Meridian Financial Advisors, LLC
HOLLISTON MA · SEC CIK 0002032629
$1.83亿2026Q1 申报市值
141持仓数
41.9%前十大占比 · 第一大 5.7%
6 / 2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
RWL 加仓+$73.13万
DGRW 加仓+$61.80万
IEFA 新建仓+$43.64万
IMFL 新建仓+$37.65万
ICLO 加仓+$33.37万
2026Q1 卖出最多 按季末市值估算
IJR 减仓-$43.16万
IJH 减仓-$35.88万
QQQ 减仓-$33.13万
SCHD 减仓-$29.68万
MDY 减仓-$29.36万
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 |
|---|---|---|---|---|---|---|---|---|
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -728 | -100.0% | -$28.95万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -3,583 | -100.0% | -$22.77万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REGL | PROSHARES TR | $20.39万 | 0.11% | 2,360 | -271 | -10.3% | -$2.34万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $20.95万 | 0.11% | 9,039 | -180 | -2.0% | -$4,172 | 减仓 |
| ORCL | ORACLE CORP | $21.08万 | 0.12% | 1,433 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $21.26万 | 0.12% | 1,231 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $21.54万 | 0.12% | 661 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $21.78万 | 0.12% | 1,249 | -52 | -4.0% | -$9,069 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $23.28万 | 0.13% | 2,100 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.42万 | 0.13% | 1,423 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $23.46万 | 0.13% | 2,568 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $23.51万 | 0.13% | 4,712 | 4,712 | — | $23.51万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $23.72万 | 0.13% | 400 | -290 | -42.0% | -$17.20万 | 减仓 |
| — | EXXON MOBIL CORP | $24.02万 | 0.13% | 1,416 | 1,416 | — | $24.02万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $24.13万 | 0.13% | 950 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.41万 | 0.13% | 1,122 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.45万 | 0.13% | 3,215 | -50 | -1.5% | -$3,802 | 减仓 |
| V | VISA INC | $24.57万 | 0.13% | 813 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.58万 | 0.13% | 4,427 | 4,427 | — | $24.58万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.62万 | 0.13% | 1,705 | -50 | -2.8% | -$7,221 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.99万 | 0.14% | 1,908 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $25.11万 | 0.14% | 5,151 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $25.57万 | 0.14% | 5,886 | 54 | 0.9% | $2,346 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.63万 | 0.15% | 575 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $26.95万 | 0.15% | 4,560 | -450 | -9.0% | -$2.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.42万 | 0.15% | 5,462 | -1,232 | -18.4% | -$6.18万 | 减仓 |
| RDDT | REDDIT INC | $27.72万 | 0.15% | 2,059 | -219 | -9.6% | -$2.95万 | 减仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $27.78万 | 0.15% | 4,411 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $27.79万 | 0.15% | 5,505 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.95万 | 0.15% | 903 | -40 | -4.2% | -$1.24万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $28.27万 | 0.15% | 3,044 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $28.47万 | 0.16% | 5,473 | 8 | 0.1% | $416 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.64万 | 0.16% | 2,185 | 4 | 0.2% | $524 | 加仓 |
| CVS | CVS HEALTH CORP | $28.97万 | 0.16% | 4,034 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.99万 | 0.16% | 4,524 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $29.04万 | 0.16% | 4,698 | 42 | 0.9% | $2,596 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $29.83万 | 0.16% | 1,800 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $30.63万 | 0.17% | 6,540 | 6,540 | — | $30.63万 | 新建仓 |
| SCZ | ISHARES TR | $31.16万 | 0.17% | 3,974 | -500 | -11.2% | -$3.92万 | 减仓 |
| ANGL | VANECK ETF TRUST | $32.10万 | 0.18% | 11,176 | 490 | 4.6% | $1.41万 | 加仓 |
| SYK | STRYKER CORPORATION | $32.73万 | 0.18% | 996 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $34.44万 | 0.19% | 5,622 | 258 | 4.8% | $1.58万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $34.45万 | 0.19% | 6,892 | 0 | 0.0% | — | 不变 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $34.55万 | 0.19% | 9,950 | -1,000 | -9.1% | -$3.47万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $34.59万 | 0.19% | 7,578 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $34.73万 | 0.19% | 6,000 | -1,000 | -14.3% | -$5.79万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $35.62万 | 0.19% | 3,686 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $35.86万 | 0.20% | 1,200 | -60 | -4.8% | -$1.79万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $36.01万 | 0.20% | 12,363 | -125 | -1.0% | -$3,641 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.37万 | 0.20% | 759 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $37.33万 | 0.20% | 2,308 | 110 | 5.0% | $1.78万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $37.65万 | 0.21% | 11,900 | 11,900 | — | $37.65万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.18万 | 0.21% | 978 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $38.47万 | 0.21% | 1,860 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $38.96万 | 0.21% | 4,404 | 4 | 0.1% | $354 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $39.72万 | 0.22% | 7,948 | -236 | -2.9% | -$1.18万 | 减仓 |
| DIVB | ISHARES TR | $39.78万 | 0.22% | 7,374 | -592 | -7.4% | -$3.19万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $40.55万 | 0.22% | 16,233 | -1,116 | -6.4% | -$2.79万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $40.72万 | 0.22% | 1,680 | -58 | -3.3% | -$1.41万 | 减仓 |
| SO | SOUTHERN CO | $40.80万 | 0.22% | 4,227 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.88万 | 0.22% | 1,315 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $41.42万 | 0.23% | 13,378 | -461 | -3.3% | -$1.43万 | 减仓 |
| IEFA | ISHARES TR | $43.64万 | 0.24% | 4,820 | 4,820 | — | $43.64万 | 新建仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $44.21万 | 0.24% | 7,161 | -1,299 | -15.4% | -$8.02万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $44.97万 | 0.25% | 8,822 | 2,862 | 48.0% | $14.59万 | 加仓 |
| IJK | ISHARES TR | $45.14万 | 0.25% | 4,486 | -147 | -3.2% | -$1.48万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $46.52万 | 0.25% | 5,463 | -300 | -5.2% | -$2.55万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $46.62万 | 0.25% | 4,158 | 1,073 | 34.8% | $12.03万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $47.52万 | 0.26% | 9,625 | -501 | -4.9% | -$2.47万 | 减仓 |
| EFA | ISHARES TR | $47.58万 | 0.26% | 4,898 | 250 | 5.4% | $2.43万 | 加仓 |
| — | SPDR SERIES TRUST | $47.66万 | 0.26% | 11,435 | -402 | -3.4% | -$1.68万 | 减仓 |
| RTX | RTX CORPORATION | $49.17万 | 0.27% | 2,549 | -50 | -1.9% | -$9,645 | 减仓 |
| IGIB | ISHARES TR | $52.19万 | 0.29% | 9,807 | 30 | 0.3% | $1,597 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $53.44万 | 0.29% | 13,423 | 49 | 0.4% | $1,951 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $54.14万 | 0.30% | 2,215 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $54.54万 | 0.30% | 3,720 | -213 | -5.4% | -$3.12万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $56.11万 | 0.31% | 928 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $56.20万 | 0.31% | 3,875 | 100 | 2.6% | $1.45万 | 加仓 |
| SUSA | ISHARES TR | $56.80万 | 0.31% | 4,300 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $57.87万 | 0.32% | 3,999 | 122 | 3.1% | $1.77万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $58.09万 | 0.32% | 10,592 | 4,542 | 75.1% | $24.91万 | 加仓 |
| WM | WASTE MGMT INC DEL | $59.08万 | 0.32% | 2,571 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $61.85万 | 0.34% | 2,151 | 20 | 0.9% | $5,751 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $61.90万 | 0.34% | 5,989 | -366 | -5.8% | -$3.78万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $63.38万 | 0.35% | 17,919 | 298 | 1.7% | $1.05万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.79万 | 0.35% | 4,375 | 3 | 0.1% | $444 | 加仓 |
| FALN | ISHARES TR | $64.82万 | 0.35% | 24,261 | 4,844 | 24.9% | $12.94万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $65.53万 | 0.36% | 4,931 | 70 | 1.4% | $9,303 | 加仓 |
| GOOG | ALPHABET INC | $66.12万 | 0.36% | 2,305 | -100 | -4.2% | -$2.87万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $70.93万 | 0.39% | 1,624 | 8 | 0.5% | $3,494 | 加仓 |
| NOBL | PROSHARES TR | $71.28万 | 0.39% | 6,724 | -812 | -10.8% | -$8.61万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $75.29万 | 0.41% | 9,984 | -1,503 | -13.1% | -$11.33万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $77.87万 | 0.43% | 4,226 | -78 | -1.8% | -$1.44万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $78.70万 | 0.43% | 15,703 | -1,606 | -9.3% | -$8.05万 | 减仓 |
| IJJ | ISHARES TR | $83.50万 | 0.46% | 6,302 | -185 | -2.9% | -$2.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $84.20万 | 0.46% | 2,862 | -3 | -0.1% | -$883 | 减仓 |