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Merkkuri Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Merkkuri Wealth Advisors LLC

报告期 2026-03-31 · CIK 0002040317

持仓数

399

前50大市值合计

$132.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$17.0M

221,717

12.8%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$7.7M

169,808

5.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$6.0M

196,967

4.6%

IUSG ISHARES TR

CORE S&P US GWT

$5.9M

38,342

4.5%

IJH ISHARES TR

CORE S&P MCP ETF

$5.3M

78,004

4.0%

AGG ISHARES TR

CORE US AGGBD ET

$5.2M

52,044

3.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$5.1M

89,883

3.9%

IEFA ISHARES TR

CORE MSCI EAFE

$4.6M

50,348

3.4%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$4.1M

60,186

3.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$3.9M

6,767

3.0%

JSI JANUS DETROIT STR TR

HENDERSON SECURI

$3.9M

75,627

2.9%

FTHI FIRST TR EXCHANGE TRADED FD

BUYWRIT INCM ETF

$3.4M

149,549

2.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$3.0M

4,612

2.3%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$3.0M

48,388

2.2%

IVE ISHARES TR

S&P 500 VAL ETF

$2.7M

12,743

2.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$2.6M

98,787

2.0%

IVW ISHARES TR

S&P 500 GRWT ETF

$2.5M

21,795

1.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$2.5M

42,211

1.9%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$2.3M

69,544

1.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$2.3M

11,865

1.7%

IYJ ISHARES TR

US INDUSTRIALS

$2.1M

14,446

1.6%

ILDR FIRST TR EXCHNG TRADED FD VI

INNOVATION LEAD

$2.0M

68,805

1.6%

IAGG ISHARES TR

CORE INTL AGGR

$2.0M

39,933

1.5%

MCH MATTHEWS ASIA FDS

CHINA ACTIVE ETF

$1.9M

71,289

1.4%

NFTY FIRST TR EXCH TRD ALPHDX FD

INDIA NFTY50 EQW

$1.8M

35,391

1.4%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$1.6M

17,799

1.2%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$1.6M

26,188

1.2%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$1.6M

69,138

1.2%

CORO BLACKROCK ETF TRUST

ISHARES INTL CTR

$1.6M

49,621

1.2%

IUSB ISHARES TR

CORE UNIVRSL USD

$1.5M

32,687

1.1%

XTEN BONDBLOXX ETF TRUST

BLOOMBERG TEN YR

$1.5M

32,485

1.1%

ACWX ISHARES TR

MSCI ACWI EX US

$1.5M

21,732

1.1%

FPEI FIRST TR EXCH TRADED FD III

INSTL PFD SECS

$1.5M

76,850

1.1%

AMZN AMAZON COM INC

COM

$1.3M

6,477

1.0%

EFV ISHARES TR

EAFE VALUE ETF

$1.3M

16,985

1.0%

QUAL ISHARES TR

MSCI USA QLT FCT

$1.2M

6,396

0.9%

IYH ISHARES TR

US HLTHCARE ETF

$1.1M

18,310

0.9%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$1.1M

13,997

0.9%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$1.1M

30,152

0.8%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$1.1M

9,580

0.8%

IVV ISHARES TR

CORE S&P500 ETF

$1.0M

1,592

0.8%

VGT VANGUARD WORLD FD

INF TECH ETF

$998.1K

1,431

0.8%

MBB ISHARES TR

MBS ETF

$944.2K

9,944

0.7%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$885.1K

8,012

0.7%

GOVT ISHARES TR

US TREAS BD ETF

$847.0K

36,971

0.6%

IWY ISHARES TR

RUS TP200 GR ETF

$842.2K

3,384

0.6%

BLCR BLACKROCK ETF TRUST

ISHARES LARGE CA

$830.3K

20,221

0.6%

— EXXON MOBIL CORP

COM

$824.4K

4,859

0.6%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$810.5K

11,441

0.6%

AAPL APPLE INC

COM

$700.1K

2,759

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

SPYM12.8%FBND5.9%SCHD4.6%IUSG4.5%IJH4.0%AGG3.9%