Meridian Wealth Management, LLC 13F 持仓 · 2026年Q2
Meridian Wealth Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 809 只证券,申报市值合计 32.46 亿美元。前几大持仓:NVDA(4.51%)、QQQ(3.86%)、AAPL(3.78%)。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 | NVDA | NVIDIA CORPORATION | $146.4M | 4.51% | 729,972 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $125.2M | 3.86% | 170,017 | 增持 |
| 3 | AAPL | APPLE INC | $122.8M | 3.78% | 424,395 | 增持 |
| 4 | XOM | EXXON MOBIL CORP | $88.3M | 2.72% | 645,636 | 减持 |
| 5 | AMZN | AMAZON COM INC | $84.0M | 2.59% | 352,472 | 减持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $77.3M | 2.38% | 104,246 | 减持 |
| 7 | GOOGL | ALPHABET INC | $69.4M | 2.14% | 194,206 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $64.0M | 1.97% | 195,616 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $62.1M | 1.91% | 166,473 | 减持 |
| 10 | MU | MICRON TECHNOLOGY INC | $53.7M | 1.65% | 46,508 | 减持 |
| 11 | AVGO | BROADCOM INC | $51.8M | 1.60% | 136,809 | 增持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $45.0M | 1.39% | 77,535 | 减持 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.6M | 1.28% | 87,014 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $37.3M | 1.15% | 74,514 | 减持 |
| 15 | CAT | CATERPILLAR INC | $35.3M | 1.09% | 33,139 | 增持 |
| 16 | VUG | VANGUARD INDEX FDS | $35.2M | 1.08% | 399,284 | 增持 |
| 17 | SPMO | INVESCO EXCH TRADED FD TR II | $34.5M | 1.06% | 213,710 | 减持 |
| 18 | GOOG | ALPHABET INC | $34.2M | 1.05% | 96,830 | 增持 |
| 19 | IVV | ISHARES TR | $33.7M | 1.04% | 45,063 | 减持 |
| 20 | META | META PLATFORMS INC | $32.4M | 1.00% | 57,460 | 减持 |
| 21 | VTV | VANGUARD INDEX FDS | $30.6M | 0.94% | 140,666 | 增持 |
| 22 | SCHG | SCHWAB STRATEGIC TR | $30.1M | 0.93% | 889,403 | 增持 |
| 23 | TSLA | TESLA INC | $30.1M | 0.93% | 71,678 | 增持 |
| 24 | AER | AERCAP HOLDINGS NV | $26.8M | 0.82% | 183,574 | 增持 |
| 25 | SMTH | ALPS ETF TR | $23.8M | 0.73% | 923,625 | 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