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

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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 80 项建仓 4增持 61减持 15

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORPORATION COM

+$3.5M

3,140 +341%

增持

SCHD SCHWAB US DIVIDEND EQUITY ETF

+$1.4M

121,255 +6%

增持

SPYM SPDR PORTFOLIO S&P 500 ETF

+$1.0M

94,922 +13%

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。

IEFA ISHARES TRUST CORE MSCI EAFE ETF

增持

FBND FIDELITY TOTAL BOND ETF

+$874.0K

104,304 +17%

增持

IUSB ISHARES TR CORE TOTAL USD

+$717.9K

51,060 +37%

增持

EFV ISHARES TR EAFE VALUE ETF

+$618.1K

31,831 +39%

减持

IVV ISHARES CORE S&P 500 ETF

-$586.5K

7,133 -17%

增持

AGG ISHARES CORE US AGGREGATE BOND ETF

+$585.3K

32,131 +17%

增持

JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM

+$569.0K

66,232 +11%

增持

IUSG ISHARES CORE S&P US GROWTH ETF

+$466.6K

31,682 +9%

减持

ESGU ISHARES TR ESG AWARE MSCI USA ETF

-$457.8K

9,893 -31%

增持

DYNF BLACKROCK ETF TRUST US EQT FACTOR

+$418.3K

31,007 +30%

增持

FTHI FIRST TRUST EXCHANGE-TRADED FUND VI FIRSTTRUST BUYWRITE INCOME ETF

+$408.2K

91,803 +21%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$400.1K

45,965 +9%

增持

IVW ISHARES S&P 500 GROWTH ETF

+$362.9K

17,456 +23%

增持

IYJ ISHARES TR US INDUSTRIALS

+$351.2K

12,637 +13%

增持

PDI PIMCO DYNAMIC INCOME FD COM USD0.00001

+$343.1K

29,119 +122%

增持

QUAL ISHARES TR MSCI USA QLT FCT

+$336.2K

9,398 +19%

建仓

ARCC ARES CAPITAL CORP COM

+$316.5K

15,116

增持

VNLA JANUS HENDERSON SHORT DURATION INCOME ETF

+$295.5K

35,399 +19%

增持

NFTY FIRST TR EXCH TRD ALPHDX FD II INDIA NFTY50 EQW

+$295.2K

31,386 +9%

增持

EMXC ISHARES MSCI EMR MRK EX CHNA

+$286.0K

11,855 +60%

建仓

COST COSTCO WHOLESALE CORP COM USD0.01

+$284.8K

321

减持

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT

+$283.3K

22,345 -1%

增持

FDEM FIDELITY EMERG MKTS MLTFT

+$282.6K

61,031 +14%

增持

IYH ISHARES US HEALTHCARE ETF

+$281.4K

28,223 +11%

增持

IVE ISHARES S&P 500 VALUE ETF

+$251.3K

4,109 +34%

减持

SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT

+$242.4K

10,847 -1%

建仓

IFRA ISHARES TR US INFRASTRUC

+$228.5K

4,865

增持

DGRO ISHARES TRUST CORE DIVID GWTH

+$210.5K

28,357 +4%

增持

SCHZ SCHWAB STRATEGIC TR US AGGREGATE BD ETF

+$204.6K

12,159 +49%

增持

CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF

+$188.3K

25,065 +9%

增持

GLDM WORLD GOLD TR SPDR GLD MINIS

+$180.1K

16,032 +13%

增持

AVUV AMERICAN CENTY ETF TR AVANTIS US SMALL CAP VALUE

+$171.6K

19,717 +3%

增持

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF

+$156.1K

40,127 +0%

增持

AAPL APPLE INC

+$150.9K

4,831 +4%

减持

HEFA ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETF

-$145.6K

18,836 -18%

增持

IAGG ISHARES INTL AGGREGATE BOND

+$143.9K

15,333 +18%

增持

XLE SELECT SECTOR SPDR TR ENERGY

+$135.6K

19,339 +13%

增持

BSV VANGUARD BD INDEX FDS SHORT TRM BOND

+$114.3K

8,471 +18%

增持

MBB ISHARES TR MBS ETF

+$103.6K

6,337 +16%

增持

IGV ISHARES TR EXPANDED TECH

+$99.4K

3,767 +38%

增持

MSFT MICROSOFT CORP

+$82.8K

2,233 +14%

增持

FPE FIRST TR EXCHANGE TRADED FD III FIRST TR PFD SECS & INCOME ETF

+$74.1K

16,071 +29%

增持

IJK ISHARES S&P MID-CAP 400 GROWTH ETF

+$63.4K

15,711 +0%

减持

EFG ISHARES TR EAFE GRWTH ETF

+$62.3K

14,589 -1%

增持

FDL FIRST TR MORNINGSTAR DIVID LEA SHS

+$61.3K

14,501 +1%

增持

XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS

+$60.0K

2,022 +15%

增持

GOOG ALPHABET INC CAP STK CL C

-$58.6K

3,735 +0%

增持

SPLV INVESCO EXCH TRADED FD TR II S&P500 LOW VOL

+$55.9K

7,901 +0%

建仓

— OXFORD LANE CAPITAL CORP

+$52.9K

10,088

减持

QQQ INVESCO QQQ TR UNIT SER 1

+$47.9K

11,903 -1%

增持

PAVE GLOBAL X FDS US INFR DEV ETF

+$42.1K

9,984 +0%

减持

USMV ISHARES TR MSCI USA MIN VOL

-$38.6K

2,652 -21%

减持

RDVY FIRST TR EXCHANGE-TRADED FD VI RISNG DIVD ACHIV

+$37.1K

12,074 -2%

增持

GLD SPDR GOLD TR GOLD SHS

+$36.8K

1,275 +0%

增持

MUB ISHARES NATIONAL MUNI BOND ETF

+$30.2K

5,967 +3%

增持

IWL ISHARES TR RUS TOP 200 ETF

+$26.7K

3,861 +0%

增持

VOO VANGUARD INDEX FUNDS S&P 500 ETF USD

+$26.6K

601 +3%

增持

— EXXON MOBIL CORP COM

+$23.7K

4,891 +2%

增持

VCIT VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF

+$21.6K

4,607 +1%

增持

VTEB VANGUARD MUN BD FDS TAX EXEMPT BD

+$21.6K

11,451 +2%

增持

UCON FIRST TR EXCHNG TRADED FD VIII TCW UNCONSTRAI

+$18.9K

17,468 +2%

减持

SJB PROSHARES SHORT HIGH YIELD

-$17.6K

13,499 -3%

增持

PCEF INVESCO EXCH TRADED FD TR II CEF INM COMPSI

+$17.3K

13,338 +2%

增持

FTSL FIRST TR EXCHANGE-TRADED FD IV SENIOR LN FD

+$16.4K

5,799 +7%

增持

HYLS FIRST TR EXCHANGE-TRADED FD IV FIRST TR TA HIYL

+$16.0K

7,053 +2%

增持

IWY ISHARES TR RUS TP200 GR ETF

+$15.7K

2,702 +0%

增持

FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION INV GRADE CORP ETF USD

+$15.6K

21,028 +2%

减持

IYW ISHARES US TECHNOLOGY ETF

-$12.3K

8,006 -2%

减持

TLT ISHARES TR 20 YR TR BD ETF

+$11.4K

2,807 -2%

减持

LMBS FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF

+$11.2K

10,379 -1%

增持

VGT VANGUARD WORLD FD INF TECH ETF

+$8.2K

774 +0%

增持

VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF

+$7.8K

2,619 +0%

增持

AMZN AMAZON.COM INC

-$7.7K

7,389 +3%

减持

ARKK ARK ETF TRUST INNOVATION ETF

-$1.6K

4,426 -8%

增持

FTGC FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD

+$1.4K

9,226 +2%

减持

FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHORT MATURITY ETF

-$534

12,263 -1%

增持

GOOGL ALPHABET INC CAP STK CL A

+$338

3,021 +10%