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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.37亿 | 4.82% | 786,947 | -15,131 | -1.9% | -$263.88万 | 减仓 |
| — | EXXON MOBIL CORP | $1.16亿 | 4.08% | 684,549 | 8,028 | 1.2% | $136.20万 | 加仓 |
| AAPL | APPLE INC | $1.07亿 | 3.77% | 422,545 | -6,260 | -1.5% | -$158.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $9,642.26万 | 3.39% | 167,058 | 4,600 | 2.8% | $265.50万 | 加仓 |
| AMZN | AMAZON COM INC | $7,636.67万 | 2.68% | 366,672 | -17,138 | -4.5% | -$356.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,555.59万 | 2.30% | 100,803 | 5,616 | 5.9% | $365.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,266.23万 | 2.20% | 169,280 | -1,668 | -1.0% | -$61.74万 | 减仓 |
| GOOGL | ALPHABET INC | $5,766.12万 | 2.02% | 200,519 | -10,917 | -5.2% | -$313.93万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,679.88万 | 1.99% | 193,088 | -3,850 | -2.0% | -$113.25万 | 减仓 |
| AVGO | BROADCOM INC | $4,111.46万 | 1.44% | 132,838 | 208 | 0.2% | $6.44万 | 加仓 |
| META | META PLATFORMS INC | $3,755.75万 | 1.32% | 65,645 | 2,873 | 4.6% | $164.37万 | 加仓 |
| GLD | SPDR GOLD TR | $3,674.18万 | 1.29% | 85,389 | 12,679 | 17.4% | $545.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,652.54万 | 1.28% | 76,222 | 4,477 | 6.2% | $214.54万 | 加仓 |
| IVV | ISHARES TR | $2,972.55万 | 1.04% | 45,451 | -175 | -0.4% | -$11.45万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,861.41万 | 1.00% | 65,289 | -1,161 | -1.7% | -$50.88万 | 减仓 |
| GOOG | ALPHABET INC | $2,769.46万 | 0.97% | 96,544 | -4,072 | -4.0% | -$116.81万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,768.87万 | 0.97% | 246,978 | 313 | 0.1% | $3.51万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,758.34万 | 0.97% | 81,620 | 15,646 | 23.7% | $528.75万 | 加仓 |
| TSLA | TESLA INC | $2,646.66万 | 0.93% | 71,195 | -820 | -1.1% | -$30.48万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,599.48万 | 0.91% | 132,533 | 3,069 | 2.4% | $60.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,552.58万 | 0.90% | 876,273 | 22,271 | 2.6% | $64.88万 | 加仓 |
| CAT | CATERPILLAR INC | $2,322.05万 | 0.82% | 32,776 | -3,502 | -9.7% | -$248.10万 | 减仓 |
| SMTH | ALPS ETF TR | $2,202.75万 | 0.77% | 855,270 | 23,052 | 2.8% | $59.37万 | 加仓 |
| WMT | WALMART INC | $2,161.84万 | 0.76% | 173,985 | 8,923 | 5.4% | $110.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,044.98万 | 0.72% | 277,700 | 5,639 | 2.1% | $41.53万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,957.82万 | 0.69% | 32,764 | 2,973 | 10.0% | $177.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,909.82万 | 0.67% | 130,559 | -3,698 | -2.8% | -$54.09万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $1,896.87万 | 0.67% | 138,276 | 9,065 | 7.0% | $124.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,799.83万 | 0.63% | 18,063 | -347 | -1.9% | -$34.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,765.98万 | 0.62% | 55,047 | 484 | 0.9% | $15.53万 | 加仓 |
| ABBV | ABBVIE INC | $1,661.71万 | 0.58% | 76,404 | 1,206 | 1.6% | $26.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,650.08万 | 0.58% | 75,953 | 2,176 | 2.9% | $47.27万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,623.43万 | 0.57% | 79,803 | 17,000 | 27.1% | $345.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,621.90万 | 0.57% | 48,008 | 41,211 | 606.3% | $1,392.27万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,607.43万 | 0.56% | 77,691 | -7 | -0.0% | -$1,448 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,561.38万 | 0.55% | 33,870 | -143 | -0.4% | -$6.59万 | 减仓 |
| SHOP | SHOPIFY INC | $1,468.87万 | 0.52% | 123,830 | -13,251 | -9.7% | -$157.18万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,455.11万 | 0.51% | 587,923 | 10,975 | 1.9% | $27.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,444.62万 | 0.51% | 255,324 | 1,934 | 0.8% | $10.94万 | 加仓 |
| IJH | ISHARES TR | $1,436.90万 | 0.50% | 212,780 | 1,067 | 0.5% | $7.21万 | 加仓 |
| — | STATE STR SPDR S&P 500 ETF T 看跌期权 | $1,421.25万 | 0.50% | 31,500 | 31,500 | — | $1,421.25万 | 新建仓 |
| SLV | ISHARES SILVER TR | $1,398.56万 | 0.49% | 205,248 | 23,690 | 13.0% | $161.42万 | 加仓 |
| KLAC | KLA CORP | $1,392.38万 | 0.49% | 9,456 | -122 | -1.3% | -$17.96万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,378.93万 | 0.48% | 180,158 | -6,942 | -3.7% | -$53.13万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,376.56万 | 0.48% | 56,350 | 3,448 | 6.5% | $84.23万 | 加仓 |
| DGRO | ISHARES TR | $1,355.02万 | 0.48% | 193,078 | 4,285 | 2.3% | $30.07万 | 加仓 |
| IEFA | ISHARES TR | $1,341.99万 | 0.47% | 148,237 | 12,351 | 9.1% | $111.81万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,326.28万 | 0.47% | 392,738 | 8,596 | 2.2% | $29.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,305.03万 | 0.46% | 53,785 | 1,150 | 2.2% | $27.90万 | 加仓 |
| LLY | ELI LILLY & CO | $1,272.57万 | 0.45% | 13,836 | 18 | 0.1% | $1.66万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,211.87万 | 0.43% | 132,055 | -668 | -0.5% | -$6.13万 | 减仓 |
| AUSF | GLOBAL X FDS | $1,211.14万 | 0.43% | 250,494 | -39,463 | -13.6% | -$190.80万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,181.80万 | 0.41% | 470,835 | 3,594 | 0.8% | $9.02万 | 加仓 |
| HD | HOME DEPOT INC | $1,150.49万 | 0.40% | 34,981 | -1,735 | -4.7% | -$57.06万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,120.04万 | 0.39% | 147,335 | -16,773 | -10.2% | -$127.51万 | 减仓 |
| RTX | RTX CORPORATION | $1,054.49万 | 0.37% | 54,674 | -1,022 | -1.8% | -$19.71万 | 减仓 |
| IWR | ISHARES TR | $1,027.08万 | 0.36% | 105,634 | 79,026 | 297.0% | $768.37万 | 加仓 |
| SHV | ISHARES TR | $998.89万 | 0.35% | 90,487 | 4,140 | 4.8% | $45.70万 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $994.38万 | 0.35% | 150,004 | 0 | 0.0% | — | 不变 |
| XFIV | BONDBLOXX ETF TRUST | $962.89万 | 0.34% | 195,869 | 8,976 | 4.8% | $44.13万 | 加仓 |
| SOXX | ISHARES TR | $944.33万 | 0.33% | 28,733 | -1,363 | -4.5% | -$44.80万 | 减仓 |
| BIL | SPDR SERIES TRUST | $937.54万 | 0.33% | 102,307 | 23,137 | 29.2% | $212.03万 | 加仓 |
| V | VISA INC | $904.82万 | 0.32% | 29,937 | -825 | -2.7% | -$24.93万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $896.96万 | 0.31% | 131,365 | 125,259 | 2,051.4% | $855.27万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $890.92万 | 0.31% | 162,458 | 25,889 | 19.0% | $141.98万 | 加仓 |
| PEP | PEPSICO INC | $869.22万 | 0.31% | 55,974 | -208 | -0.4% | -$3.23万 | 减仓 |
| TFLO | ISHARES TR | $864.10万 | 0.30% | 170,670 | 9,900 | 6.2% | $50.12万 | 加仓 |
| MRK | MERCK & CO INC | $861.92万 | 0.30% | 71,654 | -1,093 | -1.5% | -$13.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $839.84万 | 0.29% | 16,808 | -432 | -2.5% | -$21.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $829.31万 | 0.29% | 57,416 | 101 | 0.2% | $1.46万 | 加仓 |
| ASML | ASML HLDG NV | $822.47万 | 0.29% | 6,227 | 1,278 | 25.8% | $168.80万 | 加仓 |
| ORCL | ORACLE CORP | $813.48万 | 0.29% | 55,297 | -5,185 | -8.6% | -$76.28万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $809.48万 | 0.28% | 82,676 | -11,872 | -12.6% | -$116.24万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $800.26万 | 0.28% | 54,541 | 25,952 | 90.8% | $380.79万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $796.98万 | 0.28% | 96,312 | 1,324 | 1.4% | $10.96万 | 加仓 |
| NFLX | NETFLIX INC. | $763.83万 | 0.27% | 79,441 | -7,479 | -8.6% | -$71.91万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $762.51万 | 0.27% | 16,900 | 16,900 | — | $762.51万 | 新建仓 |
| IGM | ISHARES TR | $760.06万 | 0.27% | 64,135 | -85 | -0.1% | -$1.01万 | 减仓 |
| UNP | UNION PAC CORP | $753.23万 | 0.26% | 31,046 | 1,471 | 5.0% | $35.69万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $745.98万 | 0.26% | 240,950 | -119 | -0.0% | -$3,684 | 减仓 |
| DE | DEERE & CO | $732.87万 | 0.26% | 13,010 | -338 | -2.5% | -$19.04万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $726.01万 | 0.25% | 293,635 | -1,022 | -0.3% | -$2.53万 | 减仓 |
| IJR | ISHARES TR | $725.32万 | 0.25% | 58,352 | 2,255 | 4.0% | $28.03万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $697.78万 | 0.25% | 208,107 | 9,115 | 4.6% | $30.56万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $694.88万 | 0.24% | 153,802 | 17,612 | 12.9% | $79.57万 | 加仓 |
| GE | GE AEROSPACE | $691.94万 | 0.24% | 24,384 | -833 | -3.3% | -$23.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $678.51万 | 0.24% | 233,327 | 1,149 | 0.5% | $3.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $676.00万 | 0.24% | 31,419 | -567 | -1.8% | -$12.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $672.69万 | 0.24% | 105,125 | 4,899 | 4.9% | $31.35万 | 加仓 |
| IQLT | ISHARES TR | $660.97万 | 0.23% | 142,974 | -3,630 | -2.5% | -$16.78万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $658.15万 | 0.23% | 308,412 | -10,794 | -3.4% | -$23.03万 | 减仓 |
| IWM | ISHARES TR | $636.29万 | 0.22% | 25,657 | 8,583 | 50.3% | $212.86万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $633.03万 | 0.22% | 79,857 | -12,479 | -13.5% | -$98.92万 | 减仓 |
| GEV | GE VERNOVA INC | $619.22万 | 0.22% | 7,094 | 193 | 2.8% | $16.85万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $618.79万 | 0.22% | 38,597 | 3,112 | 8.8% | $49.89万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $614.93万 | 0.22% | 256,434 | 16,895 | 7.1% | $40.51万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $603.07万 | 0.21% | 49,118 | 1,726 | 3.6% | $21.19万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $584.45万 | 0.21% | 409,280 | 16,696 | 4.3% | $23.84万 | 加仓 |
| EFA | ISHARES TR | $582.27万 | 0.20% | 59,947 | 5,471 | 10.0% | $53.14万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $581.84万 | 0.20% | 12,562 | -59 | -0.5% | -$2.73万 | 减仓 |