Meridian Financial Partners LLC
WARRENTON VA · SEC CIK 0001763722
$2.93亿2026Q2 申报市值
119持仓数
51.8%前十大占比 · 第一大 10.4%
5 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CRWD 加仓+$271.08万
IDEQ 加仓+$255.05万
GPIX 加仓+$135.79万
RITM 加仓+$76.55万
JMEE 加仓+$74.08万
2026Q2 卖出最多 按季末市值估算
BKNG 减仓-$950.65万
AAPL 减仓-$187.79万
HST 减仓-$103.77万
JEPQ 减仓-$83.62万
VIRGINIA NATL BK 减仓-$47.96万
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $244.31万 | 0.83% | 5,824 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $254.35万 | 0.87% | 14,006 | -357 | -2.5% | -$6.48万 | 减仓 |
| IWR | ISHARES TR | $280.81万 | 0.96% | 25,642 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $299.12万 | 1.02% | 7,586 | 10 | 0.1% | $3,943 | 加仓 |
| IWV | ISHARES TR | $309.61万 | 1.06% | 7,209 | -93 | -1.3% | -$3.99万 | 减仓 |
| DGRW | WISDOMTREE TR | $337.67万 | 1.15% | 34,905 | -1,386 | -3.8% | -$13.41万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $347.92万 | 1.19% | 10,029 | 574 | 6.1% | $19.91万 | 加仓 |
| V | VISA INC | $351.95万 | 1.20% | 9,910 | -254 | -2.5% | -$9.02万 | 减仓 |
| DLN | WISDOMTREE TR | $353.22万 | 1.20% | 36,050 | -1,163 | -3.1% | -$11.40万 | 减仓 |
| GOOG | ALPHABET INC | $353.96万 | 1.21% | 9,561 | 10 | 0.1% | $3,702 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $383.43万 | 1.31% | 18,544 | 13,110 | 241.3% | $271.08万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $420.12万 | 1.43% | 55,184 | 1,892 | 3.6% | $14.40万 | 加仓 |
| — | EXXON MOBIL CORP | $474.23万 | 1.62% | 32,816 | -158 | -0.5% | -$2.28万 | 减仓 |
| AMZN | AMAZON COM INC | $493.04万 | 1.68% | 19,338 | -424 | -2.1% | -$10.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $507.81万 | 1.73% | 23,897 | -672 | -2.7% | -$14.28万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $540.56万 | 1.84% | 107,084 | -4,873 | -4.4% | -$24.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $545.01万 | 1.86% | 13,776 | -386 | -2.7% | -$15.27万 | 减仓 |
| GOOGL | ALPHABET INC | $553.51万 | 1.89% | 14,923 | -535 | -3.5% | -$19.84万 | 减仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $580.87万 | 1.98% | 127,161 | -10,499 | -7.6% | -$47.96万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $600.26万 | 2.05% | 11,344 | -280 | -2.4% | -$14.82万 | 减仓 |
| IVV | ISHARES TR | $880.49万 | 3.00% | 11,610 | -123 | -1.0% | -$9.33万 | 减仓 |
| AAPL | APPLE INC | $1,026.38万 | 3.50% | 31,340 | -5,734 | -15.5% | -$187.79万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $1,106.99万 | 3.77% | 319,202 | 73,545 | 29.9% | $255.05万 | 加仓 |
| IWY | ISHARES TR | $1,252.01万 | 4.27% | 43,243 | 1,636 | 3.9% | $47.37万 | 加仓 |
| IVLU | ISHARES TR | $1,558.13万 | 5.31% | 368,005 | 13,453 | 3.8% | $56.96万 | 加仓 |
| DGRO | ISHARES TR | $2,462.85万 | 8.40% | 317,378 | -3,490 | -1.1% | -$27.08万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2,660.02万 | 9.07% | 347,624 | 9,681 | 2.9% | $74.08万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,054.71万 | 10.41% | 44,262 | 297 | 0.7% | $20.50万 | 加仓 |