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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 26
增持 113
减持 9
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$120.1M
1,731,156
+11765%
建仓
QLTY
2023 ETF SERIES TRUST II
+$118.4M
3,701,955
减持
VOO
VANGUARD INDEX FDS
-$73.2M
344,955
-30%
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
IUSV
ISHARES TR
-$59.0M
1,803,053
-24%
增持
AAPL
APPLE INC
+$36.2M
612,032
+22%
增持
AVEM
AMERICAN CENTY ETF TR
+$34.1M
713,524
+486%
增持
QQQ
INVESCO QQQ TR
+$27.4M
134,467
+59%
增持
NVDA
NVIDIA CORPORATION
+$25.6M
486,396
+45%
增持
AMZN
AMAZON COM INC
+$23.9M
283,663
+38%
增持
IVV
ISHARES TR
+$23.5M
212,848
+21%
减持
VTI
VANGUARD INDEX FDS
-$21.6M
268,898
-23%
减持
UPS
UNITED PARCEL SERVICE INC
-$20.8M
848,194
-9%
增持
SPTS
SPDR SER TR
+$18.6M
2,692,109
+33%
增持
OEF
ISHARES TR
+$18.3M
70,978
+805%
增持
IWY
ISHARES TR
+$18.0M
79,750
+2301%
增持
DYNF
BLACKROCK ETF TRUST
+$17.4M
522,946
+176%
增持
EFG
ISHARES TR
+$16.9M
259,698
+237%
增持
MSFT
MICROSOFT CORP
+$15.7M
221,381
+23%
增持
BINC
BLACKROCK ETF TRUST II
+$15.4M
325,476
+1070%
增持
QUAL
ISHARES TR
+$15.2M
195,989
+78%
增持
AVGO
BROADCOM INC
+$15.1M
111,238
+79%
减持
VUG
VANGUARD INDEX FDS
-$14.4M
460,855
-13%
增持
IVW
ISHARES TR
+$14.4M
280,000
+91%
增持
MGK
VANGUARD WORLD FD
+$13.8M
244,655
+12%
增持
GOOGL
ALPHABET INC
+$13.6M
177,004
+48%
建仓
BLK
BLACKROCK INC
+$13.0M
12,676
增持
RWL
INVESCO EXCH TRADED FD TR II
+$12.5M
167,218
+323%
减持
TSLA
TESLA INC
+$12.0M
53,311
-2%
增持
EFV
ISHARES TR
+$11.8M
394,763
+154%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.4M
187,898
+2384%
建仓
FNDX
SCHWAB STRATEGIC TR
+$10.1M
427,886
清仓
—
BLACKROCK INC
-$9.8M
0
-100%
增持
BFC
BANK FIRST CORP
+$9.2M
179,814
+89%
增持
IUSG
ISHARES TR
+$9.1M
523,864
+8%
建仓
IWL
ISHARES TR
+$9.0M
62,051
增持
JPM
JPMORGAN CHASE & CO.
+$8.5M
95,629
+40%
增持
META
META PLATFORMS INC
+$8.1M
51,228
+34%
清仓
—
ISHARES TR
-$7.7M
0
-100%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$7.6M
61,839
增持
IVE
ISHARES TR
+$7.6M
74,384
+123%
增持
SMH
VANECK ETF TRUST
+$7.4M
46,811
+195%
增持
IUSB
ISHARES TR
+$7.4M
466,817
+60%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$7.3M
152,061
+34%
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$7.0M
62,283
增持
SNPS
SYNOPSYS INC
+$7.0M
15,006
+2309%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$6.9M
3,419
-93%
增持
SCHZ
SCHWAB STRATEGIC TR
+$6.8M
365,092
+1058%
增持
IYW
ISHARES TR
+$6.8M
83,397
+94%
增持
EMXC
ISHARES INC
+$6.4M
212,529
+140%
增持
IWB
ISHARES TR
+$6.3M
28,344
+211%
增持
ICSH
ISHARES TR
+$6.0M
149,733
+380%
增持
PAVE
GLOBAL X FDS
+$5.7M
202,775
+239%
建仓
KCE
SPDR SER TR
+$5.6M
40,909
增持
V
VISA INC
+$5.6M
52,121
+32%
增持
MTUM
ISHARES TR
+$5.6M
32,658
+450%
增持
GOOG
ALPHABET INC
+$5.5M
120,300
+16%
建仓
SHLD
GLOBAL X FDS
+$5.5M
147,041
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
349,496
+3%
增持
BND
VANGUARD BD INDEX FDS
+$5.5M
328,969
+36%
建仓
BUG
GLOBAL X FDS
+$5.1M
159,890
减持
SPSM
SPDR SER TR
-$4.9M
975,247
-9%
建仓
IOO
ISHARES TR
+$4.9M
48,725
增持
TXN
TEXAS INSTRS INC
+$4.8M
52,987
+112%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.7M
86,602
+130%
增持
SCHD
SCHWAB STRATEGIC TR
-$4.7M
1,002,360
+164%
增持
MBB
ISHARES TR
+$4.6M
910,780
+11%
增持
PANW
PALO ALTO NETWORKS INC
+$4.5M
26,996
+2326%
增持
WMT
WALMART INC
+$4.5M
145,435
+36%
增持
IAGG
ISHARES TR
+$4.5M
96,059
+1450%
增持
NFLX
NETFLIX INC
+$4.3M
11,217
+39%
建仓
AOHY
ANGEL OAK FUNDS TRUST
+$4.1M
375,828
增持
SPYG
SPDR SER TR
+$4.0M
603,255
+2%
增持
PM
PHILIP MORRIS INTL INC
+$3.9M
92,054
+56%
增持
CSCO
CISCO SYS INC
+$3.9M
134,765
+76%
建仓
FSEP
FIRST TR EXCHNG TRADED FD VI
+$3.9M
84,819
增持
BX
BLACKSTONE INC
+$3.7M
33,052
+157%
减持
SPDW
SPDR INDEX SHS FDS
-$3.7M
520,797
-9%
增持
MCK
MCKESSON CORP
+$3.5M
10,060
+127%
增持
IHDG
WISDOMTREE TR
+$3.5M
94,944
+621%
增持
FTNT
FORTINET INC
+$3.5M
139,319
+12%
增持
MGV
VANGUARD WORLD FD
+$3.4M
582,474
+8%
增持
—
ACCENTURE PLC IRELAND
+$3.4M
14,212
+212%
增持
IUS
INVESCO EXCH TRD SLF IDX FD
+$3.4M
286,049
+33%
增持
LLY
ELI LILLY & CO
+$3.2M
20,551
+44%
增持
CRM
SALESFORCE INC
+$3.2M
19,581
+62%
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$3.2M
57,101
增持
KKR
KKR & CO INC
+$3.2M
26,713
+358%
增持
UBER
UBER TECHNOLOGIES INC
+$3.2M
57,138
+1463%
增持
COST
COSTCO WHSL CORP NEW
+$3.1M
18,842
+18%
增持
XLB
SELECT SECTOR SPDR TR
+$3.0M
56,478
+217%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$3.0M
59,732
增持
CMI
CUMMINS INC
+$3.0M
12,835
+177%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$3.0M
65,738
+74%
增持
DGRW
WISDOMTREE TR
+$2.9M
133,380
+41%
增持
MA
MASTERCARD INCORPORATED
+$2.9M
21,207
+26%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$2.9M
91,297
增持
SCHG
SCHWAB STRATEGIC TR
+$2.9M
145,888
+1152%
建仓
TCAF
T ROWE PRICE ETF INC
+$2.8M
84,302
增持
HD
HOME DEPOT INC
+$2.7M
47,666
+22%
建仓
USTB
VICTORY PORTFOLIOS II
+$2.7M
54,663
建仓
ANET
ARISTA NETWORKS INC
+$2.7M
24,242
增持
FISV
FISERV INC
+$2.6M
19,803
+147%
增持
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$2.6M
82,130
+564%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.6M
53,680
+9%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.5M
69,085
增持
UNH
UNITEDHEALTH GROUP INC
+$2.5M
14,789
+72%
增持
IWS
ISHARES TR
+$2.4M
21,163
+796%
增持
IWP
ISHARES TR
+$2.4M
20,781
+950%
增持
ORCL
ORACLE CORP
+$2.3M
47,160
+45%
增持
IFRA
ISHARES TR
+$2.3M
75,659
+198%
增持
IWD
ISHARES TR
+$2.3M
20,657
+151%
增持
PYPL
PAYPAL HLDGS INC
+$2.3M
124,497
+16%
增持
IWF
ISHARES TR
+$2.2M
12,414
+70%
建仓
—
ZIM INTEGRATED SHIPPING SERV
+$2.2M
103,978
建仓
IEI
ISHARES TR
+$2.2M
18,739
增持
T
AT&T INC
+$2.1M
299,931
+40%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.1M
923,190
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
104,005
+1742%
增持
—
ROYAL CARIBBEAN GROUP
+$2.0M
9,897
+541%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
82,529
+7%
增持
BAC
BANK AMERICA CORP
+$2.0M
135,385
+35%
增持
—
EXXON MOBIL CORP
+$1.9M
202,477
+20%
增持
BKNG
BOOKING HOLDINGS INC
+$1.9M
1,000
+38%
建仓
IGHG
PROSHARES TR
+$1.9M
24,318
增持
VO
VANGUARD INDEX FDS
+$1.9M
57,718
+14%
建仓
VFMO
VANGUARD WELLINGTON FD
+$1.9M
11,378
增持
SCHO
SCHWAB STRATEGIC TR
+$1.9M
469,058
+144%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.8M
11,157
+572%
增持
AGG
ISHARES TR
+$1.8M
36,730
+117%
增持
SCHW
SCHWAB CHARLES CORP
+$1.8M
33,546
+230%
增持
IWM
ISHARES TR
+$1.8M
25,994
+46%
增持
VB
VANGUARD INDEX FDS
+$1.8M
82,222
+9%
增持
WFC
WELLS FARGO CO NEW
+$1.8M
95,923
+9%
增持
CVX
CHEVRON CORP NEW
+$1.8M
81,697
+20%
增持
USFR
WISDOMTREE TR
+$1.8M
248,759
+16%
增持
HON
HONEYWELL INTL INC
+$1.8M
45,096
+11%
建仓
EXE
EXPAND ENERGY CORPORATION
+$1.8M
17,720
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
30,450
增持
NOW
SERVICENOW INC
+$1.7M
3,049
+80%
增持
MRSH
MARSH & MCLENNAN COS INC
+$1.7M
17,385
+95%
增持
TLT
ISHARES TR
+$1.7M
43,814
+101%
增持
—
EATON CORP PLC
+$1.7M
29,858
+20%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$1.7M
283,751
+120%
增持
IAU
ISHARES GOLD TR
+$1.6M
51,538
+178%
增持
FAST
FASTENAL CO
+$1.6M
138,187
+18%
增持
GOVT
ISHARES TR
+$1.6M
169,574
+71%
建仓
LRCX
LAM RESEARCH CORP
+$1.6M
21,664
增持
BSX
BOSTON SCIENTIFIC CORP
+$1.6M
107,482
+12%
增持
MINT
PIMCO ETF TR
+$1.6M
262,273
+7%
增持
KMI
KINDER MORGAN INC DEL
+$1.5M
64,984
+469%
