Merited Wealth, LLC
NORTH BAY VILLAGE FL · SEC CIK 0002123943
$1.21亿2026Q1 申报市值
79持仓数
41.0%前十大占比 · 第一大 8.7%
4 / 222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
IVV 加仓+$431.76万
JCPB 加仓+$327.20万
AGG 加仓+$298.87万
AVDE 加仓+$227.31万
JIRE 加仓+$166.08万
2026Q1 卖出最多 按季末市值估算
CGSD 清仓-$76.58万
VGSH 清仓-$66.82万
JPM 清仓-$19.01万
BRO 清仓-$18.94万
CGCV 清仓-$17.89万
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 |
|---|---|---|---|---|---|---|---|---|
| CGSD | CAPITAL GRP SHRT DURATION INC ETF | $0 | 0.00% | 0 | -29,443 | -100.0% | -$76.58万 | 清仓 |
| VGSH | VANGUARD SHORT TERM TREAS | $0 | 0.00% | 0 | -11,377 | -100.0% | -$66.82万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -590 | -100.0% | -$19.01万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -2,377 | -100.0% | -$18.94万 | 清仓 |
| CGCV | CAPITAL GROUP CONSERTVE EQT ETF | $0 | 0.00% | 0 | -5,866 | -100.0% | -$17.89万 | 清仓 |
| IGV | ISHARES EXPANDED TECH STW SCTR ETF | $0 | 0.00% | 0 | -1,595 | -100.0% | -$16.86万 | 清仓 |
| CWB | ST STR BLOOMBERG CV ETF | $0 | 0.00% | 0 | -1,826 | -100.0% | -$16.29万 | 清仓 |
| HEI/A | HEICO CORP NEW CL A | $0 | 0.00% | 0 | -625 | -100.0% | -$15.78万 | 清仓 |
| IEI | ISHS 3-7Y TRSY BD ETF | $0 | 0.00% | 0 | -1,289 | -100.0% | -$15.38万 | 清仓 |
| V | VISA INC CL A | $0 | 0.00% | 0 | -437 | -100.0% | -$15.33万 | 清仓 |
| BX | BLACKSTONE INC A | $0 | 0.00% | 0 | -934 | -100.0% | -$14.40万 | 清仓 |
| IMKTA | INGLES MARKETS INC A | $0 | 0.00% | 0 | -2,000 | -100.0% | -$13.71万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -596 | -100.0% | -$11.62万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -320 | -100.0% | -$11.01万 | 清仓 |
| SPIB | ST STR SPDR INTERMED ETF | $0 | 0.00% | 0 | -3,165 | -100.0% | -$10.70万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -504 | -100.0% | -$10.43万 | 清仓 |
| JNK | ST STR BLMBRG H/Y ETF | $0 | 0.00% | 0 | -1,051 | -100.0% | -$10.22万 | 清仓 |
| TLH | ISHS 10-20 TRSRY ETF | $0 | 0.00% | 0 | -943 | -100.0% | -$9.59万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -210 | -100.0% | -$9.35万 | 清仓 |
| USMV | ISHS USA MIN VOL FCT ETF | $0 | 0.00% | 0 | -949 | -100.0% | -$8.94万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -300 | -100.0% | -$8.88万 | 清仓 |
| TSM | TAIWAN SEMICON MFG CO | $0 | 0.00% | 0 | -283 | -100.0% | -$8.60万 | 清仓 |
| SO | SOUTHERN COMPANY | $0 | 0.00% | 0 | -969 | -100.0% | -$8.45万 | 清仓 |
| SPY | SPDR S&P 500 ETF | $0 | 0.00% | 0 | -117 | -100.0% | -$7.98万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -88 | -100.0% | -$7.74万 | 清仓 |
| GE | GENERAL ELECTRIC COMPANY | $0 | 0.00% | 0 | -239 | -100.0% | -$7.36万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -134 | -100.0% | -$7.00万 | 清仓 |
| KO | COCA COLA COMPANY | $0 | 0.00% | 0 | -973 | -100.0% | -$6.80万 | 清仓 |
| IGSB | ISHS 1-5 INVT GR CRP ETF | $0 | 0.00% | 0 | -1,260 | -100.0% | -$6.66万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -199 | -100.0% | -$6.34万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -360 | -100.0% | -$6.31万 | 清仓 |
| MBB | ISHS MBS ETF | $0 | 0.00% | 0 | -663 | -100.0% | -$6.31万 | 清仓 |
| AXP | AMERN EXPRESS CO | $0 | 0.00% | 0 | -170 | -100.0% | -$6.29万 | 清仓 |
| CME | CME GROUP INC CL A | $0 | 0.00% | 0 | -223 | -100.0% | -$6.09万 | 清仓 |
| SHEL | SHELL PLC SA | $0 | 0.00% | 0 | -810 | -100.0% | -$5.95万 | 清仓 |
| ET | ENERGY TRANSFER | $0 | 0.00% | 0 | -3,550 | -100.0% | -$5.85万 | 清仓 |
| IJK | ISHS S&P MDCP400 GRW ETF | $0 | 0.00% | 0 | -596 | -100.0% | -$5.77万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY, INC. CL B | $0 | 0.00% | 0 | -110 | -100.0% | -$5.53万 | 清仓 |
| LQD | ISHS INVSTMNT BD ETF | $0 | 0.00% | 0 | -498 | -100.0% | -$5.49万 | 清仓 |
| VCIT | VANGUARD INTERM-TM CORP BD IDX | $0 | 0.00% | 0 | -650 | -100.0% | -$5.44万 | 清仓 |
| IJJ | ISHS S&P MDCP400 VAL ETF | $0 | 0.00% | 0 | -412 | -100.0% | -$5.42万 | 清仓 |
| SPTL | ST STR SPDR LNG TERM ETF | $0 | 0.00% | 0 | -2,047 | -100.0% | -$5.42万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -2,125 | -100.0% | -$5.29万 | 清仓 |
| MRK | MERCK & COMPANY INC | $0 | 0.00% | 0 | -489 | -100.0% | -$5.15万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -425 | -100.0% | -$5.11万 | 清仓 |
| ISRG | INTUITIVE SURGICAL NEW | $0 | 0.00% | 0 | -90 | -100.0% | -$5.10万 | 清仓 |
| NBIS | NEBIUS GROUP N V CL A | $0 | 0.00% | 0 | -532 | -100.0% | -$5.04万 | 清仓 |
| BLK | BLACKROCK FDG INC | $0 | 0.00% | 0 | -47 | -100.0% | -$5.03万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -523 | -100.0% | -$4.99万 | 清仓 |
| CARR | CARRIER GLOBAL CORP | $0 | 0.00% | 0 | -915 | -100.0% | -$4.83万 | 清仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $0 | 0.00% | 0 | -1,508 | -100.0% | -$4.83万 | 清仓 |
| UPS | UPS INC B | $0 | 0.00% | 0 | -473 | -100.0% | -$4.69万 | 清仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $0 | 0.00% | 0 | -149 | -100.0% | -$4.45万 | 清仓 |
| CSCO | CISCO SYSTEMS INC | $0 | 0.00% | 0 | -570 | -100.0% | -$4.39万 | 清仓 |
| AMT | AMERICAN TOWER CORPORATION | $0 | 0.00% | 0 | -250 | -100.0% | -$4.39万 | 清仓 |
| TRV | THE TRAVELERS COMPANIES, INC. | $0 | 0.00% | 0 | -149 | -100.0% | -$4.32万 | 清仓 |
| MA | MASTERCARD INC A | $0 | 0.00% | 0 | -75 | -100.0% | -$4.28万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -123 | -100.0% | -$4.26万 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -380 | -100.0% | -$4.16万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -500 | -100.0% | -$4.01万 | 清仓 |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | $0 | 0.00% | 0 | -1,075 | -100.0% | -$3.99万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -117 | -100.0% | -$3.94万 | 清仓 |
| MDLZ | MONDELEZ INTERNATIONAL, INC. | $0 | 0.00% | 0 | -722 | -100.0% | -$3.89万 | 清仓 |
| DHR | DANAHER CORP | $0 | 0.00% | 0 | -163 | -100.0% | -$3.73万 | 清仓 |
| VIRT | VIRTU FINANCIAL INC A | $0 | 0.00% | 0 | -1,100 | -100.0% | -$3.67万 | 清仓 |
| EMR | EMERSON ELECTRIC CO | $0 | 0.00% | 0 | -270 | -100.0% | -$3.58万 | 清仓 |
| ACN | ACCENTURE PLC IRELD CL A | $0 | 0.00% | 0 | -127 | -100.0% | -$3.41万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $0 | 0.00% | 0 | -130 | -100.0% | -$3.34万 | 清仓 |
| APH | AMPHENOL CORP CL A NEW | $0 | 0.00% | 0 | -243 | -100.0% | -$3.28万 | 清仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $0 | 0.00% | 0 | -43 | -100.0% | -$3.24万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$3.21万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -131 | -100.0% | -$3.17万 | 清仓 |
| CVX | CHEVRON CORP | $0 | 0.00% | 0 | -205 | -100.0% | -$3.12万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -206 | -100.0% | -$2.95万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -305 | -100.0% | -$2.93万 | 清仓 |
| MPLX | MPLX COM | $0 | 0.00% | 0 | -545 | -100.0% | -$2.91万 | 清仓 |
| UL | UNILEVER PLC ADR | $0 | 0.00% | 0 | -444 | -100.0% | -$2.90万 | 清仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $0 | 0.00% | 0 | -180 | -100.0% | -$2.89万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE GROUP, INC. | $0 | 0.00% | 0 | -175 | -100.0% | -$2.83万 | 清仓 |
| AME | AMETEK INC NEW | $0 | 0.00% | 0 | -137 | -100.0% | -$2.81万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -83 | -100.0% | -$2.69万 | 清仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $0 | 0.00% | 0 | -122 | -100.0% | -$2.68万 | 清仓 |
| NVO | NOVO NORDISK AS ADR | $0 | 0.00% | 0 | -501 | -100.0% | -$2.55万 | 清仓 |
| DIS | WALT DISNEY CO | $0 | 0.00% | 0 | -223 | -100.0% | -$2.54万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -270 | -100.0% | -$2.53万 | 清仓 |
| FER | FERROVIAL INTL SE | $0 | 0.00% | 0 | -386 | -100.0% | -$2.49万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES | $0 | 0.00% | 0 | -111 | -100.0% | -$2.38万 | 清仓 |
| SDY | ST STR SPDR S&P DIV ETF | $0 | 0.00% | 0 | -162 | -100.0% | -$2.25万 | 清仓 |
| ASTS | AST SPACEMOBILE INC A | $0 | 0.00% | 0 | -296 | -100.0% | -$2.15万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -80 | -100.0% | -$2.12万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -68 | -100.0% | -$2.08万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC | $0 | 0.00% | 0 | -35 | -100.0% | -$2.03万 | 清仓 |
| GEV | GE VERNOVA LLC | $0 | 0.00% | 0 | -31 | -100.0% | -$2.03万 | 清仓 |
| WMB | WILLIAMS COS INC DEL | $0 | 0.00% | 0 | -330 | -100.0% | -$1.98万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -44 | -100.0% | -$1.98万 | 清仓 |
| MPC | MARATHON PETROLEUM CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$1.95万 | 清仓 |
| CTSH | COGNIZANT TECH SLTNS A | $0 | 0.00% | 0 | -224 | -100.0% | -$1.86万 | 清仓 |
| — | Raytheon Technologies Corp | $0 | 0.00% | 0 | -100 | -100.0% | -$1.83万 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $0 | 0.00% | 0 | -233 | -100.0% | -$1.81万 | 清仓 |
| TMUS | T-MOBILE US, INC. | $0 | 0.00% | 0 | -86 | -100.0% | -$1.75万 | 清仓 |