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 |
|---|---|---|---|---|---|---|---|---|
| HD | HOME DEPOT INC | $184.17万 | 0.22% | 5,222 | -208 | -3.8% | -$7.34万 | 减仓 |
| GOOGL | ALPHABET INC | $184.89万 | 0.22% | 5,174 | 162 | 3.2% | $5.79万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $208.18万 | 0.25% | 41,159 | -6 | -0.0% | -$303 | 减仓 |
| AMZN | AMAZON COM INC | $211.66万 | 0.26% | 8,881 | 597 | 7.2% | $14.23万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $245.29万 | 0.30% | 29,289 | -317 | -1.1% | -$2.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $250.02万 | 0.30% | 3,640 | 74 | 2.1% | $5.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $277.80万 | 0.34% | 7,447 | 254 | 3.5% | $9.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $435.94万 | 0.53% | 21,787 | 690 | 3.3% | $13.81万 | 加仓 |
| IVV | ISHARES TR | $506.21万 | 0.61% | 6,759 | -91 | -1.3% | -$6.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $582.21万 | 0.70% | 70,708 | 718 | 1.0% | $5.91万 | 加仓 |
| SUB | ISHARES TR | $655.81万 | 0.79% | 61,596 | -8,113 | -11.6% | -$86.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $691.47万 | 0.84% | 18,686 | 12,788 | 216.8% | $473.22万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $851.28万 | 1.03% | 230,886 | -2,156 | -0.9% | -$7.95万 | 减仓 |
| PPG | PPG INDS INC | $948.08万 | 1.15% | 78,167 | -937 | -1.2% | -$11.36万 | 减仓 |
| AAPL | APPLE INC | $1,054.86万 | 1.28% | 36,455 | -1,036 | -2.8% | -$29.98万 | 减仓 |
| IWM | ISHARES TR | $1,146.40万 | 1.39% | 38,156 | 140 | 0.4% | $4.21万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,406.53万 | 1.70% | 582,657 | 40,004 | 7.4% | $96.57万 | 加仓 |
| MUB | ISHARES TR | $1,644.40万 | 1.99% | 152,797 | -18,821 | -11.0% | -$202.55万 | 减仓 |
| EFV | ISHARES TR | $1,847.26万 | 2.24% | 241,314 | 5,134 | 2.2% | $39.30万 | 加仓 |
| IEMG | ISHARES INC | $2,290.39万 | 2.77% | 276,484 | -10,456 | -3.6% | -$86.62万 | 减仓 |
| QUAL | ISHARES TR | $2,523.45万 | 3.05% | 115,000 | 1,594 | 1.4% | $34.98万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,714.79万 | 3.29% | 937,426 | 16,141 | 1.8% | $46.74万 | 加仓 |
| MBB | ISHARES TR | $2,812.49万 | 3.40% | 297,555 | 17,221 | 6.1% | $162.77万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,111.69万 | 3.77% | 844,650 | -7,819 | -0.9% | -$28.81万 | 减仓 |
| IXUS | ISHARES TR | $3,211.14万 | 3.89% | 336,456 | 3,647 | 1.1% | $34.81万 | 加仓 |
| VLUE | ISHARES TR | $3,401.03万 | 4.12% | 170,213 | -16,021 | -8.6% | -$320.12万 | 减仓 |
| EFG | ISHARES TR | $3,587.02万 | 4.34% | 288,300 | 9,594 | 3.4% | $119.37万 | 加仓 |
| IVW | ISHARES TR | $3,785.72万 | 4.58% | 275,265 | 2,723 | 1.0% | $37.45万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,865.67万 | 7.10% | 1,134,778 | 19,562 | 1.8% | $101.12万 | 加仓 |
| AGG | ISHARES TR | $9,843.56万 | 11.92% | 994,500 | 51,327 | 5.4% | $508.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.04亿 | 12.63% | 2,351,350 | -29,270 | -1.2% | -$129.84万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.05亿 | 12.71% | 3,567,346 | 66,906 | 1.9% | $196.90万 | 加仓 |