Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 127
- 較 2025 年第 1 季 +4
- 總值
- $1.60 億
- 較 2025 年第 1 季 +$630.3 萬 (+4.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 693,312 | $2,025 萬 | 12.7% | +25,800+3.9% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 695,293 | $1,924 萬 | 12.1% | +27,291+4.1% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 345,192 | $1,579 萬 | 9.9% | −2,500−0.7% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 319,044 | $626.9 萬 | 3.9% | +5,244+1.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 288,082 | $562.3 萬 | 3.5% | +7,900+2.8% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 76,882 | $489.8 萬 | 3.1% | −32,693−29.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 14,802 | $429.1 萬 | 2.7% | −1,129−7.1% | 減碼 | 歷史 |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 108,344 | $402.8 萬 | 2.5% | +37,900+53.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 54,598 | $397.6 萬 | 2.5% | +54,598 | 新進 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 130,235 | $310.0 萬 | 1.9% | +2,858+2.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,550 | $276.1 萬 | 1.7% | −300−5.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,150 | $250.2 萬 | 1.6% | −548−9.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,973 | $226.1 萬 | 1.4% | −1,383−6.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,458 | $221.0 萬 | 1.4% | +358+3.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,841 | $215.2 萬 | 1.3% | −96−1.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,763 | $170.3 萬 | 1.1% | +257+3.4% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 293 | $169.6 萬 | 1.1% | −18−5.8% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,321 | $158.0 萬 | 1.0% | −395−2.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,164 | $147.0 萬 | 0.9% | +580+8.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 39,872 | $142.3 萬 | 0.9% | +1,300+3.4% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 14,929 | $126.6 萬 | 0.8% | −3,811−20.3% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 13,505 | $123.0 萬 | 0.8% | −840−5.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,440 | $122.1 萬 | 0.8% | −395−10.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 7,721 | $122.0 萬 | 0.8% | +145+1.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,098 | $116.0 萬 | 0.7% | −2,200−21.4% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 17,138 | $115.2 萬 | 0.7% | +1,255+7.9% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 9,492 | $114.9 萬 | 0.7% | −235−2.4% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 17,247 | $105.5 萬 | 0.7% | −429−2.4% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,596 | $104.9 萬 | 0.7% | −72−2.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 10,688 | $95.9 萬 | 0.6% | +282+2.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,992 | $95.0 萬 | 0.6% | −112−2.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 35,361 | $93.7 萬 | 0.6% | −9,784−21.7% | 減碼 | – |
| BFSTBusiness First Bancshares, Inc. | COM | 37,782 | $93.1 萬 | 0.6% | +106+0.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 19,473 | $92.1 萬 | 0.6% | −968−4.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 4,993 | $91.4 萬 | 0.6% | +2,115+73.5% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,232 | $90.3 萬 | 0.6% | −21−1.7% | 減碼 | 歷史 |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 39,390 | $89.8 萬 | 0.6% | −17,899−31.2% | 減碼 | – |
| MDTMedtronic plc | Stock | 9,615 | $83.8 萬 | 0.5% | −723−7.0% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 46,084 | $83.6 萬 | 0.5% | +1,618+3.6% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,127 | $82.7 萬 | 0.5% | −17−0.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,568 | $79.2 萬 | 0.5% | −34−0.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,000 | $72.7 萬 | 0.5% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 16,960 | $72.0 萬 | 0.5% | −1,384−7.5% | 減碼 | – |
| CATCaterpillar Inc | Stock | 1,815 | $70.5 萬 | 0.4% | −3−0.2% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,098 | $68.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 8,586 | $68.1 萬 | 0.4% | −47−0.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,930 | $67.7 萬 | 0.4% | −8−0.2% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 13,950 | $67.4 萬 | 0.4% | −239−1.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 29,442 | $66.8 萬 | 0.4% | +840+2.9% | 加碼 | – |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 20,230 | $65.6 萬 | 0.4% | −4,858−19.4% | 減碼 | – |
| EBAYeBay Inc | COM | 8,492 | $63.2 萬 | 0.4% | −8,129−48.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,145 | $62.2 萬 | 0.4% | +122+11.9% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 14,509 | $61.2 萬 | 0.4% | −53,103−78.5% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 25,258 | $58.9 萬 | 0.4% | +815+3.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 11,345 | $58.1 萬 | 0.4% | +11,345 | 新進 | – |
| DEDeere & Co | Stock | 1,079 | $54.9 萬 | 0.3% | +5+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,889 | $53.6 萬 | 0.3% | −56−1.9% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 5,448 | $53.3 萬 | 0.3% | −10.0% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 7,266 | $52.3 萬 | 0.3% | +848+13.2% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,268 | $51.4 萬 | 0.3% | +31+1.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 23,005 | $50.7 萬 | 0.3% | +869+3.9% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,693 | $50.3 萬 | 0.3% | +193+5.5% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,223 | $43.3 萬 | 0.3% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 757 | $42.5 萬 | 0.3% | −111−12.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,867 | $41.9 萬 | 0.3% | −106−3.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,121 | $41.2 萬 | 0.3% | +335+12.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 556 | $41.0 萬 | 0.3% | +2+0.4% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 4,619 | $41.0 萬 | 0.3% | −111−2.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,290 | $41.0 萬 | 0.3% | +45+3.6% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 8,830 | $40.0 萬 | 0.3% | −1,618−15.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 505 | $39.4 萬 | 0.2% | +3+0.6% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,291 | $39.3 萬 | 0.2% | −419−8.9% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,329 | $39.3 萬 | 0.2% | −430−11.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 15,913 | $36.7 萬 | 0.2% | +823+5.5% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,281 | $35.8 萬 | 0.2% | −364−22.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 6,212 | $35.3 萬 | 0.2% | +371+6.4% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,249 | $35.2 萬 | 0.2% | −102−7.5% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,231 | $35.0 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 2,755 | $34.2 萬 | 0.2% | −456−14.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 3,057 | $33.1 萬 | 0.2% | −11−0.4% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 1,186 | $33.1 萬 | 0.2% | +1,186 | 新進 | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 12,703 | $32.4 萬 | 0.2% | −25,753−67.0% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,218 | $32.4 萬 | 0.2% | −6,500−66.9% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 10,400 | $32.1 萬 | 0.2% | −21,319−67.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,798 | $31.7 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 3,622 | $30.1 萬 | 0.2% | −1,280−26.1% | 減碼 | 歷史 |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $29.1 萬 | 0.2% | 00.0% | 不變 | – |
| LAMRLamar Advertising Co | REIT | 2,393 | $29.0 萬 | 0.2% | −480−16.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,822 | $29.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,543 | $28.8 萬 | 0.2% | −48−1.9% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,475 | $28.4 萬 | 0.2% | +26+1.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,526 | $28.0 萬 | 0.2% | −70−1.9% | 減碼 | – |
| KLACKLA Corp | COM NEW | 309 | $27.7 萬 | 0.2% | −1−0.3% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,027 | $27.4 萬 | 0.2% | +290+39.3% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 844 | $27.2 萬 | 0.2% | +844 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 965 | $26.3 萬 | 0.2% | +7+0.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 599 | $26.3 萬 | 0.2% | +31+5.5% | 加碼 | – |
| IQVIQVIA Holdings Inc. | Stock | 1,664 | $26.2 萬 | 0.2% | −908−35.3% | 減碼 | 歷史 |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $25.4 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 12,092 | $25.0 萬 | 0.2% | +2,100+21.0% | 加碼 | – |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,751 | $38.9 萬 | 0.3% | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,141 | $26.0 萬 | 0.2% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,192 | $25.9 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 490 | $25.7 萬 | 0.2% | 歷史 |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 11,236 | $23.8 萬 | 0.2% | – |
| VZVerizon Communications Inc | Stock | 4,985 | $22.6 萬 | 0.1% | 歷史 |
| ETF Calvert US Mid-Cap Core61774R403 | CALVERT US MDCP | 3,969 | $22.5 萬 | 0.1% | – |
| GSKGSK plc | ADR | 5,384 | $20.9 萬 | 0.1% | 歷史 |