Meridian Wealth Management, LLC
LEXINGTON KY · SEC CIK 0001697300
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $177.86万 | 0.05% | 20,265 | 5,565 | 37.9% | $48.84万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $178.18万 | 0.05% | 32,065 | -1,862 | -5.5% | -$10.35万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $179.20万 | 0.06% | 23,197 | 8,438 | 57.2% | $65.18万 | 加仓 |
| IWB | ISHARES TR | $179.41万 | 0.06% | 4,381 | -279 | -6.0% | -$11.43万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $179.47万 | 0.06% | 25,831 | 10,282 | 66.1% | $71.44万 | 加仓 |
| SBUX | STARBUCKS CORP | $179.69万 | 0.06% | 17,584 | 1,529 | 9.5% | $15.62万 | 加仓 |
| BOXX | EA SERIES TRUST | $183.11万 | 0.06% | 15,638 | 5,968 | 61.7% | $69.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $186.90万 | 0.06% | 5,111 | 575 | 12.7% | $21.03万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $187.55万 | 0.06% | 21,939 | -2 | -0.0% | -$171 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $187.74万 | 0.06% | 57,204 | -365 | -0.6% | -$1.20万 | 减仓 |
| RIO | RIO TINTO PLC | $188.29万 | 0.06% | 19,835 | 19,835 | — | $188.29万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $189.08万 | 0.06% | 127,068 | 31,045 | 32.3% | $46.19万 | 加仓 |
| IBDW | ISHARES TR | $190.10万 | 0.06% | 91,217 | 8,425 | 10.2% | $17.56万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $190.95万 | 0.06% | 22,987 | 1,031 | 4.7% | $8.56万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $191.26万 | 0.06% | 18,598 | 5,976 | 47.3% | $61.46万 | 加仓 |
| EMXC | ISHARES INC | $193.97万 | 0.06% | 18,961 | -2,821 | -13.0% | -$28.86万 | 减仓 |
| MGK | VANGUARD WORLD FD | $196.30万 | 0.06% | 22,329 | 1,334 | 6.4% | $11.73万 | 加仓 |
| AAUA | EA SERIES TRUST | $196.77万 | 0.06% | 34,568 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $197.39万 | 0.06% | 7,302 | 200 | 2.8% | $5.41万 | 加仓 |
| SMLF | ISHARES TR | $197.41万 | 0.06% | 22,147 | -1,754 | -7.3% | -$15.63万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $198.13万 | 0.06% | 35,148 | 5,440 | 18.3% | $30.67万 | 加仓 |
| IEV | ISHARES TR | $198.88万 | 0.06% | 27,300 | -874 | -3.1% | -$6.37万 | 减仓 |
| FAST | FASTENAL CO | $199.78万 | 0.06% | 41,595 | -152 | -0.4% | -$7,301 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $200.36万 | 0.06% | 63,912 | 63,912 | — | $200.36万 | 新建仓 |
| IXN | ISHARES TR | $200.81万 | 0.06% | 13,899 | 18 | 0.1% | $2,601 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $200.94万 | 0.06% | 38,391 | 4,355 | 12.8% | $22.79万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $201.31万 | 0.06% | 26,295 | 8,680 | 49.3% | $66.45万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $202.57万 | 0.06% | 14,008 | -257 | -1.8% | -$3.72万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $205.96万 | 0.06% | 7,722 | -12,157 | -61.2% | -$324.26万 | 减仓 |
| SUB | ISHARES TR | $209.27万 | 0.06% | 19,655 | -139 | -0.7% | -$1.48万 | 减仓 |
| IWO | ISHARES TR | $209.69万 | 0.06% | 5,323 | 286 | 5.7% | $11.27万 | 加仓 |
| IJK | ISHARES TR | $211.06万 | 0.07% | 17,963 | -76 | -0.4% | -$8,930 | 减仓 |
| DAL | DELTA AIR LINES INC | $212.67万 | 0.07% | 22,865 | -1,510 | -6.2% | -$14.04万 | 减仓 |
| GLW | CORNING INC | $213.98万 | 0.07% | 8,377 | 4,088 | 95.3% | $104.43万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $214.09万 | 0.07% | 55,492 | -7,377 | -11.7% | -$28.46万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $214.24万 | 0.07% | 81,832 | -17,000 | -17.2% | -$44.51万 | 减仓 |
| GOVT | ISHARES TR | $216.49万 | 0.07% | 95,034 | -10,254 | -9.7% | -$23.36万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $216.49万 | 0.07% | 7,092 | -834 | -10.5% | -$25.46万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $220.49万 | 0.07% | 22,453 | -4,046 | -15.3% | -$39.73万 | 减仓 |
| IWY | ISHARES TR | $223.28万 | 0.07% | 7,683 | 694 | 9.9% | $20.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $223.56万 | 0.07% | 4,388 | -184 | -4.0% | -$9.37万 | 减仓 |
| IBDV | ISHARES TR | $224.45万 | 0.07% | 102,957 | 7,906 | 8.3% | $17.24万 | 加仓 |
| ITB | ISHARES TR | $224.87万 | 0.07% | 21,523 | 1,563 | 7.8% | $16.33万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $226.26万 | 0.07% | 2,313 | -365 | -13.6% | -$35.70万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $228.68万 | 0.07% | 14,569 | 1,460 | 11.1% | $22.92万 | 加仓 |
| FIG | FIGMA INC | $229.44万 | 0.07% | 126,832 | 126,832 | — | $229.44万 | 新建仓 |
| ETN | EATON CORP PLC | $230.31万 | 0.07% | 5,405 | 177 | 3.4% | $7.54万 | 加仓 |
| IWS | ISHARES TR | $230.59万 | 0.07% | 14,009 | -189 | -1.3% | -$3.11万 | 减仓 |
| APP | APPLOVIN CORP | $233.97万 | 0.07% | 4,541 | 1,010 | 28.6% | $52.04万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $234.09万 | 0.07% | 3,665 | 1,681 | 84.7% | $107.37万 | 加仓 |
| IBDU | ISHARES TR | $234.34万 | 0.07% | 101,185 | 9,175 | 10.0% | $21.25万 | 加仓 |
| QCOM | QUALCOMM INC | $236.96万 | 0.07% | 12,854 | 1,894 | 17.3% | $34.92万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $241.60万 | 0.07% | 6,437 | -101 | -1.5% | -$3.79万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $242.91万 | 0.07% | 57,402 | 1,470 | 2.6% | $6.22万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $246.72万 | 0.08% | 12,515 | -1,493 | -10.7% | -$29.43万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $246.72万 | 0.08% | 58,285 | -212 | -0.4% | -$8,974 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $247.36万 | 0.08% | 119,669 | 28,599 | 31.4% | $59.11万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $248.94万 | 0.08% | 60,350 | 6,818 | 12.7% | $28.12万 | 加仓 |
| PFE | PFIZER INC | $249.97万 | 0.08% | 103,774 | 12,227 | 13.4% | $29.45万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $252.43万 | 0.08% | 87,803 | 25,302 | 40.5% | $72.74万 | 加仓 |
| IEMG | ISHARES INC | $255.37万 | 0.08% | 30,827 | 10,025 | 48.2% | $83.05万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $255.65万 | 0.08% | 14,472 | 70 | 0.5% | $1.24万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $255.69万 | 0.08% | 23,785 | 201 | 0.9% | $2.16万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $255.82万 | 0.08% | 14,141 | -232 | -1.6% | -$4.20万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $258.52万 | 0.08% | 58,294 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $258.56万 | 0.08% | 31,036 | 31,036 | — | $258.56万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $264.06万 | 0.08% | 49,170 | -3,295 | -6.3% | -$17.70万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $267.43万 | 0.08% | 32,950 | -2,602 | -7.3% | -$21.12万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $270.31万 | 0.08% | 38,577 | 1,543 | 4.2% | $10.81万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $270.65万 | 0.08% | 60,848 | -77 | -0.1% | -$3,425 | 减仓 |
| IOO | ISHARES TR | $272.22万 | 0.08% | 19,928 | -30 | -0.2% | -$4,098 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $272.77万 | 0.08% | 60,212 | 5,079 | 9.2% | $23.01万 | 加仓 |
| BA | BOEING CO | $274.90万 | 0.08% | 12,699 | 805 | 6.8% | $17.43万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $274.99万 | 0.08% | 13,348 | 265 | 2.0% | $5.46万 | 加仓 |
| QXO | QXO INC | $276.27万 | 0.09% | 159,876 | 10,762 | 7.2% | $18.60万 | 加仓 |
| QUAL | ISHARES TR | $276.46万 | 0.09% | 12,599 | 61 | 0.5% | $1.34万 | 加仓 |
| EDV | VANGUARD WORLD FD | $281.45万 | 0.09% | 43,247 | 300 | 0.7% | $1.95万 | 加仓 |
| SGOV | ISHARES TR | $282.29万 | 0.09% | 28,041 | 296 | 1.1% | $2.98万 | 加仓 |
| BAC | BANK OF AMER CORP | $284.27万 | 0.09% | 49,890 | 2,351 | 4.9% | $13.40万 | 加仓 |
| TJX | TJX COS INC NEW | $288.04万 | 0.09% | 19,013 | 3,074 | 19.3% | $46.57万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $290.01万 | 0.09% | 13,630 | -4,663 | -25.5% | -$99.21万 | 减仓 |
| LOW | LOWES COS INC | $291.32万 | 0.09% | 13,212 | 1,415 | 12.0% | $31.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $294.20万 | 0.09% | 2,909 | 224 | 8.3% | $22.65万 | 加仓 |
| SSO | PROSHARES TR | $294.95万 | 0.09% | 43,774 | 9,223 | 26.7% | $62.15万 | 加仓 |
| PFF | ISHARES TR | $303.28万 | 0.09% | 99,469 | 32,178 | 47.8% | $98.11万 | 加仓 |
| VGT | VANGUARD WORLD FD | $303.48万 | 0.09% | 25,391 | 551 | 2.2% | $6.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $304.61万 | 0.09% | 52,891 | -2,243 | -4.1% | -$12.92万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $306.79万 | 0.09% | 62,254 | 136 | 0.2% | $6,702 | 加仓 |
| QLD | PROSHARES TR | $310.81万 | 0.10% | 32,122 | 3,879 | 13.7% | $37.53万 | 加仓 |
| SDOG | ALPS ETF TR | $317.25万 | 0.10% | 46,505 | -630 | -1.3% | -$4.30万 | 减仓 |
| IWP | ISHARES TR | $320.48万 | 0.10% | 21,889 | 625 | 2.9% | $9.15万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $324.59万 | 0.10% | 54,598 | 5,027 | 10.1% | $29.89万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $326.84万 | 0.10% | 27,863 | 2,366 | 9.3% | $27.75万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $329.64万 | 0.10% | 4,687 | -192 | -3.9% | -$13.50万 | 减仓 |
| TLT | ISHARES TR | $330.98万 | 0.10% | 38,296 | -1,406 | -3.5% | -$12.15万 | 减仓 |
| GRNY | TIDAL TRUST I | $332.09万 | 0.10% | 120,104 | -7,557 | -5.9% | -$20.90万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $334.93万 | 0.10% | 26,460 | 1,112 | 4.4% | $14.08万 | 加仓 |
| APH | AMPHENOL CORP | $342.05万 | 0.11% | 19,399 | -3,850 | -16.6% | -$67.88万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $345.59万 | 0.11% | 44,352 | -466 | -1.0% | -$3.63万 | 减仓 |
| VO | VANGUARD INDEX FDS | $346.08万 | 0.11% | 42,954 | -5,618 | -11.6% | -$45.26万 | 减仓 |