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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 82 项
建仓 3
增持 45
减持 29
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SERIES TRUST
+$2.7M
219,293
+10%
清仓
IYW
ISHARES TR
-$1.4M
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.3M
39,560
+108%
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
EFG
ISHARES TR
-$876.5K
2,600
-75%
减持
DGRO
ISHARES TR
-$860.0K
12,084
-54%
增持
DYNF
BLACKROCK ETF TRUST
+$768.1K
53,545
+21%
增持
BAI
BLACKROCK ETF TRUST
+$756.9K
35,670
+123%
减持
EFV
ISHARES TR
-$712.8K
31,143
-30%
增持
IUSG
ISHARES TR
+$694.6K
41,829
+2%
减持
IVV
ISHARES TR
-$614.5K
1,719
-40%
减持
AVUV
AMERICAN CENTY ETF TR
-$588.0K
8,324
-46%
建仓
SHLD
GLOBAL X FDS
+$579.5K
8,250
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$567.8K
8,735
增持
GLDM
WORLD GOLD TR
+$564.7K
23,229
+26%
清仓
MSTR
MICROSTRATEGY INC
-$556.1K
0
-100%
增持
MCH
MATTHEWS ASIA FDS
+$498.6K
79,180
+2%
建仓
AVEM
AMERICAN CENTY ETF TR
+$477.8K
6,361
增持
FBND
FIDELITY MERRIMACK STR TR
+$472.5K
119,301
+8%
减持
IUSB
ISHARES TR
-$421.8K
25,256
-27%
增持
VGT
VANGUARD WORLD FD
+$409.7K
1,410
+46%
增持
IEFA
ISHARES TR
+$369.0K
51,711
+4%
增持
AGG
ISHARES TR
+$368.5K
36,623
+10%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$368.3K
15,092
-15%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$345.0K
0
-100%
减持
QUAL
ISHARES TR
-$337.7K
12,774
-17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$336.1K
89,874
+7%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$329.3K
63,568
+8%
增持
FTHI
FIRST TR EXCHANGE TRADED FD
+$316.4K
108,601
+10%
减持
SPY
SPDR S&P 500 ETF TR
-$303.5K
5,878
-14%
增持
IVW
ISHARES TR
+$285.3K
20,913
+3%
增持
IJH
ISHARES TR
+$272.1K
79,530
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$265.2K
20,752
+11%
增持
IWY
ISHARES TR
+$256.6K
3,379
+25%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$251.7K
23,621
+16%
增持
JSI
JANUS DETROIT STR TR
+$238.1K
51,890
+10%
增持
IYH
ISHARES TR
+$236.8K
31,945
+10%
增持
IYJ
ISHARES TR
+$196.4K
12,981
+9%
增持
PYLD
PIMCO ETF TR
+$192.0K
68,976
+10%
清仓
SJB
PROSHARES TR
-$181.8K
0
-100%
减持
MOAT
VANECK ETF TRUST
-$180.5K
8,384
-22%
减持
QQQ
INVESCO QQQ TR
-$171.8K
7,813
-11%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$168.9K
8,087
-46%
减持
SCHD
SCHWAB STRATEGIC TR
-$153.0K
336,336
-5%
增持
IVE
ISHARES TR
+$152.6K
10,014
+2%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$138.6K
5,885
-33%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$135.1K
4,992
-31%
减持
IEMG
ISHARES INC
-$133.0K
23,913
-16%
减持
AAPL
APPLE INC
+$126.7K
2,754
-2%
减持
GOOG
ALPHABET INC
+$121.6K
1,969
-2%
增持
IAGG
ISHARES TR
+$120.7K
28,191
+9%
增持
GOOGL
ALPHABET INC
+$89.4K
1,335
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$82.3K
48,425
+7%
增持
XTEN
BONDBLOXX ETF TRUST
+$82.1K
25,986
+6%
增持
VNLA
JANUS DETROIT STR TR
+$78.1K
18,421
+9%
减持
MUB
ISHARES TR
-$75.0K
2,664
-22%
增持
THRO
BLACKROCK ETF TRUST
+$73.6K
30,056
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$67.7K
2,946
+12%
清仓
—
OXFORD LANE CAP CORP
-$64.4K
0
-100%
增持
MSFT
MICROSOFT CORP
+$55.6K
1,336
+4%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$48.1K
5,921
-17%
增持
VOO
VANGUARD INDEX FDS
+$47.1K
676
+5%
减持
XLK
SELECT SECTOR SPDR TR
-$44.8K
1,165
-21%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$43.9K
6,383
-1%
减持
NVDA
NVIDIA CORPORATION
+$36.4K
1,520
-3%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$35.3K
10,214
-11%
增持
PAVE
GLOBAL X FDS
+$31.4K
7,584
+0%
增持
—
EXXON MOBIL CORP
+$29.8K
4,835
+1%
增持
MBB
ISHARES TR
+$29.5K
5,771
+4%
减持
HEFA
ISHARES TR
-$27.0K
11,937
-9%
增持
BINC
BLACKROCK ETF TRUST II
+$25.3K
6,848
+7%
增持
IJK
ISHARES TR
+$25.3K
4,990
+0%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$25.2K
7,365
-11%
增持
IWL
ISHARES TR
+$21.9K
1,641
+0%
减持
GLD
SPDR GOLD TR
+$18.2K
913
-9%
减持
ESGU
ISHARES TR
+$17.0K
2,298
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.5K
4,825
+1%
增持
FPE
FIRST TR EXCH TRADED FD III
+$9.4K
13,491
+1%
减持
AMZN
AMAZON COM INC
-$8.8K
6,228
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$8.4K
8,051
+1%
增持
COST
COSTCO WHSL CORP NEW
-$7.7K
276
+4%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$6.4K
5,898
+3%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$5.5K
34,074
+5%
