Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/19 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 186
- 較 2022 年第 2 季 −9
- 總值
- $3.55 億
- 較 2022 年第 2 季 −$2,105 萬 (−5.6%)
| 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 | 86,116 | $3,089 萬 | 8.7% | −4,881−5.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 307,779 | $2,687 萬 | 7.6% | −24,520−7.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 158,669 | $1,769 萬 | 5.0% | +120,180+312.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 117,936 | $1,630 萬 | 4.6% | −1,512−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 57,077 | $1,329 萬 | 3.7% | −959−1.7% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 379,606 | $1,197 萬 | 3.4% | +6,931+1.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 173,780 | $1,149 萬 | 3.2% | −1,286−0.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,435 | $944.2 萬 | 2.7% | +24+0.1% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 63,307 | $855.7 萬 | 2.4% | +497+0.8% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 205,929 | $775.5 萬 | 2.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 50,904 | $575.2 萬 | 1.6% | −2,304−4.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,296 | $520.0 萬 | 1.5% | −25−0.2% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 85,802 | $515.9 萬 | 1.5% | −447−0.5% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,585 | $505.5 萬 | 1.4% | −389−3.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 44,834 | $468.5 萬 | 1.3% | −2,198−4.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,496 | $455.2 萬 | 1.3% | −1,147−6.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 44,928 | $429.7 萬 | 1.2% | −772−1.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,737 | $412.6 萬 | 1.2% | −175−2.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 47,643 | $410.3 萬 | 1.2% | +617+1.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 38,618 | $383.6 萬 | 1.1% | +310+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 21,185 | $376.4 萬 | 1.1% | −1,475−6.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 18,052 | $351.7 萬 | 1.0% | −1,086−5.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,745 | $333.7 萬 | 0.9% | +19+0.4% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 15,295 | $331.2 萬 | 0.9% | +429+2.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 25,701 | $320.1 萬 | 0.9% | −42−0.2% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 98,458 | $315.2 萬 | 0.9% | −1,924−1.9% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,227 | $311.5 萬 | 0.9% | −3,066−10.5% | 減碼 | – |
| CVXChevron Corp | Stock | 21,237 | $305.1 萬 | 0.9% | −29,090−57.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,019 | $294.4 萬 | 0.8% | −12−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,032 | $282.6 萬 | 0.8% | −2,796−15.7% | 減碼 | – |
| ETNEaton Corp plc | Stock | 20,906 | $278.8 萬 | 0.8% | −695−3.2% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 15,966 | $271.1 萬 | 0.8% | −931−5.5% | 減碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 88,006 | $263.1 萬 | 0.7% | +1,372+1.6% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,644 | $250.6 萬 | 0.7% | −288−4.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,588 | $238.2 萬 | 0.7% | +1,223+9.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 16,273 | $235.7 萬 | 0.7% | −274−1.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,215 | $233.3 萬 | 0.7% | +220+3.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 74,933 | $226.3 萬 | 0.6% | +144+0.2% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $219.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 9,369 | $202.3 萬 | 0.6% | −1,520−14.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,679 | $195.6 萬 | 0.6% | −39−0.4% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 10,652 | $193.0 萬 | 0.5% | −510−4.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 21,006 | $189.8 萬 | 0.5% | −5,965−22.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 22,657 | $187.2 萬 | 0.5% | −3,410−13.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 8,553 | $183.6 萬 | 0.5% | −1,942−18.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,998 | $183.1 萬 | 0.5% | −1,473−19.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,885 | $180.1 萬 | 0.5% | +381+2.8% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 12,494 | $179.7 萬 | 0.5% | −1,381−10.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,212 | $175.1 萬 | 0.5% | −448−2.4% | 減碼依 20 比 1 拆股換算 | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 99,279 | $168.6 萬 | 0.5% | +6,325+6.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 9,856 | $164.6 萬 | 0.5% | −441−4.3% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 10,360 | $163.0 萬 | 0.5% | −590−5.4% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 5,732 | $157.7 萬 | 0.4% | −865−13.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,481 | $157.4 萬 | 0.4% | −94−1.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 12,062 | $152.3 萬 | 0.4% | +100+0.8% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 14,650 | $144.8 萬 | 0.4% | −1,066−6.8% | 減碼 | 歷史 |
| MNRLMNRL Sub Inc. | CL A COM | 58,303 | $143.8 萬 | 0.4% | −1,974−3.3% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,712 | $143.4 萬 | 0.4% | −116−3.0% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,393 | $135.3 萬 | 0.4% | +56+0.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 8,739 | $135.2 萬 | 0.4% | −1,280−12.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,736 | $132.3 萬 | 0.4% | +409+7.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 23,114 | $129.5 萬 | 0.4% | +500+2.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,420 | $126.1 萬 | 0.4% | −1,171−17.8% | 減碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 100,479 | $125.6 萬 | 0.4% | −18,771−15.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 27,942 | $122.3 萬 | 0.3% | +2,227+8.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,478 | $121.7 萬 | 0.3% | −152−2.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 29,921 | $119.7 萬 | 0.3% | +197+0.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 40,676 | $119.3 萬 | 0.3% | −8,927−18.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,016 | $112.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,183 | $104.5 萬 | 0.3% | +713+28.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 10,650 | $103.0 萬 | 0.3% | −230−2.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 43,248 | $102.8 萬 | 0.3% | +610+1.4% | 加碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $99.8 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 25,538 | $97.0 萬 | 0.3% | +1,416+5.9% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 5,186 | $94.3 萬 | 0.3% | +325+6.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 13,307 | $88.7 萬 | 0.2% | −2,950−18.1% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,747 | $88.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 6,396 | $87.0 萬 | 0.2% | −404−5.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,331 | $86.0 萬 | 0.2% | −134−3.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,924 | $83.1 萬 | 0.2% | −53−1.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 9,869 | $80.8 萬 | 0.2% | −500−4.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,099 | $80.2 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 10,914 | $80.1 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 6,519 | $79.1 萬 | 0.2% | +107+1.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,631 | $78.8 萬 | 0.2% | +942+16.6% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,748 | $75.8 萬 | 0.2% | +215+1.4% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 1,327 | $73.0 萬 | 0.2% | −54−3.9% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,006 | $71.3 萬 | 0.2% | +68+0.5% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,373 | $70.6 萬 | 0.2% | +10+0.2% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $69.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,758 | $69.2 萬 | 0.2% | −4,478−39.9% | 減碼 | – |
| CVSCVS Health Corp | Stock | 7,210 | $68.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 3,862 | $68.4 萬 | 0.2% | +234+6.4% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,004 | $67.3 萬 | 0.2% | +153+5.4% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $67.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 42,831 | $65.7 萬 | 0.2% | +1,554+3.8% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $63.5 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,804 | $63.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,845 | $58.7 萬 | 0.2% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 7,224 | $58.3 萬 | 0.2% | −198−2.7% | 減碼 | 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 | – | $6.20 萬 |
2022 年第 2 季之後清倉（11 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ACCAmerican Campus Communities Inc | COM | 13,307 | $85.8 萬 | 0.2% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 7,430 | $43.7 萬 | 0.1% | 歷史 |
| MAINMain Street Capital CORP | CEF | 9,000 | $34.7 萬 | 0.1% | 歷史 |
| VTNRVertex Energy Inc. | COM | 30,000 | $31.6 萬 | 0.1% | 歷史 |
| NVSNovartis AG | ADR | 2,601 | $22.0 萬 | 0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 1,202 | $21.5 萬 | 0.1% | 歷史 |
| CNICanadian National Railway Co | Stock | 1,900 | $21.4 萬 | 0.1% | 歷史 |
| GMGeneral Motors Co | COM | 6,615 | $21.0 萬 | 0.1% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,233 | $20.6 萬 | 0.1% | – |
| TROWPrice T Rowe Group Inc | Stock | 1,800 | $20.4 萬 | 0.1% | 歷史 |
| EOIEaton Vance Enhanced Equity Income Fund | COM | 10,000 | $14.8 萬 | <0.1% | 歷史 |