Meramec Financial Planners, LLC

报告期 2026-03-31 · CIK 0002100778

持仓数

520

前50大市值合计

$214.6M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 150 项建仓 20增持 33减持 75清仓 22

方向

标的

Δ市值

现股数(环比)

增持

IWF ISHARES TR

+$1.9M

38,322 +7%

增持

IWD ISHARES TR

+$970.6K

60,475 +6%

增持

VUG VANGUARD INDEX FDS

+$709.3K

24,811 +1%

减持

GE GE AEROSPACE

-$704.9K

111 -95%

减持

SPY STATE STR SPDR S&P 500 ETF T

-$680.3K

3,775 -22%

减持

DEM WISDOMTREE TR

-$454.2K

106,014 -11%

减持

VOE VANGUARD INDEX FDS

-$434.1K

57,606 -5%

减持

VB VANGUARD INDEX FDS

-$425.4K

17,555 -11%

减持

JPM JPMORGAN CHASE & CO

-$424.2K

2,355 -35%

减持

GEV GE VERNOVA INC

-$400.5K

8 -98%

增持

SCHX SCHWAB STRATEGIC TR

+$359.5K

334,399 +1%

减持

VBR VANGUARD INDEX FDS

-$343.4K

34,669 -5%

减持

IEFA ISHARES TR

-$334.3K

63,548 -6%

减持

IWB ISHARES TR

-$321.5K

5,594 -15%

增持

SCHG SCHWAB STRATEGIC TR

+$305.1K

125,599 +3%

减持

TBLU TORTOISE CAPITAL SERIES TRUS

-$303.5K

15,511 -24%

减持

AAPL APPLE INC

-$285.9K

37,453 -1%

减持

DSTL ETF SER SOLUTIONS

-$278.6K

30,009 -12%

减持

IVV ISHARES TR

-$259.2K

10,088 -6%

减持

WMT WALMART INC

-$238.8K

5,406 -24%

减持

— ACCENTURE PLC IRELAND

-$233.8K

104 -90%

减持

IWO ISHARES TR

-$210.6K

4,462 -16%

减持

IWM ISHARES TR

-$207.4K

2,500 -26%

增持

SF STIFEL FINL CORP

-$203.2K

37,533 +50%

减持

SCHE SCHWAB STRATEGIC TR

-$194.0K

49,868 -12%

减持

PG PROCTER & GAMBLE CO

-$176.8K

4,553 -13%

减持

IWS ISHARES TR

-$164.7K

2,501 -32%

减持

VTV VANGUARD INDEX FDS

-$159.9K

60,787 -0%

减持

VV VANGUARD INDEX FDS

-$156.5K

8,473 -8%

减持

CGW INVESCO EXCH TRADED FD TR II

-$156.2K

4,502 -33%

减持

— EXXON MOBIL CORP

-$150.7K

5,749 -14%

减持

WFC WELLS FARGO & CO

-$139.7K

15 -99%

减持

EFV ISHARES TR

-$136.2K

53,313 -4%

减持

VBK VANGUARD INDEX FDS

+$131.5K

21,547 -5%

减持

MRK MERCK & CO INC

-$128.1K

4,567 -16%

减持

SCZ ISHARES TR

-$121.7K

15,090 -10%

清仓

SO SOUTHERN CO

-$121.6K

0 -100%

增持

SCHF SCHWAB STRATEGIC TR

+$120.8K

76,020 +3%

减持

IWR ISHARES TR

-$118.9K

3,948 -24%

减持

IJT ISHARES TR

-$114.7K

3,420 -21%

减持

VEA VANGUARD TAX-MANAGED FDS

-$111.1K

6,936 -21%

减持

AMZN AMAZON COM INC

+$104.6K

4,101 -6%

建仓

QSR RESTAURANT BRANDS INTL INC

+$100.6K

1,275

增持

SCHV SCHWAB STRATEGIC TR

+$87.4K

45,978 +6%

减持

VOT VANGUARD INDEX FDS

+$86.1K

46,851 -3%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$84.8K

5 -100%

增持

NEAR ISHARES U S ETF TR

+$78.7K

99,376 +2%

增持

PM PHILIP MORRIS INTL INC

-$73.1K

2,950 +0%

增持

MSFT MICROSOFT CORP

+$72.9K

3,910 +0%

增持

VNQ VANGUARD INDEX FDS

+$72.1K

11,606 +2%

减持

EFG ISHARES TR

-$70.3K

39,699 -3%

减持

VO VANGUARD INDEX FDS

-$64.8K

18,607 -3%

减持

EPD ENTERPRISE PRODS PARTNERS L

-$64.3K

2,958 -40%

减持

NEE NEXTERA ENERGY INC

-$63.8K

3,058 -21%

建仓

FDVV FIDELITY COVINGTON TRUST

+$62.7K

1,059

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$60.9K

1,748 +0%

减持

NVDA NVIDIA CORPORATION

+$60.7K

3,866 -1%

增持

BND VANGUARD BD INDEX FDS

+$60.4K

14,455 +6%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

-$59.9K

52 -93%

减持

IEMG ISHARES INC

-$58.5K

38,927 -7%

建仓

FBCG FIDELITY COVINGTON TRUST

+$58.3K

1,013

建仓

FENI FIDELITY COVINGTON TRUST

+$52.5K

1,319

清仓

AWK AMERICAN WTR WKS CO INC NEW

-$51.5K

0 -100%

减持

JNJ JOHNSON & JOHNSON

-$50.9K

5,111 -0%

减持

JUST GOLDMAN SACHS ETF TR

-$50.6K

1,880 -23%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$50.0K

43 -95%

建仓

PAYX PAYCHEX INC

+$48.6K

522

增持

ABT ABBOTT LABORATORIES

-$47.7K

3,349 +1%

减持

IJR ISHARES TR

-$46.0K

3,143 -13%

增持

IVW ISHARES TR

+$45.9K

6,364 +1%

减持

SCHC SCHWAB STRATEGIC TR

-$41.6K

2,594 -26%

增持

XLE SELECT SECTOR SPDR TR

+$39.9K

18,530 +1%

减持

IJH ISHARES TR

-$39.8K

1,626 -27%

建仓

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$36.6K

100

增持

GPC GENUINE PARTS CO

-$36.2K

1,207 +4%

减持

SCHZ SCHWAB STRATEGIC TR

-$36.0K

7,547 -17%

清仓

PFXF VANECK ETF TRUST

-$35.2K

0 -100%

增持

XLK SELECT SECTOR SPDR TR

+$35.1K

2,580 +0%

减持

IWN ISHARES TR

+$34.6K

13,245 -2%

增持

ICSH ISHARES TR

+$34.2K

17,673 +4%

减持

TJX TJX COS INC NEW

+$34.0K

9,652 -0%

建仓

— STERIS PLC

+$32.8K

145

清仓

ACLC AMERICAN CENTY ETF TR

-$31.0K

0 -100%

减持

V VISA INC

-$30.9K

624 -9%

清仓

GOVT ISHARES TR

-$30.6K

0 -100%

减持

MLPX GLOBAL X FDS

-$30.1K

3,415 -15%

清仓

HPE HEWLETT PACKARD ENTERPRISE C

-$29.8K

0 -100%

建仓

EPS WISDOMTREE TR

+$28.9K

390

增持

PEP PEPSICO INC

-$28.6K

2,220 +0%

建仓

SPYV SPDR SERIES TRUST

+$28.1K

475

增持

UL UNILEVER PLC

-$27.7K

2,440 +4%

减持

EMR EMERSON ELEC CO

-$26.5K

2,233 -1%

减持

XJH ISHARES TR

-$25.8K

548 -50%

增持

TGT TARGET CORP

+$25.7K

1,705 +0%

减持

C CITIGROUP INC

+$24.9K

2,513 -0%

减持

TFC TRUIST FINL CORP

-$21.6K

4,271 -0%

减持

GD GENERAL DYNAMICS CORP

-$21.2K

720 -0%

清仓

— BITFARMS LTD

-$20.9K

0 -100%

建仓

VKTX VIKING THERAPEUTICS INC

+$20.8K

585

清仓

MBB ISHARES TR

-$20.4K

0 -100%

增持

CI THE CIGNA GROUP

-$19.6K

1,836 +0%

减持

GOOG ALPHABET INC

+$18.8K

1,864 -1%

增持

BDX BECTON DICKINSON & CO

-$18.5K

527 +8%

减持

— IREN LIMITED

+$18.1K

3,640 -4%

建仓

GLW CORNING INC

+$16.5K

100

减持

DOC HEALTHPEAK PROPERTIES INC

-$16.4K

7,520 -13%

建仓

IRE TIDAL TRUST II

+$16.2K

637

减持

AEE AMEREN CORP

-$15.5K

2,967 -10%

建仓

SPMD SPDR SERIES TRUST

+$15.4K

240

清仓

— TIDAL TRUST II

-$15.0K

0 -100%

清仓

XEL XCEL ENERGY INC

-$14.9K

0 -100%

增持

QQQ INVESCO QQQ TR

+$14.8K

396 +0%

增持

VT VANGUARD INTL EQUITY INDEX F

+$14.6K

182 +107%

清仓

IUSG ISHARES TR

-$14.3K

0 -100%

建仓

FENY FIDELITY COVINGTON TRUST

+$14.2K

463

建仓

FTEC FIDELITY COVINGTON TRUST

+$14.2K

建仓

SCHY SCHWAB STRATEGIC TR

+$13.7K

417

减持

DOW DOW HLDGS INC

-$13.2K

3,024 -23%

增持

DUK DUKE ENERGY CORP NEW

+$13.0K

2,076 +0%

建仓

FBTC FIDELITY WISE ORIGIN BITCOIN

+$12.7K

191

清仓

QUAL ISHARES TR

-$12.6K

0 -100%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$12.5K

1,788 -2%

减持

ICF ISHARES TR

+$12.3K

13,419 -7%

减持

CCI CROWN CASTLE INC

-$11.6K

1,048 -18%

清仓

QINT AMERICAN CENTY ETF TR

-$11.5K

0 -100%

减持

OMC OMNICOM GROUP INC

+$11.3K

1,361 -0%

建仓

FNCL FIDELITY COVINGTON TRUST

+$11.0K

146

减持

D DOMINION ENERGY INC

-$10.9K

5 -97%

清仓

FCX FREEPORT-MCMORAN INC

-$10.7K

0 -100%

减持

SPIB SPDR SERIES TRUST

-$10.6K

2,500 -11%

建仓

COIN COINBASE GLOBAL INC

+$10.4K

减持

VCIT VANGUARD SCOTTSDALE FDS

-$10.2K

3 -98%

增持

FHLC FIDELITY COVINGTON TRUST

+$10.2K

395 +65%

减持

IJK ISHARES TR

-$9.8K

3,622 -7%

建仓

BSV VANGUARD BD INDEX FDS

+$9.5K

121

减持

COP CONOCOPHILLIPS

+$9.0K

1,265 -2%

清仓

KORP AMERICAN CENTY ETF TR

-$8.7K

0 -100%

清仓

VONV VANGUARD SCOTTSDALE FDS

-$8.7K

0 -100%

清仓

VALQ AMERICAN CENTY ETF TR

-$8.7K

0 -100%

清仓

IUSV ISHARES TR

-$8.6K

0 -100%

增持

SDY SPDR SERIES TRUST

-$8.4K

2,203 +0%

增持

SR SPIRE INC

+$8.2K

1,317 +1%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$8.2K

5,019 -0%

增持

HON HONEYWELL INTL INC

-$8.0K

1,090 +1%

清仓

STC STEWART INFORMATION SVCS COR

-$7.6K

0 -100%

清仓

PAYC PAYCOM SOFTWARE INC

-$7.3K

0 -100%

清仓

AHYB AMERICAN CENTY ETF TR

-$7.2K

0 -100%

减持

ECL ECOLAB INC

-$7.2K

72 -23%

清仓

QGRO AMERICAN CENTY ETF TR

-$7.1K

0 -100%

增持

VRSN VERISIGN INC

+$7.1K

107 +7%

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。