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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $10.95万 | 0.04% | 1,869 | 60 | 3.3% | $3,514 | 加仓 |
| DOW | DOW HLDGS INC | $11.12万 | 0.04% | 3,024 | -891 | -22.8% | -$3.28万 | 减仓 |
| CSX | CSX CORP | $11.74万 | 0.05% | 2,685 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $11.90万 | 0.05% | 970 | 15 | 1.6% | $1,841 | 加仓 |
| IJH | ISHARES TR | $11.93万 | 0.05% | 1,626 | -592 | -26.7% | -$4.34万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $12.02万 | 0.05% | 752 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $12.05万 | 0.05% | 1,317 | 12 | 0.9% | $1,098 | 加仓 |
| BCE | BCE INC | $12.15万 | 0.05% | 5,074 | -48 | -0.9% | -$1,150 | 减仓 |
| MCD | MCDONALDS CORP | $12.26万 | 0.05% | 399 | 5 | 1.3% | $1,536 | 加仓 |
| VICI | VICI PPTYS INC | $12.78万 | 0.05% | 4,441 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $12.85万 | 0.05% | 1,581 | 2 | 0.1% | $163 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $12.86万 | 0.05% | 7,520 | -1,083 | -12.6% | -$1.85万 | 减仓 |
| LLY | ELI LILLY & CO | $12.88万 | 0.05% | 140 | 24 | 20.7% | $2.21万 | 加仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $13.05万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $13.14万 | 0.05% | 2,594 | -920 | -26.2% | -$4.66万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $13.48万 | 0.05% | 4,345 | 37 | 0.9% | $1,148 | 加仓 |
| GPC | GENUINE PARTS CO | $13.59万 | 0.05% | 1,207 | 48 | 4.1% | $5,404 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $13.80万 | 0.05% | 1,288 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $13.96万 | 0.06% | 690 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $14.14万 | 0.06% | 2,440 | 95 | 4.1% | $5,506 | 加仓 |
| COP | CONOCOPHILLIPS | $14.73万 | 0.06% | 1,265 | -20 | -1.6% | -$2,329 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $15.04万 | 0.06% | 500 | -3 | -0.6% | -$902 | 减仓 |
| JNK | SPDR SERIES TRUST | $15.19万 | 0.06% | 1,566 | 62 | 4.1% | $6,013 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $15.74万 | 0.06% | 8,162 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $15.96万 | 0.06% | 1,386 | 3 | 0.2% | $345 | 加仓 |
| LOW | LOWES COS INC | $16.21万 | 0.06% | 640 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $16.59万 | 0.07% | 5,579 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $17.23万 | 0.07% | 2,334 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $17.58万 | 0.07% | 1,235 | 10 | 0.8% | $1,424 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $17.63万 | 0.07% | 7,547 | -1,523 | -16.8% | -$3.56万 | 减仓 |
| IREN | IREN LIMITED | $17.73万 | 0.07% | 3,640 | -167 | -4.4% | -$8,136 | 减仓 |
| MDT | MEDTRONIC PLC | $17.94万 | 0.07% | 2,111 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $18.21万 | 0.07% | 809 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $18.57万 | 0.07% | 353 | 1 | 0.3% | $526 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $18.98万 | 0.08% | 1,880 | -565 | -23.1% | -$5.70万 | 减仓 |
| V | VISA INC | $19.59万 | 0.08% | 624 | -60 | -8.8% | -$1.88万 | 减仓 |
| HDV | ISHARES TR | $21.44万 | 0.09% | 1,607 | 10 | 0.6% | $1,334 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $21.68万 | 0.09% | 4,630 | 4 | 0.1% | $187 | 加仓 |
| QCOM | QUALCOMM INC | $21.70万 | 0.09% | 1,578 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $21.71万 | 0.09% | 4,271 | -6 | -0.1% | -$305 | 减仓 |
| TGT | TARGET CORP | $22.19万 | 0.09% | 1,705 | 6 | 0.4% | $781 | 加仓 |
| SPGI | S&P GLOBAL INC | $22.58万 | 0.09% | 510 | -3 | -0.6% | -$1,328 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $23.36万 | 0.09% | 521 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $23.89万 | 0.09% | 724 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $23.91万 | 0.09% | 720 | -3 | -0.4% | -$996 | 减仓 |
| MLPX | GLOBAL X FDS | $24.01万 | 0.10% | 3,415 | -618 | -15.3% | -$4.34万 | 减仓 |
| NVS | NOVARTIS AG | $24.23万 | 0.10% | 1,605 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $25.04万 | 0.10% | 1,090 | 6 | 0.6% | $1,378 | 加仓 |
| MO | ALTRIA GROUP INC | $25.15万 | 0.10% | 3,892 | -53 | -1.3% | -$3,424 | 减仓 |
| AVGO | BROADCOM INC | $25.34万 | 0.10% | 634 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $25.61万 | 0.10% | 396 | 1 | 0.3% | $647 | 加仓 |
| UPRO | PROSHARES TR | $25.61万 | 0.10% | 2,057 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $26.55万 | 0.11% | 2,076 | 4 | 0.2% | $511 | 加仓 |
| T | AT&T INC | $26.98万 | 0.11% | 10,304 | 445 | 4.5% | $1.17万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.13万 | 0.11% | 5,424 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.54万 | 0.11% | 1,503 | 6 | 0.4% | $1,100 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $27.95万 | 0.11% | 5,351 | 23 | 0.4% | $1,201 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.14万 | 0.11% | 3,058 | -800 | -20.7% | -$7.36万 | 减仓 |
| ALL | ALLSTATE CORP | $29.54万 | 0.12% | 1,373 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.57万 | 0.12% | 5,019 | -2 | -0.0% | -$118 | 减仓 |
| IWP | ISHARES TR | $29.58万 | 0.12% | 2,136 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $29.63万 | 0.12% | 4,502 | -2,260 | -33.4% | -$14.87万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $29.67万 | 0.12% | 6,015 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $30.77万 | 0.12% | 5,703 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.33万 | 0.12% | 2,222 | -16 | -0.7% | -$2,256 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.67万 | 0.13% | 2,042 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.15万 | 0.13% | 3,349 | 18 | 0.5% | $1,728 | 加仓 |
| CSCO | CISCO SYS INC | $32.48万 | 0.13% | 3,703 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $32.77万 | 0.13% | 2,233 | -18 | -0.8% | -$2,642 | 减仓 |
| SDY | SPDR SERIES TRUST | $32.85万 | 0.13% | 2,203 | 6 | 0.3% | $895 | 加仓 |
| AEE | AMEREN CORP | $33.01万 | 0.13% | 2,967 | -322 | -9.8% | -$3.58万 | 减仓 |
| IJS | ISHARES TR | $33.20万 | 0.13% | 2,587 | -77 | -2.9% | -$9,881 | 减仓 |
| CAT | CATERPILLAR INC | $33.37万 | 0.13% | 418 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $33.44万 | 0.13% | 2,513 | -9 | -0.4% | -$1,197 | 减仓 |
| PEP | PEPSICO INC | $34.86万 | 0.14% | 2,220 | 8 | 0.4% | $1,256 | 加仓 |
| MS | MORGAN STANLEY | $35.03万 | 0.14% | 1,837 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $35.30万 | 0.14% | 6,036 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $35.58万 | 0.14% | 6,418 | 13 | 0.2% | $721 | 加仓 |
| KO | COCA COLA CO | $36.15万 | 0.14% | 4,790 | 0 | 0.0% | — | 不变 |
| BKDV | BNY MELLON ETF TRUST II | $36.54万 | 0.14% | 11,680 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $36.54万 | 0.14% | 1,449 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $37.59万 | 0.15% | 560 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $39.16万 | 0.16% | 2,501 | -1,157 | -31.6% | -$18.12万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $39.87万 | 0.16% | 2,580 | 4 | 0.2% | $618 | 加仓 |
| IJK | ISHARES TR | $40.00万 | 0.16% | 3,622 | -291 | -7.4% | -$3.21万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.64万 | 0.16% | 1,788 | -37 | -2.0% | -$8,410 | 减仓 |
| IWR | ISHARES TR | $41.31万 | 0.16% | 3,948 | -1,279 | -24.5% | -$13.38万 | 减仓 |
| IJR | ISHARES TR | $42.80万 | 0.17% | 3,143 | -449 | -12.5% | -$6.11万 | 减仓 |
| RTX | RTX CORPORATION | $45.85万 | 0.18% | 2,342 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $46.48万 | 0.18% | 2,950 | 8 | 0.3% | $1,260 | 加仓 |
| HD | HOME DEPOT INC | $46.94万 | 0.19% | 1,337 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $47.34万 | 0.19% | 2,141 | 2 | 0.1% | $442 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.09万 | 0.19% | 6,936 | -1,851 | -21.1% | -$12.83万 | 减仓 |
| GOOGL | ALPHABET INC | $48.22万 | 0.19% | 1,429 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $51.39万 | 0.20% | 1,836 | 9 | 0.5% | $2,519 | 加仓 |
| VTI | VANGUARD INDEX FDS | $51.43万 | 0.20% | 1,469 | -23 | -1.5% | -$8,052 | 减仓 |
| MRK | MERCK & CO INC | $53.48万 | 0.21% | 4,567 | -870 | -16.0% | -$10.19万 | 减仓 |
| IJT | ISHARES TR | $54.83万 | 0.22% | 3,420 | -916 | -21.1% | -$14.69万 | 减仓 |
| EFA | ISHARES TR | $60.70万 | 0.24% | 5,841 | -28 | -0.5% | -$2,910 | 减仓 |
| GOOG | ALPHABET INC | $62.52万 | 0.25% | 1,864 | -13 | -0.7% | -$4,360 | 减仓 |