13F 机构持仓

Merkkuri Wealth Advisors LLC

HICKSVILLE NY · SEC CIK 0002040317

2026Q22026Q1 更早 9 个季度 🔒
$1.51亿2026Q1 申报市值
384持仓数
42.9%前十大占比 · 第一大 11.2%
300 / 15新建仓 / 清仓
申报市值走势$1.61亿2026Q2
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

SPYM 11.2%
FBND 5.1%
SCHD 4.0%
IUSG 3.9%
IJH 3.5%
AGG 3.4%
JEPI 3.4%
IEFA 3.0%
RDVY 2.7%
QQQ 2.6%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$159.55万
ACWX 新建仓+$148.80万
SPYM 加仓+$120.97万
GOVT 新建仓+$84.70万
BLCR 新建仓+$83.03万

2026Q1 卖出最多 按季末市值估算

XLG 减仓-$205.32万
INTC 减仓-$150.86万
IEMG 减仓-$140.64万
VNLA 重新持有-$89.71万
EFV 减仓-$86.04万

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
JPLD J P MORGAN EXCHANGE TRADED F $00.00%0 0— — 清仓
IXC ISHARES TR $00.00%0 0— — 清仓
— KRANESHARES TRUST $10.00%0 0— — 清仓
— COLUMBIA ETF TR II $50.00%0 0— — 清仓
SPIB SPDR SERIES TRUST $50.00%0 0— — 清仓
SPEU SPDR INDEX SHS FDS $70.00%0 0— — 清仓
RWX SPDR INDEX SHS FDS $80.00%0 0— — 清仓
SPTI SPDR SERIES TRUST $80.00%0 0— — 清仓
QCLN FIRST TR EXCHANGE-TRADED FD $100.00%0 0— — 清仓
PHYL PGIM ETF TR $150.00%0 0— — 清仓
PFLD ETF SER SOLUTIONS $170.00%1 1— $17 新建仓
RWR SPDR SERIES TRUST $210.00%0 0— — 清仓
ESGE ISHARES INC $290.00%1 1— $29 新建仓
ARKW ARK ETF TR $300.00%0 0— — 清仓
IXN ISHARES TR $430.00%0 0— — 清仓
— FIRST TR EXCHNG TRADED FD VI $620.00%3 3— $62 新建仓
AVGO BROADCOM INC $700.00%0 0— — 清仓
BTI BRITISH AMERN TOB PLC $860.00%1 1— $86 新建仓
— SNDL INC $920.00%70 70— $92 新建仓
SHYG ISHARES TR $1170.00%3 3— $117 新建仓
TJX TJX COS INC NEW $1350.00%1 1— $135 新建仓
TT TRANE TECHNOLOGIES PLC $1400.00%0 0— — 清仓
IXG ISHARES TR $1450.00%1 1— $145 新建仓
RC READY CAPITAL CORP $1630.00%100 100— $163 新建仓
OXM OXFORD INDS INC $1680.00%4 4— $168 新建仓
SWK STANLEY BLACK & DECKER INC $1710.00%2 2— $171 新建仓
VLUE ISHARES TR $1900.00%1 1— $190 新建仓
EMB ISHARES TR $2350.00%3 3— $235 新建仓
VBK VANGUARD INDEX FDS $2790.00%1 1— $279 新建仓
KKR KKR & CO INC $2830.00%3 3— $283 新建仓
— EAGLE POINT CREDIT COMPANY I $4410.00%117 117— $441 新建仓
BMY BRISTOL-MYERS SQUIBB CO $4460.00%7 7— $446 新建仓
IXJ ISHARES TR $4640.00%5 5— $464 新建仓
RDDT REDDIT INC $4640.00%3 3— $464 新建仓
MAIN MAIN STR CAP CORP $5040.00%10 10— $504 新建仓
BITB BITWISE BITCOIN ETF TR $5300.00%14 14— $530 新建仓
VNLA JANUS DETROIT STR TR $5360.00%11 -18,410-99.9% -$89.71万 重新持有
— TILRAY BRANDS INC $5630.00%87 87— $563 新建仓
F FORD MTR CO $6330.00%55 55— $633 新建仓
ALOY REALLOYS INC $6430.00%66 66— $643 新建仓
OKLO OKLO INC $7250.00%15 15— $725 新建仓
— CION INVT CORP $7340.00%107 107— $734 新建仓
LULU LULULEMON ATHLETICA INC $7490.00%5 5— $749 新建仓
— FIRST TR EXCHANGE-TRADED ALP $7550.00%12 12— $755 新建仓
MOO VANECK ETF TRUST $7730.00%9 9— $773 新建仓
CINF CINCINNATI FINL CORP $7890.00%5 5— $789 新建仓
MOS MOSAIC CO $8330.00%33 33— $833 新建仓
VOT VANGUARD INDEX FDS $8820.00%3 3— $882 新建仓
BA BOEING CO $8910.00%4 4— $891 新建仓
— AMERICAN STRATEGIC INVEST CO $9630.00%113 113— $963 新建仓
EBND SPDR SERIES TRUST $1,0860.00%53 53— $1,086 新建仓
WMB WILLIAMS COS INC $1,1490.00%16 16— $1,149 新建仓
BNDX VANGUARD CHARLOTTE FDS $1,1500.00%24 24— $1,150 新建仓
SOFI SOFI TECHNOLOGIES INC $1,1850.00%75 75— $1,185 新建仓
TIPX SPDR SERIES TRUST $1,1960.00%62 62— $1,196 新建仓
IWO ISHARES TR $1,2640.00%4 4— $1,264 新建仓
RTX RTX CORPORATION $1,2980.00%7 7— $1,298 新建仓
HUN HUNTSMAN CORP $1,3400.00%101 101— $1,340 新建仓
SG SWEETGREEN INC $1,3650.00%263 263— $1,365 新建仓
FNOV FIRST TR EXCHNG TRADED FD VI $1,3970.00%26 26— $1,397 新建仓
VEA VANGUARD TAX-MANAGED FDS $1,4160.00%22 22— $1,416 新建仓
VFH VANGUARD WORLD FD $1,4330.00%12 12— $1,433 新建仓
CAVA CAVA GROUP INC $1,4430.00%18 18— $1,443 新建仓
VWO VANGUARD INTL EQUITY INDEX F $1,5180.00%28 28— $1,518 新建仓
QSPT FIRST TR EXCHNG TRADED FD VI $1,5210.00%50 50— $1,521 新建仓
VOD VODAFONE GROUP PLC $1,5270.00%102 102— $1,527 新建仓
IWP ISHARES TR $1,5430.00%12 12— $1,543 新建仓
ELF E L F BEAUTY INC $1,5980.00%26 26— $1,598 新建仓
VLTO VERALTO CORP $1,6070.00%18 18— $1,607 新建仓
BND VANGUARD BD INDEX FDS $1,6290.00%22 22— $1,629 新建仓
IJS ISHARES TR $1,6370.00%14 14— $1,637 新建仓
HLNE HAMILTON LANE INC $1,6690.00%17 17— $1,669 新建仓
PLTR PALANTIR TECHNOLOGIES INC $1,6740.00%11 11— $1,674 新建仓
COWG PACER FDS TR $1,6940.00%50 50— $1,694 新建仓
SDVY FIRST TR EXCHANGE TRADED FD $1,7610.00%45 45— $1,761 新建仓
NTSK NETSKOPE INC $1,8060.00%213 213— $1,806 新建仓
KNG FIRST TR EXCHANGE-TRADED FD $1,8230.00%37 37— $1,823 新建仓
VXX BARCLAYS BANK PLC $1,8760.00%53 53— $1,876 新建仓
SLV ISHARES SILVER TR $1,8910.00%28 28— $1,891 新建仓
SRLN SSGA ACTIVE ETF TR $1,8930.00%47 47— $1,893 新建仓
HSIC SCHEIN HENRY INC $1,8960.00%26 26— $1,896 新建仓
JNK SPDR SERIES TRUST $1,9260.00%20 20— $1,926 新建仓
DKNG DRAFTKINGS INC NEW $1,9760.00%91 91— $1,976 新建仓
— FIDELITY ETHEREUM FD $2,0070.00%96 96— $2,007 新建仓
CLX CLOROX CO DEL $2,0660.00%20 20— $2,066 新建仓
DE DEERE & CO $2,0860.00%4 4— $2,086 新建仓
PFFA ETFIS SER TR I $2,1360.00%105 105— $2,136 新建仓
GIS GENERAL MILLS INC $2,1660.00%58 58— $2,166 新建仓
QCOM QUALCOMM INC $2,1930.00%17 17— $2,193 新建仓
EMHC SPDR SERIES TRUST $2,2040.00%89 89— $2,204 新建仓
PECO PHILLIPS EDISON & CO INC $2,2340.00%60 60— $2,234 新建仓
SPOT SPOTIFY TECHNOLOGY S A $2,2410.00%5 5— $2,241 新建仓
STT STATE STR CORP $2,2510.00%18 18— $2,251 新建仓
EDOW FIRST TR EXCHANGE-TRADED FD $2,2670.00%56 56— $2,267 新建仓
— RCI HOSPITALITY HLDGS INC $2,2960.00%101 101— $2,296 新建仓
— BLACKROCK FLOATING RATE INCO $2,3490.00%213 213— $2,349 新建仓
HSY HERSHEY CO $2,4070.00%12 12— $2,407 新建仓
— FIRST TR EXCHANGE-TRADED FD $2,4170.00%69 69— $2,417 新建仓
SPLB SPDR SERIES TRUST $2,4270.00%109 109— $2,427 新建仓
NNE NANO NUCLEAR ENERGY INC $2,4500.00%120 120— $2,450 新建仓