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
TCAF T ROWE PRICE ETF INC $24.42万0.01%6,861 1,13319.8% $4.03万 加仓
— FIRST TR EXCHNG TRADED FD VI $24.41万0.01%9,837 00.0% — 不变
EOG EOG RES INC $24.23万0.01%1,676 -147-8.1% -$2.12万 重新持有
SPYI NEOS ETF TRUST $24.17万0.01%4,895 -2,095-30.0% -$10.34万 减仓
MLN VANECK ETF TRUST $24.16万0.01%13,852 430.3% $750 加仓
PAYX PAYCHEX INC $24.15万0.01%2,621 -23,106-89.8% -$212.87万 减仓
ENVA ENOVA INTL INC $24.08万0.01%1,773 48437.5% $6.57万 加仓
ADI ANALOG DEVICES INC $23.97万0.01%753 753— $23.97万 新建仓
TM TOYOTA MOTOR CORP $23.97万0.01%1,163 -63-5.1% -$1.30万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $23.75万0.01%1,086 868.6% $1.88万 加仓
TQQQ PROSHARES TR $23.75万0.01%5,698 -6,491-53.3% -$27.06万 减仓
HUM HUMANA INC $23.72万0.01%1,368 -1,338-49.4% -$23.20万 减仓
FN FABRINET $23.68万0.01%454 454— $23.68万 新建仓
NTRA NATERA INC $23.63万0.01%1,182 1,182— $23.63万 新建仓
TGT TARGET CORP $23.62万0.01%2,062 -361-14.9% -$4.14万 减仓
MTUM ISHARES TR $23.59万0.01%983 -300-23.4% -$7.20万 减仓
HYLB DBX ETF TR $23.42万0.01%6,476 1873.0% $6,762 加仓
QYLD GLOBAL X FDS $23.40万0.01%13,642 -2,587-15.9% -$4.44万 减仓
OTIS OTIS WORLDWIDE CORP $23.32万0.01%3,025 40.1% $308 加仓
EW EDWARDS LIFESCIENCES CORP 看跌期权 $23.22万0.01%2,900 2,900— $23.22万 新建仓
ANGL VANECK ETF TRUST $23.11万0.01%8,047 -1,083-11.9% -$3.11万 减仓
DSEP FIRST TR EXCHNG TRADED FD VI $23.10万0.01%5,255 -310-5.6% -$1.36万 减仓
CDE COEUR MNG INC $22.94万0.01%12,222 5054.3% $9,479 加仓
FDVV FIDELITY COVINGTON TRUST $22.91万0.01%4,148 -16-0.4% -$884 减仓
FMAT FIDELITY COVINGTON TRUST $22.88万0.01%3,970 -298-7.0% -$1.72万 减仓
DAUG FIRST TR EXCHNG TRADED FD VI $22.77万0.01%5,228 -250-4.6% -$1.09万 减仓
AWK AMERICAN WTR WKS CO INC NEW $22.71万0.01%1,668 -18-1.1% -$2,450 减仓
CBOE CBOE GLOBAL MKTS INC $22.51万0.01%801 801— $22.51万 新建仓
XCHYX CALAMOS CONV & HIGH INCOME F $22.33万0.01%20,509 3351.7% $3,648 加仓
BALT INNOVATOR ETFS TRUST $22.32万0.01%6,671 6,671— $22.32万 新建仓
EXC EXELON CORP $22.28万0.01%4,544 -950-17.3% -$4.66万 减仓
— INVESCO EXCHANGE TRADED FD T $21.95万0.01%2,022 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $21.92万0.01%10,201 -289-2.8% -$6,211 减仓
RSG REPUBLIC SVCS INC $21.90万0.01%1,000 -252-20.1% -$5.52万 减仓
OHI OMEGA HEALTHCARE INVS INC $21.82万0.01%4,980 30.1% $131 加仓
INFQ INFLEQTION INC $21.73万0.01%22,150 22,150— $21.73万 新建仓
IDU ISHARES TR $21.66万0.01%1,865 60.3% $697 加仓
DVN DEVON ENERGY CORP NEW $21.56万0.01%4,285 4,285— $21.56万 新建仓
STZ CONSTELLATION BRANDS INC $21.54万0.01%1,436 -602-29.5% -$9.03万 重新持有
— WARNER BROS DISCOVERY INC $21.33万0.01%7,768 -18-0.2% -$494 减仓
IDV ISHARES TR $21.29万0.01%5,003 5,003— $21.29万 新建仓
GPN GLOBAL PMTS INC $21.13万0.01%3,140 3,140— $21.13万 新建仓
IVE ISHARES TR $20.96万0.01%993 993— $20.96万 新建仓
TXT TEXTRON INC $20.95万0.01%2,393 271.1% $2,364 加仓
EFX EQUIFAX INC $20.81万0.01%1,155 221.9% $3,963 加仓
SPEM SPDR INDEX SHS FDS $20.61万0.01%4,393 -146-3.2% -$6,848 减仓
SNOW SNOWFLAKE INC $20.49万0.01%1,359 -2,137-61.1% -$32.22万 减仓
CPRT COPART INC $20.44万0.01%6,157 -1,374-18.2% -$4.56万 减仓
EXPE EXPEDIA GROUP INC $20.43万0.01%885 885— $20.43万 新建仓
IEP ICAHN ENTERPRISES LP $20.37万0.01%26,981 -15-0.1% -$113 减仓
TSEM TOWER SEMICONDUCTOR LTD $20.32万0.01%1,158 1,158— $20.32万 新建仓
SJM SMUCKER J M CO $20.05万0.01%2,079 -6-0.3% -$579 减仓
ONB OLD NATL BANCORP IND $20.04万0.01%9,066 9,066— $20.04万 新建仓
NMRA NEUMORA THERAPEUTICS INC. $19.97万0.01%102,400 16,00018.5% $3.12万 加仓
— PROSHARES TR II $19.55万0.01%23,500 23,500— $19.55万 新建仓
HODL VANECK BITCOIN ETF $19.22万0.01%10,030 -300-2.9% -$5,748 减仓
— IMMUTEP LTD $15.78万0.01%449,550 -4,850-1.1% -$1,702 减仓
BITO PROSHARES TR $15.49万0.01%16,636 16,636— $15.49万 新建仓
SBSW SIBANYE STILLWATER LTD $15.44万0.01%12,530 400.3% $493 加仓
FSK FS KKR CAP CORP $15.23万0.01%14,964 -2,757-15.6% -$2.81万 减仓
— TRIPLEPOINT VENTURE GROWTH B $14.97万0.01%30,000 00.0% — 不变
MQY BLACKROCK MUNIYILD QULT FD I $13.13万0.00%11,955 00.0% — 不变
— CLEANCORE SOLUTIONS INC $12.65万0.00%355,138 00.0% — 不变
ONDS ONDAS INC $11.00万0.00%12,163 1,50514.1% $1.36万 加仓
— PUTNAM MUN OPPORTUNITIES TR $10.41万0.00%10,108 00.0% — 不变
AMC AMC ENTMT HLDGS INC $10.35万0.00%105,655 56,233113.8% $5.51万 加仓
MARA MARA HOLDINGS INC $8.98万0.00%11,000 00.0% — 不变
— PUTNAM MANAGED MUN INCOME TR $8.79万0.00%14,291 00.0% — 不变
— TIDAL TRUST II $8.65万0.00%11,053 -1,893-14.6% -$1.48万 减仓
CRF CORNERSTONE TOTAL RETURN FD $8.54万0.00%12,292 12,292— $8.54万 新建仓
— TRX GOLD CORPORATION $8.10万0.00%54,000 -1,377-2.5% -$2,066 减仓
LAES SEALSQ CORP $7.16万0.00%27,335 8003.0% $2,096 加仓
USA LIBERTY ALL STAR EQUITY FD $6.02万0.00%10,851 00.0% — 不变
GAB GABELLI EQUITY TR INC $5.84万0.00%10,428 -1,902-15.4% -$1.07万 减仓
— BEYONDSPRING INC $2.46万0.00%15,000 15,000— $2.46万 新建仓
— BLINK CHARGING CO $2.24万0.00%39,455 00.0% — 不变
— WHEELS UP EXPERIENCE INC $5,8830.00%11,390 11,390— $5,883 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
INOD INNODATA INC $00.00%0 -41,927-100.0% -$213.62万 清仓
AZN ASTRAZENECA PLC $00.00%0 -7,394-100.0% -$135.94万 清仓
MAGS LISTED FDS TR $00.00%0 -9,008-100.0% -$59.42万 清仓
ZS ZSCALER INC $00.00%0 -2,457-100.0% -$55.26万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -1,050-100.0% -$46.84万 清仓
WTPI WISDOMTREE TR $00.00%0 -13,805-100.0% -$45.58万 清仓
MDB MONGODB INC $00.00%0 -1,030-100.0% -$43.23万 清仓
DSGX DESCARTES SYS GROUP INC $00.00%0 -4,307-100.0% -$37.76万 清仓
JAAA JANUS DETROIT STR TR $00.00%0 -7,255-100.0% -$36.70万 清仓
CVE CENOVUS ENERGY INC $00.00%0 -21,405-100.0% -$36.22万 清仓
HIMS HIMS & HERS HEALTH INC $00.00%0 -10,846-100.0% -$35.22万 清仓
TNA DIREXION SHS ETF TR $00.00%0 -7,500-100.0% -$34.16万 清仓
Q QNITY ELECTRONICS INC $00.00%0 —— — 申报中断
— DUPONT DE NEMOURS INC $00.00%0 -8,080-100.0% -$32.48万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
VWOB VANGUARD WHITEHALL FDS $00.00%0 —— — 申报中断
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -6,057-100.0% -$29.27万 清仓
SLYG SPDR SERIES TRUST $00.00%0 —— — 申报中断
— GLOBAL X FDS $00.00%0 -11,329-100.0% -$28.49万 清仓
FAS DIREXION SHS ETF TR $00.00%0 —— — 申报中断
MPLX MPLX LP $00.00%0 -5,109-100.0% -$27.27万 清仓
WYNN WYNN RESORTS LTD $00.00%0 -2,264-100.0% -$27.24万 清仓