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 |
|---|---|---|---|---|---|---|---|---|
| UBND | VICTORY PORTFOLIOS II | $1.39亿 | 1.03% | 6,387,075 | 567,558 | 9.8% | $1,236.14万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1.43亿 | 1.06% | 2,822,911 | 224,216 | 8.6% | $1,134.08万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1.54亿 | 1.15% | 2,026,345 | 81,493 | 4.2% | $620.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.60亿 | 1.19% | 431,780 | 64,319 | 17.5% | $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 | 97,441 | 4.3% | $724.47万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1.78亿 | 1.32% | 6,208,354 | 450,448 | 7.8% | $1,290.98万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.94亿 | 1.44% | 1,336,897 | 75,129 | 6.0% | $1,088.99万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.95亿 | 1.45% | 3,352,902 | 430,815 | 14.7% | $2,506.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.96亿 | 1.45% | 997,691 | 28,587 | 2.9% | $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 | 175,913 | 18.1% | $3,067.92万 | 加仓 |
| IVV | ISHARES TR | $2.10亿 | 1.56% | 321,276 | 32,694 | 11.3% | $2,135.61万 | 加仓 |
| AAPL | APPLE INC | $2.50亿 | 1.86% | 985,181 | 82,187 | 9.1% | $2,085.82万 | 加仓 |
| IUSV | ISHARES TR | $2.85亿 | 2.12% | 2,788,906 | 193,997 | 7.5% | $1,983.62万 | 加仓 |
| QLTY | GMO ETF TRUST | $2.89亿 | 2.14% | 7,977,528 | 482,948 | 6.4% | $1,747.31万 | 加仓 |
| IUSG | ISHARES TR | $3.03亿 | 2.25% | 1,954,232 | 327,780 | 20.2% | $5,084.19万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.60亿 | 2.67% | 824,223 | 6,328 | 0.8% | $276.40万 | 加仓 |