+$2.9M
68,805
+809%
减持
HDV
ISHARES TR
-$2.8M
18,993
-64%
建仓
SHYG
ISHARES TR
+$2.8M
68,445
增持
MRK
MERCK & CO INC
+$2.7M
46,094
+66%
增持
MA
MASTERCARD INCORPORATED
+$2.7M
14,452
+77%
增持
—
EXXON MOBIL CORP
+$2.7M
105,822
+3%
建仓
UAN
CVR PARTNERS LP
+$2.6M
26,293
清仓
—
TWITTER INC
-$2.4M
0
-100%
增持
EEMV
ISHARES INC
+$2.4M
142,195
+40%
增持
CVX
CHEVRON CORP NEW
+$2.4M
48,196
+11%
增持
BA
BOEING CO
+$2.4M
23,758
+33%
减持
TIP
ISHARES TR
-$2.3M
4,766
-82%
增持
JNJ
JOHNSON & JOHNSON
+$2.3M
84,208
+9%
增持
JPM
JPMORGAN CHASE & CO
+$2.2M
53,682
+13%
增持
SPTI
SPDR SER TR
+$2.2M
89,098
+628%
增持
HON
HONEYWELL INTL INC
+$2.2M
27,133
+24%
增持
SPDW
SPDR INDEX SHS FDS
+$2.1M
89,845
+287%
减持
VOX
VANGUARD WORLD FDS
-$2.0M
21,532
-53%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
17,380
+413%
减持
GSIE
GOLDMAN SACHS ETF TR
-$2.0M
18,136
-82%
清仓
EFIV
SPDR SER TR
-$1.9M
0
-100%
减持
IYG
ISHARES TR
-$1.9M
9,226
-62%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$1.9M
212,827
+15%
增持
HD
HOME DEPOT INC
+$1.9M
29,180
+10%
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$1.9M
89,170
建仓
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.9M
76,503
清仓
—
MIND MEDICINE MINDMED INC
-$1.9M
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
148,843
+82%
增持
V
VISA INC
+$1.8M
25,848
+29%
增持
GOOG
ALPHABET INC
+$1.8M
72,277
+51%
减持
EFV
ISHARES TR
+$1.8M
277,615
-2%
减持
TLT
ISHARES TR
-$1.7M
4,408
-79%
增持
SBUX
STARBUCKS CORP
+$1.7M
43,052
+42%
增持
SDY
SPDR SER TR
+$1.7M
17,475
+305%
增持
PM
PHILIP MORRIS INTL INC
+$1.7M
62,240
+12%
减持
PFF
ISHARES TR
-$1.7M
9,019
-85%
减持
TAXF
AMERICAN CENTY ETF TR
-$1.6M
16,042
-69%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.6M
52,710
+73%
增持
PEP
PEPSICO INC
+$1.6M
41,871
+15%
增持
—
BLACKROCK INC
+$1.5M
6,926
+13%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.5M
5,450
增持
T
AT&T INC
+$1.5M
210,155
+34%
增持
SPAB
SPDR SER TR
+$1.5M
142,217
+67%
增持
TGT
TARGET CORP
+$1.4M
30,877
+45%
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.4M
90,610
+26%
增持
USIG
ISHARES TR
+$1.4M
93,256
+41%
增持
WMT
WALMART INC
+$1.4M
20,181
+78%
建仓
PBUS
INVESCO EXCH TRADED FD TR II
+$1.4M
35,767
清仓
ESGE
ISHARES INC
-$1.3M
0
-100%
建仓
BOND
PIMCO ETF TR
+$1.3M
14,819
增持
WFC
WELLS FARGO CO NEW
+$1.3M
72,220
+76%
增持
DGRW
WISDOMTREE TR
+$1.3M
127,070
+8%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
13,772
+31%
增持
—
J P MORGAN EXCHANGE TRADED F
+$1.3M
127,554
+28%
增持
ONEO
SPDR SER TR
+$1.3M
49,368
+26%
增持
WMB
WILLIAMS COS INC
+$1.3M
74,483
+84%
增持
SPGI
S&P GLOBAL INC
+$1.2M
11,301
+35%
增持
TJX
TJX COS INC NEW
+$1.2M
28,524
+65%
建仓
ATEN
A10 NETWORKS INC
+$1.2M
71,036
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.2M
26,214
+24%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.2M
6,609
+70%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.2M
100,247
+131%
增持
ABBV
ABBVIE INC
+$1.1M
33,085
+5%
增持
XLI
SELECT SECTOR SPDR TR
+$1.1M
32,338
+30%
建仓
AGGY
WISDOMTREE TR
+$1.1M
26,261
增持
XME
SPDR SER TR
+$1.1M
63,103
+32%
增持
DON
WISDOMTREE TR
+$1.1M
37,411
+223%
减持
ACWI
ISHARES TR
-$1.1M
37,967
-32%
建仓
USB
US BANCORP DEL
+$1.1M
25,097
减持
NVDA
NVIDIA CORPORATION
+$1.1M
44,843
-0%
增持
MCD
MCDONALDS CORP
+$1.1M
17,414
+15%
增持
NKE
NIKE INC
+$1.1M
20,346
+30%
减持
ARKK
ARK ETF TR
-$1.1M
38,495
-36%
增持
CSCO
CISCO SYS INC
+$1.1M
46,245
+62%
增持
GOOGL
ALPHABET INC
+$1.1M
89,024
+25%
增持
QUAL
ISHARES TR
+$1.0M
50,451
+11%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.0M
40,498
-30%
减持
STPZ
PIMCO ETF TR
-$1.0M
37,483
-36%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$996.5K
5,583
+36%
增持
IJH
ISHARES TR
+$978.2K
9,228
+61%
增持
SPSB
SPDR SER TR
+$974.6K
175,548
+23%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$964.9K
45,569
-23%
增持
CAT
CATERPILLAR INC
+$964.9K
8,995
+24%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$960.2K
41,183
+5%
增持
AGG
ISHARES TR
+$956.1K
19,045
+106%
建仓
ULST
SSGA ACTIVE ETF TR
+$955.9K
23,907
建仓
DGX
QUEST DIAGNOSTICS INC
+$954.7K
6,103
减持
PFFD
GLOBAL X FDS
-$952.1K
138,201
-22%
增持
BAC
BANK AMERICA CORP
+$910.2K
79,957
+39%
增持
SPTM
SPDR SER TR
+$884.0K
146,923
+7%
建仓
JPMB
J P MORGAN EXCHANGE TRADED F
+$877.5K
22,651
清仓
IYZ
ISHARES TR
-$874.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$869.5K
6,902
+25%
增持
MDLZ
MONDELEZ INTL INC
+$864.5K
54,770
+8%
