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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 124 项
建仓 12
增持 59
减持 44
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
VXUS
VANGUARD STAR FDS
+$7.5M
97,026
减持
SCHG
SCHWAB STRATEGIC TR
-$4.8M
641,955
-11%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.6M
656,026
-14%
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
—
EXXON MOBIL CORP
+$1.8M
38,796
-3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
395,588
+9%
清仓
OACP
UNIFIED SER TR
-$1.0M
0
-100%
清仓
KMX
CARMAX INC
-$861.5K
0
-100%
减持
BAC
BANK AMERICA CORP
-$857.5K
4,378
-78%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$769.1K
380,685
+12%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$736.4K
69,920
+14%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$734.2K
352,881
+12%
减持
JPM
JPMORGAN CHASE & CO
-$716.0K
12,438
-8%
清仓
OALC
UNIFIED SER TR
-$616.3K
0
-100%
建仓
—
AON PLC
+$526.8K
1,632
减持
GOOG
ALPHABET INC
-$492.0K
9,610
-7%
清仓
EBAY
EBAY INC.
-$480.2K
0
-100%
增持
SEIM
SEI EXCHANGE TRADED FUNDS
+$455.2K
47,658
+28%
建仓
—
AMRIZE LTD
+$450.5K
8,042
增持
COP
CONOCOPHILLIPS
+$449.7K
11,169
+2%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$442.3K
39,297
+28%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$408.0K
830
建仓
—
ACCENTURE PLC IRELAND
+$393.8K
1,986
减持
NVS
NOVARTIS AG
-$383.4K
6,073
-36%
增持
SCHA
SCHWAB STRATEGIC TR
+$370.2K
204,629
+4%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$361.4K
17,698
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$360.9K
19,338
增持
XLE
SELECT SECTOR SPDR TR
+$351.4K
20,683
+1%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$342.4K
20,479
建仓
FERG
FERGUSON ENTERPRISES INC
+$337.1K
1,445
增持
MSFT
MICROSOFT CORP
-$314.3K
5,635
+14%
减持
BNY
BANK NEW YORK MELLON CORP
-$309.0K
8,059
-26%
增持
CVX
CHEVRON CORPORATION
+$299.8K
5,086
+3%
增持
AMZN
AMAZON COM INC
+$296.9K
11,779
+26%
减持
CAT
CATERPILLAR INC
+$268.1K
1,986
-0%
建仓
MU
MICRON TECHNOLOGY INC
+$262.8K
778
清仓
MINT
PIMCO ETF TR
-$259.4K
0
-100%
清仓
FLTR
VANECK ETF TRUST
-$256.7K
0
-100%
清仓
FLRN
SPDR SERIES TRUST
-$253.3K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$244.9K
23,556
+16%
增持
SPHY
SPDR SERIES TRUST
+$235.6K
152,560
+9%
清仓
COF
CAPITAL ONE FINL CORP
-$233.4K
0
-100%
建仓
IQV
IQVIA HLDGS INC
+$211.3K
1,239
建仓
KO
COCA COLA CO
+$211.2K
2,777
清仓
QCOM
QUALCOMM INC
-$204.7K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$202.7K
3,630
-10%
减持
MCK
MCKESSON CORP
-$192.1K
834
-25%
增持
BDX
BECTON DICKINSON & CO
+$183.7K
6,683
+50%
减持
SCHW
SCHWAB CHARLES CORP
-$178.7K
15,646
-5%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$155.7K
2,862
+47%
减持
DE
DEERE & CO
+$148.7K
1,526
-0%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$136.0K
22,741
+1%
增持
UL
UNILEVER PLC
-$128.2K
15,984
+1%
减持
ET
ENERGY TRANSFER L P
+$125.1K
50,386
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$118.1K
3,714
-0%
增持
WDS
WOODSIDE ENERGY GROUP LTD
+$115.2K
12,371
+7%
增持
ISRG
INTUITIVE SURGICAL INC
-$111.1K
1,237
+3%
增持
OKLO
OKLO INC
-$100.0K
4,560
+0%
增持
WMT
WALMART INC
+$93.3K
6,510
+1%
减持
MA
MASTERCARD INCORPORATED
-$88.3K
566
-13%
减持
DIS
DISNEY WALT CO
-$88.2K
2,200
-17%
增持
AAPL
APPLE INC
-$86.3K
6,762
+2%
增持
ORCL
ORACLE CORP
-$81.8K
6,359
+22%
减持
ADI
ANALOG DEVICES INC
-$78.1K
2,935
-21%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$77.1K
6,290
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$73.5K
6,361
+18%
增持
ESUM
STRATEGY SHS
+$69.5K
14,743
+25%
增持
—
MEDTRONIC PLC
-$69.5K
9,827
+2%
减持
FDX
FEDEX CORP
+$66.6K
998
-0%
增持
LLY
ELI LILLY & CO
-$64.9K
433
+0%
减持
CEG
CONSTELLATION ENERGY CORP
-$62.9K
845
-0%
增持
CRM
SALESFORCE INC
-$62.7K
1,106
+9%
增持
SNY
SANOFI SA
+$57.8K
17,376
+8%
增持
PFE
PFIZER INC
+$52.6K
11,579
+6%
减持
ABBV
ABBVIE INC
-$49.8K
2,467
-4%
增持
META
META PLATFORMS INC
-$48.9K
571
+0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$46.5K
3,750
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$46.3K
4,131
+17%
增持
PEP
PEPSICO INC
+$45.6K
2,777
+3%
减持
ENB
ENBRIDGE INC
+$45.5K
7,366
-0%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$45.3K
12,675
+23%
减持
BABA
ALIBABA GROUP HLDG LTD
-$42.5K
1,993
-0%
减持
LOW
LOWES COS INC
-$42.1K
4,485
-2%
减持
ETR
ENTERGY CORP NEW
+$37.4K
2,301
-4%
增持
BSJU
INVESCO EXCH TRD SLF IDX FD
+$36.1K
9,975
+19%
增持
COST
COSTCO WHOLESALE CORPORATION
+$33.5K
237
+1%
增持
SMH
VANECK ETF TRUST
+$31.6K
1,250
+1%
减持
SPYD
SPDR SERIES TRUST
-$31.4K
9,168
-12%
增持
SLI
STANDARD LITHIUM LTD
-$30.3K
51,545
+12%
增持
NVDA
NVIDIA CORPORATION
-$30.1K
8,373
+5%
增持
CMCSA
COMCAST CORP NEW
+$29.6K
43,143
+7%
减持
DUK
DUKE ENERGY CORP NEW
+$28.9K
2,704
-3%
增持
SO
SOUTHERN CO
+$26.6K
2,662
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$26.4K
1,428
-15%
减持
LYG
LLOYDS BANKING GROUP PLC
-$24.9K
26,244
-11%
增持
TSLA
TESLA INC
-$24.3K
1,379
+15%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$22.7K
4,324
-8%
增持
VUG
VANGUARD INDEX FDS
-$21.0K
698
+4%
增持
F
FORD MTR CO
-$21.0K
18,338
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$20.5K
18,910
-14%
增持
SEIQ
SEI EXCHANGE TRADED FUNDS
-$19.4K
128,484
+6%
增持
OMC
OMNICOM GROUP INC
+$18.7K
11,120
+10%
增持
SCHM
SCHWAB STRATEGIC TR
+$16.4K
8,872
+3%
减持
AMGN
AMGEN INC
+$15.3K
1,037
-3%
增持
NRG
NRG ENERGY INC
-$15.3K
1,408
+1%
增持
VOE
VANGUARD INDEX FDS
+$13.4K
1,405
+2%
减持
BSJR
INVESCO EXCH TRD SLF IDX FD
-$12.6K
29,385
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$12.4K
354
+28%
减持
BSJS
INVESCO EXCH TRD SLF IDX FD
-$12.2K
22,260
-1%
减持
ONEY
SPDR SERIES TRUST
-$10.7K
1,747
-10%
减持
GD
GENERAL DYNAMICS CORP
+$10.6K
3,415
-1%
减持
BSJQ
INVESCO EXCH TRD SLF IDX FD
-$8.6K
25,239
-1%
减持
PG
PROCTER & GAMBLE CO
-$8.0K
1,670
-4%
增持
GOOGL
ALPHABET INC
+$7.7K
2,046
+10%
减持
RTX
RTX CORPORATION
-$7.5K
2,337
-6%
减持
SBUX
STARBUCKS CORP
+$7.4K
3,122
-3%
增持
CSCO
CISCO SYS INC
+$5.7K
2,658
+2%
增持
V
VISA INC
-$4.2K
3,466
+16%
增持
AVGO
BROADCOM INC
+$3.8K
833
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.2K
1,295
+7%
减持
LAMR
LAMAR ADVERTISING CO
-$2.3K
1,893
-1%
增持
MMLP
MARTIN MIDSTREAM PRTNRS L P
+$1.8K
10,374
+1%
减持
APD
AIR PRODUCTS AND CHEMICALS I
-$1.6K
764
-16%
减持
NEE
NEXTERA ENERGY INC
-$1.1K
2,459
-14%
增持
VXF
VANGUARD INDEX FDS
+$39
1,500
+2%
