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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | VANGUARD WHITEHALL FDS | $1,451.71万 | 0.09% | 215,899 | 32,249 | 17.6% | $216.84万 | 加仓 |
| IDEV | ISHARES TR | $1,447.92万 | 0.09% | 162,670 | 33,001 | 25.5% | $293.74万 | 加仓 |
| SGOL | ETFS GOLD TR | $1,410.56万 | 0.09% | 368,968 | 7,323 | 2.0% | $28.00万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $1,409.38万 | 0.09% | 139,584 | 51,847 | 59.1% | $523.50万 | 加仓 |
| TJX | TJX COS INC NEW | $1,397.61万 | 0.09% | 92,252 | 3,846 | 4.4% | $58.27万 | 加仓 |
| GLD | SPDR GOLD TR | $1,383.87万 | 0.08% | 37,566 | -349 | -0.9% | -$12.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,367.43万 | 0.08% | 40,098 | 2,514 | 6.7% | $85.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,356.16万 | 0.08% | 38,284 | -4,144 | -9.8% | -$146.80万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,355.56万 | 0.08% | 34,131 | 1,720 | 5.3% | $68.31万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,345.68万 | 0.08% | 432,693 | -317,520 | -42.3% | -$987.49万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,337.18万 | 0.08% | 6,747 | -72 | -1.1% | -$14.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,311.35万 | 0.08% | 31,551 | 5,787 | 22.5% | $240.53万 | 加仓 |
| EFAV | ISHARES TR | $1,306.46万 | 0.08% | 148,952 | 19,557 | 15.1% | $171.53万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,296.78万 | 0.08% | 114,881 | 2,695 | 2.4% | $30.42万 | 加仓 |
| UNP | UNION PAC CORP | $1,295.72万 | 0.08% | 47,637 | -4,041 | -7.8% | -$109.91万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,285.87万 | 0.08% | 215,425 | -5,580 | -2.5% | -$33.31万 | 减仓 |
| IBTJ | ISHARES TR | $1,273.58万 | 0.08% | 588,260 | 570,188 | 3,155.1% | $1,234.46万 | 加仓 |
| T | AT&T INC | $1,253.31万 | 0.08% | 605,464 | 58,522 | 10.7% | $121.14万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,245.95万 | 0.08% | 138,670 | 2,894 | 2.1% | $26.00万 | 加仓 |
| BLK | BLACKROCK INC | $1,236.20万 | 0.08% | 12,854 | -3,058 | -19.2% | -$294.10万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $1,235.98万 | 0.08% | 85,470 | 2,924 | 3.5% | $42.28万 | 加仓 |
| ICSH | ISHARES TR | $1,234.33万 | 0.08% | 244,034 | 6,101 | 2.6% | $30.86万 | 加仓 |
| LIN | LINDE PLC | $1,222.27万 | 0.07% | 23,553 | 4,786 | 25.5% | $248.37万 | 加仓 |
| MCD | MCDONALDS CORP | $1,222.11万 | 0.07% | 45,211 | -6,052 | -11.8% | -$163.59万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,209.04万 | 0.07% | 36,110 | 12,886 | 55.5% | $431.45万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,207.73万 | 0.07% | 318,159 | 27,761 | 9.6% | $105.38万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,198.39万 | 0.07% | 89,936 | 9,210 | 11.4% | $122.72万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,188.74万 | 0.07% | 41,888 | -1,044 | -2.4% | -$29.63万 | 减仓 |
| IWB | ISHARES TR | $1,180.56万 | 0.07% | 28,829 | -5 | -0.0% | -$2,048 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,180.49万 | 0.07% | 245,016 | -26,300 | -9.7% | -$126.71万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,170.82万 | 0.07% | 233,092 | 54,386 | 30.4% | $273.18万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $1,170.23万 | 0.07% | 243,798 | 67,334 | 38.2% | $323.20万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $1,167.00万 | 0.07% | 481,235 | 228,297 | 90.3% | $553.62万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,137.12万 | 0.07% | 282,233 | 77,153 | 37.6% | $310.85万 | 加仓 |
| BA | BOEING CO | $1,134.68万 | 0.07% | 52,417 | 8,359 | 19.0% | $180.95万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,132.41万 | 0.07% | 137,030 | -31,696 | -18.8% | -$261.93万 | 减仓 |
| AMGN | AMGEN INC | $1,128.01万 | 0.07% | 31,151 | 3,193 | 11.4% | $115.62万 | 加仓 |
| SNPS | SYNOPSYS INC | $1,126.20万 | 0.07% | 25,247 | 3,392 | 15.5% | $151.31万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $1,122.65万 | 0.07% | 100,156 | 3,780 | 3.9% | $42.37万 | 加仓 |
| RY | ROYAL BK CDA | $1,119.55万 | 0.07% | 54,093 | -439 | -0.8% | -$9.09万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,102.85万 | 0.07% | 21,998 | 7,126 | 47.9% | $357.26万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,101.47万 | 0.07% | 40,725 | 1,710 | 4.4% | $46.25万 | 加仓 |
| SO | SOUTHERN CO | $1,093.92万 | 0.07% | 114,295 | 11,369 | 11.0% | $108.81万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,090.74万 | 0.07% | 31,716 | 1,484 | 4.9% | $51.04万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,090.58万 | 0.07% | 179,401 | -19,978 | -10.0% | -$121.45万 | 减仓 |
| DBEF | DBX ETF TR | $1,085.39万 | 0.07% | 198,679 | -77,744 | -28.1% | -$424.72万 | 减仓 |
| IJS | ISHARES TR | $1,075.25万 | 0.07% | 78,669 | -17,504 | -18.2% | -$239.25万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1,064.99万 | 0.07% | 77,844 | 517 | 0.7% | $7.07万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,059.90万 | 0.06% | 20,811 | 7,277 | 53.8% | $370.61万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,043.65万 | 0.06% | 10,816 | 4,144 | 62.1% | $399.86万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1,042.89万 | 0.06% | 788,577 | 777,475 | 7,003.0% | $1,028.21万 | 加仓 |
| ITA | ISHARES TR | $1,042.21万 | 0.06% | 42,992 | -172 | -0.4% | -$4.17万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,035.24万 | 0.06% | 117,949 | 28,348 | 31.6% | $248.81万 | 加仓 |
| APH | AMPHENOL CORP | $1,026.20万 | 0.06% | 58,201 | -2,854 | -4.7% | -$50.32万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $1,008.61万 | 0.06% | 152,060 | 7,545 | 5.2% | $50.05万 | 加仓 |
| HAP | VANECK ETF TRUST | $1,007.57万 | 0.06% | 146,855 | 146,855 | — | $1,007.57万 | 新建仓 |
| SOXX | ISHARES TR | $1,005.76万 | 0.06% | 15,696 | 1,249 | 8.6% | $80.03万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $1,003.34万 | 0.06% | 441,028 | -1,560 | -0.4% | -$3.55万 | 减仓 |
| SPGI | S&P GLOBAL INC | $998.28万 | 0.06% | 24,512 | -6,965 | -22.1% | -$283.66万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $991.20万 | 0.06% | 67,840 | 5,424 | 8.7% | $79.25万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $986.38万 | 0.06% | 115,380 | 14,121 | 13.9% | $120.72万 | 加仓 |
| VHT | VANGUARD WORLD FD | $986.25万 | 0.06% | 32,984 | 13 | 0.0% | $3,887 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $975.49万 | 0.06% | 293,028 | 106,074 | 56.7% | $353.12万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $967.06万 | 0.06% | 386,360 | 5,828 | 1.5% | $14.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $959.24万 | 0.06% | 93,867 | 8,518 | 10.0% | $87.05万 | 加仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $954.01万 | 0.06% | 373,681 | 8,025 | 2.2% | $20.49万 | 加仓 |
| NVR | NVR INC | $951.86万 | 0.06% | 1,397 | 1,360 | 3,675.7% | $926.65万 | 加仓 |
| LOW | LOWES COS INC | $949.16万 | 0.06% | 43,047 | -2,916 | -6.3% | -$64.30万 | 减仓 |
| IJH | ISHARES TR | $948.56万 | 0.06% | 123,014 | -3,832 | -3.0% | -$29.55万 | 减仓 |
| PLD | PROLOGIS INC. | $947.82万 | 0.06% | 69,964 | 36,423 | 108.6% | $493.43万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $939.32万 | 0.06% | 18,438 | -3,266 | -15.0% | -$166.39万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $936.17万 | 0.06% | 103,903 | -740 | -0.7% | -$6.67万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $929.73万 | 0.06% | 41,514 | 5,305 | 14.7% | $118.81万 | 加仓 |
| IBDS | ISHARES TR | $923.49万 | 0.06% | 381,291 | 26,964 | 7.6% | $65.31万 | 加仓 |
| SHYG | ISHARES TR | $913.74万 | 0.06% | 215,454 | 11,282 | 5.5% | $47.85万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $912.94万 | 0.06% | 78,182 | 2,608 | 3.5% | $30.45万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $910.72万 | 0.06% | 94,385 | 2,242 | 2.4% | $21.63万 | 加仓 |
| SYSB | ISHARES TR | $898.79万 | 0.05% | 101,310 | 21,646 | 27.2% | $192.04万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $892.85万 | 0.05% | 380,909 | 47,212 | 14.1% | $110.66万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $891.51万 | 0.05% | 56,802 | 302 | 0.5% | $4.74万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $891.39万 | 0.05% | 116,217 | 7,376 | 6.8% | $56.57万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $890.96万 | 0.05% | 70,386 | 9,560 | 15.7% | $121.01万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $890.70万 | 0.05% | 94,836 | -14,801 | -13.5% | -$139.01万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $890.51万 | 0.05% | 157,668 | -19,410 | -11.0% | -$109.63万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $890.37万 | 0.05% | 210,290 | 12,592 | 6.4% | $53.31万 | 加仓 |
| COP | CONOCOPHILLIPS | $889.56万 | 0.05% | 85,569 | 3,088 | 3.7% | $32.10万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $887.16万 | 0.05% | 47,895 | -564 | -1.2% | -$10.45万 | 减仓 |
| GM | GENERAL MTRS CO | $881.58万 | 0.05% | 114,373 | 969 | 0.9% | $7.47万 | 加仓 |
| ASML | ASML HLDG NV | $863.45万 | 0.05% | 4,339 | 23 | 0.5% | $4.58万 | 加仓 |
| TMUS | T-MOBILE US INC | $861.26万 | 0.05% | 51,349 | 9,244 | 22.0% | $155.05万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $859.77万 | 0.05% | 164,865 | -3,131 | -1.9% | -$16.33万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $857.82万 | 0.05% | 53,102 | 3,662 | 7.4% | $59.16万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $854.73万 | 0.05% | 87,040 | -6,254 | -6.7% | -$61.41万 | 减仓 |
| USIG | ISHARES TR | $852.94万 | 0.05% | 166,298 | -190,039 | -53.3% | -$974.71万 | 减仓 |
| DE | DEERE & CO | $849.59万 | 0.05% | 13,394 | -549 | -3.9% | -$34.82万 | 减仓 |
| ESGU | ISHARES TR | $846.52万 | 0.05% | 51,721 | 2,199 | 4.4% | $35.99万 | 加仓 |
| CNC | CENTENE CORP DEL | $845.74万 | 0.05% | 131,756 | -14,748 | -10.1% | -$94.67万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $843.68万 | 0.05% | 226,432 | -3,759 | -1.6% | -$14.01万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $835.97万 | 0.05% | 16,002 | -2,774 | -14.8% | -$144.92万 | 减仓 |
| HYD | VANECK ETF TRUST | $834.98万 | 0.05% | 162,100 | 12,671 | 8.5% | $65.27万 | 加仓 |