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
FXI ISHARES TR $111.98万0.04%31,193 31,193— $111.98万 新建仓
TXN TEXAS INSTRS INC $112.27万0.04%5,783 20.0% $388 加仓
BOXX EA SERIES TRUST $112.45万0.04%9,670 3,26651.0% $37.98万 加仓
VNQ VANGUARD INDEX FDS $114.13万0.04%12,867 6365.2% $5.64万 加仓
TSCO TRACTOR SUPPLY CO $114.93万0.04%25,371 -4,902-16.2% -$22.21万 减仓
CASY CASEYS GEN STORES INC $115.88万0.04%1,592 734.8% $5.31万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $116.17万0.04%11,725 00.0% — 不变
MO ALTRIA GROUP INC $117.31万0.04%17,844 2,31014.9% $15.19万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $117.62万0.04%47,447 5,14312.2% $12.75万 加仓
FDIS FIDELITY COVINGTON TRUST $117.72万0.04%12,622 1,97518.5% $18.42万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $118.55万0.04%22,470 -319-1.4% -$1.68万 减仓
PGR PROGRESSIVE CORP $121.82万0.04%6,145 -3,937-39.0% -$78.05万 减仓
GLDM WORLD GOLD TR $122.06万0.04%13,169 -213-1.6% -$1.97万 减仓
CB CHUBB LTD SWITZ $123.04万0.04%3,775 45013.5% $14.67万 加仓
FNCL FIDELITY COVINGTON TRUST $123.66万0.04%17,615 -2,577-12.8% -$18.09万 减仓
IWD ISHARES TR $125.90万0.04%5,893 -47-0.8% -$1.00万 减仓
SHLD GLOBAL X FDS $125.92万0.04%17,775 2,18714.0% $15.49万 加仓
D DOMINION ENERGY INC $126.07万0.04%20,392 2,15211.8% $13.30万 加仓
BP BP PLC $127.28万0.04%27,080 2290.9% $1.08万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $127.92万0.04%32,132 32,132— $127.92万 新建仓
SILJ AMPLIFY ETF TR $128.24万0.05%43,150 43,150— $128.24万 新建仓
GD GENERAL DYNAMICS CORP $128.87万0.05%3,755 812.2% $2.78万 加仓
SPSM SPDR SERIES TRUST $128.93万0.05%26,683 2,68611.2% $12.98万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $131.26万0.05%96,023 7,5318.5% $10.29万 加仓
PSA PUBLIC STORAGE OPER CO $131.50万0.05%4,854 921.9% $2.49万 加仓
VGSH VANGUARD SCOTTSDALE FDS $132.05万0.05%22,556 -148-0.7% -$8,664 减仓
SPYD SPDR SERIES TRUST $134.61万0.05%29,571 520.2% $2,367 加仓
DIVO AMPLIFY ETF TR $135.61万0.05%30,236 -1,686-5.3% -$7.56万 减仓
XLI SELECT SECTOR SPDR TR $135.63万0.05%8,386 1,72926.0% $27.96万 加仓
VV VANGUARD INDEX FDS $135.97万0.05%4,550 -158-3.4% -$4.72万 减仓
DBEF DBX ETF TR $136.07万0.05%27,545 1,7866.9% $8.82万 加仓
AEP AMERICAN ELEC PWR CO INC $136.19万0.05%10,390 2,32928.9% $30.53万 加仓
NVS NOVARTIS AG $136.40万0.05%8,929 1321.5% $2.02万 加仓
NEE NEXTERA ENERGY INC $136.53万0.05%14,700 -712-4.6% -$6.61万 减仓
SCMB SCHWAB STRATEGIC TR $137.09万0.05%53,801 6331.2% $1.61万 加仓
VBK VANGUARD INDEX FDS $137.09万0.05%4,536 -104-2.2% -$3.14万 减仓
FITB FIFTH THIRD BANCORP $138.02万0.05%29,708 3,37412.8% $15.68万 加仓
AVLV AMERICAN CENTY ETF TR $138.12万0.05%17,134 -3,740-17.9% -$30.15万 减仓
ET ENERGY TRANSFER L P $138.69万0.05%71,859 -3,666-4.9% -$7.08万 减仓
IXN ISHARES TR $138.77万0.05%13,881 -1,869-11.9% -$18.68万 减仓
NLR VANECK ETF TRUST $140.16万0.05%10,523 10,523— $140.16万 新建仓
FBCG FIDELITY COVINGTON TRUST $140.34万0.05%28,000 00.0% — 不变
APP APPLOVIN CORP $140.53万0.05%3,531 -64-1.8% -$2.55万 减仓
CGW INVESCO EXCH TRADED FD TR II $140.94万0.05%22,042 1,2005.8% $7.67万 加仓
AVUV AMERICAN CENTY ETF TR $141.52万0.05%12,811 6145.0% $6.78万 加仓
NOBL PROSHARES TR $142.96万0.05%13,486 1,1829.6% $12.53万 加仓
QCOM QUALCOMM INC $143.71万0.05%10,960 -961-8.1% -$12.60万 减仓
SBUX STARBUCKS CORP $143.84万0.05%16,055 4532.9% $4.06万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $144.14万0.05%64,519 -3,833-5.6% -$8.56万 减仓
DIS DISNEY WALT CO $144.23万0.05%14,965 -937-5.9% -$9.03万 减仓
TFC TRUIST FINL CORP $144.93万0.05%31,528 2,1497.3% $9.88万 加仓
AZN ASTRAZENECA PLC $144.99万0.05%7,403 7,403— $144.99万 新建仓
IEMG ISHARES INC $145.09万0.05%20,802 3,90423.1% $27.23万 加仓
PNC PNC FINL SVCS GROUP INC $145.31万0.05%6,983 891.3% $1.85万 加仓
— HONEYWELL INTL INC $145.62万0.05%6,442 3646.0% $8.23万 加仓
JHPI JOHN HANCOCK EXCHANGE TRADED $145.84万0.05%64,589 7241.1% $1.63万 加仓
GPIQ GOLDMAN SACHS ETF TR $148.08万0.05%29,921 5,38622.0% $26.66万 加仓
IWN ISHARES TR $148.75万0.05%7,846 -836-9.6% -$15.85万 减仓
FRDM EA SERIES TRUST $149.00万0.05%27,265 27,265— $149.00万 新建仓
MAR MARRIOTT INTL INC NEW $149.37万0.05%4,567 330.7% $1.08万 加仓
— TEXAS CAPITAL FUNDS TRUST $149.56万0.05%14,920 5,44657.5% $54.59万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $151.01万0.05%26,643 6242.4% $3.54万 加仓
GSLC GOLDMAN SACHS ETF TR $152.06万0.05%12,152 -5,184-29.9% -$64.87万 减仓
ABT ABBOTT LABORATORIES $153.92万0.05%14,992 6574.6% $6.75万 加仓
MGK VANGUARD WORLD FD $154.29万0.05%4,199 491.2% $1.80万 加仓
— SPDR GOLD TR 看跌期权 $154.90万0.05%3,600 3,600— $154.90万 新建仓
SPDW SPDR INDEX SHS FDS $156.15万0.05%34,205 -663-1.9% -$3.03万 减仓
COWZ PACER FDS TR $157.61万0.06%25,193 3,19714.5% $20.00万 加仓
IWO ISHARES TR $158.06万0.06%5,037 1513.1% $4.74万 加仓
KR KROGER CO $158.65万0.06%21,926 1,0385.0% $7.51万 加仓
DVY ISHARES TR $159.89万0.06%10,560 -221-2.0% -$3.35万 减仓
DAL DELTA AIR LINES INC $162.34万0.06%24,375 1,2575.4% $8.37万 加仓
BKNG BOOKING HOLDINGS INC $163.03万0.06%387 -158-29.0% -$66.56万 减仓
IWB ISHARES TR $166.16万0.06%4,660 40.1% $1,426 加仓
AAUA EA SERIES TRUST $169.18万0.06%34,568 34,568— $169.18万 新建仓
VXUS VANGUARD STAR FDS $169.19万0.06%21,941 800.4% $6,169 加仓
BNY BANK NEW YORK MELLON CORP $169.23万0.06%14,265 -409-2.8% -$4.85万 减仓
GPIX GOLDMAN SACHS ETF TR $169.77万0.06%33,927 6,37423.1% $31.90万 加仓
DRSK ETF SER SOLUTIONS $170.82万0.06%62,501 19,79946.4% $54.11万 加仓
EMXC ISHARES INC $171.34万0.06%21,782 -4,415-16.9% -$34.73万 减仓
CGCV CAPITAL GROUP CONSERVATIVE E $171.61万0.06%57,569 -110-0.2% -$3,279 减仓
QLD PROSHARES TR $172.28万0.06%28,243 2,0237.7% $12.34万 加仓
IBDW ISHARES TR $173.28万0.06%82,792 10,73414.9% $22.47万 加仓
IWY ISHARES TR $173.92万0.06%6,989 -54-0.8% -$1.34万 减仓
MUB ISHARES TR $174.81万0.06%16,468 -25-0.2% -$2,654 减仓
VDE VANGUARD WORLD FD $175.51万0.06%10,143 -45-0.4% -$7,787 减仓
BINC BLACKROCK ETF TRUST II $176.75万0.06%34,036 27,526422.8% $142.94万 加仓
MCK MCKESSON CORP $177.42万0.06%2,050 47930.5% $41.46万 加仓
SSO PROSHARES TR $179.25万0.06%34,551 7272.1% $3.77万 加仓
WMS ADVANCED DRAIN SYS INC DEL $179.76万0.06%13,109 13,109— $179.76万 新建仓
XLP SELECT SECTOR SPDR TR $180.00万0.06%21,956 1,8769.3% $15.38万 加仓
SMLF ISHARES TR $180.43万0.06%23,901 23,901— $180.43万 新建仓
ITB ISHARES TR $180.74万0.06%19,960 1,3967.5% $12.64万 加仓
IJK ISHARES TR $181.51万0.06%18,039 -359-2.0% -$3.61万 减仓
CDNS CADENCE DESIGN SYSTEM INC $181.68万0.06%6,538 -307-4.5% -$8.53万 减仓
ETN EATON CORP PLC $186.97万0.07%5,228 -1,132-17.8% -$40.48万 减仓
SCIO FIRST TR EXCHANGE-TRADED FD $187.97万0.07%91,070 26,48941.0% $54.67万 加仓
WM WASTE MGMT INC DEL $188.95万0.07%8,223 931.1% $2.14万 加仓
IEV ISHARES TR $191.41万0.07%28,174 00.0% — 不变
AGG ISHARES TR $191.78万0.07%19,318 -5,179-21.1% -$51.41万 减仓