Meramec Financial Planners, LLC
SAINT LOUIS MO · SEC CIK 0002100778
$2.52亿2026Q1 申报市值
520持仓数
46.0%前十大占比 · 第一大 7.2%
37 / 27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
IWF 加仓+$124.81万
IWD 加仓+$81.60万
SCHG 加仓+$13.12万
SCHX 加仓+$12.19万
VUG 加仓+$11.97万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$76.82万
DEM 减仓-$68.15万
GE 减仓-$66.49万
VB 减仓-$59.87万
VOE 减仓-$55.74万
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 |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC | $1,438 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1,550 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | VOC ENERGY TR | $1,550 | 0.00% | 463 | 13 | 2.9% | $44 | 加仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $1,583 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1,663 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1,686 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1,790 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $1,829 | 0.00% | 25 | -21 | -45.7% | -$1,536 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $1,859 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $1,861 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1,905 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | ACV AUCTIONS INC | $1,933 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $1,984 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $2,000 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $2,108 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2,151 | 0.00% | 100 | 100 | — | $2,151 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,164 | 0.00% | 10 | 10 | — | $2,164 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2,274 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $2,329 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $2,473 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,543 | 0.00% | 43 | -804 | -94.9% | -$4.75万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $2,547 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2,648 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $2,663 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2,759 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2,790 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $2,897 | 0.00% | 49 | 49 | — | $2,897 | 新建仓 |
| CLX | CLOROX CO DEL | $2,963 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $2,976 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CLEANCORE SOLUTIONS INC | $3,039 | 0.00% | 9,222 | 0 | 0.0% | — | 不变 |
| TRNS | TRANSCAT INC | $3,107 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3,208 | 0.00% | 69 | -13 | -15.9% | -$604 | 减仓 |
| KTB | KONTOOR BRANDS INC | $3,208 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $3,257 | 0.00% | 50 | 50 | — | $3,257 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $3,346 | 0.00% | 63 | -49 | -43.8% | -$2,602 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,384 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $3,398 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $3,498 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $3,522 | 0.00% | 55 | -37 | -40.2% | -$2,369 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $3,524 | 0.00% | 274 | 274 | — | $3,524 | 新建仓 |
| GLOB | GLOBANT S A | $3,593 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $3,615 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $3,775 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $3,797 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $3,840 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,858 | 0.00% | 52 | -739 | -93.4% | -$5.48万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $3,881 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $3,922 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $3,986 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $4,001 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,007 | 0.00% | 83 | 83 | — | $4,007 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $4,161 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $4,211 | 0.00% | 17 | -17 | -50.0% | -$4,211 | 减仓 |
| BP | BP PLC | $4,333 | 0.00% | 96 | 1 | 1.1% | $45 | 加仓 |
| RGEN | REPLIGEN CORP | $4,356 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,442 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $4,531 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $4,543 | 0.00% | 44 | 44 | — | $4,543 | 新建仓 |
| GSK | GSK PLC | $4,588 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $4,592 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4,747 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $4,961 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $5,037 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $5,122 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $5,175 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $5,222 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $5,232 | 0.00% | 529 | 529 | — | $5,232 | 新建仓 |
| EXPO | EXPONENT INC | $5,248 | 0.00% | 77 | 23 | 42.6% | $1,568 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $5,299 | 0.00% | 4 | 4 | — | $5,299 | 新建仓 |
| EMN | EASTMAN CHEM CO | $5,303 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5,335 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,403 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5,468 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $5,608 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $5,644 | 0.00% | 17 | -3 | -15.0% | -$996 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,651 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $5,679 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $5,765 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $5,794 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $5,849 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $5,864 | 0.00% | 9 | 2 | 28.6% | $1,303 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $5,870 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $5,877 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $5,941 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $5,980 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $5,995 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $6,012 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $6,091 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $6,198 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,220 | 0.00% | 67 | -8 | -10.7% | -$743 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $6,295 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $6,309 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $6,327 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $6,346 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $6,498 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $6,566 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $6,570 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6,578 | 0.00% | 46 | 16 | 53.3% | $2,288 | 加仓 |
| SJM | SMUCKER J M CO | $6,634 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $6,671 | 0.00% | 283 | 0 | 0.0% | — | 不变 |