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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $446.55万 | 0.03% | 21,537 | 1,344 | 6.7% | $27.87万 | 加仓 |
| ROST | ROSS STORES INC | $448.15万 | 0.03% | 20,687 | 3,741 | 22.1% | $81.04万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $454.03万 | 0.03% | 148,863 | -398 | -0.3% | -$1.21万 | 减仓 |
| IYY | ISHARES TR | $455.54万 | 0.03% | 28,750 | 285 | 1.0% | $4.52万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $456.52万 | 0.03% | 100,777 | -4,656 | -4.4% | -$21.09万 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $457.73万 | 0.03% | 108,032 | -12,407 | -10.3% | -$52.57万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $458.60万 | 0.03% | 159,734 | 46,437 | 41.0% | $133.32万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $461.53万 | 0.03% | 10,335 | 1,368 | 15.3% | $61.09万 | 加仓 |
| SHOP | SHOPIFY INC | $462.25万 | 0.03% | 38,968 | 6,279 | 19.2% | $74.48万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $464.83万 | 0.03% | 8,893 | 1,307 | 17.2% | $68.32万 | 加仓 |
| INCY | INCYTE CORP | $465.74万 | 0.03% | 49,484 | -322 | -0.6% | -$3.03万 | 减仓 |
| AGGY | WISDOMTREE TR | $469.40万 | 0.03% | 108,032 | -24,205 | -18.3% | -$105.17万 | 减仓 |
| MCO | MOODYS CORP | $472.18万 | 0.04% | 10,823 | 552 | 5.4% | $24.08万 | 加仓 |
| SOXX | ISHARES TR | $474.82万 | 0.04% | 14,447 | 1,534 | 11.9% | $50.42万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $477.95万 | 0.04% | 20,739 | 855 | 4.3% | $19.70万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $478.19万 | 0.04% | 11,260 | -961 | -7.9% | -$40.81万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $478.55万 | 0.04% | 24,134 | -6,656 | -21.6% | -$131.98万 | 减仓 |
| VCR | VANGUARD WORLD FD | $478.76万 | 0.04% | 13,335 | -116 | -0.9% | -$4.16万 | 减仓 |
| CNC | CENTENE CORP DEL | $479.65万 | 0.04% | 146,504 | -9,828 | -6.3% | -$32.18万 | 减仓 |
| POWL | POWELL INDS INC | $480.40万 | 0.04% | 8,879 | 986 | 12.5% | $53.35万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $481.74万 | 0.04% | 14,730 | 177 | 1.2% | $5.79万 | 加仓 |
| EMXC | ISHARES INC | $481.99万 | 0.04% | 61,275 | -2,995 | -4.7% | -$23.56万 | 减仓 |
| IBDU | ISHARES TR | $482.96万 | 0.04% | 207,637 | 45,330 | 27.9% | $105.44万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $484.49万 | 0.04% | 10,510 | 782 | 8.0% | $36.05万 | 加仓 |
| INTU | INTUIT | $484.60万 | 0.04% | 11,208 | 1,462 | 15.0% | $63.21万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $485.42万 | 0.04% | 129,480 | 86,086 | 198.4% | $322.74万 | 加仓 |
| ICVT | ISHARES TR | $489.31万 | 0.04% | 48,071 | -6,067 | -11.2% | -$61.76万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $489.90万 | 0.04% | 28,244 | 4,490 | 18.9% | $77.88万 | 加仓 |
| VLO | VALERO ENERGY CORP | $490.94万 | 0.04% | 19,869 | 728 | 3.8% | $17.99万 | 加仓 |
| — | UNITED STS GASOLINE FD LP | $491.28万 | 0.04% | 47,540 | 1,278 | 2.8% | $13.21万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $493.02万 | 0.04% | 153,017 | 153,017 | — | $493.02万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $495.67万 | 0.04% | 101,302 | 24 | 0.0% | $1,174 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $496.15万 | 0.04% | 27,197 | -13,167 | -32.6% | -$240.20万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $498.41万 | 0.04% | 148,646 | 26,573 | 21.8% | $89.10万 | 加仓 |
| NVS | NOVARTIS AG | $514.89万 | 0.04% | 33,708 | 1,209 | 3.7% | $18.47万 | 加仓 |
| ILCG | ISHARES TR | $517.68万 | 0.04% | 54,219 | -420 | -0.8% | -$4.01万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $518.02万 | 0.04% | 67,162 | 7,897 | 13.3% | $60.91万 | 加仓 |
| SHY | ISHARES TR | $518.40万 | 0.04% | 62,784 | -5,078 | -7.5% | -$41.93万 | 减仓 |
| HDV | ISHARES TR | $521.05万 | 0.04% | 38,391 | -2,458 | -6.0% | -$33.36万 | 减仓 |
| ABNB | AIRBNB INC | $522.24万 | 0.04% | 41,356 | 8,362 | 25.3% | $105.60万 | 加仓 |
| NOW | SERVICENOW INC | $522.96万 | 0.04% | 50,021 | 10,052 | 25.1% | $105.09万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $523.42万 | 0.04% | 26,556 | -317 | -1.2% | -$6.25万 | 减仓 |
| IJK | ISHARES TR | $525.46万 | 0.04% | 52,222 | 41,583 | 390.9% | $418.41万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $526.32万 | 0.04% | 73,345 | 29,158 | 66.0% | $209.24万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $527.56万 | 0.04% | 133,763 | 133,763 | — | $527.56万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $527.86万 | 0.04% | 16,467 | 9,244 | 128.0% | $296.32万 | 加仓 |
| MINT | PIMCO ETF TR | $527.93万 | 0.04% | 52,494 | -3,842 | -6.8% | -$38.64万 | 减仓 |
| USHY | ISHARES TR | $529.06万 | 0.04% | 143,611 | 77,503 | 117.2% | $285.52万 | 加仓 |
| IWD | ISHARES TR | $531.78万 | 0.04% | 24,888 | 4,506 | 22.1% | $96.28万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $533.09万 | 0.04% | 146,412 | 91,851 | 168.3% | $334.43万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $540.64万 | 0.04% | 112,680 | 10,238 | 10.0% | $49.12万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $544.27万 | 0.04% | 6,079 | 2,075 | 51.8% | $185.78万 | 加仓 |
| MDT | MEDTRONIC PLC | $544.65万 | 0.04% | 62,857 | -9,389 | -13.0% | -$81.35万 | 减仓 |
| TLH | ISHARES TR | $545.27万 | 0.04% | 54,137 | 9,101 | 20.2% | $91.67万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $547.80万 | 0.04% | 108,821 | 1,227 | 1.1% | $6.18万 | 加仓 |
| XSOE | WISDOMTREE TR | $548.76万 | 0.04% | 136,849 | -9,477 | -6.5% | -$38.00万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $551.70万 | 0.04% | 66,670 | 2,030 | 3.1% | $16.80万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $554.03万 | 0.04% | 94,256 | 16,086 | 20.6% | $94.55万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $554.27万 | 0.04% | 49,440 | 2,426 | 5.2% | $27.20万 | 加仓 |
| DAL | DELTA AIR LINES INC | $554.83万 | 0.04% | 83,458 | 19,204 | 29.9% | $127.67万 | 加仓 |
| SNY | SANOFI SA | $555.71万 | 0.04% | 115,341 | 21,973 | 23.5% | $105.87万 | 加仓 |
| VFH | VANGUARD WORLD FD | $556.95万 | 0.04% | 46,101 | 568 | 1.2% | $6.86万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $557.48万 | 0.04% | 21,662 | -407 | -1.8% | -$10.47万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $560.65万 | 0.04% | 19,221 | 1,524 | 8.6% | $44.45万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $560.84万 | 0.04% | 77,970 | -1,579 | -2.0% | -$11.36万 | 减仓 |
| ASML | ASML HLDG NV | $570.03万 | 0.04% | 4,316 | 412 | 10.6% | $54.41万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $570.29万 | 0.04% | 117,682 | 87,437 | 289.1% | $423.72万 | 加仓 |
| HSY | HERSHEY CO | $576.18万 | 0.04% | 27,716 | -4,977 | -15.2% | -$103.47万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $580.16万 | 0.04% | 65,407 | -124 | -0.2% | -$1.10万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $581.94万 | 0.04% | 23,224 | 5,398 | 30.3% | $135.26万 | 加仓 |
| FTI | TECHNIPFMC PLC | $589.06万 | 0.04% | 85,211 | 12,328 | 16.9% | $85.22万 | 加仓 |
| DGRO | ISHARES TR | $590.60万 | 0.04% | 84,155 | -15,966 | -15.9% | -$112.05万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $599.03万 | 0.04% | 10,102 | -635 | -5.9% | -$37.65万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $602.55万 | 0.04% | 37,584 | -1,686 | -4.3% | -$27.03万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $604.77万 | 0.04% | 252,938 | 138,853 | 121.7% | $332.00万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $608.25万 | 0.05% | 245,262 | 39,526 | 19.2% | $98.02万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $611.75万 | 0.05% | 198,750 | 10,712 | 5.7% | $32.97万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $615.53万 | 0.05% | 243,341 | 9,376 | 4.0% | $23.72万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $616.04万 | 0.05% | 111,521 | 53,432 | 92.0% | $295.16万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $618.78万 | 0.05% | 53,695 | 2,340 | 4.6% | $26.97万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $618.90万 | 0.05% | 33,505 | 6,460 | 23.9% | $119.33万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $622.31万 | 0.05% | 30,238 | -983 | -3.1% | -$20.23万 | 减仓 |
| VOX | VANGUARD WORLD FD | $622.61万 | 0.05% | 34,620 | 3,263 | 10.4% | $58.68万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $624.27万 | 0.05% | 268,852 | -14,996 | -5.3% | -$34.82万 | 减仓 |
| DHR | DANAHER CORP DEL | $625.17万 | 0.05% | 32,972 | 5,572 | 20.3% | $105.65万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $628.28万 | 0.05% | 186,046 | 2,206 | 1.2% | $7.45万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $630.39万 | 0.05% | 10,221 | 594 | 6.2% | $36.64万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $634.22万 | 0.05% | 204,851 | -5,495 | -2.6% | -$17.01万 | 减仓 |
| BX | BLACKSTONE INC | $644.08万 | 0.05% | 56,013 | 479 | 0.9% | $5.51万 | 加仓 |
| GLW | CORNING INC | $646.59万 | 0.05% | 47,554 | 2,553 | 5.7% | $34.71万 | 加仓 |
| CPRT | COPART INC | $649.52万 | 0.05% | 195,640 | 29,761 | 17.9% | $98.81万 | 加仓 |
| PSX | PHILLIPS 66 | $651.21万 | 0.05% | 35,746 | 4,189 | 13.3% | $76.31万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $655.08万 | 0.05% | 63,805 | -20,290 | -24.1% | -$208.32万 | 减仓 |
| MLRG | ISHARES TR | $657.26万 | 0.05% | 73,142 | -343 | -0.5% | -$3.08万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $659.93万 | 0.05% | 242,354 | 11,205 | 4.8% | $30.51万 | 加仓 |
| IWL | ISHARES TR | $661.97万 | 0.05% | 41,250 | -243 | -0.6% | -$3.90万 | 减仓 |
| WMB | WILLIAMS COS INC | $664.31万 | 0.05% | 91,276 | 490 | 0.5% | $3.57万 | 加仓 |
| DIS | DISNEY WALT CO | $664.43万 | 0.05% | 68,940 | 551 | 0.8% | $5.31万 | 加仓 |
| SDY | SPDR SERIES TRUST | $664.99万 | 0.05% | 45,566 | -2,414 | -5.0% | -$35.23万 | 减仓 |
| WELL | WELLTOWER INC | $666.67万 | 0.05% | 33,720 | 1,603 | 5.0% | $31.69万 | 加仓 |