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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 109
减持 22
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MGV
VANGUARD WORLD FD
+$63.5M
1,261,768
+52%
增持
IEMG
ISHARES INC
+$46.7M
2,584,820
+34%
增持
AAPL
APPLE INC
+$46.5M
918,294
+16%
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
MGK
VANGUARD WORLD FD
+$44.3M
632,742
+17%
减持
QUAL
ISHARES TR
-$43.1M
465,944
-33%
增持
IUSG
ISHARES TR
+$40.8M
1,626,452
+15%
增持
NVDA
NVIDIA CORPORATION
+$38.3M
969,912
+25%
增持
GOOGL
ALPHABET INC
+$34.9M
332,700
+17%
增持
MTUM
ISHARES TR
+$34.8M
303,634
+89%
增持
QLTY
GMO ETF TRUST
+$34.0M
7,494,580
+7%
增持
IUSV
ISHARES TR
+$31.8M
2,594,909
+11%
增持
DYNF
BLACKROCK ETF TRUST
+$30.1M
2,922,087
+17%
减持
VTI
VANGUARD INDEX FDS
-$27.8M
305,016
-23%
增持
IBTH
ISHARES TR
+$25.8M
1,169,742
+4997%
增持
PTLC
PACER FDS TR
+$24.0M
439,212
+5561%
增持
SPIB
SPDR SERIES TRUST
+$23.4M
711,579
+3367%
清仓
KBDC
KAYNE ANDERSON BDC INC
-$23.2M
0
-100%
增持
GOOG
ALPHABET INC
+$23.0M
193,757
+25%
增持
AMZN
AMAZON COM INC
+$21.2M
481,288
+18%
增持
IVV
ISHARES TR
+$21.0M
288,582
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$20.3M
1,568,399
+89%
增持
VTV
VANGUARD INDEX FDS
+$18.6M
969,104
+9%
增持
AVGO
BROADCOM INC
+$17.8M
312,009
+16%
增持
AVNM
AMERICAN CENTY ETF TR
+$17.1M
1,944,852
+9%
增持
IJR
ISHARES TR
+$16.9M
244,511
+133%
增持
CWI
SPDR INDEX SHS FDS
+$16.8M
3,186,018
+14%
增持
VO
VANGUARD INDEX FDS
+$16.3M
313,237
+23%
增持
BAI
BLACKROCK ETF TRUST
+$15.5M
2,167,273
+31%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$15.4M
1,234,060
+36%
增持
LLY
ELI LILLY & CO
+$15.0M
38,834
+13%
增持
FNDX
SCHWAB STRATEGIC TR
+$14.5M
870,013
+150%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$14.4M
311,542
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$13.8M
1,802,258
+19%
增持
IWF
ISHARES TR
+$13.3M
44,105
+173%
增持
VFLO
VICTORY PORTFOLIOS II
+$13.0M
2,635,628
+9%
减持
UPS
UNITED PARCEL SERVICE INC
+$11.8M
868,766
-1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$11.2M
210,248
+311%
增持
THRO
BLACKROCK ETF TRUST
+$11.2M
1,775,454
+17%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$10.9M
262,484
+923%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$10.8M
245,051
+159%
建仓
SLDE
SLIDE INS HLDGS INC
+$10.7M
550,502
增持
IAU
ISHARES GOLD TR
+$10.6M
649,154
+12%
增持
SPTI
SPDR SERIES TRUST
+$10.6M
5,757,906
+7%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$10.4M
112,162
增持
BINC
BLACKROCK ETF TRUST II
+$10.2M
2,218,853
+11%
增持
SPDW
SPDR INDEX SHS FDS
+$10.1M
463,573
+89%
增持
VUG
VANGUARD INDEX FDS
+$10.1M
817,895
+1%
增持
XAR
SPDR SERIES TRUST
+$9.4M
41,676
+1437%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.2M
105,225
+592%
增持
DBEF
DBX ETF TR
+$8.9M
255,184
+255%
增持
IUSB
ISHARES TR
+$8.9M
505,108
+62%
建仓
IQDG
WISDOMTREE TR
+$8.9M
213,386
建仓
FMDE
FIDELITY COVINGTON TRUST
+$8.5M
234,659
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$8.5M
54,089
-40%
增持
CAT
CATERPILLAR INC
+$8.4M
42,512
+27%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$8.4M
132,983
+807%
增持
SCHX
SCHWAB STRATEGIC TR
+$8.4M
725,392
+71%
增持
MBB
ISHARES TR
+$8.4M
1,271,085
+7%
增持
FLOT
ISHARES TR
+$8.3M
270,291
+152%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$8.3M
136,222
+3691%
增持
USTB
VICTORY PORTFOLIOS II
+$8.2M
2,598,695
+7%
增持
VB
VANGUARD INDEX FDS
+$8.1M
286,260
+11%
增持
SCHO
SCHWAB STRATEGIC TR
+$7.9M
1,889,316
+21%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$7.7M
159,448
+65%
增持
AGG
ISHARES TR
+$7.6M
176,777
+76%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$7.6M
15
+200%
增持
UBND
VICTORY PORTFOLIOS II
+$7.4M
5,819,517
+6%
增持
MDYG
SPDR SERIES TRUST
+$7.3M
89,545
+738%
增持
TSLA
TESLA INC
+$7.3M
99,176
+18%
减持
EFV
ISHARES TR
+$7.2M
2,272,686
-1%
建仓
TLTP
AMPLIFY ETF TR
+$7.1M
321,816
清仓
—
ISHARES TR
-$6.9M
0
-100%
减持
BIL
SPDR SERIES TRUST
-$6.9M
322,727
-19%
减持
STIP
ISHARES TR
-$6.7M
6,061
-91%
减持
HOLA
J P MORGAN EXCHANGE TRADED F
-$6.7M
244,689
-35%
增持
SPEM
SPDR INDEX SHS FDS
+$6.5M
291,883
+90%
增持
EFG
ISHARES TR
+$6.4M
211,861
+36%
减持
AXON
AXON ENTERPRISE INC
-$6.3M
12,221
-34%
增持
PYLD
PIMCO ETF TR
+$6.3M
283,470
+507%
增持
ORCL
ORACLE CORP
-$6.3M
88,171
+6%
增持
MU
MICRON TECHNOLOGY INC
+$6.2M
42,983
+18%
增持
WMT
WALMART INC
+$6.1M
340,015
+10%
建仓
SYSB
ISHARES TR
+$6.1M
67,483
建仓
VTEI
VANGUARD MUN BD FDS
+$6.0M
59,757
增持
NVR
NVR INC
+$6.0M
857
+2961%
增持
LRCX
LAM RESEARCH CORP
+$6.0M
66,421
+65%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$6.0M
155,110
+194%
增持
SCHA
SCHWAB STRATEGIC TR
+$6.0M
636,337
+46%
增持
—
EXXON MOBIL CORP
+$5.9M
347,295
+9%
建仓
AGGY
WISDOMTREE TR
+$5.8M
132,237
增持
SHLD
GLOBAL X FDS
+$5.8M
593,799
+28%
增持
JNJ
JOHNSON & JOHNSON
+$5.7M
194,854
+4%
增持
SPYG
SPDR SERIES TRUST
+$5.7M
537,327
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.5M
1,754,850
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$5.5M
59,246
+34%
增持
XLE
SELECT SECTOR SPDR TR
+$5.5M
265,482
+270%
增持
JPM
JPMORGAN CHASE & CO.
+$5.4M
171,329
+9%
增持
XSOE
WISDOMTREE TR
+$5.4M
146,326
+1666%
增持
DBMF
LITMAN GREGORY FDS TR
+$5.3M
293,747
+176%
增持
NFLX
NETFLIX INC
-$5.3M
161,613
+847%
减持
GOVT
ISHARES TR
-$5.2M
2,541,072
-8%
减持
DFGP
DIMENSIONAL ETF TRUST
-$5.1M
63,904
-58%
减持
DFAI
DIMENSIONAL ETF TRUST
-$5.1M
80,644
-64%
建仓
HIMU
BLACKROCK ETF TRUST II
+$5.0M
102,442
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$4.9M
2,193,385
+4%
减持
DFLV
DIMENSIONAL ETF TRUST
-$4.8M
67,593
-69%
增持
MRK
MERCK & CO INC
+$4.8M
158,043
+12%
增持
HD
HOME DEPOT INC
-$4.7M
77,793
+0%
增持
META
META PLATFORMS INC
+$4.7M
101,346
+20%
增持
MS
MORGAN STANLEY
+$4.7M
88,424
+28%
增持
COF
CAPITAL ONE FINL CORP
+$4.6M
40,364
+66%
清仓
ICF
ISHARES TR
-$4.6M
0
-100%
增持
VHT
VANGUARD WORLD FD
+$4.5M
30,972
+84%
增持
XLB
SELECT SECTOR SPDR TR
+$4.5M
140,670
+566%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$4.5M
103,550
+129%
增持
MSFT
MICROSOFT CORP
+$4.3M
367,461
+10%
增持
ANET
ARISTA NETWORKS INC
+$4.3M
95,640
+69%
增持
SIVR
ABRDN SILVER ETF TRUST
+$4.3M
149,453
+14%
增持
CNC
CENTENE CORP DEL
+$4.1M
156,332
+141%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.1M
135,421
+150%
减持
VEEV
VEEVA SYS INC
-$4.1M
45,119
-5%
增持
JAAA
JANUS DETROIT STR TR
+$4.1M
1,578,470
+6%
增持
CSCO
CISCO SYS INC
+$4.0M
262,146
+11%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.0M
55,745
-52%
增持
IVE
ISHARES TR
+$4.0M
103,211
+19%
增持
TEAM
ATLASSIAN CORPORATION
+$4.0M
31,565
+340%
增持
USIG
ISHARES TR
+$4.0M
1,322,577
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$3.9M
298,513
+30%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$3.9M
1,852,841
+12%
增持
MUB
ISHARES TR
+$3.9M
228,835
+18%
建仓
PSFF
PACER FDS TR
+$3.9M
119,961
减持
FNDF
SCHWAB STRATEGIC TR
-$3.9M
101,278
-49%
建仓
GARP
ISHARES TR
+$3.8M
55,718
建仓
RFV
INVESCO EXCHANGE TRADED FD T
+$3.8M
29,395
建仓
USMF
WISDOMTREE TR
+$3.7M
71,754
建仓
EES
WISDOMTREE TR
+$3.7M
64,594
减持
RBLX
ROBLOX CORP
-$3.7M
51,561
-9%
减持
FVAL
FIDELITY COVINGTON TRUST
-$3.6M
332,824
-17%
减持
FAST
FASTENAL CO
-$3.6M
400,925
-0%
增持
AXP
AMERICAN EXPRESS CO
+$3.6M
43,271
+16%
增持
—
CHUBB LIMITED
+$3.6M
43,764
+22%
增持
MEAR
ISHARES U S ETF TR
+$3.6M
107,594
+194%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$3.6M
114,992
减持
ISCF
ISHARES TR
-$3.5M
11,469
-88%
增持
COWZ
PACER FDS TR
+$3.5M
147,459
+57%
增持
V
VISA INC
+$3.5M
89,023
+10%
减持
VOO
VANGUARD INDEX FDS
-$3.5M
282,059
-4%
减持
PAYX
PAYCHEX INC
-$3.5M
24,308
-50%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.4M
183,840
+114%
增持
ITOT
ISHARES TR
+$3.4M
103,949
+26%
