Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/21 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 123
- 較 2024 年第 4 季 +6
- 總值
- $1.53 億
- 較 2024 年第 4 季 +$1,281 萬 (+9.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 668,002 | $1,776 萬 | 11.6% | +118,031+21.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 667,512 | $1,671 萬 | 10.9% | +89,026+15.4% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 347,692 | $1,587 萬 | 10.4% | +35,622+11.4% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 109,575 | $654.7 萬 | 4.3% | +18,303+20.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 313,800 | $614.7 萬 | 4.0% | +313,800 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 280,182 | $545.8 萬 | 3.6% | +280,182 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 15,931 | $390.8 萬 | 2.5% | +548+3.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,698 | $303.5 萬 | 2.0% | −518−8.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 127,377 | $298.3 萬 | 1.9% | +15,986+14.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 22,356 | $265.9 萬 | 1.7% | +1,377+6.6% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 70,444 | $246.0 萬 | 1.6% | +14,195+25.2% | 加碼 | – |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 67,612 | $243.8 萬 | 1.6% | +9,291+15.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,850 | $219.6 萬 | 1.4% | +747+14.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,100 | $189.0 萬 | 1.2% | +809+7.2% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 18,740 | $175.1 萬 | 1.1% | +4,632+32.8% | 加碼 | – |
| CVXChevron Corp | Stock | 10,298 | $172.3 萬 | 1.1% | +30.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,584 | $146.3 萬 | 1.0% | −166−2.5% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 311 | $143.3 萬 | 0.9% | −18−5.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,506 | $142.8 萬 | 0.9% | −199−2.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 38,572 | $142.3 萬 | 0.9% | +6,861+21.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,937 | $138.9 萬 | 0.9% | −1,188−10.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,716 | $138.7 萬 | 0.9% | +1,860+11.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,835 | $134.4 萬 | 0.9% | −854−18.2% | 減碼 | 歷史 |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 57,289 | $130.5 萬 | 0.9% | −13,916−19.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,145 | $126.2 萬 | 0.8% | +4,456+11.0% | 加碼 | – |
| KMXCarMax Inc | COM | 15,883 | $123.8 萬 | 0.8% | +1,993+14.3% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 14,345 | $120.3 萬 | 0.8% | +1,530+11.9% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 16,621 | $112.6 萬 | 0.7% | +1,415+9.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 10,406 | $109.3 萬 | 0.7% | +1,335+14.7% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 9,727 | $108.4 萬 | 0.7% | +1,295+15.4% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 17,676 | $105.3 萬 | 0.7% | +2,148+13.8% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,668 | $100.0 萬 | 0.7% | +642+21.2% | 加碼 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 38,456 | $98.3 萬 | 0.6% | −7,775−16.8% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,718 | $97.8 萬 | 0.6% | −1,294−11.8% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 31,719 | $97.8 萬 | 0.6% | −4,301−11.9% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 2,144 | $93.3 萬 | 0.6% | +540+33.7% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,338 | $92.9 萬 | 0.6% | +1,357+15.1% | 加碼 | 歷史 |
| BFSTBusiness First Bancshares, Inc. | COM | 37,676 | $91.7 萬 | 0.6% | +34+0.1% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,938 | $90.2 萬 | 0.6% | +552+16.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 20,441 | $85.3 萬 | 0.6% | +2,868+16.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,253 | $84.3 萬 | 0.6% | +140+12.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,602 | $84.0 萬 | 0.5% | −416−10.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,104 | $82.8 萬 | 0.5% | +586+16.7% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 44,466 | $82.7 萬 | 0.5% | +300+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,576 | $82.1 萬 | 0.5% | −439−5.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 18,344 | $81.2 萬 | 0.5% | +3,187+21.0% | 加碼 | – |
| SNYSanofi | SPONSORED ADR | 14,189 | $78.7 萬 | 0.5% | +2,017+16.6% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,098 | $75.4 萬 | 0.5% | −80−0.4% | 減碼 | 歷史 |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 25,088 | $71.7 萬 | 0.5% | −2,042−7.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,000 | $69.3 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 28,602 | $64.1 萬 | 0.4% | +12,424+76.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,945 | $61.7 萬 | 0.4% | +5+0.2% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 8,633 | $60.6 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,818 | $60.0 萬 | 0.4% | +6+0.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 24,443 | $56.7 萬 | 0.4% | +7,750+46.4% | 加碼 | – |
| OMCOmnicom Group Inc. | COM | 6,418 | $53.2 萬 | 0.3% | +957+17.5% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,645 | $51.3 萬 | 0.3% | +44+2.7% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,023 | $50.7 萬 | 0.3% | −6−0.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,074 | $50.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 22,136 | $47.9 萬 | 0.3% | +10,580+91.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 5,449 | $47.8 萬 | 0.3% | −1,154−17.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 868 | $47.6 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 10,448 | $46.3 萬 | 0.3% | +615+6.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,710 | $46.2 萬 | 0.3% | +201+4.5% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,759 | $45.8 萬 | 0.3% | +118+3.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 2,572 | $45.3 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,223 | $42.7 萬 | 0.3% | −270−4.9% | 減碼 | – |
| ETREntergy Corp | COM | 4,902 | $41.9 萬 | 0.3% | +485+11.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,786 | $41.8 萬 | 0.3% | +502+22.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,878 | $41.8 萬 | 0.3% | +2,878 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 502 | $41.5 萬 | 0.3% | +22+4.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,351 | $39.8 萬 | 0.3% | +56+4.3% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 4,730 | $39.6 萬 | 0.3% | −8−0.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,973 | $39.4 萬 | 0.3% | +221+8.0% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,751 | $38.9 萬 | 0.3% | +1,751 | 新進 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,237 | $37.1 萬 | 0.2% | −27−1.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 15,090 | $34.8 萬 | 0.2% | +3,546+30.7% | 加碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,591 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 3,068 | $33.5 萬 | 0.2% | +608+24.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,841 | $33.4 萬 | 0.2% | +1,239+26.9% | 加碼 | – |
| LAMRLamar Advertising Co | REIT | 2,873 | $32.7 萬 | 0.2% | +254+9.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,245 | $32.3 萬 | 0.2% | +377+43.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 554 | $31.9 萬 | 0.2% | +18+3.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 3,211 | $31.7 萬 | 0.2% | +19+0.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,820 | $31.0 萬 | 0.2% | −191−9.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,231 | $30.1 萬 | 0.2% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,178 | $29.9 萬 | 0.2% | +338+8.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,500 | $29.5 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,596 | $28.4 萬 | 0.2% | −6,653−64.9% | 減碼 | – |
| FDXFedEx Corp | Stock | 1,162 | $28.3 萬 | 0.2% | +6+0.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,793 | $27.7 萬 | 0.2% | +17+1.0% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $26.5 萬 | 0.2% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 683 | $26.2 萬 | 0.2% | −13−1.9% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,141 | $26.0 萬 | 0.2% | −16−1.4% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,192 | $25.9 萬 | 0.2% | +1,192 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 958 | $25.7 萬 | 0.2% | +9+0.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 490 | $25.7 萬 | 0.2% | −32−6.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,449 | $25.0 萬 | 0.2% | +20+1.4% | 加碼 | – |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $24.8 萬 | 0.2% | 00.0% | 不變 | – |
| GPCGenuine Parts Co | Stock | 2,072 | $24.7 萬 | 0.2% | +197+10.5% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 114,000 | $1,031 萬 | 7.3% | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 8,218 | $49.6 萬 | 0.4% | – |
| EIXEdison International | Stock | 2,999 | $23.9 萬 | 0.2% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,241 | $20.7 萬 | 0.1% | 歷史 |
| ADSKAutodesk, Inc. | COM | 693 | $20.5 萬 | 0.1% | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 21,640 | $6.56 萬 | <0.1% | 歷史 |