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
TTD THE TRADE DESK INC $00.00%0 -180-100.0% -$4,091 清仓
IDEF BLACKROCK ETF TRUST $00.00%0 -124-100.0% -$4,057 清仓
TM TOYOTA MOTOR CORP $00.00%0 -20-100.0% -$4,034 清仓
GWX SPDR INDEX SHS FDS $00.00%0 -94-100.0% -$3,959 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -103-100.0% -$3,908 清仓
KXI ISHARES TR $00.00%0 -58-100.0% -$3,905 清仓
CTVA CORTEVA INC $00.00%0 -44-100.0% -$3,672 清仓
BP BP PLC $00.00%0 -78-100.0% -$3,646 清仓
VXUS VANGUARD STAR FDS $00.00%0 -46-100.0% -$3,548 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 -17-100.0% -$3,356 清仓
DOW DOW HLDGS INC $00.00%0 -80-100.0% -$3,313 清仓
PFE PFIZER INC $00.00%0 -115-100.0% -$3,228 清仓
BDX BECTON DICKINSON & CO $00.00%0 -20-100.0% -$3,120 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -9-100.0% -$3,048 清仓
AMT AMERICAN TOWER CORP $00.00%0 -17-100.0% -$2,965 清仓
SPTL SPDR SERIES TRUST $00.00%0 -108-100.0% -$2,838 清仓
FVD FIRST TR EXCHANGE-TRADED FD $00.00%0 -58-100.0% -$2,705 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -41-100.0% -$2,619 清仓
VB VANGUARD INDEX FDS $00.00%0 -10-100.0% -$2,569 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -100-100.0% -$2,482 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -26-100.0% -$2,475 清仓
BOND PIMCO ETF TR $00.00%0 -27-100.0% -$2,456 清仓
NNE NANO NUCLEAR ENERGY INC $00.00%0 -120-100.0% -$2,450 清仓
SPLB SPDR SERIES TRUST $00.00%0 -109-100.0% -$2,427 清仓
HSY HERSHEY CO $00.00%0 -12-100.0% -$2,407 清仓
— BLACKROCK FLOATING RATE INCO $00.00%0 -213-100.0% -$2,349 清仓
— RCI HOSPITALITY HLDGS INC $00.00%0 -101-100.0% -$2,296 清仓
EDOW FIRST TR EXCHANGE-TRADED FD $00.00%0 -56-100.0% -$2,267 清仓
STT STATE STR CORP $00.00%0 -18-100.0% -$2,251 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -5-100.0% -$2,241 清仓
PECO PHILLIPS EDISON & CO INC $00.00%0 -60-100.0% -$2,234 清仓
EMHC SPDR SERIES TRUST $00.00%0 -89-100.0% -$2,204 清仓
QCOM QUALCOMM INC $00.00%0 -17-100.0% -$2,193 清仓
GIS GENERAL MILLS INC $00.00%0 -58-100.0% -$2,166 清仓
PFFA ETFIS SER TR I $00.00%0 -105-100.0% -$2,136 清仓
DE DEERE & CO $00.00%0 -4-100.0% -$2,086 清仓
CLX CLOROX CO DEL $00.00%0 -20-100.0% -$2,066 清仓
— FIDELITY ETHEREUM FD $00.00%0 -96-100.0% -$2,007 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -91-100.0% -$1,976 清仓
JNK SPDR SERIES TRUST $00.00%0 -20-100.0% -$1,926 清仓
HSIC SCHEIN HENRY INC $00.00%0 -26-100.0% -$1,896 清仓
SRLN SSGA ACTIVE ETF TR $00.00%0 -47-100.0% -$1,893 清仓
SLV ISHARES SILVER TR $00.00%0 -28-100.0% -$1,891 清仓
VXX BARCLAYS BANK PLC $00.00%0 -53-100.0% -$1,876 清仓
KNG FIRST TR EXCHANGE-TRADED FD $00.00%0 -37-100.0% -$1,823 清仓
NTSK NETSKOPE INC $00.00%0 -213-100.0% -$1,806 清仓
SDVY FIRST TR EXCHANGE TRADED FD $00.00%0 -45-100.0% -$1,761 清仓
COWG PACER FDS TR $00.00%0 -50-100.0% -$1,694 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -11-100.0% -$1,674 清仓
HLNE HAMILTON LANE INC $00.00%0 -17-100.0% -$1,669 清仓
IJS ISHARES TR $00.00%0 -14-100.0% -$1,637 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -22-100.0% -$1,629 清仓
VLTO VERALTO CORP $00.00%0 -18-100.0% -$1,607 清仓
ELF E L F BEAUTY INC $00.00%0 -26-100.0% -$1,598 清仓
IWP ISHARES TR $00.00%0 -12-100.0% -$1,543 清仓
VOD VODAFONE GROUP PLC $00.00%0 -102-100.0% -$1,527 清仓
QSPT FIRST TR EXCHNG TRADED FD VI $00.00%0 -50-100.0% -$1,521 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -28-100.0% -$1,518 清仓
CAVA CAVA GROUP INC $00.00%0 -18-100.0% -$1,443 清仓
VFH VANGUARD WORLD FD $00.00%0 -12-100.0% -$1,433 清仓
VEA VANGUARD TAX-MANAGED FDS $00.00%0 -22-100.0% -$1,416 清仓
FNOV FIRST TR EXCHNG TRADED FD VI $00.00%0 -26-100.0% -$1,397 清仓
SG SWEETGREEN INC $00.00%0 -263-100.0% -$1,365 清仓
HUN HUNTSMAN CORP $00.00%0 -101-100.0% -$1,340 清仓
RTX RTX CORPORATION $00.00%0 -7-100.0% -$1,298 清仓
IWO ISHARES TR $00.00%0 -4-100.0% -$1,264 清仓
TIPX SPDR SERIES TRUST $00.00%0 -62-100.0% -$1,196 清仓
SOFI SOFI TECHNOLOGIES INC $00.00%0 -75-100.0% -$1,185 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -24-100.0% -$1,150 清仓
WMB WILLIAMS COS INC $00.00%0 -16-100.0% -$1,149 清仓
EBND SPDR SERIES TRUST $00.00%0 -53-100.0% -$1,086 清仓
— AMERICAN STRATEGIC INVEST CO $00.00%0 -113-100.0% -$963 清仓
BA BOEING CO $00.00%0 -4-100.0% -$891 清仓
VOT VANGUARD INDEX FDS $00.00%0 -3-100.0% -$882 清仓
MOS MOSAIC CO $00.00%0 -33-100.0% -$833 清仓
CINF CINCINNATI FINL CORP $00.00%0 -5-100.0% -$789 清仓
MOO VANECK ETF TRUST $00.00%0 -9-100.0% -$773 清仓
— FIRST TR EXCHANGE-TRADED ALP $00.00%0 -12-100.0% -$755 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -5-100.0% -$749 清仓
— CION INVT CORP $00.00%0 -107-100.0% -$734 清仓
OKLO OKLO INC $00.00%0 -15-100.0% -$725 清仓
ALOY REALLOYS INC $00.00%0 -66-100.0% -$643 清仓
F FORD MTR CO $00.00%0 -55-100.0% -$633 清仓
— TILRAY BRANDS INC $00.00%0 -87-100.0% -$563 清仓
VNLA JANUS DETROIT STR TR $00.00%0 -11-100.0% -$536 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -14-100.0% -$530 清仓
MAIN MAIN STR CAP CORP $00.00%0 -10-100.0% -$504 清仓
IXJ ISHARES TR $00.00%0 -5-100.0% -$464 清仓
RDDT REDDIT INC $00.00%0 -3-100.0% -$464 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -7-100.0% -$446 清仓
— EAGLE POINT CREDIT COMPANY I $00.00%0 -117-100.0% -$441 清仓
KKR KKR & CO INC $00.00%0 -3-100.0% -$283 清仓
VBK VANGUARD INDEX FDS $00.00%0 -1-100.0% -$279 清仓
EMB ISHARES TR $00.00%0 -3-100.0% -$235 清仓
VLUE ISHARES TR $00.00%0 -1-100.0% -$190 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 -2-100.0% -$171 清仓
OXM OXFORD INDS INC $00.00%0 -4-100.0% -$168 清仓
RC READY CAPITAL CORP $00.00%0 -100-100.0% -$163 清仓
IXG ISHARES TR $00.00%0 -1-100.0% -$145 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 0— -$140 清仓