Meridian Wealth Advisors, LLC
CIK 1768095 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $880.0M
- Posisi
- 211
- Per tanggal
- 30 Juni 2026
#2.657 dari 9.443 berdasarkan nilai 13F · top 28.1%
Nilai portofolio QoQ: +16.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 40,36%
- Bobot 25 kepemilikan teratas
- 64,54%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 35,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,0% Perkiraan pembelian $107.219.641 · penjualan $24.516.739
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 84,1% masih dipegang
- Posisi baru
- 26
- Meningkat
- 110
- Menurun
- 37
- Tertutup
- 17
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
14,3%
Energy
8,0%
Retail
5,3%
Industrials
4,2%
Healthcare
4,0%
Financials
3,9%
Communication Services
3,8%
Financial Services
2,8%
Communications
1,0%
Consumer Staples
0,6%
Consumer Discretionary
0,6%
Materials
0,5%
Real Estate
0,5%
N/A
0,2%
Consumer products
0,1%
Telecommunication
0,1%
Logistics & Transportation
0,0%
Utilities
0,0%
Lainnya/Tidak terpetakan
50,1%
Portofolio lengkap 211 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $94.652.895 | 10,76% | 126.391 | $14.841.656 | Naik ×4 | ||
| IAU | $48.431.585 | 5,50% | 641.393 | $-3.146.108 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $44.081.361 | 5,01% | 322.421 | $-10.578.392 | Naik ×5 | ||
| VO | $28.195.259 | 3,20% | 349.947 | $5.636.662 | Naik ×6 | ||
| AAPL Apple Inc. - Common Stock | $27.201.336 | 3,09% | 94.005 | $3.477.210 | Naik ×1 | ||
| USMV | $24.598.592 | 2,80% | 255.013 | $2.640.074 | Naik ×6 | ||
| SPY SPY | $23.887.367 | 2,71% | 31.988 | $3.492.921 | Naik ×2 | ||
| CGDV | $23.482.068 | 2,67% | 476.503 | $23.126.008 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $21.986.180 | 2,50% | 58.941 | $836.615 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $18.629.503 | 2,12% | 52.129 | $3.615.828 | Turun ×3 | ||
| VEA | $18.497.335 | 2,10% | 259.612 | $4.546.758 | Naik ×6 | ||
| VOO | $17.795.588 | 2,02% | 25.910 | $1.797.966 | Turun ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $17.603.933 | 2,00% | 53.780 | $2.284.246 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17.496.619 | 1,99% | 87.444 | $2.779.675 | Naik ×2 | ||
| OEF | $16.345.444 | 1,86% | 44.676 | $1.531.112 | Turun ×1 | ||
| AVDE | $16.250.822 | 1,85% | 182.184 | $2.437.966 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $15.665.983 | 1,78% | 26.968 | $10.280.580 | Naik ×1 | ||
| VIG | $14.792.670 | 1,68% | 62.517 | $1.562.142 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13.922.155 | 1,58% | 58.413 | $2.383.580 | Naik ×2 | ||
| AESI Atlas Energy Solutions Inc. Common Stock | $13.110.256 | 1,49% | 789.299 | $594.329 | Turun ×6 | ||
| PTLC | $11.881.895 | 1,35% | 203.946 | $1.182.887 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $10.904.000 | 1,24% | 25.589 | $1.933.538 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $9.902.444 | 1,13% | 10.586 | $-421.950 | Naik ×1 | ||
| IWF | $9.417.664 | 1,07% | 75.845 | $1.328.571 | Naik ×4 | ||
| SDY | $9.236.531 | 1,05% | 60.695 | $748.908 | Naik ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $8.441.431 | 0,96% | 22.347 | $2.044.623 | Naik ×2 | ||
| MDY | $8.254.091 | 0,94% | 11.736 | $910.657 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $7.622.656 | 0,87% | 67.302 | $-212.479 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $7.561.335 | 0,86% | 6.304 | $1.832.523 | Naik ×1 | ||
| V Visa Inc. | $7.326.687 | 0,83% | 21.355 | $1.024.045 | Naik ×1 | ||
| TCBX Third Coast Bancshares, Inc. - Common Stock | $7.290.948 | 0,83% | 180.469 | $73.287 | Turun ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7.181.541 | 0,82% | 21.059 | $3.902.035 | Naik ×4 | ||
| XLK XLK | $6.771.500 | 0,77% | 35.542 | $2.172.970 | Naik ×1 | ||
| BRKB | $6.635.672 | 0,75% | 13.261 | $294.418 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $6.434.397 | 0,73% | 18.244 | $642.131 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $6.392.127 | 0,73% | 18.091 | $1.285.286 | Naik ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $6.364.180 | 0,72% | 24.892 | $398.973 | Naik ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $6.185.406 | 0,70% | 25.996 | $942.129 | Naik ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $5.858.306 | 0,67% | 63.615 | $128.255 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5.836.681 | 0,66% | 8.073 | $3.166.959 | Naik ×2 | ||
| IVW | $5.768.684 | 0,66% | 41.945 | $1.026.664 | Naik ×6 | ||
| SPGI S&P Global Inc. Common Stock | $5.695.249 | 0,65% | 13.984 | $-112.791 | Naik ×2 | ||
| DIVO | $5.615.547 | 0,64% | 122.878 | $887.386 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5.313.357 | 0,60% | 9.433 | $218.225 | Naik ×1 | ||
| MCK McKesson Corporation Common Stock | $5.056.128 | 0,57% | 6.692 | $-482.472 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4.798.164 | 0,55% | 40.849 | $1.743.310 | Naik ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4.688.221 | 0,53% | 9.351 | $4.051.198 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $4.686.683 | 0,53% | 22.420 | $1.108.053 | Naik ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $4.628.868 | 0,53% | 16.471 | $1.474.255 | Naik ×1 | ||
| TT Trane Technologies plc | $4.268.295 | 0,49% | 8.690 | $650.739 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3.857.833 | 0,44% | 47.469 | $271.024 | Naik ×4 | ||
| GE GE Aerospace Common Stock | $3.798.623 | 0,43% | 10.164 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $3.699.550 | 0,42% | 13.156 | $466.888 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $3.554.981 | 0,40% | 34.788 | $556.312 | Naik ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $3.513.665 | 0,40% | 11.985 | $222.648 | Naik ×2 | ||
| IJH | $3.433.525 | 0,39% | 44.528 | $565.203 | Naik ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $3.366.305 | 0,38% | 8.476 | $1.835.122 | Naik ×2 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $3.361.706 | 0,38% | 26.615 | $767.454 | Naik ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $3.322.174 | 0,38% | 19.556 | ||||
| MRK Merck & Company, Inc. Common Stock (new) | $3.302.112 | 0,38% | 25.697 | $210.795 | Turun ×3 | ||
| CMI Cummins Inc. Common Stock | $3.266.502 | 0,37% | 4.580 | Naik ×1 | |||
| UNP Union Pacific Corporation Common Stock | $3.119.490 | 0,35% | 11.469 | $328.513 | Turun ×3 | ||
| AMGN Amgen Inc. - Common Stock | $3.032.730 | 0,34% | 8.375 | $89.902 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2.813.046 | 0,32% | 11.076 | $116.779 | Naik ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $2.743.045 | 0,31% | 38.418 | $-668.934 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2.671.074 | 0,30% | 3.627 | $428.034 | Turun ×1 | ||
| RSP | $2.656.646 | 0,30% | 12.486 | $260.333 | |||
| UBER Uber Technologies, Inc. Common Stock | $2.583.328 | 0,29% | 35.800 | $156.841 | Naik ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2.189.937 | 0,25% | 5.269 | $812.233 | Naik ×1 | ||
| IYW | $2.030.704 | 0,23% | 8.051 | $565.556 | Turun ×1 | ||
| VTI | $2.029.196 | 0,23% | 5.484 | $283.033 | Naik ×4 | ||
| VTWO Vanguard Russell 2000 ETF | $2.017.196 | 0,23% | 16.613 | $353.034 | |||
| GLD | $1.985.937 | 0,23% | 5.391 | $-443.480 | Turun ×1 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $1.866.418 | 0,21% | 15.789 | Naik ×1 | |||
| CSQ Calamos Strategic Total Return Fund - Closed End Fund | $1.762.444 | 0,20% | 85.722 | $294.883 | |||
| IWM | $1.721.953 | 0,20% | 5.731 | $564.127 | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $1.587.010 | 0,18% | 5.260 | $813.995 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1.543.357 | 0,18% | 3.232 | $473.537 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $1.524.843 | 0,17% | 9.199 | $-370.280 | Naik ×2 | ||
| INFL | $1.517.031 | 0,17% | 30.414 | $168.781 | Naik ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1.514.373 | 0,17% | 6.868 | $-83.043 | Naik ×3 | ||
| MA Mastercard Incorporated Common Stock | $1.487.968 | 0,17% | 2.897 | $69.433 | Naik ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $1.486.868 | 0,17% | 40.448 | $-43.684 | |||
| RJF Raymond James Financial, Inc. Common Stock | $1.426.497 | 0,16% | 9.383 | $39.554 | Turun ×1 | ||
| VHT | $1.420.826 | 0,16% | 4.752 | $58.942 | Turun ×1 | ||
| ET Energy Transfer LP Common Units | $1.316.961 | 0,15% | 68.879 | $-2.481 | Naik ×1 | ||
| SPMD | $1.307.278 | 0,15% | 19.350 | $165.042 | Naik ×1 | ||
| IWB | $1.306.305 | 0,15% | 3.190 | $168.879 | |||
| PTMC | $1.298.278 | 0,15% | 31.037 | $163.255 | |||
| CAT Caterpillar, Inc. Common Stock | $1.231.904 | 0,14% | 1.157 | $465.673 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1.200.490 | 0,14% | 1.040 | $802.852 | Turun ×1 | ||
| CI The Cigna Group Common Stock | $1.194.443 | 0,14% | 4.333 | Naik ×1 | |||
| MCD McDonald's Corporation Common Stock | $1.137.374 | 0,13% | 4.208 | $-156.274 | Naik ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.091.696 | 0,12% | 8.063 | $-144.693 | Naik ×2 | ||
| VGT | $1.080.869 | 0,12% | 9.043 | $839.160 | Naik ×1 | ||
| CB Chubb Limited Common Stock | $1.055.731 | 0,12% | 3.098 | $40.118 | Turun ×6 | ||
| VUG | $1.041.949 | 0,12% | 12.096 | $161.380 | Naik ×1 | ||
| RTX RTX Corporation Common Stock | $1.036.703 | 0,12% | 5.464 | $8.021 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.025.860 | 0,12% | 1.014 | $153.770 | Turun ×3 | ||
| PFE Pfizer, Inc. Common Stock | $1.024.949 | 0,12% | 42.564 | $-228.626 | Turun ×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 |
|---|---|---|---|
| IVV | $94.652.895 | 10,76% | naik ×4 |
| XOM | $44.081.361 | 5,01% | naik ×5 |
| VO | $28.195.259 | 3,20% | naik ×6 |
| USMV | $24.598.592 | 2,80% | naik ×6 |
| VEA | $18.497.335 | 2,10% | naik ×6 |
| IWF | $9.417.664 | 1,07% | naik ×4 |
| SDY | $9.236.531 | 1,05% | naik ×5 |
| PANW | $7.181.541 | 0,82% | naik ×4 |
| IVW | $5.768.684 | 0,66% | naik ×6 |
| DIVO | $5.615.547 | 0,64% | naik ×3 |
| KO | $3.857.833 | 0,44% | naik ×4 |
| IJH | $3.433.525 | 0,39% | naik ×3 |
| JNJ | $2.813.046 | 0,32% | naik ×4 |
| VTI | $2.029.196 | 0,23% | naik ×4 |
| LOW | $1.514.373 | 0,17% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| GE | $3.798.623 | 10.164 | 0,43% |
| ANET | $3.322.174 | 19.556 | 0,38% |
| CMI | $3.266.502 | 4.580 | 0,37% |
| AKAM | $1.866.418 | 15.789 | 0,21% |
| CI | $1.194.443 | 4.333 | 0,14% |
| Penerbit tidak dikenal (CUSIP: 438516205) | $641.362 | 2.865 | 0,07% |
| Penerbit tidak dikenal (CUSIP: 43849R105) | $632.068 | 2.859 | 0,07% |
| CGUS | $484.387 | 10.890 | 0,06% |
| INFQ | $461.844 | 34.673 | 0,05% |
| VNOM | $328.430 | 7.746 | 0,04% |
| PM | $327.335 | 1.809 | 0,04% |
| INTC | $326.315 | 2.337 | 0,04% |
| COHR | $317.548 | 805 | 0,04% |
| DIA | $310.822 | 595 | 0,04% |
| IEMG | $308.981 | 3.730 | 0,04% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Beli lebih banyak | +4K | +$14.8M |
| XOM | Beli lebih banyak | +249 | -$10.6M |
| AMD | Beli lebih banyak | +495 | +$10.3M |
| VO | Beli lebih banyak | +271K | +$5.6M |
| VEA | Beli lebih banyak | +42K | +$4.5M |
| PANW | Beli lebih banyak | +603 | +$3.9M |
| GOOGL | Dipangkas | -82 | +$3.6M |
| SPY | Beli lebih banyak | +628 | +$3.5M |
| AAPL | Beli lebih banyak | +526 | +$3.5M |
| AMAT | Beli lebih banyak | +262 | +$3.2M |
3 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 |
|---|---|---|---|---|
| HON | 30 Juni 2026 | 19.766 | $4.467.737 | -1,9% |
| FISV | 31 Des. 2025 | 27.864 | $3.592.506 | -23,3% |
| STE | 31 Maret 2025 | 13.611 | $2.797.818 | 4,3% |
| MDT | 30 Juni 2026 | 27.248 | $2.361.039 | 17,7% |
| CMG | 31 Des. 2025 | 56.718 | $2.222.778 | -3,0% |
| SNOW | 30 Juni 2026 | 14.656 | $2.210.418 | 24,1% |
| DOV | 30 Juni 2026 | 10.139 | $2.113.502 | -10,1% |
| ANET | 31 Maret 2026 | 14.919 | $1.954.837 | 53,4% |
| VNOM | 31 Maret 2026 | 9.258 | $357.637 | -4,3% |
| NOW | 31 Maret 2026 | 2.230 | $341.614 | 24,0% |
| DVN | 30 Juni 2025 | 9.118 | $341.026 | 54,4% |
| AKRE | 30 Juni 2026 | 5.931 | $313.453 | Tidak lagi dilacak |
| EXE | 30 Juni 2026 | 2.850 | $312.873 | 4,5% |
| STR | 30 Sep. 2025 | 17.011 | $312.662 | Tidak lagi dilacak |
| DIS | 31 Maret 2026 | 2.626 | $298.760 | 11,2% |
| ARCC | 30 Sep. 2025 | 13.500 | $296.460 | -2,9% |
| PEG | 31 Maret 2025 | 3.345 | $282.619 | -9,8% |
| ZTS | 30 Juni 2026 | 2.326 | $274.956 | 6,6% |
| BSJP | 31 Des. 2025 | 11.902 | $274.460 | Tidak lagi dilacak |
| SNDA | 30 Juni 2026 | 8.501 | $274.157 | -4,0% |
| LBRT | 31 Maret 2026 | 14.800 | $273.208 | -33,1% |
| PSX | 31 Des. 2025 | 1.957 | $266.214 | 88,4% |
| SPHD | 31 Des. 2025 | 5.250 | $259.612 | Tidak lagi dilacak |
| NKE | 30 Juni 2026 | 4.849 | $256.145 | -1,2% |
| UPS | 31 Maret 2025 | 2.029 | $255.857 | -6,1% |
| ACN | 30 Juni 2026 | 1.277 | $253.133 | 46,7% |
| UBER | 31 Des. 2025 | 2.550 | $249.824 | -4,3% |
| XYZ | 31 Maret 2025 | 2.864 | $243.411 | 47,4% |
| VGT | 31 Maret 2025 | 378 | $235.306 | Tidak lagi dilacak |
| FIS | 31 Maret 2025 | 2.871 | $231.877 | -45,4% |
| GD | 31 Des. 2025 | 672 | $229.292 | 15,3% |
| SLV | 30 Juni 2026 | 3.300 | $224.862 | Tidak lagi dilacak |
| PRK | 31 Maret 2025 | 1.310 | $224.573 | Tidak lagi dilacak |
| EMR | 31 Maret 2025 | 1.798 | $222.783 | 42,3% |
| MDT | 31 Des. 2025 | 2.330 | $221.909 | -4,1% |
| VZ | 30 Juni 2026 | 4.375 | $219.634 | 16,8% |
| CMCSA | 31 Des. 2025 | 6.979 | $219.280 | -5,5% |
| MPWR | 31 Des. 2025 | 233 | $214.509 | 45,2% |
| FANG | 30 Juni 2025 | 1.337 | $213.760 | 54,0% |
| CEG | 30 Juni 2026 | 764 | $213.358 | 9,8% |
| PRK | 31 Des. 2025 | 1.310 | $212.914 | Tidak lagi dilacak |
| ADBE | 30 Juni 2026 | 875 | $212.695 | 33,1% |
| IBIT | 30 Juni 2026 | 5.534 | $212.616 | |
| COR | 30 Juni 2026 | 674 | $211.860 | 12,0% |
| CRWD | 31 Maret 2026 | 448 | $210.004 | -52,0% |
| AMAT | 31 Maret 2025 | 1.290 | $209.793 | 240,5% |
| VNOMXXXX | 31 Maret 2025 | 4.260 | $209.056 | Tidak lagi dilacak |
| XYZ | 31 Des. 2025 | 2.864 | $206.981 | 23,0% |
| KMB | 31 Des. 2025 | 1.643 | $204.291 | 7,5% |
| NOC | 30 Juni 2026 | 296 | $201.943 | 9,8% |
| EOG | 30 Juni 2025 | 1.562 | $200.312 | 27,7% |
| AMT | 30 Sep. 2025 | 906 | $200.260 | -8,1% |
| IVZ | 31 Maret 2025 | 10.798 | $188.749 | 112,2% |
| PUMP | 31 Maret 2026 | 10.000 | $95.100 | -21,2% |
| NAKA | 31 Maret 2026 | 11.000 | $3.862 | 3184,6% |