Meriwether Wealth & Planning, LLC
CIK 2055554 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $201.7M
- Posisi
- 122
- Per tanggal
- 30 Juni 2026
#5.934 dari 8.643 berdasarkan nilai 13F · top 68.7%
Nilai portofolio QoQ: +10.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,06%
- Bobot 25 kepemilikan teratas
- 74,73%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 21,3
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 10,66% Perkiraan pembelian $27.731.305 · penjualan $20.482.841
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 72,2% masih dipegang
- Posisi baru
- 7
- Meningkat
- 53
- Menurun
- 46
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
7,6%
Energy
5,0%
Healthcare
3,6%
Communication Services
3,2%
Industrials
3,2%
Financials
3,0%
Retail
2,5%
Financial Services
2,5%
Consumer Discretionary
1,8%
Utilities
0,8%
Consumer products
0,6%
Consumer Staples
0,3%
Logistics & Transportation
0,2%
Communications
0,2%
Materials
0,1%
Lainnya/Tidak terpetakan
65,4%
Portofolio lengkap 122 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHV | $23.357.649 | 11,58% | 671.004 | $3.348.856 | Naik ×1 | ||
| SCHG | $22.224.657 | 11,02% | 656.757 | $3.524.508 | Naik ×1 | ||
| FBND | $18.327.148 | 9,09% | 402.883 | $280.423 | Naik ×4 | ||
| VXUS Vanguard Total International Stock ETF | $11.614.757 | 5,76% | 135.861 | $4.133.082 | Naik ×1 | ||
| DYNF | $8.319.935 | 4,12% | 122.334 | Naik ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $7.560.172 | 3,75% | 385.428 | $89.227 | Naik ×5 | ||
| SCHA | $7.223.218 | 3,58% | 199.923 | $1.272.607 | Turun ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $7.046.088 | 3,49% | 345.990 | $6.684.642 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $5.309.248 | 2,63% | 38.833 | $-1.272.881 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4.104.391 | 2,03% | 12.539 | $445.629 | Naik ×1 | ||
| SPHY | $3.641.287 | 1,81% | 155.345 | $83.588 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3.330.842 | 1,65% | 9.427 | $574.117 | Turun ×3 | ||
| BRKB | $3.199.494 | 1,59% | 6.394 | $185.326 | Naik ×2 | ||
| SEIM | $3.096.841 | 1,54% | 55.153 | $926.019 | Naik ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.909.416 | 1,44% | 12.207 | $456.204 | Naik ×2 | ||
| IDMO | $2.781.781 | 1,38% | 46.140 | $626.734 | Naik ×4 | ||
| AMAT Applied Materials, Inc. - Common Stock | $2.355.534 | 1,17% | 3.258 | $1.114.836 | Turun ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2.166.873 | 1,07% | 5.809 | $80.965 | Naik ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $2.114.891 | 1,05% | 1.986 | $707.889 | |||
| AAPL Apple Inc. - Common Stock | $2.055.903 | 1,02% | 7.105 | $339.775 | Naik ×2 | ||
| VEA | $1.909.856 | 0,95% | 26.805 | $400.388 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.706.368 | 0,85% | 8.528 | $246.117 | Naik ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1.684.903 | 0,84% | 9.453 | $194.450 | Naik ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1.460.634 | 0,72% | 15.830 | $-9.777 | Naik ×1 | ||
| GD General Dynamics Corporation Common Stock | $1.219.648 | 0,60% | 3.443 | $47.552 | Naik ×1 | ||
| V Visa Inc. | $1.170.623 | 0,58% | 3.412 | $123.059 | Turun ×1 | ||
| COP ConocoPhillips Common Stock | $1.167.471 | 0,58% | 11.230 | $-306.837 | Naik ×3 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $1.159.772 | 0,57% | 8.020 | $203.733 | Turun ×5 | ||
| BFST Business First Bancshares, Inc. - Common Stock | $1.142.726 | 0,57% | 37.186 | $126.482 | Turun ×1 | ||
| SMH SMH | $1.133.378 | 0,56% | 1.728 | $654.128 | Naik ×3 | ||
| XLE XLE | $1.070.007 | 0,53% | 20.147 | $-197.034 | Turun ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $1.069.752 | 0,53% | 7.069 | $18.984 | Naik ×4 | ||
| ELV Elevance Health, Inc. Common Stock | $1.036.050 | 0,51% | 2.679 | $198.199 | Turun ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1.033.039 | 0,51% | 2.601 | $99.298 | Turun ×3 | ||
| WMT Walmart Inc. - Common Stock | $1.025.796 | 0,51% | 9.057 | $216.733 | Naik ×4 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $1.014.013 | 0,50% | 41.304 | $-224.623 | Turun ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $993.243 | 0,49% | 16.521 | $82.635 | Naik ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $986.693 | 0,49% | 4.475 | $-73.023 | Turun ×2 | ||
| ET Energy Transfer LP Common Units | $975.330 | 0,48% | 51.011 | $2.880 | Naik ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $973.494 | 0,48% | 12.444 | $121.984 | Naik ×3 | ||
| DE Deere & Company Common Stock | $966.085 | 0,48% | 1.523 | $106.489 | Turun ×2 | ||
| NVS Novartis AG Common Stock | $961.320 | 0,48% | 6.134 | $33.669 | Naik ×1 | ||
| KLAC KLA Corporation - Common Stock | $900.001 | 0,45% | 2.983 | $461.223 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $873.798 | 0,43% | 757 | $610.958 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $867.429 | 0,43% | 5.919 | $-68.043 | Turun ×1 | ||
| CVX Chevron Corporation Common Stock | $839.906 | 0,42% | 5.067 | $-212.387 | Turun ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $835.959 | 0,41% | 22.741 | $-24.560 | |||
| OMC Omnicom Group Inc. Common Stock | $815.186 | 0,40% | 11.193 | $-22.261 | Naik ×6 | ||
| Penerbit tidak dikenal (CUSIP: 81589A874) | $804.097 | 0,40% | 31.945 | Naik ×1 | |||
| RSP | $797.888 | 0,40% | 3.750 | $78.188 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $743.977 | 0,37% | 8.586 | $68.602 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $720.909 | 0,36% | 1.241 | $457.467 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $712.953 | 0,35% | 1.995 | $124.605 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $669.553 | 0,33% | 1.402 | $186.960 | Turun ×4 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $656.625 | 0,33% | 29.385 | $-571 | |||
| MCK McKesson Corporation Common Stock | $631.682 | 0,31% | 836 | $-90.028 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $615.758 | 0,31% | 1.464 | $103.115 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $613.498 | 0,30% | 2.438 | $76.950 | Turun ×5 | ||
| SCHD | $603.790 | 0,30% | 19.041 | $23.631 | Naik ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $579.361 | 0,29% | 25.239 | $-5.553 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $557.640 | 0,28% | 6.747 | $31.267 | Naik ×3 | ||
| LLY Eli Lilly and Company Common Stock | $509.758 | 0,25% | 425 | $111.498 | Turun ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $497.867 | 0,25% | 1.501 | $-28.910 | Turun ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $493.917 | 0,24% | 4.012 | Naik ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $491.135 | 0,24% | 1.235 | $-79.110 | Turun ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $484.044 | 0,24% | 22.260 | $1.336 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $455.480 | 0,23% | 3.904 | $-87.804 | Naik ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $448.731 | 0,22% | 3.606 | $54.927 | Naik ×1 | ||
| ESUM | $446.628 | 0,22% | 14.579 | $60.656 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $440.174 | 0,22% | 2.320 | $-10.633 | Turun ×5 | ||
| SPYD | $439.934 | 0,22% | 9.221 | $22.607 | Naik ×1 | ||
| TYL Tyler Technologies, Inc. Common Stock | $438.690 | 0,22% | 1.500 | $-74.880 | |||
| JXN Jackson Financial Inc. Class A Common Stock | $414.680 | 0,21% | 4.050 | $-13.486 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $413.622 | 0,21% | 825 | $5.652 | Turun ×1 | ||
| SCHM | $406.012 | 0,20% | 11.012 | $131.335 | Naik ×6 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $401.551 | 0,20% | 20.566 | $-6.490.215 | Turun ×1 | ||
| ENB Enbridge Inc Common Stock | $395.516 | 0,20% | 7.296 | $-3.279 | Turun ×5 | ||
| SEIV | $392.016 | 0,19% | 8.167 | $52.595 | |||
| AMRZ Amrize Ltd Ordinary Shares | $389.410 | 0,19% | 7.306 | $-61.103 | Turun ×1 | ||
| AMGN Amgen Inc. - Common Stock | $371.535 | 0,18% | 1.026 | $6.667 | Turun ×5 | ||
| VXF | $371.038 | 0,18% | 1.507 | $62.338 | Naik ×2 | ||
| VUG | $368.421 | 0,18% | 4.277 | $63.542 | Naik ×3 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $357.903 | 0,18% | 19.268 | $-2.952 | Turun ×1 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $344.366 | 0,17% | 1.451 | $7.305 | Naik ×1 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $339.741 | 0,17% | 20.411 | $-2.649 | Turun ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $337.958 | 0,17% | 2.496 | $-93.282 | Turun ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $326.473 | 0,16% | 4.131 | $-991 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $323.892 | 0,16% | 575 | $-2.794 | Naik ×6 | ||
| FDX FedEx Corporation Common Stock | $311.877 | 0,15% | 996 | $-43.591 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $307.275 | 0,15% | 2.616 | $101.041 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $304.844 | 0,15% | 807 | $47.022 | Turun ×1 | ||
| VOE | $299.166 | 0,15% | 1.514 | $40.253 | Naik ×2 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $286.704 | 0,14% | 2.265 | $-67.358 | Turun ×5 | ||
| F Ford Motor Company Common Stock | $283.630 | 0,14% | 20.405 | $72.009 | Naik ×5 | ||
| GLD | $271.864 | 0,13% | 738 | $-45.690 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $268.697 | 0,13% | 902 | Naik ×1 | |||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $267.823 | 0,13% | 12.675 | $1.204 | |||
| SELV | $264.708 | 0,13% | 8.100 | $2.769 | |||
| MA Mastercard Incorporated Common Stock | $262.450 | 0,13% | 511 | $-20.358 | Turun ×5 | ||
| WDS Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share | $260.318 | 0,13% | 13.474 | $-35.101 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| FBND | $18.327.148 | 9,09% | naik ×4 |
| BSCR | $7.560.172 | 3,75% | naik ×5 |
| SPHY | $3.641.287 | 1,81% | naik ×6 |
| SEIM | $3.096.841 | 1,54% | naik ×4 |
| IDMO | $2.781.781 | 1,38% | naik ×4 |
| COP | $1.167.471 | 0,58% | naik ×3 |
| SMH | $1.133.378 | 0,56% | naik ×3 |
| BDX | $1.069.752 | 0,53% | naik ×4 |
| WMT | $1.025.796 | 0,51% | naik ×4 |
| MDT | $973.494 | 0,48% | naik ×3 |
| OMC | $815.186 | 0,40% | naik ×6 |
| VCIT | $557.640 | 0,28% | naik ×3 |
| SCHM | $406.012 | 0,20% | naik ×6 |
| VUG | $368.421 | 0,18% | naik ×3 |
| META | $323.892 | 0,16% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VXUS | Beli lebih banyak | +39K | +$4.1M |
| SCHG | Beli lebih banyak | +15K | +$3.5M |
| SCHV | Beli lebih banyak | +15K | +$3.3M |
| XOM | Beli lebih banyak | +37 | -$1.3M |
| SCHA | Dipangkas | -5K | +$1.3M |
| AMAT | Dipangkas | -372 | +$1.1M |
| SEIM | Beli lebih banyak | +7K | +$926K |
| CAT | Hanya pergerakan harga | +0 | +$708K |
| SMH | Beli lebih banyak | +478 | +$654K |
| IDMO | Beli lebih banyak | +7K | +$627K |
3 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| BOND | 31 Maret 2025 | 114.000 | $10.307.880 | -1,8% |
| DFAS | 31 Des. 2025 | 79.255 | $5.425.797 | Tidak lagi dilacak |
| SEIQ | 30 Juni 2026 | 128.484 | $4.678.102 | Tidak lagi dilacak |
| ULXXXX | 31 Des. 2025 | 17.360 | $1.029.101 | Tidak lagi dilacak |
| OACP | 31 Maret 2026 | 43.820 | $1.009.394 | Tidak lagi dilacak |
| KMX | 31 Maret 2026 | 22.295 | $861.479 | 41,9% |
| SNY | 30 Juni 2026 | 17.376 | $837.176 | 7,7% |
| OALC | 31 Maret 2026 | 17.386 | $616.334 | Tidak lagi dilacak |
| KRE | 31 Maret 2025 | 8.218 | $495.956 | Tidak lagi dilacak |
| EBAY | 31 Maret 2026 | 5.513 | $480.182 | 14,5% |
| FDN | 30 Juni 2025 | 1.751 | $388.985 | Tidak lagi dilacak |
| BSJP | 31 Des. 2025 | 16.061 | $370.367 | Tidak lagi dilacak |
| VOT | 31 Des. 2025 | 1.231 | $361.655 | Tidak lagi dilacak |
| SBUX | 30 Juni 2026 | 3.122 | $279.700 | 5,4% |
| PGR | 31 Des. 2025 | 1.080 | $266.706 | -6,2% |
| IQV | 30 Sep. 2025 | 1.664 | $262.230 | 30,1% |
| VYM | 30 Juni 2026 | 1.766 | $261.545 | Tidak lagi dilacak |
| CHKP | 30 Juni 2025 | 1.141 | $260.057 | -41,4% |
| AMT | 30 Juni 2025 | 1.192 | $259.379 | -21,0% |
| MINT | 31 Maret 2026 | 2.585 | $259.379 | Tidak lagi dilacak |
| FLTR | 31 Maret 2026 | 10.074 | $256.686 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 490 | $256.638 | 26,6% |
| BSCP | 31 Des. 2025 | 12.258 | $253.618 | Tidak lagi dilacak |
| FLRN | 31 Maret 2026 | 8.242 | $253.277 | Tidak lagi dilacak |
| BND | 30 Juni 2026 | 3.400 | $250.376 | |
| BABA | 30 Juni 2026 | 1.993 | $250.042 | 33,3% |
| VST | 31 Des. 2025 | 1.258 | $246.467 | -14,2% |
| KO | 30 Sep. 2025 | 3.481 | $246.281 | 35,6% |
| ADBE | 30 Sep. 2025 | 630 | $243.734 | -23,2% |
| LAMR | 30 Juni 2026 | 1.893 | $239.767 | -2,7% |
| EIX | 31 Maret 2025 | 2.999 | $239.440 | 26,1% |
| NUHY | 30 Juni 2025 | 11.236 | $237.978 | Tidak lagi dilacak |
| ADSK | 31 Des. 2025 | 736 | $233.805 | -14,6% |
| COF | 31 Maret 2026 | 963 | $233.393 | 22,9% |
| UPS | 30 Sep. 2025 | 2.278 | $229.941 | 24,4% |
| VEEV | 31 Des. 2025 | 767 | $228.497 | 11,7% |
| NEE | 30 Juni 2026 | 2.459 | $228.392 | -1,5% |
| VZ | 30 Juni 2025 | 4.985 | $226.120 | 14,2% |
| CVMC | 30 Juni 2025 | 3.969 | $225.131 | Tidak lagi dilacak |
| KMB | 31 Des. 2025 | 1.720 | $213.865 | 8,2% |
| IQV | 30 Juni 2026 | 1.239 | $211.299 | 27,8% |
| PFE | 30 Sep. 2025 | 8.615 | $208.828 | 10,9% |
| GSK | 30 Juni 2025 | 5.384 | $208.576 | 36,3% |
| AEP | 31 Maret 2025 | 2.241 | $206.687 | 15,9% |
| CRM | 30 Juni 2026 | 1.106 | $206.457 | 28,8% |
| NRG | 30 Juni 2026 | 1.408 | $205.765 | -20,2% |
| ADSK | 31 Maret 2025 | 693 | $204.830 | -3,4% |
| QCOM | 31 Maret 2026 | 1.197 | $204.747 | 25,6% |
| GPC | 31 Des. 2025 | 1.477 | $204.712 | 9,5% |
| COR | 31 Des. 2025 | 653 | $204.082 | -6,4% |
| FPI | 31 Des. 2025 | 10.130 | $110.214 | 2,8% |
| ZNTL | 31 Maret 2025 | 21.640 | $65.569 | 135,8% |