Meridian Financial Partners LLC 13F 持仓 · 2026年Q2
Meridian Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 119 只证券,申报市值合计 2.93 亿美元。前几大持仓:VOO(10.41%)、JMEE(9.07%)、DGRO(8.40%)。本季前 25 大持仓中:增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $30.5M | 10.41% | 44,262 | 增持 |
| 2 | JMEE | J P MORGAN EXCHANGE TRADED F | $26.6M | 9.07% | 347,624 | 增持 |
| 3 | DGRO | ISHARES TR | $24.6M | 8.40% | 317,378 | 减持 |
| 4 | IVLU | ISHARES TR | $15.6M | 5.31% | 368,005 | 增持 |
| 5 | IWY | ISHARES TR | $12.5M | 4.27% | 43,243 | 增持 |
| 6 | IDEQ | LAZARD ACTIVE ETF TR | $11.1M | 3.77% | 319,202 | 增持 |
| 7 | AAPL | APPLE INC | $10.3M | 3.50% | 31,340 | 减持 |
| 8 | IVV | ISHARES TR | $8.8M | 3.00% | 11,610 | 减持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $6.0M | 2.05% | 11,344 | 减持 |
| 10 | VABK | VIRGINIA NATL BK CHRLOTSVLE | $5.8M | 1.98% | 127,161 | 减持 |
| 11 | GOOGL | ALPHABET INC | $5.5M | 1.89% | 14,923 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $5.5M | 1.86% | 13,776 | 减持 |
| 13 | JPST | J P MORGAN EXCHANGE TRADED F | $5.4M | 1.84% | 107,084 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $5.1M | 1.73% | 23,897 | 减持 |
| 15 | AMZN | AMAZON COM INC | $4.9M | 1.68% | 19,338 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $4.7M | 1.62% | 32,816 | 减持 |
| 17 | BIV | VANGUARD BD INDEX FDS | $4.2M | 1.43% | 55,184 | 增持 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $3.8M | 1.31% | 18,544 | 增持 |
| 19 | GOOG | ALPHABET INC | $3.5M | 1.21% | 9,561 | 增持 |
| 20 | DLN | WISDOMTREE TR | $3.5M | 1.20% | 36,050 | 减持 |
| 21 | V | VISA INC | $3.5M | 1.20% | 9,910 | 减持 |
| 22 | JPM | JPMORGAN CHASE & CO | $3.5M | 1.19% | 10,029 | 增持 |
| 23 | DGRW | WISDOMTREE TR | $3.4M | 1.15% | 34,905 | 减持 |
| 24 | IWV | ISHARES TR | $3.1M | 1.06% | 7,209 | 减持 |
| 25 | AVGO | BROADCOM INC | $3.0M | 1.02% | 7,586 | 增持 |
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