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 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | $23.88万 | 0.11% | 1,635 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.65万 | 0.11% | 814 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.33万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $22.89万 | 0.11% | 6,500 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $20.85万 | 0.10% | 2,890 | 0 | 0.0% | — | 不变 |
| — | MERCER INTL INC | $9.90万 | 0.05% | 150,000 | 0 | 0.0% | — | 不变 |
| — | 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 |