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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 12
增持 94
减持 41
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MBB
ISHARES TR
+$73.8M
887,094
+946%
建仓
AVDV
AMERICAN CENTY ETF TR
+$57.2M
881,347
增持
IUSG
ISHARES TR
+$27.6M
430,018
+82%
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
IUSV
ISHARES TR
+$24.9M
2,602,902
+11%
减持
MINT
PIMCO ETF TR
-$19.8M
267,816
-43%
减持
SCHD
SCHWAB STRATEGIC TR
-$18.3M
453,430
-34%
减持
VUG
VANGUARD INDEX FDS
+$16.6M
627,764
-2%
减持
USIG
ISHARES TR
-$15.9M
1,331,873
-20%
增持
AAPL
APPLE INC
+$15.2M
529,368
+1%
增持
NVDA
NVIDIA CORPORATION
+$14.7M
347,130
+995%
减持
VOO
VANGUARD INDEX FDS
+$12.5M
575,375
-2%
增持
MGK
VANGUARD WORLD FD
+$11.7M
212,090
+9%
减持
SPTI
SPDR SER TR
-$11.1M
4,657,122
-9%
减持
UPS
UNITED PARCEL SERVICE INC
-$10.7M
886,531
-2%
增持
IVW
ISHARES TR
+$10.5M
301,834
+44%
增持
SPTS
SPDR SER TR
+$9.0M
789,081
+65%
增持
IVV
ISHARES TR
+$8.7M
235,413
+1%
减持
MSFT
MICROSOFT CORP
+$6.7M
202,178
-2%
增持
AVGO
BROADCOM INC
+$6.0M
8,621
+40%
增持
EFG
ISHARES TR
+$5.6M
159,944
+50%
减持
SCHO
SCHWAB STRATEGIC TR
-$5.4M
172,801
-40%
增持
GOOG
ALPHABET INC
+$5.4M
114,772
+24%
减持
SPYG
SPDR SER TR
+$4.9M
643,247
-0%
增持
LLY
ELI LILLY & CO
+$4.5M
15,615
+20%
增持
QQQ
INVESCO QQQ TR
+$4.5M
83,661
+2%
清仓
QEFA
SPDR INDEX SHS FDS
-$4.5M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$4.3M
292,253
+0%
建仓
GCC
WISDOMTREE TR
+$4.1M
214,798
增持
MGV
VANGUARD WORLD FD
+$4.0M
519,548
+5%
减持
EFV
ISHARES TR
-$4.0M
143,441
-33%
增持
IEMG
ISHARES INC
+$3.9M
525,867
+16%
增持
USFR
WISDOMTREE TR
+$3.6M
294,659
+32%
增持
META
META PLATFORMS INC
+$3.3M
40,568
+7%
减持
IXC
ISHARES TR
-$3.0M
9,027
-88%
增持
GOOGL
ALPHABET INC
+$2.7M
141,462
+3%
减持
BND
VANGUARD BD INDEX FDS
-$2.6M
165,167
-19%
增持
SPYM
SPDR SER TR
+$2.5M
616,261
+0%
增持
AMZN
AMAZON COM INC
+$2.3M
229,211
+2%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.2M
53,185
+3%
减持
SPSM
SPDR SER TR
-$2.2M
1,223,104
-4%
增持
QUAL
ISHARES TR
+$2.2M
162,500
+1%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$2.2M
42,709
-52%
增持
IEFA
ISHARES TR
+$2.1M
1,926,287
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$2.1M
82,066
+8%
减持
COST
COSTCO WHSL CORP NEW
+$1.9M
18,922
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.9M
40,082
+19078%
清仓
STIP
ISHARES TR
-$1.8M
0
-100%
增持
IYW
ISHARES TR
+$1.8M
80,992
+3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.8M
311,602
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
77,140
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.7M
179,325
+25%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.6M
2,919
+104%
增持
DYNF
BLACKROCK ETF TRUST
+$1.6M
408,251
+1%
减持
SHY
ISHARES TR
-$1.6M
8,943
-68%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
340,829
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
10,793
+36%
减持
HEFA
ISHARES TR
-$1.4M
121,007
-26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
765,819
+4%
增持
T
AT&T INC
+$1.3M
252,168
+20%
增持
CL
COLGATE PALMOLIVE CO
+$1.3M
24,412
+108%
增持
TXN
TEXAS INSTRS INC
+$1.3M
32,842
+15%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.3M
344,901
-14%
增持
IHE
ISHARES TR
+$1.2M
48,521
+56%
增持
ORCL
ORACLE CORP
+$1.2M
35,137
+8%
增持
VTEB
VANGUARD MUN BD FDS
+$1.2M
95,865
+32%
增持
HD
HOME DEPOT INC
+$1.1M
40,951
+8%
减持
PTF
INVESCO EXCHANGE TRADED FD T
+$1.1M
176,635
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$1.1M
50,765
-1%
建仓
PAYC
PAYCOM SOFTWARE INC
+$1.1M
7,439
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.1M
69,459
-36%
减持
VOT
VANGUARD INDEX FDS
-$1.1M
27,396
-15%
增持
NFLX
NETFLIX INC
+$1.0M
9,885
+2%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
74,371
+11%
建仓
PHM
PULTE GROUP INC
+$989.5K
8,988
增持
SBUX
STARBUCKS CORP
+$986.0K
67,146
+16%
增持
HON
HONEYWELL INTL INC
+$971.0K
39,273
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$942.5K
230,541
+6%
增持
SPDW
SPDR INDEX SHS FDS
+$908.7K
654,522
+5%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$902.4K
3,480
增持
PSA
PUBLIC STORAGE OPER CO
+$900.9K
7,477
+59%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$889.6K
19,902
-49%
增持
AMAT
APPLIED MATLS INC
+$885.3K
25,019
+2%
增持
CSCO
CISCO SYS INC
+$878.4K
107,304
+20%
增持
WMT
WALMART INC
+$875.3K
103,098
+1%
增持
SCCO
SOUTHERN COPPER CORP
+$866.5K
10,064
+433%
建仓
WSM
WILLIAMS SONOMA INC
+$865.8K
3,066
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$839.7K
38,637
+26%
减持
TQQQ
PROSHARES TR
-$838.2K
4,032
-80%
减持
MCD
MCDONALDS CORP
-$837.9K
23,671
-7%
增持
—
CHECK POINT SOFTWARE TECH LT
+$833.5K
39,479
+5%
增持
CROX
CROCS INC
+$820.8K
35,875
+1%
增持
SMH
VANECK ETF TRUST
+$807.6K
15,126
+5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$803.5K
26,984
+7%
建仓
—
GARMIN LTD
+$795.4K
4,882
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$790.7K
85,886
+70%
增持
SPGI
S&P GLOBAL INC
+$762.9K
18,471
+5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$755.7K
994,960
-2%
增持
ABBV
ABBVIE INC
+$753.7K
46,688
+5%
增持
IVE
ISHARES TR
+$751.9K
66,635
+6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$745.6K
105,619
+4%
增持
PAYX
PAYCHEX INC
+$701.9K
15,947
+61%
增持
MA
MASTERCARD INCORPORATED
+$699.4K
20,888
+9%
增持
TROW
PRICE T ROWE GROUP INC
+$687.8K
9,355
+167%
增持
KMI
KINDER MORGAN INC DEL
+$678.5K
46,532
+251%
增持
SPSB
SPDR SER TR
+$676.4K
211,362
+12%
增持
ADBE
ADOBE INC
+$667.2K
8,984
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$660.5K
65,289
+3%
增持
XLC
SELECT SECTOR SPDR TR
+$657.8K
115,418
+0%
建仓
—
VIKING HOLDINGS LTD
+$639.1K
18,830
增持
DGRW
WISDOMTREE TR
+$620.7K
113,845
+2%
增持
TJX
TJX COS INC NEW
+$619.0K
37,685
+2%
增持
KORP
AMERICAN CENTY ETF TR
+$616.6K
393,300
+3%
减持
SFM
SPROUTS FMRS MKT INC
+$615.6K
64,610
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$608.5K
144,196
+2%
建仓
EXE
CHESAPEAKE ENERGY CORP
+$607.0K
7,385
减持
SPBO
SPDR SER TR
-$603.6K
55,549
-28%
减持
DGX
QUEST DIAGNOSTICS INC
-$598.1K
2,060
-68%
增持
BKNG
BOOKING HOLDINGS INC
+$597.6K
893
+9%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$588.0K
1,846
减持
MDLZ
MONDELEZ INTL INC
-$583.6K
64,506
-6%
减持
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$570.6K
68,954
-12%
增持
DHR
DANAHER CORPORATION
+$554.3K
9,597
+29%
建仓
DPZ
DOMINOS PIZZA INC
+$553.9K
1,073
减持
KO
COCA COLA CO
-$543.7K
96,626
-10%
增持
VGT
VANGUARD WORLD FD
+$542.8K
6,658
+3%
增持
VB
VANGUARD INDEX FDS
+$535.0K
78,325
+4%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$533.0K
162,313
-11%
减持
TSLA
TESLA INC
+$527.2K
48,966
-3%
增持
VTV
VANGUARD INDEX FDS
+$522.5K
174,109
+0%
增持
SOXX
ISHARES TR
+$522.2K
10,380
+10%
增持
NTAP
NETAPP INC
+$520.8K
13,703
+15%
增持
MCK
MCKESSON CORP
+$518.9K
5,131
+9%
增持
VHT
VANGUARD WORLD FD
+$513.2K
18,703
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$507.7K
12,412
+5%
减持
SCHR
SCHWAB STRATEGIC TR
-$507.2K
31,033
-26%
建仓
SGI
TEMPUR SEALY INTL INC
+$505.6K
10,680
增持
VZ
VERIZON COMMUNICATIONS INC
+$502.8K
98,083
+8%
增持
—
BLACKROCK INC
+$497.6K
10,409
+3%
减持
LOW
LOWES COS INC
-$489.4K
19,837
-5%
减持
DIS
DISNEY WALT CO
-$483.1K
27,038
-3%
增持
LNG
CHENIERE ENERGY INC
+$480.1K
5,305
+87%
增持
DBEF
DBX ETF TR
+$460.5K
81,549
+14%
减持
DFAC
DIMENSIONAL ETF TRUST
+$454.9K
422,784
-0%
增持
SPAB
SPDR SER TR
+$453.1K
73,079
+31%
减持
EDV
VANGUARD WORLD FD
-$450.3K
8,424
-44%
增持
JMBS
JANUS DETROIT STR TR
+$449.8K
264,639
+3%
增持
GE
GE AEROSPACE
+$440.2K
27,477
+15%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$434.2K
37,783
+23%
增持
PEP
PEPSICO INC
-$432.4K
55,266
+2%
清仓
IGSB
ISHARES TR
-$431.2K
0
-100%
