Merrion Investment Management Co, LLC
Cranford NJ · SEC CIK 0001383782
$2.11亿2026Q2 申报市值
106持仓数
44.5%前十大占比 · 第一大 7.4%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GSAT 加仓+$418.64万
NVO 新建仓+$93.80万
LLY 加仓+$53.97万
NEM 新建仓+$47.49万
ASML 新建仓+$39.99万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$264.56万
JEF 减仓-$253.90万
HONEYWELL INTL I 清仓-$76.94万
VRTX 清仓-$55.82万
MRSH 清仓-$35.23万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,404 | -100.0% | -$76.94万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$55.82万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -2,031 | -100.0% | -$35.23万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -350 | -100.0% | -$30.32万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$24.37万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$23.90万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$22.88万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$21.64万 | 清仓 |
| — | MERCER INTL INC | $9.90万 | 0.05% | 150,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $20.85万 | 0.10% | 2,890 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $22.89万 | 0.11% | 6,500 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.33万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.65万 | 0.11% | 814 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $23.88万 | 0.11% | 1,635 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $28.02万 | 0.13% | 566 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $28.61万 | 0.14% | 382 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $29.49万 | 0.14% | 2,011 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $30.23万 | 0.14% | 49,800 | 300 | 0.6% | $1,821 | 加仓 |
| PFF | ISHARES TR | $30.49万 | 0.14% | 10,000 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $32.60万 | 0.15% | 2,080 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $33.05万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $33.08万 | 0.16% | 2,000 | 2,000 | — | $33.08万 | 新建仓 |
| V | VISA INC | $34.31万 | 0.16% | 1,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $34.54万 | 0.16% | 3,935 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.39万 | 0.18% | 3,037 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $37.43万 | 0.18% | 7,000 | 1,000 | 16.7% | $5.35万 | 加仓 |
| IBB | ISHARES TR | $38.04万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $38.52万 | 0.18% | 750 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $39.12万 | 0.19% | 4,500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.27万 | 0.19% | 1,620 | 1,620 | — | $39.27万 | 新建仓 |
| ASML | ASML HLDG NV | $39.99万 | 0.19% | 201 | 201 | — | $39.99万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $42.82万 | 0.20% | 1,266 | -150 | -10.6% | -$5.07万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $42.92万 | 0.20% | 25,000 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.28万 | 0.22% | 2,175 | -250 | -10.3% | -$5.32万 | 减仓 |
| NEM | NEWMONT CORP | $47.49万 | 0.22% | 5,085 | 5,085 | — | $47.49万 | 新建仓 |
| PSX | PHILLIPS 66 | $48.18万 | 0.23% | 2,850 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $48.58万 | 0.23% | 1,155 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $49.23万 | 0.23% | 1,225 | 0 | 0.0% | — | 不变 |
| MYRG | MYR GROUP INC | $50.04万 | 0.24% | 1,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $51.71万 | 0.24% | 2,100 | -125 | -5.6% | -$3.08万 | 减仓 |
| MS | MORGAN STANLEY | $52.26万 | 0.25% | 2,500 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $53.70万 | 0.25% | 1,483 | -285 | -16.1% | -$10.32万 | 减仓 |
| WMT | WALMART INC | $56.63万 | 0.27% | 5,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $57.60万 | 0.27% | 800 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $57.67万 | 0.27% | 1,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $57.75万 | 0.27% | 2,650 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $57.95万 | 0.27% | 2,600 | 500 | 23.8% | $11.14万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $59.75万 | 0.28% | 2,500 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $60.60万 | 0.29% | 2,500 | 500 | 25.0% | $12.12万 | 加仓 |
| META | META PLATFORMS INC | $61.96万 | 0.29% | 1,100 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $64.12万 | 0.30% | 7,900 | -1,250 | -13.7% | -$10.14万 | 减仓 |
| MPLX | MPLX LP | $64.92万 | 0.31% | 11,525 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $66.03万 | 0.31% | 9,910 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $66.13万 | 0.31% | 1,875 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $69.21万 | 0.33% | 5,850 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $71.75万 | 0.34% | 36,200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $72.29万 | 0.34% | 4,361 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $73.46万 | 0.35% | 2,154 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $74.08万 | 0.35% | 10,375 | -225 | -2.1% | -$1.61万 | 减仓 |
| TECK | TECK RESOURCES LTD | $78.21万 | 0.37% | 13,154 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $79.61万 | 0.38% | 162,800 | 70,300 | 76.0% | $34.38万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.50万 | 0.40% | 22,714 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $85.19万 | 0.40% | 4,610 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $86.57万 | 0.41% | 2,350 | 350 | 17.5% | $12.89万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $89.46万 | 0.42% | 4,000 | 1,000 | 33.3% | $22.36万 | 加仓 |
| NVO | NOVO-NORDISK A S | $93.80万 | 0.44% | 19,565 | 19,565 | — | $93.80万 | 新建仓 |
| WMB | WILLIAMS COS INC | $94.41万 | 0.45% | 12,700 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $94.70万 | 0.45% | 2,771 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $102.90万 | 0.49% | 1,100 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $105.45万 | 0.50% | 19,000 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $110.90万 | 0.52% | 58,000 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $111.90万 | 0.53% | 30,000 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $112.13万 | 0.53% | 1,750 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $114.78万 | 0.54% | 5,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $115.05万 | 0.54% | 2,975 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $122.16万 | 0.58% | 30,000 | 2,500 | 9.1% | $10.18万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $126.74万 | 0.60% | 3,872 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $133.57万 | 0.63% | 9,770 | -650 | -6.2% | -$8.89万 | 减仓 |
| DG | DOLLAR GEN CORP | $135.31万 | 0.64% | 11,755 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $138.44万 | 0.66% | 1,300 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $138.82万 | 0.66% | 88,029 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $142.68万 | 0.68% | 7,330 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $147.53万 | 0.70% | 6,190 | 190 | 3.2% | $4.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $149.86万 | 0.71% | 2,035 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $171.38万 | 0.81% | 6,900 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $174.72万 | 0.83% | 4,675 | 500 | 12.0% | $18.69万 | 加仓 |
| ABBV | ABBVIE INC | $176.15万 | 0.83% | 7,000 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $181.85万 | 0.86% | 24,400 | -1,000 | -3.9% | -$7.45万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $182.28万 | 0.86% | 876 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $185.91万 | 0.88% | 1,550 | 450 | 40.9% | $53.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $225.12万 | 1.07% | 8,864 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $229.97万 | 1.09% | 6,165 | -15 | -0.2% | -$5,595 | 减仓 |
| ORCL | ORACLE CORP | $240.34万 | 1.14% | 16,400 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $270.45万 | 1.28% | 90,240 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $311.26万 | 1.47% | 78,800 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $338.29万 | 1.60% | 4,530 | -67 | -1.5% | -$5.00万 | 减仓 |
| HAL | HALLIBURTON CO | $376.51万 | 1.78% | 110,900 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $399.33万 | 1.89% | 15,619 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $428.59万 | 2.03% | 3,713 | -2,292 | -38.2% | -$264.56万 | 减仓 |
| NVEC | NVE CORP | $452.34万 | 2.14% | 43,265 | 565 | 1.3% | $5.91万 | 加仓 |