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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 95
增持 33
减持 22
方向
标的
Δ市值
现股数(环比)
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.2M
149
-100%
建仓
CORO
BLACKROCK ETF TRUST
+$1.6M
49,621
建仓
ACWX
ISHARES TR
+$1.5M
21,732
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
IEMG
ISHARES INC
-$1.3M
2,581
-89%
减持
INTC
INTEL CORP
-$1.3M
117
-100%
建仓
GOVT
ISHARES TR
+$847.0K
36,971
建仓
BLCR
BLACKROCK ETF TRUST
+$830.3K
20,221
增持
XLE
SELECT SECTOR SPDR TR
+$801.6K
48,388
+0%
减持
EFV
ISHARES TR
-$776.4K
16,985
-41%
减持
ARCC
ARES CAPITAL CORP
-$732.5K
15,117
-70%
减持
SCHD
SCHWAB STRATEGIC TR
+$637.1K
196,967
-0%
减持
DYNF
BLACKROCK ETF TRUST
-$622.1K
42,211
-17%
减持
QQQ
INVESCO QQQ TR
-$523.4K
6,767
-6%
增持
SPYM
SPDR SERIES TRUST
+$451.9K
221,717
+8%
减持
GLDM
WORLD GOLD TR
-$401.9K
17,799
-26%
增持
IUSG
ISHARES TR
-$381.6K
38,342
+2%
增持
SHLD
GLOBAL X FDS
+$323.1K
11,441
+52%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$304.6K
4,612
-5%
减持
FBND
FIDELITY MERRIMACK STR TR
-$241.5K
169,808
-2%
增持
—
EXXON MOBIL CORP
+$240.2K
4,859
+0%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$190.8K
1,152
增持
AVEM
AMERICAN CENTY ETF TR
+$190.7K
13,997
+15%
增持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$189.3K
35,391
+3%
建仓
EFA
ISHARES TR
+$188.8K
1,944
建仓
SPUS
TIDAL TRUST I
+$187.4K
3,892
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$176.9K
9,339
减持
AGG
ISHARES TR
-$176.1K
52,044
-3%
建仓
FELG
FIDELITY COVINGTON TRUST
+$167.6K
4,470
建仓
MGK
VANGUARD WORLD FD
+$164.3K
447
减持
BINC
BLACKROCK ETF TRUST II
-$160.4K
9,737
-23%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$159.1K
2,267
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
-$156.0K
68,805
+3%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$155.3K
26,188
+4%
建仓
VUG
VANGUARD INDEX FDS
+$152.7K
350
建仓
EFG
ISHARES TR
+$148.8K
1,336
建仓
SJB
PROSHARES TR
+$147.2K
9,499
减持
IVE
ISHARES TR
-$143.2K
12,743
-5%
建仓
LLY
ELI LILLY & CO
+$142.8K
155
减持
FTHI
FIRST TR EXCHANGE TRADED FD
-$141.9K
149,549
-1%
减持
JSI
JANUS DETROIT STR TR
-$141.9K
75,627
-3%
增持
AMZN
AMAZON COM INC
-$140.1K
6,477
+0%
建仓
LMUB
ISHARES TR
+$139.8K
2,800
建仓
V
VISA INC
+$134.6K
445
增持
MSFT
MICROSOFT CORP
-$134.2K
1,483
+5%
建仓
LVHI
LEGG MASON ETF INVT
+$134.2K
3,309
增持
IJH
ISHARES TR
+$131.6K
78,004
+0%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$127.4K
7,357
建仓
META
META PLATFORMS INC
+$118.5K
207
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$114.8K
10,510
+1%
增持
MCH
MATTHEWS ASIA FDS
-$108.7K
71,289
+1%
建仓
IWF
ISHARES TR
+$106.5K
250
减持
PYLD
PIMCO ETF TR
-$101.4K
98,787
-2%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$100.6K
3,503
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$98.6K
415
增持
IWY
ISHARES TR
-$94.4K
3,384
+0%
建仓
IGRO
ISHARES TR
+$94.2K
1,124
建仓
FPE
FIRST TR EXCH TRADED FD III
+$91.8K
5,170
建仓
JPM
JPMORGAN CHASE & CO
+$91.1K
310
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$88.4K
411
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$87.0K
809
建仓
FXN
FIRST TR EXCHANGE-TRADED FD
+$86.5K
3,852
建仓
MAR
MARRIOTT INTL INC NEW
+$84.8K
259
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$84.1K
1,878
建仓
—
ROYAL CARIBBEAN GROUP
+$83.2K
302
增持
XTEN
BONDBLOXX ETF TRUST
+$81.4K
32,485
+7%
增持
VGT
VANGUARD WORLD FD
-$79.2K
1,431
+0%
建仓
ARKK
ARK ETF TR
+$75.4K
1,116
减持
IVV
ISHARES TR
-$71.1K
1,592
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$70.3K
8,012
+0%
建仓
USFR
WISDOMTREE TR
+$70.3K
1,396
建仓
SCHX
SCHWAB STRATEGIC TR
+$69.6K
2,714
建仓
DAL
DELTA AIR LINES INC
+$68.6K
1,032
建仓
IYW
ISHARES TR
+$64.0K
353
建仓
TSLA
TESLA INC
+$63.5K
171
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$62.7K
10,258
-1%
建仓
FXU
FIRST TR EXCHANGE-TRADED FD
+$62.3K
1,256
建仓
VTI
VANGUARD INDEX FDS
+$61.8K
193
建仓
IGSB
ISHARES TR
+$61.7K
1,174
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$60.9K
1,032
建仓
ITA
ISHARES TR
+$60.3K
275
建仓
QABA
FIRST TR EXCHANGE-TRADED FD
+$59.2K
1,016
建仓
LMT
LOCKHEED MARTIN CORP
+$57.8K
96
建仓
WM
WASTE MGMT INC DEL
+$56.9K
248
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$56.1K
707
建仓
CAT
CATERPILLAR INC
+$55.9K
79
增持
IEFA
ISHARES TR
+$55.2K
50,348
+0%
减持
GOOG
ALPHABET INC
-$55.1K
2,027
-0%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$53.6K
76,850
-2%
增持
BAI
BLACKROCK ETF TRUST
+$53.4K
69,544
+3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$53.1K
69,138
+4%
建仓
IHI
ISHARES TR
+$52.9K
992
建仓
FCVT
FIRST TR EXCHANGE-TRADED FD
+$52.5K
1,188
增持
AAPL
APPLE INC
-$49.7K
2,759
+0%
建仓
KO
COCA COLA CO
+$49.7K
653
建仓
ISCG
ISHARES TR
+$49.2K
899
建仓
TGT
TARGET CORP
+$47.5K
392
建仓
EEMV
ISHARES INC
+$46.8K
723
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$46.2K
96
增持
MUB
ISHARES TR
+$45.9K
3,698
+14%
建仓
FPXI
FIRST TR EXCHANGE-TRADED FD
+$45.9K
743
建仓
XME
SPDR SERIES TRUST
+$44.1K
409
建仓
TMUS
T-MOBILE US INC
+$44.1K
210
增持
IVW
ISHARES TR
-$43.8K
21,795
+7%
建仓
SCHY
SCHWAB STRATEGIC TR
+$43.7K
1,380
建仓
MCD
MCDONALDS CORP
+$42.9K
138
建仓
HCA
HCA HEALTHCARE INC
+$42.6K
90
建仓
XLV
SELECT SECTOR SPDR TR
+$42.1K
287
建仓
USMV
ISHARES TR
+$41.8K
451
增持
IYJ
ISHARES TR
+$41.4K
14,446
+2%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$41.4K
1,225
增持
IYH
ISHARES TR
-$40.8K
18,310
+2%
建仓
NIO
NIO INC
+$40.7K
6,754
建仓
MA
MASTERCARD INCORPORATED
+$40.6K
81
建仓
FEMB
FIRST TR EXCH TRADED FD III
+$39.5K
1,375
建仓
EWT
ISHARES INC
+$39.2K
552
建仓
GCOW
PACER FDS TR
+$39.1K
846
建仓
ITOT
ISHARES TR
+$37.8K
265
建仓
SHY
ISHARES TR
+$37.7K
456
增持
COST
COSTCO WHOLESALE CORPORATION
+$37.5K
260
+1%
建仓
TLH
ISHARES TR
+$37.2K
369
建仓
IEF
ISHARES TR
+$36.5K
382
增持
RDVY
FIRST TR EXCHANGE TRADED FD
-$35.5K
60,186
+1%
增持
GOOGL
ALPHABET INC
-$35.2K
1,395
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$35.2K
2,953
+0%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$35.1K
804
建仓
ACWV
ISHARES INC
+$35.0K
293
建仓
ABBV
ABBVIE INC
+$34.4K
158
建仓
SYSB
ISHARES TR
+$33.7K
379
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$33.7K
206
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$33.5K
445
建仓
UNH
UNITEDHEALTH GROUP INC
+$33.2K
123
建仓
NFLX
NETFLIX INC.
+$30.6K
319
减持
GLD
SPDR GOLD TR
+$30.0K
906
-0%
建仓
DIS
DISNEY WALT CO
+$29.4K
305
建仓
WMT
WALMART INC
+$29.0K
233
建仓
—
CHUBB LTD SWITZ
+$28.7K
88
建仓
UNP
UNION PAC CORP
+$28.7K
118
建仓
HD
HOME DEPOT INC
+$28.4K
86
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$28.0K
875
建仓
EEM
ISHARES TR
+$27.5K
484
建仓
IAU
ISHARES GOLD TR
+$26.1K
296
建仓
HDV
ISHARES TR
+$25.8K
190
建仓
IFRA
ISHARES TR
+$25.5K
446
建仓
SPTE
SP FUNDS TRUST
+$24.9K
719
增持
SPMO
INVESCO EXCH TRADED FD TR II
-$24.9K
9,580
+4%
建仓
JNJ
JOHNSON & JOHNSON
+$24.1K
99
增持
XLK
SELECT SECTOR SPDR TR
-$23.9K
2,195
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$23.9K
89,883
+1%
建仓
LIT
GLOBAL X FDS
+$23.4K
315
建仓
JAAA
JANUS DETROIT STR TR
+$23.1K
459
