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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 114
减持 23
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$184.1M
817,453
+74%
增持
VTV
VANGUARD INDEX FDS
+$122.0M
875,974
+361%
建仓
AVNM
AMERICAN CENTY ETF TR
+$111.8M
1,712,314
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
IUSG
ISHARES TR
+$89.1M
1,539,575
+37%
增持
QLTY
2023 ETF SERIES TRUST II
+$85.1M
6,823,572
+44%
建仓
VFLO
VICTORY PORTFOLIOS II
+$82.5M
2,333,822
增持
ACWX
ISHARES TR
+$64.2M
2,611,549
+52%
增持
SPTS
SPDR SERIES TRUST
+$59.7M
5,166,476
+65%
减持
AVDV
AMERICAN CENTY ETF TR
-$59.0M
110,191
-89%
增持
MSFT
MICROSOFT CORP
+$56.8M
303,473
+21%
增持
EFV
ISHARES TR
+$45.9M
1,710,720
+61%
增持
IEMG
ISHARES INC
+$44.5M
1,375,153
+95%
增持
NVDA
NVIDIA CORPORATION
+$40.6M
702,752
+8%
减持
AVEM
AMERICAN CENTY ETF TR
-$40.3M
171,596
-80%
建仓
THRO
BLACKROCK ETF TRUST
+$37.6M
1,055,592
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$36.3M
69,392
-87%
增持
SCHG
SCHWAB STRATEGIC TR
+$35.3M
1,916,661
+132%
增持
AVGO
BROADCOM INC
+$35.2M
205,829
+60%
增持
QUAL
ISHARES TR
+$32.0M
654,157
+28%
增持
VBR
VANGUARD INDEX FDS
+$27.0M
169,586
+420%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$26.5M
1,738,174
增持
VEA
VANGUARD TAX-MANAGED FDS
+$26.3M
923,302
+78%
增持
AMZN
AMAZON COM INC
+$24.6M
381,763
+23%
增持
META
META PLATFORMS INC
+$22.7M
78,407
+29%
减持
EMXC
ISHARES INC
-$21.9M
145,233
-74%
增持
VBK
VANGUARD INDEX FDS
+$21.4M
96,816
+349%
减持
MGK
VANGUARD WORLD FD
+$19.9M
357,827
-1%
增持
IAGG
ISHARES TR
+$19.3M
463,616
+423%
增持
VTI
VANGUARD INDEX FDS
+$19.1M
370,968
+9%
建仓
BAI
BLACKROCK ETF TRUST
+$19.0M
658,567
增持
SPTI
SPDR SERIES TRUST
+$17.8M
5,089,319
+13%
增持
EFG
ISHARES TR
+$17.1M
553,717
+23%
增持
QQQ
INVESCO QQQ TR
+$16.7M
166,065
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$16.6M
151,463
+36%
增持
VO
VANGUARD INDEX FDS
+$15.3M
197,035
+28%
减持
VOO
VANGUARD INDEX FDS
-$14.8M
299,850
-17%
减持
SPSM
SPDR SERIES TRUST
-$14.3M
402,331
-48%
增持
GOOGL
ALPHABET INC
+$14.3M
262,287
+27%
增持
SCHV
SCHWAB STRATEGIC TR
+$13.7M
851,158
+129%
增持
GOVT
ISHARES TR
+$13.4M
1,745,592
+50%
增持
IYW
ISHARES TR
+$12.6M
240,171
+16%
增持
COST
COSTCO WHSL CORP NEW
+$11.5M
32,208
+49%
增持
VB
VANGUARD INDEX FDS
+$11.1M
213,314
+20%
减持
IEFA
ISHARES TR
-$11.0M
696,657
-24%
增持
WMT
WALMART INC
+$10.8M
253,098
+59%
减持
HEFA
ISHARES TR
-$10.5M
98,729
-75%
增持
MTUM
ISHARES TR
+$10.4M
125,976
+28%
增持
SPYG
SPDR SERIES TRUST
+$10.1M
525,301
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$10.0M
1,348,323
+15%
减持
DYNF
BLACKROCK ETF TRUST
+$9.9M
1,778,292
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$9.3M
153,422
+12%
增持
NFLX
NETFLIX INC
+$9.3M
16,207
+22%
增持
TSLA
TESLA INC
+$9.2M
77,109
+31%
增持
GE
GE AEROSPACE
+$9.0M
70,494
+55%
减持
IVV
ISHARES TR
+$8.8M
253,955
-4%
增持
V
VISA INC
+$8.7M
82,839
+40%
增持
ORCL
ORACLE CORP
+$8.5M
73,873
+35%
增持
IAU
ISHARES GOLD TR
+$8.2M
350,876
+52%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$8.2M
23,341
+360%
增持
MGV
VANGUARD WORLD FD
+$8.0M
639,168
+9%
增持
DFAS
DIMENSIONAL ETF TRUST
+$7.9M
134,426
+1042%
增持
UPS
UNITED PARCEL SERVICE INC
-$7.9M
901,293
+4%
增持
PM
PHILIP MORRIS INTL INC
+$7.7M
141,757
+24%
增持
MUB
ISHARES TR
+$7.6M
196,403
+60%
增持
GS
GOLDMAN SACHS GROUP INC
+$7.4M
19,057
+71%
增持
HD
HOME DEPOT INC
+$7.1M
74,452
+35%
增持
JAAA
JANUS DETROIT STR TR
+$7.1M
852,299
+20%
增持
MS
MORGAN STANLEY
+$6.9M
70,702
+170%
增持
TMUS
T-MOBILE US INC
+$6.8M
39,575
+308%
增持
SUB
ISHARES TR
+$6.8M
137,877
+86%
增持
SCHA
SCHWAB STRATEGIC TR
+$6.8M
394,720
+189%
减持
SRLN
SSGA ACTIVE ETF TR
-$6.8M
223,888
-43%
增持
VTEB
VANGUARD MUN BD FDS
+$6.7M
354,384
+65%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$6.5M
157,744
+205%
增持
GOOG
ALPHABET INC
+$6.5M
150,998
+16%
增持
BIV
VANGUARD BD INDEX FDS
+$6.4M
164,559
+98%
增持
AXP
AMERICAN EXPRESS CO
+$6.3M
37,397
+80%
增持
MBB
ISHARES TR
+$6.3M
1,139,622
+6%
增持
ICF
ISHARES TR
+$6.1M
103,944
+2920%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.1M
259,882
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.0M
111,944
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$5.9M
347,637
+5%
增持
ITOT
ISHARES TR
+$5.8M
81,978
+91%
减持
IUSV
ISHARES TR
-$5.8M
2,288,487
-5%
增持
RTX
RTX CORPORATION
+$5.8M
105,547
+45%
增持
ITW
ILLINOIS TOOL WKS INC
+$5.8M
32,675
+248%
增持
KO
COCA COLA CO
+$5.7M
199,259
+71%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.7M
218,064
+161%
增持
—
ISHARES TR
+$5.7M
263,554
+576%
建仓
IBDR
ISHARES TR
+$5.6M
231,762
减持
TGT
TARGET CORP
-$5.6M
17,906
-75%
减持
FNDX
SCHWAB STRATEGIC TR
-$5.6M
373,221
-40%
增持
MCK
MCKESSON CORP
+$5.6M
17,678
+62%
增持
KLAC
KLA CORP
+$5.4M
7,852
+236%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.4M
262,942
+71%
减持
SJNK
SPDR SERIES TRUST
-$5.4M
258,251
-46%
建仓
ISCF
ISHARES TR
+$5.3M
137,350
增持
IDEV
ISHARES TR
+$5.3M
141,579
+78%
增持
PNC
PNC FINL SVCS GROUP INC
+$5.3M
44,925
+153%
增持
FAST
FASTENAL CO
+$5.2M
397,493
+167%
增持
GD
GENERAL DYNAMICS CORP
+$5.0M
27,589
+147%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$5.0M
17,723
-73%
增持
SHY
ISHARES TR
+$4.9M
68,848
+645%
增持
CAT
CATERPILLAR INC
+$4.8M
30,639
+43%
增持
CSCO
CISCO SYS INC
+$4.7M
221,467
+28%
增持
SCHO
SCHWAB STRATEGIC TR
+$4.7M
1,092,969
+21%
增持
IVW
ISHARES TR
+$4.7M
230,405
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.7M
217,749
+73%
增持
JNJ
JOHNSON & JOHNSON
+$4.7M
179,717
+31%
增持
ADBE
ADOBE INC
+$4.7M
28,182
+73%
增持
LMT
LOCKHEED MARTIN CORP
+$4.6M
22,518
+74%
减持
ARCC
ARES CAPITAL CORP
-$4.6M
251,961
-45%
增持
SYK
STRYKER CORPORATION
+$4.6M
21,002
+108%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$4.5M
625,677
+19%
增持
WFC
WELLS FARGO CO NEW
+$4.5M
150,958
+43%
建仓
IBDS
ISHARES TR
+$4.5M
185,813
增持
BFC
BANK FIRST CORP
+$4.5M
177,977
+9%
增持
BNY
BANK NEW YORK MELLON CORP
+$4.5M
61,255
+361%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$4.4M
31,941
-57%
增持
LLY
ELI LILLY & CO
+$4.4M
32,430
+28%
减持
IWL
ISHARES TR
-$4.4M
37,914
-49%
增持
—
CHUBB LIMITED
+$4.3M
31,059
+101%
增持
HDV
ISHARES TR
+$4.3M
44,400
+482%
减持
SHYG
ISHARES TR
-$4.3M
130,476
-44%
增持
PAYX
PAYCHEX INC
+$4.2M
50,020
+153%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.1M
37,842
+34%
增持
VGT
VANGUARD WORLD FD
+$4.1M
17,389
+28%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.0M
205,603
+50%
建仓
STIP
ISHARES TR
+$3.9M
38,338
建仓
DSTL
ETF SER SOLUTIONS
+$3.9M
70,261
增持
WEC
WEC ENERGY GROUP INC
+$3.8M
57,222
+193%
减持
AXON
AXON ENTERPRISE INC
+$3.8M
13,841
-5%
增持
TSCO
TRACTOR SUPPLY CO
+$3.8M
103,082
+247%
增持
HYD
VANECK ETF TRUST
+$3.8M
124,718
+159%
增持
RY
ROYAL BK CDA
+$3.8M
35,729
+335%
增持
USMV
ISHARES TR
+$3.7M
137,220
+41%
增持
VEEV
VEEVA SYS INC
+$3.7M
45,247
+13%
增持
VWOB
VANGUARD WHITEHALL FDS
+$3.7M
91,002
+159%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.7M
298,904
+31%
建仓
IBDT
ISHARES TR
+$3.6M
142,335
增持
MA
MASTERCARD INCORPORATED
+$3.5M
31,120
+22%
增持
ATO
ATMOS ENERGY CORP
+$3.5M
27,596
+498%
增持
BA
BOEING CO
+$3.5M
31,883
+72%
增持
AEP
AMERICAN ELEC PWR CO INC
+$3.5M
50,295
+211%
增持
INTU
INTUIT
+$3.5M
8,719
+57%
建仓
TEQI
T ROWE PRICE ETF INC
+$3.5M
81,116
增持
PEP
PEPSICO INC
+$3.4M
114,344
+46%
增持
COF
CAPITAL ONE FINL CORP
+$3.4M
21,093
+243%
建仓
SGOV
ISHARES TR
+$3.4M
33,558
减持
KCE
SPDR SERIES TRUST
-$3.3M
16,436
-64%
