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Merited Wealth, LLC

SEC CIK
0002123943
最新申報
2026/8/14

2026 年第 1 季持倉

持倉截至 2026/3/31,2026/4/24 申報。只含多頭部位,變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
79
較 2025 年第 4 季 −218
總值
$1.21 億
較 2025 年第 4 季 +$1,275 萬 (+11.8%)
申報日
2026/4/24
SEC
Merited Wealth, LLC 在 2026 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Core S&P 500 ETF464287200ETF16,073$1,050 萬8.7%+6,610+69.9%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF59,742$593.1 萬4.9%+30,107+101.6%加碼–
Capital Group Core Balanced14021D107SHS155,328$534.5 萬4.4%+4,574+3.0%加碼–
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF107,008$503.8 萬4.2%+69,498+185.3%加碼–
Vanguard Total World Stock ETF922042742ETF35,672$493.4 萬4.1%+30+0.1%加碼–
American Centy ETF Tr025072703INTL EQT ETF48,752$413.6 萬3.4%+26,793+122.0%加碼–
Capital Group Global Equity14020R107SHS133,710$407.8 萬3.4%+3,485+2.7%加碼–
Capital Group Growth ETF14020G101SHS CREAT UNIT78,709$316.3 萬2.6%−3,480−4.2%減碼–
Capital Group Dividend Growe14021L109SHS ETF88,108$316.3 萬2.6%+5,354+6.5%加碼–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF91,734$311.6 萬2.6%−3,274−3.4%減碼–
LENLennar CorpCL A34,900$303.1 萬2.5%00.0%不變歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF76,627$297.8 萬2.5%+7,302+10.5%加碼–
Vanguard World FD921910816MEGA GRWTH IND7,667$281.7 萬2.3%+1,102+16.8%加碼–
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT36,709$278.0 萬2.3%+21,928+148.4%加碼–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US23,193$271.8 萬2.3%00.0%不變–
Capital Group Dividend Value14020W106SHS CREAT UNIT62,003$263.8 萬2.2%+14,569+30.7%加碼–
Capital Grp Fixed Incm ETF T14020Y508CORE BOND ETF99,030$260.1 萬2.2%−1,681−1.7%減碼–
Dimensional ETF Trust25434V401US EQUI MARK ETF35,673$253.0 萬2.1%+4,251+13.5%加碼–
J P Morgan Exchange Traded F46654Q609ACTIVE GROWTH29,595$250.1 萬2.1%+14,764+99.5%加碼–
Capital Group Core Equity Et14020V108SHS CREAT UNIT64,624$248.3 萬2.1%−2,767−4.1%減碼–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT71,025$237.0 萬2.0%−4,078−5.4%減碼–
J P Morgan Exchange Traded F46641Q167ACTIVE VALUE ETF31,233$224.1 萬1.9%+16,707+115.0%加碼–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR73,970$201.4 萬1.7%+4,997+7.2%加碼–
Vanguard World FD921910840MEGA CAP VAL ETF13,612$197.3 萬1.6%+1,081+8.6%加碼–
iShares Tr46436E7180-3 MTH TREASURY18,872$190.0 萬1.6%+305+1.6%加碼–
AAPLApple Inc.Stock6,462$164.0 萬1.4%+218+3.5%加碼歷史
Capital Grp Fixed Incm ETF T14020Y102CORE PLUS INCM66,877$149.4 萬1.2%+1,277+1.9%加碼–
Capital Group Equity ETF Tr14022A102US SM MI CA ETF50,370$147.9 萬1.2%−911−1.8%減碼–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I18,588$135.9 萬1.1%+1,236+7.1%加碼–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF12,958$130.3 萬1.1%+24+0.2%加碼–
AMPAmeriprise Financial IncCOM2,580$114.7 萬1.0%+2,580新進歷史
Vanguard Morningstar Large-Cap ETF922908637ETF3,584$107.1 萬0.9%+3,584新進–
Capital Group New Geography14021N105SHS32,260$101.8 萬0.8%+484+1.5%加碼–
Vanguard Total International Bond ETF92203J407ETF20,632$99.1 萬0.8%−1,714−7.7%減碼–
iShares Flexible Income Active ETF092528603ETF18,835$97.8 萬0.8%+11,948+173.5%加碼–
MSFTMicrosoft CorpStock2,389$88.4 萬0.7%+32+1.4%加碼歷史
iShares Tr4642874571 3 YR TREAS BD10,086$83.3 萬0.7%+77+0.8%加碼–
LLYEli Lilly & CoStock905$83.2 萬0.7%00.0%不變歷史
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER15,289$79.5 萬0.7%+3,494+29.6%加碼–
Vanguard S&P 500 ETF922908363ETF1,322$79.0 萬0.7%−64−4.6%減碼–
iShares Core Dividend Growth ETF46434V621ETF11,219$78.7 萬0.7%+1,215+12.1%加碼–
BNY Mellon ETF Trust09661T602CORE BOND ETF17,832$75.3 萬0.6%+17,832新進–
Vanguard Morningstar Growth ETF922908736ETF1,699$74.2 萬0.6%−187−9.9%減碼–
Schwab US Dividend Equity ETF808524797ETF23,241$71.3 萬0.6%+1,353+6.2%加碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF3,189$69.3 萬0.6%−272−7.9%減碼–
Vanguard High Dividend Yield Index ETF921946406ETF4,580$67.8 萬0.6%+269+6.2%加碼–
iShares Tr464288638ISHS 5-10YR INVT11,854$63.1 萬0.5%+1,023+9.4%加碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF3,349$61.7 萬0.5%−174−4.9%減碼–
Dimensional ETF Trust25434V849NATL MUN BD ETF12,516$60.0 萬0.5%+2,038+19.5%加碼–
WMTWalmart Inc.Stock4,725$58.7 萬0.5%00.0%不變歷史
GOOGAlphabet Inc.Stock1,929$55.3 萬0.5%−1−0.1%減碼歷史
MRPMillrose Properties, Inc.COM CL A19,722$55.2 萬0.5%00.0%不變歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,064$53.1 萬0.4%−29−1.4%減碼–
iShares Tr464287119MORNINGSTAR GRWT5,129$49.0 萬0.4%+5,129新進–
iShares Tr46435G326CORE MSCI INTL5,777$48.3 萬0.4%+678+13.3%加碼–
Dimensional U.S. Targeted Value ETF25434V609ETF7,295$45.6 萬0.4%−828−10.2%減碼–
MUMicron Technology IncStock1,312$44.3 萬0.4%+26+2.0%加碼歷史
iShares U.S. Treasury Bond ETF46429B267ETF19,326$44.3 萬0.4%+4,670+31.9%加碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,721$41.3 萬0.3%+242+16.4%加碼–
iShares Tr46434V4070-5YR HI YL CP9,433$39.9 萬0.3%+585+6.6%加碼–
NVDANVIDIA CorpStock2,183$38.1 萬0.3%+532+32.2%加碼歷史
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US3,319$36.0 萬0.3%00.0%不變–
Vanguard Index FDS922908652EXTEND MKT ETF1,651$34.0 萬0.3%−45−2.7%減碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF6,435$33.0 萬0.3%+1,435+28.7%加碼–
GOOGLAlphabet Inc.Stock1,146$33.0 萬0.3%00.0%不變歷史
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,071$32.4 萬0.3%−13−1.2%減碼–
Vanguard Mortgage-Backed Securities ETF92206C771ETF6,581$30.9 萬0.3%+1,521+30.1%加碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR4,869$29.9 萬0.2%00.0%不變–
iShares MSCI Eafe ETF464287465ETF2,990$29.0 萬0.2%+25+0.8%加碼–
J P Morgan Exchange Traded F46641Q753US VALUE FACTR5,653$27.6 萬0.2%00.0%不變–
iShares Tr46434V613CORE UNIVRSL USD5,882$27.2 萬0.2%+1,955+49.8%加碼–
UNHUnitedHealth Group IncStock987$26.7 萬0.2%−317−24.3%減碼歷史
AMZNAmazon Com IncStock1,277$26.6 萬0.2%−5−0.4%減碼歷史
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF2,339$25.8 萬0.2%+271+13.1%加碼–
METAMeta Platforms, Inc.Stock450$25.7 萬0.2%+79+21.3%加碼歷史
Vanguard Malvern FDS922020805STRM INFPROIDX4,887$24.4 萬0.2%−1,524−23.8%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF3,329$23.2 萬0.2%+668+25.1%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT3,631$21.1 萬0.2%−257−6.6%減碼–
COSTCostco Wholesale CorpStock203$20.2 萬0.2%00.0%不變歷史

2025 年第 4 季之後清倉(222 檔)

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 222 檔。

Merited Wealth, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION29,443$76.6 萬0.7%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS11,377$66.8 萬0.6%–
JPMJPMorgan Chase & CoStock590$19.0 萬0.2%歷史
BROBrown & Brown, Inc.Stock2,377$18.9 萬0.2%歷史
Capital Group Conservative E14020U100SHS5,866$17.9 萬0.2%–
iShares Tr464287515EXPANDED TECH1,595$16.9 萬0.2%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF1,826$16.3 萬0.2%–
HEI.AHeico CorpCL A625$15.8 萬0.1%歷史
iShares Tr4642886613 7 YR TREAS BD1,289$15.4 萬0.1%–
VVisa Inc.Stock437$15.3 萬0.1%歷史
BXBlackstone Inc.COM934$14.4 萬0.1%歷史
IMKTAIngles Markets IncCL A2,000$13.7 萬0.1%歷史
ORCLOracle CorpStock596$11.6 萬0.1%歷史
HDHome Depot, Inc.Stock320$11.0 萬0.1%歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF3,165$10.7 萬0.1%–
JNJJohnson & JohnsonStock504$10.4 萬0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF1,051$10.2 萬0.1%–
iShares Tr46428865310-20 YR TRS ETF943$9.59 萬0.1%–
ROPRoper Technologies IncStock210$9.35 萬0.1%歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF949$8.94 萬0.1%–
ADSKAutodesk, Inc.COM300$8.88 萬0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR283$8.60 萬0.1%歷史
SOSouthern CoStock969$8.45 萬0.1%歷史
SPYSPDR S&P 500 ETF TrustETF117$7.98 萬0.1%歷史
GSGoldman Sachs Group IncStock88$7.74 萬0.1%歷史
GEGeneral Electric CoStock239$7.36 萬0.1%歷史
SPGIS&P Global Inc.Stock134$7.00 萬0.1%歷史
KOCoca Cola CoStock973$6.80 萬0.1%歷史
iShares Tr464288646ISHS 1-5YR INVS1,260$6.66 萬0.1%–
ETNEaton Corp plcStock199$6.34 萬0.1%歷史
WCNWaste Connections, Inc.COM360$6.31 萬0.1%歷史
iShares Tr464288588MBS ETF663$6.31 萬0.1%–
AXPAmerican Express CoStock170$6.29 萬0.1%歷史
CMECME Group Inc.COM223$6.09 萬0.1%歷史
SHELShell plcADR810$5.95 萬0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN3,550$5.85 萬0.1%歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF596$5.77 萬0.1%–
BRK.BBerkshire Hathaway IncStock110$5.53 萬0.1%歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF498$5.49 萬0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF650$5.44 萬0.1%–
iShares S&P Mid-Cap 400 Value ETF464287705ETF412$5.42 萬0.1%–
SPDR Series Trust78464A664ST LON TREAS ETF2,047$5.42 萬0.1%–
PFEPfizer IncStock2,125$5.29 萬<0.1%歷史
MRKMerck & Co., Inc.Stock489$5.15 萬<0.1%歷史
XOMExxonMobil Holdings CorpCOM425$5.11 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW90$5.10 萬<0.1%歷史
NBISNebius Group N.V.Stock532$5.04 萬<0.1%歷史
BLKBlackRock, Inc.Stock47$5.03 萬<0.1%歷史
BSXBoston Scientific CorpStock523$4.99 萬<0.1%歷史
CARRCarrier Global CorpStock915$4.83 萬<0.1%歷史
EPDEnterprise Products Partners L.P.Stock1,508$4.83 萬<0.1%歷史
UPSUnited Parcel Service IncStock473$4.69 萬<0.1%歷史
Vanguard Industrials ETF92204A603ETF149$4.45 萬<0.1%–
CSCOCisco Systems, Inc.Stock570$4.39 萬<0.1%歷史
AMTAmerican Tower CorpREIT250$4.39 萬<0.1%歷史
TRVTravelers Companies, Inc.Stock149$4.32 萬<0.1%歷史
MAMastercard IncStock75$4.28 萬<0.1%歷史
AVGOBroadcom Inc.Stock123$4.26 萬<0.1%歷史
PCARPaccar IncCOM380$4.16 萬<0.1%歷史
NEENextera Energy IncStock500$4.01 萬<0.1%歷史
iShares Tr464289180MSCI EURO FL ETF1,075$3.99 萬<0.1%–
GDGeneral Dynamics CorpStock117$3.94 萬<0.1%歷史
MDLZMondelez International, Inc.Stock722$3.89 萬<0.1%歷史
DHRDanaher CorpStock163$3.73 萬<0.1%歷史
VIRTVirtu Financial, Inc.CL A1,100$3.67 萬<0.1%歷史
EMREmerson Electric CoStock270$3.58 萬<0.1%歷史
ACNAccenture plcStock127$3.41 萬<0.1%歷史
ADPAutomatic Data Processing IncStock130$3.34 萬<0.1%歷史
APHAmphenol CorpCL A243$3.28 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF43$3.24 萬<0.1%–
BKNGBooking Holdings Inc.Stock6$3.21 萬<0.1%歷史
COFCapital One Financial CorpStock131$3.17 萬<0.1%歷史
CVXChevron CorpStock205$3.12 萬<0.1%歷史
PGProcter & Gamble CoStock206$2.95 萬<0.1%歷史
MDTMedtronic plcStock305$2.93 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD545$2.91 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW444$2.90 萬<0.1%歷史
PMPhilip Morris International Inc.Stock180$2.89 萬<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock175$2.83 萬<0.1%歷史
AMEAmetek IncCOM137$2.81 萬<0.1%歷史
HEIHeico CorpCOM83$2.69 萬<0.1%歷史
Vanguard Dividend Appreciation ETF921908844ETF122$2.68 萬<0.1%–
NVONovo Nordisk A SADR501$2.55 萬<0.1%歷史
DISWalt Disney CoStock223$2.54 萬<0.1%歷史
NFLXNetflix IncStock270$2.53 萬<0.1%歷史
FERFerrovial N.V.ORD SHS386$2.49 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock111$2.38 萬<0.1%歷史
SPDR Series Trust78464A763ST STR SP DIV162$2.25 萬<0.1%–
ASTSAST SpaceMobile, Inc.COM CL A296$2.15 萬<0.1%歷史
CRMSalesforce, Inc.Stock80$2.12 萬<0.1%歷史
MCDMcDonalds CorpStock68$2.08 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock35$2.03 萬<0.1%歷史
GEVGE Vernova Inc.Stock31$2.03 萬<0.1%歷史
WMBWilliams Companies, Inc.COM330$1.98 萬<0.1%歷史
TSLATesla, Inc.Stock44$1.98 萬<0.1%歷史
MPCMarathon Petroleum CorpStock120$1.95 萬<0.1%歷史
CTSHCognizant Technology Solutions CorpCL A224$1.86 萬<0.1%歷史
Raytheon Technologies Com075513E10COM100$1.83 萬<0.1%–
iShares Tr464288273EAFE SML CP ETF233$1.81 萬<0.1%–
TMUST-Mobile US, Inc.Stock86$1.75 萬<0.1%歷史