13F 机构持仓

Merit Financial Group, LLC

ALPHARETTA GA · SEC CIK 0001621225

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.6%
IUSG 2.4%
AAPL 2.2%
QLTY 2.1%
IUSV 2.0%
MGK 2.0%
DYNF 1.9%
MGV 1.6%
IVV 1.6%
NVDA 1.6%

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
BTU PEABODY ENGR CORP $32.52万0.00%14,067 14,067— $32.52万 新建仓
G GENPACT LIMITED $32.53万0.00%11,829 -18,418-60.9% -$50.65万 减仓
AIP ARTERIS INC $32.54万0.00%6,696 6,696— $32.54万 新建仓
MRX MAREX GROUP PLC $32.59万0.00%5,347 5,347— $32.59万 新建仓
DFGX DIMENSIONAL ETF TRUST $32.63万0.00%6,088 1,22725.2% $6.58万 加仓
OII OCEANEERING INTL INC $32.63万0.00%8,054 1,31319.5% $5.32万 加仓
PPLI PEOPLE INC $32.70万0.00%7,083 68710.7% $3.17万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $32.72万0.00%1,236 -291-19.1% -$7.70万 减仓
WD WALKER & DUNLOP INC $32.76万0.00%5,989 5,989— $32.76万 新建仓
AGCO AGCO CORP $32.81万0.00%2,741 45019.6% $5.39万 加仓
TNET TRINET GROUP INC $32.84万0.00%6,636 2,14647.8% $10.62万 重新持有
INSW INTERNATIONAL SEAWAYS INC $32.89万0.00%4,295 54614.6% $4.18万 加仓
CWST CASELLA WASTE SYS INC $32.94万0.00%3,397 3,397— $32.94万 新建仓
CG CARLYLE GROUP INC $32.96万0.00%7,827 81011.5% $3.41万 加仓
SPYX SPDR SERIES TRUST $32.96万0.00%5,396 5,396— $32.96万 新建仓
VBIL VANGUARD INSTL INDEX FD $32.97万0.00%4,357 370.9% $2,800 加仓
RDDT REDDIT INC $33.00万0.00%1,902 33221.1% $5.76万 加仓
BIPC BROOKFIELD INFRASTRUCTURE CO $33.04万0.00%8,582 8,582— $33.04万 新建仓
CACI CACI INTL INC $33.12万0.00%715 -981-57.8% -$45.45万 减仓
RWR SPDR SERIES TRUST $33.13万0.00%2,933 -209-6.7% -$2.36万 减仓
CNS COHEN & STEERS INC $33.18万0.00%4,358 4,358— $33.18万 新建仓
XBOEX BLACKROCK ENHANCED GLOBAL $33.40万0.00%27,626 9313.5% $1.13万 加仓
— BLACKROCK MUNIYIELD PA QUALI $33.44万0.00%29,412 00.0% — 不变
MUR MURPHY OIL CORP $33.54万0.00%10,301 4554.6% $1.48万 加仓
DIVB ISHARES TR $33.55万0.00%5,447 -1,907-25.9% -$11.75万 减仓
— PRAXIS FDS $33.62万0.00%9,652 9,652— $33.62万 新建仓
TSLA TESLA INC 看跌期权 $33.65万0.00%800 800— $33.65万 新建仓
EELV INVESCO EXCH TRADED FD TR II $33.76万0.00%12,144 1801.5% $5,004 加仓
ATEN A10 NETWORKS INC $33.79万0.00%9,044 2342.7% $8,742 加仓
— ISHARES TR $33.97万0.00%8,917 -463-4.9% -$1.76万 减仓
DNP DNP SELECT INCOME FD INC $34.01万0.00%31,516 1,4374.8% $1.55万 加仓
WTPI WISDOMTREE TR $34.11万0.00%10,403 00.0% — 不变
— BLACKSTONE SENI FLTN RAT 202 $34.14万0.00%26,365 -1,587-5.7% -$2.06万 减仓
CRL CHARLES RIV LABS INTL INC $34.18万0.00%1,507 1,507— $34.18万 新建仓
UFEB INNOVATOR ETFS TRUST $34.20万0.00%8,848 -190-2.1% -$7,343 减仓
BULL WEBULL CORP $34.26万0.00%52,547 9,49822.1% $6.19万 加仓
VMRK EQUITY RESIDENTIAL $34.31万0.00%5,051 3407.2% $2.31万 加仓
IJJ ISHARES TR $34.44万0.00%2,331 -319-12.0% -$4.71万 减仓
INGR INGREDION INC $34.47万0.00%3,640 -2,434-40.1% -$23.05万 减仓
NJR NEW JERSEY RES CORP $34.51万0.00%6,159 2,27858.7% $12.77万 加仓
SNEX STONEX GROUP INC $34.66万0.00%2,925 -335-10.3% -$3.97万 减仓
UMC UNITED MICROELECTRONICS CORP $34.78万0.00%12,783 4263.4% $1.16万 加仓
MIDD MIDDLEBY CORP $34.81万0.00%2,024 -1,338-39.8% -$23.01万 减仓
MSM MSC INDL DIRECT INC $34.91万0.00%2,935 2,935— $34.91万 新建仓
KNSA KINIKSA PHARMACEUTICALS INTL $35.01万0.00%5,474 591.1% $3,773 加仓
SHOO MADDEN STEVEN LTD $35.04万0.00%8,322 3374.2% $1.42万 加仓
GDXJ VANECK ETF TRUST $35.07万0.00%3,569 1,39263.9% $13.68万 加仓
NTB BANK OF N T BUTTERFIELD & SO $35.13万0.00%5,904 2053.6% $1.22万 加仓
NUSC NUSHARES ETF TR $35.16万0.00%6,747 -940-12.2% -$4.90万 减仓
— QORVO INC $35.21万0.00%3,775 -978-20.6% -$9.12万 减仓
PD PAGERDUTY INC $35.28万0.00%36,559 19,075109.1% $18.41万 加仓
ESTC ELASTIC N V $35.29万0.00%6,189 -9,725-61.1% -$55.45万 减仓
— ISHARES TR $35.43万0.00%4,692 1,16132.9% $8.77万 加仓
ENVA ENOVA INTL INC $35.53万0.00%1,476 -71-4.6% -$1.71万 重新持有
PFEB INNOVATOR ETFS TRUST $35.57万0.00%8,260 1,68925.7% $7.27万 加仓
ALLE ALLEGION PLC $35.59万0.00%2,533 -4,688-64.9% -$65.87万 减仓
CWB SPDR SERIES TRUST $35.65万0.00%3,306 -355-9.7% -$3.83万 减仓
RXT RACKSPACE TECHNOLOGY INC $35.66万0.00%54,608 1,8253.5% $1.19万 加仓
FIXT TCW ETF TRUST $35.68万0.00%9,443 -40,715-81.2% -$153.86万 重新持有
SPXC SPX TECHNOLOGIES INC $35.75万0.00%1,458 -62-4.1% -$1.52万 减仓
AMZN AMAZON COM INC 看涨期权 $35.75万0.00%1,500 1,500— $35.75万 新建仓
CRBN ISHARES TR $35.95万0.00%1,421 1189.1% $2.99万 加仓
BMI BADGER METER INC $36.05万0.00%2,429 2,429— $36.05万 新建仓
NTCT NETSCOUT SYS INC $36.05万0.00%8,278 7449.9% $3.24万 加仓
BG BUNGE GLOBAL SA $36.17万0.00%3,388 -1,034-23.4% -$11.04万 减仓
ELS EQUITY LIFESTYLE PROPERTIES $36.23万0.00%5,621 5,621— $36.23万 新建仓
ISCG ISHARES TR $36.25万0.00%5,531 10.0% $66 加仓
EWU ISHARES TR $36.27万0.00%7,860 7,860— $36.27万 新建仓
JOBY JOBY AVIATION INC $36.30万0.00%40,692 1,5133.9% $1.35万 加仓
MMSI MERIT MED SYS INC $36.33万0.00%5,240 5,240— $36.33万 新建仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $36.40万0.00%12,122 -2,026-14.3% -$6.08万 减仓
MPT MEDICAL PROPERTIES TRUST INC $36.44万0.00%78,871 -5,104-6.1% -$2.36万 减仓
WSBC WESBANCO INC $36.52万0.00%9,357 2,76341.9% $10.78万 加仓
SSB SOUTHSTATE BK CORP $36.61万0.00%3,665 3,665— $36.61万 新建仓
IDT IDT CORP $36.61万0.00%6,295 1,40728.8% $8.18万 加仓
AOR ISHARES TR $36.62万0.00%5,268 -392-6.9% -$2.72万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $36.69万0.00%913 212.4% $8,440 加仓
NSP INSPERITY INC $36.87万0.00%8,926 8,926— $36.87万 新建仓
SCHH SCHWAB STRATEGIC TR $36.89万0.00%15,579 -3,510-18.4% -$8.31万 减仓
BAM BROOKFIELD ASSET MANAGMT LTD $36.93万0.00%8,234 -796-8.8% -$3.57万 减仓
BUSE FIRST BUSEY CORP $36.93万0.00%12,519 12,519— $36.93万 新建仓
MGA MAGNA INTL INC $36.95万0.00%5,629 3005.6% $1.97万 加仓
DFNM DIMENSIONAL ETF TRUST $36.96万0.00%7,646 -27-0.4% -$1,305 减仓
— FLAHERTY & CRUMRINE DYNAMIC $36.96万0.00%17,880 -4,206-19.0% -$8.69万 减仓
INFY INFOSYS LTD $36.98万0.00%35,248 2230.6% $2,339 加仓
WY WEYERHAEUSER CO $36.98万0.00%15,447 -845-5.2% -$2.02万 减仓
HLI HOULIHAN LOKEY INC $37.18万0.00%2,772 1,425105.8% $19.11万 重新持有
TFPM TRIPLE FLAG PRECIOUS METAL $37.21万0.00%12,417 2,35023.3% $7.04万 加仓
PDD PDD HOLDINGS INC $37.28万0.00%4,887 -490-9.1% -$3.74万 减仓
ISCF ISHARES TR $37.29万0.00%8,614 -1,544-15.2% -$6.68万 减仓
DFIS DIMENSIONAL ETF TRUST $37.29万0.00%10,646 1571.5% $5,500 加仓
BMAR INNOVATOR ETFS TRUST $37.32万0.00%6,476 1,38427.2% $7.98万 加仓
WDAY WORKDAY INC $37.36万0.00%3,052 -59-1.9% -$7,222 减仓
— QUAKER INVT TR $37.39万0.00%21,645 2,47512.9% $4.28万 加仓
EMN EASTMAN CHEM CO $37.54万0.00%5,605 -1,918-25.5% -$12.85万 减仓
BLCV BLACKROCK ETF TRUST $37.81万0.00%9,153 9,153— $37.81万 新建仓
DGCB DIMENSIONAL ETF TRUST $37.87万0.00%6,926 791.2% $4,319 加仓
AMG AFFILIATED MANAGERS GROUP $37.92万0.00%1,121 676.4% $2.27万 加仓
CMPR CIMPRESS PLC $38.13万0.00%3,749 1815.1% $1.84万 加仓
CM CANADIAN IMPERIAL BANK OF CO $38.18万0.00%3,320 43915.2% $5.05万 加仓