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Meridian Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Meridian Wealth Advisors, LLC

No.3013 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.80亿
环比变动 Q1 2026
+$1.24亿+16.3%
持仓股票数
211
新买入
25
加仓
110
减仓
38
清仓
16
持股不变
38
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
10.76%10.55%$9,465.3万12.6万股$7,981.1万12.2万股+4,208股+3.44%加仓
IiShares黄金信托IAU
5.5%6.82%$4,843.2万64.1万股$5,157.8万58.5万股+5.6万股+9.63%加仓
埃克森美孚XOM
5.01%7.23%$4,408.1万32.2万股$5,466.0万32.2万股+249股+0.08%加仓
V先锋领航·MIDVO
3.2%2.98%$2,819.5万35.0万股$2,255.9万7.9万股+27.1万股+345.50%加仓
苹果AAPL
3.09%3.14%$2,720.1万9.4万股$2,372.4万9.3万股+526股+0.56%加仓
IiShares安硕信托USMV
2.8%2.9%$2,459.9万25.5万股$2,195.9万23.7万股+1.8万股+7.70%加仓
SSPDR标普500 ETFSPY
2.71%2.7%$2,388.7万3.2万股$2,039.4万3.1万股+628股+2.00%加仓
C资本集团股息价值CCBG
2.67%0.05%$2,348.2万47.7万股$35.6万8,370股+46.8万股+5,592.99%加仓
微软MSFT
2.5%2.8%$2,198.6万5.9万股$2,115.0万5.7万股+1,806股+3.16%加仓
谷歌AGOOGL
2.12%1.98%$1,863.0万5.2万股$1,501.4万5.2万股-82股-0.16%减仓
V先锋领航·FTSEVEA
2.1%1.84%$1,849.7万26.0万股$1,395.1万21.8万股+4.2万股+19.25%加仓
V先锋领航指数基金VOO
2.02%2.12%$1,779.6万2.6万股$1,599.8万2.7万股-862股-3.22%减仓
摩根大通JPM
2%2.03%$1,760.4万5.4万股$1,532.0万5.2万股+1,701股+3.27%加仓
英伟达NVDA
1.99%1.95%$1,749.7万8.7万股$1,471.7万8.4万股+3,058股+3.62%加仓
IiShares安硕·S&P 100 ETFIWO
1.86%1.96%$1,634.5万4.5万股$1,481.4万4.7万股-1,900股-4.08%减仓
AVANTIS INTLNGG
1.85%1.83%$1,625.1万18.2万股$1,381.3万16.3万股+1.9万股+11.90%加仓
AMD超威AMD
1.78%0.71%$1,566.6万2.7万股$538.5万2.6万股+495股+1.87%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.68%1.75%$1,479.3万6.3万股$1,323.1万6.2万股+997股+1.62%加仓
亚马逊AMZN
1.58%1.53%$1,392.2万5.8万股$1,153.9万5.5万股+3,011股+5.43%加仓
AATLAS ENERGY SOLUTIONSAESI
1.49%1.65%$1,311.0万78.9万股$1,251.6万95.4万股-16.5万股-17.26%减仓
PPACER FDS TR TRENDP US LAR CPPTLC
1.35%1.41%$1,188.2万20.4万股$1,069.9万20.4万股00.00%持仓不变
伊顿ETN
1.24%1.19%$1,090.4万2.6万股$897.0万2.5万股+509股+2.03%加仓
好市多COST
1.13%1.37%$990.2万1.1万股$1,032.4万1.0万股+225股+2.17%加仓
IiShares安硕·RUSSELLIWF
1.07%1.07%$941.8万7.6万股$808.9万1.9万股+5.7万股+299.79%加仓
SSPDR道富系列信托SDY
1.05%1.12%$923.7万6.1万股$848.8万5.8万股+2,537股+4.36%加仓
博通AVGO
0.96%0.85%$844.1万2.2万股$639.7万2.1万股+1,679股+8.12%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.94%0.97%$825.4万1.2万股$734.3万1.2万股-170股-1.43%减仓
沃尔玛WMT
0.87%1.04%$762.3万6.7万股$783.5万6.3万股+4,258股+6.75%加仓
礼来LLY
0.86%0.76%$756.1万6,304股$572.9万6,229股+75股+1.20%加仓
VisaV
0.83%0.83%$732.7万2.1万股$630.3万2.1万股+502股+2.41%加仓
TTHIRD COAST BANCSHARES INC COMTCBX
0.83%0.95%$729.1万18.0万股$721.8万19.1万股-1.0万股-5.41%减仓
PALO ALTOPANW
0.82%0.43%$718.2万2.1万股$328.0万2.0万股+603股+2.95%加仓
SSPDR行业精选信托XLK
0.77%0.61%$677.2万3.6万股$459.9万3.5万股+941股+2.72%加仓
伯克希尔哈撒韦BRK.B
0.75%0.84%$663.6万1.3万股$634.1万1.3万股+28股+0.21%加仓
家得宝HD
0.73%0.77%$643.4万1.8万股$579.2万1.8万股+632股+3.59%加仓
AAlphabet Inc Class CGOOG
0.73%0.68%$639.2万1.8万股$510.7万1.8万股+288股+1.62%加仓
马拉松石油MPC
0.72%0.79%$636.4万2.5万股$596.5万2.4万股+462股+1.89%加仓
好事达ALL
0.7%0.69%$618.5万2.6万股$524.3万2.5万股+708股+2.80%加仓
OOREILLY AUTOMOTIVE COMORLY
0.67%0.76%$585.8万6.4万股$573.0万6.2万股+1,541股+2.48%加仓
应用材料AMAT
0.66%0.35%$583.7万8,073股$267.0万7,811股+262股+3.35%加仓
IiShares安硕信托IVW
0.66%0.63%$576.9万4.2万股$474.2万4.2万股+21股+0.05%加仓
标普全球SPGI
0.65%0.77%$569.5万1.4万股$580.8万1.4万股+329股+2.41%加仓
AAMPLIFY ETF TRDIVO
0.64%0.63%$561.6万12.3万股$472.8万10.5万股+1.7万股+16.56%加仓
Meta平台META
0.6%0.67%$531.3万9,433股$509.5万8,906股+527股+5.92%加仓
MCKESSON COMMCK
0.57%0.73%$505.6万6,692股$553.9万6,400股+292股+4.56%加仓
思科CSCO
0.55%0.4%$479.8万4.1万股$305.5万3.9万股+1,477股+3.75%加仓
T赛默飞世尔TMO
0.53%0.08%$468.8万9,351股$63.7万1,296股+8,055股+621.53%加仓
摩根士丹利MS
0.53%0.47%$468.7万2.2万股$357.9万2.2万股+675股+3.10%加仓
恩智浦NXPI
0.53%0.42%$462.9万1.6万股$315.5万1.6万股+446股+2.78%加仓
特灵科技TT
0.49%0.48%$426.8万8,690股$361.8万8,681股+9股+0.10%加仓

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