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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $1.05亿 | 12.71% | 3,567,346 | 66,906 | 1.9% | $196.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.04亿 | 12.63% | 2,351,350 | -29,270 | -1.2% | -$129.84万 | 减仓 |
| AGG | ISHARES TR | $9,843.56万 | 11.92% | 994,500 | 51,327 | 5.4% | $508.03万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $5,865.67万 | 7.10% | 1,134,778 | 19,562 | 1.8% | $101.12万 | 加仓 |
| IVW | ISHARES TR | $3,785.72万 | 4.58% | 275,265 | 2,723 | 1.0% | $37.45万 | 加仓 |
| EFG | ISHARES TR | $3,587.02万 | 4.34% | 288,300 | 9,594 | 3.4% | $119.37万 | 加仓 |
| VLUE | ISHARES TR | $3,401.03万 | 4.12% | 170,213 | -16,021 | -8.6% | -$320.12万 | 减仓 |
| IXUS | ISHARES TR | $3,211.14万 | 3.89% | 336,456 | 3,647 | 1.1% | $34.81万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,111.69万 | 3.77% | 844,650 | -7,819 | -0.9% | -$28.81万 | 减仓 |
| MBB | ISHARES TR | $2,812.49万 | 3.40% | 297,555 | 17,221 | 6.1% | $162.77万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,714.79万 | 3.29% | 937,426 | 16,141 | 1.8% | $46.74万 | 加仓 |
| QUAL | ISHARES TR | $2,523.45万 | 3.05% | 115,000 | 1,594 | 1.4% | $34.98万 | 加仓 |
| IEMG | ISHARES INC | $2,290.39万 | 2.77% | 276,484 | -10,456 | -3.6% | -$86.62万 | 减仓 |
| EFV | ISHARES TR | $1,847.26万 | 2.24% | 241,314 | 5,134 | 2.2% | $39.30万 | 加仓 |
| MUB | ISHARES TR | $1,644.40万 | 1.99% | 152,797 | -18,821 | -11.0% | -$202.55万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,406.53万 | 1.70% | 582,657 | 40,004 | 7.4% | $96.57万 | 加仓 |
| IWM | ISHARES TR | $1,146.40万 | 1.39% | 38,156 | 140 | 0.4% | $4.21万 | 加仓 |
| AAPL | APPLE INC | $1,054.86万 | 1.28% | 36,455 | -1,036 | -2.8% | -$29.98万 | 减仓 |
| PPG | PPG INDS INC | $948.08万 | 1.15% | 78,167 | -937 | -1.2% | -$11.36万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $851.28万 | 1.03% | 230,886 | -2,156 | -0.9% | -$7.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $691.47万 | 0.84% | 18,686 | 12,788 | 216.8% | $473.22万 | 加仓 |
| SUB | ISHARES TR | $655.81万 | 0.79% | 61,596 | -8,113 | -11.6% | -$86.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $582.21万 | 0.70% | 70,708 | 718 | 1.0% | $5.91万 | 加仓 |
| IVV | ISHARES TR | $506.21万 | 0.61% | 6,759 | -91 | -1.3% | -$6.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $435.94万 | 0.53% | 21,787 | 690 | 3.3% | $13.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $277.80万 | 0.34% | 7,447 | 254 | 3.5% | $9.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $250.02万 | 0.30% | 3,640 | 74 | 2.1% | $5.08万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $245.29万 | 0.30% | 29,289 | -317 | -1.1% | -$2.65万 | 减仓 |
| AMZN | AMAZON COM INC | $211.66万 | 0.26% | 8,881 | 597 | 7.2% | $14.23万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $208.18万 | 0.25% | 41,159 | -6 | -0.0% | -$303 | 减仓 |
| GOOGL | ALPHABET INC | $184.89万 | 0.22% | 5,174 | 162 | 3.2% | $5.79万 | 加仓 |
| HD | HOME DEPOT INC | $184.17万 | 0.22% | 5,222 | -208 | -3.8% | -$7.34万 | 减仓 |
| TXN | TEXAS INSTRS INC | $179.74万 | 0.22% | 6,030 | 19 | 0.3% | $5,663 | 加仓 |
| NVR | NVR INC | $178.51万 | 0.22% | 262 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $177.90万 | 0.22% | 20,809 | 618 | 3.1% | $5.28万 | 加仓 |
| ITOT | ISHARES TR | $156.57万 | 0.19% | 9,531 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $147.26万 | 0.18% | 3,898 | 101 | 2.7% | $3.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $140.50万 | 0.17% | 19,139 | -742 | -3.7% | -$5.45万 | 减仓 |
| MRBK | MERIDIAN CORP | $133.90万 | 0.16% | 66,850 | 11 | 0.0% | $220 | 加仓 |
| GOOG | ALPHABET INC | $132.57万 | 0.16% | 3,752 | 44 | 1.2% | $1.55万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $132.04万 | 0.16% | 2,273 | -744 | -24.7% | -$43.22万 | 减仓 |
| IUSB | ISHARES TR | $123.64万 | 0.15% | 26,791 | 5,734 | 27.2% | $26.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $114.08万 | 0.14% | 35,975 | 9 | 0.0% | $285 | 加仓 |
| META | META PLATFORMS INC | $104.58万 | 0.13% | 1,857 | 71 | 4.0% | $4.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.46万 | 0.12% | 836 | 135 | 19.3% | $15.58万 | 加仓 |
| TSLA | TESLA INC | $96.07万 | 0.12% | 2,284 | 266 | 13.2% | $11.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $95.55万 | 0.12% | 3,152 | -45 | -1.4% | -$1.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $92.83万 | 0.11% | 2,836 | 8 | 0.3% | $2,619 | 加仓 |
| GLD | SPDR GOLD TR | $89.96万 | 0.11% | 2,442 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $83.96万 | 0.10% | 3,306 | -5 | -0.2% | -$1,270 | 减仓 |
| — | EXXON MOBIL CORP | $77.77万 | 0.09% | 5,688 | 72 | 1.3% | $9,844 | 加仓 |
| VGT | VANGUARD WORLD FD | $75.25万 | 0.09% | 6,296 | 8 | 0.1% | $956 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $73.09万 | 0.09% | 10,890 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $72.77万 | 0.09% | 607 | 31 | 5.4% | $3.72万 | 加仓 |
| ABBV | ABBVIE INC | $70.64万 | 0.09% | 2,807 | 13 | 0.5% | $3,272 | 加仓 |
| FULT | FULTON FINL CORP PA | $66.62万 | 0.08% | 27,542 | 22 | 0.1% | $532 | 加仓 |
| VTV | VANGUARD INDEX FDS | $65.40万 | 0.08% | 3,001 | 42 | 1.4% | $9,153 | 加仓 |
| VO | VANGUARD INDEX FDS | $62.35万 | 0.08% | 7,738 | 254 | 3.4% | $2.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.52万 | 0.07% | 2,600 | 2 | 0.1% | $473 | 加仓 |
| VXF | VANGUARD INDEX FDS | $59.04万 | 0.07% | 2,398 | -210 | -8.1% | -$5.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $58.15万 | 0.07% | 790 | -130 | -14.1% | -$9.57万 | 减仓 |
| WMT | WALMART INC | $53.79万 | 0.07% | 4,749 | 74 | 1.6% | $8,381 | 加仓 |
| ESGE | ISHARES INC | $53.77万 | 0.07% | 9,831 | -60 | -0.6% | -$3,281 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $53.48万 | 0.06% | 5,834 | 224 | 4.0% | $2.05万 | 加仓 |
| AMAT | APPLIED MATLS INC | $51.74万 | 0.06% | 716 | -6 | -0.8% | -$4,336 | 减仓 |
| SPGI | S&P GLOBAL INC | $51.53万 | 0.06% | 1,265 | -189 | -13.0% | -$7.70万 | 减仓 |
| CSCO | CISCO SYS INC | $49.56万 | 0.06% | 4,219 | -580 | -12.1% | -$6.81万 | 减仓 |
| V | VISA INC | $49.22万 | 0.06% | 1,435 | 81 | 6.0% | $2.78万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $47.88万 | 0.06% | 13,251 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $46.98万 | 0.06% | 8,073 | -271 | -3.2% | -$1.58万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $46.91万 | 0.06% | 10,022 | -332 | -3.2% | -$1.55万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $46.83万 | 0.06% | 5,436 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.78万 | 0.06% | 626 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.09万 | 0.06% | 1,705 | -75 | -4.2% | -$2.03万 | 减仓 |
| IWB | ISHARES TR | $45.50万 | 0.06% | 1,111 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $42.54万 | 0.05% | 3,046 | 3,046 | — | $42.54万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $42.30万 | 0.05% | 4,161 | 91 | 2.2% | $9,250 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $42.15万 | 0.05% | 827 | -6 | -0.7% | -$3,058 | 减仓 |
| RTX | RTX CORPORATION | $42.08万 | 0.05% | 2,218 | -11 | -0.5% | -$2,087 | 减仓 |
| CAT | CATERPILLAR INC | $41.81万 | 0.05% | 393 | 7 | 1.8% | $7,447 | 加仓 |
| LOW | LOWES COS INC | $40.50万 | 0.05% | 1,837 | -31 | -1.7% | -$6,834 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $40.40万 | 0.05% | 2,233 | 65 | 3.0% | $1.18万 | 加仓 |
| ORCL | ORACLE CORP | $38.65万 | 0.05% | 2,637 | 433 | 19.6% | $6.35万 | 加仓 |
| IWV | ISHARES TR | $36.82万 | 0.04% | 863 | -28 | -3.1% | -$1.19万 | 减仓 |
| BAC | BANK OF AMER CORP | $35.28万 | 0.04% | 6,192 | -107 | -1.7% | -$6,097 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.20万 | 0.04% | 4,940 | -100 | -2.0% | -$7,125 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.18万 | 0.04% | 376 | 3 | 0.8% | $2,807 | 加仓 |
| BA | BOEING CO | $34.74万 | 0.04% | 1,605 | -186 | -10.4% | -$4.03万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $34.39万 | 0.04% | 1,805 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $33.67万 | 0.04% | 4,109 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $32.15万 | 0.04% | 742 | 742 | — | $32.15万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.03万 | 0.04% | 771 | -10 | -1.3% | -$4,155 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $31.75万 | 0.04% | 618 | 5 | 0.8% | $2,569 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $31.47万 | 0.04% | 1,278 | -7 | -0.5% | -$1,724 | 减仓 |
| SNDK | SANDISK CORP | $31.15万 | 0.04% | 137 | 137 | — | $31.15万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.08万 | 0.04% | 13,006 | -501 | -3.7% | -$1.16万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.16万 | 0.04% | 288 | 8 | 2.9% | $8,100 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.93万 | 0.04% | 1,973 | -58 | -2.9% | -$8,505 | 减仓 |
| MRK | MERCK & CO INC | $27.41万 | 0.03% | 2,133 | -72 | -3.3% | -$9,253 | 减仓 |