Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/26 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 195
- 較 2022 年第 1 季 −16
- 總值
- $3.76 億
- 較 2022 年第 1 季 −$5,523 萬 (−12.8%)
| 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 | 90,997 | $3,450 萬 | 9.2% | +23,049+33.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 332,299 | $2,846 萬 | 7.6% | +25,198+8.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 119,448 | $1,633 萬 | 4.3% | −11,536−8.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 58,036 | $1,491 萬 | 4.0% | +1,085+1.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 372,675 | $1,279 萬 | 3.4% | +11,844+3.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 175,066 | $1,229 萬 | 3.3% | +2,390+1.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,411 | $996.4 萬 | 2.6% | −4,969−15.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,810 | $901.1 萬 | 2.4% | −4,432−6.6% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 205,929 | $773.5 萬 | 2.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 50,327 | $728.6 萬 | 1.9% | −300−0.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 53,208 | $565.1 萬 | 1.5% | +5,448+11.4% | 加碼依 20 比 1 拆股換算 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,974 | $536.5 萬 | 1.4% | +248+1.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,321 | $530.1 萬 | 1.4% | −313−2.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 47,032 | $529.6 萬 | 1.4% | +3,366+7.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,285 | $498.1 萬 | 1.3% | +22+1.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,643 | $483.9 萬 | 1.3% | +1,716+10.8% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 86,249 | $475.3 萬 | 1.3% | +1,851+2.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 38,489 | $456.8 萬 | 1.2% | +8,099+26.7% | 加碼 | – |
| VVisa Inc. | Stock | 22,660 | $446.2 萬 | 1.2% | +1,730+8.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 47,026 | $428.7 萬 | 1.1% | +3,274+7.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,912 | $427.1 萬 | 1.1% | +500+5.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 19,138 | $408.2 萬 | 1.1% | +2,810+17.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 29,293 | $372.4 萬 | 1.0% | −8,169−21.8% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 17,828 | $351.2 萬 | 0.9% | −4,048−18.5% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 100,382 | $336.8 萬 | 0.9% | +11,905+13.5% | 加碼 | – |
| PXDPioneer Natural Resources Co | COM | 14,866 | $331.6 萬 | 0.9% | +643+4.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 25,743 | $326.2 萬 | 0.9% | +3,218+14.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,031 | $320.1 萬 | 0.9% | +2,064+12.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 38,308 | $314.9 萬 | 0.8% | +1,523+4.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,726 | $298.6 萬 | 0.8% | +656+16.1% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 16,897 | $294.2 萬 | 0.8% | +1,854+12.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,932 | $288.2 萬 | 0.8% | +235+4.1% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 10,889 | $277.3 萬 | 0.7% | +1,065+10.8% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 86,634 | $275.7 萬 | 0.7% | −1,690−1.9% | 減碼 | – |
| ETNEaton Corp plc | Stock | 21,601 | $272.1 萬 | 0.7% | +969+4.7% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,495 | $268.2 萬 | 0.7% | +1,180+12.7% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 26,971 | $253.6 萬 | 0.7% | +4,317+19.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 7,471 | $251.8 萬 | 0.7% | +1,354+22.1% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 26,067 | $247.9 萬 | 0.7% | +944+3.8% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 11,162 | $242.2 萬 | 0.6% | +222+2.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,597 | $241.5 萬 | 0.6% | +404+6.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 74,789 | $232.8 萬 | 0.6% | −893−1.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,875 | $229.0 萬 | 0.6% | +611+4.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,995 | $226.8 萬 | 0.6% | +1,615+30.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,365 | $222.7 萬 | 0.6% | +1,983+17.4% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 16,547 | $214.9 萬 | 0.6% | +2,321+16.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,718 | $212.1 萬 | 0.6% | −250−2.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 933 | $204.1 萬 | 0.5% | +171+22.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 49,603 | $194.6 萬 | 0.5% | +4,648+10.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 10,297 | $179.0 萬 | 0.5% | +1,121+12.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,962 | $172.0 萬 | 0.5% | +2,131+21.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,019 | $168.8 萬 | 0.4% | −40−0.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,575 | $165.7 萬 | 0.4% | −146−1.9% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 3,828 | $164.6 萬 | 0.4% | +453+13.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,504 | $164.2 萬 | 0.4% | +603+4.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 6,591 | $158.5 萬 | 0.4% | +2,844+75.9% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 119,250 | $156.3 萬 | 0.4% | +6,500+5.8% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 10,950 | $150.9 萬 | 0.4% | +283+2.7% | 加碼 | 歷史 |
| MNRLMNRL Sub Inc. | CL A COM | 60,277 | $148.5 萬 | 0.4% | +21,127+54.0% | 加碼 | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 92,954 | $145.8 萬 | 0.4% | +30,329+48.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,614 | $142.3 萬 | 0.4% | −2,924−11.4% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,337 | $140.8 萬 | 0.4% | +39+0.2% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 15,716 | $140.5 萬 | 0.4% | +200+1.3% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $138.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 25,715 | $134.8 萬 | 0.4% | +3,348+15.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,327 | $131.5 萬 | 0.3% | +357+7.2% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 11,236 | $129.1 萬 | 0.3% | −18−0.2% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 25,397 | $127.2 萬 | 0.3% | −986−3.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 29,724 | $126.7 萬 | 0.3% | +2,821+10.5% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 24,122 | $122.4 萬 | 0.3% | −3,067−11.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,880 | $118.2 萬 | 0.3% | +1,218+12.6% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,016 | $118.1 萬 | 0.3% | +151+3.1% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 6,630 | $115.8 萬 | 0.3% | +1,417+27.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,257 | $111.1 萬 | 0.3% | −8,009−33.0% | 減碼 | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $107.2 萬 | 0.3% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 42,638 | $103.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 10,369 | $99.7 萬 | 0.3% | +1,521+17.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,412 | $97.2 萬 | 0.3% | −2,707−29.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,861 | $95.6 萬 | 0.3% | +307+6.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,746 | $94.9 萬 | 0.3% | +623+55.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,362 | $94.2 萬 | 0.3% | +2,406+251.7% | 加碼 | – |
| MAMastercard Inc | Stock | 2,977 | $93.9 萬 | 0.2% | +1,041+53.8% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,097 | $90.7 萬 | 0.2% | +1,366+23.8% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 6,800 | $89.0 萬 | 0.2% | −14−0.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,465 | $87.9 萬 | 0.2% | +1,055+43.8% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 10,914 | $87.3 萬 | 0.2% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 41,277 | $86.5 萬 | 0.2% | +41,277 | 新進 | 歷史 |
| ACCAmerican Campus Communities Inc | COM | 13,307 | $85.8 萬 | 0.2% | −9,084−40.6% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,470 | $85.7 萬 | 0.2% | +1,520+160.0% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,381 | $84.1 萬 | 0.2% | +214+18.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 12,938 | $80.3 萬 | 0.2% | +1,395+12.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,689 | $80.3 萬 | 0.2% | +1,063+23.0% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,363 | $79.6 萬 | 0.2% | +620+16.6% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,533 | $77.9 萬 | 0.2% | +148+1.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,506 | $76.3 萬 | 0.2% | −2,268−33.5% | 減碼 | – |
| CMECME Group Inc. | COM | 3,628 | $74.3 萬 | 0.2% | +253+7.5% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,581 | $73.3 萬 | 0.2% | +90+0.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $72.9 萬 | 0.2% | +2,186+78.0% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 32,500 | $67.9 萬 | 0.2% | +20,000+160.0% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 17,935 | $67.1 萬 | 0.2% | +1,450+8.8% | 加碼 | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| VTNRVertex Energy Inc. | COM | – | $21.0 萬 |
2022 年第 1 季之後清倉（24 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 12,583 | $444.1 萬 | 1.0% | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 8,050 | $81.5 萬 | 0.2% | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 3,638 | $81.1 萬 | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,084 | $58.8 萬 | 0.1% | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 17,602 | $58.6 萬 | 0.1% | – |
| BANDBandwidth Inc. | COM CL A | 9,760 | $31.6 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 3,865 | $30.1 萬 | 0.1% | 歷史 |
| VFCV F Corp | Stock | 5,117 | $29.1 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 2,170 | $28.6 萬 | 0.1% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,386 | $26.8 萬 | 0.1% | – |
| LINLinde PLC | SHS | 824 | $26.3 萬 | 0.1% | 歷史 |
| DEDeere & Co | Stock | 620 | $25.8 萬 | 0.1% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,289 | $23.9 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 628 | $23.5 萬 | 0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,810 | $23.2 萬 | 0.1% | – |
| CCitigroup Inc | Stock | 4,236 | $22.6 萬 | 0.1% | 歷史 |
| ORCLOracle Corp | Stock | 2,710 | $22.4 萬 | 0.1% | 歷史 |
| AROCArchrock, Inc. | COM | 23,800 | $22.0 萬 | 0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 1,837 | $21.8 萬 | 0.1% | 歷史 |
| EQIXEquinix Inc | COM | 289 | $21.4 萬 | <0.1% | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 1,000 | $20.9 萬 | <0.1% | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 3,550 | $20.8 萬 | <0.1% | – |
| SBUXStarbucks Corp | Stock | 2,231 | $20.3 萬 | <0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 10,903 | $15.9 萬 | <0.1% | 歷史 |