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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $69.29万 | 0.08% | 2,858 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $70.81万 | 0.08% | 23,469 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $70.94万 | 0.08% | 16,309 | 116 | 0.7% | $5,046 | 加仓 |
| TSLA | TESLA INC | $71.92万 | 0.08% | 1,710 | 93 | 5.8% | $3.91万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $72.36万 | 0.08% | 22,818 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $72.74万 | 0.08% | 2,019 | 311 | 18.2% | $11.21万 | 加仓 |
| MMM | 3M CO | $74.26万 | 0.08% | 4,587 | -21 | -0.5% | -$3,400 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $74.90万 | 0.09% | 13,971 | 1,389 | 11.0% | $7.45万 | 加仓 |
| IUSG | ISHARES TR | $75.24万 | 0.09% | 4,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $77.25万 | 0.09% | 5,268 | -126 | -2.3% | -$1.85万 | 减仓 |
| CRM | SALESFORCE INC | $78.52万 | 0.09% | 5,012 | -273 | -5.2% | -$4.28万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $79.05万 | 0.09% | 2,337 | 36 | 1.6% | $1.22万 | 加仓 |
| O | REALTY INCOME CORP | $80.28万 | 0.09% | 12,958 | -147 | -1.1% | -$9,108 | 减仓 |
| BX | BLACKSTONE INC | $80.49万 | 0.09% | 6,840 | 1 | 0.0% | $118 | 加仓 |
| INBX | INHIBRX BIOSCIENCES INC | $80.54万 | 0.09% | 8,500 | -2,000 | -19.0% | -$18.95万 | 减仓 |
| TXN | TEXAS INSTRS INC | $80.72万 | 0.09% | 2,708 | -295 | -9.8% | -$8.79万 | 减仓 |
| HEFA | ISHARES TR | $85.48万 | 0.10% | 18,217 | 996 | 5.8% | $4.67万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $86.45万 | 0.10% | 5,449 | 1,124 | 26.0% | $17.83万 | 加仓 |
| TJX | TJX COS INC NEW | $86.88万 | 0.10% | 5,734 | -2 | -0.0% | -$303 | 减仓 |
| IJR | ISHARES TR | $87.29万 | 0.10% | 5,886 | 9 | 0.2% | $1,335 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $89.00万 | 0.10% | 4,805 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $90.20万 | 0.10% | 11,955 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $92.70万 | 0.11% | 22,208 | 1,892 | 9.3% | $7.90万 | 加仓 |
| VV | VANGUARD INDEX FDS | $94.58万 | 0.11% | 2,750 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $94.92万 | 0.11% | 987 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $99.53万 | 0.11% | 5,386 | 5 | 0.1% | $924 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $102.11万 | 0.12% | 2,004 | 56 | 2.9% | $2.85万 | 加仓 |
| PFE | PFIZER INC | $102.49万 | 0.12% | 42,564 | -2,079 | -4.7% | -$5.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $102.59万 | 0.12% | 1,014 | -17 | -1.6% | -$1.72万 | 减仓 |
| RTX | RTX CORPORATION | $103.67万 | 0.12% | 5,464 | 131 | 2.5% | $2.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $104.19万 | 0.12% | 12,096 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $105.57万 | 0.12% | 3,098 | -18 | -0.6% | -$6,134 | 减仓 |
| VGT | VANGUARD WORLD FD | $108.09万 | 0.12% | 9,043 | 6,275 | 226.7% | $75.00万 | 加仓 |
| PEP | PEPSICO INC | $109.17万 | 0.12% | 8,063 | 101 | 1.3% | $1.37万 | 加仓 |
| MCD | MCDONALDS CORP | $113.74万 | 0.13% | 4,208 | 46 | 1.1% | $1.24万 | 加仓 |
| CI | THE CIGNA GROUP | $119.44万 | 0.14% | 4,333 | 4,333 | — | $119.44万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $120.05万 | 0.14% | 1,040 | -137 | -11.6% | -$15.81万 | 减仓 |
| CAT | CATERPILLAR INC | $123.19万 | 0.14% | 1,157 | 75 | 6.9% | $7.99万 | 加仓 |
| PTMC | PACER FDS TR | $129.83万 | 0.15% | 31,037 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $130.63万 | 0.15% | 3,190 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $130.73万 | 0.15% | 19,350 | 62 | 0.3% | $4,189 | 加仓 |
| ET | ENERGY TRANSFER L P | $131.70万 | 0.15% | 68,879 | 514 | 0.8% | $9,828 | 加仓 |
| VHT | VANGUARD WORLD FD | $142.08万 | 0.16% | 4,752 | -249 | -5.0% | -$7.44万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $142.65万 | 0.16% | 9,383 | -196 | -2.0% | -$2.98万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $148.69万 | 0.17% | 40,448 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $148.80万 | 0.17% | 2,897 | 58 | 2.0% | $2.98万 | 加仓 |
| LOW | LOWES COS INC | $151.44万 | 0.17% | 6,868 | 107 | 1.6% | $2.36万 | 加仓 |
| INFL | LISTED FDS TR | $151.70万 | 0.17% | 30,414 | 4,516 | 17.4% | $22.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $152.48万 | 0.17% | 9,199 | 39 | 0.4% | $6,465 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $154.34万 | 0.18% | 3,232 | 66 | 2.1% | $3.15万 | 加仓 |
| KLAC | KLA CORP | $158.70万 | 0.18% | 5,260 | 10 | 0.2% | $3,017 | 加仓 |
| IWM | ISHARES TR | $172.20万 | 0.20% | 5,731 | 1,062 | 22.7% | $31.91万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $176.24万 | 0.20% | 85,722 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $186.64万 | 0.21% | 15,789 | 15,789 | — | $186.64万 | 新建仓 |
| GLD | SPDR GOLD TR | $198.59万 | 0.23% | 5,391 | -255 | -4.5% | -$9.39万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $201.72万 | 0.23% | 16,613 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $202.92万 | 0.23% | 5,484 | 41 | 0.8% | $1.52万 | 加仓 |
| IYW | ISHARES TR | $203.07万 | 0.23% | 8,051 | -25 | -0.3% | -$6,306 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $218.99万 | 0.25% | 5,269 | 178 | 3.5% | $7.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $258.33万 | 0.29% | 35,800 | 2,066 | 6.1% | $14.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $265.66万 | 0.30% | 12,486 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $267.11万 | 0.30% | 3,627 | -259 | -6.7% | -$19.07万 | 减仓 |
| NFLX | NETFLIX INC. | $274.30万 | 0.31% | 38,418 | 2,932 | 8.3% | $20.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $281.30万 | 0.32% | 11,076 | 46 | 0.4% | $1.17万 | 加仓 |
| AMGN | AMGEN INC | $303.27万 | 0.34% | 8,375 | 11 | 0.1% | $3,983 | 加仓 |
| UNP | UNION PAC CORP | $311.95万 | 0.35% | 11,469 | -34 | -0.3% | -$9,248 | 减仓 |
| CMI | CUMMINS INC | $326.65万 | 0.37% | 4,580 | 4,580 | — | $326.65万 | 新建仓 |
| MRK | MERCK & CO INC | $330.21万 | 0.38% | 25,697 | -2 | -0.0% | -$257 | 减仓 |
| ANET | ARISTA NETWORKS INC | $332.22万 | 0.38% | 19,556 | 4,637 | 31.1% | $78.77万 | 重新持有 |
| IRM | IRON MTN INC DEL | $336.17万 | 0.38% | 26,615 | 1,216 | 4.8% | $15.36万 | 加仓 |
| ADI | ANALOG DEVICES INC | $336.63万 | 0.38% | 8,476 | 3,663 | 76.1% | $145.48万 | 加仓 |
| IJH | ISHARES TR | $343.35万 | 0.39% | 44,528 | 2,053 | 4.8% | $15.83万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $351.37万 | 0.40% | 11,985 | 656 | 5.8% | $19.23万 | 加仓 |
| SBUX | STARBUCKS CORP | $355.50万 | 0.40% | 34,788 | 1,317 | 3.9% | $13.46万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $369.95万 | 0.42% | 13,156 | -181 | -1.4% | -$5.09万 | 减仓 |
| GE | GE AEROSPACE | $379.86万 | 0.43% | 10,164 | 10,164 | — | $379.86万 | 新建仓 |
| KO | COCA COLA CO | $385.78万 | 0.44% | 47,469 | 305 | 0.6% | $2.48万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $426.83万 | 0.49% | 8,690 | 9 | 0.1% | $4,421 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $462.89万 | 0.53% | 16,471 | 446 | 2.8% | $12.53万 | 加仓 |
| MS | MORGAN STANLEY | $468.67万 | 0.53% | 22,420 | 675 | 3.1% | $14.11万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $468.82万 | 0.53% | 9,351 | 8,055 | 621.5% | $403.85万 | 加仓 |
| CSCO | CISCO SYS INC | $479.82万 | 0.55% | 40,849 | 1,477 | 3.8% | $17.35万 | 加仓 |
| MCK | MCKESSON CORP | $505.61万 | 0.57% | 6,692 | 292 | 4.6% | $22.06万 | 加仓 |
| META | META PLATFORMS INC | $531.34万 | 0.60% | 9,433 | 527 | 5.9% | $29.68万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $561.55万 | 0.64% | 122,878 | 17,456 | 16.6% | $79.77万 | 加仓 |
| SPGI | S&P GLOBAL INC | $569.52万 | 0.65% | 13,984 | 329 | 2.4% | $13.40万 | 加仓 |
| IVW | ISHARES TR | $576.87万 | 0.66% | 41,945 | 21 | 0.1% | $2,888 | 加仓 |
| AMAT | APPLIED MATLS INC | $583.67万 | 0.66% | 8,073 | 262 | 3.4% | $18.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $585.83万 | 0.67% | 63,615 | 1,541 | 2.5% | $14.19万 | 加仓 |
| ALL | ALLSTATE CORP | $618.54万 | 0.70% | 25,996 | 708 | 2.8% | $16.85万 | 加仓 |
| MPC | MARATHON PETE CORP | $636.42万 | 0.72% | 24,892 | 462 | 1.9% | $11.81万 | 加仓 |
| GOOG | ALPHABET INC | $639.21万 | 0.73% | 18,091 | 288 | 1.6% | $10.18万 | 加仓 |
| HD | HOME DEPOT INC | $643.44万 | 0.73% | 18,244 | 632 | 3.6% | $22.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $663.57万 | 0.75% | 13,261 | 28 | 0.2% | $1.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $677.15万 | 0.77% | 35,542 | 941 | 2.7% | $17.93万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $718.15万 | 0.82% | 21,059 | 603 | 2.9% | $20.56万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $729.09万 | 0.83% | 180,469 | -10,323 | -5.4% | -$41.70万 | 减仓 |
| V | VISA INC | $732.67万 | 0.83% | 21,355 | 502 | 2.4% | $17.22万 | 加仓 |
| LLY | ELI LILLY & CO | $756.13万 | 0.86% | 6,304 | 75 | 1.2% | $9.00万 | 加仓 |
| WMT | WALMART INC | $762.27万 | 0.87% | 67,302 | 4,258 | 6.8% | $48.23万 | 加仓 |