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 |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | $87.98万 | 0.48% | 9,336 | -410 | -4.2% | -$3.86万 | 减仓 |
| IEMG | ISHARES INC | $89.04万 | 0.49% | 12,766 | 4,641 | 57.1% | $32.37万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $92.28万 | 0.50% | 27,515 | 783 | 2.9% | $2.63万 | 加仓 |
| CSCO | CISCO SYS INC | $96.60万 | 0.53% | 12,450 | -217 | -1.7% | -$1.68万 | 减仓 |
| DON | WISDOMTREE TR | $97.22万 | 0.53% | 18,504 | -1,609 | -8.0% | -$8.45万 | 减仓 |
| AMZN | AMAZON COM INC | $100.22万 | 0.55% | 4,812 | 21 | 0.4% | $4,374 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $101.83万 | 0.56% | 12,305 | 176 | 1.5% | $1.46万 | 加仓 |
| IUSG | ISHARES TR | $107.09万 | 0.59% | 6,904 | 398 | 6.1% | $6.17万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $108.07万 | 0.59% | 14,776 | -235 | -1.6% | -$1.72万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $109.29万 | 0.60% | 23,816 | -199 | -0.8% | -$9,132 | 减仓 |
| VOO | VANGUARD INDEX FDS | $117.17万 | 0.64% | 1,961 | -3 | -0.2% | -$1,793 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $118.32万 | 0.65% | 20,875 | 3,625 | 21.0% | $20.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $130.14万 | 0.71% | 5,990 | -16 | -0.3% | -$3,476 | 减仓 |
| SLYV | SPDR SERIES TRUST | $134.03万 | 0.73% | 14,171 | 0 | 0.0% | — | 不变 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $145.70万 | 0.80% | 57,114 | 13,080 | 29.7% | $33.37万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $151.26万 | 0.83% | 61,115 | 8,137 | 15.4% | $20.14万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $157.97万 | 0.86% | 5,227 | -265 | -4.8% | -$8.01万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $163.28万 | 0.89% | 2,647 | -476 | -15.2% | -$29.36万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $169.22万 | 0.92% | 2,602 | -231 | -8.2% | -$15.02万 | 减仓 |
| MRK | MERCK & CO INC | $176.03万 | 0.96% | 14,634 | -947 | -6.1% | -$11.39万 | 减仓 |
| AAPL | APPLE INC | $176.15万 | 0.96% | 6,941 | -63 | -0.9% | -$1.60万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $177.71万 | 0.97% | 43,835 | 5,027 | 13.0% | $20.38万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $181.92万 | 0.99% | 60,499 | 2,439 | 4.2% | $7.33万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $186.66万 | 1.02% | 31,520 | 341 | 1.1% | $2.02万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $201.82万 | 1.10% | 20,612 | -795 | -3.7% | -$7.78万 | 减仓 |
| — | ALPS ETF TR | $210.88万 | 1.15% | 92,260 | -1,119 | -1.2% | -$2.56万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $212.41万 | 1.16% | 28,250 | 570 | 2.1% | $4.29万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $214.53万 | 1.17% | 8,336 | -466 | -5.3% | -$11.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $218.00万 | 1.19% | 10,137 | -185 | -1.8% | -$3.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $247.02万 | 1.35% | 6,673 | -504 | -7.0% | -$18.66万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $272.13万 | 1.49% | 34,329 | 1,459 | 4.4% | $11.57万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $273.52万 | 1.50% | 23,803 | 6,364 | 36.5% | $73.13万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $320.34万 | 1.75% | 66,296 | 1,574 | 2.4% | $7.61万 | 加仓 |
| VB | VANGUARD INDEX FDS | $346.48万 | 1.89% | 13,228 | -417 | -3.1% | -$10.92万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $364.15万 | 1.99% | 15,325 | 1,102 | 7.7% | $26.19万 | 加仓 |
| SDY | SPDR SERIES TRUST | $366.57万 | 2.00% | 25,118 | -1,159 | -4.4% | -$16.91万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $388.53万 | 2.12% | 20,245 | -735 | -3.5% | -$14.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $461.54万 | 2.52% | 16,071 | -467 | -2.8% | -$13.41万 | 减仓 |
| DGRW | WISDOMTREE TR | $494.22万 | 2.70% | 56,263 | 7,035 | 14.3% | $61.80万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $568.30万 | 3.11% | 74,249 | 3,070 | 4.3% | $23.50万 | 加仓 |
| IJH | ISHARES TR | $690.19万 | 3.77% | 102,205 | -5,313 | -4.9% | -$35.88万 | 减仓 |
| IJR | ISHARES TR | $730.34万 | 3.99% | 58,752 | -3,472 | -5.6% | -$43.16万 | 减仓 |
| QQQ | INVESCO QQQ TR | $824.95万 | 4.51% | 14,293 | -574 | -3.9% | -$33.13万 | 减仓 |
| DGRO | ISHARES TR | $865.89万 | 4.73% | 123,381 | 212 | 0.2% | $1.49万 | 加仓 |
| IVV | ISHARES TR | $978.81万 | 5.35% | 14,985 | -3 | -0.0% | -$1,960 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,013.44万 | 5.54% | 200,245 | -3,890 | -1.9% | -$19.69万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,041.36万 | 5.69% | 339,426 | -9,675 | -2.8% | -$29.68万 | 减仓 |