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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 32
增持 81
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IEFA
ISHARES TR
+$76.5M
1,281,262
+761%
减持
SCHD
SCHWAB STRATEGIC TR
-$23.5M
3,021,983
-9%
增持
VOO
VANGUARD INDEX FDS
+$22.1M
619,314
+1%
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。
减持
BSV
VANGUARD BD INDEX FDS
-$18.7M
17,603
-93%
减持
AMR
ALPHA METALLURGICAL RESOUR I
-$12.7M
250,000
-22%
增持
SPTI
SPDR SER TR
+$12.0M
518,565
+460%
减持
AAPL
APPLE INC
+$11.8M
433,374
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$10.4M
1,691,900
+13%
减持
VUG
VANGUARD INDEX FDS
-$9.8M
670,139
-16%
增持
MSFT
MICROSOFT CORP
+$9.5M
151,826
+4%
增持
QQQ
INVESCO QQQ TR
+$9.4M
59,199
+52%
减持
XLV
SELECT SECTOR SPDR TR
-$9.0M
71,542
-50%
减持
TOTL
SSGA ACTIVE ETF TR
-$8.8M
44,878
-83%
减持
—
ISHARES TR
-$8.8M
8,868
-98%
建仓
—
ISHARES TR
+$8.3M
336,516
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$8.1M
28,149
-86%
增持
ARCC
ARES CAPITAL CORP
+$7.3M
455,221
+545%
减持
USFR
WISDOMTREE TR
-$7.3M
188,166
-43%
增持
AMZN
AMAZON COM INC
+$7.1M
189,742
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$7.1M
348,591
+11%
增持
GLD
SPDR GOLD TR
+$6.8M
44,690
+617%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$6.3M
467,474
+42%
增持
VTI
VANGUARD INDEX FDS
+$6.1M
255,829
+4%
增持
IVV
ISHARES TR
+$6.0M
141,325
+2%
建仓
QEFA
SPDR INDEX SHS FDS
+$5.9M
84,761
建仓
SLYV
SPDR SER TR
+$5.8M
75,785
增持
BIV
VANGUARD BD INDEX FDS
+$5.8M
865,770
+12%
增持
SPDW
SPDR INDEX SHS FDS
+$5.1M
251,267
+161%
增持
MGK
VANGUARD WORLD FD
+$4.9M
86,157
+15%
减持
SPYV
SPDR SER TR
-$4.8M
397,442
-26%
增持
JMBS
JANUS DETROIT STR TR
+$4.8M
195,515
+118%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$4.8M
513,583
减持
VTEB
VANGUARD MUN BD FDS
-$4.7M
95,933
-49%
减持
VXF
VANGUARD INDEX FDS
-$4.6M
57,259
-39%
增持
SPSM
SPDR SER TR
+$4.5M
1,818,312
+4%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$4.4M
48,055
+507%
减持
XLE
SELECT SECTOR SPDR TR
-$4.4M
35,790
-59%
增持
SHYG
ISHARES TR
+$4.1M
292,215
+52%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$4.0M
329,323
+154%
建仓
GBDC
GOLUB CAP BDC INC
+$4.0M
295,706
增持
SPAB
SPDR SER TR
+$4.0M
272,469
+138%
增持
META
META PLATFORMS INC
+$3.9M
41,036
+11%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$3.7M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$3.7M
93,463
+23%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$3.7M
143,117
清仓
—
SPDR SER TR
-$3.6M
0
-100%
增持
SPYM
SPDR SER TR
+$3.5M
618,985
+4%
建仓
ARI
APOLLO COML REAL EST FIN INC
+$3.5M
305,057
减持
NVDA
NVIDIA CORPORATION
+$3.4M
24,994
-3%
清仓
PFFD
GLOBAL X FDS
-$3.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.4M
419,981
+19%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.4M
127,963
+87%
增持
SHY
ISHARES TR
+$3.4M
46,605
+878%
减持
FLHY
FRANKLIN TEMPLETON ETF TR
-$3.2M
14,450
-91%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
151,500
+14%
增持
QUAL
ISHARES TR
+$2.8M
184,443
+4%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$2.8M
0
-100%
增持
MGV
VANGUARD WORLD FD
+$2.8M
216,038
+11%
增持
AVGO
BROADCOM INC
+$2.8M
5,721
+70%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$2.8M
245,194
增持
GOOGL
ALPHABET INC
+$2.7M
107,174
+10%
增持
XLY
SELECT SECTOR SPDR TR
+$2.7M
21,664
+218%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.6M
1,209
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
+$2.5M
239,951
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$2.5M
480,000
增持
SJNK
SPDR SER TR
+$2.3M
519,300
+23%
建仓
IEP
ICAHN ENTERPRISES LP
+$2.3M
78,825
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$2.2M
41,375
增持
IEMG
ISHARES INC
+$2.2M
437,849
+10%
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$2.2M
184,710
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
66,489
-0%
建仓
BGB
BLACKSTONE STRATEGIC CRED 20
+$2.1M
192,608
增持
XLI
SELECT SECTOR SPDR TR
+$2.1M
72,021
+29%
减持
MTUM
ISHARES TR
-$2.0M
24,718
-38%
减持
BTU
PEABODY ENERGY CORP
-$2.0M
80,079
-80%
增持
PG
PROCTER AND GAMBLE CO
+$1.9M
78,166
+17%
增持
XLF
SELECT SECTOR SPDR TR
+$1.9M
319,911
+16%
减持
XLP
SELECT SECTOR SPDR TR
-$1.9M
41,970
-38%
减持
SPMD
SPDR SER TR
-$1.9M
46,135
-50%
减持
QUS
SPDR SER TR
-$1.9M
21,217
-45%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.9M
117,403
+55%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.9M
11,442
建仓
EDV
VANGUARD WORLD FD
+$1.8M
20,852
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$1.8M
29,621
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$1.8M
25,178
减持
KIE
SPDR SER TR
-$1.8M
34,010
-57%
增持
HYS
PIMCO ETF TR
+$1.7M
52,484
+57%
增持
LLY
LILLY ELI & CO
+$1.7M
9,324
+21%
建仓
—
CONSOL ENERGY INC NEW
+$1.7M
80,000
增持
MCD
MCDONALDS CORP
+$1.7M
23,526
+24%
增持
RY
ROYAL BK CDA
+$1.7M
23,727
+301%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.7M
80,593
+38%
建仓
FTXG
FIRST TR EXCHANGE-TRADED FD
+$1.7M
64,361
增持
IYW
ISHARES TR
+$1.6M
94,820
+1%
增持
SPIB
SPDR SER TR
+$1.6M
181,265
+40%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$1.6M
22,578
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$1.6M
28,918
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.6M
39,103
增持
HYD
VANECK ETF TRUST
+$1.5M
42,836
+228%
增持
RZV
INVESCO EXCHANGE TRADED FD T
+$1.5M
21,579
+291%
增持
NFLX
NETFLIX INC
+$1.5M
8,085
+36%
增持
XLC
SELECT SECTOR SPDR TR
+$1.5M
56,904
+49%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.5M
86,551
-30%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.4M
76,766
+89%
增持
BND
VANGUARD BD INDEX FDS
+$1.4M
46,563
+70%
建仓
IHY
VANECK ETF TRUST
+$1.3M
67,054
建仓
MINT
PIMCO ETF TR
+$1.3M
13,422
建仓
XSW
SPDR SER TR
+$1.3M
9,605
减持
SPYG
SPDR SER TR
+$1.3M
400,337
-4%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.2M
20,339
-49%
增持
KO
COCA COLA CO
+$1.2M
57,547
+59%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
135,089
+34%
增持
WMT
WALMART INC
+$1.2M
28,930
+28%
减持
XLU
SELECT SECTOR SPDR TR
-$1.2M
34,039
-33%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.2M
6,284
+58%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$1.2M
10,310
减持
KOMP
SPDR SER TR
-$1.2M
26,675
-51%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
25,100
+21%
减持
SPSB
SPDR SER TR
-$1.1M
136,227
-21%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
32,737
+21%
增持
HYG
ISHARES TR
+$1.1M
18,434
+367%
减持
DGRW
WISDOMTREE TR
-$1.1M
102,525
-19%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
30,678
+70%
增持
JNK
SPDR SER TR
+$1.1M
15,281
+313%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.0M
7,488
+10%
增持
BIL
SPDR SER TR
+$1.0M
13,678
+466%
增持
SPGI
S&P GLOBAL INC
+$1.0M
13,975
+5%
增持
VBK
VANGUARD INDEX FDS
+$980.7K
18,472
+23%
增持
LMT
LOCKHEED MARTIN CORP
+$977.6K
9,679
+32%
增持
AMAT
APPLIED MATLS INC
+$975.7K
18,168
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$973.6K
88,183
+49%
减持
ACWI
ISHARES TR
-$972.7K
18,166
-39%
增持
UNP
UNION PAC CORP
+$972.1K
17,209
+36%
增持
V
VISA INC
+$938.1K
29,648
+10%
清仓
HSBC
HSBC HLDGS PLC
-$935.4K
0
-100%
增持
TGT
TARGET CORP
-$934.6K
28,267
+0%
增持
LQD
ISHARES TR
+$929.9K
19,829
+79%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$915.8K
9,463
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$905.0K
52,819
-3%
增持
VOE
VANGUARD INDEX FDS
+$900.2K
39,996
+16%
增持
PFE
PFIZER INC
+$888.3K
100,477
+47%
建仓
GMF
SPDR INDEX SHS FDS
+$887.7K
8,951
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$868.5K
3,931
+141%
建仓
PCY
INVESCO EXCH TRADED FD TR II
+$860.5K
44,153
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$856.1K
324,992
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$852.7K
8,253
+25%
建仓
SCHV
SCHWAB STRATEGIC TR
+$844.2K
12,584
增持
AFL
AFLAC INC
+$843.1K
17,191
+211%
增持
JPM
JPMORGAN CHASE & CO
+$841.0K
55,191
+0%
增持
ESGV
VANGUARD WORLD FD
+$838.4K
41,558
+23%
