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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $189.30万 | 0.69% | 4,865 | 955 | 24.4% | $37.16万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $209.93万 | 0.77% | 77,377 | 1,357 | 1.8% | $3.68万 | 加仓 |
| IWB | ISHARES TR | $226.58万 | 0.83% | 5,602 | 8 | 0.1% | $3,236 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $270.55万 | 0.99% | 3,661 | -114 | -3.0% | -$8.42万 | 减仓 |
| IWN | ISHARES TR | $271.26万 | 0.99% | 12,210 | -1,035 | -7.8% | -$22.99万 | 减仓 |
| VV | VANGUARD INDEX FDS | $284.85万 | 1.04% | 8,379 | -94 | -1.1% | -$3.20万 | 减仓 |
| IEMG | ISHARES INC | $306.24万 | 1.12% | 39,591 | 664 | 1.7% | $5.14万 | 加仓 |
| SF | STIFEL FINL CORP | $309.16万 | 1.13% | 37,533 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $323.24万 | 1.18% | 92,435 | -1,391 | -1.5% | -$4.86万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $378.16万 | 1.38% | 111,652 | -6,884 | -5.8% | -$23.32万 | 减仓 |
| DEM | WISDOMTREE TR | $403.04万 | 1.47% | 75,590 | -30,424 | -28.7% | -$162.22万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $432.55万 | 1.58% | 128,812 | 3,213 | 2.6% | $10.79万 | 加仓 |
| EFV | ISHARES TR | $467.72万 | 1.71% | 58,796 | 5,483 | 10.3% | $43.62万 | 加仓 |
| EFG | ISHARES TR | $507.62万 | 1.85% | 42,415 | 2,716 | 6.8% | $32.50万 | 加仓 |
| VB | VANGUARD INDEX FDS | $515.33万 | 1.88% | 17,358 | -197 | -1.1% | -$5.85万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $521.43万 | 1.91% | 103,366 | 3,990 | 4.0% | $20.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $609.67万 | 2.23% | 75,258 | 830 | 1.1% | $6.72万 | 加仓 |
| IEFA | ISHARES TR | $637.22万 | 2.33% | 65,808 | 2,260 | 3.6% | $21.88万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $721.60万 | 2.64% | 20,989 | -558 | -2.6% | -$19.18万 | 减仓 |
| IVV | ISHARES TR | $813.26万 | 2.97% | 10,952 | 864 | 8.6% | $64.16万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $887.95万 | 3.24% | 36,141 | 1,472 | 4.2% | $36.17万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $949.52万 | 3.47% | 325,625 | -8,774 | -2.6% | -$25.58万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $1,172.66万 | 4.28% | 57,072 | -534 | -0.9% | -$10.97万 | 减仓 |
| AAPL | APPLE INC | $1,272.86万 | 4.65% | 37,781 | 328 | 0.9% | $11.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,275.05万 | 4.66% | 152,920 | 4,054 | 2.7% | $33.80万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,357.94万 | 4.96% | 46,077 | -774 | -1.7% | -$22.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,397.68万 | 5.11% | 63,038 | 2,251 | 3.7% | $49.91万 | 加仓 |
| IWD | ISHARES TR | $1,710.34万 | 6.25% | 68,485 | 8,010 | 13.2% | $200.04万 | 加仓 |
| IWF | ISHARES TR | $2,028.34万 | 7.41% | 173,170 | 19,882 | 13.0% | $232.88万 | 加仓 |