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 |
|---|---|---|---|---|---|---|---|---|
| — | WESTERN ASSET HIGH INCOME OP | $9.25万 | 0.00% | 25,484 | 5,189 | 25.6% | $1.88万 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $9.28万 | 0.00% | 12,287 | 347 | 2.9% | $2,620 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $9.31万 | 0.00% | 17,242 | 3,172 | 22.5% | $1.71万 | 加仓 |
| — | CURIOSITYSTREAM INC | $9.32万 | 0.00% | 31,497 | 722 | 2.3% | $2,137 | 加仓 |
| BBDC | BARINGS BDC INC | $9.42万 | 0.00% | 11,448 | 357 | 3.2% | $2,938 | 加仓 |
| GNW | GENWORTH FINL INC | $9.50万 | 0.00% | 11,699 | -5,275 | -31.1% | -$4.28万 | 减仓 |
| — | MISTER CAR WASH INC | $9.56万 | 0.00% | 13,721 | 1,717 | 14.3% | $1.20万 | 加仓 |
| PHR | PHREESIA INC | $9.72万 | 0.00% | 11,594 | 11,594 | — | $9.72万 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP | $9.98万 | 0.00% | 13,224 | 203 | 1.6% | $1,533 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $9.99万 | 0.00% | 16,706 | 3,584 | 27.3% | $2.14万 | 加仓 |
| NEOG | NEOGEN CORP | $10.08万 | 0.00% | 10,853 | 706 | 7.0% | $6,559 | 加仓 |
| — | HIGH INCOME SECS FD | $10.25万 | 0.00% | 18,575 | 369 | 2.0% | $2,037 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $10.31万 | 0.00% | 16,184 | 16,184 | — | $10.31万 | 新建仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $10.40万 | 0.00% | 10,228 | 10,228 | — | $10.40万 | 新建仓 |
| EIM | EATON VANCE MUN BD FD | $10.59万 | 0.00% | 10,841 | 10,841 | — | $10.59万 | 新建仓 |
| MFA | MFA FINL INC | $10.79万 | 0.00% | 11,268 | 77 | 0.7% | $738 | 加仓 |
| PD | PAGERDUTY INC | $10.86万 | 0.00% | 17,484 | 17,484 | — | $10.86万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $11.03万 | 0.00% | 13,569 | -8,930 | -39.7% | -$7.26万 | 减仓 |
| AVPT | AVEPOINT INC | $11.03万 | 0.00% | 11,600 | 11,600 | — | $11.03万 | 新建仓 |
| UMC | UNITED MICROELECTRONICS CORP | $11.10万 | 0.00% | 12,357 | 1,968 | 18.9% | $1.77万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $11.13万 | 0.00% | 10,726 | -1,146 | -9.7% | -$1.19万 | 减仓 |
| ASAN | ASANA INC | $11.27万 | 0.00% | 17,607 | 17,607 | — | $11.27万 | 新建仓 |
| GRFS | GRIFOLS S A | $11.36万 | 0.00% | 14,166 | 301 | 2.2% | $2,414 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $11.48万 | 0.00% | 15,270 | -4,038 | -20.9% | -$3.04万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $11.54万 | 0.00% | 26,908 | 26,908 | — | $11.54万 | 新建仓 |
| IHS | IHS HOLDING LIMITED | $11.71万 | 0.00% | 14,229 | -195 | -1.4% | -$1,605 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $11.79万 | 0.00% | 26,683 | 16,451 | 160.8% | $7.27万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $11.80万 | 0.00% | 21,259 | 8,546 | 67.2% | $4.74万 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $11.88万 | 0.00% | 14,176 | 1,617 | 12.9% | $1.36万 | 加仓 |
| HAFN | HAFNIA LTD | $12.09万 | 0.00% | 15,901 | 413 | 2.7% | $3,139 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $12.25万 | 0.00% | 11,257 | 1,409 | 14.3% | $1.53万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $12.33万 | 0.00% | 14,596 | 1,818 | 14.2% | $1.54万 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $12.39万 | 0.00% | 21,259 | 170 | 0.8% | $991 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $12.55万 | 0.00% | 11,939 | 11,939 | — | $12.55万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $12.62万 | 0.00% | 11,421 | -3,864 | -25.3% | -$4.27万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC 看跌期权 | $12.75万 | 0.00% | 40,800 | -300 | -0.7% | -$938 | 减仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $13.79万 | 0.00% | 14,717 | 3,035 | 26.0% | $2.84万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $14.22万 | 0.00% | 21,942 | -287 | -1.3% | -$1,860 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $14.30万 | 0.00% | 11,149 | 193 | 1.8% | $2,476 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $14.45万 | 0.00% | 10,748 | 241 | 2.3% | $3,239 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $14.90万 | 0.00% | 10,004 | 10,004 | — | $14.90万 | 新建仓 |
| AVK | ADVENT CONV & INCOME FD | $15.43万 | 0.00% | 13,827 | -498 | -3.5% | -$5,558 | 减仓 |
| BHVN | BIOHAVEN LTD | $15.60万 | 0.00% | 18,437 | 3,743 | 25.5% | $3.17万 | 加仓 |
| — | NUVEEN NY AMT FREE | $15.70万 | 0.00% | 15,379 | 3,213 | 26.4% | $3.28万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $15.72万 | 0.00% | 12,679 | -29 | -0.2% | -$360 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $15.75万 | 0.00% | 18,617 | -237 | -1.3% | -$2,005 | 减仓 |
| ARDX | ARDELYX INC | $15.79万 | 0.00% | 26,367 | 2,117 | 8.7% | $1.27万 | 加仓 |
| GOGO | GOGO INC | $15.80万 | 0.00% | 39,310 | 1,474 | 3.9% | $5,925 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $15.91万 | 0.00% | 13,064 | -4,293 | -24.7% | -$5.23万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $15.93万 | 0.00% | 14,296 | 2,608 | 22.3% | $2.91万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $16.21万 | 0.00% | 15,168 | 2,802 | 22.7% | $3.00万 | 加仓 |
| WEN | WENDYS CO | $16.51万 | 0.00% | 23,761 | -27,015 | -53.2% | -$18.78万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $16.57万 | 0.00% | 10,558 | -1,290 | -10.9% | -$2.02万 | 减仓 |
| COUR | COURSERA INC | $16.61万 | 0.00% | 28,533 | 15,800 | 124.1% | $9.20万 | 加仓 |
| PK | PARK HOTELS & RESORTS INC | $16.62万 | 0.00% | 15,785 | -3,087 | -16.4% | -$3.25万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $16.67万 | 0.00% | 13,552 | 1,770 | 15.0% | $2.18万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $16.68万 | 0.00% | 11,102 | 11,102 | — | $16.68万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $16.69万 | 0.00% | 30,915 | -4,622 | -13.0% | -$2.50万 | 减仓 |
| WU | WESTERN UN CO | $16.70万 | 0.00% | 19,131 | 5,376 | 39.1% | $4.69万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $16.95万 | 0.00% | 11,278 | -1,752 | -13.4% | -$2.63万 | 减仓 |
| — | HERITAGE COMM CORP | $17.14万 | 0.00% | 13,736 | 1,353 | 10.9% | $1.69万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $17.17万 | 0.00% | 17,276 | 2,862 | 19.9% | $2.84万 | 加仓 |
| RIG | TRANSOCEAN LTD | $17.22万 | 0.00% | 25,968 | 25,968 | — | $17.22万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $17.69万 | 0.00% | 16,107 | 16,107 | — | $17.69万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $17.77万 | 0.00% | 15,451 | -4,262 | -21.6% | -$4.90万 | 减仓 |
| DOLE | DOLE PLC | $18.05万 | 0.00% | 12,629 | 19 | 0.2% | $272 | 加仓 |
| SAIL | SAILPOINT INC | $18.05万 | 0.00% | 13,634 | 13,634 | — | $18.05万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $18.06万 | 0.00% | 10,998 | -195 | -1.7% | -$3,202 | 减仓 |
| — | ANNOVIS BIO INC | $18.13万 | 0.00% | 81,316 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $18.46万 | 0.00% | 10,915 | 10,915 | — | $18.46万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $18.57万 | 0.00% | 29,526 | 2,517 | 9.3% | $1.58万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $18.74万 | 0.00% | 18,553 | 163 | 0.9% | $1,646 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $18.74万 | 0.00% | 15,551 | -3,900 | -20.1% | -$4.70万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $18.91万 | 0.00% | 38,834 | -7,831 | -16.8% | -$3.81万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $19.11万 | 0.00% | 25,340 | -5,838 | -18.7% | -$4.40万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $19.19万 | 0.00% | 10,250 | 0 | 0.0% | — | 不变 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $19.20万 | 0.00% | 54,707 | 5,329 | 10.8% | $1.87万 | 加仓 |
| SONO | SONOS INC | $19.21万 | 0.00% | 14,334 | 382 | 2.7% | $5,119 | 加仓 |
| NPFD | NUVEEN VRIABL RAT PFD & INM | $19.42万 | 0.00% | 10,700 | 165 | 1.6% | $2,995 | 加仓 |
| CVBF | CVB FINL CORP | $19.52万 | 0.00% | 10,069 | -606 | -5.7% | -$1.18万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $19.54万 | 0.00% | 15,193 | 2,123 | 16.2% | $2.73万 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $19.59万 | 0.00% | 16,887 | -4,699 | -21.8% | -$5.45万 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $19.93万 | 0.00% | 13,432 | 3,091 | 29.9% | $4.59万 | 加仓 |
| WCLD | WISDOMTREE TR | $20.02万 | 0.00% | 7,328 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $20.03万 | 0.00% | 7,443 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL SE | $20.04万 | 0.00% | 3,081 | 3,081 | — | $20.04万 | 新建仓 |
| PRAA | PRA GROUP INC | $20.05万 | 0.00% | 11,458 | 11,458 | — | $20.05万 | 新建仓 |
| SNAP | SNAP INC | $20.09万 | 0.00% | 43,665 | 23,504 | 116.6% | $10.81万 | 加仓 |
| ASTE | ASTEC INDS INC | $20.09万 | 0.00% | 3,731 | 3,731 | — | $20.09万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $20.10万 | 0.00% | 7,576 | 7,576 | — | $20.10万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $20.12万 | 0.00% | 2,694 | 2,694 | — | $20.12万 | 新建仓 |
| BOCT | INNOVATOR ETFS TRUST | $20.14万 | 0.00% | 4,196 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $20.15万 | 0.00% | 2,490 | -1,362 | -35.4% | -$11.02万 | 重新持有 |
| NMIH | NMI HLDGS INC | $20.16万 | 0.00% | 5,374 | 205 | 4.0% | $7,690 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $20.17万 | 0.00% | 29,026 | -394 | -1.3% | -$2,738 | 减仓 |
| BOH | BANK HAWAII CORP | $20.19万 | 0.00% | 2,719 | 2,719 | — | $20.19万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $20.21万 | 0.00% | 5,500 | 5,500 | — | $20.21万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $20.22万 | 0.00% | 11,503 | 289 | 2.6% | $5,081 | 加仓 |
| MTN | VAIL RESORTS INC | $20.23万 | 0.00% | 1,577 | 1,577 | — | $20.23万 | 新建仓 |
| ESML | ISHARES TR | $20.24万 | 0.00% | 4,304 | 4,304 | — | $20.24万 | 新建仓 |