Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/11/13 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 178
- 較 2023 年第 2 季 −5
- 總值
- $4.00 億
- 較 2023 年第 2 季 −$1,315 萬 (−3.2%)
| 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 | 92,754 | $3,983 萬 | 10.0% | −145−0.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 263,929 | $3,103 萬 | 7.8% | −536−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 103,763 | $1,777 萬 | 4.4% | +1,201+1.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 51,741 | $1,634 萬 | 4.1% | +259+0.5% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,935 | $1,365 萬 | 3.4% | −187−0.6% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 378,320 | $1,324 萬 | 3.3% | −11,650−3.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 164,513 | $1,191 萬 | 3.0% | −10,831−6.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,400 | $969.6 萬 | 2.4% | −421−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 66,003 | $839.0 萬 | 2.1% | +1,044+1.6% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,366 | $824.6 萬 | 2.1% | −900.0% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 52,048 | $754.8 萬 | 1.9% | +974+1.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 53,591 | $701.3 萬 | 1.8% | +469+0.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 13,705 | $625.8 萬 | 1.6% | −38−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,714 | $590.6 萬 | 1.5% | +202+1.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,438 | $563.9 萬 | 1.4% | +186+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 9,858 | $556.9 萬 | 1.4% | +222+2.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 23,286 | $535.6 萬 | 1.3% | +358+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,314 | $523.1 萬 | 1.3% | +263+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 24,976 | $520.1 萬 | 1.3% | +810+3.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 47,698 | $491.1 萬 | 1.2% | +1,823+4.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,625 | $439.8 萬 | 1.1% | −58−0.7% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 99,145 | $433.5 萬 | 1.1% | +12,947+15.0% | 加碼 | – |
| MPCMarathon Petroleum Corp | Stock | 28,536 | $431.9 萬 | 1.1% | +860+3.1% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,725 | $429.4 萬 | 1.1% | +48+1.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,072 | $429.1 萬 | 1.1% | +349+1.7% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 21,112 | $428.4 萬 | 1.1% | +466+2.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 36,980 | $425.3 萬 | 1.1% | −1,767−4.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 7,167 | $385.0 萬 | 1.0% | −46−0.6% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,541 | $376.0 萬 | 0.9% | +143+0.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,330 | $349.7 萬 | 0.9% | 00.0% | 不變 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 31,676 | $348.5 萬 | 0.9% | +878+2.9% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 9,319 | $340.5 萬 | 0.9% | +232+2.6% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 70,964 | $338.5 萬 | 0.8% | +3,137+4.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 74,861 | $331.9 萬 | 0.8% | +3,679+5.2% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 14,281 | $327.8 萬 | 0.8% | +561+4.1% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 28,704 | $319.8 萬 | 0.8% | −520−1.8% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 19,735 | $294.4 萬 | 0.7% | +266+1.4% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,079 | $277.0 萬 | 0.7% | +338+2.5% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 77,669 | $269.7 萬 | 0.7% | −1,520−1.9% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 9,349 | $265.0 萬 | 0.7% | −10.0% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 23,294 | $263.1 萬 | 0.7% | +676+3.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,692 | $247.6 萬 | 0.6% | −404−6.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,866 | $235.6 萬 | 0.6% | −12−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,979 | $233.3 萬 | 0.6% | −157−1.0% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 10,548 | $231.4 萬 | 0.6% | +497+4.9% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $224.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 8,198 | $220.3 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,669 | $214.7 萬 | 0.5% | −241−1.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 75,561 | $206.9 萬 | 0.5% | +2,159+2.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 12,349 | $203.1 萬 | 0.5% | −1,069−8.0% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 13,752 | $198.8 萬 | 0.5% | −17−0.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,426 | $197.5 萬 | 0.5% | +24+0.3% | 加碼 | – |
| EWEdwards Lifesciences Corp | Stock | 27,779 | $192.5 萬 | 0.5% | −800−2.8% | 減碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 14,253 | $188.6 萬 | 0.5% | +15+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 10,325 | $165.1 萬 | 0.4% | −68−0.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,560 | $161.2 萬 | 0.4% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 10,002 | $145.9 萬 | 0.4% | −1,033−9.4% | 減碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $136.8 萬 | 0.3% | +3,000+3.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,194 | $132.9 萬 | 0.3% | −117−1.6% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,220 | $129.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,933 | $128.7 萬 | 0.3% | −578−2.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,220 | $122.7 萬 | 0.3% | +10.0% | 加碼 | – |
| STRSitio Royalties Corp. | CLASS A COM | 50,571 | $122.4 萬 | 0.3% | −1,472−2.8% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,470 | $122.1 萬 | 0.3% | +17+1.2% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 12,120 | $121.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,968 | $121.4 萬 | 0.3% | −77−2.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,523 | $119.2 萬 | 0.3% | −98−2.1% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 43,471 | $119.0 萬 | 0.3% | +223+0.5% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,206 | $115.8 萬 | 0.3% | +10.0% | 加碼 | – |
| MAMastercard Inc | Stock | 2,907 | $115.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 20,200 | $113.1 萬 | 0.3% | −147−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,659 | $112.3 萬 | 0.3% | −414−5.9% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $97.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $96.7 萬 | 0.2% | −560−5.7% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 5,585 | $95.8 萬 | 0.2% | −2,426−30.3% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,566 | $95.1 萬 | 0.2% | −28−0.6% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 9,394 | $89.8 萬 | 0.2% | +12+0.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 8,653 | $89.0 萬 | 0.2% | +12+0.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $87.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,071 | $85.7 萬 | 0.2% | +170.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,978 | $83.9 萬 | 0.2% | +28+0.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,654 | $83.7 萬 | 0.2% | +40+2.5% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,904 | $79.1 萬 | 0.2% | −35−1.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,189 | $76.9 萬 | 0.2% | −15−1.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,075 | $76.3 萬 | 0.2% | −10−0.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $73.8 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 7,568 | $73.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,786 | $70.2 萬 | 0.2% | +2+0.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 6,166 | $68.5 萬 | 0.2% | −228−3.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 20,566 | $68.2 萬 | 0.2% | −2,097−9.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 9,202 | $66.2 萬 | 0.2% | −95−1.0% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,460 | $65.7 萬 | 0.2% | −1,415−13.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,701 | $65.0 萬 | 0.2% | −15−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,352 | $64.0 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,073 | $62.2 萬 | 0.2% | +98+5.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,808 | $59.6 萬 | 0.1% | +540+23.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,650 | $59.1 萬 | 0.1% | +23+1.4% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,575 | $58.9 萬 | 0.1% | −270−5.6% | 減碼 | – |
| CMECME Group Inc. | COM | 2,878 | $57.6 萬 | 0.1% | −49−1.7% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,605 | $57.3 萬 | 0.1% | +60+1.7% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（12 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,441 | $78.0 萬 | 0.2% | – |
| ULUnilever PLC | SPON ADR NEW | 7,756 | $40.4 萬 | 0.1% | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 6,144 | $38.3 萬 | 0.1% | 歷史 |
| DGDollar General Corp | COM | 1,989 | $33.8 萬 | 0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,570 | $29.3 萬 | 0.1% | 歷史 |
| XYZBlock, Inc. | CL A | 3,557 | $23.7 萬 | 0.1% | 歷史 |
| YUMYum Brands Inc | Stock | 1,632 | $22.6 萬 | 0.1% | 歷史 |
| INVHInvitation Homes Inc. | COM | 6,253 | $21.5 萬 | 0.1% | 歷史 |
| AONAon plc | CL A | 604 | $20.9 萬 | 0.1% | 歷史 |
| CNICanadian National Railway Co | Stock | 1,700 | $20.6 萬 | <0.1% | 歷史 |
| TGTTarget Corp | Stock | 1,544 | $20.4 萬 | <0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,984 | $20.3 萬 | <0.1% | 歷史 |