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
RBRK RUBRIK INC. $290.91万0.02%36,237 31,767710.7% $255.03万 加仓
HAL HALLIBURTON CO $288.29万0.02%84,917 16,10423.4% $54.67万 加仓
GLDM WORLD GOLD TR $285.21万0.02%35,912 1,5114.4% $12.00万 加仓
DES WISDOMTREE TR $285.11万0.02%70,085 -7,549-9.7% -$30.71万 减仓
OMFL INVESCO EXCH TRD SLF IDX FD $284.58万0.02%41,521 -821-1.9% -$5.63万 减仓
IQV IQVIA HLDGS INC $283.92万0.02%14,695 3302.3% $6.38万 加仓
ECL ECOLAB INC $283.91万0.02%10,190 -3,983-28.1% -$110.97万 减仓
DD DUPONT DE NEMOURS INC $283.79万0.02%20,923 -27,236-56.6% -$369.42万 减仓
ARKK ARK ETF TR $283.78万0.02%35,112 -1,768-4.8% -$14.29万 减仓
IBDV ISHARES TR $282.28万0.02%129,486 36,26138.9% $79.05万 加仓
IMCB ISHARES TR $281.56万0.02%29,159 1,3875.0% $13.39万 加仓
YUM YUM BRANDS INC $279.37万0.02%17,476 9065.5% $14.48万 加仓
B BARRICK MNG CORP $276.02万0.02%75,147 23,54645.6% $86.48万 加仓
BIIB BIOGEN INC $274.93万0.02%12,725 1,29511.3% $27.98万 加仓
MET METLIFE INC $274.93万0.02%32,493 3,24611.1% $27.46万 加仓
KEY KEYCORP $274.27万0.02%118,987 6,3495.6% $14.63万 加仓
BEN FRANKLIN RESOURCES INC $271.22万0.02%81,520 5,3877.1% $17.92万 加仓
DHI D R HORTON INC $271.04万0.02%16,640 800.5% $1.30万 加仓
NDSN NORDSON CORP $269.86万0.02%8,945 2,42537.2% $73.16万 加仓
IMCV ISHARES TR $268.64万0.02%29,399 1,3604.9% $12.43万 加仓
SLB SLB LIMITED $267.70万0.02%57,583 3,4736.4% $16.15万 加仓
BLOK AMPLIFY ETF TR $267.41万0.02%42,697 -2,444-5.4% -$15.31万 减仓
USXF ISHARES TR $267.20万0.02%38,474 1,7284.7% $12.00万 加仓
TXRH TEXAS ROADHOUSE INC $266.85万0.02%13,810 1671.2% $3.23万 加仓
IYT ISHARES TR $266.68万0.02%30,741 23,726338.2% $205.82万 加仓
JSML JANUS DETROIT STR TR $266.67万0.02%28,657 -1,903-6.2% -$17.71万 减仓
FLEX FLEX LTD $266.61万0.02%16,450 4,49837.6% $72.90万 加仓
FLHY FRANKLIN TEMPLETON ETF TR $266.37万0.02%109,664 109,664— $266.37万 新建仓
AVLV AMERICAN CENTY ETF TR $266.08万0.02%29,172 5511.9% $5.03万 加仓
UAL UNITED AIRLS HLDGS INC $263.45万0.02%19,371 -701-3.5% -$9.53万 减仓
PMAY INNOVATOR ETFS TRUST $262.47万0.02%63,552 1,0191.6% $4.21万 加仓
NVO NOVO-NORDISK A S $262.10万0.02%54,673 10,63924.2% $51.00万 加仓
DFLV DIMENSIONAL ETF TRUST $261.96万0.02%66,251 -3,269-4.7% -$12.93万 减仓
FDL FIRST TR EXCHANGE-TRADED FD $261.93万0.02%53,828 17,05746.4% $83.00万 加仓
SYF SYNCHRONY FINANCIAL $261.82万0.02%34,429 3,32510.7% $25.29万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $261.69万0.02%43,813 -3,491-7.4% -$20.85万 减仓
DFIP DIMENSIONAL ETF TRUST $261.51万0.02%63,389 14,69930.2% $60.64万 加仓
OTIS OTIS WORLDWIDE CORP $260.39万0.02%36,367 9,61335.9% $68.83万 加仓
MLI MUELLER INDS INC $259.88万0.02%21,141 5842.8% $7.18万 加仓
PEG PUBLIC SVC ENTERPRISE GROUP $259.86万0.02%32,018 13,80875.8% $112.07万 加仓
UL UNILEVER PLC $258.98万0.02%43,077 1,2793.1% $7.69万 加仓
ZM ZOOM COMMUNICATIONS INC $258.80万0.02%29,984 -52-0.2% -$4,488 减仓
WWD WOODWARD INC $258.36万0.02%6,073 -22-0.4% -$9,359 减仓
USHY ISHARES TR $258.34万0.02%69,783 -73,828-51.4% -$273.31万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $258.11万0.02%99,464 -2,939-2.9% -$7.63万 减仓
RL RALPH LAUREN CORP $257.02万0.02%6,403 -1,208-15.9% -$48.49万 减仓
SLYG SPDR SERIES TRUST $257.00万0.02%21,573 -17,038-44.1% -$202.97万 减仓
FDS FACTSET RESH SYS INC $256.90万0.02%11,166 6,863159.5% $157.90万 加仓
MSCI MSCI INC $256.46万0.02%4,579 -71-1.5% -$3.98万 减仓
— SEI EXCHANGE TRADED FUNDS $254.65万0.02%101,167 101,167— $254.65万 新建仓
ISTB ISHARES TR $252.80万0.02%52,394 16,46445.8% $79.44万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $252.57万0.02%74,286 -49,055-39.8% -$166.79万 减仓
SUSC ISHARES TR $252.14万0.02%108,907 -18,488-14.5% -$42.80万 减仓
HOOD ROBINHOOD MKTS INC $250.99万0.02%25,028 2,60211.6% $26.09万 加仓
PRU PRUDENTIAL FINL INC $250.70万0.02%23,228 5,98934.7% $64.64万 加仓
EWX SPDR INDEX SHS FDS $250.55万0.02%33,719 5951.8% $4.42万 加仓
OXY OCCIDENTAL PETE CORP $250.03万0.02%51,477 15,76044.1% $76.55万 加仓
NYT NEW YORK TIMES CO MTN BE $249.90万0.02%35,711 -2,563-6.7% -$17.94万 减仓
OHI OMEGA HEALTHCARE INVS INC $249.78万0.02%52,386 3740.7% $1.78万 加仓
ON ON SEMICONDUCTOR CORP $249.45万0.02%26,386 -3,208-10.8% -$30.33万 减仓
WAB WABTEC $248.85万0.02%9,230 881.0% $2.37万 加仓
MGEE MGE ENERGY INC $247.22万0.02%30,318 9403.2% $7.66万 加仓
STT STATE STR CORP $246.99万0.02%14,563 1,2569.4% $21.30万 加仓
O REALTY INCOME CORP $246.26万0.02%39,745 -890-2.2% -$5.51万 减仓
AIG AMERICAN INTL GROUP INC $245.94万0.02%32,999 16,09095.2% $119.92万 加仓
HCA HCA HEALTHCARE INC $244.95万0.01%6,283 -124-1.9% -$4.83万 减仓
EVR EVERCORE INC $244.37万0.01%7,157 2,45152.1% $83.69万 加仓
NET CLOUDFLARE INC $244.35万0.01%9,961 3,78061.2% $92.72万 加仓
GRMN GARMIN LTD $243.85万0.01%10,265 1,38215.6% $32.83万 加仓
NTAP NETAPP INC $243.66万0.01%15,744 8725.9% $13.50万 加仓
SRE SEMPRA $243.12万0.01%26,224 4,35319.9% $40.36万 加仓
PFFA ETFIS SER TR I $242.75万0.01%118,014 118,014— $242.75万 新建仓
AZN ASTRAZENECA PLC $242.14万0.01%12,770 -327-2.5% -$6.20万 减仓
PFXF VANECK ETF TRUST $241.98万0.01%135,637 135,637— $241.98万 新建仓
XSMO INVESCO EXCHANGE TRADED FD T $241.81万0.01%25,826 3021.2% $2.83万 加仓
PRF INVESCO EXCHANGE TRADED FD T $241.10万0.01%44,623 -104-0.2% -$5,619 减仓
CMF ISHARES TR $240.81万0.01%41,778 20.0% $115 加仓
CROX CROCS INC $238.01万0.01%19,729 -1,811-8.4% -$21.85万 减仓
AME AMETEK INC $237.88万0.01%9,832 5115.5% $12.36万 加仓
DFUS DIMENSIONAL ETF TRUST $237.56万0.01%28,993 -1,154-3.8% -$9.46万 减仓
AVDE AMERICAN CENTY ETF TR $237.24万0.01%26,597 3,37014.5% $30.06万 加仓
JBL JABIL INC $237.17万0.01%6,153 3365.8% $12.95万 加仓
HYLB DBX ETF TR $236.96万0.01%64,885 -7,000-9.7% -$25.56万 减仓
MTCH MATCH GROUP INC NEW $236.32万0.01%62,108 -10,245-14.2% -$38.98万 减仓
TXT TEXTRON INC $236.25万0.01%25,756 -2,428-8.6% -$22.27万 减仓
OMC OMNICOM GROUP INC $235.59万0.01%32,348 -9,264-22.3% -$67.47万 减仓
AX AXOS FINANCIAL INC $235.17万0.01%24,147 20,955656.5% $204.08万 加仓
IWR ISHARES TR $234.49万0.01%21,256 -1,004-4.5% -$11.08万 减仓
KMB KIMBERLY-CLARK CORP $233.74万0.01%21,292 1,1665.8% $12.80万 加仓
IYF ISHARES TR $233.50万0.01%18,312 -555-2.9% -$7.08万 减仓
ROKU ROKU INC $233.17万0.01%16,879 -2,503-12.9% -$34.58万 减仓
MTZ MASTEC INC $232.33万0.01%5,584 -144-2.5% -$5.99万 减仓
XEL XCEL ENERGY INC $231.92万0.01%28,882 2,62310.0% $21.06万 加仓
SMH VANECK ETF TRUST 看跌期权 $229.56万0.01%3,500 3,500— $229.56万 新建仓
Q QNITY ELECTRONICS INC $228.78万0.01%14,009 3772.8% $6.16万 加仓
PNOV INNOVATOR ETFS TRUST $228.69万0.01%51,564 -3,185-5.8% -$14.13万 减仓
MEDP MEDPACE HLDGS INC $228.24万0.01%4,310 -1,305-23.2% -$69.11万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $226.33万0.01%52,464 8801.7% $3.80万 加仓
BURL BURLINGTON STORES INC $226.00万0.01%7,134 -23-0.3% -$7,286 减仓
— INNOVATOR ETFS TRUST $225.99万0.01%112,572 00.0% — 不变