Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/23 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 191
- 較 2022 年第 3 季 +5
- 總值
- $3.88 億
- 較 2022 年第 3 季 +$3,303 萬 (+9.3%)
| 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 | 94,146 | $3,617 萬 | 9.3% | +8,030+9.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 275,219 | $3,036 萬 | 7.8% | −32,560−10.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 115,273 | $1,498 萬 | 3.9% | −2,663−2.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 57,187 | $1,371 萬 | 3.5% | +110+0.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 387,604 | $1,341 萬 | 3.5% | +7,998+2.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 183,510 | $1,323 萬 | 3.4% | +9,730+5.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,761 | $1,023 萬 | 2.6% | +326+1.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,879 | $954.8 萬 | 2.5% | −428−0.7% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 62,924 | $787.2 萬 | 2.0% | −95,745−60.3% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,456 | $774.0 萬 | 2.0% | +527+0.3% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 14,631 | $647.9 萬 | 1.7% | +2,046+16.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 47,994 | $643.6 萬 | 1.7% | +3,160+7.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,622 | $556.6 萬 | 1.4% | +1,126+6.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,344 | $548.4 萬 | 1.4% | +48+0.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 48,297 | $535.9 萬 | 1.4% | +654+1.4% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 86,255 | $530.6 萬 | 1.4% | +453+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 59,055 | $496.1 萬 | 1.3% | +8,151+16.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,957 | $476.9 萬 | 1.2% | +1,772+8.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,671 | $462.1 萬 | 1.2% | +7,639+50.8% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 38,764 | $451.2 萬 | 1.2% | +146+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,416 | $429.9 萬 | 1.1% | +679+7.8% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 20,439 | $423.2 萬 | 1.1% | +2,387+13.2% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,935 | $416.5 萬 | 1.1% | +190+4.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 46,644 | $411.5 萬 | 1.1% | +1,716+3.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 25,089 | $393.8 萬 | 1.0% | +4,183+20.0% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 28,293 | $383.6 萬 | 1.0% | +2,592+10.1% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 63,248 | $370.0 萬 | 1.0% | +39,855+170.4% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 136,212 | $367.8 萬 | 0.9% | +48,206+54.8% | 加碼 | – |
| PXDPioneer Natural Resources Co | COM | 15,607 | $356.4 萬 | 0.9% | +312+2.0% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 97,284 | $348.9 萬 | 0.9% | −1,174−1.2% | 減碼 | – |
| TTTrane Technologies plc | SHS | 19,133 | $321.6 萬 | 0.8% | +2,860+17.6% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 17,962 | $320.1 萬 | 0.8% | +1,996+12.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,885 | $315.9 萬 | 0.8% | −134−0.7% | 減碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $301.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 27,561 | $282.7 萬 | 0.7% | +6,555+31.2% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 11,285 | $280.0 萬 | 0.7% | +1,916+20.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,996 | $273.7 萬 | 0.7% | −4,231−16.1% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 8,086 | $270.8 萬 | 0.7% | +2,088+34.8% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,720 | $268.8 萬 | 0.7% | +3,300+60.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,487 | $261.7 萬 | 0.7% | −101−0.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,108 | $260.0 萬 | 0.7% | −107−1.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 74,559 | $246.9 萬 | 0.6% | −374−0.5% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 11,787 | $241.5 萬 | 0.6% | +1,135+10.7% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 7,035 | $236.7 萬 | 0.6% | +1,303+22.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,668 | $227.7 萬 | 0.6% | −11−0.1% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 10,683 | $226.3 萬 | 0.6% | +2,130+24.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 15,105 | $200.3 萬 | 0.5% | +2,611+20.9% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 11,701 | $200.2 萬 | 0.5% | +1,341+12.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,885 | $196.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 8,846 | $189.6 萬 | 0.5% | −1,010−10.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 53,217 | $186.1 萬 | 0.5% | +12,541+30.8% | 加碼 | 歷史 |
| KRPKimbell Royalty Partners, LP | UNIT | 111,399 | $186.0 萬 | 0.5% | +12,120+12.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,829 | $179.3 萬 | 0.5% | −233−1.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,654 | $177.8 萬 | 0.5% | −58−1.6% | 減碼 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 60,363 | $174.1 萬 | 0.4% | +60,363 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 23,093 | $172.3 萬 | 0.4% | +436+1.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,497 | $170.5 萬 | 0.4% | −11,740−55.3% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 16,461 | $166.4 萬 | 0.4% | +16,461 | 新進 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,400 | $158.5 萬 | 0.4% | −81−1.1% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 17,655 | $156.7 萬 | 0.4% | −557−3.1% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 14,095 | $150.6 萬 | 0.4% | −555−3.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,631 | $148.4 萬 | 0.4% | −105−1.8% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,664 | $147.0 萬 | 0.4% | −75−0.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,496 | $143.1 萬 | 0.4% | −618−2.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 27,301 | $139.9 萬 | 0.4% | −641−2.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 28,366 | $135.1 萬 | 0.3% | −1,555−5.2% | 減碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 94,222 | $126.4 萬 | 0.3% | −6,257−6.2% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,018 | $124.5 萬 | 0.3% | +20.0% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 6,220 | $123.9 萬 | 0.3% | −258−4.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,554 | $116.5 萬 | 0.3% | +3,247+24.4% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 10,588 | $116.2 萬 | 0.3% | −62−0.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 5,188 | $114.4 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 6,019 | $111.2 萬 | 0.3% | +3,752+165.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 43,248 | $104.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 2,907 | $101.1 萬 | 0.3% | −17−0.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,747 | $97.7 萬 | 0.3% | −3,897−69.0% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $96.9 萬 | 0.2% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 9,479 | $95.7 萬 | 0.2% | −390−4.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,332 | $92.5 萬 | 0.2% | −187−2.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,432 | $90.6 萬 | 0.2% | −199−3.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,614 | $88.9 萬 | 0.2% | −133−7.6% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,177 | $86.9 萬 | 0.2% | +9,177 | 新進 | – |
| BLKBlackRock, Inc. | COM | 1,204 | $85.3 萬 | 0.2% | −123−9.3% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 6,398 | $82.5 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $81.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 3,075 | $81.6 萬 | 0.2% | −256−7.7% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 10,914 | $81.3 萬 | 0.2% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 4,461 | $77.5 萬 | 0.2% | +88+2.0% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,005 | $77.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,432 | $76.8 萬 | 0.2% | +684+4.3% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 11,425 | $76.1 萬 | 0.2% | −1,581−12.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,755 | $74.3 萬 | 0.2% | −344−4.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,109 | $74.1 萬 | 0.2% | −1,074−33.7% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $72.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,217 | $67.7 萬 | 0.2% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 5,772 | $67.5 萬 | 0.2% | −120−2.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 16,921 | $66.7 萬 | 0.2% | −8,617−33.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,845 | $65.8 萬 | 0.2% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 5,522 | $65.2 萬 | 0.2% | +40+0.7% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 3,863 | $65.0 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（11 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MNRLMNRL Sub Inc. | CL A COM | 58,303 | $143.8 萬 | 0.4% | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,273 | $55.3 萬 | 0.2% | – |
| METAMeta Platforms, Inc. | Stock | 3,738 | $50.7 萬 | 0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 1,436 | $38.1 萬 | 0.1% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,729 | $25.3 萬 | 0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,818 | $24.3 萬 | 0.1% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,070 | $24.2 萬 | 0.1% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,252 | $21.3 萬 | 0.1% | – |
| ULUnilever PLC | SPON ADR NEW | 4,560 | $20.0 萬 | 0.1% | 歷史 |
| TFFPTFF Pharmaceuticals, Inc. | COM | 11,500 | $4.70 萬 | <0.1% | 歷史 |
| CORZCore Scientific, Inc. | COMMON STOCK | 15,085 | $2.00 萬 | <0.1% | 歷史 |