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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $4.26亿 | 2.60% | 4,950,558 | 5,220 | 0.1% | $44.97万 | 加仓 |
| IUSG | ISHARES TR | $3.94亿 | 2.40% | 2,092,449 | 138,217 | 7.1% | $2,599.72万 | 加仓 |
| AAPL | APPLE INC | $3.53亿 | 2.15% | 1,219,742 | 234,561 | 23.8% | $6,787.26万 | 加仓 |
| QLTY | GMO ETF TRUST | $3.52亿 | 2.15% | 8,449,244 | 471,716 | 5.9% | $1,963.28万 | 加仓 |
| IUSV | ISHARES TR | $3.28亿 | 2.00% | 2,976,786 | 187,880 | 6.7% | $2,069.50万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3.20亿 | 1.95% | 3,641,887 | 929,922 | 34.3% | $8,174.94万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3.07亿 | 1.88% | 4,521,035 | 1,168,133 | 34.8% | $7,944.47万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2.70亿 | 1.65% | 1,652,554 | 315,657 | 23.6% | $5,159.42万 | 加仓 |
| IVV | ISHARES TR | $2.65亿 | 1.62% | 353,499 | 32,223 | 10.0% | $2,413.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.61亿 | 1.59% | 1,301,989 | 156,164 | 13.6% | $3,124.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2.33亿 | 1.42% | 311,400 | 7,200 | 2.4% | $537.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2.22亿 | 1.36% | 1,019,302 | 21,611 | 2.2% | $470.97万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $2.10亿 | 1.28% | 5,742,774 | 761,397 | 15.3% | $2,786.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.94亿 | 1.19% | 520,766 | 88,986 | 20.6% | $3,319.35万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.87亿 | 1.14% | 272,432 | -2,509 | -0.9% | -$172.32万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $1.83亿 | 1.12% | 6,449,298 | 240,944 | 3.9% | $684.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.81亿 | 1.11% | 245,984 | 11,649 | 5.0% | $857.83万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $1.78亿 | 1.08% | 2,155,582 | 129,237 | 6.4% | $1,064.65万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $1.53亿 | 0.93% | 3,751,310 | 262,710 | 7.5% | $1,068.44万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1.49亿 | 0.91% | 2,939,884 | 116,973 | 4.1% | $592.12万 | 加仓 |
| GOVT | ISHARES TR | $1.48亿 | 0.90% | 6,493,994 | 1,233,584 | 23.5% | $2,810.10万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1.48亿 | 0.90% | 3,224,520 | 401,983 | 14.2% | $1,839.07万 | 加仓 |
| AMZN | AMAZON COM INC | $1.45亿 | 0.89% | 610,008 | 107,284 | 21.3% | $2,557.00万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $1.44亿 | 0.88% | 6,613,845 | 226,770 | 3.6% | $492.66万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1.39亿 | 0.85% | 2,652,673 | 278,252 | 11.7% | $1,456.37万 | 加仓 |
| IEMG | ISHARES INC | $1.36亿 | 0.83% | 1,636,220 | -242,246 | -12.9% | -$2,006.77万 | 减仓 |
| MBB | ISHARES TR | $1.36亿 | 0.83% | 1,433,945 | 70,319 | 5.2% | $664.66万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.35亿 | 0.82% | 1,674,384 | 239,292 | 16.7% | $1,927.98万 | 加仓 |
| GOOGL | ALPHABET INC | $1.21亿 | 0.74% | 339,733 | 973 | 0.3% | $34.77万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.19亿 | 0.72% | 2,249,238 | -268,077 | -10.6% | -$1,413.30万 | 减仓 |
| EFV | ISHARES TR | $1.17亿 | 0.71% | 1,524,185 | -845,942 | -35.7% | -$6,475.69万 | 减仓 |
| AVGO | BROADCOM INC | $1.16亿 | 0.71% | 307,472 | 23,779 | 8.4% | $898.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.08亿 | 0.66% | 290,722 | 14,771 | 5.4% | $546.59万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1.01亿 | 0.62% | 2,268,466 | -38,701 | -1.7% | -$172.14万 | 减仓 |
| VB | VANGUARD INDEX FDS | $9,983.49万 | 0.61% | 329,358 | 19,065 | 6.1% | $577.90万 | 加仓 |
| GOOG | ALPHABET INC | $9,825.93万 | 0.60% | 278,095 | 68,601 | 32.7% | $2,423.88万 | 加仓 |
| MTUM | ISHARES TR | $9,409.69万 | 0.57% | 274,471 | -70,869 | -20.5% | -$2,429.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $9,169.16万 | 0.56% | 1,249,034 | 201,851 | 19.3% | $1,481.79万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $9,122.91万 | 0.56% | 848,643 | 33,523 | 4.1% | $360.37万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $9,113.44万 | 0.56% | 1,930,814 | 20,243 | 1.1% | $95.55万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $8,698.21万 | 0.53% | 1,765,060 | -27,784 | -1.5% | -$136.92万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $8,564.13万 | 0.52% | 1,696,203 | 38,751 | 2.3% | $195.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8,020.27万 | 0.49% | 245,022 | 67,152 | 37.8% | $2,198.08万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $7,581.94万 | 0.46% | 1,619,728 | 262,360 | 19.3% | $1,228.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,134.35万 | 0.44% | 142,576 | 15,271 | 12.0% | $764.14万 | 加仓 |
| SHLD | GLOBAL X FDS | $7,001.63万 | 0.43% | 1,172,606 | 333,565 | 39.8% | $1,991.72万 | 加仓 |
| EFG | ISHARES TR | $6,859.14万 | 0.42% | 551,289 | 299,547 | 119.0% | $3,726.97万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $6,729.80万 | 0.41% | 1,561,075 | -504,402 | -24.4% | -$2,174.48万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,656.22万 | 0.41% | 934,207 | 638 | 0.1% | $4.55万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $6,387.35万 | 0.39% | 536,798 | 6,947 | 1.3% | $82.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,334.76万 | 0.39% | 54,879 | 6,445 | 13.3% | $743.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,276.35万 | 0.38% | 84,047 | 4,655 | 5.9% | $347.62万 | 加仓 |
| BIL | SPDR SERIES TRUST | $6,205.00万 | 0.38% | 677,106 | 159,555 | 30.8% | $1,462.16万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $6,150.68万 | 0.38% | 1,817,577 | 15,096 | 0.8% | $51.08万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $5,895.24万 | 0.36% | 2,442,106 | 384,453 | 18.7% | $928.07万 | 加仓 |
| — | EXXON MOBIL CORP | $5,689.88万 | 0.35% | 416,171 | 30,856 | 8.0% | $421.86万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $5,616.61万 | 0.34% | 2,145,383 | 37,661 | 1.8% | $98.60万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $5,604.81万 | 0.34% | 2,514,495 | 26,776 | 1.1% | $59.68万 | 加仓 |
| LLY | ELI LILLY & CO | $5,503.35万 | 0.34% | 45,883 | 2,324 | 5.3% | $278.75万 | 加仓 |
| META | META PLATFORMS INC | $5,438.18万 | 0.33% | 96,543 | 918 | 1.0% | $51.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $5,324.75万 | 0.33% | 209,661 | -3,863 | -1.8% | -$98.11万 | 减仓 |
| CAT | CATERPILLAR INC | $5,216.37万 | 0.32% | 48,985 | 2,715 | 5.9% | $289.12万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $5,160.68万 | 0.32% | 2,005,706 | 23,345 | 1.2% | $60.07万 | 加仓 |
| WMT | WALMART INC | $5,116.86万 | 0.31% | 451,779 | 58,750 | 14.9% | $665.40万 | 加仓 |
| TSLA | TESLA INC | $5,078.91万 | 0.31% | 120,754 | 11,470 | 10.5% | $482.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,866.47万 | 0.30% | 1,097,040 | -26,608 | -2.4% | -$118.03万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,744.11万 | 0.29% | 1,496,093 | -39,011 | -2.5% | -$123.70万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,661.38万 | 0.28% | 294,968 | 4,063 | 1.4% | $64.21万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $4,639.98万 | 0.28% | 1,407,335 | 3,314 | 0.2% | $10.93万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $4,611.67万 | 0.28% | 1,644,090 | 1,644,090 | — | $4,611.67万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $4,570.61万 | 0.28% | 63,218 | 23,962 | 61.0% | $1,732.43万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,448.32万 | 0.27% | 303,349 | 18,702 | 6.6% | $274.25万 | 加仓 |
| IEFA | ISHARES TR | $4,364.10万 | 0.27% | 451,864 | -89,627 | -16.6% | -$865.62万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $4,246.92万 | 0.26% | 844,485 | 844,485 | — | $4,246.92万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $4,240.94万 | 0.26% | 1,165,412 | 33,873 | 3.0% | $123.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,197.69万 | 0.26% | 44,872 | 2,845 | 6.8% | $266.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,999.59万 | 0.24% | 68,850 | 2,554 | 3.9% | $148.37万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $3,899.11万 | 0.24% | 528,335 | 108,878 | 26.0% | $803.52万 | 加仓 |
| MUB | ISHARES TR | $3,869.18万 | 0.24% | 359,522 | 103,587 | 40.5% | $1,114.80万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $3,803.62万 | 0.23% | 432,820 | -139 | -0.0% | -$1.22万 | 减仓 |
| QUAL | ISHARES TR | $3,799.93万 | 0.23% | 173,173 | -328,732 | -65.5% | -$7,213.35万 | 减仓 |
| IJR | ISHARES TR | $3,704.62万 | 0.23% | 249,788 | -1,686 | -0.7% | -$25.01万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $3,665.40万 | 0.22% | 652,788 | 77,430 | 13.5% | $434.77万 | 加仓 |
| HD | HOME DEPOT INC | $3,558.60万 | 0.22% | 100,902 | 19,584 | 24.1% | $690.69万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,512.12万 | 0.21% | 694,370 | 139,527 | 25.1% | $705.73万 | 加仓 |
| SUB | ISHARES TR | $3,439.62万 | 0.21% | 323,060 | 81,554 | 33.8% | $868.31万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,384.61万 | 0.21% | 448,234 | -147,756 | -24.8% | -$1,115.71万 | 减仓 |
| V | VISA INC | $3,295.27万 | 0.20% | 96,047 | 4,589 | 5.0% | $157.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,261.47万 | 0.20% | 75,266 | -36,870 | -32.9% | -$1,597.67万 | 减仓 |
| IVW | ISHARES TR | $3,254.97万 | 0.20% | 236,673 | -3,710 | -1.5% | -$51.02万 | 减仓 |
| CSCO | CISCO SYS INC | $3,241.31万 | 0.20% | 275,950 | 36,263 | 15.1% | $425.95万 | 加仓 |
| GE | GE AEROSPACE | $3,219.83万 | 0.20% | 86,154 | 1,492 | 1.8% | $55.76万 | 加仓 |
| QQQI | NEOS ETF TRUST | $3,174.24万 | 0.19% | 558,944 | 5,171 | 0.9% | $29.37万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,161.20万 | 0.19% | 874,953 | 176,771 | 25.3% | $638.67万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,091.32万 | 0.19% | 127,220 | -14,175 | -10.0% | -$344.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $3,067.99万 | 0.19% | 185,088 | 31,287 | 20.3% | $518.61万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,064.41万 | 0.19% | 880,325 | 75,534 | 9.4% | $262.93万 | 加仓 |
| MINT | PIMCO ETF TR | $3,051.98万 | 0.19% | 302,746 | 250,252 | 476.7% | $2,522.79万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3,050.74万 | 0.19% | 369,250 | -7,664 | -2.0% | -$63.32万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $2,993.72万 | 0.18% | 1,184,223 | 24,097 | 2.1% | $60.92万 | 加仓 |