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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 108
减持 26
方向
标的
Δ市值
现股数(环比)
减持
SPTS
SPDR SERIES TRUST
-$138.5M
436,166
-92%
减持
ACWX
ISHARES TR
-$134.3M
381,609
-85%
增持
USTB
VICTORY PORTFOLIOS II
+$121.8M
2,430,797
+5778%
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。
建仓
UBND
VICTORY PORTFOLIOS II
+$120.7M
5,472,002
增持
CWI
SPDR INDEX SHS FDS
+$88.6M
2,795,644
+911%
增持
MGK
VANGUARD WORLD FD
+$85.9M
539,030
+51%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$78.8M
2,107,661
+1624%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$59.2M
1,690,161
+465%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$55.6M
1,510,100
+474%
增持
DYNF
BLACKROCK ETF TRUST
+$50.7M
2,492,476
+40%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$48.4M
1,935,910
+1580%
增持
AAPL
APPLE INC
+$48.2M
794,474
+8%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$47.0M
2,259,377
+1079%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$46.8M
1,822,843
+8824%
增持
EFV
ISHARES TR
+$46.5M
2,286,467
+34%
增持
IEMG
ISHARES INC
+$44.5M
1,926,991
+40%
减持
EFG
ISHARES TR
-$44.3M
155,659
-72%
增持
BAI
BLACKROCK ETF TRUST
+$37.7M
1,659,877
+152%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$36.3M
1,316,034
+3216%
增持
BINC
BLACKROCK ETF TRUST II
+$35.7M
2,007,864
+49%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$33.4M
1,082,709
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$32.6M
103,033
-84%
增持
JAAA
JANUS DETROIT STR TR
+$32.5M
1,492,094
+75%
增持
NVDA
NVIDIA CORPORATION
+$31.6M
774,626
+10%
增持
MGV
VANGUARD WORLD FD
+$30.7M
831,990
+30%
减持
VUG
VANGUARD INDEX FDS
+$30.5M
810,876
-1%
增持
BIL
SPDR SERIES TRUST
+$30.4M
396,427
+510%
增持
SHLD
GLOBAL X FDS
+$27.9M
465,545
+487%
建仓
FVAL
FIDELITY COVINGTON TRUST
+$27.7M
401,738
建仓
CGUI
CAPITAL GRP FIXED INCM ETF T
+$27.0M
1,066,035
建仓
QQQI
NEOS ETF TRUST
+$26.7M
492,567
减持
MINT
PIMCO ETF TR
-$25.9M
55,813
-82%
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$24.4M
722,975
增持
GOVT
ISHARES TR
+$23.6M
2,754,867
+58%
增持
GOOGL
ALPHABET INC
+$22.8M
283,964
+8%
增持
MSFT
MICROSOFT CORP
+$22.4M
334,754
+10%
建仓
SPYI
NEOS ETF TRUST
+$21.4M
409,522
减持
IYW
ISHARES TR
-$21.0M
105,137
-56%
增持
QLTY
2023 ETF SERIES TRUST II
+$20.4M
7,024,201
+3%
增持
IAU
ISHARES GOLD TR
+$20.2M
578,495
+65%
增持
THRO
BLACKROCK ETF TRUST
+$19.7M
1,513,664
+43%
增持
VO
VANGUARD INDEX FDS
+$19.5M
254,140
+29%
建仓
HOLA
J P MORGAN EXCHANGE TRADED F
+$19.4M
376,862
增持
QQQ
INVESCO QQQ TR
+$19.4M
184,938
+11%
增持
IVV
ISHARES TR
+$19.0M
264,002
+4%
建仓
DIVO
AMPLIFY ETF TR
+$17.9M
402,391
增持
IUSV
ISHARES TR
+$17.7M
2,343,537
+2%
建仓
QDVO
AMPLIFY ETF TR
+$17.5M
602,802
建仓
OMAH
TIDAL TRUST III
+$17.5M
907,352
增持
VTI
VANGUARD INDEX FDS
+$17.3M
396,272
+7%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$16.7M
646,003
减持
UPS
UNITED PARCEL SERVICE INC
-$16.6M
879,645
-2%
增持
QUAL
ISHARES TR
+$16.1M
697,587
+7%
增持
VB
VANGUARD INDEX FDS
+$15.2M
258,612
+21%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$14.6M
498,401
+1633%
增持
AVNM
AMERICAN CENTY ETF TR
+$14.0M
1,782,652
+4%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$13.8M
910,266
+45%
增持
AVGO
BROADCOM INC
+$13.6M
269,664
+31%
增持
TSLA
TESLA INC
+$12.8M
83,957
+9%
增持
IAGG
ISHARES TR
+$12.7M
710,522
+53%
增持
PG
PROCTER AND GAMBLE CO
+$12.4M
221,320
+63%
增持
VTV
VANGUARD INDEX FDS
+$11.7M
892,908
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$11.5M
1,562,797
+43%
增持
GOOG
ALPHABET INC
+$11.0M
155,016
+3%
增持
MTUM
ISHARES TR
+$10.9M
160,633
+28%
增持
BND
VANGUARD BD INDEX FDS
+$10.0M
1,036,866
+14%
减持
VOO
VANGUARD INDEX FDS
+$10.0M
294,515
-2%
增持
SPTI
SPDR SERIES TRUST
+$9.1M
5,380,575
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$8.4M
160,562
+5%
建仓
CGIB
CAPITAL GRP FIXED INCM ETF T
+$8.3M
327,562
增持
VFLO
VICTORY PORTFOLIOS II
+$8.2M
2,419,780
+4%
增持
ORCL
ORACLE CORP
+$7.3M
83,416
+13%
增持
JNJ
JOHNSON & JOHNSON
+$7.1M
186,502
+4%
增持
WMT
WALMART INC
+$7.0M
308,439
+22%
增持
IGEB
ISHARES TR
+$6.5M
386,973
+56%
增持
—
EXXON MOBIL CORP
+$6.4M
318,099
+17%
增持
AMZN
AMAZON COM INC
+$6.2M
409,544
+7%
增持
VGT
VANGUARD WORLD FD
+$6.0M
23,474
+35%
增持
JPM
JPMORGAN CHASE & CO.
+$5.9M
157,871
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.7M
119,564
+7%
建仓
QALT
SEI EXCHANGE TRADED FUNDS
+$5.7M
224,970
增持
MBB
ISHARES TR
+$5.7M
1,184,090
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.3M
39,975
+55%
增持
OEF
ISHARES TR
+$5.3M
80,172
+14%
减持
FTNT
FORTINET INC
-$4.9M
139,812
-11%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$4.6M
94,453
+208%
增持
META
META PLATFORMS INC
+$4.3M
84,671
+8%
增持
ABBV
ABBVIE INC
+$4.2M
82,042
+3%
增持
HD
HOME DEPOT INC
+$4.2M
77,781
+4%
增持
GD
GENERAL DYNAMICS CORP
+$4.2M
35,944
+30%
减持
EMXC
ISHARES INC
-$4.2M
73,558
-49%
增持
CAT
CATERPILLAR INC
+$4.0M
33,382
+9%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.9M
89,896
+12%
增持
GE
GE AEROSPACE
+$3.9M
73,236
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$3.9M
372,789
+7%
增持
ITA
ISHARES TR
+$3.7M
44,397
+50%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.7M
271,703
+5%
增持
CVX
CHEVRON CORP NEW
+$3.6M
139,452
+11%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.6M
11,060
+74%
增持
MU
MICRON TECHNOLOGY INC
+$3.4M
36,471
+69%
增持
INTC
INTEL CORP
+$3.4M
184,573
+46%
增持
STIP
ISHARES TR
+$3.3M
70,415
+84%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.2M
569,250
+9%
增持
GLD
SPDR GOLD TR
+$3.2M
32,585
+19%
增持
SFM
SPROUTS FMRS MKT INC
-$3.1M
76,006
+28%
减持
LMT
LOCKHEED MARTIN CORP
-$3.1M
14,741
-35%
减持
NVO
NOVO-NORDISK A S
-$3.1M
20,195
-67%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.0M
929,269
+1%
增持
IVW
ISHARES TR
+$3.0M
235,085
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.0M
224,244
+51%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.0M
830,507
-14%
增持
FAST
FASTENAL CO
+$3.0M
401,040
+1%
建仓
FDHY
FIDELITY COVINGTON TRUST
+$2.8M
56,002
增持
ANET
ARISTA NETWORKS INC
+$2.7M
56,601
+5%
增持
USIG
ISHARES TR
+$2.7M
1,235,503
+3%
减持
CRM
SALESFORCE INC
-$2.6M
28,595
-17%
增持
PCG
PG&E CORP
+$2.6M
194,765
+725%
增持
APP
APPLOVIN CORP
+$2.6M
6,860
+3%
增持
ABT
ABBOTT LABS
+$2.6M
81,264
+33%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.5M
1,833,950
-4%
增持
RY
ROYAL BK CDA
+$2.5M
49,080
+37%
增持
DFGP
DIMENSIONAL ETF TRUST
+$2.5M
153,901
+37%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$2.4M
49,484
+72%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$2.4M
1,653,787
+6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.4M
73,236
+89%
增持
VCR
VANGUARD WORLD FD
+$2.4M
18,730
+34%
减持
IEFA
ISHARES TR
-$2.4M
639,047
-8%
增持
SGOL
ETFS GOLD TR
+$2.3M
384,720
+2%
增持
RBLX
ROBLOX CORP
+$2.3M
56,543
+8%
减持
RTX
RTX CORPORATION
+$2.2M
105,429
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
56,930
+4%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$2.2M
42,900
增持
SCHA
SCHWAB STRATEGIC TR
+$2.2M
436,258
+11%
增持
CMI
CUMMINS INC
+$2.2M
18,452
+7%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$2.1M
37,892
-63%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.1M
216,948
+33%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$2.1M
198,993
+39%
增持
DVN
DEVON ENERGY CORP NEW
+$2.1M
110,937
+93%
增持
TJX
TJX COS INC NEW
+$2.0M
62,156
+11%
增持
PEP
PEPSICO INC
+$2.0M
121,795
+7%
减持
HMOP
HARTFORD FDS EXCHANGE TRADED
-$2.0M
28,572
-65%
减持
IWY
ISHARES TR
+$2.0M
84,050
-1%
增持
MRK
MERCK & CO INC
+$2.0M
140,743
+13%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
256,551
+18%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.0M
53,369
-1%
增持
DBMF
LITMAN GREGORY FDS TR
+$2.0M
106,616
+189%
减持
BIV
VANGUARD BD INDEX FDS
-$2.0M
137,975
-16%
减持
SMH
VANECK ETF TRUST
+$2.0M
42,319
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$1.9M
308,232
-13%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$1.9M
38,355
-53%
