Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 175
- 較 2024 年第 3 季 −1
- 總值
- $6.06 億
- 較 2024 年第 3 季 +$827.3 萬 (+1.4%)
| 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 | 105,987 | $6,239 萬 | 10.3% | +6,163+6.2% | 加碼 | – |
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,678,800 | $5,942 萬 | 9.8% | −1,346−0.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 312,330 | $3,360 萬 | 5.5% | −2,812−0.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 97,554 | $2,443 萬 | 4.0% | +1,185+1.2% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 473,052 | $2,342 萬 | 3.9% | +47,110+11.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 54,910 | $2,314 萬 | 3.8% | +2,014+3.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,003 | $1,993 萬 | 3.3% | +150.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 57,323 | $1,374 萬 | 2.3% | −392−0.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,860 | $1,231 萬 | 2.0% | −64−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 54,844 | $1,203 萬 | 2.0% | −12,737−18.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 58,713 | $1,111 萬 | 1.8% | +4,542+8.4% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 206,249 | $1,102 萬 | 1.8% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 122,026 | $1,083 萬 | 1.8% | −2,019−1.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 10,743 | $984.3 萬 | 1.6% | −37−0.3% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 34,160 | $902.3 萬 | 1.5% | +2,298+7.2% | 加碼 | – |
| ETNEaton Corp plc | Stock | 27,018 | $896.6 萬 | 1.5% | −690−2.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 26,195 | $827.9 萬 | 1.4% | +566+2.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 22,368 | $826.2 萬 | 1.4% | −639−2.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 57,926 | $777.9 萬 | 1.3% | −810−1.4% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,741 | $725.7 萬 | 1.2% | +72+0.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,899 | $675.3 萬 | 1.1% | +14,899 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,193 | $667.4 萬 | 1.1% | +115+0.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 19,638 | $656.6 萬 | 1.1% | −180−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,766 | $652.2 萬 | 1.1% | −2,137−11.3% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 33,459 | $645.0 萬 | 1.1% | +362+1.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 11,507 | $573.1 萬 | 0.9% | +252+2.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 38,243 | $569.9 萬 | 0.9% | +388+1.0% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 4,762 | $564.7 萬 | 0.9% | −466−8.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,223 | $552.4 萬 | 0.9% | −246−1.0% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 111,468 | $533.0 萬 | 0.9% | +4,952+4.6% | 加碼 | – |
| FISVFiserv Inc | Stock | 25,819 | $530.4 萬 | 0.9% | −541−2.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,863 | $529.8 萬 | 0.9% | −29−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 8,897 | $520.9 萬 | 0.9% | +1,062+13.6% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 50,689 | $504.3 萬 | 0.8% | −1,809−3.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 29,317 | $491.5 萬 | 0.8% | +3,729+14.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,633 | $456.5 萬 | 0.8% | −24−0.1% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 70,716 | $426.4 萬 | 0.7% | +70,716 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 9,469 | $421.1 萬 | 0.7% | −148−1.5% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,375 | $397.4 萬 | 0.7% | +5,267+249.9% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 29,582 | $390.8 萬 | 0.6% | −379−1.3% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 13,256 | $384.5 萬 | 0.6% | +765+6.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,453 | $370.5 萬 | 0.6% | −168−0.9% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 25,409 | $354.5 萬 | 0.6% | −5,292−17.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 28,320 | $342.1 萬 | 0.6% | +2,157+8.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,537 | $313.8 萬 | 0.5% | −1,884−12.2% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 14,084 | $292.7 萬 | 0.5% | +12,838+1,030.3% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,771 | $290.3 萬 | 0.5% | −2,407−14.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,084 | $284.5 萬 | 0.5% | +5+0.1% | 加碼 | – |
| STESTERIS plc | SHS USD | 13,611 | $279.8 萬 | 0.5% | −1,265−8.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 42,811 | $266.5 萬 | 0.4% | +455+1.1% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 63,354 | $256.5 萬 | 0.4% | −225−0.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 28,175 | $254.6 萬 | 0.4% | −245−0.9% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 46,388 | $247.8 萬 | 0.4% | +46,388 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,800 | $241.6 萬 | 0.4% | +30+0.1% | 加碼 | – |
| AMGNAmgen Inc | Stock | 8,164 | $212.8 萬 | 0.4% | +54+0.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 19,638 | $175.4 萬 | 0.3% | −95−0.5% | 減碼 | – |
| HONHoneywell International Inc | COM | 7,738 | $174.8 萬 | 0.3% | +130+1.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 11,333 | $172.3 萬 | 0.3% | −936−7.6% | 減碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,222 | $172.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,642 | $168.4 萬 | 0.3% | −1,148−9.0% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 10,419 | $161.8 萬 | 0.3% | −1,675−13.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,446 | $159.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,878 | $151.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,689 | $147.0 萬 | 0.2% | −82−1.2% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 9,216 | $147.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,994 | $144.7 萬 | 0.2% | +377+8.2% | 加碼 | – |
| CVXChevron Corp | Stock | 9,713 | $140.7 萬 | 0.2% | −13−0.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,445 | $138.1 萬 | 0.2% | −29−0.5% | 減碼 | – |
| ADIAnalog Devices Inc | Stock | 6,404 | $136.1 萬 | 0.2% | −138−2.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 5,530 | $133.9 萬 | 0.2% | −244−4.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,502 | $130.5 萬 | 0.2% | +51+1.1% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 66,228 | $129.7 萬 | 0.2% | +5,174+8.5% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 41,348 | $129.7 萬 | 0.2% | −11,000−21.0% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,715 | $125.5 萬 | 0.2% | −150−5.2% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,144 | $117.3 萬 | 0.2% | −24−2.1% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $114.5 萬 | 0.2% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 2,164 | $105.2 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 39,516 | $104.8 萬 | 0.2% | −959−2.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 3,790 | $104.7 萬 | 0.2% | −212−5.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,151 | $101.5 萬 | 0.2% | +8+0.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,838 | $94.0 萬 | 0.2% | +3+0.2% | 加碼 | – |
| BXBlackstone Inc. | COM | 5,235 | $90.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,729 | $88.0 萬 | 0.1% | −270−4.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,759 | $87.8 萬 | 0.1% | +105+1.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,654 | $86.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $82.7 萬 | 0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 4,444 | $81.5 萬 | 0.1% | −14,722−76.8% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 34,055 | $77.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,614 | $76.5 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,166 | $75.8 萬 | 0.1% | +556+15.4% | 加碼依 2 比 1 拆股換算 | 歷史 |
| AXPAmerican Express Co | Stock | 2,508 | $74.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $74.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,389 | $73.6 萬 | 0.1% | +1,608+33.6% | 加碼 | – |
| CMCSAComcast Corp | Stock | 19,232 | $72.2 萬 | 0.1% | −74,435−79.5% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,075 | $70.6 萬 | 0.1% | −109−3.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,825 | $70.4 萬 | 0.1% | −42−0.7% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,593 | $68.6 萬 | 0.1% | +192+1.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,906 | $68.3 萬 | 0.1% | −11−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,699 | $64.8 萬 | 0.1% | +700+23.3% | 加碼 | – |
| NKENIKE, Inc. | Stock | 8,525 | $64.5 萬 | 0.1% | −824−8.8% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（6 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EWEdwards Lifesciences Corp | Stock | 9,033 | $59.6 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,427 | $53.2 萬 | 0.1% | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 10,132 | $42.0 萬 | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 862 | $22.2 萬 | <0.1% | 歷史 |
| RBBNRibbon Communications Inc. | COM | 64,866 | $21.1 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 1,498 | $20.5 萬 | <0.1% | 歷史 |