Meriwether Wealth & Planning, LLC 13F 持仓 · 2026年Q2
Meriwether Wealth & Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 122 只证券，申报市值合计 2.02 亿美元。前几大持仓：SCHV（11.58%）、SCHG（11.02%）、FBND（9.09%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $23.4M | 11.58% | 671,004 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $22.2M | 11.02% | 656,757 | 增持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $18.3M | 9.09% | 402,883 | 增持 |
| 4 | VXUS | VANGUARD STAR FDS | $11.6M | 5.76% | 135,861 | 增持 |
| 5 | DYNF | BLACKROCK ETF TRUST | $8.3M | 4.12% | 122,334 | 新建仓 |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | $7.6M | 3.75% | 385,428 | 增持 |
| 7 | SCHA | SCHWAB STRATEGIC TR | $7.2M | 3.58% | 199,923 | 减持 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $7.0M | 3.49% | 345,990 | 增持 |
| 9 | XOM | EXXON MOBIL CORP | $5.3M | 2.63% | 38,833 | 增持 |
| 10 | JPM | JPMORGAN CHASE & CO | $4.1M | 2.03% | 12,539 | 增持 |
| 11 | SPHY | SPDR SERIES TRUST | $3.6M | 1.81% | 155,345 | 增持 |
| 12 | GOOG | ALPHABET INC | $3.3M | 1.65% | 9,427 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.2M | 1.59% | 6,394 | 增持 |
| 14 | SEIM | SEI EXCHANGE TRADED FUNDS | $3.1M | 1.54% | 55,153 | 增持 |
| 15 | AMZN | AMAZON COM INC | $2.9M | 1.44% | 12,207 | 增持 |
| 16 | IDMO | INVESCO EXCH TRADED FD TR II | $2.8M | 1.38% | 46,140 | 增持 |
| 17 | AMAT | APPLIED MATLS INC | $2.4M | 1.17% | 3,258 | 减持 |
| 18 | MSFT | MICROSOFT CORP | $2.2M | 1.07% | 5,809 | 增持 |
| 19 | CAT | CATERPILLAR INC | $2.1M | 1.05% | 1,986 | 持平 |
| 20 | AAPL | APPLE INC | $2.1M | 1.02% | 7,105 | 增持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $1.9M | 0.95% | 26,805 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $1.7M | 0.85% | 8,528 | 增持 |
| 23 | BKNG | BOOKING HOLDINGS INC | $1.7M | 0.84% | 9,453 | 增持 |
| 24 | SCHW | SCHWAB CHARLES CORP | $1.5M | 0.72% | 15,830 | 增持 |
| 25 | GD | GENERAL DYNAMICS CORP | $1.2M | 0.60% | 3,443 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR