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 |
|---|---|---|---|---|---|---|---|---|
| ENB | ENBRIDGE INC | $4.67万 | 0.02% | 843 | 843 | — | $4.67万 | 新建仓 |
| APH | AMPHENOL CORP | $4.70万 | 0.02% | 315 | 58 | 22.6% | $8,658 | 加仓 |
| — | SOLUNA HOLDINGS INC | $4.76万 | 0.02% | 38,659 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $4.77万 | 0.02% | 72 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $4.78万 | 0.02% | 143 | 1 | 0.7% | $334 | 加仓 |
| D | DOMINION ENERGY INC | $4.79万 | 0.02% | 681 | 676 | 13,520.0% | $4.75万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $4.81万 | 0.02% | 936 | 936 | — | $4.81万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $4.83万 | 0.02% | 513 | 513 | — | $4.83万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $4.85万 | 0.02% | 774 | -285 | -26.9% | -$1.79万 | 减仓 |
| NOW | SERVICENOW INC | $4.86万 | 0.02% | 460 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $4.97万 | 0.02% | 1,352 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $5.01万 | 0.02% | 162 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $5.05万 | 0.02% | 87 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $5.12万 | 0.02% | 1,022 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $5.20万 | 0.02% | 1,010 | 3 | 0.3% | $155 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $5.23万 | 0.02% | 293 | 293 | — | $5.23万 | 新建仓 |
| DOW | DOW HLDGS INC | $5.27万 | 0.02% | 1,833 | -1,191 | -39.4% | -$3.42万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $5.50万 | 0.02% | 300 | 18 | 6.4% | $3,299 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5.52万 | 0.02% | 1,166 | 1,109 | 1,945.6% | $5.25万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $5.60万 | 0.02% | 1,108 | -709 | -39.0% | -$3.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $5.63万 | 0.02% | 543 | -55 | -9.2% | -$5,701 | 减仓 |
| AMGN | AMGEN INC | $5.64万 | 0.02% | 150 | 50 | 50.0% | $1.88万 | 加仓 |
| IYW | ISHARES TR | $5.72万 | 0.02% | 244 | 1 | 0.4% | $235 | 加仓 |
| NFLX | NETFLIX INC. | $5.76万 | 0.02% | 818 | 140 | 20.6% | $9,856 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $6.10万 | 0.02% | 282 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $6.21万 | 0.02% | 300 | 300 | — | $6.21万 | 新建仓 |
| — | GLOBAL X FDS | $6.25万 | 0.02% | 1,797 | 11 | 0.6% | $383 | 加仓 |
| AGG | ISHARES TR | $6.30万 | 0.02% | 645 | 373 | 137.1% | $3.64万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $6.34万 | 0.02% | 2,562 | 34 | 1.3% | $842 | 加仓 |
| SPYG | SPDR SERIES TRUST | $6.36万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $6.59万 | 0.02% | 2,756 | 2,751 | 55,020.0% | $6.58万 | 加仓 |
| MMM | 3M CO | $7.13万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $7.14万 | 0.03% | 403 | 393 | 3,930.0% | $6.96万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $7.22万 | 0.03% | 1,473 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $7.39万 | 0.03% | 3,480 | -1,594 | -31.4% | -$3.39万 | 减仓 |
| ZTS | ZOETIS INC | $7.46万 | 0.03% | 970 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $7.71万 | 0.03% | 1,230 | 1,053 | 594.9% | $6.60万 | 重新持有 |
| DEO | DIAGEO PLC | $7.94万 | 0.03% | 932 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $8.07万 | 0.03% | 2,240 | 2,240 | — | $8.07万 | 新建仓 |
| DVY | ISHARES TR | $8.12万 | 0.03% | 498 | 144 | 40.7% | $2.35万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $8.14万 | 0.03% | 512 | -15 | -2.8% | -$2,384 | 减仓 |
| SPIB | SPDR SERIES TRUST | $8.28万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $8.37万 | 0.03% | 1,252 | 949 | 313.2% | $6.35万 | 加仓 |
| MAS | MASCO CORP | $8.38万 | 0.03% | 1,032 | 1,032 | — | $8.38万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $8.49万 | 0.03% | 431 | 3 | 0.7% | $591 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $8.67万 | 0.03% | 1,727 | 1,727 | — | $8.67万 | 新建仓 |
| DE | DEERE & CO | $8.81万 | 0.03% | 141 | 141 | — | $8.81万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $8.94万 | 0.03% | 1,480 | 2 | 0.1% | $121 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $9.09万 | 0.03% | 1,222 | -53 | -4.2% | -$3,944 | 减仓 |
| KR | KROGER CO | $9.28万 | 0.03% | 1,600 | 1,600 | — | $9.28万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.70万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $10.01万 | 0.04% | 946 | 246 | 35.1% | $2.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $10.24万 | 0.04% | 1,177 | 177 | 17.7% | $1.54万 | 加仓 |
| WM | WASTE MGMT INC DEL | $10.25万 | 0.04% | 431 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $10.34万 | 0.04% | 638 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $10.47万 | 0.04% | 110 | 80 | 266.7% | $7.61万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $10.87万 | 0.04% | 4,767 | -812 | -14.6% | -$1.85万 | 减仓 |
| OMC | OMNICOM GROUP INC | $10.94万 | 0.04% | 1,327 | -34 | -2.5% | -$2,802 | 减仓 |
| MA | MASTERCARD INCORPORATED | $11.00万 | 0.04% | 199 | -3 | -1.5% | -$1,659 | 减仓 |
| CRBN | ISHARES TR | $11.08万 | 0.04% | 444 | 3 | 0.7% | $749 | 加仓 |
| CCI | CROWN CASTLE INC | $11.24万 | 0.04% | 1,516 | 468 | 44.7% | $3.47万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $11.41万 | 0.04% | 541 | 541 | — | $11.41万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $11.43万 | 0.04% | 1,251 | 0 | 0.0% | — | 不变 |
| — | ORCHESTRA BIOMED HLDGS INC | $11.46万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $11.49万 | 0.04% | 368 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $11.88万 | 0.04% | 4,441 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $12.03万 | 0.04% | 2,335 | 1,571 | 205.6% | $8.10万 | 加仓 |
| IJH | ISHARES TR | $12.04万 | 0.04% | 1,584 | -42 | -2.6% | -$3,192 | 减仓 |
| CAH | CARDINAL HEALTH INC | $12.08万 | 0.04% | 527 | 251 | 90.9% | $5.75万 | 加仓 |
| GIS | GENERAL MILLS INC | $12.09万 | 0.04% | 3,303 | 2,553 | 340.4% | $9.35万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $12.52万 | 0.05% | 2,600 | 6 | 0.2% | $289 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $12.67万 | 0.05% | 1,136 | 386 | 51.5% | $4.30万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $12.74万 | 0.05% | 752 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $12.86万 | 0.05% | 1,333 | -17 | -1.3% | -$1,640 | 重新持有 |
| TVTX | TRAVERE THERAPEUTICS INC | $12.89万 | 0.05% | 2,275 | 2,275 | — | $12.89万 | 新建仓 |
| — | AIRJOULE TECHNOLOGIES CORP | $12.99万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $13.11万 | 0.05% | 2,314 | 813 | 54.2% | $4.61万 | 加仓 |
| IREN | IREN LIMITED | $13.21万 | 0.05% | 3,640 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $13.30万 | 0.05% | 541 | -549 | -50.4% | -$13.49万 | 减仓 |
| LOW | LOWES COS INC | $13.37万 | 0.05% | 632 | -8 | -1.2% | -$1,692 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $13.45万 | 0.05% | 322 | -10 | -3.0% | -$4,176 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $13.56万 | 0.05% | 1,654 | 73 | 4.6% | $5,985 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $13.83万 | 0.05% | 1,241 | 616 | 98.6% | $6.87万 | 加仓 |
| CSX | CSX CORP | $13.91万 | 0.05% | 2,685 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $14.11万 | 0.05% | 2,299 | -141 | -5.8% | -$8,653 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $14.64万 | 0.05% | 4,379 | 34 | 0.8% | $1,137 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $14.85万 | 0.05% | 300 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $15.28万 | 0.06% | 1,601 | 35 | 2.2% | $3,341 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $15.35万 | 0.06% | 2,646 | 777 | 41.6% | $4.51万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $15.82万 | 0.06% | 1,390 | 4 | 0.3% | $455 | 加仓 |
| MCD | MCDONALDS CORP | $15.91万 | 0.06% | 588 | 189 | 47.4% | $5.12万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $16.03万 | 0.06% | 548 | 277 | 102.2% | $8.10万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $16.80万 | 0.06% | 7,461 | -59 | -0.8% | -$1,329 | 减仓 |
| MDT | MEDTRONIC PLC | $17.43万 | 0.06% | 2,070 | -41 | -1.9% | -$3,453 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $17.59万 | 0.06% | 690 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $17.67万 | 0.06% | 8,162 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $17.70万 | 0.06% | 7,753 | 206 | 2.7% | $4,703 | 加仓 |
| GPC | GENUINE PARTS CO | $17.83万 | 0.07% | 1,396 | 189 | 15.7% | $2.41万 | 加仓 |
| ETR | ENTERGY CORP NEW | $18.20万 | 0.07% | 1,600 | 1,600 | — | $18.20万 | 新建仓 |
| — | AMPLIFY ETF TR | $18.37万 | 0.07% | 2,334 | 0 | 0.0% | — | 不变 |