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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 11
增持 56
减持 78
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPTS
SPDR SER TR
+$36.7M
2,023,146
+156%
减持
VUG
VANGUARD INDEX FDS
-$31.2M
530,163
-16%
减持
VOO
VANGUARD INDEX FDS
-$28.7M
491,002
-15%
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
IVV
ISHARES TR
-$27.0M
176,510
-25%
增持
VTI
VANGUARD INDEX FDS
+$21.3M
351,340
+20%
减持
IVW
ISHARES TR
-$13.9M
146,764
-51%
减持
MSFT
MICROSOFT CORP
-$12.7M
180,464
-11%
减持
DYNF
BLACKROCK ETF TRUST
-$9.8M
189,281
-54%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$9.6M
409,835
+152%
增持
IUSG
ISHARES TR
+$9.1M
484,371
+13%
减持
EFG
ISHARES TR
-$8.1M
76,983
-52%
减持
QUAL
ISHARES TR
-$8.1M
109,851
-32%
增持
FTNT
FORTINET INC
+$8.0M
124,297
+367%
增持
MGV
VANGUARD WORLD FD
+$7.8M
540,355
+4%
增持
VV
VANGUARD INDEX FDS
+$6.9M
28,341
+1060%
减持
SCHZ
SCHWAB STRATEGIC TR
-$6.7M
31,531
-82%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.5M
937,156
+6%
增持
BND
VANGUARD BD INDEX FDS
+$6.3M
241,794
+46%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$6.0M
875,229
-12%
减持
AMZN
AMAZON COM INC
-$6.0M
205,691
-10%
减持
GOOGL
ALPHABET INC
-$5.9M
119,733
-15%
减持
IYW
ISHARES TR
-$5.7M
43,092
-47%
减持
IVE
ISHARES TR
-$5.5M
33,414
-50%
减持
AAPL
APPLE INC
+$5.5M
502,291
-5%
增持
SPYM
SPDR SER TR
+$5.3M
662,575
+8%
增持
IJR
ISHARES TR
+$5.2M
101,886
+61%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.0M
812,163
+6%
减持
SPTI
SPDR SER TR
-$5.0M
4,318,176
-7%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$4.7M
178,313
+726%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$4.7M
181,237
减持
IUSB
ISHARES TR
-$4.7M
291,617
-28%
建仓
MDYV
SPDR SER TR
+$4.6M
58,302
建仓
PCTY
PAYLOCITY HLDG CORP
+$4.2M
25,618
增持
MUB
ISHARES TR
+$4.2M
49,028
+361%
减持
USFR
WISDOMTREE TR
-$4.1M
214,003
-27%
清仓
GCC
WISDOMTREE TR
-$4.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
76,916
-0%
减持
HEFA
ISHARES TR
-$4.0M
8,188
-93%
增持
PSR
INVESCO ACTIVELY MANAGED EXC
+$3.7M
40,655
+1058%
减持
GOOG
ALPHABET INC
-$3.7M
103,890
-9%
建仓
QEFA
SPDR INDEX SHS FDS
+$3.6M
45,094
增持
MGK
VANGUARD WORLD FD
+$3.6M
218,106
+3%
建仓
FNDE
SCHWAB STRATEGIC TR
+$3.5M
109,957
减持
—
CHECK POINT SOFTWARE TECH LT
-$3.5M
15,434
-61%
减持
IUSV
ISHARES TR
-$3.4M
2,366,598
-9%
建仓
HMOP
HARTFORD FDS EXCHANGE TRADED
+$3.4M
85,437
减持
VTV
VANGUARD INDEX FDS
-$3.2M
141,463
-19%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.2M
379,030
-16%
减持
NVDA
NVIDIA CORPORATION
-$3.2M
336,239
-3%
增持
EWX
SPDR INDEX SHS FDS
+$3.2M
70,738
+239%
建仓
SLYG
SPDR SER TR
+$3.1M
33,761
增持
AVGO
BROADCOM INC
-$3.1M
62,055
+620%
增持
PYPL
PAYPAL HLDGS INC
+$3.0M
107,277
+15%
建仓
HTRB
HARTFORD FDS EXCHANGE TRADED
+$3.0M
84,584
增持
AFL
AFLAC INC
+$2.7M
39,522
+102%
减持
MBB
ISHARES TR
-$2.6M
822,994
-7%
增持
MDYG
SPDR SER TR
+$2.6M
37,022
+364%
减持
SPYG
SPDR SER TR
-$2.5M
591,317
-8%
减持
EMXC
ISHARES INC
-$2.4M
88,500
-33%
增持
IWR
ISHARES TR
+$2.4M
30,702
+646%
减持
MINT
PIMCO ETF TR
-$2.2M
245,902
-8%
减持
JPM
JPMORGAN CHASE & CO.
-$2.2M
68,365
-17%
减持
AMAT
APPLIED MATLS INC
-$2.2M
18,512
-26%
增持
BFC
BANK FIRST CORP
+$2.1M
95,290
+20%
增持
IJH
ISHARES TR
+$2.1M
81,205
+60%
减持
SPSM
SPDR SER TR
-$2.1M
1,071,081
-12%
增持
VEEV
VEEVA SYS INC
+$2.0M
36,123
+19%
减持
IEFA
ISHARES TR
-$2.0M
1,766,915
-8%
增持
—
EATON CORP PLC
+$2.0M
24,801
+25%
增持
SGOL
ETFS GOLD TR
+$2.0M
310,400
+18%
减持
COST
COSTCO WHSL CORP NEW
-$2.0M
15,930
-16%
增持
VO
VANGUARD INDEX FDS
+$1.9M
50,606
+7%
建仓
SOXL
DIREXION SHS ETF TR
+$1.9M
51,500
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.9M
46,813
+15%
增持
GOVT
ISHARES TR
+$1.9M
99,321
+388%
减持
CVX
CHEVRON CORP NEW
-$1.9M
68,254
-10%
减持
ITOT
ISHARES TR
-$1.7M
26,015
-38%
减持
HD
HOME DEPOT INC
+$1.7M
38,985
-5%
减持
ADBE
ADOBE INC
-$1.7M
6,374
-29%
增持
WMT
WALMART INC
+$1.7M
107,150
+4%
减持
TLT
ISHARES TR
-$1.7M
21,766
-47%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.7M
1,236
-58%
增持
VTEB
VANGUARD MUN BD FDS
+$1.6M
125,371
+31%
增持
DGRO
ISHARES TR
+$1.6M
114,854
+18%
减持
—
BLACKROCK INC
+$1.6M
10,290
-1%
减持
SFM
SPROUTS FMRS MKT INC
+$1.5M
62,858
-3%
建仓
IDCC
INTERDIGITAL INC
+$1.5M
10,818
减持
USIG
ISHARES TR
-$1.5M
1,242,834
-7%
减持
LLY
ELI LILLY & CO
-$1.5M
14,244
-9%
增持
VBR
VANGUARD INDEX FDS
+$1.5M
50,970
+7%
增持
IMCG
ISHARES TR
+$1.5M
43,175
+78%
减持
IFRA
ISHARES TR
-$1.5M
25,363
-60%
减持
VXF
VANGUARD INDEX FDS
-$1.5M
44,277
-22%
减持
SPDW
SPDR INDEX SHS FDS
-$1.5M
572,111
-13%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.5M
246,198
+7%
增持
ABBV
ABBVIE INC
+$1.4M
47,851
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$1.4M
339,496
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$1.4M
316,162
+1%
减持
META
META PLATFORMS INC
+$1.4M
38,185
-6%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.4M
328,965
+6%
减持
—
AON PLC
-$1.4M
1,417
-78%
增持
VOE
VANGUARD INDEX FDS
+$1.3M
62,048
+3%
增持
CAT
CATERPILLAR INC
+$1.3M
15,441
+9%
增持
EFV
ISHARES TR
+$1.3M
155,373
+8%
减持
—
LAM RESEARCH CORP
-$1.3M
1,354
-40%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.3M
4,678
+176%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
8,587
-31%
减持
AGG
ISHARES TR
-$1.3M
16,930
-45%
增持
QQQ
INVESCO QQQ TR
+$1.3M
84,768
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.3M
113,801
-3%
减持
SBUX
STARBUCKS CORP
+$1.2M
66,263
-1%
减持
AMGN
AMGEN INC
-$1.2M
14,196
-24%
减持
TXN
TEXAS INSTRS INC
-$1.2M
25,000
-24%
增持
—
EXXON MOBIL CORP
+$1.2M
169,433
+5%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.2M
91,635
-1%
减持
IEMG
ISHARES INC
-$1.2M
469,493
-11%
增持
O
REALTY INCOME CORP
+$1.2M
25,237
+215%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.2M
826,482
-6%
增持
SYY
SYSCO CORP
+$1.1M
24,764
+125%
增持
GLD
SPDR GOLD TR
+$1.1M
33,398
+3%
增持
RTX
RTX CORPORATION
+$1.1M
54,006
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.1M
192,581
+11%
增持
VBK
VANGUARD INDEX FDS
+$1.1M
29,514
+9%
减持
SPGI
S&P GLOBAL INC
+$1.1M
18,088
-2%
减持
MRK
MERCK & CO INC
-$1.1M
50,037
-9%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.1M
21,006
-22%
建仓
POOL
POOL CORP
+$1.1M
2,918
清仓
SCCO
SOUTHERN COPPER CORP
-$1.1M
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$1.1M
0
-100%
减持
TIP
ISHARES TR
-$1.1M
1,901
-84%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$1.1M
37,758
-32%
清仓
SEIC
SEI INVTS CO
-$1.1M
0
-100%
减持
IUS
INVESCO EXCH TRD SLF IDX FD
-$1.0M
215,822
-14%
减持
IHE
ISHARES TR
-$1.0M
31,191
-36%
减持
CSCO
CISCO SYS INC
-$1.0M
76,720
-29%
减持
DGRW
WISDOMTREE TR
-$1.0M
94,693
-17%
增持
FAST
FASTENAL CO
+$1.0M
116,774
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$1.0M
56,828
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$984.8K
154,107
+3%
减持
V
VISA INC
-$967.2K
39,485
-12%
减持
NFLX
NETFLIX INC
-$966.5K
8,043
-19%
增持
DFAC
DIMENSIONAL ETF TRUST
+$958.4K
425,458
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$958.2K
6,733
-41%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$954.5K
50,548
-26%
减持
MA
MASTERCARD INCORPORATED
-$932.5K
16,773
-20%
减持
QCOM
QUALCOMM INC
-$924.7K
16,298
-12%
清仓
ABNB
AIRBNB INC
-$907.7K
0
-100%
减持
CRM
SALESFORCE INC
-$897.4K
12,082
-26%
减持
CWI
SPDR INDEX SHS FDS
-$890.3K
220,209
-18%
增持
SLYV
SPDR SER TR
+$888.3K
13,395
+282%
