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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
$132.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 83 项
建仓 3
增持 47
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.4M
3,116
-1%
增持
SPYM
SPDR SER TR
+$3.0M
137,024
+44%
减持
IEFA
ISHARES TR
-$2.2M
56,767
-28%
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
IJH
ISHARES TR
+$1.3M
66,907
+46%
减持
AVUV
AMERICAN CENTY ETF TR
-$611.1K
13,268
-33%
减持
IUSB
ISHARES TR
-$486.6K
42,464
-17%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$396.8K
4,177
建仓
MSTR
MICROSTRATEGY INC
+$385.4K
1,331
减持
IVV
ISHARES TR
-$369.9K
6,361
-11%
增持
IUSG
ISHARES TR
+$362.9K
32,595
+3%
减持
ESGU
ISHARES TR
-$360.6K
6,891
-30%
增持
IVW
ISHARES TR
+$308.9K
19,506
+12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$270.8K
114,688
+10%
减持
QQQ
INVESCO QQQ TR
+$269.4K
11,891
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$244.0K
34,691
+12%
减持
AMZN
AMAZON COM INC
+$234.1K
7,343
-1%
建仓
BINC
BLACKROCK ETF TRUST II
+$232.4K
4,468
增持
FTHI
FIRST TR EXCHANGE-TRADED FD
+$225.2K
100,493
+9%
清仓
FTGC
FIRST TR EXCHANGE-TRADED FD VII FIRST GLOBAL TACTICAL COMMODITY STRATEGY FD
-$218.6K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$214.2K
8,700
-29%
减持
IYH
ISHARES TR
-$213.3K
27,822
-1%
清仓
ARKK
ARK ETF TRUST INNOVATION ETF
-$210.4K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$201.8K
72,021
+9%
增持
VNLA
JANUS DETROIT STR TR
+$181.4K
39,202
+11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$177.6K
21,832
-2%
增持
AGG
ISHARES TR
+$173.7K
35,373
+10%
增持
QUAL
ISHARES TR
+$165.1K
10,389
+11%
增持
GLDM
WORLD GOLD TR
+$152.4K
19,007
+19%
增持
SCHZ
SCHWAB STRATEGIC TR
+$122.8K
30,864
+154%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$120.5K
12,116
-16%
增持
EFG
ISHARES TR
+$115.5K
17,413
+19%
增持
IVE
ISHARES TR
+$112.3K
4,833
+18%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$107.7K
34,424
+10%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$99.3K
10,410
-14%
增持
FDEM
FIDELITY COVINGTON TRUST
-$98.4K
61,534
+1%
增持
AAPL
APPLE INC
+$91.6K
4,862
+1%
增持
GOOG
ALPHABET INC
+$88.2K
3,742
+0%
增持
EMXC
ISHARES INC
+$85.7K
14,611
+23%
增持
IAGG
ISHARES TR
+$76.5K
17,449
+14%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$70.0K
9,098
-12%
减持
GOOGL
ALPHABET INC
+$68.1K
3,006
-0%
增持
IYW
ISHARES TR
+$65.9K
8,023
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$62.9K
15,259
-13%
减持
XLE
SELECT SECTOR SPDR TR
-$58.3K
19,143
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$58.0K
9,378
+11%
减持
—
EXXON MOBIL CORP
-$56.5K
4,804
-2%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$55.7K
18,447
-12%
增持
XLK
SELECT SECTOR SPDR TR
+$48.9K
2,174
+8%
增持
MOAT
VANECK ETF TRUST
-$47.9K
16,082
+1%
减持
GLD
SPDR GOLD TR
-$44.8K
1,095
-14%
增持
MUB
ISHARES TR
+$41.8K
6,476
+9%
增持
IWY
ISHARES TR
+$41.7K
2,705
+0%
增持
MBB
ISHARES TR
+$40.8K
7,069
+12%
增持
IGV
ISHARES TR
+$40.5K
3,768
+0%
减持
MSFT
MICROSOFT CORP
-$39.3K
2,187
-2%
减持
DGRO
ISHARES TR
-$39.1K
28,344
-0%
减持
USMV
ISHARES TR
-$37.1K
2,310
-13%
减持
HEFA
ISHARES TR
-$36.6K
18,145
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$31.6K
10,566
-3%
减持
FPE
FIRST TR EXCH TRADED FD III
-$31.5K
14,656
-9%
增持
VGT
VANGUARD WORLD FD
+$28.5K
776
+0%
增持
EFA
ISHARES TR
-$26.0K
3,790
+1%
减持
SJB
PROSHARES TR
-$23.5K
12,078
-11%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$20.8K
23,726
-5%
增持
TLT
ISHARES TR
+$20.2K
3,385
+21%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$18.1K
2,623
+0%
增持
IWL
ISHARES TR
+$18.0K
3,872
+0%
增持
EFV
ISHARES TR
-$16.1K
34,594
+9%
增持
ARCC
ARES CAPITAL CORP
+$14.4K
15,117
+0%
增持
VOO
VANGUARD INDEX FDS
+$13.7K
614
+2%
增持
IJK
ISHARES TR
-$12.4K
15,748
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$11.3K
7,936
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$10.5K
4,677
+2%
减持
IYJ
ISHARES TR
-$9.3K
12,582
-0%
增持
IEMG
ISHARES INC
-$9.3K
43,937
+9%
增持
—
OXFORD LANE CAP CORP
+$8.9K
12,188
+21%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$6.6K
7,003
-1%
增持
VTEB
VANGUARD MUN BD FDS
-$6.0K
11,558
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$4.1K
375,023
+209%
增持
IFRA
ISHARES TR
+$4.1K
5,026
+3%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.4K
5,807
+0%
增持
PCEF
INVESCO EXCH TRADED FD TR II
-$2.0K
13,615
+2%
减持
COST
COSTCO WHSL CORP NEW
-$799
310
-3%