13F 机构持仓

Meridian Wealth Management, LLC

LEXINGTON KY · SEC CIK 0001697300

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.8%
EXXON MOBIL CO 4.1%
AAPL 3.8%
QQQ 3.4%
AMZN 2.7%
SPY 2.3%
MSFT 2.2%
GOOGL 2.0%
JPM 2.0%
AVGO 1.4%

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
AOA ISHARES TR $68.56万0.02%7,748 00.0% — 不变
ARLP ALLIANCE RESOURCE PARTNERS L $69.20万0.02%25,027 4,47921.8% $12.38万 加仓
SDY SPDR SERIES TRUST $69.43万0.02%4,757 -30-0.6% -$4,379 减仓
CL COLGATE PALMOLIVE CO $69.61万0.02%8,167 -250-3.0% -$2.13万 减仓
TT TRANE TECHNOLOGIES PLC $69.90万0.02%1,677 -83-4.7% -$3.46万 减仓
IBB ISHARES TR $70.09万0.02%4,151 -325-7.3% -$5.49万 减仓
XLC SELECT SECTOR SPDR TR $70.20万0.02%6,333 2,96588.0% $32.87万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $70.25万0.02%3,498 00.0% — 不变
CALI BLACKROCK ETF TRUST II $70.60万0.02%14,000 00.0% — 不变
IYJ ISHARES TR $70.80万0.02%4,799 -119-2.4% -$1.76万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.03%1 00.0% — 不变
MOO VANECK ETF TRUST $71.83万0.03%8,500 2002.4% $1.69万 加仓
LIN LINDE PLC $72.11万0.03%1,455 -1,148-44.1% -$56.89万 减仓
ACWX ISHARES TR $72.22万0.03%10,547 2,20126.4% $15.07万 加仓
ITW ILLINOIS TOOL WKS INC $73.16万0.03%2,811 -7-0.2% -$1,822 减仓
NEM NEWMONT CORP $73.19万0.03%6,761 -394-5.5% -$4.27万 减仓
FLDR FIDELITY MERRIMACK STR TR $73.81万0.03%14,748 -30,455-67.4% -$152.43万 减仓
HOOD ROBINHOOD MKTS INC $74.17万0.03%10,703 -197,550-94.9% -$1,368.96万 减仓
DSI ISHARES TR $74.36万0.03%6,136 -58-0.9% -$7,029 减仓
CBRE CBRE GROUP INC $74.60万0.03%5,507 -78-1.4% -$1.06万 减仓
IAUM ISHARES GOLD TR $75.41万0.03%16,147 3192.0% $1.49万 加仓
DEFR ETF SER SOLUTIONS $75.42万0.03%28,356 6,59830.3% $17.55万 加仓
IVW ISHARES TR $75.74万0.03%6,696 -94-1.4% -$1.06万 减仓
PPG PPG INDS INC $75.76万0.03%7,089 -819-10.4% -$8.75万 减仓
QQQI NEOS ETF TRUST $75.98万0.03%15,291 -3,396-18.2% -$16.87万 减仓
VTIP VANGUARD MALVERN FDS $76.17万0.03%15,250 -390-2.5% -$1.95万 减仓
UNH UNITEDHEALTH GROUP INC 看跌期权 $76.20万0.03%1,600 1,600— $76.20万 新建仓
RCL ROYAL CARIBBEAN GROUP $76.60万0.03%2,784 -1,340-32.5% -$36.87万 减仓
CI THE CIGNA GROUP $77.51万0.03%2,906 -167-5.4% -$4.45万 减仓
GSBD GOLDMAN SACHS BDC INC $78.34万0.03%88,224 -41,598-32.0% -$36.94万 减仓
O REALTY INCOME CORP $78.48万0.03%12,828 -152-1.2% -$9,299 减仓
CGIC CAPITAL GROUP INTERNATIONAL $78.98万0.03%23,855 00.0% — 不变
VLUE ISHARES TR $79.00万0.03%5,556 1552.9% $2.20万 加仓
CVS CVS HEALTH CORP $79.30万0.03%11,042 1,43715.0% $10.32万 加仓
LULU LULULEMON ATHLETICA INC $79.42万0.03%5,188 -382-6.9% -$5.85万 减仓
COP CONOCOPHILLIPS $79.60万0.03%6,030 220.4% $2,904 加仓
REMX VANECK ETF TRUST $79.69万0.03%9,055 1,55120.7% $13.65万 加仓
PLD PROLOGIS INC. $79.86万0.03%6,041 68512.8% $9.06万 加仓
HEFA ISHARES TR $80.36万0.03%18,910 -383-2.0% -$1.63万 减仓
ECL ECOLAB INC $80.40万0.03%3,022 -111-3.5% -$2.95万 减仓
VPU VANGUARD WORLD FD $81.10万0.03%4,093 -60-1.4% -$1.19万 减仓
ESGU ISHARES TR $81.33万0.03%5,751 -121-2.1% -$1.71万 减仓
EME EMCOR GROUP INC $82.55万0.03%1,118 25129.0% $18.53万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $82.96万0.03%9,175 8159.7% $7.37万 加仓
FLRN SPDR SERIES TRUST $82.99万0.03%26,964 1100.4% $3,385 加仓
DVA DAVITA INC $83.08万0.03%5,406 220.4% $3,381 加仓
XAR SPDR SERIES TRUST $83.84万0.03%3,301 -18-0.5% -$4,572 减仓
— ISHARES SILVER TR 看跌期权 $84.63万0.03%42,400 42,400— $84.63万 新建仓
SHY ISHARES TR $84.64万0.03%10,251 -5,009-32.8% -$41.36万 减仓
IUSG ISHARES TR $85.39万0.03%5,505 941.7% $1.46万 加仓
SCCO SOUTHERN COPPER CORP $85.82万0.03%4,988 2084.4% $3.58万 加仓
LNG CHENIERE ENERGY INC $85.87万0.03%3,026 33512.4% $9.51万 加仓
SPSB SPDR SERIES TRUST $88.33万0.03%29,373 29,373— $88.33万 新建仓
BIV VANGUARD BD INDEX FDS $88.83万0.03%11,503 2362.1% $1.82万 加仓
BSMQ INVESCO EXCH TRD SLF IDX FD $89.41万0.03%37,846 00.0% — 不变
UPRO PROSHARES TR $90.50万0.03%9,332 9,332— $90.50万 新建仓
IXUS ISHARES TR $90.88万0.03%10,489 420.4% $3,639 加仓
GWW WW GRAINGER INC $90.90万0.03%833 638.2% $6.87万 加仓
MGV VANGUARD WORLD FD $91.90万0.03%6,340 -9-0.1% -$1,305 减仓
BSMR INVESCO EXCH TRD SLF IDX FD $92.14万0.03%38,953 00.0% — 不变
F FORD MTR CO $92.71万0.03%80,335 8,46111.8% $9.76万 加仓
HGER HARBOR ETF TRUST $93.47万0.03%30,143 2,4869.0% $7.71万 加仓
CRWV COREWEAVE INC $93.81万0.03%12,109 3,24336.6% $25.12万 加仓
MELI MERCADOLIBRE INC $94.19万0.03%545 387.5% $6.57万 加仓
FIDU FIDELITY COVINGTON TRUST $94.37万0.03%10,907 -1,870-14.6% -$16.18万 减仓
URI UNITED RENTALS INC $94.99万0.03%1,304 10.1% $728 加仓
SOXL DIREXION SHARES ETF TRUST $95.24万0.03%19,879 -737-3.6% -$3.53万 减仓
SCHO SCHWAB STRATEGIC TR $96.83万0.03%39,897 30,971347.0% $75.17万 加仓
— NVIDIA CORPORATION 看涨期权 $97.02万0.03%2,000 2,000— $97.02万 新建仓
TWLO TWILIO INC $97.32万0.03%7,735 -73-0.9% -$9,185 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $97.77万0.03%36,010 7,83727.8% $21.28万 加仓
MDT MEDTRONIC PLC $97.84万0.03%11,291 7707.3% $6.67万 加仓
YUM YUM BRANDS INC $98.15万0.03%6,313 -368-5.5% -$5.72万 减仓
ADBE ADOBE INC $98.71万0.03%4,061 -91-2.2% -$2.21万 减仓
MMM 3M CO $98.75万0.03%6,800 3906.1% $5.66万 加仓
GDXJ VANECK ETF TRUST $99.67万0.03%8,303 3,26764.9% $39.22万 加仓
— ALLSPRING EXCHANGE TRADED FU $100.47万0.04%35,998 17,16191.1% $47.90万 加仓
VXF VANGUARD INDEX FDS $100.74万0.04%4,895 891.9% $1.83万 加仓
SHEL SHELL PLC $101.17万0.04%10,879 -479-4.2% -$4.45万 减仓
XLB SELECT SECTOR SPDR TR $101.42万0.04%20,379 1,2416.5% $6.18万 加仓
IBIT ISHARES BITCOIN TRUST ETF $102.87万0.04%26,775 1,6026.4% $6.15万 加仓
BSX BOSTON SCIENTIFIC CORP $103.75万0.04%16,534 1,98113.6% $12.43万 加仓
FHLC FIDELITY COVINGTON TRUST $103.85万0.04%14,759 1,48511.2% $10.45万 加仓
IAU ISHARES GOLD TR $103.88万0.04%11,783 2992.6% $2.64万 加仓
SSD SIMPSON MFG INC $104.36万0.04%6,081 -403-6.2% -$6.92万 减仓
EFG ISHARES TR $104.61万0.04%9,393 -295-3.0% -$3.29万 减仓
SPAB SPDR SERIES TRUST $104.74万0.04%40,884 -21,155-34.1% -$54.20万 减仓
NOW SERVICENOW INC $104.74万0.04%10,019 -7,170-41.7% -$74.96万 减仓
CAH CARDINAL HEALTH INC $105.59万0.04%4,997 2224.6% $4.69万 加仓
FCOM FIDELITY COVINGTON TRUST $105.92万0.04%15,549 7595.1% $5.17万 加仓
ITOT ISHARES TR $106.78万0.04%7,497 290.4% $4,130 加仓
WPM WHEATON PRECIOUS METALS CORP $107.34万0.04%8,193 3154.0% $4.13万 加仓
— EATON VANCE TAX MNGED BUY WR $108.00万0.04%74,893 2,8744.0% $4.14万 加仓
CM CANADIAN IMPERIAL BANK OF CO $108.34万0.04%11,434 -63-0.5% -$5,969 减仓
UBER UBER TECHNOLOGIES INC $108.48万0.04%15,081 6744.7% $4.85万 加仓
IPKW INVESCO EXCH TRADED FD TR II $109.23万0.04%19,414 19,414— $109.23万 新建仓
SYLD CAMBRIA ETF TR $110.26万0.04%14,621 1921.3% $1.45万 加仓
XEVTX EATON VANCE TAX ADVT DIV INC $110.64万0.04%45,066 2670.6% $6,555 加仓
MPC MARATHON PETE CORP $110.95万0.04%4,544 -140-3.0% -$3.42万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $111.05万0.04%18,812 -2,353-11.1% -$13.89万 减仓