13F 机构持仓

Merit Financial Group, LLC

ALPHARETTA GA · SEC CIK 0001621225

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$163.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 2.7%
IUSG 2.3%
QLTY 2.1%
IUSV 2.1%
AAPL 1.9%
IVV 1.6%
NVDA 1.5%
MGK 1.5%
VTV 1.5%
DYNF 1.4%

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
UBND VICTORY PORTFOLIOS II $1.39亿1.03%6,387,075 567,5589.8% $1,236.14万 加仓
USTB VICTORY PORTFOLIOS II $1.43亿1.06%2,822,911 224,2168.6% $1,134.08万 加仓
AVNM AMERICAN CENTY ETF TR $1.54亿1.15%2,026,345 81,4934.2% $620.73万 加仓
MSFT MICROSOFT CORP $1.60亿1.19%431,780 64,31917.5% $2,380.89万 加仓
CORO BLACKROCK ETF TRUST $1.60亿1.19%4,981,377 4,981,377— $1.60亿 新建仓
VOO VANGUARD INDEX FDS $1.64亿1.22%274,941 -7,118-2.5% -$425.34万 减仓
EFV ISHARES TR $1.76亿1.31%2,370,127 97,4414.3% $724.47万 加仓
SPTI SPDR SERIES TRUST $1.78亿1.32%6,208,354 450,4487.8% $1,290.98万 加仓
MGV VANGUARD WORLD FD $1.94亿1.44%1,336,897 75,1296.0% $1,088.99万 加仓
DYNF BLACKROCK ETF TRUST $1.95亿1.45%3,352,902 430,81514.7% $2,506.48万 加仓
VTV VANGUARD INDEX FDS $1.96亿1.45%997,691 28,5872.9% $560.88万 加仓
MGK VANGUARD WORLD FD $1.99亿1.48%542,393 -90,349-14.3% -$3,319.78万 减仓
NVDA NVIDIA CORPORATION $2.00亿1.48%1,145,825 175,91318.1% $3,067.92万 加仓
IVV ISHARES TR $2.10亿1.56%321,276 32,69411.3% $2,135.61万 加仓
AAPL APPLE INC $2.50亿1.86%985,181 82,1879.1% $2,085.82万 加仓
IUSV ISHARES TR $2.85亿2.12%2,788,906 193,9977.5% $1,983.62万 加仓
QLTY GMO ETF TRUST $2.89亿2.14%7,977,528 482,9486.4% $1,747.31万 加仓
IUSG ISHARES TR $3.03亿2.25%1,954,232 327,78020.2% $5,084.19万 加仓
VUG VANGUARD INDEX FDS $3.60亿2.67%824,223 6,3280.8% $276.40万 加仓