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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $401.97万 | 0.14% | 43,546 | -1,314 | -2.9% | -$12.13万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $405.76万 | 0.14% | 132,255 | 6,350 | 5.0% | $19.48万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $407.21万 | 0.14% | 225,977 | 18,519 | 8.9% | $33.37万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $409.49万 | 0.14% | 32,330 | -432 | -1.3% | -$5.47万 | 减仓 |
| OEF | ISHARES TR | $414.27万 | 0.15% | 13,024 | 960 | 8.0% | $30.54万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $432.39万 | 0.15% | 86,670 | 1,982 | 2.3% | $9.89万 | 加仓 |
| DON | WISDOMTREE TR | $437.11万 | 0.15% | 83,196 | -1,142 | -1.4% | -$6.00万 | 减仓 |
| XME | SPDR SERIES TRUST | $441.09万 | 0.15% | 40,838 | 13,337 | 48.5% | $144.05万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $445.61万 | 0.16% | 45,596 | -596 | -1.3% | -$5.82万 | 减仓 |
| IEF | ISHARES TR | $453.54万 | 0.16% | 47,519 | 2,376 | 5.3% | $22.68万 | 加仓 |
| — | NEXTERA ENERGY INC | $455.71万 | 0.16% | 81,405 | 5,693 | 7.5% | $31.87万 | 加仓 |
| DHI | D R HORTON INC | $463.83万 | 0.16% | 33,802 | -528 | -1.5% | -$7.25万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $472.78万 | 0.17% | 119,904 | -2,779 | -2.3% | -$10.96万 | 减仓 |
| EMR | EMERSON ELEC CO | $473.54万 | 0.17% | 36,143 | 1,237 | 3.5% | $16.21万 | 加仓 |
| SMH | VANECK ETF TRUST | $483.85万 | 0.17% | 12,620 | 653 | 5.5% | $25.04万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $487.09万 | 0.17% | 154,632 | 20,782 | 15.5% | $65.46万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $495.29万 | 0.17% | 20,844 | -2,104 | -9.2% | -$49.99万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $502.26万 | 0.18% | 82,216 | 1,193 | 1.5% | $7.29万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $507.33万 | 0.18% | 125,142 | 10,940 | 9.6% | $44.35万 | 加仓 |
| AMGN | AMGEN INC | $510.98万 | 0.18% | 14,523 | 39 | 0.3% | $1.37万 | 加仓 |
| CRM | SALESFORCE INC | $518.50万 | 0.18% | 27,776 | 4,667 | 20.2% | $87.12万 | 加仓 |
| SO | SOUTHERN CO | $520.99万 | 0.18% | 53,977 | -293 | -0.5% | -$2.83万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $521.07万 | 0.18% | 35,185 | 3,079 | 9.6% | $45.60万 | 加仓 |
| RDDT | REDDIT INC | $522.02万 | 0.18% | 38,769 | -520 | -1.3% | -$7.00万 | 减仓 |
| FE | FIRSTENERGY CORP | $527.85万 | 0.19% | 104,194 | 6,798 | 7.0% | $34.44万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $528.39万 | 0.19% | 173,244 | 1,505 | 0.9% | $4.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $533.84万 | 0.19% | 13,674 | -2,506 | -15.5% | -$97.84万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $535.94万 | 0.19% | 101,197 | 2,912 | 3.0% | $15.42万 | 加仓 |
| IGSB | ISHARES TR | $550.46万 | 0.19% | 104,730 | -2,014 | -1.9% | -$10.59万 | 减仓 |
| VB | VANGUARD INDEX FDS | $551.29万 | 0.19% | 21,774 | -63 | -0.3% | -$1.60万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $554.44万 | 0.19% | 8,127 | -349 | -4.1% | -$23.81万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $568.48万 | 0.20% | 338,985 | 14,789 | 4.6% | $24.80万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $574.37万 | 0.20% | 45,610 | -1,199 | -2.6% | -$15.10万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $581.38万 | 0.20% | 41,715 | -148 | -0.4% | -$2.06万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $581.84万 | 0.20% | 12,562 | -59 | -0.5% | -$2.73万 | 减仓 |
| EFA | ISHARES TR | $582.27万 | 0.20% | 59,947 | 5,471 | 10.0% | $53.14万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $584.45万 | 0.21% | 409,280 | 16,696 | 4.3% | $23.84万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $603.07万 | 0.21% | 49,118 | 1,726 | 3.6% | $21.19万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $614.93万 | 0.22% | 256,434 | 16,895 | 7.1% | $40.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $618.79万 | 0.22% | 38,597 | 3,112 | 8.8% | $49.89万 | 加仓 |
| GEV | GE VERNOVA INC | $619.22万 | 0.22% | 7,094 | 193 | 2.8% | $16.85万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $633.03万 | 0.22% | 79,857 | -12,479 | -13.5% | -$98.92万 | 减仓 |
| IWM | ISHARES TR | $636.29万 | 0.22% | 25,657 | 8,583 | 50.3% | $212.86万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $658.15万 | 0.23% | 308,412 | -10,794 | -3.4% | -$23.03万 | 减仓 |
| IQLT | ISHARES TR | $660.97万 | 0.23% | 142,974 | -3,630 | -2.5% | -$16.78万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $672.69万 | 0.24% | 105,125 | 4,899 | 4.9% | $31.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $676.00万 | 0.24% | 31,419 | -567 | -1.8% | -$12.20万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $678.51万 | 0.24% | 233,327 | 1,149 | 0.5% | $3.34万 | 加仓 |
| GE | GE AEROSPACE | $691.94万 | 0.24% | 24,384 | -833 | -3.3% | -$23.64万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $694.88万 | 0.24% | 153,802 | 17,612 | 12.9% | $79.57万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $697.78万 | 0.25% | 208,107 | 9,115 | 4.6% | $30.56万 | 加仓 |
| IJR | ISHARES TR | $725.32万 | 0.25% | 58,352 | 2,255 | 4.0% | $28.03万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $726.01万 | 0.25% | 293,635 | -1,022 | -0.3% | -$2.53万 | 减仓 |
| DE | DEERE & CO | $732.87万 | 0.26% | 13,010 | -338 | -2.5% | -$19.04万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $745.98万 | 0.26% | 240,950 | -119 | -0.0% | -$3,684 | 减仓 |
| UNP | UNION PAC CORP | $753.23万 | 0.26% | 31,046 | 1,471 | 5.0% | $35.69万 | 加仓 |
| IGM | ISHARES TR | $760.06万 | 0.27% | 64,135 | -85 | -0.1% | -$1.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $762.51万 | 0.27% | 16,900 | 16,900 | — | $762.51万 | 新建仓 |
| NFLX | NETFLIX INC. | $763.83万 | 0.27% | 79,441 | -7,479 | -8.6% | -$71.91万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $796.98万 | 0.28% | 96,312 | 1,324 | 1.4% | $10.96万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $800.26万 | 0.28% | 54,541 | 25,952 | 90.8% | $380.79万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $809.48万 | 0.28% | 82,676 | -11,872 | -12.6% | -$116.24万 | 减仓 |
| ORCL | ORACLE CORP | $813.48万 | 0.29% | 55,297 | -5,185 | -8.6% | -$76.28万 | 减仓 |
| ASML | ASML HLDG NV | $822.47万 | 0.29% | 6,227 | 1,278 | 25.8% | $168.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $829.31万 | 0.29% | 57,416 | 101 | 0.2% | $1.46万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $839.84万 | 0.29% | 16,808 | -432 | -2.5% | -$21.59万 | 减仓 |
| MRK | MERCK & CO INC | $861.92万 | 0.30% | 71,654 | -1,093 | -1.5% | -$13.15万 | 减仓 |
| TFLO | ISHARES TR | $864.10万 | 0.30% | 170,670 | 9,900 | 6.2% | $50.12万 | 加仓 |
| PEP | PEPSICO INC | $869.22万 | 0.31% | 55,974 | -208 | -0.4% | -$3.23万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $890.92万 | 0.31% | 162,458 | 25,889 | 19.0% | $141.98万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $896.96万 | 0.31% | 131,365 | 125,259 | 2,051.4% | $855.27万 | 加仓 |
| V | VISA INC | $904.82万 | 0.32% | 29,937 | -825 | -2.7% | -$24.93万 | 减仓 |
| BIL | SPDR SERIES TRUST | $937.54万 | 0.33% | 102,307 | 23,137 | 29.2% | $212.03万 | 加仓 |
| SOXX | ISHARES TR | $944.33万 | 0.33% | 28,733 | -1,363 | -4.5% | -$44.80万 | 减仓 |
| XFIV | BONDBLOXX ETF TRUST | $962.89万 | 0.34% | 195,869 | 8,976 | 4.8% | $44.13万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $994.38万 | 0.35% | 150,004 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $998.89万 | 0.35% | 90,487 | 4,140 | 4.8% | $45.70万 | 加仓 |
| IWR | ISHARES TR | $1,027.08万 | 0.36% | 105,634 | 79,026 | 297.0% | $768.37万 | 加仓 |
| RTX | RTX CORPORATION | $1,054.49万 | 0.37% | 54,674 | -1,022 | -1.8% | -$19.71万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,120.04万 | 0.39% | 147,335 | -16,773 | -10.2% | -$127.51万 | 减仓 |
| HD | HOME DEPOT INC | $1,150.49万 | 0.40% | 34,981 | -1,735 | -4.7% | -$57.06万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,181.80万 | 0.41% | 470,835 | 3,594 | 0.8% | $9.02万 | 加仓 |
| AUSF | GLOBAL X FDS | $1,211.14万 | 0.43% | 250,494 | -39,463 | -13.6% | -$190.80万 | 减仓 |
| GDX | VANECK ETF TRUST | $1,211.87万 | 0.43% | 132,055 | -668 | -0.5% | -$6.13万 | 减仓 |
| LLY | ELI LILLY & CO | $1,272.57万 | 0.45% | 13,836 | 18 | 0.1% | $1.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,305.03万 | 0.46% | 53,785 | 1,150 | 2.2% | $27.90万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,326.28万 | 0.47% | 392,738 | 8,596 | 2.2% | $29.03万 | 加仓 |
| IEFA | ISHARES TR | $1,341.99万 | 0.47% | 148,237 | 12,351 | 9.1% | $111.81万 | 加仓 |
| DGRO | ISHARES TR | $1,355.02万 | 0.48% | 193,078 | 4,285 | 2.3% | $30.07万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,376.56万 | 0.48% | 56,350 | 3,448 | 6.5% | $84.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,378.93万 | 0.48% | 180,158 | -6,942 | -3.7% | -$53.13万 | 减仓 |
| KLAC | KLA CORP | $1,392.38万 | 0.49% | 9,456 | -122 | -1.3% | -$17.96万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,398.56万 | 0.49% | 205,248 | 23,690 | 13.0% | $161.42万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,421.25万 | 0.50% | 31,500 | 31,500 | — | $1,421.25万 | 新建仓 |
| IJH | ISHARES TR | $1,436.90万 | 0.50% | 212,780 | 1,067 | 0.5% | $7.21万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,444.62万 | 0.51% | 255,324 | 1,934 | 0.8% | $10.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,455.11万 | 0.51% | 587,923 | 10,975 | 1.9% | $27.16万 | 加仓 |
| SHOP | SHOPIFY INC | $1,468.87万 | 0.52% | 123,830 | -13,251 | -9.7% | -$157.18万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,561.38万 | 0.55% | 33,870 | -143 | -0.4% | -$6.59万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,607.43万 | 0.56% | 77,691 | -7 | -0.0% | -$1,448 | 减仓 |