Meridian Financial Partners LLC
CIK 1763722 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $293.3M
- Posisi
- 119
- Per tanggal
- 30 Juni 2026
#5.244 dari 9.443 berdasarkan nilai 13F · top 55.5%
Nilai portofolio QoQ: +11.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 51,76%
- Bobot 25 kepemilikan teratas
- 73,14%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 25,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,7% Perkiraan pembelian $12.571.622 · penjualan $10.293.615
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,2% masih dipegang
- Posisi baru
- 7
- Meningkat
- 40
- Menurun
- 56
- Tertutup
- 9
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
13,5%
Financials
4,5%
Communication Services
3,3%
Healthcare
2,9%
Industrials
2,8%
Energy
2,6%
Retail
2,3%
Financial Services
1,7%
Utilities
1,6%
Real Estate
0,9%
Consumer products
0,8%
Consumer Discretionary
0,8%
Telecommunication
0,8%
Consumer Staples
0,5%
Materials
0,5%
Communications
0,2%
Lainnya/Tidak terpetakan
60,2%
Portofolio lengkap 119 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $30.547.064 | 10,41% | 44.262 | $3.902.439 | Naik ×2 | ||
| JMEE | $26.600.188 | 9,07% | 347.624 | $3.657.238 | Naik ×5 | ||
| DGRO | $24.628.533 | 8,40% | 317.378 | $1.988.087 | Turun ×3 | ||
| IVLU | $15.581.332 | 5,31% | 368.005 | $1.321.251 | Naik ×4 | ||
| IWY | $12.520.146 | 4,27% | 43.243 | $2.030.189 | Naik ×6 | ||
| IDEQ | $11.069.925 | 3,77% | 319.202 | $3.201.531 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $10.263.833 | 3,50% | 31.340 | $865.541 | Turun ×1 | ||
| IVV | $8.804.908 | 3,00% | 11.610 | $1.033.203 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $6.002.564 | 2,05% | 11.344 | $3.427.499 | Turun ×1 | ||
| VABK Virginia National Bankshares Corporation - Common Stock | $5.808.714 | 1,98% | 127.161 | $490.908 | Turun ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5.535.100 | 1,89% | 14.923 | $813.427 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $5.450.092 | 1,86% | 13.776 | $177.889 | Turun ×1 | ||
| JPST | $5.405.600 | 1,84% | 107.084 | $-245.989 | Turun ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.078.129 | 1,73% | 23.897 | $702.387 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.930.416 | 1,68% | 19.338 | $705.893 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4.742.309 | 1,62% | 32.816 | $-662.408 | Turun ×1 | ||
| BIV | $4.201.158 | 1,43% | 55.184 | $93.944 | Naik ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $3.834.343 | 1,31% | 18.544 | $1.534.511 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.539.578 | 1,21% | 9.561 | $636.743 | Naik ×2 | ||
| DLN | $3.532.179 | 1,20% | 36.050 | $188.219 | Turun ×2 | ||
| V Visa Inc. | $3.519.539 | 1,20% | 9.910 | $444.356 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3.479.160 | 1,19% | 10.029 | $667.243 | Naik ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $3.376.713 | 1,15% | 34.905 | $168.949 | Turun ×6 | ||
| IWV | $3.096.121 | 1,06% | 7.209 | $353.636 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2.991.177 | 1,02% | 7.586 | $460.877 | Naik ×2 | ||
| IWR | $2.808.055 | 0,96% | 25.642 | $279.754 | |||
| CVX Chevron Corporation Common Stock | $2.543.487 | 0,87% | 14.006 | $-351.230 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2.443.052 | 0,83% | 5.824 | $431.908 | |||
| NEE NextEra Energy, Inc. Common Stock | $2.085.831 | 0,71% | 23.410 | $-193.128 | Turun ×1 | ||
| PFXF | $1.963.943 | 0,67% | 110.458 | $68.207 | Naik ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $1.942.762 | 0,66% | 13.122 | $40.314 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1.799.921 | 0,61% | 4.563 | $239.996 | Naik ×5 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1.726.461 | 0,59% | 13.885 | $-134.706 | Turun ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1.688.018 | 0,58% | 13.656 | $3.784 | Turun ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1.664.703 | 0,57% | 5.804 | $-420.711 | Turun ×3 | ||
| RITM Rithm Capital Corp. Common Stock | $1.651.517 | 0,56% | 178.929 | $739.566 | Naik ×6 | ||
| USB U.S. Bancorp Common Stock | $1.650.017 | 0,56% | 26.187 | $255.549 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.638.221 | 0,56% | 6.632 | $38.267 | Turun ×4 | ||
| IQLT | $1.605.069 | 0,55% | 32.406 | $89.394 | Turun ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $1.580.333 | 0,54% | 28.495 | $1.378.550 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1.513.234 | 0,52% | 5.248 | $196.640 | Turun ×1 | ||
| COF Capital One Financial Corporation Common Stock | $1.512.572 | 0,52% | 7.241 | $202.495 | Naik ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $1.489.624 | 0,51% | 18.067 | $71.397 | Turun ×1 | ||
| LH Labcorp Holdings Inc. Common Stock | $1.473.886 | 0,50% | 5.419 | $-31.784 | Turun ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1.394.486 | 0,48% | 32.559 | $-184.303 | Naik ×2 | ||
| LIN Linde plc - Ordinary Shares | $1.366.611 | 0,47% | 2.658 | $54.958 | Naik ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $1.328.824 | 0,45% | 2.048 | $-2.322 | Turun ×6 | ||
| VTI | $1.302.725 | 0,44% | 3.498 | $318.950 | Naik ×4 | ||
| LLY Eli Lilly and Company Common Stock | $1.288.502 | 0,44% | 1.114 | $242.875 | Turun ×3 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1.274.408 | 0,43% | 76.587 | $-30.324 | Turun ×1 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1.264.882 | 0,43% | 68.041 | $-2.879 | Naik ×2 | ||
| JMSB John Marshall Bancorp, Inc. - Common Stock | $1.264.161 | 0,43% | 57.619 | $82.395 | |||
| QUAL | $1.241.654 | 0,42% | 5.627 | $161.184 | Naik ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $1.180.029 | 0,40% | 5.208 | $143.120 | Turun ×2 | ||
| ORCL Oracle Corporation Common Stock | $1.005.591 | 0,34% | 7.590 | $-137.836 | Turun ×1 | ||
| D Dominion Energy, Inc. Common Stock | $1.004.761 | 0,34% | 14.158 | $145.373 | Naik ×1 | ||
| DHR Danaher Corporation Common Stock | $919.624 | 0,31% | 4.580 | $18.624 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $912.007 | 0,31% | 997 | $21.314 | Turun ×1 | ||
| FPE | $908.665 | 0,31% | 50.622 | $24.154 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $854.893 | 0,29% | 1.211 | $167.420 | Naik ×1 | ||
| VSGX | $813.185 | 0,28% | 10.022 | $101.922 | Naik ×6 | ||
| PFE Pfizer, Inc. Common Stock | $810.165 | 0,28% | 32.642 | $-97.034 | Turun ×1 | ||
| ROP Roper Technologies, Inc. - Common Stock | $784.182 | 0,27% | 2.250 | $-13.524 | Naik ×6 | ||
| CRM Salesforce, Inc. Common Stock | $776.550 | 0,26% | 4.650 | $-142.275 | Turun ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $774.120 | 0,26% | 4.669 | $140.711 | Naik ×3 | ||
| HST Host Hotels & Resorts, Inc. - Common Stock | $770.787 | 0,26% | 32.386 | $-679.758 | Turun ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $721.881 | 0,25% | 35.395 | $-16.528 | Turun ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $713.550 | 0,24% | 12.041 | $-748.814 | Turun ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $705.657 | 0,24% | 30.041 | $-117.631 | Naik ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $688.753 | 0,23% | 3.671 | $-59.061 | Turun ×1 | ||
| JEPI | $687.578 | 0,23% | 12.067 | $-359.625 | Turun ×1 | ||
| BRKB | $673.923 | 0,23% | 1.380 | $41.423 | Naik ×3 | ||
| EFA | $639.935 | 0,22% | 6.115 | $38.525 | |||
| VB | $633.819 | 0,22% | 2.134 | $31.020 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $569.369 | 0,19% | 5.094 | $150.308 | Turun ×1 | ||
| DOL | $531.388 | 0,18% | 7.145 | $-4.908 | Turun ×1 | ||
| VPU | $516.241 | 0,18% | 2.639 | $-44.903 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $509.311 | 0,17% | 4.526 | $-159.729 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $494.153 | 0,17% | 539 | $-52.119 | |||
| IJH | $489.175 | 0,17% | 6.468 | $45.794 | |||
| VUG | $482.750 | 0,16% | 5.501 | $74.837 | Naik ×1 | ||
| FYLD | $482.157 | 0,16% | 12.665 | $5.605 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $468.356 | 0,16% | 1.372 | $-69.612 | Turun ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $457.449 | 0,16% | 1.108 | $140.607 | Naik ×1 | ||
| VTV | $454.337 | 0,15% | 2.089 | $5.435 | Turun ×1 | ||
| ESGV | $452.250 | 0,15% | 3.375 | $91.656 | Naik ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $433.618 | 0,15% | 2.372 | $56.411 | Naik ×5 | ||
| INTC Intel Corporation - Common Stock | $414.826 | 0,14% | 4.028 | $125.682 | Turun ×1 | ||
| OKE ONEOK, Inc. Common Stock | $397.930 | 0,14% | 4.371 | $-11.574 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $386.914 | 0,13% | 1.585 | $59.818 | |||
| IBM International Business Machines Corporation Common Stock | $367.910 | 0,13% | 1.742 | $-37.681 | Naik ×1 | ||
| AKRE | $357.782 | 0,12% | 6.464 | $17.258 | |||
| DGS | $351.395 | 0,12% | 5.519 | $-5.492 | Turun ×1 | ||
| TFC Truist Financial Corporation Common Stock | $346.738 | 0,12% | 6.567 | $32.638 | |||
| SPLV | $340.921 | 0,12% | 4.431 | $60.117 | Naik ×2 | ||
| BRNY Burney U.S. Factor Rotation ETF | $339.007 | 0,12% | 5.789 | $51.185 | |||
| LMT Lockheed Martin Corporation Common Stock | $330.798 | 0,11% | 643 | $29.502 | Naik ×1 | ||
| IWN | $319.985 | 0,11% | 1.446 | $35.405 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $296.987 | 0,10% | 4.822 | $60.621 | Naik ×2 | ||
| WM Waste Management, Inc. Common Stock | $279.593 | 0,10% | 1.201 | $-612 | |||
| 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 |
|---|---|---|---|
| JMEE | $26.600.188 | 9,07% | naik ×5 |
| IVLU | $15.581.332 | 5,31% | naik ×4 |
| IWY | $12.520.146 | 4,27% | naik ×6 |
| BIV | $4.201.158 | 1,43% | naik ×6 |
| PFXF | $1.963.943 | 0,67% | naik ×6 |
| TSLA | $1.799.921 | 0,61% | naik ×5 |
| RITM | $1.651.517 | 0,56% | naik ×6 |
| COF | $1.512.572 | 0,52% | naik ×6 |
| VTI | $1.302.725 | 0,44% | naik ×4 |
| VSGX | $813.185 | 0,28% | naik ×6 |
| ROP | $784.182 | 0,27% | naik ×6 |
| ESGU | $774.120 | 0,26% | naik ×3 |
| BRKB | $673.923 | 0,23% | naik ×3 |
| BKNG | $433.618 | 0,15% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VOO | Beli lebih banyak | +297 | +$3.9M |
| JMEE | Beli lebih banyak | +10K | +$3.7M |
| AMD | Dipangkas | -280 | +$3.4M |
| IDEQ | Beli lebih banyak | +74K | +$3.2M |
| IWY | Beli lebih banyak | +2K | +$2.0M |
| DGRO | Dipangkas | -3K | +$2.0M |
| CRWD | Beli lebih banyak | +13K | +$1.5M |
| IVLU | Beli lebih banyak | +13K | +$1.3M |
| IVV | Dipangkas | -123 | +$1.0M |
| AAPL | Dipangkas | -6K | +$866K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
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 |
|---|---|---|---|---|
| FLOT | 31 Maret 2026 | 15.539 | $792.334 | Tidak lagi dilacak |
| HON | 30 Juni 2026 | 1.258 | $281.591 | -1,9% |
| ACWI | 30 Juni 2026 | 1.913 | $268.203 | |
| GBTC | 31 Des. 2025 | 2.737 | $264.887 | Tidak lagi dilacak |
| BND | 31 Des. 2025 | 3.543 | $263.174 | |
| TT | 30 Juni 2026 | 609 | $262.997 | -7,4% |
| UNH | 31 Maret 2026 | 700 | $243.425 | 43,1% |
| COP | 30 Juni 2026 | 1.845 | $243.116 | 30,3% |
| TLT | 31 Des. 2025 | 2.661 | $237.494 | |
| BNDX | 31 Maret 2026 | 4.827 | $233.772 | |
| PM | 30 Juni 2026 | 1.420 | $223.636 | 4,9% |
| PEP | 30 Juni 2026 | 1.407 | $215.566 | 5,3% |
| MDLZ | 31 Des. 2025 | 3.417 | $210.666 | 19,1% |
| SUSL | 31 Maret 2026 | 1.669 | $204.622 | |
| ALB | 30 Juni 2026 | 1.167 | $202.510 | 5,3% |
| MDLZ | 30 Juni 2026 | 3.496 | $201.031 | 10,9% |
| TNGY | 30 Juni 2026 | 12.373 | $127.689 | 14,8% |
| ON | 31 Maret 2025 | 10.518 | $663 | 84,6% |
| F | 31 Maret 2025 | 60.781 | $602 | 43,1% |
| AZPN | 31 Maret 2025 | 1.764 | $440 | Tidak lagi dilacak |
| CACI | 30 Juni 2025 | 878 | $322 | 35,5% |
| PEP | 30 Juni 2025 | 1.513 | $227 | 8,0% |
| LDOS | 30 Juni 2025 | 1.658 | $224 | -10,0% |
| BMY | 30 Juni 2025 | 3.465 | $211 | 42,7% |
| DHR | 31 Maret 2025 | 904 | $208 | 4,4% |
| IWN | 31 Maret 2025 | 1.246 | $205 | Tidak lagi dilacak |