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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
$157.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 121 项
建仓 12
增持 69
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
清仓
BOND
PIMCO ETF TR
-$10.3M
0
-100%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$6.1M
313,800
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.5M
280,182
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHV
SCHWAB STRATEGIC TR
+$3.4M
668,002
+21%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
347,692
+11%
增持
DFAS
DIMENSIONAL ETF TRUST
+$607.1K
109,575
+20%
增持
SCHG
SCHWAB STRATEGIC TR
+$592.1K
667,512
+15%
增持
XLE
SELECT SECTOR SPDR TR
+$542.8K
18,740
+33%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$515.7K
3,596
-65%
清仓
KRE
SPDR SER TR
-$496.0K
0
-100%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$494.6K
70,444
+25%
减持
ORCL
ORACLE CORP
-$464.6K
9,937
-11%
建仓
AMAT
APPLIED MATLS INC
+$417.7K
2,878
增持
—
EXXON MOBIL CORP
+$402.1K
22,356
+7%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$389.0K
1,751
增持
SPHY
SPDR SER TR
+$368.8K
127,377
+14%
增持
ELV
ELEVANCE HEALTH INC
+$340.8K
2,144
+34%
减持
OACP
UNIFIED SER TR
-$296.0K
57,289
-20%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$278.4K
28,602
+77%
增持
NVS
NOVARTIS AG
+$263.8K
9,727
+15%
减持
AMZN
AMAZON COM INC
-$262.3K
7,506
-3%
增持
GOOG
ALPHABET INC
-$259.9K
12,100
+7%
建仓
AMT
AMERICAN TOWER CORP NEW
+$259.4K
1,192
减持
NVDA
NVIDIA CORPORATION
-$255.2K
7,576
-5%
清仓
EIX
EDISON INTL
-$239.4K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$233.2K
38,572
+22%
增持
CVX
CHEVRON CORP NEW
+$231.6K
10,298
+0%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$228.5K
22,136
+92%
减持
AAPL
APPLE INC
-$227.8K
6,584
-2%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$226.1K
4,985
增持
JPM
JPMORGAN CHASE & CO.
+$220.4K
15,931
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$218.5K
14,345
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$217.1K
5,698
-8%
增持
SCHW
SCHWAB CHARLES CORP
+$213.3K
17,716
+12%
建仓
GLD
SPDR GOLD TR
+$212.6K
738
增持
—
MEDTRONIC PLC
+$211.6K
10,338
+15%
增持
MCK
MCKESSON CORP
+$208.9K
1,253
+13%
建仓
PGR
PROGRESSIVE CORP
+$208.6K
737
建仓
GSK
GSK PLC
+$208.6K
5,384
清仓
AEP
AMERICAN ELEC PWR CO INC
-$206.7K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$206.6K
9,992
清仓
ADSK
AUTODESK INC
-$204.8K
0
-100%
增持
GD
GENERAL DYNAMICS CORP
+$202.5K
3,668
+21%
减持
BKNG
BOOKING HOLDINGS INC
-$201.9K
311
-5%
建仓
UPS
UNITED PARCEL SERVICE INC
+$201.3K
1,830
增持
SNY
SANOFI
+$199.9K
14,189
+17%
减持
FLTR
VANECK ETF TRUST
-$194.0K
38,456
-17%
增持
COP
CONOCOPHILLIPS
+$193.3K
10,406
+15%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$186.3K
67,612
+16%
增持
EBAY
EBAY INC.
+$183.7K
16,621
+9%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$178.3K
24,443
+46%
增持
—
UNILEVER PLC
+$172.2K
17,676
+14%
增持
SPYD
SPDR SER TR
+$156.5K
18,344
+21%
减持
LOW
LOWES COS INC
-$151.5K
3,602
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$150.6K
45,145
+11%
建仓
F
FORD MTR CO
+$142.4K
14,201
减持
V
VISA INC
-$137.9K
3,835
-18%
增持
BDX
BECTON DICKINSON & CO
+$133.9K
3,938
+16%
减持
FLRN
SPDR SER TR
-$129.3K
31,719
-12%
减持
MINT
PIMCO ETF TR
-$127.1K
9,718
-12%
减持
WMT
WALMART INC
-$118.2K
5,449
-17%
增持
KMX
CARMAX INC
+$102.0K
15,883
+14%
增持
AMGN
AMGEN INC
+$95.2K
1,645
+3%
增持
ABBV
ABBVIE INC
+$94.6K
2,945
+0%
减持
OALC
UNIFIED SER TR
-$87.0K
25,088
-8%
增持
ETR
ENTERGY CORP NEW
+$84.2K
4,902
+11%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$81.5K
15,090
+31%
增持
BAC
BANK AMERICA CORP
+$80.7K
20,441
+16%
增持
ADI
ANALOG DEVICES INC
+$80.2K
4,104
+17%
减持
WDS
WOODSIDE ENERGY GROUP LTD
-$79.5K
14,884
-21%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$75.8K
2,237
-1%
增持
RTX
RTX CORPORATION
+$75.3K
2,973
+8%
增持
LYG
LLOYDS BANKING GROUP PLC
+$72.0K
55,279
+8%
增持
PEP
PEPSICO INC
+$70.4K
2,786
+22%
减持
VUG
VANGUARD INDEX FDS
-$69.7K
568
-17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$69.0K
5,841
+27%
增持
ONEY
SPDR SER TR
+$67.3K
3,068
+25%
增持
DUK
DUKE ENERGY CORP NEW
+$66.2K
3,759
+3%
清仓
ZNTL
ZENTALIS PHARMACEUTICALS INC
-$65.6K
0
-100%
增持
OMC
OMNICOM GROUP INC
+$62.3K
6,418
+18%
增持
CRM
SALESFORCE INC
-$60.2K
958
+1%
增持
KO
COCA COLA CO
+$60.1K
4,178
+9%
增持
GOOGL
ALPHABET INC
-$58.9K
1,793
+1%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$58.9K
22,098
-0%
增持
CAT
CATERPILLAR INC
-$57.7K
1,818
+0%
增持
IQV
IQVIA HLDGS INC
-$51.2K
2,572
+0%
增持
SBUX
STARBUCKS CORP
+$50.6K
4,710
+4%
增持
BFST
BUSINESS FIRST BANCSHARES IN
-$50.0K
37,676
+0%
减持
ADBE
ADOBE INC
-$47.5K
683
-2%
增持
ENB
ENBRIDGE INC
+$45.7K
10,448
+6%
增持
MSFT
MICROSOFT CORP
+$45.1K
5,850
+15%
增持
LLY
ELI LILLY & CO
+$44.0K
502
+5%
减持
—
CHECK POINT SOFTWARE TECH LT
+$44.0K
1,141
-1%
增持
FDX
FEDEX CORP
-$41.9K
1,162
+1%
减持
NUHY
NUSHARES ETF TR
-$40.8K
11,236
-15%
增持
ET
ENERGY TRANSFER L P
-$38.6K
44,466
+1%
增持
DIS
DISNEY WALT CO
-$38.5K
3,211
+1%
减持
CVMC
MORGAN STANLEY ETF TRUST
-$31.9K
3,969
-8%
减持
VYM
VANGUARD WHITEHALL FDS
-$31.5K
1,766
-13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$30.6K
3,500
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$30.4K
1,023
-1%
增持
GPC
GENUINE PARTS CO
+$27.9K
2,072
+11%
增持
TSLA
TESLA INC
-$27.9K
1,245
+43%
减持
PG
PROCTER AND GAMBLE CO
-$27.0K
1,820
-9%
减持
VOE
VANGUARD INDEX FDS
-$24.7K
1,384
-9%
增持
APD
AIR PRODS & CHEMS INC
+$22.8K
1,351
+4%
增持
VXF
VANGUARD INDEX FDS
-$21.9K
1,449
+1%
增持
MA
MASTERCARD INCORPORATED
+$19.2K
868
+0%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$18.7K
8,633
-0%
减持
JXN
JACKSON FINANCIAL INC
-$16.3K
4,730
-0%
减持
COST
COSTCO WHSL CORP NEW
-$15.4K
254
-9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$13.9K
5,223
-5%
增持
PFE
PFIZER INC
+$10.1K
9,300
+9%
增持
SCHM
SCHWAB STRATEGIC TR
-$9.5K
7,734
+1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$8.1K
2,873
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$7.4K
490
-6%
增持
META
META PLATFORMS INC
+$5.5K
554
+3%
增持
QCOM
QUALCOMM INC
+$1.4K
1,465
+1%
增持
SLI
STANDARD LITHIUM LTD
+$907
37,821
+17%
增持
NEE
NEXTERA ENERGY INC
-$717
3,226
+1%
减持
KLAC
KLA CORP
+$278
310
-7%
