Meridian Wealth Partners, LLC
CIK 1781942 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $826.1M
- Posisi
- 125
- Per tanggal
- 30 Juni 2026
#2.769 dari 9.443 berdasarkan nilai 13F · top 29.3%
Nilai portofolio QoQ: +13.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 68,45%
- Bobot 25 kepemilikan teratas
- 91,81%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 15,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,58% Perkiraan pembelian $25.183.446 · penjualan $12.314.163
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 83,9% masih dipegang
- Posisi baru
- 14
- Meningkat
- 54
- Menurun
- 46
- Tertutup
- 7
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
3,2%
Materials
1,2%
Retail
0,6%
Financials
0,6%
Communication Services
0,5%
Healthcare
0,4%
Consumer products
0,3%
Industrials
0,3%
Consumer Discretionary
0,2%
Financial Services
0,2%
Energy
0,1%
Communications
0,1%
Consumer Staples
0,1%
Utilities
0,1%
Real Estate
0,0%
Lainnya/Tidak terpetakan
92,1%
Portofolio lengkap 125 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $104.986.990 | 12,71% | 3.567.346 | $15.235.720 | Naik ×2 | ||
| DFAC | $104.305.879 | 12,63% | 2.351.350 | $11.794.997 | Turun ×6 | ||
| AGG | $98.435.601 | 11,92% | 994.500 | $4.806.779 | Naik ×6 | ||
| DFAU | $58.656.666 | 7,10% | 1.134.778 | $8.338.113 | Naik ×2 | ||
| IVW | $37.857.200 | 4,58% | 275.265 | $7.029.972 | Naik ×4 | ||
| EFG | $35.870.231 | 4,34% | 288.300 | $4.830.717 | Naik ×5 | ||
| VLUE | $34.010.296 | 4,12% | 170.213 | $7.529.665 | Turun ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $32.111.358 | 3,89% | 336.456 | $3.276.789 | Naik ×6 | ||
| DFAX | $31.116.920 | 3,77% | 844.650 | $2.158.544 | Turun ×4 | ||
| MBB iShares MBS ETF | $28.124.927 | 3,40% | 297.555 | $1.507.201 | Naik ×6 | ||
| SCHB | $27.147.860 | 3,29% | 937.426 | $4.023.604 | Naik ×2 | ||
| QUAL | $25.234.468 | 3,05% | 115.000 | $3.482.054 | Naik ×2 | ||
| IEMG | $22.903.948 | 2,77% | 276.484 | $2.889.883 | Turun ×1 | ||
| EFV | $18.472.604 | 2,24% | 241.314 | $912.594 | Naik ×2 | ||
| MUB | $16.444.014 | 1,99% | 152.797 | $-1.773.237 | Turun ×4 | ||
| SCHO | $14.065.341 | 1,70% | 582.657 | $895.158 | Naik ×5 | ||
| IWM | $11.463.971 | 1,39% | 38.156 | $2.036.003 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $10.548.553 | 1,28% | 36.455 | $1.033.665 | Turun ×1 | ||
| PPG PPG Industries, Inc. Common Stock | $9.480.846 | 1,15% | 78.167 | $1.026.235 | Turun ×6 | ||
| SCHM | $8.512.777 | 1,03% | 230.886 | $1.297.790 | Turun ×4 | ||
| VTI | $6.914.684 | 0,84% | 18.686 | $5.022.488 | Naik ×2 | ||
| SUB | $6.558.127 | 0,79% | 61.596 | $-865.882 | Turun ×4 | ||
| DFAS | $5.822.097 | 0,70% | 70.708 | $843.708 | Naik ×6 | ||
| IVV | $5.062.078 | 0,61% | 6.759 | $587.381 | Turun ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.359.428 | 0,53% | 21.787 | $680.053 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2.777.994 | 0,34% | 7.447 | $115.483 | Naik ×2 | ||
| VOO | $2.500.201 | 0,30% | 3.640 | $369.182 | Naik ×2 | ||
| VEU | $2.452.916 | 0,30% | 29.289 | $229.531 | Turun ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.116.620 | 0,26% | 8.881 | $391.380 | Naik ×2 | ||
| VTEB | $2.081.823 | 0,25% | 41.159 | $28.101 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.848.866 | 0,22% | 5.174 | $407.758 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1.841.672 | 0,22% | 5.222 | $55.878 | Turun ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1.797.378 | 0,22% | 6.030 | $630.391 | Naik ×2 | ||
| NVR NVR, Inc. Common Stock | $1.785.111 | 0,22% | 262 | $58.575 | |||
| VXUS Vanguard Total International Stock ETF | $1.778.962 | 0,22% | 20.809 | $222.033 | Naik ×3 | ||
| ITOT | $1.565.658 | 0,19% | 9.531 | $208.157 | |||
| AVGO Broadcom Inc. - Common Stock | $1.472.587 | 0,18% | 3.898 | $297.280 | Naik ×2 | ||
| BND Vanguard Total Bond Market ETF | $1.404.994 | 0,17% | 19.139 | $-59.043 | Turun ×2 | ||
| MRBK Meridian Corporation - Common Stock | $1.339.005 | 0,16% | 66.850 | $71.738 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1.325.696 | 0,16% | 3.752 | $262.018 | Naik ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.320.408 | 0,16% | 2.273 | $706.659 | Turun ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $1.236.405 | 0,15% | 26.791 | $263.782 | Naik ×1 | ||
| SCHD | $1.140.768 | 0,14% | 35.975 | $37.330 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.045.786 | 0,13% | 1.857 | $23.770 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $964.603 | 0,12% | 836 | $727.888 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $960.652 | 0,12% | 2.284 | $210.460 | Naik ×2 | ||
| VB | $955.465 | 0,12% | 3.152 | $118.105 | Turun ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $928.308 | 0,11% | 2.836 | $96.422 | Naik ×1 | ||
| GLD | $899.584 | 0,11% | 2.442 | $-151.185 | |||
| JNJ Johnson & Johnson Common Stock | $839.626 | 0,10% | 3.306 | $30.284 | Turun ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $777.679 | 0,09% | 5.688 | $-175.060 | Naik ×2 | ||
| VGT | $752.541 | 0,09% | 6.296 | $204.164 | Naik ×4 | ||
| BRKA | $748.850 | 0,09% | 1 | $30.710 | |||
| CBU Community Financial System, Inc. Common Stock | $730.950 | 0,09% | 10.890 | $92.240 | |||
| LLY Eli Lilly and Company Common Stock | $727.656 | 0,09% | 607 | $198.174 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $706.439 | 0,09% | 2.807 | $98.698 | Naik ×2 | ||
| FULT Fulton Financial Corporation - Common Stock | $666.242 | 0,08% | 27.542 | $106.484 | Naik ×1 | ||
| VTV | $654.008 | 0,08% | 3.001 | $73.452 | Naik ×1 | ||
| VO | $623.451 | 0,08% | 7.738 | $86.137 | Naik ×1 | ||
| VIG | $615.229 | 0,07% | 2.600 | $56.533 | Naik ×3 | ||
| VXF | $590.412 | 0,07% | 2.398 | $53.685 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $581.546 | 0,07% | 790 | $50.705 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $537.872 | 0,07% | 4.749 | $-43.138 | Naik ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $537.658 | 0,07% | 9.831 | $87.914 | Turun ×4 | ||
| CL Colgate-Palmolive Company Common Stock | $534.832 | 0,06% | 5.834 | $56.719 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $517.428 | 0,06% | 716 | $270.768 | Turun ×1 | ||
| SPGI S&P Global Inc. Common Stock | $515.338 | 0,06% | 1.265 | $-103.268 | Turun ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $495.604 | 0,06% | 4.219 | $123.223 | Turun ×1 | ||
| V Visa Inc. | $492.221 | 0,06% | 1.435 | $83.088 | Naik ×1 | ||
| SCHA | $478.773 | 0,06% | 13.251 | $93.443 | |||
| VGSH Vanguard Short-Term Treasury ETF | $469.849 | 0,06% | 8.073 | $-18.609 | Turun ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $469.130 | 0,06% | 10.022 | $-16.991 | Turun ×1 | ||
| VUG | $468.258 | 0,06% | 5.436 | $72.526 | Naik ×2 | ||
| SPY SPY | $467.807 | 0,06% | 626 | $60.458 | |||
| MCD McDonald's Corporation Common Stock | $460.879 | 0,06% | 1.705 | $-92.328 | Turun ×4 | ||
| IWB | $455.037 | 0,06% | 1.111 | $58.827 | |||
| INTC Intel Corporation - Common Stock | $425.360 | 0,05% | 3.046 | Naik ×1 | |||
| RKLB Rocket Lab Corporation - Common Stock | $422.967 | 0,05% | 4.161 | $161.591 | Naik ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $421.517 | 0,05% | 827 | $-82.169 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $420.758 | 0,05% | 2.218 | $-9.152 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $418.071 | 0,05% | 393 | $144.894 | Naik ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $404.968 | 0,05% | 1.837 | $-36.325 | Turun ×1 | ||
| PM Philip Morris International Inc Common Stock | $404.033 | 0,05% | 2.233 | $45.520 | Naik ×2 | ||
| ORCL Oracle Corporation Common Stock | $386.453 | 0,05% | 2.637 | $62.222 | Naik ×2 | ||
| IWV | $368.167 | 0,04% | 863 | $37.731 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $352.839 | 0,04% | 6.192 | $45.752 | Turun ×2 | ||
| VEA | $351.975 | 0,04% | 4.940 | $29.011 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $351.752 | 0,04% | 376 | $-19.930 | Naik ×2 | ||
| BA Boeing Company (The) Common Stock | $347.363 | 0,04% | 1.605 | $-9.034 | Turun ×1 | ||
| XLK XLK | $343.865 | 0,04% | 1.805 | $103.997 | |||
| DFUS | $336.692 | 0,04% | 4.109 | $45.322 | |||
| LRCX Lam Research Corporation - Common Stock | $321.531 | 0,04% | 742 | Naik ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $320.313 | 0,04% | 771 | ||||
| MA Mastercard Incorporated Common Stock | $317.499 | 0,04% | 618 | $11.116 | Naik ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $314.705 | 0,04% | 1.278 | $47.279 | Turun ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $311.502 | 0,04% | 137 | Naik ×1 | |||
| SCHZ | $300.829 | 0,04% | 13.006 | $-12.804 | Turun ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $291.613 | 0,04% | 288 | $54.453 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $289.322 | 0,04% | 1.973 | $-4.037 | Turun ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $274.134 | 0,03% | 2.133 | $8.853 | 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 |
|---|---|---|---|
| AGG | $98.435.601 | 11,92% | naik ×6 |
| IVW | $37.857.200 | 4,58% | naik ×4 |
| EFG | $35.870.231 | 4,34% | naik ×5 |
| IXUS | $32.111.358 | 3,89% | naik ×6 |
| MBB | $28.124.927 | 3,40% | naik ×6 |
| SCHO | $14.065.341 | 1,70% | naik ×5 |
| DFAS | $5.822.097 | 0,70% | naik ×6 |
| VXUS | $1.778.962 | 0,22% | naik ×3 |
| VGT | $752.541 | 0,09% | naik ×4 |
| VIG | $615.229 | 0,07% | naik ×3 |
| DUK | $253.920 | 0,03% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| INTC | $425.360 | 3.046 | 0,05% |
| LRCX | $321.531 | 742 | 0,04% |
| UNH | $320.313 | 771 | 0,04% |
| SNDK | $311.502 | 137 | 0,04% |
| SBUX | $241.503 | 2.363 | 0,03% |
| GEV | $240.847 | 205 | 0,03% |
| KLAC | $239.559 | 794 | 0,03% |
| WDC | $231.648 | 363 | 0,03% |
| IWF | $223.010 | 1.796 | 0,03% |
| MRVL | $218.205 | 732 | 0,03% |
| MS | $212.808 | 1.018 | 0,03% |
| TRV | $207.976 | 630 | 0,03% |
| PANW | $206.732 | 606 | 0,03% |
| ADI | $206.399 | 520 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHX | Beli lebih banyak | +67K | +$15.2M |
| DFAC | Dipangkas | -29K | +$11.8M |
| DFAU | Beli lebih banyak | +20K | +$8.3M |
| VLUE | Dipangkas | -16K | +$7.5M |
| IVW | Beli lebih banyak | +3K | +$7.0M |
| VTI | Beli lebih banyak | +13K | +$5.0M |
| EFG | Beli lebih banyak | +10K | +$4.8M |
| AGG | Beli lebih banyak | +51K | +$4.8M |
| SCHB | Beli lebih banyak | +16K | +$4.0M |
| QUAL | Beli lebih banyak | +2K | +$3.5M |
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 |
|---|---|---|---|---|
| CNTA | 30 Juni 2026 | 18.101 | $718.972 | Tidak lagi dilacak |
| STBA | 30 Sep. 2025 | 14.252 | $539.011 | 32,6% |
| UNH | 30 Juni 2025 | 789 | $413.065 | 25,8% |
| VGVT | 31 Des. 2025 | 5.141 | $392.651 | Tidak lagi dilacak |
| MS | 31 Maret 2025 | 2.949 | $370.756 | 83,3% |
| TSM | 30 Sep. 2025 | 1.584 | $358.761 | 47,8% |
| SCHR | 31 Des. 2025 | 13.329 | $334.961 | Tidak lagi dilacak |
| GEV | 30 Sep. 2025 | 597 | $315.903 | 58,0% |
| BINC | 31 Des. 2025 | 5.404 | $287.715 | Tidak lagi dilacak |
| CRM | 31 Maret 2025 | 834 | $278.943 | -23,4% |
| UNH | 31 Maret 2026 | 781 | $257.707 | 45,0% |
| AIRR | 30 Juni 2026 | 2.280 | $252.579 | |
| APP | 31 Maret 2026 | 370 | $249.314 | -20,5% |
| NOW | 31 Maret 2025 | 223 | $236.072 | -18,6% |
| NOW | 30 Sep. 2025 | 229 | $235.106 | -29,6% |
| WFC | 31 Maret 2026 | 2.501 | $233.063 | 7,0% |
| DIS | 31 Maret 2025 | 2.073 | $230.850 | 9,5% |
| ABT | 31 Maret 2026 | 1.833 | $229.699 | 11,9% |
| VGIT | 31 Des. 2025 | 3.801 | $228.175 | |
| IYW | 30 Sep. 2025 | 1.310 | $226.984 | Tidak lagi dilacak |
| CMCSA | 30 Juni 2026 | 7.713 | $221.446 | 8,5% |
| CVX | 30 Juni 2025 | 1.306 | $218.537 | 45,2% |
| PLTR | 30 Juni 2026 | 1.492 | $218.251 | 49,7% |
| AXP | 31 Maret 2026 | 584 | $215.931 | 10,6% |
| ADP | 31 Maret 2026 | 837 | $215.300 | 37,5% |
| DIS | 30 Sep. 2025 | 1.727 | $214.206 | -5,7% |
| TMO | 30 Juni 2025 | 430 | $213.969 | 52,8% |
| MS | 31 Maret 2026 | 1.203 | $213.600 | 29,9% |
| MRK | 30 Juni 2025 | 2.374 | $213.121 | 90,0% |
| IWF | 31 Maret 2026 | 449 | $212.512 | Tidak lagi dilacak |
| WM | 30 Juni 2026 | 916 | $210.565 | 1,2% |
| XLK | 31 Maret 2025 | 904 | $210.169 | Tidak lagi dilacak |
| GILD | 30 Juni 2026 | 1.506 | $209.892 | 15,1% |
| NEE | 30 Juni 2026 | 2.249 | $208.916 | -2,3% |
| LIN | 31 Des. 2025 | 439 | $208.684 | 14,3% |
| PEG | 31 Maret 2025 | 2.436 | $205.843 | -8,5% |
| NJR | 30 Juni 2025 | 4.143 | $203.257 | 23,6% |
| PEP | 31 Maret 2025 | 1.315 | $200.011 | -5,2% |