Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/6 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 177
- 較 2023 年第 3 季 −1
- 總值
- $4.57 億
- 較 2023 年第 3 季 +$5,650 萬 (+14.1%)
| 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 | 90,047 | $4,301 萬 | 9.4% | −2,707−2.9% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 264,414 | $2,644 萬 | 5.8% | +485+0.2% | 加碼 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 1,265,675 | $2,179 萬 | 4.8% | +1,265,675 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 103,589 | $1,994 萬 | 4.4% | −174−0.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 52,479 | $1,973 萬 | 4.3% | +738+1.4% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 367,557 | $1,435 萬 | 3.1% | −10,763−2.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,063 | $1,429 萬 | 3.1% | −1,872−5.9% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 139,025 | $1,085 萬 | 2.4% | −25,488−15.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,373 | $1,063 萬 | 2.3% | −270.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 67,104 | $1,020 萬 | 2.2% | +1,101+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 53,029 | $902.0 萬 | 2.0% | +981+1.9% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 205,749 | $890.3 萬 | 1.9% | −617−0.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 50,762 | $709.1 萬 | 1.6% | −2,829−5.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,029 | $662.0 萬 | 1.4% | +171+1.7% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,996 | $659.4 萬 | 1.4% | −709−5.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,595 | $640.5 萬 | 1.4% | +157+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,913 | $627.2 萬 | 1.4% | +199+1.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 23,950 | $623.5 萬 | 1.4% | +664+2.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,641 | $611.3 萬 | 1.3% | +327+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,201 | $609.5 萬 | 1.3% | +1,225+4.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 49,088 | $535.2 萬 | 1.2% | +1,390+2.9% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 21,515 | $528.5 萬 | 1.2% | +443+2.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 8,830 | $526.8 萬 | 1.2% | +205+2.4% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 21,593 | $526.6 萬 | 1.2% | +481+2.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 18,682 | $491.6 萬 | 1.1% | +141+0.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 99,469 | $476.5 萬 | 1.0% | +324+0.3% | 加碼 | – |
| INBXInhibrx Biosciences, Inc. | COM | 122,315 | $464.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,802 | $456.2 萬 | 1.0% | +77+1.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 29,021 | $430.6 萬 | 0.9% | +485+1.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 9,692 | $427.0 萬 | 0.9% | +373+4.0% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 32,932 | $422.9 萬 | 0.9% | +1,256+4.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,169 | $417.9 萬 | 0.9% | +20.0% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 29,793 | $417.0 萬 | 0.9% | +1,089+3.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,331 | $410.6 萬 | 0.9% | +10.0% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 31,708 | $396.3 萬 | 0.9% | −5,272−14.3% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 23,951 | $353.1 萬 | 0.8% | +15,298+176.8% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,847 | $343.5 萬 | 0.8% | +768+5.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 77,503 | $339.9 萬 | 0.7% | +2,642+3.5% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 73,452 | $332.7 萬 | 0.7% | +2,488+3.5% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 14,354 | $322.8 萬 | 0.7% | +73+0.5% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 24,120 | $320.4 萬 | 0.7% | +826+3.5% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 19,891 | $289.7 萬 | 0.6% | +156+0.8% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 5,714 | $283.0 萬 | 0.6% | +22+0.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,524 | $260.8 萬 | 0.6% | +175+1.9% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 11,933 | $257.6 萬 | 0.6% | −416−3.4% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 75,485 | $254.2 萬 | 0.6% | −76−0.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,950 | $253.0 萬 | 0.6% | +84+0.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 11,288 | $248.2 萬 | 0.5% | +740+7.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,198 | $236.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 64,006 | $233.9 萬 | 0.5% | −13,663−17.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 14,838 | $232.6 萬 | 0.5% | −141−0.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,430 | $225.3 萬 | 0.5% | +4+0.1% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 12,669 | $215.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 27,689 | $211.1 萬 | 0.5% | −90−0.3% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 13,128 | $192.0 萬 | 0.4% | −624−4.5% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,696 | $178.0 萬 | 0.4% | +136+0.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 9,991 | $157.5 萬 | 0.3% | −334−3.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,375 | $153.5 萬 | 0.3% | −95−6.5% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,199 | $151.0 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $144.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,476 | $144.1 萬 | 0.3% | +256+4.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,795 | $143.5 萬 | 0.3% | −207−2.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 17,506 | $142.0 萬 | 0.3% | +1,300+8.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 53,248 | $140.3 萬 | 0.3% | +9,777+22.5% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 12,120 | $135.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,526 | $134.2 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,896 | $131.2 萬 | 0.3% | −72−2.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,222 | $130.9 萬 | 0.3% | +20.0% | 加碼 | – |
| MAMastercard Inc | Stock | 2,907 | $124.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 50,571 | $118.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 19,934 | $117.5 萬 | 0.3% | −266−1.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,250 | $117.5 萬 | 0.3% | −683−2.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,626 | $113.7 萬 | 0.2% | +967+14.5% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $113.1 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 5,405 | $103.3 萬 | 0.2% | −180−3.2% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 4,567 | $103.2 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $102.0 萬 | 0.2% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 9,302 | $101.0 萬 | 0.2% | −92−1.0% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $99.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,752 | $94.1 萬 | 0.2% | −226−3.8% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,120 | $90.9 萬 | 0.2% | −69−5.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,149 | $88.9 萬 | 0.2% | −17−0.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,818 | $88.2 萬 | 0.2% | −86−3.0% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,654 | $87.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,983 | $86.6 萬 | 0.2% | +197+11.0% | 加碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $84.3 萬 | 0.2% | −170.0% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,568 | $83.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $82.4 萬 | 0.2% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 9,096 | $76.5 萬 | 0.2% | −106−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,109 | $73.7 萬 | 0.2% | +301+10.7% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,047 | $72.5 萬 | 0.2% | −26−1.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,075 | $71.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 5,235 | $68.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 9,434 | $68.3 萬 | 0.1% | −26−0.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,632 | $66.8 萬 | 0.1% | −18−1.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $62.7 萬 | 0.1% | −336−14.3% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,575 | $62.4 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,641 | $61.5 萬 | 0.1% | −60−2.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,530 | $60.2 萬 | 0.1% | −75−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $60.0 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉（7 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KEYSKeysight Technologies, Inc. | Stock | 14,253 | $188.6 萬 | 0.5% | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,956 | $34.6 萬 | 0.1% | – |
| PLDPrologis, Inc. | REIT | 2,264 | $25.4 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 902 | $23.3 萬 | 0.1% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,223 | $23.0 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,259 | $20.4 萬 | 0.1% | – |
| TFFPTFF Pharmaceuticals, Inc. | COM | 11,577 | $4,052 | <0.1% | 歷史 |