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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $9,362.88万 | 12.85% | 943,173 | 38,054 | 4.2% | $377.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,251.09万 | 12.70% | 2,380,620 | -106,396 | -4.3% | -$413.45万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,975.13万 | 12.32% | 3,500,440 | 94,697 | 2.8% | $242.80万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,031.86万 | 6.91% | 1,115,216 | 37,088 | 3.4% | $167.34万 | 加仓 |
| EFG | ISHARES TR | $3,103.95万 | 4.26% | 278,706 | 10,456 | 3.9% | $116.45万 | 加仓 |
| IVW | ISHARES TR | $3,082.72万 | 4.23% | 272,542 | 13,059 | 5.0% | $147.71万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,895.84万 | 3.97% | 852,469 | -32,421 | -3.7% | -$110.13万 | 减仓 |
| IXUS | ISHARES TR | $2,883.46万 | 3.96% | 332,809 | 10,601 | 3.3% | $91.85万 | 加仓 |
| MBB | ISHARES TR | $2,661.77万 | 3.65% | 280,334 | 12,074 | 4.5% | $114.64万 | 加仓 |
| VLUE | ISHARES TR | $2,648.06万 | 3.63% | 186,234 | 2,535 | 1.4% | $36.05万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,312.43万 | 3.17% | 921,285 | 25,847 | 2.9% | $64.88万 | 加仓 |
| QUAL | ISHARES TR | $2,175.24万 | 2.99% | 113,406 | 2,631 | 2.4% | $50.47万 | 加仓 |
| IEMG | ISHARES INC | $2,001.41万 | 2.75% | 286,940 | 5,612 | 2.0% | $39.14万 | 加仓 |
| MUB | ISHARES TR | $1,821.73万 | 2.50% | 171,618 | -1,287 | -0.7% | -$13.66万 | 减仓 |
| EFV | ISHARES TR | $1,756.00万 | 2.41% | 236,180 | 5,084 | 2.2% | $37.80万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,317.02万 | 1.81% | 542,653 | 22,498 | 4.3% | $54.60万 | 加仓 |
| AAPL | APPLE INC | $951.49万 | 1.31% | 37,491 | 535 | 1.4% | $13.58万 | 加仓 |
| IWM | ISHARES TR | $942.80万 | 1.29% | 38,016 | -5 | -0.0% | -$1,240 | 减仓 |
| PPG | PPG INDS INC | $845.46万 | 1.16% | 79,104 | -1,583 | -2.0% | -$16.92万 | 减仓 |
| SUB | ISHARES TR | $742.40万 | 1.02% | 69,709 | -765 | -1.1% | -$8.15万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $721.50万 | 0.99% | 233,042 | -9,346 | -3.9% | -$28.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $497.84万 | 0.68% | 69,990 | 4,287 | 6.5% | $30.49万 | 加仓 |
| IVV | ISHARES TR | $447.47万 | 0.61% | 6,850 | -137 | -2.0% | -$8.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $367.94万 | 0.51% | 21,097 | 2,060 | 10.8% | $35.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $266.25万 | 0.37% | 7,193 | 325 | 4.7% | $12.03万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $222.34万 | 0.31% | 29,606 | -1,827 | -5.8% | -$13.72万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $213.10万 | 0.29% | 3,566 | 728 | 25.7% | $43.50万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $205.37万 | 0.28% | 41,165 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $189.22万 | 0.26% | 5,898 | 241 | 4.3% | $7.73万 | 加仓 |
| HD | HOME DEPOT INC | $178.58万 | 0.25% | 5,430 | -32 | -0.6% | -$1.05万 | 减仓 |
| NVR | NVR INC | $172.65万 | 0.24% | 262 | 262 | — | $172.65万 | 新建仓 |
| AMZN | AMAZON COM INC | $172.52万 | 0.24% | 8,284 | 811 | 10.9% | $16.89万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $155.69万 | 0.21% | 20,191 | 385 | 1.9% | $2.97万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $146.40万 | 0.20% | 19,881 | -184 | -0.9% | -$1.35万 | 减仓 |
| GOOGL | ALPHABET INC | $144.11万 | 0.20% | 5,012 | -310 | -5.8% | -$8.91万 | 减仓 |
| ITOT | ISHARES TR | $135.75万 | 0.19% | 9,531 | -30 | -0.3% | -$4,273 | 减仓 |
| MRBK | MERIDIAN CORP | $126.73万 | 0.17% | 66,839 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $117.53万 | 0.16% | 3,797 | 150 | 4.1% | $4.64万 | 加仓 |
| TXN | TEXAS INSTRS INC | $116.70万 | 0.16% | 6,011 | 40 | 0.7% | $7,766 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $110.34万 | 0.15% | 35,966 | 434 | 1.2% | $1.33万 | 加仓 |
| GOOG | ALPHABET INC | $106.37万 | 0.15% | 3,708 | 112 | 3.1% | $3.21万 | 加仓 |
| GLD | SPDR GOLD TR | $105.08万 | 0.14% | 2,442 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $102.20万 | 0.14% | 1,786 | -32 | -1.8% | -$1.83万 | 减仓 |
| IUSB | ISHARES TR | $97.26万 | 0.13% | 21,057 | -333 | -1.6% | -$1.54万 | 减仓 |
| — | EXXON MOBIL CORP | $95.27万 | 0.13% | 5,616 | 106 | 1.9% | $1.80万 | 加仓 |
| VB | VANGUARD INDEX FDS | $83.74万 | 0.11% | 3,197 | -163 | -4.9% | -$4.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $83.19万 | 0.11% | 2,828 | -15 | -0.5% | -$4,412 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.93万 | 0.11% | 3,311 | 815 | 32.7% | $19.92万 | 加仓 |
| TSLA | TESLA INC | $75.02万 | 0.10% | 2,018 | 31 | 1.6% | $1.15万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $71.90万 | 0.10% | 18,101 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $63.87万 | 0.09% | 10,890 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $61.86万 | 0.08% | 1,454 | -318 | -17.9% | -$13.53万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $61.37万 | 0.08% | 3,017 | 140 | 4.9% | $2.85万 | 加仓 |
| ABBV | ABBVIE INC | $60.77万 | 0.08% | 2,794 | 217 | 8.4% | $4.72万 | 加仓 |
| WMT | WALMART INC | $58.10万 | 0.08% | 4,675 | 198 | 4.4% | $2.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $58.06万 | 0.08% | 2,959 | -226 | -7.1% | -$4.43万 | 减仓 |
| FULT | FULTON FINL CORP PA | $55.98万 | 0.08% | 27,520 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $55.87万 | 0.08% | 2,598 | 2 | 0.1% | $430 | 加仓 |
| MCD | MCDONALDS CORP | $55.32万 | 0.08% | 1,780 | -4 | -0.2% | -$1,243 | 减仓 |
| VGT | VANGUARD WORLD FD | $54.84万 | 0.08% | 786 | 174 | 28.4% | $12.14万 | 加仓 |
| VO | VANGUARD INDEX FDS | $53.73万 | 0.07% | 1,871 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $53.67万 | 0.07% | 2,608 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $53.08万 | 0.07% | 920 | 422 | 84.7% | $24.35万 | 加仓 |
| LLY | ELI LILLY & CO | $52.95万 | 0.07% | 576 | 16 | 2.9% | $1.47万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.37万 | 0.07% | 833 | 833 | — | $50.37万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $48.85万 | 0.07% | 8,344 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $48.61万 | 0.07% | 10,354 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $47.81万 | 0.07% | 5,610 | 5,610 | — | $47.81万 | 新建仓 |
| ESGE | ISHARES INC | $44.97万 | 0.06% | 9,891 | -407 | -4.0% | -$1.85万 | 减仓 |
| LOW | LOWES COS INC | $44.13万 | 0.06% | 1,868 | 118 | 6.7% | $2.79万 | 加仓 |
| RTX | RTX CORPORATION | $42.99万 | 0.06% | 2,229 | 282 | 14.5% | $5.44万 | 加仓 |
| V | VISA INC | $40.91万 | 0.06% | 1,354 | -8 | -0.6% | -$2,417 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.73万 | 0.06% | 626 | 20 | 3.3% | $1.30万 | 加仓 |
| IWB | ISHARES TR | $39.62万 | 0.05% | 1,111 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $39.57万 | 0.05% | 906 | 47 | 5.5% | $2.05万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.53万 | 0.05% | 13,251 | 1 | 0.0% | $29 | 加仓 |
| CSCO | CISCO SYS INC | $37.24万 | 0.05% | 4,799 | 73 | 1.5% | $5,664 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.17万 | 0.05% | 373 | 31 | 9.1% | $3.09万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $35.85万 | 0.05% | 2,168 | 442 | 25.6% | $7.31万 | 加仓 |
| BA | BOEING CO | $35.64万 | 0.05% | 1,791 | 124 | 7.4% | $2.47万 | 加仓 |
| NFLX | NETFLIX INC. | $33.19万 | 0.05% | 3,452 | 246 | 7.7% | $2.37万 | 加仓 |
| IWV | ISHARES TR | $33.04万 | 0.05% | 891 | 28 | 3.2% | $1.04万 | 加仓 |
| ORCL | ORACLE CORP | $32.42万 | 0.04% | 2,204 | 71 | 3.3% | $1.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.30万 | 0.04% | 5,040 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $31.36万 | 0.04% | 13,507 | -1,869 | -12.2% | -$4.34万 | 减仓 |
| BAC | BANK AMERICA CORP | $30.71万 | 0.04% | 6,299 | -346 | -5.2% | -$1.69万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $30.64万 | 0.04% | 613 | 11 | 1.8% | $5,498 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.34万 | 0.04% | 2,031 | -85 | -4.0% | -$1.23万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $29.14万 | 0.04% | 4,109 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.59万 | 0.04% | 1,333 | 1,333 | — | $27.59万 | 新建仓 |
| CAT | CATERPILLAR INC | $27.32万 | 0.04% | 386 | 12 | 3.2% | $8,493 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $26.74万 | 0.04% | 1,285 | 11 | 0.9% | $2,289 | 加仓 |
| MRK | MERCK & CO INC | $26.53万 | 0.04% | 2,205 | 17 | 0.8% | $2,045 | 加仓 |
| IAU | ISHARES GOLD TR | $26.39万 | 0.04% | 2,993 | -1,561 | -34.3% | -$13.76万 | 减仓 |
| RKLB | ROCKET LAB CORP | $26.14万 | 0.04% | 4,070 | 19 | 0.5% | $1,220 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $25.71万 | 0.04% | 1,230 | -20 | -1.6% | -$4,180 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $25.26万 | 0.03% | 2,280 | 2,280 | — | $25.26万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $25.18万 | 0.03% | 1,700 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.86万 | 0.03% | 3,269 | 31 | 1.0% | $2,357 | 加仓 |