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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,054.71万 | 10.41% | 44,262 | 297 | 0.7% | $20.50万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2,660.02万 | 9.07% | 347,624 | 9,681 | 2.9% | $74.08万 | 加仓 |
| DGRO | ISHARES TR | $2,462.85万 | 8.40% | 317,378 | -3,490 | -1.1% | -$27.08万 | 减仓 |
| IVLU | ISHARES TR | $1,558.13万 | 5.31% | 368,005 | 13,453 | 3.8% | $56.96万 | 加仓 |
| IWY | ISHARES TR | $1,252.01万 | 4.27% | 43,243 | 1,636 | 3.9% | $47.37万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $1,106.99万 | 3.77% | 319,202 | 73,545 | 29.9% | $255.05万 | 加仓 |
| AAPL | APPLE INC | $1,026.38万 | 3.50% | 31,340 | -5,734 | -15.5% | -$187.79万 | 减仓 |
| IVV | ISHARES TR | $880.49万 | 3.00% | 11,610 | -123 | -1.0% | -$9.33万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $600.26万 | 2.05% | 11,344 | -280 | -2.4% | -$14.82万 | 减仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $580.87万 | 1.98% | 127,161 | -10,499 | -7.6% | -$47.96万 | 减仓 |
| GOOGL | ALPHABET INC | $553.51万 | 1.89% | 14,923 | -535 | -3.5% | -$19.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $545.01万 | 1.86% | 13,776 | -386 | -2.7% | -$15.27万 | 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 |
| NVDA | NVIDIA CORPORATION | $507.81万 | 1.73% | 23,897 | -672 | -2.7% | -$14.28万 | 减仓 |
| AMZN | AMAZON COM INC | $493.04万 | 1.68% | 19,338 | -424 | -2.1% | -$10.81万 | 减仓 |
| — | EXXON MOBIL CORP | $474.23万 | 1.62% | 32,816 | -158 | -0.5% | -$2.28万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $420.12万 | 1.43% | 55,184 | 1,892 | 3.6% | $14.40万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $383.43万 | 1.31% | 18,544 | 13,110 | 241.3% | $271.08万 | 加仓 |
| GOOG | ALPHABET INC | $353.96万 | 1.21% | 9,561 | 10 | 0.1% | $3,702 | 加仓 |
| DLN | WISDOMTREE TR | $353.22万 | 1.20% | 36,050 | -1,163 | -3.1% | -$11.40万 | 减仓 |
| V | VISA INC | $351.95万 | 1.20% | 9,910 | -254 | -2.5% | -$9.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $347.92万 | 1.19% | 10,029 | 574 | 6.1% | $19.91万 | 加仓 |
| DGRW | WISDOMTREE TR | $337.67万 | 1.15% | 34,905 | -1,386 | -3.8% | -$13.41万 | 减仓 |
| IWV | ISHARES TR | $309.61万 | 1.06% | 7,209 | -93 | -1.3% | -$3.99万 | 减仓 |
| AVGO | BROADCOM INC | $299.12万 | 1.02% | 7,586 | 10 | 0.1% | $3,943 | 加仓 |
| IWR | ISHARES TR | $280.81万 | 0.96% | 25,642 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $254.35万 | 0.87% | 14,006 | -357 | -2.5% | -$6.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $244.31万 | 0.83% | 5,824 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $208.58万 | 0.71% | 23,410 | -920 | -3.8% | -$8.20万 | 减仓 |
| PFXF | VANECK ETF TRUST | $196.39万 | 0.67% | 110,458 | 2,929 | 2.7% | $5.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $194.28万 | 0.66% | 13,122 | -342 | -2.5% | -$5.06万 | 减仓 |
| TSLA | TESLA INC | $179.99万 | 0.61% | 4,563 | 63 | 1.4% | $2.49万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $172.65万 | 0.59% | 13,885 | -234 | -1.7% | -$2.91万 | 减仓 |
| MRK | MERCK & CO INC | $168.80万 | 0.58% | 13,656 | -464 | -3.3% | -$5.74万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $166.47万 | 0.57% | 5,804 | -87 | -1.5% | -$2.50万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $165.15万 | 0.56% | 178,929 | 82,934 | 86.4% | $76.55万 | 加仓 |
| USB | US BANCORP | $165.00万 | 0.56% | 26,187 | 219 | 0.8% | $1.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $163.82万 | 0.56% | 6,632 | -79 | -1.2% | -$1.95万 | 减仓 |
| IQLT | ISHARES TR | $160.51万 | 0.55% | 32,406 | -1 | -0.0% | -$50 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $158.03万 | 0.54% | 28,495 | 24,485 | 610.6% | $135.79万 | 加仓 |
| UNP | UNION PAC CORP | $151.32万 | 0.52% | 5,248 | -102 | -1.9% | -$2.94万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $151.26万 | 0.52% | 7,241 | 9 | 0.1% | $1,880 | 加仓 |
| KO | COCA COLA CO | $148.96万 | 0.51% | 18,067 | -616 | -3.3% | -$5.08万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $147.39万 | 0.50% | 5,419 | -175 | -3.1% | -$4.76万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $139.45万 | 0.48% | 32,559 | 87 | 0.3% | $3,726 | 加仓 |
| LIN | LINDE PLC | $136.66万 | 0.47% | 2,658 | 6 | 0.2% | $3,085 | 加仓 |
| PWR | QUANTA SVCS INC | $132.88万 | 0.45% | 2,048 | -348 | -14.5% | -$22.58万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $130.27万 | 0.44% | 3,498 | 475 | 15.7% | $17.69万 | 加仓 |
| LLY | ELI LILLY & CO | $128.85万 | 0.44% | 1,114 | -9 | -0.8% | -$1.04万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $127.44万 | 0.43% | 76,587 | -1,261 | -1.6% | -$2.10万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $126.49万 | 0.43% | 68,041 | 210 | 0.3% | $3,904 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $126.42万 | 0.43% | 57,619 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $124.17万 | 0.42% | 5,627 | 40 | 0.7% | $8,826 | 加仓 |
| GNRC | GENERAC HLDGS INC | $118.00万 | 0.40% | 5,208 | -218 | -4.0% | -$4.94万 | 减仓 |
| ORCL | ORACLE CORP | $100.56万 | 0.34% | 7,590 | -396 | -5.0% | -$5.25万 | 减仓 |
| D | DOMINION ENERGY INC | $100.48万 | 0.34% | 14,158 | 449 | 3.3% | $3.19万 | 加仓 |
| DHR | DANAHER CORP DEL | $91.96万 | 0.31% | 4,580 | -137 | -2.9% | -$2.75万 | 减仓 |
| CAT | CATERPILLAR INC | $91.20万 | 0.31% | 997 | -232 | -18.9% | -$21.22万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $90.87万 | 0.31% | 50,622 | 1,014 | 2.0% | $1.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $85.49万 | 0.29% | 1,211 | 43 | 3.7% | $3.04万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $81.32万 | 0.28% | 10,022 | 202 | 2.1% | $1.64万 | 加仓 |
| PFE | PFIZER INC | $81.02万 | 0.28% | 32,642 | -834 | -2.5% | -$2.07万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $78.42万 | 0.27% | 2,250 | 27 | 1.2% | $9,410 | 加仓 |
| CRM | SALESFORCE INC | $77.66万 | 0.26% | 4,650 | -372 | -7.4% | -$6.21万 | 减仓 |
| ESGU | ISHARES TR | $77.41万 | 0.26% | 4,669 | 255 | 5.8% | $4.23万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $77.08万 | 0.26% | 32,386 | -43,599 | -57.4% | -$103.77万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $72.19万 | 0.25% | 35,395 | -713 | -2.0% | -$1.45万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $71.36万 | 0.24% | 12,041 | -14,110 | -54.0% | -$83.62万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $70.57万 | 0.24% | 30,041 | 416 | 1.4% | $9,772 | 加仓 |
| TMUS | T-MOBILE US INC | $68.88万 | 0.23% | 3,671 | -58 | -1.6% | -$1.09万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $68.76万 | 0.23% | 12,067 | -6,461 | -34.9% | -$36.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.39万 | 0.23% | 1,380 | 57 | 4.3% | $2.78万 | 加仓 |
| EFA | ISHARES TR | $63.99万 | 0.22% | 6,115 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $63.38万 | 0.22% | 2,134 | -136 | -6.0% | -$4.04万 | 减仓 |
| CSCO | CISCO SYS INC | $56.94万 | 0.19% | 5,094 | -100 | -1.9% | -$1.12万 | 减仓 |
| DOL | WISDOMTREE TR | $53.14万 | 0.18% | 7,145 | -600 | -7.7% | -$4.46万 | 减仓 |
| VPU | VANGUARD WORLD FD | $51.62万 | 0.18% | 2,639 | -167 | -6.0% | -$3.27万 | 减仓 |
| WMT | WALMART INC | $50.93万 | 0.17% | 4,526 | -936 | -17.1% | -$10.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $49.42万 | 0.17% | 539 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $48.92万 | 0.17% | 6,468 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $48.27万 | 0.16% | 5,501 | -1 | -0.0% | -$88 | 减仓 |
| FYLD | CAMBRIA ETF TR | $48.22万 | 0.16% | 12,665 | 21 | 0.2% | $799 | 加仓 |
| HD | HOME DEPOT INC | $46.84万 | 0.16% | 1,372 | -316 | -18.7% | -$10.79万 | 减仓 |
| ETN | EATON CORP PLC | $45.74万 | 0.16% | 1,108 | 249 | 29.0% | $10.28万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $45.43万 | 0.15% | 2,089 | -183 | -8.1% | -$3.98万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $45.23万 | 0.15% | 3,375 | 213 | 6.7% | $2.85万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $43.36万 | 0.15% | 2,372 | -52,003 | -95.6% | -$950.65万 | 减仓 |
| INTC | INTEL CORP | $41.48万 | 0.14% | 4,028 | -1,437 | -26.3% | -$14.80万 | 减仓 |
| OKE | ONEOK INC NEW | $39.79万 | 0.14% | 4,371 | -147 | -3.3% | -$1.34万 | 减仓 |
| ABBV | ABBVIE INC | $38.69万 | 0.13% | 1,585 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.79万 | 0.13% | 1,742 | 87 | 5.3% | $1.84万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $35.78万 | 0.12% | 6,464 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $35.14万 | 0.12% | 5,519 | -451 | -7.6% | -$2.87万 | 减仓 |
| TFC | TRUIST FINL CORP | $34.67万 | 0.12% | 6,567 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $34.09万 | 0.12% | 4,431 | 624 | 16.4% | $4.80万 | 加仓 |
| BRNY | EA SERIES TRUST | $33.90万 | 0.12% | 5,789 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $33.08万 | 0.11% | 643 | 163 | 34.0% | $8.39万 | 加仓 |
| IWN | ISHARES TR | $32.00万 | 0.11% | 1,446 | -25 | -1.7% | -$5,532 | 减仓 |
| BAC | BANK OF AMER CORP | $29.70万 | 0.10% | 4,822 | 121 | 2.6% | $7,452 | 加仓 |
| WM | WASTE MGMT INC DEL | $27.96万 | 0.10% | 1,201 | 0 | 0.0% | — | 不变 |