Meridian Wealth Advisors, LLC
CIK 1768095 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $880.0M
- 持仓
- 211
- 截至
- 2026年6月30日
按 13F 价值排名第 2657（共 9443） · 前 28.1%
投资组合价值同比（季度）：+16.3% 13F不披露现金
- 前十大持仓权重
- 40.36%
- 前二十五大持仓权重
- 64.54%
- 持仓高于 1%
- 25
- 有效持仓数量
- 35.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.0% 估计买入 $107219641 · 卖出 $24516739
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.1% 仍持有
- 新仓位
- 26
- 增加
- 110
- 减少
- 37
- 已结清
- 17
本页内容
行业细分
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%
其他/未映射
50.1%
完整投资组合 211 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $94652895 | 10.76% | 126391 | $14841656 | 上涨 ×4 | ||
| IAU | $48431585 | 5.50% | 641393 | $-3146108 | 上涨 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $44081361 | 5.01% | 322421 | $-10578392 | 上涨 ×5 | ||
| VO | $28195259 | 3.20% | 349947 | $5636662 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $27201336 | 3.09% | 94005 | $3477210 | 上涨 ×1 | ||
| USMV | $24598592 | 2.80% | 255013 | $2640074 | 上涨 ×6 | ||
| SPY SPY | $23887367 | 2.71% | 31988 | $3492921 | 上涨 ×2 | ||
| CGDV | $23482068 | 2.67% | 476503 | $23126008 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $21986180 | 2.50% | 58941 | $836615 | 上涨 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $18629503 | 2.12% | 52129 | $3615828 | 下跌 ×3 | ||
| VEA | $18497335 | 2.10% | 259612 | $4546758 | 上涨 ×6 | ||
| VOO | $17795588 | 2.02% | 25910 | $1797966 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $17603933 | 2.00% | 53780 | $2284246 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $17496619 | 1.99% | 87444 | $2779675 | 上涨 ×2 | ||
| OEF | $16345444 | 1.86% | 44676 | $1531112 | 下跌 ×1 | ||
| AVDE | $16250822 | 1.85% | 182184 | $2437966 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $15665983 | 1.78% | 26968 | $10280580 | 上涨 ×1 | ||
| VIG | $14792670 | 1.68% | 62517 | $1562142 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $13922155 | 1.58% | 58413 | $2383580 | 上涨 ×2 | ||
| AESI Atlas Energy Solutions Inc. Common Stock | $13110256 | 1.49% | 789299 | $594329 | 下跌 ×6 | ||
| PTLC | $11881895 | 1.35% | 203946 | $1182887 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $10904000 | 1.24% | 25589 | $1933538 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $9902444 | 1.13% | 10586 | $-421950 | 上涨 ×1 | ||
| IWF | $9417664 | 1.07% | 75845 | $1328571 | 上涨 ×4 | ||
| SDY | $9236531 | 1.05% | 60695 | $748908 | 上涨 ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $8441431 | 0.96% | 22347 | $2044623 | 上涨 ×2 | ||
| MDY | $8254091 | 0.94% | 11736 | $910657 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $7622656 | 0.87% | 67302 | $-212479 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $7561335 | 0.86% | 6304 | $1832523 | 上涨 ×1 | ||
| V Visa Inc. | $7326687 | 0.83% | 21355 | $1024045 | 上涨 ×1 | ||
| TCBX Third Coast Bancshares, Inc. - Common Stock | $7290948 | 0.83% | 180469 | $73287 | 下跌 ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $7181541 | 0.82% | 21059 | $3902035 | 上涨 ×4 | ||
| XLK XLK | $6771500 | 0.77% | 35542 | $2172970 | 上涨 ×1 | ||
| BRKB | $6635672 | 0.75% | 13261 | $294418 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $6434397 | 0.73% | 18244 | $642131 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $6392127 | 0.73% | 18091 | $1285286 | 上涨 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $6364180 | 0.72% | 24892 | $398973 | 上涨 ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $6185406 | 0.70% | 25996 | $942129 | 上涨 ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $5858306 | 0.67% | 63615 | $128255 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $5836681 | 0.66% | 8073 | $3166959 | 上涨 ×2 | ||
| IVW | $5768684 | 0.66% | 41945 | $1026664 | 上涨 ×6 | ||
| SPGI S&P Global Inc. Common Stock | $5695249 | 0.65% | 13984 | $-112791 | 上涨 ×2 | ||
| DIVO | $5615547 | 0.64% | 122878 | $887386 | 上涨 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $5313357 | 0.60% | 9433 | $218225 | 上涨 ×1 | ||
| MCK McKesson Corporation Common Stock | $5056128 | 0.57% | 6692 | $-482472 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4798164 | 0.55% | 40849 | $1743310 | 上涨 ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $4688221 | 0.53% | 9351 | $4051198 | 上涨 ×1 | ||
| MS Morgan Stanley Common Stock | $4686683 | 0.53% | 22420 | $1108053 | 上涨 ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $4628868 | 0.53% | 16471 | $1474255 | 上涨 ×1 | ||
| TT Trane Technologies plc | $4268295 | 0.49% | 8690 | $650739 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $3857833 | 0.44% | 47469 | $271024 | 上涨 ×4 | ||
| GE GE Aerospace Common Stock | $3798623 | 0.43% | 10164 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $3699550 | 0.42% | 13156 | $466888 | 下跌 ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $3554981 | 0.40% | 34788 | $556312 | 上涨 ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $3513665 | 0.40% | 11985 | $222648 | 上涨 ×2 | ||
| IJH | $3433525 | 0.39% | 44528 | $565203 | 上涨 ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $3366305 | 0.38% | 8476 | $1835122 | 上涨 ×2 | ||
| IRM Iron Mountain Incorporated (Delaware)Common Stock REIT | $3361706 | 0.38% | 26615 | $767454 | 上涨 ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $3322174 | 0.38% | 19556 | ||||
| MRK Merck & Company, Inc. Common Stock (new) | $3302112 | 0.38% | 25697 | $210795 | 下跌 ×3 | ||
| CMI Cummins Inc. Common Stock | $3266502 | 0.37% | 4580 | 上涨 ×1 | |||
| UNP Union Pacific Corporation Common Stock | $3119490 | 0.35% | 11469 | $328513 | 下跌 ×3 | ||
| AMGN Amgen Inc. - Common Stock | $3032730 | 0.34% | 8375 | $89902 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2813046 | 0.32% | 11076 | $116779 | 上涨 ×4 | ||
| NFLX Netflix, Inc. - Common Stock | $2743045 | 0.31% | 38418 | $-668934 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2671074 | 0.30% | 3627 | $428034 | 下跌 ×1 | ||
| RSP | $2656646 | 0.30% | 12486 | $260333 | |||
| UBER Uber Technologies, Inc. Common Stock | $2583328 | 0.29% | 35800 | $156841 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $2189937 | 0.25% | 5269 | $812233 | 上涨 ×1 | ||
| IYW | $2030704 | 0.23% | 8051 | $565556 | 下跌 ×1 | ||
| VTI | $2029196 | 0.23% | 5484 | $283033 | 上涨 ×4 | ||
| VTWO Vanguard Russell 2000 ETF | $2017196 | 0.23% | 16613 | $353034 | |||
| GLD | $1985937 | 0.23% | 5391 | $-443480 | 下跌 ×1 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $1866418 | 0.21% | 15789 | 上涨 ×1 | |||
| CSQ Calamos Strategic Total Return Fund - Closed End Fund | $1762444 | 0.20% | 85722 | $294883 | |||
| IWM | $1721953 | 0.20% | 5731 | $564127 | 上涨 ×1 | ||
| KLAC KLA Corporation - Common Stock | $1587010 | 0.18% | 5260 | $813995 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1543357 | 0.18% | 3232 | $473537 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $1524843 | 0.17% | 9199 | $-370280 | 上涨 ×2 | ||
| INFL | $1517031 | 0.17% | 30414 | $168781 | 上涨 ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1514373 | 0.17% | 6868 | $-83043 | 上涨 ×3 | ||
| MA Mastercard Incorporated Common Stock | $1487968 | 0.17% | 2897 | $69433 | 上涨 ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $1486868 | 0.17% | 40448 | $-43684 | |||
| RJF Raymond James Financial, Inc. Common Stock | $1426497 | 0.16% | 9383 | $39554 | 下跌 ×1 | ||
| VHT | $1420826 | 0.16% | 4752 | $58942 | 下跌 ×1 | ||
| ET Energy Transfer LP Common Units | $1316961 | 0.15% | 68879 | $-2481 | 上涨 ×1 | ||
| SPMD | $1307278 | 0.15% | 19350 | $165042 | 上涨 ×1 | ||
| IWB | $1306305 | 0.15% | 3190 | $168879 | |||
| PTMC | $1298278 | 0.15% | 31037 | $163255 | |||
| CAT Caterpillar, Inc. Common Stock | $1231904 | 0.14% | 1157 | $465673 | 上涨 ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $1200490 | 0.14% | 1040 | $802852 | 下跌 ×1 | ||
| CI The Cigna Group Common Stock | $1194443 | 0.14% | 4333 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $1137374 | 0.13% | 4208 | $-156274 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1091696 | 0.12% | 8063 | $-144693 | 上涨 ×2 | ||
| VGT | $1080869 | 0.12% | 9043 | $839160 | 上涨 ×1 | ||
| CB Chubb Limited Common Stock | $1055731 | 0.12% | 3098 | $40118 | 下跌 ×6 | ||
| VUG | $1041949 | 0.12% | 12096 | $161380 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $1036703 | 0.12% | 5464 | $8021 | 上涨 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1025860 | 0.12% | 1014 | $153770 | 下跌 ×3 | ||
| PFE Pfizer, Inc. Common Stock | $1024949 | 0.12% | 42564 | $-228626 | 下跌 ×1 | ||
| 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 |
|---|---|---|---|
| IVV | $94652895 | 10.76% | 上涨 ×4 |
| XOM | $44081361 | 5.01% | 上涨 ×5 |
| VO | $28195259 | 3.20% | 上涨 ×6 |
| USMV | $24598592 | 2.80% | 上涨 ×6 |
| VEA | $18497335 | 2.10% | 上涨 ×6 |
| IWF | $9417664 | 1.07% | 上涨 ×4 |
| SDY | $9236531 | 1.05% | 上涨 ×5 |
| PANW | $7181541 | 0.82% | 上涨 ×4 |
| IVW | $5768684 | 0.66% | 上涨 ×6 |
| DIVO | $5615547 | 0.64% | 上涨 ×3 |
| KO | $3857833 | 0.44% | 上涨 ×4 |
| IJH | $3433525 | 0.39% | 上涨 ×3 |
| JNJ | $2813046 | 0.32% | 上涨 ×4 |
| VTI | $2029196 | 0.23% | 上涨 ×4 |
| LOW | $1514373 | 0.17% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| GE | $3798623 | 10164 | 0.43% |
| ANET | $3322174 | 19556 | 0.38% |
| CMI | $3266502 | 4580 | 0.37% |
| AKAM | $1866418 | 15789 | 0.21% |
| CI | $1194443 | 4333 | 0.14% |
| 未知发行人 (CUSIP: 438516205) | $641362 | 2865 | 0.07% |
| 未知发行人 (CUSIP: 43849R105) | $632068 | 2859 | 0.07% |
| CGUS | $484387 | 10890 | 0.06% |
| INFQ | $461844 | 34673 | 0.05% |
| VNOM | $328430 | 7746 | 0.04% |
| PM | $327335 | 1809 | 0.04% |
| INTC | $326315 | 2337 | 0.04% |
| COHR | $317548 | 805 | 0.04% |
| DIA | $310822 | 595 | 0.04% |
| IEMG | $308981 | 3730 | 0.04% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +4K | +$14.8M |
| XOM | 增持 | +249 | -$10.6M |
| AMD | 增持 | +495 | +$10.3M |
| VO | 增持 | +271K | +$5.6M |
| VEA | 增持 | +42K | +$4.5M |
| PANW | 增持 | +603 | +$3.9M |
| GOOGL | 削减 | -82 | +$3.6M |
| SPY | 增持 | +628 | +$3.5M |
| AAPL | 增持 | +526 | +$3.5M |
| AMAT | 增持 | +262 | +$3.2M |
3 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 |
|---|---|---|---|---|
| HON | 2026年6月30日 | 19766 | $4467737 | -1.9% |
| FISV | 2025年12月31日 | 27864 | $3592506 | -23.3% |
| STE | 2025年3月31日 | 13611 | $2797818 | 4.3% |
| MDT | 2026年6月30日 | 27248 | $2361039 | 17.7% |
| CMG | 2025年12月31日 | 56718 | $2222778 | -3.0% |
| SNOW | 2026年6月30日 | 14656 | $2210418 | 24.1% |
| DOV | 2026年6月30日 | 10139 | $2113502 | -10.1% |
| ANET | 2026年3月31日 | 14919 | $1954837 | 53.4% |
| VNOM | 2026年3月31日 | 9258 | $357637 | -4.3% |
| NOW | 2026年3月31日 | 2230 | $341614 | 24.0% |
| DVN | 2025年6月30日 | 9118 | $341026 | 54.4% |
| AKRE | 2026年6月30日 | 5931 | $313453 | 不再跟踪 |
| EXE | 2026年6月30日 | 2850 | $312873 | 4.5% |
| STR | 2025年9月30日 | 17011 | $312662 | 不再跟踪 |
| DIS | 2026年3月31日 | 2626 | $298760 | 11.2% |
| ARCC | 2025年9月30日 | 13500 | $296460 | -2.9% |
| PEG | 2025年3月31日 | 3345 | $282619 | -9.8% |
| ZTS | 2026年6月30日 | 2326 | $274956 | 6.6% |
| BSJP | 2025年12月31日 | 11902 | $274460 | 不再跟踪 |
| SNDA | 2026年6月30日 | 8501 | $274157 | -4.0% |
| LBRT | 2026年3月31日 | 14800 | $273208 | -33.1% |
| PSX | 2025年12月31日 | 1957 | $266214 | 88.4% |
| SPHD | 2025年12月31日 | 5250 | $259612 | 不再跟踪 |
| NKE | 2026年6月30日 | 4849 | $256145 | -1.2% |
| UPS | 2025年3月31日 | 2029 | $255857 | -6.1% |
| ACN | 2026年6月30日 | 1277 | $253133 | 46.7% |
| UBER | 2025年12月31日 | 2550 | $249824 | -4.3% |
| XYZ | 2025年3月31日 | 2864 | $243411 | 47.4% |
| VGT | 2025年3月31日 | 378 | $235306 | 不再跟踪 |
| FIS | 2025年3月31日 | 2871 | $231877 | -45.4% |
| GD | 2025年12月31日 | 672 | $229292 | 15.3% |
| SLV | 2026年6月30日 | 3300 | $224862 | 不再跟踪 |
| PRK | 2025年3月31日 | 1310 | $224573 | 不再跟踪 |
| EMR | 2025年3月31日 | 1798 | $222783 | 42.3% |
| MDT | 2025年12月31日 | 2330 | $221909 | -4.1% |
| VZ | 2026年6月30日 | 4375 | $219634 | 16.8% |
| CMCSA | 2025年12月31日 | 6979 | $219280 | -5.5% |
| MPWR | 2025年12月31日 | 233 | $214509 | 45.2% |
| FANG | 2025年6月30日 | 1337 | $213760 | 54.0% |
| CEG | 2026年6月30日 | 764 | $213358 | 9.8% |
| PRK | 2025年12月31日 | 1310 | $212914 | 不再跟踪 |
| ADBE | 2026年6月30日 | 875 | $212695 | 33.1% |
| IBIT | 2026年6月30日 | 5534 | $212616 | |
| COR | 2026年6月30日 | 674 | $211860 | 12.0% |
| CRWD | 2026年3月31日 | 448 | $210004 | -52.0% |
| AMAT | 2025年3月31日 | 1290 | $209793 | 240.5% |
| VNOMXXXX | 2025年3月31日 | 4260 | $209056 | 不再跟踪 |
| XYZ | 2025年12月31日 | 2864 | $206981 | 23.0% |
| KMB | 2025年12月31日 | 1643 | $204291 | 7.5% |
| NOC | 2026年6月30日 | 296 | $201943 | 9.8% |
| EOG | 2025年6月30日 | 1562 | $200312 | 27.7% |
| AMT | 2025年9月30日 | 906 | $200260 | -8.1% |
| IVZ | 2025年3月31日 | 10798 | $188749 | 112.2% |
| PUMP | 2026年3月31日 | 10000 | $95100 | -21.2% |
| NAKA | 2026年3月31日 | 11000 | $3862 | 3184.6% |