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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $26.88万 | 0.09% | 1,087 | -224 | -17.1% | -$5.54万 | 减仓 |
| LOW | LOWES COS INC | $26.31万 | 0.09% | 1,255 | 200 | 19.0% | $4.19万 | 加仓 |
| KVUE | KENVUE INC | $25.90万 | 0.09% | 13,850 | -359 | -2.5% | -$6,713 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $25.36万 | 0.09% | 3,051 | -335 | -9.9% | -$2.78万 | 减仓 |
| COFS | CHOICEONE FINANCIA | $23.91万 | 0.08% | 7,125 | 7,125 | — | $23.91万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $23.89万 | 0.08% | 3,280 | 3,280 | — | $23.89万 | 新建仓 |
| NUE | NUCOR CORP | $23.69万 | 0.08% | 1,000 | 1,000 | — | $23.69万 | 新建仓 |
| NOW | SERVICENOW INC | $23.50万 | 0.08% | 2,244 | -681 | -23.3% | -$7.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.02万 | 0.08% | 305 | -6 | -1.9% | -$4,529 | 减仓 |
| SUSL | ISHARES TR | $22.59万 | 0.08% | 1,695 | 26 | 1.6% | $3,466 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $22.45万 | 0.08% | 6,125 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $22.35万 | 0.08% | 534 | -166 | -23.7% | -$6.95万 | 重新持有 |
| RTX | RTX CORPORATION | $22.16万 | 0.08% | 1,131 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $22.14万 | 0.08% | 727 | 727 | — | $22.14万 | 新建仓 |
| BUFC | AB ACTIVE ETFS INC | $21.76万 | 0.07% | 5,086 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $21.57万 | 0.07% | 1,583 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.54万 | 0.07% | 10,051 | 221 | 2.2% | $4,736 | 加仓 |
| CBRE | CBRE GROUP INC | $21.31万 | 0.07% | 1,507 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.14万 | 0.07% | 798 | 798 | — | $21.14万 | 新建仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,258 | -100.0% | -$28.16万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -1,913 | -100.0% | -$26.82万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -609 | -100.0% | -$26.30万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,845 | -100.0% | -$24.31万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,420 | -100.0% | -$22.36万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,407 | -100.0% | -$21.56万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,167 | -100.0% | -$20.25万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,496 | -100.0% | -$20.10万 | 清仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $0 | 0.00% | 0 | -12,373 | -100.0% | -$12.77万 | 清仓 |