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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 116 项
建仓 5
增持 54
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$2.8M
722,280
+4%
增持
—
EXXON MOBIL CORP
+$2.3M
40,496
+93%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.2M
735,542
+6%
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
GOOG
ALPHABET INC
+$843.5K
12,537
+1%
减持
ORCL
ORACLE CORP
-$770.6K
4,910
-50%
增持
FBND
FIDELITY MERRIMACK STR TR
+$625.1K
355,052
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$593.2K
6,156
+20%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$575.3K
26,145
+80%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$555.6K
21,058
+86%
增持
DFAS
DIMENSIONAL ETF TRUST
+$527.6K
79,255
+3%
减持
KMX
CARMAX INC
-$523.9K
13,994
-18%
增持
AMZN
AMAZON COM INC
+$465.8K
9,878
+27%
减持
CMCSA
COMCAST CORP NEW
-$446.8K
31,072
-22%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$373.6K
113,801
+5%
建仓
TLN
TALEN ENERGY CORP
+$302.9K
712
增持
NVDA
NVIDIA CORPORATION
+$302.7K
8,160
+6%
减持
JPM
JPMORGAN CHASE & CO.
+$300.8K
14,558
-2%
减持
AAPL
APPLE INC
+$287.1K
6,900
-4%
增持
OMC
OMNICOM GROUP INC
+$285.8K
9,917
+36%
增持
OKLO
OKLO INC
+$263.6K
4,425
+8%
清仓
IQV
IQVIA HLDGS INC
-$262.2K
0
-100%
清仓
KO
COCA COLA CO
-$246.3K
0
-100%
清仓
ADBE
ADOBE INC
-$243.7K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$242.3K
25,449
-28%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$239.6K
57,368
+5%
清仓
UPS
UNITED PARCEL SERVICE INC
-$229.9K
0
-100%
建仓
AVGO
BROADCOM INC
+$228.6K
693
建仓
VEEV
VEEVA SYS INC
+$228.5K
767
建仓
KMB
KIMBERLY-CLARK CORP
+$213.9K
1,720
减持
BNY
BANK NEW YORK MELLON CORP
+$212.4K
13,242
-2%
清仓
PFE
PFIZER INC
-$208.8K
0
-100%
建仓
COR
CENCORA INC
+$204.1K
653
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$197.1K
3,840
+4%
减持
SPYD
SPDR SERIES TRUST
-$195.7K
11,910
-30%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$191.1K
1,969
-7%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$190.9K
297,252
+3%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$188.1K
327,618
+3%
减持
BKNG
BOOKING HOLDINGS INC
-$184.5K
280
-4%
减持
GD
GENERAL DYNAMICS CORP
+$176.7K
3,594
-0%
增持
BDX
BECTON DICKINSON & CO
+$155.6K
4,448
+13%
减持
TSLA
TESLA INC
+$146.1K
1,250
-3%
增持
GOOGL
ALPHABET INC
+$139.7K
1,878
+4%
减持
BABA
ALIBABA GROUP HLDG LTD
+$131.6K
2,350
-8%
增持
AMAT
APPLIED MATLS INC
+$130.9K
5,104
+2%
增持
SPHY
SPDR SERIES TRUST
+$118.6K
134,426
+3%
减持
CAT
CATERPILLAR INC
+$116.6K
1,721
-5%
增持
BAC
BANK AMERICA CORP
+$113.8K
20,068
+3%
增持
NVS
NOVARTIS AG
+$110.8K
9,821
+3%
减持
ABBV
ABBVIE INC
+$106.7K
2,777
-4%
增持
LOW
LOWES COS INC
+$106.0K
3,572
+0%
减持
CVX
CHEVRON CORP NEW
+$86.2K
8,022
-1%
增持
ISRG
INTUITIVE SURGICAL INC
-$83.7K
1,204
+5%
减持
EBAY
EBAY INC.
-$81.4K
6,057
-29%
减持
MSFT
MICROSOFT CORP
-$76.6K
5,182
-7%
减持
ONEY
SPDR SERIES TRUST
-$72.4K
2,285
-25%
减持
V
VISA INC
-$66.5K
3,383
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$66.4K
17,249
-0%
减持
—
MEDTRONIC PLC
+$63.9K
9,471
-1%
减持
FLTR
VANECK ETF TRUST
-$63.0K
10,206
-20%
减持
SBUX
STARBUCKS CORP
-$62.7K
3,907
-9%
减持
FLRN
SPDR SERIES TRUST
-$62.5K
8,366
-20%
减持
XLE
SELECT SECTOR SPDR TR
-$61.5K
13,484
-10%
增持
SLI
STANDARD LITHIUM LTD
+$59.8K
39,751
+5%
减持
APD
AIR PRODS & CHEMS INC
-$59.7K
1,073
-14%
减持
MINT
PIMCO ETF TR
-$59.4K
2,623
-18%
减持
LLY
ELI LILLY & CO
-$57.9K
440
-13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$55.3K
5,217
-16%
减持
RTX
RTX CORPORATION
+$55.1K
2,831
-1%
减持
COP
CONOCOPHILLIPS
-$54.0K
9,569
-10%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$49.1K
1,971
-18%
增持
ADI
ANALOG DEVICES INC
+$47.9K
4,062
+2%
减持
BFST
BUSINESS FIRST BANCSHARES IN
-$44.0K
37,583
-1%
减持
MCK
MCKESSON CORP
+$42.0K
1,223
-1%
减持
AMGN
AMGEN INC
-$35.7K
1,141
-11%
减持
PEP
PEPSICO INC
-$32.3K
2,704
-13%
减持
ETR
ENTERGY CORP NEW
+$32.0K
3,574
-1%
减持
DIS
DISNEY WALT CO
-$31.5K
2,709
-2%
减持
OALC
UNIFIED SER TR
+$30.8K
19,743
-2%
增持
WMT
WALMART INC
+$30.4K
5,464
+0%
增持
VST
VISTRA CORP
+$30.0K
1,258
+13%
增持
—
UNILEVER PLC
-$25.9K
17,360
+1%
减持
PG
PROCTER AND GAMBLE CO
-$25.2K
1,725
-5%
增持
VXF
VANGUARD INDEX FDS
+$24.7K
1,476
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$24.0K
8,235
+5%
增持
NEE
NEXTERA ENERGY INC
+$23.4K
3,278
+2%
减持
COST
COSTCO WHSL CORP NEW
-$22.1K
236
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$21.4K
22,598
+2%
增持
F
FORD MTR CO
+$18.2K
15,301
+1%
增持
SO
SOUTHERN CO
+$15.5K
2,627
+3%
增持
ADSK
AUTODESK INC
+$13.7K
736
+4%
增持
OACP
UNIFIED SER TR
+$11.1K
39,403
+0%
增持
ET
ENERGY TRANSFER L P
-$10.7K
48,066
+4%
减持
JXN
JACKSON FINANCIAL INC
+$10.2K
4,152
-10%
减持
FDX
FEDEX CORP
-$9.9K
1,000
-7%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$9.9K
13,559
+8%
增持
PGR
PROGRESSIVE CORP
-$7.4K
1,080
+5%
减持
DUK
DUKE ENERGY CORP NEW
+$6.3K
3,225
-3%
增持
CEG
CONSTELLATION ENERGY CORP
+$6.0K
846
+0%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$5.3K
25,404
+1%
增持
META
META PLATFORMS INC
+$5.3K
566
+2%
减持
QCOM
QUALCOMM INC
-$4.7K
1,374
-6%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$4.4K
29,591
+1%
减持
ENB
ENBRIDGE INC
+$4.4K
8,018
-9%
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$4.0K
23,154
+1%
增持
SNY
SANOFI SA
+$3.7K
14,357
+3%
减持
LYG
LLOYDS BANKING GROUP PLC
+$3.7K
36,328
-4%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$3.6K
9,994
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.6K
12,258
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.3K
16,061
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.0K
1,850
-18%
增持
COF
CAPITAL ONE FINL CORP
+$2.8K
1,004
+1%
减持
MA
MASTERCARD INCORPORATED
+$2.4K
752
-1%
增持
CRM
SALESFORCE INC
+$2.3K
1,120
+16%
增持
MMLP
MARTIN MIDSTREAM PRTNRS L P
+$1.4K
10,139
+1%
减持
GPC
GENUINE PARTS CO
+$669
1,477
-12%
减持
NRG
NRG ENERGY INC
+$299
1,391
-1%
