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 |
|---|---|---|---|---|---|---|---|---|
| FISV | FISERV INC | $251.32万 | 0.09% | 45,040 | -8,115 | -15.3% | -$45.28万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $249.72万 | 0.09% | 26,499 | 4,815 | 22.2% | $45.38万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $241.77万 | 0.08% | 61,566 | 61,566 | — | $241.77万 | 新建仓 |
| IOO | ISHARES TR | $241.43万 | 0.08% | 19,958 | -395 | -1.9% | -$4.78万 | 减仓 |
| GOVT | ISHARES TR | $241.22万 | 0.08% | 105,288 | 19,630 | 22.9% | $44.97万 | 加仓 |
| QUAL | ISHARES TR | $240.49万 | 0.08% | 12,538 | 653 | 5.5% | $12.53万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $239.75万 | 0.08% | 2,678 | 627 | 30.6% | $56.13万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $238.65万 | 0.08% | 14,402 | 346 | 2.5% | $5.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $237.65万 | 0.08% | 14,373 | -817 | -5.4% | -$13.51万 | 减仓 |
| BA | BOEING CO | $236.73万 | 0.08% | 11,894 | -255 | -2.1% | -$5.08万 | 减仓 |
| EQH | EQUITABLE HLDGS INC | $235.99万 | 0.08% | 63,592 | -877 | -1.4% | -$3.25万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $234.07万 | 0.08% | 60,925 | -537 | -0.9% | -$2.06万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $232.02万 | 0.08% | 23,584 | 11,071 | 88.5% | $108.92万 | 加仓 |
| BAC | BANK AMERICA CORP | $231.75万 | 0.08% | 47,539 | -17,222 | -26.6% | -$83.96万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $229.53万 | 0.08% | 47,102 | 47,102 | — | $229.53万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $227.17万 | 0.08% | 2,685 | 166 | 6.6% | $14.04万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $222.62万 | 0.08% | 62,869 | 16,419 | 35.3% | $58.14万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $222.09万 | 0.08% | 37,034 | 887 | 2.5% | $5.32万 | 加仓 |
| WFC | WELLS FARGO & CO | $221.25万 | 0.08% | 27,792 | 14,336 | 106.5% | $114.13万 | 加仓 |
| MCD | MCDONALDS CORP | $220.72万 | 0.08% | 7,102 | -555 | -7.2% | -$17.25万 | 减仓 |
| T | AT&T INC | $219.54万 | 0.08% | 75,729 | 1,612 | 2.2% | $4.67万 | 加仓 |
| VGT | VANGUARD WORLD FD | $216.61万 | 0.08% | 3,105 | -26 | -0.8% | -$1.81万 | 减仓 |
| IBDU | ISHARES TR | $214.02万 | 0.08% | 92,010 | 4,699 | 5.4% | $10.93万 | 加仓 |
| CSCO | CISCO SYS INC | $212.15万 | 0.07% | 27,360 | 2,267 | 9.0% | $17.58万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $211.95万 | 0.07% | 45,699 | -76 | -0.2% | -$3,525 | 减仓 |
| SUB | ISHARES TR | $210.81万 | 0.07% | 19,794 | -45 | -0.2% | -$4,792 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $208.56万 | 0.07% | 53,532 | 22,142 | 70.5% | $86.26万 | 加仓 |
| IBDV | ISHARES TR | $208.07万 | 0.07% | 95,051 | 3,931 | 4.3% | $8.60万 | 加仓 |
| IWS | ISHARES TR | $206.92万 | 0.07% | 14,198 | 3,799 | 36.5% | $55.37万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $204.91万 | 0.07% | 7,926 | -12,883 | -61.9% | -$333.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $204.49万 | 0.07% | 6,760 | 327 | 5.1% | $9.89万 | 加仓 |
| PFF | ISHARES TR | $204.03万 | 0.07% | 67,291 | 34,403 | 104.6% | $104.31万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $195.20万 | 0.07% | 58,497 | -628 | -1.1% | -$2.10万 | 减仓 |
| FAST | FASTENAL CO | $193.71万 | 0.07% | 41,747 | 180 | 0.4% | $8,352 | 加仓 |
| AGG | ISHARES TR | $191.78万 | 0.07% | 19,318 | -5,179 | -21.1% | -$51.41万 | 减仓 |
| IEV | ISHARES TR | $191.41万 | 0.07% | 28,174 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $188.95万 | 0.07% | 8,223 | 93 | 1.1% | $2.14万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $187.97万 | 0.07% | 91,070 | 26,489 | 41.0% | $54.67万 | 加仓 |
| ETN | EATON CORP PLC | $186.97万 | 0.07% | 5,228 | -1,132 | -17.8% | -$40.48万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $181.68万 | 0.06% | 6,538 | -307 | -4.5% | -$8.53万 | 减仓 |
| IJK | ISHARES TR | $181.51万 | 0.06% | 18,039 | -359 | -2.0% | -$3.61万 | 减仓 |
| ITB | ISHARES TR | $180.74万 | 0.06% | 19,960 | 1,396 | 7.5% | $12.64万 | 加仓 |
| SMLF | ISHARES TR | $180.43万 | 0.06% | 23,901 | 23,901 | — | $180.43万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $180.00万 | 0.06% | 21,956 | 1,876 | 9.3% | $15.38万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $179.76万 | 0.06% | 13,109 | 13,109 | — | $179.76万 | 新建仓 |
| SSO | PROSHARES TR | $179.25万 | 0.06% | 34,551 | 727 | 2.1% | $3.77万 | 加仓 |
| MCK | MCKESSON CORP | $177.42万 | 0.06% | 2,050 | 479 | 30.5% | $41.46万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $176.75万 | 0.06% | 34,036 | 27,526 | 422.8% | $142.94万 | 加仓 |
| VDE | VANGUARD WORLD FD | $175.51万 | 0.06% | 10,143 | -45 | -0.4% | -$7,787 | 减仓 |
| MUB | ISHARES TR | $174.81万 | 0.06% | 16,468 | -25 | -0.2% | -$2,654 | 减仓 |
| IWY | ISHARES TR | $173.92万 | 0.06% | 6,989 | -54 | -0.8% | -$1.34万 | 减仓 |
| IBDW | ISHARES TR | $173.28万 | 0.06% | 82,792 | 10,734 | 14.9% | $22.47万 | 加仓 |
| QLD | PROSHARES TR | $172.28万 | 0.06% | 28,243 | 2,023 | 7.7% | $12.34万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $171.61万 | 0.06% | 57,569 | -110 | -0.2% | -$3,279 | 减仓 |
| EMXC | ISHARES INC | $171.34万 | 0.06% | 21,782 | -4,415 | -16.9% | -$34.73万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $170.82万 | 0.06% | 62,501 | 19,799 | 46.4% | $54.11万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $169.77万 | 0.06% | 33,927 | 6,374 | 23.1% | $31.90万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $169.23万 | 0.06% | 14,265 | -409 | -2.8% | -$4.85万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $169.19万 | 0.06% | 21,941 | 80 | 0.4% | $6,169 | 加仓 |
| AAUA | EA SERIES TRUST | $169.18万 | 0.06% | 34,568 | 34,568 | — | $169.18万 | 新建仓 |
| IWB | ISHARES TR | $166.16万 | 0.06% | 4,660 | 4 | 0.1% | $1,426 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $163.03万 | 0.06% | 387 | -158 | -29.0% | -$66.56万 | 减仓 |
| DAL | DELTA AIR LINES INC | $162.34万 | 0.06% | 24,375 | 1,257 | 5.4% | $8.37万 | 加仓 |
| DVY | ISHARES TR | $159.89万 | 0.06% | 10,560 | -221 | -2.0% | -$3.35万 | 减仓 |
| KR | KROGER CO | $158.65万 | 0.06% | 21,926 | 1,038 | 5.0% | $7.51万 | 加仓 |
| IWO | ISHARES TR | $158.06万 | 0.06% | 5,037 | 151 | 3.1% | $4.74万 | 加仓 |
| COWZ | PACER FDS TR | $157.61万 | 0.06% | 25,193 | 3,197 | 14.5% | $20.00万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $156.15万 | 0.05% | 34,205 | -663 | -1.9% | -$3.03万 | 减仓 |
| — | SPDR GOLD TR 看跌期权 | $154.90万 | 0.05% | 3,600 | 3,600 | — | $154.90万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $154.29万 | 0.05% | 4,199 | 49 | 1.2% | $1.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $153.92万 | 0.05% | 14,992 | 657 | 4.6% | $6.75万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $152.06万 | 0.05% | 12,152 | -5,184 | -29.9% | -$64.87万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $151.01万 | 0.05% | 26,643 | 624 | 2.4% | $3.54万 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $149.56万 | 0.05% | 14,920 | 5,446 | 57.5% | $54.59万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $149.37万 | 0.05% | 4,567 | 33 | 0.7% | $1.08万 | 加仓 |
| FRDM | EA SERIES TRUST | $149.00万 | 0.05% | 27,265 | 27,265 | — | $149.00万 | 新建仓 |
| IWN | ISHARES TR | $148.75万 | 0.05% | 7,846 | -836 | -9.6% | -$15.85万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $148.08万 | 0.05% | 29,921 | 5,386 | 22.0% | $26.66万 | 加仓 |
| JHPI | JOHN HANCOCK EXCHANGE TRADED | $145.84万 | 0.05% | 64,589 | 724 | 1.1% | $1.63万 | 加仓 |
| — | HONEYWELL INTL INC | $145.62万 | 0.05% | 6,442 | 364 | 6.0% | $8.23万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $145.31万 | 0.05% | 6,983 | 89 | 1.3% | $1.85万 | 加仓 |
| IEMG | ISHARES INC | $145.09万 | 0.05% | 20,802 | 3,904 | 23.1% | $27.23万 | 加仓 |
| AZN | ASTRAZENECA PLC | $144.99万 | 0.05% | 7,403 | 7,403 | — | $144.99万 | 新建仓 |
| TFC | TRUIST FINL CORP | $144.93万 | 0.05% | 31,528 | 2,149 | 7.3% | $9.88万 | 加仓 |
| DIS | DISNEY WALT CO | $144.23万 | 0.05% | 14,965 | -937 | -5.9% | -$9.03万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $144.14万 | 0.05% | 64,519 | -3,833 | -5.6% | -$8.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $143.84万 | 0.05% | 16,055 | 453 | 2.9% | $4.06万 | 加仓 |
| QCOM | QUALCOMM INC | $143.71万 | 0.05% | 10,960 | -961 | -8.1% | -$12.60万 | 减仓 |
| NOBL | PROSHARES TR | $142.96万 | 0.05% | 13,486 | 1,182 | 9.6% | $12.53万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $141.52万 | 0.05% | 12,811 | 614 | 5.0% | $6.78万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $140.94万 | 0.05% | 22,042 | 1,200 | 5.8% | $7.67万 | 加仓 |
| APP | APPLOVIN CORP | $140.53万 | 0.05% | 3,531 | -64 | -1.8% | -$2.55万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $140.34万 | 0.05% | 28,000 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $140.16万 | 0.05% | 10,523 | 10,523 | — | $140.16万 | 新建仓 |
| IXN | ISHARES TR | $138.77万 | 0.05% | 13,881 | -1,869 | -11.9% | -$18.68万 | 减仓 |
| ET | ENERGY TRANSFER L P | $138.69万 | 0.05% | 71,859 | -3,666 | -4.9% | -$7.08万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $138.12万 | 0.05% | 17,134 | -3,740 | -17.9% | -$30.15万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $138.02万 | 0.05% | 29,708 | 3,374 | 12.8% | $15.68万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $137.09万 | 0.05% | 4,536 | -104 | -2.2% | -$3.14万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $137.09万 | 0.05% | 53,801 | 633 | 1.2% | $1.61万 | 加仓 |