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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 101
减持 20
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IUSV
ISHARES TR
+$204.3M
2,342,992
+97851%
减持
SCHD
SCHWAB STRATEGIC TR
-$181.2M
687,292
-78%
增持
MSFT
MICROSOFT CORP
+$39.5M
205,663
+75%
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
IEFA
ISHARES TR
+$37.7M
1,878,109
+32%
增持
IVV
ISHARES TR
+$30.2M
233,717
+24%
增持
IUSG
ISHARES TR
+$26.7M
235,716
+4491%
减持
SPSM
SPDR SER TR
-$24.6M
1,270,319
-31%
增持
AAPL
APPLE INC
+$23.6M
525,291
+39%
增持
SPTI
SPDR SER TR
+$22.8M
5,104,874
+23%
增持
MGV
VANGUARD WORLD FD
+$22.6M
496,940
+55%
增持
MGK
VANGUARD WORLD FD
+$22.0M
195,250
+54%
增持
AMZN
AMAZON COM INC
+$21.7M
225,300
+69%
增持
NVDA
NVIDIA CORPORATION
+$21.1M
31,693
+122%
建仓
DYNF
BLACKROCK ETF TRUST
+$17.6M
404,711
增持
USIG
ISHARES TR
+$16.7M
1,659,004
+29%
增持
VYM
VANGUARD WHITEHALL FDS
+$15.6M
140,810
+1649%
增持
SRLN
SSGA ACTIVE ETF TR
+$15.1M
391,849
+1206%
减持
VOO
VANGUARD INDEX FDS
+$14.4M
585,792
-2%
增持
VB
VANGUARD INDEX FDS
+$12.6M
75,628
+306%
减持
VTV
VANGUARD INDEX FDS
-$11.5M
173,722
-33%
增持
SCHO
SCHWAB STRATEGIC TR
+$11.0M
287,227
+410%
增持
IVE
ISHARES TR
+$11.0M
63,090
+2799%
增持
GOOGL
ALPHABET INC
+$10.8M
137,977
+57%
增持
SPY
SPDR S&P 500 ETF TR
+$10.7M
342,027
+308%
增持
—
EXXON MOBIL CORP
+$10.6M
161,544
+98%
减持
IUS
INVESCO EXCH TRD SLF IDX FD
-$10.5M
249,961
-51%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.1M
736,895
+34%
增持
SPDW
SPDR INDEX SHS FDS
+$10.0M
622,408
+75%
增持
SJNK
SPDR SER TR
+$9.9M
421,786
+1502%
增持
SPTS
SPDR SER TR
+$9.5M
477,986
+225%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$9.1M
63,626
+403%
增持
IVW
ISHARES TR
+$9.1M
209,412
+88%
减持
VXF
VANGUARD INDEX FDS
-$8.9M
58,416
-49%
增持
ARCC
ARES CAPITAL CORP
+$8.9M
446,499
+3252%
增持
GOOG
ALPHABET INC
+$8.9M
92,809
+94%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.7M
73,886
+26%
增持
SHYG
ISHARES TR
+$8.6M
231,995
+750%
增持
VO
VANGUARD INDEX FDS
+$8.5M
46,098
+312%
减持
ESGU
ISHARES TR
-$7.9M
29,730
-72%
增持
SPYG
SPDR SER TR
+$7.8M
645,233
+8%
增持
LLY
ELI LILLY & CO
+$7.0M
13,062
+188%
增持
JPM
JPMORGAN CHASE & CO
+$6.8M
76,071
+69%
增持
PG
PROCTER AND GAMBLE CO
+$6.7M
98,291
+52%
增持
UPS
UNITED PARCEL SERVICE INC
-$6.6M
901,397
+2%
增持
VTI
VANGUARD INDEX FDS
+$6.4M
291,427
+2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$6.0M
75,037
-61%
增持
COST
COSTCO WHSL CORP NEW
+$5.9M
19,038
+53%
增持
BFC
BANK FIRST CORP
+$5.8M
79,105
+1267%
增持
V
VISA INC
+$5.8M
43,126
+94%
增持
XLF
SELECT SECTOR SPDR TR
+$5.8M
317,916
+69%
建仓
SGOL
ABRDN GOLD ETF TRUST
+$5.7M
260,286
建仓
HEFA
ISHARES TR
+$5.7M
163,666
减持
OEF
ISHARES TR
-$5.5M
11,313
-70%
增持
BND
VANGUARD BD INDEX FDS
+$5.5M
203,751
+66%
增持
META
META PLATFORMS INC
+$5.5M
38,060
+15%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$5.4M
275,754
+85%
增持
XLE
SELECT SECTOR SPDR TR
+$5.3M
115,336
+80%
增持
CVX
CHEVRON CORP NEW
+$5.2M
71,966
+70%
增持
CPRT
COPART INC
+$5.1M
98,530
+1355%
增持
XLK
SELECT SECTOR SPDR TR
+$5.1M
51,439
+86%
增持
IUSB
ISHARES TR
+$5.0M
420,224
+40%
建仓
GBDC
GOLUB CAP BDC INC
+$5.0M
295,706
增持
XLC
SELECT SECTOR SPDR TR
+$5.0M
115,059
+96%
增持
MA
MASTERCARD INCORPORATED
+$4.9M
19,197
+126%
增持
GLD
SPDR GOLD TR
+$4.9M
32,622
+200%
减持
TSLA
TESLA INC
-$4.8M
50,567
-10%
增持
HD
HOME DEPOT INC
+$4.6M
37,795
+57%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.5M
216,475
+61%
建仓
QEFA
SPDR INDEX SHS FDS
+$4.5M
59,221
增持
—
EATON CORP PLC
+$4.4M
18,776
+186%
建仓
CROX
CROCS INC
+$4.4M
35,523
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$4.4M
0
-100%
增持
AVGO
BROADCOM INC
+$4.3M
6,142
+95%
建仓
VFH
VANGUARD WORLD FD
+$4.3M
43,363
增持
EMXC
ISHARES INC
+$4.3M
128,337
+126%
建仓
VOX
VANGUARD WORLD FD
+$4.2M
32,570
清仓
GCC
WISDOMTREE TR
-$4.2M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$4.0M
152,561
+53%
增持
VHT
VANGUARD WORLD FD
+$3.9M
17,292
+684%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.9M
25,198
+564%
减持
EFV
ISHARES TR
-$3.8M
212,760
-28%
增持
PEP
PEPSICO INC
+$3.7M
54,200
+59%
减持
LQD
ISHARES TR
-$3.7M
7,662
-81%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$3.6M
71,403
建仓
XCEM
COLUMBIA ETF TR II
+$3.6M
115,633
增持
CAT
CATERPILLAR INC
+$3.5M
13,654
+252%
增持
COWZ
PACER FDS TR
+$3.4M
80,339
+327%
增持
MINT
PIMCO ETF TR
+$3.4M
466,054
+7%
建仓
NMFC
NEW MTN FIN CORP
+$3.3M
259,520
增持
ABBV
ABBVIE INC
+$3.3M
44,289
+72%
增持
QQQ
INVESCO QQQ TR
+$3.2M
81,643
+3%
增持
WMT
WALMART INC
+$3.2M
102,064
+458%
增持
JNJ
JOHNSON & JOHNSON
+$3.2M
94,989
+36%
建仓
DTD
WISDOMTREE TR
+$3.1M
45,942
建仓
SMH
VANECK ETF TRUST
+$3.1M
14,402
减持
VUG
VANGUARD INDEX FDS
+$3.1M
643,518
-7%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$3.1M
55,722
清仓
TFLO
ISHARES TR
-$3.0M
0
-100%
增持
AMGN
AMGEN INC
+$3.0M
18,153
+97%
增持
NFLX
NETFLIX INC
+$3.0M
9,704
+80%
增持
LOW
LOWES COS INC
+$3.0M
20,948
+146%
增持
—
LINDE PLC
+$3.0M
8,723
+381%
增持
AMAT
APPLIED MATLS INC
+$2.9M
24,592
+88%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.9M
134,398
+1318%
清仓
PUBM
PUBMATIC INC
-$2.9M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.9M
8,517
+124%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.9M
1,012,357
-4%
增持
NIC
NICOLET BANKSHARES INC
+$2.8M
38,851
+1066%
增持
GE
GENERAL ELECTRIC CO
+$2.8M
23,934
+173%
增持
HYS
PIMCO ETF TR
+$2.8M
37,373
+429%
增持
IYW
ISHARES TR
+$2.8M
78,380
+27%
增持
IHF
ISHARES TR
+$2.7M
64,283
+2487%
增持
WFC
WELLS FARGO CO NEW
+$2.6M
80,560
+80%
增持
VTEB
VANGUARD MUN BD FDS
+$2.6M
72,887
+258%
减持
USMV
ISHARES TR
-$2.6M
81,063
-31%
增持
MRK
MERCK & CO INC
+$2.6M
52,450
+40%
增持
WELL
WELLTOWER INC
+$2.5M
29,823
+737%
增持
KO
COCA COLA CO
+$2.4M
107,673
+49%
建仓
VCR
VANGUARD WORLD FD
+$2.4M
7,771
建仓
SIVR
ABRDN SILVER ETF TRUST
+$2.4M
93,563
增持
XLY
SELECT SECTOR SPDR TR
+$2.3M
21,435
+158%
建仓
IBB
ISHARES TR
+$2.3M
17,470
增持
CRM
SALESFORCE INC
+$2.3M
15,821
+107%
减持
SPYM
SPDR SER TR
+$2.3M
613,607
-1%
增持
DE
DEERE & CO
+$2.3M
8,407
+201%
增持
QCOM
QUALCOMM INC
+$2.2M
20,633
+105%
增持
PTF
INVESCO EXCHANGE TRADED FD T
+$2.2M
178,139
+18%
增持
ABT
ABBOTT LABS
+$2.2M
46,228
+90%
增持
SPSB
SPDR SER TR
+$2.2M
189,034
+66%
增持
ORCL
ORACLE CORP
+$2.2M
32,621
+113%
增持
UNP
UNION PAC CORP
+$2.2M
18,597
+98%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
25,180
+123%
清仓
FTXL
FIRST TR EXCHANGE-TRADED FD
-$2.1M
0
-100%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$2.1M
135,344
建仓
BINC
BLACKROCK ETF TRUST II
+$2.1M
40,497
减持
XME
SPDR SER TR
-$2.1M
19,545
-64%
增持
TXN
TEXAS INSTRS INC
+$2.1M
28,579
+61%
增持
LMT
LOCKHEED MARTIN CORP
+$2.1M
10,894
+67%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$2.1M
0
-100%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.1M
101,415
+10%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$2.0M
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$2.0M
822
+224%
建仓
SOXX
ISHARES TR
+$2.0M
9,427
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.0M
30,827
+124%
建仓
IHE
ISHARES TR
+$2.0M
31,191
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.0M
1,217
-90%
增持
USHY
ISHARES TR
+$2.0M
69,394
+353%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.9M
1,559
-88%
建仓
DUOL
DUOLINGO INC
+$1.9M
8,018
减持
SCHW
SCHWAB CHARLES CORP
-$1.9M
13,644
-68%
