13F 机构持仓

Meridian Wealth Management, LLC

LEXINGTON KY · SEC CIK 0001697300

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$32.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 4.8%
EXXON MOBIL CO 4.1%
AAPL 3.8%
QQQ 3.4%
AMZN 2.7%
SPY 2.3%
MSFT 2.2%
GOOGL 2.0%
JPM 2.0%
AVGO 1.4%

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
NEE NEXTERA ENERGY INC $136.53万0.05%14,700 -712-4.6% -$6.61万 减仓
NVS NOVARTIS AG $136.40万0.05%8,929 1321.5% $2.02万 加仓
AEP AMERICAN ELEC PWR CO INC $136.19万0.05%10,390 2,32928.9% $30.53万 加仓
DBEF DBX ETF TR $136.07万0.05%27,545 1,7866.9% $8.82万 加仓
VV VANGUARD INDEX FDS $135.97万0.05%4,550 -158-3.4% -$4.72万 减仓
XLI SELECT SECTOR SPDR TR $135.63万0.05%8,386 1,72926.0% $27.96万 加仓
DIVO AMPLIFY ETF TR $135.61万0.05%30,236 -1,686-5.3% -$7.56万 减仓
SPYD SPDR SERIES TRUST $134.61万0.05%29,571 520.2% $2,367 加仓
VGSH VANGUARD SCOTTSDALE FDS $132.05万0.05%22,556 -148-0.7% -$8,664 减仓
PSA PUBLIC STORAGE OPER CO $131.50万0.05%4,854 921.9% $2.49万 加仓
ETV EATON VANCE TAX-MANAGED BUY- $131.26万0.05%96,023 7,5318.5% $10.29万 加仓
SPSM SPDR SERIES TRUST $128.93万0.05%26,683 2,68611.2% $12.98万 加仓
GD GENERAL DYNAMICS CORP $128.87万0.05%3,755 812.2% $2.78万 加仓
SILJ AMPLIFY ETF TR $128.24万0.05%43,150 43,150— $128.24万 新建仓
DIVI FRANKLIN TEMPLETON ETF TR $127.92万0.04%32,132 32,132— $127.92万 新建仓
BP BP PLC $127.28万0.04%27,080 2290.9% $1.08万 加仓
D DOMINION ENERGY INC $126.07万0.04%20,392 2,15211.8% $13.30万 加仓
SHLD GLOBAL X FDS $125.92万0.04%17,775 2,18714.0% $15.49万 加仓
IWD ISHARES TR $125.90万0.04%5,893 -47-0.8% -$1.00万 减仓
FNCL FIDELITY COVINGTON TRUST $123.66万0.04%17,615 -2,577-12.8% -$18.09万 减仓
CB CHUBB LTD SWITZ $123.04万0.04%3,775 45013.5% $14.67万 加仓
GLDM WORLD GOLD TR $122.06万0.04%13,169 -213-1.6% -$1.97万 减仓
PGR PROGRESSIVE CORP $121.82万0.04%6,145 -3,937-39.0% -$78.05万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $118.55万0.04%22,470 -319-1.4% -$1.68万 减仓
FDIS FIDELITY COVINGTON TRUST $117.72万0.04%12,622 1,97518.5% $18.42万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $117.62万0.04%47,447 5,14312.2% $12.75万 加仓
MO ALTRIA GROUP INC $117.31万0.04%17,844 2,31014.9% $15.19万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $116.17万0.04%11,725 00.0% — 不变
CASY CASEYS GEN STORES INC $115.88万0.04%1,592 734.8% $5.31万 加仓
TSCO TRACTOR SUPPLY CO $114.93万0.04%25,371 -4,902-16.2% -$22.21万 减仓
VNQ VANGUARD INDEX FDS $114.13万0.04%12,867 6365.2% $5.64万 加仓
BOXX EA SERIES TRUST $112.45万0.04%9,670 3,26651.0% $37.98万 加仓
TXN TEXAS INSTRS INC $112.27万0.04%5,783 20.0% $388 加仓
FXI ISHARES TR $111.98万0.04%31,193 31,193— $111.98万 新建仓
FBTC FIDELITY WISE ORIGIN BITCOIN $111.05万0.04%18,812 -2,353-11.1% -$13.89万 减仓
MPC MARATHON PETE CORP $110.95万0.04%4,544 -140-3.0% -$3.42万 减仓
XEVTX EATON VANCE TAX ADVT DIV INC $110.64万0.04%45,066 2670.6% $6,555 加仓
SYLD CAMBRIA ETF TR $110.26万0.04%14,621 1921.3% $1.45万 加仓
IPKW INVESCO EXCH TRADED FD TR II $109.23万0.04%19,414 19,414— $109.23万 新建仓
UBER UBER TECHNOLOGIES INC $108.48万0.04%15,081 6744.7% $4.85万 加仓
CM CANADIAN IMPERIAL BANK OF CO $108.34万0.04%11,434 -63-0.5% -$5,969 减仓
— EATON VANCE TAX MNGED BUY WR $108.00万0.04%74,893 2,8744.0% $4.14万 加仓
WPM WHEATON PRECIOUS METALS CORP $107.34万0.04%8,193 3154.0% $4.13万 加仓
ITOT ISHARES TR $106.78万0.04%7,497 290.4% $4,130 加仓
FCOM FIDELITY COVINGTON TRUST $105.92万0.04%15,549 7595.1% $5.17万 加仓
CAH CARDINAL HEALTH INC $105.59万0.04%4,997 2224.6% $4.69万 加仓
NOW SERVICENOW INC $104.74万0.04%10,019 -7,170-41.7% -$74.96万 减仓
SPAB SPDR SERIES TRUST $104.74万0.04%40,884 -21,155-34.1% -$54.20万 减仓
EFG ISHARES TR $104.61万0.04%9,393 -295-3.0% -$3.29万 减仓
SSD SIMPSON MFG INC $104.36万0.04%6,081 -403-6.2% -$6.92万 减仓
IAU ISHARES GOLD TR $103.88万0.04%11,783 2992.6% $2.64万 加仓
FHLC FIDELITY COVINGTON TRUST $103.85万0.04%14,759 1,48511.2% $10.45万 加仓
BSX BOSTON SCIENTIFIC CORP $103.75万0.04%16,534 1,98113.6% $12.43万 加仓
IBIT ISHARES BITCOIN TRUST ETF $102.87万0.04%26,775 1,6026.4% $6.15万 加仓
XLB SELECT SECTOR SPDR TR $101.42万0.04%20,379 1,2416.5% $6.18万 加仓
SHEL SHELL PLC $101.17万0.04%10,879 -479-4.2% -$4.45万 减仓
VXF VANGUARD INDEX FDS $100.74万0.04%4,895 891.9% $1.83万 加仓
— ALLSPRING EXCHANGE TRADED FU $100.47万0.04%35,998 17,16191.1% $47.90万 加仓
GDXJ VANECK ETF TRUST $99.67万0.03%8,303 3,26764.9% $39.22万 加仓
MMM 3M CO $98.75万0.03%6,800 3906.1% $5.66万 加仓
ADBE ADOBE INC $98.71万0.03%4,061 -91-2.2% -$2.21万 减仓
YUM YUM BRANDS INC $98.15万0.03%6,313 -368-5.5% -$5.72万 减仓
MDT MEDTRONIC PLC $97.84万0.03%11,291 7707.3% $6.67万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $97.77万0.03%36,010 7,83727.8% $21.28万 加仓
TWLO TWILIO INC $97.32万0.03%7,735 -73-0.9% -$9,185 减仓
— NVIDIA CORPORATION 看涨期权 $97.02万0.03%2,000 2,000— $97.02万 新建仓
SCHO SCHWAB STRATEGIC TR $96.83万0.03%39,897 30,971347.0% $75.17万 加仓
SOXL DIREXION SHARES ETF TRUST $95.24万0.03%19,879 -737-3.6% -$3.53万 减仓
URI UNITED RENTALS INC $94.99万0.03%1,304 10.1% $728 加仓
FIDU FIDELITY COVINGTON TRUST $94.37万0.03%10,907 -1,870-14.6% -$16.18万 减仓
MELI MERCADOLIBRE INC $94.19万0.03%545 387.5% $6.57万 加仓
CRWV COREWEAVE INC $93.81万0.03%12,109 3,24336.6% $25.12万 加仓
HGER HARBOR ETF TRUST $93.47万0.03%30,143 2,4869.0% $7.71万 加仓
F FORD MTR CO $92.71万0.03%80,335 8,46111.8% $9.76万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $92.14万0.03%38,953 00.0% — 不变
MGV VANGUARD WORLD FD $91.90万0.03%6,340 -9-0.1% -$1,305 减仓
GWW WW GRAINGER INC $90.90万0.03%833 638.2% $6.87万 加仓
IXUS ISHARES TR $90.88万0.03%10,489 420.4% $3,639 加仓
UPRO PROSHARES TR $90.50万0.03%9,332 9,332— $90.50万 新建仓
BSMQ INVESCO EXCH TRD SLF IDX FD $89.41万0.03%37,846 00.0% — 不变
BIV VANGUARD BD INDEX FDS $88.83万0.03%11,503 2362.1% $1.82万 加仓
SPSB SPDR SERIES TRUST $88.33万0.03%29,373 29,373— $88.33万 新建仓
LNG CHENIERE ENERGY INC $85.87万0.03%3,026 33512.4% $9.51万 加仓
SCCO SOUTHERN COPPER CORP $85.82万0.03%4,988 2084.4% $3.58万 加仓
IUSG ISHARES TR $85.39万0.03%5,505 941.7% $1.46万 加仓
SHY ISHARES TR $84.64万0.03%10,251 -5,009-32.8% -$41.36万 减仓
— ISHARES SILVER TR 看跌期权 $84.63万0.03%42,400 42,400— $84.63万 新建仓
XAR SPDR SERIES TRUST $83.84万0.03%3,301 -18-0.5% -$4,572 减仓
DVA DAVITA INC $83.08万0.03%5,406 220.4% $3,381 加仓
FLRN SPDR SERIES TRUST $82.99万0.03%26,964 1100.4% $3,385 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $82.96万0.03%9,175 8159.7% $7.37万 加仓
EME EMCOR GROUP INC $82.55万0.03%1,118 25129.0% $18.53万 加仓
ESGU ISHARES TR $81.33万0.03%5,751 -121-2.1% -$1.71万 减仓
VPU VANGUARD WORLD FD $81.10万0.03%4,093 -60-1.4% -$1.19万 减仓
ECL ECOLAB INC $80.40万0.03%3,022 -111-3.5% -$2.95万 减仓
HEFA ISHARES TR $80.36万0.03%18,910 -383-2.0% -$1.63万 减仓
PLD PROLOGIS INC. $79.86万0.03%6,041 68512.8% $9.06万 加仓
REMX VANECK ETF TRUST $79.69万0.03%9,055 1,55120.7% $13.65万 加仓
COP CONOCOPHILLIPS $79.60万0.03%6,030 220.4% $2,904 加仓
LULU LULULEMON ATHLETICA INC $79.42万0.03%5,188 -382-6.9% -$5.85万 减仓