13F 机构持仓

Merit Financial Group, LLC

ALPHARETTA GA · SEC CIK 0001621225

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$163.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 2.6%
IUSG 2.4%
AAPL 2.2%
QLTY 2.1%
IUSV 2.0%
MGK 2.0%
DYNF 1.9%
MGV 1.6%
IVV 1.6%
NVDA 1.6%

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
CEG CONSTELLATION ENERGY CORP $391.16万0.02%15,749 1,0287.0% $25.53万 加仓
VRSN VERISIGN INC $390.79万0.02%15,534 1,90414.0% $47.90万 加仓
IEF ISHARES TR $385.26万0.02%40,738 33,508463.5% $316.89万 加仓
— UNITED STS GASOLINE FD LP $384.31万0.02%37,323 -10,217-21.5% -$105.20万 减仓
DEHP DIMENSIONAL ETF TRUST $384.02万0.02%89,788 14,36919.1% $61.46万 加仓
XLP SELECT SECTOR SPDR TR $382.64万0.02%46,063 -186-0.4% -$1.55万 减仓
IWO ISHARES TR $382.00万0.02%9,697 -334-3.3% -$13.16万 减仓
TOL TOLL BROTHERS INC $380.79万0.02%23,114 3121.4% $5.14万 加仓
SMA SMARTSTOP SELF STORAG REIT I $380.14万0.02%116,966 -6,080-4.9% -$19.76万 减仓
LITE LUMENTUM HLDGS INC $378.89万0.02%4,416 1,27440.5% $109.31万 加仓
REGL PROSHARES TR $377.05万0.02%41,177 -9,147-18.2% -$83.76万 减仓
EMB ISHARES TR $373.08万0.02%38,685 -1,805-4.5% -$17.41万 减仓
COR CENCORA INC $371.88万0.02%13,141 -118-0.9% -$3.34万 减仓
WM WASTE MGMT INC DEL $371.26万0.02%16,656 880.5% $1.96万 加仓
DHR DANAHER CORP DEL $370.35万0.02%19,443 -13,529-41.0% -$257.70万 减仓
CRS CARPENTER TECHNOLOGY CORP $368.54万0.02%5,976 3,356128.1% $206.97万 加仓
DDOG DATADOG INC $366.11万0.02%14,062 -364-2.5% -$9.48万 减仓
PCTY PAYLOCITY HLDG CORP $365.25万0.02%34,942 -1,909-5.2% -$19.95万 减仓
DG DOLLAR GEN CORP $365.20万0.02%31,726 5,20419.6% $59.90万 加仓
ARE ALEXANDRIA REAL ESTATE EQ IN $365.18万0.02%69,096 31,98186.2% $169.02万 加仓
PGR PROGRESSIVE CORP $364.08万0.02%16,667 8635.5% $18.85万 加仓
UBER UBER TECHNOLOGIES INC $362.90万0.02%50,291 -27,679-35.5% -$199.73万 减仓
EL LAUDER ESTEE COS INC $362.43万0.02%45,906 40,175701.0% $317.19万 加仓
IQDG WISDOMTREE TR $360.46万0.02%83,672 -117,146-58.3% -$504.67万 减仓
APP APPLOVIN CORP $359.31万0.02%6,974 -1,905-21.5% -$98.15万 减仓
VGSH VANGUARD SCOTTSDALE FDS $357.37万0.02%61,405 -12,010-16.4% -$69.90万 减仓
EAGG ISHARES TR $356.12万0.02%75,114 22,43942.6% $106.38万 加仓
SHY ISHARES TR $353.94万0.02%43,106 -19,678-31.3% -$161.58万 减仓
AVY AVERY DENNISON CORP $352.82万0.02%21,732 18,146506.0% $294.60万 加仓
PFF ISHARES TR $351.96万0.02%115,434 77,613205.2% $236.64万 加仓
BWA BORGWARNER INC $351.92万0.02%53,000 5901.1% $3.92万 加仓
CCL CARNIVAL CORP LTD $351.52万0.02%123,037 123,037— $351.52万 新建仓
ACWV ISHARES INC $350.60万0.02%29,161 -1,144-3.8% -$13.75万 减仓
DTD WISDOMTREE TR $349.89万0.02%37,523 -1,324-3.4% -$12.35万 减仓
— DIMENSIONAL ETF TRUST $349.54万0.02%42,450 -10,758-20.2% -$88.58万 减仓
BALT INNOVATOR ETFS TRUST $349.21万0.02%101,900 29,72341.2% $101.86万 加仓
GIS GENERAL MILLS INC $347.00万0.02%99,713 36,88758.7% $128.37万 加仓
ACN ACCENTURE PLC IRELAND $346.95万0.02%27,881 3,74715.5% $46.63万 加仓
NRG NRG ENERGY INC $346.73万0.02%23,739 2,25910.5% $32.99万 加仓
SYY SYSCO CORP $345.75万0.02%41,369 11,67739.3% $97.59万 加仓
— SEI EXCHANGE TRADED FUNDS $345.39万0.02%102,964 72,756240.9% $244.06万 加仓
— DIMENSIONAL ETF TRUST $345.12万0.02%88,971 -3,285-3.6% -$12.74万 减仓
MPC MARATHON PETE CORP $345.05万0.02%13,496 1,60313.5% $40.98万 加仓
PPL PPL CORP $342.04万0.02%94,096 7,1408.2% $25.95万 加仓
AMT AMERICAN TOWER CORP $341.08万0.02%20,853 7,84860.3% $128.37万 加仓
WCN WASTE CONNECTIONS INC $340.28万0.02%20,414 12,963174.0% $216.08万 加仓
FPEI FIRST TR EXCH TRADED FD III $338.04万0.02%175,242 -318,465-64.5% -$614.32万 减仓
IRM IRON MTN INC DEL $337.55万0.02%26,724 1,6916.8% $21.36万 加仓
LRN STRIDE INC $336.63万0.02%39,034 -371-0.9% -$3.20万 减仓
NOW SERVICENOW INC $336.60万0.02%33,904 -16,117-32.2% -$160.01万 减仓
EXE EXPAND ENERGY CORPORATION $333.12万0.02%36,530 10,21738.8% $93.17万 加仓
NBIS NEBIUS GROUP N.V. $333.06万0.02%12,060 -5,479-31.2% -$151.31万 减仓
CI THE CIGNA GROUP $332.89万0.02%12,075 -1,582-11.6% -$43.61万 减仓
MRSH MARSH & MCLENNAN COS INC $332.52万0.02%19,951 -8,293-29.4% -$138.22万 减仓
PAYX PAYCHEX INC $330.47万0.02%33,609 8,83935.7% $86.91万 加仓
XSOE WISDOMTREE TR $329.29万0.02%66,955 -69,894-51.1% -$343.74万 减仓
AEIS ADVANCED ENERGY INDS $328.23万0.02%8,803 3263.8% $12.16万 加仓
PWB INVESCO EXCHANGE TRADED FD T $328.12万0.02%19,478 -608-3.0% -$10.24万 减仓
IYZ ISHARES TR $327.96万0.02%77,514 33,40775.7% $141.35万 加仓
SBAC SBA COMMUNICATIONS CORP $327.94万0.02%18,584 16,323721.9% $288.04万 加仓
EOG EOG RES INC $325.48万0.02%25,088 10,53772.4% $136.70万 加仓
ED CONSOLIDATED EDISON INC $325.46万0.02%29,419 3,16212.0% $34.98万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $322.16万0.02%35,325 3,24010.1% $29.55万 加仓
— DIMENSIONAL ETF TRUST $321.52万0.02%45,997 -4,330-8.6% -$30.27万 减仓
FENI FIDELITY COVINGTON TRUST $318.04万0.02%79,253 22,89640.6% $91.88万 加仓
XLU SELECT SECTOR SPDR TR $317.52万0.02%70,032 2,1903.2% $9.93万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $317.37万0.02%8,206 2,62247.0% $101.41万 加仓
NBIX NEUROCRINE BIOSCIENCES INC $315.90万0.02%18,744 -2,648-12.4% -$44.63万 减仓
VDC VANGUARD WORLD FD $315.61万0.02%13,996 -899-6.0% -$20.27万 减仓
GSLC GOLDMAN SACHS ETF TR $315.27万0.02%22,219 -1,510-6.4% -$21.43万 减仓
INTU INTUIT $315.10万0.02%12,072 8647.7% $22.55万 加仓
SPLV INVESCO EXCH TRADED FD TR II $314.41万0.02%41,979 -811-1.9% -$6.07万 减仓
KKR KKR & CO INC $314.14万0.02%34,227 8552.6% $7.85万 加仓
MSI MOTOROLA SOLUTIONS INC $313.96万0.02%7,560 -338-4.3% -$14.04万 减仓
IHE ISHARES TR $309.36万0.02%31,245 -78-0.2% -$7,723 减仓
DVY ISHARES TR $308.99万0.02%19,769 11,469138.2% $179.26万 加仓
DFAI DIMENSIONAL ETF TRUST $307.90万0.02%74,641 -3,296-4.2% -$13.60万 减仓
SLV ISHARES SILVER TR $307.28万0.02%57,468 4,1327.7% $22.09万 加仓
BXP BXP INC $305.91万0.02%46,132 16,47955.6% $109.27万 加仓
PFFD GLOBAL X FDS $305.50万0.02%163,454 131,636413.7% $246.03万 加仓
DKNG DRAFTKINGS INC NEW $305.37万0.02%120,891 54,47882.0% $137.61万 加仓
SCHP SCHWAB STRATEGIC TR $304.51万0.02%114,910 2,7432.4% $7.27万 加仓
EES WISDOMTREE TR $302.27万0.02%44,589 -31,046-41.0% -$210.46万 减仓
CME CME GROUP INC $301.56万0.02%13,654 -967-6.6% -$21.36万 减仓
LHX L3HARRIS TECHNOLOGIES INC $301.45万0.02%10,374 5625.7% $16.33万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $301.39万0.02%66,811 -73,903-52.5% -$333.38万 减仓
CMCSA COMCAST CORP NEW $301.11万0.02%122,652 -37,082-23.2% -$91.04万 减仓
AMP AMERIPRISE FINL INC $299.54万0.02%6,529 -1,872-22.3% -$85.88万 减仓
MDLZ MONDELEZ INTL INC $297.71万0.02%51,470 -18,839-26.8% -$108.97万 减仓
EVTR MORGAN STANLEY ETF TRUST $297.61万0.02%58,689 13,93731.1% $70.67万 加仓
RCL ROYAL CARIBBEAN GROUP $296.32万0.02%9,332 2,13529.7% $67.79万 加仓
CAH CARDINAL HEALTH INC $295.80万0.02%12,451 2201.8% $5.23万 加仓
SPG SIMON PPTY GROUP INC NEW $295.56万0.02%13,215 5234.1% $11.70万 加仓
GSEW GOLDMAN SACHS ETF TR $294.55万0.02%31,196 -3,389-9.8% -$32.00万 减仓
MNST MONSTER BEVERAGE CORP NEW $293.62万0.02%30,547 -1,327-4.2% -$12.76万 减仓
KR KROGER CO $293.58万0.02%52,869 4,0118.2% $22.27万 加仓
HDV ISHARES TR $292.78万0.02%106,815 -85,140-44.4% -$233.37万 减仓
AZO AUTOZONE INC $292.22万0.02%914 799.5% $25.26万 加仓
PCAR PACCAR INC $291.94万0.02%24,304 -104-0.4% -$1.25万 减仓
TEAM ATLASSIAN CORPORATION $291.40万0.02%37,460 18,62698.9% $144.89万 加仓