Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/10 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 194
- 較 2021 年第 1 季 +10
- 總值
- $3.53 億
- 較 2021 年第 1 季 +$5,206 萬 (+17.3%)
| 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 | 60,906 | $2,619 萬 | 7.4% | +815+1.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 309,521 | $1,953 萬 | 5.5% | +1,049+0.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 128,198 | $1,756 萬 | 5.0% | +9,979+8.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 53,933 | $1,461 萬 | 4.1% | +2,375+4.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,576 | $1,309 萬 | 3.7% | +31+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 167,664 | $1,234 萬 | 3.5% | −2,797−1.6% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 62,753 | $1,088 萬 | 3.1% | +8,273+15.2% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 321,290 | $1,083 萬 | 3.1% | +76,178+31.1% | 加碼依 1 比 2 拆股換算 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 57,947 | $897.0 萬 | 2.5% | +4,463+8.3% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 207,486 | $780.1 萬 | 2.2% | −7,970−3.7% | 減碼 | – |
| CVXChevron Corp | Stock | 67,470 | $706.7 萬 | 2.0% | +3,396+5.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,811 | $623.0 萬 | 1.8% | +137+8.2% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,589 | $569.0 萬 | 1.6% | +294+2.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 36,514 | $567.9 萬 | 1.6% | +3,652+11.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,460 | $508.8 萬 | 1.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 1,957 | $477.9 萬 | 1.4% | +36+1.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 13,261 | $422.9 萬 | 1.2% | +1,620+13.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 16,326 | $381.7 萬 | 1.1% | +965+6.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,006 | $360.7 萬 | 1.0% | +311+3.6% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $336.6 萬 | 1.0% | +122,315 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 27,126 | $331.7 萬 | 0.9% | +3,295+13.8% | 加碼 | – |
| BACBank of America Corp | Stock | 73,677 | $303.8 萬 | 0.9% | +2,982+4.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,761 | $302.6 萬 | 0.9% | +1,142+9.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,787 | $299.8 萬 | 0.8% | +50+0.5% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 80,635 | $279.3 萬 | 0.8% | +7,177+9.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 35,211 | $273.8 萬 | 0.8% | +4,809+15.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 18,303 | $271.2 萬 | 0.8% | +1,053+6.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,706 | $265.3 萬 | 0.8% | +706+11.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 10,816 | $264.2 萬 | 0.7% | +921+9.3% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,016 | $261.5 萬 | 0.7% | +2,123+23.9% | 加碼 | – |
| ELEstee Lauder Companies Inc | CL A | 7,682 | $244.3 萬 | 0.7% | +199+2.7% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 18,328 | $239.1 萬 | 0.7% | +696+3.9% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,808 | $229.3 萬 | 0.6% | +473+10.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,866 | $228.4 萬 | 0.6% | +2,709+24.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 9,068 | $221.0 萬 | 0.6% | −1,692−15.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 23,853 | $220.8 萬 | 0.6% | +2,949+14.1% | 加碼依 2 比 1 拆股換算 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 18,567 | $220.4 萬 | 0.6% | +1,571+9.2% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 11,362 | $217.8 萬 | 0.6% | +1,335+13.3% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,670 | $214.9 萬 | 0.6% | +257+7.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 11,512 | $212.0 萬 | 0.6% | +963+9.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 8,611 | $208.7 萬 | 0.6% | +566+7.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,508 | $203.8 萬 | 0.6% | +577+8.3% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 19,264 | $199.5 萬 | 0.6% | +5,548+40.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,684 | $197.6 萬 | 0.6% | −58−1.0% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 12,101 | $196.7 萬 | 0.6% | +2,040+20.3% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 7,252 | $195.9 萬 | 0.6% | +665+10.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,668 | $193.3 萬 | 0.5% | +2,014+20.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 33,775 | $192.6 萬 | 0.5% | +2,318+7.4% | 加碼 | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 40,354 | $188.5 萬 | 0.5% | −13,746−25.4% | 減碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 102,750 | $186.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 16,535 | $186.3 萬 | 0.5% | +955+6.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 3,261 | $184.6 萬 | 0.5% | +239+7.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 32,591 | $182.6 萬 | 0.5% | +4,013+14.0% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 29,480 | $178.1 萬 | 0.5% | +4,315+17.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 7,745 | $177.6 萬 | 0.5% | +1,091+16.4% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 12,136 | $175.2 萬 | 0.5% | +4,325+55.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,568 | $171.4 萬 | 0.5% | +26+0.1% | 加碼 | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 47,312 | $167.9 萬 | 0.5% | −9,950−17.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 11,849 | $167.1 萬 | 0.5% | +556+4.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,445 | $163.3 萬 | 0.5% | +787+11.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 588 | $147.4 萬 | 0.4% | +113+23.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,788 | $136.7 萬 | 0.4% | +2,907+12.7% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 10,669 | $136.6 萬 | 0.4% | +4,982+87.6% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 10,344 | $134.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 33,877 | $133.3 萬 | 0.4% | +769+2.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 35,704 | $128.0 萬 | 0.4% | +35,704 | 新進 | – |
| KOCoca Cola Co | Stock | 23,537 | $127.4 萬 | 0.4% | +5,697+31.9% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 12,339 | $122.6 萬 | 0.3% | −301−2.4% | 減碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 6,104 | $119.9 萬 | 0.3% | −373−5.8% | 減碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 7,698 | $118.9 萬 | 0.3% | +786+11.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,635 | $116.6 萬 | 0.3% | +1,385+26.4% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,562 | $112.7 萬 | 0.3% | +10.0% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,785 | $108.9 萬 | 0.3% | +145+4.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,563 | $105.4 萬 | 0.3% | +152+3.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,313 | $105.1 萬 | 0.3% | +26+2.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,993 | $103.6 萬 | 0.3% | +1,179+20.3% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 42,110 | $101.6 萬 | 0.3% | +1,840+4.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,673 | $101.1 萬 | 0.3% | +364+15.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,553 | $99.2 萬 | 0.3% | +1,408+19.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,208 | $96.6 萬 | 0.3% | +463+12.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,953 | $93.8 萬 | 0.3% | +1,294+22.9% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 15,489 | $91.6 萬 | 0.3% | +2,348+17.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,192 | $91.5 萬 | 0.3% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 7,161 | $88.9 萬 | 0.3% | +1,679+30.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,697 | $87.4 萬 | 0.2% | −250−6.3% | 減碼 | – |
| NKENIKE, Inc. | Stock | 5,610 | $86.7 萬 | 0.2% | +408+7.8% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7,939 | $82.3 萬 | 0.2% | +7,939 | 新進 | – |
| BLKBlackRock, Inc. | COM | 902 | $78.9 萬 | 0.2% | +112+14.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,300 | $78.0 萬 | 0.2% | +200+2.5% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $77.9 萬 | 0.2% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 6,935 | $76.3 萬 | 0.2% | +271+4.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 4,665 | $74.1 萬 | 0.2% | +380+8.9% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 3,437 | $73.1 萬 | 0.2% | +210+6.5% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 66,753 | $71.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 30,014 | $70.4 萬 | 0.2% | +1,446+5.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,784 | $70.1 萬 | 0.2% | +23+0.5% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 17,742 | $69.5 萬 | 0.2% | +4,525+34.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,808 | $67.5 萬 | 0.2% | +1,409+15.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,305 | $66.8 萬 | 0.2% | +120+2.3% | 加碼 | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 5,950 | $65.3 萬 | 0.2% | 00.0% | 不變 | – |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 6,714 | $163.3 萬 | 0.5% | 歷史 |
| VLOValero Energy Corp | Stock | 3,727 | $26.7 萬 | 0.1% | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 10,250 | $22.2 萬 | 0.1% | – |
| ORBCOMM Inc.68555P100 | COM | 11,000 | $8.40 萬 | <0.1% | – |