Meridian Wealth Management, LLC
LEXINGTON KY · SEC CIK 0001697300
$28.48亿2026Q1 申报市值
777持仓数
28.7%前十大占比 · 第一大 4.8%
78 / 45新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MU 加仓+$1,392.27万
RDVY 加仓+$855.27万
IWR 加仓+$768.37万
GLD 加仓+$545.56万
TSM 加仓+$528.75万
2026Q1 卖出最多 按季末市值估算
HOOD 减仓-$1,368.96万
AMZN 减仓-$356.93万
VOT 减仓-$333.06万
GOOGL 减仓-$313.93万
NVDA 减仓-$263.88万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $46.77万 | 0.02% | 3,571 | 1,129 | 46.2% | $14.79万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $46.87万 | 0.02% | 9,409 | -582 | -5.8% | -$2.90万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $47.05万 | 0.02% | 14,280 | 60 | 0.4% | $1,977 | 加仓 |
| RMD | RESMED INC | $47.18万 | 0.02% | 2,102 | 89 | 4.4% | $2.00万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.72万 | 0.02% | 12,478 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $48.10万 | 0.02% | 10,035 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $48.29万 | 0.02% | 1,117 | -25 | -2.2% | -$1.08万 | 减仓 |
| NVO | NOVO-NORDISK A S | $48.31万 | 0.02% | 13,145 | -33,190 | -71.6% | -$121.97万 | 减仓 |
| CSX | CSX CORP | $48.38万 | 0.02% | 11,785 | 208 | 1.8% | $8,538 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $48.40万 | 0.02% | 6,390 | -97 | -1.5% | -$7,347 | 减仓 |
| MDYV | SPDR SERIES TRUST | $48.46万 | 0.02% | 5,691 | 87 | 1.6% | $7,408 | 加仓 |
| COR | CENCORA INC | $48.57万 | 0.02% | 1,546 | -81 | -5.0% | -$2.54万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $48.80万 | 0.02% | 147,875 | 130,325 | 742.6% | $43.01万 | 加仓 |
| TTD | THE TRADE DESK INC | $49.05万 | 0.02% | 21,619 | -10,923 | -33.6% | -$24.78万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $49.41万 | 0.02% | 10,923 | -1,522 | -12.2% | -$6.88万 | 减仓 |
| IWV | ISHARES TR | $49.79万 | 0.02% | 1,343 | 21 | 1.6% | $7,785 | 加仓 |
| ARM | ARM HOLDINGS PLC | $49.80万 | 0.02% | 3,292 | -50 | -1.5% | -$7,564 | 减仓 |
| ROL | ROLLINS INC | $49.80万 | 0.02% | 9,325 | 1,548 | 19.9% | $8.27万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $49.81万 | 0.02% | 5,300 | -1,221 | -18.7% | -$11.48万 | 减仓 |
| AZO | AUTOZONE INC | $49.87万 | 0.02% | 148 | -35 | -19.1% | -$11.79万 | 减仓 |
| HDV | ISHARES TR | $50.10万 | 0.02% | 3,691 | 14 | 0.4% | $1,900 | 加仓 |
| ONEY | SPDR SERIES TRUST | $50.29万 | 0.02% | 4,189 | 4,189 | — | $50.29万 | 新建仓 |
| QLC | FLEXSHARES TR | $50.63万 | 0.02% | 6,478 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $50.98万 | 0.02% | 4,078 | -492 | -10.8% | -$6.15万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $51.14万 | 0.02% | 10,312 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $51.44万 | 0.02% | 3,753 | 345 | 10.1% | $4.73万 | 加仓 |
| TBIL | RBB FD INC | $51.45万 | 0.02% | 10,319 | -2,209 | -17.6% | -$11.01万 | 减仓 |
| BLK | BLACKROCK INC | $51.97万 | 0.02% | 540 | -195 | -26.5% | -$18.77万 | 减仓 |
| HEDJ | WISDOMTREE TR | $52.21万 | 0.02% | 9,982 | -330 | -3.2% | -$1.73万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $52.43万 | 0.02% | 746 | 746 | — | $52.43万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $52.43万 | 0.02% | 37,342 | 7,003 | 23.1% | $9.83万 | 加仓 |
| CVNA | CARVANA CO | $52.63万 | 0.02% | 1,674 | 2 | 0.1% | $629 | 加仓 |
| URNM | SPROTT FDS TR | $52.71万 | 0.02% | 8,347 | 8,347 | — | $52.71万 | 新建仓 |
| — | BRISTOL-MYERS SQUIBB CO 看跌期权 | $52.72万 | 0.02% | 8,500 | 8,500 | — | $52.72万 | 新建仓 |
| NIO | NIO INC | $53.31万 | 0.02% | 88,407 | -380 | -0.4% | -$2,291 | 减仓 |
| USMV | ISHARES TR | $53.59万 | 0.02% | 5,779 | -364 | -5.9% | -$3.38万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $53.67万 | 0.02% | 1,984 | 1,984 | — | $53.67万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $53.69万 | 0.02% | 23,022 | -2,746 | -10.7% | -$6.40万 | 减仓 |
| HWKN | HAWKINS INC | $53.84万 | 0.02% | 3,505 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $54.02万 | 0.02% | 5,299 | 7 | 0.1% | $714 | 加仓 |
| CNI | CANADIAN NATL RY CO | $55.31万 | 0.02% | 5,382 | -103 | -1.9% | -$1.06万 | 减仓 |
| SONO | SONOS INC | $55.65万 | 0.02% | 41,528 | 5,701 | 15.9% | $7.64万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $56.11万 | 0.02% | 2,837 | 2,837 | — | $56.11万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $56.14万 | 0.02% | 7,476 | -200 | -2.6% | -$1.50万 | 减仓 |
| ENB | ENBRIDGE INC | $56.27万 | 0.02% | 10,394 | -10 | -0.1% | -$541 | 减仓 |
| USB | US BANCORP | $56.77万 | 0.02% | 10,914 | 305 | 2.9% | $1.59万 | 加仓 |
| PSX | PHILLIPS 66 | $56.80万 | 0.02% | 3,118 | 989 | 46.5% | $18.02万 | 加仓 |
| CTAS | CINTAS CORP | $56.86万 | 0.02% | 3,362 | -86 | -2.5% | -$1.45万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $57.02万 | 0.02% | 25,143 | 6,625 | 35.8% | $15.03万 | 加仓 |
| NUVB | NUVATION BIO INC | $57.08万 | 0.02% | 133,065 | 19,500 | 17.2% | $8.37万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $57.20万 | 0.02% | 3,637 | -203 | -5.3% | -$3.19万 | 减仓 |
| IYE | ISHARES TR | $57.53万 | 0.02% | 8,882 | 1,207 | 15.7% | $7.82万 | 加仓 |
| SAP | SAP SE | $57.61万 | 0.02% | 3,365 | -150 | -4.3% | -$2.57万 | 减仓 |
| COPX | GLOBAL X FDS | $58.21万 | 0.02% | 7,624 | 3,422 | 81.4% | $26.13万 | 加仓 |
| IUSV | ISHARES TR | $58.28万 | 0.02% | 5,700 | 310 | 5.8% | $3.17万 | 加仓 |
| POOL | POOL CORP | $58.32万 | 0.02% | 2,882 | -207 | -6.7% | -$4.19万 | 减仓 |
| GLW | CORNING INC | $58.32万 | 0.02% | 4,289 | 620 | 16.9% | $8.43万 | 加仓 |
| CME | CME GROUP INC | $58.32万 | 0.02% | 1,975 | -56 | -2.8% | -$1.65万 | 减仓 |
| OKE | ONEOK INC NEW | $58.60万 | 0.02% | 6,483 | -256 | -3.8% | -$2.31万 | 减仓 |
| STIP | ISHARES TR | $58.62万 | 0.02% | 5,668 | 1,106 | 24.2% | $11.44万 | 加仓 |
| TER | TERADYNE INC | $58.97万 | 0.02% | 1,989 | 144 | 7.8% | $4.27万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $59.79万 | 0.02% | 27,412 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $60.08万 | 0.02% | 1,377 | 163 | 13.4% | $7.11万 | 加仓 |
| IVLU | ISHARES TR | $60.14万 | 0.02% | 15,157 | 15,157 | — | $60.14万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $60.18万 | 0.02% | 2,210 | -109 | -4.7% | -$2.97万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $60.44万 | 0.02% | 15,973 | -726 | -4.3% | -$2.75万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $60.50万 | 0.02% | 10,896 | -1,820 | -14.3% | -$10.11万 | 减仓 |
| DGRW | WISDOMTREE TR | $60.57万 | 0.02% | 6,895 | -828 | -10.7% | -$7.27万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $60.76万 | 0.02% | 11,610 | -181 | -1.5% | -$9,472 | 减仓 |
| IDEV | ISHARES TR | $61.29万 | 0.02% | 7,334 | 7,334 | — | $61.29万 | 新建仓 |
| IJJ | ISHARES TR | $61.34万 | 0.02% | 4,630 | -295 | -6.0% | -$3.91万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $61.86万 | 0.02% | 6,669 | 135 | 2.1% | $1.25万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $61.96万 | 0.02% | 30,902 | -4,248 | -12.1% | -$8.52万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $62.06万 | 0.02% | 26,955 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $62.62万 | 0.02% | 3,703 | -96 | -2.5% | -$1.62万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $62.76万 | 0.02% | 24,029 | 94 | 0.4% | $2,455 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $62.78万 | 0.02% | 26,834 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $63.13万 | 0.02% | 4,362 | -101 | -2.3% | -$1.46万 | 减仓 |
| ALL | ALLSTATE CORP | $63.33万 | 0.02% | 3,054 | 531 | 21.0% | $11.01万 | 加仓 |
| VLO | VALERO ENERGY CORP | $63.33万 | 0.02% | 2,563 | 1,098 | 74.9% | $27.13万 | 加仓 |
| INTC | INTEL CORP | $63.82万 | 0.02% | 14,602 | 1,751 | 13.6% | $7.65万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $63.90万 | 0.02% | 10,029 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $64.18万 | 0.02% | 24,686 | 7,964 | 47.6% | $20.71万 | 加仓 |
| SRE | SEMPRA | $64.20万 | 0.02% | 6,607 | -637 | -8.8% | -$6.19万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $64.76万 | 0.02% | 4,934 | 4,934 | — | $64.76万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $65.33万 | 0.02% | 518 | 30 | 6.1% | $3.78万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.41万 | 0.02% | 1,331 | 81 | 6.5% | $3.98万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $65.48万 | 0.02% | 9,037 | 1,838 | 25.5% | $13.32万 | 加仓 |
| GM | GENERAL MTRS CO | $65.66万 | 0.02% | 8,717 | 625 | 7.7% | $4.71万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $65.70万 | 0.02% | 3,352 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $65.73万 | 0.02% | 2,290 | 16 | 0.7% | $4,593 | 加仓 |
| IYF | ISHARES TR | $65.76万 | 0.02% | 5,589 | -511 | -8.4% | -$6.01万 | 减仓 |
| JNK | SPDR SERIES TRUST | $66.23万 | 0.02% | 6,919 | -2,554 | -27.0% | -$24.45万 | 减仓 |
| FDX | FEDEX CORP | $66.63万 | 0.02% | 1,871 | 1,134 | 153.9% | $40.38万 | 加仓 |
| GRMN | GARMIN LTD | $67.22万 | 0.02% | 2,897 | -140 | -4.6% | -$3.25万 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $67.31万 | 0.02% | 17,747 | 13 | 0.1% | $493 | 加仓 |
| SYK | STRYKER CORPORATION | $67.52万 | 0.02% | 2,055 | 75 | 3.8% | $2.46万 | 加仓 |
| MTB | M & T BK CORP | $67.56万 | 0.02% | 3,268 | 196 | 6.4% | $4.05万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $67.73万 | 0.02% | 22,464 | 8,987 | 66.7% | $27.10万 | 加仓 |
| HAL | HALLIBURTON CO | $67.83万 | 0.02% | 17,396 | 3,938 | 29.3% | $15.35万 | 加仓 |