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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $37.25万 | 0.18% | 1,183 | 187 | 18.8% | $5.89万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $35.94万 | 0.17% | 6,000 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $35.74万 | 0.17% | 2,059 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $35.56万 | 0.17% | 1,315 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $33.73万 | 0.16% | 893 | -10 | -1.1% | -$3,778 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $33.28万 | 0.16% | 9,466 | -484 | -4.9% | -$1.70万 | 减仓 |
| USB | US BANCORP | $33.11万 | 0.16% | 5,482 | 9 | 0.2% | $544 | 加仓 |
| ANGL | VANECK ETF TRUST | $32.88万 | 0.16% | 11,246 | 70 | 0.6% | $2,047 | 加仓 |
| CVX | CHEVRON CORPORATION | $32.48万 | 0.16% | 1,960 | 100 | 5.4% | $1.66万 | 加仓 |
| D | DOMINION ENERGY INC | $32.34万 | 0.16% | 4,735 | 37 | 0.8% | $2,527 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $32.26万 | 0.16% | 4,528 | 4 | 0.1% | $285 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $31.80万 | 0.15% | 1,800 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $30.97万 | 0.15% | 4,519 | 4,519 | — | $30.97万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.94万 | 0.15% | 3,443 | 450 | 15.0% | $4.04万 | 重新持有 |
| SCZ | ISHARES TR | $30.24万 | 0.15% | 3,675 | -299 | -7.5% | -$2.46万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $30.04万 | 0.14% | 575 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $29.94万 | 0.14% | 2,189 | 4 | 0.2% | $547 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.87万 | 0.14% | 5,624 | 2 | 0.0% | $106 | 加仓 |
| MS | MORGAN STANLEY | $29.75万 | 0.14% | 1,423 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $29.35万 | 0.14% | 5,151 | 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 |
| XMLV | INVESCO EXCH TRADED FD TR II | $29.26万 | 0.14% | 4,411 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $28.45万 | 0.14% | 4,560 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.24万 | 0.14% | 1,122 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.52万 | 0.13% | 4,478 | 51 | 1.2% | $3,134 | 加仓 |
| KO | COCA COLA CO | $27.35万 | 0.13% | 3,365 | 150 | 4.7% | $1.22万 | 加仓 |
| V | VISA INC | $27.04万 | 0.13% | 788 | -25 | -3.1% | -$8,577 | 减仓 |
| XAR | SPDR SERIES TRUST | $26.96万 | 0.13% | 950 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.72万 | 0.13% | 3,044 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.47万 | 0.13% | 1,805 | 100 | 5.9% | $1.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $24.99万 | 0.12% | 1,249 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY ETF TR | $24.80万 | 0.12% | 3,960 | -100 | -2.5% | -$6,263 | 重新持有 |
| AGGY | WISDOMTREE TR | $24.75万 | 0.12% | 5,693 | -193 | -3.3% | -$8,391 | 减仓 |
| — | WISDOMTREE TR | $24.16万 | 0.12% | 6,670 | 6,670 | — | $24.16万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $24.15万 | 0.12% | 1,908 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $22.75万 | 0.11% | 7,170 | 7,170 | — | $22.75万 | 新建仓 |
| IWF | ISHARES TR | $22.75万 | 0.11% | 1,832 | 1,374 | 300.0% | $17.06万 | 重新持有 |
| CB | CHUBB LIMITED | $22.52万 | 0.11% | 661 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $22.50万 | 0.11% | 2,100 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $21.86万 | 0.11% | 662 | 662 | — | $21.86万 | 新建仓 |
| IJS | ISHARES TR | $21.54万 | 0.10% | 1,576 | 1,576 | — | $21.54万 | 新建仓 |
| IQLT | ISHARES TR | $21.25万 | 0.10% | 4,288 | 4,288 | — | $21.25万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $21.00万 | 0.10% | 4,147 | 4,147 | — | $21.00万 | 新建仓 |
| REGL | PROSHARES TR | $20.72万 | 0.10% | 2,263 | -97 | -4.1% | -$8,881 | 减仓 |
| ORCL | ORACLE CORP | $20.27万 | 0.10% | 1,383 | -50 | -3.5% | -$7,327 | 减仓 |
| IEV | ISHARES TR | $20.17万 | 0.10% | 2,769 | -161 | -5.5% | -$1.17万 | 重新持有 |
| 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 |