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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $2,125 | 0.00% | 13 | 13 | — | $2,125 | 新建仓 |
| F | FORD MTR CO | $2,202 | 0.00% | 150 | -145 | -49.2% | -$2,129 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2,207 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $2,284 | 0.00% | 44 | 44 | — | $2,284 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $2,331 | 0.00% | 47 | 47 | — | $2,331 | 新建仓 |
| ICVT | ISHARES TR | $2,383 | 0.00% | 21 | 21 | — | $2,383 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2,455 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $2,464 | 0.00% | 51 | 51 | — | $2,464 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $2,686 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2,908 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $3,059 | 0.00% | 50 | -2 | -3.8% | -$122 | 减仓 |
| SMR | NUSCALE PWR CORP | $3,066 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $3,099 | 0.00% | 92 | 92 | — | $3,099 | 新建仓 |
| HYD | VANECK ETF TRUST | $3,126 | 0.00% | 62 | -54 | -46.6% | -$2,723 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $3,243 | 0.00% | 57 | 57 | — | $3,243 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $3,255 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $3,285 | 0.00% | 50 | -104 | -67.5% | -$6,833 | 减仓 |
| IAGG | ISHARES TR | $3,289 | 0.00% | 66 | 66 | — | $3,289 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,296 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3,467 | 0.00% | 40 | 30 | 300.0% | $2,600 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $3,529 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $3,557 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $3,614 | 0.00% | 48 | 48 | — | $3,614 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $3,618 | 0.00% | 30 | 5 | 20.0% | $603 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $3,791 | 0.00% | 12 | -31 | -72.1% | -$9,793 | 减仓 |
| BRBR | BELLRING BRANDS INC | $3,935 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $3,950 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4,159 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $4,348 | 0.00% | 86 | 86 | — | $4,348 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $4,619 | 0.00% | 33 | -68 | -67.3% | -$9,518 | 减仓 |
| IYR | ISHARES TR | $4,693 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $4,771 | 0.00% | 61 | 36 | 144.0% | $2,816 | 加仓 |
| ADBE | ADOBE INC | $4,993 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| XEMD | BONDBLOXX ETF TRUST | $5,066 | 0.00% | 114 | 114 | — | $5,066 | 新建仓 |
| ADI | ANALOG DEVICES INC | $5,207 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5,287 | 0.00% | 41 | 1 | 2.5% | $129 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $5,448 | 0.00% | 46 | 46 | — | $5,448 | 新建仓 |
| SMH | VANECK ETF TRUST | $5,486 | 0.00% | 10 | 10 | — | $5,486 | 新建仓 |
| BIL | SPDR SERIES TRUST | $5,498 | 0.00% | 60 | 60 | — | $5,498 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,710 | 0.00% | 16 | 5 | 45.5% | $1,784 | 加仓 |
| EUHY | ISHARES INC | $5,766 | 0.00% | 108 | 108 | — | $5,766 | 新建仓 |
| — | TIDAL TRUST II | $5,944 | 0.00% | 637 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $5,955 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,070 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $6,093 | 0.00% | 239 | 239 | — | $6,093 | 新建仓 |
| CVS | CVS HEALTH CORP | $6,211 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $6,242 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $6,251 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $6,290 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $6,312 | 0.00% | 154 | 154 | — | $6,312 | 新建仓 |
| USB | US BANCORP | $6,349 | 0.00% | 100 | -58 | -36.7% | -$3,682 | 减仓 |
| HYS | PIMCO ETF TR | $6,387 | 0.00% | 69 | 69 | — | $6,387 | 新建仓 |
| EWC | ISHARES INC | $6,415 | 0.00% | 108 | 8 | 8.0% | $475 | 加仓 |
| CCL | CARNIVAL CORP LTD | $6,459 | 0.00% | 238 | 238 | — | $6,459 | 新建仓 |
| CPRT | COPART INC | $6,465 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $6,523 | 0.00% | 258 | 258 | — | $6,523 | 新建仓 |
| USHY | ISHARES TR | $6,605 | 0.00% | 180 | 180 | — | $6,605 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $6,631 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6,649 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $6,712 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $6,862 | 0.00% | 168 | 168 | — | $6,862 | 新建仓 |
| IT | GARTNER INC | $6,931 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $6,976 | 0.00% | 7 | -1 | -12.5% | -$997 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,146 | 0.00% | 157 | -72 | -31.4% | -$3,277 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $7,871 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $8,014 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $8,018 | 0.00% | 6 | 2 | 50.0% | $2,673 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $8,112 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $8,208 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $8,226 | 0.00% | 88 | 11 | 14.3% | $1,028 | 加仓 |
| MCO | MOODYS CORP | $8,262 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $8,340 | 0.00% | 452 | 452 | — | $8,340 | 新建仓 |
| SJM | SMUCKER J M CO | $8,353 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $8,361 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $8,970 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $9,167 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $9,623 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $9,772 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $9,858 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $9,913 | 0.00% | 217 | 17 | 8.5% | $777 | 加仓 |
| IDV | ISHARES TR | $9,959 | 0.00% | 230 | 230 | — | $9,959 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.00万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $1.02万 | 0.00% | 47 | -15 | -24.2% | -$3,259 | 重新持有 |
| MSCI | MSCI INC | $1.03万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $1.03万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $1.05万 | 0.00% | 131 | -474 | -78.3% | -$3.81万 | 减仓 |
| CNMD | CONMED CORP | $1.06万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.15万 | 0.00% | 38 | 10 | 35.7% | $3,039 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.17万 | 0.00% | 103 | 103 | — | $1.17万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1.17万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $1.19万 | 0.00% | 264 | 264 | — | $1.19万 | 新建仓 |
| INCY | INCYTE CORP | $1.25万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | MOBILITY GLOBAL INC | $1.32万 | 0.00% | 640 | 640 | — | $1.32万 | 新建仓 |
| IDXX | IDEXX LABS INC | $1.33万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.35万 | 0.00% | 223 | -14 | -5.9% | -$848 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.36万 | 0.00% | 20 | 11 | 122.2% | $7,473 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $1.38万 | 0.01% | 422 | 5 | 1.2% | $163 | 加仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $1.41万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $1.43万 | 0.01% | 377 | 377 | — | $1.43万 | 新建仓 |
| EEM | ISHARES TR | $1.43万 | 0.01% | 225 | 1 | 0.4% | $64 | 加仓 |