Meridian Financial Partners LLC
CIK 1763722 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $293.3M
- 持仓
- 119
- 截至
- 2026年6月30日
按 13F 价值排名第 5244（共 9443） · 前 55.5%
投资组合价值同比（季度）：+11.5% 13F不披露现金
- 前十大持仓权重
- 51.76%
- 前二十五大持仓权重
- 73.14%
- 持仓高于 1%
- 25
- 有效持仓数量
- 25.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.7% 估计买入 $12571622 · 卖出 $10293615
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.2% 仍持有
- 新仓位
- 7
- 增加
- 40
- 减少
- 56
- 已结清
- 9
本页内容
行业细分
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%
其他/未映射
60.2%
完整投资组合 119 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $30547064 | 10.41% | 44262 | $3902439 | 上涨 ×2 | ||
| JMEE | $26600188 | 9.07% | 347624 | $3657238 | 上涨 ×5 | ||
| DGRO | $24628533 | 8.40% | 317378 | $1988087 | 下跌 ×3 | ||
| IVLU | $15581332 | 5.31% | 368005 | $1321251 | 上涨 ×4 | ||
| IWY | $12520146 | 4.27% | 43243 | $2030189 | 上涨 ×6 | ||
| IDEQ | $11069925 | 3.77% | 319202 | $3201531 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $10263833 | 3.50% | 31340 | $865541 | 下跌 ×1 | ||
| IVV | $8804908 | 3.00% | 11610 | $1033203 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $6002564 | 2.05% | 11344 | $3427499 | 下跌 ×1 | ||
| VABK Virginia National Bankshares Corporation - Common Stock | $5808714 | 1.98% | 127161 | $490908 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $5535100 | 1.89% | 14923 | $813427 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $5450092 | 1.86% | 13776 | $177889 | 下跌 ×1 | ||
| JPST | $5405600 | 1.84% | 107084 | $-245989 | 下跌 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $5078129 | 1.73% | 23897 | $702387 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4930416 | 1.68% | 19338 | $705893 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4742309 | 1.62% | 32816 | $-662408 | 下跌 ×1 | ||
| BIV | $4201158 | 1.43% | 55184 | $93944 | 上涨 ×6 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $3834343 | 1.31% | 18544 | $1534511 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3539578 | 1.21% | 9561 | $636743 | 上涨 ×2 | ||
| DLN | $3532179 | 1.20% | 36050 | $188219 | 下跌 ×2 | ||
| V Visa Inc. | $3519539 | 1.20% | 9910 | $444356 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3479160 | 1.19% | 10029 | $667243 | 上涨 ×1 | ||
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | $3376713 | 1.15% | 34905 | $168949 | 下跌 ×6 | ||
| IWV | $3096121 | 1.06% | 7209 | $353636 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $2991177 | 1.02% | 7586 | $460877 | 上涨 ×2 | ||
| IWR | $2808055 | 0.96% | 25642 | $279754 | |||
| CVX Chevron Corporation Common Stock | $2543487 | 0.87% | 14006 | $-351230 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2443052 | 0.83% | 5824 | $431908 | |||
| NEE NextEra Energy, Inc. Common Stock | $2085831 | 0.71% | 23410 | $-193128 | 下跌 ×1 | ||
| PFXF | $1963943 | 0.67% | 110458 | $68207 | 上涨 ×6 | ||
| PG Procter & Gamble Company (The) Common Stock | $1942762 | 0.66% | 13122 | $40314 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1799921 | 0.61% | 4563 | $239996 | 上涨 ×5 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1726461 | 0.59% | 13885 | $-134706 | 下跌 ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $1688018 | 0.58% | 13656 | $3784 | 下跌 ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $1664703 | 0.57% | 5804 | $-420711 | 下跌 ×3 | ||
| RITM Rithm Capital Corp. Common Stock | $1651517 | 0.56% | 178929 | $739566 | 上涨 ×6 | ||
| USB U.S. Bancorp Common Stock | $1650017 | 0.56% | 26187 | $255549 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1638221 | 0.56% | 6632 | $38267 | 下跌 ×4 | ||
| IQLT | $1605069 | 0.55% | 32406 | $89394 | 下跌 ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $1580333 | 0.54% | 28495 | $1378550 | 上涨 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1513234 | 0.52% | 5248 | $196640 | 下跌 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $1512572 | 0.52% | 7241 | $202495 | 上涨 ×6 | ||
| KO Coca-Cola Company (The) Common Stock | $1489624 | 0.51% | 18067 | $71397 | 下跌 ×1 | ||
| LH Labcorp Holdings Inc. Common Stock | $1473886 | 0.50% | 5419 | $-31784 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $1394486 | 0.48% | 32559 | $-184303 | 上涨 ×2 | ||
| LIN Linde plc - Ordinary Shares | $1366611 | 0.47% | 2658 | $54958 | 上涨 ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $1328824 | 0.45% | 2048 | $-2322 | 下跌 ×6 | ||
| VTI | $1302725 | 0.44% | 3498 | $318950 | 上涨 ×4 | ||
| LLY Eli Lilly and Company Common Stock | $1288502 | 0.44% | 1114 | $242875 | 下跌 ×3 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $1274408 | 0.43% | 76587 | $-30324 | 下跌 ×1 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $1264882 | 0.43% | 68041 | $-2879 | 上涨 ×2 | ||
| JMSB John Marshall Bancorp, Inc. - Common Stock | $1264161 | 0.43% | 57619 | $82395 | |||
| QUAL | $1241654 | 0.42% | 5627 | $161184 | 上涨 ×1 | ||
| GNRC Generac Holdlings Inc. Common Stock | $1180029 | 0.40% | 5208 | $143120 | 下跌 ×2 | ||
| ORCL Oracle Corporation Common Stock | $1005591 | 0.34% | 7590 | $-137836 | 下跌 ×1 | ||
| D Dominion Energy, Inc. Common Stock | $1004761 | 0.34% | 14158 | $145373 | 上涨 ×1 | ||
| DHR Danaher Corporation Common Stock | $919624 | 0.31% | 4580 | $18624 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $912007 | 0.31% | 997 | $21314 | 下跌 ×1 | ||
| FPE | $908665 | 0.31% | 50622 | $24154 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $854893 | 0.29% | 1211 | $167420 | 上涨 ×1 | ||
| VSGX | $813185 | 0.28% | 10022 | $101922 | 上涨 ×6 | ||
| PFE Pfizer, Inc. Common Stock | $810165 | 0.28% | 32642 | $-97034 | 下跌 ×1 | ||
| ROP Roper Technologies, Inc. - Common Stock | $784182 | 0.27% | 2250 | $-13524 | 上涨 ×6 | ||
| CRM Salesforce, Inc. Common Stock | $776550 | 0.26% | 4650 | $-142275 | 下跌 ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $774120 | 0.26% | 4669 | $140711 | 上涨 ×3 | ||
| HST Host Hotels & Resorts, Inc. - Common Stock | $770787 | 0.26% | 32386 | $-679758 | 下跌 ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $721881 | 0.25% | 35395 | $-16528 | 下跌 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $713550 | 0.24% | 12041 | $-748814 | 下跌 ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $705657 | 0.24% | 30041 | $-117631 | 上涨 ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $688753 | 0.23% | 3671 | $-59061 | 下跌 ×1 | ||
| JEPI | $687578 | 0.23% | 12067 | $-359625 | 下跌 ×1 | ||
| BRKB | $673923 | 0.23% | 1380 | $41423 | 上涨 ×3 | ||
| EFA | $639935 | 0.22% | 6115 | $38525 | |||
| VB | $633819 | 0.22% | 2134 | $31020 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $569369 | 0.19% | 5094 | $150308 | 下跌 ×1 | ||
| DOL | $531388 | 0.18% | 7145 | $-4908 | 下跌 ×1 | ||
| VPU | $516241 | 0.18% | 2639 | $-44903 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $509311 | 0.17% | 4526 | $-159729 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $494153 | 0.17% | 539 | $-52119 | |||
| IJH | $489175 | 0.17% | 6468 | $45794 | |||
| VUG | $482750 | 0.16% | 5501 | $74837 | 上涨 ×1 | ||
| FYLD | $482157 | 0.16% | 12665 | $5605 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $468356 | 0.16% | 1372 | $-69612 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $457449 | 0.16% | 1108 | $140607 | 上涨 ×1 | ||
| VTV | $454337 | 0.15% | 2089 | $5435 | 下跌 ×1 | ||
| ESGV | $452250 | 0.15% | 3375 | $91656 | 上涨 ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $433618 | 0.15% | 2372 | $56411 | 上涨 ×5 | ||
| INTC Intel Corporation - Common Stock | $414826 | 0.14% | 4028 | $125682 | 下跌 ×1 | ||
| OKE ONEOK, Inc. Common Stock | $397930 | 0.14% | 4371 | $-11574 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $386914 | 0.13% | 1585 | $59818 | |||
| IBM International Business Machines Corporation Common Stock | $367910 | 0.13% | 1742 | $-37681 | 上涨 ×1 | ||
| AKRE | $357782 | 0.12% | 6464 | $17258 | |||
| DGS | $351395 | 0.12% | 5519 | $-5492 | 下跌 ×1 | ||
| TFC Truist Financial Corporation Common Stock | $346738 | 0.12% | 6567 | $32638 | |||
| SPLV | $340921 | 0.12% | 4431 | $60117 | 上涨 ×2 | ||
| BRNY Burney U.S. Factor Rotation ETF | $339007 | 0.12% | 5789 | $51185 | |||
| LMT Lockheed Martin Corporation Common Stock | $330798 | 0.11% | 643 | $29502 | 上涨 ×1 | ||
| IWN | $319985 | 0.11% | 1446 | $35405 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $296987 | 0.10% | 4822 | $60621 | 上涨 ×2 | ||
| WM Waste Management, Inc. Common Stock | $279593 | 0.10% | 1201 | $-612 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| JMEE | $26600188 | 9.07% | 上涨 ×5 |
| IVLU | $15581332 | 5.31% | 上涨 ×4 |
| IWY | $12520146 | 4.27% | 上涨 ×6 |
| BIV | $4201158 | 1.43% | 上涨 ×6 |
| PFXF | $1963943 | 0.67% | 上涨 ×6 |
| TSLA | $1799921 | 0.61% | 上涨 ×5 |
| RITM | $1651517 | 0.56% | 上涨 ×6 |
| COF | $1512572 | 0.52% | 上涨 ×6 |
| VTI | $1302725 | 0.44% | 上涨 ×4 |
| VSGX | $813185 | 0.28% | 上涨 ×6 |
| ROP | $784182 | 0.27% | 上涨 ×6 |
| ESGU | $774120 | 0.26% | 上涨 ×3 |
| BRKB | $673923 | 0.23% | 上涨 ×3 |
| BKNG | $433618 | 0.15% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VOO | 增持 | +297 | +$3.9M |
| JMEE | 增持 | +10K | +$3.7M |
| AMD | 削减 | -280 | +$3.4M |
| IDEQ | 增持 | +74K | +$3.2M |
| IWY | 增持 | +2K | +$2.0M |
| DGRO | 削减 | -3K | +$2.0M |
| CRWD | 增持 | +13K | +$1.5M |
| IVLU | 增持 | +13K | +$1.3M |
| IVV | 削减 | -123 | +$1.0M |
| AAPL | 削减 | -6K | +$866K |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| FLOT | 2026年3月31日 | 15539 | $792334 | 不再跟踪 |
| HON | 2026年6月30日 | 1258 | $281591 | -1.9% |
| ACWI | 2026年6月30日 | 1913 | $268203 | |
| GBTC | 2025年12月31日 | 2737 | $264887 | 不再跟踪 |
| BND | 2025年12月31日 | 3543 | $263174 | |
| TT | 2026年6月30日 | 609 | $262997 | -7.4% |
| UNH | 2026年3月31日 | 700 | $243425 | 43.1% |
| COP | 2026年6月30日 | 1845 | $243116 | 30.3% |
| TLT | 2025年12月31日 | 2661 | $237494 | |
| BNDX | 2026年3月31日 | 4827 | $233772 | |
| PM | 2026年6月30日 | 1420 | $223636 | 4.9% |
| PEP | 2026年6月30日 | 1407 | $215566 | 5.3% |
| MDLZ | 2025年12月31日 | 3417 | $210666 | 19.1% |
| SUSL | 2026年3月31日 | 1669 | $204622 | |
| ALB | 2026年6月30日 | 1167 | $202510 | 5.3% |
| MDLZ | 2026年6月30日 | 3496 | $201031 | 10.9% |
| TNGY | 2026年6月30日 | 12373 | $127689 | 14.8% |
| ON | 2025年3月31日 | 10518 | $663 | 84.6% |
| F | 2025年3月31日 | 60781 | $602 | 43.1% |
| AZPN | 2025年3月31日 | 1764 | $440 | 不再跟踪 |
| CACI | 2025年6月30日 | 878 | $322 | 35.5% |
| PEP | 2025年6月30日 | 1513 | $227 | 8.0% |
| LDOS | 2025年6月30日 | 1658 | $224 | -10.0% |
| BMY | 2025年6月30日 | 3465 | $211 | 42.7% |
| DHR | 2025年3月31日 | 904 | $208 | 4.4% |
| IWN | 2025年3月31日 | 1246 | $205 | 不再跟踪 |