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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $87.21万 | 0.12% | 1,031 | -6 | -0.6% | -$5,075 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $83.17万 | 0.11% | 23,469 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $82.18万 | 0.11% | 2,750 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $80.18万 | 0.11% | 13,105 | -220 | -1.7% | -$1.35万 | 减仓 |
| BX | BLACKSTONE INC | $78.64万 | 0.10% | 6,839 | -441 | -6.1% | -$5.07万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $78.47万 | 0.10% | 7,643 | 278 | 3.8% | $2.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $77.92万 | 0.10% | 5,394 | 321 | 6.3% | $4.64万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $77.71万 | 0.10% | 4,805 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $77.30万 | 0.10% | 525 | -2 | -0.4% | -$2,945 | 减仓 |
| CAT | CATERPILLAR INC | $76.62万 | 0.10% | 1,082 | 14 | 1.3% | $9,914 | 加仓 |
| SGDM | SPROTT ETF TRUST | $75.49万 | 0.10% | 10,000 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $73.18万 | 0.10% | 17,221 | 2,096 | 13.9% | $8.91万 | 加仓 |
| IJR | ISHARES TR | $73.06万 | 0.10% | 5,877 | 4 | 0.1% | $497 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $72.03万 | 0.10% | 1,660 | -112 | -6.3% | -$4.86万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $70.70万 | 0.09% | 16,193 | 16,193 | — | $70.70万 | 新建仓 |
| INBX | INHIBRX BIOSCIENCES INC | $70.59万 | 0.09% | 10,500 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $70.01万 | 0.09% | 22,818 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $69.60万 | 0.09% | 2,301 | -42 | -1.8% | -$1.27万 | 减仓 |
| QCOM | QUALCOMM INC | $69.29万 | 0.09% | 5,381 | -54 | -1.0% | -$6,954 | 减仓 |
| XOP | SPDR SERIES TRUST | $69.10万 | 0.09% | 3,800 | 1,900 | 100.0% | $34.55万 | 加仓 |
| MMM | 3M CO | $66.92万 | 0.09% | 4,608 | -23,445 | -83.6% | -$340.46万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $63.70万 | 0.08% | 1,296 | -39 | -2.9% | -$1.92万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $63.41万 | 0.08% | 4,325 | -240 | -5.3% | -$3.52万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $62.12万 | 0.08% | 12,582 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $62.04万 | 0.08% | 4,000 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $61.07万 | 0.08% | 2,858 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $60.11万 | 0.08% | 1,617 | 376 | 30.3% | $13.98万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $59.03万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $58.80万 | 0.08% | 2,488 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $58.30万 | 0.08% | 3,003 | 535 | 21.7% | $10.39万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $56.90万 | 0.08% | 2,598 | 176 | 7.3% | $3.85万 | 加仓 |
| DHR | DANAHER CORP DEL | $55.88万 | 0.07% | 2,947 | 22 | 0.8% | $4,171 | 加仓 |
| VTV | VANGUARD INDEX FDS | $55.75万 | 0.07% | 2,842 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $55.14万 | 0.07% | 5,060 | -140 | -2.7% | -$1.53万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $54.82万 | 0.07% | 2,106 | 30 | 1.4% | $7,809 | 加仓 |
| CME | CME GROUP INC | $54.02万 | 0.07% | 1,829 | -143 | -7.3% | -$4.22万 | 减仓 |
| PFFD | GLOBAL X FDS | $53.36万 | 0.07% | 29,000 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $53.31万 | 0.07% | 1,708 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $51.36万 | 0.07% | 4,805 | 4,805 | — | $51.36万 | 新建仓 |
| ORCL | ORACLE CORP | $50.39万 | 0.07% | 3,425 | 445 | 14.9% | $6.55万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $48.71万 | 0.06% | 2,341 | 49 | 2.1% | $1.02万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $43.06万 | 0.06% | 1,673 | -182 | -9.8% | -$4.68万 | 减仓 |
| EQIX | EQUINIX INC | $42.01万 | 0.06% | 429 | 3 | 0.7% | $2,938 | 加仓 |
| TLT | ISHARES TR | $41.22万 | 0.05% | 4,755 | -1,002 | -17.4% | -$8.69万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.18万 | 0.05% | 2,027 | -120 | -5.6% | -$2.44万 | 减仓 |
| WM | WASTE MGMT INC DEL | $40.84万 | 0.05% | 1,777 | 17 | 1.0% | $3,907 | 加仓 |
| MELI | MERCADOLIBRE INC | $40.11万 | 0.05% | 232 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $39.76万 | 0.05% | 1,177 | 1,177 | — | $39.76万 | 新建仓 |
| NVS | NOVARTIS AG | $39.73万 | 0.05% | 2,601 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $38.25万 | 0.05% | 7,847 | 245 | 3.2% | $1.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $36.95万 | 0.05% | 5,077 | 77 | 1.5% | $5,605 | 加仓 |
| ICLN | ISHARES TR | $36.69万 | 0.05% | 20,059 | -298 | -1.5% | -$5,450 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $35.61万 | 0.05% | 8,370 | 8,370 | — | $35.61万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $34.53万 | 0.05% | 4,512 | 704 | 18.5% | $5.39万 | 加仓 |
| CCJ | CAMECO CORP | $34.07万 | 0.05% | 3,137 | 3,137 | — | $34.07万 | 新建仓 |
| COP | CONOCOPHILLIPS | $34.03万 | 0.04% | 2,578 | -55 | -2.1% | -$7,260 | 减仓 |
| ABBV | ABBVIE INC | $32.36万 | 0.04% | 1,488 | 146 | 10.9% | $3.18万 | 加仓 |
| AZO | AUTOZONE INC | $32.09万 | 0.04% | 95 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $31.35万 | 0.04% | 5,931 | 5,931 | — | $31.35万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $31.29万 | 0.04% | 2,850 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $31.14万 | 0.04% | 3,165 | 3,165 | — | $31.14万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.49万 | 0.04% | 5,641 | 5,641 | — | $30.49万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $30.44万 | 0.04% | 1,975 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $29.46万 | 0.04% | 2,114 | 57 | 2.8% | $7,944 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.39万 | 0.04% | 1,695 | 38 | 2.3% | $6,590 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $29.37万 | 0.04% | 3,643 | 3,643 | — | $29.37万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $29.35万 | 0.04% | 3,580 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $29.01万 | 0.04% | 2,558 | 36 | 1.4% | $4,082 | 加仓 |
| ZTS | ZOETIS INC | $27.50万 | 0.04% | 2,326 | 36 | 1.6% | $4,256 | 加仓 |
| OKE | ONEOK INC NEW | $27.43万 | 0.04% | 3,035 | -141 | -4.4% | -$1.27万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $27.42万 | 0.04% | 8,501 | 8,501 | — | $27.42万 | 新建仓 |
| AOA | ISHARES TR | $27.17万 | 0.04% | 3,070 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $26.99万 | 0.04% | 1,716 | 403 | 30.7% | $6.34万 | 加仓 |
| MUB | ISHARES TR | $25.67万 | 0.03% | 2,418 | 2,418 | — | $25.67万 | 新建仓 |
| NKE | NIKE INC | $25.61万 | 0.03% | 4,849 | 392 | 8.8% | $2.07万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $25.34万 | 0.03% | 4,397 | -712 | -13.9% | -$4.10万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $25.31万 | 0.03% | 1,277 | -73 | -5.4% | -$1.45万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $25.04万 | 0.03% | 5,358 | 2 | 0.0% | $93 | 加仓 |
| VGT | VANGUARD WORLD FD | $24.17万 | 0.03% | 346 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $23.66万 | 0.03% | 2,590 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.42万 | 0.03% | 2,522 | -460 | -15.4% | -$4.27万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $23.13万 | 0.03% | 1,169 | 1,169 | — | $23.13万 | 新建仓 |
| PSX | PHILLIPS 66 | $23.12万 | 0.03% | 1,269 | -688 | -35.2% | -$12.53万 | 重新持有 |
| IBRX | IMMUNITYBIO INC | $22.98万 | 0.03% | 29,960 | 29,960 | — | $22.98万 | 新建仓 |
| SLV | ISHARES SILVER TR | $22.49万 | 0.03% | 3,300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.96万 | 0.03% | 4,375 | -1,559 | -26.3% | -$7.83万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $21.61万 | 0.03% | 995 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $21.60万 | 0.03% | 629 | -43 | -6.4% | -$1.48万 | 重新持有 |
| PRK | PARK NATL CORP | $21.41万 | 0.03% | 1,310 | 0 | 0.0% | — | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $21.34万 | 0.03% | 764 | 32 | 4.4% | $8,936 | 加仓 |
| ADBE | ADOBE INC | $21.27万 | 0.03% | 875 | -986 | -53.0% | -$23.97万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.26万 | 0.03% | 5,534 | -526 | -8.7% | -$2.02万 | 减仓 |
| COR | CENCORA INC | $21.19万 | 0.03% | 674 | 36 | 5.6% | $1.13万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.19万 | 0.03% | 296 | 296 | — | $20.19万 | 新建仓 |
| DE | DEERE & CO | $20.17万 | 0.03% | 358 | 358 | — | $20.17万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $19.37万 | 0.03% | 11,250 | -2,700 | -19.4% | -$4.65万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $18.67万 | 0.02% | 12,900 | -6,000 | -31.7% | -$8.68万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $18.66万 | 0.02% | 10,511 | 145 | 1.4% | $2,574 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $15.53万 | 0.02% | 17,936 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $9.79万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |