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 |
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $443.79万 | 0.03% | 31,001 | 2,379 | 8.3% | $34.06万 | 加仓 |
| TLH | ISHARES TR | $444.68万 | 0.03% | 44,313 | -9,824 | -18.1% | -$98.58万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $448.56万 | 0.03% | 55,958 | 2,964 | 5.6% | $23.76万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $448.77万 | 0.03% | 106,318 | 11,960 | 12.7% | $50.48万 | 加仓 |
| STIP | ISHARES TR | $449.49万 | 0.03% | 43,998 | 34,915 | 384.4% | $356.70万 | 加仓 |
| ES | EVERSOURCE ENERGY | $449.50万 | 0.03% | 62,198 | 35,016 | 128.8% | $253.06万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $456.39万 | 0.03% | 25,836 | 1,579 | 6.5% | $27.89万 | 加仓 |
| IAGG | ISHARES TR | $457.18万 | 0.03% | 90,353 | -814,659 | -90.0% | -$4,122.14万 | 减仓 |
| EXEL | EXELIXIS INC | $460.49万 | 0.03% | 84,634 | -233,479 | -73.4% | -$1,270.36万 | 减仓 |
| USB | US BANCORP | $460.50万 | 0.03% | 76,242 | -401 | -0.5% | -$2.42万 | 减仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $465.24万 | 0.03% | 116,028 | 64,479 | 125.1% | $258.54万 | 加仓 |
| HSY | HERSHEY CO | $465.57万 | 0.03% | 26,536 | -1,180 | -4.3% | -$20.70万 | 减仓 |
| AON | AON PLC | $466.30万 | 0.03% | 14,058 | 3,444 | 32.4% | $114.24万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $466.89万 | 0.03% | 50,926 | 2,700 | 5.6% | $24.75万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $467.47万 | 0.03% | 105,262 | -2,770 | -2.6% | -$12.30万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $467.84万 | 0.03% | 88,808 | 637 | 0.7% | $3.36万 | 加仓 |
| NTRA | NATERA INC | $468.00万 | 0.03% | 17,241 | -516 | -2.9% | -$14.01万 | 减仓 |
| IHF | ISHARES TR | $469.14万 | 0.03% | 84,790 | -35 | -0.0% | -$1,937 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $471.18万 | 0.03% | 17,666 | -431 | -2.4% | -$11.50万 | 减仓 |
| SNY | SANOFI SA | $472.03万 | 0.03% | 110,651 | -4,690 | -4.1% | -$20.01万 | 减仓 |
| CPRT | COPART INC | $472.66万 | 0.03% | 167,671 | -27,969 | -14.3% | -$78.84万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $476.91万 | 0.03% | 115,418 | 51,291 | 80.0% | $211.94万 | 加仓 |
| CRM | SALESFORCE INC | $478.14万 | 0.03% | 30,521 | -56,057 | -64.7% | -$878.18万 | 减仓 |
| CSX | CSX CORP | $478.80万 | 0.03% | 100,737 | 2,926 | 3.0% | $13.91万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $481.24万 | 0.03% | 150,528 | 1,882 | 1.3% | $6.02万 | 加仓 |
| PAVE | GLOBAL X FDS | $486.06万 | 0.03% | 82,494 | -1,292 | -1.5% | -$7.61万 | 减仓 |
| TFC | TRUIST FINL CORP | $492.88万 | 0.03% | 98,933 | 9,749 | 10.9% | $48.57万 | 加仓 |
| POWL | POWELL INDS INC | $492.90万 | 0.03% | 17,213 | -9,424 | -35.4% | -$269.86万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $494.64万 | 0.03% | 70,592 | 5,200 | 8.0% | $36.44万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $494.79万 | 0.03% | 114,587 | -70,039 | -37.9% | -$302.43万 | 减仓 |
| EQIX | EQUINIX INC | $497.43万 | 0.03% | 4,772 | 439 | 10.1% | $45.76万 | 加仓 |
| MCO | MOODYS CORP | $498.87万 | 0.03% | 11,014 | 191 | 1.8% | $8.65万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $499.24万 | 0.03% | 59,611 | 7,567 | 14.5% | $63.37万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $502.70万 | 0.03% | 142,650 | -6,213 | -4.2% | -$21.89万 | 减仓 |
| PSFF | PACER FDS TR | $503.92万 | 0.03% | 146,873 | 10,865 | 8.0% | $37.28万 | 加仓 |
| MDT | MEDTRONIC PLC | $505.98万 | 0.03% | 64,678 | 1,821 | 2.9% | $14.25万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $507.67万 | 0.03% | 96,223 | -5,079 | -5.0% | -$26.80万 | 减仓 |
| VCR | VANGUARD WORLD FD | $508.47万 | 0.03% | 12,820 | -515 | -3.9% | -$20.43万 | 减仓 |
| CIEN | CIENA CORP | $508.62万 | 0.03% | 10,368 | 588 | 6.0% | $28.85万 | 加仓 |
| PYLD | PIMCO ETF TR | $508.87万 | 0.03% | 191,881 | 32,985 | 20.8% | $87.48万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $509.05万 | 0.03% | 160,178 | 33,170 | 26.1% | $105.41万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $511.50万 | 0.03% | 28,698 | -11,977 | -29.4% | -$213.47万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $512.44万 | 0.03% | 29,992 | 29,992 | — | $512.44万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $513.37万 | 0.03% | 15,536 | 1,539 | 11.0% | $50.85万 | 加仓 |
| GARP | ISHARES TR | $517.28万 | 0.03% | 62,663 | 1,510 | 2.5% | $12.46万 | 加仓 |
| IGV | ISHARES TR | $520.32万 | 0.03% | 57,430 | 20,147 | 54.0% | $182.53万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $523.88万 | 0.03% | 3,790 | 692 | 22.3% | $95.65万 | 加仓 |
| IYY | ISHARES TR | $524.05万 | 0.03% | 28,750 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $524.30万 | 0.03% | 21,013 | -5,543 | -20.9% | -$138.31万 | 减仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $524.87万 | 0.03% | 38,506 | -571 | -1.5% | -$7.78万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $530.21万 | 0.03% | 7,100 | 300 | 4.4% | $22.40万 | 重新持有 |
| ABNB | AIRBNB INC | $532.76万 | 0.03% | 37,230 | -4,126 | -10.0% | -$59.04万 | 减仓 |
| EME | EMCOR GROUP INC | $533.53万 | 0.03% | 6,430 | 394 | 6.5% | $32.69万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $534.03万 | 0.03% | 9,856 | -246 | -2.4% | -$13.33万 | 减仓 |
| IMCG | ISHARES TR | $534.23万 | 0.03% | 54,347 | -221 | -0.4% | -$2.17万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $535.66万 | 0.03% | 150,926 | 140,174 | 1,303.7% | $497.50万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $535.88万 | 0.03% | 70,622 | 305 | 0.4% | $2.31万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $536.01万 | 0.03% | 27,953 | 7,913 | 39.5% | $151.73万 | 加仓 |
| GWW | WW GRAINGER INC | $540.08万 | 0.03% | 3,969 | 1,056 | 36.3% | $143.69万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $541.99万 | 0.03% | 123,883 | -5,597 | -4.3% | -$24.49万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $542.53万 | 0.03% | 14,639 | -91 | -0.6% | -$3.37万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $543.34万 | 0.03% | 5,555 | -524 | -8.6% | -$51.25万 | 减仓 |
| NVS | NOVARTIS AG | $545.46万 | 0.03% | 34,804 | 1,096 | 3.3% | $17.18万 | 加仓 |
| EFA | ISHARES TR | $545.92万 | 0.03% | 52,553 | 18,065 | 52.4% | $187.66万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $546.54万 | 0.03% | 236,290 | -32,562 | -12.1% | -$75.32万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $548.00万 | 0.03% | 18,933 | 1,262 | 7.1% | $36.53万 | 加仓 |
| DGRO | ISHARES TR | $548.45万 | 0.03% | 72,364 | -11,791 | -14.0% | -$89.36万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $549.86万 | 0.03% | 189,541 | -44,787 | -19.1% | -$129.93万 | 减仓 |
| ROST | ROSS STORES INC | $553.09万 | 0.03% | 25,984 | 5,297 | 25.6% | $112.75万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $554.26万 | 0.03% | 20,616 | -123 | -0.6% | -$3.31万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $560.44万 | 0.03% | 16,276 | -191 | -1.2% | -$6.58万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $565.19万 | 0.03% | 66,823 | -339 | -0.5% | -$2.87万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $567.67万 | 0.03% | 112,699 | 18,934 | 20.2% | $95.37万 | 加仓 |
| INCY | INCYTE CORP | $573.15万 | 0.03% | 50,561 | 1,077 | 2.2% | $12.21万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $573.49万 | 0.04% | 113,833 | 5,012 | 4.6% | $25.25万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $578.05万 | 0.04% | 98,008 | 26,650 | 37.3% | $157.18万 | 加仓 |
| EMXC | ISHARES INC | $579.57万 | 0.04% | 56,654 | -4,621 | -7.5% | -$47.27万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $579.86万 | 0.04% | 55,399 | 4,038 | 7.9% | $42.27万 | 加仓 |
| TER | TERADYNE INC | $579.89万 | 0.04% | 11,986 | 1,618 | 15.6% | $78.28万 | 加仓 |
| ALL | ALLSTATE CORP | $581.00万 | 0.04% | 24,418 | 2,881 | 13.4% | $68.55万 | 加仓 |
| NEM | NEWMONT CORP | $581.54万 | 0.04% | 62,263 | -1,779 | -2.8% | -$16.62万 | 减仓 |
| D | DOMINION ENERGY INC | $582.73万 | 0.04% | 85,331 | 51,001 | 148.6% | $348.29万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $591.62万 | 0.04% | 7,753 | 1,293 | 20.0% | $98.67万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $591.64万 | 0.04% | 37,289 | -11,213 | -23.1% | -$177.91万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $595.39万 | 0.04% | 26,932 | 26,932 | — | $595.39万 | 新建仓 |
| ADBE | ADOBE INC | $597.37万 | 0.04% | 29,137 | -6,381 | -18.0% | -$130.82万 | 减仓 |
| IWD | ISHARES TR | $600.78万 | 0.04% | 24,782 | -106 | -0.4% | -$2.57万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $601.75万 | 0.04% | 62,402 | -3,005 | -4.6% | -$28.98万 | 减仓 |
| VFH | VANGUARD WORLD FD | $605.57万 | 0.04% | 46,016 | -85 | -0.2% | -$1.12万 | 减仓 |
| IBDU | ISHARES TR | $606.00万 | 0.04% | 261,657 | 54,020 | 26.0% | $125.11万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $606.93万 | 0.04% | 12,218 | 1,883 | 18.2% | $93.54万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $607.32万 | 0.04% | 120,095 | -104,418 | -46.5% | -$528.04万 | 减仓 |
| DGRW | WISDOMTREE TR | $609.69万 | 0.04% | 63,762 | -25,339 | -28.4% | -$242.29万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $610.04万 | 0.04% | 142,932 | -4,830 | -3.3% | -$20.61万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $624.17万 | 0.04% | 58,262 | -19,335 | -24.9% | -$207.14万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $627.64万 | 0.04% | 36,434 | 2,929 | 8.7% | $50.46万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $629.75万 | 0.04% | 11,233 | -27 | -0.2% | -$1.51万 | 减仓 |
| HON | HONEYWELL INTL INC | $630.48万 | 0.04% | 28,159 | -38,294 | -57.6% | -$857.40万 | 减仓 |
| SDY | SPDR SERIES TRUST | $632.61万 | 0.04% | 41,570 | -3,996 | -8.8% | -$60.81万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $632.81万 | 0.04% | 87,549 | -41,088 | -31.9% | -$296.98万 | 减仓 |