Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/9 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 126
- 較 2025 年第 4 季 +3
- 總值
- $1.83 億
- 較 2025 年第 4 季 +$524.9 萬 (+3.0%)
| 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 | 656,026 | $2,001 萬 | 11.0% | −107,742−14.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 641,955 | $1,870 萬 | 10.2% | −79,966−11.1% | 減碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 395,588 | $1,805 萬 | 9.9% | +33,171+9.2% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 97,026 | $748.2 萬 | 4.1% | +97,026 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 380,685 | $747.1 萬 | 4.1% | +41,177+12.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 352,881 | $689.2 萬 | 3.8% | +38,320+12.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 38,796 | $658.2 萬 | 3.6% | −1,099−2.8% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 204,629 | $595.1 萬 | 3.3% | +8,686+4.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 69,920 | $511.4 萬 | 2.8% | +8,627+14.1% | 加碼 | – |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 128,484 | $467.8 萬 | 2.6% | +7,819+6.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,438 | $365.9 萬 | 2.0% | −1,139−8.4% | 減碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 152,560 | $355.8 萬 | 1.9% | +12,210+8.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,290 | $301.4 萬 | 1.7% | +140+2.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,610 | $275.7 萬 | 1.5% | −743−7.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,779 | $245.3 萬 | 1.3% | +2,437+26.1% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 47,658 | $217.1 萬 | 1.2% | +10,466+28.1% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 39,297 | $215.5 萬 | 1.2% | +8,476+27.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 5,635 | $208.6 萬 | 1.1% | +672+13.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,762 | $171.6 萬 | 0.9% | +132+2.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,556 | $150.9 萬 | 0.8% | +3,313+16.4% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 354 | $149.0 萬 | 0.8% | +78+28.3% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 11,169 | $147.4 萬 | 0.8% | +224+2.0% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 15,646 | $147.0 萬 | 0.8% | −860−5.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,373 | $146.0 萬 | 0.8% | +382+4.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,986 | $140.7 萬 | 0.8% | −2−0.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,683 | $126.7 萬 | 0.7% | +203+1.0% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,630 | $124.1 萬 | 0.7% | −409−10.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 43,143 | $123.9 萬 | 0.7% | +2,694+6.7% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,415 | $117.2 萬 | 0.6% | −35−1.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,485 | $106.0 萬 | 0.6% | −84−1.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,086 | $105.2 萬 | 0.6% | +149+3.0% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 6,683 | $105.1 萬 | 0.6% | +2,215+49.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,466 | $104.8 萬 | 0.6% | +467+15.6% | 加碼 | 歷史 |
| BFSTBusiness First Bancshares, Inc. | COM | 37,583 | $101.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 50,386 | $97.2 萬 | 0.5% | −1,000−1.9% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 8,059 | $95.6 萬 | 0.5% | −2,838−26.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,359 | $93.5 萬 | 0.5% | +1,140+21.8% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,935 | $93.4 萬 | 0.5% | −796−21.3% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 6,073 | $92.8 萬 | 0.5% | −3,436−36.1% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 15,984 | $91.1 萬 | 0.5% | +100+0.6% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,741 | $86.1 萬 | 0.5% | +143+0.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,526 | $86.0 萬 | 0.5% | −1−0.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,827 | $85.2 萬 | 0.5% | +239+2.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,862 | $83.8 萬 | 0.5% | +916+47.1% | 加碼 | 歷史 |
| OMCOmnicom Group Inc. | COM | 11,120 | $83.7 萬 | 0.5% | +981+9.7% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 17,376 | $83.7 萬 | 0.5% | +1,293+8.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,510 | $80.9 萬 | 0.4% | +85+1.3% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 834 | $72.2 萬 | 0.4% | −280−25.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,750 | $72.0 萬 | 0.4% | −250−6.3% | 減碼 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 8,586 | $67.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 29,385 | $65.7 萬 | 0.4% | −235−0.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,046 | $58.8 萬 | 0.3% | +191+10.3% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 25,239 | $58.5 萬 | 0.3% | −188−0.7% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 18,910 | $58.0 萬 | 0.3% | −2,987−13.6% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,237 | $57.0 萬 | 0.3% | +34+2.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,714 | $54.3 萬 | 0.3% | −7−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,467 | $53.7 萬 | 0.3% | −99−3.9% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,632 | $52.7 萬 | 0.3% | +1,632 | 新進 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,361 | $52.6 萬 | 0.3% | +953+17.6% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 1,500 | $51.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,379 | $51.3 萬 | 0.3% | +185+15.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 22,260 | $48.3 萬 | 0.3% | −236−1.0% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,428 | $48.3 萬 | 0.3% | −247−14.7% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,250 | $47.9 萬 | 0.3% | +7+0.6% | 加碼 | – |
| RTXRTX Corp | Stock | 2,337 | $45.1 萬 | 0.2% | −162−6.5% | 減碼 | 歷史 |
| AMRZAmrize Ltd | SHS | 8,042 | $45.1 萬 | 0.2% | +8,042 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 298 | $43.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,777 | $43.1 萬 | 0.2% | +90+3.3% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 4,050 | $42.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 9,168 | $41.7 萬 | 0.2% | −1,208−11.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 830 | $40.8 萬 | 0.2% | +830 | 新進 | 歷史 |
| ENBEnbridge Inc | Stock | 7,366 | $39.9 萬 | 0.2% | −21−0.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 433 | $39.8 萬 | 0.2% | +2+0.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 1,986 | $39.4 萬 | 0.2% | +1,986 | 新進 | 歷史 |
| Strategy Shs86280R787 | EVENTIDE US MRKT | 14,743 | $38.6 萬 | 0.2% | +2,993+25.5% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,037 | $36.5 萬 | 0.2% | −31−2.9% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 17,698 | $36.1 萬 | 0.2% | +17,698 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 19,338 | $36.1 萬 | 0.2% | +19,338 | 新進 | – |
| FDXFedEx Corp | Stock | 998 | $35.5 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,704 | $35.4 萬 | 0.2% | −70−2.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 20,479 | $34.2 萬 | 0.2% | +20,479 | 新進 | – |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $33.9 萬 | 0.2% | 00.0% | 不變 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,445 | $33.7 萬 | 0.2% | +1,445 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,131 | $32.7 萬 | 0.2% | +605+17.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 571 | $32.7 萬 | 0.2% | +2+0.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,579 | $32.5 萬 | 0.2% | +632+5.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 738 | $31.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,500 | $30.9 萬 | 0.2% | +24+1.6% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 698 | $30.5 萬 | 0.2% | +30+4.5% | 加碼 | – |
| WDSWoodside Energy Group Ltd | ADR | 12,371 | $29.5 萬 | 0.2% | +812+7.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 566 | $28.3 萬 | 0.2% | −84−12.9% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,122 | $28.0 萬 | 0.2% | −112−3.5% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 8,872 | $27.5 萬 | 0.2% | +282+3.3% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 12,675 | $26.7 萬 | 0.1% | +2,388+23.2% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,295 | $26.3 萬 | 0.1% | +80+6.6% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 778 | $26.3 萬 | 0.1% | +778 | 新進 | 歷史 |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,766 | $26.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,405 | $25.9 萬 | 0.1% | +21+1.5% | 加碼 | – |
| ETREntergy Corp | COM | 2,301 | $25.9 萬 | 0.1% | −92−3.8% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Unified Ser Tr90470L519 | ONEA CORE BD ETF | 43,820 | $100.9 萬 | 0.6% | – |
| KMXCarMax Inc | COM | 22,295 | $86.1 萬 | 0.5% | 歷史 |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 17,386 | $61.6 萬 | 0.3% | – |
| EBAYeBay Inc | COM | 5,513 | $48.0 萬 | 0.3% | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,585 | $25.9 萬 | 0.1% | – |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 10,074 | $25.7 萬 | 0.1% | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 8,242 | $25.3 萬 | 0.1% | – |
| COFCapital One Financial Corp | Stock | 963 | $23.3 萬 | 0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,197 | $20.5 萬 | 0.1% | 歷史 |