Merit Financial Group, LLC
ALPHARETTA GA · SEC CIK 0001621225
$163.81亿2026Q2 申报市值
2,360持仓数
20.0%前十大占比 · 第一大 2.6%
323 / 108新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MGK 加仓+$8,174.94万
DYNF 加仓+$7,944.47万
AAPL 加仓+$6,787.26万
MGV 加仓+$5,159.42万
IALT 新建仓+$4,611.67万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$7,213.35万
EFV 减仓-$6,475.69万
IAGG 减仓-$4,122.14万
MTUM 减仓-$2,429.60万
THRO 减仓-$2,174.48万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ONEY | SPDR SERIES TRUST | $52.70万 | 0.00% | 4,114 | -1,417 | -25.6% | -$18.15万 | 减仓 |
| YORW | YORK WTR CO | $52.78万 | 0.00% | 17,221 | 1,517 | 9.7% | $4.65万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $52.93万 | 0.00% | 15,900 | 15,900 | — | $52.93万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $53.00万 | 0.00% | 11,604 | 3,480 | 42.8% | $15.89万 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $53.14万 | 0.00% | 5,904 | -85 | -1.4% | -$7,651 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $53.55万 | 0.00% | 37,847 | 37,847 | — | $53.55万 | 新建仓 |
| EXP | EAGLE MATLS INC | $53.68万 | 0.00% | 2,386 | 1,279 | 115.5% | $28.77万 | 加仓 |
| FOX | FOX CORP | $53.74万 | 0.00% | 11,472 | 281 | 2.5% | $1.32万 | 加仓 |
| MKL | MARKEL GROUP INC | $53.88万 | 0.00% | 276 | 101 | 57.7% | $19.72万 | 加仓 |
| ZS | ZSCALER INC | $54.05万 | 0.00% | 3,829 | 661 | 20.9% | $9.33万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $54.17万 | 0.00% | 8,628 | -18,363 | -68.0% | -$115.29万 | 减仓 |
| RKT | ROCKET COS INC | $54.23万 | 0.00% | 34,432 | -1,396 | -3.9% | -$2.20万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $54.25万 | 0.00% | 24,437 | -2,420 | -9.0% | -$5.37万 | 减仓 |
| ICLR | ICON PUB LTD CO | $54.27万 | 0.00% | 3,124 | 443 | 16.5% | $7.70万 | 加仓 |
| — | COHEN & STEERS ETF TRUST | $54.35万 | 0.00% | 22,977 | 22,977 | — | $54.35万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $54.38万 | 0.00% | 112,357 | 1,906 | 1.7% | $9,225 | 加仓 |
| AVA | AVISTA CORP | $54.61万 | 0.00% | 13,348 | 3,427 | 34.5% | $14.02万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $54.72万 | 0.00% | 3,680 | -2,309 | -38.6% | -$34.33万 | 减仓 |
| MUNI | PIMCO ETF TR | $54.81万 | 0.00% | 10,420 | -4,310 | -29.3% | -$22.67万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $54.89万 | 0.00% | 48,531 | 21,852 | 81.9% | $24.71万 | 加仓 |
| COKE | COCA COLA CONS INC | $55.25万 | 0.00% | 2,894 | 249 | 9.4% | $4.75万 | 加仓 |
| CALF | PACER FDS TR | $55.36万 | 0.00% | 10,938 | 163 | 1.5% | $8,250 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $55.50万 | 0.00% | 6,268 | 514 | 8.9% | $4.55万 | 加仓 |
| NWL | NEWELL BRANDS INC | $55.53万 | 0.00% | 90,446 | 8,414 | 10.3% | $5.17万 | 加仓 |
| YOU | CLEAR SECURE INC | $55.59万 | 0.00% | 9,974 | 659 | 7.1% | $3.67万 | 加仓 |
| BBAR | BANCO BBVA ARGENTINA S A | $55.59万 | 0.00% | 28,350 | 28,350 | — | $55.59万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $55.60万 | 0.00% | 9,344 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $55.86万 | 0.00% | 10,142 | -3,672 | -26.6% | -$20.23万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $56.01万 | 0.00% | 12,274 | -180 | -1.4% | -$8,213 | 减仓 |
| ABCB | AMERIS BANCORP | $56.06万 | 0.00% | 6,211 | -166 | -2.6% | -$1.50万 | 减仓 |
| PINS | PINTEREST INC | $56.08万 | 0.00% | 26,666 | 3,891 | 17.1% | $8.18万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $56.14万 | 0.00% | 7,268 | -848 | -10.4% | -$6.55万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $56.34万 | 0.00% | 13,785 | -2,201 | -13.8% | -$9.00万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $56.36万 | 0.00% | 20,429 | 24 | 0.1% | $662 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $56.38万 | 0.00% | 35,173 | 10,249 | 41.1% | $16.43万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $56.40万 | 0.00% | 20,630 | 20,630 | — | $56.40万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $56.47万 | 0.00% | 10,982 | 872 | 8.6% | $4.48万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $56.53万 | 0.00% | 4,941 | -5,728 | -53.7% | -$65.53万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $57.03万 | 0.00% | 21,643 | 2,958 | 15.8% | $7.79万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $57.20万 | 0.00% | 2,400 | 2,400 | — | $57.20万 | 新建仓 |
| BN | BROOKFIELD CORP | $57.22万 | 0.00% | 13,436 | 1,926 | 16.7% | $8.20万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $57.32万 | 0.00% | 5,599 | 207 | 3.8% | $2.12万 | 加仓 |
| FTRE | FORTREA HLDGS INC | $57.39万 | 0.00% | 32,980 | 1,808 | 5.8% | $3.15万 | 加仓 |
| IDCC | INTERDIGITAL INC | $57.43万 | 0.00% | 2,029 | -159 | -7.3% | -$4.50万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $57.49万 | 0.00% | 2,319 | -2,325 | -50.1% | -$57.63万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $57.53万 | 0.00% | 22,143 | 1,698 | 8.3% | $4.41万 | 加仓 |
| REG | REGENCY CTRS CORP | $57.56万 | 0.00% | 7,218 | -627 | -8.0% | -$5.00万 | 减仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $57.83万 | 0.00% | 17,695 | 58 | 0.3% | $1,895 | 加仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $57.86万 | 0.00% | 36,391 | -263 | -0.7% | -$4,182 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $57.88万 | 0.00% | 10,613 | 511 | 5.1% | $2.79万 | 加仓 |
| FOXA | FOX CORP | $57.91万 | 0.00% | 11,102 | 858 | 8.4% | $4.48万 | 加仓 |
| IXUS | ISHARES TR | $57.92万 | 0.00% | 6,069 | 806 | 15.3% | $7.69万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $57.98万 | 0.00% | 1,732 | -355 | -17.0% | -$11.88万 | 减仓 |
| RACE | FERRARI N V | $57.98万 | 0.00% | 1,557 | -83 | -5.1% | -$3.09万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $58.02万 | 0.00% | 29,168 | 8,415 | 40.5% | $16.74万 | 加仓 |
| SF | STIFEL FINL CORP | $58.11万 | 0.00% | 8,328 | -13,747 | -62.3% | -$95.92万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $58.16万 | 0.00% | 26,010 | -1,624 | -5.9% | -$3.63万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $58.21万 | 0.00% | 19,866 | 6,229 | 45.7% | $18.25万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $58.23万 | 0.00% | 4,234 | 2 | 0.0% | $275 | 加仓 |
| RMD | RESMED INC | $58.47万 | 0.00% | 3,000 | 771 | 34.6% | $15.03万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $58.48万 | 0.00% | 12,658 | -780 | -5.8% | -$3.60万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $58.58万 | 0.00% | 4,825 | 1,054 | 28.0% | $12.80万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $58.61万 | 0.00% | 3,282 | -328 | -9.1% | -$5.86万 | 减仓 |
| TPHD | TIMOTHY PLAN | $58.67万 | 0.00% | 13,876 | 2,632 | 23.4% | $11.13万 | 加仓 |
| BOTZ | GLOBAL X FDS | $58.90万 | 0.00% | 15,525 | -715 | -4.4% | -$2.71万 | 减仓 |
| IYJ | ISHARES TR | $59.00万 | 0.00% | 3,540 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $59.24万 | 0.00% | 5,169 | 1,073 | 26.2% | $12.30万 | 加仓 |
| FICO | FAIR ISAAC CORP | $59.32万 | 0.00% | 496 | 28 | 6.0% | $3.35万 | 加仓 |
| ALG | ALAMO GROUP INC | $59.37万 | 0.00% | 3,609 | -178 | -4.7% | -$2.93万 | 减仓 |
| SSRM | SSR MINING IN | $59.38万 | 0.00% | 20,997 | 3,020 | 16.8% | $8.54万 | 加仓 |
| — | COLUMBIA ETF TR II | $59.45万 | 0.00% | 9,966 | -1,673 | -14.4% | -$9.98万 | 减仓 |
| CAMT | CAMTEK LTD | $59.49万 | 0.00% | 3,647 | -694 | -16.0% | -$11.32万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $59.55万 | 0.00% | 15,670 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $59.66万 | 0.00% | 4,179 | -177 | -4.1% | -$2.53万 | 减仓 |
| FNV | FRANCO NEV CORP | $59.93万 | 0.00% | 2,874 | 610 | 26.9% | $12.72万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $59.98万 | 0.00% | 21,834 | -323 | -1.5% | -$8,873 | 减仓 |
| PNR | PENTAIR PLC | $60.14万 | 0.00% | 7,844 | 2,145 | 37.6% | $16.44万 | 加仓 |
| — | WEBSTER FINL CORP | $60.14万 | 0.00% | 7,870 | -3,127 | -28.4% | -$23.90万 | 减仓 |
| KHC | KRAFT HEINZ CO | $60.18万 | 0.00% | 25,480 | -9,698 | -27.6% | -$22.91万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $60.31万 | 0.00% | 17,420 | -258 | -1.5% | -$8,932 | 减仓 |
| FN | FABRINET | $60.31万 | 0.00% | 1,073 | -370 | -25.6% | -$20.80万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $60.44万 | 0.00% | 11,661 | 2,700 | 30.1% | $14.00万 | 加仓 |
| SUSL | ISHARES TR | $60.46万 | 0.00% | 4,554 | -678 | -13.0% | -$9.00万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $60.50万 | 0.00% | 18,218 | -1,203 | -6.2% | -$4.00万 | 减仓 |
| IDA | IDACORP INC | $60.59万 | 0.00% | 4,005 | 2,045 | 104.3% | $30.94万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $60.60万 | 0.00% | 10,064 | 1,249 | 14.2% | $7.52万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $60.68万 | 0.00% | 25,527 | 1,073 | 4.4% | $2.55万 | 加仓 |
| IVLU | ISHARES TR | $60.80万 | 0.00% | 14,539 | 5,159 | 55.0% | $21.57万 | 加仓 |
| TRGP | TARGA RES CORP | $60.90万 | 0.00% | 2,270 | 160 | 7.6% | $4.29万 | 加仓 |
| KRT | KARAT PACKAGING INC | $60.97万 | 0.00% | 18,223 | 940 | 5.4% | $3.15万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $61.03万 | 0.00% | 12,447 | -6,041 | -32.7% | -$29.62万 | 减仓 |
| LKQ | LKQ CORP | $61.08万 | 0.00% | 23,196 | 3,288 | 16.5% | $8.66万 | 加仓 |
| CDW | CDW CORP | $61.09万 | 0.00% | 4,343 | -6 | -0.1% | -$844 | 减仓 |
| RMBS | RAMBUS INC DEL | $61.22万 | 0.00% | 4,612 | 127 | 2.8% | $1.69万 | 加仓 |
| GEN | GEN DIGITAL INC | $61.60万 | 0.00% | 24,747 | 7,880 | 46.7% | $19.61万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $61.77万 | 0.00% | 8,208 | 66 | 0.8% | $4,966 | 加仓 |
| SIL | GLOBAL X FDS | $61.93万 | 0.00% | 7,995 | -498 | -5.9% | -$3.86万 | 减仓 |
| PDM | PIEDMONT REALTY TRUST INC | $62.14万 | 0.00% | 67,908 | 470 | 0.7% | $4,301 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $62.21万 | 0.00% | 13,888 | 4,574 | 49.1% | $20.49万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $62.22万 | 0.00% | 7,388 | 7,388 | — | $62.22万 | 新建仓 |