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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $825.41万 | 0.94% | 11,736 | -170 | -1.4% | -$11.96万 | 减仓 |
| AVGO | BROADCOM INC | $844.14万 | 0.96% | 22,347 | 1,679 | 8.1% | $63.42万 | 加仓 |
| SDY | SPDR SERIES TRUST | $923.65万 | 1.05% | 60,695 | 2,537 | 4.4% | $38.61万 | 加仓 |
| IWF | ISHARES TR | $941.77万 | 1.07% | 75,845 | -39 | -0.1% | -$4,843 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $990.24万 | 1.13% | 10,586 | 225 | 2.2% | $21.05万 | 加仓 |
| ETN | EATON CORP PLC | $1,090.40万 | 1.24% | 25,589 | 509 | 2.0% | $21.69万 | 加仓 |
| PTLC | PACER FDS TR | $1,188.19万 | 1.35% | 203,946 | 0 | 0.0% | — | 不变 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $1,311.03万 | 1.49% | 789,299 | -164,659 | -17.3% | -$273.50万 | 减仓 |
| AMZN | AMAZON COM INC | $1,392.22万 | 1.58% | 58,413 | 3,011 | 5.4% | $71.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,479.27万 | 1.68% | 62,517 | 997 | 1.6% | $23.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,566.60万 | 1.78% | 26,968 | 495 | 1.9% | $28.76万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,625.08万 | 1.85% | 182,184 | 19,373 | 11.9% | $172.81万 | 加仓 |
| OEF | ISHARES TR | $1,634.54万 | 1.86% | 44,676 | -1,900 | -4.1% | -$69.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,749.66万 | 1.99% | 87,444 | 3,058 | 3.6% | $61.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,760.39万 | 2.00% | 53,780 | 1,701 | 3.3% | $55.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,779.56万 | 2.02% | 25,910 | -862 | -3.2% | -$59.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,849.73万 | 2.10% | 259,612 | 41,906 | 19.2% | $298.58万 | 加仓 |
| GOOGL | ALPHABET INC | $1,862.95万 | 2.12% | 52,129 | -82 | -0.2% | -$2.93万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,198.62万 | 2.50% | 58,941 | 1,806 | 3.2% | $67.37万 | 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 |
| 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 |
| USMV | ISHARES TR | $2,459.86万 | 2.80% | 255,013 | 18,238 | 7.7% | $175.92万 | 加仓 |
| AAPL | APPLE INC | $2,720.13万 | 3.09% | 94,005 | 526 | 0.6% | $15.22万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,819.53万 | 3.20% | 349,947 | 35,739 | 11.4% | $287.95万 | 加仓 |
| — | EXXON MOBIL CORP | $4,408.14万 | 5.01% | 322,421 | 249 | 0.1% | $3.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,843.16万 | 5.50% | 641,393 | 56,347 | 9.6% | $425.48万 | 加仓 |
| IVV | ISHARES TR | $9,465.29万 | 10.76% | 126,391 | 4,208 | 3.4% | $315.13万 | 加仓 |