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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $668.61万 | 0.21% | 12,799 | 237 | 1.9% | $12.38万 | 加仓 |
| ORCL | ORACLE CORP | $667.50万 | 0.21% | 45,548 | -9,749 | -17.6% | -$142.87万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $664.51万 | 0.20% | 314,635 | 6,223 | 2.0% | $13.14万 | 加仓 |
| RDDT | REDDIT INC | $661.77万 | 0.20% | 38,125 | -644 | -1.7% | -$11.18万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $659.53万 | 0.20% | 337,010 | -1,975 | -0.6% | -$3.87万 | 减仓 |
| VB | VANGUARD INDEX FDS | $625.01万 | 0.19% | 21,526 | -248 | -1.1% | -$7.20万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $624.14万 | 0.19% | 55,677 | 1,796 | 3.3% | $20.13万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $619.27万 | 0.19% | 20,440 | -404 | -1.9% | -$12.24万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $617.98万 | 0.19% | 254,210 | -2,224 | -0.9% | -$5.41万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $617.23万 | 0.19% | 177,315 | 4,071 | 2.3% | $14.17万 | 加仓 |
| NFLX | NETFLIX INC. | $615.89万 | 0.19% | 86,259 | 6,818 | 8.6% | $48.68万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $614.72万 | 0.19% | 77,783 | -2,074 | -2.6% | -$16.39万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $598.73万 | 0.18% | 187,278 | -20,829 | -10.0% | -$66.59万 | 减仓 |
| EFA | ISHARES TR | $598.49万 | 0.18% | 57,614 | -2,333 | -3.9% | -$24.24万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $564.80万 | 0.17% | 35,745 | 560 | 1.6% | $8.85万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $564.50万 | 0.17% | 108,809 | 7,612 | 7.5% | $39.49万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $563.00万 | 0.17% | 13,546 | -791 | -5.5% | -$32.88万 | 减仓 |
| IGSB | ISHARES TR | $543.74万 | 0.17% | 103,747 | -983 | -0.9% | -$5.15万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $539.18万 | 0.17% | 22,028 | 4 | 0.0% | $979 | 加仓 |
| SO | SOUTHERN CO | $535.60万 | 0.17% | 55,960 | 1,983 | 3.7% | $18.98万 | 加仓 |
| IYW | ISHARES TR | $530.99万 | 0.16% | 21,052 | 1,741 | 9.0% | $43.91万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $529.54万 | 0.16% | 10,310 | -6,498 | -38.7% | -$333.75万 | 减仓 |
| DHI | D R HORTON INC | $528.41万 | 0.16% | 32,442 | -1,360 | -4.0% | -$22.15万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $525.74万 | 0.16% | 129,539 | 4,397 | 3.5% | $17.85万 | 加仓 |
| AMGN | AMGEN INC | $519.24万 | 0.16% | 14,339 | -184 | -1.3% | -$6.66万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $519.24万 | 0.16% | 154,811 | 179 | 0.1% | $6,004 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $517.79万 | 0.16% | 44,756 | -840 | -1.8% | -$9.72万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $516.60万 | 0.16% | 40,890 | -825 | -2.0% | -$10.42万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $516.36万 | 0.16% | 373,362 | -35,918 | -8.8% | -$49.67万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $515.46万 | 0.16% | 107,983 | 46,417 | 75.4% | $221.57万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $510.25万 | 0.16% | 118,278 | -1,626 | -1.4% | -$7.01万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $510.19万 | 0.16% | 32,708 | 378 | 1.2% | $5.90万 | 加仓 |
| PAVE | GLOBAL X FDS | $502.79万 | 0.15% | 85,334 | 10,501 | 14.0% | $61.87万 | 加仓 |
| MS | MORGAN STANLEY | $501.71万 | 0.15% | 24,001 | 437 | 1.9% | $9.13万 | 加仓 |
| EMR | EMERSON ELEC CO | $491.83万 | 0.15% | 34,358 | -1,785 | -4.9% | -$25.55万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $484.53万 | 0.15% | 65,610 | 65,610 | — | $484.53万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $470.13万 | 0.14% | 253,713 | 27,736 | 12.3% | $51.39万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $469.44万 | 0.14% | 27,475 | 27,475 | — | $469.44万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $462.53万 | 0.14% | 60,956 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $460.14万 | 0.14% | 156,349 | 5,695 | 3.8% | $16.76万 | 加仓 |
| FE | FIRSTENERGY CORP | $453.33万 | 0.14% | 95,358 | -8,836 | -8.5% | -$42.01万 | 减仓 |
| EEM | ISHARES TR | $452.44万 | 0.14% | 66,136 | -2,948 | -4.3% | -$20.17万 | 减仓 |
| XME | SPDR SERIES TRUST | $449.80万 | 0.14% | 42,065 | 1,227 | 3.0% | $13.12万 | 加仓 |
| ING | ING GROEP N.V. | $442.89万 | 0.14% | 141,139 | -2,559 | -1.8% | -$8.03万 | 减仓 |
| SHOP | SHOPIFY INC | $442.64万 | 0.14% | 38,767 | -85,063 | -68.7% | -$971.25万 | 减仓 |
| FRDM | EA SERIES TRUST | $442.41万 | 0.14% | 60,688 | 33,423 | 122.6% | $243.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $438.68万 | 0.14% | 98,892 | -1,503 | -1.5% | -$6.67万 | 减仓 |
| TFLO | ISHARES TR | $436.78万 | 0.13% | 86,268 | -84,402 | -49.5% | -$427.33万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $435.33万 | 0.13% | 86,067 | -603 | -0.7% | -$3.05万 | 减仓 |
| IEF | ISHARES TR | $432.90万 | 0.13% | 45,773 | -1,746 | -3.7% | -$16.51万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $432.66万 | 0.13% | 10,028 | 8,139 | 430.9% | $351.16万 | 加仓 |
| DON | WISDOMTREE TR | $431.98万 | 0.13% | 76,429 | -6,767 | -8.1% | -$38.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $431.59万 | 0.13% | 136,105 | 3,850 | 2.9% | $12.21万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $430.98万 | 0.13% | 81,285 | -931 | -1.1% | -$4.94万 | 减仓 |
| KO | COCA COLA CO | $428.75万 | 0.13% | 52,757 | 7,333 | 16.1% | $59.59万 | 加仓 |
| CRM | SALESFORCE INC | $428.24万 | 0.13% | 27,336 | -440 | -1.6% | -$6.89万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $426.84万 | 0.13% | 92,509 | -348 | -0.4% | -$1.61万 | 减仓 |
| DGT | SPDR SERIES TRUST | $424.91万 | 0.13% | 22,994 | 653 | 2.9% | $12.07万 | 加仓 |
| C | CITIGROUP INC | $420.08万 | 0.13% | 30,014 | 266 | 0.9% | $3.72万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $419.07万 | 0.13% | 45,506 | 1,960 | 4.5% | $18.05万 | 加仓 |
| D | DOMINION ENERGY INC | $414.91万 | 0.13% | 60,758 | 40,366 | 198.0% | $275.66万 | 加仓 |
| IREN | IREN LIMITED | $413.36万 | 0.13% | 90,391 | -3,371 | -3.6% | -$15.42万 | 减仓 |
| — | NEXTERA ENERGY INC | $412.25万 | 0.13% | 77,579 | -3,826 | -4.7% | -$20.33万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $411.45万 | 0.13% | 42,668 | 29,801 | 231.6% | $287.37万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $404.97万 | 0.12% | 12,095 | 394 | 3.4% | $13.19万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $403.71万 | 0.12% | 58,781 | 949 | 1.6% | $6.52万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $397.95万 | 0.12% | 7,814 | -313 | -3.9% | -$15.94万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $392.89万 | 0.12% | 83,239 | 1,155 | 1.4% | $5.45万 | 加仓 |
| IWF | ISHARES TR | $388.52万 | 0.12% | 31,049 | -2,235 | -6.7% | -$27.97万 | 减仓 |
| XSVN | BONDBLOXX ETF TRUST | $381.79万 | 0.12% | 80,769 | 7,773 | 10.6% | $36.74万 | 加仓 |
| XTRE | BONDBLOXX ETF TRUST | $372.55万 | 0.11% | 75,984 | 2,238 | 3.0% | $10.97万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $371.98万 | 0.11% | 119,609 | 7 | 0.0% | $218 | 加仓 |
| SHV | ISHARES TR | $370.26万 | 0.11% | 33,553 | -56,934 | -62.9% | -$628.27万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $366.08万 | 0.11% | 20,385 | -424 | -2.0% | -$7.61万 | 减仓 |
| MUB | ISHARES TR | $362.65万 | 0.11% | 33,697 | 17,229 | 104.6% | $185.42万 | 加仓 |
| CSCO | CISCO SYS INC | $360.43万 | 0.11% | 31,004 | 3,644 | 13.3% | $42.36万 | 加仓 |
| NET | CLOUDFLARE INC | $359.95万 | 0.11% | 14,675 | -2,607 | -15.1% | -$63.94万 | 减仓 |
| HYG | ISHARES TR | $359.82万 | 0.11% | 44,994 | 1,605 | 3.7% | $12.84万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $349.00万 | 0.11% | 31,354 | -950 | -2.9% | -$10.57万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $346.15万 | 0.11% | 41,331 | -2,180 | -5.0% | -$18.26万 | 减仓 |
| VO | VANGUARD INDEX FDS | $346.08万 | 0.11% | 42,954 | -5,618 | -11.6% | -$45.26万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $345.59万 | 0.11% | 44,352 | -466 | -1.0% | -$3.63万 | 减仓 |
| APH | AMPHENOL CORP | $342.05万 | 0.11% | 19,399 | -3,850 | -16.6% | -$67.88万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $334.93万 | 0.10% | 26,460 | 1,112 | 4.4% | $14.08万 | 加仓 |
| GRNY | TIDAL TRUST I | $332.09万 | 0.10% | 120,104 | -7,557 | -5.9% | -$20.90万 | 减仓 |
| TLT | ISHARES TR | $330.98万 | 0.10% | 38,296 | -1,406 | -3.5% | -$12.15万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $329.64万 | 0.10% | 4,687 | -192 | -3.9% | -$13.50万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $326.84万 | 0.10% | 27,863 | 2,366 | 9.3% | $27.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $324.59万 | 0.10% | 54,598 | 5,027 | 10.1% | $29.89万 | 加仓 |
| IWP | ISHARES TR | $320.48万 | 0.10% | 21,889 | 625 | 2.9% | $9.15万 | 加仓 |
| SDOG | ALPS ETF TR | $317.25万 | 0.10% | 46,505 | -630 | -1.3% | -$4.30万 | 减仓 |
| QLD | PROSHARES TR | $310.81万 | 0.10% | 32,122 | 3,879 | 13.7% | $37.53万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $306.79万 | 0.09% | 62,254 | 136 | 0.2% | $6,702 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $304.61万 | 0.09% | 52,891 | -2,243 | -4.1% | -$12.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $303.48万 | 0.09% | 25,391 | 551 | 2.2% | $6.59万 | 加仓 |
| PFF | ISHARES TR | $303.28万 | 0.09% | 99,469 | 32,178 | 47.8% | $98.11万 | 加仓 |
| SSO | PROSHARES TR | $294.95万 | 0.09% | 43,774 | 9,223 | 26.7% | $62.15万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $294.20万 | 0.09% | 2,909 | 224 | 8.3% | $22.65万 | 加仓 |
| LOW | LOWES COS INC | $291.32万 | 0.09% | 13,212 | 1,415 | 12.0% | $31.20万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $290.01万 | 0.09% | 13,630 | -4,663 | -25.5% | -$99.21万 | 减仓 |