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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $79.30万 | 0.03% | 11,042 | 1,437 | 15.0% | $10.32万 | 加仓 |
| VLUE | ISHARES TR | $79.00万 | 0.03% | 5,556 | 155 | 2.9% | $2.20万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $78.98万 | 0.03% | 23,855 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $78.48万 | 0.03% | 12,828 | -152 | -1.2% | -$9,299 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $78.34万 | 0.03% | 88,224 | -41,598 | -32.0% | -$36.94万 | 减仓 |
| CI | THE CIGNA GROUP | $77.51万 | 0.03% | 2,906 | -167 | -5.4% | -$4.45万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $76.60万 | 0.03% | 2,784 | -1,340 | -32.5% | -$36.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC 看跌期权 | $76.20万 | 0.03% | 1,600 | 1,600 | — | $76.20万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $76.17万 | 0.03% | 15,250 | -390 | -2.5% | -$1.95万 | 减仓 |
| QQQI | NEOS ETF TRUST | $75.98万 | 0.03% | 15,291 | -3,396 | -18.2% | -$16.87万 | 减仓 |
| PPG | PPG INDS INC | $75.76万 | 0.03% | 7,089 | -819 | -10.4% | -$8.75万 | 减仓 |
| IVW | ISHARES TR | $75.74万 | 0.03% | 6,696 | -94 | -1.4% | -$1.06万 | 减仓 |
| DEFR | ETF SER SOLUTIONS | $75.42万 | 0.03% | 28,356 | 6,598 | 30.3% | $17.55万 | 加仓 |
| IAUM | ISHARES GOLD TR | $75.41万 | 0.03% | 16,147 | 319 | 2.0% | $1.49万 | 加仓 |
| CBRE | CBRE GROUP INC | $74.60万 | 0.03% | 5,507 | -78 | -1.4% | -$1.06万 | 减仓 |
| DSI | ISHARES TR | $74.36万 | 0.03% | 6,136 | -58 | -0.9% | -$7,029 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $74.17万 | 0.03% | 10,703 | -197,550 | -94.9% | -$1,368.96万 | 减仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $73.81万 | 0.03% | 14,748 | -30,455 | -67.4% | -$152.43万 | 减仓 |
| NEM | NEWMONT CORP | $73.19万 | 0.03% | 6,761 | -394 | -5.5% | -$4.27万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $73.16万 | 0.03% | 2,811 | -7 | -0.2% | -$1,822 | 减仓 |
| ACWX | ISHARES TR | $72.22万 | 0.03% | 10,547 | 2,201 | 26.4% | $15.07万 | 加仓 |
| LIN | LINDE PLC | $72.11万 | 0.03% | 1,455 | -1,148 | -44.1% | -$56.89万 | 减仓 |
| MOO | VANECK ETF TRUST | $71.83万 | 0.03% | 8,500 | 200 | 2.4% | $1.69万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $70.80万 | 0.02% | 4,799 | -119 | -2.4% | -$1.76万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $70.60万 | 0.02% | 14,000 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $70.25万 | 0.02% | 3,498 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $70.20万 | 0.02% | 6,333 | 2,965 | 88.0% | $32.87万 | 加仓 |
| IBB | ISHARES TR | $70.09万 | 0.02% | 4,151 | -325 | -7.3% | -$5.49万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $69.90万 | 0.02% | 1,677 | -83 | -4.7% | -$3.46万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $69.61万 | 0.02% | 8,167 | -250 | -3.0% | -$2.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $69.43万 | 0.02% | 4,757 | -30 | -0.6% | -$4,379 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $69.20万 | 0.02% | 25,027 | 4,479 | 21.8% | $12.38万 | 加仓 |
| AOA | ISHARES TR | $68.56万 | 0.02% | 7,748 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $67.83万 | 0.02% | 17,396 | 3,938 | 29.3% | $15.35万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $67.73万 | 0.02% | 22,464 | 8,987 | 66.7% | $27.10万 | 加仓 |
| MTB | M & T BK CORP | $67.56万 | 0.02% | 3,268 | 196 | 6.4% | $4.05万 | 加仓 |
| SYK | STRYKER CORPORATION | $67.52万 | 0.02% | 2,055 | 75 | 3.8% | $2.46万 | 加仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $67.31万 | 0.02% | 17,747 | 13 | 0.1% | $493 | 加仓 |
| GRMN | GARMIN LTD | $67.22万 | 0.02% | 2,897 | -140 | -4.6% | -$3.25万 | 减仓 |
| FDX | FEDEX CORP | $66.63万 | 0.02% | 1,871 | 1,134 | 153.9% | $40.38万 | 加仓 |
| JNK | SPDR SERIES TRUST | $66.23万 | 0.02% | 6,919 | -2,554 | -27.0% | -$24.45万 | 减仓 |
| IYF | ISHARES TR | $65.76万 | 0.02% | 5,589 | -511 | -8.4% | -$6.01万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $65.73万 | 0.02% | 2,290 | 16 | 0.7% | $4,593 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $65.70万 | 0.02% | 3,352 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $65.66万 | 0.02% | 8,717 | 625 | 7.7% | $4.71万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $65.48万 | 0.02% | 9,037 | 1,838 | 25.5% | $13.32万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.41万 | 0.02% | 1,331 | 81 | 6.5% | $3.98万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $65.33万 | 0.02% | 518 | 30 | 6.1% | $3.78万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $64.76万 | 0.02% | 4,934 | 4,934 | — | $64.76万 | 新建仓 |
| SRE | SEMPRA | $64.20万 | 0.02% | 6,607 | -637 | -8.8% | -$6.19万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $64.18万 | 0.02% | 24,686 | 7,964 | 47.6% | $20.71万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $63.90万 | 0.02% | 10,029 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $63.82万 | 0.02% | 14,602 | 1,751 | 13.6% | $7.65万 | 加仓 |
| VLO | VALERO ENERGY CORP | $63.33万 | 0.02% | 2,563 | 1,098 | 74.9% | $27.13万 | 加仓 |
| ALL | ALLSTATE CORP | $63.33万 | 0.02% | 3,054 | 531 | 21.0% | $11.01万 | 加仓 |
| IJT | ISHARES TR | $63.13万 | 0.02% | 4,362 | -101 | -2.3% | -$1.46万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $62.78万 | 0.02% | 26,834 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $62.76万 | 0.02% | 24,029 | 94 | 0.4% | $2,455 | 加仓 |
| NUE | NUCOR CORP | $62.62万 | 0.02% | 3,703 | -96 | -2.5% | -$1.62万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $62.06万 | 0.02% | 26,955 | 0 | 0.0% | — | 不变 |
| FUMB | FIRST TR EXCH TRADED FD III | $61.96万 | 0.02% | 30,902 | -4,248 | -12.1% | -$8.52万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $61.86万 | 0.02% | 6,669 | 135 | 2.1% | $1.25万 | 加仓 |
| IJJ | ISHARES TR | $61.34万 | 0.02% | 4,630 | -295 | -6.0% | -$3.91万 | 减仓 |
| IDEV | ISHARES TR | $61.29万 | 0.02% | 7,334 | 7,334 | — | $61.29万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $60.76万 | 0.02% | 11,610 | -181 | -1.5% | -$9,472 | 减仓 |
| DGRW | WISDOMTREE TR | $60.57万 | 0.02% | 6,895 | -828 | -10.7% | -$7.27万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $60.50万 | 0.02% | 10,896 | -1,820 | -14.3% | -$10.11万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $60.44万 | 0.02% | 15,973 | -726 | -4.3% | -$2.75万 | 减仓 |
| VHT | VANGUARD WORLD FD | $60.18万 | 0.02% | 2,210 | -109 | -4.7% | -$2.97万 | 减仓 |
| IVLU | ISHARES TR | $60.14万 | 0.02% | 15,157 | 15,157 | — | $60.14万 | 新建仓 |
| MCO | MOODYS CORP | $60.08万 | 0.02% | 1,377 | 163 | 13.4% | $7.11万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $59.79万 | 0.02% | 27,412 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $58.97万 | 0.02% | 1,989 | 144 | 7.8% | $4.27万 | 加仓 |
| STIP | ISHARES TR | $58.62万 | 0.02% | 5,668 | 1,106 | 24.2% | $11.44万 | 加仓 |
| OKE | ONEOK INC NEW | $58.60万 | 0.02% | 6,483 | -256 | -3.8% | -$2.31万 | 减仓 |
| CME | CME GROUP INC | $58.32万 | 0.02% | 1,975 | -56 | -2.8% | -$1.65万 | 减仓 |
| GLW | CORNING INC | $58.32万 | 0.02% | 4,289 | 620 | 16.9% | $8.43万 | 加仓 |
| POOL | POOL CORP | $58.32万 | 0.02% | 2,882 | -207 | -6.7% | -$4.19万 | 减仓 |
| IUSV | ISHARES TR | $58.28万 | 0.02% | 5,700 | 310 | 5.8% | $3.17万 | 加仓 |
| COPX | GLOBAL X FDS | $58.21万 | 0.02% | 7,624 | 3,422 | 81.4% | $26.13万 | 加仓 |
| SAP | SAP SE | $57.61万 | 0.02% | 3,365 | -150 | -4.3% | -$2.57万 | 减仓 |
| IYE | ISHARES TR | $57.53万 | 0.02% | 8,882 | 1,207 | 15.7% | $7.82万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $57.20万 | 0.02% | 3,637 | -203 | -5.3% | -$3.19万 | 减仓 |
| NUVB | NUVATION BIO INC | $57.08万 | 0.02% | 133,065 | 19,500 | 17.2% | $8.37万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $57.02万 | 0.02% | 25,143 | 6,625 | 35.8% | $15.03万 | 加仓 |
| CTAS | CINTAS CORP | $56.86万 | 0.02% | 3,362 | -86 | -2.5% | -$1.45万 | 减仓 |
| PSX | PHILLIPS 66 | $56.80万 | 0.02% | 3,118 | 989 | 46.5% | $18.02万 | 加仓 |
| USB | US BANCORP | $56.77万 | 0.02% | 10,914 | 305 | 2.9% | $1.59万 | 加仓 |
| ENB | ENBRIDGE INC | $56.27万 | 0.02% | 10,394 | -10 | -0.1% | -$541 | 减仓 |
| HACK | AMPLIFY ETF TR | $56.14万 | 0.02% | 7,476 | -200 | -2.6% | -$1.50万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $56.11万 | 0.02% | 2,837 | 2,837 | — | $56.11万 | 新建仓 |
| SONO | SONOS INC | $55.65万 | 0.02% | 41,528 | 5,701 | 15.9% | $7.64万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $55.31万 | 0.02% | 5,382 | -103 | -1.9% | -$1.06万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $54.02万 | 0.02% | 5,299 | 7 | 0.1% | $714 | 加仓 |
| HWKN | HAWKINS INC | $53.84万 | 0.02% | 3,505 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $53.69万 | 0.02% | 23,022 | -2,746 | -10.7% | -$6.40万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $53.67万 | 0.02% | 1,984 | 1,984 | — | $53.67万 | 新建仓 |
| USMV | ISHARES TR | $53.59万 | 0.02% | 5,779 | -364 | -5.9% | -$3.38万 | 减仓 |
| NIO | NIO INC | $53.31万 | 0.02% | 88,407 | -380 | -0.4% | -$2,291 | 减仓 |