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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $2,000.88万 | 10.96% | 656,026 | -107,742 | -14.1% | -$328.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,870.01万 | 10.24% | 641,955 | -79,966 | -11.1% | -$232.94万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,804.67万 | 9.89% | 395,588 | 33,171 | 9.2% | $151.33万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $748.17万 | 4.10% | 97,026 | 97,026 | — | $748.17万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $747.09万 | 4.09% | 380,685 | 41,177 | 12.1% | $80.81万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $689.18万 | 3.78% | 352,881 | 38,320 | 12.2% | $74.84万 | 加仓 |
| — | EXXON MOBIL CORP | $658.21万 | 3.61% | 38,796 | -1,099 | -2.8% | -$18.65万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $595.06万 | 3.26% | 204,629 | 8,686 | 4.4% | $25.26万 | 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 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $467.81万 | 2.56% | 128,484 | 7,819 | 6.5% | $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 |
| SPHY | SPDR SERIES TRUST | $355.77万 | 1.95% | 152,560 | 12,210 | 8.7% | $28.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $301.42万 | 1.65% | 6,290 | 140 | 2.3% | $6.71万 | 加仓 |
| GOOG | ALPHABET INC | $275.67万 | 1.51% | 9,610 | -743 | -7.2% | -$21.31万 | 减仓 |
| AMZN | AMAZON COM INC | $245.32万 | 1.34% | 11,779 | 2,437 | 26.1% | $50.76万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $217.08万 | 1.19% | 47,658 | 10,466 | 28.1% | $47.67万 | 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 |
| MSFT | MICROSOFT CORP | $208.59万 | 1.14% | 5,635 | 672 | 13.5% | $24.88万 | 加仓 |
| AAPL | APPLE INC | $171.61万 | 0.94% | 6,762 | 132 | 2.0% | $3.35万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $150.95万 | 0.83% | 23,556 | 3,313 | 16.4% | $21.23万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $149.05万 | 0.82% | 354 | 78 | 28.3% | $32.84万 | 加仓 |
| COP | CONOCOPHILLIPS | $147.43万 | 0.81% | 11,169 | 224 | 2.0% | $2.96万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $147.04万 | 0.81% | 15,646 | -860 | -5.2% | -$8.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $146.03万 | 0.80% | 8,373 | 382 | 4.8% | $6.66万 | 加仓 |
| CAT | CATERPILLAR INC | $140.70万 | 0.77% | 1,986 | -2 | -0.1% | -$1,417 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $126.70万 | 0.69% | 20,683 | 203 | 1.0% | $1.24万 | 加仓 |
| AMAT | APPLIED MATLS INC | $124.07万 | 0.68% | 3,630 | -409 | -10.1% | -$13.98万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $123.86万 | 0.68% | 43,143 | 2,694 | 6.7% | $7.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $117.21万 | 0.64% | 3,415 | -35 | -1.0% | -$1.20万 | 减仓 |
| LOW | LOWES COS INC | $105.97万 | 0.58% | 4,485 | -84 | -1.8% | -$1.98万 | 减仓 |
| CVX | CHEVRON CORPORATION | $105.23万 | 0.58% | 5,086 | 149 | 3.0% | $3.08万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $105.08万 | 0.58% | 6,683 | 2,215 | 49.6% | $34.83万 | 加仓 |
| V | VISA INC | $104.76万 | 0.57% | 3,466 | 467 | 15.6% | $14.11万 | 加仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $101.62万 | 0.56% | 37,583 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $97.25万 | 0.53% | 50,386 | -1,000 | -1.9% | -$1.93万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $95.60万 | 0.52% | 8,059 | -2,838 | -26.0% | -$33.67万 | 减仓 |
| ORCL | ORACLE CORP | $93.55万 | 0.51% | 6,359 | 1,140 | 21.8% | $16.77万 | 加仓 |
| ADI | ANALOG DEVICES INC | $93.37万 | 0.51% | 2,935 | -796 | -21.3% | -$25.32万 | 减仓 |
| NVS | NOVARTIS AG | $92.77万 | 0.51% | 6,073 | -3,436 | -36.1% | -$52.48万 | 减仓 |
| UL | UNILEVER PLC | $91.06万 | 0.50% | 15,984 | 100 | 0.6% | $5,697 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.05万 | 0.47% | 22,741 | 143 | 0.6% | $5,411 | 加仓 |
| DE | DEERE & CO | $85.96万 | 0.47% | 1,526 | -1 | -0.1% | -$563 | 减仓 |
| MDT | MEDTRONIC PLC | $85.15万 | 0.47% | 9,827 | 239 | 2.5% | $2.07万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $83.79万 | 0.46% | 2,862 | 916 | 47.1% | $26.82万 | 加仓 |
| OMC | OMNICOM GROUP INC | $83.74万 | 0.46% | 11,120 | 981 | 9.7% | $7.39万 | 加仓 |
| SNY | SANOFI SA | $83.72万 | 0.46% | 17,376 | 1,293 | 8.0% | $6.23万 | 加仓 |
| WMT | WALMART INC | $80.91万 | 0.44% | 6,510 | 85 | 1.3% | $1.06万 | 加仓 |
| MCK | MCKESSON CORP | $72.17万 | 0.40% | 834 | -280 | -25.1% | -$24.23万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $71.97万 | 0.39% | 3,750 | -250 | -6.2% | -$4.80万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $67.54万 | 0.37% | 8,586 | 0 | 0.0% | — | 不变 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $65.72万 | 0.36% | 29,385 | -235 | -0.8% | -$5,256 | 减仓 |
| GOOGL | ALPHABET INC | $58.83万 | 0.32% | 2,046 | 191 | 10.3% | $5.49万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $58.49万 | 0.32% | 25,239 | -188 | -0.7% | -$4,357 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $58.02万 | 0.32% | 18,910 | -2,987 | -13.6% | -$9.16万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.02万 | 0.31% | 1,237 | 34 | 2.8% | $1.57万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.33万 | 0.30% | 3,714 | -7 | -0.2% | -$1,024 | 减仓 |
| ABBV | ABBVIE INC | $53.65万 | 0.29% | 2,467 | -99 | -3.9% | -$2.15万 | 减仓 |
| AON | AON PLC | $52.68万 | 0.29% | 1,632 | 1,632 | — | $52.68万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.64万 | 0.29% | 6,361 | 953 | 17.6% | $7.89万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $51.36万 | 0.28% | 1,500 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $51.26万 | 0.28% | 1,379 | 185 | 15.5% | $6.88万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $48.27万 | 0.26% | 22,260 | -236 | -1.0% | -$5,118 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.26万 | 0.26% | 1,428 | -247 | -14.7% | -$8.35万 | 减仓 |
| SMH | VANECK ETF TRUST | $47.92万 | 0.26% | 1,250 | 7 | 0.6% | $2,684 | 加仓 |
| RTX | RTX CORPORATION | $45.08万 | 0.25% | 2,337 | -162 | -6.5% | -$3.12万 | 减仓 |
| AMRZ | AMRIZE LTD | $45.05万 | 0.25% | 8,042 | 8,042 | — | $45.05万 | 新建仓 |
| KLAC | KLA CORP | $43.88万 | 0.24% | 298 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $43.12万 | 0.24% | 2,777 | 90 | 3.3% | $1.40万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $42.82万 | 0.23% | 4,050 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $41.73万 | 0.23% | 9,168 | -1,208 | -11.6% | -$5.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.80万 | 0.22% | 830 | 830 | — | $40.80万 | 新建仓 |
| ENB | ENBRIDGE INC | $39.88万 | 0.22% | 7,366 | -21 | -0.3% | -$1,137 | 减仓 |
| LLY | ELI LILLY & CO | $39.83万 | 0.22% | 433 | 2 | 0.5% | $1,840 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $39.38万 | 0.22% | 1,986 | 1,986 | — | $39.38万 | 新建仓 |
| ESUM | STRATEGY SHS | $38.60万 | 0.21% | 14,743 | 2,993 | 25.5% | $7.84万 | 加仓 |
| AMGN | AMGEN INC | $36.49万 | 0.20% | 1,037 | -31 | -2.9% | -$1.09万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $36.14万 | 0.20% | 17,698 | 17,698 | — | $36.14万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $36.09万 | 0.20% | 19,338 | 19,338 | — | $36.09万 | 新建仓 |
| FDX | FEDEX CORP | $35.55万 | 0.19% | 998 | -2 | -0.2% | -$712 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $35.41万 | 0.19% | 2,704 | -70 | -2.5% | -$9,166 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $34.24万 | 0.19% | 20,479 | 20,479 | — | $34.24万 | 新建仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $33.94万 | 0.19% | 8,167 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $33.71万 | 0.18% | 1,445 | 1,445 | — | $33.71万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.75万 | 0.18% | 4,131 | 605 | 17.2% | $4.80万 | 加仓 |
| META | META PLATFORMS INC | $32.67万 | 0.18% | 571 | 2 | 0.4% | $1,144 | 加仓 |
| PFE | PFIZER INC | $32.51万 | 0.18% | 11,579 | 632 | 5.8% | $1.77万 | 加仓 |
| GLD | SPDR GOLD TR | $31.76万 | 0.17% | 738 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $30.87万 | 0.17% | 1,500 | 24 | 1.6% | $4,939 | 加仓 |
| VUG | VANGUARD INDEX FDS | $30.49万 | 0.17% | 698 | 30 | 4.5% | $1.31万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $29.54万 | 0.16% | 12,371 | 812 | 7.0% | $1.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $28.28万 | 0.15% | 566 | -84 | -12.9% | -$4.20万 | 减仓 |
| SBUX | STARBUCKS CORP | $27.97万 | 0.15% | 3,122 | -112 | -3.5% | -$1.00万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $27.47万 | 0.15% | 8,872 | 282 | 3.3% | $8,731 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $26.66万 | 0.15% | 12,675 | 2,388 | 23.2% | $5.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.34万 | 0.14% | 1,295 | 80 | 6.6% | $1.63万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $26.28万 | 0.14% | 778 | 778 | — | $26.28万 | 新建仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $26.19万 | 0.14% | 8,100 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $26.15万 | 0.14% | 1,766 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $25.89万 | 0.14% | 1,405 | 21 | 1.5% | $3,870 | 加仓 |
| ETR | ENTERGY CORP NEW | $25.85万 | 0.14% | 2,301 | -92 | -3.8% | -$1.03万 | 减仓 |