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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $2,395.90万 | 0.18% | 112,136 | 45,715 | 68.8% | $976.75万 | 加仓 |
| BFC | BANK FIRST CORP | $2,386.88万 | 0.18% | 176,727 | -770 | -0.4% | -$10.40万 | 减仓 |
| IGEB | ISHARES TR | $2,368.55万 | 0.18% | 525,643 | 61,010 | 13.1% | $274.91万 | 加仓 |
| MRK | MERCK & CO INC | $2,367.81万 | 0.18% | 196,841 | 38,798 | 24.5% | $466.70万 | 加仓 |
| RTX | RTX CORPORATION | $2,339.25万 | 0.17% | 121,268 | 9,028 | 8.0% | $174.15万 | 加仓 |
| ABBV | ABBVIE INC | $2,281.68万 | 0.17% | 104,910 | 11,615 | 12.4% | $252.61万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,235.65万 | 0.17% | 368,614 | 213,504 | 137.6% | $1,294.90万 | 加仓 |
| PEP | PEPSICO INC | $2,227.49万 | 0.17% | 143,441 | 6,806 | 5.0% | $105.69万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,214.99万 | 0.16% | 335,656 | 154,451 | 85.2% | $1,019.22万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,210.48万 | 0.16% | 133,694 | -4,053 | -2.9% | -$67.01万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $2,190.80万 | 0.16% | 479,913 | 16,340 | 3.5% | $74.59万 | 加仓 |
| IWF | ISHARES TR | $2,188.31万 | 0.16% | 51,321 | 7,216 | 16.4% | $307.69万 | 加仓 |
| ACWX | ISHARES TR | $2,170.03万 | 0.16% | 316,932 | -51,344 | -13.9% | -$351.55万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,168.81万 | 0.16% | 188,740 | 13,492 | 7.7% | $155.04万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,145.37万 | 0.16% | 446,486 | 321,553 | 257.4% | $1,545.06万 | 加仓 |
| IVE | ISHARES TR | $2,140.41万 | 0.16% | 101,369 | -1,842 | -1.8% | -$38.89万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,122.03万 | 0.16% | 172,832 | 77,192 | 80.7% | $947.76万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,089.35万 | 0.16% | 750,213 | -119,800 | -13.8% | -$333.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $2,030.31万 | 0.15% | 698,182 | 61,845 | 9.7% | $179.85万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,923.66万 | 0.14% | 428,910 | 17,594 | 4.3% | $78.91万 | 加仓 |
| IUSB | ISHARES TR | $1,922.16万 | 0.14% | 416,141 | -88,967 | -17.6% | -$410.94万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,920.95万 | 0.14% | 749,201 | 23,809 | 3.3% | $61.05万 | 加仓 |
| USFR | WISDOMTREE TR | $1,917.57万 | 0.14% | 380,923 | 112,552 | 41.9% | $566.59万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,915.40万 | 0.14% | 144,123 | 23,733 | 19.7% | $315.41万 | 加仓 |
| MCK | MCKESSON CORP | $1,903.81万 | 0.14% | 22,000 | 1,552 | 7.6% | $134.31万 | 加仓 |
| NFLX | NETFLIX INC. | $1,900.36万 | 0.14% | 197,645 | 36,032 | 22.3% | $346.45万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,882.94万 | 0.14% | 381,394 | -44,047 | -10.4% | -$217.46万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,862.82万 | 0.14% | 729,089 | 55,961 | 8.3% | $142.98万 | 加仓 |
| CSCO | CISCO SYS INC | $1,859.73万 | 0.14% | 239,687 | -22,459 | -8.6% | -$174.26万 | 减仓 |
| — | TIDAL TRUST III | $1,855.81万 | 0.14% | 1,029,862 | 95,007 | 10.2% | $171.20万 | 加仓 |
| JNK | SPDR SERIES TRUST | $1,847.08万 | 0.14% | 192,967 | 188,571 | 4,289.6% | $1,805.00万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,833.02万 | 0.14% | 21,666 | 951 | 4.6% | $80.46万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $1,832.38万 | 0.14% | 687,572 | 64,718 | 10.4% | $172.47万 | 加仓 |
| USIG | ISHARES TR | $1,825.52万 | 0.14% | 356,337 | -966,240 | -73.1% | -$4,950.05万 | 减仓 |
| LQD | ISHARES TR | $1,819.71万 | 0.14% | 166,961 | 117,551 | 237.9% | $1,281.19万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,788.24万 | 0.13% | 83,151 | 6,541 | 8.5% | $140.67万 | 加仓 |
| IWM | ISHARES TR | $1,752.46万 | 0.13% | 70,663 | 47,506 | 205.1% | $1,178.16万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,733.06万 | 0.13% | 34,685 | -2,175 | -5.9% | -$108.68万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,723.42万 | 0.13% | 281,329 | 15,847 | 6.0% | $97.08万 | 加仓 |
| AGG | ISHARES TR | $1,723.08万 | 0.13% | 173,576 | -3,201 | -1.8% | -$31.78万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,675.12万 | 0.12% | 87,282 | 70,531 | 421.1% | $1,353.63万 | 加仓 |
| OEF | ISHARES TR | $1,672.36万 | 0.12% | 52,578 | -27,218 | -34.1% | -$865.73万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,672.34万 | 0.12% | 529,723 | 21,000 | 4.1% | $66.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,661.54万 | 0.12% | 336,549 | 38,036 | 12.7% | $187.78万 | 加仓 |
| MS | MORGAN STANLEY | $1,649.59万 | 0.12% | 100,237 | 11,813 | 13.4% | $194.41万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,636.85万 | 0.12% | 50,221 | 6,457 | 14.8% | $210.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,636.29万 | 0.12% | 48,434 | 5,451 | 12.7% | $184.16万 | 加仓 |
| GLD | SPDR GOLD TR | $1,631.43万 | 0.12% | 37,915 | 552 | 1.5% | $23.75万 | 加仓 |
| CRM | SALESFORCE INC | $1,616.16万 | 0.12% | 86,578 | 53,349 | 160.5% | $995.87万 | 加仓 |
| SGOL | ETFS GOLD TR | $1,613.66万 | 0.12% | 361,645 | -14,359 | -3.8% | -$64.07万 | 减仓 |
| USMV | ISHARES TR | $1,608.17万 | 0.12% | 173,406 | 33,758 | 24.2% | $313.07万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,595.57万 | 0.12% | 41,616 | 782 | 1.9% | $29.98万 | 加仓 |
| MCD | MCDONALDS CORP | $1,593.19万 | 0.12% | 51,263 | 10,348 | 25.3% | $321.60万 | 加仓 |
| T | AT&T INC | $1,585.58万 | 0.12% | 546,942 | 66,425 | 13.8% | $192.57万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,577.25万 | 0.12% | 326,417 | -16,226 | -4.7% | -$78.40万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,574.78万 | 0.12% | 22,571 | 1,512 | 7.2% | $105.49万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $1,573.25万 | 0.12% | 226,693 | -106,131 | -31.9% | -$736.55万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,569.77万 | 0.12% | 77,029 | 1,509 | 2.0% | $30.75万 | 加仓 |
| EEM | ISHARES TR | $1,547.83万 | 0.11% | 272,554 | 231,022 | 556.3% | $1,311.97万 | 加仓 |
| IYW | ISHARES TR | $1,535.39万 | 0.11% | 84,632 | -12,033 | -12.4% | -$218.30万 | 减仓 |
| BLK | BLACKROCK INC | $1,530.32万 | 0.11% | 15,912 | 1,263 | 8.6% | $121.47万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,530.17万 | 0.11% | 326,192 | 34,309 | 11.8% | $160.94万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,526.76万 | 0.11% | 289,269 | 215,539 | 292.3% | $1,137.61万 | 加仓 |
| ILF | ISHARES TR | $1,519.09万 | 0.11% | 427,672 | 408,479 | 2,128.3% | $1,450.92万 | 加仓 |
| GEV | GE VERNOVA INC | $1,509.85万 | 0.11% | 17,297 | 2,217 | 14.7% | $193.52万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,508.09万 | 0.11% | 21 | 6 | 40.0% | $430.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,508.04万 | 0.11% | 44,624 | 1,890 | 4.4% | $63.87万 | 加仓 |
| — | HONEYWELL INTL INC | $1,502.03万 | 0.11% | 66,453 | 4,384 | 7.1% | $99.09万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,501.80万 | 0.11% | 325,982 | 14,440 | 4.6% | $66.53万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,499.44万 | 0.11% | 135,733 | 30,508 | 29.0% | $337.02万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,456.23万 | 0.11% | 42,428 | 755 | 1.8% | $25.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,450.62万 | 0.11% | 212,452 | 2,204 | 1.0% | $15.05万 | 加仓 |
| FLOT | ISHARES TR | $1,446.89万 | 0.11% | 283,983 | 13,692 | 5.1% | $69.76万 | 加仓 |
| ITOT | ISHARES TR | $1,442.26万 | 0.11% | 101,261 | -2,688 | -2.6% | -$38.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,419.63万 | 0.11% | 46,933 | 3,662 | 8.5% | $110.77万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,417.98万 | 0.11% | 244,843 | 4,965 | 2.1% | $28.75万 | 加仓 |
| TJX | TJX COS INC NEW | $1,411.85万 | 0.10% | 88,406 | 13,008 | 17.3% | $207.74万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,406.60万 | 0.10% | 391,156 | 156,497 | 66.7% | $562.76万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,380.55万 | 0.10% | 71,110 | 283 | 0.4% | $5.49万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,374.96万 | 0.10% | 282,044 | 31,376 | 12.5% | $152.96万 | 加仓 |
| DBEF | DBX ETF TR | $1,365.53万 | 0.10% | 276,423 | 21,239 | 8.3% | $104.92万 | 加仓 |
| QCOM | QUALCOMM INC | $1,365.25万 | 0.10% | 106,015 | 40,862 | 62.7% | $526.22万 | 加仓 |
| EXEL | EXELIXIS INC | $1,364.39万 | 0.10% | 318,113 | 231,157 | 265.8% | $991.43万 | 加仓 |
| FTNT | FORTINET INC | $1,352.45万 | 0.10% | 165,498 | 4,257 | 2.6% | $34.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,348.65万 | 0.10% | 66,296 | 8,550 | 14.8% | $173.93万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,343.60万 | 0.10% | 122,491 | -36,957 | -23.2% | -$405.38万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,343.23万 | 0.10% | 168,726 | 253 | 0.2% | $2.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,341.73万 | 0.10% | 39,256 | 3,516 | 9.8% | $120.17万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,338.84万 | 0.10% | 31,477 | 4,153 | 15.2% | $176.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,311.72万 | 0.10% | 21,704 | 1,928 | 9.7% | $116.52万 | 加仓 |
| ETN | EATON CORP PLC | $1,311.71万 | 0.10% | 36,674 | 4,275 | 13.2% | $152.90万 | 加仓 |
| KLAC | KLA CORP | $1,298.26万 | 0.10% | 8,817 | 604 | 7.4% | $88.94万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,276.00万 | 0.09% | 271,316 | 8,832 | 3.4% | $41.54万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,254.44万 | 0.09% | 51,754 | 2,911 | 6.0% | $70.56万 | 加仓 |
| UNP | UNION PAC CORP | $1,253.83万 | 0.09% | 51,678 | 8,223 | 18.9% | $199.51万 | 加仓 |
| TLT | ISHARES TR | $1,253.35万 | 0.09% | 144,578 | 136,045 | 1,594.3% | $1,179.38万 | 加仓 |
| CMI | CUMMINS INC | $1,243.31万 | 0.09% | 23,109 | 2,950 | 14.6% | $158.72万 | 加仓 |
| ORCL | ORACLE CORP | $1,224.85万 | 0.09% | 83,261 | -4,910 | -5.6% | -$72.23万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,212.65万 | 0.09% | 402,206 | 108,459 | 36.9% | $327.00万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $1,206.39万 | 0.09% | 183,650 | 91,064 | 98.4% | $598.20万 | 加仓 |