13F 机构持仓

Meridian Wealth Management, LLC

LEXINGTON KY · SEC CIK 0001697300

2026Q22026Q1 更早 9 个季度 🔒
$32.46亿2026Q2 申报市值
830持仓数
27.5%前十大占比 · 第一大 4.5%
91 / 50新建仓 / 清仓
申报市值走势$32.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.5%
QQQ 3.9%
AAPL 3.8%
EXXON MOBIL CO 2.7%
AMZN 2.6%
SPY 2.4%
GOOGL 2.1%
JPM 2.0%
MSFT 1.9%
MU 1.7%

2026Q2 买入最多 按季末市值估算

BKGI 新建仓+$757.26万
NBIS 新建仓+$706.77万
AER 加仓+$660.35万
INTC 加仓+$658.18万
XMMO 重新持有+$622.30万

2026Q2 卖出最多 按季末市值估算

KLAC 减仓-$1,917.98万
NVDA 减仓-$1,164.02万
SHOP 减仓-$971.25万
GLD 减仓-$917.60万
SHV 减仓-$628.27万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
RFV INVESCO EXCHANGE TRADED FD T $21.11万0.01%1,477 1,477— $21.11万 新建仓
MP MP MATERIALS CORP $21.12万0.01%3,770 3,770— $21.12万 新建仓
SPYI NEOS ETF TRUST $21.31万0.01%4,013 -882-18.0% -$4.68万 减仓
AMT AMERICAN TOWER CORP $21.41万0.01%1,309 14612.6% $2.39万 重新持有
CAVA CAVA GROUP INC $21.42万0.01%2,730 -449-14.1% -$3.52万 减仓
IDU ISHARES TR $21.45万0.01%1,872 70.4% $802 加仓
MRSH MARSH & MCLENNAN COS INC $21.48万0.01%1,289 1,289— $21.48万 新建仓
— NEOS ETF TRUST $21.66万0.01%3,879 -937-19.5% -$5.23万 重新持有
OTIS OTIS WORLDWIDE CORP $21.70万0.01%3,030 50.2% $358 加仓
FSEC FIDELITY MERRIMACK STR TR $21.80万0.01%4,974 4,974— $21.80万 新建仓
BWXT BWX TECHNOLOGIES INC $21.88万0.01%1,124 1,124— $21.88万 新建仓
CCJ CAMECO CORP $21.96万0.01%2,156 2,156— $21.96万 新建仓
TM TOYOTA MOTOR CORP $22.08万0.01%1,311 14812.7% $2.49万 加仓
VWOB VANGUARD WHITEHALL FDS $22.12万0.01%3,289 -1,179-26.4% -$7.93万 重新持有
TXT TEXTRON INC $22.19万0.01%2,419 261.1% $2,385 加仓
IBMQ ISHARES TR $22.22万0.01%8,687 -1,471-14.5% -$3.76万 重新持有
SNOW SNOWFLAKE INC $22.24万0.01%874 -485-35.7% -$12.34万 减仓
WAL WESTERN ALLIANCE BANCORP $22.44万0.01%2,730 -249-8.4% -$2.05万 重新持有
SLB SLB LIMITED $22.45万0.01%4,829 390.8% $1,813 加仓
— INVESCO EXCHANGE TRADED FD T $22.65万0.01%2,022 00.0% — 不变
CDE COEUR MNG INC $22.74万0.01%13,933 1,71114.0% $2.79万 加仓
AWK AMERICAN WTR WKS CO INC NEW $22.77万0.01%1,731 633.8% $8,288 加仓
FCX FREEPORT MCMORAN INC $22.91万0.01%3,643 3,643— $22.91万 新建仓
SLYG SPDR SERIES TRUST $22.93万0.01%1,925 -1,105-36.5% -$13.16万 重新持有
FAS DIREXION SHARES ETF TRUST $22.97万0.01%1,561 -65-4.0% -$9,567 重新持有
IWMI NEOS ETF TRUST $23.01万0.01%4,300 4,300— $23.01万 新建仓
TCAF T ROWE PRICE EXCHANGE-TRADED $23.06万0.01%5,611 -1,250-18.2% -$5.14万 减仓
SJNK SPDR SERIES TRUST $23.13万0.01%9,239 -722-7.2% -$1.81万 减仓
ANGL VANECK ETF TRUST $23.24万0.01%7,947 -100-1.2% -$2,924 减仓
CLX CLOROX CO DEL $23.33万0.01%2,444 -8-0.3% -$764 减仓
AIQ GLOBAL X FDS $23.35万0.01%3,559 3,559— $23.35万 新建仓
FREL FIDELITY COVINGTON TRUST $23.40万0.01%7,987 7,987— $23.40万 新建仓
NHC NATIONAL HEALTHCARE CORP $23.44万0.01%1,109 1,109— $23.44万 新建仓
SJM SMUCKER J M CO $23.45万0.01%2,084 50.2% $563 加仓
— FIRST TR EXCHNG TRADED FD VI $23.46万0.01%9,064 -773-7.9% -$2.00万 减仓
ONB OLD NATL BANCORP IND $23.48万0.01%9,066 00.0% — 不变
RSG REPUBLIC SVCS INC $23.59万0.01%1,107 10710.7% $2.28万 加仓
CHDN CHURCHILL DOWNS INC $23.62万0.01%2,635 -656-19.9% -$5.88万 减仓
OHI OMEGA HEALTHCARE INVS INC $23.94万0.01%5,022 420.8% $2,003 加仓
SNY SANOFI SA $23.95万0.01%5,615 -1,224-17.9% -$5.22万 减仓
RIG TRANSOCEAN LTD $23.98万0.01%49,049 49,049— $23.98万 新建仓
MTRN MATERION CORP $24.06万0.01%809 809— $24.06万 新建仓
SCHH SCHWAB STRATEGIC TR $24.17万0.01%10,207 60.1% $142 加仓
FDVV FIDELITY COVINGTON TRUST $24.30万0.01%4,030 -118-2.8% -$7,114 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $24.69万0.01%256 256— $24.69万 新建仓
QYLD GLOBAL X FDS $24.73万0.01%13,420 -222-1.6% -$4,091 减仓
MLN VANECK ETF TRUST $24.74万0.01%13,917 650.5% $1,156 加仓
EOG EOG RES INC $24.83万0.01%1,914 23814.2% $3.09万 加仓
CIEN CIENA CORP $25.07万0.01%511 511— $25.07万 新建仓
— CITIGROUP INC 看涨期权 $25.19万0.01%1,800 1,800— $25.19万 新建仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $25.24万0.01%928 928— $25.24万 新建仓
LGND LIGAND PHARMACEUTICALS INC $25.32万0.01%801 801— $25.32万 新建仓
BX BLACKSTONE INC $25.32万0.01%2,152 -94-4.2% -$1.11万 减仓
FLOT ISHARES TR $25.33万0.01%4,961 -117-2.3% -$5,973 减仓
ADBE ADOBE INC $25.67万0.01%1,252 -2,809-69.2% -$57.59万 减仓
WPC WP CAREY INC $25.68万0.01%3,592 -115-3.1% -$8,222 减仓
— ALPHABET INC 看涨期权 $25.78万0.01%1,900 1,900— $25.78万 新建仓
MISL FIRST TR EXCHANGE-TRADED FD $25.79万0.01%5,634 601.1% $2,746 加仓
BSCQ INVESCO EXCH TRD SLF IDX FD $25.83万0.01%13,229 -7,590-36.5% -$14.82万 减仓
— ETF SER SOLUTIONS $25.90万0.01%9,510 -258-2.6% -$7,025 减仓
DPZ DOMINOS PIZZA INC $25.93万0.01%876 -177-16.8% -$5.24万 减仓
LEU CENTRUS ENERGY CORP $25.94万0.01%1,545 1,545— $25.94万 新建仓
IQV IQVIA HLDGS INC $25.95万0.01%1,343 -284-17.5% -$5.49万 减仓
HYLB DBX ETF TR $25.95万0.01%7,107 6319.7% $2.30万 加仓
AVEM AMERICAN CENTY ETF TR $26.00万0.01%2,695 2,695— $26.00万 新建仓
IGLB ISHARES TR $26.06万0.01%5,207 691.3% $3,453 加仓
AVGO BROADCOM INC 看涨期权 $26.18万0.01%300 300— $26.18万 新建仓
SCHZ SCHWAB STRATEGIC TR $26.19万0.01%11,324 -1,289-10.2% -$2.98万 减仓
EW EDWARDS LIFESCIENCES CORP 看跌期权 $26.23万0.01%2,900 00.0% — 不变
EBAY EBAY INC. $26.25万0.01%2,349 2,349— $26.25万 新建仓
AKAM AKAMAI TECHNOLOGIES INC $26.31万0.01%2,226 2,226— $26.31万 新建仓
VSH VISHAY INTERTECHNOLOGY INC $26.33万0.01%4,896 4,896— $26.33万 新建仓
VST VISTRA CORP $26.40万0.01%1,664 33024.7% $5.23万 重新持有
PZA INVESCO EXCH TRADED FD TR II $26.46万0.01%11,250 00.0% — 不变
DOW DOW HLDGS INC $26.50万0.01%9,685 450.5% $1,231 加仓
CLM CORNERSTONE STRATEGIC INVEST $26.51万0.01%35,062 -1,743-4.7% -$1.32万 减仓
OXY OCCIDENTAL PETE CORP $27.01万0.01%5,562 3115.9% $1.51万 加仓
IBDS ISHARES TR $27.03万0.01%11,161 -714-6.0% -$1.73万 减仓
FXR FIRST TR EXCHANGE-TRADED FD $27.26万0.01%2,992 -1,269-29.8% -$11.56万 减仓
ROL ROLLINS INC $27.42万0.01%6,569 -2,756-29.6% -$11.50万 减仓
CHD CHURCH & DWIGHT CO INC $27.57万0.01%2,846 -382-11.8% -$3.70万 减仓
IEUR ISHARES TR $27.76万0.01%3,693 521.4% $3,909 加仓
— OFS CREDIT COMPANY INC $27.80万0.01%108,600 00.0% — 不变
FAUG FIRST TR EXCHNG TRADED FD VI $28.03万0.01%4,960 00.0% — 不变
ENVX ENOVIX CORPORATION $28.13万0.01%46,345 -13,014-21.9% -$7.90万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $28.14万0.01%6,236 6,236— $28.14万 新建仓
AAOI APPLIED OPTOELECTRONICS INC 看跌期权 $28.15万0.01%1,900 1,900— $28.15万 新建仓
A AGILENT TECHNOLOGIES INC $28.33万0.01%2,133 2,133— $28.33万 新建仓
XCHYX CALAMOS CONV & HIGH INCOME F $28.36万0.01%20,822 3131.5% $4,263 加仓
WAT WATERS CORP $28.84万0.01%769 -7,813-91.0% -$293.02万 减仓
IBDR ISHARES TR $28.96万0.01%11,952 -3,929-24.7% -$9.52万 减仓
ONTO ONTO INNOVATION INC $28.99万0.01%766 766— $28.99万 新建仓
MTSI MACOM TECH SOLUTIONS HLDGS I $29.06万0.01%764 764— $29.06万 新建仓
— CLEANCORE SOLUTIONS INC $29.12万0.01%355,138 00.0% — 不变
TEL TE CONNECTIVITY PLC $29.14万0.01%1,445 785.7% $1.57万 加仓
TRGP TARGA RES CORP $29.15万0.01%1,087 737.2% $1.96万 加仓
NKE NIKE INC $29.19万0.01%7,110 -483-6.4% -$1.98万 减仓
— DIREXION SHARES ETF TRUST $29.27万0.01%11,265 -1,660-12.8% -$4.31万 减仓
CWB SPDR SERIES TRUST $29.28万0.01%2,715 00.0% — 不变
LCTU BLACKROCK ETF TRUST $29.40万0.01%3,668 -10-0.3% -$802 减仓