13F 机构持仓

Meramec Financial Planners, LLC

SAINT LOUIS MO · SEC CIK 0002100778

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWF 7.2%
IWD 5.5%
VOT 5.3%
VTV 4.9%
VUG 4.8%
VOE 4.4%
AAPL 4.1%
SCHX 3.7%
VBR 3.2%
VBK 2.9%

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
BP BP PLC $4,3330.00%96 11.1% $45 加仓
TEL TE CONNECTIVITY PLC $4,2110.00%17 -17-50.0% -$4,211 减仓
ALRM ALARM COM HLDGS INC $4,1610.00%90 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $4,0070.00%83 83— $4,007 新建仓
JKHY HENRY JACK & ASSOC INC $4,0010.00%26 00.0% — 不变
PH PARKER-HANNIFIN CORP $3,9860.00%4 00.0% — 不变
ICLN ISHARES TR $3,9220.00%200 00.0% — 不变
DELL DELL TECHNOLOGIES INC $3,8810.00%19 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $3,8580.00%52 -739-93.4% -$5.48万 减仓
SPSC SPS COMM INC $3,8400.00%66 00.0% — 不变
F FORD MTR CO $3,7970.00%295 00.0% — 不变
TTC TORO CO $3,7750.00%40 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $3,6150.00%47 00.0% — 不变
GLOB GLOBANT S A $3,5930.00%71 00.0% — 不变
FWRG FIRST WATCH RESTAURANT GROUP $3,5240.00%274 274— $3,524 新建仓
BALL BALL CORP $3,5220.00%55 -37-40.2% -$2,369 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $3,4980.00%619 00.0% — 不变
AGYS AGILYSYS INC $3,3980.00%50 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $3,3840.00%200 00.0% — 不变
NWN NORTHWEST NAT HLDG CO $3,3460.00%63 -49-43.8% -$2,602 减仓
SYM SYMBOTIC INC $3,2570.00%50 50— $3,257 新建仓
NKE NIKE INC $3,2080.00%69 -13-15.9% -$604 减仓
KTB KONTOOR BRANDS INC $3,2080.00%41 00.0% — 不变
TRNS TRANSCAT INC $3,1070.00%38 00.0% — 不变
— CLEANCORE SOLUTIONS INC $3,0390.00%9,222 00.0% — 不变
CSW CSW INDUSTRIALS INC $2,9760.00%10 00.0% — 不变
CLX CLOROX CO DEL $2,9630.00%29 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $2,8970.00%49 49— $2,897 新建仓
UBER UBER TECHNOLOGIES INC $2,7900.00%36 00.0% — 不变
CNC CENTENE CORP DEL $2,7590.00%72 00.0% — 不变
DV DOUBLEVERIFY HLDGS INC $2,6630.00%247 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $2,6480.00%57 00.0% — 不变
BHP BHP BILLITON LIMITED $2,5470.00%32 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $2,5430.00%43 -804-94.9% -$4.75万 减仓
UAL UNITED AIRLS HLDGS INC $2,4730.00%25 00.0% — 不变
ALC ALCON AG $2,3290.00%29 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $2,2740.00%71 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $2,1640.00%10 10— $2,164 新建仓
CPNG COUPANG INC $2,1510.00%100 100— $2,151 新建仓
YUMC YUM CHINA HLDGS INC $2,1080.00%43 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $2,0000.00%15 00.0% — 不变
TMUS T-MOBILE US INC $1,9840.00%10 00.0% — 不变
— ACV AUCTIONS INC $1,9330.00%379 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $1,9050.00%43 00.0% — 不变
STXF EA SERIES TRUST $1,8610.00%41 00.0% — 不变
CHDN CHURCHILL DOWNS INC $1,8590.00%20 00.0% — 不变
DGRO ISHARES TR $1,8290.00%25 -21-45.7% -$1,536 减仓
HWM HOWMET AEROSPACE INC $1,7900.00%7 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $1,6860.00%61 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $1,6630.00%163 00.0% — 不变
GDYN GRID DYNAMICS HLDGS INC $1,5830.00%270 00.0% — 不变
EOG EOG RES INC $1,5500.00%12 00.0% — 不变
— VOC ENERGY TR $1,5500.00%463 132.9% $44 加仓
CME CME GROUP INC $1,4380.00%5 00.0% — 不变
LRCX LAM RESEARCH CORP $1,3230.00%5 00.0% — 不变
PLAB PHOTRONICS INC $1,2320.00%25 847.1% $394 加仓
WFC WELLS FARGO & CO $1,2300.00%15 -1,485-99.0% -$12.18万 减仓
TPR TAPESTRY INC $1,2290.00%8 00.0% — 不变
AAL AMERICAN AIRLINES GROUP INC $1,2240.00%100 00.0% — 不变
— EA SERIES TRUST $1,2060.00%34 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $1,1510.00%4 00.0% — 不变
FHN FIRST HORIZON CORPORATION $1,1410.00%46 00.0% — 不变
BWA BORGWARNER INC $1,1150.00%20 00.0% — 不变
MSOS ADVISORSHARES TR $1,0880.00%250 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $1,0130.00%50 00.0% — 不变
ACM AECOM $1,0120.00%12 12— $1,012 新建仓
HLN HALEON PLC $9680.00%100 00.0% — 不变
— DBX ETF TR $9240.00%20 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $8760.00%6 -27-81.8% -$3,942 减仓
EW EDWARDS LIFESCIENCES CORP $8150.00%10 00.0% — 不变
— AMPLIFY ETF TR $8060.00%30 00.0% — 不变
RA BROOKFIELD REAL ASSETS INCOM $7660.00%59 00.0% — 不变
KD KYNDRYL HLDGS INC $7620.00%52 -1-1.9% -$15 减仓
— INVESCO EXCH TRADED FD TR II $7620.00%25 00.0% — 不变
LAES SEALSQ CORP $7350.00%250 00.0% — 不变
TXT TEXTRON INC $7320.00%8 00.0% — 不变
IFRA ISHARES TR $7270.00%12 00.0% — 不变
DAL DELTA AIR LINES INC $7130.00%10 00.0% — 不变
NMAX NEWSMAX INC $7100.00%100 00.0% — 不变
SYK STRYKER CORPORATION $6770.00%2 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $6650.00%3 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $6390.00%2 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $6090.00%18 00.0% — 不变
CRM SALESFORCE INC $5590.00%3 00.0% — 不变
EXC EXELON CORP $5570.00%12 00.0% — 不变
VTRS VIATRIS INC $5510.00%37 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $4370.00%5 -1,062-99.5% -$9.28万 减仓
PGR PROGRESSIVE CORP $4080.00%2 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $4010.00%8 8— $401 新建仓
SLVM SYLVAMO CORP $3910.00%9 00.0% — 不变
IVZ INVESCO LTD $3750.00%15 00.0% — 不变
PSI INVESCO EXCHANGE TRADED FD T $3660.00%3 3— $366 新建仓
OGN ORGANON & CO $3520.00%38 00.0% — 不变
LNC LINCOLN NATL CORP IND $3350.00%9 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $3270.00%23 00.0% — 不变
D DOMINION ENERGY INC $3120.00%5 -175-97.2% -$1.09万 减仓
PHIN PHINIA INC $2960.00%4 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $2630.00%2 00.0% — 不变
— MAUI LD & PINEAPPLE INC $2580.00%16 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $2510.00%3 -122-97.6% -$1.02万 减仓