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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $26.98万 | 0.03% | 722 | 14 | 2.0% | $5,231 | 加仓 |
| KO | COCA COLA CO | $26.52万 | 0.03% | 3,264 | -5 | -0.2% | -$406 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.39万 | 0.03% | 2,006 | 119 | 6.3% | $1.51万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $24.52万 | 0.03% | 1,216 | -14 | -1.1% | -$2,823 | 减仓 |
| SBUX | STARBUCKS CORP | $24.15万 | 0.03% | 2,363 | 2,363 | — | $24.15万 | 新建仓 |
| GEV | GE VERNOVA INC | $24.08万 | 0.03% | 205 | 205 | — | $24.08万 | 新建仓 |
| KLAC | KLA CORP | $23.96万 | 0.03% | 794 | 794 | — | $23.96万 | 新建仓 |
| NFLX | NETFLIX INC. | $23.56万 | 0.03% | 3,300 | -152 | -4.4% | -$1.09万 | 减仓 |
| LIN | LINDE PLC | $23.37万 | 0.03% | 450 | 4 | 0.9% | $2,077 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $23.16万 | 0.03% | 363 | 363 | — | $23.16万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $23.11万 | 0.03% | 9,777 | -1 | -0.0% | -$24 | 减仓 |
| PLD | PROLOGIS INC. | $22.98万 | 0.03% | 1,696 | 41 | 2.5% | $5,555 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.91万 | 0.03% | 1,450 | -250 | -14.7% | -$3.95万 | 减仓 |
| IAU | ISHARES GOLD TR | $22.60万 | 0.03% | 2,993 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $22.30万 | 0.03% | 1,796 | 1,347 | 300.0% | $16.73万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $22.27万 | 0.03% | 2,744 | 233 | 9.3% | $1.89万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.82万 | 0.03% | 732 | 732 | — | $21.82万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.31万 | 0.03% | 1,285 | -48 | -3.6% | -$7,959 | 减仓 |
| MS | MORGAN STANLEY | $21.28万 | 0.03% | 1,018 | -185 | -15.4% | -$3.87万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $20.80万 | 0.03% | 630 | 630 | — | $20.80万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.71万 | 0.03% | 413 | -5 | -1.2% | -$2,507 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $20.67万 | 0.03% | 606 | 606 | — | $20.67万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $20.64万 | 0.02% | 520 | 520 | — | $20.64万 | 新建仓 |
| IEFA | ISHARES TR | $20.40万 | 0.02% | 2,112 | -250 | -10.6% | -$2.41万 | 减仓 |
| VERX | VERTEX INC | $19.27万 | 0.02% | 16,785 | -1,668 | -9.0% | -$1.91万 | 减仓 |
| — | 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 |