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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $1,819.26万 | 7.22% | 38,322 | 2,629 | 7.4% | $124.81万 | 加仓 |
| IWD | ISHARES TR | $1,374.54万 | 5.45% | 60,475 | 3,590 | 6.3% | $81.60万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,338.59万 | 5.31% | 46,851 | -1,695 | -3.5% | -$48.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,241.58万 | 4.92% | 60,787 | -145 | -0.2% | -$2.96万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,222.14万 | 4.85% | 24,811 | 243 | 1.0% | $11.97万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,112.60万 | 4.41% | 57,606 | -2,886 | -4.8% | -$55.74万 | 减仓 |
| AAPL | APPLE INC | $1,022.64万 | 4.06% | 37,453 | -344 | -0.9% | -$9.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $934.98万 | 3.71% | 334,399 | 4,360 | 1.3% | $12.19万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $808.75万 | 3.21% | 34,669 | -1,656 | -4.6% | -$38.63万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $728.52万 | 2.89% | 21,547 | -1,063 | -4.7% | -$35.94万 | 减仓 |
| IVV | ISHARES TR | $718.38万 | 2.85% | 10,088 | -640 | -6.0% | -$45.57万 | 减仓 |
| IEFA | ISHARES TR | $616.67万 | 2.45% | 63,548 | -4,411 | -6.5% | -$42.80万 | 减仓 |
| VO | VANGUARD INDEX FDS | $573.90万 | 2.28% | 18,607 | -665 | -3.5% | -$20.51万 | 减仓 |
| DEM | WISDOMTREE TR | $555.20万 | 2.20% | 106,014 | -13,014 | -10.9% | -$68.15万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $506.52万 | 2.01% | 99,376 | 1,926 | 2.0% | $9.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $502.38万 | 1.99% | 17,555 | -2,092 | -10.6% | -$59.87万 | 减仓 |
| EFG | ISHARES TR | $483.22万 | 1.92% | 39,699 | -1,329 | -3.2% | -$16.18万 | 减仓 |
| EFV | ISHARES TR | $417.65万 | 1.66% | 53,313 | -2,093 | -3.8% | -$16.40万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $408.70万 | 1.62% | 125,599 | 4,033 | 3.3% | $13.12万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $384.29万 | 1.52% | 118,536 | -5,809 | -4.7% | -$18.83万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $318.35万 | 1.26% | 93,826 | -3,532 | -3.6% | -$11.98万 | 减仓 |
| SF | STIFEL FINL CORP | $306.49万 | 1.22% | 37,533 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $301.84万 | 1.20% | 38,927 | -2,840 | -6.8% | -$22.02万 | 减仓 |
| VV | VANGUARD INDEX FDS | $276.00万 | 1.09% | 8,473 | -710 | -7.7% | -$23.13万 | 减仓 |
| IWN | ISHARES TR | $274.95万 | 1.09% | 13,245 | -308 | -2.3% | -$6.39万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $267.53万 | 1.06% | 3,775 | -1,084 | -22.3% | -$76.82万 | 减仓 |
| IWB | ISHARES TR | $217.33万 | 0.86% | 5,594 | -996 | -15.1% | -$38.70万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $203.43万 | 0.81% | 76,020 | 2,338 | 3.2% | $6.26万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $181.94万 | 0.72% | 30,009 | -4,089 | -12.0% | -$24.79万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $178.48万 | 0.71% | 49,868 | -6,751 | -11.9% | -$24.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $163.48万 | 0.65% | 3,910 | 16 | 0.4% | $6,690 | 加仓 |
| IWO | ISHARES TR | $160.05万 | 0.63% | 4,462 | -873 | -16.4% | -$31.31万 | 减仓 |
| TJX | TJX COS INC NEW | $154.13万 | 0.61% | 9,652 | -19 | -0.2% | -$3,034 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $147.54万 | 0.59% | 45,978 | 2,723 | 6.3% | $8.74万 | 加仓 |
| RBLX | ROBLOX CORP | $131.93万 | 0.52% | 21,337 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $127.65万 | 0.51% | 15,090 | -1,708 | -10.2% | -$14.45万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $117.91万 | 0.47% | 5,111 | -14 | -0.3% | -$3,230 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $112.62万 | 0.45% | 11,606 | 180 | 1.6% | $1.75万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $106.98万 | 0.42% | 14,455 | 858 | 6.3% | $6.35万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $102.05万 | 0.40% | 18,530 | 116 | 0.6% | $6,388 | 加仓 |
| AMZN | AMAZON COM INC | $101.82万 | 0.40% | 4,101 | -243 | -5.6% | -$6.03万 | 减仓 |
| ICF | ISHARES TR | $90.94万 | 0.36% | 13,419 | -959 | -6.7% | -$6.50万 | 减仓 |
| ICSH | ISHARES TR | $89.41万 | 0.35% | 17,673 | 685 | 4.0% | $3.47万 | 加仓 |
| — | EXXON MOBIL CORP | $84.90万 | 0.34% | 5,749 | -958 | -14.3% | -$14.15万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.52万 | 0.33% | 1,748 | 4 | 0.2% | $1,888 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $82.38万 | 0.33% | 15,511 | -4,791 | -23.6% | -$25.44万 | 减仓 |
| IVW | ISHARES TR | $81.27万 | 0.32% | 6,364 | 38 | 0.6% | $4,853 | 加仓 |
| NVDA | NVIDIA CORPORATION | $78.12万 | 0.31% | 3,866 | -20 | -0.5% | -$4,041 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $74.65万 | 0.30% | 2,355 | -1,276 | -35.1% | -$40.45万 | 减仓 |
| ORCL | ORACLE CORP | $73.98万 | 0.29% | 4,166 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $72.30万 | 0.29% | 3,549 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $69.33万 | 0.27% | 2,500 | -898 | -26.4% | -$24.90万 | 减仓 |
| WMT | WALMART INC | $69.15万 | 0.27% | 5,406 | -1,685 | -23.8% | -$21.55万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $65.79万 | 0.26% | 4,553 | -691 | -13.2% | -$9.98万 | 减仓 |
| GOOG | ALPHABET INC | $62.52万 | 0.25% | 1,864 | -13 | -0.7% | -$4,360 | 减仓 |
| EFA | ISHARES TR | $60.70万 | 0.24% | 5,841 | -28 | -0.5% | -$2,910 | 减仓 |
| IJT | ISHARES TR | $54.83万 | 0.22% | 3,420 | -916 | -21.1% | -$14.69万 | 减仓 |
| MRK | MERCK & CO INC | $53.48万 | 0.21% | 4,567 | -870 | -16.0% | -$10.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $51.43万 | 0.20% | 1,469 | -23 | -1.5% | -$8,052 | 减仓 |
| CI | THE CIGNA GROUP | $51.39万 | 0.20% | 1,836 | 9 | 0.5% | $2,519 | 加仓 |
| GOOGL | ALPHABET INC | $48.22万 | 0.19% | 1,429 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $48.09万 | 0.19% | 6,936 | -1,851 | -21.1% | -$12.83万 | 减仓 |
| IVE | ISHARES TR | $47.34万 | 0.19% | 2,141 | 2 | 0.1% | $442 | 加仓 |
| HD | HOME DEPOT INC | $46.94万 | 0.19% | 1,337 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $46.48万 | 0.18% | 2,950 | 8 | 0.3% | $1,260 | 加仓 |
| RTX | RTX CORPORATION | $45.85万 | 0.18% | 2,342 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $42.80万 | 0.17% | 3,143 | -449 | -12.5% | -$6.11万 | 减仓 |
| IWR | ISHARES TR | $41.31万 | 0.16% | 3,948 | -1,279 | -24.5% | -$13.38万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $40.64万 | 0.16% | 1,788 | -37 | -2.0% | -$8,410 | 减仓 |
| IJK | ISHARES TR | $40.00万 | 0.16% | 3,622 | -291 | -7.4% | -$3.21万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $39.87万 | 0.16% | 2,580 | 4 | 0.2% | $618 | 加仓 |
| IWS | ISHARES TR | $39.16万 | 0.16% | 2,501 | -1,157 | -31.6% | -$18.12万 | 减仓 |
| META | META PLATFORMS INC | $37.59万 | 0.15% | 560 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $36.54万 | 0.14% | 1,449 | 0 | 0.0% | — | 不变 |
| BKDV | BNY MELLON ETF TRUST II | $36.54万 | 0.14% | 11,680 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $36.15万 | 0.14% | 4,790 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $35.58万 | 0.14% | 6,418 | 13 | 0.2% | $721 | 加仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $35.30万 | 0.14% | 6,036 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $35.03万 | 0.14% | 1,837 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $34.86万 | 0.14% | 2,220 | 8 | 0.4% | $1,256 | 加仓 |
| C | CITIGROUP INC | $33.44万 | 0.13% | 2,513 | -9 | -0.4% | -$1,197 | 减仓 |
| CAT | CATERPILLAR INC | $33.37万 | 0.13% | 418 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $33.20万 | 0.13% | 2,587 | -77 | -2.9% | -$9,881 | 减仓 |
| AEE | AMEREN CORP | $33.01万 | 0.13% | 2,967 | -322 | -9.8% | -$3.58万 | 减仓 |
| SDY | SPDR SERIES TRUST | $32.85万 | 0.13% | 2,203 | 6 | 0.3% | $895 | 加仓 |
| EMR | EMERSON ELEC CO | $32.77万 | 0.13% | 2,233 | -18 | -0.8% | -$2,642 | 减仓 |
| CSCO | CISCO SYS INC | $32.48万 | 0.13% | 3,703 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.15万 | 0.13% | 3,349 | 18 | 0.5% | $1,728 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.67万 | 0.13% | 2,042 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.33万 | 0.12% | 2,222 | -16 | -0.7% | -$2,256 | 减仓 |
| BAC | BANK AMERICA CORP | $30.77万 | 0.12% | 5,703 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $29.67万 | 0.12% | 6,015 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $29.63万 | 0.12% | 4,502 | -2,260 | -33.4% | -$14.87万 | 减仓 |
| IWP | ISHARES TR | $29.58万 | 0.12% | 2,136 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.57万 | 0.12% | 5,019 | -2 | -0.0% | -$118 | 减仓 |
| ALL | ALLSTATE CORP | $29.54万 | 0.12% | 1,373 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.14万 | 0.11% | 3,058 | -800 | -20.7% | -$7.36万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $27.95万 | 0.11% | 5,351 | 23 | 0.4% | $1,201 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.54万 | 0.11% | 1,503 | 6 | 0.4% | $1,100 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $27.13万 | 0.11% | 5,424 | 0 | 0.0% | — | 不变 |