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 |
|---|---|---|---|---|---|---|---|---|
| DOCS | DOXIMITY INC | $31.78万 | 0.00% | 13,638 | 13,638 | — | $31.78万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $31.82万 | 0.00% | 3,609 | 6 | 0.2% | $529 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $31.96万 | 0.00% | 6,050 | 1,091 | 22.0% | $5.76万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $31.98万 | 0.00% | 2,023 | 312 | 18.2% | $4.93万 | 加仓 |
| IGIB | ISHARES TR | $32.13万 | 0.00% | 6,038 | -44 | -0.7% | -$2,342 | 减仓 |
| KTB | KONTOOR BRANDS INC | $32.15万 | 0.00% | 4,573 | 1,270 | 38.4% | $8.93万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $32.21万 | 0.00% | 6,877 | -5,521 | -44.5% | -$25.86万 | 减仓 |
| ATR | APTARGROUP INC | $32.36万 | 0.00% | 2,568 | 897 | 53.7% | $11.30万 | 加仓 |
| JOBY | JOBY AVIATION INC | $32.36万 | 0.00% | 39,179 | 2,599 | 7.1% | $2.15万 | 加仓 |
| IBDX | ISHARES TR | $32.43万 | 0.00% | 12,833 | 2,245 | 21.2% | $5.67万 | 加仓 |
| — | BLACKROCK MUNIYIELD PA QUALI | $32.44万 | 0.00% | 29,412 | 1,024 | 3.6% | $1.13万 | 加仓 |
| BLBD | BLUE BIRD CORP | $32.47万 | 0.00% | 5,717 | 5,717 | — | $32.47万 | 新建仓 |
| DXYZ | DESTINY TECH100 INC | $32.49万 | 0.00% | 12,133 | 12,133 | — | $32.49万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $32.55万 | 0.00% | 1,828 | -50 | -2.7% | -$8,904 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $32.65万 | 0.00% | 24,300 | 9,000 | 58.8% | $12.09万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $32.68万 | 0.00% | 4,320 | -122 | -2.7% | -$9,228 | 减仓 |
| AGI | ALAMOS GOLD INC | $32.76万 | 0.00% | 7,373 | 36 | 0.5% | $1,600 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $32.78万 | 0.00% | 29,742 | 660 | 2.3% | $7,273 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $32.81万 | 0.00% | 9,038 | 1,721 | 23.5% | $6.25万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $32.84万 | 0.00% | 2,131 | -71 | -3.2% | -$1.09万 | 减仓 |
| XT | ISHARES TR | $32.92万 | 0.00% | 4,831 | -2,368 | -32.9% | -$16.14万 | 减仓 |
| ALV | AUTOLIV INC | $32.94万 | 0.00% | 3,132 | 123 | 4.1% | $1.29万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $32.96万 | 0.00% | 44,183 | 11,427 | 34.9% | $8.52万 | 加仓 |
| VNT | VONTIER CORPORATION | $32.98万 | 0.00% | 9,298 | 256 | 2.8% | $9,081 | 加仓 |
| WTPI | WISDOMTREE TR | $33.20万 | 0.00% | 10,403 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $33.24万 | 0.00% | 19,170 | 1,872 | 10.8% | $3.25万 | 加仓 |
| MKL | MARKEL GROUP INC | $33.50万 | 0.00% | 175 | -9 | -4.9% | -$1.72万 | 减仓 |
| CWB | SPDR SERIES TRUST | $33.51万 | 0.00% | 3,661 | -221 | -5.7% | -$2.02万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $33.54万 | 0.00% | 18,430 | 5,733 | 45.2% | $10.43万 | 加仓 |
| — | EA SERIES TRUST | $33.58万 | 0.00% | 10,067 | 10,067 | — | $33.58万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $33.59万 | 0.00% | 11,964 | 11,964 | — | $33.59万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $33.60万 | 0.00% | 13,637 | 1,215 | 9.8% | $2.99万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $33.67万 | 0.00% | 6,943 | 6,943 | — | $33.67万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.82万 | 0.00% | 12,858 | -1,726 | -11.8% | -$4.54万 | 减仓 |
| CG | CARLYLE GROUP INC | $33.95万 | 0.00% | 7,017 | 3,178 | 82.8% | $15.38万 | 加仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $34.12万 | 0.00% | 22,932 | -14 | -0.1% | -$208 | 减仓 |
| IBRX | IMMUNITYBIO INC | $34.18万 | 0.00% | 44,565 | 257 | 0.6% | $1,971 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $34.32万 | 0.00% | 3,002 | 6 | 0.2% | $686 | 加仓 |
| BAX | BAXTER INTL INC | $34.36万 | 0.00% | 20,451 | 3,264 | 19.0% | $5.48万 | 加仓 |
| NOK | NOKIA CORP | $34.49万 | 0.00% | 42,894 | 30,812 | 255.0% | $24.77万 | 加仓 |
| NUSC | NUSHARES ETF TR | $34.64万 | 0.00% | 7,687 | -1,329 | -14.7% | -$5.99万 | 减仓 |
| TTD | THE TRADE DESK INC | $34.75万 | 0.00% | 15,315 | -12,809 | -45.5% | -$29.06万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $34.94万 | 0.00% | 10,067 | -981 | -8.9% | -$3.41万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $35.00万 | 0.00% | 2,960 | -2,140 | -42.0% | -$25.30万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $35.00万 | 0.00% | 26,679 | 3,901 | 17.1% | $5.12万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $35.05万 | 0.00% | 10,752 | 3,231 | 43.0% | $10.53万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $35.09万 | 0.00% | 9,377 | 2,255 | 31.7% | $8.44万 | 加仓 |
| IJJ | ISHARES TR | $35.11万 | 0.00% | 2,650 | 2,650 | — | $35.11万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $35.18万 | 0.00% | 24,530 | 10,613 | 76.3% | $15.22万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $35.19万 | 0.00% | 1,879 | -378 | -16.7% | -$7.08万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $35.22万 | 0.00% | 20,753 | 3,515 | 20.4% | $5.96万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $35.31万 | 0.00% | 10,489 | -117 | -1.1% | -$3,939 | 减仓 |
| SONY | SONY GROUP CORP | $35.52万 | 0.00% | 17,159 | -4,762 | -21.7% | -$9.86万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $35.54万 | 0.00% | 6,102 | 234 | 4.0% | $1.36万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $35.71万 | 0.00% | 8,029 | 210 | 2.7% | $9,341 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $35.74万 | 0.00% | 1,527 | -22 | -1.4% | -$5,149 | 减仓 |
| L | LOEWS CORP | $35.74万 | 0.00% | 3,348 | 261 | 8.5% | $2.79万 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $35.87万 | 0.00% | 24,419 | 961 | 4.1% | $1.41万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $35.92万 | 0.00% | 3,852 | 3,852 | — | $35.92万 | 新建仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $35.97万 | 0.00% | 3,792 | 165 | 4.5% | $1.57万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $36.01万 | 0.00% | 7,489 | 1,275 | 20.5% | $6.13万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $36.06万 | 0.00% | 596 | 129 | 27.6% | $7.81万 | 加仓 |
| — | ISHARES TR | $36.14万 | 0.00% | 9,380 | -106 | -1.1% | -$4,084 | 减仓 |
| TEX | TEREX CORP NEW | $36.17万 | 0.00% | 6,121 | 6,121 | — | $36.17万 | 新建仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $36.20万 | 0.00% | 27,952 | -1,978 | -6.6% | -$2.56万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $36.27万 | 0.00% | 5,612 | 2,323 | 70.6% | $15.01万 | 重新持有 |
| MAIN | MAIN STR CAP CORP | $36.39万 | 0.00% | 6,872 | -1,055 | -13.3% | -$5.59万 | 减仓 |
| AOR | ISHARES TR | $36.42万 | 0.00% | 5,660 | -560 | -9.0% | -$3.60万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $36.56万 | 0.00% | 9,421 | 1,354 | 16.8% | $5.26万 | 加仓 |
| ACM | AECOM | $36.57万 | 0.00% | 4,312 | 2,719 | 170.7% | $23.06万 | 重新持有 |
| UNFI | UNITED NAT FOODS INC | $36.61万 | 0.00% | 8,124 | 8,124 | — | $36.61万 | 新建仓 |
| EZPW | EZCORP INC | $36.67万 | 0.00% | 14,450 | 14,450 | — | $36.67万 | 新建仓 |
| WAT | WATERS CORP | $36.68万 | 0.00% | 1,232 | 1,232 | — | $36.68万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $36.76万 | 0.00% | 2,493 | 2,493 | — | $36.76万 | 新建仓 |
| DFNM | DIMENSIONAL ETF TRUST | $36.77万 | 0.00% | 7,673 | 7,673 | — | $36.77万 | 新建仓 |
| — | QORVO INC | $36.79万 | 0.00% | 4,753 | -79 | -1.6% | -$6,115 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $36.93万 | 0.00% | 4,997 | 1,458 | 41.2% | $10.77万 | 加仓 |
| LII | LENNOX INTL INC | $36.94万 | 0.00% | 796 | 144 | 22.1% | $6.68万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $37.07万 | 0.00% | 6,847 | 873 | 14.6% | $4.73万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $37.14万 | 0.00% | 10,404 | -2,241 | -17.7% | -$8.00万 | 减仓 |
| IVLU | ISHARES TR | $37.22万 | 0.00% | 9,380 | -3,868 | -29.2% | -$15.35万 | 减仓 |
| W | WAYFAIR INC | $37.42万 | 0.00% | 4,975 | -1,598 | -24.3% | -$12.02万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $37.55万 | 0.00% | 7,632 | 3,773 | 97.8% | $18.56万 | 加仓 |
| TPSC | TIMOTHY PLAN | $37.68万 | 0.00% | 8,878 | 1,081 | 13.9% | $4.59万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $37.73万 | 0.00% | 5,443 | 333 | 6.5% | $2.31万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $37.74万 | 0.00% | 25,075 | 1,948 | 8.4% | $2.93万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $37.77万 | 0.00% | 6,890 | 1 | 0.0% | $55 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $37.77万 | 0.00% | 3,771 | 3,771 | — | $37.77万 | 新建仓 |
| NOV | NOV INC | $37.82万 | 0.00% | 20,106 | 2,931 | 17.1% | $5.51万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $37.98万 | 0.00% | 10,110 | 3,207 | 46.5% | $12.05万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $38.14万 | 0.00% | 7,359 | 600 | 8.9% | $3.11万 | 加仓 |
| OGS | ONE GAS INC | $38.15万 | 0.00% | 4,429 | 4,429 | — | $38.15万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $38.30万 | 0.00% | 13,230 | -1,111 | -7.7% | -$3.22万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $38.33万 | 0.00% | 1,902 | 70 | 3.8% | $1.41万 | 加仓 |
| DB | DEUTSCHE BK AG | $38.35万 | 0.00% | 12,877 | -183 | -1.4% | -$5,450 | 减仓 |
| RMBS | RAMBUS INC DEL | $38.58万 | 0.00% | 4,485 | -101 | -2.2% | -$8,689 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $38.68万 | 0.00% | 3,445 | -61 | -1.7% | -$6,850 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $38.69万 | 0.00% | 18,268 | -11,153 | -37.9% | -$23.62万 | 减仓 |
| — | TIDAL TRUST II | $38.76万 | 0.00% | 18,204 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $38.80万 | 0.00% | 13,988 | 13,988 | — | $38.80万 | 新建仓 |