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Meridian Financial, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Meridian Financial, LLC

报告期 2026-03-31 · CIK 0002032629

持仓数

141

前50大市值合计

$147.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$10.4M

339,426

7.1%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$10.1M

200,245

6.9%

IVV ISHARES TR

CORE S&P500 ETF

$9.8M

14,985

6.6%

DGRO ISHARES TR

CORE DIV GRWTH

$8.7M

123,381

5.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$8.2M

14,293

5.6%

IJR ISHARES TR

CORE S&P SCP ETF

$7.3M

58,752

5.0%

IJH ISHARES TR

CORE S&P MCP ETF

$6.9M

102,205

4.7%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$5.7M

74,249

3.9%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$4.9M

56,263

3.4%

VO VANGUARD INDEX FDS

MID CAP ETF

$4.6M

16,071

3.1%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$3.9M

20,245

2.6%

SDY SPDR SERIES TRUST

STATE STREET SPD

$3.7M

25,118

2.5%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$3.6M

15,325

2.5%

VB VANGUARD INDEX FDS

SMALL CP ETF

$3.5M

13,228

2.4%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$3.2M

66,296

2.2%

RWL INVESCO EXCH TRADED FD TR II

S&P 500 REVENUE

$2.7M

23,803

1.9%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$2.7M

34,329

1.8%

MSFT MICROSOFT CORP

COM

$2.5M

6,673

1.7%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$2.2M

10,137

1.5%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$2.1M

8,336

1.5%

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$2.1M

28,250

1.4%

RIGS ALPS ETF TR

RIVRFRNT STR INC

$2.1M

92,260

1.4%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$2.0M

20,612

1.4%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$1.9M

31,520

1.3%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$1.8M

60,499

1.2%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$1.8M

43,835

1.2%

AAPL APPLE INC

COM

$1.8M

6,941

1.2%

MRK MERCK & CO INC

COM

$1.8M

14,634

1.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.7M

2,602

1.1%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$1.6M

2,647

1.1%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$1.6M

5,227

1.1%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$1.5M

61,115

1.0%

ICLO INVESCO ACTIVELY MANAGED EXC

AAA CLO FLTNG RT

$1.5M

57,114

1.0%

SLYV SPDR SERIES TRUST

STATE STREET SPD

$1.3M

14,171

0.9%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$1.3M

5,990

0.9%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$1.2M

20,875

0.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.2M

1,961

0.8%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$1.1M

23,816

0.7%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$1.1M

14,776

0.7%

IUSG ISHARES TR

CORE S&P US GWT

$1.1M

6,904

0.7%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$1.0M

12,305

0.7%

AMZN AMAZON COM INC

COM

$1.0M

4,812

0.7%

DON WISDOMTREE TR

US MIDCAP DIVID

$972.2K

18,504

0.7%

CSCO CISCO SYS INC

COM

$966.0K

12,450

0.7%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$922.8K

27,515

0.6%

IEMG ISHARES INC

CORE MSCI EMKT

$890.4K

12,766

0.6%

VYMI VANGUARD WHITEHALL FDS

INTL HIGH ETF

$879.8K

9,336

0.6%

JPM JPMORGAN CHASE & CO

COM

$842.0K

2,862

0.6%

IJJ ISHARES TR

S&P MC 400VL ETF

$835.0K

6,302

0.6%

FBCG FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH

$787.0K

15,703

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

SCHD7.1%JPST6.9%IVV6.6%DGRO5.9%QQQ5.6%IJR5.0%