13F 机构持仓

Meramec Financial Planners, LLC

SAINT LOUIS MO · SEC CIK 0002100778

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.4%
IWD 6.2%
VTV 5.1%
VOT 5.0%
VUG 4.7%
AAPL 4.7%
VOE 4.3%
SCHX 3.5%
VBR 3.2%
IVV 3.0%

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
IFRA ISHARES TR $6910.00%11 -1-8.3% -$63 减仓
— AMPLIFY ETF TR $6840.00%30 00.0% — 不变
SYK STRYKER CORPORATION $6740.00%2 00.0% — 不变
VTRS VIATRIS INC $6530.00%37 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $6510.00%8 5166.7% $407 加仓
EIX EDISON INTL $6300.00%8 8— $630 新建仓
LAES SEALSQ CORP $6200.00%250 00.0% — 不变
EXC EXELON CORP $5660.00%12 00.0% — 不变
NRG NRG ENERGY INC $5460.00%4 4— $546 新建仓
VPL VANGUARD INTL EQUITY INDEX F $5450.00%5 5— $545 新建仓
CRM SALESFORCE INC $5210.00%3 00.0% — 不变
NXT NEXTPOWER INC $5190.00%5 5— $519 新建仓
OGN ORGANON & CO $5150.00%38 00.0% — 不变
KBE SPDR SERIES TRUST $5130.00%7 6600.0% $440 加仓
PSI INVESCO EXCHANGE TRADED FD T $4950.00%4 133.3% $124 加仓
PPC PILGRIMS PRIDE CORP $4680.00%16 16— $468 新建仓
IVZ INVESCO LTD $4520.00%15 00.0% — 不变
PGR PROGRESSIVE CORP $4320.00%2 00.0% — 不变
SPBO SPDR SERIES TRUST $4280.00%15 15— $428 新建仓
EUFN ISHARES TR $4100.00%10 10— $410 新建仓
KEY KEYCORP $3830.00%17 -290-94.5% -$6,534 减仓
LNC LINCOLN NATL CORP IND $3710.00%9 00.0% — 不变
SRLN SSGA ACTIVE ETF TR $3640.00%9 9— $364 新建仓
EMHC SPDR SERIES TRUST $3500.00%14 14— $350 新建仓
UMC UNITED MICROELECTRONICS CORP $3440.00%18 18— $344 新建仓
SLVM SYLVAMO CORP $3400.00%9 00.0% — 不变
PHIN PHINIA INC $3150.00%4 00.0% — 不变
VSS VANGUARD INTL EQUITY INDEX F $3030.00%2 2— $303 新建仓
— MAUI LD & PINEAPPLE INC $2770.00%16 00.0% — 不变
ACLS AXCELIS TECHNOLOGIES INC $2570.00%2 00.0% — 不变
GOVT ISHARES TR $2480.00%11 -1,317-99.2% -$2.97万 重新持有
WDS WOODSIDE ENERGY GROUP LTD $2400.00%11 00.0% — 不变
HUBS HUBSPOT INC $2240.00%1 00.0% — 不变
SGOL ETFS GOLD TR $1950.00%5 00.0% — 不变
KMI KINDER MORGAN INC DEL $1910.00%6 00.0% — 不变
ILMN ILLUMINA INC $1900.00%1 00.0% — 不变
SPMB SPDR SERIES TRUST $1770.00%8 8— $177 新建仓
RWX SPDR INDEX SHS FDS $1670.00%6 6— $167 新建仓
ACMR ACM RESH INC $1600.00%2 00.0% — 不变
CRH CRH PLC $1030.00%1 1— $103 新建仓
FORM FORMFACTOR INC $990.00%1 00.0% — 不变
EEFT EURONET WORLDWIDE INC $800.00%1 00.0% — 不变
DNN DENISON MINES CORP $790.00%27 00.0% — 不变
ERO ERO COPPER CORP $790.00%3 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $600.00%2 1100.0% $30 重新持有
— OPENDOOR TECHNOLOGIES INC $560.00%173 00.0% — 不变
GFS GLOBALFOUNDRIES INC $540.00%1 00.0% — 不变
COHU COHU INC $480.00%1 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $320.00%173 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $290.00%173 00.0% — 不变
FENI FIDELITY COVINGTON TRUST $00.00%0 -1,319-100.0% -$5.25万 清仓
PAYX PAYCHEX INC $00.00%0 -522-100.0% -$4.86万 清仓
CAR AVIS BUDGET GROUP INC $00.00%0 -50-100.0% -$3.04万 清仓
ENTG ENTEGRIS INC $00.00%0 -119-100.0% -$1.77万 清仓
FIVE FIVE BELOW INC $00.00%0 -61-100.0% -$1.51万 清仓
LOPE GRAND CANYON ED INC $00.00%0 -83-100.0% -$1.45万 清仓
FTEC FIDELITY COVINGTON TRUST $00.00%0 -59-100.0% -$1.42万 清仓
RBA RB GLOBAL INC $00.00%0 -131-100.0% -$1.37万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -25-100.0% -$1.32万 清仓
FBTC FIDELITY WISE ORIGIN BITCOIN $00.00%0 -191-100.0% -$1.27万 清仓
HEI HEICO CORP NEW $00.00%0 -41-100.0% -$1.20万 清仓
PCTY PAYLOCITY HLDG CORP $00.00%0 -114-100.0% -$1.18万 清仓
ENSG ENSIGN GROUP INC $00.00%0 -57-100.0% -$1.13万 清仓
ROL ROLLINS INC $00.00%0 -204-100.0% -$1.12万 清仓
FNCL FIDELITY COVINGTON TRUST $00.00%0 -146-100.0% -$1.10万 清仓
PRVA PRIVIA HEALTH GROUP INC $00.00%0 -439-100.0% -$1.06万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -121-100.0% -$9,504 清仓
PSX PHILLIPS 66 $00.00%0 -58-100.0% -$9,034 清仓
WSO WATSCO INC $00.00%0 -20-100.0% -$8,769 清仓
GKOS GLAUKOS CORP $00.00%0 -68-100.0% -$8,470 清仓
TECH BIO-TECHNE CORP $00.00%0 -136-100.0% -$8,239 清仓
KAI KADANT INC $00.00%0 -24-100.0% -$7,944 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -22-100.0% -$7,878 清仓
CASY CASEYS GEN STORES INC $00.00%0 -10-100.0% -$7,685 清仓
TOST TOAST INC $00.00%0 -254-100.0% -$7,412 清仓
CCL CARNIVAL CORP $00.00%0 -237-100.0% -$6,877 清仓
CGNX COGNEX CORP $00.00%0 -121-100.0% -$6,714 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -46-100.0% -$6,578 清仓
RBC RBC BEARINGS INC $00.00%0 -11-100.0% -$6,566 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -145-100.0% -$6,498 清仓
SSD SIMPSON MFG INC $00.00%0 -35-100.0% -$6,327 清仓
CRL CHARLES RIV LABS INTL INC $00.00%0 -34-100.0% -$6,309 清仓
WK WORKIVA INC $00.00%0 -107-100.0% -$6,091 清仓
WHR WHIRLPOOL CORP $00.00%0 -105-100.0% -$6,012 清仓
FRPT FRESHPET INC $00.00%0 -88-100.0% -$5,995 清仓
— THOMSON REUTERS CORP $00.00%0 -63-100.0% -$5,980 清仓
OPCH OPTION CARE HEALTH INC $00.00%0 -204-100.0% -$5,870 清仓
CSGP COSTAR GROUP INC $00.00%0 -146-100.0% -$5,849 清仓
BOH BANK HAWAII CORP $00.00%0 -72-100.0% -$5,765 清仓
AAON AAON INC $00.00%0 -58-100.0% -$5,679 清仓
GDDY GODADDY INC $00.00%0 -64-100.0% -$5,608 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -91-100.0% -$5,403 清仓
EMN EASTMAN CHEM CO $00.00%0 -72-100.0% -$5,303 清仓
EXPO EXPONENT INC $00.00%0 -77-100.0% -$5,248 清仓
OWL BLUE OWL CAPITAL INC $00.00%0 -529-100.0% -$5,232 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -27-100.0% -$5,175 清仓
DINO HF SINCLAIR CORP $00.00%0 -87-100.0% -$5,037 清仓
FND FLOOR & DECOR HLDGS INC $00.00%0 -83-100.0% -$4,531 清仓
RGEN REPLIGEN CORP $00.00%0 -33-100.0% -$4,356 清仓
ALRM ALARM COM HLDGS INC $00.00%0 -90-100.0% -$4,161 清仓