Meriwether Wealth & Planning, LLC
MINDEN LA · SEC CIK 0002055554
$2.02亿2026Q2 申报市值
122持仓数
57.1%前十大占比 · 第一大 11.6%
7 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DYNF 新建仓+$831.99万
BSCS 加仓+$668.57万
VXUS 加仓+$332.00万
SEI EXCHANGE TRA 新建仓+$80.41万
SCHV 加仓+$52.14万
2026Q2 卖出最多 按季末市值估算
BSCQ 减仓-$648.84万
SPLV 减仓-$501.23万
SEIQ 清仓-$467.81万
SNY 清仓-$83.72万
SBUX 清仓-$27.97万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $103.61万 | 0.51% | 2,679 | -183 | -6.4% | -$7.08万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $106.98万 | 0.53% | 7,069 | 386 | 5.8% | $5.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $107.00万 | 0.53% | 20,147 | -536 | -2.6% | -$2.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $113.34万 | 0.56% | 1,728 | 478 | 38.2% | $31.35万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $114.27万 | 0.57% | 37,186 | -397 | -1.1% | -$1.22万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $115.98万 | 0.57% | 8,020 | -39 | -0.5% | -$5,640 | 减仓 |
| COP | CONOCOPHILLIPS | $116.75万 | 0.58% | 11,230 | 61 | 0.5% | $6,342 | 加仓 |
| V | VISA INC | $117.06万 | 0.58% | 3,412 | -54 | -1.6% | -$1.85万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $121.96万 | 0.60% | 3,443 | 28 | 0.8% | $9,919 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $146.06万 | 0.72% | 15,830 | 184 | 1.2% | $1.70万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $168.49万 | 0.84% | 9,453 | 603 | 6.8% | $10.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $170.64万 | 0.85% | 8,528 | 155 | 1.9% | $3.10万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $190.99万 | 0.95% | 26,805 | 3,249 | 13.8% | $23.15万 | 加仓 |
| AAPL | APPLE INC | $205.59万 | 1.02% | 7,105 | 343 | 5.1% | $9.93万 | 加仓 |
| CAT | CATERPILLAR INC | $211.49万 | 1.05% | 1,986 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $216.69万 | 1.07% | 5,809 | 174 | 3.1% | $6.49万 | 加仓 |
| AMAT | APPLIED MATLS INC | $235.55万 | 1.17% | 3,258 | -372 | -10.2% | -$26.90万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $278.18万 | 1.38% | 46,140 | 6,843 | 17.4% | $41.26万 | 加仓 |
| AMZN | AMAZON COM INC | $290.94万 | 1.44% | 12,207 | 428 | 3.6% | $10.20万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $309.68万 | 1.54% | 55,153 | 7,495 | 15.7% | $42.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $319.95万 | 1.59% | 6,394 | 104 | 1.7% | $5.20万 | 加仓 |
| GOOG | ALPHABET INC | $333.08万 | 1.65% | 9,427 | -183 | -1.9% | -$6.47万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $364.13万 | 1.81% | 155,345 | 2,785 | 1.8% | $6.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $410.44万 | 2.03% | 12,539 | 101 | 0.8% | $3.31万 | 加仓 |
| — | EXXON MOBIL CORP | $530.92万 | 2.63% | 38,833 | 37 | 0.1% | $5,059 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $704.61万 | 3.49% | 345,990 | 328,292 | 1,855.0% | $668.57万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $722.32万 | 3.58% | 199,923 | -4,706 | -2.3% | -$17.00万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $756.02万 | 3.75% | 385,428 | 4,743 | 1.2% | $9.30万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $831.99万 | 4.12% | 122,334 | 122,334 | — | $831.99万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $1,161.48万 | 5.76% | 135,861 | 38,835 | 40.0% | $332.00万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,832.71万 | 9.09% | 402,883 | 7,295 | 1.8% | $33.18万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,222.47万 | 11.02% | 656,757 | 14,802 | 2.3% | $50.09万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,335.76万 | 11.58% | 671,004 | 14,978 | 2.3% | $52.14万 | 加仓 |