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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 100 项
建仓 9
增持 47
减持 37
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IJR
ISHARES TR
-$675.3K
68,026
+1%
减持
IVV
ISHARES TR
-$444.7K
15,297
-0%
增持
IJH
ISHARES TR
-$402.5K
118,103
+1%
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。
减持
MSFT
MICROSOFT CORP
-$373.4K
7,137
-1%
建仓
RDDT
REDDIT INC
+$344.7K
3,286
增持
SCHD
SCHWAB STRATEGIC TR
+$337.1K
362,375
+1%
增持
SPSB
SPDR SER TR
+$312.7K
47,096
+27%
减持
VB
VANGUARD INDEX FDS
-$286.7K
13,928
-1%
减持
AAPL
APPLE INC
-$271.7K
8,552
-1%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$248.5K
12,808
-1%
清仓
AVGO
BROADCOM INC
-$241.1K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$236.9K
2,168
清仓
LLY
ELI LILLY & CO
-$233.9K
0
-100%
清仓
ORCL
ORACLE CORP
-$232.4K
0
-100%
建仓
KO
COCA COLA CO
+$230.4K
3,217
建仓
SPDW
SPDR INDEX SHS FDS
+$227.6K
6,250
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$227.2K
0
-100%
清仓
XHE
SPDR SER TR
-$219.1K
0
-100%
清仓
PEP
PEPSICO INC
-$213.1K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$212.9K
4,188
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$212.0K
20,808
+7%
建仓
V
VISA INC
+$210.3K
600
建仓
VHT
VANGUARD WORLD FD
+$204.9K
774
清仓
CYTK
CYTOKINETICS INC
-$203.1K
0
-100%
建仓
KVUE
KENVUE INC
+$202.0K
8,422
建仓
LVHI
LEGG MASON ETF INVT
+$201.7K
6,231
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$180.5K
3,343
-3%
增持
SDY
SPDR SER TR
+$174.5K
24,650
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$166.8K
195,475
+1%
减持
IGIB
ISHARES TR
-$164.7K
7,344
-31%
增持
SPSM
SPDR SER TR
-$163.9K
64,208
+4%
增持
VBK
VANGUARD INDEX FDS
-$159.3K
5,811
+0%
减持
AMZN
AMAZON COM INC
-$156.7K
5,230
-0%
增持
MRK
MERCK & CO INC
-$149.6K
16,395
+1%
减持
FBCG
FIDELITY COVINGTON TRUST
-$145.9K
18,029
-4%
减持
VO
VANGUARD INDEX FDS
-$143.4K
17,422
-1%
减持
VOT
VANGUARD INDEX FDS
-$122.9K
8,953
-2%
增持
SPYM
SPDR SER TR
-$118.7K
57,353
+2%
减持
GOOGL
ALPHABET INC
-$118.1K
2,644
-5%
增持
SPIB
SPDR SER TR
+$117.9K
19,010
+21%
增持
VOO
VANGUARD INDEX FDS
+$115.1K
1,609
+22%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$114.0K
21,512
+6%
增持
SPYG
SPDR SER TR
-$111.3K
20,266
+2%
增持
SLYV
SPDR SER TR
-$99.0K
14,987
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$97.9K
2,921
-1%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$94.4K
7,082
-6%
增持
VYMI
VANGUARD WHITEHALL FDS
+$81.4K
7,689
+8%
减持
XLK
SELECT SECTOR SPDR TR
-$65.4K
2,199
-2%
增持
SYLD
CAMBRIA ETF TR
-$60.5K
13,696
+0%
增持
VUG
VANGUARD INDEX FDS
-$56.0K
1,580
+1%
减持
AGGY
WISDOMTREE TR
-$55.5K
5,951
-19%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$54.4K
13,008
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$53.8K
759
-2%
增持
IUSG
ISHARES TR
+$53.7K
4,446
+21%
增持
SPMD
SPDR SER TR
-$51.3K
29,889
+3%
增持
RIGS
ALPS ETF TR
+$51.3K
90,045
+3%
增持
XLV
SELECT SECTOR SPDR TR
+$50.5K
4,664
+2%
减持
KOMP
SPDR SER TR
-$48.9K
6,006
-7%
减持
SCHM
SCHWAB STRATEGIC TR
-$47.9K
21,097
-3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$46.4K
4,366
+11%
减持
SUSA
ISHARES TR
-$45.2K
4,918
-2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$45.1K
25,524
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$43.7K
7,547
+1%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$43.1K
3,150
-3%
减持
RTX
RTX CORPORATION
+$41.4K
2,819
-2%
增持
VYM
VANGUARD WHITEHALL FDS
+$40.7K
4,315
+7%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$40.7K
10,743
+4%
减持
DON
WISDOMTREE TR
-$40.6K
21,385
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$40.5K
12,003
+13%
增持
DGRW
WISDOMTREE TR
+$39.7K
37,476
+3%
增持
VBR
VANGUARD INDEX FDS
-$37.6K
5,895
+3%
增持
IJJ
ISHARES TR
-$37.2K
7,139
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$35.2K
8,253
+6%
增持
USB
US BANCORP DEL
-$31.2K
5,645
+0%
减持
EFA
ISHARES TR
+$28.2K
4,615
-0%
增持
SPDG
SPDR SER TR
+$28.0K
10,928
+7%
减持
CSCO
CISCO SYS INC
+$27.4K
14,458
-1%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$25.5K
15,260
+0%
增持
IJK
ISHARES TR
-$24.6K
5,869
+4%
增持
IJT
ISHARES TR
-$24.4K
4,398
+4%
增持
DIVB
ISHARES TR
+$23.7K
8,030
+4%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$21.8K
11,578
-4%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$18.8K
11,939
-4%
增持
SLYG
SPDR SER TR
-$18.3K
3,858
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$14.5K
4,723
-6%
增持
SCZ
ISHARES TR
+$14.1K
5,070
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$13.7K
3,095
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$13.4K
10,350
+0%
增持
D
DOMINION ENERGY INC
+$12.6K
4,747
+1%
增持
BAC
BANK AMERICA CORP
-$11.9K
5,351
+0%
减持
XLU
SELECT SECTOR SPDR TR
+$11.3K
9,781
-3%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$9.0K
9,469
+5%
减持
SO
SOUTHERN CO
+$7.8K
4,227
-9%
减持
XLI
SELECT SECTOR SPDR TR
-$6.1K
2,165
-2%
增持
VOE
VANGUARD INDEX FDS
-$4.4K
4,357
+0%
增持
VTV
VANGUARD INDEX FDS
+$4.4K
1,208
+0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$4.2K
800
-11%
减持
DGRO
ISHARES TR
-$2.2K
114,573
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$1.2K
3,927
-2%
减持
NOBL
PROSHARES TR
+$294
7,682
-3%