Merrion Investment Management Co, LLC
Cranford NJ · SEC CIK 0001383782
$1.86亿2026Q1 申报市值
109持仓数
43.3%前十大占比 · 第一大 6.8%
2 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ECHO 加仓+$200.13万
TDW 新建仓+$82.80万
NMM 加仓+$75.34万
RIG 新建仓+$61.33万
GLD 加仓+$21.51万
2026Q1 卖出最多 按季末市值估算
CCJ 减仓-$719.00万
ORLA MNG LTD NEW 清仓-$74.62万
LIN 清仓-$43.36万
COST 减仓-$39.86万
SAP 清仓-$36.44万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CNQ | CANADIAN NAT RES LTD MED TER | $383.99万 | 2.06% | 78,800 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $404.37万 | 2.17% | 109,260 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $432.40万 | 2.32% | 110,900 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $482.01万 | 2.59% | 5,522 | -40 | -0.7% | -$3.49万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $490.56万 | 2.64% | 10,237 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $491.01万 | 2.64% | 5,804 | 250 | 4.5% | $21.15万 | 加仓 |
| GLW | CORNING INC | $562.24万 | 3.02% | 41,350 | -150 | -0.4% | -$2.04万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $563.80万 | 3.03% | 22,500 | 0 | 0.0% | — | 不变 |
| NMM | NAVIOS MARITIME PARTNERS LP | $590.21万 | 3.17% | 87,465 | 11,165 | 14.6% | $75.34万 | 加仓 |
| ECHO | ECHOSTAR CORP | $780.91万 | 4.20% | 66,705 | 17,095 | 34.5% | $200.13万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $820.01万 | 4.41% | 198,695 | -1,000 | -0.5% | -$4.13万 | 减仓 |
| CCJ | CAMECO CORP | $880.83万 | 4.73% | 81,100 | -66,200 | -44.9% | -$719.00万 | 减仓 |
| AAPL | APPLE INC | $959.25万 | 5.16% | 37,797 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,132.36万 | 6.09% | 64,925 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $1,267.12万 | 6.81% | 44,172 | 0 | 0.0% | — | 不变 |