Meredith Wealth Planning
CIK 1956471 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $423.7M
- 持仓
- 74
- 截至
- 2026年6月30日
按 13F 价值排名第 4216（共 9443） · 前 44.6%
投资组合价值同比（季度）：+14.8% 13F不披露现金
- 前十大持仓权重
- 76.62%
- 前二十五大持仓权重
- 92.22%
- 持仓高于 1%
- 16
- 有效持仓数量
- 12.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.04% 估计买入 $18446697 · 卖出 $4103605
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.1% 仍持有
- 新仓位
- 6
- 增加
- 33
- 减少
- 22
- 已结清
- 2
本页内容
行业细分
Technology
2.4%
Communication Services
0.9%
Consumer Discretionary
0.6%
Industrials
0.5%
Retail
0.4%
Healthcare
0.1%
Financials
0.1%
其他/未映射
95.1%
完整投资组合 74 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| AVUV | $73414710 | 17.33% | 588447 | $8020190 | 下跌 ×1 | ||
| AVGV | $52122029 | 12.30% | 613056 | $10670930 | 上涨 ×6 | ||
| DUHP | $49628078 | 11.71% | 1189266 | $5529987 | 下跌 ×1 | ||
| AVDV | $32757261 | 7.73% | 317877 | $1445611 | 上涨 ×1 | ||
| AVGE | $29457745 | 6.95% | 297253 | $4935259 | 上涨 ×6 | ||
| DIHP | $24894803 | 5.88% | 729518 | $1583672 | 上涨 ×6 | ||
| AVES | $18963274 | 4.48% | 289074 | $1820522 | 上涨 ×6 | ||
| DFCF | $15873796 | 3.75% | 376067 | $1063956 | 上涨 ×6 | ||
| AVUS | $14258439 | 3.37% | 111324 | $2028786 | 上涨 ×2 | ||
| MTUM | $13267353 | 3.13% | 38700 | $3985700 | 上涨 ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $12438288 | 2.94% | 228393 | $1755881 | 上涨 ×6 | ||
| DFSD | $8616999 | 2.03% | 180461 | $942220 | 上涨 ×6 | ||
| AVDE | $5766173 | 1.36% | 64643 | $260322 | 下跌 ×1 | ||
| IMTM | $4631997 | 1.09% | 86855 | $479282 | 上涨 ×1 | ||
| DEHP | $4462311 | 1.05% | 104333 | $911058 | 下跌 ×1 | ||
| AAEQ Alpha Architect US Equity 2 ETF | $4306284 | 1.02% | 80965 | $525716 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $3776368 | 0.89% | 18873 | $515410 | 上涨 ×1 | ||
| VOO | $3486505 | 0.82% | 5076 | $368918 | 下跌 ×1 | ||
| SLYV | $3421064 | 0.81% | 31354 | $480931 | 上涨 ×2 | ||
| VTI | $3146338 | 0.74% | 8503 | $35509 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2697607 | 0.64% | 7548 | $583238 | 上涨 ×1 | ||
| DFNM | $2683880 | 0.63% | 55527 | $324967 | 上涨 ×6 | ||
| VBIL Vanguard 0-3 Month Treasury Bill ETF | $2421983 | 0.57% | 32003 | $1783994 | 上涨 ×1 | ||
| DGCB Dimensional Global Credit ETF | $2154289 | 0.51% | 39405 | $-165434 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $2077865 | 0.49% | 7181 | $327252 | 上涨 ×1 | ||
| DUSB | $1918387 | 0.45% | 37778 | $77517 | 上涨 ×2 | ||
| AVIV | $1897307 | 0.45% | 24507 | $522524 | 上涨 ×3 | ||
| DFAT | $1759851 | 0.42% | 25177 | $187666 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $1446657 | 0.34% | 1253 | $1021023 | 下跌 ×1 | ||
| QVAL Alpha Architect U.S. Quantitative Value ETF | $1379785 | 0.33% | 24883 | $84618 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1334564 | 0.31% | 3173 | $138272 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1257042 | 0.30% | 5274 | $186293 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 02072Q275) | $1113204 | 0.26% | 19556 | $156101 | |||
| DFAC | $1080099 | 0.25% | 24348 | $135551 | 上涨 ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1027019 | 0.24% | 1823 | $-116113 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1020204 | 0.24% | 958 | $325893 | 下跌 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1018042 | 0.24% | 11908 | $101079 | 上涨 ×1 | ||
| SMH SMH | $981211 | 0.23% | 1496 | $407645 | |||
| DFAX | $975388 | 0.23% | 26476 | $85559 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $933916 | 0.22% | 2504 | $-10070 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $821348 | 0.19% | 10393 | $-15970 | 下跌 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $798217 | 0.19% | 7929 | $7040 | 上涨 ×2 | ||
| IJS | $754624 | 0.18% | 5521 | $92376 | 下跌 ×2 | ||
| DFSV | $581911 | 0.14% | 15002 | $58069 | 上涨 ×1 | ||
| DFIV | $580805 | 0.14% | 10752 | $13332 | |||
| VWO | $558320 | 0.13% | 9354 | $51988 | 下跌 ×4 | ||
| RIOT Riot Platforms, Inc. - Common Stock | $550256 | 0.13% | 20097 | $246917 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $532541 | 0.13% | 552 | $316346 | |||
| VGT | $498372 | 0.12% | 4170 | $135038 | 上涨 ×4 | ||
| SCHV | $460327 | 0.11% | 13224 | $56995 | |||
| WMT Walmart Inc. - Common Stock | $442416 | 0.10% | 3906 | $-74294 | 下跌 ×3 | ||
| MLPX | $440855 | 0.10% | 5985 | $-1676 | |||
| HUT Hut 8 Corp. - Common Stock | $425184 | 0.10% | 3683 | 上涨 ×1 | |||
| IEMG | $425148 | 0.10% | 5132 | $35064 | 下跌 ×4 | ||
| LLY Eli Lilly and Company Common Stock | $417636 | 0.10% | 348 | $91088 | 下跌 ×2 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $414545 | 0.10% | 209 | $213113 | 上涨 ×1 | ||
| IVV | $401738 | 0.09% | 536 | $94500 | 上涨 ×2 | ||
| AVEM | $399473 | 0.09% | 4140 | $32445 | 下跌 ×1 | ||
| VBR | $351607 | 0.08% | 1447 | $37246 | |||
| GLDM | $333326 | 0.08% | 4197 | $-55694 | |||
| MLPA | $316410 | 0.07% | 5961 | $-4709 | |||
| MCD McDonald's Corporation Common Stock | $313591 | 0.07% | 1160 | $-46584 | 上涨 ×1 | ||
| HBT HBT Financial, Inc. - Common Stock | $306912 | 0.07% | 9594 | $50560 | |||
| XHLF | $305854 | 0.07% | 6081 | 上涨 ×1 | |||
| IBDS | $293647 | 0.07% | 12124 | $2867 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $264431 | 0.06% | 700 | $5676 | 下跌 ×2 | ||
| DE Deere & Company Common Stock | $254130 | 0.06% | 401 | $28599 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 921938700) | $249695 | 0.06% | 3300 | 上涨 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $239053 | 0.06% | 561 | $38400 | |||
| VOE | $236725 | 0.06% | 1198 | $15958 | |||
| BRKB | $233182 | 0.06% | 466 | ||||
| VV | $218727 | 0.05% | 636 | ||||
| VFMO | $210721 | 0.05% | 845 | 上涨 ×1 | |||
| PHYS | $207871 | 0.05% | 6890 | $-36311 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| AVGV | $52122029 | 12.30% | 上涨 ×6 |
| AVGE | $29457745 | 6.95% | 上涨 ×6 |
| DIHP | $24894803 | 5.88% | 上涨 ×6 |
| AVES | $18963274 | 4.48% | 上涨 ×6 |
| DFCF | $15873796 | 3.75% | 上涨 ×6 |
| DFGP | $12438288 | 2.94% | 上涨 ×6 |
| DFSD | $8616999 | 2.03% | 上涨 ×6 |
| DFNM | $2683880 | 0.63% | 上涨 ×6 |
| AVIV | $1897307 | 0.45% | 上涨 ×3 |
| DFAT | $1759851 | 0.42% | 上涨 ×3 |
| QVAL | $1379785 | 0.33% | 上涨 ×3 |
| DFAC | $1080099 | 0.25% | 上涨 ×4 |
| DFAX | $975388 | 0.23% | 上涨 ×4 |
| VGT | $498372 | 0.12% | 上涨 ×4 |
| IBDS | $293647 | 0.07% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| HUT | $425184 | 3683 | 0.10% |
| XHLF | $305854 | 6081 | 0.07% |
| 未知发行人 (CUSIP: 921938700) | $249695 | 3300 | 0.06% |
| BRKB | $233182 | 466 | 0.06% |
| VV | $218727 | 636 | 0.05% |
| VFMO | $210721 | 845 | 0.05% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VTEB | 2026年6月30日 | 34948 | $1743580 | 不再跟踪 |
| AAUS | 2025年12月31日 | 9476 | $511617 | |
| AGS | 2025年3月31日 | 38100 | $439293 | 不再跟踪 |
| IBDQ | 2025年12月31日 | 16583 | $417723 | 不再跟踪 |
| AVGO | 2025年3月31日 | 1279 | $296523 | 117.5% |
| UNH | 2025年6月30日 | 493 | $258004 | 25.8% |
| BRKB | 2026年3月31日 | 512 | $257357 | 不再跟踪 |
| AVIG | 2026年3月31日 | 5802 | $243254 | 不再跟踪 |
| DOCU | 2025年3月31日 | 2565 | $230696 | -23.4% |
| BIL | 2025年6月30日 | 2397 | $219915 | 不再跟踪 |
| VDE | 2026年6月30日 | 1224 | $211801 | 不再跟踪 |
| ETN | 2025年12月31日 | 561 | $209954 | 30.8% |
| JPM | 2025年12月31日 | 648 | $204399 | 10.2% |
| DE | 2025年9月30日 | 400 | $203158 | 31.6% |
| VV | 2026年3月31日 | 636 | $200213 | 不再跟踪 |