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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 108
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
CORO
BLACKROCK ETF TRUST
+$160.2M
4,981,377
增持
GOVT
ISHARES TR
+$62.0M
5,260,410
+107%
减持
MGK
VANGUARD WORLD FD
-$61.9M
542,393
-14%
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
USIG
ISHARES TR
-$50.2M
356,337
-73%
减持
IEMG
ISHARES INC
-$42.7M
1,878,466
-27%
增持
VUG
VANGUARD INDEX FDS
-$39.0M
824,223
+1%
增持
IUSG
ISHARES TR
+$30.0M
1,954,232
+20%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$26.5M
493,707
-73%
增持
QQQ
INVESCO QQQ TR
+$26.3M
234,335
+32%
增持
—
EXXON MOBIL CORP
+$23.6M
385,315
+11%
增持
DFAC
DIMENSIONAL ETF TRUST
+$22.8M
1,123,648
+113%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$21.9M
575,358
+512%
增持
SHLD
GLOBAL X FDS
+$21.0M
839,041
+41%
增持
IUSV
ISHARES TR
+$19.1M
2,788,906
+7%
增持
NVDA
NVIDIA CORPORATION
+$18.9M
1,145,825
+18%
增持
JNK
SPDR SERIES TRUST
+$18.0M
192,967
+4290%
增持
BIL
SPDR SERIES TRUST
+$17.9M
517,551
+60%
增持
MSFT
MICROSOFT CORP
-$17.9M
431,780
+18%
增持
DYNF
BLACKROCK ETF TRUST
+$17.4M
3,352,902
+15%
增持
MGV
VANGUARD WORLD FD
+$15.7M
1,336,897
+6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$15.4M
446,486
+257%
增持
ILF
ISHARES TR
+$14.6M
427,672
+2128%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$14.0M
368,614
+138%
增持
EFV
ISHARES TR
+$13.9M
2,370,127
+4%
减持
VTI
VANGUARD INDEX FDS
-$13.7M
275,951
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$13.5M
87,282
+421%
增持
VTEB
VANGUARD MUN BD FDS
+$13.5M
554,843
+96%
增持
CWI
SPDR INDEX SHS FDS
+$13.2M
3,488,600
+9%
增持
EEM
ISHARES TR
+$13.2M
272,554
+556%
增持
LQD
ISHARES TR
+$12.8M
166,961
+238%
减持
VOO
VANGUARD INDEX FDS
-$12.6M
274,941
-3%
增持
LRCX
LAM RESEARCH CORP
+$12.6M
112,136
+69%
增持
IVV
ISHARES TR
+$12.2M
321,276
+11%
减持
META
META PLATFORMS INC
-$12.2M
95,625
-6%
增持
VO
VANGUARD INDEX FDS
+$12.1M
358,773
+15%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$12.1M
419,457
+71%
增持
SPTI
SPDR SERIES TRUST
+$11.9M
6,208,354
+8%
增持
JNJ
JOHNSON & JOHNSON
+$11.9M
213,524
+10%
增持
IWM
ISHARES TR
+$11.8M
70,663
+205%
增持
TLT
ISHARES TR
+$11.8M
144,578
+1594%
增持
MO
ALTRIA GROUP INC
+$11.7M
335,656
+85%
增持
DFIV
DIMENSIONAL ETF TRUST
+$11.6M
289,269
+292%
增持
COST
COSTCO WHOLESALE CORPORATION
+$11.5M
42,027
+20%
建仓
IJS
ISHARES TR
+$11.4M
96,173
增持
AVNM
AMERICAN CENTY ETF TR
+$11.4M
2,026,345
+4%
增持
UBND
VICTORY PORTFOLIOS II
+$11.1M
6,387,075
+10%
增持
WMT
WALMART INC
+$11.0M
393,029
+16%
增持
CVX
CHEVRON CORPORATION
+$10.8M
153,801
+12%
增持
BAI
BLACKROCK ETF TRUST
+$10.8M
2,517,315
+16%
清仓
SLDE
SLIDE INS HLDGS INC
-$10.7M
0
-100%
增持
USTB
VICTORY PORTFOLIOS II
+$10.7M
2,822,911
+9%
增持
VTV
VANGUARD INDEX FDS
+$10.7M
997,691
+3%
减持
OEF
ISHARES TR
-$10.6M
52,578
-34%
增持
KO
COCA COLA CO
+$10.1M
345,534
+49%
增持
FAST
FASTENAL CO
+$10.0M
563,331
+41%
增持
EXEL
EXELIXIS INC
+$9.8M
318,113
+266%
增持
SUB
ISHARES TR
+$8.8M
241,506
+52%
增持
ANET
ARISTA NETWORKS INC
+$8.7M
172,832
+81%
增持
MBB
ISHARES TR
+$8.4M
1,363,626
+7%
增持
CAT
CATERPILLAR INC
+$8.4M
46,270
+9%
减持
FVAL
FIDELITY COVINGTON TRUST
-$8.3M
226,693
-32%
增持
VFLO
VICTORY PORTFOLIOS II
+$7.6M
2,822,537
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$7.5M
165,793
-7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$7.5M
230,191
+1052%
增持
VB
VANGUARD INDEX FDS
+$7.4M
310,293
+8%
增持
CRM
SALESFORCE INC
+$7.4M
86,578
+161%
增持
MRK
MERCK & CO INC
+$7.0M
196,841
+25%
增持
MTUM
ISHARES TR
+$6.9M
345,340
+14%
建仓
IWC
ISHARES TR
+$6.9M
43,071
增持
GOOGL
ALPHABET INC
-$6.5M
338,760
+2%
增持
AMZN
AMAZON COM INC
-$6.4M
502,724
+4%
增持
THRO
BLACKROCK ETF TRUST
+$6.4M
2,065,477
+16%
增持
IAGG
ISHARES TR
+$6.3M
905,012
+16%
增持
BINC
BLACKROCK ETF TRUST II
+$6.2M
2,374,421
+7%
增持
EXPE
EXPEDIA GROUP INC
+$6.1M
51,470
+152%
减持
NVR
NVR INC
-$6.0M
37
-96%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$6.0M
122,491
-23%
增持
EFAV
ISHARES TR
+$5.9M
129,395
+89%
增持
VTIP
VANGUARD MALVERN FDS
+$5.8M
178,706
+186%
增持
VWOB
VANGUARD WHITEHALL FDS
+$5.8M
183,650
+98%
增持
USFR
WISDOMTREE TR
+$5.7M
380,923
+42%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$5.6M
1,357,368
+10%
增持
FMDE
FIDELITY COVINGTON TRUST
+$5.5M
391,156
+67%
减持
SPYG
SPDR SERIES TRUST
-$5.5M
529,851
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$5.4M
281,329
+6%
建仓
DISV
DIMENSIONAL ETF TRUST
+$5.3M
133,763
增持
GEV
GE VERNOVA INC
+$5.2M
17,297
+15%
增持
COP
CONOCOPHILLIPS
+$5.0M
82,481
+31%
减持
ORCL
ORACLE CORP
-$4.9M
83,261
-6%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$4.9M
153,017
减持
COF
CAPITAL ONE FINL CORP
-$4.8M
27,197
-33%
增持
PVAL
PUTNAM ETF TRUST
+$4.7M
215,034
+87%
增持
AAPL
APPLE INC
+$4.7M
1,009,481
+10%
增持
PG
PROCTER & GAMBLE CO
+$4.6M
284,647
+12%
增持
ADI
ANALOG DEVICES INC
+$4.6M
32,411
+53%
减持
HOLA
J P MORGAN EXCHANGE TRADED F
-$4.6M
156,489
-36%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.5M
462,130
+59%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.3M
117,682
+289%
减持
IUSB
ISHARES TR
-$4.3M
416,141
-18%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.3M
135,733
+29%
增持
AMAT
APPLIED MATLS INC
+$4.2M
39,256
+10%
增持
IJK
ISHARES TR
+$4.2M
52,222
+391%
建仓
IDEF
BLACKROCK ETF TRUST
+$4.2M
127,008
增持
MU
MICRON TECHNOLOGY INC
+$4.1M
48,434
+13%
减持
SCHD
SCHWAB STRATEGIC TR
+$4.1M
1,535,104
-2%
建仓
DRKY
TIDAL TRUST III
+$4.0M
208,234
减持
UNH
UNITEDHEALTH GROUP INC
-$4.0M
25,764
-22%
减持
ABT
ABBOTT LABORATORIES
-$4.0M
63,805
-24%
增持
SCHG
SCHWAB STRATEGIC TR
-$4.0M
1,802,481
+4%
增持
TSLA
TESLA INC
-$4.0M
109,284
+10%
减持
IYW
ISHARES TR
-$3.9M
84,632
-12%
增持
T
AT&T INC
+$3.9M
546,942
+14%
增持
EFG
ISHARES TR
+$3.9M
251,742
+19%
增持
SCHO
SCHWAB STRATEGIC TR
+$3.9M
2,057,653
+9%
减持
SPTS
SPDR SERIES TRUST
-$3.9M
234,328
-36%
增持
DBMF
LITMAN GREGORY FDS TR
+$3.9M
402,206
+37%
增持
FIX
COMFORT SYS USA INC
+$3.9M
6,819
+15%
增持
NFLX
NETFLIX INC.
+$3.9M
197,645
+22%
建仓
BLCR
BLACKROCK ETF TRUST
+$3.9M
93,765
减持
TEAM
ATLASSIAN CORPORATION
-$3.8M
18,834
-40%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.8M
21
+40%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.7M
94,358
+1593%
增持
QUAL
ISHARES TR
+$3.7M
501,905
+8%
减持
MA
MASTERCARD INCORPORATED
-$3.7M
34,685
-6%
增持
BSX
BOSTON SCIENTIFIC CORP
-$3.7M
147,762
+9%
增持
SPHY
SPDR SERIES TRUST
+$3.7M
333,697
+91%
增持
JAAA
JANUS DETROIT STR TR
+$3.6M
1,657,452
+5%
增持
ADBE
ADOBE INC
-$3.6M
35,518
+1%
增持
V
VISA INC
-$3.6M
91,458
+3%
减持
IEFA
ISHARES TR
-$3.6M
541,491
-8%
增持
LMT
LOCKHEED MARTIN CORP
+$3.6M
21,704
+10%
减持
SPYI
NEOS ETF TRUST
-$3.5M
381,394
-10%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.5M
186,954
+153%
减持
—
ACCENTURE PLC IRELAND
-$3.5M
24,134
-22%
增持
XLY
SELECT SECTOR SPDR TR
+$3.4M
89,868
+69%
增持
MCD
MCDONALDS CORP
+$3.4M
51,263
+25%
减持
PYLD
PIMCO ETF TR
-$3.4M
158,896
-44%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$3.4M
1,910,571
+6%
建仓
IGBH
ISHARES U S ETF TR
+$3.4M
138,872
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.3M
197,698
+22%
增持
INMU
BLACKROCK ETF TRUST II
+$3.3M
252,938
+122%
减持
APP
APPLOVIN CORP
-$3.3M
8,879
-12%
清仓
—
ASTRAZENECA PLC
-$3.2M
0
-100%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$3.2M
146,412
+168%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.1M
290,905
+4%
减持
DIA
STATE STR SPDR DOW JONES IND
-$3.1M
18,776
-23%
增持
FELG
FIDELITY COVINGTON TRUST
+$3.0M
129,480
+198%
减持
ACWX
ISHARES TR
-$3.0M
316,932
-14%
增持
KLAC
KLA CORP
+$3.0M
8,817
+7%
增持
SJNK
SPDR SERIES TRUST
+$3.0M
380,532
+48%