13F 机构持仓

Merit Financial Group, LLC

ALPHARETTA GA · SEC CIK 0001621225

2026Q22026Q1 更早 9 个季度 🔒
$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
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 2.7%
IUSG 2.3%
QLTY 2.1%
IUSV 2.1%
AAPL 1.9%
IVV 1.6%
NVDA 1.5%
MGK 1.5%
VTV 1.5%
DYNF 1.4%

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
UFEB INNOVATOR ETFS TRUST $32.81万0.00%9,038 1,72123.5% $6.25万 加仓
GOF GUGGENHEIM STRATEGIC OPPORTU $32.78万0.00%29,742 6602.3% $7,273 加仓
AGI ALAMOS GOLD INC $32.76万0.00%7,373 360.5% $1,600 加仓
VBIL VANGUARD INSTL INDEX FD $32.68万0.00%4,320 -122-2.7% -$9,228 减仓
AAPL APPLE INC 看跌期权 $32.65万0.00%24,300 9,00058.8% $12.09万 加仓
LGLV SPDR SERIES TRUST $32.55万0.00%1,828 -50-2.7% -$8,904 减仓
DXYZ DESTINY TECH100 INC $32.49万0.00%12,133 12,133— $32.49万 新建仓
BLBD BLUE BIRD CORP $32.47万0.00%5,717 5,717— $32.47万 新建仓
— BLACKROCK MUNIYIELD PA QUALI $32.44万0.00%29,412 1,0243.6% $1.13万 加仓
IBDX ISHARES TR $32.43万0.00%12,833 2,24521.2% $5.67万 加仓
JOBY JOBY AVIATION INC $32.36万0.00%39,179 2,5997.1% $2.15万 加仓
ATR APTARGROUP INC $32.36万0.00%2,568 89753.7% $11.30万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $32.21万0.00%6,877 -5,521-44.5% -$25.86万 减仓
KTB KONTOOR BRANDS INC $32.15万0.00%4,573 1,27038.4% $8.93万 加仓
IGIB ISHARES TR $32.13万0.00%6,038 -44-0.7% -$2,342 减仓
JKHY HENRY JACK & ASSOC INC $31.98万0.00%2,023 31218.2% $4.93万 加仓
EMO CLEARBRIDGE ENERGY MIDSTREAM $31.96万0.00%6,050 1,09122.0% $5.76万 加仓
MCY MERCURY GENL CORP NEW $31.82万0.00%3,609 60.2% $529 加仓
DOCS DOXIMITY INC $31.78万0.00%13,638 13,638— $31.78万 新建仓
GEN GEN DIGITAL INC $31.76万0.00%16,867 2571.5% $4,839 加仓
RWR SPDR SERIES TRUST $31.72万0.00%3,142 -263-7.7% -$2.66万 减仓
QLD PROSHARES TR $31.72万0.00%5,200 00.0% — 不变
NXT NEXTPOWER INC $31.67万0.00%2,627 -127-4.6% -$1.53万 减仓
E ENI SPA $31.50万0.00%5,564 5,564— $31.50万 新建仓
EXPO EXPONENT INC $31.42万0.00%4,816 4,816— $31.42万 新建仓
BSTZ BLACKROCK SCIENCE & TECHNOLO $31.34万0.00%14,148 1,95816.1% $4.34万 加仓
CE CELANESE CORP DEL $31.29万0.00%4,757 -179-3.6% -$1.18万 减仓
SIGI SELECTIVE INS GROUP INC $31.28万0.00%4,149 -507-10.9% -$3.82万 减仓
BMAY INNOVATOR ETFS TRUST $31.28万0.00%6,970 -306-4.2% -$1.37万 减仓
— CBRE GBL REAL ESTATE INC FD $31.26万0.00%71,206 -7,521-9.6% -$3.30万 减仓
INSM INSMED INC $31.20万0.00%1,908 33121.0% $5.41万 加仓
LNC LINCOLN NATL CORP IND $31.18万0.00%8,783 -736-7.7% -$2.61万 减仓
OCTW AIM ETF PRODUCTS TRUST $31.15万0.00%8,096 -515-6.0% -$1.98万 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $31.07万0.00%51,787 51,787— $31.07万 新建仓
DNP DNP SELECT INCOME FD INC $30.98万0.00%30,079 -1,547-4.9% -$1.59万 减仓
ONB OLD NATL BANCORP IND $30.95万0.00%14,003 2451.8% $5,415 加仓
AVT AVNET INC $30.74万0.00%4,989 4,989— $30.74万 新建仓
SMMU PIMCO ETF TR $30.68万0.00%6,082 -284-4.5% -$1.43万 减仓
— GLOBAL X FDS $30.66万0.00%7,381 -2,492-25.2% -$10.35万 减仓
POOL POOL CORP $30.65万0.00%1,515 -3,632-70.6% -$73.47万 减仓
AEO AMERICAN EAGLE OUTFITTERS IN $30.62万0.00%18,333 4,19329.7% $7.00万 加仓
— PROSHARES TR $30.56万0.00%5,744 -238-4.0% -$1.27万 减仓
CNO CNO FINL GROUP INC $30.53万0.00%7,436 -164-2.2% -$6,733 减仓
SWKS SKYWORKS SOLUTIONS INC $30.50万0.00%5,695 -2,583-31.2% -$13.83万 减仓
ARCO ARCOS DORADOS HLDGS INC $30.47万0.00%36,930 4,42713.6% $3.65万 加仓
AMLP ALPS ETF TR $30.39万0.00%5,774 2674.8% $1.41万 加仓
SPXC SPX TECHNOLOGIES INC $30.39万0.00%1,520 -51-3.2% -$1.02万 减仓
ISCG ISHARES TR $30.30万0.00%5,530 10.0% $55 加仓
AIZ ASSURANT INC $30.27万0.00%1,390 -29-2.0% -$6,316 减仓
XOVR ENTREPRENEURSHARES SERIES TR $30.10万0.00%17,823 17,823— $30.10万 新建仓
GSIE GOLDMAN SACHS ETF TR $29.92万0.00%6,938 -456-6.2% -$1.97万 减仓
NTB BANK OF N T BUTTERFIELD & SO $29.91万0.00%5,699 4789.2% $2.51万 加仓
JIRE J P MORGAN EXCHANGE TRADED F $29.89万0.00%3,946 -788-16.6% -$5.97万 减仓
IEV ISHARES TR $29.88万0.00%4,398 1,01129.8% $6.87万 加仓
MGA MAGNA INTL INC $29.74万0.00%5,329 72915.8% $4.07万 加仓
KEX KIRBY CORP $29.71万0.00%2,236 33917.9% $4.50万 加仓
ICLR ICON PLC $29.67万0.00%2,681 94754.6% $10.48万 加仓
— AIM ETF PRODUCTS TRUST $29.66万0.00%9,389 2,72240.8% $8.60万 加仓
— CHART INDS INC $29.63万0.00%1,433 15812.4% $3.27万 加仓
BRZE BRAZE INC $29.47万0.00%12,484 12,484— $29.47万 新建仓
TTEK TETRA TECH INC NEW $29.47万0.00%9,783 -8,394-46.2% -$25.28万 减仓
AIQ GLOBAL X FDS $29.44万0.00%6,308 -503-7.4% -$2.35万 减仓
— INNOVATOR ETFS TRUST $29.43万0.00%8,173 4956.4% $1.78万 加仓
FTRE FORTREA HLDGS INC $29.36万0.00%31,172 4,10715.2% $3.87万 加仓
AXIAY CENTRAIS ELET BRAS SA $29.36万0.00%26,025 26,025— $29.36万 新建仓
JCPB J P MORGAN EXCHANGE TRADED F $29.34万0.00%6,233 -78-1.2% -$3,672 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $29.26万0.00%26,695 2,3169.5% $2.54万 加仓
PXH INVESCO EXCH TRADED FD TR II $29.20万0.00%10,853 10,853— $29.20万 新建仓
SPGP INVESCO EXCHANGE TRADED FD T $29.20万0.00%2,713 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $29.15万0.00%1,054 808.2% $2.21万 加仓
ECPG ENCORE CAP GROUP INC $29.09万0.00%4,149 3098.0% $2.17万 加仓
AFG AMERICAN FINANCIAL GROUP INC $29.09万0.00%2,278 -285-11.1% -$3.64万 减仓
ARGX ARGENX SE $29.09万0.00%398 215.6% $1.53万 加仓
EPC EDGEWELL PERSONAL CARE CO $29.07万0.00%13,620 9177.2% $1.96万 加仓
XP XP INC $29.06万0.00%15,261 1,94814.6% $3.71万 加仓
SPTL SPDR SERIES TRUST $29.04万0.00%11,041 -12,887-53.9% -$33.89万 减仓
CRBN ISHARES TR $29.04万0.00%1,303 00.0% — 不变
CGHM CAPITAL GRP FIXED INCM ETF T $29.03万0.00%11,467 1,31112.9% $3.32万 加仓
WTMF WISDOMTREE TR $29.00万0.00%7,306 5948.8% $2.36万 加仓
TRP TC ENERGY CORP $28.82万0.00%4,603 3317.7% $2.07万 加仓
DRD DRDGOLD LIMITED $28.78万0.00%9,798 -465-4.5% -$1.37万 减仓
MMU WESTERN ASSET MANAGED MUNS F $28.74万0.00%27,958 3211.2% $3,300 加仓
MSGK MADISON SQUARE GRDN SPRT COR $28.67万0.00%892 617.3% $1.96万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $28.66万0.00%604 604— $28.66万 新建仓
DJD INVESCO EXCHANGE TRADED FD T $28.58万0.00%4,784 -151-3.1% -$9,020 减仓
NLR VANECK ETF TRUST $28.53万0.00%2,142 2,142— $28.53万 新建仓
OMER OMEROS CORP $28.50万0.00%26,993 26,993— $28.50万 新建仓
DCI DONALDSON INC $28.49万0.00%3,356 52018.3% $4.41万 加仓
ESI ELEMENT SOLUTIONS INC $28.45万0.00%8,335 -71-0.8% -$2,424 减仓
— INNOVATOR ETFS TRUST $28.38万0.00%10,268 10,268— $28.38万 新建仓
PLNT PLANET FITNESS MASTER ISSUER $28.36万0.00%3,813 3,813— $28.36万 新建仓
— ETF OPPORTUNITIES TRUST $28.30万0.00%5,944 90.2% $429 加仓
FORM FORMFACTOR INC $28.20万0.00%2,907 2,907— $28.20万 新建仓
MFG MIZUHO FINANCIAL GROUP INC $28.14万0.00%35,442 3,52311.0% $2.80万 加仓
NWL NEWELL BRANDS INC $28.14万0.00%82,032 37,18482.9% $12.75万 加仓
DY DYCOM INDS INC $28.12万0.00%830 15422.8% $5.22万 加仓
VC VISTEON CORP $28.05万0.00%3,079 73131.1% $6.66万 加仓
IDA IDACORP INC $28.02万0.00%1,960 -307-13.5% -$4.39万 减仓
WYNN WYNN RESORTS LTD $28.01万0.00%2,758 1596.1% $1.61万 加仓
HSIC SCHEIN HENRY INC $27.95万0.00%3,793 -28,323-88.2% -$208.72万 减仓