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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1,621.90万 | 0.57% | 48,008 | 41,211 | 606.3% | $1,392.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,623.43万 | 0.57% | 79,803 | 17,000 | 27.1% | $345.83万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,650.08万 | 0.58% | 75,953 | 2,176 | 2.9% | $47.27万 | 加仓 |
| ABBV | ABBVIE INC | $1,661.71万 | 0.58% | 76,404 | 1,206 | 1.6% | $26.23万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,765.98万 | 0.62% | 55,047 | 484 | 0.9% | $15.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,799.83万 | 0.63% | 18,063 | -347 | -1.9% | -$34.58万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,896.87万 | 0.67% | 138,276 | 9,065 | 7.0% | $124.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,909.82万 | 0.67% | 130,559 | -3,698 | -2.8% | -$54.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,957.82万 | 0.69% | 32,764 | 2,973 | 10.0% | $177.65万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,044.98万 | 0.72% | 277,700 | 5,639 | 2.1% | $41.53万 | 加仓 |
| WMT | WALMART INC | $2,161.84万 | 0.76% | 173,985 | 8,923 | 5.4% | $110.87万 | 加仓 |
| SMTH | ALPS ETF TR | $2,202.75万 | 0.77% | 855,270 | 23,052 | 2.8% | $59.37万 | 加仓 |
| CAT | CATERPILLAR INC | $2,322.05万 | 0.82% | 32,776 | -3,502 | -9.7% | -$248.10万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,552.58万 | 0.90% | 876,273 | 22,271 | 2.6% | $64.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,599.48万 | 0.91% | 132,533 | 3,069 | 2.4% | $60.19万 | 加仓 |
| TSLA | TESLA INC | $2,646.66万 | 0.93% | 71,195 | -820 | -1.1% | -$30.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,758.34万 | 0.97% | 81,620 | 15,646 | 23.7% | $528.75万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,768.87万 | 0.97% | 246,978 | 313 | 0.1% | $3.51万 | 加仓 |
| GOOG | ALPHABET INC | $2,769.46万 | 0.97% | 96,544 | -4,072 | -4.0% | -$116.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,861.41万 | 1.00% | 65,289 | -1,161 | -1.7% | -$50.88万 | 减仓 |
| IVV | ISHARES TR | $2,972.55万 | 1.04% | 45,451 | -175 | -0.4% | -$11.45万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,652.54万 | 1.28% | 76,222 | 4,477 | 6.2% | $214.54万 | 加仓 |
| GLD | SPDR GOLD TR | $3,674.18万 | 1.29% | 85,389 | 12,679 | 17.4% | $545.56万 | 加仓 |
| META | META PLATFORMS INC | $3,755.75万 | 1.32% | 65,645 | 2,873 | 4.6% | $164.37万 | 加仓 |
| AVGO | BROADCOM INC | $4,111.46万 | 1.44% | 132,838 | 208 | 0.2% | $6.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,679.88万 | 1.99% | 193,088 | -3,850 | -2.0% | -$113.25万 | 减仓 |
| GOOGL | ALPHABET INC | $5,766.12万 | 2.02% | 200,519 | -10,917 | -5.2% | -$313.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,266.23万 | 2.20% | 169,280 | -1,668 | -1.0% | -$61.74万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,555.59万 | 2.30% | 100,803 | 5,616 | 5.9% | $365.23万 | 加仓 |
| AMZN | AMAZON COM INC | $7,636.67万 | 2.68% | 366,672 | -17,138 | -4.5% | -$356.93万 | 减仓 |
| QQQ | INVESCO QQQ TR | $9,642.26万 | 3.39% | 167,058 | 4,600 | 2.8% | $265.50万 | 加仓 |
| AAPL | APPLE INC | $1.07亿 | 3.77% | 422,545 | -6,260 | -1.5% | -$158.87万 | 减仓 |
| — | EXXON MOBIL CORP | $1.16亿 | 4.08% | 684,549 | 8,028 | 1.2% | $136.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.37亿 | 4.82% | 786,947 | -15,131 | -1.9% | -$263.88万 | 减仓 |