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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 122 项
建仓 12
增持 41
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$4.0M
54,598
增持
SCHG
SCHWAB STRATEGIC TR
+$3.5M
693,312
+4%
减持
SEIM
SEI EXCHANGE TRADED FUNDS
-$1.8M
14,509
-79%
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。
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.6M
76,882
-30%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$1.6M
108,344
+54%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.5M
695,293
+4%
减持
ORCL
ORACLE CORP
+$762.2K
9,841
-1%
减持
FLTR
VANECK ETF TRUST
-$658.6K
12,703
-67%
减持
FLRN
SPDR SERIES TRUST
-$656.9K
10,400
-67%
减持
MINT
PIMCO ETF TR
-$654.3K
3,218
-67%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$581.3K
11,345
减持
MSFT
MICROSOFT CORP
+$564.6K
5,550
-5%
减持
CVX
CHEVRON CORP NEW
-$563.2K
8,098
-21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$532.9K
5,150
-10%
增持
AMAT
APPLIED MATLS INC
+$496.4K
4,993
+73%
减持
EBAY
EBAY INC.
-$493.4K
8,492
-49%
减持
XLE
SELECT SECTOR SPDR TR
-$485.1K
14,929
-20%
减持
OACP
UNIFIED SER TR
-$407.5K
39,390
-31%
增持
NVDA
NVIDIA CORPORATION
+$398.8K
7,721
+2%
减持
—
EXXON MOBIL CORP
-$397.9K
20,973
-6%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$389.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$383.4K
14,802
-7%
建仓
SMH
VANECK ETF TRUST
+$330.8K
1,186
减持
SCHD
SCHWAB STRATEGIC TR
-$325.2K
35,361
-22%
增持
GOOG
ALPHABET INC
+$319.5K
12,458
+3%
增持
AMZN
AMAZON COM INC
+$275.0K
7,763
+3%
建仓
CEG
CONSTELLATION ENERGY CORP
+$272.4K
844
减持
BKNG
BOOKING HOLDINGS INC
+$263.5K
293
-6%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$260.1K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$259.4K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$256.6K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$248.7K
3,378
清仓
NUHY
NUSHARES ETF TR
-$238.0K
0
-100%
建仓
OKLO
OKLO INC
+$230.4K
4,115
清仓
VZ
VERIZON COMMUNICATIONS INC
-$226.1K
0
-100%
清仓
CVMC
MORGAN STANLEY ETF TRUST
-$225.1K
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$225.1K
3,930
-0%
建仓
NRG
NRG ENERGY INC
+$225.0K
1,401
建仓
ADSK
AUTODESK INC
+$220.1K
711
建仓
VST
VISTRA CORP
+$216.5K
1,117
建仓
BSJT
INVESCO EXCH TRD SLF IDX FD
+$212.0K
9,850
建仓
COF
CAPITAL ONE FINL CORP
+$210.6K
990
清仓
GSK
GSK PLC
-$208.6K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$208.0K
3,693
+6%
减持
SCHW
SCHWAB CHARLES CORP
+$193.6K
17,321
-2%
减持
IQV
IQVIA HLDGS INC
-$191.2K
1,664
-35%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$165.4K
288,082
+3%
减持
AMGN
AMGEN INC
-$154.8K
1,281
-22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$142.3K
2,268
+1%
增持
COP
CONOCOPHILLIPS
-$133.7K
10,688
+3%
减持
V
VISA INC
-$122.6K
3,440
-10%
减持
ADI
ANALOG DEVICES INC
+$122.5K
3,992
-3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$121.9K
319,044
+2%
减持
ETR
ENTERGY CORP NEW
-$118.0K
3,622
-26%
增持
SPHY
SPDR SERIES TRUST
+$116.4K
130,235
+2%
增持
ISRG
INTUITIVE SURGICAL INC
+$115.5K
1,145
+12%
减持
SNY
SANOFI
-$113.0K
13,950
-2%
减持
ELV
ELEVANCE HEALTH INC
-$105.2K
2,127
-1%
减持
CAT
CATERPILLAR INC
+$105.0K
1,815
-0%
减持
SPYD
SPDR SERIES TRUST
-$92.1K
16,960
-8%
增持
META
META PLATFORMS INC
+$91.1K
556
+0%
减持
—
MEDTRONIC PLC
-$90.8K
9,615
-7%
增持
TSLA
TESLA INC
+$87.1K
1,290
+4%
增持
KMX
CARMAX INC
-$85.8K
17,138
+8%
减持
ABBV
ABBVIE INC
-$80.8K
2,889
-2%
减持
FBND
FIDELITY MERRIMACK STR TR
-$79.6K
345,192
-1%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$74.5K
8,586
-1%
减持
SBUX
STARBUCKS CORP
-$68.8K
4,291
-9%
减持
BAC
BANK AMERICA CORP
+$68.5K
19,473
-5%
减持
KLAC
KLA CORP
+$66.0K
309
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$65.7K
3,329
-11%
增持
PGR
PROGRESSIVE CORP
+$65.5K
1,027
+39%
减持
NVS
NOVARTIS AG
+$64.3K
9,492
-2%
减持
ENB
ENBRIDGE INC
-$62.8K
8,830
-15%
减持
OALC
UNIFIED SER TR
-$60.4K
20,230
-19%
减持
MCK
MCKESSON CORP
+$59.5K
1,232
-2%
减持
WMT
WALMART INC
+$54.3K
5,448
-0%
减持
BABA
ALIBABA GROUP HLDG LTD
-$54.2K
2,543
-2%
减持
KO
COCA COLA CO
-$52.9K
3,481
-17%
增持
VUG
VANGUARD INDEX FDS
+$52.0K
599
+5%
减持
MA
MASTERCARD INCORPORATED
-$50.4K
757
-13%
减持
LYG
LLOYDS BANKING GROUP PLC
-$50.0K
37,932
-31%
减持
GD
GENERAL DYNAMICS CORP
+$49.0K
3,596
-2%
减持
LOW
LOWES COS INC
-$48.5K
3,568
-1%
减持
APD
AIR PRODS & CHEMS INC
-$46.1K
1,249
-8%
增持
DE
DEERE & CO
+$44.6K
1,079
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$43.4K
12,092
+21%
减持
GPC
GENUINE PARTS CO
-$42.8K
1,682
-19%
增持
GOOGL
ALPHABET INC
+$39.6K
1,798
+0%
减持
FDX
FEDEX CORP
-$37.5K
1,081
-7%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$36.5K
2,393
-17%
增持
VXF
VANGUARD INDEX FDS
+$34.6K
1,475
+2%
建仓
MMLP
MARTIN MIDSTREAM PRTNRS L P
+$29.6K
10,035
增持
UPS
UNITED PARCEL SERVICE INC
+$28.7K
2,278
+24%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$28.2K
23,005
+4%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$27.7K
29,442
+3%
减持
BNY
BANK NEW YORK MELLON CORP
+$27.3K
13,505
-6%
减持
PFE
PFIZER INC
-$26.8K
8,615
-7%
减持
RTX
RTX CORPORATION
+$24.8K
2,867
-4%
减持
DIS
DISNEY WALT CO
+$24.7K
2,755
-14%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$22.4K
25,258
+3%
增持
F
FORD MTR CO
+$22.3K
15,186
+7%
减持
WDS
WOODSIDE ENERGY GROUP LTD
-$21.5K
12,584
-15%
增持
LLY
ELI LILLY & CO
-$20.9K
505
+1%
增持
PG
PROCTER AND GAMBLE CO
-$19.9K
1,822
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$19.4K
6,212
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$19.3K
15,913
+5%
减持
ADBE
ADOBE INC
-$18.2K
630
-8%
增持
SCHM
SCHWAB STRATEGIC TR
+$17.4K
7,846
+1%
增持
BFST
BUSINESS FIRST BANCSHARES IN
+$13.9K
37,782
+0%
减持
JXN
JACKSON FINANCIAL INC
+$13.8K
4,619
-2%
增持
OMC
OMNICOM GROUP INC
-$9.4K
7,266
+13%
增持
ET
ENERGY TRANSFER L P
+$8.9K
46,084
+4%
增持
AAPL
APPLE INC
+$7.3K
7,164
+9%
增持
CRM
SALESFORCE INC
+$6.1K
965
+1%
增持
PEP
PEPSICO INC
-$5.6K
3,121
+12%
增持
NEE
NEXTERA ENERGY INC
-$4.6K
3,228
+0%
减持
ONEY
SPDR SERIES TRUST
-$4.2K
3,057
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.6K
3,526
-2%
减持
—
UNILEVER PLC
+$2.4K
17,247
-2%
减持
COST
COSTCO WHSL CORP NEW
+$327
243
-4%
增持
CMCSA
COMCAST CORP NEW
-$275
39,872
+3%
