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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 83 项
建仓 4
增持 38
减持 37
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$3.8M
199,609
+23%
增持
IUSG
ISHARES TR
+$1.9M
41,143
+21%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
58,766
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。
建仓
PYLD
PIMCO ETF TR
+$1.7M
62,523
清仓
FDEM
FIDELITY COVINGTON TRUST
-$1.5M
0
-100%
减持
IVV
ISHARES TR
-$1.5M
2,842
-51%
增持
EFV
ISHARES TR
+$1.1M
44,506
+55%
建仓
THRO
BLACKROCK ETF TRUST
+$1.1M
29,913
增持
IEFA
ISHARES TR
+$1.0M
49,663
+21%
增持
IEMG
ISHARES INC
+$961.2K
28,474
+105%
增持
IJH
ISHARES TR
+$925.0K
79,297
+16%
增持
QQQ
INVESCO QQQ TR
+$733.1K
8,815
+0%
增持
XTEN
BONDBLOXX ETF TRUST
+$731.6K
24,472
+186%
增持
QUAL
ISHARES TR
+$666.4K
15,437
+22%
清仓
EMXC
ISHARES INC
-$633.2K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$618.1K
84,357
+15%
增持
DYNF
BLACKROCK ETF TRUST
+$595.2K
44,101
+19%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$573.6K
19,015
+110%
增持
IAGG
ISHARES TR
+$528.1K
25,905
+63%
建仓
BAI
BLACKROCK ETF TRUST
+$461.6K
16,000
增持
IVE
ISHARES TR
+$443.0K
9,801
+27%
减持
IJK
ISHARES TR
-$423.9K
4,982
-53%
减持
SPY
SPDR S&P 500 ETF TR
-$384.8K
6,829
-17%
减持
IUSB
ISHARES TR
-$378.8K
34,642
-19%
减持
ESGU
ISHARES TR
-$338.3K
2,347
-56%
减持
MOAT
VANECK ETF TRUST
-$309.2K
10,784
-28%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$304.7K
6,480
+41%
减持
NVDA
NVIDIA CORPORATION
-$303.5K
1,565
-69%
减持
IVW
ISHARES TR
+$299.2K
20,338
-3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$295.8K
45,363
+39%
减持
HEFA
ISHARES TR
-$291.0K
13,168
-40%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$276.1K
15,839
-46%
减持
MUB
ISHARES TR
-$267.2K
3,433
-42%
清仓
PDO
PIMCO DYNAMIC INCOME OPRNTS
-$264.7K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$262.2K
15,548
+17%
减持
IYW
ISHARES TR
+$257.4K
8,099
-1%
清仓
USMV
ISHARES TR
-$243.9K
0
-100%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$238.2K
98,843
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$232.7K
110,251
+5%
减持
GOOG
ALPHABET INC
-$226.7K
2,018
-46%
增持
VGT
VANGUARD WORLD FD
+$220.9K
969
+25%
增持
SCHD
SCHWAB STRATEGIC TR
-$202.6K
352,264
+3%
增持
MCH
MATTHEWS ASIA FDS
+$174.5K
77,514
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$172.8K
1,473
+52%
减持
AAPL
APPLE INC
-$168.8K
2,801
-16%
增持
MSTR
MICROSTRATEGY INC
+$165.3K
1,376
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$161.1K
20,425
-7%
减持
IWL
ISHARES TR
-$153.0K
1,638
-44%
增持
JSI
JANUS DETROIT STR TR
+$138.5K
47,020
+5%
增持
AGG
ISHARES TR
+$120.1K
33,296
+3%
减持
IYJ
ISHARES TR
+$119.6K
11,926
-2%
减持
EFG
ISHARES TR
+$104.9K
10,469
-2%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$103.5K
32,434
-2%
减持
MSFT
MICROSOFT CORP
+$100.4K
1,279
-10%
增持
IYH
ISHARES TR
+$97.8K
29,020
+15%
增持
IWY
ISHARES TR
+$96.9K
2,710
+0%
增持
BINC
BLACKROCK ETF TRUST II
+$91.4K
6,420
+36%
减持
GLDM
WORLD GOLD TR
-$91.3K
18,486
-12%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$86.3K
8,298
-20%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$57.7K
7,251
-12%
减持
IGV
ISHARES TR
-$49.9K
2,606
-31%
增持
—
EXXON MOBIL CORP
-$49.7K
4,781
+1%
减持
DGRO
ISHARES TR
-$48.8K
26,316
-6%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$47.7K
11,432
-6%
增持
VOO
VANGUARD INDEX FDS
+$47.0K
646
+4%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$43.5K
2,630
+0%
增持
XLE
SELECT SECTOR SPDR TR
-$26.9K
18,732
+8%
减持
FPE
FIRST TR EXCH TRADED FD III
-$24.8K
13,298
-11%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$13.6K
17,779
-5%
减持
AMZN
AMAZON COM INC
-$13.2K
6,274
-14%
增持
MBB
ISHARES TR
+$12.8K
5,535
+2%
减持
SJB
PROSHARES TR
-$12.4K
11,648
-3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$12.3K
8,009
+1%
减持
GOOGL
ALPHABET INC
-$10.4K
1,334
-16%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$10.2K
8,762
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.1K
4,767
+1%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$9.6K
5,752
+3%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$9.3K
14,969
-3%
减持
COST
COSTCO WHSL CORP NEW
+$9.0K
266
-1%
减持
—
OXFORD LANE CAP CORP
-$8.6K
15,323
-1%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$8.1K
18,046
-3%
增持
VNLA
JANUS DETROIT STR TR
+$7.8K
16,867
+1%
减持
GLD
SPDR GOLD TR
+$5.2K
1,005
-4%
