Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/2 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 188
- 較 2022 年第 4 季 −3
- 總值
- $3.99 億
- 較 2022 年第 4 季 +$1,146 萬 (+3.0%)
| 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 | 93,708 | $3,852 萬 | 9.6% | −438−0.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 269,225 | $2,952 萬 | 7.4% | −5,994−2.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 114,676 | $1,891 萬 | 4.7% | −597−0.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 57,697 | $1,663 萬 | 4.2% | +510+0.9% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 389,767 | $1,457 萬 | 3.6% | +2,163+0.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 179,884 | $1,308 萬 | 3.3% | −3,626−2.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 26,756 | $1,095 萬 | 2.7% | −50.0% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 63,344 | $975.6 萬 | 2.4% | +465+0.7% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,456 | $786.0 萬 | 2.0% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 66,058 | $682.3 萬 | 1.7% | +7,003+11.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 54,085 | $669.1 萬 | 1.7% | −8,839−14.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 50,192 | $654.1 萬 | 1.6% | +2,198+4.6% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 13,364 | $612.6 萬 | 1.5% | −1,267−8.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,535 | $547.0 萬 | 1.4% | +913+5.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 23,792 | $536.4 萬 | 1.3% | +835+3.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,382 | $535.4 萬 | 1.3% | +2,711+12.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 48,289 | $513.7 萬 | 1.3% | −80.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 10,592 | $500.6 萬 | 1.3% | +248+2.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 47,975 | $497.6 萬 | 1.2% | +1,331+2.9% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,654 | $479.7 萬 | 1.2% | +238+2.5% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,373 | $451.9 萬 | 1.1% | +1,284+5.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,785 | $438.4 萬 | 1.1% | +1,346+6.6% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,978 | $422.6 萬 | 1.1% | +43+0.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 29,483 | $397.5 萬 | 1.0% | −9,281−23.9% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 20,296 | $373.4 萬 | 0.9% | +1,163+6.1% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 72,639 | $367.6 萬 | 0.9% | −13,616−15.8% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 80,011 | $361.4 萬 | 0.9% | +68,631+603.1% | 加碼 | – |
| DEODiageo PLC | SPON ADR NEW | 19,401 | $351.5 萬 | 0.9% | +1,439+8.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 17,547 | $350.6 萬 | 0.9% | +2,442+16.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,907 | $330.8 萬 | 0.8% | −89−0.4% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 93,111 | $330.3 萬 | 0.8% | −4,173−4.3% | 減碼 | – |
| ALLAllstate Corp | Stock | 28,936 | $320.6 萬 | 0.8% | +643+2.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 12,930 | $318.7 萬 | 0.8% | +1,645+14.6% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 30,378 | $316.8 萬 | 0.8% | +2,817+10.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,114 | $312.7 萬 | 0.8% | +1,079+15.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 8,697 | $299.9 萬 | 0.8% | +611+7.6% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 13,786 | $281.6 萬 | 0.7% | −1,821−11.7% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,796 | $281.3 萬 | 0.7% | +1,076+12.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,800 | $275.9 萬 | 0.7% | −85−0.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 14,503 | $264.4 萬 | 0.7% | +16+0.1% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 13,191 | $262.4 萬 | 0.7% | +1,404+11.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 12,645 | $258.4 萬 | 0.6% | +1,962+18.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 68,138 | $258.3 萬 | 0.6% | +14,921+28.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,210 | $247.6 萬 | 0.6% | +102+1.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 21,419 | $242.1 萬 | 0.6% | +4,958+30.1% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $230.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 27,346 | $226.2 萬 | 0.6% | +4,253+18.4% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 13,259 | $214.1 萬 | 0.5% | +1,558+13.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 74,290 | $212.5 萬 | 0.5% | −269−0.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,668 | $209.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 13,985 | $206.2 萬 | 0.5% | +100+0.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,303 | $182.9 萬 | 0.5% | +474+4.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,555 | $182.6 萬 | 0.5% | −100−0.6% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,381 | $180.3 萬 | 0.5% | −19−0.3% | 減碼 | – |
| STESTERIS plc | SHS USD | 9,322 | $178.3 萬 | 0.4% | +3,303+54.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,332 | $175.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,635 | $171.8 萬 | 0.4% | −19−0.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 8,492 | $162.3 萬 | 0.4% | −354−4.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 5,634 | $157.5 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,274 | $151.6 萬 | 0.4% | −390−4.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,512 | $150.2 萬 | 0.4% | −39,736−62.8% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 28,209 | $147.5 萬 | 0.4% | −157−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 22,496 | $139.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 14,370 | $134.0 萬 | 0.3% | +275+2.0% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 94,222 | $131.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 7,646 | $124.8 萬 | 0.3% | −1,851−19.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,220 | $124.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,019 | $119.7 萬 | 0.3% | +10.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,555 | $119.3 萬 | 0.3% | +10.0% | 加碼 | – |
| STRSitio Royalties Corp. | CLASS A COM | 52,043 | $117.6 萬 | 0.3% | −8,320−13.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 43,248 | $112.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 27,277 | $111.3 萬 | 0.3% | −24−0.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,588 | $107.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 2,907 | $105.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 10,914 | $101.3 萬 | 0.3% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 5,201 | $101.0 萬 | 0.3% | +13+0.3% | 加碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $98.5 萬 | 0.2% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 4,990 | $98.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,478 | $94.8 萬 | 0.2% | −269−15.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,614 | $93.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 9,347 | $91.5 萬 | 0.2% | −132−1.4% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,565 | $88.6 萬 | 0.2% | +104+2.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,323 | $87.4 萬 | 0.2% | +214+10.1% | 加碼 | – |
| MSIMotorola Solutions, Inc. | Stock | 2,968 | $84.9 萬 | 0.2% | −37−1.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,428 | $84.3 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,415 | $81.8 萬 | 0.2% | −340−5.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,241 | $80.8 萬 | 0.2% | −600−6.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,201 | $80.3 萬 | 0.2% | −3−0.2% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,432 | $78.6 萬 | 0.2% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 5,786 | $78.2 萬 | 0.2% | −612−9.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,075 | $77.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $76.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,868 | $75.8 萬 | 0.2% | −557−4.9% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $70.8 萬 | 0.2% | −74−2.3% | 減碼 | – |
| NKENIKE, Inc. | Stock | 5,772 | $70.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 3,667 | $70.2 萬 | 0.2% | −196−5.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 17,175 | $66.8 萬 | 0.2% | +254+1.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,545 | $65.9 萬 | 0.2% | +121+3.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 34,032 | $65.5 萬 | 0.2% | −824−2.4% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,845 | $62.7 萬 | 0.2% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（8 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V803 | HDG MSCI EAFE | 136,212 | $367.8 萬 | 0.9% | – |
| KRPKimbell Royalty Partners, LP | UNIT | 111,399 | $186.0 萬 | 0.5% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 10,230 | $33.7 萬 | 0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 2,362 | $30.0 萬 | 0.1% | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,669 | $24.4 萬 | 0.1% | – |
| KMIKinder Morgan, Inc. | Stock | 12,781 | $23.1 萬 | 0.1% | 歷史 |
| BANDBandwidth Inc. | COM CL A | 9,760 | $22.4 萬 | 0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 815 | $20.2 萬 | 0.1% | 歷史 |