Meridian Wealth Partners, LLC
EXTON PA · SEC CIK 0001781942
$7.29亿2026Q1 申报市值
118持仓数
68.5%前十大占比 · 第一大 12.9%
12 / 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
AGG 加仓+$377.76万
SCHX 加仓+$242.80万
NVR 新建仓+$172.65万
DFAU 加仓+$167.34万
IVW 加仓+$147.71万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$413.45万
DFAX 减仓-$110.13万
SCHM 减仓-$28.94万
APP 清仓-$24.93万
WFC 清仓-$23.31万
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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $222.34万 | 0.31% | 29,606 | -1,827 | -5.8% | -$13.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $266.25万 | 0.37% | 7,193 | 325 | 4.7% | $12.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $367.94万 | 0.51% | 21,097 | 2,060 | 10.8% | $35.93万 | 加仓 |
| IVV | ISHARES TR | $447.47万 | 0.61% | 6,850 | -137 | -2.0% | -$8.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $497.84万 | 0.68% | 69,990 | 4,287 | 6.5% | $30.49万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $721.50万 | 0.99% | 233,042 | -9,346 | -3.9% | -$28.94万 | 减仓 |
| SUB | ISHARES TR | $742.40万 | 1.02% | 69,709 | -765 | -1.1% | -$8.15万 | 减仓 |
| PPG | PPG INDS INC | $845.46万 | 1.16% | 79,104 | -1,583 | -2.0% | -$16.92万 | 减仓 |
| IWM | ISHARES TR | $942.80万 | 1.29% | 38,016 | -5 | -0.0% | -$1,240 | 减仓 |
| AAPL | APPLE INC | $951.49万 | 1.31% | 37,491 | 535 | 1.4% | $13.58万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,317.02万 | 1.81% | 542,653 | 22,498 | 4.3% | $54.60万 | 加仓 |
| EFV | ISHARES TR | $1,756.00万 | 2.41% | 236,180 | 5,084 | 2.2% | $37.80万 | 加仓 |
| MUB | ISHARES TR | $1,821.73万 | 2.50% | 171,618 | -1,287 | -0.7% | -$13.66万 | 减仓 |
| IEMG | ISHARES INC | $2,001.41万 | 2.75% | 286,940 | 5,612 | 2.0% | $39.14万 | 加仓 |
| QUAL | ISHARES TR | $2,175.24万 | 2.99% | 113,406 | 2,631 | 2.4% | $50.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,312.43万 | 3.17% | 921,285 | 25,847 | 2.9% | $64.88万 | 加仓 |
| VLUE | ISHARES TR | $2,648.06万 | 3.63% | 186,234 | 2,535 | 1.4% | $36.05万 | 加仓 |
| MBB | ISHARES TR | $2,661.77万 | 3.65% | 280,334 | 12,074 | 4.5% | $114.64万 | 加仓 |
| IXUS | ISHARES TR | $2,883.46万 | 3.96% | 332,809 | 10,601 | 3.3% | $91.85万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,895.84万 | 3.97% | 852,469 | -32,421 | -3.7% | -$110.13万 | 减仓 |
| IVW | ISHARES TR | $3,082.72万 | 4.23% | 272,542 | 13,059 | 5.0% | $147.71万 | 加仓 |
| EFG | ISHARES TR | $3,103.95万 | 4.26% | 278,706 | 10,456 | 3.9% | $116.45万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,031.86万 | 6.91% | 1,115,216 | 37,088 | 3.4% | $167.34万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,975.13万 | 12.32% | 3,500,440 | 94,697 | 2.8% | $242.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,251.09万 | 12.70% | 2,380,620 | -106,396 | -4.3% | -$413.45万 | 减仓 |
| AGG | ISHARES TR | $9,362.88万 | 12.85% | 943,173 | 38,054 | 4.2% | $377.76万 | 加仓 |