Meriwether Wealth & Planning, LLC
MINDEN LA · SEC CIK 0002055554
$1.83亿2026Q1 申报市值
126持仓数
55.3%前十大占比 · 第一大 11.0%
12 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VXUS 新建仓+$748.17万
FBND 加仓+$151.33万
BSCR 加仓+$80.81万
BSCQ 加仓+$74.84万
SPLV 加仓+$63.10万
2026Q1 卖出最多 按季末市值估算
SCHV 减仓-$328.61万
SCHG 减仓-$232.94万
OACP 清仓-$100.94万
KMX 清仓-$86.15万
BAC 减仓-$73.58万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OACP | UNIFIED SER TR | $0 | 0.00% | 0 | -43,820 | -100.0% | -$100.94万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -22,295 | -100.0% | -$86.15万 | 清仓 |
| OALC | UNIFIED SER TR | $0 | 0.00% | 0 | -17,386 | -100.0% | -$61.63万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -5,513 | -100.0% | -$48.02万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,585 | -100.0% | -$25.94万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -10,074 | -100.0% | -$25.67万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,242 | -100.0% | -$25.33万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -963 | -100.0% | -$23.34万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,197 | -100.0% | -$20.47万 | 清仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $2.86万 | 0.02% | 10,374 | 91 | 0.9% | $251 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $13.20万 | 0.07% | 26,244 | -3,370 | -11.4% | -$1.70万 | 减仓 |
| SLI | STANDARD LITHIUM LTD | $17.58万 | 0.10% | 51,545 | 5,447 | 11.8% | $1.86万 | 加仓 |
| NRG | NRG ENERGY INC | $20.58万 | 0.11% | 1,408 | 20 | 1.4% | $2,923 | 加仓 |
| CSCO | CISCO SYS INC | $20.62万 | 0.11% | 2,658 | 55 | 2.1% | $4,267 | 加仓 |
| CRM | SALESFORCE INC | $20.65万 | 0.11% | 1,106 | 90 | 8.9% | $1.68万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $20.97万 | 0.11% | 1,747 | -194 | -10.0% | -$2.33万 | 减仓 |
| KO | COCA COLA CO | $21.12万 | 0.12% | 2,777 | 2,777 | — | $21.12万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $21.13万 | 0.12% | 1,239 | 1,239 | — | $21.13万 | 新建仓 |
| F | FORD MTR CO | $21.16万 | 0.12% | 18,338 | 607 | 3.4% | $7,005 | 加仓 |
| DIS | DISNEY WALT CO | $21.20万 | 0.12% | 2,200 | -439 | -16.6% | -$4.23万 | 减仓 |
| TLN | TALEN ENERGY CORP | $21.29万 | 0.12% | 667 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $21.34万 | 0.12% | 4,378 | -15,093 | -77.5% | -$73.58万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $22.19万 | 0.12% | 764 | -141 | -15.6% | -$4.10万 | 减仓 |
| OKLO | OKLO INC | $22.61万 | 0.12% | 4,560 | 15 | 0.3% | $744 | 加仓 |
| NEE | NEXTERA ENERGY INC | $22.84万 | 0.13% | 2,459 | -400 | -14.0% | -$3.72万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.60万 | 0.13% | 845 | -1 | -0.1% | -$279 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.62万 | 0.13% | 237 | 2 | 0.9% | $1,993 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $23.98万 | 0.13% | 1,893 | -19 | -1.0% | -$2,407 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.12万 | 0.13% | 1,670 | -69 | -4.0% | -$9,966 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.51万 | 0.13% | 4,324 | -354 | -7.6% | -$2.01万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $25.00万 | 0.14% | 1,993 | -3 | -0.2% | -$376 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $25.04万 | 0.14% | 3,400 | 0 | 0.0% | — | 不变 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $25.53万 | 0.14% | 9,975 | 1,578 | 18.8% | $4.04万 | 加仓 |
| SO | SOUTHERN CO | $25.69万 | 0.14% | 2,662 | 20 | 0.8% | $1,930 | 加仓 |
| AVGO | BROADCOM INC | $25.78万 | 0.14% | 833 | 99 | 13.5% | $3.06万 | 加仓 |
| ETR | ENTERGY CORP NEW | $25.85万 | 0.14% | 2,301 | -92 | -3.8% | -$1.03万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $25.89万 | 0.14% | 1,405 | 21 | 1.5% | $3,870 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.15万 | 0.14% | 1,766 | 0 | 0.0% | — | 不变 |
| SELV | SEI EXCHANGE TRADED FUNDS | $26.19万 | 0.14% | 8,100 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $26.28万 | 0.14% | 778 | 778 | — | $26.28万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.34万 | 0.14% | 1,295 | 80 | 6.6% | $1.63万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $26.66万 | 0.15% | 12,675 | 2,388 | 23.2% | $5.02万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $27.47万 | 0.15% | 8,872 | 282 | 3.3% | $8,731 | 加仓 |
| SBUX | STARBUCKS CORP | $27.97万 | 0.15% | 3,122 | -112 | -3.5% | -$1.00万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $28.28万 | 0.15% | 566 | -84 | -12.9% | -$4.20万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $29.54万 | 0.16% | 12,371 | 812 | 7.0% | $1.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $30.49万 | 0.17% | 698 | 30 | 4.5% | $1.31万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $30.87万 | 0.17% | 1,500 | 24 | 1.6% | $4,939 | 加仓 |
| GLD | SPDR GOLD TR | $31.76万 | 0.17% | 738 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $32.51万 | 0.18% | 11,579 | 632 | 5.8% | $1.77万 | 加仓 |
| META | META PLATFORMS INC | $32.67万 | 0.18% | 571 | 2 | 0.4% | $1,144 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.75万 | 0.18% | 4,131 | 605 | 17.2% | $4.80万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $33.71万 | 0.18% | 1,445 | 1,445 | — | $33.71万 | 新建仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $33.94万 | 0.19% | 8,167 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $34.24万 | 0.19% | 20,479 | 20,479 | — | $34.24万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $35.41万 | 0.19% | 2,704 | -70 | -2.5% | -$9,166 | 减仓 |
| FDX | FEDEX CORP | $35.55万 | 0.19% | 998 | -2 | -0.2% | -$712 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $36.09万 | 0.20% | 19,338 | 19,338 | — | $36.09万 | 新建仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $36.14万 | 0.20% | 17,698 | 17,698 | — | $36.14万 | 新建仓 |
| AMGN | AMGEN INC | $36.49万 | 0.20% | 1,037 | -31 | -2.9% | -$1.09万 | 减仓 |
| ESUM | STRATEGY SHS | $38.60万 | 0.21% | 14,743 | 2,993 | 25.5% | $7.84万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $39.38万 | 0.22% | 1,986 | 1,986 | — | $39.38万 | 新建仓 |
| LLY | ELI LILLY & CO | $39.83万 | 0.22% | 433 | 2 | 0.5% | $1,840 | 加仓 |
| ENB | ENBRIDGE INC | $39.88万 | 0.22% | 7,366 | -21 | -0.3% | -$1,137 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.80万 | 0.22% | 830 | 830 | — | $40.80万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $41.73万 | 0.23% | 9,168 | -1,208 | -11.6% | -$5.50万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $42.82万 | 0.23% | 4,050 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $43.12万 | 0.24% | 2,777 | 90 | 3.3% | $1.40万 | 加仓 |
| KLAC | KLA CORP | $43.88万 | 0.24% | 298 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $45.05万 | 0.25% | 8,042 | 8,042 | — | $45.05万 | 新建仓 |
| RTX | RTX CORPORATION | $45.08万 | 0.25% | 2,337 | -162 | -6.5% | -$3.12万 | 减仓 |
| SMH | VANECK ETF TRUST | $47.92万 | 0.26% | 1,250 | 7 | 0.6% | $2,684 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.26万 | 0.26% | 1,428 | -247 | -14.7% | -$8.35万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $48.27万 | 0.26% | 22,260 | -236 | -1.0% | -$5,118 | 减仓 |
| TSLA | TESLA INC | $51.26万 | 0.28% | 1,379 | 185 | 15.5% | $6.88万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $51.36万 | 0.28% | 1,500 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.64万 | 0.29% | 6,361 | 953 | 17.6% | $7.89万 | 加仓 |
| AON | AON PLC | $52.68万 | 0.29% | 1,632 | 1,632 | — | $52.68万 | 新建仓 |
| ABBV | ABBVIE INC | $53.65万 | 0.29% | 2,467 | -99 | -3.9% | -$2.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.33万 | 0.30% | 3,714 | -7 | -0.2% | -$1,024 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.02万 | 0.31% | 1,237 | 34 | 2.8% | $1.57万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.02万 | 0.32% | 18,910 | -2,987 | -13.6% | -$9.16万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $58.49万 | 0.32% | 25,239 | -188 | -0.7% | -$4,357 | 减仓 |
| GOOGL | ALPHABET INC | $58.83万 | 0.32% | 2,046 | 191 | 10.3% | $5.49万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $65.72万 | 0.36% | 29,385 | -235 | -0.8% | -$5,256 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $67.54万 | 0.37% | 8,586 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.97万 | 0.39% | 3,750 | -250 | -6.2% | -$4.80万 | 减仓 |
| MCK | MCKESSON CORP | $72.17万 | 0.40% | 834 | -280 | -25.1% | -$24.23万 | 减仓 |
| WMT | WALMART INC | $80.91万 | 0.44% | 6,510 | 85 | 1.3% | $1.06万 | 加仓 |
| SNY | SANOFI SA | $83.72万 | 0.46% | 17,376 | 1,293 | 8.0% | $6.23万 | 加仓 |
| OMC | OMNICOM GROUP INC | $83.74万 | 0.46% | 11,120 | 981 | 9.7% | $7.39万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $83.79万 | 0.46% | 2,862 | 916 | 47.1% | $26.82万 | 加仓 |
| MDT | MEDTRONIC PLC | $85.15万 | 0.47% | 9,827 | 239 | 2.5% | $2.07万 | 加仓 |
| DE | DEERE & CO | $85.96万 | 0.47% | 1,526 | -1 | -0.1% | -$563 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.05万 | 0.47% | 22,741 | 143 | 0.6% | $5,411 | 加仓 |
| UL | UNILEVER PLC | $91.06万 | 0.50% | 15,984 | 100 | 0.6% | $5,697 | 加仓 |
| NVS | NOVARTIS AG | $92.77万 | 0.51% | 6,073 | -3,436 | -36.1% | -$52.48万 | 减仓 |
| ADI | ANALOG DEVICES INC | $93.37万 | 0.51% | 2,935 | -796 | -21.3% | -$25.32万 | 减仓 |
| ORCL | ORACLE CORP | $93.55万 | 0.51% | 6,359 | 1,140 | 21.8% | $16.77万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $95.60万 | 0.52% | 8,059 | -2,838 | -26.0% | -$33.67万 | 减仓 |