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Meriwether Wealth & Planning, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Meriwether Wealth & Planning, LLC

报告期 2026-03-31 · CIK 0002055554

持仓数

126

前50大市值合计

$157.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$20.0M

656,026

12.7%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$18.7M

641,955

11.9%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$18.0M

395,588

11.5%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$7.5M

97,026

4.8%

BSCR INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB

$7.5M

380,685

4.8%

BSCQ INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB

$6.9M

352,881

4.4%

— EXXON MOBIL CORP

COM

$6.6M

38,796

4.2%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$6.0M

204,629

3.8%

SPLV INVESCO EXCH TRADED FD TR II

S&P500 LOW VOL

$5.1M

69,920

3.3%

SEIQ SEI EXCHANGE TRADED FUNDS

ENHANCED US LRG

$4.7M

128,484

3.0%

JPM JPMORGAN CHASE & CO

COM

$3.7M

12,438

2.3%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$3.6M

152,560

2.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.0M

6,290

1.9%

GOOG ALPHABET INC

CAP STK CL C

$2.8M

9,610

1.8%

AMZN AMAZON COM INC

COM

$2.5M

11,779

1.6%

SEIM SEI EXCHANGE TRADED FUNDS

ENHANCED US LRG

$2.2M

47,658

1.4%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$2.2M

39,297

1.4%

MSFT MICROSOFT CORP

COM

$2.1M

5,635

1.3%

AAPL APPLE INC

COM

$1.7M

6,762

1.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$1.5M

23,556

1.0%

BKNG BOOKING HOLDINGS INC

COM

$1.5M

354

0.9%

COP CONOCOPHILLIPS

COM

$1.5M

11,169

0.9%

SCHW SCHWAB CHARLES CORP

COM

$1.5M

15,646

0.9%

NVDA NVIDIA CORPORATION

COM

$1.5M

8,373

0.9%

CAT CATERPILLAR INC

COM

$1.4M

1,986

0.9%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$1.3M

20,683

0.8%

AMAT APPLIED MATLS INC

COM

$1.2M

3,630

0.8%

CMCSA COMCAST CORP NEW

CL A

$1.2M

43,143

0.8%

GD GENERAL DYNAMICS CORP

COM

$1.2M

3,415

0.7%

LOW LOWES COS INC

COM

$1.1M

4,485

0.7%

CVX CHEVRON CORPORATION

COM

$1.1M

5,086

0.7%

BDX BECTON DICKINSON & CO

COM

$1.1M

6,683

0.7%

V VISA INC

COM CL A

$1.0M

3,466

0.7%

BFST BUSINESS FIRST BANCSHARES IN

COM

$1.0M

37,583

0.6%

ET ENERGY TRANSFER L P

COM UT LTD PTN

$972.5K

50,386

0.6%

BNY BANK NEW YORK MELLON CORP

COM

$956.0K

8,059

0.6%

ORCL ORACLE CORP

COM

$935.5K

6,359

0.6%

ADI ANALOG DEVICES INC

COM

$933.7K

2,935

0.6%

NVS NOVARTIS AG

SPONSORED ADR

$927.7K

6,073

0.6%

UL UNILEVER PLC

SPON ADR NEW

$910.6K

15,984

0.6%

EPD ENTERPRISE PRODS PARTNERS L

COM

$860.5K

22,741

0.5%

DE DEERE & CO

COM

$859.6K

1,526

0.5%

— MEDTRONIC PLC

SHS

$851.5K

9,827

0.5%

ELV ELEVANCE HEALTH INC FORMERLY

COM

$837.9K

2,862

0.5%

OMC OMNICOM GROUP INC

COM

$837.4K

11,120

0.5%

SNY SANOFI SA

SPONSORED ADR

$837.2K

17,376

0.5%

WMT WALMART INC

COM

$809.1K

6,510

0.5%

MCK MCKESSON CORP

COM

$721.7K

834

0.5%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$719.7K

3,750

0.5%

CP CANADIAN PACIFIC KANSAS CITY

COM

$675.4K

8,586

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

50%前 6 大占比

SCHV12.7%SCHG11.9%FBND11.5%VXUS4.8%BSCR4.8%BSCQ4.4%