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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $640.11万 | 0.04% | 66,505 | -2,435 | -3.5% | -$23.44万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $643.38万 | 0.04% | 188,536 | 35,519 | 23.2% | $121.21万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $644.53万 | 0.04% | 208,925 | 10,175 | 5.1% | $31.39万 | 加仓 |
| PCG | PG&E CORP | $645.64万 | 0.04% | 383,850 | -8,806 | -2.2% | -$14.81万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $646.29万 | 0.04% | 133,836 | 94,235 | 238.0% | $455.06万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $646.93万 | 0.04% | 17,236 | 5,396 | 45.6% | $202.53万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $648.21万 | 0.04% | 70,252 | -3,032 | -4.1% | -$27.98万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $652.44万 | 0.04% | 21,300 | -362 | -1.7% | -$11.09万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $652.54万 | 0.04% | 9,277 | -944 | -9.2% | -$66.40万 | 减仓 |
| VLO | VALERO ENERGY CORP | $652.76万 | 0.04% | 25,063 | 5,194 | 26.1% | $135.28万 | 加仓 |
| PFE | PFIZER INC | $655.23万 | 0.04% | 272,103 | 20,637 | 8.2% | $49.69万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $655.81万 | 0.04% | 84,175 | -8,944 | -9.6% | -$69.68万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $658.96万 | 0.04% | 248,263 | 4,922 | 2.0% | $13.06万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $661.70万 | 0.04% | 86,734 | 13,389 | 18.3% | $102.15万 | 加仓 |
| VEEV | VEEVA SYS INC | $662.54万 | 0.04% | 37,333 | -10,066 | -21.2% | -$178.64万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $662.67万 | 0.04% | 165,132 | 31,369 | 23.5% | $125.88万 | 加仓 |
| ILCG | ISHARES TR | $663.07万 | 0.04% | 56,663 | 2,444 | 4.5% | $28.60万 | 加仓 |
| BX | BLACKSTONE INC | $664.84万 | 0.04% | 56,500 | 487 | 0.9% | $5.73万 | 加仓 |
| FDX | FEDEX CORP | $665.73万 | 0.04% | 21,261 | 827 | 4.0% | $25.90万 | 加仓 |
| CVS | CVS HEALTH CORP | $667.55万 | 0.04% | 64,529 | 2,530 | 4.1% | $26.17万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $669.60万 | 0.04% | 106,471 | 12,215 | 13.0% | $76.82万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $674.21万 | 0.04% | 23,300 | -1,000 | -4.1% | -$28.94万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $675.90万 | 0.04% | 20,474 | 1,253 | 6.5% | $41.36万 | 加仓 |
| WMB | WILLIAMS COS INC | $681.53万 | 0.04% | 91,678 | 402 | 0.4% | $2.99万 | 加仓 |
| PWR | QUANTA SVCS INC | $686.36万 | 0.04% | 9,532 | 6,236 | 189.2% | $449.03万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $687.85万 | 0.04% | 135,791 | 542 | 0.4% | $2.75万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $689.78万 | 0.04% | 83,458 | 16,788 | 25.2% | $138.75万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $693.31万 | 0.04% | 75,286 | 34,646 | 85.3% | $319.06万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $706.28万 | 0.04% | 77,836 | 14,031 | 22.0% | $127.32万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $707.35万 | 0.04% | 278,045 | 32,783 | 13.4% | $83.40万 | 加仓 |
| IWP | ISHARES TR | $709.05万 | 0.04% | 48,429 | 16,331 | 50.9% | $239.10万 | 加仓 |
| PSX | PHILLIPS 66 | $711.35万 | 0.04% | 42,079 | 6,333 | 17.7% | $107.06万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $719.48万 | 0.04% | 29,222 | -1,016 | -3.4% | -$25.01万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $724.91万 | 0.04% | 36,135 | 8,938 | 32.9% | $179.31万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $726.29万 | 0.04% | 56,826 | -65,665 | -53.6% | -$839.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $726.32万 | 0.04% | 57,490 | -3,424 | -5.6% | -$43.26万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $726.64万 | 0.04% | 193,720 | -8,270 | -4.1% | -$31.02万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $729.18万 | 0.04% | 56,517 | 2,822 | 5.3% | $36.41万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $741.74万 | 0.05% | 145,926 | -1,462 | -1.0% | -$7.43万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $742.63万 | 0.05% | 364,571 | 158,196 | 76.7% | $322.24万 | 加仓 |
| GDX | VANECK ETF TRUST | $747.26万 | 0.05% | 99,041 | 92,720 | 1,466.9% | $699.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $748.82万 | 0.05% | 203,096 | -1,755 | -0.9% | -$6.47万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $753.31万 | 0.05% | 133,994 | -9,354 | -6.5% | -$52.59万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $753.94万 | 0.05% | 406,876 | 8,504 | 2.1% | $15.76万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $754.70万 | 0.05% | 38,193 | -442 | -1.1% | -$8.73万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $758.89万 | 0.05% | 277,677 | 35,323 | 14.6% | $96.54万 | 加仓 |
| AFL | AFLAC INC | $759.80万 | 0.05% | 64,802 | 702 | 1.1% | $8.23万 | 加仓 |
| EIX | EDISON INTL | $764.15万 | 0.05% | 102,639 | 2,706 | 2.7% | $20.15万 | 加仓 |
| COWZ | PACER FDS TR | $769.69万 | 0.05% | 123,744 | -31,851 | -20.5% | -$198.11万 | 减仓 |
| IWL | ISHARES TR | $771.22万 | 0.05% | 41,699 | 449 | 1.1% | $8.30万 | 加仓 |
| DAL | DELTA AIR LINES INC | $773.06万 | 0.05% | 82,540 | -918 | -1.1% | -$8.60万 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $774.96万 | 0.05% | 46,857 | -175 | -0.4% | -$2.89万 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $775.28万 | 0.05% | 140,014 | -16,475 | -10.5% | -$91.22万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $778.69万 | 0.05% | 197,588 | 51,176 | 35.0% | $201.68万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $781.14万 | 0.05% | 141,999 | 24,317 | 20.7% | $133.77万 | 加仓 |
| VOX | VANGUARD WORLD FD | $783.16万 | 0.05% | 42,575 | 7,955 | 23.0% | $146.33万 | 加仓 |
| IBDR | ISHARES TR | $784.27万 | 0.05% | 323,679 | 17,447 | 5.7% | $42.27万 | 加仓 |
| WELL | WELLTOWER INC | $788.59万 | 0.05% | 34,745 | 1,025 | 3.0% | $23.26万 | 加仓 |
| SNDK | SANDISK CORP | $800.85万 | 0.05% | 3,523 | -822 | -18.9% | -$186.86万 | 减仓 |
| MLRG | ISHARES TR | $803.98万 | 0.05% | 77,566 | 4,424 | 6.0% | $45.86万 | 加仓 |
| QCOM | QUALCOMM INC | $806.39万 | 0.05% | 43,638 | -62,377 | -58.8% | -$1,152.66万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $806.67万 | 0.05% | 27,079 | 5,047 | 22.9% | $150.35万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $807.65万 | 0.05% | 133,960 | 22,439 | 20.1% | $135.28万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $810.54万 | 0.05% | 78,655 | -2,802 | -3.4% | -$28.87万 | 减仓 |
| SYK | STRYKER CORPORATION | $814.11万 | 0.05% | 25,858 | 121 | 0.5% | $3.81万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $820.40万 | 0.05% | 244,967 | 826 | 0.3% | $2.77万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $825.24万 | 0.05% | 165,710 | 53,030 | 47.1% | $264.09万 | 加仓 |
| IBDT | ISHARES TR | $827.22万 | 0.05% | 327,611 | 40,680 | 14.2% | $102.72万 | 加仓 |
| HYD | VANECK ETF TRUST | $834.98万 | 0.05% | 162,100 | 12,671 | 8.5% | $65.27万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $835.97万 | 0.05% | 16,002 | -2,774 | -14.8% | -$144.92万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $843.68万 | 0.05% | 226,432 | -3,759 | -1.6% | -$14.01万 | 减仓 |
| CNC | CENTENE CORP DEL | $845.74万 | 0.05% | 131,756 | -14,748 | -10.1% | -$94.67万 | 减仓 |
| ESGU | ISHARES TR | $846.52万 | 0.05% | 51,721 | 2,199 | 4.4% | $35.99万 | 加仓 |
| DE | DEERE & CO | $849.59万 | 0.05% | 13,394 | -549 | -3.9% | -$34.82万 | 减仓 |
| USIG | ISHARES TR | $852.94万 | 0.05% | 166,298 | -190,039 | -53.3% | -$974.71万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $854.73万 | 0.05% | 87,040 | -6,254 | -6.7% | -$61.41万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $857.82万 | 0.05% | 53,102 | 3,662 | 7.4% | $59.16万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $859.77万 | 0.05% | 164,865 | -3,131 | -1.9% | -$16.33万 | 减仓 |
| TMUS | T-MOBILE US INC | $861.26万 | 0.05% | 51,349 | 9,244 | 22.0% | $155.05万 | 加仓 |
| ASML | ASML HLDG NV | $863.45万 | 0.05% | 4,339 | 23 | 0.5% | $4.58万 | 加仓 |
| GM | GENERAL MTRS CO | $881.58万 | 0.05% | 114,373 | 969 | 0.9% | $7.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $887.16万 | 0.05% | 47,895 | -564 | -1.2% | -$10.45万 | 减仓 |
| COP | CONOCOPHILLIPS | $889.56万 | 0.05% | 85,569 | 3,088 | 3.7% | $32.10万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $890.37万 | 0.05% | 210,290 | 12,592 | 6.4% | $53.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $890.51万 | 0.05% | 157,668 | -19,410 | -11.0% | -$109.63万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $890.70万 | 0.05% | 94,836 | -14,801 | -13.5% | -$139.01万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $890.96万 | 0.05% | 70,386 | 9,560 | 15.7% | $121.01万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $891.39万 | 0.05% | 116,217 | 7,376 | 6.8% | $56.57万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $891.51万 | 0.05% | 56,802 | 302 | 0.5% | $4.74万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $892.85万 | 0.05% | 380,909 | 47,212 | 14.1% | $110.66万 | 加仓 |
| SYSB | ISHARES TR | $898.79万 | 0.05% | 101,310 | 21,646 | 27.2% | $192.04万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $910.72万 | 0.06% | 94,385 | 2,242 | 2.4% | $21.63万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $912.94万 | 0.06% | 78,182 | 2,608 | 3.5% | $30.45万 | 加仓 |
| SHYG | ISHARES TR | $913.74万 | 0.06% | 215,454 | 11,282 | 5.5% | $47.85万 | 加仓 |
| IBDS | ISHARES TR | $923.49万 | 0.06% | 381,291 | 26,964 | 7.6% | $65.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $929.73万 | 0.06% | 41,514 | 5,305 | 14.7% | $118.81万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $936.17万 | 0.06% | 103,903 | -740 | -0.7% | -$6.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $939.32万 | 0.06% | 18,438 | -3,266 | -15.0% | -$166.39万 | 减仓 |
| PLD | PROLOGIS INC. | $947.82万 | 0.06% | 69,964 | 36,423 | 108.6% | $493.43万 | 加仓 |
| IJH | ISHARES TR | $948.56万 | 0.06% | 123,014 | -3,832 | -3.0% | -$29.55万 | 减仓 |