Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/2 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 203
- 較 2021 年第 3 季 +7
- 總值
- $4.11 億
- 較 2021 年第 3 季 +$5,247 萬 (+14.6%)
| 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 | 66,009 | $3,149 萬 | 7.7% | +3,158+5.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 130,464 | $2,317 萬 | 5.6% | +1,090+0.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 309,344 | $1,893 萬 | 4.6% | −2,492−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 54,080 | $1,819 萬 | 4.4% | +321+0.6% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,917 | $1,468 萬 | 3.6% | +320+1.0% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 169,143 | $1,368 萬 | 3.3% | −580−0.3% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 71,404 | $1,298 萬 | 3.2% | +5,047+7.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 323,515 | $1,126 萬 | 2.7% | −1,988−0.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 60,671 | $1,042 萬 | 2.5% | +627+1.0% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 207,790 | $863.2 萬 | 2.1% | +304+0.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 37,911 | $659.2 萬 | 1.6% | +215+0.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,900 | $633.5 萬 | 1.5% | +36+1.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,176 | $630.3 萬 | 1.5% | −13−0.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 14,544 | $603.6 萬 | 1.5% | +835+6.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 37,895 | $600.1 萬 | 1.5% | +531+1.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,027 | $587.4 萬 | 1.4% | +61+3.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 47,318 | $555.3 萬 | 1.3% | +197+0.4% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $534.1 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,546 | $479.3 萬 | 1.2% | +397+4.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,298 | $414.3 萬 | 1.0% | +420+6.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 30,638 | $395.6 萬 | 1.0% | +36+0.1% | 加碼 | – |
| VVisa Inc. | Stock | 18,194 | $394.3 萬 | 1.0% | +1,434+8.6% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 14,970 | $377.1 萬 | 0.9% | +775+5.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,669 | $373.7 萬 | 0.9% | +2,834+23.9% | 加碼 | – |
| DVNDevon Energy Corp | Stock | 82,916 | $365.2 萬 | 0.9% | +5,493+7.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,382 | $358.2 萬 | 0.9% | +377+7.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 19,993 | $345.5 萬 | 0.8% | +1,084+5.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 74,270 | $330.4 萬 | 0.8% | −75−0.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,723 | $320.7 萬 | 0.8% | −64−0.6% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 8,555 | $316.7 萬 | 0.8% | +485+6.0% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 84,384 | $298.1 萬 | 0.7% | +998+1.2% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 38,673 | $296.4 萬 | 0.7% | +2,027+5.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 22,869 | $296.3 萬 | 0.7% | +2,524+12.4% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 11,583 | $294.4 萬 | 0.7% | +510+4.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,695 | $292.3 萬 | 0.7% | +5,562+490.9% | 加碼 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 21,169 | $289.5 萬 | 0.7% | +1,597+8.2% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 12,899 | $284.0 萬 | 0.7% | +1,120+9.5% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 9,779 | $275.9 萬 | 0.7% | +829+9.3% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 70,650 | $269.8 萬 | 0.7% | +6,775+10.6% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 3,761 | $265.6 萬 | 0.6% | +295+8.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 12,956 | $261.7 萬 | 0.6% | +1,066+9.0% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 13,722 | $249.6 萬 | 0.6% | +1,429+11.6% | 加碼 | 歷史 |
| INFOIHS Markit Ltd. | SHS | 18,741 | $249.1 萬 | 0.6% | +1,527+8.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,431 | $246.6 萬 | 0.6% | +904+12.0% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 20,902 | $245.9 萬 | 0.6% | +1,824+9.6% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 26,965 | $242.2 萬 | 0.6% | +3,510+15.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,740 | $236.5 萬 | 0.6% | +211+2.8% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 13,688 | $234.2 萬 | 0.6% | −78−0.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,997 | $226.7 萬 | 0.6% | +144+3.7% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 35,193 | $225.2 萬 | 0.5% | +3,111+9.7% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 102,750 | $198.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,626 | $197.7 萬 | 0.5% | +25+0.1% | 加碼 | – |
| KEYSKeysight Technologies, Inc. | Stock | 9,464 | $195.4 萬 | 0.5% | +1,253+15.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,628 | $194.1 萬 | 0.5% | −50−0.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 38,273 | $192.6 萬 | 0.5% | +2,740+7.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,659 | $190.3 萬 | 0.5% | +40+0.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 11,038 | $188.7 萬 | 0.5% | −305−2.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 12,661 | $183.2 萬 | 0.4% | +215+1.7% | 加碼 | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 31,373 | $179.7 萬 | 0.4% | −1,257−3.9% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 12,058 | $178.7 萬 | 0.4% | −34−0.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,868 | $175.0 萬 | 0.4% | +98+1.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 590 | $170.7 萬 | 0.4% | −1−0.2% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 16,316 | $163.8 萬 | 0.4% | +200+1.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,616 | $162.3 萬 | 0.4% | −444−1.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,380 | $153.9 萬 | 0.4% | −87−1.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,133 | $151.0 萬 | 0.4% | −69−1.3% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 10,776 | $139.2 萬 | 0.3% | +20.0% | 加碼 | – |
| KOCoca Cola Co | Stock | 22,544 | $133.5 萬 | 0.3% | −768−3.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 11,564 | $132.8 萬 | 0.3% | −365−3.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 25,451 | $132.2 萬 | 0.3% | −4,897−16.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,914 | $130.9 萬 | 0.3% | +102+2.1% | 加碼 | – |
| Vanguard Industrials ETF92204A603 | ETF | 6,308 | $128.0 萬 | 0.3% | +4+0.1% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 4,623 | $123.9 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 7,040 | $122.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,621 | $121.3 萬 | 0.3% | +68+0.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 30,166 | $118.9 萬 | 0.3% | −1,979−6.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 4,205 | $116.2 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,818 | $116.2 萬 | 0.3% | +7+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,953 | $113.7 萬 | 0.3% | −225−3.1% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $113.5 萬 | 0.3% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,750 | $111.5 萬 | 0.3% | −50−0.6% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 21,433 | $108.2 萬 | 0.3% | +12,260+133.7% | 加碼 | – |
| PFEPfizer Inc | Stock | 18,094 | $106.8 萬 | 0.3% | −137−0.8% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 7,018 | $97.9 萬 | 0.2% | +17+0.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,263 | $97.0 萬 | 0.2% | −470−7.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,291 | $95.0 萬 | 0.2% | +607+36.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,651 | $94.2 萬 | 0.2% | +38+0.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,645 | $94.0 萬 | 0.2% | −57−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,637 | $92.6 萬 | 0.2% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 4,748 | $91.8 萬 | 0.2% | +16+0.3% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 8,029 | $86.3 萬 | 0.2% | +59+0.7% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $85.1 萬 | 0.2% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 917 | $84.0 萬 | 0.2% | +4+0.4% | 加碼 | 歷史 |
| MNRLMNRL Sub Inc. | CL A COM | 39,650 | $83.6 萬 | 0.2% | +2,000+5.3% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 37,693 | $82.8 萬 | 0.2% | −5,513−12.8% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,493 | $79.8 萬 | 0.2% | +10+0.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 7,463 | $77.0 萬 | 0.2% | −42−0.6% | 減碼 | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 36,256 | $76.8 萬 | 0.2% | +6,242+20.8% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 2,817 | $76.5 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,352 | $75.5 萬 | 0.2% | 00.0% | 不變 | – |
2021 年第 3 季之後清倉（4 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。