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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $24.71万 | 0.03% | 1,887 | 30 | 1.6% | $3,928 | 加仓 |
| AMAT | APPLIED MATLS INC | $24.67万 | 0.03% | 722 | 722 | — | $24.67万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $23.99万 | 0.03% | 1,805 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $23.72万 | 0.03% | 280 | -4 | -1.4% | -$3,388 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $23.67万 | 0.03% | 701 | 701 | — | $23.67万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $22.14万 | 0.03% | 7,713 | -25 | -0.3% | -$718 | 减仓 |
| LIN | LINDE PLC | $22.13万 | 0.03% | 446 | 7 | 1.6% | $3,473 | 重新持有 |
| VERX | VERTEX INC | $21.94万 | 0.03% | 18,453 | 18,453 | — | $21.94万 | 新建仓 |
| PLD | PROLOGIS INC. | $21.88万 | 0.03% | 1,655 | 54 | 3.4% | $7,139 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.83万 | 0.03% | 1,492 | 211 | 16.5% | $3.09万 | 加仓 |
| IEFA | ISHARES TR | $21.38万 | 0.03% | 2,362 | 2,362 | — | $21.38万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $21.06万 | 0.03% | 916 | 6 | 0.7% | $1,379 | 加仓 |
| GILD | GILEAD SCIENCES INC | $20.99万 | 0.03% | 1,506 | 1,506 | — | $20.99万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.89万 | 0.03% | 2,249 | 2,249 | — | $20.89万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $20.69万 | 0.03% | 9,778 | 9,778 | — | $20.69万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.55万 | 0.03% | 418 | -3 | -0.7% | -$1,475 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.33万 | 0.03% | 2,511 | 6 | 0.2% | $486 | 加仓 |
| GE | GE AEROSPACE | $20.09万 | 0.03% | 708 | -1 | -0.1% | -$284 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -370 | -100.0% | -$24.93万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,501 | -100.0% | -$23.31万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,833 | -100.0% | -$22.97万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -584 | -100.0% | -$21.59万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -837 | -100.0% | -$21.53万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |