Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 127
- 較 2025 年第 2 季 0
- 總值
- $1.73 億
- 較 2025 年第 2 季 +$1,304 萬 (+8.2%)
| 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 | 722,280 | $2,305 萬 | 13.4% | +28,968+4.2% | 加碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 735,542 | $2,141 萬 | 12.4% | +40,249+5.8% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 355,052 | $1,642 萬 | 9.5% | +9,860+2.9% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 327,618 | $645.7 萬 | 3.7% | +8,574+2.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 297,252 | $581.4 萬 | 3.4% | +9,170+3.2% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 79,255 | $542.6 萬 | 3.1% | +2,373+3.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 14,558 | $459.2 萬 | 2.7% | −244−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 40,496 | $456.6 萬 | 2.6% | +19,523+93.1% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 113,801 | $440.2 萬 | 2.6% | +5,457+5.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 57,368 | $421.5 萬 | 2.4% | +2,770+5.1% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 134,426 | $321.8 萬 | 1.9% | +4,191+3.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,156 | $309.5 萬 | 1.8% | +1,006+19.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,537 | $305.3 萬 | 1.8% | +79+0.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,182 | $268.4 萬 | 1.6% | −368−6.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,878 | $216.9 萬 | 1.3% | +2,115+27.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,900 | $175.7 萬 | 1.0% | −264−3.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 17,249 | $164.7 萬 | 1.0% | −72−0.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,160 | $152.2 萬 | 0.9% | +439+5.7% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 280 | $151.2 萬 | 0.9% | −13−4.4% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 13,242 | $144.3 萬 | 0.8% | −263−1.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,910 | $138.1 萬 | 0.8% | −4,931−50.1% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 9,821 | $125.9 萬 | 0.7% | +329+3.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,022 | $124.6 萬 | 0.7% | −76−0.9% | 減碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,594 | $122.6 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 13,484 | $120.5 萬 | 0.7% | −1,445−9.7% | 減碼 | – |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 26,145 | $118.7 萬 | 0.7% | +11,636+80.2% | 加碼 | – |
| VVisa Inc. | Stock | 3,383 | $115.5 萬 | 0.7% | −57−1.7% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 21,058 | $113.7 萬 | 0.7% | +9,713+85.6% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 5,104 | $104.5 萬 | 0.6% | +111+2.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 20,068 | $103.5 萬 | 0.6% | +595+3.1% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 17,360 | $102.9 萬 | 0.6% | +113+0.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,062 | $99.8 萬 | 0.6% | +70+1.8% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 31,072 | $97.6 萬 | 0.6% | −8,800−22.1% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 1,223 | $94.5 萬 | 0.5% | −9−0.7% | 減碼 | 歷史 |
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 39,403 | $90.9 萬 | 0.5% | +130.0% | 加碼 | – |
| COPConocoPhillips | Stock | 9,569 | $90.5 萬 | 0.5% | −1,119−10.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,471 | $90.2 萬 | 0.5% | −144−1.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,572 | $89.8 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| BFSTBusiness First Bancshares, Inc. | COM | 37,583 | $88.7 萬 | 0.5% | −199−0.5% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 4,448 | $83.3 萬 | 0.5% | +518+13.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 48,066 | $82.5 萬 | 0.5% | +1,982+4.3% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,721 | $82.1 萬 | 0.5% | −94−5.2% | 減碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 9,917 | $80.9 萬 | 0.5% | +2,651+36.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,000 | $75.9 萬 | 0.4% | 00.0% | 不變 | – |
| EPDEnterprise Products Partners L.P. | Stock | 22,598 | $70.7 萬 | 0.4% | +500+2.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,840 | $70.0 萬 | 0.4% | +147+4.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 25,449 | $69.5 萬 | 0.4% | −9,912−28.0% | 減碼 | – |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 19,743 | $68.7 萬 | 0.4% | −487−2.4% | 減碼 | – |
| SNYSanofi | SPONSORED ADR | 14,357 | $67.8 萬 | 0.4% | +407+2.9% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 29,591 | $67.3 萬 | 0.4% | +149+0.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,777 | $64.3 萬 | 0.4% | −112−3.9% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 8,586 | $64.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,969 | $63.6 萬 | 0.4% | −158−7.4% | 減碼 | 歷史 |
| KMXCarMax Inc | COM | 13,994 | $62.8 萬 | 0.4% | −3,144−18.3% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 25,404 | $59.5 萬 | 0.3% | +146+0.6% | 加碼 | – |
| WMTWalmart Inc. | Stock | 5,464 | $56.3 萬 | 0.3% | +16+0.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,250 | $55.6 萬 | 0.3% | −40−3.1% | 減碼 | 歷史 |
| EBAYeBay Inc | COM | 6,057 | $55.1 萬 | 0.3% | −2,435−28.7% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,204 | $53.8 萬 | 0.3% | +59+5.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 11,910 | $52.4 萬 | 0.3% | −5,050−29.8% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,850 | $51.7 萬 | 0.3% | −418−18.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 23,154 | $51.1 萬 | 0.3% | +149+0.6% | 加碼 | – |
| OKLOOklo Inc. | COM CL A | 4,425 | $49.4 萬 | 0.3% | +310+7.5% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,079 | $49.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 2,831 | $47.4 萬 | 0.3% | −36−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,878 | $45.7 萬 | 0.3% | +80+4.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,223 | $43.9 萬 | 0.3% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 752 | $42.8 萬 | 0.2% | −5−0.7% | 減碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 4,152 | $42.0 萬 | 0.2% | −467−10.1% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 2,350 | $42.0 萬 | 0.2% | −193−7.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 566 | $41.6 萬 | 0.2% | +10+1.8% | 加碼 | 歷史 |
| ENBEnbridge Inc | Stock | 8,018 | $40.5 萬 | 0.2% | −812−9.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 3,225 | $39.9 萬 | 0.2% | −104−3.1% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,186 | $38.7 萬 | 0.2% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,704 | $38.0 萬 | 0.2% | −417−13.4% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 16,061 | $37.0 萬 | 0.2% | +148+0.9% | 加碼 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,231 | $36.2 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 440 | $33.6 萬 | 0.2% | −65−12.9% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 309 | $33.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 3,574 | $33.3 萬 | 0.2% | −48−1.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,907 | $33.1 萬 | 0.2% | −384−8.9% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,141 | $32.2 萬 | 0.2% | −140−10.9% | 減碼 | 歷史 |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $31.8 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 2,709 | $31.0 萬 | 0.2% | −46−1.7% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,476 | $30.9 萬 | 0.2% | +1+0.1% | 加碼 | – |
| TLNTalen Energy Corp | COM | 712 | $30.3 萬 | 0.2% | +712 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,217 | $29.8 萬 | 0.2% | −995−16.0% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,073 | $29.3 萬 | 0.2% | −176−14.1% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 599 | $28.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,526 | $28.2 萬 | 0.2% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 846 | $27.8 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,080 | $26.7 萬 | 0.2% | +53+5.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,120 | $26.5 萬 | 0.2% | +155+16.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,725 | $26.5 萬 | 0.2% | −97−5.3% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,623 | $26.4 萬 | 0.2% | −595−18.5% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 738 | $26.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 10,206 | $26.1 萬 | 0.2% | −2,497−19.7% | 減碼 | – |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R770 | ST STR R1K YLD | 2,285 | $25.9 萬 | 0.1% | −772−25.3% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 8,366 | $25.8 萬 | 0.1% | −2,034−19.6% | 減碼 | – |
2025 年第 2 季之後清倉（5 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IQVIQVIA Holdings Inc. | Stock | 1,664 | $26.2 萬 | 0.2% | 歷史 |
| KOCoca Cola Co | Stock | 3,481 | $24.6 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 630 | $24.4 萬 | 0.2% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,278 | $23.0 萬 | 0.1% | 歷史 |
| PFEPfizer Inc | Stock | 8,615 | $20.9 萬 | 0.1% | 歷史 |