Meridian Wealth Advisors, LLC
AUSTIN TX · SEC CIK 0001768095
$8.80亿2026Q2 申报市值
211持仓数
40.4%前十大占比 · 第一大 10.8%
22 / 16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
CGDV 加仓+$2,306.96万
IAU 加仓+$425.48万
TMO 加仓+$403.85万
GE 新建仓+$379.86万
CMI 新建仓+$326.65万
2026Q2 卖出最多 按季末市值估算
IQV 减仓-$428.60万
HON 减仓-$378.35万
AESI 减仓-$273.50万
MDT 清仓-$236.10万
SNOW 清仓-$221.04万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,465.29万 | 10.76% | 126,391 | 4,208 | 3.4% | $315.13万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,843.16万 | 5.50% | 641,393 | 56,347 | 9.6% | $425.48万 | 加仓 |
| — | EXXON MOBIL CORP | $4,408.14万 | 5.01% | 322,421 | 249 | 0.1% | $3.40万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,819.53万 | 3.20% | 349,947 | 35,739 | 11.4% | $287.95万 | 加仓 |
| AAPL | APPLE INC | $2,720.13万 | 3.09% | 94,005 | 526 | 0.6% | $15.22万 | 加仓 |
| USMV | ISHARES TR | $2,459.86万 | 2.80% | 255,013 | 18,238 | 7.7% | $175.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,388.74万 | 2.71% | 31,988 | 628 | 2.0% | $46.90万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,348.21万 | 2.67% | 476,503 | 468,133 | 5,593.0% | $2,306.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,198.62万 | 2.50% | 58,941 | 1,806 | 3.2% | $67.37万 | 加仓 |
| GOOGL | ALPHABET INC | $1,862.95万 | 2.12% | 52,129 | -82 | -0.2% | -$2.93万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,849.73万 | 2.10% | 259,612 | 41,906 | 19.2% | $298.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,779.56万 | 2.02% | 25,910 | -862 | -3.2% | -$59.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,760.39万 | 2.00% | 53,780 | 1,701 | 3.3% | $55.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,749.66万 | 1.99% | 87,444 | 3,058 | 3.6% | $61.19万 | 加仓 |
| OEF | ISHARES TR | $1,634.54万 | 1.86% | 44,676 | -1,900 | -4.1% | -$69.51万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,625.08万 | 1.85% | 182,184 | 19,373 | 11.9% | $172.81万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,566.60万 | 1.78% | 26,968 | 495 | 1.9% | $28.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,479.27万 | 1.68% | 62,517 | 997 | 1.6% | $23.59万 | 加仓 |
| AMZN | AMAZON COM INC | $1,392.22万 | 1.58% | 58,413 | 3,011 | 5.4% | $71.76万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,311.03万 | 1.49% | 789,299 | -164,659 | -17.3% | -$273.50万 | 减仓 |
| PTLC | PACER FDS TR | $1,188.19万 | 1.35% | 203,946 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1,090.40万 | 1.24% | 25,589 | 509 | 2.0% | $21.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $990.24万 | 1.13% | 10,586 | 225 | 2.2% | $21.05万 | 加仓 |
| IWF | ISHARES TR | $941.77万 | 1.07% | 75,845 | -39 | -0.1% | -$4,843 | 减仓 |
| SDY | SPDR SERIES TRUST | $923.65万 | 1.05% | 60,695 | 2,537 | 4.4% | $38.61万 | 加仓 |
| AVGO | BROADCOM INC | $844.14万 | 0.96% | 22,347 | 1,679 | 8.1% | $63.42万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $825.41万 | 0.94% | 11,736 | -170 | -1.4% | -$11.96万 | 减仓 |
| WMT | WALMART INC | $762.27万 | 0.87% | 67,302 | 4,258 | 6.8% | $48.23万 | 加仓 |
| LLY | ELI LILLY & CO | $756.13万 | 0.86% | 6,304 | 75 | 1.2% | $9.00万 | 加仓 |
| V | VISA INC | $732.67万 | 0.83% | 21,355 | 502 | 2.4% | $17.22万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $729.09万 | 0.83% | 180,469 | -10,323 | -5.4% | -$41.70万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $718.15万 | 0.82% | 21,059 | 603 | 2.9% | $20.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $677.15万 | 0.77% | 35,542 | 941 | 2.7% | $17.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $663.57万 | 0.75% | 13,261 | 28 | 0.2% | $1.40万 | 加仓 |
| HD | HOME DEPOT INC | $643.44万 | 0.73% | 18,244 | 632 | 3.6% | $22.29万 | 加仓 |
| GOOG | ALPHABET INC | $639.21万 | 0.73% | 18,091 | 288 | 1.6% | $10.18万 | 加仓 |
| MPC | MARATHON PETE CORP | $636.42万 | 0.72% | 24,892 | 462 | 1.9% | $11.81万 | 加仓 |
| ALL | ALLSTATE CORP | $618.54万 | 0.70% | 25,996 | 708 | 2.8% | $16.85万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $585.83万 | 0.67% | 63,615 | 1,541 | 2.5% | $14.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $583.67万 | 0.66% | 8,073 | 262 | 3.4% | $18.94万 | 加仓 |
| IVW | ISHARES TR | $576.87万 | 0.66% | 41,945 | 21 | 0.1% | $2,888 | 加仓 |
| SPGI | S&P GLOBAL INC | $569.52万 | 0.65% | 13,984 | 329 | 2.4% | $13.40万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $561.55万 | 0.64% | 122,878 | 17,456 | 16.6% | $79.77万 | 加仓 |
| META | META PLATFORMS INC | $531.34万 | 0.60% | 9,433 | 527 | 5.9% | $29.68万 | 加仓 |
| MCK | MCKESSON CORP | $505.61万 | 0.57% | 6,692 | 292 | 4.6% | $22.06万 | 加仓 |
| CSCO | CISCO SYS INC | $479.82万 | 0.55% | 40,849 | 1,477 | 3.8% | $17.35万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $468.82万 | 0.53% | 9,351 | 8,055 | 621.5% | $403.85万 | 加仓 |
| MS | MORGAN STANLEY | $468.67万 | 0.53% | 22,420 | 675 | 3.1% | $14.11万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $462.89万 | 0.53% | 16,471 | 446 | 2.8% | $12.53万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $426.83万 | 0.49% | 8,690 | 9 | 0.1% | $4,421 | 加仓 |
| KO | COCA COLA CO | $385.78万 | 0.44% | 47,469 | 305 | 0.6% | $2.48万 | 加仓 |
| GE | GE AEROSPACE | $379.86万 | 0.43% | 10,164 | 10,164 | — | $379.86万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $369.95万 | 0.42% | 13,156 | -181 | -1.4% | -$5.09万 | 减仓 |
| SBUX | STARBUCKS CORP | $355.50万 | 0.40% | 34,788 | 1,317 | 3.9% | $13.46万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $351.37万 | 0.40% | 11,985 | 656 | 5.8% | $19.23万 | 加仓 |
| IJH | ISHARES TR | $343.35万 | 0.39% | 44,528 | 2,053 | 4.8% | $15.83万 | 加仓 |
| ADI | ANALOG DEVICES INC | $336.63万 | 0.38% | 8,476 | 3,663 | 76.1% | $145.48万 | 加仓 |
| IRM | IRON MTN INC DEL | $336.17万 | 0.38% | 26,615 | 1,216 | 4.8% | $15.36万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $332.22万 | 0.38% | 19,556 | 4,637 | 31.1% | $78.77万 | 重新持有 |
| MRK | MERCK & CO INC | $330.21万 | 0.38% | 25,697 | -2 | -0.0% | -$257 | 减仓 |
| CMI | CUMMINS INC | $326.65万 | 0.37% | 4,580 | 4,580 | — | $326.65万 | 新建仓 |
| UNP | UNION PAC CORP | $311.95万 | 0.35% | 11,469 | -34 | -0.3% | -$9,248 | 减仓 |
| AMGN | AMGEN INC | $303.27万 | 0.34% | 8,375 | 11 | 0.1% | $3,983 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $281.30万 | 0.32% | 11,076 | 46 | 0.4% | $1.17万 | 加仓 |
| NFLX | NETFLIX INC. | $274.30万 | 0.31% | 38,418 | 2,932 | 8.3% | $20.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $267.11万 | 0.30% | 3,627 | -259 | -6.7% | -$19.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $265.66万 | 0.30% | 12,486 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $258.33万 | 0.29% | 35,800 | 2,066 | 6.1% | $14.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $218.99万 | 0.25% | 5,269 | 178 | 3.5% | $7.40万 | 加仓 |
| IYW | ISHARES TR | $203.07万 | 0.23% | 8,051 | -25 | -0.3% | -$6,306 | 减仓 |
| VTI | VANGUARD INDEX FDS | $202.92万 | 0.23% | 5,484 | 41 | 0.8% | $1.52万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $201.72万 | 0.23% | 16,613 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $198.59万 | 0.23% | 5,391 | -255 | -4.5% | -$9.39万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $186.64万 | 0.21% | 15,789 | 15,789 | — | $186.64万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $176.24万 | 0.20% | 85,722 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $172.20万 | 0.20% | 5,731 | 1,062 | 22.7% | $31.91万 | 加仓 |
| KLAC | KLA CORP | $158.70万 | 0.18% | 5,260 | 10 | 0.2% | $3,017 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $154.34万 | 0.18% | 3,232 | 66 | 2.1% | $3.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $152.48万 | 0.17% | 9,199 | 39 | 0.4% | $6,465 | 加仓 |
| INFL | LISTED FDS TR | $151.70万 | 0.17% | 30,414 | 4,516 | 17.4% | $22.53万 | 加仓 |
| LOW | LOWES COS INC | $151.44万 | 0.17% | 6,868 | 107 | 1.6% | $2.36万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $148.80万 | 0.17% | 2,897 | 58 | 2.0% | $2.98万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $148.69万 | 0.17% | 40,448 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $142.65万 | 0.16% | 9,383 | -196 | -2.0% | -$2.98万 | 减仓 |
| VHT | VANGUARD WORLD FD | $142.08万 | 0.16% | 4,752 | -249 | -5.0% | -$7.44万 | 减仓 |
| ET | ENERGY TRANSFER L P | $131.70万 | 0.15% | 68,879 | 514 | 0.8% | $9,828 | 加仓 |
| SPMD | SPDR SERIES TRUST | $130.73万 | 0.15% | 19,350 | 62 | 0.3% | $4,189 | 加仓 |
| IWB | ISHARES TR | $130.63万 | 0.15% | 3,190 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $129.83万 | 0.15% | 31,037 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $123.19万 | 0.14% | 1,157 | 75 | 6.9% | $7.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $120.05万 | 0.14% | 1,040 | -137 | -11.6% | -$15.81万 | 减仓 |
| CI | THE CIGNA GROUP | $119.44万 | 0.14% | 4,333 | 4,333 | — | $119.44万 | 新建仓 |
| MCD | MCDONALDS CORP | $113.74万 | 0.13% | 4,208 | 46 | 1.1% | $1.24万 | 加仓 |
| PEP | PEPSICO INC | $109.17万 | 0.12% | 8,063 | 101 | 1.3% | $1.37万 | 加仓 |
| VGT | VANGUARD WORLD FD | $108.09万 | 0.12% | 9,043 | 6,275 | 226.7% | $75.00万 | 加仓 |
| CB | CHUBB LIMITED | $105.57万 | 0.12% | 3,098 | -18 | -0.6% | -$6,134 | 减仓 |
| VUG | VANGUARD INDEX FDS | $104.19万 | 0.12% | 12,096 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $103.67万 | 0.12% | 5,464 | 131 | 2.5% | $2.49万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $102.59万 | 0.12% | 1,014 | -17 | -1.6% | -$1.72万 | 减仓 |
| PFE | PFIZER INC | $102.49万 | 0.12% | 42,564 | -2,079 | -4.7% | -$5.01万 | 减仓 |