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 |
|---|---|---|---|---|---|---|---|---|
| IR | INGERSOLL RAND INC | $42.17万 | 0.00% | 5,143 | -62 | -1.2% | -$5,084 | 减仓 |
| ALV | AUTOLIV INC | $42.06万 | 0.00% | 3,621 | 489 | 15.6% | $5.68万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $41.95万 | 0.00% | 47,916 | 3,351 | 7.5% | $2.93万 | 加仓 |
| L | LOEWS CORP | $41.87万 | 0.00% | 3,698 | 350 | 10.5% | $3.96万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $41.86万 | 0.00% | 18,399 | 8,445 | 84.8% | $19.21万 | 加仓 |
| AGGY | WISDOMTREE TR | $41.84万 | 0.00% | 9,622 | -98,410 | -91.1% | -$427.90万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $41.84万 | 0.00% | 2,159 | 28 | 1.3% | $5,426 | 加仓 |
| EEMV | ISHARES INC | $41.71万 | 0.00% | 5,541 | -848 | -13.3% | -$6.38万 | 减仓 |
| DXJ | WISDOMTREE TR | $41.61万 | 0.00% | 2,398 | -448 | -15.7% | -$7.77万 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $41.59万 | 0.00% | 37,302 | 1,085 | 3.0% | $1.21万 | 加仓 |
| XPO | XPO INC | $41.59万 | 0.00% | 2,026 | 3 | 0.1% | $616 | 加仓 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $41.59万 | 0.00% | 9,506 | 9,506 | — | $41.59万 | 新建仓 |
| TDC | TERADATA CORP DEL | $41.58万 | 0.00% | 12,000 | 3,194 | 36.3% | $11.07万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $41.53万 | 0.00% | 11,649 | -530 | -4.4% | -$1.89万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $41.48万 | 0.00% | 39,244 | 28,518 | 265.9% | $30.14万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $41.46万 | 0.00% | 8,682 | 347 | 4.2% | $1.66万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $41.35万 | 0.00% | 4,005 | 213 | 5.6% | $2.20万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $41.27万 | 0.00% | 15,871 | -9,996 | -38.6% | -$25.99万 | 减仓 |
| EPI | WISDOMTREE TR | $41.10万 | 0.00% | 9,608 | -45,762 | -82.6% | -$195.78万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $41.06万 | 0.00% | 4,401 | 252 | 6.1% | $2.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.72万 | 0.00% | 12,855 | -375 | -2.8% | -$1.19万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $40.62万 | 0.00% | 42,402 | 6,960 | 19.6% | $6.67万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $40.48万 | 0.00% | 608 | 12 | 2.0% | $7,989 | 加仓 |
| NCNO | NCINO INC | $40.27万 | 0.00% | 24,629 | 24,629 | — | $40.27万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $40.26万 | 0.00% | 10,880 | -1,494 | -12.1% | -$5.53万 | 减仓 |
| IGSB | ISHARES TR | $40.11万 | 0.00% | 7,653 | -469 | -5.8% | -$2.46万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $40.11万 | 0.00% | 15,486 | 1,483 | 10.6% | $3.84万 | 加仓 |
| LII | LENNOX INTL INC 看跌期权 | $40.11万 | 0.00% | 700 | 700 | — | $40.11万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $40.05万 | 0.00% | 8,033 | -1,821 | -18.5% | -$9.08万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $40.02万 | 0.00% | 6,597 | 3,926 | 147.0% | $23.82万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $40.00万 | 0.00% | 9,660 | 100 | 1.0% | $4,141 | 加仓 |
| ENTG | ENTEGRIS INC | $39.90万 | 0.00% | 2,218 | 91 | 4.3% | $1.64万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $39.76万 | 0.00% | 37,122 | 20,938 | 129.4% | $22.42万 | 加仓 |
| AIZ | ASSURANT INC | $39.75万 | 0.00% | 1,480 | 90 | 6.5% | $2.42万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $39.75万 | 0.00% | 9,934 | 74 | 0.8% | $2,961 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $39.71万 | 0.00% | 9,542 | 165 | 1.8% | $6,867 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $39.66万 | 0.00% | 8,815 | -306 | -3.4% | -$1.38万 | 减仓 |
| ROL | ROLLINS INC | $39.62万 | 0.00% | 9,494 | -4,085 | -30.1% | -$17.05万 | 减仓 |
| SOLV | SOLVENTUM CORP | $39.51万 | 0.00% | 5,122 | 1,579 | 44.6% | $12.18万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $39.49万 | 0.00% | 7,489 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION | $39.34万 | 0.00% | 27,095 | -629 | -2.3% | -$9,133 | 减仓 |
| — | VIRTUS CONVERTIBLE & INCOME | $39.34万 | 0.00% | 22,363 | -569 | -2.5% | -$1.00万 | 减仓 |
| RLI | RLI CORP | $39.23万 | 0.00% | 6,641 | 6,641 | — | $39.23万 | 新建仓 |
| EUSB | ISHARES TR | $39.22万 | 0.00% | 9,025 | -784 | -8.0% | -$3.41万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $39.21万 | 0.00% | 3,007 | 5 | 0.2% | $652 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $39.21万 | 0.00% | 5,346 | 5,346 | — | $39.21万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $39.17万 | 0.00% | 5,004 | -608 | -10.8% | -$4.76万 | 减仓 |
| — | EA SERIES TRUST | $39.08万 | 0.00% | 10,071 | 4 | 0.0% | $155 | 加仓 |
| EPP | ISHARES INC | $39.05万 | 0.00% | 7,332 | 3,364 | 84.8% | $17.92万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $39.05万 | 0.00% | 9,571 | -10,042 | -51.2% | -$40.97万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $39.02万 | 0.00% | 8,748 | 8,748 | — | $39.02万 | 新建仓 |
| VALE | VALE S A | $39.00万 | 0.00% | 25,929 | 115 | 0.4% | $1,730 | 加仓 |
| STM | STMICROELECTRONICS N V | $38.99万 | 0.00% | 5,206 | 5,206 | — | $38.99万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $38.96万 | 0.00% | 3,654 | 45 | 1.2% | $4,798 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $38.87万 | 0.00% | 8,210 | 1,240 | 17.8% | $5.87万 | 加仓 |
| XT | ISHARES TR | $38.79万 | 0.00% | 4,694 | -137 | -2.8% | -$1.13万 | 减仓 |
| ABM | ABM INDS INC | $38.75万 | 0.00% | 8,760 | 8,760 | — | $38.75万 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $38.62万 | 0.00% | 3,755 | -97 | -2.5% | -$9,975 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $38.57万 | 0.00% | 20,613 | -387 | -1.8% | -$7,241 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $38.55万 | 0.00% | 66,123 | 11,900 | 21.9% | $6.94万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $38.52万 | 0.00% | 3,971 | -178 | -4.3% | -$1.73万 | 减仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $38.49万 | 0.00% | 25,321 | 902 | 3.7% | $1.37万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $38.46万 | 0.00% | 9,421 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $38.42万 | 0.00% | 14,811 | 5,063 | 51.9% | $13.13万 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $38.40万 | 0.00% | 4,708 | 4,708 | — | $38.40万 | 新建仓 |
| DOX | AMDOCS LTD | $38.32万 | 0.00% | 7,581 | 827 | 12.2% | $4.18万 | 加仓 |
| PGNY | PROGYNY INC | $38.21万 | 0.00% | 13,253 | 13,253 | — | $38.21万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $38.19万 | 0.00% | 3,640 | 624 | 20.7% | $6.55万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $38.18万 | 0.00% | 3,320 | 439 | 15.2% | $5.05万 | 加仓 |
| CMPR | CIMPRESS PLC | $38.13万 | 0.00% | 3,749 | 181 | 5.1% | $1.84万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $37.92万 | 0.00% | 1,121 | 67 | 6.4% | $2.27万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $37.87万 | 0.00% | 6,926 | 79 | 1.2% | $4,319 | 加仓 |
| BLCV | BLACKROCK ETF TRUST | $37.81万 | 0.00% | 9,153 | 9,153 | — | $37.81万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $37.54万 | 0.00% | 5,605 | -1,918 | -25.5% | -$12.85万 | 减仓 |
| — | QUAKER INVT TR | $37.39万 | 0.00% | 21,645 | 2,475 | 12.9% | $4.28万 | 加仓 |
| WDAY | WORKDAY INC | $37.36万 | 0.00% | 3,052 | -59 | -1.9% | -$7,222 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $37.32万 | 0.00% | 6,476 | 1,384 | 27.2% | $7.98万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $37.29万 | 0.00% | 10,646 | 157 | 1.5% | $5,500 | 加仓 |
| ISCF | ISHARES TR | $37.29万 | 0.00% | 8,614 | -1,544 | -15.2% | -$6.68万 | 减仓 |
| PDD | PDD HOLDINGS INC | $37.28万 | 0.00% | 4,887 | -490 | -9.1% | -$3.74万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $37.21万 | 0.00% | 12,417 | 2,350 | 23.3% | $7.04万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $37.18万 | 0.00% | 2,772 | 1,425 | 105.8% | $19.11万 | 重新持有 |
| WY | WEYERHAEUSER CO | $36.98万 | 0.00% | 15,447 | -845 | -5.2% | -$2.02万 | 减仓 |
| INFY | INFOSYS LTD | $36.98万 | 0.00% | 35,248 | 223 | 0.6% | $2,339 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $36.96万 | 0.00% | 17,880 | -4,206 | -19.0% | -$8.69万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $36.96万 | 0.00% | 7,646 | -27 | -0.4% | -$1,305 | 减仓 |
| MGA | MAGNA INTL INC | $36.95万 | 0.00% | 5,629 | 300 | 5.6% | $1.97万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $36.93万 | 0.00% | 12,519 | 12,519 | — | $36.93万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $36.93万 | 0.00% | 8,234 | -796 | -8.8% | -$3.57万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $36.89万 | 0.00% | 15,579 | -3,510 | -18.4% | -$8.31万 | 减仓 |
| NSP | INSPERITY INC | $36.87万 | 0.00% | 8,926 | 8,926 | — | $36.87万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $36.69万 | 0.00% | 913 | 21 | 2.4% | $8,440 | 加仓 |
| AOR | ISHARES TR | $36.62万 | 0.00% | 5,268 | -392 | -6.9% | -$2.72万 | 减仓 |
| IDT | IDT CORP | $36.61万 | 0.00% | 6,295 | 1,407 | 28.8% | $8.18万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $36.61万 | 0.00% | 3,665 | 3,665 | — | $36.61万 | 新建仓 |
| WSBC | WESBANCO INC | $36.52万 | 0.00% | 9,357 | 2,763 | 41.9% | $10.78万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $36.44万 | 0.00% | 78,871 | -5,104 | -6.1% | -$2.36万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $36.40万 | 0.00% | 12,122 | -2,026 | -14.3% | -$6.08万 | 减仓 |
| MMSI | MERIT MED SYS INC | $36.33万 | 0.00% | 5,240 | 5,240 | — | $36.33万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $36.30万 | 0.00% | 40,692 | 1,513 | 3.9% | $1.35万 | 加仓 |