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
VRTX VERTEX PHARMACEUTICALS INC $21.56万0.02%434 434— $21.56万 新建仓
GEV GE VERNOVA INC $21.27万0.02%181 181— $21.27万 新建仓
FANG DIAMONDBACK ENERGY INC $20.63万0.02%1,174 50.4% $879 加仓
CNI CANADIAN NATL RY CO $20.27万0.02%1,700 1,700— $20.27万 新建仓
KRP KIMBELL RTY PARTNERS LP $20.20万0.02%13,900 1,0007.8% $1.45万 加仓
FPE FIRST TR EXCH TRADED FD III $19.07万0.02%10,665 1541.5% $2,753 加仓
STWD STARWOOD PPTY TR INC $18.43万0.02%11,250 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $17.60万0.02%17,936 00.0% — 不变
RSVR RESERVOIR MEDIA INC $9.89万0.01%10,000 00.0% — 不变
PTON PELOTON INTERACTIVE INC $7.10万0.01%12,020 00.0% — 不变
— REIN THERAPEUTICS INC $2.96万0.00%28,486 00.0% — 不变
MDT MEDTRONIC PLC $00.00%0 -27,248-100.0% -$236.10万 清仓
SNOW SNOWFLAKE INC $00.00%0 -14,656-100.0% -$221.04万 清仓
DOV DOVER CORP $00.00%0 -10,139-100.0% -$211.35万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -5,931-100.0% -$31.35万 清仓
EXE EXPAND ENERGY CORPORATION $00.00%0 -2,850-100.0% -$31.29万 清仓
ZTS ZOETIS INC $00.00%0 -2,326-100.0% -$27.50万 清仓
SNDA SONIDA SENIOR LIVING INC $00.00%0 -8,501-100.0% -$27.42万 清仓
NKE NIKE INC $00.00%0 -4,849-100.0% -$25.61万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,277-100.0% -$25.31万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,300-100.0% -$22.49万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -4,375-100.0% -$21.96万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -764-100.0% -$21.34万 清仓
ADBE ADOBE INC $00.00%0 -875-100.0% -$21.27万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -5,534-100.0% -$21.26万 清仓
COR CENCORA INC $00.00%0 -674-100.0% -$21.19万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -296-100.0% -$20.19万 清仓