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 |
|---|---|---|---|---|---|---|---|---|
| WCN | WASTE CONNECTIONS INC | $24.37万 | 0.13% | 1,500 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $24.34万 | 0.13% | 6,500 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $23.90万 | 0.13% | 2,000 | -1,000 | -33.3% | -$11.95万 | 减仓 |
| NRG | NRG ENERGY INC | $23.89万 | 0.13% | 1,635 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $22.88万 | 0.12% | 1,250 | 250 | 25.0% | $4.58万 | 加仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $21.64万 | 0.12% | 20,000 | 0 | 0.0% | — | 不变 |
| — | MERCER INTL INC | $21.30万 | 0.11% | 150,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $20.79万 | 0.11% | 2,890 | 100 | 3.6% | $7,193 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $20.31万 | 0.11% | 566 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $0 | 0.00% | 0 | -55,400 | -100.0% | -$74.62万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -1,017 | -100.0% | -$43.36万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -1,500 | -100.0% | -$36.44万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$30.83万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | -5,280 | -100.0% | -$22.86万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$14.94万 | 清仓 |