Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 186
- 較 2025 年第 2 季 +6
- 總值
- $7.04 億
- 較 2025 年第 2 季 +$7,189 萬 (+11.4%)
| 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 | 113,823 | $7,618 萬 | 10.8% | +5,003+4.6% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 580,871 | $4,227 萬 | 6.0% | +35,498+6.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 312,269 | $3,521 萬 | 5.0% | +4,961+1.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 57,574 | $2,982 萬 | 4.2% | +1,163+2.1% | 加碼 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 2,449,151 | $2,785 萬 | 4.0% | −28,285−1.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 99,362 | $2,530 萬 | 3.6% | +2,110+2.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 32,921 | $2,193 萬 | 3.1% | −49−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 59,687 | $1,883 萬 | 2.7% | +1,924+3.3% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 47,387 | $1,577 萬 | 2.2% | −80.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 83,072 | $1,550 萬 | 2.2% | +1,096+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 62,366 | $1,516 萬 | 2.2% | +130.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,300 | $1,344 萬 | 1.9% | −519−0.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 140,722 | $1,339 萬 | 1.9% | +3,975+2.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 44,629 | $1,311 萬 | 1.9% | +3,973+9.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 54,009 | $1,186 萬 | 1.7% | −866−1.6% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 204,372 | $1,119 萬 | 1.6% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 11,450 | $1,060 萬 | 1.5% | +503+4.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 27,196 | $1,018 萬 | 1.4% | +268+1.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,806 | $968.0 萬 | 1.4% | +12,438+369.3% | 加碼 | – |
| VVisa Inc. | Stock | 27,514 | $939.3 萬 | 1.3% | +494+1.8% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 150,965 | $904.6 萬 | 1.3% | +6,439+4.5% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 72,491 | $781.5 萬 | 1.1% | −469−0.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,432 | $766.1 萬 | 1.1% | +762+7.9% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 12,701 | $757.0 萬 | 1.1% | +32+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,523 | $730.1 萬 | 1.0% | −116−0.8% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,520 | $727.0 萬 | 1.0% | +8,752+129.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 17,305 | $701.2 萬 | 1.0% | +175+1.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 66,238 | $682.7 萬 | 1.0% | +2,804+4.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 20,074 | $662.3 萬 | 0.9% | −1,203−5.7% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 47,162 | $660.5 萬 | 0.9% | +16,824+55.5% | 加碼 | – |
| ALLAllstate Corp | Stock | 28,004 | $601.1 萬 | 0.9% | +101+0.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 25,298 | $598.0 萬 | 0.8% | +514+2.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 12,109 | $589.3 萬 | 0.8% | +96+0.8% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 7,285 | $562.8 萬 | 0.8% | +182+2.6% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,679 | $554.7 萬 | 0.8% | −75−0.4% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 33,968 | $549.6 萬 | 0.8% | +869+2.6% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,747 | $504.0 萬 | 0.7% | +17,896+75.0% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 21,148 | $501.2 萬 | 0.7% | +293+1.4% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 25,964 | $500.4 萬 | 0.7% | +263+1.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,448 | $492.0 萬 | 0.7% | +68+1.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 20,905 | $476.1 萬 | 0.7% | +1,690+8.8% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 11,150 | $470.5 萬 | 0.7% | −44−0.4% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 76,545 | $465.3 萬 | 0.7% | +4,247+5.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,861 | $459.4 萬 | 0.7% | +793+4.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 54,464 | $457.1 萬 | 0.6% | +1,437+2.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 12,744 | $440.0 萬 | 0.6% | −617−4.6% | 減碼 | 歷史 |
| MMM3M Co | Stock | 27,580 | $428.0 萬 | 0.6% | +2,377+9.4% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 13,765 | $375.4 萬 | 0.5% | +713+5.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 10,214 | $360.3 萬 | 0.5% | +139+1.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 27,864 | $359.3 萬 | 0.5% | +695+2.6% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 17,849 | $339.0 萬 | 0.5% | +797+4.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 11,991 | $338.3 萬 | 0.5% | +2,937+32.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 62,540 | $278.7 萬 | 0.4% | −864−1.4% | 減碼 | – |
| KOCoca Cola Co | Stock | 39,601 | $262.6 萬 | 0.4% | +892+2.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,486 | $236.9 萬 | 0.3% | +2,000+19.1% | 加碼 | – |
| AMGNAmgen Inc | Stock | 8,299 | $234.2 萬 | 0.3% | +85+1.0% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 56,718 | $222.3 萬 | 0.3% | −4,750−7.7% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,457 | $207.5 萬 | 0.3% | +255+8.0% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 5,604 | $199.2 萬 | 0.3% | −314−5.3% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 10,360 | $192.1 萬 | 0.3% | +39+0.4% | 加碼 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 97,722 | $188.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 10,216 | $176.3 萬 | 0.3% | +62+0.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,706 | $170.5 萬 | 0.2% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 6,741 | $169.4 萬 | 0.2% | −34−0.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,613 | $162.5 萬 | 0.2% | −1,200−6.7% | 減碼 | – |
| MAMastercard Inc | Stock | 2,833 | $161.1 萬 | 0.2% | +30+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,811 | $157.9 萬 | 0.2% | +246+5.4% | 加碼 | – |
| HONHoneywell International Inc | COM | 7,075 | $148.9 萬 | 0.2% | +65+0.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,193 | $142.8 萬 | 0.2% | +35+0.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 8,280 | $141.5 萬 | 0.2% | +740+9.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,399 | $133.7 萬 | 0.2% | +148+3.5% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,998 | $129.8 萬 | 0.2% | −249−4.7% | 減碼 | – |
| BLKBlackRock, Inc. | Stock | 1,093 | $127.5 萬 | 0.2% | +42+4.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 40,448 | $126.5 萬 | 0.2% | −900−2.2% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,948 | $121.6 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,428 | $117.4 萬 | 0.2% | −1,500−2.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,849 | $117.3 萬 | 0.2% | +49+1.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 8,290 | $116.4 萬 | 0.2% | +137+1.7% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,185 | $116.4 萬 | 0.2% | +34+1.1% | 加碼 | – |
| CATCaterpillar Inc | Stock | 2,398 | $114.4 萬 | 0.2% | +1,335+125.6% | 加碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $111.1 萬 | 0.2% | 00.0% | 不變 | – |
| LMTLockheed Martin Corp | Stock | 2,211 | $110.4 萬 | 0.2% | +35+1.6% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,290 | $104.7 萬 | 0.1% | −111−4.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,724 | $103.5 萬 | 0.1% | +165+2.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,016 | $96.7 萬 | 0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 37,931 | $96.6 萬 | 0.1% | −612−1.6% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 34,055 | $96.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 3,281 | $92.6 萬 | 0.1% | −124−3.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,535 | $92.1 萬 | 0.1% | −194−3.4% | 減碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 20,378 | $91.1 萬 | 0.1% | +5,600+37.9% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 11,870 | $90.7 萬 | 0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 4,352 | $88.6 萬 | 0.1% | +200+4.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,165 | $88.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 5,265 | $88.1 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,723 | $87.1 萬 | 0.1% | +1,112+9.6% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 8,688 | $86.7 萬 | 0.1% | +3,688+73.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 5,948 | $86.0 萬 | 0.1% | +117+2.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,018 | $84.9 萬 | 0.1% | −192−6.0% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,750 | $84.7 萬 | 0.1% | 00.0% | 不變 | – |
| INBXInhibrx Biosciences, Inc. | COM | 25,000 | $84.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。