Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/10 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 176
- 較 2023 年第 4 季 −1
- 總值
- $5.32 億
- 較 2023 年第 4 季 +$7,574 萬 (+16.6%)
| 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 | 91,760 | $4,824 萬 | 9.1% | +1,713+1.9% | 加碼 | – |
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,128,870 | $4,816 萬 | 9.0% | +863,195+68.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 263,500 | $3,063 萬 | 5.8% | −914−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 53,089 | $2,234 萬 | 4.2% | +610+1.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 103,818 | $1,780 萬 | 3.3% | +229+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 30,762 | $1,609 萬 | 3.0% | +699+2.3% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 370,552 | $1,557 萬 | 2.9% | +2,995+0.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 68,022 | $1,227 萬 | 2.3% | +918+1.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 65,638 | $1,199 萬 | 2.3% | +3,265+5.2% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 137,209 | $1,147 萬 | 2.2% | −1,816−1.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 54,921 | $1,100 萬 | 2.1% | +1,892+3.6% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,249 | $984.2 萬 | 1.8% | +500+0.2% | 加碼 | – |
| ETNEaton Corp plc | Stock | 27,372 | $855.9 萬 | 1.6% | +777+2.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 52,014 | $785.1 萬 | 1.5% | +1,252+2.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,676 | $782.2 萬 | 1.5% | +647+6.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,906 | $718.1 萬 | 1.3% | −90−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 24,912 | $695.2 萬 | 1.3% | +962+4.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,023 | $691.4 萬 | 1.3% | +382+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,268 | $681.3 萬 | 1.3% | +1,067+4.1% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 51,598 | $680.8 萬 | 1.3% | +2,510+5.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 22,372 | $671.6 萬 | 1.3% | +779+3.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,605 | $623.6 萬 | 1.2% | +692+5.8% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 29,899 | $602.5 萬 | 1.1% | +878+3.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 19,219 | $578.8 萬 | 1.1% | +537+2.9% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 5,041 | $569.1 萬 | 1.1% | +239+5.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 7,113 | $553.3 萬 | 1.0% | −56−0.8% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 31,919 | $552.2 萬 | 1.0% | +2,126+7.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 22,321 | $548.9 萬 | 1.0% | +806+3.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 105,106 | $527.3 萬 | 1.0% | +5,637+5.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 5,799 | $524.0 萬 | 1.0% | +85+1.5% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 34,236 | $470.5 萬 | 0.9% | +1,304+4.0% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 9,187 | $463.6 萬 | 0.9% | +357+4.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 24,833 | $448.2 萬 | 0.8% | +882+3.7% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,331 | $444.3 萬 | 0.8% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 10,070 | $428.4 萬 | 0.8% | +378+3.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 31,405 | $412.2 萬 | 0.8% | −303−1.0% | 減碼 | – |
| FISVFiserv Inc | Stock | 25,650 | $409.9 萬 | 0.8% | +1,530+6.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 80,623 | $404.6 萬 | 0.8% | +7,171+9.8% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 15,249 | $400.3 萬 | 0.8% | +895+6.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 15,726 | $397.7 萬 | 0.7% | +879+5.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 87,537 | $379.5 萬 | 0.7% | +10,034+12.9% | 加碼 | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 100,000 | $349.6 萬 | 0.7% | −22,315−18.2% | 減碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 22,829 | $339.6 萬 | 0.6% | +2,938+14.8% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 30,771 | $294.0 萬 | 0.6% | +3,082+11.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 75,485 | $286.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 11,942 | $268.5 萬 | 0.5% | +654+5.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,604 | $268.0 萬 | 0.5% | −346−1.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,391 | $249.1 萬 | 0.5% | −39−0.5% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 64,030 | $248.9 萬 | 0.5% | +240.0% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 12,201 | $241.1 萬 | 0.5% | +268+2.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,008 | $227.7 萬 | 0.4% | −190−2.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,234 | $225.2 萬 | 0.4% | −604−4.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,619 | $220.8 萬 | 0.4% | −50−0.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 8,966 | $217.2 萬 | 0.4% | −558−5.9% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 13,943 | $214.9 萬 | 0.4% | +815+6.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,718 | $200.3 萬 | 0.4% | +22+0.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,375 | $182.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 29,978 | $180.4 萬 | 0.3% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,443 | $164.1 萬 | 0.3% | −33−0.5% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 12,669 | $162.7 萬 | 0.3% | +549+4.5% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $159.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18,632 | $158.5 萬 | 0.3% | +1,126+6.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 9,674 | $157.0 萬 | 0.3% | −121−1.2% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 52,872 | $154.3 萬 | 0.3% | −376−0.7% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,126 | $146.3 萬 | 0.3% | −73−1.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,223 | $141.3 萬 | 0.3% | +10.0% | 加碼 | – |
| MAMastercard Inc | Stock | 2,907 | $140.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,861 | $130.2 萬 | 0.2% | −35−1.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,497 | $126.8 萬 | 0.2% | −29−0.6% | 減碼 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 50,571 | $125.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $124.5 萬 | 0.2% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 4,569 | $118.4 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,458 | $117.6 萬 | 0.2% | −168−2.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 23,264 | $116.1 萬 | 0.2% | +14+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,630 | $115.8 萬 | 0.2% | +225+4.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 18,876 | $115.5 萬 | 0.2% | −1,058−5.3% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $111.8 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 5,739 | $109.6 萬 | 0.2% | −13−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,149 | $104.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,992 | $103.8 萬 | 0.2% | +883+28.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 2,062 | $100.1 萬 | 0.2% | +15+0.7% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,799 | $99.3 萬 | 0.2% | −19−0.7% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,990 | $98.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,654 | $96.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $96.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,121 | $93.4 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $90.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,870 | $89.9 萬 | 0.2% | −113−5.7% | 減碼 | – |
| NKENIKE, Inc. | Stock | 9,302 | $87.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,568 | $86.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,832 | $81.4 萬 | 0.2% | +200+12.3% | 加碼 | – |
| RTXRTX Corp | Stock | 8,146 | $79.4 萬 | 0.1% | −950−10.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,075 | $76.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $69.4 萬 | 0.1% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 5,235 | $68.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,575 | $67.6 萬 | 0.1% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,641 | $66.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $65.9 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,895 | $61.7 萬 | 0.1% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 8,784 | $61.5 萬 | 0.1% | −650−6.9% | 減碼 | 歷史 |
2023 年第 4 季之後清倉（4 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464289511 | 10+ YR INVST GRD | 10,841 | $57.1 萬 | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 1,073 | $25.9 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,050 | $20.8 萬 | <0.1% | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 415 | $20.1 萬 | <0.1% | – |