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 |
|---|---|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,683 | $126.7 萬 | 0.7% | +203+1.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 1,986 | $140.7 萬 | 0.8% | −2−0.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,373 | $146.0 萬 | 0.8% | +382+4.8% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 15,646 | $147.0 萬 | 0.8% | −860−5.2% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 11,169 | $147.4 萬 | 0.8% | +224+2.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 354 | $149.0 萬 | 0.8% | +78+28.3% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,556 | $150.9 萬 | 0.8% | +3,313+16.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,762 | $171.6 萬 | 0.9% | +132+2.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,635 | $208.6 萬 | 1.1% | +672+13.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 39,297 | $215.5 萬 | 1.2% | +8,476+27.5% | 加碼 | – |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 47,658 | $217.1 萬 | 1.2% | +10,466+28.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 11,779 | $245.3 萬 | 1.3% | +2,437+26.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 9,610 | $275.7 萬 | 1.5% | −743−7.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,290 | $301.4 萬 | 1.7% | +140+2.3% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 152,560 | $355.8 萬 | 1.9% | +12,210+8.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 12,438 | $365.9 萬 | 2.0% | −1,139−8.4% | 減碼 | 歷史 |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 128,484 | $467.8 萬 | 2.6% | +7,819+6.5% | 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 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 204,629 | $595.1 萬 | 3.3% | +8,686+4.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 38,796 | $658.2 萬 | 3.6% | −1,099−2.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 352,881 | $689.2 萬 | 3.8% | +38,320+12.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 380,685 | $747.1 萬 | 4.1% | +41,177+12.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 97,026 | $748.2 萬 | 4.1% | +97,026 | 新進 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 395,588 | $1,805 萬 | 9.9% | +33,171+9.2% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 641,955 | $1,870 萬 | 10.2% | −79,966−11.1% | 減碼 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 656,026 | $2,001 萬 | 11.0% | −107,742−14.1% | 減碼 | – |
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 |