MW

Merkkuri Wealth Advisors LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$1.5亿

申报季度: 2026-03-31 · 持股只数: 399

Merkkuri Wealth Advisors LLC在最新一期 13F 报告中披露了 399 项持股，申报期为 2026-03-31，总持股市值约为 US$1.5亿，季度换手率为 18.4%。

机构性格雪花图

集中度
12.2
持仓稳定性
18.36
动能／逆势
100
行业集中度
56.37
多样化
100
仓位均衡度
66.54

近期动向

  • 减仓 XLG

    -99.6%　-US$223.9万

  • 减仓 IEMG

    -88.7%　-US$134.9万

  • 减仓 INTC

    -99.7%　-US$126.2万

  • 减仓 EFV

    -40.5%　-US$77.6万

  • 减仓 ARCC

    -69.6%　-US$73.2万

  • 加仓 XLE

    +0.0%　US$80.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长11.23%-0.01%+7.68%
2FBNDFidelity Total Bond ETFETF-其他5.13%-0.31%-2.13%
3SCHDSchwab US Dvd Equity ETFETF-其他4.00%+0.32%-0.06%
4IUSGIshares Core S&p U.s. GrowthETF-其他3.94%-0.37%+1.74%
5IJHIshares Core S&p Midcap ETFETF-其他3.49%-0.01%+0.24%
6AGGIshares Core U.s. AggregateETF-其他3.42%-0.22%-2.70%
7JEPIJpmorgan Equity Premium IncoETF-其他3.37%—+0.52%
8IEFAIshares Core Msci Eafe ETFETF-其他3.02%—+0.03%
9RDVYFirst Trust Rising DividendETF-其他2.72%—+0.87%
10QQQInvesco Qqq Trust Series 1ETF-科技型2.59%-0.42%-6.14%
11JSIJh Securitized Income ETFETF-其他2.58%-0.17%-2.56%
12FTHIFthi/first Trust Exchange-trETF-其他2.27%-0.16%-1.17%
13SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.99%-0.26%-4.81%
14XLESs Energy Select SectorETF-其他1.96%+0.49%+0.04%
15IVEIshares S&p 500 Value ETFETF-大型股与成长1.78%-0.15%-4.64%
16PYLDPimco Multisector Bond ActvETF-其他1.71%—-2.01%
17IVWIshares S&p 500 Growth ETFETF-大型股与成长1.63%—+7.07%
18DYNFIshrs US E F R A Etf-usd INCETF-其他1.63%-0.46%-16.60%
19BAIIshrs Ai In And Tech Act ETFETF-科技型1.52%—+3.48%
20RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.51%—+0.46%
21IYJIshares U.s. Industrials ETFETF-其他1.41%—+2.42%
22ILDRFirst Trust Innovation LeadeETF-其他1.36%-0.14%+2.94%
23IAGGIshares Intl Aggregate BondETF-其他1.32%—-0.87%
24MCHMatthews China Active ETFETF-新兴市场1.24%-0.11%+1.28%
25NFTYFirst Trust India Nifty 50 EETF-其他1.21%-0.16%+2.60%
26GLDMSpdr Gold Minishares TrustETF-避险与商品1.09%-0.31%-25.94%
27CIBRFirst Trust Nasdaq CybersecuETF-科技型1.09%-0.13%+4.14%
28SCHZSchwab US Aggregate Bond ETFETF-其他1.06%—+4.09%
29COROIsh Intl Ctry Rot Act ETFETF-其他1.06%+1.06%NEW
30IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他1.00%—+0.03%
31XTENBondbloxx Bbg 10y US Tsy ETFETF-其他0.99%—+6.61%
32ACWXIshares Msci Acwi Ex US ETFETF-其他0.98%+0.98%NEW
33FPEIFirst Trust Institutional PrETF-其他0.97%—-1.56%
34AMZNAmazon.com INC股票-周期性消费0.89%-0.12%+0.40%
35EFVIshares Msci Eafe Value ETFETF-其他0.84%-0.55%-40.52%
36QUALIshares Msci USA Quality FacETF-其他0.81%—+2.63%
37IYHIshares U.s. Healthcare ETFETF-其他0.75%—+1.93%
38AVEMAvantis Emerging Markets EqETF-新兴市场0.75%+0.11%+15.03%
39THROIshares U.s. Thematic RotatiETF-其他0.72%—+6.14%
40SPMOInvesco S&p 500 Momentum ETFETF-大型股与成长0.71%—+4.02%
41IVVIshares Core S&p 500 ETFETF-大型股与成长0.69%—-1.85%
42VGTVanguard Info Tech ETFETF-科技型0.66%—+0.14%
43MBBIshares Mbs ETFETF-其他0.63%—+1.22%
44AVUVAvantis US Small Cap ValueETF-中小型股0.59%—+0.28%
45GOVTIshares US Treasury Bond ETFETF-政府公债0.56%+0.56%NEW
46IWYIshares Russell Top 200 GrowETF-其他0.56%—+0.06%
47BLCRIshares Lrg Cp Cr Act Etf-uiETF-其他0.55%+0.55%NEW
48XOMExxon Mobil CORP股票-能源0.55%+0.15%+0.10%
49SHLDGlobal X Defense Tech ETFETF-科技型0.54%+0.21%+52.10%
50AAPLApple INC股票-科技0.46%—+0.04%
1–50 of 399

本季持股变动

Merkkuri Wealth Advisors LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Ishares Msci Acwi Ex US ETF (ACWX); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Invesco Aerospace & Defense (PPA).

Merkkuri Wealth Advisors LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1XLESs Energy Select Sector+0.5%+0.04%加仓
2SCHDSchwab US Dvd Equity ETF+0.3%-0.06%减仓
3SHLDGlobal X Defense Tech ETF+0.2%+52.10%加仓
4XOMExxon Mobil CORP+0.2%+0.10%加仓
5AVEMAvantis Emerging Markets Eq+0.1%+15.03%加仓
6SPYMSte Str Spdr Pt S&p 500 ETF0%+7.68%加仓
7IJHIshares Core S&p Midcap ETF0%+0.24%加仓
8IBITIshares Bitcoin Trust ETF-0.1%+0.62%加仓
9MSFTMicrosoft CORP-0.1%+4.95%加仓
10MCHMatthews China Active ETF-0.1%+1.28%加仓
11BINCIshares Flex I A Etf-usd INC-0.1%-22.86%减仓
12AMZNAmazon.com INC-0.1%+0.40%加仓
13CIBRFirst Trust Nasdaq Cybersecu-0.1%+4.14%加仓
14ILDRFirst Trust Innovation Leade-0.1%+2.94%加仓
15IVEIshares S&p 500 Value ETF-0.2%-4.64%减仓
16NFTYFirst Trust India Nifty 50 E-0.2%+2.60%加仓
17FTHIFthi/first Trust Exchange-tr-0.2%-1.17%减仓
18JSIJh Securitized Income ETF-0.2%-2.56%减仓
19AGGIshares Core U.s. Aggregate-0.2%-2.70%减仓
20SPYSs Spdr S&p 500 ETF Trust-us-0.3%-4.81%减仓
21GLDMSpdr Gold Minishares Trust-0.3%-25.94%减仓
22FBNDFidelity Total Bond ETF-0.3%-2.13%减仓
23IUSGIshares Core S&p U.s. Growth-0.4%+1.74%加仓
24QQQInvesco Qqq Trust Series 1-0.4%-6.14%减仓
25DYNFIshrs US E F R A Etf-usd INC-0.5%-16.60%减仓
26ARCCAres Capital CORP-0.5%-69.57%减仓
27EFVIshares Msci Eafe Value ETF-0.6%-40.52%减仓
28INTCIntel CORP-0.9%-99.66%减仓
29IEMGIshares Core Msci Emerging-0.9%-88.65%减仓
30XLGInvesco S&p 500 Top 50 ETF-1.5%-99.61%减仓
31COROIsh Intl Ctry Rot Act ETF—NEW新建仓
32ACWXIshares Msci Acwi Ex US ETF—NEW新建仓
33GOVTIshares US Treasury Bond ETF—NEW新建仓
34BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
35PPAInvesco Aerospace & Defense—NEW新建仓
36EFAIshares Msci Eafe ETF—NEW新建仓
37SPUSSp Funds S&p Sharia Indu Exc—NEW新建仓
38FSIGFt LTD Duration Inv Grade—NEW新建仓
39FELGFidelity Enh Lrg Cap Gwth—NEW新建仓
40MGKVanguard Mega Cap Growth ETF—NEW新建仓
41FNCLFidelity Msci Financial Indx—NEW新建仓
42VUGVanguard Growth ETF—NEW新建仓
43EFGIshares Msci Eafe Growth ETF—NEW新建仓
44SJBProshares Short High Yield—NEW新建仓
45LLYEli Lilly & Co—NEW新建仓
46LMUBIshares Lt National Muni Bd—NEW新建仓
47VVisa Inc-class A Shares—NEW新建仓
48LVHIFranklin International Low V—NEW新建仓
49PDBCInvesco Optimum Yield Divers—NEW新建仓
50METAMeta Platforms Inc-class A—NEW新建仓

FAQ

Merkkuri Wealth Advisors LLC 是什么机构？属于哪种投资人类型？
Merkkuri Wealth Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 399 个已申报仓位之中。
Merkkuri Wealth Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Merkkuri Wealth Advisors LLC 按市值排列的前几大持股为： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$1697.0万 (11.2%) 2. Fidelity Total Bond ETF (FBND) — US$774.7万 (5.1%) 3. Schwab US Dvd Equity ETF (SCHD) — US$604.3万 (4.0%) 4. Ishares Core S&p U.s. Growth (IUSG) — US$594.7万 (3.9%) 5. Ishares Core S&p Midcap ETF (IJH) — US$526.8万 (3.5%)
Merkkuri Wealth Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Merkkuri Wealth Advisors LLC 共进行了 50 项显著调整：新建仓 20 个仓位、加仓 14 个既有持股、减仓 16 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Ishares Msci Acwi Ex US ETF (ACWX); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Invesco Aerospace & Defense (PPA)
Merkkuri Wealth Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Merkkuri Wealth Advisors LLC 的主要板块分布如下： • Consumer Discretionary: 25.0% • Information Technology: 24.9% • Communication Services: 19.4% • Energy: 13.1% • Financials: 5.7% • Consumer Staples: 5.5%