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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO | $193.71万 | 0.07% | 41,747 | 180 | 0.4% | $8,352 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $195.20万 | 0.07% | 58,497 | -628 | -1.1% | -$2.10万 | 减仓 |
| PFF | ISHARES TR | $204.03万 | 0.07% | 67,291 | 34,403 | 104.6% | $104.31万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $204.49万 | 0.07% | 6,760 | 327 | 5.1% | $9.89万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $204.91万 | 0.07% | 7,926 | -12,883 | -61.9% | -$333.06万 | 减仓 |
| IWS | ISHARES TR | $206.92万 | 0.07% | 14,198 | 3,799 | 36.5% | $55.37万 | 加仓 |
| IBDV | ISHARES TR | $208.07万 | 0.07% | 95,051 | 3,931 | 4.3% | $8.60万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $208.56万 | 0.07% | 53,532 | 22,142 | 70.5% | $86.26万 | 加仓 |
| SUB | ISHARES TR | $210.81万 | 0.07% | 19,794 | -45 | -0.2% | -$4,792 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $211.95万 | 0.07% | 45,699 | -76 | -0.2% | -$3,525 | 减仓 |
| CSCO | CISCO SYS INC | $212.15万 | 0.07% | 27,360 | 2,267 | 9.0% | $17.58万 | 加仓 |
| IBDU | ISHARES TR | $214.02万 | 0.08% | 92,010 | 4,699 | 5.4% | $10.93万 | 加仓 |
| VGT | VANGUARD WORLD FD | $216.61万 | 0.08% | 3,105 | -26 | -0.8% | -$1.81万 | 减仓 |
| T | AT&T INC | $219.54万 | 0.08% | 75,729 | 1,612 | 2.2% | $4.67万 | 加仓 |
| MCD | MCDONALDS CORP | $220.72万 | 0.08% | 7,102 | -555 | -7.2% | -$17.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $221.25万 | 0.08% | 27,792 | 14,336 | 106.5% | $114.13万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $222.09万 | 0.08% | 37,034 | 887 | 2.5% | $5.32万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $222.62万 | 0.08% | 62,869 | 16,419 | 35.3% | $58.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $227.17万 | 0.08% | 2,685 | 166 | 6.6% | $14.04万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $229.53万 | 0.08% | 47,102 | 47,102 | — | $229.53万 | 新建仓 |
| BAC | BANK AMERICA CORP | $231.75万 | 0.08% | 47,539 | -17,222 | -26.6% | -$83.96万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $232.02万 | 0.08% | 23,584 | 11,071 | 88.5% | $108.92万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $234.07万 | 0.08% | 60,925 | -537 | -0.9% | -$2.06万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $235.99万 | 0.08% | 63,592 | -877 | -1.4% | -$3.25万 | 减仓 |
| BA | BOEING CO | $236.73万 | 0.08% | 11,894 | -255 | -2.1% | -$5.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $237.65万 | 0.08% | 14,373 | -817 | -5.4% | -$13.51万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $238.65万 | 0.08% | 14,402 | 346 | 2.5% | $5.73万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $239.75万 | 0.08% | 2,678 | 627 | 30.6% | $56.13万 | 加仓 |
| QUAL | ISHARES TR | $240.49万 | 0.08% | 12,538 | 653 | 5.5% | $12.53万 | 加仓 |
| GOVT | ISHARES TR | $241.22万 | 0.08% | 105,288 | 19,630 | 22.9% | $44.97万 | 加仓 |
| IOO | ISHARES TR | $241.43万 | 0.08% | 19,958 | -395 | -1.9% | -$4.78万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $241.77万 | 0.08% | 61,566 | 61,566 | — | $241.77万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $249.72万 | 0.09% | 26,499 | 4,815 | 22.2% | $45.38万 | 加仓 |
| FISV | FISERV INC | $251.32万 | 0.09% | 45,040 | -8,115 | -15.3% | -$45.28万 | 减仓 |
| EPI | WISDOMTREE TR | $252.13万 | 0.09% | 61,796 | -27,555 | -30.8% | -$112.42万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $252.69万 | 0.09% | 55,133 | 7,562 | 15.9% | $34.66万 | 加仓 |
| TJX | TJX COS INC NEW | $254.54万 | 0.09% | 15,939 | -847 | -5.0% | -$13.53万 | 减仓 |
| WAT | WATERS CORP | $255.57万 | 0.09% | 8,582 | -28 | -0.3% | -$8,338 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $256.48万 | 0.09% | 13,083 | 21 | 0.2% | $4,117 | 加仓 |
| PFE | PFIZER INC | $256.80万 | 0.09% | 91,547 | 17,427 | 23.5% | $48.88万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $257.97万 | 0.09% | 14,008 | 2,321 | 19.9% | $42.74万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $259.53万 | 0.09% | 98,832 | -126 | -0.1% | -$3,309 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $260.41万 | 0.09% | 52,465 | 7,932 | 17.8% | $39.37万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $264.25万 | 0.09% | 62,118 | -494 | -0.8% | -$2.10万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $267.85万 | 0.09% | 49,571 | 2,018 | 4.2% | $10.90万 | 加仓 |
| IWP | ISHARES TR | $272.44万 | 0.10% | 21,264 | -19,006 | -47.2% | -$243.51万 | 减仓 |
| SPGI | S&P GLOBAL INC | $275.80万 | 0.10% | 6,484 | -466 | -6.7% | -$19.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $276.35万 | 0.10% | 4,572 | 236 | 5.4% | $14.26万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $278.45万 | 0.10% | 25,497 | 3,599 | 16.4% | $39.30万 | 加仓 |
| LOW | LOWES COS INC | $278.75万 | 0.10% | 11,797 | -151 | -1.3% | -$3.57万 | 减仓 |
| EDV | VANGUARD WORLD FD | $278.94万 | 0.10% | 42,947 | 550 | 1.3% | $3.57万 | 加仓 |
| SGOV | ISHARES TR | $279.28万 | 0.10% | 27,745 | 3,276 | 13.4% | $32.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $280.14万 | 0.10% | 55,932 | 1,065 | 1.9% | $5.33万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $287.79万 | 0.10% | 35,552 | -697 | -1.9% | -$5.64万 | 减仓 |
| QXO | QXO INC | $289.58万 | 0.10% | 149,114 | 10,303 | 7.4% | $20.01万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $293.21万 | 0.10% | 11,701 | 2,821 | 31.8% | $70.69万 | 加仓 |
| APH | AMPHENOL CORP | $293.75万 | 0.10% | 23,249 | -1,139 | -4.7% | -$14.39万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $300.90万 | 0.11% | 4,879 | 106 | 2.2% | $6.54万 | 加仓 |
| GRNY | TIDAL TRUST I | $304.73万 | 0.11% | 127,661 | -672 | -0.5% | -$1.60万 | 减仓 |
| SDOG | ALPS ETF TR | $306.55万 | 0.11% | 47,135 | -987 | -2.1% | -$6.42万 | 减仓 |
| IREN | IREN LIMITED | $321.42万 | 0.11% | 93,762 | -1,420 | -1.5% | -$4.87万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $321.67万 | 0.11% | 53,881 | 20,729 | 62.5% | $123.75万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $326.77万 | 0.11% | 43,511 | 527 | 1.2% | $3.96万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $329.90万 | 0.12% | 82,084 | 1,712 | 2.1% | $6.88万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $331.90万 | 0.12% | 25,348 | 9,308 | 58.0% | $121.88万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $333.09万 | 0.12% | 119,602 | 7 | 0.0% | $195 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $334.09万 | 0.12% | 55,134 | 3,448 | 6.7% | $20.89万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $334.57万 | 0.12% | 33,778 | 2,539 | 8.1% | $25.15万 | 加仓 |
| C | CITIGROUP INC | $337.38万 | 0.12% | 29,748 | 877 | 3.0% | $9.95万 | 加仓 |
| TLT | ISHARES TR | $344.20万 | 0.12% | 39,702 | -891 | -2.2% | -$7.72万 | 减仓 |
| HYG | ISHARES TR | $345.20万 | 0.12% | 43,389 | 6,882 | 18.9% | $54.75万 | 加仓 |
| KO | COCA COLA CO | $345.45万 | 0.12% | 45,424 | 914 | 2.1% | $6.95万 | 加仓 |
| XSVN | BONDBLOXX ETF TRUST | $348.34万 | 0.12% | 72,996 | 7,092 | 10.8% | $33.84万 | 加仓 |
| VO | VANGUARD INDEX FDS | $348.71万 | 0.12% | 12,143 | 841 | 7.4% | $24.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $349.44万 | 0.12% | 16,355 | 294 | 1.8% | $6.28万 | 加仓 |
| IYW | ISHARES TR | $350.34万 | 0.12% | 19,311 | -2,108 | -9.8% | -$38.24万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $351.09万 | 0.12% | 18,293 | 4,932 | 36.9% | $94.66万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $351.44万 | 0.12% | 44,818 | -3,537 | -7.3% | -$27.74万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $352.44万 | 0.12% | 32,304 | 187 | 0.6% | $2.04万 | 加仓 |
| IWF | ISHARES TR | $355.26万 | 0.12% | 8,321 | -593 | -6.7% | -$25.32万 | 减仓 |
| NET | CLOUDFLARE INC | $356.60万 | 0.13% | 17,282 | -2,279 | -11.7% | -$47.02万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $359.02万 | 0.13% | 57,832 | 1,047 | 1.8% | $6.50万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $365.11万 | 0.13% | 73,746 | 9,596 | 15.0% | $47.51万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $367.33万 | 0.13% | 27,639 | 10,579 | 62.0% | $140.60万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $368.40万 | 0.13% | 60,956 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $369.54万 | 0.13% | 10,812 | -389 | -3.5% | -$13.30万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $372.25万 | 0.13% | 22,024 | 300 | 1.4% | $5.07万 | 加仓 |
| ING | ING GROEP N.V. | $374.33万 | 0.13% | 143,698 | -4,026 | -2.7% | -$10.49万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $375.00万 | 0.13% | 20,809 | -643 | -3.0% | -$11.59万 | 减仓 |
| DGT | SPDR SERIES TRUST | $378.79万 | 0.13% | 22,341 | 2,098 | 10.4% | $35.57万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $379.11万 | 0.13% | 18,222 | 118 | 0.7% | $2.46万 | 加仓 |
| PAVE | GLOBAL X FDS | $380.23万 | 0.13% | 74,833 | 11,019 | 17.3% | $55.99万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $380.74万 | 0.13% | 58,294 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $386.28万 | 0.14% | 150,654 | -1,519 | -1.0% | -$3.89万 | 减仓 |
| MS | MORGAN STANLEY | $387.80万 | 0.14% | 23,564 | -10 | -0.0% | -$1,646 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $387.94万 | 0.14% | 14,337 | -1,699 | -10.6% | -$45.97万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $389.63万 | 0.14% | 92,857 | 39,216 | 73.1% | $164.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $390.13万 | 0.14% | 100,395 | -2,503 | -2.4% | -$9.73万 | 减仓 |
| BE | BLOOM ENERGY CORP | $391.84万 | 0.14% | 28,920 | 21,523 | 291.0% | $291.62万 | 加仓 |
| EEM | ISHARES TR | $392.33万 | 0.14% | 69,084 | 2,000 | 3.0% | $11.36万 | 加仓 |