Merit Financial Group, LLC
ALPHARETTA GA · SEC CIK 0001621225
$134.61亿2026Q1 申报市值
2,115持仓数
18.5%前十大占比 · 第一大 2.7%
238 / 74新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CORO 新建仓+$1.60亿
GOVT 加仓+$6,230.00万
IUSG 加仓+$5,084.19万
QQQ 加仓+$3,284.83万
NVDA 加仓+$3,067.92万
2026Q1 卖出最多 按季末市值估算
USIG 减仓-$4,950.05万
IEMG 减仓-$4,926.82万
MGK 减仓-$3,319.78万
FPEI 减仓-$2,582.36万
SLDE 清仓-$1,072.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $318.86万 | 0.02% | 34,401 | -9,549 | -21.7% | -$88.51万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $320.47万 | 0.02% | 38,274 | 7,895 | 26.0% | $66.11万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $321.16万 | 0.02% | 57,036 | 8,413 | 17.3% | $47.37万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $322.68万 | 0.02% | 64,127 | 583 | 0.9% | $2.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $323.26万 | 0.02% | 92,256 | 69,229 | 300.6% | $242.58万 | 加仓 |
| USMF | WISDOMTREE TR | $324.60万 | 0.02% | 65,735 | -6,019 | -8.4% | -$29.72万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $327.81万 | 0.02% | 20,040 | 8,992 | 81.4% | $147.09万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $329.00万 | 0.02% | 11,840 | 5,214 | 78.7% | $144.88万 | 加仓 |
| PPL | PPL CORP | $332.17万 | 0.02% | 86,956 | 19,164 | 28.3% | $73.21万 | 加仓 |
| VDC | VANGUARD WORLD FD | $334.52万 | 0.02% | 14,895 | -2,028 | -12.0% | -$45.55万 | 减仓 |
| EFA | ISHARES TR | $334.98万 | 0.02% | 34,488 | 1,986 | 6.1% | $19.29万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $335.04万 | 0.02% | 140,714 | 43,889 | 45.3% | $104.50万 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $335.24万 | 0.02% | 25,793 | -3,602 | -12.3% | -$46.82万 | 减仓 |
| DTD | WISDOMTREE TR | $335.48万 | 0.02% | 38,847 | -572 | -1.5% | -$4.94万 | 减仓 |
| PHM | PULTE GROUP INC | $335.66万 | 0.02% | 28,540 | 1,431 | 5.3% | $16.83万 | 加仓 |
| — | ISHARES U S ETF TR | $335.79万 | 0.02% | 138,872 | 138,872 | — | $335.79万 | 新建仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $337.33万 | 0.03% | 39,077 | -3,033 | -7.2% | -$26.18万 | 减仓 |
| VRSN | VERISIGN INC | $338.51万 | 0.03% | 13,630 | -3,824 | -21.9% | -$94.97万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $338.71万 | 0.03% | 9,812 | -349 | -3.4% | -$12.05万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $338.71万 | 0.03% | 3,098 | 341 | 12.4% | $37.28万 | 加仓 |
| AON | AON PLC | $342.60万 | 0.03% | 10,614 | 2,478 | 30.5% | $79.99万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $342.79万 | 0.03% | 7,898 | 1,234 | 18.5% | $53.56万 | 加仓 |
| LRN | STRIDE INC | $347.43万 | 0.03% | 39,405 | -978 | -2.4% | -$8.62万 | 减仓 |
| DOW | DOW HLDGS INC | $352.10万 | 0.03% | 84,538 | 51,491 | 155.8% | $214.46万 | 加仓 |
| VTR | VENTAS INC | $352.74万 | 0.03% | 43,132 | 343 | 0.8% | $2.81万 | 加仓 |
| APP | APPLOVIN CORP | $353.38万 | 0.03% | 8,879 | -1,228 | -12.1% | -$48.87万 | 减仓 |
| KR | KROGER CO | $353.53万 | 0.03% | 48,858 | 3,993 | 8.9% | $28.89万 | 加仓 |
| DSI | ISHARES TR | $354.61万 | 0.03% | 29,260 | 3,311 | 12.8% | $40.13万 | 加仓 |
| IHF | ISHARES TR | $354.99万 | 0.03% | 84,825 | -42 | -0.0% | -$1,758 | 减仓 |
| NTRA | NATERA INC | $355.14万 | 0.03% | 17,757 | -963 | -5.1% | -$19.26万 | 减仓 |
| TGT | TARGET CORP | $358.84万 | 0.03% | 29,606 | 3,647 | 14.0% | $44.20万 | 加仓 |
| ACWV | ISHARES INC | $362.18万 | 0.03% | 30,305 | 28 | 0.1% | $3,346 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $362.21万 | 0.03% | 24,976 | -163 | -0.6% | -$2.36万 | 减仓 |
| IWN | ISHARES TR | $362.58万 | 0.03% | 19,124 | 8,142 | 74.1% | $154.37万 | 加仓 |
| SLV | ISHARES SILVER TR | $363.43万 | 0.03% | 53,336 | 8,357 | 18.6% | $56.95万 | 加仓 |
| CI | THE CIGNA GROUP | $364.31万 | 0.03% | 13,657 | 6,349 | 86.9% | $169.36万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $371.68万 | 0.03% | 52,994 | 8,771 | 19.8% | $61.52万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $372.39万 | 0.03% | 12,975 | 947 | 7.9% | $27.18万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $372.58万 | 0.03% | 123,046 | 8,054 | 7.0% | $24.39万 | 加仓 |
| IYG | ISHARES TR | $372.60万 | 0.03% | 44,979 | 12,885 | 40.1% | $106.74万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $373.06万 | 0.03% | 38,611 | -5,520 | -12.5% | -$53.33万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $373.36万 | 0.03% | 8,401 | 157 | 1.9% | $6.98万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $374.45万 | 0.03% | 17,671 | 3,822 | 27.6% | $80.99万 | 加仓 |
| EMR | EMERSON ELEC CO | $374.99万 | 0.03% | 28,622 | -74 | -0.3% | -$9,695 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $375.15万 | 0.03% | 40,640 | 4,007 | 10.9% | $36.99万 | 加仓 |
| PAAA | PGIM ETF TR | $376.41万 | 0.03% | 73,546 | 20,968 | 39.9% | $107.31万 | 加仓 |
| ECL | ECOLAB INC | $377.06万 | 0.03% | 14,173 | 1,438 | 11.3% | $38.26万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $377.40万 | 0.03% | 51,361 | 10,155 | 24.6% | $74.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $378.47万 | 0.03% | 53,208 | -2,537 | -4.6% | -$18.05万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $378.56万 | 0.03% | 106,367 | 276 | 0.3% | $9,823 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $379.14万 | 0.03% | 46,249 | 8,652 | 23.0% | $70.93万 | 加仓 |
| CIEN | CIENA CORP | $379.69万 | 0.03% | 9,780 | -96 | -1.0% | -$3.73万 | 减仓 |
| EMB | ISHARES TR | $380.32万 | 0.03% | 40,490 | -4,885 | -10.8% | -$45.88万 | 减仓 |
| WM | WASTE MGMT INC DEL | $380.73万 | 0.03% | 16,568 | 595 | 3.7% | $13.67万 | 加仓 |
| SGOV | ISHARES TR | $381.11万 | 0.03% | 37,861 | -1,279 | -3.3% | -$12.87万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $382.25万 | 0.03% | 152,290 | 230 | 0.2% | $5,773 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $385.00万 | 0.03% | 93,765 | 93,765 | — | $385.00万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $390.85万 | 0.03% | 52,044 | 12,899 | 33.0% | $96.87万 | 加仓 |
| GARP | ISHARES TR | $391.20万 | 0.03% | 61,153 | 5,435 | 9.8% | $34.77万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $392.15万 | 0.03% | 65,392 | 18,870 | 40.6% | $113.16万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $394.81万 | 0.03% | 123,341 | -13,165 | -9.6% | -$42.14万 | 减仓 |
| MMM | 3M CO | $396.32万 | 0.03% | 27,290 | 600 | 2.2% | $8.71万 | 加仓 |
| DWM | WISDOMTREE TR | $397.90万 | 0.03% | 56,932 | 9,501 | 20.0% | $66.40万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $398.14万 | 0.03% | 36,851 | 1,141 | 3.2% | $12.33万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $398.38万 | 0.03% | 94,358 | 88,783 | 1,592.5% | $374.84万 | 加仓 |
| USB | US BANCORP | $398.62万 | 0.03% | 76,643 | 7,529 | 10.9% | $39.16万 | 加仓 |
| CSX | CSX CORP | $401.51万 | 0.03% | 97,811 | 18,311 | 23.0% | $75.17万 | 加仓 |
| — | TIDAL TRUST III | $401.89万 | 0.03% | 208,234 | 208,234 | — | $401.89万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $401.94万 | 0.03% | 24,257 | 2,436 | 11.2% | $40.37万 | 加仓 |
| TPR | TAPESTRY INC | $404.80万 | 0.03% | 28,687 | 384 | 1.4% | $5.42万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $405.26万 | 0.03% | 70,309 | 3,366 | 5.0% | $19.40万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $406.48万 | 0.03% | 361,962 | -1,466 | -0.4% | -$1.65万 | 减仓 |
| TFC | TRUIST FINL CORP | $409.98万 | 0.03% | 89,184 | 6,422 | 7.8% | $29.52万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $411.03万 | 0.03% | 48,226 | 4,429 | 10.1% | $37.75万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $411.07万 | 0.03% | 14,721 | 770 | 5.5% | $21.50万 | 加仓 |
| IWP | ISHARES TR | $411.24万 | 0.03% | 32,098 | -6,266 | -16.3% | -$80.28万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $415.57万 | 0.03% | 127,008 | 127,008 | — | $415.57万 | 新建仓 |
| HYG | ISHARES TR | $416.11万 | 0.03% | 52,301 | -22,793 | -30.4% | -$181.34万 | 减仓 |
| PYLD | PIMCO ETF TR | $416.31万 | 0.03% | 158,896 | -124,574 | -43.9% | -$326.38万 | 减仓 |
| COR | CENCORA INC | $416.55万 | 0.03% | 13,259 | 160 | 1.2% | $5.03万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $420.48万 | 0.03% | 82,545 | 10,847 | 15.1% | $55.25万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $421.21万 | 0.03% | 206,375 | -31,608 | -13.3% | -$64.51万 | 减仓 |
| EQIX | EQUINIX INC | $424.78万 | 0.03% | 4,333 | 1,835 | 73.5% | $179.89万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $424.94万 | 0.03% | 71,358 | 19,632 | 38.0% | $116.91万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $424.98万 | 0.03% | 70,317 | 19,915 | 39.5% | $120.36万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $425.63万 | 0.03% | 13,997 | 3,291 | 30.7% | $100.07万 | 加仓 |
| PAVE | GLOBAL X FDS | $425.71万 | 0.03% | 83,786 | -274 | -0.3% | -$1.39万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $429.77万 | 0.03% | 73,415 | -17,956 | -19.7% | -$105.11万 | 减仓 |
| IMCG | ISHARES TR | $429.83万 | 0.03% | 54,568 | 5,830 | 12.0% | $45.92万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $431.48万 | 0.03% | 5,585 | 1,572 | 39.2% | $121.45万 | 加仓 |
| CME | CME GROUP INC | $431.84万 | 0.03% | 14,621 | -693 | -4.5% | -$20.47万 | 减仓 |
| REGL | PROSHARES TR | $434.85万 | 0.03% | 50,324 | 12,114 | 31.7% | $104.68万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $435.65万 | 0.03% | 88,171 | 7,044 | 8.7% | $34.80万 | 加仓 |
| PSFF | PACER FDS TR | $435.83万 | 0.03% | 136,008 | 16,047 | 13.4% | $51.42万 | 加仓 |
| EMLC | VANECK ETF TRUST | $438.42万 | 0.03% | 174,599 | 33,557 | 23.8% | $84.26万 | 加仓 |
| EES | WISDOMTREE TR | $439.05万 | 0.03% | 75,635 | 11,041 | 17.1% | $64.09万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $442.79万 | 0.03% | 55,858 | -854 | -1.5% | -$6.77万 | 减仓 |
| PLD | PROLOGIS INC. | $443.36万 | 0.03% | 33,541 | 3,706 | 12.4% | $48.99万 | 加仓 |
| CVS | CVS HEALTH CORP | $445.28万 | 0.03% | 61,999 | 8,487 | 15.9% | $60.95万 | 加仓 |
| EME | EMCOR GROUP INC | $445.63万 | 0.03% | 6,036 | 1,506 | 33.2% | $111.19万 | 加仓 |