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

Meridian Financial Advisors, LLC

No.7014 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.08亿
环比变动 Q1 2026
+$2,518.2万+13.8%
持仓股票数
146
新买入
11
加仓
63
减仓
47
清仓
6
持股不变
25
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
5.26%5.35%$1,094.9万1.5万股$978.8万1.5万股-365股-2.44%减仓
S嘉信策略信托SCHD
5.12%5.69%$1,066.1万33.6万股$1,041.4万33.9万股-3,229股-0.95%减仓
I景顺QQQ信托VOO
4.93%4.51%$1,027.1万1.4万股$824.9万1.4万股-345股-2.41%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
4.75%5.54%$987.8万19.5万股$1,013.4万20.0万股-4,913股-2.45%减仓
IiShares安硕信托DGRO
4.51%4.73%$938.7万12.4万股$865.9万12.3万股+478股+0.39%加仓
IiShares安硕·COREIJR
4.08%3.99%$850.1万5.7万股$730.3万5.9万股-1,436股-2.44%减仓
IiShares安硕·COREIJH
3.7%3.77%$770.1万10.0万股$690.2万10.2万股-2,332股-2.28%减仓
S道富SPYM
3.28%3.11%$683.1万7.8万股$568.3万7.4万股+3,480股+4.69%加仓
WWisdomTree信托DGRW
2.76%2.7%$574.5万6.0万股$494.2万5.6万股+3,817股+6.78%加仓
V先锋领航·MIDVO
2.45%2.52%$510.1万6.3万股$461.5万1.6万股+4.7万股+293.98%加仓
I景顺·NASDAQ 100 ETFQQQM
2.41%1.99%$501.5万1.7万股$364.2万1.5万股+1,229股+8.02%加仓
I景顺交易所交易基金信托RSP
2.03%2.12%$421.9万2.0万股$388.5万2.0万股-414股-2.04%减仓
V先锋领航指数基金VB
1.93%1.89%$402.4万1.3万股$346.5万1.3万股+46股+0.35%加仓
SSPDR道富系列信托SDY
1.92%2%$398.9万2.6万股$366.6万2.5万股+1,094股+4.36%加仓
S道富SPSM
1.87%1.75%$388.4万6.7万股$320.3万6.6万股+1,056股+1.59%加仓
I景顺·S&PRWL
1.82%1.5%$379.8万3.0万股$273.5万2.4万股+5,922股+24.88%加仓
V先锋领航斯科茨代尔基金BSV
1.35%1.49%$280.7万3.6万股$272.1万3.4万股+1,192股+3.47%加仓
微软MSFT
1.23%1.35%$255.1万6,838股$247.0万6,673股+165股+2.47%加仓
I景顺·S&PSPHQ
1.19%1.16%$248.6万2.8万股$212.4万2.8万股-661股-2.34%减仓
V先锋领航指数基金VOT
1.19%1.17%$246.8万8,059股$214.5万8,336股-277股-3.32%减仓
SSPDR道富系列信托SPYG
1.16%1.1%$242.0万2.0万股$201.8万2.1万股-273股-1.32%减仓
V先锋领航·SPECIALIZED FUNDSVIG
1.14%1.19%$237.0万1.0万股$218.0万1.0万股-119股-1.17%减仓
F富兰克林·INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFLVHI
1.08%0.97%$225.2万5.5万股$177.7万4.4万股+1.2万股+26.58%加仓
S道富SPMD
1.04%1.02%$216.4万3.2万股$186.7万3.2万股+514股+1.63%加仓
AALPS ETF信托RIGS
0.99%1.15%$206.5万9.1万股$210.9万9.2万股-1,669股-1.81%减仓
苹果AAPL
0.94%0.96%$196.5万6,792股$176.1万6,941股-149股-2.15%减仓
SSPDR标普500 ETFSPY
0.94%0.92%$195.0万2,611股$169.2万2,602股+9股+0.35%加仓
V先锋领航指数基金VBK
0.91%0.86%$189.5万5,182股$158.0万5,227股-45股-0.86%减仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
0.91%0.99%$188.6万6.3万股$181.9万6.0万股+2,343股+3.87%加仓
默沙东MRK
0.9%0.96%$188.0万1.5万股$176.0万1.5万股00.00%持仓不变
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.89%0.89%$184.4万2,622股$163.3万2,647股-25股-0.94%减仓
S嘉信策略信托SCHF
0.86%0.83%$178.7万6.5万股$151.3万6.1万股+3,408股+5.58%加仓
IINVESCO AAA CLO FLOATINGRATE NOTE ETFICLO
0.75%0.8%$156.6万6.1万股$145.7万5.7万股+4,095股+7.17%加仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.74%0.73%$154.6万1.4万股$134.0万1.4万股00.00%持仓不变
思科CSCO
0.73%0.53%$151.4万1.3万股$96.6万1.2万股+442股+3.55%加仓
V先锋领航·SMALLVBR
0.7%0.71%$145.1万5,969股$130.1万5,990股-21股-0.35%减仓
V先锋领航指数基金VOO
0.66%0.64%$136.9万1,994股$117.2万1,961股+33股+1.68%加仓
J摩根大通交易所交易基金JEPI
0.6%0.65%$124.2万2.2万股$118.3万2.1万股+1,113股+5.33%加仓
IiShares安硕IEMG
0.6%0.49%$123.9万1.5万股$89.0万1.3万股+2,193股+17.18%加仓
IiShares安硕·S&PIUSG
0.59%0.59%$122.8万6,531股$107.1万6,904股-373股-5.40%减仓
I景顺交易所交易基金IISPMO
0.55%0.25%$113.9万7,049股$46.6万4,158股+2,891股+69.53%加仓
亚马逊AMZN
0.53%0.55%$110.4万4,631股$100.2万4,812股-181股-3.76%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
0.53%0.59%$109.9万1.5万股$108.1万1.5万股-99股-0.67%减仓
SSPDR行业精选信托XLU
0.5%0.6%$104.6万2.3万股$109.3万2.4万股-740股-3.11%减仓
WWisdomTree·U.S. MIDCAP DIVIDEND FUNDDON
0.5%0.53%$104.6万1.9万股$97.2万1.9万股+7股+0.04%加仓
I景顺·S&PIDMO
0.5%0.32%$104.4万1.7万股$58.1万1.1万股+6,720股+63.44%加仓
S道富SPIB
0.5%0.5%$103.1万3.1万股$92.3万2.8万股+3,299股+11.99%加仓
V先锋领航斯科茨代尔基金VCIT
0.49%0.56%$101.7万1.2万股$101.8万1.2万股-4股-0.03%减仓
SSPDR行业精选信托XLK
0.48%0.36%$100.6万5,281股$65.5万4,931股+350股+7.10%加仓
V先锋领航白厅基金VYMI
0.47%0.48%$98.1万9,985股$88.0万9,336股+649股+6.95%加仓

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