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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $90.88万 | 0.44% | 6,152 | -150 | -2.4% | -$2.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $95.33万 | 0.46% | 2,912 | 50 | 1.7% | $1.64万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $98.06万 | 0.47% | 9,985 | 649 | 7.0% | $6.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $100.62万 | 0.48% | 5,281 | 350 | 7.1% | $6.67万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $101.67万 | 0.49% | 12,301 | -4 | -0.0% | -$331 | 减仓 |
| SPIB | SPDR SERIES TRUST | $103.10万 | 0.50% | 30,814 | 3,299 | 12.0% | $11.04万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $104.37万 | 0.50% | 17,312 | 6,720 | 63.4% | $40.51万 | 加仓 |
| DON | WISDOMTREE TR | $104.62万 | 0.50% | 18,511 | 7 | 0.0% | $396 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $104.62万 | 0.50% | 23,076 | -740 | -3.1% | -$3.36万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $109.93万 | 0.53% | 14,677 | -99 | -0.7% | -$7,415 | 减仓 |
| AMZN | AMAZON COM INC | $110.38万 | 0.53% | 4,631 | -181 | -3.8% | -$4.31万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $113.87万 | 0.55% | 7,049 | 2,891 | 69.5% | $46.70万 | 加仓 |
| IUSG | ISHARES TR | $122.84万 | 0.59% | 6,531 | -373 | -5.4% | -$7.02万 | 减仓 |
| IEMG | ISHARES INC | $123.92万 | 0.60% | 14,959 | 2,193 | 17.2% | $18.17万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $124.19万 | 0.60% | 21,988 | 1,113 | 5.3% | $6.29万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $136.94万 | 0.66% | 1,994 | 33 | 1.7% | $2.27万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $145.05万 | 0.70% | 5,969 | -21 | -0.4% | -$5,103 | 减仓 |
| CSCO | CISCO SYS INC | $151.43万 | 0.73% | 12,892 | 442 | 3.6% | $5.19万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $154.62万 | 0.74% | 14,171 | 0 | 0.0% | — | 不变 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $156.57万 | 0.75% | 61,209 | 4,095 | 7.2% | $10.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $178.73万 | 0.86% | 64,523 | 3,408 | 5.6% | $9.44万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $184.44万 | 0.89% | 2,622 | -25 | -0.9% | -$1.76万 | 减仓 |
| MRK | MERCK & CO INC | $188.05万 | 0.90% | 14,634 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $188.59万 | 0.91% | 62,842 | 2,343 | 3.9% | $7.03万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $189.49万 | 0.91% | 5,182 | -45 | -0.9% | -$1.65万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $194.98万 | 0.94% | 2,611 | 9 | 0.3% | $6,721 | 加仓 |
| AAPL | APPLE INC | $196.52万 | 0.94% | 6,792 | -149 | -2.1% | -$4.31万 | 减仓 |
| — | ALPS ETF TR | $206.47万 | 0.99% | 90,591 | -1,669 | -1.8% | -$3.80万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $216.42万 | 1.04% | 32,034 | 514 | 1.6% | $3.47万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $225.19万 | 1.08% | 55,485 | 11,650 | 26.6% | $47.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $237.04万 | 1.14% | 10,018 | -119 | -1.2% | -$2.82万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $242.01万 | 1.16% | 20,339 | -273 | -1.3% | -$3.25万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $246.85万 | 1.19% | 8,059 | -277 | -3.3% | -$8.48万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $248.58万 | 1.19% | 27,589 | -661 | -2.3% | -$5.96万 | 减仓 |
| MSFT | MICROSOFT CORP | $255.08万 | 1.23% | 6,838 | 165 | 2.5% | $6.15万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $280.73万 | 1.35% | 35,521 | 1,192 | 3.5% | $9.42万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $379.77万 | 1.82% | 29,725 | 5,922 | 24.9% | $75.66万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $388.42万 | 1.87% | 67,352 | 1,056 | 1.6% | $6.09万 | 加仓 |
| SDY | SPDR SERIES TRUST | $398.90万 | 1.92% | 26,212 | 1,094 | 4.4% | $16.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $402.37万 | 1.93% | 13,274 | 46 | 0.3% | $1.39万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $421.94万 | 2.03% | 19,831 | -414 | -2.0% | -$8.81万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $501.54万 | 2.41% | 16,554 | 1,229 | 8.0% | $37.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $510.14万 | 2.45% | 63,316 | -968 | -1.5% | -$7.80万 | 减仓 |
| DGRW | WISDOMTREE TR | $574.48万 | 2.76% | 60,080 | 3,817 | 6.8% | $36.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $683.09万 | 3.28% | 77,729 | 3,480 | 4.7% | $30.58万 | 加仓 |
| IJH | ISHARES TR | $770.12万 | 3.70% | 99,873 | -2,332 | -2.3% | -$17.98万 | 减仓 |
| IJR | ISHARES TR | $850.05万 | 4.08% | 57,316 | -1,436 | -2.4% | -$21.30万 | 减仓 |
| DGRO | ISHARES TR | $938.73万 | 4.51% | 123,859 | 478 | 0.4% | $3.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $987.79万 | 4.75% | 195,332 | -4,913 | -2.5% | -$24.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,027.11万 | 4.93% | 13,948 | -345 | -2.4% | -$25.41万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,066.08万 | 5.12% | 336,197 | -3,229 | -1.0% | -$10.24万 | 减仓 |
| IVV | ISHARES TR | $1,094.88万 | 5.26% | 14,620 | -365 | -2.4% | -$27.33万 | 减仓 |