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 |
|---|---|---|---|---|---|---|---|---|
| ET | ENERGY TRANSFER L P | $97.25万 | 0.53% | 50,386 | -1,000 | -1.9% | -$1.93万 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $101.62万 | 0.56% | 37,583 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.76万 | 0.57% | 3,466 | 467 | 15.6% | $14.11万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $105.08万 | 0.58% | 6,683 | 2,215 | 49.6% | $34.83万 | 加仓 |
| CVX | CHEVRON CORPORATION | $105.23万 | 0.58% | 5,086 | 149 | 3.0% | $3.08万 | 加仓 |
| LOW | LOWES COS INC | $105.97万 | 0.58% | 4,485 | -84 | -1.8% | -$1.98万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $117.21万 | 0.64% | 3,415 | -35 | -1.0% | -$1.20万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $123.86万 | 0.68% | 43,143 | 2,694 | 6.7% | $7.73万 | 加仓 |
| AMAT | APPLIED MATLS INC | $124.07万 | 0.68% | 3,630 | -409 | -10.1% | -$13.98万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $126.70万 | 0.69% | 20,683 | 203 | 1.0% | $1.24万 | 加仓 |
| CAT | CATERPILLAR INC | $140.70万 | 0.77% | 1,986 | -2 | -0.1% | -$1,417 | 减仓 |
| NVDA | NVIDIA CORPORATION | $146.03万 | 0.80% | 8,373 | 382 | 4.8% | $6.66万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $147.04万 | 0.81% | 15,646 | -860 | -5.2% | -$8.08万 | 减仓 |
| COP | CONOCOPHILLIPS | $147.43万 | 0.81% | 11,169 | 224 | 2.0% | $2.96万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $149.05万 | 0.82% | 354 | 78 | 28.3% | $32.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $150.95万 | 0.83% | 23,556 | 3,313 | 16.4% | $21.23万 | 加仓 |
| AAPL | APPLE INC | $171.61万 | 0.94% | 6,762 | 132 | 2.0% | $3.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $208.59万 | 1.14% | 5,635 | 672 | 13.5% | $24.88万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $215.50万 | 1.18% | 39,297 | 8,476 | 27.5% | $46.48万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $217.08万 | 1.19% | 47,658 | 10,466 | 28.1% | $47.67万 | 加仓 |
| AMZN | AMAZON COM INC | $245.32万 | 1.34% | 11,779 | 2,437 | 26.1% | $50.76万 | 加仓 |
| GOOG | ALPHABET INC | $275.67万 | 1.51% | 9,610 | -743 | -7.2% | -$21.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.42万 | 1.65% | 6,290 | 140 | 2.3% | $6.71万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $355.77万 | 1.95% | 152,560 | 12,210 | 8.7% | $28.47万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $365.88万 | 2.00% | 12,438 | -1,139 | -8.4% | -$33.50万 | 减仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $467.81万 | 2.56% | 128,484 | 7,819 | 6.5% | $28.47万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $511.39万 | 2.80% | 69,920 | 8,627 | 14.1% | $63.10万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $595.06万 | 3.26% | 204,629 | 8,686 | 4.4% | $25.26万 | 加仓 |
| — | EXXON MOBIL CORP | $658.21万 | 3.61% | 38,796 | -1,099 | -2.8% | -$18.65万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $689.18万 | 3.78% | 352,881 | 38,320 | 12.2% | $74.84万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $747.09万 | 4.09% | 380,685 | 41,177 | 12.1% | $80.81万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $748.17万 | 4.10% | 97,026 | 97,026 | — | $748.17万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,804.67万 | 9.89% | 395,588 | 33,171 | 9.2% | $151.33万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,870.01万 | 10.24% | 641,955 | -79,966 | -11.1% | -$232.94万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,000.88万 | 10.96% | 656,026 | -107,742 | -14.1% | -$328.61万 | 减仓 |