Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/2 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 183
- 較 2023 年第 1 季 −5
- 總值
- $4.13 億
- 較 2023 年第 1 季 +$1,385 萬 (+3.5%)
| 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 | 92,899 | $4,141 萬 | 10.0% | −809−0.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 264,465 | $2,836 萬 | 6.9% | −4,760−1.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 102,562 | $1,989 萬 | 4.8% | −12,114−10.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 51,482 | $1,753 萬 | 4.2% | −6,215−10.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,122 | $1,424 萬 | 3.4% | +5,366+20.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 389,970 | $1,419 萬 | 3.4% | +203+0.1% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 175,344 | $1,303 萬 | 3.2% | −4,540−2.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,821 | $1,020 萬 | 2.5% | −523−0.8% | 減碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,456 | $852.7 萬 | 2.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 64,959 | $846.8 萬 | 2.0% | −1,099−1.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 51,074 | $742.8 萬 | 1.8% | +882+1.8% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 13,743 | $658.1 萬 | 1.6% | +379+2.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 53,122 | $635.9 萬 | 1.5% | +5,147+10.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,512 | $553.3 萬 | 1.3% | +920+8.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 22,928 | $544.5 萬 | 1.3% | −864−3.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,166 | $532.0 萬 | 1.3% | −1,216−4.8% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 17,051 | $529.7 萬 | 1.3% | −1,484−8.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 45,875 | $529.4 萬 | 1.3% | −2,414−5.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,252 | $527.9 萬 | 1.3% | −121−0.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,636 | $518.8 萬 | 1.3% | −18−0.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 38,747 | $475.0 萬 | 1.1% | −15,338−28.4% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 4,677 | $446.8 萬 | 1.1% | −301−6.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,683 | $424.6 萬 | 1.0% | +569+7.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 20,723 | $424.0 萬 | 1.0% | −1,062−4.9% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 86,198 | $398.1 萬 | 1.0% | +6,187+7.7% | 加碼 | – |
| TTTrane Technologies plc | SHS | 20,646 | $394.9 萬 | 1.0% | +350+1.7% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,398 | $388.7 萬 | 0.9% | +851+4.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,330 | $370.8 萬 | 0.9% | −577−2.6% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 9,087 | $364.3 萬 | 0.9% | +390+4.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 30,798 | $348.3 萬 | 0.8% | +420+1.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,213 | $338.3 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 19,469 | $337.7 萬 | 0.8% | +68+0.4% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 67,827 | $327.9 萬 | 0.8% | −4,812−6.6% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 27,676 | $322.7 萬 | 0.8% | −1,807−6.1% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 29,224 | $318.7 萬 | 0.8% | +288+1.0% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $317.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 13,741 | $308.9 萬 | 0.7% | +550+4.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 71,182 | $295.8 萬 | 0.7% | +3,044+4.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 22,618 | $285.3 萬 | 0.7% | +1,199+5.6% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 79,189 | $285.1 萬 | 0.7% | −13,922−15.0% | 減碼 | – |
| PXDPioneer Natural Resources Co | COM | 13,720 | $284.3 萬 | 0.7% | −66−0.5% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,350 | $280.1 萬 | 0.7% | −446−4.6% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 13,769 | $270.4 萬 | 0.7% | +839+6.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 28,579 | $269.6 萬 | 0.7% | +1,233+4.5% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 13,418 | $260.2 萬 | 0.6% | +773+6.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,096 | $257.9 萬 | 0.6% | −236−3.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,136 | $250.5 萬 | 0.6% | −2,664−15.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,910 | $239.1 萬 | 0.6% | −1,593−11.0% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 14,238 | $238.4 萬 | 0.6% | +979+7.4% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 10,051 | $226.1 萬 | 0.5% | +729+7.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,878 | $216.3 萬 | 0.5% | +323+1.8% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 73,402 | $210.6 萬 | 0.5% | −888−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,402 | $203.7 萬 | 0.5% | +21+0.3% | 加碼 | – |
| AMGNAmgen Inc | Stock | 8,208 | $182.2 萬 | 0.4% | −460−5.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 11,035 | $167.5 萬 | 0.4% | −1,268−10.3% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,560 | $166.1 萬 | 0.4% | +48+0.2% | 加碼 | – |
| WMTWalmart Inc. | Stock | 10,393 | $163.4 萬 | 0.4% | −3,592−25.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,311 | $151.7 萬 | 0.4% | −1,181−13.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 8,011 | $142.8 萬 | 0.3% | −263−3.2% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,220 | $140.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,045 | $140.2 萬 | 0.3% | −590−16.2% | 減碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 94,222 | $139.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,621 | $137.9 萬 | 0.3% | −1,013−18.0% | 減碼 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 52,043 | $136.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,219 | $127.8 萬 | 0.3% | +200+4.0% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 24,511 | $126.8 萬 | 0.3% | −3,698−13.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,453 | $126.0 萬 | 0.3% | −25−1.7% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 12,120 | $125.8 萬 | 0.3% | −2,250−15.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,205 | $122.5 萬 | 0.3% | −350−2.1% | 減碼 | – |
| KOCoca Cola Co | Stock | 20,347 | $122.5 萬 | 0.3% | −2,149−9.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,907 | $114.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 43,248 | $114.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 7,073 | $111.3 萬 | 0.3% | −573−7.5% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,776 | $106.4 萬 | 0.3% | −1,138−10.4% | 減碼 | – |
| NKENIKE, Inc. | Stock | 9,382 | $103.5 萬 | 0.3% | +3,610+62.5% | 加碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $102.2 萬 | 0.2% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,641 | $98.4 萬 | 0.2% | +400+4.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $97.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 9,297 | $91.1 萬 | 0.2% | −50−0.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,594 | $88.5 萬 | 0.2% | −607−11.7% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,939 | $86.2 萬 | 0.2% | −29−1.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,614 | $84.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,204 | $83.2 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 22,663 | $83.1 萬 | 0.2% | −4,614−16.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,568 | $82.5 萬 | 0.2% | −3,020−28.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,950 | $79.6 萬 | 0.2% | −478−7.4% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,875 | $79.3 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,441 | $78.0 萬 | 0.2% | +9+0.1% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $77.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $76.6 萬 | 0.2% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 6,394 | $76.1 萬 | 0.2% | −21−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,085 | $74.0 萬 | 0.2% | +10+0.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,784 | $72.7 萬 | 0.2% | −539−23.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,352 | $66.6 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,845 | $64.3 萬 | 0.2% | 00.0% | 不變 | – |
| TXNTexas Instruments Inc | Stock | 3,545 | $63.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,367 | $60.4 萬 | 0.1% | −1,198−26.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,627 | $60.1 萬 | 0.1% | +277+20.5% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,716 | $59.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,975 | $56.7 萬 | 0.1% | +247+14.3% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（9 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SYYSysco Corp | Stock | 7,123 | $55.0 萬 | 0.1% | 歷史 |
| CLColgate Palmolive Co | Stock | 4,675 | $35.1 萬 | 0.1% | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,724 | $31.2 萬 | 0.1% | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 4,211 | $30.2 萬 | 0.1% | – |
| DISWalt Disney Co | Stock | 2,832 | $28.4 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 2,623 | $27.6 萬 | 0.1% | 歷史 |
| RBBNRibbon Communications Inc. | COM | 64,866 | $22.2 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 2,458 | $21.4 萬 | 0.1% | 歷史 |
| GISGeneral Mills Inc | Stock | 2,405 | $20.6 萬 | 0.1% | 歷史 |