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
QUAL ISHARES TR $00.00%0 -6,396-100.0% -$122.69万 清仓
— EXXON MOBIL CORP $00.00%0 -4,859-100.0% -$82.44万 清仓
BINC BLACKROCK ETF TRUST II $00.00%0 -9,737-100.0% -$50.57万 清仓
HYLS FIRST TR EXCHANGE-TRADED FD $00.00%0 -6,092-100.0% -$24.72万 清仓
IWL ISHARES TR $00.00%0 -1,357-100.0% -$21.77万 清仓
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 -8,270-100.0% -$20.49万 清仓
EFA ISHARES TR $00.00%0 -1,944-100.0% -$18.88万 清仓
IEMG ISHARES INC $00.00%0 -2,581-100.0% -$18.00万 清仓
FSIG FIRST TR EXCHANGE-TRADED FD $00.00%0 -9,339-100.0% -$17.69万 清仓
FELG FIDELITY COVINGTON TRUST $00.00%0 -4,470-100.0% -$16.76万 清仓
MGK VANGUARD WORLD FD $00.00%0 -2,235-100.0% -$16.43万 清仓
FNCL FIDELITY COVINGTON TRUST $00.00%0 -2,267-100.0% -$15.91万 清仓
VUG VANGUARD INDEX FDS $00.00%0 -2,100-100.0% -$15.27万 清仓
EFG ISHARES TR $00.00%0 -1,336-100.0% -$14.88万 清仓
— PROSHARES TR $00.00%0 -9,499-100.0% -$14.72万 清仓
LLY ELI LILLY & CO $00.00%0 -155-100.0% -$14.28万 清仓
LMUB ISHARES TR $00.00%0 -2,800-100.0% -$13.98万 清仓
V VISA INC $00.00%0 -445-100.0% -$13.46万 清仓
LVHI LEGG MASON ETF INVT $00.00%0 -3,309-100.0% -$13.42万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -7,357-100.0% -$12.74万 清仓
META META PLATFORMS INC $00.00%0 -207-100.0% -$11.85万 清仓
IWF ISHARES TR $00.00%0 -1,000-100.0% -$10.65万 清仓
FTGC FIRST TR EXCHANGE TRAD FD VI $00.00%0 -3,503-100.0% -$10.06万 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 -415-100.0% -$9.86万 清仓
IGRO ISHARES TR $00.00%0 -1,124-100.0% -$9.42万 清仓
FPE FIRST TR EXCH TRADED FD III $00.00%0 -5,170-100.0% -$9.18万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -310-100.0% -$9.11万 清仓
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -411-100.0% -$8.84万 清仓
SPGP INVESCO EXCHANGE TRADED FD T $00.00%0 -809-100.0% -$8.70万 清仓
FXN FIRST TR EXCHANGE-TRADED FD $00.00%0 -3,852-100.0% -$8.65万 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -259-100.0% -$8.48万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,878-100.0% -$8.41万 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -302-100.0% -$8.32万 清仓
ARKK ARK ETF TR $00.00%0 -1,116-100.0% -$7.54万 清仓
USFR WISDOMTREE TR $00.00%0 -1,396-100.0% -$7.03万 清仓
SCHX SCHWAB STRATEGIC TR $00.00%0 -2,714-100.0% -$6.96万 清仓
DAL DELTA AIR LINES INC $00.00%0 -1,032-100.0% -$6.86万 清仓
IYW ISHARES TR $00.00%0 -353-100.0% -$6.40万 清仓
TSLA TESLA INC $00.00%0 -171-100.0% -$6.35万 清仓
FXU FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,256-100.0% -$6.23万 清仓
VTI VANGUARD INDEX FDS $00.00%0 -193-100.0% -$6.18万 清仓
IGSB ISHARES TR $00.00%0 -1,174-100.0% -$6.17万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -1,032-100.0% -$6.09万 清仓
ITA ISHARES TR $00.00%0 -275-100.0% -$6.03万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,016-100.0% -$5.92万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -96-100.0% -$5.78万 清仓
WM WASTE MGMT INC DEL $00.00%0 -248-100.0% -$5.69万 清仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -707-100.0% -$5.61万 清仓
CAT CATERPILLAR INC $00.00%0 -79-100.0% -$5.59万 清仓
IHI ISHARES TR $00.00%0 -992-100.0% -$5.29万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,188-100.0% -$5.25万 清仓
KO COCA COLA CO $00.00%0 -653-100.0% -$4.97万 清仓
ISCG ISHARES TR $00.00%0 -899-100.0% -$4.92万 清仓
TGT TARGET CORP $00.00%0 -392-100.0% -$4.75万 清仓
EEMV ISHARES INC $00.00%0 -723-100.0% -$4.68万 清仓
BRK/B BERKSHIRE HATHAWAY INC DEL $00.00%0 -96-100.0% -$4.62万 清仓
FPXI FIRST TR EXCHANGE-TRADED FD $00.00%0 -743-100.0% -$4.59万 清仓
XME SPDR SERIES TRUST $00.00%0 -409-100.0% -$4.41万 清仓
TMUS T-MOBILE US INC $00.00%0 -210-100.0% -$4.41万 清仓
SCHY SCHWAB STRATEGIC TR $00.00%0 -1,380-100.0% -$4.37万 清仓
MCD MCDONALDS CORP $00.00%0 -138-100.0% -$4.29万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -90-100.0% -$4.26万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -287-100.0% -$4.21万 清仓
USMV ISHARES TR $00.00%0 -451-100.0% -$4.18万 清仓
BUFR FIRST TR EXCHNG TRADED FD VI $00.00%0 -1,225-100.0% -$4.14万 清仓
NIO NIO INC $00.00%0 -6,754-100.0% -$4.07万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -81-100.0% -$4.06万 清仓
FEMB FIRST TR EXCH TRADED FD III $00.00%0 -1,375-100.0% -$3.95万 清仓
EWT ISHARES INC $00.00%0 -552-100.0% -$3.92万 清仓
GCOW PACER FDS TR $00.00%0 -846-100.0% -$3.91万 清仓
ITOT ISHARES TR $00.00%0 -265-100.0% -$3.78万 清仓
SHY ISHARES TR $00.00%0 -456-100.0% -$3.77万 清仓
TLH ISHARES TR $00.00%0 -369-100.0% -$3.72万 清仓
IEF ISHARES TR $00.00%0 -382-100.0% -$3.65万 清仓
FIXD FIRST TR EXCHNG TRADED FD VI $00.00%0 -804-100.0% -$3.51万 清仓
ACWV ISHARES INC $00.00%0 -293-100.0% -$3.50万 清仓
ABBV ABBVIE INC $00.00%0 -158-100.0% -$3.44万 清仓
SYSB ISHARES TR $00.00%0 -379-100.0% -$3.37万 清仓
GRID FIRST TR EXCHANGE-TRADED FD $00.00%0 -206-100.0% -$3.37万 清仓
SPHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -445-100.0% -$3.35万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -123-100.0% -$3.32万 清仓
NFLX NETFLIX INC. $00.00%0 -319-100.0% -$3.06万 清仓
DIS DISNEY WALT CO $00.00%0 -305-100.0% -$2.94万 清仓
WMT WALMART INC $00.00%0 -233-100.0% -$2.90万 清仓
CB CHUBB LTD SWITZ $00.00%0 -88-100.0% -$2.87万 清仓
UNP UNION PAC CORP $00.00%0 -118-100.0% -$2.87万 清仓
HD HOME DEPOT INC $00.00%0 -86-100.0% -$2.84万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -875-100.0% -$2.80万 清仓
EEM ISHARES TR $00.00%0 -484-100.0% -$2.75万 清仓
IAU ISHARES GOLD TR $00.00%0 -296-100.0% -$2.61万 清仓
HDV ISHARES TR $00.00%0 -950-100.0% -$2.58万 清仓
IFRA ISHARES TR $00.00%0 -446-100.0% -$2.55万 清仓
— SP FUNDS TRUST $00.00%0 -719-100.0% -$2.49万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -99-100.0% -$2.41万 清仓
LIT GLOBAL X FDS $00.00%0 -315-100.0% -$2.34万 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -459-100.0% -$2.31万 清仓
ARKF ARK ETF TR $00.00%0 -603-100.0% -$2.29万 清仓
XLSR SSGA ACTIVE TR $00.00%0 -397-100.0% -$2.29万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -438-100.0% -$2.19万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -32-100.0% -$2.18万 清仓