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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $25.78万 | 0.14% | 833 | 99 | 13.5% | $3.06万 | 加仓 |
| SO | SOUTHERN CO | $25.69万 | 0.14% | 2,662 | 20 | 0.8% | $1,930 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $25.53万 | 0.14% | 9,975 | 1,578 | 18.8% | $4.04万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $25.04万 | 0.14% | 3,400 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $25.00万 | 0.14% | 1,993 | -3 | -0.2% | -$376 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.51万 | 0.13% | 4,324 | -354 | -7.6% | -$2.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.12万 | 0.13% | 1,670 | -69 | -4.0% | -$9,966 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $23.98万 | 0.13% | 1,893 | -19 | -1.0% | -$2,407 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.62万 | 0.13% | 237 | 2 | 0.9% | $1,993 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.60万 | 0.13% | 845 | -1 | -0.1% | -$279 | 减仓 |
| NEE | NEXTERA ENERGY INC | $22.84万 | 0.13% | 2,459 | -400 | -14.0% | -$3.72万 | 减仓 |
| OKLO | OKLO INC | $22.61万 | 0.12% | 4,560 | 15 | 0.3% | $744 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $22.19万 | 0.12% | 764 | -141 | -15.6% | -$4.10万 | 减仓 |
| BAC | BANK AMERICA CORP | $21.34万 | 0.12% | 4,378 | -15,093 | -77.5% | -$73.58万 | 减仓 |
| TLN | TALEN ENERGY CORP | $21.29万 | 0.12% | 667 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $21.20万 | 0.12% | 2,200 | -439 | -16.6% | -$4.23万 | 减仓 |
| F | FORD MTR CO | $21.16万 | 0.12% | 18,338 | 607 | 3.4% | $7,005 | 加仓 |
| IQV | IQVIA HLDGS INC | $21.13万 | 0.12% | 1,239 | 1,239 | — | $21.13万 | 新建仓 |
| KO | COCA COLA CO | $21.12万 | 0.12% | 2,777 | 2,777 | — | $21.12万 | 新建仓 |
| ONEY | SPDR SERIES TRUST | $20.97万 | 0.11% | 1,747 | -194 | -10.0% | -$2.33万 | 减仓 |
| CRM | SALESFORCE INC | $20.65万 | 0.11% | 1,106 | 90 | 8.9% | $1.68万 | 加仓 |
| CSCO | CISCO SYS INC | $20.62万 | 0.11% | 2,658 | 55 | 2.1% | $4,267 | 加仓 |
| NRG | NRG ENERGY INC | $20.58万 | 0.11% | 1,408 | 20 | 1.4% | $2,923 | 加仓 |
| SLI | STANDARD LITHIUM LTD | $17.58万 | 0.10% | 51,545 | 5,447 | 11.8% | $1.86万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $13.20万 | 0.07% | 26,244 | -3,370 | -11.4% | -$1.70万 | 减仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $2.86万 | 0.02% | 10,374 | 91 | 0.9% | $251 | 加仓 |
| 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 |