Meridian Financial Advisors, LLC 13F 持仓 · 2026年Q2
Meridian Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 146 只证券，申报市值合计 2.08 亿美元。前几大持仓：IVV（5.26%）、SCHD（5.12%）、QQQ（4.93%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $10.9M | 5.26% | 14,620 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $10.7M | 5.12% | 336,197 | 减持 |
| 3 | QQQ | INVESCO QQQ TR | $10.3M | 4.93% | 13,948 | 减持 |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $9.9M | 4.75% | 195,332 | 减持 |
| 5 | DGRO | ISHARES TR | $9.4M | 4.51% | 123,859 | 增持 |
| 6 | IJR | ISHARES TR | $8.5M | 4.08% | 57,316 | 减持 |
| 7 | IJH | ISHARES TR | $7.7M | 3.70% | 99,873 | 减持 |
| 8 | SPYM | SPDR SERIES TRUST | $6.8M | 3.28% | 77,729 | 增持 |
| 9 | DGRW | WISDOMTREE TR | $5.7M | 2.76% | 60,080 | 增持 |
| 10 | VO | VANGUARD INDEX FDS | $5.1M | 2.45% | 63,316 | 增持 |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $5.0M | 2.41% | 16,554 | 增持 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $4.2M | 2.03% | 19,831 | 减持 |
| 13 | VB | VANGUARD INDEX FDS | $4.0M | 1.93% | 13,274 | 增持 |
| 14 | SDY | SPDR SERIES TRUST | $4.0M | 1.92% | 26,212 | 增持 |
| 15 | SPSM | SPDR SERIES TRUST | $3.9M | 1.87% | 67,352 | 增持 |
| 16 | RWL | INVESCO EXCH TRADED FD TR II | $3.8M | 1.82% | 29,725 | 增持 |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $2.8M | 1.35% | 35,521 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $2.6M | 1.23% | 6,838 | 增持 |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.5M | 1.19% | 27,589 | 减持 |
| 20 | VOT | VANGUARD INDEX FDS | $2.5M | 1.19% | 8,059 | 减持 |
| 21 | SPYG | SPDR SERIES TRUST | $2.4M | 1.16% | 20,339 | 减持 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $2.4M | 1.14% | 10,018 | 减持 |
| 23 | LVHI | LEGG MASON ETF INVT | $2.3M | 1.08% | 55,485 | 增持 |
| 24 | SPMD | SPDR SERIES TRUST | $2.2M | 1.04% | 32,034 | 增持 |
| 25 | RIGS | ALPS ETF TR | $2.1M | 0.99% | 90,591 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR