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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 82 项
建仓 4
增持 29
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
JSI
JANUS DETROIT STR TR
+$2.3M
44,617
减持
QQQ
INVESCO QQQ TR
-$1.9M
8,806
-26%
建仓
MCH
MATTHEWS ASIA FDS
+$1.7M
70,829
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
SPY
SPDR S&P 500 ETF TR
-$1.6M
8,231
-22%
减持
IEMG
ISHARES INC
-$1.5M
13,860
-68%
增持
SPYM
SPDR SER TR
+$1.3M
162,913
+19%
减持
VNLA
JANUS DETROIT STR TR
-$1.1M
16,725
-57%
减持
IEFA
ISHARES TR
-$892.6K
40,939
-28%
清仓
BSV
VANGUARD BD INDEX FDS
-$724.6K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$708.0K
341,117
-9%
减持
EFG
ISHARES TR
-$618.5K
10,677
-39%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$580.9K
18,731
-14%
清仓
VTEB
VANGUARD MUN BD FDS
-$579.4K
0
-100%
减持
IJK
ISHARES TR
-$554.9K
10,532
-33%
增持
IVE
ISHARES TR
+$550.0K
7,726
+60%
减持
AAPL
APPLE INC
-$474.0K
3,347
-31%
减持
IVV
ISHARES TR
-$455.3K
5,854
-8%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$417.1K
9,064
建仓
XTEN
BONDBLOXX ETF TRUST
+$398.0K
8,546
减持
MSFT
MICROSOFT CORP
-$386.0K
1,427
-35%
减持
FBND
FIDELITY MERRIMACK STR TR
-$334.7K
105,396
-8%
减持
GOOGL
ALPHABET INC
-$323.6K
1,587
-47%
减持
FTHI
FIRST TR EXCHANGE TRADED FD
-$318.2K
92,421
-8%
增持
GLDM
WORLD GOLD TR
+$314.3K
21,045
+11%
增持
QUAL
ISHARES TR
+$305.7K
12,615
+21%
减持
XLK
SELECT SECTOR SPDR TR
-$305.1K
970
-55%
清仓
TLT
ISHARES TR
-$295.6K
0
-100%
清仓
EFA
ISHARES TR
-$286.6K
0
-100%
清仓
PCEF
INVESCO EXCH TRADED FD TR II
-$260.9K
0
-100%
减持
AGG
ISHARES TR
-$244.8K
32,176
-9%
清仓
IFRA
ISHARES TR
-$232.6K
0
-100%
减持
ESGU
ISHARES TR
-$231.9K
5,379
-22%
增持
IUSG
ISHARES TR
-$223.0K
33,987
+4%
减持
AMZN
AMAZON COM INC
-$221.3K
7,304
-1%
减持
EMXC
ISHARES INC
-$177.0K
11,494
-21%
增持
IJH
ISHARES TR
-$176.0K
68,431
+2%
减持
MOAT
VANECK ETF TRUST
-$170.5K
15,008
-7%
增持
HEFA
ISHARES TR
+$160.3K
21,793
+20%
减持
IWL
ISHARES TR
-$156.6K
2,938
-24%
减持
MBB
ISHARES TR
-$141.2K
5,404
-24%
增持
IYW
ISHARES TR
-$133.8K
8,160
+2%
增持
NVDA
NVIDIA CORPORATION
+$132.2K
5,081
+63%
减持
AVUV
AMERICAN CENTY ETF TR
-$126.5K
13,242
-0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$122.7K
21,947
-7%
减持
EFV
ISHARES TR
-$119.0K
28,778
-17%
减持
PAVE
GLOBAL X FDS
-$117.9K
7,569
-24%
减持
IYJ
ISHARES TR
-$102.3K
12,118
-4%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$85.8K
33,027
-4%
减持
IYH
ISHARES TR
-$79.9K
25,313
-9%
减持
IAGG
ISHARES TR
-$75.7K
15,911
-9%
增持
IWY
ISHARES TR
-$65.3K
2,708
+0%
减持
MUB
ISHARES TR
-$64.1K
5,936
-8%
增持
IUSB
ISHARES TR
+$60.9K
42,975
+1%
增持
VGT
VANGUARD WORLD FD
-$60.6K
778
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$57.8K
32,747
+6%
减持
—
EXXON MOBIL CORP
+$48.3K
4,752
-1%
增持
IVW
ISHARES TR
-$40.3K
20,900
+7%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$40.0K
7,969
+0%
增持
USMV
ISHARES TR
+$38.8K
2,604
+13%
减持
GLD
SPDR GOLD TR
+$36.0K
1,045
-5%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$34.3K
73,112
+2%
减持
COST
COSTCO WHSL CORP NEW
-$30.0K
269
-13%
增持
DYNF
BLACKROCK ETF TRUST
+$28.6K
37,049
+7%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$28.2K
8,219
-6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$27.3K
4,583
+10%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$27.2K
2,627
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$24.2K
17,288
-10%
增持
BINC
BLACKROCK ETF TRUST II
+$15.4K
4,731
+6%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$14.1K
5,573
-4%
增持
—
OXFORD LANE CAP CORP
+$11.2K
15,466
+27%
增持
VOO
VANGUARD INDEX FDS
-$10.7K
623
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.8K
4,711
+1%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$8.7K
10,368
-0%
减持
DGRO
ISHARES TR
-$7.1K
28,027
-1%
减持
FDEM
FIDELITY COVINGTON TRUST
-$6.8K
60,495
-2%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.8K
15,430
+1%
增持
MSTR
MICROSTRATEGY INC
+$5.4K
1,356
+2%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$5.0K
18,644
+1%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$2.2K
7,105
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.1K
14,867
+1%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$977
8,987
-1%
减持
SJB
PROSHARES TR
-$867
12,046
-0%