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
IYT ISHARES TR $44.28万0.01%5,104 00.0% — 不变
LMBS FIRST TR EXCHANGE-TRADED FD $44.42万0.01%8,923 -486-5.2% -$2.42万 减仓
SPMD SPDR SERIES TRUST $44.44万0.01%6,577 370.6% $2,500 加仓
COR CENCORA INC $44.55万0.01%1,574 281.8% $7,925 加仓
SPAB SPDR SERIES TRUST $44.68万0.01%17,507 -23,377-57.2% -$59.66万 减仓
EFV ISHARES TR $44.72万0.01%5,842 -158-2.6% -$1.21万 减仓
NIO NIO INC $44.73万0.01%88,407 00.0% — 不变
FXU FIRST TR EXCHANGE-TRADED FD $44.85万0.01%9,091 -1,221-11.8% -$6.02万 减仓
PRU PRUDENTIAL FINL INC $45.06万0.01%4,175 1644.1% $1.77万 加仓
CMF ISHARES TR $45.07万0.01%7,820 00.0% — 不变
P EVERPURE INC $45.12万0.01%5,727 -1,839-24.3% -$14.49万 减仓
INFQ INFLEQTION INC $45.50万0.01%34,156 12,00654.2% $15.99万 加仓
QDF FLEXSHARES TR $45.56万0.01%5,067 00.0% — 不变
EWZ ISHARES INC $45.65万0.01%13,231 2,05918.4% $7.10万 加仓
VLO VALERO ENERGY CORP $45.69万0.01%1,754 -809-31.6% -$21.07万 减仓
LW LAMB WESTON HLDGS INC $46.02万0.01%10,657 1,49816.4% $6.47万 加仓
ASTS AST SPACEMOBILE INC $46.05万0.01%5,182 1,14728.4% $10.19万 加仓
LHX L3HARRIS TECHNOLOGIES INC $46.24万0.01%1,591 45039.4% $13.08万 加仓
BILS SPDR SERIES TRUST $46.30万0.01%4,659 1,27637.7% $12.68万 加仓
TBIL RBB FD INC $46.44万0.01%9,314 -1,005-9.7% -$5.01万 减仓
EWW ISHARES INC $46.94万0.01%6,236 69712.6% $5.25万 加仓
MDLZ MONDELEZ INTL INC $46.98万0.01%8,122 2192.8% $1.27万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $47.09万0.01%7,883 2903.8% $1.73万 加仓
DFNM DIMENSIONAL ETF TRUST $47.22万0.01%9,769 -266-2.7% -$1.29万 减仓
CME CME GROUP INC $47.24万0.01%2,139 1648.3% $3.62万 加仓
ALL ALLSTATE CORP $47.51万0.01%1,997 -1,057-34.6% -$25.15万 减仓
NVS NOVARTIS AG $47.96万0.01%3,060 -5,869-65.7% -$91.99万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $48.02万0.01%5,821 -569-8.9% -$4.69万 减仓
ALGM ALLEGRO MICROSYSTEMS INC $48.39万0.01%6,950 6,950— $48.39万 新建仓
VIOG VANGUARD ADMIRAL FDS INC $48.64万0.01%3,170 30.1% $460 加仓
CP CANADIAN PACIFIC KANSAS CITY $48.66万0.01%5,616 00.0% — 不变
SLYV SPDR SERIES TRUST $49.01万0.02%4,492 -138-3.0% -$1.51万 减仓
HWKN HAWKINS INC $49.10万0.02%3,455 -50-1.4% -$7,105 减仓
AEHR AEHR TEST SYS $49.46万0.02%5,149 5,149— $49.46万 新建仓
FANG DIAMONDBACK ENERGY INC $49.63万0.02%2,823 -14-0.5% -$2,461 减仓
FENY FIDELITY COVINGTON TRUST $49.89万0.02%16,877 4,69438.5% $13.88万 加仓
CVNA CARVANA CO $50.14万0.02%7,618 -752-9.0% -$4.95万 减仓
SCHW SCHWAB CHARLES CORP $50.49万0.02%5,472 1723.2% $1.59万 加仓
HDV ISHARES TR $50.76万0.02%18,518 630.3% $1,727 加仓
IYE ISHARES TR $51.15万0.02%9,038 1561.8% $8,828 加仓
CARR CARRIER GLOBAL CORPORATION $51.24万0.02%6,985 4436.8% $3.25万 加仓
— INNOVATOR ETFS TRUST $51.30万0.02%12,478 00.0% — 不变
SAP SAP SE $51.97万0.02%3,372 70.2% $1,079 加仓
AMLP ALPS ETF TR $52.18万0.02%10,063 3,37450.4% $17.49万 加仓
DVN DEVON ENERGY CORP NEW $52.24万0.02%12,644 8,359195.1% $34.54万 加仓
COF CAPITAL ONE FINL CORP $52.41万0.02%2,612 53425.7% $10.71万 加仓
RIOT RIOT PLATFORMS INC $52.62万0.02%19,218 -11,747-37.9% -$32.16万 减仓
— BRISTOL-MYERS SQUIBB CO 看跌期权 $52.72万0.02%8,500 00.0% — 不变
DTCR GLOBAL X FDS $53.82万0.02%17,721 -109-0.6% -$3,310 减仓
MDYV SPDR SERIES TRUST $53.98万0.02%5,691 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $54.13万0.02%8,645 -1,384-13.8% -$8.67万 减仓
HAL HALLIBURTON CO $54.25万0.02%15,981 -1,415-8.1% -$4.80万 减仓
ENB ENBRIDGE INC $54.34万0.02%10,024 -370-3.6% -$2.01万 减仓
AXON AXON ENTERPRISE INC $54.45万0.02%971 19124.5% $10.71万 加仓
HUM HUMANA INC $54.50万0.02%1,372 40.3% $1,589 加仓
SCO PROSHARES TR II $55.17万0.02%17,336 17,336— $55.17万 新建仓
WWD WOODWARD INC $55.82万0.02%1,312 49560.6% $21.06万 加仓
RBCAA REPUBLIC BANCORP INC KY $55.92万0.02%6,184 00.0% — 不变
IWV ISHARES TR $56.38万0.02%1,322 -21-1.6% -$8,955 减仓
MCHP MICROCHIP TECHNOLOGY INC. $56.39万0.02%6,183 6,183— $56.39万 新建仓
HYMB SPDR SERIES TRUST $56.64万0.02%22,264 22,264— $56.64万 新建仓
KRE SPDR SERIES TRUST $56.70万0.02%7,576 1,83231.9% $13.71万 加仓
HEDJ WISDOMTREE TR $56.90万0.02%9,982 00.0% — 不变
BLK BLACKROCK INC $56.95万0.02%592 529.6% $5.00万 加仓
ROK ROCKWELL AUTOMATION INC $57.30万0.02%1,157 -24-2.0% -$1.19万 减仓
OKE ONEOK INC NEW $57.37万0.02%6,598 1151.8% $9,999 加仓
CMI CUMMINS INC $57.42万0.02%805 425.5% $3.00万 加仓
USB US BANCORP $57.70万0.02%9,553 -1,361-12.5% -$8.22万 减仓
SCHE SCHWAB STRATEGIC TR $58.02万0.02%16,002 1,72212.1% $6.24万 加仓
NVDA NVIDIA CORPORATION 看涨期权 $58.21万0.02%1,200 600100.0% $29.11万 加仓
QLC FLEXSHARES TR $58.22万0.02%6,478 00.0% — 不变
CSX CSX CORP $58.34万0.02%12,274 4894.1% $2.32万 加仓
STIP ISHARES TR $58.43万0.02%5,719 510.9% $5,210 加仓
SONO SONOS INC $58.70万0.02%43,386 1,8584.5% $2.51万 加仓
EPD ENTERPRISE PRODS PARTNERS L $58.72万0.02%15,973 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $59.02万0.02%19,542 -4,487-18.7% -$13.55万 减仓
IVOG VANGUARD ADMIRAL FDS INC $59.05万0.02%4,037 -41-1.0% -$5,998 减仓
SNTH TIDAL TRUST III $59.09万0.02%19,875 5,10534.6% $15.18万 加仓
EXC EXELON CORP $59.35万0.02%12,730 8,186180.1% $38.16万 加仓
DGRW WISDOMTREE TR $59.41万0.02%6,213 -682-9.9% -$6.52万 减仓
JCI JOHNSON CONTROLS INTERNATION $60.02万0.02%4,108 53715.0% $7.85万 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $60.08万0.02%27,412 00.0% — 不变
ARLP ALLIANCE RESOURCE PARTNERS L $60.10万0.02%25,063 360.1% $863 加仓
FDX FEDEX CORP $60.23万0.02%1,923 522.8% $1.63万 加仓
KMB KIMBERLY-CLARK CORP $60.27万0.02%5,491 83918.0% $9.21万 加仓
IVOV VANGUARD ADMIRAL FDS INC $60.59万0.02%5,312 130.2% $1,483 加仓
SPHY SPDR SERIES TRUST $60.74万0.02%25,915 2,89312.6% $6.78万 加仓
SYK STRYKER CORPORATION $61.17万0.02%1,943 -112-5.5% -$3.53万 减仓
TSCO TRACTOR SUPPLY CO $61.19万0.02%19,358 -6,013-23.7% -$19.01万 减仓
IUSV ISHARES TR $61.46万0.02%5,579 -121-2.1% -$1.33万 减仓
SCYB SCHWAB STRATEGIC TR $61.50万0.02%23,493 -1,193-4.8% -$3.12万 减仓
XNDU XANADU QUANTUM TECHNOLO LTD $61.76万0.02%51,000 51,000— $61.76万 新建仓
BSMT INVESCO EXCH TRD SLF IDX FD $62.08万0.02%26,955 00.0% — 不变
FTCS FIRST TR EXCHANGE-TRADED FD $62.11万0.02%6,613 -56-0.8% -$5,260 减仓
— CASTELLUM INC $62.14万0.02%863,200 77,4009.8% $5.57万 加仓
SCHI SCHWAB STRATEGIC TR $62.26万0.02%27,499 2,3569.4% $5.33万 加仓
POOL POOL CORP $62.46万0.02%2,906 240.8% $5,158 加仓
CNI CANADIAN NATL RY CO $62.80万0.02%5,267 -115-2.1% -$1.37万 减仓
BSMS INVESCO EXCH TRD SLF IDX FD $62.90万0.02%26,834 00.0% — 不变
PSX PHILLIPS 66 $64.30万0.02%3,804 68622.0% $11.60万 加仓