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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$1.05万 | 清仓 |
| — | CARECLOUD INC | $0 | 0.00% | 0 | -3,543 | -100.0% | -$1.03万 | 清仓 |
| COIN | COINBASE GLOBAL, INC. | $0 | 0.00% | 0 | -45 | -100.0% | -$1.02万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -16 | -100.0% | -$9,166 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -50 | -100.0% | -$8,876 | 清仓 |
| CMCSA | COMCAST CORP A NEW | $0 | 0.00% | 0 | -290 | -100.0% | -$8,668 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -70 | -100.0% | -$8,592 | 清仓 |
| VZ | VERIZON COMMUNICATIONS, INC. | $0 | 0.00% | 0 | -205 | -100.0% | -$8,350 | 清仓 |
| TPC | TUTOR PERINI CORP | $0 | 0.00% | 0 | -120 | -100.0% | -$8,042 | 清仓 |
| SAN | BANCO SANTANDER S A ADR | $0 | 0.00% | 0 | -679 | -100.0% | -$7,965 | 清仓 |
| ING | ING GROEP NV SPONS ADR | $0 | 0.00% | 0 | -281 | -100.0% | -$7,868 | 清仓 |
| BA | BOEING COMPANY | $0 | 0.00% | 0 | -36 | -100.0% | -$7,816 | 清仓 |
| ASML | ASML HOLDING NV | $0 | 0.00% | 0 | -7 | -100.0% | -$7,489 | 清仓 |
| DAKT | DAKTRONICS USD $0.00001 | $0 | 0.00% | 0 | -361 | -100.0% | -$7,137 | 清仓 |
| OKE | ONEOK INC | $0 | 0.00% | 0 | -97 | -100.0% | -$7,130 | 清仓 |
| — | IMPERIAL PETROLEUM NEW | $0 | 0.00% | 0 | -1,954 | -100.0% | -$7,074 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS CL A INC | $0 | 0.00% | 0 | -510 | -100.0% | -$6,426 | 清仓 |
| AMAT | APPLIED MATERIALS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$6,425 | 清仓 |
| — | NIAGEN BIOSCIENCE INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,360 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -121 | -100.0% | -$6,146 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -12 | -100.0% | -$5,602 | 清仓 |
| LIN | LINDE PLC NEW | $0 | 0.00% | 0 | -13 | -100.0% | -$5,543 | 清仓 |
| LEN/B | LENNAR CORP CL B | $0 | 0.00% | 0 | -58 | -100.0% | -$5,517 | 清仓 |
| VEA | VNGRD FTSE DEV MKTS ETF | $0 | 0.00% | 0 | -87 | -100.0% | -$5,435 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$5,320 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -94 | -100.0% | -$5,170 | 清仓 |
| SCHP | SCHWAB US TIPS ETF | $0 | 0.00% | 0 | -174 | -100.0% | -$4,610 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$4,608 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -54 | -100.0% | -$4,505 | 清仓 |
| NXPI | NXP SEMICONDUCTORS NV | $0 | 0.00% | 0 | -20 | -100.0% | -$4,342 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -54 | -100.0% | -$4,154 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -78 | -100.0% | -$4,135 | 清仓 |
| SPTM | ST STR SPDR 1500 COM ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$4,126 | 清仓 |
| HMC | HONDA MTR LTD ADR | $0 | 0.00% | 0 | -139 | -100.0% | -$4,098 | 清仓 |
| BLND | BLEND LABS INC A | $0 | 0.00% | 0 | -1,345 | -100.0% | -$4,089 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,086 | 清仓 |
| UNP | UNION PACIFIC CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$3,933 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -11 | -100.0% | -$3,882 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -104 | -100.0% | -$3,770 | 清仓 |
| SCHW | SCHWAB CHARLES CORP NEW | $0 | 0.00% | 0 | -37 | -100.0% | -$3,697 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -17 | -100.0% | -$3,485 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $0 | 0.00% | 0 | -41 | -100.0% | -$3,363 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$3,281 | 清仓 |
| CB | CHUBB LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$3,121 | 清仓 |
| RIO | RIO TINTO PLC SPONS ADR | $0 | 0.00% | 0 | -39 | -100.0% | -$3,121 | 清仓 |
| AWI | ARMSTRONG WORLD INDS NEW | $0 | 0.00% | 0 | -16 | -100.0% | -$3,058 | 清仓 |
| AER | AERCAP HOLDINGS N V | $0 | 0.00% | 0 | -21 | -100.0% | -$3,019 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -46 | -100.0% | -$3,009 | 清仓 |
| HOOD | ROBINHOOD MKTS INC A | $0 | 0.00% | 0 | -25 | -100.0% | -$2,828 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$2,800 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,621 | 清仓 |
| CBRE | CBRE GROUP INC CL A | $0 | 0.00% | 0 | -16 | -100.0% | -$2,573 | 清仓 |
| GSK | GSK PLC NEW | $0 | 0.00% | 0 | -52 | -100.0% | -$2,550 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -104 | -100.0% | -$2,522 | 清仓 |
| PGR | PROGRESSIVE CORP OH | $0 | 0.00% | 0 | -11 | -100.0% | -$2,505 | 清仓 |
| DDOG | DATADOG, INC. | $0 | 0.00% | 0 | -18 | -100.0% | -$2,448 | 清仓 |
| PYPL | PAYPAL HOLDINGS, INC. | $0 | 0.00% | 0 | -40 | -100.0% | -$2,335 | 清仓 |
| BP | BP PLC SPON ADR | $0 | 0.00% | 0 | -66 | -100.0% | -$2,292 | 清仓 |
| SONY | SONY GROUP CORP ADR NEW | $0 | 0.00% | 0 | -84 | -100.0% | -$2,151 | 清仓 |
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | -19 | -100.0% | -$2,097 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -51 | -100.0% | -$2,061 | 清仓 |
| CGXU | CAPITAL GROUP INTRTNL FOC EQY ETF | $0 | 0.00% | 0 | -69 | -100.0% | -$2,039 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC A | $0 | 0.00% | 0 | -100 | -100.0% | -$1,971 | 清仓 |
| ALSN | ALLISON TRANSMISSION HOLDINGS | $0 | 0.00% | 0 | -20 | -100.0% | -$1,958 | 清仓 |
| RYAAY | RYANAIR HLDG PLC ADR NEW | $0 | 0.00% | 0 | -27 | -100.0% | -$1,949 | 清仓 |
| SU | SUNCOR ENERGY INC NEW | $0 | 0.00% | 0 | -42 | -100.0% | -$1,863 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,862 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,855 | 清仓 |
| USCB | USCB FINANCIAL HOLDINGS CL A INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,842 | 清仓 |
| DUK | DUKE ENERGY CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,758 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,748 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -23 | -100.0% | -$1,693 | 清仓 |
| CI | CIGNA CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,651 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,599 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -99 | -100.0% | -$1,570 | 清仓 |
| AJG | ARTHUR J GALLAGHER | $0 | 0.00% | 0 | -6 | -100.0% | -$1,553 | 清仓 |
| MAR | MARRIOTT INTL INC NEW A | $0 | 0.00% | 0 | -5 | -100.0% | -$1,551 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,532 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$1,505 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,455 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV | $0 | 0.00% | 0 | -22 | -100.0% | -$1,409 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -15 | -100.0% | -$1,404 | 清仓 |
| KKR | KKR & CO, INC. COM | $0 | 0.00% | 0 | -11 | -100.0% | -$1,402 | 清仓 |
| IBN | ICICI BANK LTD ADR | $0 | 0.00% | 0 | -46 | -100.0% | -$1,371 | 清仓 |
| ORLY | O REILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,368 | 清仓 |
| INTU | INTUIT INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,325 | 清仓 |
| VEU | VNGRD FTSE ALL WORLD ETF | $0 | 0.00% | 0 | -18 | -100.0% | -$1,324 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,296 | 清仓 |
| ZTS | ZOETIS, INC. | $0 | 0.00% | 0 | -10 | -100.0% | -$1,258 | 清仓 |
| DKNG | DRAFTKINGS INC NEW A | $0 | 0.00% | 0 | -35 | -100.0% | -$1,206 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,155 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -29 | -100.0% | -$1,135 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,105 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,067 | 清仓 |
| ITW | ILLINOIS TOOL WORKS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$985 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -4 | -100.0% | -$972 | 清仓 |
| CCEP | COCA-COLA EUROPAC PRTNRS | $0 | 0.00% | 0 | -10 | -100.0% | -$907 | 清仓 |
| — | DIMENSIONAL INTRNL VCTR EQT ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$651 | 清仓 |
| — | DIMENSIONAL US VECTOR EQUITY ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$538 | 清仓 |
| BRBR | BELLRING BRANDS INC NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$267 | 清仓 |