Merkkuri Wealth Advisors LLC
HICKSVILLE NY · SEC CIK 0002040317
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $10.65万 | 0.07% | 250 | 250 | — | $10.65万 | 新建仓 |
| META | META PLATFORMS INC | $11.85万 | 0.08% | 207 | 207 | — | $11.85万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $12.74万 | 0.08% | 7,357 | 7,357 | — | $12.74万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $13.42万 | 0.09% | 3,309 | 3,309 | — | $13.42万 | 新建仓 |
| V | VISA INC | $13.46万 | 0.09% | 445 | 445 | — | $13.46万 | 新建仓 |
| LMUB | ISHARES TR | $13.98万 | 0.09% | 2,800 | 2,800 | — | $13.98万 | 新建仓 |
| LLY | ELI LILLY & CO | $14.28万 | 0.09% | 155 | 155 | — | $14.28万 | 新建仓 |
| — | PROSHARES TR | $14.72万 | 0.10% | 9,499 | 9,499 | — | $14.72万 | 新建仓 |
| EFG | ISHARES TR | $14.88万 | 0.10% | 1,336 | -1,264 | -48.6% | -$14.07万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $15.27万 | 0.10% | 350 | 350 | — | $15.27万 | 新建仓 |
| FNCL | FIDELITY COVINGTON TRUST | $15.91万 | 0.11% | 2,267 | 2,267 | — | $15.91万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $16.43万 | 0.11% | 447 | 447 | — | $16.43万 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $16.76万 | 0.11% | 4,470 | 4,470 | — | $16.76万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $17.69万 | 0.12% | 9,339 | 9,339 | — | $17.69万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $17.95万 | 0.12% | 6,162 | 8 | 0.1% | $233 | 加仓 |
| IEMG | ISHARES INC | $18.00万 | 0.12% | 2,581 | -20,162 | -88.7% | -$140.64万 | 减仓 |
| SPUS | TIDAL TRUST I | $18.74万 | 0.12% | 3,892 | 3,892 | — | $18.74万 | 新建仓 |
| EFA | ISHARES TR | $18.88万 | 0.12% | 1,944 | 1,944 | — | $18.88万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $19.09万 | 0.13% | 1,152 | 1,152 | — | $19.09万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $20.49万 | 0.14% | 8,270 | 88 | 1.1% | $2,180 | 加仓 |
| IGV | ISHARES TR | $20.86万 | 0.14% | 2,606 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $21.77万 | 0.14% | 1,357 | 3 | 0.2% | $481 | 加仓 |
| SMH | VANECK ETF TRUST | $22.70万 | 0.15% | 592 | 0 | 0.0% | — | 不变 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $24.72万 | 0.16% | 6,092 | 95 | 1.6% | $3,854 | 加仓 |
| PAVE | GLOBAL X FDS | $25.40万 | 0.17% | 4,999 | 23 | 0.5% | $1,169 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.95万 | 0.17% | 260 | 2 | 0.8% | $1,996 | 加仓 |
| NVDA | NVIDIA CORPORATION | $26.70万 | 0.18% | 1,531 | 6 | 0.4% | $1,046 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $27.10万 | 0.18% | 15,839 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $27.24万 | 0.18% | 15,117 | -34,556 | -69.6% | -$62.27万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $28.68万 | 0.19% | 5,757 | 38 | 0.7% | $1,893 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $29.18万 | 0.19% | 2,195 | 2 | 0.1% | $266 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $30.42万 | 0.20% | 5,089 | 27 | 0.5% | $1,614 | 加仓 |
| ESGU | ISHARES TR | $31.95万 | 0.21% | 2,259 | -38 | -1.7% | -$5,375 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $32.39万 | 0.21% | 2,953 | 4 | 0.1% | $439 | 加仓 |
| GLD | SPDR GOLD TR | $38.98万 | 0.26% | 906 | -2 | -0.2% | -$861 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $39.21万 | 0.26% | 5,361 | 29 | 0.5% | $2,121 | 加仓 |
| MUB | ISHARES TR | $39.25万 | 0.26% | 3,698 | 462 | 14.3% | $4.90万 | 加仓 |
| IJK | ISHARES TR | $39.89万 | 0.26% | 3,964 | 4 | 0.1% | $402 | 加仓 |
| GOOGL | ALPHABET INC | $40.10万 | 0.27% | 1,395 | 1 | 0.1% | $287 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.38万 | 0.27% | 10,510 | 65 | 0.6% | $2,497 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $40.86万 | 0.27% | 4,938 | 37 | 0.8% | $3,062 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.76万 | 0.28% | 699 | 8 | 1.2% | $4,780 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $50.57万 | 0.33% | 9,737 | -2,885 | -22.9% | -$14.98万 | 减仓 |
| HEFA | ISHARES TR | $51.64万 | 0.34% | 12,152 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $52.11万 | 0.34% | 10,258 | -80 | -0.8% | -$4,064 | 减仓 |
| MOAT | VANECK ETF TRUST | $54.44万 | 0.36% | 5,630 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $54.91万 | 0.36% | 1,483 | 70 | 5.0% | $2.59万 | 加仓 |
| DGRO | ISHARES TR | $56.53万 | 0.37% | 8,055 | -22 | -0.3% | -$1,544 | 减仓 |
| GOOG | ALPHABET INC | $58.15万 | 0.38% | 2,027 | -2 | -0.1% | -$574 | 减仓 |
| AAPL | APPLE INC | $70.01万 | 0.46% | 2,759 | 1 | 0.0% | $254 | 加仓 |
| SHLD | GLOBAL X FDS | $81.05万 | 0.54% | 11,441 | 3,919 | 52.1% | $27.76万 | 加仓 |
| — | EXXON MOBIL CORP | $82.44万 | 0.55% | 4,859 | 5 | 0.1% | $848 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $83.03万 | 0.55% | 20,221 | 20,221 | — | $83.03万 | 新建仓 |
| IWY | ISHARES TR | $84.22万 | 0.56% | 3,384 | 2 | 0.1% | $498 | 加仓 |
| GOVT | ISHARES TR | $84.70万 | 0.56% | 36,971 | 36,971 | — | $84.70万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $88.51万 | 0.59% | 8,012 | 22 | 0.3% | $2,430 | 加仓 |
| MBB | ISHARES TR | $94.42万 | 0.63% | 9,944 | 120 | 1.2% | $1.14万 | 加仓 |
| VGT | VANGUARD WORLD FD | $99.81万 | 0.66% | 1,431 | 2 | 0.1% | $1,395 | 加仓 |
| IVV | ISHARES TR | $103.98万 | 0.69% | 1,592 | -30 | -1.8% | -$1.96万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $107.40万 | 0.71% | 9,580 | 370 | 4.0% | $4.15万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $109.21万 | 0.72% | 30,152 | 1,744 | 6.1% | $6.32万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $112.79万 | 0.75% | 13,997 | 1,829 | 15.0% | $14.74万 | 加仓 |
| IYH | ISHARES TR | $112.86万 | 0.75% | 18,310 | 347 | 1.9% | $2.14万 | 加仓 |
| QUAL | ISHARES TR | $122.69万 | 0.81% | 6,396 | 164 | 2.6% | $3.15万 | 加仓 |
| EFV | ISHARES TR | $126.29万 | 0.84% | 16,985 | -11,572 | -40.5% | -$86.04万 | 减仓 |
| AMZN | AMAZON COM INC | $134.90万 | 0.89% | 6,477 | 26 | 0.4% | $5,415 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $146.02万 | 0.97% | 76,850 | -1,216 | -1.6% | -$2.31万 | 减仓 |
| ACWX | ISHARES TR | $148.80万 | 0.98% | 21,732 | 21,732 | — | $148.80万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $148.98万 | 0.99% | 32,485 | 2,013 | 6.6% | $9.23万 | 加仓 |
| IUSB | ISHARES TR | $150.98万 | 1.00% | 32,687 | 10 | 0.0% | $462 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $159.55万 | 1.06% | 49,621 | 49,621 | — | $159.55万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $160.54万 | 1.06% | 69,138 | 2,718 | 4.1% | $6.31万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $164.15万 | 1.09% | 26,188 | 1,041 | 4.1% | $6.53万 | 加仓 |
| GLDM | WORLD GOLD TR | $164.97万 | 1.09% | 17,799 | -6,233 | -25.9% | -$57.77万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $182.25万 | 1.21% | 35,391 | 896 | 2.6% | $4.61万 | 加仓 |
| — | MATTHEWS ASIA FDS | $187.67万 | 1.24% | 71,289 | 900 | 1.3% | $2.37万 | 加仓 |
| IAGG | ISHARES TR | $199.83万 | 1.32% | 39,933 | -349 | -0.9% | -$1.75万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $204.90万 | 1.36% | 68,805 | 1,967 | 2.9% | $5.86万 | 加仓 |
| IYJ | ISHARES TR | $213.13万 | 1.41% | 14,446 | 341 | 2.4% | $5.03万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $227.71万 | 1.51% | 11,865 | 54 | 0.5% | $1.04万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $229.15万 | 1.52% | 69,544 | 2,336 | 3.5% | $7.70万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $245.58万 | 1.63% | 42,211 | -8,404 | -16.6% | -$48.89万 | 减仓 |
| IVW | ISHARES TR | $246.53万 | 1.63% | 21,795 | 1,439 | 7.1% | $16.28万 | 加仓 |
| PYLD | PIMCO ETF TR | $258.82万 | 1.71% | 98,787 | -2,023 | -2.0% | -$5.30万 | 减仓 |
| IVE | ISHARES TR | $269.07万 | 1.78% | 12,743 | -620 | -4.6% | -$13.09万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $296.42万 | 1.96% | 48,388 | 17 | 0.0% | $1,041 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $299.93万 | 1.99% | 4,612 | -233 | -4.8% | -$15.15万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $343.22万 | 2.27% | 149,549 | -1,767 | -1.2% | -$4.06万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $389.86万 | 2.58% | 75,627 | -1,985 | -2.6% | -$10.23万 | 减仓 |
| QQQ | INVESCO QQQ TR | $390.56万 | 2.59% | 6,767 | -443 | -6.1% | -$25.57万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $410.95万 | 2.72% | 60,186 | 520 | 0.9% | $3.55万 | 加仓 |
| IEFA | ISHARES TR | $455.80万 | 3.02% | 50,348 | 15 | 0.0% | $1,358 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $509.46万 | 3.37% | 89,883 | 462 | 0.5% | $2.62万 | 加仓 |
| AGG | ISHARES TR | $516.65万 | 3.42% | 52,044 | -1,446 | -2.7% | -$14.35万 | 减仓 |
| IJH | ISHARES TR | $526.76万 | 3.49% | 78,004 | 186 | 0.2% | $1.26万 | 加仓 |
| IUSG | ISHARES TR | $594.72万 | 3.94% | 38,342 | 657 | 1.7% | $10.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $604.29万 | 4.00% | 196,967 | -111 | -0.1% | -$3,405 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $774.66万 | 5.13% | 169,808 | -3,696 | -2.1% | -$16.86万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,697.02万 | 11.23% | 221,717 | 15,805 | 7.7% | $120.97万 | 加仓 |