13F 机构持仓

Meridian Wealth Management, LLC

LEXINGTON KY · SEC CIK 0001697300

2026Q22026Q1 更早 9 个季度 🔒
$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
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 4.5%
QQQ 3.9%
AAPL 3.8%
EXXON MOBIL CO 2.7%
AMZN 2.6%
SPY 2.4%
GOOGL 2.1%
JPM 2.0%
MSFT 1.9%
MU 1.7%

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
CRWV COREWEAVE INC $159.66万0.05%16,040 3,93132.5% $39.13万 加仓
NOBL PROSHARES TR $159.42万0.05%28,387 1,4155.2% $7.95万 加仓
AVLV AMERICAN CENTY ETF TR $158.39万0.05%17,366 2321.4% $2.12万 加仓
HGER HARBOR ETF TRUST $158.15万0.05%53,902 23,75978.8% $69.71万 加仓
PSA PUBLIC STORAGE $158.14万0.05%4,968 1142.3% $3.63万 加仓
SNDK SANDISK CORP $157.91万0.05%694 694— $157.91万 新建仓
XLI SELECT SECTOR SPDR TR $157.74万0.05%8,516 1301.6% $2.41万 加仓
WFC WELLS FARGO & CO $155.40万0.05%18,804 -8,988-32.3% -$74.28万 减仓
MCK MCKESSON CORP $154.37万0.05%2,043 -7-0.3% -$5,289 减仓
— ALLSPRING EXCHANGE TRADED FU $153.98万0.05%43,882 7,88421.9% $27.66万 加仓
ARM ARM HOLDINGS PLC $152.29万0.05%4,295 1,00330.5% $35.56万 加仓
DBEF DBX ETF TR $152.18万0.05%27,856 3111.1% $1.70万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $151.74万0.05%17,626 8,45192.1% $72.75万 加仓
IWD ISHARES TR $145.94万0.04%6,031 1382.3% $3.34万 加仓
PGR PROGRESSIVE CORP $144.86万0.04%6,631 4867.9% $10.62万 加仓
SPSM SPDR SERIES TRUST $143.22万0.04%24,834 -1,849-6.9% -$10.66万 减仓
ET ENERGY TRANSFER L P $142.96万0.04%74,768 2,9094.0% $5.56万 加仓
CGW INVESCO EXCH TRADED FD TR II $142.91万0.04%21,742 -300-1.4% -$1.97万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $142.61万0.04%25,250 -1,393-5.2% -$7.87万 减仓
URI UNITED RENTALS INC $142.42万0.04%1,257 -47-3.6% -$5.32万 减仓
DIVI FRANKLIN TEMPLETON ETF TR $141.54万0.04%33,131 9993.1% $4.27万 加仓
SPYD SPDR SERIES TRUST $140.27万0.04%29,401 -170-0.6% -$8,111 减仓
IBIT ISHARES BITCOIN TRUST ETF $138.80万0.04%41,694 14,91955.7% $49.67万 加仓
AZN ASTRAZENECA PLC $138.74万0.04%7,351 -52-0.7% -$9,814 减仓
RCL ROYAL CARIBBEAN GROUP $138.63万0.04%4,366 1,58256.8% $50.23万 加仓
SCMB SCHWAB STRATEGIC TR $136.29万0.04%52,784 -1,017-1.9% -$2.63万 减仓
ABT ABBOTT LABORATORIES $135.11万0.04%14,889 -103-0.7% -$9,346 减仓
JHPI JOHN HANCOCK EXCHANGE TRADED $134.81万0.04%59,387 -5,202-8.1% -$11.81万 减仓
— TEXAS CAPITAL FUNDS TRUST $133.48万0.04%13,319 -1,601-10.7% -$16.04万 减仓
VGSH VANGUARD SCOTTSDALE FDS $133.17万0.04%22,881 3251.4% $1.89万 加仓
— SPDR GOLD TR 看跌期权 $132.62万0.04%3,600 00.0% — 不变
FLMI FRANKLIN TEMPLETON ETF TR $132.23万0.04%52,533 5,08610.7% $12.80万 加仓
DIVO AMPLIFY ETF TR $131.86万0.04%28,853 -1,383-4.6% -$6.32万 减仓
MO ALTRIA GROUP INC $131.62万0.04%18,396 5523.1% $3.95万 加仓
CGCP CAPITAL GRP FIXED INCM ETF T $131.23万0.04%58,875 -5,644-8.7% -$12.58万 减仓
AEP AMERICAN ELEC PWR CO INC $131.01万0.04%9,576 -814-7.8% -$11.14万 减仓
CM CANADIAN IMPERIAL BANK OF CO $129.81万0.04%11,288 -146-1.3% -$1.68万 减仓
DIS DISNEY WALT CO $129.31万0.04%13,435 -1,530-10.2% -$14.73万 减仓
XEVTX EATON VANCE TAX ADVT DIV INC $127.71万0.04%46,138 1,0722.4% $2.97万 加仓
SSD SIMPSON MFG INC $127.31万0.04%6,081 00.0% — 不变
GD GENERAL DYNAMICS CORP $127.16万0.04%3,590 -165-4.4% -$5.84万 减仓
IBDT ISHARES TR $126.50万0.04%50,100 39,500372.6% $99.74万 加仓
COWZ PACER FDS TR $126.19万0.04%20,287 -4,906-19.5% -$30.52万 减仓
LIN LINDE PLC $126.06万0.04%2,429 97466.9% $50.55万 加仓
ITOT ISHARES TR $124.07万0.04%7,553 560.7% $9,199 加仓
— EATON VANCE TAX MNGED BUY WR $123.09万0.04%79,209 4,3165.8% $6.71万 加仓
TWLO TWILIO INC $121.86万0.04%5,906 -1,829-23.6% -$37.74万 减仓
RGTI RIGETTI COMPUTING INC $121.67万0.04%62,977 25,63568.6% $49.53万 加仓
SHLD GLOBAL X FDS $120.48万0.04%20,178 2,40313.5% $14.35万 加仓
DVA DAVITA INC $120.36万0.04%5,410 40.1% $890 加仓
CVS CVS HEALTH CORP $120.05万0.04%11,604 5625.1% $5.81万 加仓
KR KROGER CO $119.66万0.04%21,548 -378-1.7% -$2.10万 减仓
MELI MERCADOLIBRE INC $119.63万0.04%705 16029.4% $27.15万 加仓
VTEC VANGUARD CALIF TAX FREE FDS $117.95万0.04%11,725 00.0% — 不变
MPC MARATHON PETE CORP $116.93万0.04%4,574 300.7% $7,670 加仓
F FORD MTR CO $116.83万0.04%84,054 3,7194.6% $5.17万 加仓
VLUE ISHARES TR $116.24万0.04%5,817 2614.7% $5.22万 加仓
VV VANGUARD INDEX FDS $114.68万0.04%3,335 -1,215-26.7% -$41.78万 减仓
SYLD CAMBRIA ETF TR $113.82万0.04%14,391 -230-1.6% -$1.82万 减仓
EME EMCOR GROUP INC $112.62万0.03%1,357 23921.4% $19.83万 加仓
MGV VANGUARD WORLD FD $111.32万0.03%6,811 4717.4% $7.70万 加仓
EFG ISHARES TR $110.56万0.03%8,886 -507-5.4% -$6.31万 减仓
REMX VANECK ETF TRUST $110.03万0.03%12,432 3,37737.3% $29.89万 加仓
GWW WW GRAINGER INC $109.44万0.03%804 -29-3.5% -$3.95万 减仓
CAH CARDINAL HEALTH INC $108.96万0.03%4,586 -411-8.2% -$9.76万 减仓
NUE NUCOR CORP $108.75万0.03%4,882 1,17931.8% $26.26万 加仓
FISV FISERV INC $108.47万0.03%22,115 -22,925-50.9% -$112.45万 减仓
GLDM WORLD GOLD TR $106.54万0.03%13,414 2451.9% $1.95万 加仓
IUSG ISHARES TR $105.56万0.03%5,612 1071.9% $2.01万 加仓
SILJ AMPLIFY ETF TR $104.66万0.03%40,379 -2,771-6.4% -$7.18万 减仓
MMM 3M CO $103.58万0.03%6,397 -403-5.9% -$6.53万 减仓
DBMF LITMAN GREGORY FDS TR $103.48万0.03%33,805 11,34150.5% $34.71万 加仓
STM STMICROELECTRONICS N V $102.85万0.03%13,734 3,50934.3% $26.28万 加仓
XLB SELECT SECTOR SPDR TR $102.67万0.03%20,296 -83-0.4% -$4,198 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $102.47万0.03%37,301 1,2913.6% $3.55万 加仓
IXUS ISHARES TR $102.21万0.03%10,709 2202.1% $2.10万 加仓
HOOD ROBINHOOD MKTS INC $101.96万0.03%10,168 -535-5.0% -$5.36万 减仓
IMTM ISHARES TR $101.60万0.03%19,052 10,508123.0% $56.04万 加仓
BP BP PLC $101.57万0.03%27,488 4081.5% $1.51万 加仓
TER TERADYNE INC $100.49万0.03%2,077 884.4% $4.26万 加仓
IDEV ISHARES TR $99.68万0.03%11,199 3,86552.7% $34.40万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $99.44万0.03%21,845 -625-2.8% -$2.84万 减仓
VXF VANGUARD INDEX FDS $98.74万0.03%4,010 -885-18.1% -$21.79万 减仓
FXI ISHARES TR $98.29万0.03%31,114 -79-0.3% -$2,496 减仓
BKNG BOOKING HOLDINGS INC $98.08万0.03%5,502 -4,173-43.1% -$74.39万 减仓
SCHO SCHWAB STRATEGIC TR $97.07万0.03%40,211 3140.8% $7,580 加仓
STK COLUMBIA SELIGM PREM TECH GR $96.10万0.03%17,839 920.5% $4,956 加仓
WPM WHEATON PRECIOUS METALS CORP $96.00万0.03%8,547 3544.3% $3.98万 加仓
XAR SPDR SERIES TRUST $95.67万0.03%3,371 702.1% $1.99万 加仓
UBER UBER TECHNOLOGIES INC $94.87万0.03%13,147 -1,934-12.8% -$13.96万 减仓
DEFR ETF SER SOLUTIONS $94.80万0.03%35,445 7,08925.0% $18.96万 加仓
ESGU ISHARES TR $93.42万0.03%5,708 -43-0.7% -$7,038 减仓
— MASTERCARD INCORPORATED 看跌期权 $92.45万0.03%1,800 1,800— $92.45万 新建仓
GFS GLOBALFOUNDRIES INC $92.37万0.03%11,208 1,29113.0% $10.64万 加仓
TT TRANE TECHNOLOGIES PLC $92.14万0.03%1,876 19911.9% $9.77万 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $92.08万0.03%38,953 00.0% — 不变
AOA ISHARES TR $92.00万0.03%9,426 1,67821.7% $16.38万 加仓
STRL STERLING INFRASTRUCTURE INC $91.07万0.03%1,085 -13-1.2% -$1.09万 减仓
IVW ISHARES TR $90.85万0.03%6,606 -90-1.3% -$1.24万 减仓
ARTY ISHARES TR $90.43万0.03%11,873 11,873— $90.43万 新建仓