Meridian Wealth Advisors, LLC
- SEC CIK
- 0001768095
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 211
- 較 2026 年第 1 季 +9
- 總值
- $8.80 億
- 較 2026 年第 1 季 +$1.24 億 (+16.3%)
| 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 | 126,391 | $9,465 萬 | 10.8% | +4,208+3.4% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 641,393 | $4,843 萬 | 5.5% | +56,347+9.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 322,421 | $4,408 萬 | 5.0% | +249+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 349,947 | $2,820 萬 | 3.2% | +35,739+11.4% | 加碼依 4 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 94,005 | $2,720 萬 | 3.1% | +526+0.6% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 255,013 | $2,460 萬 | 2.8% | +18,238+7.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,988 | $2,389 萬 | 2.7% | +628+2.0% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 476,503 | $2,348 萬 | 2.7% | +468,133+5,593.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 58,941 | $2,199 萬 | 2.5% | +1,806+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 52,129 | $1,863 萬 | 2.1% | −82−0.2% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 259,612 | $1,850 萬 | 2.1% | +41,906+19.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 25,910 | $1,780 萬 | 2.0% | −862−3.2% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 53,780 | $1,760 萬 | 2.0% | +1,701+3.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 87,444 | $1,750 萬 | 2.0% | +3,058+3.6% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 44,676 | $1,635 萬 | 1.9% | −1,900−4.1% | 減碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 182,184 | $1,625 萬 | 1.8% | +19,373+11.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 26,968 | $1,567 萬 | 1.8% | +495+1.9% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,517 | $1,479 萬 | 1.7% | +997+1.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 58,413 | $1,392 萬 | 1.6% | +3,011+5.4% | 加碼 | 歷史 |
| AESIAtlas Energy Solutions Inc. | COM NEW | 789,299 | $1,311 萬 | 1.5% | −164,659−17.3% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 203,946 | $1,188 萬 | 1.4% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 25,589 | $1,090 萬 | 1.2% | +509+2.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,586 | $990.2 萬 | 1.1% | +225+2.2% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 75,845 | $941.8 萬 | 1.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 60,695 | $923.7 萬 | 1.0% | +2,537+4.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 22,347 | $844.1 萬 | 1.0% | +1,679+8.1% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 11,736 | $825.4 萬 | 0.9% | −170−1.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 67,302 | $762.3 萬 | 0.9% | +4,258+6.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 6,304 | $756.1 萬 | 0.9% | +75+1.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 21,355 | $732.7 萬 | 0.8% | +502+2.4% | 加碼 | 歷史 |
| TCBXThird Coast Bancshares, Inc. | COM | 180,469 | $729.1 萬 | 0.8% | −10,323−5.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 21,059 | $718.2 萬 | 0.8% | +603+2.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 35,542 | $677.1 萬 | 0.8% | +941+2.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,261 | $663.6 萬 | 0.8% | +28+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 18,244 | $643.4 萬 | 0.7% | +632+3.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 18,091 | $639.2 萬 | 0.7% | +288+1.6% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 24,892 | $636.4 萬 | 0.7% | +462+1.9% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 25,996 | $618.5 萬 | 0.7% | +708+2.8% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 63,615 | $585.8 萬 | 0.7% | +1,541+2.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,073 | $583.7 萬 | 0.7% | +262+3.4% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,945 | $576.9 萬 | 0.7% | +21+0.1% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 13,984 | $569.5 萬 | 0.6% | +329+2.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 122,878 | $561.6 萬 | 0.6% | +17,456+16.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 9,433 | $531.3 萬 | 0.6% | +527+5.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 6,692 | $505.6 萬 | 0.6% | +292+4.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 40,849 | $479.8 萬 | 0.5% | +1,477+3.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,351 | $468.8 萬 | 0.5% | +8,055+621.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 22,420 | $468.7 萬 | 0.5% | +675+3.1% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 16,471 | $462.9 萬 | 0.5% | +446+2.8% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 8,690 | $426.8 萬 | 0.5% | +9+0.1% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 47,469 | $385.8 萬 | 0.4% | +305+0.6% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 10,164 | $379.9 萬 | 0.4% | +10,164 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 13,156 | $370.0 萬 | 0.4% | −181−1.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 34,788 | $355.5 萬 | 0.4% | +1,317+3.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,985 | $351.4 萬 | 0.4% | +656+5.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 44,528 | $343.4 萬 | 0.4% | +2,053+4.8% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 8,476 | $336.6 萬 | 0.4% | +3,663+76.1% | 加碼 | 歷史 |
| IRMIron Mountain Inc | COM | 26,615 | $336.2 萬 | 0.4% | +1,216+4.8% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 19,556 | $332.2 萬 | 0.4% | +19,556 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 25,697 | $330.2 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 4,580 | $326.7 萬 | 0.4% | +4,580 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,469 | $311.9 萬 | 0.4% | −34−0.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 8,375 | $303.3 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,076 | $281.3 萬 | 0.3% | +46+0.4% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 38,418 | $274.3 萬 | 0.3% | +2,932+8.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,627 | $267.1 萬 | 0.3% | −259−6.7% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 12,486 | $265.7 萬 | 0.3% | 00.0% | 不變 | – |
| UBERUber Technologies, Inc | Stock | 35,800 | $258.3 萬 | 0.3% | +2,066+6.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,269 | $219.0 萬 | 0.2% | +178+3.5% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 8,051 | $203.1 萬 | 0.2% | −25−0.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,484 | $202.9 萬 | 0.2% | +41+0.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 16,613 | $201.7 萬 | 0.2% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 5,391 | $198.6 萬 | 0.2% | −255−4.5% | 減碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 15,789 | $186.6 萬 | 0.2% | +15,789 | 新進 | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 85,722 | $176.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,731 | $172.2 萬 | 0.2% | +1,062+22.7% | 加碼 | – |
| KLACKLA Corp | COM NEW | 5,260 | $158.7 萬 | 0.2% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,232 | $154.3 萬 | 0.2% | +66+2.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,199 | $152.5 萬 | 0.2% | +39+0.4% | 加碼 | 歷史 |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 30,414 | $151.7 萬 | 0.2% | +4,516+17.4% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 6,868 | $151.4 萬 | 0.2% | +107+1.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,897 | $148.8 萬 | 0.2% | +58+2.0% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 40,448 | $148.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RJFRaymond James Financial Inc | COM | 9,383 | $142.6 萬 | 0.2% | −196−2.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 4,752 | $142.1 萬 | 0.2% | −249−5.0% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 68,879 | $131.7 萬 | 0.1% | +514+0.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 19,350 | $130.7 萬 | 0.1% | +62+0.3% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,190 | $130.6 萬 | 0.1% | 00.0% | 不變 | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 31,037 | $129.8 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 1,157 | $123.2 萬 | 0.1% | +75+6.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,040 | $120.0 萬 | 0.1% | −137−11.6% | 減碼 | 歷史 |
| CICigna Group | Stock | 4,333 | $119.4 萬 | 0.1% | +4,333 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,208 | $113.7 萬 | 0.1% | +46+1.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,063 | $109.2 萬 | 0.1% | +101+1.3% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 9,043 | $108.1 萬 | 0.1% | +6,275+226.7% | 加碼依 8 比 1 拆股換算 | – |
| CBChubb Ltd | Stock | 3,098 | $105.6 萬 | 0.1% | −18−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,096 | $104.2 萬 | 0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| RTXRTX Corp | Stock | 5,464 | $103.7 萬 | 0.1% | +131+2.5% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,014 | $102.6 萬 | 0.1% | −17−1.6% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 42,564 | $102.5 萬 | 0.1% | −2,079−4.7% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（17 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 19,766 | $446.8 萬 | 0.6% | 歷史 |
| MDTMedtronic plc | Stock | 27,248 | $236.1 萬 | 0.3% | 歷史 |
| SNOWSnowflake Inc. | Stock | 14,656 | $221.0 萬 | 0.3% | 歷史 |
| DOVDOVER Corp | COM | 10,139 | $211.4 萬 | 0.3% | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 5,931 | $31.3 萬 | <0.1% | – |
| EXEExpand Energy Corp | COM | 2,850 | $31.3 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,326 | $27.5 萬 | <0.1% | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 8,501 | $27.4 萬 | <0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 4,849 | $25.6 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,277 | $25.3 萬 | <0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 3,300 | $22.5 萬 | <0.1% | 歷史 |
| VZVerizon Communications Inc | Stock | 4,375 | $22.0 萬 | <0.1% | 歷史 |
| CEGConstellation Energy Corp | Stock | 764 | $21.3 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 875 | $21.3 萬 | <0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 5,534 | $21.3 萬 | <0.1% | 歷史 |
| CORCencora, Inc. | Stock | 674 | $21.2 萬 | <0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 296 | $20.2 萬 | <0.1% | 歷史 |