Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/7 申報。只含多頭部位。
- 持股檔數
- 117
- 2024 年第 3 季沒有申報
- 總值
- $1.40 億
- 2024 年第 3 季沒有申報
Meriwether Wealth & Planning, LLC 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 578,486 | $1,612 萬 | 11.5% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 549,971 | $1,434 萬 | 10.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 312,070 | $1,400 萬 | 10.0% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 114,000 | $1,031 萬 | 7.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 91,272 | $594.0 萬 | 4.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,383 | $368.7 萬 | 2.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,216 | $281.8 萬 | 2.0% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 111,391 | $261.4 萬 | 1.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 20,979 | $225.7 萬 | 1.6% | – | – | 歷史 |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 58,321 | $225.2 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,103 | $215.1 萬 | 1.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,291 | $215.0 萬 | 1.5% | – | – | 歷史 |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 56,249 | $196.5 萬 | 1.4% | – | – | – |
| ORCLOracle Corp | Stock | 11,125 | $185.4 萬 | 1.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,705 | $169.0 萬 | 1.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,750 | $169.0 萬 | 1.2% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 329 | $163.5 萬 | 1.2% | – | – | 歷史 |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 71,205 | $160.1 萬 | 1.1% | – | – | – |
| CVXChevron Corp | Stock | 10,295 | $149.1 萬 | 1.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,689 | $148.2 萬 | 1.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,108 | $120.8 萬 | 0.9% | – | – | – |
| CMCSAComcast Corp | Stock | 31,711 | $119.0 萬 | 0.8% | – | – | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 46,231 | $117.7 萬 | 0.8% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 15,856 | $117.4 萬 | 0.8% | – | – | 歷史 |
| KMXCarMax Inc | COM | 13,890 | $113.6 萬 | 0.8% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,689 | $111.2 萬 | 0.8% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 36,020 | $110.7 萬 | 0.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,012 | $110.5 萬 | 0.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 8,015 | $107.6 萬 | 0.8% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 4,018 | $99.2 萬 | 0.7% | – | – | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 12,815 | $98.5 萬 | 0.7% | – | – | 歷史 |
| BFSTBusiness First Bancshares, Inc. | COM | 37,642 | $96.7 萬 | 0.7% | – | – | 歷史 |
| EBAYeBay Inc | COM | 15,206 | $94.2 萬 | 0.7% | – | – | 歷史 |
| COPConocoPhillips | Stock | 9,071 | $90.0 萬 | 0.6% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 15,528 | $88.0 萬 | 0.6% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 44,166 | $86.5 萬 | 0.6% | – | – | 歷史 |
| NVSNovartis AG | ADR | 8,432 | $82.1 萬 | 0.6% | – | – | 歷史 |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 27,130 | $80.4 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,249 | $80.0 萬 | 0.6% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 3,026 | $79.7 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 17,573 | $77.2 萬 | 0.5% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,386 | $76.8 萬 | 0.5% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,518 | $74.7 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 8,981 | $71.7 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,000 | $70.1 萬 | 0.5% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 22,178 | $69.6 萬 | 0.5% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,812 | $65.7 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 15,157 | $65.5 萬 | 0.5% | – | – | – |
| MCKMcKesson Corp | Stock | 1,113 | $63.4 萬 | 0.5% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 8,634 | $62.5 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,603 | $59.7 萬 | 0.4% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,604 | $59.2 萬 | 0.4% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 12,172 | $58.7 萬 | 0.4% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,029 | $53.7 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,940 | $52.2 萬 | 0.4% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,568 | $50.5 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 8,218 | $49.6 萬 | 0.4% | – | – | – |
| OMCOmnicom Group Inc. | COM | 5,461 | $47.0 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 867 | $45.7 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,074 | $45.5 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,264 | $44.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,493 | $44.1 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 1,601 | $41.7 萬 | 0.3% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 9,833 | $41.7 萬 | 0.3% | – | – | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 4,738 | $41.3 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,509 | $41.1 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 3,641 | $39.2 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 16,693 | $38.9 萬 | 0.3% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,295 | $37.6 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 480 | $37.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 16,178 | $36.2 萬 | 0.3% | – | – | – |
| DISWalt Disney Co | Stock | 3,192 | $35.5 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 868 | $35.1 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,284 | $34.7 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,011 | $33.7 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,776 | $33.6 萬 | 0.2% | – | – | 歷史 |
| ETREntergy Corp | COM | 4,417 | $33.5 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,156 | $32.5 萬 | 0.2% | – | – | 歷史 |
| LAMRLamar Advertising Co | REIT | 2,619 | $31.9 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,752 | $31.8 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 949 | $31.7 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 536 | $31.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,231 | $31.2 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 696 | $30.9 萬 | 0.2% | – | – | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 18,923 | $29.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 683 | $28.0 萬 | 0.2% | – | – | – |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 13,193 | $27.9 萬 | 0.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,429 | $27.1 萬 | 0.2% | – | – | – |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $27.0 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 2,460 | $26.8 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 11,544 | $26.6 萬 | 0.2% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 3,501 | $26.5 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,602 | $26.5 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 522 | $26.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,032 | $25.9 萬 | 0.2% | – | – | – |
| ETF Calvert US Mid-Cap Core61774R403 | CALVERT US MDCP | 4,326 | $25.7 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 279 | $25.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 11,556 | $25.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,526 | $24.7 萬 | 0.2% | – | – | – |
| EIXEdison International | Stock | 2,999 | $23.9 萬 | 0.2% | – | – | 歷史 |