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
BOND PIMCO ETF TR $2,4560.00%27 27— $2,456 新建仓
SCHW SCHWAB CHARLES CORP $2,4750.00%26 26— $2,475 新建仓
— FIRST TR EXCHNG TRADED FD VI $2,4820.00%100 100— $2,482 新建仓
VB VANGUARD INDEX FDS $2,5690.00%10 10— $2,569 新建仓
— FIRST TR EXCHANGE-TRADED FD $2,6190.00%41 41— $2,619 新建仓
FVD FIRST TR EXCHANGE-TRADED FD $2,7050.00%58 58— $2,705 新建仓
SPTL SPDR SERIES TRUST $2,8380.00%108 108— $2,838 新建仓
AMT AMERICAN TOWER CORP $2,9650.00%17 17— $2,965 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $3,0480.00%9 9— $3,048 新建仓
BDX BECTON DICKINSON & CO $3,1200.00%20 20— $3,120 新建仓
PFE PFIZER INC $3,2280.00%115 115— $3,228 新建仓
DOW DOW HLDGS INC $3,3130.00%80 80— $3,313 新建仓
FBT FIRST TR EXCHANGE-TRADED FD $3,3560.00%17 17— $3,356 新建仓
VXUS VANGUARD STAR FDS $3,5480.00%46 46— $3,548 新建仓
BP BP PLC $3,6460.00%78 78— $3,646 新建仓
CTVA CORTEVA INC $3,6720.00%44 44— $3,672 新建仓
KXI ISHARES TR $3,9050.00%58 58— $3,905 新建仓
EPD ENTERPRISE PRODS PARTNERS L $3,9080.00%103 103— $3,908 新建仓
GWX SPDR INDEX SHS FDS $3,9590.00%94 94— $3,959 新建仓
TM TOYOTA MOTOR CORP $4,0340.00%20 20— $4,034 新建仓
IDEF BLACKROCK ETF TRUST $4,0570.00%124 124— $4,057 新建仓
TTD THE TRADE DESK INC $4,0910.00%180 180— $4,091 新建仓
SRVR PACER FDS TR $4,0980.00%131 131— $4,098 新建仓
BKNG BOOKING HOLDINGS INC $4,2310.00%1 1— $4,231 新建仓
MSDL MORGAN STANLEY DIRECT LENDIN $4,3140.00%309 309— $4,314 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $4,5040.00%41 41— $4,504 新建仓
PYPL PAYPAL HLDGS INC $4,5480.00%101 101— $4,548 新建仓
BN BROOKFIELD CORP $4,5870.00%113 113— $4,587 新建仓
BABA ALIBABA GROUP HLDG LTD $4,5940.00%37 37— $4,594 新建仓
UBER UBER TECHNOLOGIES INC $4,7680.00%66 66— $4,768 新建仓
NYF ISHARES TR $4,7990.00%90 90— $4,799 新建仓
PFF ISHARES TR $4,8040.00%158 158— $4,804 新建仓
VO VANGUARD INDEX FDS $4,8910.00%17 17— $4,891 新建仓
CPT CAMDEN PPTY TR $4,9300.00%50 50— $4,930 新建仓
SCHO SCHWAB STRATEGIC TR $4,9330.00%203 203— $4,933 新建仓
SPMD SPDR SERIES TRUST $4,9560.00%84 84— $4,956 新建仓
XLI SELECT SECTOR SPDR TR $5,0700.00%31 31— $5,070 新建仓
INTC INTEL CORP $5,1580.00%117 -34,220-99.7% -$150.86万 减仓
MKC MCCORMICK & CO INC $5,2700.00%104 104— $5,270 新建仓
COMT ISHARES U S ETF TR $5,5990.00%166 166— $5,599 新建仓
OBDC BLUE OWL CAPITAL CORPORATION $5,6930.00%515 515— $5,693 新建仓
CRMD CORMEDIX INC $5,8160.00%857 857— $5,816 新建仓
— CAMBRIA ETF TR $5,8480.00%499 499— $5,848 新建仓
MRK MERCK & CO INC $5,8860.00%49 49— $5,886 新建仓
VG VENTURE GLOBAL INC $6,1460.00%390 390— $6,146 新建仓
CCI CROWN CASTLE INC $6,2530.00%77 77— $6,253 新建仓
ARE ALEXANDRIA REAL ESTATE EQ IN $6,3480.00%137 137— $6,348 新建仓
TFLO ISHARES TR $6,3840.00%126 126— $6,384 新建仓
DOCT FIRST TR EXCHNG TRADED FD VI $6,4010.00%147 147— $6,401 新建仓
SPSM SPDR SERIES TRUST $6,5120.00%135 135— $6,512 新建仓
PANW PALO ALTO NETWORKS INC $6,5510.00%41 41— $6,551 新建仓
PG PROCTER & GAMBLE CO $6,5560.00%45 45— $6,556 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $6,6410.00%144 144— $6,641 新建仓
VGK VANGUARD INTL EQUITY INDEX F $6,6610.00%81 81— $6,661 新建仓
CERY SPDR SERIES TRUST $6,7460.00%191 191— $6,746 新建仓
AMD ADVANCED MICRO DEVICES INC $6,7980.00%33 33— $6,798 新建仓
EMXC ISHARES INC $7,1860.00%91 91— $7,186 新建仓
CRM SALESFORCE INC $7,3110.00%39 39— $7,311 新建仓
TIP ISHARES TR $7,3250.00%66 66— $7,325 新建仓
MMM 3M CO $7,3990.00%51 51— $7,399 新建仓
XLU SELECT SECTOR SPDR TR $7,4040.00%161 161— $7,404 新建仓
MO ALTRIA GROUP INC $7,4050.00%112 112— $7,405 新建仓
IDU ISHARES TR $7,4390.00%64 64— $7,439 新建仓
IWM ISHARES TR $7,5200.00%30 30— $7,520 新建仓
QYLD GLOBAL X FDS $7,5540.01%440 440— $7,554 新建仓
SBUX STARBUCKS CORP $7,7270.01%86 86— $7,727 新建仓
BOTZ GLOBAL X FDS $7,7690.01%234 234— $7,769 新建仓
FALN ISHARES TR $7,8820.01%295 295— $7,882 新建仓
STIP ISHARES TR $7,8830.01%76 76— $7,883 新建仓
ALLY ALLY FINL INC $7,9640.01%203 203— $7,964 新建仓
XLG INVESCO EXCHANGE TRADED FD T $8,1020.01%149 -37,760-99.6% -$205.32万 减仓
VYM VANGUARD WHITEHALL FDS $8,2530.01%56 56— $8,253 新建仓
VICI VICI PPTYS INC $8,3290.01%305 305— $8,329 新建仓
— PROSHARES TR $8,5910.01%506 506— $8,591 新建仓
FDEM FIDELITY COVINGTON TRUST $8,8570.01%280 280— $8,857 新建仓
TXN TEXAS INSTRS INC $8,9130.01%46 46— $8,913 新建仓
CALF PACER FDS TR $9,2330.01%206 206— $9,233 新建仓
IWB ISHARES TR $9,3690.01%26 26— $9,369 新建仓
FISR SSGA ACTIVE TR $9,4460.01%367 367— $9,446 新建仓
NEAR ISHARES U S ETF TR $1.01万0.01%199 199— $1.01万 新建仓
BAC BANK AMERICA CORP $1.08万0.01%222 222— $1.08万 新建仓
O REALTY INCOME CORP $1.10万0.01%179 179— $1.10万 新建仓
ABT ABBOTT LABORATORIES $1.10万0.01%107 107— $1.10万 新建仓
LGOV FIRST TR EXCHANGE-TRADED FD $1.10万0.01%512 512— $1.10万 新建仓
SKYY FIRST TR EXCHANGE-TRADED FD $1.12万0.01%102 102— $1.12万 新建仓
ACN ACCENTURE PLC IRELAND $1.12万0.01%57 57— $1.12万 新建仓
PCAR PACCAR INC $1.13万0.01%98 98— $1.13万 新建仓
VEU VANGUARD INTL EQUITY INDEX F $1.13万0.01%151 151— $1.13万 新建仓
IJR ISHARES TR $1.19万0.01%95 95— $1.19万 新建仓
JBBB JANUS DETROIT STR TR $1.20万0.01%257 257— $1.20万 新建仓
BSV VANGUARD BD INDEX FDS $1.20万0.01%154 154— $1.20万 新建仓
— RENAISSANCE CAP GREENWICH FD $1.27万0.01%302 302— $1.27万 新建仓
ARKG ARK ETF TR $1.27万0.01%481 481— $1.27万 新建仓
BIL SPDR SERIES TRUST $1.30万0.01%142 142— $1.30万 新建仓
IGLD FIRST TR EXCHANGE-TRADED FD $1.30万0.01%511 511— $1.30万 新建仓
VZ VERIZON COMMUNICATIONS INC $1.33万0.01%265 265— $1.33万 新建仓
BIV VANGUARD BD INDEX FDS $1.34万0.01%173 173— $1.34万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $1.43万0.01%257 257— $1.43万 新建仓
HIMU BLACKROCK ETF TRUST II $1.49万0.01%311 311— $1.49万 新建仓
SPEM SPDR INDEX SHS FDS $1.51万0.01%322 322— $1.51万 新建仓