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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $2,335.76万 | 11.58% | 671,004 | 14,978 | 2.3% | $52.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,222.47万 | 11.02% | 656,757 | 14,802 | 2.3% | $50.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,832.71万 | 9.09% | 402,883 | 7,295 | 1.8% | $33.18万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,161.48万 | 5.76% | 135,861 | 38,835 | 40.0% | $332.00万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $831.99万 | 4.12% | 122,334 | 122,334 | — | $831.99万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $756.02万 | 3.75% | 385,428 | 4,743 | 1.2% | $9.30万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $722.32万 | 3.58% | 199,923 | -4,706 | -2.3% | -$17.00万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $704.61万 | 3.49% | 345,990 | 328,292 | 1,855.0% | $668.57万 | 加仓 |
| — | EXXON MOBIL CORP | $530.92万 | 2.63% | 38,833 | 37 | 0.1% | $5,059 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $410.44万 | 2.03% | 12,539 | 101 | 0.8% | $3.31万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $364.13万 | 1.81% | 155,345 | 2,785 | 1.8% | $6.53万 | 加仓 |
| GOOG | ALPHABET INC | $333.08万 | 1.65% | 9,427 | -183 | -1.9% | -$6.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $319.95万 | 1.59% | 6,394 | 104 | 1.7% | $5.20万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $309.68万 | 1.54% | 55,153 | 7,495 | 15.7% | $42.08万 | 加仓 |
| AMZN | AMAZON COM INC | $290.94万 | 1.44% | 12,207 | 428 | 3.6% | $10.20万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $278.18万 | 1.38% | 46,140 | 6,843 | 17.4% | $41.26万 | 加仓 |
| AMAT | APPLIED MATLS INC | $235.55万 | 1.17% | 3,258 | -372 | -10.2% | -$26.90万 | 减仓 |
| MSFT | MICROSOFT CORP | $216.69万 | 1.07% | 5,809 | 174 | 3.1% | $6.49万 | 加仓 |
| CAT | CATERPILLAR INC | $211.49万 | 1.05% | 1,986 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $205.59万 | 1.02% | 7,105 | 343 | 5.1% | $9.93万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $190.99万 | 0.95% | 26,805 | 3,249 | 13.8% | $23.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $170.64万 | 0.85% | 8,528 | 155 | 1.9% | $3.10万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $168.49万 | 0.84% | 9,453 | 603 | 6.8% | $10.75万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $146.06万 | 0.72% | 15,830 | 184 | 1.2% | $1.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $121.96万 | 0.60% | 3,443 | 28 | 0.8% | $9,919 | 加仓 |
| V | VISA INC | $117.06万 | 0.58% | 3,412 | -54 | -1.6% | -$1.85万 | 减仓 |
| COP | CONOCOPHILLIPS | $116.75万 | 0.58% | 11,230 | 61 | 0.5% | $6,342 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $115.98万 | 0.57% | 8,020 | -39 | -0.5% | -$5,640 | 减仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $114.27万 | 0.57% | 37,186 | -397 | -1.1% | -$1.22万 | 减仓 |
| SMH | VANECK ETF TRUST | $113.34万 | 0.56% | 1,728 | 478 | 38.2% | $31.35万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $107.00万 | 0.53% | 20,147 | -536 | -2.6% | -$2.85万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $106.98万 | 0.53% | 7,069 | 386 | 5.8% | $5.84万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $103.61万 | 0.51% | 2,679 | -183 | -6.4% | -$7.08万 | 减仓 |
| ADI | ANALOG DEVICES INC | $103.30万 | 0.51% | 2,601 | -334 | -11.4% | -$13.27万 | 减仓 |
| WMT | WALMART INC | $102.58万 | 0.51% | 9,057 | 2,547 | 39.1% | $28.85万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $101.40万 | 0.50% | 41,304 | -1,839 | -4.3% | -$4.51万 | 减仓 |
| UL | UNILEVER PLC | $99.32万 | 0.49% | 16,521 | 537 | 3.4% | $3.23万 | 加仓 |
| LOW | LOWES COS INC | $98.67万 | 0.49% | 4,475 | -10 | -0.2% | -$2,205 | 减仓 |
| ET | ENERGY TRANSFER L P | $97.53万 | 0.48% | 51,011 | 625 | 1.2% | $1.19万 | 加仓 |
| MDT | MEDTRONIC PLC | $97.35万 | 0.48% | 12,444 | 2,617 | 26.6% | $20.47万 | 加仓 |
| DE | DEERE & CO | $96.61万 | 0.48% | 1,523 | -3 | -0.2% | -$1,903 | 减仓 |
| NVS | NOVARTIS AG | $96.13万 | 0.48% | 6,134 | 61 | 1.0% | $9,560 | 加仓 |
| KLAC | KLA CORP | $90.00万 | 0.45% | 2,983 | 3 | 0.1% | $905 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $87.38万 | 0.43% | 757 | -21 | -2.7% | -$2.42万 | 减仓 |
| ORCL | ORACLE CORP | $86.74万 | 0.43% | 5,919 | -440 | -6.9% | -$6.45万 | 减仓 |
| CVX | CHEVRON CORPORATION | $83.99万 | 0.42% | 5,067 | -19 | -0.4% | -$3,149 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.60万 | 0.41% | 22,741 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $81.52万 | 0.40% | 11,193 | 73 | 0.7% | $5,317 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $80.41万 | 0.40% | 31,945 | 31,945 | — | $80.41万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $79.79万 | 0.40% | 3,750 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $74.40万 | 0.37% | 8,586 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $72.09万 | 0.36% | 1,241 | -54 | -4.2% | -$3.14万 | 减仓 |
| GOOGL | ALPHABET INC | $71.30万 | 0.35% | 1,995 | -51 | -2.5% | -$1.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.96万 | 0.33% | 1,402 | -26 | -1.8% | -$1.24万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $65.66万 | 0.33% | 29,385 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $63.17万 | 0.31% | 836 | 2 | 0.2% | $1,511 | 加仓 |
| TSLA | TESLA INC | $61.58万 | 0.31% | 1,464 | 85 | 6.2% | $3.58万 | 加仓 |
| ABBV | ABBVIE INC | $61.35万 | 0.30% | 2,438 | -29 | -1.2% | -$7,298 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $60.38万 | 0.30% | 19,041 | 131 | 0.7% | $4,154 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $57.94万 | 0.29% | 25,239 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $55.76万 | 0.28% | 6,747 | 386 | 6.1% | $3.19万 | 加仓 |
| LLY | ELI LILLY & CO | $50.98万 | 0.25% | 425 | -8 | -1.8% | -$9,595 | 减仓 |
| AON | AON PLC | $49.79万 | 0.25% | 1,501 | -131 | -8.0% | -$4.35万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $49.39万 | 0.24% | 4,012 | 4,012 | — | $49.39万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $49.11万 | 0.24% | 1,235 | -2 | -0.2% | -$795 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $48.40万 | 0.24% | 22,260 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.55万 | 0.23% | 3,904 | 190 | 5.1% | $2.22万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $44.87万 | 0.22% | 3,606 | 1,620 | 81.6% | $20.16万 | 加仓 |
| ESUM | STRATEGY SHS | $44.66万 | 0.22% | 14,579 | -164 | -1.1% | -$5,024 | 减仓 |
| RTX | RTX CORPORATION | $44.02万 | 0.22% | 2,320 | -17 | -0.7% | -$3,225 | 减仓 |
| SPYD | SPDR SERIES TRUST | $43.99万 | 0.22% | 9,221 | 53 | 0.6% | $2,529 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $43.87万 | 0.22% | 1,500 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $41.47万 | 0.21% | 4,050 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.36万 | 0.21% | 825 | -5 | -0.6% | -$2,507 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $40.60万 | 0.20% | 11,012 | 2,140 | 24.1% | $7.89万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $40.16万 | 0.20% | 20,566 | -332,315 | -94.2% | -$648.84万 | 减仓 |
| ENB | ENBRIDGE INC | $39.55万 | 0.20% | 7,296 | -70 | -1.0% | -$3,795 | 减仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $39.20万 | 0.19% | 8,167 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD | $38.94万 | 0.19% | 7,306 | -736 | -9.2% | -$3.92万 | 减仓 |
| AMGN | AMGEN INC | $37.15万 | 0.18% | 1,026 | -11 | -1.1% | -$3,983 | 减仓 |
| VXF | VANGUARD INDEX FDS | $37.10万 | 0.18% | 1,507 | 7 | 0.5% | $1,723 | 加仓 |
| VUG | VANGUARD INDEX FDS | $36.84万 | 0.18% | 4,277 | 89 | 2.1% | $7,666 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $35.79万 | 0.18% | 19,268 | -70 | -0.4% | -$1,300 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.44万 | 0.17% | 1,451 | 6 | 0.4% | $1,424 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $33.97万 | 0.17% | 20,411 | -68 | -0.3% | -$1,132 | 减仓 |
| PEP | PEPSICO INC | $33.80万 | 0.17% | 2,496 | -281 | -10.1% | -$3.80万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.65万 | 0.16% | 4,131 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $32.39万 | 0.16% | 575 | 4 | 0.7% | $2,253 | 加仓 |
| FDX | FEDEX CORP | $31.19万 | 0.15% | 996 | -2 | -0.2% | -$626 | 减仓 |
| CSCO | CISCO SYS INC | $30.73万 | 0.15% | 2,616 | -42 | -1.6% | -$4,933 | 减仓 |
| AVGO | BROADCOM INC | $30.48万 | 0.15% | 807 | -26 | -3.1% | -$9,821 | 减仓 |
| VOE | VANGUARD INDEX FDS | $29.92万 | 0.15% | 1,514 | 109 | 7.8% | $2.15万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $28.67万 | 0.14% | 2,265 | -439 | -16.2% | -$5.56万 | 减仓 |
| F | FORD MTR CO | $28.36万 | 0.14% | 20,405 | 2,067 | 11.3% | $2.87万 | 加仓 |
| GLD | SPDR GOLD TR | $27.19万 | 0.13% | 738 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $26.87万 | 0.13% | 902 | 902 | — | $26.87万 | 新建仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $26.78万 | 0.13% | 12,675 | 0 | 0.0% | — | 不变 |
| SELV | SEI EXCHANGE TRADED FUNDS | $26.47万 | 0.13% | 8,100 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.25万 | 0.13% | 511 | -55 | -9.7% | -$2.82万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $26.03万 | 0.13% | 13,474 | 1,103 | 8.9% | $2.13万 | 加仓 |