Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/12 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 180
- 較 2025 年第 1 季 +10
- 總值
- $6.32 億
- 較 2025 年第 1 季 +$4,344 萬 (+7.4%)
| 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 | 108,820 | $6,757 萬 | 10.7% | −2,913−2.6% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 545,373 | $3,401 萬 | 5.4% | +35,794+7.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 307,308 | $3,313 萬 | 5.2% | +1,049+0.3% | 加碼 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,477,436 | $3,312 萬 | 5.2% | −168,407−6.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 56,411 | $2,806 萬 | 4.4% | +563+1.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,970 | $2,037 萬 | 3.2% | −632−1.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 97,252 | $1,995 萬 | 3.2% | +1,248+1.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 57,763 | $1,675 萬 | 2.6% | +574+1.0% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 47,395 | $1,442 萬 | 2.3% | +47,395 | 新進 | – |
| NVDANVIDIA Corp | Stock | 81,976 | $1,295 萬 | 2.0% | −6,100−6.9% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,819 | $1,286 萬 | 2.0% | +742+1.2% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 136,747 | $1,284 萬 | 2.0% | +14,582+11.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 54,875 | $1,204 萬 | 1.9% | +671+1.2% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 40,656 | $1,138 萬 | 1.8% | +3,964+10.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 62,353 | $1,099 萬 | 1.7% | +2,718+4.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,947 | $1,084 萬 | 1.7% | +134+1.2% | 加碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 204,372 | $1,037 萬 | 1.6% | −1,862−0.9% | 減碼 | – |
| ETNEaton Corp plc | Stock | 26,928 | $961.3 萬 | 1.5% | −261−1.0% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 27,020 | $959.4 萬 | 1.5% | +473+1.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 144,526 | $823.9 萬 | 1.3% | +28,345+24.4% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,669 | $717.7 萬 | 1.1% | −119−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,670 | $713.7 萬 | 1.1% | −281−2.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,639 | $711.1 萬 | 1.1% | −260−1.7% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 72,960 | $657.6 萬 | 1.0% | +1,455+2.0% | 加碼依 15 比 1 拆股換算 | 歷史 |
| SPGIS&P Global Inc. | Stock | 12,013 | $633.5 萬 | 1.0% | +303+2.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,130 | $628.1 萬 | 1.0% | +148+0.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 63,434 | $620.3 萬 | 1.0% | −12,052−16.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 21,277 | $586.5 萬 | 0.9% | +8,155+62.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 24,784 | $570.2 萬 | 0.9% | −41−0.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 20,855 | $568.7 萬 | 0.9% | +1,006+5.1% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 27,903 | $561.7 萬 | 0.9% | −6,071−17.9% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 7,103 | $520.5 萬 | 0.8% | +287+4.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,754 | $500.2 萬 | 0.8% | −234−1.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 6,380 | $497.3 萬 | 0.8% | −24−0.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 11,194 | $489.6 萬 | 0.8% | −11,296−50.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 33,099 | $469.7 萬 | 0.7% | −1,418−4.1% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 27,169 | $468.4 萬 | 0.7% | +304+1.1% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 25,701 | $426.9 萬 | 0.7% | +1,531+6.3% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 19,215 | $419.8 萬 | 0.7% | −1,536−7.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 53,027 | $419.8 萬 | 0.7% | −783−1.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,361 | $416.8 萬 | 0.7% | +433+3.3% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 72,298 | $416.5 萬 | 0.7% | −3,013−4.0% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 30,338 | $411.8 萬 | 0.7% | +920+3.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 10,075 | $389.8 萬 | 0.6% | +162+1.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 25,203 | $383.7 萬 | 0.6% | +23,686+1,561.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,052 | $368.1 萬 | 0.6% | −309−2.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 61,468 | $345.1 萬 | 0.5% | −6,528−9.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,068 | $320.5 萬 | 0.5% | −1,140−5.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,768 | $287.3 萬 | 0.5% | −316−4.5% | 減碼 | – |
| KOCoca Cola Co | Stock | 38,709 | $273.9 萬 | 0.4% | −186−0.5% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 63,404 | $269.8 萬 | 0.4% | −2,975−4.5% | 減碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 17,052 | $268.7 萬 | 0.4% | +521+3.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 9,054 | $266.9 萬 | 0.4% | −545−5.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,851 | $262.6 萬 | 0.4% | +26+0.1% | 加碼 | – |
| AMGNAmgen Inc | Stock | 8,214 | $229.4 萬 | 0.4% | +49+0.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,368 | $191.3 萬 | 0.3% | +387+13.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,486 | $190.6 萬 | 0.3% | +6,787+183.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 5,918 | $180.4 萬 | 0.3% | +70+1.2% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,722 | $178.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,202 | $176.6 萬 | 0.3% | +697+27.8% | 加碼 | – |
| HONHoneywell International Inc | COM | 7,010 | $163.3 萬 | 0.3% | −397−5.4% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,321 | $157.6 萬 | 0.2% | −815−7.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,803 | $157.5 萬 | 0.2% | −44−1.5% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 10,154 | $155.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 17,813 | $155.4 萬 | 0.2% | −125−0.7% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 8,706 | $150.8 萬 | 0.2% | −380−4.2% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 6,775 | $150.3 萬 | 0.2% | +328+5.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,565 | $138.7 萬 | 0.2% | −252−5.2% | 減碼 | – |
| CVXChevron Corp | Stock | 9,158 | $131.1 萬 | 0.2% | −668−6.8% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,247 | $130.3 萬 | 0.2% | +10.0% | 加碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 41,348 | $128.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 69,928 | $126.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,251 | $124.2 萬 | 0.2% | −115−2.6% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,947 | $117.8 萬 | 0.2% | −1,076−17.9% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 7,540 | $112.8 萬 | 0.2% | +2,005+36.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,051 | $110.3 萬 | 0.2% | −24−2.2% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $108.3 萬 | 0.2% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 8,153 | $107.7 萬 | 0.2% | −1,680−17.1% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,151 | $107.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,800 | $103.6 萬 | 0.2% | +4,800 | 新進 | – |
| ABTAbbott Laboratories | Stock | 7,559 | $102.8 萬 | 0.2% | −201−2.6% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,401 | $101.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,176 | $100.8 萬 | 0.2% | +6+0.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 3,405 | $98.7 萬 | 0.2% | −291−7.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 34,055 | $98.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 38,543 | $93.4 萬 | 0.1% | −282−0.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,729 | $91.2 萬 | 0.1% | −40−0.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $88.4 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 4,152 | $85.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,611 | $80.6 萬 | 0.1% | +10+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,508 | $80.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,560 | $79.0 萬 | 0.1% | −50−1.9% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $78.5 萬 | 0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 5,264 | $76.9 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,531 | $72.2 萬 | 0.1% | −617−12.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,831 | $72.0 萬 | 0.1% | +3+0.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,165 | $71.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,805 | $70.9 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 3,210 | $70.2 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 5,562 | $69.0 萬 | 0.1% | +5,562 | 新進 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。