小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 123 项
建仓 9
增持 40
减持 61
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
SCHA
SCHWAB STRATEGIC TR
+$5.6M
195,943
清仓
DFAS
DIMENSIONAL ETF TRUST
-$5.4M
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
20,243
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
+$1.2M
763,768
+4%
建仓
UL
UNILEVER PLC
+$1.0M
15,884
清仓
—
UNILEVER PLC
-$1.0M
0
-100%
建仓
TYL
TYLER TECHNOLOGIES INC
+$680.9K
1,500
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$575.8K
30,821
+46%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$528.7K
37,192
+42%
减持
SCHG
SCHWAB STRATEGIC TR
+$501.1K
721,921
-0%
减持
CVX
CHEVRON CORP NEW
-$493.3K
4,937
-38%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$370.4K
0
-100%
增持
ORCL
ORACLE CORP
-$363.7K
5,219
+6%
清仓
VOT
VANGUARD INDEX FDS
-$361.7K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$343.3K
314,561
+6%
增持
CAT
CATERPILLAR INC
+$317.7K
1,988
+16%
建仓
ESUM
STRATEGY SHS
+$316.4K
11,750
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
+$295.7K
120,665
+6%
增持
XLE
SELECT SECTOR SPDR TR
-$289.0K
20,480
+52%
减持
MSFT
MICROSOFT CORP
-$283.8K
4,963
-4%
建仓
PFE
PFIZER INC
+$272.6K
10,947
增持
FBND
FIDELITY MERRIMACK STR TR
+$268.1K
362,417
+2%
清仓
PGR
PROGRESSIVE CORP
-$266.7K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$260.2K
1,215
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$253.6K
0
-100%
清仓
VST
VISTRA CORP
-$246.5K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$244.5K
339,508
+4%
减持
—
EXXON MOBIL CORP
+$235.0K
39,895
-1%
清仓
ADSK
AUTODESK INC
-$233.8K
0
-100%
增持
KMX
CARMAX INC
+$233.6K
22,295
+59%
增持
CMCSA
COMCAST CORP NEW
+$232.7K
40,449
+30%
清仓
VEEV
VEEVA SYS INC
-$228.5K
0
-100%
建仓
BSJU
INVESCO EXCH TRD SLF IDX FD
+$219.2K
8,397
增持
DE
DEERE & CO
+$217.5K
1,527
+42%
减持
JPM
JPMORGAN CHASE & CO.
-$217.2K
13,577
-7%
清仓
KMB
KIMBERLY-CLARK CORP
-$213.9K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$204.7K
0
-100%
增持
LOW
LOWES COS INC
+$204.2K
4,569
+28%
清仓
COR
CENCORA INC
-$204.1K
0
-100%
建仓
CSCO
CISCO SYS INC
+$200.5K
2,603
减持
GOOG
ALPHABET INC
+$195.4K
10,353
-17%
减持
BNY
BANK NEW YORK MELLON CORP
-$177.8K
10,897
-18%
增持
OKLO
OKLO INC
-$167.8K
4,545
+3%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$162.1K
61,293
+7%
增持
WMT
WALMART INC
+$152.7K
6,425
+18%
减持
ISRG
INTUITIVE SURGICAL INC
+$142.9K
1,203
-0%
减持
LLY
ELI LILLY & CO
+$127.5K
431
-2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$127.4K
1,996
-15%
减持
GOOGL
ALPHABET INC
+$124.1K
1,855
-1%
增持
COP
CONOCOPHILLIPS
+$119.4K
10,945
+14%
减持
ETR
ENTERGY CORP NEW
-$111.9K
2,393
-33%
清仓
FPI
FARMLAND PARTNERS INC
-$110.2K
0
-100%
增持
SPHY
SPDR SERIES TRUST
+$103.9K
140,350
+4%
减持
V
VISA INC
-$103.1K
2,999
-11%
增持
SNY
SANOFI SA
+$101.7K
16,083
+12%
增持
OACP
UNIFIED SER TR
+$100.8K
43,820
+11%
减持
SCHD
SCHWAB STRATEGIC TR
-$94.1K
21,897
-14%
减持
SPYD
SPDR SERIES TRUST
-$75.3K
10,376
-13%
减持
DUK
DUKE ENERGY CORP NEW
-$74.0K
2,774
-14%
增持
SLI
STANDARD LITHIUM LTD
+$72.1K
46,098
+16%
减持
OALC
UNIFIED SER TR
-$70.9K
17,386
-12%
减持
EBAY
EBAY INC.
-$70.7K
5,513
-9%
减持
APD
AIR PRODS & CHEMS INC
-$69.1K
905
-16%
减持
GD
GENERAL DYNAMICS CORP
-$64.1K
3,450
-4%
增持
SMH
VANECK ETF TRUST
+$60.6K
1,243
+5%
减持
SBUX
STARBUCKS CORP
-$58.2K
3,234
-17%
减持
ABBV
ABBVIE INC
-$56.7K
2,566
-8%
减持
MA
MASTERCARD INCORPORATED
-$56.7K
650
-14%
减持
TLN
TALEN ENERGY CORP
-$52.9K
667
-6%
减持
NVS
NOVARTIS AG
+$51.6K
9,509
-3%
减持
ENB
ENBRIDGE INC
-$51.3K
7,387
-8%
增持
F
FORD MTR CO
+$49.6K
17,731
+16%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
+$45.9K
1,946
-1%
减持
AAPL
APPLE INC
+$45.5K
6,630
-4%
增持
META
META PLATFORMS INC
-$40.1K
569
+1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$39.1K
3,721
-3%
增持
VUG
VANGUARD INDEX FDS
+$38.6K
668
+12%
减持
ONEY
SPDR SERIES TRUST
-$38.1K
1,941
-15%
减持
BAC
BANK AMERICA CORP
+$35.6K
19,471
-3%
增持
BDX
BECTON DICKINSON & CO
+$34.6K
4,468
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$33.7K
276
-1%
减持
NVDA
NVIDIA CORPORATION
-$32.2K
7,991
-2%
减持
MCK
MCKESSON CORP
-$31.0K
1,114
-9%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$30.1K
4,678
-10%
减持
KLAC
KLA CORP
+$28.8K
298
-4%
减持
AMGN
AMGEN INC
+$27.6K
1,068
-6%
增持
AVGO
BROADCOM INC
+$25.4K
734
+6%
减持
WDS
WOODSIDE ENERGY GROUP LTD
-$23.9K
11,559
-15%
减持
QCOM
QUALCOMM INC
-$23.8K
1,197
-13%
增持
ET
ENERGY TRANSFER L P
+$22.5K
51,386
+7%
减持
COF
CAPITAL ONE FINL CORP
+$20.0K
963
-4%
增持
—
MEDTRONIC PLC
+$19.0K
9,588
+1%
减持
TSLA
TESLA INC
-$18.9K
1,194
-4%
增持
SO
SOUTHERN CO
-$18.6K
2,642
+1%
减持
NEE
NEXTERA ENERGY INC
-$17.9K
2,859
-13%
减持
BSJS
INVESCO EXCH TRD SLF IDX FD
-$16.3K
22,496
-3%
增持
PG
PROCTER AND GAMBLE CO
-$15.8K
1,739
+1%
减持
COST
COSTCO WHSL CORP NEW
-$15.8K
235
-0%
减持
RTX
RTX CORPORATION
-$15.4K
2,499
-12%
增持
SCHM
SCHWAB STRATEGIC TR
+$14.2K
8,590
+4%
减持
ADI
ANALOG DEVICES INC
+$13.8K
3,731
-8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$13.6K
5,408
+4%
减持
AMZN
AMAZON COM INC
-$12.6K
9,342
-5%
减持
JXN
JACKSON FINANCIAL INC
+$11.6K
4,050
-2%
增持
OMC
OMNICOM GROUP INC
+$10.2K
10,139
+2%
减持
DIS
DISNEY WALT CO
-$9.9K
2,639
-3%
减持
LYG
LLOYDS BANKING GROUP PLC
-$8.0K
29,614
-18%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$7.7K
1,675
-9%
减持
AMAT
APPLIED MATLS INC
-$7.0K
4,039
-21%
减持
PEP
PEPSICO INC
+$5.9K
2,687
-1%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$5.7K
10,287
+3%
减持
FLRN
SPDR SERIES TRUST
-$4.9K
8,242
-1%
减持
MINT
PIMCO ETF TR
-$4.7K
2,585
-1%
减持
FLTR
VANECK ETF TRUST
-$4.3K
10,074
-1%
减持
NRG
NRG ENERGY INC
-$4.2K
1,388
-0%
增持
MMLP
MARTIN MIDSTREAM PRTNRS L P
-$4.2K
10,283
+1%
减持
CRM
SALESFORCE INC
+$3.7K
1,016
-9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.6K
6,150
-0%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
-$3.1K
29,620
+0%
减持
SCHW
SCHWAB CHARLES CORP
+$2.4K
16,506
-4%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$1.1K
25,427
+0%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$731
1,912
-3%
增持
BND
VANGUARD BD INDEX FDS
+$616
3,400
+1%
