Merit Financial Group, LLC
- SEC CIK
- 0001621225
- 最新申報
- 2026/7/20
2021 年第 1 季持倉
持倉截至 2021/3/31,2021/5/18 申報。只含多頭部位。
- 持股檔數
- 234
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9.56 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始,這一季沒有前一季可以比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,049,384 | $2.70 億 | 28.2% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 648,859 | $1.16 億 | 12.1% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 848,401 | $1.02 億 | 10.6% | – | – | – |
| iShares Inc464286319 | EM MKTS DIV ETF | 2,578,299 | $1.01 億 | 10.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 453,592 | $3,138 萬 | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 121,087 | $1,479 萬 | 1.5% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 189,151 | $1,381 萬 | 1.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,117 | $1,357 萬 | 1.4% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 417,837 | $1,038 萬 | 1.1% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 55,184 | $748.6 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,394 | $740.7 萬 | 0.8% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 130,338 | $735.1 萬 | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 62,029 | $673.2 萬 | 0.7% | – | – | – |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 51,683 | $641.8 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 30,568 | $631.8 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 33,633 | $552.8 萬 | 0.6% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,799 | $507.3 萬 | 0.5% | – | – | 歷史 |
| EIMEaton Vance Municipal Bond Fund | COM | 373,733 | $497.1 萬 | 0.5% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 54,721 | $485.6 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 19,331 | $455.8 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 36,225 | $441.2 萬 | 0.5% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 94,320 | $418.4 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,738 | $406.5 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 18,383 | $406.2 萬 | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,888 | $357.4 萬 | 0.4% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 37,547 | $352.9 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 11,516 | $351.5 萬 | 0.4% | – | – | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 78,680 | $347.2 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 109,281 | $330.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,991 | $328.5 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 21,256 | $323.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 63,446 | $306.3 萬 | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 59,743 | $305.6 萬 | 0.3% | – | – | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 54,121 | $302.2 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 40,645 | $292.8 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 68,026 | $287.5 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 19,625 | $277.6 萬 | 0.3% | – | – | 歷史 |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 42,935 | $274.4 萬 | 0.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 15,161 | $268.2 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 8,763 | $258.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 107,964 | $251.1 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,654 | $246.6 萬 | 0.3% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 41,327 | $241.9 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,299 | $241.1 萬 | 0.3% | – | – | – |
| PDIPIMCO Dynamic Income Fund | SHS | 83,032 | $233.7 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,460 | $231.1 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 40,171 | $229.7 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,222 | $226.7 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,094 | $226.3 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 28,140 | $217.4 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 36,013 | $209.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 24,235 | $200.7 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 20,731 | $200.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 30,001 | $193.1 萬 | 0.2% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 18,533 | $182.8 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,151 | $182.7 萬 | 0.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,712 | $176.7 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347R248 | LARGE CAP CRE | 19,188 | $175.1 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 7,439 | $166.5 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 4,610 | $164.1 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 62,180 | $156.1 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 7,351 | $155.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,883 | $153.9 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 6,022 | $153.4 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 11,312 | $153.2 萬 | 0.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,574 | $149.6 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 7,824 | $147.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,683 | $147.9 萬 | 0.2% | – | – | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 112,750 | $144.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 14,909 | $141.5 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 12,964 | $140.3 萬 | 0.1% | – | – | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 37,569 | $137.6 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,150 | $134.3 萬 | 0.1% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 106,304 | $134.3 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,023 | $132.8 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,380 | $129.5 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 6,894 | $127.2 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,677 | $125.6 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 22,086 | $123.3 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,067 | $123.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,481 | $122.2 萬 | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 7,065 | $120.1 萬 | 0.1% | – | – | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 23,515 | $117.2 萬 | 0.1% | – | – | – |
| Principal Exchange-Traded FD74255Y409 | HELTHCARE INDX | 20,240 | $117.1 萬 | 0.1% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 47,769 | $116.1 萬 | 0.1% | – | – | – |
| SOSouthern Co | Stock | 18,282 | $113.6 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 9,395 | $112.6 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 17,323 | $110.9 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 14,036 | $110.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,038 | $108.9 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 16,632 | $105.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,994 | $104.4 萬 | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 5,637 | $102.3 萬 | 0.1% | – | – | 歷史 |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 58,765 | $102.1 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,580 | $95.3 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 26,243 | $95.1 萬 | 0.1% | – | – | 歷史 |
| PSAPublic Storage | COM | 3,738 | $92.2 萬 | 0.1% | – | – | 歷史 |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 25,152 | $91.3 萬 | 0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,759 | $89.4 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 16,429 | $88.9 萬 | 0.1% | – | – | 歷史 |