Meridian Financial Partners LLC
WARRENTON VA · SEC CIK 0001763722
$2.72亿2026Q1 申报市值
121持仓数
50.3%前十大占比 · 第一大 9.8%
6 / 2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
BKNG 加仓+$883.33万
IDEQ 新建仓+$786.84万
LIN 新建仓+$131.17万
IVLU 加仓+$96.42万
BSCU 加仓+$93.76万
2026Q1 卖出最多 按季末市值估算
DGRO 减仓-$354.93万
GNRC 减仓-$88.48万
FLOT 清仓-$79.23万
JPST 减仓-$35.69万
BNDX 清仓-$23.38万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $257.51万 | 0.95% | 11,624 | 57 | 0.5% | $1.26万 | 加仓 |
| IWV | ISHARES TR | $274.25万 | 1.01% | 7,302 | 1,108 | 17.9% | $41.61万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $281.19万 | 1.03% | 9,455 | -11 | -0.1% | -$3,271 | 减仓 |
| CVX | CHEVRON CORPORATION | $289.47万 | 1.06% | 14,363 | 536 | 3.9% | $10.80万 | 加仓 |
| GOOG | ALPHABET INC | $290.28万 | 1.07% | 9,551 | 38 | 0.4% | $1.15万 | 加仓 |
| V | VISA INC | $307.52万 | 1.13% | 10,164 | 65 | 0.6% | $1.97万 | 加仓 |
| DGRW | WISDOMTREE TR | $320.78万 | 1.18% | 36,291 | -1,309 | -3.5% | -$11.57万 | 减仓 |
| DLN | WISDOMTREE TR | $334.40万 | 1.23% | 37,213 | -101 | -0.3% | -$9,076 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $410.72万 | 1.51% | 53,292 | 1,851 | 3.6% | $14.27万 | 加仓 |
| AMZN | AMAZON COM INC | $422.45万 | 1.55% | 19,762 | 153 | 0.8% | $3.27万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $437.57万 | 1.61% | 24,569 | 396 | 1.6% | $7.05万 | 加仓 |
| GOOGL | ALPHABET INC | $472.17万 | 1.74% | 15,458 | 308 | 2.0% | $9.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $527.22万 | 1.94% | 14,162 | 384 | 2.8% | $14.30万 | 加仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $531.78万 | 1.96% | 137,660 | -3,501 | -2.5% | -$13.52万 | 减仓 |
| — | EXXON MOBIL CORP | $540.47万 | 1.99% | 32,974 | 3,092 | 10.3% | $50.68万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $565.16万 | 2.08% | 111,957 | -7,070 | -5.9% | -$35.69万 | 减仓 |
| IVV | ISHARES TR | $777.17万 | 2.86% | 11,733 | 951 | 8.8% | $62.99万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $786.84万 | 2.89% | 245,657 | 245,657 | — | $786.84万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $915.74万 | 3.37% | 2,175 | 2,098 | 2,724.7% | $883.33万 | 加仓 |
| AAPL | APPLE INC | $939.83万 | 3.46% | 37,074 | 670 | 1.8% | $16.98万 | 加仓 |
| IWY | ISHARES TR | $1,049.00万 | 3.86% | 41,607 | 3,117 | 8.1% | $78.59万 | 加仓 |
| IVLU | ISHARES TR | $1,426.01万 | 5.24% | 354,552 | 23,973 | 7.3% | $96.42万 | 加仓 |
| DGRO | ISHARES TR | $2,264.04万 | 8.33% | 320,868 | -50,302 | -13.6% | -$354.93万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2,294.30万 | 8.44% | 337,943 | 11,164 | 3.4% | $75.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,664.46万 | 9.80% | 43,965 | 467 | 1.1% | $28.30万 | 加仓 |