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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,049.89万 | 8.71% | 16,073 | 6,610 | 69.9% | $431.76万 | 加仓 |
| AGG | ISHARES TR | $593.06万 | 4.92% | 59,742 | 30,107 | 101.6% | $298.87万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $534.48万 | 4.43% | 155,328 | 4,574 | 3.0% | $15.74万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $503.79万 | 4.18% | 107,008 | 69,498 | 185.3% | $327.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $493.41万 | 4.09% | 35,672 | 30 | 0.1% | $4,150 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $413.62万 | 3.43% | 48,752 | 26,793 | 122.0% | $227.31万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $407.81万 | 3.38% | 133,710 | 3,485 | 2.7% | $10.63万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $316.33万 | 2.62% | 78,709 | -3,480 | -4.2% | -$13.99万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $316.31万 | 2.62% | 88,108 | 5,354 | 6.5% | $19.22万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $311.62万 | 2.58% | 91,734 | -3,274 | -3.4% | -$11.12万 | 减仓 |
| LEN | LENNAR CORP | $303.07万 | 2.51% | 34,900 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $297.77万 | 2.47% | 76,627 | 7,302 | 10.5% | $28.38万 | 加仓 |
| MGK | VANGUARD WORLD FD | $281.72万 | 2.34% | 7,667 | 1,102 | 16.8% | $40.49万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $278.03万 | 2.31% | 36,709 | 21,928 | 148.4% | $166.08万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $271.78万 | 2.25% | 23,193 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $263.76万 | 2.19% | 62,003 | 14,569 | 30.7% | $61.98万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $260.05万 | 2.16% | 99,030 | -1,681 | -1.7% | -$4.41万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $252.96万 | 2.10% | 35,673 | 4,251 | 13.5% | $30.14万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $250.14万 | 2.07% | 29,595 | 14,764 | 99.5% | $124.79万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $248.28万 | 2.06% | 64,624 | -2,767 | -4.1% | -$10.63万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $237.01万 | 1.97% | 71,025 | -4,078 | -5.4% | -$13.61万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $224.10万 | 1.86% | 31,233 | 16,707 | 115.0% | $119.87万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $201.42万 | 1.67% | 73,970 | 4,997 | 7.2% | $13.61万 | 加仓 |
| MGV | VANGUARD WORLD FD | $197.31万 | 1.64% | 13,612 | 1,081 | 8.6% | $15.67万 | 加仓 |
| SGOV | ISHARES TR | $189.97万 | 1.58% | 18,872 | 305 | 1.6% | $3.07万 | 加仓 |
| AAPL | APPLE INC | $164.00万 | 1.36% | 6,462 | 218 | 3.5% | $5.53万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $149.40万 | 1.24% | 66,877 | 1,277 | 1.9% | $2.85万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $147.89万 | 1.23% | 50,370 | -911 | -1.8% | -$2.67万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $135.92万 | 1.13% | 18,588 | 1,236 | 7.1% | $9.04万 | 加仓 |
| MINT | PIMCO ETF TR | $130.32万 | 1.08% | 12,958 | 24 | 0.2% | $2,414 | 加仓 |
| AMP | AMERIPRISE FINL INC | $114.66万 | 0.95% | 2,580 | 2,580 | — | $114.66万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $107.11万 | 0.89% | 3,584 | 3,584 | — | $107.11万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $101.84万 | 0.84% | 32,260 | 484 | 1.5% | $1.53万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $99.14万 | 0.82% | 20,632 | -1,714 | -7.7% | -$8.24万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $97.81万 | 0.81% | 18,835 | 11,948 | 173.5% | $62.05万 | 加仓 |
| MSFT | MICROSOFT CORP | $88.43万 | 0.73% | 2,389 | 32 | 1.4% | $1.18万 | 加仓 |
| SHY | ISHARES TR | $83.28万 | 0.69% | 10,086 | 77 | 0.8% | $6,358 | 加仓 |
| LLY | ELI LILLY & CO | $83.24万 | 0.69% | 905 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $79.55万 | 0.66% | 15,289 | 3,494 | 29.6% | $18.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $79.00万 | 0.66% | 1,322 | -64 | -4.6% | -$3.82万 | 减仓 |
| DGRO | ISHARES TR | $78.73万 | 0.65% | 11,219 | 1,215 | 12.1% | $8.53万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $75.25万 | 0.62% | 17,832 | 17,832 | — | $75.25万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $74.21万 | 0.62% | 1,699 | -187 | -9.9% | -$8.17万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $71.30万 | 0.59% | 23,241 | 1,353 | 6.2% | $4.15万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $69.28万 | 0.57% | 3,189 | -272 | -7.9% | -$5.91万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $67.84万 | 0.56% | 4,580 | 269 | 6.2% | $3.98万 | 加仓 |
| IGIB | ISHARES TR | $63.09万 | 0.52% | 11,854 | 1,023 | 9.4% | $5.44万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $61.72万 | 0.51% | 3,349 | -174 | -4.9% | -$3.21万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $59.99万 | 0.50% | 12,516 | 2,038 | 19.5% | $9.77万 | 加仓 |
| WMT | WALMART INC | $58.72万 | 0.49% | 4,725 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $55.34万 | 0.46% | 1,929 | -1 | -0.1% | -$287 | 减仓 |
| MRP | MILLROSE PPTYS INC | $55.22万 | 0.46% | 19,722 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $53.12万 | 0.44% | 2,064 | -29 | -1.4% | -$7,463 | 减仓 |
| ILCG | ISHARES TR | $48.97万 | 0.41% | 5,129 | 5,129 | — | $48.97万 | 新建仓 |
| IDEV | ISHARES TR | $48.28万 | 0.40% | 5,777 | 678 | 13.3% | $5.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $45.56万 | 0.38% | 7,295 | -828 | -10.2% | -$5.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.32万 | 0.37% | 1,312 | 26 | 2.0% | $8,784 | 加仓 |
| GOVT | ISHARES TR | $44.28万 | 0.37% | 19,326 | 4,670 | 31.9% | $10.70万 | 加仓 |
| MTUM | ISHARES TR | $41.30万 | 0.34% | 1,721 | 242 | 16.4% | $5.81万 | 加仓 |
| SHYG | ISHARES TR | $39.91万 | 0.33% | 9,433 | 585 | 6.6% | $2.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $38.07万 | 0.32% | 2,183 | 532 | 32.2% | $9.28万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $35.98万 | 0.30% | 3,319 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $33.98万 | 0.28% | 1,651 | -45 | -2.7% | -$9,261 | 减仓 |
| USIG | ISHARES TR | $32.97万 | 0.27% | 6,435 | 1,435 | 28.7% | $7.35万 | 加仓 |
| GOOGL | ALPHABET INC | $32.95万 | 0.27% | 1,146 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $32.37万 | 0.27% | 1,071 | -13 | -1.2% | -$3,929 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $30.90万 | 0.26% | 6,581 | 1,521 | 30.1% | $7.14万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $29.86万 | 0.25% | 4,869 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $29.04万 | 0.24% | 2,990 | 25 | 0.8% | $2,428 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $27.62万 | 0.23% | 5,653 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $27.17万 | 0.23% | 5,882 | 1,955 | 49.8% | $9.03万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $26.71万 | 0.22% | 987 | -317 | -24.3% | -$8.58万 | 减仓 |
| AMZN | AMAZON COM INC | $26.60万 | 0.22% | 1,277 | -5 | -0.4% | -$1,041 | 减仓 |
| SHV | ISHARES TR | $25.82万 | 0.21% | 2,339 | 271 | 13.1% | $2.99万 | 加仓 |
| META | META PLATFORMS INC | $25.75万 | 0.21% | 450 | 79 | 21.3% | $4.52万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $24.41万 | 0.20% | 4,887 | -1,524 | -23.8% | -$7.61万 | 减仓 |
| IEMG | ISHARES INC | $23.22万 | 0.19% | 3,329 | 668 | 25.1% | $4.66万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $21.13万 | 0.18% | 3,631 | -257 | -6.6% | -$1.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $20.23万 | 0.17% | 203 | 0 | 0.0% | — | 不变 |
| 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 |