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 |
|---|---|---|---|---|---|---|---|---|
| OPEN | OPENDOOR TECHNOLOGIES INC | $2.78万 | 0.01% | 5,200 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $2.79万 | 0.01% | 345 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $2.80万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $2.81万 | 0.01% | 211 | 1 | 0.5% | $133 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2.81万 | 0.01% | 475 | 475 | — | $2.81万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $2.82万 | 0.01% | 395 | 156 | 65.3% | $1.11万 | 加仓 |
| EPS | WISDOMTREE TR | $2.89万 | 0.01% | 390 | 390 | — | $2.89万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $2.92万 | 0.01% | 389 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $2.95万 | 0.01% | 1,674 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $2.95万 | 0.01% | 107 | 7 | 7.0% | $1,931 | 加仓 |
| BILS | SPDR SERIES TRUST | $2.98万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $2.98万 | 0.01% | 624 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $2.99万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $3.01万 | 0.01% | 654 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $3.04万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $3.11万 | 0.01% | 173 | 1 | 0.6% | $180 | 加仓 |
| DGXX | DIGI PWR X INC | $3.15万 | 0.01% | 8,550 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $3.18万 | 0.01% | 1,080 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.21万 | 0.01% | 302 | 7 | 2.4% | $745 | 加仓 |
| — | VIRTUS ETF TR II | $3.25万 | 0.01% | 1,406 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $3.27万 | 0.01% | 328 | 3 | 0.9% | $299 | 加仓 |
| STE | STERIS PLC | $3.28万 | 0.01% | 145 | 145 | — | $3.28万 | 新建仓 |
| TRST | TRUSTCO BK CORP N Y | $3.32万 | 0.01% | 712 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $3.34万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $3.37万 | 0.01% | 111 | -2,190 | -95.2% | -$66.49万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $3.43万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $3.50万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.66万 | 0.01% | 100 | 100 | — | $3.66万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $3.66万 | 0.01% | 1,552 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3.73万 | 0.01% | 239 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.88万 | 0.02% | 171 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $3.91万 | 0.02% | 635 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $3.93万 | 0.02% | 257 | -54 | -17.4% | -$8,252 | 减仓 |
| SLB | SLB LIMITED | $3.99万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3.99万 | 0.02% | 124 | 1 | 0.8% | $322 | 加仓 |
| HCA | HCA HEALTHCARE INC | $4.01万 | 0.02% | 84 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4.03万 | 0.02% | 206 | -12 | -5.5% | -$2,346 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $4.03万 | 0.02% | 785 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $4.12万 | 0.02% | 101 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $4.16万 | 0.02% | 229 | -9 | -3.8% | -$1,635 | 减仓 |
| EFX | EQUIFAX INC | $4.45万 | 0.02% | 224 | -4 | -1.8% | -$794 | 减仓 |
| MCK | MCKESSON CORP | $4.52万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $4.57万 | 0.02% | 347 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.58万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $4.59万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $4.60万 | 0.02% | 104 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $4.69万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $4.84万 | 0.02% | 1,007 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4.86万 | 0.02% | 522 | 522 | — | $4.86万 | 新建仓 |
| SNY | SANOFI SA | $4.92万 | 0.02% | 1,025 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4.92万 | 0.02% | 282 | -6 | -2.1% | -$1,047 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $5.06万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $5.12万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $5.17万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $5.25万 | 0.02% | 1,319 | 1,319 | — | $5.25万 | 新建仓 |
| GGG | GRACO INC | $5.28万 | 0.02% | 605 | 0 | 0.0% | — | 不变 |
| — | SOLUNA HOLDINGS INC | $5.41万 | 0.02% | 38,659 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $5.43万 | 0.02% | 354 | 3 | 0.9% | $460 | 加仓 |
| XAR | SPDR SERIES TRUST | $5.47万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $5.73万 | 0.02% | 794 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $5.83万 | 0.02% | 276 | 13 | 4.9% | $2,747 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $5.83万 | 0.02% | 1,013 | 1,013 | — | $5.83万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.85万 | 0.02% | 1,352 | -196 | -12.7% | -$8,477 | 减仓 |
| SBUX | STARBUCKS CORP | $5.92万 | 0.02% | 598 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $5.94万 | 0.02% | 2,528 | 17 | 0.7% | $399 | 加仓 |
| MMM | 3M CO | $6.06万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $6.14万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $6.16万 | 0.02% | 625 | 7 | 1.1% | $690 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $6.27万 | 0.02% | 1,059 | 1,059 | — | $6.27万 | 新建仓 |
| TSLA | TESLA INC | $6.36万 | 0.03% | 162 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $6.43万 | 0.03% | 678 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6.79万 | 0.03% | 1,786 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.15万 | 0.03% | 282 | 21 | 8.0% | $5,328 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $7.28万 | 0.03% | 1,473 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $7.52万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $7.66万 | 0.03% | 932 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $7.88万 | 0.03% | 368 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $8.03万 | 0.03% | 271 | -31 | -10.3% | -$9,181 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $8.23万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $8.25万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $8.34万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $8.36万 | 0.03% | 527 | 41 | 8.4% | $6,504 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $8.40万 | 0.03% | 1,501 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $8.43万 | 0.03% | 2,500 | -302 | -10.8% | -$1.02万 | 减仓 |
| VPU | VANGUARD WORLD FD | $8.48万 | 0.03% | 428 | 3 | 0.7% | $594 | 加仓 |
| PFE | PFIZER INC | $8.57万 | 0.03% | 3,114 | 22 | 0.7% | $605 | 加仓 |
| BLOK | AMPLIFY ETF TR | $9.05万 | 0.04% | 1,478 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $9.18万 | 0.04% | 1,048 | -230 | -18.0% | -$2.01万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $9.18万 | 0.04% | 1,817 | 10 | 0.6% | $505 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.37万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $9.66万 | 0.04% | 431 | 0 | 0.0% | — | 不变 |
| — | AIRJOULE TECHNOLOGIES CORP | $9.75万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $9.92万 | 0.04% | 638 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $10.06万 | 0.04% | 1,275 | 1,275 | — | $10.06万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $10.22万 | 0.04% | 1,251 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $10.45万 | 0.04% | 202 | 1 | 0.5% | $517 | 加仓 |
| OMC | OMNICOM GROUP INC | $10.68万 | 0.04% | 1,361 | -6 | -0.4% | -$471 | 减仓 |
| CRBN | ISHARES TR | $10.73万 | 0.04% | 441 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $10.74万 | 0.04% | 332 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.92万 | 0.04% | 2,958 | -2,012 | -40.5% | -$7.43万 | 减仓 |