Meridian Wealth Partners, LLC
EXTON PA · SEC CIK 0001781942
$8.26亿2026Q2 申报市值
125持仓数
68.5%前十大占比 · 第一大 12.7%
11 / 7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
AGG 加仓+$508.03万
VTI 加仓+$473.22万
SCHX 加仓+$196.90万
MBB 加仓+$162.77万
EFG 加仓+$119.37万
2026Q2 卖出最多 按季末市值估算
VLUE 减仓-$320.12万
MUB 减仓-$202.55万
DIMENSIONAL ETF 减仓-$129.84万
IEMG 减仓-$86.62万
SUB 减仓-$86.38万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -18,101 | -100.0% | -$71.90万 | 清仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,280 | -100.0% | -$25.26万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,713 | -100.0% | -$22.14万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,492 | -100.0% | -$21.83万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -916 | -100.0% | -$21.06万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,506 | -100.0% | -$20.99万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,249 | -100.0% | -$20.89万 | 清仓 |
| VERX | VERTEX INC | $19.27万 | 0.02% | 16,785 | -1,668 | -9.0% | -$1.91万 | 减仓 |
| IEFA | ISHARES TR | $20.40万 | 0.02% | 2,112 | -250 | -10.6% | -$2.41万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.64万 | 0.02% | 520 | 520 | — | $20.64万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $20.67万 | 0.03% | 606 | 606 | — | $20.67万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.71万 | 0.03% | 413 | -5 | -1.2% | -$2,507 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $20.80万 | 0.03% | 630 | 630 | — | $20.80万 | 新建仓 |
| MS | MORGAN STANLEY | $21.28万 | 0.03% | 1,018 | -185 | -15.4% | -$3.87万 | 重新持有 |
| CVX | CHEVRON CORPORATION | $21.31万 | 0.03% | 1,285 | -48 | -3.6% | -$7,959 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.82万 | 0.03% | 732 | 732 | — | $21.82万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.27万 | 0.03% | 2,744 | 233 | 9.3% | $1.89万 | 加仓 |
| IWF | ISHARES TR | $22.30万 | 0.03% | 1,796 | 1,347 | 300.0% | $16.73万 | 重新持有 |
| IAU | ISHARES GOLD TR | $22.60万 | 0.03% | 2,993 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $22.91万 | 0.03% | 1,450 | -250 | -14.7% | -$3.95万 | 减仓 |
| PLD | PROLOGIS INC. | $22.98万 | 0.03% | 1,696 | 41 | 2.5% | $5,555 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $23.11万 | 0.03% | 9,777 | -1 | -0.0% | -$24 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $23.16万 | 0.03% | 363 | 363 | — | $23.16万 | 新建仓 |
| LIN | LINDE PLC | $23.37万 | 0.03% | 450 | 4 | 0.9% | $2,077 | 加仓 |
| NFLX | NETFLIX INC. | $23.56万 | 0.03% | 3,300 | -152 | -4.4% | -$1.09万 | 减仓 |
| KLAC | KLA CORP | $23.96万 | 0.03% | 794 | 794 | — | $23.96万 | 新建仓 |
| GEV | GE VERNOVA INC | $24.08万 | 0.03% | 205 | 205 | — | $24.08万 | 新建仓 |
| SBUX | STARBUCKS CORP | $24.15万 | 0.03% | 2,363 | 2,363 | — | $24.15万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $24.52万 | 0.03% | 1,216 | -14 | -1.1% | -$2,823 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.39万 | 0.03% | 2,006 | 119 | 6.3% | $1.51万 | 加仓 |
| KO | COCA COLA CO | $26.52万 | 0.03% | 3,264 | -5 | -0.2% | -$406 | 减仓 |
| GE | GE AEROSPACE | $26.98万 | 0.03% | 722 | 14 | 2.0% | $5,231 | 加仓 |
| MRK | MERCK & CO INC | $27.41万 | 0.03% | 2,133 | -72 | -3.3% | -$9,253 | 减仓 |
| PG | PROCTER & GAMBLE CO | $28.93万 | 0.04% | 1,973 | -58 | -2.9% | -$8,505 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.16万 | 0.04% | 288 | 8 | 2.9% | $8,100 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.08万 | 0.04% | 13,006 | -501 | -3.7% | -$1.16万 | 减仓 |
| SNDK | SANDISK CORP | $31.15万 | 0.04% | 137 | 137 | — | $31.15万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $31.47万 | 0.04% | 1,278 | -7 | -0.5% | -$1,724 | 减仓 |
| MA | MASTERCARD INCORPORATED | $31.75万 | 0.04% | 618 | 5 | 0.8% | $2,569 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.03万 | 0.04% | 771 | -10 | -1.3% | -$4,155 | 重新持有 |
| LRCX | LAM RESEARCH CORP | $32.15万 | 0.04% | 742 | 742 | — | $32.15万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $33.67万 | 0.04% | 4,109 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $34.39万 | 0.04% | 1,805 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.74万 | 0.04% | 1,605 | -186 | -10.4% | -$4.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.18万 | 0.04% | 376 | 3 | 0.8% | $2,807 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.20万 | 0.04% | 4,940 | -100 | -2.0% | -$7,125 | 减仓 |
| BAC | BANK OF AMER CORP | $35.28万 | 0.04% | 6,192 | -107 | -1.7% | -$6,097 | 减仓 |
| IWV | ISHARES TR | $36.82万 | 0.04% | 863 | -28 | -3.1% | -$1.19万 | 减仓 |
| ORCL | ORACLE CORP | $38.65万 | 0.05% | 2,637 | 433 | 19.6% | $6.35万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $40.40万 | 0.05% | 2,233 | 65 | 3.0% | $1.18万 | 加仓 |
| LOW | LOWES COS INC | $40.50万 | 0.05% | 1,837 | -31 | -1.7% | -$6,834 | 减仓 |
| CAT | CATERPILLAR INC | $41.81万 | 0.05% | 393 | 7 | 1.8% | $7,447 | 加仓 |
| RTX | RTX CORPORATION | $42.08万 | 0.05% | 2,218 | -11 | -0.5% | -$2,087 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $42.15万 | 0.05% | 827 | -6 | -0.7% | -$3,058 | 减仓 |
| RKLB | ROCKET LAB CORP | $42.30万 | 0.05% | 4,161 | 91 | 2.2% | $9,250 | 加仓 |
| INTC | INTEL CORP | $42.54万 | 0.05% | 3,046 | 3,046 | — | $42.54万 | 新建仓 |
| IWB | ISHARES TR | $45.50万 | 0.06% | 1,111 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.09万 | 0.06% | 1,705 | -75 | -4.2% | -$2.03万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.78万 | 0.06% | 626 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $46.83万 | 0.06% | 5,436 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $46.91万 | 0.06% | 10,022 | -332 | -3.2% | -$1.55万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.98万 | 0.06% | 8,073 | -271 | -3.2% | -$1.58万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $47.88万 | 0.06% | 13,251 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $49.22万 | 0.06% | 1,435 | 81 | 6.0% | $2.78万 | 加仓 |
| CSCO | CISCO SYS INC | $49.56万 | 0.06% | 4,219 | -580 | -12.1% | -$6.81万 | 减仓 |
| SPGI | S&P GLOBAL INC | $51.53万 | 0.06% | 1,265 | -189 | -13.0% | -$7.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $51.74万 | 0.06% | 716 | -6 | -0.8% | -$4,336 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $53.48万 | 0.06% | 5,834 | 224 | 4.0% | $2.05万 | 加仓 |
| ESGE | ISHARES INC | $53.77万 | 0.07% | 9,831 | -60 | -0.6% | -$3,281 | 减仓 |
| WMT | WALMART INC | $53.79万 | 0.07% | 4,749 | 74 | 1.6% | $8,381 | 加仓 |
| QQQ | INVESCO QQQ TR | $58.15万 | 0.07% | 790 | -130 | -14.1% | -$9.57万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $59.04万 | 0.07% | 2,398 | -210 | -8.1% | -$5.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.52万 | 0.07% | 2,600 | 2 | 0.1% | $473 | 加仓 |
| VO | VANGUARD INDEX FDS | $62.35万 | 0.08% | 7,738 | 254 | 3.4% | $2.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $65.40万 | 0.08% | 3,001 | 42 | 1.4% | $9,153 | 加仓 |
| FULT | FULTON FINL CORP PA | $66.62万 | 0.08% | 27,542 | 22 | 0.1% | $532 | 加仓 |
| ABBV | ABBVIE INC | $70.64万 | 0.09% | 2,807 | 13 | 0.5% | $3,272 | 加仓 |
| LLY | ELI LILLY & CO | $72.77万 | 0.09% | 607 | 31 | 5.4% | $3.72万 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $73.09万 | 0.09% | 10,890 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $75.25万 | 0.09% | 6,296 | 8 | 0.1% | $956 | 加仓 |
| — | EXXON MOBIL CORP | $77.77万 | 0.09% | 5,688 | 72 | 1.3% | $9,844 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $83.96万 | 0.10% | 3,306 | -5 | -0.2% | -$1,270 | 减仓 |
| GLD | SPDR GOLD TR | $89.96万 | 0.11% | 2,442 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $92.83万 | 0.11% | 2,836 | 8 | 0.3% | $2,619 | 加仓 |
| VB | VANGUARD INDEX FDS | $95.55万 | 0.12% | 3,152 | -45 | -1.4% | -$1.36万 | 减仓 |
| TSLA | TESLA INC | $96.07万 | 0.12% | 2,284 | 266 | 13.2% | $11.19万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.46万 | 0.12% | 836 | 135 | 19.3% | $15.58万 | 加仓 |
| META | META PLATFORMS INC | $104.58万 | 0.13% | 1,857 | 71 | 4.0% | $4.00万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $114.08万 | 0.14% | 35,975 | 9 | 0.0% | $285 | 加仓 |
| IUSB | ISHARES TR | $123.64万 | 0.15% | 26,791 | 5,734 | 27.2% | $26.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $132.04万 | 0.16% | 2,273 | -744 | -24.7% | -$43.22万 | 减仓 |
| GOOG | ALPHABET INC | $132.57万 | 0.16% | 3,752 | 44 | 1.2% | $1.55万 | 加仓 |
| MRBK | MERIDIAN CORP | $133.90万 | 0.16% | 66,850 | 11 | 0.0% | $220 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $140.50万 | 0.17% | 19,139 | -742 | -3.7% | -$5.45万 | 减仓 |
| AVGO | BROADCOM INC | $147.26万 | 0.18% | 3,898 | 101 | 2.7% | $3.82万 | 加仓 |
| ITOT | ISHARES TR | $156.57万 | 0.19% | 9,531 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $177.90万 | 0.22% | 20,809 | 618 | 3.1% | $5.28万 | 加仓 |
| NVR | NVR INC | $178.51万 | 0.22% | 262 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $179.74万 | 0.22% | 6,030 | 19 | 0.3% | $5,663 | 加仓 |