13F 机构持仓

Meridian Wealth Advisors, LLC

AUSTIN TX · SEC CIK 0001768095

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$8.80亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.6%
EXXON MOBIL CO 7.2%
IAU 6.8%
AAPL 3.1%
VO 3.0%
USMV 2.9%
MSFT 2.8%
SPY 2.7%
VOO 2.1%
JPM 2.0%

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
ANET ARISTA NETWORKS INC $00.00%0 —— — 申报中断
VNOM VIPER ENERGY INC $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -2,230-100.0% -$34.16万 清仓
DIS DISNEY WALT CO $00.00%0 -2,626-100.0% -$29.88万 清仓
LBRT LIBERTY ENERGY INC $00.00%0 -14,800-100.0% -$27.32万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
PUMP PROPETRO HLDG CORP $00.00%0 -10,000-100.0% -$9.51万 清仓
— KINDLY MD INC $00.00%0 -11,000-100.0% -$3,862 清仓
— REIN THERAPEUTICS INC $3.70万0.00%28,486 00.0% — 不变
PTON PELOTON INTERACTIVE INC $5.16万0.01%12,020 12,020— $5.16万 新建仓
RSVR RESERVOIR MEDIA INC $9.79万0.01%10,000 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $15.53万0.02%17,936 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $18.66万0.02%10,511 1451.4% $2,574 加仓
KRP KIMBELL RTY PARTNERS LP $18.67万0.02%12,900 -6,000-31.7% -$8.68万 减仓
STWD STARWOOD PPTY TR INC $19.37万0.03%11,250 -2,700-19.4% -$4.65万 减仓
DE DEERE & CO $20.17万0.03%358 358— $20.17万 新建仓
NOC NORTHROP GRUMMAN CORP $20.19万0.03%296 296— $20.19万 新建仓
COR CENCORA INC $21.19万0.03%674 365.6% $1.13万 加仓
IBIT ISHARES BITCOIN TRUST ETF $21.26万0.03%5,534 -526-8.7% -$2.02万 减仓
ADBE ADOBE INC $21.27万0.03%875 -986-53.0% -$23.97万 减仓
CEG CONSTELLATION ENERGY CORP $21.34万0.03%764 324.4% $8,936 加仓
PRK PARK NATL CORP $21.41万0.03%1,310 00.0% — 重新持有
GD GENERAL DYNAMICS CORP $21.60万0.03%629 -43-6.4% -$1.48万 重新持有
VBR VANGUARD INDEX FDS $21.61万0.03%995 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $21.96万0.03%4,375 -1,559-26.3% -$7.83万 减仓
SLV ISHARES SILVER TR $22.49万0.03%3,300 00.0% — 不变
IBRX IMMUNITYBIO INC $22.98万0.03%29,960 29,960— $22.98万 新建仓
PSX PHILLIPS 66 $23.12万0.03%1,269 -688-35.2% -$12.53万 重新持有
FANG DIAMONDBACK ENERGY INC $23.13万0.03%1,169 1,169— $23.13万 新建仓
NEE NEXTERA ENERGY INC $23.42万0.03%2,522 -460-15.4% -$4.27万 减仓
EFAV ISHARES TR $23.66万0.03%2,590 00.0% — 不变
VGT VANGUARD WORLD FD $24.17万0.03%346 00.0% — 不变
RPG INVESCO EXCHANGE TRADED FD T $25.04万0.03%5,358 20.0% $93 加仓
ACN ACCENTURE PLC IRELAND $25.31万0.03%1,277 -73-5.4% -$1.45万 减仓
MDLZ MONDELEZ INTL INC $25.34万0.03%4,397 -712-13.9% -$4.10万 减仓
NKE NIKE INC $25.61万0.03%4,849 3928.8% $2.07万 加仓
MUB ISHARES TR $25.67万0.03%2,418 2,418— $25.67万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $26.99万0.04%1,716 40330.7% $6.34万 加仓
AOA ISHARES TR $27.17万0.04%3,070 00.0% — 不变
SNDA SONIDA SENIOR LIVING INC $27.42万0.04%8,501 8,501— $27.42万 新建仓
OKE ONEOK INC NEW $27.43万0.04%3,035 -141-4.4% -$1.27万 减仓
ZTS ZOETIS INC $27.50万0.04%2,326 361.6% $4,256 加仓
C CITIGROUP INC $29.01万0.04%2,558 361.4% $4,082 加仓
XLP SELECT SECTOR SPDR TR $29.35万0.04%3,580 00.0% — 不变
AVLV AMERICAN CENTY ETF TR $29.37万0.04%3,643 3,643— $29.37万 新建仓
MRSH MARSH & MCLENNAN COS INC $29.39万0.04%1,695 382.3% $6,590 加仓
GILD GILEAD SCIENCES INC $29.46万0.04%2,114 572.8% $7,944 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $30.44万0.04%1,975 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $30.49万0.04%5,641 5,641— $30.49万 新建仓
UPS UNITED PARCEL SVCS INC $31.14万0.04%3,165 3,165— $31.14万 新建仓
EXE EXPAND ENERGY CORPORATION $31.29万0.04%2,850 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $31.35万0.04%5,931 5,931— $31.35万 新建仓
AZO AUTOZONE INC $32.09万0.04%95 00.0% — 不变
ABBV ABBVIE INC $32.36万0.04%1,488 14610.9% $3.18万 加仓
COP CONOCOPHILLIPS $34.03万0.04%2,578 -55-2.1% -$7,260 减仓
CCJ CAMECO CORP $34.07万0.05%3,137 3,137— $34.07万 新建仓
SPYM SPDR SERIES TRUST $34.53万0.05%4,512 70418.5% $5.39万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $35.61万0.05%8,370 8,370— $35.61万 新建仓
ICLN ISHARES TR $36.69万0.05%20,059 -298-1.5% -$5,450 减仓
WMB WILLIAMS COS INC $36.95万0.05%5,077 771.5% $5,605 加仓
BAC BANK AMERICA CORP $38.25万0.05%7,847 2453.2% $1.19万 加仓
NVS NOVARTIS AG $39.73万0.05%2,601 00.0% — 不变
MU MICRON TECHNOLOGY INC $39.76万0.05%1,177 1,177— $39.76万 新建仓
MELI MERCADOLIBRE INC $40.11万0.05%232 00.0% — 不变
WM WASTE MGMT INC DEL $40.84万0.05%1,777 171.0% $3,907 加仓
ADP AUTOMATIC DATA PROCESSING IN $41.18万0.05%2,027 -120-5.6% -$2.44万 减仓
TLT ISHARES TR $41.22万0.05%4,755 -1,002-17.4% -$8.69万 减仓
EQIX EQUINIX INC $42.01万0.06%429 30.7% $2,938 加仓
VOT VANGUARD INDEX FDS $43.06万0.06%1,673 -182-9.8% -$4.68万 减仓
PNC PNC FINL SVCS GROUP INC $48.71万0.06%2,341 492.1% $1.02万 加仓
ORCL ORACLE CORP $50.39万0.07%3,425 44514.9% $6.55万 加仓
PPG PPG INDS INC $51.36万0.07%4,805 4,805— $51.36万 新建仓
VIS VANGUARD WORLD FD $53.31万0.07%1,708 00.0% — 不变
PFFD GLOBAL X FDS $53.36万0.07%29,000 00.0% — 不变
CME CME GROUP INC $54.02万0.07%1,829 -143-7.3% -$4.22万 减仓
ITW ILLINOIS TOOL WKS INC $54.82万0.07%2,106 301.4% $7,809 加仓
XLY SELECT SECTOR SPDR TR $55.14万0.07%5,060 -140-2.7% -$1.53万 减仓
VTV VANGUARD INDEX FDS $55.75万0.07%2,842 00.0% — 不变
DHR DANAHER CORP DEL $55.88万0.07%2,947 220.8% $4,171 加仓
RSG REPUBLIC SVCS INC $56.90万0.08%2,598 1767.3% $3.85万 加仓
TXN TEXAS INSTRS INC $58.30万0.08%3,003 53521.7% $10.39万 加仓
MGC VANGUARD WORLD FD $58.80万0.08%2,488 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $59.03万0.08%10,000 00.0% — 不变
TSLA TESLA INC $60.11万0.08%1,617 37630.3% $13.98万 加仓
IWD ISHARES TR $61.07万0.08%2,858 00.0% — 不变
IUSG ISHARES TR $62.04万0.08%4,000 00.0% — 不变
XLF SELECT SECTOR SPDR TR $62.12万0.08%12,582 00.0% — 不变
XLV SELECT SECTOR SPDR TR $63.41万0.08%4,325 -240-5.3% -$3.52万 减仓
TMO THERMO FISHER SCIENTIFIC INC $63.70万0.08%1,296 -39-2.9% -$1.92万 减仓
MMM 3M CO $66.92万0.09%4,608 -23,445-83.6% -$340.46万 减仓
XOP SPDR SERIES TRUST $69.10万0.09%3,800 1,900100.0% $34.55万 加仓
QCOM QUALCOMM INC $69.29万0.09%5,381 -54-1.0% -$6,954 减仓
AXP AMERICAN EXPRESS CO $69.60万0.09%2,301 -42-1.8% -$1.27万 减仓
SCHD SCHWAB STRATEGIC TR $70.01万0.09%22,818 00.0% — 不变
INBX INHIBRX BIOSCIENCES INC $70.59万0.09%10,500 00.0% — 不变
EMLP FIRST TR EXCHANGE-TRADED FD $70.70万0.09%16,193 16,193— $70.70万 新建仓
MSI MOTOROLA SOLUTIONS INC $72.03万0.10%1,660 -112-6.3% -$4.86万 减仓
IJR ISHARES TR $73.06万0.10%5,877 40.1% $497 加仓
HEFA ISHARES TR $73.18万0.10%17,221 2,09613.9% $8.91万 加仓
SGDM SPROTT ETF TRUST $75.49万0.10%10,000 00.0% — 不变