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 |
|---|---|---|---|---|---|---|---|---|
| JMUB | J P MORGAN EXCHANGE TRADED F | $34.45万 | 0.19% | 6,892 | 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 |
| SYK | STRYKER CORPORATION | $32.73万 | 0.18% | 996 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $32.10万 | 0.18% | 11,176 | 490 | 4.6% | $1.41万 | 加仓 |
| SCZ | ISHARES TR | $31.16万 | 0.17% | 3,974 | -500 | -11.2% | -$3.92万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $30.63万 | 0.17% | 6,540 | 6,540 | — | $30.63万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $29.83万 | 0.16% | 1,800 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $29.04万 | 0.16% | 4,698 | 42 | 0.9% | $2,596 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.99万 | 0.16% | 4,524 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $28.97万 | 0.16% | 4,034 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $28.64万 | 0.16% | 2,185 | 4 | 0.2% | $524 | 加仓 |
| USB | US BANCORP | $28.47万 | 0.16% | 5,473 | 8 | 0.1% | $416 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.27万 | 0.15% | 3,044 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.95万 | 0.15% | 903 | -40 | -4.2% | -$1.24万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $27.79万 | 0.15% | 5,505 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $27.78万 | 0.15% | 4,411 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $27.72万 | 0.15% | 2,059 | -219 | -9.6% | -$2.95万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.42万 | 0.15% | 5,462 | -1,232 | -18.4% | -$6.18万 | 减仓 |
| BALL | BALL CORP | $26.95万 | 0.15% | 4,560 | -450 | -9.0% | -$2.66万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.63万 | 0.15% | 575 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $25.57万 | 0.14% | 5,886 | 54 | 0.9% | $2,346 | 加仓 |
| BAC | BANK AMERICA CORP | $25.11万 | 0.14% | 5,151 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $24.99万 | 0.14% | 1,908 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $24.62万 | 0.13% | 1,705 | -50 | -2.8% | -$7,221 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.58万 | 0.13% | 4,427 | 4,427 | — | $24.58万 | 新建仓 |
| V | VISA INC | $24.57万 | 0.13% | 813 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.45万 | 0.13% | 3,215 | -50 | -1.5% | -$3,802 | 减仓 |
| ABBV | ABBVIE INC | $24.41万 | 0.13% | 1,122 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $24.13万 | 0.13% | 950 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $24.02万 | 0.13% | 1,416 | 1,416 | — | $24.02万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $23.72万 | 0.13% | 400 | -290 | -42.0% | -$17.20万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $23.51万 | 0.13% | 4,712 | 4,712 | — | $23.51万 | 新建仓 |
| EFAV | ISHARES TR | $23.46万 | 0.13% | 2,568 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.42万 | 0.13% | 1,423 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $23.28万 | 0.13% | 2,100 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $21.78万 | 0.12% | 1,249 | -52 | -4.0% | -$9,069 | 减仓 |
| CB | CHUBB LTD SWITZ | $21.54万 | 0.12% | 661 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $21.26万 | 0.12% | 1,231 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $21.08万 | 0.12% | 1,433 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $20.95万 | 0.11% | 9,039 | -180 | -2.0% | -$4,172 | 减仓 |
| REGL | PROSHARES TR | $20.39万 | 0.11% | 2,360 | -271 | -10.3% | -$2.34万 | 减仓 |
| 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 |