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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $26.98万 | 0.11% | 10,304 | 445 | 4.5% | $1.17万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $26.55万 | 0.11% | 2,076 | 4 | 0.2% | $511 | 加仓 |
| UPRO | PROSHARES TR | $25.61万 | 0.10% | 2,057 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $25.61万 | 0.10% | 396 | 1 | 0.3% | $647 | 加仓 |
| AVGO | BROADCOM INC | $25.34万 | 0.10% | 634 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.15万 | 0.10% | 3,892 | -53 | -1.3% | -$3,424 | 减仓 |
| — | HONEYWELL INTL INC | $25.04万 | 0.10% | 1,090 | 6 | 0.6% | $1,378 | 加仓 |
| NVS | NOVARTIS AG | $24.23万 | 0.10% | 1,605 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X FDS | $24.01万 | 0.10% | 3,415 | -618 | -15.3% | -$4.34万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $23.91万 | 0.09% | 720 | -3 | -0.4% | -$996 | 减仓 |
| CB | CHUBB LTD SWITZ | $23.89万 | 0.09% | 724 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.36万 | 0.09% | 521 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $22.58万 | 0.09% | 510 | -3 | -0.6% | -$1,328 | 减仓 |
| TGT | TARGET CORP | $22.19万 | 0.09% | 1,705 | 6 | 0.4% | $781 | 加仓 |
| TFC | TRUIST FINL CORP | $21.71万 | 0.09% | 4,271 | -6 | -0.1% | -$305 | 减仓 |
| QCOM | QUALCOMM INC | $21.70万 | 0.09% | 1,578 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $21.68万 | 0.09% | 4,630 | 4 | 0.1% | $187 | 加仓 |
| HDV | ISHARES TR | $21.44万 | 0.09% | 1,607 | 10 | 0.6% | $1,334 | 加仓 |
| V | VISA INC | $19.59万 | 0.08% | 624 | -60 | -8.8% | -$1.88万 | 减仓 |
| JUST | GOLDMAN SACHS ETF TR | $18.98万 | 0.08% | 1,880 | -565 | -23.1% | -$5.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $18.57万 | 0.07% | 353 | 1 | 0.3% | $526 | 加仓 |
| BA | BOEING CO | $18.21万 | 0.07% | 809 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $17.94万 | 0.07% | 2,111 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $17.73万 | 0.07% | 3,640 | -167 | -4.4% | -$8,136 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $17.63万 | 0.07% | 7,547 | -1,523 | -16.8% | -$3.56万 | 减仓 |
| IJJ | ISHARES TR | $17.58万 | 0.07% | 1,235 | 10 | 0.8% | $1,424 | 加仓 |
| — | AMPLIFY ETF TR | $17.23万 | 0.07% | 2,334 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $16.59万 | 0.07% | 5,579 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $16.21万 | 0.06% | 640 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $15.96万 | 0.06% | 1,386 | 3 | 0.2% | $345 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $15.74万 | 0.06% | 8,162 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $15.19万 | 0.06% | 1,566 | 62 | 4.1% | $6,013 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $15.04万 | 0.06% | 500 | -3 | -0.6% | -$902 | 减仓 |
| COP | CONOCOPHILLIPS | $14.73万 | 0.06% | 1,265 | -20 | -1.6% | -$2,329 | 减仓 |
| UL | UNILEVER PLC | $14.14万 | 0.06% | 2,440 | 95 | 4.1% | $5,506 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $13.96万 | 0.06% | 690 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $13.80万 | 0.05% | 1,288 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $13.59万 | 0.05% | 1,207 | 48 | 4.1% | $5,404 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $13.48万 | 0.05% | 4,345 | 37 | 0.9% | $1,148 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $13.14万 | 0.05% | 2,594 | -920 | -26.2% | -$4.66万 | 减仓 |
| — | ORCHESTRA BIOMED HLDGS INC | $13.05万 | 0.05% | 30,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $12.88万 | 0.05% | 140 | 24 | 20.7% | $2.21万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $12.86万 | 0.05% | 7,520 | -1,083 | -12.6% | -$1.85万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $12.85万 | 0.05% | 1,581 | 2 | 0.1% | $163 | 加仓 |
| VICI | VICI PPTYS INC | $12.78万 | 0.05% | 4,441 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $12.26万 | 0.05% | 399 | 5 | 1.3% | $1,536 | 加仓 |
| BCE | BCE INC | $12.15万 | 0.05% | 5,074 | -48 | -0.9% | -$1,150 | 减仓 |
| SR | SPIRE INC | $12.05万 | 0.05% | 1,317 | 12 | 0.9% | $1,098 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $12.02万 | 0.05% | 752 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $11.93万 | 0.05% | 1,626 | -592 | -26.7% | -$4.34万 | 减仓 |
| ZTS | ZOETIS INC | $11.90万 | 0.05% | 970 | 15 | 1.6% | $1,841 | 加仓 |
| CSX | CSX CORP | $11.74万 | 0.05% | 2,685 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $11.12万 | 0.04% | 3,024 | -891 | -22.8% | -$3.28万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $10.95万 | 0.04% | 1,869 | 60 | 3.3% | $3,514 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.92万 | 0.04% | 2,958 | -2,012 | -40.5% | -$7.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $10.74万 | 0.04% | 332 | 0 | 0.0% | — | 不变 |
| CRBN | ISHARES TR | $10.73万 | 0.04% | 441 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $10.68万 | 0.04% | 1,361 | -6 | -0.4% | -$471 | 减仓 |
| MA | MASTERCARD INCORPORATED | $10.45万 | 0.04% | 202 | 1 | 0.5% | $517 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $10.22万 | 0.04% | 1,251 | 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 |
| ITOT | ISHARES TR | $9.92万 | 0.04% | 638 | 0 | 0.0% | — | 不变 |
| — | AIRJOULE TECHNOLOGIES CORP | $9.75万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $9.66万 | 0.04% | 431 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9.37万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ETF TR | $9.18万 | 0.04% | 1,817 | 10 | 0.6% | $505 | 加仓 |
| CCI | CROWN CASTLE INC | $9.18万 | 0.04% | 1,048 | -230 | -18.0% | -$2.01万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $9.05万 | 0.04% | 1,478 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $8.57万 | 0.03% | 3,114 | 22 | 0.7% | $605 | 加仓 |
| VPU | VANGUARD WORLD FD | $8.48万 | 0.03% | 428 | 3 | 0.7% | $594 | 加仓 |
| SPIB | SPDR SERIES TRUST | $8.43万 | 0.03% | 2,500 | -302 | -10.8% | -$1.02万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $8.40万 | 0.03% | 1,501 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $8.36万 | 0.03% | 527 | 41 | 8.4% | $6,504 | 加仓 |
| SPYM | SPDR SERIES TRUST | $8.34万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $8.25万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $8.23万 | 0.03% | 750 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $8.03万 | 0.03% | 271 | -31 | -10.3% | -$9,181 | 减仓 |
| MPC | MARATHON PETE CORP | $7.88万 | 0.03% | 368 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $7.66万 | 0.03% | 932 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $7.52万 | 0.03% | 700 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $7.28万 | 0.03% | 1,473 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.15万 | 0.03% | 282 | 21 | 8.0% | $5,328 | 加仓 |
| — | GLOBAL X FDS | $6.79万 | 0.03% | 1,786 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $6.43万 | 0.03% | 678 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $6.36万 | 0.03% | 162 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $6.27万 | 0.02% | 1,059 | 1,059 | — | $6.27万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $6.16万 | 0.02% | 625 | 7 | 1.1% | $690 | 加仓 |
| SPYG | SPDR SERIES TRUST | $6.14万 | 0.02% | 555 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6.06万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $5.94万 | 0.02% | 2,528 | 17 | 0.7% | $399 | 加仓 |
| SBUX | STARBUCKS CORP | $5.92万 | 0.02% | 598 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.85万 | 0.02% | 1,352 | -196 | -12.7% | -$8,477 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $5.83万 | 0.02% | 1,013 | 1,013 | — | $5.83万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $5.83万 | 0.02% | 276 | 13 | 4.9% | $2,747 | 加仓 |
| SLV | ISHARES SILVER TR | $5.73万 | 0.02% | 794 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5.47万 | 0.02% | 198 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $5.43万 | 0.02% | 354 | 3 | 0.9% | $460 | 加仓 |
| — | SOLUNA HOLDINGS INC | $5.41万 | 0.02% | 38,659 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $5.28万 | 0.02% | 605 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $5.25万 | 0.02% | 1,319 | 1,319 | — | $5.25万 | 新建仓 |