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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $2,874.22万 | 0.18% | 353,665 | 8,131 | 2.4% | $66.08万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,862.56万 | 0.17% | 778,293 | 7,389 | 1.0% | $27.18万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,860.39万 | 0.17% | 590,624 | 144,138 | 32.3% | $698.06万 | 加仓 |
| IWY | ISHARES TR | $2,819.80万 | 0.17% | 97,027 | -2,532 | -2.5% | -$73.59万 | 减仓 |
| IGEB | ISHARES TR | $2,797.57万 | 0.17% | 620,167 | 94,524 | 18.0% | $426.40万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $2,775.39万 | 0.17% | 759,755 | 573,709 | 308.4% | $2,095.76万 | 加仓 |
| ABBV | ABBVIE INC | $2,734.15万 | 0.17% | 108,652 | 3,742 | 3.6% | $94.16万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,711.79万 | 0.17% | 41,345 | -271 | -0.7% | -$17.77万 | 减仓 |
| USFR | WISDOMTREE TR | $2,706.89万 | 0.17% | 537,614 | 156,691 | 41.1% | $788.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,705.51万 | 0.17% | 142,007 | -2,116 | -1.5% | -$40.31万 | 减仓 |
| MRK | MERCK & CO INC | $2,689.35万 | 0.16% | 209,288 | 12,447 | 6.3% | $159.94万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,687.83万 | 0.16% | 158,220 | -14,612 | -8.5% | -$248.23万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $2,686.79万 | 0.16% | 802,985 | 51,709 | 6.9% | $173.02万 | 加仓 |
| INTC | INTEL CORP | $2,681.89万 | 0.16% | 192,070 | -26,214 | -12.0% | -$366.03万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,648.20万 | 0.16% | 72,415 | -7,311 | -9.2% | -$267.36万 | 减仓 |
| KLAC | KLA CORP | $2,636.29万 | 0.16% | 87,377 | -793 | -0.9% | -$23.93万 | 减仓 |
| BFC | BANK FIRST CORP | $2,581.97万 | 0.16% | 174,046 | -2,681 | -1.5% | -$39.77万 | 减仓 |
| MO | ALTRIA GROUP INC | $2,506.17万 | 0.15% | 348,320 | 12,664 | 3.8% | $91.12万 | 加仓 |
| TLT | ISHARES TR | $2,502.23万 | 0.15% | 289,543 | 144,965 | 100.3% | $1,252.79万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2,472.10万 | 0.15% | 193,496 | 4,756 | 2.5% | $60.76万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,440.66万 | 0.15% | 484,355 | 4,442 | 0.9% | $22.38万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,440.50万 | 0.15% | 195,616 | 59,883 | 44.1% | $747.10万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,431.81万 | 0.15% | 114,293 | 27,011 | 30.9% | $574.71万 | 加仓 |
| RTX | RTX CORPORATION | $2,350.58万 | 0.14% | 123,890 | 2,622 | 2.2% | $49.75万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,337.13万 | 0.14% | 129,187 | -4,507 | -3.4% | -$81.54万 | 减仓 |
| ACWX | ISHARES TR | $2,294.05万 | 0.14% | 301,412 | -15,520 | -4.9% | -$118.12万 | 减仓 |
| AVGO | BROADCOM INC 看跌期权 | $2,277.83万 | 0.14% | 60,300 | 300 | 0.5% | $11.33万 | 加仓 |
| IUSB | ISHARES TR | $2,268.29万 | 0.14% | 491,505 | 75,364 | 18.1% | $347.80万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,234.89万 | 0.14% | 22,097 | 431 | 2.0% | $43.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,230.98万 | 0.14% | 387,188 | 18,574 | 5.0% | $107.02万 | 加仓 |
| MS | MORGAN STANLEY | $2,224.97万 | 0.14% | 106,437 | 6,200 | 6.2% | $129.61万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,214.53万 | 0.14% | 74,295 | 3,185 | 4.5% | $94.94万 | 加仓 |
| EEM | ISHARES TR | $2,200.14万 | 0.13% | 321,611 | 49,057 | 18.0% | $335.60万 | 加仓 |
| OILK | PROSHARES TR | $2,170.88万 | 0.13% | 457,123 | 425,134 | 1,329.0% | $2,018.96万 | 加仓 |
| IWF | ISHARES TR | $2,161.22万 | 0.13% | 174,053 | -31,231 | -15.2% | -$387.80万 | 减仓 |
| GEV | GE VERNOVA INC | $2,160.04万 | 0.13% | 18,386 | 1,089 | 6.3% | $127.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,126.80万 | 0.13% | 44,535 | -89 | -0.2% | -$4.25万 | 减仓 |
| IYW | ISHARES TR | $2,109.76万 | 0.13% | 83,644 | -988 | -1.2% | -$24.92万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $2,098.67万 | 0.13% | 713,832 | -15,257 | -2.1% | -$44.86万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $2,087.53万 | 0.13% | 557,268 | 27,545 | 5.2% | $103.18万 | 加仓 |
| FAST | FASTENAL CO | $2,087.03万 | 0.13% | 434,526 | -128,805 | -22.9% | -$618.65万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,079.54万 | 0.13% | 173,991 | -6,577 | -3.6% | -$78.61万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,075.55万 | 0.13% | 705,251 | -43,950 | -5.9% | -$129.34万 | 减仓 |
| IVE | ISHARES TR | $2,065.13万 | 0.13% | 90,951 | -10,418 | -10.3% | -$236.55万 | 减仓 |
| SPYI | NEOS ETF TRUST | $2,059.30万 | 0.13% | 387,889 | 6,495 | 1.7% | $34.48万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $2,058.37万 | 0.13% | 689,804 | 2,232 | 0.3% | $6.66万 | 加仓 |
| NFLX | NETFLIX INC. | $2,018.50万 | 0.12% | 282,703 | 85,058 | 43.0% | $607.32万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,977.71万 | 0.12% | 713,975 | 251,845 | 54.5% | $697.61万 | 加仓 |
| LQD | ISHARES TR | $1,976.18万 | 0.12% | 181,185 | 14,224 | 8.5% | $155.14万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,974.64万 | 0.12% | 432,089 | 3,179 | 0.7% | $14.53万 | 加仓 |
| SHOP | SHOPIFY INC | $1,951.45万 | 0.12% | 170,910 | 131,942 | 338.6% | $1,506.52万 | 加仓 |
| — | TIDAL TRUST III | $1,950.04万 | 0.12% | 1,057,503 | 27,641 | 2.7% | $50.97万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,920.23万 | 0.12% | 370,844 | 44,652 | 13.7% | $231.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,919.56万 | 0.12% | 81,124 | -2,027 | -2.4% | -$47.96万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,913.09万 | 0.12% | 356,854 | 20,305 | 6.0% | $108.85万 | 加仓 |
| PEP | PEPSICO INC | $1,876.86万 | 0.11% | 138,616 | -4,825 | -3.4% | -$65.33万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,876.52万 | 0.11% | 325,390 | -1,027 | -0.3% | -$5.92万 | 减仓 |
| ILF | ISHARES TR | $1,863.68万 | 0.11% | 552,201 | 124,529 | 29.1% | $420.29万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,833.43万 | 0.11% | 74,463 | 17,581 | 30.9% | $432.88万 | 加仓 |
| OEF | ISHARES TR | $1,830.62万 | 0.11% | 50,035 | -2,543 | -4.8% | -$93.04万 | 减仓 |
| AGG | ISHARES TR | $1,792.70万 | 0.11% | 181,117 | 7,541 | 4.3% | $74.64万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,788.58万 | 0.11% | 331,096 | 41,827 | 14.5% | $225.95万 | 加仓 |
| USMV | ISHARES TR | $1,771.62万 | 0.11% | 183,663 | 10,257 | 5.9% | $98.94万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $1,766.32万 | 0.11% | 435,269 | 44,113 | 11.3% | $179.01万 | 加仓 |
| CB | CHUBB LIMITED | $1,750.93万 | 0.11% | 51,386 | 1,165 | 2.3% | $39.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,744.17万 | 0.11% | 33,960 | -725 | -2.1% | -$37.24万 | 减仓 |
| IWM | ISHARES TR | $1,742.77万 | 0.11% | 58,006 | -12,657 | -17.9% | -$380.28万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,727.79万 | 0.11% | 303,228 | 21,184 | 7.5% | $120.71万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,696.19万 | 0.10% | 26,556 | -1,472 | -5.3% | -$94.02万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,687.08万 | 0.10% | 76,962 | -67 | -0.1% | -$1.47万 | 减仓 |
| CMI | CUMMINS INC | $1,686.61万 | 0.10% | 23,648 | 539 | 2.3% | $38.44万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,685.33万 | 0.10% | 39,061 | 23,110 | 144.9% | $997.11万 | 加仓 |
| ORCL | ORACLE CORP | $1,665.72万 | 0.10% | 113,663 | 30,402 | 36.5% | $445.54万 | 加仓 |
| ITOT | ISHARES TR | $1,663.99万 | 0.10% | 101,296 | 35 | 0.0% | $5,749 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $1,646.13万 | 0.10% | 211,220 | -15,473 | -6.8% | -$120.59万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,616.86万 | 0.10% | 53,367 | 5,301 | 11.0% | $160.60万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,616.46万 | 0.10% | 246,487 | 1,644 | 0.7% | $10.78万 | 加仓 |
| VLUE | ISHARES TR | $1,611.53万 | 0.10% | 80,653 | 69,087 | 597.3% | $1,380.43万 | 加仓 |
| MCK | MCKESSON CORP | $1,600.22万 | 0.10% | 21,178 | -822 | -3.7% | -$62.11万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,599.42万 | 0.10% | 47,284 | 351 | 0.7% | $11.87万 | 加仓 |
| IBTH | ISHARES TR | $1,593.61万 | 0.10% | 712,385 | -475,260 | -40.0% | -$1,063.16万 | 减仓 |
| FTI | TECHNIPFMC PLC | $1,589.27万 | 0.10% | 239,709 | 154,498 | 181.3% | $1,024.32万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,586.88万 | 0.10% | 136,015 | -29,778 | -18.0% | -$347.42万 | 减仓 |
| FTNT | FORTINET INC | $1,583.55万 | 0.10% | 103,082 | -62,416 | -37.7% | -$958.83万 | 减仓 |
| ETN | EATON CORP PLC | $1,580.02万 | 0.10% | 37,080 | 406 | 1.1% | $17.30万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1,573.69万 | 0.10% | 61,501 | 10,031 | 19.5% | $256.67万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,572.59万 | 0.10% | 21 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,565.66万 | 0.10% | 339,992 | 14,010 | 4.3% | $64.52万 | 加仓 |
| PTLC | PACER FDS TR | $1,557.07万 | 0.10% | 267,262 | -190,951 | -41.7% | -$1,112.48万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,551.44万 | 0.09% | 55,170 | 3,416 | 6.6% | $96.06万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,551.27万 | 0.09% | 304,469 | 89,435 | 41.6% | $455.67万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,544.87万 | 0.09% | 504,693 | 102,487 | 25.5% | $313.71万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,524.33万 | 0.09% | 188,051 | -24,401 | -11.5% | -$197.79万 | 减仓 |
| FLOT | ISHARES TR | $1,514.38万 | 0.09% | 296,646 | 12,663 | 4.5% | $64.64万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,513.43万 | 0.09% | 284,961 | 3,632 | 1.3% | $19.29万 | 加仓 |
| C | CITIGROUP INC | $1,509.95万 | 0.09% | 107,884 | 7,116 | 7.1% | $99.60万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,505.24万 | 0.09% | 96,502 | 89,317 | 1,243.1% | $1,393.17万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,504.95万 | 0.09% | 128,321 | 38,453 | 42.8% | $450.98万 | 加仓 |
| GLW | CORNING INC | $1,491.73万 | 0.09% | 58,401 | 10,847 | 22.8% | $277.06万 | 加仓 |
| IWC | ISHARES TR | $1,465.54万 | 0.09% | 73,262 | 30,191 | 70.1% | $603.94万 | 加仓 |