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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4

23Q1 调仓2022-12-31 → 2023-03-31 · 共 81 项建仓 10增持 46减持 22清仓 3

方向

标的

Δ市值

现股数(环比)

增持

QQQ INVESCO QQQ TR

+$865.1K

13,441 +4%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$489.9K

13,729 +30%

增持

IVV ISHARES TR

+$406.0K

14,992 +0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

SCHD SCHWAB STRATEGIC TR

+$356.6K

102,169 +8%

增持

SPSM SPDR SER TR

+$331.5K

29,032 +40%

增持

MSFT MICROSOFT CORP

+$319.8K

6,434 +1%

增持

SPMD SPDR SER TR

+$307.6K

23,339 +38%

增持

QQQM INVESCO EXCH TRADED FD TR II

+$293.7K

9,885 +7%

增持

SPYM SPDR SER TR

+$291.2K

43,504 +9%

建仓

CYTK CYTOKINETICS INC

+$267.1K

7,591

增持

DGRW WISDOMTREE TR

+$260.6K

26,307 +15%

建仓

UTHR UNITED THERAPEUTICS CORP DEL

+$250.8K

1,120

建仓

VOO VANGUARD INDEX FDS

+$249.1K

662

建仓

ALNY ALNYLAM PHARMACEUTICALS INC

+$247.2K

1,234

建仓

VYMI VANGUARD WHITEHALL FDS

+$246.2K

3,974

减持

AAPL APPLE INC

+$245.5K

9,202 -6%

清仓

XMMO INVESCO EXCHANGE TRADED FD T

-$240.2K

0 -100%

增持

SDY SPDR SER TR

+$236.9K

15,092 +16%

建仓

JMST J P MORGAN EXCHANGE TRADED F

+$231.0K

4,547

增持

IJH ISHARES TR

+$226.6K

23,642 +1%

建仓

INTC INTEL CORP

+$214.9K

6,577

建仓

CMCSA COMCAST CORP NEW

+$209.5K

5,526

建仓

ITW ILLINOIS TOOL WKS INC

+$203.3K

834

建仓

DSTL ETF SER SOLUTIONS

+$202.8K

4,700

清仓

DUK DUKE ENERGY CORP NEW

-$201.5K

0 -100%

清仓

VHT VANGUARD WORLD FDS

-$200.4K

0 -100%

减持

MRK MERCK & CO INC

-$196.6K

18,179 -5%

增持

JPST J P MORGAN EXCHANGE TRADED F

+$164.9K

160,902 +2%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$154.1K

6,287 +45%

增持

IJR ISHARES TR

+$150.9K

64,771 +0%

增持

VBK VANGUARD INDEX FDS

+$133.7K

5,707 +4%

增持

CVS CVS HEALTH CORP

-$124.8K

6,619 +0%

减持

VO VANGUARD INDEX FDS

+$112.7K

17,644 -0%

增持

SO SOUTHERN CO

+$111.9K

4,976 +52%

增持

RIGS ALPS ETF TR

+$99.6K

62,967 +6%

减持

JNJ JOHNSON & JOHNSON

-$99.6K

3,808 -2%

增持

FBCG FIDELITY COVINGTON TRUST

+$88.4K

19,427 +1%

增持

XLK SELECT SECTOR SPDR TR

+$85.0K

2,729 +4%

减持

AMZN AMAZON COM INC

+$82.0K

4,860 -3%

减持

WM WASTE MGMT INC DEL

-$80.9K

3,222 -17%

减持

JPM JPMORGAN CHASE & CO

-$76.1K

3,455 -12%

增持

JMUB J P MORGAN EXCHANGE TRADED F

+$71.2K

5,405 +33%

减持

VOT VANGUARD INDEX FDS

+$68.2K

8,964 -4%

增持

SPSB SPDR SER TR

+$65.8K

20,724 +11%

增持

— SPDR SER TR

+$65.4K

4,340 +19%

减持

SPY SPDR S&P 500 ETF TR

+$61.9K

3,004 -2%

增持

DGRO ISHARES TR

+$61.4K

88,505 +1%

减持

SPLV INVESCO EXCH TRADED FD TR II

-$56.4K

13,076 -4%

增持

SLYV SPDR SER TR

+$55.8K

9,482 +6%

增持

NOBL PROSHARES TR

+$53.1K

6,263 +9%

增持

SPHQ INVESCO EXCHANGE TRADED FD T

+$49.5K

9,469 +5%

增持

GOOGL ALPHABET INC

+$46.6K

2,644 +2%

增持

VZ VERIZON COMMUNICATIONS INC

+$45.8K

9,472 +16%

增持

IDHQ INVESCO EXCH TRADED FD TR II

+$44.3K

16,112 +5%

增持

SYK STRYKER CORPORATION

+$43.1K

991 +1%

增持

SCHM SCHWAB STRATEGIC TR

+$37.6K

8,184 +4%

增持

XLU SELECT SECTOR SPDR TR

+$37.0K

4,400 +19%

减持

SPYG SPDR SER TR

+$36.0K

17,975 -5%

增持

KOMP SPDR SER TR

+$34.5K

8,096 +3%

增持

EFA ISHARES TR

+$33.0K

4,882 +1%

增持

FPXI FIRST TR EXCHANGE TRADED FD

+$31.8K

13,533 +1%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

+$31.8K

3,453 -1%

减持

SUSA ISHARES TR

-$31.2K

6,368 -11%

减持

GOOG ALPHABET INC

+$30.5K

3,160 -6%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$27.9K

1,766 -4%

增持

AGGY WISDOMTREE TR

+$26.3K

6,714 +7%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$22.8K

10,517 +0%

减持

CSCO CISCO SYS INC

-$22.5K

15,508 -11%

增持

VIGI VANGUARD WHITEHALL FDS

+$21.7K

4,825 +1%

增持

XLB SELECT SECTOR SPDR TR

+$18.5K

3,600 +3%

减持

DON WISDOMTREE TR

-$17.3K

27,654 -1%

增持

SYLD CAMBRIA ETF TR

+$17.1K

11,710 +4%

增持

XLI SELECT SECTOR SPDR TR

+$16.9K

2,400 +4%

减持

MCD MCDONALDS CORP

+$15.0K

1,375 -2%

增持

IJJ ISHARES TR

+$13.4K

6,601 +0%

减持

RTX RAYTHEON TECHNOLOGIES CORP

-$9.8K

3,169 -0%

减持

VOE VANGUARD INDEX FDS

-$9.7K

4,202 -1%

减持

VBR VANGUARD INDEX FDS

-$6.8K

4,870 -1%

增持

— INVESCO EXCH TRD SLF IDX FD

+$4.4K

9,844 +1%

减持

XHE SPDR SER TR

+$2.7K

2,501 -3%

增持

XLV SELECT SECTOR SPDR TR

-$2.0K

3,818 +5%