MERIDIAN INVESTMENT COUNSEL INC.
LAFAYETTE CA · SEC CIK 0001427351
$4.66亿2026Q2 申报市值
250持仓数
26.2%前十大占比 · 第一大 8.2%
13 / 4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
ALAB 新建仓+$224.85万
BAC 加仓+$176.50万
HONA 新建仓+$109.55万
FDXF 新建仓+$88.56万
CVX 加仓+$73.81万
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$211.42万
BRK/A 减仓-$149.77万
DD 减仓-$149.65万
MGM 减仓-$121.20万
BRK/B 减仓-$107.18万
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 |
|---|---|---|---|---|---|---|---|---|
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -14,109 | -100.0% | -$60.75万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -16,315 | -100.0% | -$57.33万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,366 | -100.0% | -$26.39万 | 清仓 |
| PEO | ADAM NAT RES FD INC | $0 | 0.00% | 0 | -7,779 | -100.0% | -$21.63万 | 清仓 |
| — | PENNANTPARK INVT CORP | $4.93万 | 0.01% | 14,200 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $7.33万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $14.11万 | 0.03% | 12,838 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $14.66万 | 0.03% | 11,100 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.17万 | 0.04% | 2,277 | 2,277 | — | $20.17万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.31万 | 0.04% | 7,015 | 7,015 | — | $20.31万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $20.35万 | 0.04% | 5,757 | -3,340 | -36.7% | -$11.81万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.47万 | 0.04% | 3,909 | 3,909 | — | $20.47万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.65万 | 0.04% | 3,584 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $20.68万 | 0.04% | 290 | 290 | — | $20.68万 | 新建仓 |
| TJX | TJX COS INC NEW | $20.79万 | 0.04% | 1,372 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $20.94万 | 0.04% | 2,700 | 200 | 8.0% | $1.55万 | 加仓 |
| KLAC | KLA CORP | $21.12万 | 0.05% | 700 | 700 | — | $21.12万 | 新建仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $21.88万 | 0.05% | 17,476 | -2,090 | -10.7% | -$2.62万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $22.00万 | 0.05% | 2,868 | 275 | 10.6% | $2.11万 | 加仓 |
| ADI | ANALOG DEVICES INC | $22.20万 | 0.05% | 559 | 559 | — | $22.20万 | 新建仓 |
| KVUE | KENVUE INC | $22.25万 | 0.05% | 11,643 | -1,400 | -10.7% | -$2.68万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.63万 | 0.05% | 7,690 | -52 | -0.7% | -$1,530 | 重新持有 |
| EWG | ISHARES INC | $22.81万 | 0.05% | 5,514 | -400 | -6.8% | -$1.65万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $22.85万 | 0.05% | 670 | 670 | — | $22.85万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $22.92万 | 0.05% | 3,075 | -50 | -1.6% | -$3,727 | 减仓 |
| MA | MASTERCARD INCORPORATED | $23.21万 | 0.05% | 452 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.42万 | 0.05% | 4,911 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $23.46万 | 0.05% | 2,725 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $23.49万 | 0.05% | 6,501 | 6,501 | — | $23.49万 | 新建仓 |
| PRCH | PORCH GROUP INC | $23.56万 | 0.05% | 15,667 | 15,667 | — | $23.56万 | 新建仓 |
| PNR | PENTAIR PLC | $23.97万 | 0.05% | 3,127 | -114 | -3.5% | -$8,739 | 减仓 |
| EQT | EQT CORP | $24.00万 | 0.05% | 4,514 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.27万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $25.27万 | 0.05% | 4,184 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW | $25.41万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.77万 | 0.06% | 751 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $26.31万 | 0.06% | 3,054 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.92万 | 0.06% | 640 | 121 | 23.3% | $5.09万 | 重新持有 |
| DB | DEUTSCHE BK AG | $27.01万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $27.13万 | 0.06% | 1,142 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $27.17万 | 0.06% | 776 | -12 | -1.5% | -$4,201 | 减仓 |
| MMM | 3M CO | $27.20万 | 0.06% | 1,680 | 60 | 3.7% | $9,715 | 加仓 |
| MTUM | ISHARES TR | $27.22万 | 0.06% | 794 | -247 | -23.7% | -$8.47万 | 重新持有 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.57万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $27.61万 | 0.06% | 1,015 | 130 | 14.7% | $3.54万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $28.36万 | 0.06% | 895 | -75 | -7.7% | -$2.38万 | 减仓 |
| DES | WISDOMTREE TR | $28.48万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $29.34万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $29.44万 | 0.06% | 3,059 | 170 | 5.9% | $1.64万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.88万 | 0.07% | 4,825 | -612 | -11.3% | -$3.92万 | 减仓 |
| IWF | ISHARES TR | $31.29万 | 0.07% | 2,520 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $31.68万 | 0.07% | 3,284 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $31.72万 | 0.07% | 33,500 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.80万 | 0.07% | 3,592 | -1,100 | -23.4% | -$9.74万 | 减仓 |
| ENB | ENBRIDGE INC | $32.14万 | 0.07% | 5,929 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $32.44万 | 0.07% | 6,005 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.86万 | 0.07% | 3,621 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $33.08万 | 0.07% | 10,637 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $33.39万 | 0.07% | 1,532 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $33.58万 | 0.07% | 6,650 | -3,500 | -34.5% | -$17.67万 | 减仓 |
| TY | TRI CONTL CORP | $33.58万 | 0.07% | 9,755 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $34.16万 | 0.07% | 2,014 | -300 | -13.0% | -$5.09万 | 减仓 |
| OI | O-I GLASS INC | $35.73万 | 0.08% | 37,100 | -5,000 | -11.9% | -$4.82万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $35.81万 | 0.08% | 75,700 | -11,250 | -12.9% | -$5.32万 | 减仓 |
| IWR | ISHARES TR | $36.13万 | 0.08% | 3,275 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $36.39万 | 0.08% | 3,802 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $36.42万 | 0.08% | 342 | -50 | -12.8% | -$5.32万 | 减仓 |
| HSY | HERSHEY CO | $36.84万 | 0.08% | 2,100 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $36.85万 | 0.08% | 3,816 | 700 | 22.5% | $6.76万 | 加仓 |
| BPOP | POPULAR INC | $36.94万 | 0.08% | 2,250 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $37.06万 | 0.08% | 4,948 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $37.14万 | 0.08% | 5,650 | -250 | -4.2% | -$1.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $37.74万 | 0.08% | 3,693 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $38.87万 | 0.08% | 38,558 | -555 | -1.4% | -$5,594 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $39.28万 | 0.08% | 4,073 | 375 | 10.1% | $3.62万 | 加仓 |
| MCD | MCDONALDS CORP | $40.71万 | 0.09% | 1,506 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $40.82万 | 0.09% | 2,400 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $40.89万 | 0.09% | 7,070 | -500 | -6.6% | -$2.89万 | 减仓 |
| ETR | ENTERGY CORP NEW | $41.35万 | 0.09% | 3,600 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $43.42万 | 0.09% | 3,201 | -11,033 | -77.5% | -$149.65万 | 减仓 |
| BLK | BLACKROCK INC | $44.23万 | 0.09% | 460 | -224 | -32.7% | -$21.54万 | 减仓 |
| EFA | ISHARES TR | $44.91万 | 0.10% | 4,323 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $44.96万 | 0.10% | 4,096 | -150 | -3.5% | -$1.65万 | 减仓 |
| CRM | SALESFORCE INC | $45.51万 | 0.10% | 2,905 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $46.47万 | 0.10% | 4,470 | -123 | -2.7% | -$1.28万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $46.74万 | 0.10% | 11,311 | 11,311 | — | $46.74万 | 新建仓 |
| CTVA | CORTEVA INC | $47.30万 | 0.10% | 5,585 | -1,166 | -17.3% | -$9.87万 | 减仓 |
| PEP | PEPSICO INC | $47.46万 | 0.10% | 3,505 | -257 | -6.8% | -$3.48万 | 减仓 |
| CET | CENTRAL SECS CORP | $48.12万 | 0.10% | 9,175 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $48.66万 | 0.10% | 3,365 | 165 | 5.2% | $2.39万 | 加仓 |
| VOX | VANGUARD WORLD FD | $48.99万 | 0.11% | 2,663 | -50 | -1.8% | -$9,198 | 减仓 |
| AMAT | APPLIED MATLS INC | $49.45万 | 0.11% | 684 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $50.41万 | 0.11% | 3,923 | 130 | 3.4% | $1.67万 | 加仓 |
| IBB | ISHARES TR | $52.00万 | 0.11% | 2,734 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $52.90万 | 0.11% | 2,624 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $53.04万 | 0.11% | 4,190 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $53.31万 | 0.11% | 1,251 | -50 | -3.8% | -$2.13万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $54.10万 | 0.12% | 11,994 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $54.30万 | 0.12% | 19,681 | -600 | -3.0% | -$1.66万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $55.48万 | 0.12% | 47,950 | 7,250 | 17.8% | $8.39万 | 加仓 |