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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $2,664.46万 | 9.80% | 43,965 | 467 | 1.1% | $28.30万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2,294.30万 | 8.44% | 337,943 | 11,164 | 3.4% | $75.79万 | 加仓 |
| DGRO | ISHARES TR | $2,264.04万 | 8.33% | 320,868 | -50,302 | -13.6% | -$354.93万 | 减仓 |
| IVLU | ISHARES TR | $1,426.01万 | 5.24% | 354,552 | 23,973 | 7.3% | $96.42万 | 加仓 |
| IWY | ISHARES TR | $1,049.00万 | 3.86% | 41,607 | 3,117 | 8.1% | $78.59万 | 加仓 |
| AAPL | APPLE INC | $939.83万 | 3.46% | 37,074 | 670 | 1.8% | $16.98万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $915.74万 | 3.37% | 2,175 | 2,098 | 2,724.7% | $883.33万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $786.84万 | 2.89% | 245,657 | 245,657 | — | $786.84万 | 新建仓 |
| IVV | ISHARES TR | $777.17万 | 2.86% | 11,733 | 951 | 8.8% | $62.99万 | 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 |
| — | EXXON MOBIL CORP | $540.47万 | 1.99% | 32,974 | 3,092 | 10.3% | $50.68万 | 加仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $531.78万 | 1.96% | 137,660 | -3,501 | -2.5% | -$13.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $527.22万 | 1.94% | 14,162 | 384 | 2.8% | $14.30万 | 加仓 |
| GOOGL | ALPHABET INC | $472.17万 | 1.74% | 15,458 | 308 | 2.0% | $9.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $437.57万 | 1.61% | 24,569 | 396 | 1.6% | $7.05万 | 加仓 |
| AMZN | AMAZON COM INC | $422.45万 | 1.55% | 19,762 | 153 | 0.8% | $3.27万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $410.72万 | 1.51% | 53,292 | 1,851 | 3.6% | $14.27万 | 加仓 |
| DLN | WISDOMTREE TR | $334.40万 | 1.23% | 37,213 | -101 | -0.3% | -$9,076 | 减仓 |
| DGRW | WISDOMTREE TR | $320.78万 | 1.18% | 36,291 | -1,309 | -3.5% | -$11.57万 | 减仓 |
| V | VISA INC | $307.52万 | 1.13% | 10,164 | 65 | 0.6% | $1.97万 | 加仓 |
| GOOG | ALPHABET INC | $290.28万 | 1.07% | 9,551 | 38 | 0.4% | $1.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $289.47万 | 1.06% | 14,363 | 536 | 3.9% | $10.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $281.19万 | 1.03% | 9,455 | -11 | -0.1% | -$3,271 | 减仓 |
| IWV | ISHARES TR | $274.25万 | 1.01% | 7,302 | 1,108 | 17.9% | $41.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $257.51万 | 0.95% | 11,624 | 57 | 0.5% | $1.26万 | 加仓 |
| AVGO | BROADCOM INC | $253.03万 | 0.93% | 7,576 | 99 | 1.3% | $3.31万 | 加仓 |
| IWR | ISHARES TR | $252.83万 | 0.93% | 25,642 | 2,160 | 9.2% | $21.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $229.98万 | 0.85% | 5,434 | -57 | -1.0% | -$2.41万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $227.90万 | 0.84% | 24,330 | 143 | 0.6% | $1.34万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $208.54万 | 0.77% | 5,891 | -34 | -0.6% | -$1.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $201.11万 | 0.74% | 5,824 | 118 | 2.1% | $4.07万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $190.24万 | 0.70% | 13,464 | 339 | 2.6% | $4.79万 | 加仓 |
| PFXF | VANECK ETF TRUST | $189.57万 | 0.70% | 107,529 | 18,791 | 21.2% | $33.13万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $186.12万 | 0.68% | 14,119 | -17 | -0.1% | -$2,241 | 减仓 |
| MRK | MERCK & CO INC | $168.42万 | 0.62% | 14,120 | 231 | 1.7% | $2.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $160.00万 | 0.59% | 6,711 | -149 | -2.2% | -$3.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $157.88万 | 0.58% | 32,472 | 527 | 1.6% | $2.56万 | 加仓 |
| TSLA | TESLA INC | $155.99万 | 0.57% | 4,500 | 25 | 0.6% | $8,666 | 加仓 |
| IQLT | ISHARES TR | $151.57万 | 0.56% | 32,407 | 3,905 | 13.7% | $18.26万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $150.57万 | 0.55% | 5,594 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $146.24万 | 0.54% | 26,151 | 14,073 | 116.5% | $78.70万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $145.05万 | 0.53% | 75,985 | 79 | 0.1% | $1,508 | 加仓 |
| KO | COCA COLA CO | $141.82万 | 0.52% | 18,683 | 434 | 2.4% | $3.29万 | 加仓 |
| USB | US BANCORP | $139.45万 | 0.51% | 25,968 | 37 | 0.1% | $1,987 | 加仓 |
| PWR | QUANTA SVCS INC | $133.11万 | 0.49% | 2,396 | -9 | -0.4% | -$5,000 | 减仓 |
| UNP | UNION PAC CORP | $131.66万 | 0.48% | 5,350 | 268 | 5.3% | $6.60万 | 加仓 |
| LIN | LINDE PLC | $131.17万 | 0.48% | 2,652 | 2,652 | — | $131.17万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $131.01万 | 0.48% | 7,232 | 200 | 2.8% | $3.62万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $130.47万 | 0.48% | 77,848 | 55,943 | 255.4% | $93.76万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $126.78万 | 0.47% | 67,831 | 48,916 | 258.6% | $91.42万 | 加仓 |
| JMSB | JOHN MARSHALL BANCORP INC | $118.18万 | 0.43% | 57,619 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $114.34万 | 0.42% | 7,986 | 786 | 10.9% | $11.25万 | 加仓 |
| QUAL | ISHARES TR | $108.05万 | 0.40% | 5,587 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $104.72万 | 0.39% | 18,528 | 12,479 | 206.3% | $70.53万 | 加仓 |
| LLY | ELI LILLY & CO | $104.56万 | 0.38% | 1,123 | -2 | -0.2% | -$1,862 | 减仓 |
| GNRC | GENERAC HLDGS INC | $103.69万 | 0.38% | 5,426 | -4,630 | -46.0% | -$88.48万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $98.38万 | 0.36% | 3,023 | 407 | 15.6% | $13.25万 | 加仓 |
| CRM | SALESFORCE INC | $91.88万 | 0.34% | 5,022 | 121 | 2.5% | $2.21万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $91.20万 | 0.34% | 95,995 | 1,961 | 2.1% | $1.86万 | 加仓 |
| PFE | PFIZER INC | $90.72万 | 0.33% | 33,476 | 876 | 2.7% | $2.37万 | 加仓 |
| DHR | DANAHER CORP DEL | $90.10万 | 0.33% | 4,717 | 171 | 3.8% | $3.27万 | 加仓 |
| CAT | CATERPILLAR INC | $89.07万 | 0.33% | 1,229 | 14 | 1.2% | $1.01万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $88.45万 | 0.33% | 49,608 | 1,049 | 2.2% | $1.87万 | 加仓 |
| D | DOMINION ENERGY INC | $85.94万 | 0.32% | 13,709 | -212 | -1.5% | -$1.33万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $82.33万 | 0.30% | 29,625 | 1,990 | 7.2% | $5.53万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $79.77万 | 0.29% | 2,223 | 30 | 1.4% | $1.08万 | 加仓 |
| TMUS | T-MOBILE US INC | $74.78万 | 0.28% | 3,729 | 109 | 3.0% | $2.19万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $73.84万 | 0.27% | 36,108 | 36,108 | — | $73.84万 | 新建仓 |
| VSGX | VANGUARD WORLD FD | $71.13万 | 0.26% | 9,820 | 33 | 0.3% | $2,390 | 加仓 |
| QQQ | INVESCO QQQ TR | $68.75万 | 0.25% | 1,168 | -204 | -14.9% | -$12.01万 | 减仓 |
| WMT | WALMART INC | $66.90万 | 0.25% | 5,462 | 88 | 1.6% | $1.08万 | 加仓 |
| ESGU | ISHARES TR | $63.34万 | 0.23% | 4,414 | 98 | 2.3% | $1.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.25万 | 0.23% | 1,323 | 188 | 16.6% | $8.99万 | 加仓 |
| VB | VANGUARD INDEX FDS | $60.28万 | 0.22% | 2,270 | 670 | 41.9% | $17.79万 | 加仓 |
| EFA | ISHARES TR | $60.14万 | 0.22% | 6,115 | 1,860 | 43.7% | $18.29万 | 加仓 |
| VPU | VANGUARD WORLD FD | $56.11万 | 0.21% | 2,806 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $54.63万 | 0.20% | 539 | 10 | 1.9% | $1.01万 | 加仓 |
| HD | HOME DEPOT INC | $53.80万 | 0.20% | 1,688 | 27 | 1.6% | $8,605 | 加仓 |
| DOL | WISDOMTREE TR | $53.63万 | 0.20% | 7,745 | 0 | 0.0% | — | 不变 |
| FYLD | CAMBRIA ETF TR | $47.66万 | 0.18% | 12,644 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $44.89万 | 0.17% | 2,272 | 1,222 | 116.4% | $24.14万 | 加仓 |
| IJH | ISHARES TR | $44.34万 | 0.16% | 6,468 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.91万 | 0.15% | 5,194 | 100 | 2.0% | $8,068 | 加仓 |
| OKE | ONEOK INC NEW | $40.95万 | 0.15% | 4,518 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $40.79万 | 0.15% | 917 | -10 | -1.1% | -$4,448 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.56万 | 0.15% | 1,655 | -17 | -1.0% | -$4,166 | 减仓 |
| ESGV | VANGUARD WORLD FD | $36.06万 | 0.13% | 3,162 | 78 | 2.5% | $8,895 | 加仓 |
| DGS | WISDOMTREE TR | $35.69万 | 0.13% | 5,970 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $34.05万 | 0.13% | 6,464 | 6,464 | — | $34.05万 | 新建仓 |
| ABBV | ABBVIE INC | $32.71万 | 0.12% | 1,585 | 3 | 0.2% | $619 | 加仓 |
| ETN | EATON CORP PLC | $31.68万 | 0.12% | 859 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $31.41万 | 0.12% | 6,567 | -45 | -0.7% | -$2,152 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $30.13万 | 0.11% | 480 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $29.41万 | 0.11% | 2,925 | 90 | 3.2% | $9,050 | 加仓 |
| INTC | INTEL CORP | $28.91万 | 0.11% | 5,465 | 0 | 0.0% | — | 不变 |
| BRNY | EA SERIES TRUST | $28.78万 | 0.11% | 5,789 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $28.46万 | 0.10% | 1,471 | 225 | 18.1% | $4.35万 | 加仓 |
| IWD | ISHARES TR | $28.41万 | 0.10% | 1,311 | 309 | 30.8% | $6.70万 | 加仓 |
| — | HONEYWELL INTL INC | $28.16万 | 0.10% | 1,258 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $28.08万 | 0.10% | 3,807 | 997 | 35.5% | $7.35万 | 加仓 |