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 |
|---|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | $28.02万 | 0.10% | 1,201 | 201 | 20.1% | $4.69万 | 加仓 |
| T | AT&T INC | $27.56万 | 0.10% | 9,830 | 122 | 1.3% | $3,421 | 加仓 |
| ACWI | ISHARES TR | $26.82万 | 0.10% | 1,913 | 495 | 34.9% | $6.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.30万 | 0.10% | 609 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.74万 | 0.09% | 3,386 | -322 | -8.7% | -$2.45万 | 减仓 |
| LOW | LOWES COS INC | $24.43万 | 0.09% | 1,055 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.31万 | 0.09% | 1,845 | 1,845 | — | $24.31万 | 新建仓 |
| KVUE | KENVUE INC | $23.77万 | 0.09% | 14,209 | -445 | -3.0% | -$7,445 | 减仓 |
| BAC | BANK AMERICA CORP | $23.64万 | 0.09% | 4,701 | 816 | 21.0% | $4.10万 | 加仓 |
| RTX | RTX CORPORATION | $22.38万 | 0.08% | 1,131 | 12 | 1.1% | $2,375 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $22.36万 | 0.08% | 1,420 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.56万 | 0.08% | 1,407 | -19 | -1.3% | -$2,911 | 减仓 |
| EMR | EMERSON ELEC CO | $21.31万 | 0.08% | 1,583 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $20.80万 | 0.08% | 1,507 | -40 | -2.6% | -$5,521 | 减仓 |
| BUFC | AB ACTIVE ETFS INC | $20.78万 | 0.08% | 5,086 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $20.71万 | 0.08% | 6,125 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $20.50万 | 0.08% | 311 | 311 | — | $20.50万 | 新建仓 |
| ALB | ALBEMARLE CORP | $20.25万 | 0.07% | 1,167 | -137 | -10.5% | -$2.38万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $20.18万 | 0.07% | 4,010 | -2,209 | -35.5% | -$11.12万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $20.10万 | 0.07% | 3,496 | 79 | 2.3% | $4,543 | 重新持有 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $12.77万 | 0.05% | 12,373 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -15,539 | -100.0% | -$79.23万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -4,827 | -100.0% | -$23.38万 | 清仓 |
| SUSL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |