13F 机构持仓

Merkkuri Wealth Advisors LLC

HICKSVILLE NY · SEC CIK 0002040317

2026Q22026Q1 更早 9 个季度 🔒
$1.61亿2026Q2 申报市值
81持仓数
48.3%前十大占比 · 第一大 15.1%
3 / 321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 15.1%
IUSG 5.0%
FBND 4.2%
IJH 4.1%
SCHD 3.9%
JEPI 3.7%
IEFA 3.4%
RDVY 3.2%
QQQ 2.9%
AGG 2.8%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$491.51万
FLTB 新建仓+$303.81万
FIRST TR EXCHANG 加仓+$135.87万
IUSB 加仓+$99.12万
JEPI 加仓+$87.46万

2026Q2 卖出最多 按季末市值估算

JSI 减仓-$353.56万
QUAL 清仓-$122.69万
XLE 减仓-$98.44万
EFV 减仓-$97.34万
FBND 减仓-$95.23万

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
SPDW SPDR INDEX SHS FDS $00.00%0 -475-100.0% -$2.17万 清仓
TLT ISHARES TR $00.00%0 -249-100.0% -$2.16万 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 -108-100.0% -$2.11万 清仓
ICVT ISHARES TR $00.00%0 -199-100.0% -$2.02万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -375-100.0% -$1.98万 清仓
ASML ASML HLDG NV $00.00%0 -15-100.0% -$1.98万 清仓
TBT PROSHARES TR $00.00%0 -560-100.0% -$1.97万 清仓
— ALBEMARLE CORP $00.00%0 -250-100.0% -$1.80万 清仓
IYE ISHARES TR $00.00%0 -274-100.0% -$1.77万 清仓
VBR VANGUARD INDEX FDS $00.00%0 -79-100.0% -$1.72万 清仓
VNQ VANGUARD INDEX FDS $00.00%0 -192-100.0% -$1.70万 清仓
— EXCHANGE TRADED CONCEPTS TRU $00.00%0 -511-100.0% -$1.69万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -43-100.0% -$1.69万 清仓
MPT MEDICAL PROPERTIES TRUST INC $00.00%0 -3,623-100.0% -$1.68万 清仓
MTUM ISHARES TR $00.00%0 -69-100.0% -$1.65万 清仓
BUFZ FIRST TR EXCHNG TRADED FD VI $00.00%0 -617-100.0% -$1.62万 清仓
PCEF INVESCO EXCH TRADED FD TR II $00.00%0 -844-100.0% -$1.59万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -52-100.0% -$1.57万 清仓
OEF ISHARES TR $00.00%0 -49-100.0% -$1.55万 清仓
IGOV ISHARES TR $00.00%0 -373-100.0% -$1.53万 清仓
VDC VANGUARD WORLD FD $00.00%0 -68-100.0% -$1.52万 清仓
COWZ PACER FDS TR $00.00%0 -243-100.0% -$1.52万 清仓
SPEM SPDR INDEX SHS FDS $00.00%0 -322-100.0% -$1.51万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -311-100.0% -$1.49万 清仓
JEPQ J P MORGAN EXCHANGE TRADED F $00.00%0 -257-100.0% -$1.43万 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -173-100.0% -$1.34万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -265-100.0% -$1.33万 清仓
IGLD FIRST TR EXCHANGE-TRADED FD $00.00%0 -511-100.0% -$1.30万 清仓
BIL SPDR SERIES TRUST $00.00%0 -142-100.0% -$1.30万 清仓
ARKG ARK ETF TR $00.00%0 -481-100.0% -$1.27万 清仓
— RENAISSANCE CAP GREENWICH FD $00.00%0 -302-100.0% -$1.27万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -154-100.0% -$1.20万 清仓
JBBB JANUS DETROIT STR TR $00.00%0 -257-100.0% -$1.20万 清仓
IJR ISHARES TR $00.00%0 -95-100.0% -$1.19万 清仓
VEU VANGUARD INTL EQUITY INDEX F $00.00%0 -151-100.0% -$1.13万 清仓
PCAR PACCAR INC $00.00%0 -98-100.0% -$1.13万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -57-100.0% -$1.12万 清仓
SKYY FIRST TR EXCHANGE-TRADED FD $00.00%0 -102-100.0% -$1.12万 清仓
LGOV FIRST TR EXCHANGE-TRADED FD $00.00%0 -512-100.0% -$1.10万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -107-100.0% -$1.10万 清仓
O REALTY INCOME CORP $00.00%0 -179-100.0% -$1.10万 清仓
BAC BANK AMERICA CORP $00.00%0 -222-100.0% -$1.08万 清仓
NEAR ISHARES U S ETF TR $00.00%0 -199-100.0% -$1.01万 清仓
FISR SSGA ACTIVE TR $00.00%0 -367-100.0% -$9,446 清仓
IWB ISHARES TR $00.00%0 -26-100.0% -$9,369 清仓
CALF PACER FDS TR $00.00%0 -206-100.0% -$9,233 清仓
TXN TEXAS INSTRS INC $00.00%0 -46-100.0% -$8,913 清仓
FDEM FIDELITY COVINGTON TRUST $00.00%0 -280-100.0% -$8,857 清仓
— PROSHARES TR $00.00%0 -506-100.0% -$8,591 清仓
VICI VICI PPTYS INC $00.00%0 -305-100.0% -$8,329 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -56-100.0% -$8,253 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -149-100.0% -$8,102 清仓
ALLY ALLY FINL INC $00.00%0 -203-100.0% -$7,964 清仓
STIP ISHARES TR $00.00%0 -76-100.0% -$7,883 清仓
FALN ISHARES TR $00.00%0 -295-100.0% -$7,882 清仓
BOTZ GLOBAL X FDS $00.00%0 -234-100.0% -$7,769 清仓
SBUX STARBUCKS CORP $00.00%0 -86-100.0% -$7,727 清仓
QYLD GLOBAL X FDS $00.00%0 -440-100.0% -$7,554 清仓
IWM ISHARES TR $00.00%0 -30-100.0% -$7,520 清仓
IDU ISHARES TR $00.00%0 -64-100.0% -$7,439 清仓
MO ALTRIA GROUP INC $00.00%0 -112-100.0% -$7,405 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 -161-100.0% -$7,404 清仓
MMM 3M CO $00.00%0 -51-100.0% -$7,399 清仓
TIP ISHARES TR $00.00%0 -66-100.0% -$7,325 清仓
CRM SALESFORCE INC $00.00%0 -39-100.0% -$7,311 清仓
EMXC ISHARES INC $00.00%0 -91-100.0% -$7,186 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -33-100.0% -$6,798 清仓
CERY SPDR SERIES TRUST $00.00%0 -191-100.0% -$6,746 清仓
VGK VANGUARD INTL EQUITY INDEX F $00.00%0 -81-100.0% -$6,661 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -144-100.0% -$6,641 清仓
PG PROCTER & GAMBLE CO $00.00%0 -45-100.0% -$6,556 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -41-100.0% -$6,551 清仓
SPSM SPDR SERIES TRUST $00.00%0 -135-100.0% -$6,512 清仓
DOCT FIRST TR EXCHNG TRADED FD VI $00.00%0 -147-100.0% -$6,401 清仓
TFLO ISHARES TR $00.00%0 -126-100.0% -$6,384 清仓
ARE ALEXANDRIA REAL ESTATE EQ IN $00.00%0 -137-100.0% -$6,348 清仓
CCI CROWN CASTLE INC $00.00%0 -77-100.0% -$6,253 清仓
VG VENTURE GLOBAL INC $00.00%0 -390-100.0% -$6,146 清仓
MRK MERCK & CO INC $00.00%0 -49-100.0% -$5,886 清仓
— CAMBRIA ETF TR $00.00%0 -499-100.0% -$5,848 清仓
CRMD CORMEDIX INC $00.00%0 -857-100.0% -$5,816 清仓
OBDC BLUE OWL CAPITAL CORPORATION $00.00%0 -515-100.0% -$5,693 清仓
COMT ISHARES U S ETF TR $00.00%0 -166-100.0% -$5,599 清仓
MKC MCCORMICK & CO INC $00.00%0 -104-100.0% -$5,270 清仓
INTC INTEL CORP $00.00%0 -117-100.0% -$5,158 清仓
XLI SELECT SECTOR SPDR TR $00.00%0 -31-100.0% -$5,070 清仓
SPMD SPDR SERIES TRUST $00.00%0 -84-100.0% -$4,956 清仓
SCHO SCHWAB STRATEGIC TR $00.00%0 -203-100.0% -$4,933 清仓
CPT CAMDEN PPTY TR $00.00%0 -50-100.0% -$4,930 清仓
VO VANGUARD INDEX FDS $00.00%0 -68-100.0% -$4,891 清仓
PFF ISHARES TR $00.00%0 -158-100.0% -$4,804 清仓
NYF ISHARES TR $00.00%0 -90-100.0% -$4,799 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -66-100.0% -$4,768 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -37-100.0% -$4,594 清仓
BN BROOKFIELD CORP $00.00%0 -113-100.0% -$4,587 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -101-100.0% -$4,548 清仓
AIRR FIRST TR EXCHANGE TRADED FD $00.00%0 -41-100.0% -$4,504 清仓
MSDL MORGAN STANLEY DIRECT LENDIN $00.00%0 -309-100.0% -$4,314 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -25-100.0% -$4,231 清仓
SRVR PACER FDS TR $00.00%0 -131-100.0% -$4,098 清仓