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 |
|---|---|---|---|---|---|---|---|---|
| FENY | FIDELITY COVINGTON TRUST | $1.42万 | 0.01% | 463 | 463 | — | $1.42万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1.42万 | 0.01% | 59 | 59 | — | $1.42万 | 新建仓 |
| EEM | ISHARES TR | $1.41万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $1.40万 | 0.01% | 24 | -2 | -7.7% | -$1,166 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $1.40万 | 0.01% | 229 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $1.37万 | 0.01% | 417 | 417 | — | $1.37万 | 新建仓 |
| RBA | RB GLOBAL INC | $1.37万 | 0.01% | 131 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.37万 | 0.01% | 85 | -9 | -9.6% | -$1,446 | 减仓 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $1.35万 | 0.01% | 2,950 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $1.32万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.30万 | 0.01% | 738 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.27万 | 0.01% | 191 | 191 | — | $1.27万 | 新建仓 |
| HEI | HEICO CORP NEW | $1.20万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP | $1.18万 | 0.00% | 114 | 60 | 111.1% | $6,188 | 加仓 |
| INTU | INTUIT | $1.13万 | 0.00% | 28 | -2 | -6.7% | -$810 | 减仓 |
| ENSG | ENSIGN GROUP INC | $1.13万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.12万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $1.10万 | 0.00% | 146 | 146 | — | $1.10万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $1.06万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $1.05万 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $1.04万 | 0.00% | 49 | 49 | — | $1.04万 | 新建仓 |
| MSCI | MSCI INC | $1.02万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $1.02万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.01万 | 0.00% | 80 | -24 | -23.1% | -$3,035 | 减仓 |
| CNMD | CONMED CORP | $9,643 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $9,504 | 0.00% | 121 | 121 | — | $9,504 | 新建仓 |
| IEX | IDEX CORP | $9,493 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $9,453 | 0.00% | 758 | -274 | -26.6% | -$3,417 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $9,150 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $9,107 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $9,034 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $9,006 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $8,843 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $8,769 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $8,470 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $8,412 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $8,239 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $7,944 | 0.00% | 24 | 5 | 26.3% | $1,655 | 加仓 |
| GEV | GE VERNOVA INC | $7,922 | 0.00% | 8 | -516 | -98.5% | -$51.10万 | 减仓 |
| EAT | BRINKER INTL INC | $7,916 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $7,878 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $7,819 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $7,722 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $7,685 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $7,675 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BLZE | BACKBLAZE INC | $7,641 | 0.00% | 1,850 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $7,412 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $7,343 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $7,326 | 0.00% | 217 | 53 | 32.3% | $1,789 | 加仓 |
| YUM | YUM BRANDS INC | $7,313 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $6,905 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $6,877 | 0.00% | 237 | 1 | 0.4% | $29 | 加仓 |
| KEY | KEYCORP | $6,813 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $6,714 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $6,671 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $6,634 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $6,578 | 0.00% | 46 | 16 | 53.3% | $2,288 | 加仓 |
| INTC | INTEL CORP | $6,570 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $6,566 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $6,498 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $6,346 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $6,327 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $6,309 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $6,295 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $6,220 | 0.00% | 67 | -8 | -10.7% | -$743 | 减仓 |
| EMGF | ISHARES INC | $6,198 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| WK | WORKIVA INC | $6,091 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $6,012 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FRPT | FRESHPET INC | $5,995 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $5,980 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $5,941 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $5,877 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $5,870 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $5,864 | 0.00% | 9 | 2 | 28.6% | $1,303 | 加仓 |
| CSGP | COSTAR GROUP INC | $5,849 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $5,794 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $5,765 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $5,679 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $5,651 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $5,644 | 0.00% | 17 | -3 | -15.0% | -$996 | 减仓 |
| GDDY | GODADDY INC | $5,608 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5,468 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $5,403 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5,335 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $5,303 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $5,299 | 0.00% | 4 | 4 | — | $5,299 | 新建仓 |
| EXPO | EXPONENT INC | $5,248 | 0.00% | 77 | 23 | 42.6% | $1,568 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $5,232 | 0.00% | 529 | 529 | — | $5,232 | 新建仓 |
| ADBE | ADOBE INC | $5,222 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $5,175 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $5,122 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $5,037 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $4,961 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $4,747 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $4,592 | 0.00% | 359 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $4,588 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $4,543 | 0.00% | 44 | 44 | — | $4,543 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $4,531 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $4,442 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $4,356 | 0.00% | 33 | 0 | 0.0% | — | 不变 |