Meramec Financial Planners, LLC
SAINT LOUIS MO · SEC CIK 0002100778
$2.74亿2026Q2 申报市值
550持仓数
47.0%前十大占比 · 第一大 7.4%
102 / 79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
IWF 加仓+$232.88万
IWD 加仓+$200.04万
LLY 加仓+$75.57万
IVV 加仓+$64.16万
VTV 加仓+$49.91万
2026Q2 卖出最多 按季末市值估算
DEM 减仓-$162.22万
SCHX 减仓-$25.58万
SCHA 减仓-$23.32万
IWN 减仓-$22.99万
VOT 减仓-$22.81万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $2,028.34万 | 7.41% | 173,170 | 19,882 | 13.0% | $232.88万 | 加仓 |
| IWD | ISHARES TR | $1,710.34万 | 6.25% | 68,485 | 8,010 | 13.2% | $200.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,397.68万 | 5.11% | 63,038 | 2,251 | 3.7% | $49.91万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,357.94万 | 4.96% | 46,077 | -774 | -1.7% | -$22.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,275.05万 | 4.66% | 152,920 | 4,054 | 2.7% | $33.80万 | 加仓 |
| AAPL | APPLE INC | $1,272.86万 | 4.65% | 37,781 | 328 | 0.9% | $11.05万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,172.66万 | 4.28% | 57,072 | -534 | -0.9% | -$10.97万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $949.52万 | 3.47% | 325,625 | -8,774 | -2.6% | -$25.58万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $887.95万 | 3.24% | 36,141 | 1,472 | 4.2% | $36.17万 | 加仓 |
| IVV | ISHARES TR | $813.26万 | 2.97% | 10,952 | 864 | 8.6% | $64.16万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $721.60万 | 2.64% | 20,989 | -558 | -2.6% | -$19.18万 | 减仓 |
| IEFA | ISHARES TR | $637.22万 | 2.33% | 65,808 | 2,260 | 3.6% | $21.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $609.67万 | 2.23% | 75,258 | 830 | 1.1% | $6.72万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $521.43万 | 1.91% | 103,366 | 3,990 | 4.0% | $20.13万 | 加仓 |
| VB | VANGUARD INDEX FDS | $515.33万 | 1.88% | 17,358 | -197 | -1.1% | -$5.85万 | 减仓 |
| EFG | ISHARES TR | $507.62万 | 1.85% | 42,415 | 2,716 | 6.8% | $32.50万 | 加仓 |
| EFV | ISHARES TR | $467.72万 | 1.71% | 58,796 | 5,483 | 10.3% | $43.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $432.55万 | 1.58% | 128,812 | 3,213 | 2.6% | $10.79万 | 加仓 |
| DEM | WISDOMTREE TR | $403.04万 | 1.47% | 75,590 | -30,424 | -28.7% | -$162.22万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $378.16万 | 1.38% | 111,652 | -6,884 | -5.8% | -$23.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $323.24万 | 1.18% | 92,435 | -1,391 | -1.5% | -$4.86万 | 减仓 |
| SF | STIFEL FINL CORP | $309.16万 | 1.13% | 37,533 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $306.24万 | 1.12% | 39,591 | 664 | 1.7% | $5.14万 | 加仓 |
| VV | VANGUARD INDEX FDS | $284.85万 | 1.04% | 8,379 | -94 | -1.1% | -$3.20万 | 减仓 |
| IWN | ISHARES TR | $271.26万 | 0.99% | 12,210 | -1,035 | -7.8% | -$22.99万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $270.55万 | 0.99% | 3,661 | -114 | -3.0% | -$8.42万 | 减仓 |
| IWB | ISHARES TR | $226.58万 | 0.83% | 5,602 | 8 | 0.1% | $3,236 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $209.93万 | 0.77% | 77,377 | 1,357 | 1.8% | $3.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $189.30万 | 0.69% | 4,865 | 955 | 24.4% | $37.16万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $180.48万 | 0.66% | 52,679 | 6,701 | 14.6% | $22.96万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $178.62万 | 0.65% | 27,740 | -2,269 | -7.6% | -$14.61万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $171.65万 | 0.63% | 48,148 | -1,720 | -3.4% | -$6.13万 | 减仓 |
| IWO | ISHARES TR | $156.41万 | 0.57% | 4,187 | -275 | -6.2% | -$10.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $153.67万 | 0.56% | 5,778 | 667 | 13.1% | $17.74万 | 加仓 |
| TJX | TJX COS INC NEW | $137.33万 | 0.50% | 8,782 | -870 | -9.0% | -$13.61万 | 减仓 |
| — | EXXON MOBIL CORP | $134.50万 | 0.49% | 8,690 | 2,941 | 51.2% | $45.52万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.00万 | 0.45% | 2,494 | 746 | 42.7% | $37.09万 | 加仓 |
| AMZN | AMAZON COM INC | $121.69万 | 0.44% | 5,259 | 1,158 | 28.2% | $26.79万 | 加仓 |
| SCZ | ISHARES TR | $121.46万 | 0.44% | 14,584 | -506 | -3.4% | -$4.21万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $118.60万 | 0.43% | 11,796 | 190 | 1.6% | $1.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $117.12万 | 0.43% | 3,288 | 933 | 39.6% | $33.23万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $108.92万 | 0.40% | 18,664 | 134 | 0.7% | $7,820 | 加仓 |
| RBLX | ROBLOX CORP | $103.31万 | 0.38% | 21,337 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $95.80万 | 0.35% | 3,729 | 180 | 5.1% | $4.62万 | 加仓 |
| ICF | ISHARES TR | $95.57万 | 0.35% | 13,657 | 238 | 1.8% | $1.67万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $93.85万 | 0.34% | 12,952 | -1,503 | -10.4% | -$10.89万 | 减仓 |
| LLY | ELI LILLY & CO | $92.33万 | 0.34% | 771 | 631 | 450.7% | $75.57万 | 加仓 |
| ICSH | ISHARES TR | $84.57万 | 0.31% | 16,745 | -928 | -5.3% | -$4.69万 | 减仓 |
| IVW | ISHARES TR | $83.82万 | 0.31% | 6,334 | -30 | -0.5% | -$3,970 | 减仓 |
| PG | PROCTER & GAMBLE CO | $82.21万 | 0.30% | 5,531 | 978 | 21.5% | $14.54万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $77.67万 | 0.28% | 15,167 | -344 | -2.2% | -$1.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $77.00万 | 0.28% | 3,918 | 52 | 1.3% | $1.02万 | 加仓 |
| IWM | ISHARES TR | $76.77万 | 0.28% | 2,621 | 121 | 4.8% | $3.54万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $72.95万 | 0.27% | 21,659 | 9,979 | 85.4% | $33.61万 | 加仓 |
| GOOG | ALPHABET INC | $71.30万 | 0.26% | 2,183 | 319 | 17.1% | $10.42万 | 加仓 |
| HD | HOME DEPOT INC | $71.18万 | 0.26% | 2,118 | 781 | 58.4% | $26.25万 | 加仓 |
| MRK | MERCK & CO INC | $59.39万 | 0.22% | 4,542 | -25 | -0.5% | -$3,269 | 减仓 |
| WMT | WALMART INC | $57.99万 | 0.21% | 5,189 | -217 | -4.0% | -$2.42万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $57.31万 | 0.21% | 1,570 | 101 | 6.9% | $3.69万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $56.27万 | 0.21% | 2,876 | -74 | -2.5% | -$1.45万 | 减仓 |
| CI | THE CIGNA GROUP | $55.81万 | 0.20% | 1,918 | 82 | 4.5% | $2.39万 | 加仓 |
| EFA | ISHARES TR | $55.57万 | 0.20% | 5,348 | -493 | -8.4% | -$5.12万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $54.74万 | 0.20% | 8,337 | 2,301 | 38.1% | $15.11万 | 加仓 |
| AEE | AMEREN CORP | $52.82万 | 0.19% | 4,711 | 1,744 | 58.8% | $19.55万 | 加仓 |
| IJT | ISHARES TR | $51.91万 | 0.19% | 3,008 | -412 | -12.0% | -$7.11万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $50.01万 | 0.18% | 7,145 | 209 | 3.0% | $1.46万 | 加仓 |
| ORCL | ORACLE CORP | $49.95万 | 0.18% | 4,166 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $49.93万 | 0.18% | 2,286 | -56 | -2.4% | -$1.22万 | 减仓 |
| IVE | ISHARES TR | $49.80万 | 0.18% | 2,143 | 2 | 0.1% | $465 | 加仓 |
| EMR | EMERSON ELEC CO | $48.28万 | 0.18% | 3,234 | 1,001 | 44.8% | $14.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $46.99万 | 0.17% | 522 | 1 | 0.2% | $900 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $45.42万 | 0.17% | 2,606 | 26 | 1.0% | $4,532 | 加仓 |
| IJR | ISHARES TR | $44.76万 | 0.16% | 3,076 | -67 | -2.1% | -$9,749 | 减仓 |
| IWR | ISHARES TR | $43.85万 | 0.16% | 3,987 | 39 | 1.0% | $4,289 | 加仓 |
| GOOGL | ALPHABET INC | $43.58万 | 0.16% | 1,334 | -95 | -6.6% | -$3.10万 | 减仓 |
| PEP | PEPSICO INC | $43.39万 | 0.16% | 3,104 | 884 | 39.8% | $12.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.07万 | 0.16% | 1,795 | 7 | 0.4% | $1,679 | 加仓 |
| UNP | UNION PAC CORP | $42.56万 | 0.16% | 1,422 | -27 | -1.9% | -$8,081 | 减仓 |
| CSCO | CISCO SYS INC | $40.76万 | 0.15% | 3,558 | -145 | -3.9% | -$1.66万 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.51万 | 0.15% | 2,132 | 629 | 41.8% | $11.95万 | 加仓 |
| IWS | ISHARES TR | $40.31万 | 0.15% | 2,407 | -94 | -3.8% | -$1.57万 | 减仓 |
| KO | COCA COLA CO | $40.27万 | 0.15% | 4,790 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $40.21万 | 0.15% | 3,539 | -83 | -2.3% | -$9,431 | 减仓 |
| T | AT&T INC | $38.02万 | 0.14% | 15,570 | 5,266 | 51.1% | $12.86万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $36.59万 | 0.13% | 6,513 | 95 | 1.5% | $5,338 | 加仓 |
| CAT | CATERPILLAR INC | $36.50万 | 0.13% | 418 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $35.90万 | 0.13% | 1,673 | -164 | -8.9% | -$3.52万 | 减仓 |
| ALL | ALLSTATE CORP | $35.87万 | 0.13% | 1,373 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $35.46万 | 0.13% | 2,264 | 61 | 2.8% | $9,555 | 加仓 |
| BAC | BANK OF AMER CORP | $35.17万 | 0.13% | 5,661 | -42 | -0.7% | -$2,609 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $34.94万 | 0.13% | 2,147 | 105 | 5.1% | $1.71万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.81万 | 0.13% | 3,331 | -18 | -0.5% | -$1,881 | 减仓 |
| IJS | ISHARES TR | $33.72万 | 0.12% | 2,476 | -111 | -4.3% | -$1.51万 | 减仓 |
| META | META PLATFORMS INC | $33.40万 | 0.12% | 562 | 2 | 0.4% | $1,188 | 加仓 |
| C | CITIGROUP INC | $31.13万 | 0.11% | 2,339 | -174 | -6.9% | -$2.32万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.40万 | 0.11% | 2,120 | -102 | -4.6% | -$1.46万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $30.25万 | 0.11% | 6,100 | 85 | 1.4% | $4,215 | 加仓 |
| IWP | ISHARES TR | $30.13万 | 0.11% | 2,191 | 55 | 2.6% | $7,563 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $29.78万 | 0.11% | 4,607 | 105 | 2.3% | $6,788 | 加仓 |
| MO | ALTRIA GROUP INC | $28.15万 | 0.10% | 3,862 | -30 | -0.8% | -$2,186 | 减仓 |