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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $3.60亿 | 2.67% | 824,223 | 6,328 | 0.8% | $276.40万 | 加仓 |
| IUSG | ISHARES TR | $3.03亿 | 2.25% | 1,954,232 | 327,780 | 20.2% | $5,084.19万 | 加仓 |
| QLTY | GMO ETF TRUST | $2.89亿 | 2.14% | 7,977,528 | 482,948 | 6.4% | $1,747.31万 | 加仓 |
| IUSV | ISHARES TR | $2.85亿 | 2.12% | 2,788,906 | 193,997 | 7.5% | $1,983.62万 | 加仓 |
| AAPL | APPLE INC | $2.50亿 | 1.86% | 985,181 | 82,187 | 9.1% | $2,085.82万 | 加仓 |
| IVV | ISHARES TR | $2.10亿 | 1.56% | 321,276 | 32,694 | 11.3% | $2,135.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.00亿 | 1.48% | 1,145,825 | 175,913 | 18.1% | $3,067.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1.99亿 | 1.48% | 542,393 | -90,349 | -14.3% | -$3,319.78万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.96亿 | 1.45% | 997,691 | 28,587 | 2.9% | $560.88万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.95亿 | 1.45% | 3,352,902 | 430,815 | 14.7% | $2,506.48万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1.94亿 | 1.44% | 1,336,897 | 75,129 | 6.0% | $1,088.99万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $1.78亿 | 1.32% | 6,208,354 | 450,448 | 7.8% | $1,290.98万 | 加仓 |
| EFV | ISHARES TR | $1.76亿 | 1.31% | 2,370,127 | 97,441 | 4.3% | $724.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.64亿 | 1.22% | 274,941 | -7,118 | -2.5% | -$425.34万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1.60亿 | 1.19% | 4,981,377 | 4,981,377 | — | $1.60亿 | 新建仓 |
| MSFT | MICROSOFT CORP | $1.60亿 | 1.19% | 431,780 | 64,319 | 17.5% | $2,380.89万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1.54亿 | 1.15% | 2,026,345 | 81,493 | 4.2% | $620.73万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1.43亿 | 1.06% | 2,822,911 | 224,216 | 8.6% | $1,134.08万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.39亿 | 1.03% | 6,387,075 | 567,558 | 9.8% | $1,236.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.35亿 | 1.00% | 234,335 | 56,912 | 32.1% | $3,284.83万 | 加仓 |
| IEMG | ISHARES INC | $1.31亿 | 0.97% | 1,878,466 | -706,354 | -27.3% | -$4,926.82万 | 减仓 |
| MBB | ISHARES TR | $1.29亿 | 0.96% | 1,363,626 | 92,541 | 7.3% | $878.68万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1.28亿 | 0.95% | 3,488,600 | 302,582 | 9.5% | $1,107.15万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1.23亿 | 0.92% | 2,374,421 | 155,568 | 7.0% | $807.86万 | 加仓 |
| GOVT | ISHARES TR | $1.21亿 | 0.90% | 5,260,410 | 2,719,338 | 107.0% | $6,230.00万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1.11亿 | 0.83% | 2,822,537 | 186,909 | 7.1% | $737.92万 | 加仓 |
| AMZN | AMAZON COM INC | $1.05亿 | 0.78% | 502,724 | 21,436 | 4.5% | $446.45万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.03亿 | 0.77% | 358,773 | 45,536 | 14.5% | $1,307.70万 | 加仓 |
| GOOGL | ALPHABET INC | $9,741.41万 | 0.72% | 338,760 | 7,560 | 2.3% | $217.40万 | 加仓 |
| QUAL | ISHARES TR | $9,627.04万 | 0.72% | 501,905 | 35,961 | 7.7% | $689.77万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $8,864.14万 | 0.66% | 2,307,167 | 113,782 | 5.2% | $437.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $8,852.79万 | 0.66% | 275,951 | -29,065 | -9.5% | -$932.44万 | 减仓 |
| AVGO | BROADCOM INC | $8,780.59万 | 0.65% | 283,693 | 31,684 | 12.6% | $980.65万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $8,348.59万 | 0.62% | 1,657,452 | 78,982 | 5.0% | $397.83万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $8,294.56万 | 0.62% | 2,517,315 | 350,042 | 16.2% | $1,153.39万 | 加仓 |
| MTUM | ISHARES TR | $8,287.81万 | 0.62% | 345,340 | 41,706 | 13.7% | $1,000.90万 | 加仓 |
| VB | VANGUARD INDEX FDS | $8,127.19万 | 0.60% | 310,293 | 24,033 | 8.4% | $629.47万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $8,019.15万 | 0.60% | 815,120 | -12,546 | -1.5% | -$123.43万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $7,711.46万 | 0.57% | 1,047,183 | 31,327 | 3.1% | $230.69万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $7,678.59万 | 0.57% | 1,910,571 | 108,313 | 6.0% | $435.31万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7,626.76万 | 0.57% | 1,792,844 | 37,994 | 2.2% | $161.63万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $7,481.16万 | 0.56% | 2,065,477 | 290,023 | 16.3% | $1,050.46万 | 加仓 |
| — | EXXON MOBIL CORP | $6,537.24万 | 0.49% | 385,315 | 38,020 | 10.9% | $645.05万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $6,372.84万 | 0.47% | 1,357,368 | 123,308 | 10.0% | $578.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,100.42万 | 0.45% | 127,305 | 1,377 | 1.1% | $65.99万 | 加仓 |
| GOOG | ALPHABET INC | $6,009.55万 | 0.45% | 209,494 | 15,737 | 8.1% | $451.43万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,982.31万 | 0.44% | 933,569 | -7,130 | -0.8% | -$45.69万 | 减仓 |
| SHLD | GLOBAL X FDS | $5,943.77万 | 0.44% | 839,041 | 245,242 | 41.3% | $1,737.29万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $5,557.56万 | 0.41% | 2,487,719 | 101,321 | 4.2% | $226.35万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $5,534.88万 | 0.41% | 2,107,722 | 72,094 | 3.5% | $189.32万 | 加仓 |
| META | META PLATFORMS INC | $5,470.96万 | 0.41% | 95,625 | -5,721 | -5.6% | -$327.31万 | 减仓 |
| IAU | ISHARES GOLD TR | $5,254.25万 | 0.39% | 595,990 | -53,164 | -8.2% | -$468.69万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,250.63万 | 0.39% | 1,802,481 | 70,827 | 4.1% | $206.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,232.21万 | 0.39% | 177,870 | 6,541 | 3.8% | $192.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,219.36万 | 0.39% | 213,524 | 18,670 | 9.6% | $456.37万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $5,187.78万 | 0.39% | 529,851 | -7,476 | -1.4% | -$73.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $5,163.16万 | 0.38% | 79,392 | -512 | -0.6% | -$33.30万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $5,112.51万 | 0.38% | 1,982,361 | 71,433 | 3.7% | $184.23万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,993.92万 | 0.37% | 2,057,653 | 168,337 | 8.9% | $408.55万 | 加仓 |
| IEFA | ISHARES TR | $4,902.12万 | 0.36% | 541,491 | -46,238 | -7.9% | -$418.59万 | 减仓 |
| WMT | WALMART INC | $4,884.56万 | 0.36% | 393,029 | 53,014 | 15.6% | $658.86万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,742.83万 | 0.35% | 517,551 | 194,824 | 60.4% | $1,785.37万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,709.70万 | 0.35% | 1,535,104 | -33,295 | -2.1% | -$102.15万 | 减仓 |
| IAGG | ISHARES TR | $4,528.68万 | 0.34% | 905,012 | 124,504 | 16.0% | $623.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,366.49万 | 0.32% | 1,123,648 | 596,349 | 113.1% | $2,317.41万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,308.31万 | 0.32% | 290,905 | 12,426 | 4.5% | $184.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,187.78万 | 0.31% | 42,027 | 6,858 | 19.5% | $683.37万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $4,122.20万 | 0.31% | 1,404,021 | 43,590 | 3.2% | $127.98万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,111.44万 | 0.31% | 284,647 | 30,202 | 11.9% | $436.24万 | 加仓 |
| TSLA | TESLA INC | $4,062.62万 | 0.30% | 109,284 | 10,108 | 10.2% | $375.76万 | 加仓 |
| LLY | ELI LILLY & CO | $4,006.37万 | 0.30% | 43,559 | 5,525 | 14.5% | $508.17万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $3,746.52万 | 0.28% | 1,131,539 | 17,383 | 1.6% | $57.56万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,313.86万 | 0.25% | 432,959 | -12,814 | -2.9% | -$98.08万 | 减仓 |
| CAT | CATERPILLAR INC | $3,278.00万 | 0.24% | 46,270 | 3,758 | 8.8% | $266.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,182.16万 | 0.24% | 153,801 | 16,164 | 11.7% | $334.43万 | 加仓 |
| IJR | ISHARES TR | $3,126.08万 | 0.23% | 251,474 | 6,963 | 2.8% | $86.56万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,071.82万 | 0.23% | 141,395 | -2,494 | -1.7% | -$54.18万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $2,951.30万 | 0.22% | 419,457 | 174,406 | 71.2% | $1,227.12万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $2,932.80万 | 0.22% | 1,160,126 | 42,309 | 3.8% | $106.96万 | 加仓 |
| EFG | ISHARES TR | $2,803.65万 | 0.21% | 251,742 | 39,881 | 18.8% | $444.15万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $2,768.11万 | 0.21% | 554,843 | 272,404 | 96.4% | $1,359.02万 | 加仓 |
| V | VISA INC | $2,764.22万 | 0.21% | 91,458 | 2,435 | 2.7% | $73.60万 | 加仓 |
| QQQI | NEOS ETF TRUST | $2,751.70万 | 0.20% | 553,773 | 48,211 | 9.5% | $239.56万 | 加仓 |
| IVW | ISHARES TR | $2,718.97万 | 0.20% | 240,383 | 3,664 | 1.5% | $41.44万 | 加仓 |
| MUB | ISHARES TR | $2,716.74万 | 0.20% | 255,935 | 27,100 | 11.8% | $287.67万 | 加仓 |
| HD | HOME DEPOT INC | $2,674.49万 | 0.20% | 81,318 | 3,525 | 4.5% | $115.93万 | 加仓 |
| IBTH | ISHARES TR | $2,663.89万 | 0.20% | 1,187,645 | 17,903 | 1.5% | $40.16万 | 加仓 |
| KO | COCA COLA CO | $2,627.79万 | 0.20% | 345,534 | 113,845 | 49.1% | $865.79万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $2,620.76万 | 0.19% | 575,358 | 481,375 | 512.2% | $2,192.66万 | 加仓 |
| FAST | FASTENAL CO | $2,613.86万 | 0.19% | 563,331 | 162,406 | 40.5% | $753.57万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $2,607.20万 | 0.19% | 770,904 | 22,189 | 3.0% | $75.04万 | 加仓 |
| SUB | ISHARES TR | $2,572.04万 | 0.19% | 241,506 | 83,028 | 52.4% | $884.25万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,561.09万 | 0.19% | 62,819 | 8,868 | 16.4% | $361.54万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $2,519.78万 | 0.19% | 751,276 | 39,697 | 5.6% | $133.14万 | 加仓 |
| IWY | ISHARES TR | $2,477.41万 | 0.18% | 99,559 | 14,676 | 17.3% | $365.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,454.61万 | 0.18% | 804,791 | 2,120 | 0.3% | $6.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,425.22万 | 0.18% | 165,793 | -13,013 | -7.3% | -$190.35万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,409.72万 | 0.18% | 79,726 | -2,142 | -2.6% | -$64.74万 | 减仓 |
| PTLC | PACER FDS TR | $2,403.78万 | 0.18% | 458,213 | 19,001 | 4.3% | $99.68万 | 加仓 |
| GE | GE AEROSPACE | $2,402.48万 | 0.18% | 84,662 | 7,865 | 10.2% | $223.19万 | 加仓 |