MW
Meridian Wealth Advisors, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$7.6亿
申报季度: 2026-03-31 · 持股只数: 202
Meridian Wealth Advisors, LLC在最新一期 13F 报告中披露了 202 项持股，申报期为 2026-03-31，总持股市值约为 US$7.6亿，季度换手率为 19.8%。
机构性格雪花图
- 集中度
- 12.48
- 持仓稳定性
- 19.8
- 动能／逆势
- 100
- 行业集中度
- 45.45
- 多样化
- 100
- 仓位均衡度
- 76.91
近期动向
加仓 XOM
+2.6% US$1689.0万
减仓 MSFT
+3.8% -US$547.5万
加仓 TCBX
+910.4% US$650.0万
减仓 IVV
+3.7% -US$92.1万
减仓 CRM
-74.0% -US$439.7万
减仓 MMM
-83.6% -US$382.2万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 10.55% | -0.63% | +3.66% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 7.23% | +2.00% | +2.65% | |
| 3 | IAU | Ishares Gold Trust | ETF-避险与商品 | 6.82% | +0.40% | +2.51% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.14% | -0.44% | -1.65% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.98% | +0.50% | +27.53% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 2.90% | +0.32% | +19.80% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.89% | +3.78% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.70% | -0.23% | +0.91% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.12% | -0.48% | -10.64% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.03% | -0.43% | -5.55% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.98% | -0.31% | -1.17% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-其他 | 1.96% | -0.25% | +0.11% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | — | +4.74% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.84% | +0.23% | +17.00% | |
| 15 | AVDE | Avantis International Equity | ETF-其他 | 1.83% | +0.34% | +24.73% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | — | -2.05% | |
| 17 | AESI | Atlas Energy Solutions INC | 股票-其他 | 1.65% | +0.36% | -3.73% | |
| 18 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.53% | — | +12.59% | |
| 19 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 1.41% | — | +0.23% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.37% | +0.08% | -3.55% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 1.19% | +0.04% | -3.40% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.12% | +0.16% | +16.43% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.07% | +0.05% | +21.80% | |
| 24 | WMT | Walmart INC | 股票-非周期性消费 | 1.04% | — | -3.81% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.97% | — | +1.30% | |
| 26 | TCBX | Third Coast Bancshares INC | 股票-其他 | 0.95% | +0.85% | +910.44% | |
| 27 | AVGO | Broadcom INC | 股票-科技 | 0.85% | — | +10.31% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | — | -1.53% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.43% | -19.94% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.79% | +0.23% | -1.44% | |
| 31 | SPGI | S&p Global INC | 股票-金融 | 0.77% | — | +16.59% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.77% | — | +6.28% | |
| 33 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.76% | — | -7.22% | |
| 34 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.76% | -0.19% | -2.27% | |
| 35 | MCK | Mckesson CORP | 股票-医疗保健 | 0.73% | — | -11.15% | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | -0.16% | -9.63% | |
| 37 | ALL | Allstate CORP | 股票-金融 | 0.69% | — | -5.85% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | — | -0.92% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.67% | -0.22% | -8.33% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.63% | — | +0.29% | |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.63% | — | +16.46% | |
| 42 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.61% | -0.17% | -11.62% | |
| 43 | HON | Honeywell International INC | 股票-工业 | 0.59% | +0.41% | +201.72% | |
| 44 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 0.54% | — | +32.06% | |
| 45 | TT | Trane Technologies plc | 股票-工业 | 0.48% | — | -9.17% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | +0.07% | +14.29% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.47% | -0.14% | -12.88% | |
| 48 | NFLX | Netflix INC | 股票-通信服务 | 0.45% | +0.45% | NEW | |
| 49 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.44% | +0.13% | +25.92% | |
| 50 | PANW | Palo Alto Networks INC | 股票-科技 | 0.43% | +0.13% | +74.63% |
1–50 of 202
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 202 | US$7.6亿 | 20 | |
| 2025-12-31 | 185 | US$7.2亿 | 19 | |
| 2025-09-30 | 186 | US$7.0亿 | 28 | |
| 2025-06-30 | 180 | US$6.3亿 | 0 | |
| 2025-03-31 | 170 | US$5.9亿 | 100 | |
| 2024-12-31 | 175 | US$6.1亿 | 0 | |
| 2024-09-30 | 176 | US$6.0亿 | 0 | |
| 2024-06-30 | 175 | US$5.6亿 | 0 | |
| 2024-03-31 | 176 | US$5.3亿 | 0 | |
| 2023-12-31 | 177 | US$4.6亿 | 0 | |
| 2023-09-30 | 178 | US$4.0亿 | 0 | |
| 2023-06-30 | 183 | US$4.1亿 | 0 | |
| 2023-03-31 | 188 | US$4.0亿 | 0 | |
| 2022-12-31 | 191 | US$3.9亿 | 0 | |
| 2022-09-30 | 187 | US$3.6亿 | 0 | |
| 2022-06-30 | 196 | US$3.8亿 | 0 | |
| 2022-03-31 | 212 | US$4.3亿 | 0 | |
| 2021-12-31 | 203 | US$4.1亿 | 0 | |
| 2021-09-30 | 196 | US$3.6亿 | 0 | |
| 2021-06-30 | 194 | US$3.5亿 | 100 | |
| 2021-03-31 | 184 | US$3.0亿 | 17 | |
| 2020-12-31 | 178 | US$2.7亿 | 21 | |
| 2020-09-30 | 164 | US$2.3亿 | 25 | |
| 2020-06-30 | 164 | US$2.2亿 | 32 | |
| 2020-03-31 | 142 | US$1.8亿 | 44 | |
| 2019-12-31 | 169 | US$2.5亿 | 11 | |
| 2019-09-30 | 153 | US$2.3亿 | 55 | |
| 2019-06-30 | 130 | US$1.4亿 | 10 | |
| 2019-03-31 | 127 | US$1.4亿 | 47 | |
| 2018-12-31 | 463 | US$1.3亿 | — |
本季持股变动
Meridian Wealth Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Netflix INC (NFLX); 新建仓: Uber Technologies INC (UBER); 新建仓: Medtronic plc (MDT); 新建仓: Dover CORP (DOV); 清仓: Arista Networks INC (ANET).
FAQ
Meridian Wealth Advisors, LLC 是什么机构？属于哪种投资人类型？
Meridian Wealth Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.6亿，分布在 202 个已申报仓位之中。
Meridian Wealth Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Meridian Wealth Advisors, LLC 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$7981.1万 (10.6%)
2. Exxon Mobil CORP (XOM) — US$5466.0万 (7.2%)
3. Ishares Gold Trust (IAU) — US$5157.8万 (6.8%)
4. Apple INC (AAPL) — US$2372.4万 (3.1%)
5. Vanguard Mid-cap ETF (VO) — US$2255.9万 (3.0%)
Meridian Wealth Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Meridian Wealth Advisors, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 22 个既有持股、减仓 20 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Netflix INC (NFLX); 新建仓: Uber Technologies INC (UBER); 新建仓: Medtronic plc (MDT); 新建仓: Dover CORP (DOV); 清仓: Arista Networks INC (ANET)
Meridian Wealth Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Meridian Wealth Advisors, LLC 的主要板块分布如下：
• Information Technology: 25.9%
• Energy: 18.0%
• Financials: 13.9%
• Health Care: 8.8%
• Consumer Discretionary: 8.7%
• Industrials: 8.1%