Meridian Wealth Partners, LLC
CIK 1781942 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $826.1M
- 持仓
- 125
- 截至
- 2026年6月30日
按 13F 价值排名第 2768（共 9443） · 前 29.3%
投资组合价值同比（季度）：+13.4% 13F不披露现金
- 前十大持仓权重
- 68.45%
- 前二十五大持仓权重
- 91.81%
- 持仓高于 1%
- 20
- 有效持仓数量
- 15.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.58% 估计买入 $25183446 · 卖出 $12314163
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.9% 仍持有
- 新仓位
- 14
- 增加
- 54
- 减少
- 46
- 已结清
- 7
本页内容
行业细分
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%
其他/未映射
92.1%
完整投资组合 125 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $104986990 | 12.71% | 3567346 | $15235720 | 上涨 ×2 | ||
| DFAC | $104305879 | 12.63% | 2351350 | $11794997 | 下跌 ×6 | ||
| AGG | $98435601 | 11.92% | 994500 | $4806779 | 上涨 ×6 | ||
| DFAU | $58656666 | 7.10% | 1134778 | $8338113 | 上涨 ×2 | ||
| IVW | $37857200 | 4.58% | 275265 | $7029972 | 上涨 ×4 | ||
| EFG | $35870231 | 4.34% | 288300 | $4830717 | 上涨 ×5 | ||
| VLUE | $34010296 | 4.12% | 170213 | $7529665 | 下跌 ×1 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $32111358 | 3.89% | 336456 | $3276789 | 上涨 ×6 | ||
| DFAX | $31116920 | 3.77% | 844650 | $2158544 | 下跌 ×4 | ||
| MBB iShares MBS ETF | $28124927 | 3.40% | 297555 | $1507201 | 上涨 ×6 | ||
| SCHB | $27147860 | 3.29% | 937426 | $4023604 | 上涨 ×2 | ||
| QUAL | $25234468 | 3.05% | 115000 | $3482054 | 上涨 ×2 | ||
| IEMG | $22903948 | 2.77% | 276484 | $2889883 | 下跌 ×1 | ||
| EFV | $18472604 | 2.24% | 241314 | $912594 | 上涨 ×2 | ||
| MUB | $16444014 | 1.99% | 152797 | $-1773237 | 下跌 ×4 | ||
| SCHO | $14065341 | 1.70% | 582657 | $895158 | 上涨 ×5 | ||
| IWM | $11463971 | 1.39% | 38156 | $2036003 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $10548553 | 1.28% | 36455 | $1033665 | 下跌 ×1 | ||
| PPG PPG Industries, Inc. Common Stock | $9480846 | 1.15% | 78167 | $1026235 | 下跌 ×6 | ||
| SCHM | $8512777 | 1.03% | 230886 | $1297790 | 下跌 ×4 | ||
| VTI | $6914684 | 0.84% | 18686 | $5022488 | 上涨 ×2 | ||
| SUB | $6558127 | 0.79% | 61596 | $-865882 | 下跌 ×4 | ||
| DFAS | $5822097 | 0.70% | 70708 | $843708 | 上涨 ×6 | ||
| IVV | $5062078 | 0.61% | 6759 | $587381 | 下跌 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $4359428 | 0.53% | 21787 | $680053 | 上涨 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2777994 | 0.34% | 7447 | $115483 | 上涨 ×2 | ||
| VOO | $2500201 | 0.30% | 3640 | $369182 | 上涨 ×2 | ||
| VEU | $2452916 | 0.30% | 29289 | $229531 | 下跌 ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2116620 | 0.26% | 8881 | $391380 | 上涨 ×2 | ||
| VTEB | $2081823 | 0.25% | 41159 | $28101 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1848866 | 0.22% | 5174 | $407758 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $1841672 | 0.22% | 5222 | $55878 | 下跌 ×4 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1797378 | 0.22% | 6030 | $630391 | 上涨 ×2 | ||
| NVR NVR, Inc. Common Stock | $1785111 | 0.22% | 262 | $58575 | |||
| VXUS Vanguard Total International Stock ETF | $1778962 | 0.22% | 20809 | $222033 | 上涨 ×3 | ||
| ITOT | $1565658 | 0.19% | 9531 | $208157 | |||
| AVGO Broadcom Inc. - Common Stock | $1472587 | 0.18% | 3898 | $297280 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $1404994 | 0.17% | 19139 | $-59043 | 下跌 ×2 | ||
| MRBK Meridian Corporation - Common Stock | $1339005 | 0.16% | 66850 | $71738 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1325696 | 0.16% | 3752 | $262018 | 上涨 ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1320408 | 0.16% | 2273 | $706659 | 下跌 ×1 | ||
| IUSB iShares Core Universal USD Bond ETF | $1236405 | 0.15% | 26791 | $263782 | 上涨 ×1 | ||
| SCHD | $1140768 | 0.14% | 35975 | $37330 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1045786 | 0.13% | 1857 | $23770 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $964603 | 0.12% | 836 | $727888 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $960652 | 0.12% | 2284 | $210460 | 上涨 ×2 | ||
| VB | $955465 | 0.12% | 3152 | $118105 | 下跌 ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $928308 | 0.11% | 2836 | $96422 | 上涨 ×1 | ||
| GLD | $899584 | 0.11% | 2442 | $-151185 | |||
| JNJ Johnson & Johnson Common Stock | $839626 | 0.10% | 3306 | $30284 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $777679 | 0.09% | 5688 | $-175060 | 上涨 ×2 | ||
| VGT | $752541 | 0.09% | 6296 | $204164 | 上涨 ×4 | ||
| BRKA | $748850 | 0.09% | 1 | $30710 | |||
| CBU Community Financial System, Inc. Common Stock | $730950 | 0.09% | 10890 | $92240 | |||
| LLY Eli Lilly and Company Common Stock | $727656 | 0.09% | 607 | $198174 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $706439 | 0.09% | 2807 | $98698 | 上涨 ×2 | ||
| FULT Fulton Financial Corporation - Common Stock | $666242 | 0.08% | 27542 | $106484 | 上涨 ×1 | ||
| VTV | $654008 | 0.08% | 3001 | $73452 | 上涨 ×1 | ||
| VO | $623451 | 0.08% | 7738 | $86137 | 上涨 ×1 | ||
| VIG | $615229 | 0.07% | 2600 | $56533 | 上涨 ×3 | ||
| VXF | $590412 | 0.07% | 2398 | $53685 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $581546 | 0.07% | 790 | $50705 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $537872 | 0.07% | 4749 | $-43138 | 上涨 ×2 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $537658 | 0.07% | 9831 | $87914 | 下跌 ×4 | ||
| CL Colgate-Palmolive Company Common Stock | $534832 | 0.06% | 5834 | $56719 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $517428 | 0.06% | 716 | $270768 | 下跌 ×1 | ||
| SPGI S&P Global Inc. Common Stock | $515338 | 0.06% | 1265 | $-103268 | 下跌 ×4 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $495604 | 0.06% | 4219 | $123223 | 下跌 ×1 | ||
| V Visa Inc. | $492221 | 0.06% | 1435 | $83088 | 上涨 ×1 | ||
| SCHA | $478773 | 0.06% | 13251 | $93443 | |||
| VGSH Vanguard Short-Term Treasury ETF | $469849 | 0.06% | 8073 | $-18609 | 下跌 ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $469130 | 0.06% | 10022 | $-16991 | 下跌 ×1 | ||
| VUG | $468258 | 0.06% | 5436 | $72526 | 上涨 ×2 | ||
| SPY SPY | $467807 | 0.06% | 626 | $60458 | |||
| MCD McDonald's Corporation Common Stock | $460879 | 0.06% | 1705 | $-92328 | 下跌 ×4 | ||
| IWB | $455037 | 0.06% | 1111 | $58827 | |||
| INTC Intel Corporation - Common Stock | $425360 | 0.05% | 3046 | 上涨 ×1 | |||
| RKLB Rocket Lab Corporation - Common Stock | $422967 | 0.05% | 4161 | $161591 | 上涨 ×2 | ||
| LMT Lockheed Martin Corporation Common Stock | $421517 | 0.05% | 827 | $-82169 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $420758 | 0.05% | 2218 | $-9152 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $418071 | 0.05% | 393 | $144894 | 上涨 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $404968 | 0.05% | 1837 | $-36325 | 下跌 ×1 | ||
| PM Philip Morris International Inc Common Stock | $404033 | 0.05% | 2233 | $45520 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $386453 | 0.05% | 2637 | $62222 | 上涨 ×2 | ||
| IWV | $368167 | 0.04% | 863 | $37731 | 下跌 ×1 | ||
| BAC Bank of America Corporation Common Stock | $352839 | 0.04% | 6192 | $45752 | 下跌 ×2 | ||
| VEA | $351975 | 0.04% | 4940 | $29011 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $351752 | 0.04% | 376 | $-19930 | 上涨 ×2 | ||
| BA Boeing Company (The) Common Stock | $347363 | 0.04% | 1605 | $-9034 | 下跌 ×1 | ||
| XLK XLK | $343865 | 0.04% | 1805 | $103997 | |||
| DFUS | $336692 | 0.04% | 4109 | $45322 | |||
| LRCX Lam Research Corporation - Common Stock | $321531 | 0.04% | 742 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $320313 | 0.04% | 771 | ||||
| MA Mastercard Incorporated Common Stock | $317499 | 0.04% | 618 | $11116 | 上涨 ×2 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $314705 | 0.04% | 1278 | $47279 | 下跌 ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $311502 | 0.04% | 137 | 上涨 ×1 | |||
| SCHZ | $300829 | 0.04% | 13006 | $-12804 | 下跌 ×5 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $291613 | 0.04% | 288 | $54453 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $289322 | 0.04% | 1973 | $-4037 | 下跌 ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $274134 | 0.03% | 2133 | $8853 | 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）
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 |
|---|---|---|---|
| INTC | $425360 | 3046 | 0.05% |
| LRCX | $321531 | 742 | 0.04% |
| UNH | $320313 | 771 | 0.04% |
| SNDK | $311502 | 137 | 0.04% |
| SBUX | $241503 | 2363 | 0.03% |
| GEV | $240847 | 205 | 0.03% |
| KLAC | $239559 | 794 | 0.03% |
| WDC | $231648 | 363 | 0.03% |
| IWF | $223010 | 1796 | 0.03% |
| MRVL | $218205 | 732 | 0.03% |
| MS | $212808 | 1018 | 0.03% |
| TRV | $207976 | 630 | 0.03% |
| PANW | $206732 | 606 | 0.03% |
| ADI | $206399 | 520 | 0.02% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SCHX | 增持 | +67K | +$15.2M |
| DFAC | 削减 | -29K | +$11.8M |
| DFAU | 增持 | +20K | +$8.3M |
| VLUE | 削减 | -16K | +$7.5M |
| IVW | 增持 | +3K | +$7.0M |
| VTI | 增持 | +13K | +$5.0M |
| EFG | 增持 | +10K | +$4.8M |
| AGG | 增持 | +51K | +$4.8M |
| SCHB | 增持 | +16K | +$4.0M |
| QUAL | 增持 | +2K | +$3.5M |
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 |
|---|---|---|---|---|
| CNTA | 2026年6月30日 | 18101 | $718972 | 不再跟踪 |
| STBA | 2025年9月30日 | 14252 | $539011 | 34.0% |
| UNH | 2025年6月30日 | 789 | $413065 | 24.2% |
| VGVT | 2025年12月31日 | 5141 | $392651 | 不再跟踪 |
| MS | 2025年3月31日 | 2949 | $370756 | 81.4% |
| TSM | 2025年9月30日 | 1584 | $358761 | 50.5% |
| SCHR | 2025年12月31日 | 13329 | $334961 | 不再跟踪 |
| GEV | 2025年9月30日 | 597 | $315903 | 57.8% |
| BINC | 2025年12月31日 | 5404 | $287715 | 不再跟踪 |
| CRM | 2025年3月31日 | 834 | $278943 | -23.4% |
| UNH | 2026年3月31日 | 781 | $257707 | 43.1% |
| AIRR | 2026年6月30日 | 2280 | $252579 | |
| APP | 2026年3月31日 | 370 | $249314 | -24.5% |
| NOW | 2025年3月31日 | 223 | $236072 | -18.6% |
| NOW | 2025年9月30日 | 229 | $235106 | -29.5% |
| WFC | 2026年3月31日 | 2501 | $233063 | 6.3% |
| DIS | 2025年3月31日 | 2073 | $230850 | 8.5% |
| ABT | 2026年3月31日 | 1833 | $229699 | 11.4% |
| VGIT | 2025年12月31日 | 3801 | $228175 | |
| IYW | 2025年9月30日 | 1310 | $226984 | 不再跟踪 |
| CMCSA | 2026年6月30日 | 7713 | $221446 | 7.8% |
| CVX | 2025年6月30日 | 1306 | $218537 | 44.3% |
| PLTR | 2026年6月30日 | 1492 | $218251 | 48.3% |
| AXP | 2026年3月31日 | 584 | $215931 | 10.8% |
| ADP | 2026年3月31日 | 837 | $215300 | 37.3% |
| DIS | 2025年9月30日 | 1727 | $214206 | -6.4% |
| TMO | 2025年6月30日 | 430 | $213969 | 53.0% |
| MS | 2026年3月31日 | 1203 | $213600 | 28.6% |
| MRK | 2025年6月30日 | 2374 | $213121 | 91.6% |
| IWF | 2026年3月31日 | 449 | $212512 | 不再跟踪 |
| WM | 2026年6月30日 | 916 | $210565 | 0.5% |
| XLK | 2025年3月31日 | 904 | $210169 | 不再跟踪 |
| GILD | 2026年6月30日 | 1506 | $209892 | 14.6% |
| NEE | 2026年6月30日 | 2249 | $208916 | -3.2% |
| LIN | 2025年12月31日 | 439 | $208684 | 14.4% |
| PEG | 2025年3月31日 | 2436 | $205843 | -9.8% |
| NJR | 2025年6月30日 | 4143 | $203257 | 22.4% |
| PEP | 2025年3月31日 | 1315 | $200011 | -4.9% |