Merkkuri Wealth Advisors LLC
HICKSVILLE NY · SEC CIK 0002040317
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$135 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -3 | -100.0% | -$117 | 清仓 |
| — | SNDL INC | $0 | 0.00% | 0 | -70 | -100.0% | -$92 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$86 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | 0 | — | -$70 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -3 | -100.0% | -$62 | 清仓 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | 0 | — | -$43 | 清仓 |
| ARKW | ARK ETF TR | $0 | 0.00% | 0 | 0 | — | -$30 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$29 | 清仓 |
| RWR | SPDR SERIES TRUST | $0 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| PFLD | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -1 | -100.0% | -$17 | 清仓 |
| PHYL | PGIM ETF TR | $0 | 0.00% | 0 | 0 | — | -$15 | 清仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | 0 | — | -$10 | 清仓 |
| RWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| SPTI | SPDR SERIES TRUST | $0 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| SPEU | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | COLUMBIA ETF TR II | $0 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $20.11万 | 0.12% | 3,367 | -1,722 | -33.8% | -$10.28万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $20.18万 | 0.13% | 5,962 | -200 | -3.2% | -$6,768 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $20.36万 | 0.13% | 1,153 | 1 | 0.1% | $177 | 加仓 |
| PAVE | GLOBAL X FDS | $21.36万 | 0.13% | 3,625 | -1,374 | -27.5% | -$8.10万 | 减仓 |
| SPUS | TIDAL TRUST I | $22.40万 | 0.14% | 3,896 | 4 | 0.1% | $230 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.69万 | 0.14% | 243 | -17 | -6.5% | -$1.59万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $23.17万 | 0.14% | 4,655 | -1,102 | -19.1% | -$5.49万 | 减仓 |
| IGV | ISHARES TR | $23.62万 | 0.15% | 2,607 | 1 | 0.0% | $91 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $26.45万 | 0.16% | 15,839 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $28.01万 | 0.17% | 15,117 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $29.05万 | 0.18% | 788 | -118 | -13.0% | -$4.35万 | 减仓 |
| EFV | ISHARES TR | $32.69万 | 0.20% | 4,270 | -12,715 | -74.9% | -$97.34万 | 减仓 |
| IJK | ISHARES TR | $33.27万 | 0.21% | 2,831 | -1,133 | -28.6% | -$13.31万 | 减仓 |
| JSI | JANUS DETROIT STR TR | $33.75万 | 0.21% | 6,590 | -69,037 | -91.3% | -$353.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $34.79万 | 0.22% | 1,739 | 208 | 13.6% | $4.16万 | 加仓 |
| MUB | ISHARES TR | $35.23万 | 0.22% | 3,273 | -425 | -11.5% | -$4.57万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $35.64万 | 0.22% | 10,705 | 195 | 1.9% | $6,491 | 加仓 |
| ESGU | ISHARES TR | $36.75万 | 0.23% | 2,246 | -13 | -0.6% | -$2,127 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.82万 | 0.23% | 4,916 | -445 | -8.3% | -$3.33万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $41.31万 | 0.26% | 4,999 | 61 | 1.2% | $5,041 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $41.88万 | 0.26% | 2,198 | 3 | 0.1% | $572 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $42.19万 | 0.26% | 3,301 | 348 | 11.8% | $4.45万 | 加仓 |
| HEFA | ISHARES TR | $43.01万 | 0.27% | 9,166 | -2,986 | -24.6% | -$14.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $44.34万 | 0.28% | 676 | 84 | 14.2% | $5.51万 | 加仓 |
| DGRO | ISHARES TR | $46.40万 | 0.29% | 6,122 | -1,933 | -24.0% | -$14.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $48.33万 | 0.30% | 704 | 5 | 0.7% | $3,433 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $49.12万 | 0.30% | 10,095 | -163 | -1.6% | -$7,931 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $49.85万 | 0.31% | 9,913 | 9,913 | — | $49.85万 | 新建仓 |
| GOOGL | ALPHABET INC | $50.64万 | 0.31% | 1,417 | 22 | 1.6% | $7,863 | 加仓 |
| MOAT | VANECK ETF TRUST | $52.82万 | 0.33% | 5,081 | -549 | -9.8% | -$5.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $60.20万 | 0.37% | 1,614 | 131 | 8.8% | $4.89万 | 加仓 |
| GOVT | ISHARES TR | $68.86万 | 0.43% | 30,230 | -6,741 | -18.2% | -$15.36万 | 减仓 |
| GOOG | ALPHABET INC | $69.99万 | 0.43% | 1,981 | -46 | -2.3% | -$1.63万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $72.01万 | 0.45% | 25,671 | 25,671 | — | $72.01万 | 新建仓 |
| MBB | ISHARES TR | $75.07万 | 0.47% | 7,942 | -2,002 | -20.1% | -$18.92万 | 减仓 |
| AAPL | APPLE INC | $78.64万 | 0.49% | 2,718 | -41 | -1.5% | -$1.19万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $86.83万 | 0.54% | 8,999 | -4,998 | -35.7% | -$48.23万 | 减仓 |
| IWY | ISHARES TR | $87.06万 | 0.54% | 2,996 | -388 | -11.5% | -$11.27万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $88.25万 | 0.55% | 20,472 | -9,680 | -32.1% | -$41.73万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $93.84万 | 0.58% | 20,587 | -11,898 | -36.6% | -$54.23万 | 减仓 |
| SHLD | GLOBAL X FDS | $96.76万 | 0.60% | 16,205 | 4,764 | 41.6% | $28.45万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $104.37万 | 0.65% | 8,366 | 354 | 4.4% | $4.42万 | 加仓 |
| IAGG | ISHARES TR | $115.86万 | 0.72% | 22,898 | -17,035 | -42.7% | -$86.20万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $116.22万 | 0.72% | 23,074 | 2,853 | 14.1% | $14.37万 | 加仓 |
| IVV | ISHARES TR | $116.37万 | 0.72% | 1,554 | -38 | -2.4% | -$2.85万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $123.61万 | 0.77% | 7,652 | -1,928 | -20.1% | -$31.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $125.12万 | 0.78% | 10,469 | -979 | -8.6% | -$11.70万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $129.33万 | 0.80% | 67,046 | -9,804 | -12.8% | -$18.91万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $136.10万 | 0.84% | 40,439 | 40,370 | 58,507.2% | $135.87万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $139.64万 | 0.87% | 60,374 | -8,764 | -12.7% | -$20.27万 | 减仓 |
| AMZN | AMAZON COM INC | $152.61万 | 0.95% | 6,403 | -74 | -1.1% | -$1.76万 | 减仓 |
| IYH | ISHARES TR | $154.97万 | 0.96% | 23,126 | 4,816 | 26.3% | $32.27万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $158.54万 | 0.98% | 29,852 | -18,536 | -38.3% | -$98.44万 | 减仓 |
| GLDM | WORLD GOLD TR | $160.12万 | 0.99% | 20,162 | 2,363 | 13.3% | $18.77万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $198.46万 | 1.23% | 54,224 | 4,603 | 9.3% | $16.85万 | 加仓 |
| ACWX | ISHARES TR | $215.66万 | 1.34% | 28,335 | 6,603 | 30.4% | $50.25万 | 加仓 |
| PYLD | PIMCO ETF TR | $228.52万 | 1.42% | 86,168 | -12,619 | -12.8% | -$33.47万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $232.52万 | 1.44% | 43,224 | 7,833 | 22.1% | $42.14万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $236.65万 | 1.47% | 11,122 | -743 | -6.3% | -$15.81万 | 减仓 |
| — | MATTHEWS ASIA FDS | $241.28万 | 1.50% | 83,616 | 12,327 | 17.3% | $35.57万 | 加仓 |
| IUSB | ISHARES TR | $249.97万 | 1.55% | 54,166 | 21,479 | 65.7% | $99.12万 | 加仓 |
| IVE | ISHARES TR | $258.44万 | 1.60% | 11,382 | -1,361 | -10.7% | -$30.90万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $289.61万 | 1.80% | 32,233 | 6,045 | 23.1% | $54.31万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $302.08万 | 1.87% | 126,660 | -22,889 | -15.3% | -$54.59万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $302.79万 | 1.88% | 44,521 | 2,310 | 5.5% | $15.71万 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $303.81万 | 1.88% | 60,605 | 60,605 | — | $303.81万 | 新建仓 |
| IYJ | ISHARES TR | $307.68万 | 1.91% | 18,462 | 4,016 | 27.8% | $66.93万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $319.05万 | 1.98% | 81,298 | 12,493 | 18.2% | $49.03万 | 加仓 |
| SPY | STATE STR SPDR SP 500 ETF T | $319.85万 | 1.98% | 4,283 | -329 | -7.1% | -$24.57万 | 减仓 |
| IVW | ISHARES TR | $323.95万 | 2.01% | 23,555 | 1,760 | 8.1% | $24.21万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $345.10万 | 2.14% | 65,459 | -4,085 | -5.9% | -$21.54万 | 减仓 |
| AGG | ISHARES TR | $451.63万 | 2.80% | 45,628 | -6,416 | -12.3% | -$63.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $463.30万 | 2.87% | 6,291 | -476 | -7.0% | -$35.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $521.97万 | 3.24% | 64,393 | 4,207 | 7.0% | $34.10万 | 加仓 |
| IEFA | ISHARES TR | $544.06万 | 3.38% | 56,333 | 5,985 | 11.9% | $57.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $595.12万 | 3.69% | 105,369 | 15,486 | 17.2% | $87.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $628.71万 | 3.90% | 198,267 | 1,300 | 0.7% | $4.12万 | 加仓 |
| IJH | ISHARES TR | $659.13万 | 4.09% | 85,479 | 7,475 | 9.6% | $57.64万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $677.22万 | 4.20% | 148,873 | -20,935 | -12.3% | -$95.23万 | 减仓 |