Meridian Financial Advisors, LLC
CIK 2032629 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $208.1M
- Posisi
- 146
- Per tanggal
- 30 Juni 2026
#6.328 dari 9.443 berdasarkan nilai 13F · top 67.0%
Nilai portofolio QoQ: +13.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 40,85%
- Bobot 25 kepemilikan teratas
- 63,20%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 43,7
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,03% Perkiraan pembelian $13.189.103 · penjualan $3.970.232
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 89,0% masih dipegang
- Posisi baru
- 11
- Meningkat
- 63
- Menurun
- 47
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,1%
Healthcare
1,7%
Financials
1,0%
Communication Services
0,9%
Communications
0,7%
Industrials
0,7%
Utilities
0,7%
Retail
0,5%
Financial Services
0,3%
Consumer Discretionary
0,2%
Energy
0,2%
Packaging
0,1%
Consumer Staples
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
89,5%
Portofolio lengkap 146 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $10.948.786 | 5,26% | 14.620 | $1.160.733 | Turun ×3 | ||
| SCHD | $10.660.800 | 5,12% | 336.197 | $247.214 | Turun ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $10.271.132 | 4,93% | 13.948 | $2.021.636 | Turun ×3 | ||
| JPST | $9.877.946 | 4,75% | 195.332 | $-256.463 | Turun ×3 | ||
| DGRO | $9.387.279 | 4,51% | 123.859 | $728.368 | Naik ×5 | ||
| IJR | $8.500.504 | 4,08% | 57.316 | $1.197.105 | Turun ×5 | ||
| IJH | $7.701.187 | 3,70% | 99.873 | $799.301 | Turun ×5 | ||
| SPYM | $6.830.868 | 3,28% | 77.729 | $1.147.855 | Naik ×6 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $5.744.846 | 2,76% | 60.080 | $802.673 | Naik ×6 | ||
| VO | $5.101.403 | 2,45% | 63.316 | $486.021 | Naik ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $5.015.365 | 2,41% | 16.554 | $1.373.838 | Naik ×5 | ||
| RSP | $4.219.449 | 2,03% | 19.831 | $334.100 | Turun ×2 | ||
| VB | $4.023.732 | 1,93% | 13.274 | $558.953 | Naik ×1 | ||
| SDY | $3.989.002 | 1,92% | 26.212 | $323.271 | Naik ×1 | ||
| SPSM | $3.884.178 | 1,87% | 67.352 | $680.760 | Naik ×2 | ||
| RWL | $3.797.666 | 1,82% | 29.725 | $1.062.463 | Naik ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2.807.250 | 1,35% | 35.521 | $85.980 | Naik ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $2.550.776 | 1,23% | 6.838 | $80.567 | Naik ×1 | ||
| SPHQ | $2.485.769 | 1,19% | 27.589 | $361.652 | Turun ×1 | ||
| VOT | $2.468.472 | 1,19% | 8.059 | $323.202 | Turun ×4 | ||
| SPYG | $2.420.130 | 1,16% | 20.339 | $401.969 | Turun ×4 | ||
| VIG | $2.370.392 | 1,14% | 10.018 | $190.390 | Turun ×3 | ||
| LVHI | $2.251.859 | 1,08% | 55.485 | $474.788 | Naik ×5 | ||
| SPMD | $2.164.240 | 1,04% | 32.034 | $297.645 | Naik ×2 | ||
| RIGS | $2.064.696 | 0,99% | 90.591 | $-44.091 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $1.965.224 | 0,94% | 6.792 | $203.763 | Turun ×6 | ||
| SPY SPY | $1.949.816 | 0,94% | 2.611 | $257.631 | Naik ×1 | ||
| VBK | $1.894.899 | 0,91% | 5.182 | $315.169 | Turun ×4 | ||
| SPSB | $1.885.886 | 0,91% | 62.842 | $66.688 | Naik ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.880.490 | 0,90% | 14.634 | $120.147 | |||
| MDY | $1.844.407 | 0,89% | 2.622 | $211.624 | Turun ×6 | ||
| SCHF | $1.787.287 | 0,86% | 64.523 | $274.691 | Naik ×6 | ||
| ICLO | $1.565.719 | 0,75% | 61.209 | $108.734 | Naik ×3 | ||
| SLYV | $1.546.232 | 0,74% | 14.171 | $205.910 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $1.514.327 | 0,73% | 12.892 | $548.310 | Naik ×1 | ||
| VBR | $1.450.513 | 0,70% | 5.969 | $149.091 | Turun ×4 | ||
| VOO | $1.369.422 | 0,66% | 1.994 | $197.694 | Naik ×1 | ||
| JEPI | $1.241.874 | 0,60% | 21.988 | $58.676 | Naik ×4 | ||
| IEMG | $1.239.204 | 0,60% | 14.959 | $348.775 | Naik ×2 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $1.228.416 | 0,59% | 6.531 | $157.537 | Turun ×1 | ||
| SPMO | $1.138.695 | 0,55% | 7.049 | $672.542 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.103.753 | 0,53% | 4.631 | $101.558 | Turun ×1 | ||
| SPLV | $1.099.331 | 0,53% | 14.677 | $18.584 | Turun ×2 | ||
| XLU XLU | $1.046.250 | 0,50% | 23.076 | $-46.679 | Turun ×2 | ||
| DON | $1.046.247 | 0,50% | 18.511 | $74.031 | Naik ×1 | ||
| IDMO | $1.043.740 | 0,50% | 17.312 | $462.875 | Naik ×2 | ||
| SPIB | $1.031.047 | 0,50% | 30.814 | $108.207 | Naik ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1.016.696 | 0,49% | 12.301 | $-1.582 | Turun ×1 | ||
| XLK XLK | $1.006.155 | 0,48% | 5.281 | $350.812 | Naik ×5 | ||
| VYMI Vanguard International High Dividend Yield ETF | $980.566 | 0,47% | 9.985 | $100.776 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $953.313 | 0,46% | 2.912 | $111.312 | Naik ×1 | ||
| IJJ | $908.813 | 0,44% | 6.152 | $73.817 | Turun ×5 | ||
| FBCG | $880.592 | 0,42% | 14.178 | $93.561 | Turun ×3 | ||
| IDHQ | $858.583 | 0,41% | 19.643 | $224.780 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $849.759 | 0,41% | 2.405 | $188.547 | Naik ×1 | ||
| VUG | $829.011 | 0,40% | 9.624 | $119.664 | Naik ×2 | ||
| VOE | $816.075 | 0,39% | 4.130 | $37.371 | Turun ×4 | ||
| XMMO | $784.345 | 0,38% | 4.610 | $222.392 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $768.703 | 0,37% | 2.151 | $150.161 | |||
| NOBL | $755.066 | 0,36% | 13.445 | $42.292 | Naik ×1 | ||
| FALN iShares Fallen Angels USD Bond ETF | $747.878 | 0,36% | 27.455 | $99.636 | Naik ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $746.351 | 0,36% | 978 | $364.530 | |||
| SYLD | $742.277 | 0,36% | 9.386 | $-10.596 | Turun ×5 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $692.432 | 0,33% | 3.877 | $113.737 | Turun ×1 | ||
| XMHQ | $665.715 | 0,32% | 5.898 | $46.679 | Turun ×4 | ||
| VYM | $637.181 | 0,31% | 4.032 | $-10.760 | Turun ×1 | ||
| SUSA | $613.343 | 0,29% | 3.975 | $45.313 | Turun ×1 | ||
| JMST | $606.888 | 0,29% | 11.900 | $157.145 | Naik ×5 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $594.122 | 0,29% | 11.174 | $72.193 | Naik ×5 | ||
| XLV XLV | $580.358 | 0,28% | 3.658 | $34.995 | Turun ×2 | ||
| DIVI | $578.429 | 0,28% | 13.540 | $44.059 | Naik ×6 | ||
| WM Waste Management, Inc. Common Stock | $573.043 | 0,28% | 2.571 | $-17.766 | |||
| IEFA | $566.713 | 0,27% | 5.868 | $130.358 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $562.544 | 0,27% | 2.215 | $21.109 | |||
| DIVB | $531.691 | 0,26% | 8.631 | $133.844 | Naik ×1 | ||
| EFA | $520.724 | 0,25% | 5.013 | $44.971 | Naik ×3 | ||
| IJK | $519.703 | 0,25% | 4.423 | $68.322 | Turun ×4 | ||
| MDYV | $518.186 | 0,25% | 5.463 | $52.993 | |||
| SPDG | $509.202 | 0,24% | 10.990 | $32.590 | Turun ×4 | ||
| XLF XLF | $504.918 | 0,24% | 9.418 | $29.713 | Turun ×2 | ||
| RTX RTX Corporation Common Stock | $493.108 | 0,24% | 2.599 | $1.406 | Naik ×1 | ||
| CVS CVS Health Corporation Common Stock | $475.289 | 0,23% | 4.594 | $185.540 | Naik ×1 | ||
| IBM International Business Machines Corporation Common Stock | $474.682 | 0,23% | 1.688 | $67.467 | Naik ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $473.009 | 0,23% | 928 | $-88.138 | |||
| FPXI First Trust International Equity Opportunities ETF | $457.453 | 0,22% | 5.463 | $15.316 | Turun ×6 | ||
| SCHM | $454.791 | 0,22% | 12.335 | $40.608 | Turun ×6 | ||
| XLI XLI | $432.697 | 0,21% | 2.336 | $59.424 | Naik ×3 | ||
| SCHG | $425.132 | 0,20% | 12.563 | $64.998 | Naik ×1 | ||
| RWJ | $422.748 | 0,20% | 7.105 | $144.856 | Naik ×1 | ||
| IMFL | $415.514 | 0,20% | 12.100 | $38.998 | Naik ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $410.742 | 0,20% | 4.399 | $21.127 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $404.557 | 0,19% | 4.227 | $-3.424 | |||
| SLYG | $403.421 | 0,19% | 3.386 | $47.242 | Turun ×1 | ||
| GTO | $402.231 | 0,19% | 8.582 | $95.963 | Naik ×1 | ||
| SJNK | $395.461 | 0,19% | 15.799 | $-10.037 | Turun ×2 | ||
| XLB XLB | $390.324 | 0,19% | 7.679 | $-6.838 | Turun ×2 | ||
| BRKB | $387.802 | 0,19% | 775 | $24.089 | Naik ×1 | ||
| SPDW | $383.667 | 0,18% | 7.614 | $37.734 | Naik ×1 | ||
| VV | $378.301 | 0,18% | 1.100 | $19.681 | Turun ×3 | ||
| JMUB | $374.442 | 0,18% | 7.392 | $29.911 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DGRO | $9.387.279 | 4,51% | naik ×5 |
| SPYM | $6.830.868 | 3,28% | naik ×6 |
| DGRW | $5.744.846 | 2,76% | naik ×6 |
| QQQM | $5.015.365 | 2,41% | naik ×5 |
| RWL | $3.797.666 | 1,82% | naik ×3 |
| VCSH | $2.807.250 | 1,35% | naik ×6 |
| LVHI | $2.251.859 | 1,08% | naik ×5 |
| SPSB | $1.885.886 | 0,91% | naik ×6 |
| SCHF | $1.787.287 | 0,86% | naik ×6 |
| ICLO | $1.565.719 | 0,75% | naik ×3 |
| JEPI | $1.241.874 | 0,60% | naik ×4 |
| SPMO | $1.138.695 | 0,55% | naik ×3 |
| SPIB | $1.031.047 | 0,50% | naik ×6 |
| XLK | $1.006.155 | 0,48% | naik ×5 |
| IDHQ | $858.583 | 0,41% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| OMFL | $309.732 | 4.519 | 0,15% |
| CIBR | $309.354 | 3.443 | 0,15% |
| BLOK | $248.015 | 3.960 | 0,12% |
| WCBR | $241.587 | 6.670 | 0,12% |
| SCHY | $227.504 | 7.170 | 0,11% |
| IWF | $227.479 | 1.832 | 0,11% |
| TRV | $218.561 | 662 | 0,11% |
| IJS | $215.424 | 1.576 | 0,10% |
| IQLT | $212.473 | 4.288 | 0,10% |
| JMHI | $209.976 | 4.147 | 0,10% |
| IEV | $201.722 | 2.769 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Dipangkas | -345 | +$2.0M |
| QQQM | Beli lebih banyak | +1K | +$1.4M |
| IJR | Dipangkas | -1K | +$1.2M |
| IVV | Dipangkas | -365 | +$1.2M |
| SPYM | Beli lebih banyak | +3K | +$1.1M |
| RWL | Beli lebih banyak | +6K | +$1.1M |
| DGRW | Beli lebih banyak | +4K | +$803K |
| IJH | Dipangkas | -2K | +$799K |
| DGRO | Beli lebih banyak | +478 | +$728K |
| SPSM | Beli lebih banyak | +1K | +$681K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| ALNY | 31 Maret 2026 | 728 | $289.489 | -30,6% |
| KOMP | 31 Des. 2025 | 4.430 | $275.812 | Tidak lagi dilacak |
| VZ | 30 Juni 2026 | 5.462 | $274.191 | 16,8% |
| UNH | 30 Juni 2025 | 503 | $263.446 | 24,2% |
| AVGO | 31 Maret 2025 | 1.040 | $241.114 | 122,6% |
| XOM | 30 Juni 2026 | 1.416 | $240.208 | 21,7% |
| UTHR | 30 Juni 2026 | 400 | $237.192 | -2,9% |
| EFAV | 30 Juni 2026 | 2.568 | $234.645 | Tidak lagi dilacak |
| LLY | 31 Maret 2025 | 303 | $233.916 | 51,3% |
| ORCL | 31 Maret 2025 | 1.395 | $232.439 | 4,8% |
| BLOK | 31 Maret 2026 | 4.060 | $230.973 | Tidak lagi dilacak |
| CYTK | 31 Maret 2026 | 3.583 | $227.664 | 17,5% |
| RWJ | 31 Maret 2025 | 4.965 | $227.198 | Tidak lagi dilacak |
| XHE | 31 Maret 2025 | 2.475 | $219.062 | Tidak lagi dilacak |
| ITW | 31 Des. 2025 | 835 | $217.707 | 14,8% |
| IWF | 31 Maret 2026 | 458 | $216.771 | Tidak lagi dilacak |
| CIBR | 31 Maret 2026 | 2.993 | $213.850 | |
| VTV | 30 Sep. 2025 | 1.208 | $213.457 | Tidak lagi dilacak |
| PEP | 31 Maret 2025 | 1.402 | $213.124 | -4,9% |
| AVY | 30 Juni 2026 | 1.231 | $212.608 | 12,5% |
| IHF | 31 Des. 2025 | 4.265 | $210.656 | Tidak lagi dilacak |
| BSJQ | 30 Juni 2026 | 9.039 | $209.479 | |
| VHT | 30 Juni 2025 | 774 | $204.901 | Tidak lagi dilacak |
| IJS | 31 Des. 2025 | 1.849 | $204.494 | Tidak lagi dilacak |
| CYTK | 31 Maret 2025 | 4.318 | $203.119 | 92,8% |
| KVUE | 30 Juni 2025 | 8.422 | $201.960 | -9,5% |
| IEV | 31 Maret 2026 | 2.930 | $200.998 | Tidak lagi dilacak |
| SCHY | 31 Des. 2025 | 7.165 | $200.190 | Tidak lagi dilacak |