小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 17
增持 46
减持 75
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SPTI
SPDR SER TR
+$103.0M
4,160,010
+624%
减持
BIV
VANGUARD BD INDEX FDS
-$66.9M
48,662
-95%
增持
USIG
ISHARES TR
+$60.5M
1,288,994
+1006%
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
VGSH
VANGUARD SCOTTSDALE FDS
-$48.8M
1,051,105
-45%
增持
MINT
PIMCO ETF TR
+$42.5M
434,272
+5116%
增持
VUG
VANGUARD INDEX FDS
+$29.2M
691,787
+1%
增持
IVV
ISHARES TR
+$18.8M
188,110
+14%
减持
VOO
VANGUARD INDEX FDS
+$16.3M
597,315
-4%
建仓
KORP
AMERICAN CENTY ETF TR
+$15.8M
338,918
增持
VTV
VANGUARD INDEX FDS
+$15.1M
260,173
+51%
减持
SRLN
SSGA ACTIVE ETF TR
-$14.5M
30,013
-92%
增持
SPYG
SPDR SER TR
+$14.2M
596,707
+43%
减持
SCHD
SCHWAB STRATEGIC TR
+$13.0M
3,083,535
-2%
增持
IEFA
ISHARES TR
+$12.6M
1,422,255
+5%
增持
MGK
VANGUARD WORLD FD
+$11.1M
126,973
+32%
增持
SPSM
SPDR SER TR
+$10.2M
1,839,307
+1%
减持
SJNK
SPDR SER TR
-$10.0M
26,336
-94%
增持
MGV
VANGUARD WORLD FD
+$10.0M
319,622
+30%
增持
QQQ
INVESCO QQQ TR
+$9.9M
78,911
+26%
增持
VTI
VANGUARD INDEX FDS
+$9.6M
284,591
+4%
减持
SHYG
ISHARES TR
-$8.7M
27,284
-89%
增持
VXF
VANGUARD INDEX FDS
+$8.6M
114,227
+61%
减持
ARCC
ARES CAPITAL CORP
-$8.6M
13,321
-97%
建仓
AVEM
AMERICAN CENTY ETF TR
+$7.0M
123,943
减持
AAPL
APPLE INC
-$6.4M
377,992
-18%
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$6.4M
135,755
增持
OEF
ISHARES TR
+$6.2M
37,187
+261%
减持
—
EXXON MOBIL CORP
-$5.8M
81,626
-31%
建仓
AVUV
AMERICAN CENTY ETF TR
+$5.5M
60,880
增持
SPYV
SPDR SER TR
+$5.3M
481,340
+16%
减持
MSFT
MICROSOFT CORP
-$5.3M
117,287
-25%
减持
SLYV
SPDR SER TR
-$5.0M
7,485
-90%
减持
IUSB
ISHARES TR
-$4.9M
300,285
-30%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.8M
551,974
+12%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$4.8M
102,322
减持
GLD
SPDR GOLD TR
-$4.6M
10,887
-72%
清仓
QEFA
SPDR INDEX SHS FDS
-$4.6M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$4.5M
14,254
-46%
清仓
GBDC
GOLUB CAP BDC INC
-$4.3M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$4.2M
355,218
+39%
增持
IEMG
ISHARES INC
+$4.1M
477,701
+13%
增持
GCC
WISDOMTREE TR
+$3.8M
247,895
+949%
减持
CVX
CHEVRON CORP NEW
-$3.7M
42,300
-28%
建仓
SCHR
SCHWAB STRATEGIC TR
+$3.6M
72,742
减持
DVN
DEVON ENERGY CORP NEW
-$3.5M
8,445
-99%
清仓
VFH
VANGUARD WORLD FDS
-$3.4M
0
-100%
清仓
VOX
VANGUARD WORLD FDS
-$3.4M
0
-100%
减持
AMZN
AMAZON COM INC
-$3.4M
133,496
-28%
增持
QUAL
ISHARES TR
+$3.2M
164,047
+3%
减持
HYS
PIMCO ETF TR
-$3.2M
7,064
-83%
减持
EFG
ISHARES TR
-$3.1M
101,811
-32%
建仓
EMXC
ISHARES INC
+$3.1M
56,782
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$3.0M
508,228
+7%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$3.0M
15,025
-68%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$3.0M
31,027
-74%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$2.9M
9,477
-93%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
123,095
+39%
减持
XLF
SELECT SECTOR SPDR TR
-$2.8M
188,584
-37%
减持
GOOG
ALPHABET INC
-$2.8M
47,885
-34%
减持
GOOGL
ALPHABET INC
-$2.8M
87,960
-24%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.7M
4,049
-92%
减持
XLK
SELECT SECTOR SPDR TR
-$2.7M
27,650
-43%
减持
SPYM
SPDR SER TR
+$2.7M
619,024
-3%
减持
LLY
ELI LILLY & CO
-$2.5M
4,534
-53%
建仓
SPBO
SPDR SER TR
+$2.5M
84,405
减持
—
LINDE PLC
-$2.4M
1,812
-79%
减持
IJH
ISHARES TR
-$2.4M
8,132
-57%
建仓
EQWL
INVESCO EXCHANGE TRADED FD T
+$2.4M
27,453
建仓
PFFD
GLOBAL X FDS
+$2.4M
123,896
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$2.3M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
69,999
-18%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.2M
11,979
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.2M
66,859
-75%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.1M
58,653
-11%
清仓
VCR
VANGUARD WORLD FDS
-$2.1M
0
-100%
减持
ABBV
ABBVIE INC
-$2.1M
25,767
-37%
增持
VB
VANGUARD INDEX FDS
+$2.0M
18,609
+83%
增持
VO
VANGUARD INDEX FDS
+$2.0M
11,185
+316%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$2.0M
185,149
增持
VBR
VANGUARD INDEX FDS
+$2.0M
44,240
+19%
增持
USFR
WISDOMTREE TR
+$2.0M
217,867
+23%
增持
SPEM
SPDR INDEX SHS FDS
+$2.0M
206,317
+30%
减持
PEP
PEPSICO INC
-$2.0M
34,139
-25%
清仓
EIM
EATON VANCE MUN BD FD
-$2.0M
0
-100%
减持
USHY
ISHARES TR
-$1.9M
15,320
-79%
减持
CAT
CATERPILLAR INC
-$1.9M
3,875
-66%
建仓
IXC
ISHARES TR
+$1.9M
49,291
减持
XLY
SELECT SECTOR SPDR TR
-$1.9M
8,322
-61%
建仓
SHV
ISHARES TR
+$1.9M
16,866
减持
WMT
WALMART INC
-$1.8M
18,285
-38%
清仓
IHE
ISHARES TR
-$1.8M
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$1.8M
53,729
+18%
增持
TGT
TARGET CORP
+$1.8M
41,207
+12%
减持
FLRN
SPDR SER TR
-$1.8M
10,968
-84%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.8M
95,719
-0%
减持
PG
PROCTER AND GAMBLE CO
-$1.8M
64,540
-16%
减持
TSLA
TESLA INC
-$1.8M
56,251
-11%
清仓
SMH
VANECK ETF TRUST
-$1.8M
0
-100%
增持
DBEF
DBX ETF TR
+$1.8M
66,242
+231%
减持
V
VISA INC
-$1.7M
22,180
-32%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$1.7M
0
-100%
减持
META
META PLATFORMS INC
+$1.7M
33,120
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
34,975
+463%
减持
SPIB
SPDR SER TR
-$1.6M
142,499
-29%
清仓
KNG
FIRST TR EXCHANGE-TRADED FD
-$1.6M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$1.6M
8,481
-36%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.6M
20,024
-56%
减持
DE
DEERE & CO
-$1.6M
2,793
-61%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.6M
4,190
-84%
减持
TFLO
ISHARES TR
-$1.6M
59,752
-34%
增持
IYW
ISHARES TR
+$1.5M
61,611
+7%
减持
VAW
VANGUARD WORLD FDS
-$1.5M
1,299
-87%
增持
VOT
VANGUARD INDEX FDS
+$1.5M
32,184
+13%
增持
IVW
ISHARES TR
+$1.5M
111,572
+11%
减持
IHF
ISHARES TR
-$1.5M
2,485
-71%
增持
MBB
ISHARES TR
+$1.5M
83,264
+16%
减持
HYD
VANECK ETF TRUST
-$1.5M
6,960
-81%
增持
FAST
FASTENAL CO
+$1.5M
86,059
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
69,098
+93%
清仓
IYG
ISHARES TR
-$1.4M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.4M
3,794
-43%
减持
DHR
DANAHER CORPORATION
-$1.3M
1,726
-75%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$1.3M
151,213
+6%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$1.3M
418,124
+2%
增持
BAC
BANK AMERICA CORP
+$1.3M
106,096
+28%
减持
—
BLACKROCK INC
+$1.3M
8,039
-1%
减持
XLI
SELECT SECTOR SPDR TR
-$1.3M
43,894
-29%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.3M
19,756
-64%
减持
USMV
ISHARES TR
-$1.3M
117,534
-18%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.3M
33,962
+9%
减持
UNP
UNION PAC CORP
-$1.2M
9,405
-46%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.2M
13,733
增持
ESGU
ISHARES TR
+$1.2M
107,497
+0%
减持
AVGO
BROADCOM INC
-$1.2M
3,147
-44%
减持
XLP
SELECT SECTOR SPDR TR
-$1.2M
12,369
-59%
减持
BKNG
BOOKING HOLDINGS INC
-$1.1M
254
-62%
减持
INTU
INTUIT
-$1.1M
881
-73%
减持
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
440,449
-2%
减持
RY
ROYAL BK CDA
-$1.1M
9,326
-61%
减持
ADBE
ADOBE INC
-$1.1M
4,356
-40%
增持
JMBS
JANUS DETROIT STR TR
+$1.1M
228,574
+6%
增持
SHY
ISHARES TR
+$1.1M
50,446
+35%
减持
XLB
SELECT SECTOR SPDR TR
-$1.1M
6,209
-70%
减持
PFE
PFIZER INC
-$1.1M
76,038
-23%
减持
GE
GENERAL ELECTRIC CO
-$1.1M
8,752
-56%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
45,094
-25%
增持
TLH
ISHARES TR
+$1.1M
12,079
+407%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.1M
51,734
-1%
建仓
STOT
SSGA ACTIVE TR
+$1.1M
22,844
建仓
DLN
WISDOMTREE TR
+$1.1M
16,114
