Meridian Wealth Partners, LLC 13F 持仓 · 2026年Q2
Meridian Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 125 只证券，申报市值合计 8.26 亿美元。前几大持仓：SCHX（12.71%）、DFAC（12.63%）、AGG（11.92%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $105.0M | 12.71% | 3.6M | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $104.3M | 12.63% | 2.4M | 减持 |
| 3 | AGG | ISHARES TR | $98.4M | 11.92% | 994,500 | 增持 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $58.7M | 7.10% | 1.1M | 增持 |
| 5 | IVW | ISHARES TR | $37.9M | 4.58% | 275,265 | 增持 |
| 6 | EFG | ISHARES TR | $35.9M | 4.34% | 288,300 | 增持 |
| 7 | VLUE | ISHARES TR | $34.0M | 4.12% | 170,213 | 减持 |
| 8 | IXUS | ISHARES TR | $32.1M | 3.89% | 336,456 | 增持 |
| 9 | DFAX | DIMENSIONAL ETF TRUST | $31.1M | 3.77% | 844,650 | 减持 |
| 10 | MBB | ISHARES TR | $28.1M | 3.40% | 297,555 | 增持 |
| 11 | SCHB | SCHWAB STRATEGIC TR | $27.1M | 3.29% | 937,426 | 增持 |
| 12 | QUAL | ISHARES TR | $25.2M | 3.05% | 115,000 | 增持 |
| 13 | IEMG | ISHARES INC | $22.9M | 2.77% | 276,484 | 减持 |
| 14 | EFV | ISHARES TR | $18.5M | 2.24% | 241,314 | 增持 |
| 15 | MUB | ISHARES TR | $16.4M | 1.99% | 152,797 | 减持 |
| 16 | SCHO | SCHWAB STRATEGIC TR | $14.1M | 1.70% | 582,657 | 增持 |
| 17 | IWM | ISHARES TR | $11.5M | 1.39% | 38,156 | 增持 |
| 18 | AAPL | APPLE INC | $10.5M | 1.28% | 36,455 | 减持 |
| 19 | PPG | PPG INDS INC | $9.5M | 1.15% | 78,167 | 减持 |
| 20 | SCHM | SCHWAB STRATEGIC TR | $8.5M | 1.03% | 230,886 | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $6.9M | 0.84% | 18,686 | 增持 |
| 22 | SUB | ISHARES TR | $6.6M | 0.79% | 61,596 | 减持 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $5.8M | 0.70% | 70,708 | 增持 |
| 24 | IVV | ISHARES TR | $5.1M | 0.61% | 6,759 | 减持 |
| 25 | NVDA | NVIDIA CORPORATION | $4.4M | 0.53% | 21,787 | 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