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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $1,727.79万 | 0.11% | 303,228 | 21,184 | 7.5% | $120.71万 | 加仓 |
| IWM | ISHARES TR | $1,742.77万 | 0.11% | 58,006 | -12,657 | -17.9% | -$380.28万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,744.17万 | 0.11% | 33,960 | -725 | -2.1% | -$37.24万 | 减仓 |
| CB | CHUBB LIMITED | $1,750.93万 | 0.11% | 51,386 | 1,165 | 2.3% | $39.70万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,766.32万 | 0.11% | 435,269 | 44,113 | 11.3% | $179.01万 | 加仓 |
| USMV | ISHARES TR | $1,771.62万 | 0.11% | 183,663 | 10,257 | 5.9% | $98.94万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,788.58万 | 0.11% | 331,096 | 41,827 | 14.5% | $225.95万 | 加仓 |
| AGG | ISHARES TR | $1,792.70万 | 0.11% | 181,117 | 7,541 | 4.3% | $74.64万 | 加仓 |
| OEF | ISHARES TR | $1,830.62万 | 0.11% | 50,035 | -2,543 | -4.8% | -$93.04万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,833.43万 | 0.11% | 74,463 | 17,581 | 30.9% | $432.88万 | 加仓 |
| ILF | ISHARES TR | $1,863.68万 | 0.11% | 552,201 | 124,529 | 29.1% | $420.29万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,876.52万 | 0.11% | 325,390 | -1,027 | -0.3% | -$5.92万 | 减仓 |
| PEP | PEPSICO INC | $1,876.86万 | 0.11% | 138,616 | -4,825 | -3.4% | -$65.33万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,913.09万 | 0.12% | 356,854 | 20,305 | 6.0% | $108.85万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,919.56万 | 0.12% | 81,124 | -2,027 | -2.4% | -$47.96万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,920.23万 | 0.12% | 370,844 | 44,652 | 13.7% | $231.21万 | 加仓 |
| — | TIDAL TRUST III | $1,950.04万 | 0.12% | 1,057,503 | 27,641 | 2.7% | $50.97万 | 加仓 |
| SHOP | SHOPIFY INC | $1,951.45万 | 0.12% | 170,910 | 131,942 | 338.6% | $1,506.52万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,974.64万 | 0.12% | 432,089 | 3,179 | 0.7% | $14.53万 | 加仓 |
| LQD | ISHARES TR | $1,976.18万 | 0.12% | 181,185 | 14,224 | 8.5% | $155.14万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,977.71万 | 0.12% | 713,975 | 251,845 | 54.5% | $697.61万 | 加仓 |
| NFLX | NETFLIX INC. | $2,018.50万 | 0.12% | 282,703 | 85,058 | 43.0% | $607.32万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $2,058.37万 | 0.13% | 689,804 | 2,232 | 0.3% | $6.66万 | 加仓 |
| SPYI | NEOS ETF TRUST | $2,059.30万 | 0.13% | 387,889 | 6,495 | 1.7% | $34.48万 | 加仓 |
| IVE | ISHARES TR | $2,065.13万 | 0.13% | 90,951 | -10,418 | -10.3% | -$236.55万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,075.55万 | 0.13% | 705,251 | -43,950 | -5.9% | -$129.34万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,079.54万 | 0.13% | 173,991 | -6,577 | -3.6% | -$78.61万 | 减仓 |
| FAST | FASTENAL CO | $2,087.03万 | 0.13% | 434,526 | -128,805 | -22.9% | -$618.65万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2,087.53万 | 0.13% | 557,268 | 27,545 | 5.2% | $103.18万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $2,098.67万 | 0.13% | 713,832 | -15,257 | -2.1% | -$44.86万 | 减仓 |
| IYW | ISHARES TR | $2,109.76万 | 0.13% | 83,644 | -988 | -1.2% | -$24.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,126.80万 | 0.13% | 44,535 | -89 | -0.2% | -$4.25万 | 减仓 |
| GEV | GE VERNOVA INC | $2,160.04万 | 0.13% | 18,386 | 1,089 | 6.3% | $127.94万 | 加仓 |
| IWF | ISHARES TR | $2,161.22万 | 0.13% | 174,053 | -31,231 | -15.2% | -$387.80万 | 减仓 |
| OILK | PROSHARES TR | $2,170.88万 | 0.13% | 457,123 | 425,134 | 1,329.0% | $2,018.96万 | 加仓 |
| EEM | ISHARES TR | $2,200.14万 | 0.13% | 321,611 | 49,057 | 18.0% | $335.60万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,214.53万 | 0.14% | 74,295 | 3,185 | 4.5% | $94.94万 | 加仓 |
| MS | MORGAN STANLEY | $2,224.97万 | 0.14% | 106,437 | 6,200 | 6.2% | $129.61万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,230.98万 | 0.14% | 387,188 | 18,574 | 5.0% | $107.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,234.89万 | 0.14% | 22,097 | 431 | 2.0% | $43.59万 | 加仓 |
| IUSB | ISHARES TR | $2,268.29万 | 0.14% | 491,505 | 75,364 | 18.1% | $347.80万 | 加仓 |
| AVGO | BROADCOM INC 看跌期权 | $2,277.83万 | 0.14% | 60,300 | 300 | 0.5% | $11.33万 | 加仓 |
| ACWX | ISHARES TR | $2,294.05万 | 0.14% | 301,412 | -15,520 | -4.9% | -$118.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,337.13万 | 0.14% | 129,187 | -4,507 | -3.4% | -$81.54万 | 减仓 |
| RTX | RTX CORPORATION | $2,350.58万 | 0.14% | 123,890 | 2,622 | 2.2% | $49.75万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,431.81万 | 0.15% | 114,293 | 27,011 | 30.9% | $574.71万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,440.50万 | 0.15% | 195,616 | 59,883 | 44.1% | $747.10万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,440.66万 | 0.15% | 484,355 | 4,442 | 0.9% | $22.38万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,472.10万 | 0.15% | 193,496 | 4,756 | 2.5% | $60.76万 | 加仓 |
| TLT | ISHARES TR | $2,502.23万 | 0.15% | 289,543 | 144,965 | 100.3% | $1,252.79万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,506.17万 | 0.15% | 348,320 | 12,664 | 3.8% | $91.12万 | 加仓 |
| BFC | BANK FIRST CORP | $2,581.97万 | 0.16% | 174,046 | -2,681 | -1.5% | -$39.77万 | 减仓 |
| KLAC | KLA CORP | $2,636.29万 | 0.16% | 87,377 | -793 | -0.9% | -$23.93万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,648.20万 | 0.16% | 72,415 | -7,311 | -9.2% | -$267.36万 | 减仓 |
| INTC | INTEL CORP | $2,681.89万 | 0.16% | 192,070 | -26,214 | -12.0% | -$366.03万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2,686.79万 | 0.16% | 802,985 | 51,709 | 6.9% | $173.02万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,687.83万 | 0.16% | 158,220 | -14,612 | -8.5% | -$248.23万 | 减仓 |
| MRK | MERCK & CO INC | $2,689.35万 | 0.16% | 209,288 | 12,447 | 6.3% | $159.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,705.51万 | 0.17% | 142,007 | -2,116 | -1.5% | -$40.31万 | 减仓 |
| USFR | WISDOMTREE TR | $2,706.89万 | 0.17% | 537,614 | 156,691 | 41.1% | $788.94万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,711.79万 | 0.17% | 41,345 | -271 | -0.7% | -$17.77万 | 减仓 |
| ABBV | ABBVIE INC | $2,734.15万 | 0.17% | 108,652 | 3,742 | 3.6% | $94.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,775.39万 | 0.17% | 759,755 | 573,709 | 308.4% | $2,095.76万 | 加仓 |
| IGEB | ISHARES TR | $2,797.57万 | 0.17% | 620,167 | 94,524 | 18.0% | $426.40万 | 加仓 |
| IWY | ISHARES TR | $2,819.80万 | 0.17% | 97,027 | -2,532 | -2.5% | -$73.59万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,860.39万 | 0.17% | 590,624 | 144,138 | 32.3% | $698.06万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,862.56万 | 0.17% | 778,293 | 7,389 | 1.0% | $27.18万 | 加仓 |
| KO | COCA COLA CO | $2,874.22万 | 0.18% | 353,665 | 8,131 | 2.4% | $66.08万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $2,993.72万 | 0.18% | 1,184,223 | 24,097 | 2.1% | $60.92万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,050.74万 | 0.19% | 369,250 | -7,664 | -2.0% | -$63.32万 | 减仓 |
| MINT | PIMCO ETF TR | $3,051.98万 | 0.19% | 302,746 | 250,252 | 476.7% | $2,522.79万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,064.41万 | 0.19% | 880,325 | 75,534 | 9.4% | $262.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,067.99万 | 0.19% | 185,088 | 31,287 | 20.3% | $518.61万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,091.32万 | 0.19% | 127,220 | -14,175 | -10.0% | -$344.44万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,161.20万 | 0.19% | 874,953 | 176,771 | 25.3% | $638.67万 | 加仓 |
| QQQI | NEOS ETF TRUST | $3,174.24万 | 0.19% | 558,944 | 5,171 | 0.9% | $29.37万 | 加仓 |
| GE | GE AEROSPACE | $3,219.83万 | 0.20% | 86,154 | 1,492 | 1.8% | $55.76万 | 加仓 |
| CSCO | CISCO SYS INC | $3,241.31万 | 0.20% | 275,950 | 36,263 | 15.1% | $425.95万 | 加仓 |
| IVW | ISHARES TR | $3,254.97万 | 0.20% | 236,673 | -3,710 | -1.5% | -$51.02万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,261.47万 | 0.20% | 75,266 | -36,870 | -32.9% | -$1,597.67万 | 减仓 |
| V | VISA INC | $3,295.27万 | 0.20% | 96,047 | 4,589 | 5.0% | $157.44万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,384.61万 | 0.21% | 448,234 | -147,756 | -24.8% | -$1,115.71万 | 减仓 |
| SUB | ISHARES TR | $3,439.62万 | 0.21% | 323,060 | 81,554 | 33.8% | $868.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,512.12万 | 0.21% | 694,370 | 139,527 | 25.1% | $705.73万 | 加仓 |
| HD | HOME DEPOT INC | $3,558.60万 | 0.22% | 100,902 | 19,584 | 24.1% | $690.69万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $3,665.40万 | 0.22% | 652,788 | 77,430 | 13.5% | $434.77万 | 加仓 |
| IJR | ISHARES TR | $3,704.62万 | 0.23% | 249,788 | -1,686 | -0.7% | -$25.01万 | 减仓 |
| QUAL | ISHARES TR | $3,799.93万 | 0.23% | 173,173 | -328,732 | -65.5% | -$7,213.35万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,803.62万 | 0.23% | 432,820 | -139 | -0.0% | -$1.22万 | 减仓 |
| MUB | ISHARES TR | $3,869.18万 | 0.24% | 359,522 | 103,587 | 40.5% | $1,114.80万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $3,899.11万 | 0.24% | 528,335 | 108,878 | 26.0% | $803.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,999.59万 | 0.24% | 68,850 | 2,554 | 3.9% | $148.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,197.69万 | 0.26% | 44,872 | 2,845 | 6.8% | $266.14万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $4,240.94万 | 0.26% | 1,165,412 | 33,873 | 3.0% | $123.26万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $4,246.92万 | 0.26% | 844,485 | 844,485 | — | $4,246.92万 | 新建仓 |
| IEFA | ISHARES TR | $4,364.10万 | 0.27% | 451,864 | -89,627 | -16.6% | -$865.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,448.32万 | 0.27% | 303,349 | 18,702 | 6.6% | $274.25万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,570.61万 | 0.28% | 63,218 | 23,962 | 61.0% | $1,732.43万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $4,611.67万 | 0.28% | 1,644,090 | 1,644,090 | — | $4,611.67万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $4,639.98万 | 0.28% | 1,407,335 | 3,314 | 0.2% | $10.93万 | 加仓 |