小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 96 项
建仓 9
增持 56
减持 28
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$839.0K
7,073
-1%
减持
IVV
ISHARES TR
+$785.5K
15,109
-1%
增持
SPYM
SPDR SERIES TRUST
+$570.2K
59,729
+4%
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
QQQM
INVESCO EXCH TRADED FD TR II
+$533.9K
13,237
+3%
增持
SCHD
SCHWAB STRATEGIC TR
-$479.9K
364,231
+1%
增持
SPYG
SPDR SERIES TRUST
+$479.1K
22,114
+9%
增持
DGRO
ISHARES TR
+$468.1K
118,024
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$449.7K
204,155
+4%
减持
IJH
ISHARES TR
+$427.1K
118,001
-0%
增持
VO
VANGUARD INDEX FDS
+$390.2K
17,496
+0%
增持
DGRW
WISDOMTREE TR
+$377.8K
40,251
+7%
增持
VOT
VANGUARD INDEX FDS
+$365.8K
8,988
+0%
减持
AAPL
APPLE INC
-$315.9K
7,719
-10%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$315.7K
21,571
+4%
增持
LVHI
LEGG MASON ETF INVT
+$305.1K
15,569
+150%
建仓
ORCL
ORACLE CORP
+$305.0K
1,395
减持
IJR
ISHARES TR
+$296.9K
67,805
-0%
建仓
SJNK
SPDR SERIES TRUST
+$283.4K
11,124
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$277.4K
4,880
清仓
UNH
UNITEDHEALTH GROUP INC
-$263.4K
0
-100%
建仓
AVGO
BROADCOM INC
+$259.1K
940
增持
VOO
VANGUARD INDEX FDS
+$243.3K
1,884
+17%
增持
IUSG
ISHARES TR
+$236.8K
5,331
+20%
增持
SDY
SPDR SERIES TRUST
+$222.1K
26,277
+7%
增持
VB
VANGUARD INDEX FDS
+$221.4K
13,967
+0%
建仓
EFAV
ISHARES TR
+$215.1K
2,559
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$212.6K
4,910
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$212.5K
1,500
建仓
ANGL
VANECK ETF TRUST
+$210.0K
7,172
建仓
XAR
SPDR SERIES TRUST
+$206.7K
980
清仓
VHT
VANGUARD WORLD FD
-$204.9K
0
-100%
清仓
KVUE
KENVUE INC
-$202.0K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$198.2K
9,547
+24%
减持
MRK
MERCK & CO INC
-$181.7K
16,295
-1%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$175.6K
26,226
+3%
增持
SPSB
SPDR SERIES TRUST
+$171.7K
52,643
+12%
增持
SCHF
SCHWAB STRATEGIC TR
+$167.9K
18,339
+53%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$167.7K
23,470
+9%
增持
AMZN
AMAZON COM INC
+$156.7K
5,250
+0%
增持
SPSM
SPDR SERIES TRUST
+$154.9K
65,070
+1%
增持
VBK
VANGUARD INDEX FDS
+$151.8K
5,831
+0%
增持
SPMD
SPDR SERIES TRUST
+$150.7K
30,901
+3%
减持
RDDT
REDDIT INC
+$143.0K
3,239
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$139.8K
2,345
+7%
减持
FBCG
FIDELITY COVINGTON TRUST
+$117.7K
17,379
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$116.6K
15,550
-26%
减持
SPY
SPDR S&P 500 ETF TR
+$116.4K
2,833
-3%
增持
VUG
VANGUARD INDEX FDS
+$115.1K
1,599
+1%
增持
VBR
VANGUARD INDEX FDS
+$113.4K
6,213
+5%
增持
SPIB
SPDR SERIES TRUST
+$110.6K
22,110
+16%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
+$97.7K
11,387
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$78.7K
10,407
+6%
增持
SPDG
SPDR SERIES TRUST
+$72.2K
12,507
+14%
减持
GOOG
ALPHABET INC
-$71.0K
2,515
-24%
减持
CSCO
CISCO SYS INC
+$69.6K
13,863
-4%
减持
IHF
ISHARES TR
-$68.2K
6,265
-11%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$67.4K
11,714
+9%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$63.7K
15,786
+3%
减持
JNJ
JOHNSON & JOHNSON
-$59.8K
2,616
-6%
增持
RIGS
ALPS ETF TR
+$57.8K
91,918
+2%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$57.3K
7,182
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$56.6K
4,599
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$55.7K
8,913
+8%
增持
NOBL
PROSHARES TR
+$54.1K
8,332
+8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$53.7K
3,243
-3%
减持
WM
WASTE MGMT INC DEL
-$53.2K
2,571
-7%
增持
IJK
ISHARES TR
+$52.0K
5,944
+1%
增持
IJT
ISHARES TR
+$49.7K
4,489
+2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$48.2K
14,009
+8%
增持
SCZ
ISHARES TR
+$46.5K
5,072
+0%
增持
DSTL
ETF SER SOLUTIONS
+$45.6K
6,900
+11%
减持
GOOGL
ALPHABET INC
-$42.5K
2,079
-21%
增持
VOE
VANGUARD INDEX FDS
+$41.7K
4,507
+3%
增持
IGIB
ISHARES TR
+$40.1K
7,990
+9%
增持
SLYG
SPDR SERIES TRUST
+$37.5K
4,031
+4%
增持
EFA
ISHARES TR
+$36.8K
4,632
+0%
增持
XLV
SELECT SECTOR SPDR TR
-$33.7K
4,802
+3%
增持
VIGI
VANGUARD WHITEHALL FDS
+$33.7K
4,393
+1%
增持
SLYV
SPDR SERIES TRUST
+$33.3K
15,149
+1%
减持
ABBV
ABBVIE INC
-$33.1K
1,105
-3%
减持
SUSA
ISHARES TR
+$33.1K
4,718
-4%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$31.8K
5,340
+13%
增持
BAC
BANK AMERICA CORP
+$30.0K
5,353
+0%
增持
SPDW
SPDR INDEX SHS FDS
+$28.5K
6,324
+1%
减持
KOMP
SPDR SERIES TRUST
+$28.4K
5,657
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$26.9K
7,291
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$19.0K
12,001
+1%
减持
DON
WISDOMTREE TR
-$16.8K
20,794
-3%
减持
SYLD
CAMBRIA ETF TR
+$12.8K
13,634
-0%
减持
IJJ
ISHARES TR
+$11.6K
7,011
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
-$11.5K
2,172
+0%
减持
USB
US BANCORP DEL
+$8.2K
5,449
-3%
减持
D
DOMINION ENERGY INC
-$7.1K
4,583
-3%
减持
DIVB
ISHARES TR
+$4.9K
7,840
-2%
增持
AGGY
WISDOMTREE TR
+$4.1K
6,018
+1%
增持
REGL
PROSHARES TR
+$2.6K
2,622
+0%