Meridian Wealth Advisors, LLC
AUSTIN TX · SEC CIK 0001768095
$7.56亿2026Q1 申报市值
202持仓数
43.3%前十大占比 · 第一大 10.6%
20 / 5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
TCBX 加仓+$650.34万
VO 加仓+$487.03万
USMV 加仓+$362.99万
NFLX 新建仓+$341.20万
HONEYWELL INTL I 加仓+$298.70万
2026Q1 卖出最多 按季末市值估算
MRK 减仓-$342.28万
MMM 减仓-$340.46万
UNP 减仓-$333.03万
CRM 减仓-$280.67万
VOO 减仓-$190.44万
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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $76.62万 | 0.10% | 1,082 | 14 | 1.3% | $9,914 | 加仓 |
| KLAC | KLA CORP | $77.30万 | 0.10% | 525 | -2 | -0.4% | -$2,945 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $77.71万 | 0.10% | 4,805 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $77.92万 | 0.10% | 5,394 | 321 | 6.3% | $4.64万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $78.47万 | 0.10% | 7,643 | 278 | 3.8% | $2.85万 | 加仓 |
| BX | BLACKSTONE INC | $78.64万 | 0.10% | 6,839 | -441 | -6.1% | -$5.07万 | 减仓 |
| O | REALTY INCOME CORP | $80.18万 | 0.11% | 13,105 | -220 | -1.7% | -$1.35万 | 减仓 |
| VV | VANGUARD INDEX FDS | $82.18万 | 0.11% | 2,750 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $83.17万 | 0.11% | 23,469 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $87.21万 | 0.12% | 1,031 | -6 | -0.6% | -$5,075 | 减仓 |
| VUG | VANGUARD INDEX FDS | $88.06万 | 0.12% | 2,016 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $91.61万 | 0.12% | 5,736 | 20 | 0.3% | $3,194 | 加仓 |
| BLK | BLACKROCK INC | $94.92万 | 0.13% | 987 | -51 | -4.9% | -$4.90万 | 减仓 |
| T | AT&T INC | $95.50万 | 0.13% | 32,941 | -921 | -2.7% | -$2.67万 | 减仓 |
| CRM | SALESFORCE INC | $98.65万 | 0.13% | 5,285 | -15,036 | -74.0% | -$280.67万 | 减仓 |
| CB | CHUBB LTD SWITZ | $101.56万 | 0.13% | 3,116 | -66 | -2.1% | -$2.15万 | 减仓 |
| RTX | RTX CORPORATION | $102.87万 | 0.14% | 5,333 | -64 | -1.2% | -$1.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.98万 | 0.14% | 3,166 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $108.51万 | 0.14% | 20,316 | 20,316 | — | $108.51万 | 新建仓 |
| GDX | VANECK ETF TRUST | $109.71万 | 0.15% | 11,955 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $113.50万 | 0.15% | 31,037 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $113.74万 | 0.15% | 3,190 | 5 | 0.2% | $1,783 | 加仓 |
| SPMD | SPDR SERIES TRUST | $114.22万 | 0.15% | 19,288 | 19,288 | — | $114.22万 | 新建仓 |
| IWM | ISHARES TR | $115.78万 | 0.15% | 4,669 | -178 | -3.7% | -$4.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $117.74万 | 0.16% | 1,948 | -143 | -6.8% | -$8.64万 | 减仓 |
| PEP | PEPSICO INC | $123.64万 | 0.16% | 7,962 | 108 | 1.4% | $1.68万 | 加仓 |
| PFE | PFIZER INC | $125.36万 | 0.17% | 44,643 | 692 | 1.6% | $1.94万 | 加仓 |
| MCD | MCDONALDS CORP | $129.36万 | 0.17% | 4,162 | -78 | -1.8% | -$2.42万 | 减仓 |
| ET | ENERGY TRANSFER L P | $131.94万 | 0.17% | 68,365 | -63 | -0.1% | -$1,216 | 减仓 |
| INFL | LISTED FDS TR | $134.82万 | 0.18% | 25,898 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $136.19万 | 0.18% | 5,001 | 1 | 0.0% | $272 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $137.77万 | 0.18% | 5,091 | -6,288 | -55.3% | -$170.16万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $138.69万 | 0.18% | 9,579 | 10 | 0.1% | $1,448 | 加仓 |
| MA | MASTERCARD INCORPORATED | $141.85万 | 0.19% | 2,839 | 52 | 1.9% | $2.60万 | 加仓 |
| IYW | ISHARES TR | $146.51万 | 0.19% | 8,076 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $146.76万 | 0.19% | 85,722 | -12,000 | -12.3% | -$20.54万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $153.06万 | 0.20% | 40,448 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $153.12万 | 0.20% | 4,813 | 23 | 0.5% | $7,317 | 加仓 |
| LOW | LOWES COS INC | $159.74万 | 0.21% | 6,761 | 18 | 0.3% | $4,253 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $166.42万 | 0.22% | 16,613 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $174.62万 | 0.23% | 5,443 | 431 | 8.6% | $13.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $189.51万 | 0.25% | 9,160 | 824 | 9.9% | $17.05万 | 加仓 |
| DOV | DOVER CORP | $211.35万 | 0.28% | 10,139 | 10,139 | — | $211.35万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $221.04万 | 0.29% | 14,656 | 8,269 | 129.5% | $124.71万 | 加仓 |
| QQQ | INVESCO QQQ TR | $224.30万 | 0.30% | 3,886 | 287 | 8.0% | $16.57万 | 加仓 |
| MDT | MEDTRONIC PLC | $236.10万 | 0.31% | 27,248 | 24,918 | 1,069.4% | $215.91万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $239.63万 | 0.32% | 12,486 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $242.65万 | 0.32% | 33,734 | 31,184 | 1,222.9% | $224.31万 | 重新持有 |
| GLD | SPDR GOLD TR | $242.94万 | 0.32% | 5,646 | 42 | 0.7% | $1.81万 | 加仓 |
| IRM | IRON MTN INC DEL | $259.43万 | 0.34% | 25,399 | 5,085 | 25.0% | $51.94万 | 加仓 |
| AMAT | APPLIED MATLS INC | $266.97万 | 0.35% | 7,811 | 6,521 | 505.5% | $222.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $269.63万 | 0.36% | 11,030 | 8 | 0.1% | $1,956 | 加仓 |
| UNP | UNION PAC CORP | $279.10万 | 0.37% | 11,503 | -13,726 | -54.4% | -$333.03万 | 减仓 |
| IJH | ISHARES TR | $286.83万 | 0.38% | 42,475 | 17,763 | 71.9% | $119.95万 | 加仓 |
| AMGN | AMGEN INC | $294.28万 | 0.39% | 8,364 | 132 | 1.6% | $4.64万 | 加仓 |
| SBUX | STARBUCKS CORP | $299.87万 | 0.40% | 33,471 | -1,146 | -3.3% | -$10.27万 | 减仓 |
| CSCO | CISCO SYS INC | $305.49万 | 0.40% | 39,372 | 27,862 | 242.1% | $216.18万 | 加仓 |
| MRK | MERCK & CO INC | $309.13万 | 0.41% | 25,699 | -28,455 | -52.5% | -$342.28万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $315.46万 | 0.42% | 16,025 | -5,720 | -26.3% | -$112.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $323.27万 | 0.43% | 13,337 | 913 | 7.3% | $22.13万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $327.95万 | 0.43% | 20,456 | 8,742 | 74.6% | $140.15万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $329.10万 | 0.44% | 11,329 | 2,332 | 25.9% | $67.74万 | 加仓 |
| NFLX | NETFLIX INC. | $341.20万 | 0.45% | 35,486 | 35,486 | — | $341.20万 | 新建仓 |
| MS | MORGAN STANLEY | $357.86万 | 0.47% | 21,745 | -3,214 | -12.9% | -$52.89万 | 减仓 |
| KO | COCA COLA CO | $358.68万 | 0.47% | 47,164 | 5,897 | 14.3% | $44.85万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $361.76万 | 0.48% | 8,681 | -876 | -9.2% | -$36.50万 | 减仓 |
| IQV | IQVIA HLDGS INC | $410.88万 | 0.54% | 24,093 | 5,849 | 32.1% | $99.75万 | 加仓 |
| — | HONEYWELL INTL INC | $446.77万 | 0.59% | 19,766 | 13,215 | 201.7% | $298.70万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $459.85万 | 0.61% | 34,601 | -4,549 | -11.6% | -$60.46万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $472.82万 | 0.63% | 105,422 | 14,897 | 16.5% | $66.81万 | 加仓 |
| IVW | ISHARES TR | $474.20万 | 0.63% | 41,924 | 120 | 0.3% | $1.36万 | 加仓 |
| META | META PLATFORMS INC | $509.51万 | 0.67% | 8,906 | -809 | -8.3% | -$46.28万 | 减仓 |
| GOOG | ALPHABET INC | $510.68万 | 0.68% | 17,803 | -165 | -0.9% | -$4.73万 | 减仓 |
| ALL | ALLSTATE CORP | $524.33万 | 0.69% | 25,288 | -1,571 | -5.8% | -$32.57万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $538.54万 | 0.71% | 26,473 | -2,822 | -9.6% | -$57.41万 | 减仓 |
| MCK | MCKESSON CORP | $553.86万 | 0.73% | 6,400 | -803 | -11.1% | -$69.49万 | 减仓 |
| LLY | ELI LILLY & CO | $572.88万 | 0.76% | 6,229 | -145 | -2.3% | -$13.34万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $573.01万 | 0.76% | 62,074 | -4,833 | -7.2% | -$44.61万 | 减仓 |
| HD | HOME DEPOT INC | $579.23万 | 0.77% | 17,612 | 1,040 | 6.3% | $34.20万 | 加仓 |
| SPGI | S&P GLOBAL INC | $580.80万 | 0.77% | 13,655 | 1,943 | 16.6% | $82.64万 | 加仓 |
| MPC | MARATHON PETE CORP | $596.52万 | 0.79% | 24,430 | -358 | -1.4% | -$8.74万 | 减仓 |
| V | VISA INC | $630.26万 | 0.83% | 20,853 | -5,193 | -19.9% | -$156.95万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $634.13万 | 0.84% | 13,233 | -206 | -1.5% | -$9.87万 | 减仓 |
| AVGO | BROADCOM INC | $639.68万 | 0.85% | 20,668 | 1,932 | 10.3% | $59.80万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $721.77万 | 0.95% | 190,792 | 171,910 | 910.4% | $650.34万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $734.34万 | 0.97% | 11,906 | 153 | 1.3% | $9.44万 | 加仓 |
| WMT | WALMART INC | $783.51万 | 1.04% | 63,044 | -2,500 | -3.8% | -$31.07万 | 减仓 |
| IWF | ISHARES TR | $808.91万 | 1.07% | 18,971 | 3,396 | 21.8% | $144.80万 | 加仓 |
| SDY | SPDR SERIES TRUST | $848.76万 | 1.12% | 58,158 | 8,208 | 16.4% | $119.79万 | 加仓 |
| ETN | EATON CORP PLC | $897.05万 | 1.19% | 25,080 | -883 | -3.4% | -$31.58万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,032.44万 | 1.37% | 10,361 | -381 | -3.5% | -$37.97万 | 减仓 |
| PTLC | PACER FDS TR | $1,069.90万 | 1.41% | 203,946 | 459 | 0.2% | $2.41万 | 加仓 |
| AMZN | AMAZON COM INC | $1,153.86万 | 1.53% | 55,402 | 6,195 | 12.6% | $129.02万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,251.59万 | 1.65% | 953,958 | -37,000 | -3.7% | -$48.54万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,323.05万 | 1.75% | 61,520 | -1,286 | -2.0% | -$27.66万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,381.29万 | 1.83% | 162,811 | 32,277 | 24.7% | $273.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,395.06万 | 1.84% | 217,706 | 31,638 | 17.0% | $202.74万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,471.69万 | 1.95% | 84,386 | 3,820 | 4.7% | $66.62万 | 加仓 |
| OEF | ISHARES TR | $1,481.43万 | 1.96% | 46,576 | 53 | 0.1% | $1.69万 | 加仓 |
| GOOGL | ALPHABET INC | $1,501.37万 | 1.98% | 52,211 | -619 | -1.2% | -$17.80万 | 减仓 |