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 |
|---|---|---|---|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $725.14万 | 0.05% | 201,990 | 3,277 | 1.6% | $11.76万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $724.12万 | 0.05% | 244,141 | 5,573 | 2.3% | $16.53万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $718.28万 | 0.05% | 186,954 | 112,938 | 152.6% | $433.91万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $717.87万 | 0.05% | 398,372 | 115,864 | 41.0% | $208.79万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $711.96万 | 0.05% | 38,635 | 2,437 | 6.7% | $44.91万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $711.09万 | 0.05% | 48,502 | 19,246 | 65.8% | $282.16万 | 加仓 |
| SYSB | ISHARES TR | $709.01万 | 0.05% | 79,664 | 12,181 | 18.1% | $108.41万 | 加仓 |
| PFE | PFIZER INC | $706.12万 | 0.05% | 251,466 | 9,814 | 4.1% | $27.56万 | 加仓 |
| AFL | AFLAC INC | $703.25万 | 0.05% | 64,100 | 221 | 0.3% | $2.42万 | 加仓 |
| ESGU | ISHARES TR | $700.33万 | 0.05% | 49,522 | 4,688 | 10.5% | $66.30万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $698.99万 | 0.05% | 47,032 | -2,282 | -4.6% | -$33.92万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $697.16万 | 0.05% | 25,764 | -7,443 | -22.4% | -$201.40万 | 减仓 |
| NEM | NEWMONT CORP | $693.26万 | 0.05% | 64,042 | 4,958 | 8.4% | $53.67万 | 加仓 |
| PCG | PG&E CORP | $689.90万 | 0.05% | 392,656 | 64,253 | 19.6% | $112.89万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $688.72万 | 0.05% | 73,284 | 4,172 | 6.0% | $39.21万 | 加仓 |
| IWC | ISHARES TR | $687.46万 | 0.05% | 43,071 | 43,071 | — | $687.46万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $685.39万 | 0.05% | 1,627 | -73 | -4.3% | -$30.75万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $683.77万 | 0.05% | 234,328 | -131,881 | -36.0% | -$384.83万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $676.11万 | 0.05% | 135,249 | -172 | -0.1% | -$8,598 | 减仓 |
| WELL | WELLTOWER INC | $666.67万 | 0.05% | 33,720 | 1,603 | 5.0% | $31.69万 | 加仓 |
| SDY | SPDR SERIES TRUST | $664.99万 | 0.05% | 45,566 | -2,414 | -5.0% | -$35.23万 | 减仓 |
| DIS | DISNEY WALT CO | $664.43万 | 0.05% | 68,940 | 551 | 0.8% | $5.31万 | 加仓 |
| WMB | WILLIAMS COS INC | $664.31万 | 0.05% | 91,276 | 490 | 0.5% | $3.57万 | 加仓 |
| IWL | ISHARES TR | $661.97万 | 0.05% | 41,250 | -243 | -0.6% | -$3.90万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $659.93万 | 0.05% | 242,354 | 11,205 | 4.8% | $30.51万 | 加仓 |
| MLRG | ISHARES TR | $657.26万 | 0.05% | 73,142 | -343 | -0.5% | -$3.08万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $655.08万 | 0.05% | 63,805 | -20,290 | -24.1% | -$208.32万 | 减仓 |
| PSX | PHILLIPS 66 | $651.21万 | 0.05% | 35,746 | 4,189 | 13.3% | $76.31万 | 加仓 |
| CPRT | COPART INC | $649.52万 | 0.05% | 195,640 | 29,761 | 17.9% | $98.81万 | 加仓 |
| GLW | CORNING INC | $646.59万 | 0.05% | 47,554 | 2,553 | 5.7% | $34.71万 | 加仓 |
| BX | BLACKSTONE INC | $644.08万 | 0.05% | 56,013 | 479 | 0.9% | $5.51万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $634.22万 | 0.05% | 204,851 | -5,495 | -2.6% | -$17.01万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $630.39万 | 0.05% | 10,221 | 594 | 6.2% | $36.64万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $628.28万 | 0.05% | 186,046 | 2,206 | 1.2% | $7.45万 | 加仓 |
| DHR | DANAHER CORP DEL | $625.17万 | 0.05% | 32,972 | 5,572 | 20.3% | $105.65万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $624.27万 | 0.05% | 268,852 | -14,996 | -5.3% | -$34.82万 | 减仓 |
| VOX | VANGUARD WORLD FD | $622.61万 | 0.05% | 34,620 | 3,263 | 10.4% | $58.68万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $622.31万 | 0.05% | 30,238 | -983 | -3.1% | -$20.23万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $618.90万 | 0.05% | 33,505 | 6,460 | 23.9% | $119.33万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $618.78万 | 0.05% | 53,695 | 2,340 | 4.6% | $26.97万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $616.04万 | 0.05% | 111,521 | 53,432 | 92.0% | $295.16万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $615.53万 | 0.05% | 243,341 | 9,376 | 4.0% | $23.72万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $611.75万 | 0.05% | 198,750 | 10,712 | 5.7% | $32.97万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $608.25万 | 0.05% | 245,262 | 39,526 | 19.2% | $98.02万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $604.77万 | 0.04% | 252,938 | 138,853 | 121.7% | $332.00万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $602.55万 | 0.04% | 37,584 | -1,686 | -4.3% | -$27.03万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $599.03万 | 0.04% | 10,102 | -635 | -5.9% | -$37.65万 | 减仓 |
| DGRO | ISHARES TR | $590.60万 | 0.04% | 84,155 | -15,966 | -15.9% | -$112.05万 | 减仓 |
| FTI | TECHNIPFMC PLC | $589.06万 | 0.04% | 85,211 | 12,328 | 16.9% | $85.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $581.94万 | 0.04% | 23,224 | 5,398 | 30.3% | $135.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $580.16万 | 0.04% | 65,407 | -124 | -0.2% | -$1.10万 | 减仓 |
| HSY | HERSHEY CO | $576.18万 | 0.04% | 27,716 | -4,977 | -15.2% | -$103.47万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $570.29万 | 0.04% | 117,682 | 87,437 | 289.1% | $423.72万 | 加仓 |
| ASML | ASML HLDG NV | $570.03万 | 0.04% | 4,316 | 412 | 10.6% | $54.41万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $560.84万 | 0.04% | 77,970 | -1,579 | -2.0% | -$11.36万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $560.65万 | 0.04% | 19,221 | 1,524 | 8.6% | $44.45万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $557.48万 | 0.04% | 21,662 | -407 | -1.8% | -$10.47万 | 减仓 |
| VFH | VANGUARD WORLD FD | $556.95万 | 0.04% | 46,101 | 568 | 1.2% | $6.86万 | 加仓 |
| SNY | SANOFI SA | $555.71万 | 0.04% | 115,341 | 21,973 | 23.5% | $105.87万 | 加仓 |
| DAL | DELTA AIR LINES INC | $554.83万 | 0.04% | 83,458 | 19,204 | 29.9% | $127.67万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $554.27万 | 0.04% | 49,440 | 2,426 | 5.2% | $27.20万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $554.03万 | 0.04% | 94,256 | 16,086 | 20.6% | $94.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $551.70万 | 0.04% | 66,670 | 2,030 | 3.1% | $16.80万 | 加仓 |
| XSOE | WISDOMTREE TR | $548.76万 | 0.04% | 136,849 | -9,477 | -6.5% | -$38.00万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $547.80万 | 0.04% | 108,821 | 1,227 | 1.1% | $6.18万 | 加仓 |
| TLH | ISHARES TR | $545.27万 | 0.04% | 54,137 | 9,101 | 20.2% | $91.67万 | 加仓 |
| MDT | MEDTRONIC PLC | $544.65万 | 0.04% | 62,857 | -9,389 | -13.0% | -$81.35万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $544.27万 | 0.04% | 6,079 | 2,075 | 51.8% | $185.78万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $540.64万 | 0.04% | 112,680 | 10,238 | 10.0% | $49.12万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $533.09万 | 0.04% | 146,412 | 91,851 | 168.3% | $334.43万 | 加仓 |
| IWD | ISHARES TR | $531.78万 | 0.04% | 24,888 | 4,506 | 22.1% | $96.28万 | 加仓 |
| USHY | ISHARES TR | $529.06万 | 0.04% | 143,611 | 77,503 | 117.2% | $285.52万 | 加仓 |
| MINT | PIMCO ETF TR | $527.93万 | 0.04% | 52,494 | -3,842 | -6.8% | -$38.64万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $527.86万 | 0.04% | 16,467 | 9,244 | 128.0% | $296.32万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $527.56万 | 0.04% | 133,763 | 133,763 | — | $527.56万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $526.32万 | 0.04% | 73,345 | 29,158 | 66.0% | $209.24万 | 加仓 |
| IJK | ISHARES TR | $525.46万 | 0.04% | 52,222 | 41,583 | 390.9% | $418.41万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $523.42万 | 0.04% | 26,556 | -317 | -1.2% | -$6.25万 | 减仓 |
| NOW | SERVICENOW INC | $522.96万 | 0.04% | 50,021 | 10,052 | 25.1% | $105.09万 | 加仓 |
| ABNB | AIRBNB INC | $522.24万 | 0.04% | 41,356 | 8,362 | 25.3% | $105.60万 | 加仓 |
| HDV | ISHARES TR | $521.05万 | 0.04% | 38,391 | -2,458 | -6.0% | -$33.36万 | 减仓 |
| SHY | ISHARES TR | $518.40万 | 0.04% | 62,784 | -5,078 | -7.5% | -$41.93万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $518.02万 | 0.04% | 67,162 | 7,897 | 13.3% | $60.91万 | 加仓 |
| ILCG | ISHARES TR | $517.68万 | 0.04% | 54,219 | -420 | -0.8% | -$4.01万 | 减仓 |
| NVS | NOVARTIS AG | $514.89万 | 0.04% | 33,708 | 1,209 | 3.7% | $18.47万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $498.41万 | 0.04% | 148,646 | 26,573 | 21.8% | $89.10万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $496.15万 | 0.04% | 27,197 | -13,167 | -32.6% | -$240.20万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $495.67万 | 0.04% | 101,302 | 24 | 0.0% | $1,174 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $493.02万 | 0.04% | 153,017 | 153,017 | — | $493.02万 | 新建仓 |
| — | UNITED STS GASOLINE FD LP | $491.28万 | 0.04% | 47,540 | 1,278 | 2.8% | $13.21万 | 加仓 |
| VLO | VALERO ENERGY CORP | $490.94万 | 0.04% | 19,869 | 728 | 3.8% | $17.99万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $489.90万 | 0.04% | 28,244 | 4,490 | 18.9% | $77.88万 | 加仓 |
| ICVT | ISHARES TR | $489.31万 | 0.04% | 48,071 | -6,067 | -11.2% | -$61.76万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $485.42万 | 0.04% | 129,480 | 86,086 | 198.4% | $322.74万 | 加仓 |
| INTU | INTUIT | $484.60万 | 0.04% | 11,208 | 1,462 | 15.0% | $63.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $484.49万 | 0.04% | 10,510 | 782 | 8.0% | $36.05万 | 加仓 |
| IBDU | ISHARES TR | $482.96万 | 0.04% | 207,637 | 45,330 | 27.9% | $105.44万 | 加仓 |
| EMXC | ISHARES INC | $481.99万 | 0.04% | 61,275 | -2,995 | -4.7% | -$23.56万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $481.74万 | 0.04% | 14,730 | 177 | 1.2% | $5.79万 | 加仓 |
| POWL | POWELL INDS INC | $480.40万 | 0.04% | 8,879 | 986 | 12.5% | $53.35万 | 加仓 |