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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $25.96万 | 0.13% | 2,712 | 50 | 1.9% | $4,786 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $25.75万 | 0.13% | 9,975 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $25.55万 | 0.13% | 665 | -2 | -0.3% | -$769 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.22万 | 0.13% | 1,720 | 50 | 3.0% | $7,332 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.95万 | 0.12% | 4,417 | 93 | 2.2% | $5,253 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.69万 | 0.12% | 842 | 78 | 10.2% | $2.29万 | 加仓 |
| AROC | ARCHROCK INC | $24.65万 | 0.12% | 6,054 | 6,054 | — | $24.65万 | 新建仓 |
| BAC | BANK OF AMER CORP | $24.61万 | 0.12% | 4,319 | -59 | -1.3% | -$3,362 | 减仓 |
| ETR | ENTERGY CORP NEW | $24.40万 | 0.12% | 2,124 | -177 | -7.7% | -$2.03万 | 减仓 |
| OKLO | OKLO INC | $23.97万 | 0.12% | 4,580 | 20 | 0.4% | $1,047 | 加仓 |
| ONEY | SPDR SERIES TRUST | $22.71万 | 0.11% | 1,773 | 26 | 1.5% | $3,331 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.47万 | 0.11% | 3,000 | -66,920 | -95.7% | -$501.23万 | 减仓 |
| KO | COCA COLA CO | $22.23万 | 0.11% | 2,735 | -42 | -1.5% | -$3,413 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.08万 | 0.11% | 236 | -1 | -0.4% | -$935 | 减仓 |
| VST | VISTRA CORP | $21.80万 | 0.11% | 1,374 | 1,374 | — | $21.80万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $21.17万 | 0.10% | 2,260 | 2,260 | — | $21.17万 | 新建仓 |
| PFE | PFIZER INC | $21.14万 | 0.10% | 8,780 | -2,799 | -24.2% | -$6.74万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.91万 | 0.10% | 842 | -3 | -0.4% | -$745 | 减仓 |
| DIS | DISNEY WALT CO | $20.89万 | 0.10% | 2,170 | -30 | -1.4% | -$2,888 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $15.30万 | 0.08% | 26,246 | 2 | 0.0% | $12 | 加仓 |
| SLI | STANDARD LITHIUM CORP | $14.17万 | 0.07% | 51,545 | 0 | 0.0% | — | 不变 |
| — | MARTIN MIDSTREAM PRTNRS L P | $2.44万 | 0.01% | 10,557 | 183 | 1.8% | $423 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -128,484 | -100.0% | -$467.81万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -17,376 | -100.0% | -$83.72万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -3,122 | -100.0% | -$27.97万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,766 | -100.0% | -$26.15万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,400 | -100.0% | -$25.04万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,993 | -100.0% | -$25.00万 | 清仓 |
| LAMR | LAMAR ADVERTISING CO | $0 | 0.00% | 0 | -1,893 | -100.0% | -$23.98万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,459 | -100.0% | -$22.84万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,239 | -100.0% | -$21.13万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,106 | -100.0% | -$20.65万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,408 | -100.0% | -$20.58万 | 清仓 |