Meriwether Wealth & Planning, LLC
CIK 2055554 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $201.7M
- 持仓
- 122
- 截至
- 2026年6月30日
按 13F 价值排名第 6437（共 9443） · 前 68.2%
投资组合价值同比（季度）：+10.5% 13F不披露现金
- 前十大持仓权重
- 57.06%
- 前二十五大持仓权重
- 74.73%
- 持仓高于 1%
- 20
- 有效持仓数量
- 21.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 10.66% 估计买入 $27731305 · 卖出 $20482841
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 72.2% 仍持有
- 新仓位
- 7
- 增加
- 53
- 减少
- 46
- 已结清
- 11
本页内容
行业细分
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%
其他/未映射
65.4%
完整投资组合 122 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHV | $23357649 | 11.58% | 671004 | $3348856 | 上涨 ×1 | ||
| SCHG | $22224657 | 11.02% | 656757 | $3524508 | 上涨 ×1 | ||
| FBND | $18327148 | 9.09% | 402883 | $280423 | 上涨 ×4 | ||
| VXUS Vanguard Total International Stock ETF | $11614757 | 5.76% | 135861 | $4133082 | 上涨 ×1 | ||
| DYNF | $8319935 | 4.12% | 122334 | 上涨 ×1 | |||
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | $7560172 | 3.75% | 385428 | $89227 | 上涨 ×5 | ||
| SCHA | $7223218 | 3.58% | 199923 | $1272607 | 下跌 ×1 | ||
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | $7046088 | 3.49% | 345990 | $6684642 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $5309248 | 2.63% | 38833 | $-1272881 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4104391 | 2.03% | 12539 | $445629 | 上涨 ×1 | ||
| SPHY | $3641287 | 1.81% | 155345 | $83588 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3330842 | 1.65% | 9427 | $574117 | 下跌 ×3 | ||
| BRKB | $3199494 | 1.59% | 6394 | $185326 | 上涨 ×2 | ||
| SEIM | $3096841 | 1.54% | 55153 | $926019 | 上涨 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2909416 | 1.44% | 12207 | $456204 | 上涨 ×2 | ||
| IDMO | $2781781 | 1.38% | 46140 | $626734 | 上涨 ×4 | ||
| AMAT Applied Materials, Inc. - Common Stock | $2355534 | 1.17% | 3258 | $1114836 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2166873 | 1.07% | 5809 | $80965 | 上涨 ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $2114891 | 1.05% | 1986 | $707889 | |||
| AAPL Apple Inc. - Common Stock | $2055903 | 1.02% | 7105 | $339775 | 上涨 ×2 | ||
| VEA | $1909856 | 0.95% | 26805 | $400388 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1706368 | 0.85% | 8528 | $246117 | 上涨 ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $1684903 | 0.84% | 9453 | $194450 | 上涨 ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $1460634 | 0.72% | 15830 | $-9777 | 上涨 ×1 | ||
| GD General Dynamics Corporation Common Stock | $1219648 | 0.60% | 3443 | $47552 | 上涨 ×1 | ||
| V Visa Inc. | $1170623 | 0.58% | 3412 | $123059 | 下跌 ×1 | ||
| COP ConocoPhillips Common Stock | $1167471 | 0.58% | 11230 | $-306837 | 上涨 ×3 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $1159772 | 0.57% | 8020 | $203733 | 下跌 ×5 | ||
| BFST Business First Bancshares, Inc. - Common Stock | $1142726 | 0.57% | 37186 | $126482 | 下跌 ×1 | ||
| SMH SMH | $1133378 | 0.56% | 1728 | $654128 | 上涨 ×3 | ||
| XLE XLE | $1070007 | 0.53% | 20147 | $-197034 | 下跌 ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $1069752 | 0.53% | 7069 | $18984 | 上涨 ×4 | ||
| ELV Elevance Health, Inc. Common Stock | $1036050 | 0.51% | 2679 | $198199 | 下跌 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1033039 | 0.51% | 2601 | $99298 | 下跌 ×3 | ||
| WMT Walmart Inc. - Common Stock | $1025796 | 0.51% | 9057 | $216733 | 上涨 ×4 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $1014013 | 0.50% | 41304 | $-224623 | 下跌 ×1 | ||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $993243 | 0.49% | 16521 | $82635 | 上涨 ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $986693 | 0.49% | 4475 | $-73023 | 下跌 ×2 | ||
| ET Energy Transfer LP Common Units | $975330 | 0.48% | 51011 | $2880 | 上涨 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $973494 | 0.48% | 12444 | $121984 | 上涨 ×3 | ||
| DE Deere & Company Common Stock | $966085 | 0.48% | 1523 | $106489 | 下跌 ×2 | ||
| NVS Novartis AG Common Stock | $961320 | 0.48% | 6134 | $33669 | 上涨 ×1 | ||
| KLAC KLA Corporation - Common Stock | $900001 | 0.45% | 2983 | $461223 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $873798 | 0.43% | 757 | $610958 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $867429 | 0.43% | 5919 | $-68043 | 下跌 ×1 | ||
| CVX Chevron Corporation Common Stock | $839906 | 0.42% | 5067 | $-212387 | 下跌 ×1 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $835959 | 0.41% | 22741 | $-24560 | |||
| OMC Omnicom Group Inc. Common Stock | $815186 | 0.40% | 11193 | $-22261 | 上涨 ×6 | ||
| 未知发行人 (CUSIP: 81589A874) | $804097 | 0.40% | 31945 | 上涨 ×1 | |||
| RSP | $797888 | 0.40% | 3750 | $78188 | |||
| CP Canadian Pacific Kansas City Limited Common Shares | $743977 | 0.37% | 8586 | $68602 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $720909 | 0.36% | 1241 | $457467 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $712953 | 0.35% | 1995 | $124605 | 下跌 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $669553 | 0.33% | 1402 | $186960 | 下跌 ×4 | ||
| BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF | $656625 | 0.33% | 29385 | $-571 | |||
| MCK McKesson Corporation Common Stock | $631682 | 0.31% | 836 | $-90028 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $615758 | 0.31% | 1464 | $103115 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $613498 | 0.30% | 2438 | $76950 | 下跌 ×5 | ||
| SCHD | $603790 | 0.30% | 19041 | $23631 | 上涨 ×1 | ||
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | $579361 | 0.29% | 25239 | $-5553 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $557640 | 0.28% | 6747 | $31267 | 上涨 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $509758 | 0.25% | 425 | $111498 | 下跌 ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $497867 | 0.25% | 1501 | $-28910 | 下跌 ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $493917 | 0.24% | 4012 | 上涨 ×1 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $491135 | 0.24% | 1235 | $-79110 | 下跌 ×1 | ||
| BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF | $484044 | 0.24% | 22260 | $1336 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $455480 | 0.23% | 3904 | $-87804 | 上涨 ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $448731 | 0.22% | 3606 | $54927 | 上涨 ×1 | ||
| ESUM | $446628 | 0.22% | 14579 | $60656 | 下跌 ×1 | ||
| RTX RTX Corporation Common Stock | $440174 | 0.22% | 2320 | $-10633 | 下跌 ×5 | ||
| SPYD | $439934 | 0.22% | 9221 | $22607 | 上涨 ×1 | ||
| TYL Tyler Technologies, Inc. Common Stock | $438690 | 0.22% | 1500 | $-74880 | |||
| JXN Jackson Financial Inc. Class A Common Stock | $414680 | 0.21% | 4050 | $-13486 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $413622 | 0.21% | 825 | $5652 | 下跌 ×1 | ||
| SCHM | $406012 | 0.20% | 11012 | $131335 | 上涨 ×6 | ||
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | $401551 | 0.20% | 20566 | $-6490215 | 下跌 ×1 | ||
| ENB Enbridge Inc Common Stock | $395516 | 0.20% | 7296 | $-3279 | 下跌 ×5 | ||
| SEIV | $392016 | 0.19% | 8167 | $52595 | |||
| AMRZ Amrize Ltd Ordinary Shares | $389410 | 0.19% | 7306 | $-61103 | 下跌 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $371535 | 0.18% | 1026 | $6667 | 下跌 ×5 | ||
| VXF | $371038 | 0.18% | 1507 | $62338 | 上涨 ×2 | ||
| VUG | $368421 | 0.18% | 4277 | $63542 | 上涨 ×3 | ||
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | $357903 | 0.18% | 19268 | $-2952 | 下跌 ×1 | ||
| FERG Ferguson Enterprises Inc. Common Stock | $344366 | 0.17% | 1451 | $7305 | 上涨 ×1 | ||
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | $339741 | 0.17% | 20411 | $-2649 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $337958 | 0.17% | 2496 | $-93282 | 下跌 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $326473 | 0.16% | 4131 | $-991 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $323892 | 0.16% | 575 | $-2794 | 上涨 ×6 | ||
| FDX FedEx Corporation Common Stock | $311877 | 0.15% | 996 | $-43591 | 下跌 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $307275 | 0.15% | 2616 | $101041 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $304844 | 0.15% | 807 | $47022 | 下跌 ×1 | ||
| VOE | $299166 | 0.15% | 1514 | $40253 | 上涨 ×2 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $286704 | 0.14% | 2265 | $-67358 | 下跌 ×5 | ||
| F Ford Motor Company Common Stock | $283630 | 0.14% | 20405 | $72009 | 上涨 ×5 | ||
| GLD | $271864 | 0.13% | 738 | $-45690 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $268697 | 0.13% | 902 | 上涨 ×1 | |||
| BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | $267823 | 0.13% | 12675 | $1204 | |||
| SELV | $264708 | 0.13% | 8100 | $2769 | |||
| MA Mastercard Incorporated Common Stock | $262450 | 0.13% | 511 | $-20358 | 下跌 ×5 | ||
| WDS Woodside Energy Group Limited American Depositary Shares, each representing one Ordinary Share | $260318 | 0.13% | 13474 | $-35101 | 上涨 ×2 | ||
| 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 |
|---|---|---|---|
| FBND | $18327148 | 9.09% | 上涨 ×4 |
| BSCR | $7560172 | 3.75% | 上涨 ×5 |
| SPHY | $3641287 | 1.81% | 上涨 ×6 |
| SEIM | $3096841 | 1.54% | 上涨 ×4 |
| IDMO | $2781781 | 1.38% | 上涨 ×4 |
| COP | $1167471 | 0.58% | 上涨 ×3 |
| SMH | $1133378 | 0.56% | 上涨 ×3 |
| BDX | $1069752 | 0.53% | 上涨 ×4 |
| WMT | $1025796 | 0.51% | 上涨 ×4 |
| MDT | $973494 | 0.48% | 上涨 ×3 |
| OMC | $815186 | 0.40% | 上涨 ×6 |
| VCIT | $557640 | 0.28% | 上涨 ×3 |
| SCHM | $406012 | 0.20% | 上涨 ×6 |
| VUG | $368421 | 0.18% | 上涨 ×3 |
| META | $323892 | 0.16% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VXUS | 增持 | +39K | +$4.1M |
| SCHG | 增持 | +15K | +$3.5M |
| SCHV | 增持 | +15K | +$3.3M |
| XOM | 增持 | +37 | -$1.3M |
| SCHA | 削减 | -5K | +$1.3M |
| AMAT | 削减 | -372 | +$1.1M |
| SEIM | 增持 | +7K | +$926K |
| CAT | 仅价格变动 | +0 | +$708K |
| SMH | 增持 | +478 | +$654K |
| IDMO | 增持 | +7K | +$627K |
3 个持仓已隐藏（数据完整性检查）
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 |
|---|---|---|---|---|
| BOND | 2025年3月31日 | 114000 | $10307880 | -2.0% |
| DFAS | 2025年12月31日 | 79255 | $5425797 | 不再跟踪 |
| SEIQ | 2026年6月30日 | 128484 | $4678102 | 不再跟踪 |
| ULXXXX | 2025年12月31日 | 17360 | $1029101 | 不再跟踪 |
| OACP | 2026年3月31日 | 43820 | $1009394 | 不再跟踪 |
| KMX | 2026年3月31日 | 22295 | $861479 | 44.6% |
| SNY | 2026年6月30日 | 17376 | $837176 | 6.5% |
| OALC | 2026年3月31日 | 17386 | $616334 | 不再跟踪 |
| KRE | 2025年3月31日 | 8218 | $495956 | 不再跟踪 |
| EBAY | 2026年3月31日 | 5513 | $480182 | 14.5% |
| FDN | 2025年6月30日 | 1751 | $388985 | 不再跟踪 |
| BSJP | 2025年12月31日 | 16061 | $370367 | 不再跟踪 |
| VOT | 2025年12月31日 | 1231 | $361655 | 不再跟踪 |
| SBUX | 2026年6月30日 | 3122 | $279700 | 3.1% |
| PGR | 2025年12月31日 | 1080 | $266706 | -3.5% |
| IQV | 2025年9月30日 | 1664 | $262230 | 34.0% |
| VYM | 2026年6月30日 | 1766 | $261545 | 不再跟踪 |
| CHKP | 2025年6月30日 | 1141 | $260057 | -40.0% |
| AMT | 2025年6月30日 | 1192 | $259379 | -19.8% |
| MINT | 2026年3月31日 | 2585 | $259379 | 不再跟踪 |
| FLTR | 2026年3月31日 | 10074 | $256686 | 不再跟踪 |
| UNH | 2025年6月30日 | 490 | $256638 | 25.8% |
| BSCP | 2025年12月31日 | 12258 | $253618 | 不再跟踪 |
| FLRN | 2026年3月31日 | 8242 | $253277 | 不再跟踪 |
| BND | 2026年6月30日 | 3400 | $250376 | |
| BABA | 2026年6月30日 | 1993 | $250042 | 30.5% |
| VST | 2025年12月31日 | 1258 | $246467 | -13.0% |
| KO | 2025年9月30日 | 3481 | $246281 | 37.4% |
| ADBE | 2025年9月30日 | 630 | $243734 | -22.4% |
| LAMR | 2026年6月30日 | 1893 | $239767 | -1.2% |
| EIX | 2025年3月31日 | 2999 | $239440 | 26.5% |
| NUHY | 2025年6月30日 | 11236 | $237978 | 不再跟踪 |
| ADSK | 2025年12月31日 | 736 | $233805 | -14.4% |
| COF | 2026年3月31日 | 963 | $233393 | 17.1% |
| UPS | 2025年9月30日 | 2278 | $229941 | 22.3% |
| VEEV | 2025年12月31日 | 767 | $228497 | 12.9% |
| NEE | 2026年6月30日 | 2459 | $228392 | -2.3% |
| VZ | 2025年6月30日 | 4985 | $226120 | 14.2% |
| CVMC | 2025年6月30日 | 3969 | $225131 | 不再跟踪 |
| KMB | 2025年12月31日 | 1720 | $213865 | 8.2% |
| IQV | 2026年6月30日 | 1239 | $211299 | 31.8% |
| PFE | 2025年9月30日 | 8615 | $208828 | 9.2% |
| GSK | 2025年6月30日 | 5384 | $208576 | 36.6% |
| AEP | 2025年3月31日 | 2241 | $206687 | 16.3% |
| CRM | 2026年6月30日 | 1106 | $206457 | 31.3% |
| NRG | 2026年6月30日 | 1408 | $205765 | -18.0% |
| ADSK | 2025年3月31日 | 693 | $204830 | -3.2% |
| QCOM | 2026年3月31日 | 1197 | $204747 | 25.8% |
| GPC | 2025年12月31日 | 1477 | $204712 | 7.2% |
| COR | 2025年12月31日 | 653 | $204082 | -6.6% |
| FPI | 2025年12月31日 | 10130 | $110214 | 4.0% |
| ZNTL | 2025年3月31日 | 21640 | $65569 | 143.4% |