13F 机构持仓

Meridian Wealth Advisors, LLC

AUSTIN TX · SEC CIK 0001768095

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.8%
IAU 5.5%
EXXON MOBIL CO 5.0%
VO 3.2%
AAPL 3.1%
USMV 2.8%
SPY 2.7%
CGDV 2.7%
MSFT 2.5%
GOOGL 2.1%

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
LMT LOCKHEED MARTIN CORP $102.11万0.12%2,004 562.9% $2.85万 加仓
QCOM QUALCOMM INC $99.53万0.11%5,386 50.1% $924 加仓
BLK BLACKROCK INC $94.92万0.11%987 00.0% — 不变
VV VANGUARD INDEX FDS $94.58万0.11%2,750 00.0% — 不变
ROL ROLLINS INC $92.70万0.11%22,208 1,8929.3% $7.90万 加仓
GDX VANECK ETF TRUST $90.20万0.10%11,955 00.0% — 不变
XLI SELECT SECTOR SPDR TR $89.00万0.10%4,805 00.0% — 不变
IJR ISHARES TR $87.29万0.10%5,886 90.2% $1,335 加仓
TJX TJX COS INC NEW $86.88万0.10%5,734 -2-0.0% -$303 减仓
XLV SELECT SECTOR SPDR TR $86.45万0.10%5,449 1,12426.0% $17.83万 加仓
HEFA ISHARES TR $85.48万0.10%18,217 9965.8% $4.67万 加仓
TXN TEXAS INSTRS INC $80.72万0.09%2,708 -295-9.8% -$8.79万 减仓
INBX INHIBRX BIOSCIENCES INC $80.54万0.09%8,500 -2,000-19.0% -$18.95万 减仓
BX BLACKSTONE INC $80.49万0.09%6,840 10.0% $118 加仓
O REALTY INCOME CORP $80.28万0.09%12,958 -147-1.1% -$9,108 减仓
AXP AMERICAN EXPRESS CO $79.05万0.09%2,337 361.6% $1.22万 加仓
CRM SALESFORCE INC $78.52万0.09%5,012 -273-5.2% -$4.28万 减仓
PG PROCTER & GAMBLE CO $77.25万0.09%5,268 -126-2.3% -$1.85万 减仓
IUSG ISHARES TR $75.24万0.09%4,000 00.0% — 不变
XLF SELECT SECTOR SPDR TR $74.90万0.09%13,971 1,38911.0% $7.45万 加仓
MMM 3M CO $74.26万0.08%4,587 -21-0.5% -$3,400 减仓
VIS VANGUARD WORLD FD $72.74万0.08%2,019 31118.2% $11.21万 加仓
SCHD SCHWAB STRATEGIC TR $72.36万0.08%22,818 00.0% — 不变
TSLA TESLA INC $71.92万0.08%1,710 935.8% $3.91万 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $70.94万0.08%16,309 1160.7% $5,046 加仓
PHYS SPROTT ASSET MANAGEMENT LP $70.81万0.08%23,469 00.0% — 不变
IWD ISHARES TR $69.29万0.08%2,858 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $68.86万0.08%1,658 -2-0.1% -$831 减仓
ABT ABBOTT LABORATORIES $68.61万0.08%7,561 -82-1.1% -$7,440 减仓
T AT&T INC $68.32万0.08%33,004 630.2% $1,304 加仓
MGC VANGUARD WORLD FD $68.08万0.08%2,488 00.0% — 不变
VOT VANGUARD INDEX FDS $64.50万0.07%2,106 43325.9% $13.26万 加仓
HON HONEYWELL INTL INC $64.14万0.07%2,865 -16,901-85.5% -$378.35万 减仓
HONA HONEYWELL AEROSPACE INC $63.21万0.07%2,859 2,859— $63.21万 新建仓
SGDM SPROTT ETF TRUST $62.87万0.07%10,000 00.0% — 不变
XLY SELECT SECTOR SPDR TR $62.11万0.07%5,296 2364.7% $2.77万 加仓
VTV VANGUARD INDEX FDS $61.93万0.07%2,842 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $58.71万0.07%11,500 1,50015.0% $7.66万 加仓
XOP SPDR SERIES TRUST $58.62万0.07%3,800 00.0% — 不变
PPG PPG INDS INC $58.28万0.07%4,805 00.0% — 不变
BAC BANK OF AMER CORP $57.71万0.07%10,128 2,28129.1% $13.00万 加仓
PNC PNC FINL SVCS GROUP INC $57.65万0.07%2,341 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $56.97万0.06%2,106 00.0% — 不变
DHR DANAHER CORP DEL $56.90万0.06%2,987 401.4% $7,619 加仓
RSG REPUBLIC SVCS INC $54.93万0.06%2,578 -20-0.8% -$4,262 减仓
PFFD GLOBAL X FDS $54.20万0.06%29,000 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $48.44万0.06%10,890 10,890— $48.44万 新建仓
INFQ INFLEQTION INC $46.18万0.05%34,673 34,673— $46.18万 新建仓
EQIX EQUINIX INC $44.84万0.05%430 10.2% $1,043 加仓
ADP AUTOMATIC DATA PROCESSING IN $43.92万0.05%1,961 -66-3.3% -$1.48万 减仓
ORCL ORACLE CORP $42.32万0.05%2,887 -538-15.7% -$7.89万 减仓
AVLV AMERICAN CENTY ETF TR $42.05万0.05%4,610 96726.5% $8.82万 加仓
NVS NOVARTIS AG $40.76万0.05%2,601 00.0% — 不变
MELI MERCADOLIBRE INC $40.23万0.05%237 52.2% $8,487 加仓
ICLN ISHARES TR $40.07万0.05%19,557 -502-2.5% -$1.03万 减仓
CME CME GROUP INC $40.01万0.05%1,812 -17-0.9% -$3,753 减仓
C CITIGROUP INC $39.75万0.05%2,840 28211.0% $3.95万 加仓
SPYM SPDR SERIES TRUST $39.68万0.05%4,516 40.1% $352 加仓
WM WASTE MGMT INC DEL $39.66万0.05%1,780 30.2% $668 加仓
FTC FIRST TR EXCHANGE-TRADED ALP $38.27万0.04%1,975 00.0% — 不变
ABBV ABBVIE INC $37.79万0.04%1,502 140.9% $3,523 加仓
WMB WILLIAMS COS INC $37.75万0.04%5,078 10.0% $74 加仓
IQV IQVIA HLDGS INC $36.92万0.04%1,911 -22,182-92.1% -$428.60万 减仓
UPS UNITED PARCEL SVCS INC $35.15万0.04%3,270 1053.3% $1.13万 加仓
TLT ISHARES TR $34.55万0.04%3,998 -757-15.9% -$6.54万 减仓
RPG INVESCO EXCHANGE TRADED FD T $34.22万0.04%5,360 20.0% $128 加仓
VNOM VIPER ENERGY INC $32.84万0.04%7,746 -1,512-16.3% -$6.41万 重新持有
PM PHILIP MORRIS INTL INC $32.73万0.04%1,809 1,809— $32.73万 新建仓
INTC INTEL CORP $32.63万0.04%2,337 2,337— $32.63万 新建仓
CCJ CAMECO CORP $31.95万0.04%3,137 00.0% — 不变
COHR COHERENT CORP $31.75万0.04%805 805— $31.75万 新建仓
DIA STATE STR SPDR DOW JONES IND $31.08万0.04%595 595— $31.08万 新建仓
AZO AUTOZONE INC $31.00万0.04%97 22.1% $6,392 加仓
IEMG ISHARES INC $30.90万0.04%3,730 3,730— $30.90万 新建仓
CRWD CROWDSTRIKE HLDGS INC $30.68万0.03%402 -46-10.3% -$3.51万 重新持有
XLP SELECT SECTOR SPDR TR $29.74万0.03%3,580 00.0% — 不变
AOA ISHARES TR $28.95万0.03%2,966 -104-3.4% -$1.01万 减仓
MRSH MARSH & MCLENNAN COS INC $28.32万0.03%1,699 40.2% $667 加仓
COP CONOCOPHILLIPS $27.47万0.03%2,642 642.5% $6,654 加仓
CFR CULLEN FROST BANKERS INC $27.43万0.03%1,775 1,775— $27.43万 新建仓
SKYY FIRST TR EXCHANGE-TRADED FD $26.84万0.03%1,995 1,995— $26.84万 新建仓
GILD GILEAD SCIENCES INC $26.62万0.03%2,107 -7-0.3% -$884 减仓
OKE ONEOK INC NEW $26.39万0.03%3,035 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $26.38万0.03%4,419 -1,222-21.7% -$7.29万 减仓
IBRX IMMUNITYBIO INC $26.23万0.03%29,960 00.0% — 不变
MUB ISHARES TR $26.02万0.03%2,418 00.0% — 不变
MDLZ MONDELEZ INTL INC $25.50万0.03%4,408 110.3% $636 加仓
AVUV AMERICAN CENTY ETF TR $24.76万0.03%1,985 1,985— $24.76万 新建仓
PH PARKER-HANNIFIN CORP $24.75万0.03%253 253— $24.75万 新建仓
FLEX FLEX LTD $24.31万0.03%1,500 1,500— $24.31万 新建仓
VBR VANGUARD INDEX FDS $24.17万0.03%995 00.0% — 不变
PRK PARK NATL CORP $23.97万0.03%1,310 00.0% — 不变
PSX PHILLIPS 66 $22.97万0.03%1,359 907.1% $1.52万 加仓
DE DEERE & CO $22.84万0.03%360 20.6% $1,269 加仓
MPWR MONOLITHIC PWR SYS INC $22.81万0.03%165 165— $22.81万 新建仓
AROC ARCHROCK INC $22.80万0.03%5,600 5,600— $22.80万 新建仓
ICE INTERCONTINENTAL EXCHANGE IN $22.77万0.03%1,849 1337.8% $1.64万 加仓
EFAV ISHARES TR $22.72万0.03%2,590 00.0% — 不变
NEE NEXTERA ENERGY INC $22.35万0.03%2,547 251.0% $2,194 加仓
GD GENERAL DYNAMICS CORP $22.32万0.03%630 10.2% $354 加仓