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 |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | $676.11万 | 0.05% | 135,249 | -172 | -0.1% | -$8,598 | 减仓 |
| SPTS | SPDR SERIES TRUST | $683.77万 | 0.05% | 234,328 | -131,881 | -36.0% | -$384.83万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $685.39万 | 0.05% | 1,627 | -73 | -4.3% | -$30.75万 | 减仓 |
| IWC | ISHARES TR | $687.46万 | 0.05% | 43,071 | 43,071 | — | $687.46万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $688.72万 | 0.05% | 73,284 | 4,172 | 6.0% | $39.21万 | 加仓 |
| PCG | PG&E CORP | $689.90万 | 0.05% | 392,656 | 64,253 | 19.6% | $112.89万 | 加仓 |
| NEM | NEWMONT CORP | $693.26万 | 0.05% | 64,042 | 4,958 | 8.4% | $53.67万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $697.16万 | 0.05% | 25,764 | -7,443 | -22.4% | -$201.40万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $698.99万 | 0.05% | 47,032 | -2,282 | -4.6% | -$33.92万 | 减仓 |
| ESGU | ISHARES TR | $700.33万 | 0.05% | 49,522 | 4,688 | 10.5% | $66.30万 | 加仓 |
| AFL | AFLAC INC | $703.25万 | 0.05% | 64,100 | 221 | 0.3% | $2.42万 | 加仓 |
| PFE | PFIZER INC | $706.12万 | 0.05% | 251,466 | 9,814 | 4.1% | $27.56万 | 加仓 |
| SYSB | ISHARES TR | $709.01万 | 0.05% | 79,664 | 12,181 | 18.1% | $108.41万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $711.09万 | 0.05% | 48,502 | 19,246 | 65.8% | $282.16万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $711.96万 | 0.05% | 38,635 | 2,437 | 6.7% | $44.91万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $717.87万 | 0.05% | 398,372 | 115,864 | 41.0% | $208.79万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $718.28万 | 0.05% | 186,954 | 112,938 | 152.6% | $433.91万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $724.12万 | 0.05% | 244,141 | 5,573 | 2.3% | $16.53万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $725.14万 | 0.05% | 201,990 | 3,277 | 1.6% | $11.76万 | 加仓 |
| IBDT | ISHARES TR | $726.80万 | 0.05% | 286,931 | 67,182 | 30.6% | $170.17万 | 加仓 |
| FDX | FEDEX CORP | $727.79万 | 0.05% | 20,434 | 801 | 4.1% | $28.53万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $730.14万 | 0.05% | 93,119 | 11,176 | 13.6% | $87.63万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $731.04万 | 0.05% | 14,872 | -632 | -4.1% | -$31.07万 | 减仓 |
| EIX | EDISON INTL | $731.32万 | 0.05% | 99,933 | 20,680 | 26.1% | $151.34万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $733.38万 | 0.05% | 176,464 | 71,421 | 68.0% | $296.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $735.72万 | 0.05% | 36,209 | 11,087 | 44.1% | $225.27万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $736.50万 | 0.05% | 147,388 | 6,718 | 4.8% | $33.57万 | 加仓 |
| IBDR | ISHARES TR | $742.31万 | 0.06% | 306,232 | 17,227 | 6.0% | $41.76万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $742.49万 | 0.06% | 92,143 | -21,369 | -18.8% | -$172.19万 | 减仓 |
| HYD | VANECK ETF TRUST | $749.23万 | 0.06% | 149,429 | 25,944 | 21.0% | $130.08万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $758.13万 | 0.06% | 28,028 | -111 | -0.4% | -$3.00万 | 减仓 |
| SBUX | STARBUCKS CORP | $764.64万 | 0.06% | 85,349 | 6,822 | 8.7% | $61.12万 | 加仓 |
| APH | AMPHENOL CORP | $771.43万 | 0.06% | 61,055 | 3,598 | 6.3% | $45.46万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $778.18万 | 0.06% | 333,697 | 159,260 | 91.3% | $371.39万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $780.81万 | 0.06% | 101,259 | -3,569 | -3.4% | -$27.52万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $781.51万 | 0.06% | 56,500 | 5,833 | 11.5% | $80.68万 | 加仓 |
| DGRW | WISDOMTREE TR | $782.67万 | 0.06% | 89,101 | -14,658 | -14.1% | -$128.76万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $783.72万 | 0.06% | 48,459 | 2,288 | 5.0% | $37.00万 | 加仓 |
| DE | DEERE & CO | $785.47万 | 0.06% | 13,943 | 647 | 4.9% | $36.45万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $786.81万 | 0.06% | 104,643 | 1,093 | 1.1% | $8.22万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $788.80万 | 0.06% | 128,637 | -14,441 | -10.1% | -$88.55万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $792.27万 | 0.06% | 167,996 | -15 | -0.0% | -$707 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $796.46万 | 0.06% | 60,826 | 6,967 | 12.9% | $91.23万 | 加仓 |
| IQDG | WISDOMTREE TR | $806.08万 | 0.06% | 200,818 | -12,568 | -5.9% | -$50.45万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $813.43万 | 0.06% | 81,457 | 9,253 | 12.8% | $92.40万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $817.34万 | 0.06% | 62,416 | 6,379 | 11.4% | $83.53万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $817.87万 | 0.06% | 230,191 | 210,217 | 1,052.5% | $746.90万 | 加仓 |
| — | AMPLIFY ETF TR | $821.24万 | 0.06% | 383,759 | 61,943 | 19.2% | $132.56万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $823.13万 | 0.06% | 156,489 | -88,200 | -36.0% | -$463.93万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $823.19万 | 0.06% | 205,080 | -8,605 | -4.0% | -$34.54万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $832.22万 | 0.06% | 89,601 | 7,466 | 9.1% | $69.34万 | 加仓 |
| VEEV | VEEVA SYS INC | $832.62万 | 0.06% | 47,399 | 2,280 | 5.1% | $40.05万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $835.06万 | 0.06% | 184,626 | -4,314 | -2.3% | -$19.51万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $840.03万 | 0.06% | 108,841 | 8,072 | 8.0% | $62.30万 | 加仓 |
| GM | GENERAL MTRS CO | $844.86万 | 0.06% | 113,404 | 15,479 | 15.8% | $115.32万 | 加仓 |
| SYK | STRYKER CORPORATION | $845.71万 | 0.06% | 25,737 | 5,469 | 27.0% | $179.71万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $848.96万 | 0.06% | 60,914 | 7,356 | 13.7% | $102.52万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $851.04万 | 0.06% | 135,776 | 2,793 | 2.1% | $17.51万 | 加仓 |
| IJH | ISHARES TR | $856.59万 | 0.06% | 126,846 | 7,871 | 6.6% | $53.15万 | 加仓 |
| IBDS | ISHARES TR | $858.89万 | 0.06% | 354,327 | 51,714 | 17.1% | $125.35万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $860.24万 | 0.06% | 77,597 | 16,470 | 26.9% | $182.59万 | 加仓 |
| ADBE | ADOBE INC | $863.38万 | 0.06% | 35,518 | 466 | 1.3% | $11.33万 | 加仓 |
| SHYG | ISHARES TR | $863.85万 | 0.06% | 204,172 | 71,245 | 53.6% | $301.44万 | 加仓 |
| SNPS | SYNOPSYS INC | $866.50万 | 0.06% | 21,855 | 981 | 4.7% | $38.89万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $869.70万 | 0.06% | 18,776 | -5,696 | -23.3% | -$263.84万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $874.92万 | 0.06% | 75,574 | 8,666 | 13.0% | $100.33万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $876.84万 | 0.07% | 87,737 | 27,980 | 46.8% | $279.63万 | 加仓 |
| BA | BOEING CO | $876.88万 | 0.07% | 44,058 | 7,666 | 21.1% | $152.58万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $879.20万 | 0.07% | 93,294 | -3,314 | -3.4% | -$31.23万 | 减仓 |
| RY | ROYAL BK CDA | $882.21万 | 0.07% | 54,532 | 5,940 | 12.2% | $96.10万 | 加仓 |
| TMUS | T-MOBILE US INC | $884.32万 | 0.07% | 42,105 | 4,542 | 12.1% | $95.39万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $892.64万 | 0.07% | 178,706 | 116,312 | 186.4% | $580.98万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $894.28万 | 0.07% | 80,726 | 11,337 | 16.3% | $125.59万 | 加仓 |
| VHT | VANGUARD WORLD FD | $897.89万 | 0.07% | 32,971 | 1,999 | 6.5% | $54.44万 | 加仓 |
| VV | VANGUARD INDEX FDS | $903.48万 | 0.07% | 30,232 | 291 | 1.0% | $8.70万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $910.01万 | 0.07% | 144,515 | 8,293 | 6.1% | $52.22万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $922.73万 | 0.07% | 365,656 | 17,467 | 5.0% | $44.08万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $923.31万 | 0.07% | 13,534 | 1,449 | 12.0% | $98.85万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $924.83万 | 0.07% | 96,376 | 6,831 | 7.6% | $65.55万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $927.21万 | 0.07% | 147,762 | 11,745 | 8.6% | $73.70万 | 加仓 |
| LIN | LINDE PLC | $930.44万 | 0.07% | 18,767 | 1,571 | 9.1% | $77.89万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $938.04万 | 0.07% | 493,707 | -1,359,134 | -73.4% | -$2,582.36万 | 减仓 |
| FIX | COMFORT SYS USA INC | $940.39万 | 0.07% | 6,819 | 873 | 14.7% | $120.39万 | 加仓 |
| ITA | ISHARES TR | $944.22万 | 0.07% | 43,164 | -8,490 | -16.4% | -$185.72万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $950.57万 | 0.07% | 380,532 | 122,885 | 47.7% | $306.97万 | 加仓 |
| INTC | INTEL CORP | $963.29万 | 0.07% | 218,284 | -16,510 | -7.0% | -$72.86万 | 减仓 |
| COWZ | PACER FDS TR | $973.40万 | 0.07% | 155,595 | 8,136 | 5.5% | $50.90万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $979.25万 | 0.07% | 82,546 | 11,330 | 15.9% | $134.41万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $979.38万 | 0.07% | 89,868 | 36,606 | 68.7% | $398.93万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $980.33万 | 0.07% | 304,200 | 7,900 | 2.7% | $25.46万 | 加仓 |
| AMGN | AMGEN INC | $983.65万 | 0.07% | 27,958 | 3,725 | 15.4% | $131.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $992.44万 | 0.07% | 197,698 | 36,056 | 22.3% | $181.00万 | 加仓 |
| SO | SOUTHERN CO | $993.45万 | 0.07% | 102,926 | 10,855 | 11.8% | $104.77万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $997.76万 | 0.07% | 215,034 | 99,978 | 86.9% | $463.90万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $999.26万 | 0.07% | 290,398 | 47,084 | 19.4% | $162.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,003.68万 | 0.07% | 177,078 | -3,896 | -2.2% | -$22.08万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $1,004.67万 | 0.07% | 442,588 | -18,486 | -4.0% | -$41.96万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,013.61万 | 0.08% | 77,327 | 13,801 | 21.7% | $180.91万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,015.53万 | 0.08% | 39,015 | 5,621 | 16.8% | $146.31万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,016.99万 | 0.08% | 109,637 | -2,525 | -2.3% | -$23.42万 | 减仓 |