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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 16
增持 61
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
UPS
UNITED PARCEL SERVICE INC
-$17.7M
890,906
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.5M
1,912,051
+13%
建仓
JAAA
JANUS DETROIT STR TR
+$8.9M
175,895
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
IVV
ISHARES TR
+$8.1M
165,525
+17%
增持
VOO
VANGUARD INDEX FDS
-$7.6M
622,962
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$7.1M
343,308
-2%
增持
BIV
VANGUARD BD INDEX FDS
+$5.5M
976,715
+13%
减持
GOVT
ISHARES TR
-$4.9M
105,601
-66%
增持
EFV
ISHARES TR
+$4.9M
323,844
+44%
增持
AAPL
APPLE INC
-$4.8M
462,677
+7%
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$4.6M
120,863
建仓
TFLO
ISHARES TR
+$4.6M
90,351
减持
IYW
ISHARES TR
-$4.3M
57,350
-40%
减持
MPT
MEDICAL PPTYS TRUST INC
-$4.1M
113,445
-78%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$4.0M
30,222
减持
VTEB
VANGUARD MUN BD FDS
-$4.0M
16,556
-83%
减持
QUAL
ISHARES TR
-$4.0M
158,573
-14%
减持
ESGU
ISHARES TR
-$3.8M
107,280
-25%
增持
VUG
VANGUARD INDEX FDS
-$3.8M
682,363
+2%
减持
SPAB
SPDR SER TR
-$3.8M
129,347
-53%
增持
IVW
ISHARES TR
+$3.6M
100,754
+113%
增持
DVN
DEVON ENERGY CORP NEW
+$3.5M
908,197
+12241%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$3.5M
531,955
+62%
减持
EFG
ISHARES TR
-$3.4M
150,730
-12%
增持
PYPL
PAYPAL HLDGS INC
+$3.3M
61,534
+1092%
增持
SPSM
SPDR SER TR
-$3.2M
1,826,411
+0%
增持
SPMD
SPDR SER TR
+$3.2M
121,079
+162%
减持
IBB
ISHARES TR
-$3.0M
5,357
-82%
增持
TLT
ISHARES TR
+$2.8M
44,536
+300%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
88,650
+90%
增持
COST
COSTCO WHSL CORP NEW
+$2.7M
15,801
+37%
增持
MGV
VANGUARD WORLD FD
+$2.6M
246,399
+14%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.6M
17,607
增持
XLE
SELECT SECTOR SPDR TR
+$2.5M
60,104
+68%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$2.5M
0
-100%
增持
IJH
ISHARES TR
+$2.3M
18,702
+111%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.3M
136
-89%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
3,134,269
+4%
减持
FIS
FIDELITY NATL INFORMATION SV
-$2.3M
9,935
-81%
增持
MSFT
MICROSOFT CORP
-$2.3M
156,522
+3%
增持
VTV
VANGUARD INDEX FDS
+$2.3M
172,482
+14%
减持
USMV
ISHARES TR
-$2.3M
144,191
-16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
494,874
+18%
增持
GOOGL
ALPHABET INC
+$2.2M
115,100
+7%
减持
SHYG
ISHARES TR
-$2.2M
241,297
-17%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
85,308
-9%
减持
SJNK
SPDR SER TR
-$2.1M
436,869
-16%
增持
—
EXXON MOBIL CORP
+$2.1M
119,015
+8%
减持
TLH
ISHARES TR
-$2.0M
2,383
-88%
增持
USHY
ISHARES TR
+$1.9M
71,856
+357%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
减持
META
META PLATFORMS INC
-$1.7M
33,440
-19%
清仓
—
CONSOL ENERGY INC NEW
-$1.7M
0
-100%
清仓
FTXG
FIRST TR EXCHANGE-TRADED FD
-$1.7M
0
-100%
减持
QUS
SPDR SER TR
-$1.7M
7,762
-63%
增持
VXF
VANGUARD INDEX FDS
+$1.7M
70,985
+24%
减持
MTUM
ISHARES TR
-$1.6M
13,948
-44%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
272,758
+7%
增持
MGK
VANGUARD WORLD FD
+$1.6M
96,264
+12%
减持
IEMG
ISHARES INC
-$1.6M
420,888
-4%
减持
ARI
APOLLO COML REAL EST FIN INC
-$1.5M
196,116
-36%
减持
XLI
SELECT SECTOR SPDR TR
-$1.5M
61,916
-14%
增持
LQD
ISHARES TR
+$1.4M
35,026
+77%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.4M
102,602
+27%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
62,793
-12%
减持
SPYD
SPDR SER TR
-$1.4M
6,479
-85%
减持
QEFA
SPDR INDEX SHS FDS
-$1.3M
68,294
-19%
清仓
BTU
PEABODY ENERGY CORP
-$1.3M
0
-100%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.3M
95,021
-34%
减持
GLD
SPDR GOLD TR
-$1.3M
38,973
-13%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
10,318
+25%
减持
XLU
SELECT SECTOR SPDR TR
-$1.2M
17,246
-49%
增持
RTX
RTX CORPORATION
-$1.2M
47,345
+0%
增持
GOOG
ALPHABET INC
+$1.2M
72,645
+5%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
151,902
+19%
增持
SPTI
SPDR SER TR
+$1.2M
574,915
+11%
增持
AMGN
AMGEN INC
+$1.1M
10,412
+37%
增持
TSLA
TESLA INC
+$1.1M
62,904
+12%
减持
AMZN
AMAZON COM INC
-$1.1M
186,072
-2%
减持
MBB
ISHARES TR
-$1.1M
71,678
-10%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
3
+200%
减持
XLP
SELECT SECTOR SPDR TR
-$1.1M
29,944
-29%
建仓
NMFC
NEW MTN FIN CORP
+$1.0M
78,616
增持
NVDA
NVIDIA CORPORATION
+$1.0M
26,630
+7%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$1.0M
38,689
+71%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.0M
55,370
-28%
建仓
TIP
ISHARES TR
+$979.4K
9,442
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$972.3K
96,080
-2%
减持
HYS
PIMCO ETF TR
-$968.2K
42,279
-19%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$963.0K
145,327
+24%
减持
KIE
SPDR SER TR
-$962.1K
10,067
-70%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$961.8K
50,154
+73%
增持
IEFA
ISHARES TR
+$959.8K
1,358,896
+6%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$917.5K
41,405
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$915.8K
0
-100%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$913.3K
46,895
+58%
建仓
TRS
TRIMAS CORP
+$908.8K
36,704
减持
EFAV
ISHARES TR
-$907.1K
65,326
-15%
增持
CSCO
CISCO SYS INC
+$907.0K
74,777
+24%
增持
ABBV
ABBVIE INC
+$871.3K
40,581
+6%
减持
SPG
SIMON PPTY GROUP INC NEW
-$869.2K
2,974
-71%
减持
XLF
SELECT SECTOR SPDR TR
-$850.8K
299,471
-6%
清仓
SCHV
SCHWAB STRATEGIC TR
-$844.2K
0
-100%
减持
IEP
ICAHN ENTERPRISES LP
-$836.1K
73,419
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$781.6K
77,073
-13%
减持
KOMP
SPDR SER TR
-$769.6K
10,606
-60%
增持
LLY
ELI LILLY & CO
+$761.0K
9,558
+3%
增持
PUBM
PUBMATIC INC
-$756.8K
161,193
+9%
减持
SHY
ISHARES TR
-$745.7K
37,458
-20%
减持
ACWI
ISHARES TR
-$745.3K
10,799
-41%
增持
CVX
CHEVRON CORP NEW
+$740.0K
59,100
+1%
减持
SCHG
SCHWAB STRATEGIC TR
-$739.9K
5,655
-63%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$735.4K
4,980
-21%
减持
PEP
PEPSICO INC
-$729.5K
45,802
-0%
增持
MCD
MCDONALDS CORP
-$727.0K
23,889
+2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$726.2K
203,813
-1%
减持
TOTL
SSGA ACTIVE ETF TR
-$722.2K
28,399
-37%
增持
JPM
JPMORGAN CHASE & CO
+$718.3K
60,305
+9%
减持
DFAC
DIMENSIONAL ETF TRUST
-$710.2K
448,365
-2%
增持
BKNG
BOOKING HOLDINGS INC
+$707.6K
662
+34%
建仓
GBF
ISHARES TR
+$701.8K
7,014
清仓
SCHX
SCHWAB STRATEGIC TR
-$690.9K
0
-100%
减持
FTNT
FORTINET INC
-$689.3K
24,574
-13%
减持
BSX
BOSTON SCIENTIFIC CORP
-$662.8K
85,112
-11%
减持
AGG
ISHARES TR
-$661.0K
9,642
-40%
建仓
APO
APOLLO GLOBAL MGMT INC
+$659.1K
7,343
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$648.6K
46,895
-2%
减持
NFLX
NETFLIX INC
-$637.6K
7,743
-4%
减持
PG
PROCTER AND GAMBLE CO
-$629.3K
77,002
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$625.8K
9,089
+55%
建仓
GNTX
GENTEX CORP
+$618.1K
18,996
建仓
URA
GLOBAL X FDS
+$617.5K
22,838
增持
BGB
BLACKSTONE STRATEGIC CRED 20
+$614.7K
247,488
+28%
减持
SBUX
STARBUCKS CORP
-$610.3K
35,450
-9%
建仓
PBA
PEMBINA PIPELINE CORP
+$605.0K
20,126
减持
SFM
SPROUTS FMRS MKT INC
+$601.1K
103,601
-1%
增持
CARR
CARRIER GLOBAL CORPORATION
+$599.4K
36,754
+28%
减持
PCEF
INVESCO EXCH TRADED FD TR II
-$594.6K
93,953
-23%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$593.5K
77,984
-19%
减持
STPZ
PIMCO ETF TR
-$592.4K
5,004
-70%
建仓
KRE
SPDR SER TR
+$589.6K
14,114
增持
MRK
MERCK & CO INC
-$586.5K
48,995
+0%
增持
QQQ
INVESCO QQQ TR
+$568.1K
62,627
+6%
减持
DG
DOLLAR GEN CORP NEW
-$562.8K
3,316
-38%
减持
GPC
GENUINE PARTS CO
-$560.9K
1,785
-63%
建仓
XOP
SPDR SER TR
+$558.6K
3,777
增持
AXON
AXON ENTERPRISE INC
+$539.3K
4,068
+194%
减持
MO
ALTRIA GROUP INC
-$534.4K
79,430
-7%
减持
USFR
WISDOMTREE TR
-$521.4K
177,803
-6%
增持
VBR
VANGUARD INDEX FDS
+$513.6K
37,170
+14%
