Meridian Financial Advisors, LLC
HOLLISTON MA · SEC CIK 0002032629
$2.08亿2026Q2 申报市值
146持仓数
40.9%前十大占比 · 第一大 5.3%
7 / 6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
RWL 加仓+$75.66万
LVHI 加仓+$47.28万
SPMO 加仓+$46.70万
IDMO 加仓+$40.51万
QQQM 加仓+$37.24万
2026Q2 卖出最多 按季末市值估算
VZ 清仓-$27.42万
IVV 减仓-$27.33万
QQQ 减仓-$25.41万
JPST 减仓-$24.85万
EXXON MOBIL CORP 清仓-$24.02万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,462 | -100.0% | -$27.42万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,416 | -100.0% | -$24.02万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $0 | 0.00% | 0 | -400 | -100.0% | -$23.72万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -2,568 | -100.0% | -$23.46万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,231 | -100.0% | -$21.26万 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -9,039 | -100.0% | -$20.95万 | 清仓 |
| IEV | ISHARES TR | $20.17万 | 0.10% | 2,769 | -161 | -5.5% | -$1.17万 | 重新持有 |
| ORCL | ORACLE CORP | $20.27万 | 0.10% | 1,383 | -50 | -3.5% | -$7,327 | 减仓 |
| REGL | PROSHARES TR | $20.72万 | 0.10% | 2,263 | -97 | -4.1% | -$8,881 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $21.00万 | 0.10% | 4,147 | 4,147 | — | $21.00万 | 新建仓 |
| IQLT | ISHARES TR | $21.25万 | 0.10% | 4,288 | 4,288 | — | $21.25万 | 新建仓 |
| IJS | ISHARES TR | $21.54万 | 0.10% | 1,576 | 1,576 | — | $21.54万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.86万 | 0.11% | 662 | 662 | — | $21.86万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $22.50万 | 0.11% | 2,100 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $22.52万 | 0.11% | 661 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $22.75万 | 0.11% | 1,832 | 1,374 | 300.0% | $17.06万 | 重新持有 |
| SCHY | SCHWAB STRATEGIC TR | $22.75万 | 0.11% | 7,170 | 7,170 | — | $22.75万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $24.15万 | 0.12% | 1,908 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $24.16万 | 0.12% | 6,670 | 6,670 | — | $24.16万 | 新建仓 |
| AGGY | WISDOMTREE TR | $24.75万 | 0.12% | 5,693 | -193 | -3.3% | -$8,391 | 减仓 |
| BLOK | AMPLIFY ETF TR | $24.80万 | 0.12% | 3,960 | -100 | -2.5% | -$6,263 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $24.99万 | 0.12% | 1,249 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.47万 | 0.13% | 1,805 | 100 | 5.9% | $1.47万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.72万 | 0.13% | 3,044 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $26.96万 | 0.13% | 950 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $27.04万 | 0.13% | 788 | -25 | -3.1% | -$8,577 | 减仓 |
| KO | COCA COLA CO | $27.35万 | 0.13% | 3,365 | 150 | 4.7% | $1.22万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.52万 | 0.13% | 4,478 | 51 | 1.2% | $3,134 | 加仓 |
| ABBV | ABBVIE INC | $28.24万 | 0.14% | 1,122 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $28.45万 | 0.14% | 4,560 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $29.26万 | 0.14% | 4,411 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $29.28万 | 0.14% | 5,789 | 1,077 | 22.9% | $5.45万 | 加仓 |
| BAC | BANK OF AMER CORP | $29.35万 | 0.14% | 5,151 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $29.75万 | 0.14% | 1,423 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $29.87万 | 0.14% | 5,624 | 2 | 0.0% | $106 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $29.94万 | 0.14% | 2,189 | 4 | 0.2% | $547 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.04万 | 0.14% | 575 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $30.24万 | 0.15% | 3,675 | -299 | -7.5% | -$2.46万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.94万 | 0.15% | 3,443 | 450 | 15.0% | $4.04万 | 重新持有 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $30.97万 | 0.15% | 4,519 | 4,519 | — | $30.97万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $31.80万 | 0.15% | 1,800 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.26万 | 0.16% | 4,528 | 4 | 0.1% | $285 | 加仓 |
| D | DOMINION ENERGY INC | $32.34万 | 0.16% | 4,735 | 37 | 0.8% | $2,527 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.48万 | 0.16% | 1,960 | 100 | 5.4% | $1.66万 | 加仓 |
| ANGL | VANECK ETF TRUST | $32.88万 | 0.16% | 11,246 | 70 | 0.6% | $2,047 | 加仓 |
| USB | US BANCORP | $33.11万 | 0.16% | 5,482 | 9 | 0.2% | $544 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $33.28万 | 0.16% | 9,466 | -484 | -4.9% | -$1.70万 | 减仓 |
| AVGO | BROADCOM INC | $33.73万 | 0.16% | 893 | -10 | -1.1% | -$3,778 | 减仓 |
| MCD | MCDONALDS CORP | $35.56万 | 0.17% | 1,315 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $35.74万 | 0.17% | 2,059 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $35.94万 | 0.17% | 6,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $37.25万 | 0.18% | 1,183 | 187 | 18.8% | $5.89万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $37.44万 | 0.18% | 7,392 | 500 | 7.3% | $2.53万 | 加仓 |
| VV | VANGUARD INDEX FDS | $37.83万 | 0.18% | 1,100 | -100 | -8.3% | -$3.44万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $38.37万 | 0.18% | 7,614 | 36 | 0.5% | $1,814 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $38.78万 | 0.19% | 775 | 16 | 2.1% | $8,006 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $39.03万 | 0.19% | 7,679 | -269 | -3.4% | -$1.37万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $39.55万 | 0.19% | 15,799 | -434 | -2.7% | -$1.09万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $40.22万 | 0.19% | 8,582 | 2,042 | 31.2% | $9.57万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $40.34万 | 0.19% | 3,386 | -300 | -8.1% | -$3.57万 | 减仓 |
| SO | SOUTHERN CO | $40.46万 | 0.19% | 4,227 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $41.07万 | 0.20% | 4,399 | -5 | -0.1% | -$467 | 减仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $41.55万 | 0.20% | 12,100 | 200 | 1.7% | $6,868 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $42.27万 | 0.20% | 7,105 | 1,600 | 29.1% | $9.52万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $42.51万 | 0.20% | 12,563 | 200 | 1.6% | $6,768 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $43.27万 | 0.21% | 2,336 | 28 | 1.2% | $5,186 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $45.48万 | 0.22% | 12,335 | -1,043 | -7.8% | -$3.85万 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $45.75万 | 0.22% | 5,463 | -1,698 | -23.7% | -$14.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $47.30万 | 0.23% | 928 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.47万 | 0.23% | 1,688 | 8 | 0.5% | $2,250 | 加仓 |
| CVS | CVS HEALTH CORP | $47.53万 | 0.23% | 4,594 | 560 | 13.9% | $5.79万 | 加仓 |
| RTX | RTX CORPORATION | $49.31万 | 0.24% | 2,599 | 50 | 2.0% | $9,486 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $50.49万 | 0.24% | 9,418 | -207 | -2.2% | -$1.11万 | 减仓 |
| — | SPDR SERIES TRUST | $50.92万 | 0.24% | 10,990 | -445 | -3.9% | -$2.06万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $51.82万 | 0.25% | 5,463 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $51.97万 | 0.25% | 4,423 | -63 | -1.4% | -$7,403 | 减仓 |
| EFA | ISHARES TR | $52.07万 | 0.25% | 5,013 | 115 | 2.3% | $1.19万 | 加仓 |
| DIVB | ISHARES TR | $53.17万 | 0.26% | 8,631 | 1,257 | 17.0% | $7.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $56.25万 | 0.27% | 2,215 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $56.67万 | 0.27% | 5,868 | 1,048 | 21.7% | $10.12万 | 加仓 |
| WM | WASTE MGMT INC DEL | $57.30万 | 0.28% | 2,571 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $57.84万 | 0.28% | 13,540 | 117 | 0.9% | $4,998 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $58.04万 | 0.28% | 3,658 | -62 | -1.7% | -$9,837 | 减仓 |
| IGIB | ISHARES TR | $59.41万 | 0.29% | 11,174 | 1,367 | 13.9% | $7.27万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $60.69万 | 0.29% | 11,900 | 3,078 | 34.9% | $15.70万 | 加仓 |
| SUSA | ISHARES TR | $61.33万 | 0.29% | 3,975 | -325 | -7.6% | -$5.01万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.72万 | 0.31% | 4,032 | -343 | -7.8% | -$5.42万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $66.57万 | 0.32% | 5,898 | -91 | -1.5% | -$1.03万 | 减仓 |
| IJT | ISHARES TR | $69.24万 | 0.33% | 3,877 | -122 | -3.1% | -$2.18万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $74.23万 | 0.36% | 9,386 | -598 | -6.0% | -$4.73万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $74.64万 | 0.36% | 978 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $74.79万 | 0.36% | 27,455 | 3,194 | 13.2% | $8.70万 | 加仓 |
| NOBL | PROSHARES TR | $75.51万 | 0.36% | 13,445 | -3 | -0.0% | -$168 | 减仓 |
| GOOGL | ALPHABET INC | $76.87万 | 0.37% | 2,151 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $78.43万 | 0.38% | 4,610 | 735 | 19.0% | $12.51万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $81.61万 | 0.39% | 4,130 | -96 | -2.3% | -$1.90万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $82.90万 | 0.40% | 9,624 | -120 | -1.2% | -$1.03万 | 减仓 |
| GOOG | ALPHABET INC | $84.98万 | 0.41% | 2,405 | 100 | 4.3% | $3.53万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $85.86万 | 0.41% | 19,643 | 1,724 | 9.6% | $7.54万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $88.06万 | 0.42% | 14,178 | -1,525 | -9.7% | -$9.47万 | 减仓 |