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 |
|---|---|---|---|---|---|---|---|---|
| NBIX | NEUROCRINE BIOSCIENCES INC | $315.90万 | 0.02% | 18,744 | -2,648 | -12.4% | -$44.63万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $317.37万 | 0.02% | 8,206 | 2,622 | 47.0% | $101.41万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $317.52万 | 0.02% | 70,032 | 2,190 | 3.2% | $9.93万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $318.04万 | 0.02% | 79,253 | 22,896 | 40.6% | $91.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $321.52万 | 0.02% | 45,997 | -4,330 | -8.6% | -$30.27万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $322.16万 | 0.02% | 35,325 | 3,240 | 10.1% | $29.55万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $325.46万 | 0.02% | 29,419 | 3,162 | 12.0% | $34.98万 | 加仓 |
| EOG | EOG RES INC | $325.48万 | 0.02% | 25,088 | 10,537 | 72.4% | $136.70万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $327.94万 | 0.02% | 18,584 | 16,323 | 721.9% | $288.04万 | 加仓 |
| IYZ | ISHARES TR | $327.96万 | 0.02% | 77,514 | 33,407 | 75.7% | $141.35万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $328.12万 | 0.02% | 19,478 | -608 | -3.0% | -$10.24万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $328.23万 | 0.02% | 8,803 | 326 | 3.8% | $12.16万 | 加仓 |
| XSOE | WISDOMTREE TR | $329.29万 | 0.02% | 66,955 | -69,894 | -51.1% | -$343.74万 | 减仓 |
| PAYX | PAYCHEX INC | $330.47万 | 0.02% | 33,609 | 8,839 | 35.7% | $86.91万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $332.52万 | 0.02% | 19,951 | -8,293 | -29.4% | -$138.22万 | 减仓 |
| CI | THE CIGNA GROUP | $332.89万 | 0.02% | 12,075 | -1,582 | -11.6% | -$43.61万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $333.06万 | 0.02% | 12,060 | -5,479 | -31.2% | -$151.31万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $333.12万 | 0.02% | 36,530 | 10,217 | 38.8% | $93.17万 | 加仓 |
| NOW | SERVICENOW INC | $336.60万 | 0.02% | 33,904 | -16,117 | -32.2% | -$160.01万 | 减仓 |
| LRN | STRIDE INC | $336.63万 | 0.02% | 39,034 | -371 | -0.9% | -$3.20万 | 减仓 |
| IRM | IRON MTN INC DEL | $337.55万 | 0.02% | 26,724 | 1,691 | 6.8% | $21.36万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $338.04万 | 0.02% | 175,242 | -318,465 | -64.5% | -$614.32万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $340.28万 | 0.02% | 20,414 | 12,963 | 174.0% | $216.08万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $341.08万 | 0.02% | 20,853 | 7,848 | 60.3% | $128.37万 | 加仓 |
| PPL | PPL CORP | $342.04万 | 0.02% | 94,096 | 7,140 | 8.2% | $25.95万 | 加仓 |
| MPC | MARATHON PETE CORP | $345.05万 | 0.02% | 13,496 | 1,603 | 13.5% | $40.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $345.12万 | 0.02% | 88,971 | -3,285 | -3.6% | -$12.74万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $345.39万 | 0.02% | 102,964 | 72,756 | 240.9% | $244.06万 | 加仓 |
| SYY | SYSCO CORP | $345.75万 | 0.02% | 41,369 | 11,677 | 39.3% | $97.59万 | 加仓 |
| NRG | NRG ENERGY INC | $346.73万 | 0.02% | 23,739 | 2,259 | 10.5% | $32.99万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $346.95万 | 0.02% | 27,881 | 3,747 | 15.5% | $46.63万 | 加仓 |
| GIS | GENERAL MILLS INC | $347.00万 | 0.02% | 99,713 | 36,887 | 58.7% | $128.37万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $349.21万 | 0.02% | 101,900 | 29,723 | 41.2% | $101.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $349.54万 | 0.02% | 42,450 | -10,758 | -20.2% | -$88.58万 | 减仓 |
| DTD | WISDOMTREE TR | $349.89万 | 0.02% | 37,523 | -1,324 | -3.4% | -$12.35万 | 减仓 |
| ACWV | ISHARES INC | $350.60万 | 0.02% | 29,161 | -1,144 | -3.8% | -$13.75万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $351.52万 | 0.02% | 123,037 | 123,037 | — | $351.52万 | 新建仓 |
| BWA | BORGWARNER INC | $351.92万 | 0.02% | 53,000 | 590 | 1.1% | $3.92万 | 加仓 |
| PFF | ISHARES TR | $351.96万 | 0.02% | 115,434 | 77,613 | 205.2% | $236.64万 | 加仓 |
| AVY | AVERY DENNISON CORP | $352.82万 | 0.02% | 21,732 | 18,146 | 506.0% | $294.60万 | 加仓 |
| SHY | ISHARES TR | $353.94万 | 0.02% | 43,106 | -19,678 | -31.3% | -$161.58万 | 减仓 |
| EAGG | ISHARES TR | $356.12万 | 0.02% | 75,114 | 22,439 | 42.6% | $106.38万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $357.37万 | 0.02% | 61,405 | -12,010 | -16.4% | -$69.90万 | 减仓 |
| APP | APPLOVIN CORP | $359.31万 | 0.02% | 6,974 | -1,905 | -21.5% | -$98.15万 | 减仓 |
| IQDG | WISDOMTREE TR | $360.46万 | 0.02% | 83,672 | -117,146 | -58.3% | -$504.67万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $362.43万 | 0.02% | 45,906 | 40,175 | 701.0% | $317.19万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $362.90万 | 0.02% | 50,291 | -27,679 | -35.5% | -$199.73万 | 减仓 |
| PGR | PROGRESSIVE CORP | $364.08万 | 0.02% | 16,667 | 863 | 5.5% | $18.85万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $365.18万 | 0.02% | 69,096 | 31,981 | 86.2% | $169.02万 | 加仓 |
| DG | DOLLAR GEN CORP | $365.20万 | 0.02% | 31,726 | 5,204 | 19.6% | $59.90万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $365.25万 | 0.02% | 34,942 | -1,909 | -5.2% | -$19.95万 | 减仓 |
| DDOG | DATADOG INC | $366.11万 | 0.02% | 14,062 | -364 | -2.5% | -$9.48万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $368.54万 | 0.02% | 5,976 | 3,356 | 128.1% | $206.97万 | 加仓 |
| DHR | DANAHER CORP DEL | $370.35万 | 0.02% | 19,443 | -13,529 | -41.0% | -$257.70万 | 减仓 |
| WM | WASTE MGMT INC DEL | $371.26万 | 0.02% | 16,656 | 88 | 0.5% | $1.96万 | 加仓 |
| COR | CENCORA INC | $371.88万 | 0.02% | 13,141 | -118 | -0.9% | -$3.34万 | 减仓 |
| EMB | ISHARES TR | $373.08万 | 0.02% | 38,685 | -1,805 | -4.5% | -$17.41万 | 减仓 |
| REGL | PROSHARES TR | $377.05万 | 0.02% | 41,177 | -9,147 | -18.2% | -$83.76万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $378.89万 | 0.02% | 4,416 | 1,274 | 40.5% | $109.31万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $380.14万 | 0.02% | 116,966 | -6,080 | -4.9% | -$19.76万 | 减仓 |
| TOL | TOLL BROTHERS INC | $380.79万 | 0.02% | 23,114 | 312 | 1.4% | $5.14万 | 加仓 |
| IWO | ISHARES TR | $382.00万 | 0.02% | 9,697 | -334 | -3.3% | -$13.16万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $382.64万 | 0.02% | 46,063 | -186 | -0.4% | -$1.55万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $384.02万 | 0.02% | 89,788 | 14,369 | 19.1% | $61.46万 | 加仓 |
| — | UNITED STS GASOLINE FD LP | $384.31万 | 0.02% | 37,323 | -10,217 | -21.5% | -$105.20万 | 减仓 |
| IEF | ISHARES TR | $385.26万 | 0.02% | 40,738 | 33,508 | 463.5% | $316.89万 | 加仓 |
| VRSN | VERISIGN INC | $390.79万 | 0.02% | 15,534 | 1,904 | 14.0% | $47.90万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $391.16万 | 0.02% | 15,749 | 1,028 | 7.0% | $25.53万 | 加仓 |
| VTR | VENTAS INC | $392.58万 | 0.02% | 44,209 | 1,077 | 2.5% | $9.56万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $394.40万 | 0.02% | 17,245 | 4,088 | 31.1% | $93.49万 | 加仓 |
| DTE | DTE ENERGY CO | $395.19万 | 0.02% | 25,935 | 9,241 | 55.4% | $140.81万 | 加仓 |
| IYG | ISHARES TR | $395.86万 | 0.02% | 43,756 | -1,223 | -2.7% | -$11.06万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $396.65万 | 0.02% | 11,330 | 2,693 | 31.2% | $94.28万 | 加仓 |
| TPR | TAPESTRY INC | $398.02万 | 0.02% | 27,191 | -1,496 | -5.2% | -$21.90万 | 减仓 |
| HYG | ISHARES TR | $403.07万 | 0.02% | 50,403 | -1,898 | -3.6% | -$15.18万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $403.42万 | 0.02% | 95,304 | 2,329 | 2.5% | $9.86万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $406.12万 | 0.02% | 98,812 | -7,555 | -7.1% | -$31.05万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $407.67万 | 0.02% | 8,300 | 1,422 | 20.7% | $69.84万 | 加仓 |
| ILMN | ILLUMINA INC | $412.74万 | 0.03% | 23,473 | -1,224 | -5.0% | -$21.52万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $420.45万 | 0.03% | 57,321 | 285 | 0.5% | $2.09万 | 加仓 |
| DSI | ISHARES TR | $420.47万 | 0.03% | 29,530 | 270 | 0.9% | $3.84万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $421.60万 | 0.03% | 24,779 | -197 | -0.8% | -$3.35万 | 减仓 |
| IWN | ISHARES TR | $421.64万 | 0.03% | 19,061 | -63 | -0.3% | -$1.39万 | 减仓 |
| EMLC | VANECK ETF TRUST | $422.49万 | 0.03% | 165,294 | -9,305 | -5.3% | -$23.78万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $423.20万 | 0.03% | 146,133 | -6,157 | -4.0% | -$17.83万 | 减仓 |
| TGT | TARGET CORP | $424.32万 | 0.03% | 32,487 | 2,881 | 9.7% | $37.63万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $425.26万 | 0.03% | 362,233 | 271 | 0.1% | $3,182 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $425.97万 | 0.03% | 10,712 | 202 | 1.9% | $8.03万 | 加仓 |
| PAAA | PGIM ETF TR | $426.21万 | 0.03% | 83,131 | 9,585 | 13.0% | $49.14万 | 加仓 |
| PHM | PULTE GROUP INC | $427.66万 | 0.03% | 31,168 | 2,628 | 9.2% | $36.06万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $428.60万 | 0.03% | 13,624 | 649 | 5.0% | $20.42万 | 加仓 |
| — | ISHARES U S ETF TR | $430.82万 | 0.03% | 175,271 | 36,399 | 26.2% | $89.47万 | 加仓 |
| MMM | 3M CO | $433.10万 | 0.03% | 26,749 | -541 | -2.0% | -$8.76万 | 减仓 |
| SNOW | SNOWFLAKE INC | $434.66万 | 0.03% | 17,079 | -857 | -4.8% | -$21.81万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $435.97万 | 0.03% | 85,729 | 3,184 | 3.9% | $16.19万 | 加仓 |
| ICVT | ISHARES TR | $436.21万 | 0.03% | 35,831 | -12,240 | -25.5% | -$149.01万 | 减仓 |
| DWM | WISDOMTREE TR | $438.60万 | 0.03% | 59,906 | 2,974 | 5.2% | $21.77万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $438.60万 | 0.03% | 40,800 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $440.40万 | 0.03% | 55,726 | -132 | -0.2% | -$1.04万 | 减仓 |
| — | TIDAL TRUST III | $442.21万 | 0.03% | 213,203 | 4,969 | 2.4% | $10.31万 | 加仓 |