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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 64
减持 45
清仓 24
方向
标的
Δ市值
现股数(环比)
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$113.4M
123,668
-95%
增持
VOO
VANGUARD INDEX FDS
+$109.9M
612,052
+79%
减持
BSV
VANGUARD BD INDEX FDS
-$107.7M
262,318
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。
-85%
减持
VTI
VANGUARD INDEX FDS
-$100.0M
246,078
-69%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$86.4M
1,491,209
+9588%
增持
QUAL
ISHARES TR
+$16.3M
177,676
+252%
建仓
AMR
ALPHA METALLURGICAL RESOUR I
+$12.9M
320,000
减持
UPS
UNITED PARCEL SERVICE INC
+$11.4M
809,446
-3%
减持
ESGU
ISHARES TR
-$11.4M
156,018
-48%
增持
SPSM
SPDR SER TR
+$10.7M
1,749,757
+17%
增持
IEMG
ISHARES INC
+$10.1M
396,893
+101%
减持
USFR
WISDOMTREE TR
-$10.1M
332,604
-38%
减持
VUG
VANGUARD INDEX FDS
+$8.7M
799,327
-11%
增持
MSFT
MICROSOFT CORP
+$8.2M
146,373
+3%
增持
SPYM
SPDR SER TR
+$8.0M
596,662
+30%
减持
AAPL
APPLE INC
+$7.6M
438,430
-12%
增持
IVV
ISHARES TR
+$7.3M
138,593
+7%
减持
EEMV
ISHARES INC
-$7.0M
10,105
-93%
增持
EFG
ISHARES TR
+$6.8M
168,306
+58%
增持
SPYV
SPDR SER TR
+$6.4M
539,617
+35%
增持
SJNK
SPDR SER TR
+$6.1M
422,249
+131%
减持
SPTM
SPDR SER TR
-$5.7M
24,623
-83%
增持
BIV
VANGUARD BD INDEX FDS
+$5.6M
773,099
+7%
减持
—
J P MORGAN EXCHANGE TRADED F
-$5.5M
11,255
-91%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$5.4M
40,241
-67%
增持
SHYG
ISHARES TR
+$5.2M
192,439
+181%
增持
MGK
VANGUARD WORLD FD
+$5.0M
75,064
+25%
减持
MTUM
ISHARES TR
-$5.0M
40,008
-45%
增持
BTU
PEABODY ENERGY CORP
-$4.6M
400,000
+33%
增持
IUSB
ISHARES TR
+$4.6M
387,581
+31%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$4.3M
329,324
+44%
增持
IYW
ISHARES TR
+$4.2M
93,564
+55%
增持
SRLN
SSGA ACTIVE ETF TR
+$4.0M
364,721
+34%
增持
SPTS
SPDR SER TR
+$3.4M
175,437
+202%
增持
AMZN
AMAZON COM INC
+$3.4M
170,306
+1%
减持
JNJ
JOHNSON & JOHNSON
-$3.1M
75,898
-10%
建仓
HYS
PIMCO ETF TR
+$3.0M
33,341
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$3.0M
51,978
-40%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.0M
49,994
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$3.0M
375,151
+24%
增持
GOVT
ISHARES TR
+$2.8M
275,658
+71%
建仓
—
LINDE PLC
+$2.8M
7,780
清仓
DLB
DOLBY LABORATORIES INC
-$2.7M
0
-100%
清仓
UAN
CVR PARTNERS LP
-$2.6M
0
-100%
减持
FLRN
SPDR SER TR
-$2.5M
70,930
-54%
增持
XLI
SELECT SECTOR SPDR TR
+$2.5M
55,778
+72%
减持
TSLA
TESLA INC
+$2.4M
70,618
-29%
增持
GOOGL
ALPHABET INC
+$2.3M
97,420
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
49,876
+16%
清仓
—
LINDE PLC
-$2.1M
0
-100%
建仓
PUBM
PUBMATIC INC
+$2.0M
146,903
减持
IJR
ISHARES TR
-$2.0M
52,471
-29%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$2.0M
287,584
+47%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.0M
130,622
+194%
建仓
VCR
VANGUARD WORLD FDS
+$1.9M
7,605
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.9M
10,994
+102%
减持
MUB
ISHARES TR
-$1.9M
5,236
-77%
减持
DIS
DISNEY WALT CO
-$1.9M
18,868
-56%
减持
MRNA
MODERNA INC
-$1.9M
2,755
-78%
减持
SPGM
SPDR INDEX SHS FDS
-$1.8M
27,909
-59%
清仓
—
BGC PARTNERS INC
-$1.8M
0
-100%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$1.8M
67,276
减持
XLY
SELECT SECTOR SPDR TR
-$1.8M
6,802
-69%
减持
EFV
ISHARES TR
-$1.8M
225,966
-19%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.8M
34,292
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.7M
68,593
+69%
减持
META
META PLATFORMS INC
+$1.7M
37,112
-27%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.7M
27,711
+598%
增持
MBB
ISHARES TR
+$1.7M
79,854
+26%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
3,320,765
+3%
增持
TOTL
SSGA ACTIVE ETF TR
+$1.6M
259,234
+15%
减持
ONEO
SPDR SER TR
-$1.6M
31,287
-37%
减持
HD
HOME DEPOT INC
-$1.5M
26,107
-11%
建仓
PANW
PALO ALTO NETWORKS INC
+$1.5M
7,451
增持
GOOG
ALPHABET INC
+$1.5M
75,855
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
354,183
+2%
减持
BA
BOEING CO
-$1.4M
14,589
-39%
增持
XJQCX
NUVEEN CR STRATEGIES INCOME
+$1.4M
554,071
+101%
减持
SPYG
SPDR SER TR
-$1.4M
418,358
-14%
增持
XLV
SELECT SECTOR SPDR TR
+$1.4M
143,140
+13%
清仓
WPC
WP CAREY INC
-$1.4M
0
-100%
清仓
PBUS
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
增持
VOX
VANGUARD WORLD FDS
+$1.4M
32,383
+50%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$1.4M
0
-100%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.3M
9,492
-76%
减持
QQQ
INVESCO QQQ TR
+$1.3M
38,973
-7%
清仓
BOND
PIMCO ETF TR
-$1.3M
0
-100%
增持
IEFA
ISHARES TR
+$1.3M
148,761
+6%
增持
VXF
VANGUARD INDEX FDS
+$1.3M
93,393
+5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
7,818
-76%
减持
FALN
ISHARES TR
-$1.2M
35,381
-58%
清仓
—
MIND MEDICINE MINDMED INC
-$1.2M
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
187,208
+12%
增持
XLF
SELECT SECTOR SPDR TR
+$1.2M
275,572
+23%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
58,251
+28%
增持
USMV
ISHARES TR
+$1.1M
178,759
+8%
清仓
ICVT
ISHARES TR
-$1.1M
0
-100%
清仓
MTN
VAIL RESORTS INC
-$1.1M
0
-100%
增持
ARCC
ARES CAPITAL CORP
+$1.1M
70,544
+504%
增持
SCHW
SCHWAB CHARLES CORP
+$1.1M
43,420
+199%
建仓
XHS
SPDR SER TR
+$1.1M
12,312
清仓
COMT
ISHARES U S ETF TR
-$1.1M
0
-100%
减持
SBUX
STARBUCKS CORP
-$1.0M
30,957
-28%
建仓
—
ARCH RESOURCES INC
+$957.4K
72,000
增持
JMBS
JANUS DETROIT STR TR
+$953.5K
89,557
+26%
减持
PFE
PFIZER INC
-$940.1K
68,559
-6%
建仓
HSBC
HSBC HLDGS PLC
+$935.4K
27,407
减持
XLU
SELECT SECTOR SPDR TR
-$928.9K
50,833
-18%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$914.3K
129,499
+45%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$906.5K
66,590
+5%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$903.2K
54,303
-1%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$865.2K
0
-100%
减持
QUS
SPDR SER TR
-$861.4K
38,651
-20%
减持
MMM
3M CO
-$857.5K
8,387
-42%
减持
KIE
SPDR SER TR
-$854.4K
79,801
-18%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$851.4K
7,918
清仓
FNDF
SCHWAB STRATEGIC TR
-$833.5K
0
-100%
清仓
RITM
RITHM CAPITAL CORP
-$820.5K
0
-100%
增持
CRM
SALESFORCE INC
+$815.4K
10,587
+8%
增持
OEF
ISHARES TR
+$813.9K
9,355
+70%
清仓
CI
CIGNA CORP NEW
-$808.2K
0
-100%
减持
HYMB
SPDR SER TR
-$803.5K
9,502
-55%
增持
SPGI
S&P GLOBAL INC
+$792.1K
13,276
+17%
增持
FAST
FASTENAL CO
+$782.7K
66,837
+12%
清仓
SCHA
SCHWAB STRATEGIC TR
-$777.2K
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$776.6K
67,368
-14%
清仓
SCHB
SCHWAB STRATEGIC TR
-$773.9K
0
-100%
建仓
NUE
NUCOR CORP
+$763.7K
4,944
清仓
PSEC
PROSPECT CAP CORP
-$762.4K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$762.0K
4,632
-69%
减持
NKE
NIKE INC
-$755.6K
13,251
-35%
增持
METV
LISTED FD TR
+$752.5K
283,252
+7%
清仓
IYE
ISHARES TR
-$739.6K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$738.8K
0
-100%
减持
HDV
ISHARES TR
-$737.0K
12,224
-36%
清仓
ZS
ZSCALER INC
-$734.2K
0
-100%
增持
PFFD
GLOBAL X FDS
+$733.2K
171,707
+24%
增持
V
VISA INC
+$732.6K
27,068
+5%
建仓
PAVE
GLOBAL X FDS
+$728.3K
25,688
增持
MCD
MCDONALDS CORP
+$719.1K
18,984
+9%
清仓
PFFV
GLOBAL X FDS
-$718.7K
0
-100%
增持
XLB
SELECT SECTOR SPDR TR
+$693.2K
13,361
+170%
增持
BLOK
AMPLIFY ETF TR
+$688.3K
140,745
+5%
清仓
UBER
UBER TECHNOLOGIES INC
-$688.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$685.5K
133,321
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$685.1K
38,097
+20%
建仓
HYD
VANECK ETF TRUST
+$676.1K
13,068
增持
VEEV
VEEVA SYS INC
+$673.9K
22,739
+5%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$671.8K
205,281
+10%
建仓
IYT
ISHARES TR
+$667.1K
2,928
