Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 184
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.01 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 60,091 | $2,391 萬 | 7.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 308,472 | $1,722 萬 | 5.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 118,219 | $1,444 萬 | 4.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 51,558 | $1,216 萬 | 4.0% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,545 | $1,211 萬 | 4.0% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 170,461 | $1,179 萬 | 3.9% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 54,480 | $876.4 萬 | 2.9% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 490,224 | $797.1 萬 | 2.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 53,484 | $786.6 萬 | 2.6% | – | – | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 215,456 | $748.5 萬 | 2.5% | – | – | – |
| CVXChevron Corp | Stock | 64,074 | $671.4 萬 | 2.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,295 | $537.7 萬 | 1.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,674 | $517.9 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 32,862 | $500.3 萬 | 1.7% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,460 | $457.7 萬 | 1.5% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,921 | $396.2 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 11,641 | $355.3 萬 | 1.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 15,361 | $325.2 萬 | 1.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,695 | $323.5 萬 | 1.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 23,831 | $281.3 萬 | 0.9% | – | – | – |
| UNPUnion Pacific Corp | Stock | 12,619 | $278.1 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,737 | $274.3 萬 | 0.9% | – | – | 歷史 |
| BACBank of America Corp | Stock | 70,695 | $273.5 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 10,760 | $267.7 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 73,458 | $242.2 萬 | 0.8% | – | – | – |
| ETNEaton Corp plc | Stock | 17,250 | $238.5 萬 | 0.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,402 | $234.4 萬 | 0.8% | – | – | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 54,100 | $233.5 萬 | 0.8% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 7,483 | $217.7 萬 | 0.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,000 | $211.5 萬 | 0.7% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 9,895 | $209.6 萬 | 0.7% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 17,632 | $202.6 萬 | 0.7% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,335 | $201.0 萬 | 0.7% | – | – | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 57,262 | $199.3 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,893 | $196.8 萬 | 0.7% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 16,996 | $189.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 10,452 | $186.3 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 11,157 | $183.4 萬 | 0.6% | – | – | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 102,750 | $177.0 萬 | 0.6% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 10,549 | $174.6 萬 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 31,457 | $170.2 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,742 | $169.1 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,931 | $168.5 萬 | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 28,578 | $166.2 萬 | 0.6% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 10,027 | $164.7 萬 | 0.5% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,714 | $163.3 萬 | 0.5% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 3,413 | $162.2 萬 | 0.5% | – | – | 歷史 |
| PXDPioneer Natural Resources Co | COM | 10,061 | $159.8 萬 | 0.5% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 6,587 | $157.5 萬 | 0.5% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 8,045 | $155.4 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,654 | $154.4 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 11,293 | $153.4 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,542 | $153.3 萬 | 0.5% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 3,022 | $153.3 萬 | 0.5% | – | – | 歷史 |
| INFOIHS Markit Ltd. | SHS | 15,580 | $150.8 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,654 | $147.0 萬 | 0.5% | – | – | – |
| HONHoneywell International Inc | COM | 6,658 | $144.5 萬 | 0.5% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 25,165 | $134.6 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 33,108 | $127.1 萬 | 0.4% | – | – | – |
| RJFRaymond James Financial Inc | COM | 10,344 | $126.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 6,477 | $122.6 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 22,881 | $118.3 萬 | 0.4% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 13,716 | $114.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,640 | $110.9 萬 | 0.4% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,811 | $105.8 萬 | 0.4% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,561 | $104.3 萬 | 0.3% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,640 | $102.4 萬 | 0.3% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 6,912 | $99.1 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,411 | $98.9 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 475 | $98.3 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,250 | $96.9 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 17,840 | $94.0 萬 | 0.3% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 40,270 | $88.7 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,145 | $85.6 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,309 | $85.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,947 | $84.7 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,814 | $82.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,192 | $82.0 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,659 | $76.6 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,370 | $75.6 萬 | 0.3% | – | – | – |
| GMGeneral Motors Co | COM | 13,141 | $75.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $72.0 萬 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 5,687 | $71.4 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,745 | $70.0 萬 | 0.2% | – | – | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 28,568 | $69.4 萬 | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 5,202 | $69.1 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,287 | $68.7 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,285 | $67.7 萬 | 0.2% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 6,664 | $66.2 萬 | 0.2% | – | – | 歷史 |
| CMECME Group Inc. | COM | 3,227 | $65.9 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,482 | $64.8 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,100 | $63.6 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,761 | $63.4 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 7,893 | $62.1 萬 | 0.2% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 2,341 | $61.8 萬 | 0.2% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,185 | $60.5 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 9,346 | $59.8 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 790 | $59.6 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 5,950 | $58.1 萬 | 0.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 2,965 | $56.0 萬 | 0.2% | – | – | 歷史 |