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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $65.79万 | 0.26% | 4,553 | -691 | -13.2% | -$9.98万 | 减仓 |
| WMT | WALMART INC | $69.15万 | 0.27% | 5,406 | -1,685 | -23.8% | -$21.55万 | 减仓 |
| IWM | ISHARES TR | $69.33万 | 0.27% | 2,500 | -898 | -26.4% | -$24.90万 | 减仓 |
| ABBV | ABBVIE INC | $72.30万 | 0.29% | 3,549 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $73.98万 | 0.29% | 4,166 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $74.65万 | 0.30% | 2,355 | -1,276 | -35.1% | -$40.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $78.12万 | 0.31% | 3,866 | -20 | -0.5% | -$4,041 | 减仓 |
| IVW | ISHARES TR | $81.27万 | 0.32% | 6,364 | 38 | 0.6% | $4,853 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $82.38万 | 0.33% | 15,511 | -4,791 | -23.6% | -$25.44万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.52万 | 0.33% | 1,748 | 4 | 0.2% | $1,888 | 加仓 |
| — | EXXON MOBIL CORP | $84.90万 | 0.34% | 5,749 | -958 | -14.3% | -$14.15万 | 减仓 |
| ICSH | ISHARES TR | $89.41万 | 0.35% | 17,673 | 685 | 4.0% | $3.47万 | 加仓 |
| ICF | ISHARES TR | $90.94万 | 0.36% | 13,419 | -959 | -6.7% | -$6.50万 | 减仓 |
| AMZN | AMAZON COM INC | $101.82万 | 0.40% | 4,101 | -243 | -5.6% | -$6.03万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $102.05万 | 0.40% | 18,530 | 116 | 0.6% | $6,388 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $106.98万 | 0.42% | 14,455 | 858 | 6.3% | $6.35万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $112.62万 | 0.45% | 11,606 | 180 | 1.6% | $1.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $117.91万 | 0.47% | 5,111 | -14 | -0.3% | -$3,230 | 减仓 |
| SCZ | ISHARES TR | $127.65万 | 0.51% | 15,090 | -1,708 | -10.2% | -$14.45万 | 减仓 |
| RBLX | ROBLOX CORP | $131.93万 | 0.52% | 21,337 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $147.54万 | 0.59% | 45,978 | 2,723 | 6.3% | $8.74万 | 加仓 |
| TJX | TJX COS INC NEW | $154.13万 | 0.61% | 9,652 | -19 | -0.2% | -$3,034 | 减仓 |
| IWO | ISHARES TR | $160.05万 | 0.63% | 4,462 | -873 | -16.4% | -$31.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $163.48万 | 0.65% | 3,910 | 16 | 0.4% | $6,690 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $178.48万 | 0.71% | 49,868 | -6,751 | -11.9% | -$24.16万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $181.94万 | 0.72% | 30,009 | -4,089 | -12.0% | -$24.79万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $203.43万 | 0.81% | 76,020 | 2,338 | 3.2% | $6.26万 | 加仓 |
| IWB | ISHARES TR | $217.33万 | 0.86% | 5,594 | -996 | -15.1% | -$38.70万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $267.53万 | 1.06% | 3,775 | -1,084 | -22.3% | -$76.82万 | 减仓 |
| IWN | ISHARES TR | $274.95万 | 1.09% | 13,245 | -308 | -2.3% | -$6.39万 | 减仓 |
| VV | VANGUARD INDEX FDS | $276.00万 | 1.09% | 8,473 | -710 | -7.7% | -$23.13万 | 减仓 |
| IEMG | ISHARES INC | $301.84万 | 1.20% | 38,927 | -2,840 | -6.8% | -$22.02万 | 减仓 |
| SF | STIFEL FINL CORP | $306.49万 | 1.22% | 37,533 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $318.35万 | 1.26% | 93,826 | -3,532 | -3.6% | -$11.98万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $384.29万 | 1.52% | 118,536 | -5,809 | -4.7% | -$18.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $408.70万 | 1.62% | 125,599 | 4,033 | 3.3% | $13.12万 | 加仓 |
| EFV | ISHARES TR | $417.65万 | 1.66% | 53,313 | -2,093 | -3.8% | -$16.40万 | 减仓 |
| EFG | ISHARES TR | $483.22万 | 1.92% | 39,699 | -1,329 | -3.2% | -$16.18万 | 减仓 |
| VB | VANGUARD INDEX FDS | $502.38万 | 1.99% | 17,555 | -2,092 | -10.6% | -$59.87万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $506.52万 | 2.01% | 99,376 | 1,926 | 2.0% | $9.82万 | 加仓 |
| DEM | WISDOMTREE TR | $555.20万 | 2.20% | 106,014 | -13,014 | -10.9% | -$68.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $573.90万 | 2.28% | 18,607 | -665 | -3.5% | -$20.51万 | 减仓 |
| IEFA | ISHARES TR | $616.67万 | 2.45% | 63,548 | -4,411 | -6.5% | -$42.80万 | 减仓 |
| IVV | ISHARES TR | $718.38万 | 2.85% | 10,088 | -640 | -6.0% | -$45.57万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $728.52万 | 2.89% | 21,547 | -1,063 | -4.7% | -$35.94万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $808.75万 | 3.21% | 34,669 | -1,656 | -4.6% | -$38.63万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $934.98万 | 3.71% | 334,399 | 4,360 | 1.3% | $12.19万 | 加仓 |
| AAPL | APPLE INC | $1,022.64万 | 4.06% | 37,453 | -344 | -0.9% | -$9.39万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,112.60万 | 4.41% | 57,606 | -2,886 | -4.8% | -$55.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,222.14万 | 4.85% | 24,811 | 243 | 1.0% | $11.97万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,241.58万 | 4.92% | 60,787 | -145 | -0.2% | -$2.96万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,338.59万 | 5.31% | 46,851 | -1,695 | -3.5% | -$48.43万 | 减仓 |
| IWD | ISHARES TR | $1,374.54万 | 5.45% | 60,475 | 3,590 | 6.3% | $81.60万 | 加仓 |
| IWF | ISHARES TR | $1,819.26万 | 7.22% | 38,322 | 2,629 | 7.4% | $124.81万 | 加仓 |