Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- 最新申報
- 2026/7/8
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/8 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 122
- 較 2026 年第 1 季 −4
- 總值
- $2.02 億
- 較 2026 年第 1 季 +$1,914 萬 (+10.5%)
| 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 | 671,004 | $2,336 萬 | 11.6% | +14,978+2.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 656,757 | $2,222 萬 | 11.0% | +14,802+2.3% | 加碼 | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 402,883 | $1,833 萬 | 9.1% | +7,295+1.8% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 135,861 | $1,161 萬 | 5.8% | +38,835+40.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 122,334 | $832.0 萬 | 4.1% | +122,334 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 385,428 | $756.0 萬 | 3.7% | +4,743+1.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 199,923 | $722.3 萬 | 3.6% | −4,706−2.3% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 345,990 | $704.6 萬 | 3.5% | +328,292+1,855.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 38,833 | $530.9 萬 | 2.6% | +37+0.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,539 | $410.4 萬 | 2.0% | +101+0.8% | 加碼 | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 155,345 | $364.1 萬 | 1.8% | +2,785+1.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,427 | $333.1 萬 | 1.7% | −183−1.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,394 | $319.9 萬 | 1.6% | +104+1.7% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A205 | QIM US LARGE CAP | 55,153 | $309.7 萬 | 1.5% | +7,495+15.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,207 | $290.9 萬 | 1.4% | +428+3.6% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 46,140 | $278.2 萬 | 1.4% | +6,843+17.4% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 3,258 | $235.6 萬 | 1.2% | −372−10.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,809 | $216.7 萬 | 1.1% | +174+3.1% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,986 | $211.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 7,105 | $205.6 萬 | 1.0% | +343+5.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 26,805 | $191.0 萬 | 0.9% | +3,249+13.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 8,528 | $170.6 萬 | 0.8% | +155+1.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 9,453 | $168.5 萬 | 0.8% | +603+6.8% | 加碼依 25 比 1 拆股換算 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 15,830 | $146.1 萬 | 0.7% | +184+1.2% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,443 | $122.0 萬 | 0.6% | +28+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,412 | $117.1 萬 | 0.6% | −54−1.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 11,230 | $116.7 萬 | 0.6% | +61+0.5% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 8,020 | $116.0 萬 | 0.6% | −39−0.5% | 減碼 | 歷史 |
| BFSTBusiness First Bancshares, Inc. | COM | 37,186 | $114.3 萬 | 0.6% | −397−1.1% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 1,728 | $113.3 萬 | 0.6% | +478+38.2% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,147 | $107.0 萬 | 0.5% | −536−2.6% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 7,069 | $107.0 萬 | 0.5% | +386+5.8% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,679 | $103.6 萬 | 0.5% | −183−6.4% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,601 | $103.3 萬 | 0.5% | −334−11.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,057 | $102.6 萬 | 0.5% | +2,547+39.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 41,304 | $101.4 萬 | 0.5% | −1,839−4.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 16,521 | $99.3 萬 | 0.5% | +537+3.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,475 | $98.7 萬 | 0.5% | −10−0.2% | 減碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 51,011 | $97.5 萬 | 0.5% | +625+1.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 12,444 | $97.3 萬 | 0.5% | +2,617+26.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,523 | $96.6 萬 | 0.5% | −3−0.2% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 6,134 | $96.1 萬 | 0.5% | +61+1.0% | 加碼 | 歷史 |
| KLACKLA Corp | COM NEW | 2,983 | $90.0 萬 | 0.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| MUMicron Technology Inc | Stock | 757 | $87.4 萬 | 0.4% | −21−2.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,919 | $86.7 萬 | 0.4% | −440−6.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,067 | $84.0 萬 | 0.4% | −19−0.4% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 22,741 | $83.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OMCOmnicom Group Inc. | COM | 11,193 | $81.5 萬 | 0.4% | +73+0.7% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A874 | HIGH YIELD BOND | 31,945 | $80.4 萬 | 0.4% | +31,945 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,750 | $79.8 萬 | 0.4% | 00.0% | 不變 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 8,586 | $74.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,241 | $72.1 萬 | 0.4% | −54−4.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,995 | $71.3 萬 | 0.4% | −51−2.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,402 | $67.0 萬 | 0.3% | −26−1.8% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 29,385 | $65.7 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 836 | $63.2 萬 | 0.3% | +2+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,464 | $61.6 萬 | 0.3% | +85+6.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,438 | $61.3 萬 | 0.3% | −29−1.2% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 19,041 | $60.4 萬 | 0.3% | +131+0.7% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 25,239 | $57.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,747 | $55.8 萬 | 0.3% | +386+6.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 425 | $51.0 萬 | 0.3% | −8−1.8% | 減碼 | 歷史 |
| AONAon plc | CL A | 1,501 | $49.8 萬 | 0.2% | −131−8.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 4,012 | $49.4 萬 | 0.2% | +4,012 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,235 | $49.1 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 22,260 | $48.4 萬 | 0.2% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 3,904 | $45.5 萬 | 0.2% | +190+5.1% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,606 | $44.9 萬 | 0.2% | +1,620+81.6% | 加碼 | 歷史 |
| Strategy Shs86280R787 | EVENTIDE US MRKT | 14,579 | $44.7 萬 | 0.2% | −164−1.1% | 減碼 | – |
| RTXRTX Corp | Stock | 2,320 | $44.0 萬 | 0.2% | −17−0.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 9,221 | $44.0 萬 | 0.2% | +53+0.6% | 加碼 | – |
| TYLTyler Technologies Inc | COM | 1,500 | $43.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 4,050 | $41.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 825 | $41.4 萬 | 0.2% | −5−0.6% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,012 | $40.6 萬 | 0.2% | +2,140+24.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 20,566 | $40.2 萬 | 0.2% | −332,315−94.2% | 減碼 | – |
| ENBEnbridge Inc | Stock | 7,296 | $39.6 萬 | 0.2% | −70−1.0% | 減碼 | 歷史 |
| SEI Exchange Traded Funds81589A304 | QIM US LARGE VAL | 8,167 | $39.2 萬 | 0.2% | 00.0% | 不變 | – |
| AMRZAmrize Ltd | SHS | 7,306 | $38.9 萬 | 0.2% | −736−9.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,026 | $37.2 萬 | 0.2% | −11−1.1% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,507 | $37.1 萬 | 0.2% | +7+0.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,277 | $36.8 萬 | 0.2% | +89+2.1% | 加碼依 6 比 1 拆股換算 | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 19,268 | $35.8 萬 | 0.2% | −70−0.4% | 減碼 | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,451 | $34.4 萬 | 0.2% | +6+0.4% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 20,411 | $34.0 萬 | 0.2% | −68−0.3% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,496 | $33.8 萬 | 0.2% | −281−10.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,131 | $32.6 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 575 | $32.4 萬 | 0.2% | +4+0.7% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 996 | $31.2 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 2,616 | $30.7 萬 | 0.2% | −42−1.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 807 | $30.5 萬 | 0.2% | −26−3.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,514 | $29.9 萬 | 0.1% | +109+7.8% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 2,265 | $28.7 萬 | 0.1% | −439−16.2% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 20,405 | $28.4 萬 | 0.1% | +2,067+11.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 738 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 902 | $26.9 萬 | 0.1% | +902 | 新進 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 12,675 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 8,100 | $26.5 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 511 | $26.2 萬 | 0.1% | −55−9.7% | 減碼 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 13,474 | $26.0 萬 | 0.1% | +1,103+8.9% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 128,484 | $467.8 萬 | 2.6% | – |
| SNYSanofi | SPONSORED ADR | 17,376 | $83.7 萬 | 0.5% | 歷史 |
| SBUXStarbucks Corp | Stock | 3,122 | $28.0 萬 | 0.2% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,766 | $26.2 萬 | 0.1% | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,400 | $25.0 萬 | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,993 | $25.0 萬 | 0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 1,893 | $24.0 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,459 | $22.8 萬 | 0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,239 | $21.1 萬 | 0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,106 | $20.6 萬 | 0.1% | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,408 | $20.6 萬 | 0.1% | 歷史 |