Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/2 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 175
- 較 2024 年第 1 季 −1
- 總值
- $5.61 億
- 較 2024 年第 1 季 +$2,829 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,677,490 | $5,336 萬 | 9.5% | +548,620+25.8% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 94,383 | $5,165 萬 | 9.2% | +2,623+2.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 316,090 | $3,639 萬 | 6.5% | +52,590+20.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 53,462 | $2,389 萬 | 4.3% | +373+0.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 99,637 | $2,099 萬 | 3.7% | −4,181−4.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 33,086 | $1,801 萬 | 3.2% | +2,324+7.6% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 401,495 | $1,764 萬 | 3.1% | +30,943+8.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 69,972 | $1,352 萬 | 2.4% | +1,950+2.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 66,773 | $1,219 萬 | 2.2% | +1,135+1.7% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 135,923 | $1,141 萬 | 2.0% | −1,286−0.9% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 56,232 | $1,137 萬 | 2.0% | +1,311+2.4% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,249 | $1,026 萬 | 1.8% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 54,317 | $989.4 萬 | 1.8% | +2,303+4.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,925 | $928.6 萬 | 1.7% | +249+2.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 28,187 | $883.8 萬 | 1.6% | +815+3.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 23,253 | $764.8 萬 | 1.4% | +881+3.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 58,014 | $716.7 萬 | 1.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,793 | $684.5 萬 | 1.2% | −113−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 27,998 | $677.8 萬 | 1.2% | +730+2.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 54,189 | $670.9 萬 | 1.2% | +2,591+5.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,070 | $665.6 萬 | 1.2% | +465+3.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 25,140 | $659.9 萬 | 1.2% | +228+0.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,306 | $630.2 萬 | 1.1% | +283+1.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,900 | $624.7 萬 | 1.1% | −213−3.0% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 5,355 | $565.5 萬 | 1.0% | +314+6.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 23,896 | $540.7 萬 | 1.0% | +1,575+7.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 108,575 | $536.6 萬 | 1.0% | +3,469+3.3% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 9,413 | $522.9 萬 | 0.9% | +226+2.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 32,030 | $511.4 萬 | 0.9% | +111+0.3% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 29,447 | $510.9 萬 | 0.9% | −452−1.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 37,063 | $507.4 萬 | 0.9% | +2,827+8.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 19,369 | $498.0 萬 | 0.9% | +150+0.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 10,985 | $489.9 萬 | 0.9% | +915+9.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 21,332 | $482.6 萬 | 0.9% | +10.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 25,581 | $414.9 萬 | 0.7% | +748+3.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 32,301 | $410.8 萬 | 0.7% | +896+2.9% | 加碼 | – |
| DVNDevon Energy Corp | Stock | 83,189 | $394.3 萬 | 0.7% | +2,566+3.2% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 25,775 | $384.2 萬 | 0.7% | +125+0.5% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 16,107 | $340.6 萬 | 0.6% | +381+2.4% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 85,367 | $334.3 萬 | 0.6% | −2,170−2.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,604 | $322.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AMTAmerican Tower Corp | REIT | 16,188 | $314.7 萬 | 0.6% | +3,987+32.7% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 13,790 | $302.7 萬 | 0.5% | +1,848+15.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 75,485 | $300.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,604 | $299.5 萬 | 0.5% | +2,638+29.4% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 23,621 | $297.8 萬 | 0.5% | +792+3.5% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 31,617 | $292.0 萬 | 0.5% | +846+2.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 43,237 | $275.2 萬 | 0.5% | +24,361+129.1% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,276 | $265.2 萬 | 0.5% | −115−1.6% | 減碼 | – |
| AMGNAmgen Inc | Stock | 8,008 | $250.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 64,054 | $247.9 萬 | 0.4% | +240.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,383 | $222.0 萬 | 0.4% | +8+0.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,737 | $219.7 萬 | 0.4% | +19+0.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 14,468 | $211.5 萬 | 0.4% | +234+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,682 | $209.2 萬 | 0.4% | +3,008+31.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 12,590 | $207.7 萬 | 0.4% | −29−0.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 30,248 | $204.8 萬 | 0.4% | +270+0.9% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $163.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 12,669 | $156.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18,732 | $153.5 萬 | 0.3% | +100+0.5% | 加碼 | – |
| ELEstee Lauder Companies Inc | CL A | 14,415 | $153.4 萬 | 0.3% | +472+3.4% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 52,848 | $153.2 萬 | 0.3% | −240.0% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 7,130 | $152.2 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,473 | $145.6 萬 | 0.3% | +250+4.8% | 加碼 | – |
| CVXChevron Corp | Stock | 9,294 | $145.4 萬 | 0.3% | +1,836+24.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,444 | $142.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $138.7 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 2,919 | $128.8 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,861 | $126.0 萬 | 0.2% | +231+4.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,149 | $122.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STRSitio Royalties Corp. | CLASS A COM | 50,571 | $119.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 4,661 | $118.9 萬 | 0.2% | +92+2.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,860 | $118.6 萬 | 0.2% | +1,121+19.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,538 | $115.7 萬 | 0.2% | +41+0.9% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,010 | $114.4 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 39,436 | $110.3 萬 | 0.2% | +23,958+154.8% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,844 | $109.8 萬 | 0.2% | +45+1.6% | 加碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $108.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,992 | $106.8 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,099 | $105.8 萬 | 0.2% | +37+1.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,104 | $105.2 萬 | 0.2% | +234+12.5% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 21,918 | $104.1 萬 | 0.2% | −1,346−5.8% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 61,054 | $99.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,143 | $93.5 萬 | 0.2% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,661 | $91.9 萬 | 0.2% | +7+0.4% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,962 | $91.7 萬 | 0.2% | −899−31.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,147 | $90.3 萬 | 0.2% | +26+2.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,834 | $87.9 萬 | 0.2% | +2+0.1% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 7,615 | $79.1 萬 | 0.1% | +47+0.6% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,082 | $77.0 萬 | 0.1% | +7+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $75.4 萬 | 0.1% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 9,161 | $69.0 萬 | 0.1% | −141−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $68.6 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,605 | $67.1 萬 | 0.1% | +30+0.7% | 加碼 | – |
| TAT&T Inc. | Stock | 34,055 | $65.1 萬 | 0.1% | +4,526+15.3% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 5,235 | $64.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,655 | $63.4 萬 | 0.1% | +14+0.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,825 | $61.9 萬 | 0.1% | +70+4.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,103 | $60.4 萬 | 0.1% | −22−0.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,593 | $60.0 萬 | 0.1% | +44+1.7% | 加碼 | 歷史 |
2024 年第 1 季之後清倉（6 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | 15,249 | $400.3 萬 | 0.8% | 歷史 |
| INBXInhibrx Biosciences, Inc. | COM | 100,000 | $349.6 萬 | 0.7% | 歷史 |
| INTCIntel Corp | Stock | 6,582 | $29.1 萬 | 0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 603 | $20.9 萬 | <0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 1,966 | $20.8 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 600 | $20.0 萬 | <0.1% | 歷史 |