13F 机构持仓

Meridian Financial Advisors, LLC

HOLLISTON MA · SEC CIK 0002032629

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 5.3%
SCHD 5.1%
QQQ 4.9%
JPST 4.7%
DGRO 4.5%
IJR 4.1%
IJH 3.7%
SPYM 3.3%
DGRW 2.8%
VO 2.5%

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 18718.8% $5.89万 加仓
DSTL ETF SER SOLUTIONS $35.94万0.17%6,000 00.0% — 不变
RDDT REDDIT INC $35.74万0.17%2,059 00.0% — 不变
MCD MCDONALDS CORP $35.56万0.17%1,315 00.0% — 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 90.2% $544 加仓
ANGL VANECK ETF TRUST $32.88万0.16%11,246 700.6% $2,047 加仓
CVX CHEVRON CORPORATION $32.48万0.16%1,960 1005.4% $1.66万 加仓
D DOMINION ENERGY INC $32.34万0.16%4,735 370.8% $2,527 加仓
VEA VANGUARD TAX-MANAGED FDS $32.26万0.16%4,528 40.1% $285 加仓
PPA INVESCO EXCHANGE TRADED FD T $31.80万0.15%1,800 00.0% — 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 45015.0% $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 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $29.94万0.14%2,189 40.2% $547 加仓
XLE SELECT SECTOR SPDR TR $29.87万0.14%5,624 20.0% $106 加仓
MS MORGAN STANLEY $29.75万0.14%1,423 00.0% — 不变
BAC BANK OF AMER CORP $29.35万0.14%5,151 00.0% — 不变
VTEB VANGUARD MUN BD FDS $29.28万0.14%5,789 1,07722.9% $5.45万 加仓
XMLV INVESCO EXCH TRADED FD TR II $29.26万0.14%4,411 00.0% — 不变
BALL BALL CORP $28.45万0.14%4,560 00.0% — 不变
ABBV ABBVIE INC $28.24万0.14%1,122 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $27.52万0.13%4,478 511.2% $3,134 加仓
KO COCA COLA CO $27.35万0.13%3,365 1504.7% $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 00.0% — 不变
NEE NEXTERA ENERGY INC $26.72万0.13%3,044 00.0% — 不变
PG PROCTER & GAMBLE CO $26.47万0.13%1,805 1005.9% $1.47万 加仓
NVDA NVIDIA CORPORATION $24.99万0.12%1,249 00.0% — 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 00.0% — 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 1,374300.0% $17.06万 重新持有
CB CHUBB LIMITED $22.52万0.11%661 00.0% — 不变
XLC SELECT SECTOR SPDR TR $22.50万0.11%2,100 00.0% — 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 $00.00%0 -5,462-100.0% -$27.42万 清仓
— EXXON MOBIL CORP $00.00%0 -1,416-100.0% -$24.02万 清仓
UTHR UNITED THERAPEUTICS CORP DEL $00.00%0 -400-100.0% -$23.72万 清仓
EFAV ISHARES TR $00.00%0 -2,568-100.0% -$23.46万 清仓
AVY AVERY DENNISON CORP $00.00%0 -1,231-100.0% -$21.26万 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -9,039-100.0% -$20.95万 清仓