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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 103 项
建仓 21
增持 65
减持 16
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IJR
ISHARES TR
+$1.0M
66,540
+2%
增持
QQQ
INVESCO QQQ TR
+$964.9K
14,346
+5%
增持
IVV
ISHARES TR
+$860.3K
15,415
+2%
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
+$853.0K
113,393
+3%
增持
MSFT
MICROSOFT CORP
+$725.7K
8,187
+10%
减持
IJH
ISHARES TR
+$647.8K
23,741
-0%
增持
DGRO
ISHARES TR
+$598.7K
94,019
+4%
建仓
CYTK
CYTOKINETICS INC
+$500.9K
6,000
增持
VO
VANGUARD INDEX FDS
+$474.5K
18,057
+1%
增持
SPSM
SPDR SER TR
+$469.3K
52,052
+11%
清仓
RFG
INVESCO EXCHANGE TRADED FD T
-$436.6K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$420.3K
186,809
+5%
增持
SPYM
SPDR SER TR
+$416.8K
50,437
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$399.9K
12,240
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$398.1K
16,116
+6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$359.2K
8,589
+93%
减持
VB
VANGUARD INDEX FDS
+$337.9K
14,002
-0%
增持
SDY
SPDR SER TR
+$334.0K
18,787
+7%
建仓
VTV
VANGUARD INDEX FDS
+$295.9K
1,979
增持
DGRW
WISDOMTREE TR
+$293.4K
31,864
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$287.0K
3,636
+7%
建仓
IJK
ISHARES TR
+$277.0K
3,496
增持
AAPL
APPLE INC
+$266.6K
9,372
+4%
建仓
ITW
ILLINOIS TOOL WKS INC
+$258.0K
984
建仓
USB
US BANCORP DEL
+$250.0K
5,777
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$247.9K
971
建仓
LLY
ELI LILLY & CO
+$243.7K
418
增持
VOT
VANGUARD INDEX FDS
+$232.1K
8,964
+1%
增持
SPMD
SPDR SER TR
+$229.2K
28,852
+7%
建仓
AVGO
BROADCOM INC
+$226.6K
203
建仓
XLF
SELECT SECTOR SPDR TR
+$226.6K
6,025
增持
XLU
SELECT SECTOR SPDR TR
+$223.8K
8,000
+67%
建仓
XHE
SPDR SER TR
+$219.2K
2,601
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$219.1K
2,440
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$216.7K
575
建仓
D
DOMINION ENERGY INC
+$215.0K
4,574
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$214.5K
4,479
建仓
DUK
DUKE ENERGY CORP NEW
+$214.1K
2,206
建仓
IQLT
ISHARES TR
+$213.6K
5,686
建仓
SLYG
SPDR SER TR
+$208.9K
2,497
建仓
BAC
BANK AMERICA CORP
+$203.7K
6,049
建仓
ABT
ABBOTT LABS
+$203.6K
1,850
建仓
ARKF
ARK ETF TR
+$201.3K
7,299
建仓
NEE
NEXTERA ENERGY INC
+$200.6K
3,302
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$192.9K
12,946
+28%
增持
VBK
VANGUARD INDEX FDS
+$191.8K
6,057
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$159.1K
10,578
+0%
增持
GOOGL
ALPHABET INC
+$154.7K
3,584
+36%
增持
RIGS
ALPS ETF TR
+$142.5K
74,950
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$138.9K
2,994
-0%
增持
AMZN
AMAZON COM INC
+$133.2K
4,932
+2%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$130.5K
4,908
+30%
增持
MRK
MERCK & CO INC
+$128.0K
16,422
+2%
增持
JPM
JPMORGAN CHASE & CO
+$125.7K
3,710
+6%
增持
SPYG
SPDR SER TR
+$125.3K
18,060
+2%
增持
SLYV
SPDR SER TR
+$120.0K
10,707
+0%
增持
VBR
VANGUARD INDEX FDS
+$110.3K
4,995
+1%
增持
VUG
VANGUARD INDEX FDS
+$109.5K
1,272
+21%
增持
MCD
MCDONALDS CORP
+$102.4K
1,502
+15%
增持
SPSB
SPDR SER TR
+$98.8K
26,000
+13%
增持
INTC
INTEL CORP
+$97.1K
6,605
+0%
增持
IJT
ISHARES TR
+$84.0K
2,524
+19%
增持
WM
WASTE MGMT INC DEL
+$81.5K
2,942
+1%
减持
FBCG
FIDELITY COVINGTON TRUST
+$79.9K
19,027
-1%
增持
ADBE
ADOBE INC
+$79.4K
475
+19%
增持
XLI
SELECT SECTOR SPDR TR
+$75.9K
2,800
+17%
增持
VOE
VANGUARD INDEX FDS
+$73.9K
4,340
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$73.0K
1,001
+8%
增持
SUSA
ISHARES TR
+$69.0K
6,118
+1%
减持
IJJ
ISHARES TR
+$67.5K
6,525
-3%
增持
NOBL
PROSHARES TR
+$66.3K
7,273
+3%
增持
JNJ
JOHNSON & JOHNSON
+$65.4K
3,170
+14%
减持
SYLD
CAMBRIA ETF TR
+$62.9K
11,968
-1%
增持
RTX
RTX CORPORATION
+$61.6K
3,289
+10%
增持
CVS
CVS HEALTH CORP
+$60.7K
6,625
+0%
增持
XLV
SELECT SECTOR SPDR TR
+$58.3K
4,254
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$54.4K
2,479
-4%
减持
SCHM
SCHWAB STRATEGIC TR
+$53.4K
8,304
-2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$47.3K
13,713
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$43.2K
3,337
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$42.8K
8,968
-2%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$41.8K
15,431
+0%
减持
MDYV
SPDR SER TR
+$41.8K
5,663
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$41.2K
7,365
+5%
增持
CMCSA
COMCAST CORP NEW
+$41.0K
6,726
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$38.2K
583
+9%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
+$37.6K
13,202
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$35.4K
1,824
-3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$33.5K
5,977
+2%
增持
EFA
ISHARES TR
+$32.3K
4,908
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$30.8K
3,815
+0%
增持
CSCO
CISCO SYS INC
-$30.0K
15,910
+3%
减持
VOO
VANGUARD INDEX FDS
+$30.0K
818
-2%
增持
SCZ
ISHARES TR
+$27.6K
5,066
+0%
增持
PEP
PEPSICO INC
+$26.0K
1,467
+11%
减持
DON
WISDOMTREE TR
+$25.9K
24,003
-8%
减持
KOMP
SPDR SER TR
+$24.8K
7,385
-9%
增持
DIVB
ISHARES TR
+$24.3K
6,121
+0%
增持
AGGY
WISDOMTREE TR
+$23.5K
7,075
+2%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$17.3K
6,008
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$11.5K
11,245
+4%
增持
CVX
CHEVRON CORP NEW
-$5.7K
2,459
+11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.7K
4,620
+1%
