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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 96
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
ACWX
ISHARES TR
+$94.4M
1,712,700
+15313%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$79.8M
553,467
-68%
增持
IUSG
ISHARES TR
+$69.4M
1,120,919
+114%
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
IEFA
ISHARES TR
-$68.9M
914,547
-53%
增持
DYNF
BLACKROCK ETF TRUST
+$60.1M
1,782,126
+241%
增持
IUSV
ISHARES TR
+$55.4M
2,409,463
+34%
增持
QUAL
ISHARES TR
+$52.6M
512,286
+161%
增持
BINC
BLACKROCK ETF TRUST II
+$44.4M
1,170,043
+259%
增持
BND
VANGUARD BD INDEX FDS
+$42.3M
897,368
+173%
增持
EFV
ISHARES TR
+$42.0M
1,063,925
+170%
增持
QLTY
2023 ETF SERIES TRUST II
+$30.3M
4,754,903
+28%
增持
MGK
VANGUARD WORLD FD
+$27.1M
359,838
+47%
增持
JAAA
JANUS DETROIT STR TR
+$27.1M
712,718
+300%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$27.0M
1,443,703
增持
VO
VANGUARD INDEX FDS
+$24.6M
153,946
+167%
增持
IVV
ISHARES TR
+$23.6M
264,917
+24%
增持
GOVT
ISHARES TR
+$22.8M
1,161,141
+585%
增持
EFG
ISHARES TR
+$19.7M
448,737
+73%
增持
VB
VANGUARD INDEX FDS
+$19.7M
177,886
+116%
增持
EMXC
ISHARES INC
+$19.3M
563,746
+165%
增持
MBB
ISHARES TR
+$17.2M
1,074,026
+18%
增持
SCHG
SCHWAB STRATEGIC TR
+$16.6M
825,862
+466%
增持
VTI
VANGUARD INDEX FDS
+$15.8M
340,859
+27%
增持
IYW
ISHARES TR
+$15.7M
206,402
+147%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$15.5M
518,543
-41%
增持
VUG
VANGUARD INDEX FDS
-$14.9M
470,041
+2%
增持
HEFA
ISHARES TR
+$13.5M
392,782
+1809%
增持
SPTS
SPDR SER TR
+$13.5M
3,132,338
+16%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$13.4M
686,080
-26%
减持
SPYM
SPDR SER TR
-$13.4M
461,509
-27%
增持
MTUM
ISHARES TR
+$13.1M
98,146
+201%
减持
SPYG
SPDR SER TR
-$13.0M
497,933
-17%
减持
SPSM
SPDR SER TR
-$12.4M
771,066
-21%
减持
KORP
AMERICAN CENTY ETF TR
-$12.2M
111,893
-70%
增持
UPS
UNITED PARCEL SERVICE INC
-$12.0M
863,030
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$11.8M
331,589
-5%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$11.8M
78,977
+383%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.4M
221,568
+65%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$11.3M
56,672
-78%
增持
IAU
ISHARES GOLD TR
+$11.1M
231,497
+349%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.0M
90,837
+10%
增持
SCHO
SCHWAB STRATEGIC TR
+$10.7M
901,340
+92%
增持
IEMG
ISHARES INC
+$10.2M
705,465
+32%
增持
AVEM
AMERICAN CENTY ETF TR
+$10.1M
865,080
+21%
增持
AVDV
AMERICAN CENTY ETF TR
+$9.9M
971,401
+9%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$9.7M
104,940
增持
SCHV
SCHWAB STRATEGIC TR
+$9.5M
371,485
+2844%
减持
SPYV
SPDR SER TR
-$9.4M
274,570
-40%
增持
VTV
VANGUARD INDEX FDS
+$9.1M
189,826
+35%
减持
JMBS
JANUS DETROIT STR TR
-$8.3M
68,563
-73%
增持
JNJ
JOHNSON & JOHNSON
+$8.2M
137,423
+36%
增持
IGEB
ISHARES TR
+$8.0M
192,141
+1237%
减持
IVW
ISHARES TR
-$7.8M
222,594
-21%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$7.4M
527,883
+41%
减持
JHMD
JOHN HANCOCK EXCHANGE TRADED
-$7.4M
200,798
-55%
增持
SUB
ISHARES TR
+$7.2M
74,245
+1126%
减持
SPDW
SPDR INDEX SHS FDS
-$7.2M
290,626
-44%
减持
USIG
ISHARES TR
-$7.2M
1,151,888
-12%
增持
MUB
ISHARES TR
+$7.1M
122,972
+125%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.1M
431,771
+315%
增持
PM
PHILIP MORRIS INTL INC
+$7.0M
114,164
+24%
增持
BSV
VANGUARD BD INDEX FDS
+$6.8M
111,917
+352%
减持
PTF
INVESCO EXCHANGE TRADED FD T
-$6.7M
92,742
-45%
增持
TSLA
TESLA INC
-$6.3M
58,938
+11%
增持
VYMI
VANGUARD WHITEHALL FDS
+$6.2M
89,712
+1476%
增持
QQQ
INVESCO QQQ TR
+$6.2M
159,736
+19%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$6.0M
227,761
-43%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.0M
125,853
+1440%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.9M
79,790
-49%
减持
DGRW
WISDOMTREE TR
-$5.9M
61,674
-54%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$5.8M
188,109
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.7M
76,905
+1446%
增持
DFGP
DIMENSIONAL ETF TRUST
+$5.7M
113,960
+1320%
建仓
IDEV
ISHARES TR
+$5.5M
79,694
减持
SPSB
SPDR SER TR
-$5.3M
47,231
-79%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$5.3M
43,622
-72%
增持
—
EXXON MOBIL CORP
+$5.3M
227,310
+12%
减持
VOE
VANGUARD INDEX FDS
-$5.2M
32,481
-49%
增持
META
META PLATFORMS INC
+$5.1M
60,974
+19%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
649,837
+34%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$5.1M
161,845
增持
LLY
ELI LILLY & CO
+$5.0M
25,303
+23%
减持
IUSB
ISHARES TR
-$5.0M
348,973
-25%
建仓
BKDV
BNY MELLON ETF TRUST II
+$4.9M
194,825
减持
VBR
VANGUARD INDEX FDS
-$4.7M
32,643
-40%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.6M
625,320
+46%
增持
SDY
SPDR SER TR
+$4.5M
51,157
+176%
增持
AAPL
APPLE INC
-$4.5M
669,867
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$4.4M
111,410
+17%
增持
AXON
AXON ENTERPRISE INC
+$4.3M
14,535
+161%
增持
CVX
CHEVRON CORP NEW
+$4.3M
96,409
+18%
增持
FLRN
SPDR SER TR
+$4.3M
150,827
+1204%
增持
AVGO
BROADCOM INC
-$4.3M
128,564
+16%
增持
V
VISA INC
+$4.2M
59,030
+13%
减持
AVUV
AMERICAN CENTY ETF TR
-$4.1M
27,661
-59%
增持
GE
GE AEROSPACE
+$4.1M
45,609
+50%
增持
T
AT&T INC
+$4.0M
382,332
+27%
增持
VTEB
VANGUARD MUN BD FDS
+$3.8M
214,275
+58%
增持
HYG
ISHARES TR
+$3.8M
57,306
+493%
减持
VOT
VANGUARD INDEX FDS
-$3.7M
18,168
-44%
增持
ABBV
ABBVIE INC
+$3.6M
59,033
+20%
增持
MINT
PIMCO ETF TR
+$3.6M
297,182
+13%
建仓
SPHY
SPDR SER TR
+$3.5M
151,501
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.4M
137,048
+113%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.3M
20,573
+39%
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.2M
136,740
减持
VBK
VANGUARD INDEX FDS
-$3.2M
21,569
-30%
增持
COST
COSTCO WHSL CORP NEW
+$3.2M
21,592
+15%
减持
XLF
SELECT SECTOR SPDR TR
-$3.2M
249,290
-23%
增持
AGG
ISHARES TR
+$3.2M
67,836
+85%
减持
XLC
SELECT SECTOR SPDR TR
-$3.1M
90,244
-26%
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$3.1M
0
-100%
增持
MGV
VANGUARD WORLD FD
+$3.1M
588,737
+1%
增持
EVSD
MORGAN STANLEY ETF TRUST
+$3.1M
67,643
+906%
减持
USFR
WISDOMTREE TR
-$3.1M
187,242
-25%
减持
PSR
INVESCO ACTIVELY MANAGED EXC
-$3.1M
4,997
-87%
增持
AMZN
AMAZON COM INC
-$3.1M
310,844
+10%
清仓
QEFA
SPDR INDEX SHS FDS
-$3.1M
0
-100%
增持
SGOL
ETFS GOLD TR
+$3.0M
378,344
+15%
建仓
SCHM
SCHWAB STRATEGIC TR
+$3.0M
113,169
增持
COP
CONOCOPHILLIPS
+$2.8M
53,174
+89%
建仓
BUFF
INNOVATOR ETFS TRUST
+$2.8M
63,322
增持
MA
MASTERCARD INCORPORATED
+$2.8M
25,439
+20%
增持
VGT
VANGUARD WORLD FD
+$2.8M
13,628
+83%
清仓
HTRB
HARTFORD FDS EXCHANGE TRADED
-$2.7M
0
-100%
增持
CSCO
CISCO SYS INC
+$2.7M
172,578
+28%
减持
SPTI
SPDR SER TR
+$2.6M
4,499,400
-0%
增持
GOOG
ALPHABET INC
-$2.6M
129,839
+8%
减持
MDYV
SPDR SER TR
-$2.6M
25,297
-55%
增持
C
CITIGROUP INC
+$2.6M
63,470
+131%
增持
BSX
BOSTON SCIENTIFIC CORP
+$2.5M
120,420
+12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.5M
61,121
+565%
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$2.5M
77,960
增持
OEF
ISHARES TR
+$2.5M
85,023
+20%
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$2.5M
69,694
减持
IFRA
ISHARES TR
-$2.5M
22,531
-70%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.5M
83,438
+406%
建仓
HYD
VANECK ETF TRUST
+$2.5M
48,142
增持
GM
GENERAL MTRS CO
+$2.5M
73,068
+299%
减持
SPMD
SPDR SER TR
-$2.5M
38,490
-52%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4M
28,176
+35%
减持
SPEM
SPDR INDEX SHS FDS
-$2.4M
98,733
-40%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.4M
9,730
+98%
增持
NFLX
NETFLIX INC
+$2.4M
13,269
+18%
增持
VRSN
VERISIGN INC
+$2.3M
13,148
+175%
建仓
SCHB
SCHWAB STRATEGIC TR
+$2.3M
109,064
增持
FLOT
ISHARES TR
+$2.3M
62,978
+269%
增持
MSCI
MSCI INC
+$2.3M
7,301
+144%
增持
USMV
ISHARES TR
+$2.3M
97,585
+27%
增持
BIV
VANGUARD BD INDEX FDS
+$2.3M
83,168
+52%
