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 |
|---|---|---|---|---|---|---|---|---|
| CGNX | COGNEX CORP | $6,714 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $6,813 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $6,877 | 0.00% | 237 | 1 | 0.4% | $29 | 加仓 |
| Q | QNITY ELECTRONICS INC | $6,905 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $7,313 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $7,326 | 0.00% | 217 | 53 | 32.3% | $1,789 | 加仓 |
| IT | GARTNER INC | $7,343 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $7,412 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $7,641 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $7,675 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $7,685 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $7,722 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $7,819 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $7,878 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $7,916 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $7,922 | 0.00% | 8 | -516 | -98.5% | -$51.10万 | 减仓 |
| KAI | KADANT INC | $7,944 | 0.00% | 24 | 5 | 26.3% | $1,655 | 加仓 |
| TECH | BIO-TECHNE CORP | $8,239 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $8,412 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $8,470 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $8,769 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $8,843 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $9,006 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9,034 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $9,107 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $9,150 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $9,453 | 0.00% | 758 | -274 | -26.6% | -$3,417 | 减仓 |
| IEX | IDEX CORP | $9,493 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $9,504 | 0.00% | 121 | 121 | — | $9,504 | 新建仓 |
| CNMD | CONMED CORP | $9,643 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.01万 | 0.00% | 80 | -24 | -23.1% | -$3,035 | 减仓 |
| INCY | INCYTE CORP | $1.02万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $1.02万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.04万 | 0.00% | 49 | 49 | — | $1.04万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1.05万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $1.06万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $1.10万 | 0.00% | 146 | 146 | — | $1.10万 | 新建仓 |
| ROL | ROLLINS INC | $1.12万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $1.13万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.13万 | 0.00% | 28 | -2 | -6.7% | -$810 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $1.18万 | 0.00% | 114 | 60 | 111.1% | $6,188 | 加仓 |
| HEI | HEICO CORP NEW | $1.20万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.27万 | 0.01% | 191 | 191 | — | $1.27万 | 新建仓 |
| KVUE | KENVUE INC | $1.30万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $1.32万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $1.35万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.37万 | 0.01% | 85 | -9 | -9.6% | -$1,446 | 减仓 |
| RBA | RB GLOBAL INC | $1.37万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $1.37万 | 0.01% | 417 | 417 | — | $1.37万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.40万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.40万 | 0.01% | 24 | -2 | -7.7% | -$1,166 | 减仓 |
| EEM | ISHARES TR | $1.41万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $1.42万 | 0.01% | 59 | 59 | — | $1.42万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $1.42万 | 0.01% | 463 | 463 | — | $1.42万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $1.45万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $1.48万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $1.49万 | 0.01% | 43 | 9 | 26.5% | $3,113 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1.51万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $1.51万 | 0.01% | 61 | -12 | -16.4% | -$2,973 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1.52万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $1.54万 | 0.01% | 240 | 240 | — | $1.54万 | 新建仓 |
| — | TIDAL TRUST II | $1.62万 | 0.01% | 637 | 637 | — | $1.62万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.63万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1.63万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.65万 | 0.01% | 100 | 100 | — | $1.65万 | 新建仓 |
| PLD | PROLOGIS INC. | $1.70万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $1.73万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $1.77万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $1.77万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $1.78万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $1.79万 | 0.01% | 148 | -9 | -5.7% | -$1,089 | 减仓 |
| XYL | XYLEM INC | $1.84万 | 0.01% | 153 | 14 | 10.1% | $1,686 | 加仓 |
| IHE | ISHARES TR | $1.86万 | 0.01% | 211 | 1 | 0.5% | $88 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1.89万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.93万 | 0.01% | 237 | 1 | 0.4% | $81 | 加仓 |
| ECL | ECOLAB INC | $1.98万 | 0.01% | 72 | -21 | -22.6% | -$5,789 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.01万 | 0.01% | 88 | 20 | 29.4% | $4,566 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.03万 | 0.01% | 104 | -952 | -90.2% | -$18.57万 | 减仓 |
| IGF | ISHARES TR | $2.04万 | 0.01% | 303 | -67 | -18.1% | -$4,510 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $2.08万 | 0.01% | 585 | 585 | — | $2.08万 | 新建仓 |
| LIN | LINDE PLC | $2.14万 | 0.01% | 43 | -4 | -8.5% | -$1,993 | 减仓 |
| RWR | SPDR SERIES TRUST | $2.20万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $2.24万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $2.31万 | 0.01% | 195 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $2.32万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $2.33万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $2.37万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $2.39万 | 0.01% | 105 | 1 | 1.0% | $227 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2.43万 | 0.01% | 314 | 1 | 0.3% | $78 | 加仓 |
| POST | POST HLDGS INC | $2.48万 | 0.01% | 238 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $2.50万 | 0.01% | 90 | -6 | -6.2% | -$1,668 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $2.59万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $2.60万 | 0.01% | 82 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.65万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2.71万 | 0.01% | 219 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $2.72万 | 0.01% | 272 | 6 | 2.3% | $599 | 加仓 |
| XJH | ISHARES TR | $2.72万 | 0.01% | 548 | -539 | -49.6% | -$2.67万 | 减仓 |
| FAST | FASTENAL CO | $2.73万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $2.75万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $2.75万 | 0.01% | 182 | 94 | 106.8% | $1.42万 | 加仓 |