Merited Wealth, LLC
NORTH BAY VILLAGE FL · SEC CIK 0002123943
$1.41亿2026Q2 申报市值
73持仓数
56.8%前十大占比 · 第一大 17.5%
0 / 6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
IVV 加仓+$1,269.39万
AGG 加仓+$480.22万
JCPB 加仓+$401.74万
AVDE 加仓+$371.96万
JIRE 加仓+$347.51万
2026Q2 卖出最多 按季末市值估算
CGBL 减仓-$389.56万
VT 减仓-$367.81万
CGGE 减仓-$308.32万
CGGR 减仓-$267.32万
CGGO 减仓-$215.10万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,473.09万 | 17.49% | 33,023 | 16,950 | 105.5% | $1,269.39万 | 加仓 |
| AGG | ISHARES TR | $1,071.54万 | 7.58% | 108,259 | 48,517 | 81.2% | $480.22万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $904.03万 | 6.39% | 192,594 | 85,586 | 80.0% | $401.74万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $806.83万 | 5.71% | 90,452 | 41,700 | 85.5% | $371.96万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $650.32万 | 4.60% | 78,836 | 42,127 | 114.8% | $347.51万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $636.69万 | 4.50% | 64,580 | 34,985 | 118.2% | $344.92万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $471.31万 | 3.33% | 59,352 | 28,119 | 90.0% | $223.29万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $344.71万 | 2.44% | 82,171 | 64,339 | 360.8% | $269.90万 | 加仓 |
| IUSB | ISHARES TR | $335.29万 | 2.37% | 72,653 | 66,771 | 1,135.2% | $308.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $333.31万 | 2.36% | 75,138 | -1,489 | -1.9% | -$6.61万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $331.30万 | 2.34% | 89,930 | -1,804 | -2.0% | -$6.65万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $325.30万 | 2.30% | 66,010 | 4,007 | 6.5% | $19.75万 | 加仓 |
| MGK | VANGUARD WORLD FD | $315.91万 | 2.23% | 35,935 | -2,400 | -6.3% | -$21.10万 | 减仓 |
| LEN | LENNAR CORP | $314.09万 | 2.22% | 34,710 | -190 | -0.5% | -$1.72万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $308.99万 | 2.18% | 22,936 | -257 | -1.1% | -$3.46万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $287.39万 | 2.03% | 35,073 | -600 | -1.7% | -$4.92万 | 减仓 |
| MGV | VANGUARD WORLD FD | $209.58万 | 1.48% | 12,823 | -789 | -5.8% | -$12.90万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $200.77万 | 1.42% | 38,358 | 19,523 | 103.7% | $102.18万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $200.06万 | 1.41% | 52,703 | -102,625 | -66.1% | -$389.56万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $192.06万 | 1.36% | 12,237 | -23,435 | -65.7% | -$367.81万 | 减仓 |
| AAPL | APPLE INC | $186.75万 | 1.32% | 6,454 | -8 | -0.1% | -$2,315 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $162.87万 | 1.15% | 46,219 | -87,491 | -65.4% | -$308.32万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $152.60万 | 1.08% | 1,322 | 10 | 0.8% | $1.15万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $147.03万 | 1.04% | 18,831 | 243 | 1.3% | $1.90万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $138.15万 | 0.98% | 21,626 | 6,337 | 41.4% | $40.48万 | 加仓 |
| VV | VANGUARD INDEX FDS | $135.74万 | 0.96% | 3,947 | 363 | 10.1% | $12.48万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $134.46万 | 0.95% | 35,846 | -52,262 | -59.3% | -$196.04万 | 减仓 |
| LLY | ELI LILLY & CO | $108.55万 | 0.77% | 905 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $104.19万 | 0.74% | 22,074 | -56,635 | -72.0% | -$267.32万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $102.72万 | 0.73% | 39,236 | -59,794 | -60.4% | -$156.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $87.21万 | 0.62% | 2,338 | -51 | -2.1% | -$1.90万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $85.54万 | 0.60% | 20,209 | -50,816 | -71.5% | -$215.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $85.10万 | 0.60% | 1,239 | -83 | -6.3% | -$5.70万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $80.04万 | 0.57% | 29,288 | -44,682 | -60.4% | -$122.12万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $78.68万 | 0.56% | 17,689 | -46,935 | -72.6% | -$208.77万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $73.47万 | 0.52% | 3,024 | -165 | -5.2% | -$4.01万 | 减仓 |
| GOOG | ALPHABET INC | $68.30万 | 0.48% | 1,933 | 4 | 0.2% | $1,413 | 加仓 |
| ILCG | ISHARES TR | $67.45万 | 0.48% | 5,764 | 635 | 12.4% | $7.43万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $65.15万 | 0.46% | 29,227 | -37,650 | -56.3% | -$83.92万 | 减仓 |
| MINT | PIMCO ETF TR | $62.19万 | 0.44% | 6,169 | -6,789 | -52.4% | -$68.44万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $61.82万 | 0.44% | 3,129 | -220 | -6.6% | -$4.35万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $58.52万 | 0.41% | 1,911 | -153 | -7.4% | -$4.69万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $58.36万 | 0.41% | 19,422 | -300 | -1.5% | -$9,015 | 减仓 |
| MTUM | ISHARES TR | $56.93万 | 0.40% | 1,661 | -60 | -3.5% | -$2.06万 | 减仓 |
| WMT | WALMART INC | $53.52万 | 0.38% | 4,725 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $50.06万 | 0.35% | 5,624 | -153 | -2.6% | -$1.36万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $49.96万 | 0.35% | 15,153 | -35,217 | -69.9% | -$116.11万 | 减仓 |
| IGIB | ISHARES TR | $49.79万 | 0.35% | 9,365 | -2,489 | -21.0% | -$13.23万 | 减仓 |
| SHY | ISHARES TR | $49.66万 | 0.35% | 6,048 | -4,038 | -40.0% | -$33.16万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $48.93万 | 0.35% | 7,000 | -295 | -4.0% | -$2.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.42万 | 0.31% | 2,220 | 37 | 1.7% | $7,403 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $43.92万 | 0.31% | 9,069 | -11,563 | -56.0% | -$56.00万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $43.10万 | 0.30% | 11,506 | -20,754 | -64.3% | -$77.74万 | 减仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $42.20万 | 0.30% | 3,319 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $40.95万 | 0.29% | 1,146 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $40.60万 | 0.29% | 1,649 | -2 | -0.1% | -$492 | 减仓 |
| VBK | VANGUARD INDEX FDS | $37.21万 | 0.26% | 1,018 | -53 | -4.9% | -$1.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.16万 | 0.26% | 894 | -93 | -9.4% | -$3.87万 | 减仓 |
| DGRO | ISHARES TR | $37.11万 | 0.26% | 4,897 | -6,322 | -56.4% | -$47.91万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $36.71万 | 0.26% | 7,594 | -4,922 | -39.3% | -$23.79万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $35.19万 | 0.25% | 4,869 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $33.15万 | 0.23% | 5,653 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $32.12万 | 0.23% | 10,130 | -13,111 | -56.4% | -$41.57万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.83万 | 0.23% | 2,014 | -2,566 | -56.0% | -$40.56万 | 减仓 |
| EFA | ISHARES TR | $30.08万 | 0.21% | 2,896 | -94 | -3.1% | -$9,765 | 减仓 |
| GOVT | ISHARES TR | $26.74万 | 0.19% | 11,740 | -7,586 | -39.3% | -$17.28万 | 减仓 |
| IEMG | ISHARES INC | $26.70万 | 0.19% | 3,223 | -106 | -3.2% | -$8,781 | 减仓 |
| META | META PLATFORMS INC | $25.97万 | 0.18% | 461 | 11 | 2.4% | $6,196 | 加仓 |
| AMZN | AMAZON COM INC | $25.84万 | 0.18% | 1,084 | -193 | -15.1% | -$4.60万 | 减仓 |
| USIG | ISHARES TR | $25.58万 | 0.18% | 4,988 | -1,447 | -22.5% | -$7.42万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $23.77万 | 0.17% | 5,079 | -1,502 | -22.8% | -$7.03万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $23.38万 | 0.17% | 3,437 | -194 | -5.3% | -$1.32万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.71万 | 0.15% | 2,520 | -7,674 | -75.3% | -$66.10万 | 减仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -18,872 | -100.0% | -$189.97万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -2,580 | -100.0% | -$114.66万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -9,433 | -100.0% | -$39.91万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -2,339 | -100.0% | -$25.82万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -4,887 | -100.0% | -$24.41万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -203 | -100.0% | -$20.23万 | 清仓 |