Merited Wealth, LLC 13F 持仓 · 2026年Q2
Merited Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.41 亿美元。前几大持仓：IVV（17.49%）、AGG（7.58%）、JCPB（6.39%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.7M | 17.49% | 33,023 | 增持 |
| 2 | AGG | ISHARES TR | $10.7M | 7.58% | 108,259 | 增持 |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $9.0M | 6.39% | 192,594 | 增持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $8.1M | 5.71% | 90,452 | 增持 |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | $6.5M | 4.60% | 78,836 | 增持 |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.4M | 4.50% | 64,580 | 增持 |
| 7 | JAVA | J P MORGAN EXCHANGE TRADED F | $4.7M | 3.33% | 59,352 | 增持 |
| 8 | BKAG | BNY MELLON ETF TRUST | $3.4M | 2.44% | 82,171 | 增持 |
| 9 | IUSB | ISHARES TR | $3.4M | 2.37% | 72,653 | 增持 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $3.3M | 2.36% | 75,138 | 减持 |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $3.3M | 2.34% | 89,930 | 减持 |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.3M | 2.30% | 66,010 | 增持 |
| 13 | MGK | VANGUARD WORLD FD | $3.2M | 2.23% | 35,935 | 增持 |
| 14 | LEN | LENNAR CORP | $3.1M | 2.22% | 34,710 | 减持 |
| 15 | BBUS | J P MORGAN EXCHANGE TRADED F | $3.1M | 2.18% | 22,936 | 减持 |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $2.9M | 2.03% | 35,073 | 减持 |
| 17 | MGV | VANGUARD WORLD FD | $2.1M | 1.48% | 12,823 | 减持 |
| 18 | BINC | BLACKROCK ETF TRUST II | $2.0M | 1.42% | 38,358 | 增持 |
| 19 | CGBL | CAPITAL GROUP CORE BALANCED | $2.0M | 1.41% | 52,703 | 减持 |
| 20 | VT | VANGUARD INTL EQUITY INDEX F | $1.9M | 1.36% | 12,237 | 减持 |
| 21 | AAPL | APPLE INC | $1.9M | 1.32% | 6,454 | 减持 |
| 22 | CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.6M | 1.15% | 46,219 | 减持 |
| 23 | MU | MICRON TECHNOLOGY INC | $1.5M | 1.08% | 1,322 | 增持 |
| 24 | BBIN | J P MORGAN EXCHANGE TRADED F | $1.5M | 1.04% | 18,831 | 增持 |
| 25 | JEMA | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.98% | 21,626 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR