MERIDIAN INVESTMENT COUNSEL INC.
LAFAYETTE CA · SEC CIK 0001427351
$4.20亿2026Q1 申报市值
237持仓数
25.9%前十大占比 · 第一大 6.8%
10 / 8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
CRWD 新建仓+$227.37万
NOW 新建仓+$192.50万
COF 加仓+$183.05万
MU 加仓+$135.10万
Q 加仓+$105.39万
2026Q1 卖出最多 按季末市值估算
DUPONT DE NEMOUR 减仓-$127.41万
TEGNA INC 清仓-$87.57万
SLB 减仓-$69.38万
QCOM 减仓-$47.46万
BRK/B 减仓-$38.24万
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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $56.53万 | 0.13% | 428 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $57.19万 | 0.14% | 2,100 | -10 | -0.5% | -$2,723 | 减仓 |
| — | COTERRA ENERGY INC | $57.33万 | 0.14% | 16,315 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $58.42万 | 0.14% | 3,762 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $58.52万 | 0.14% | 2,880 | -400 | -12.2% | -$8.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $60.63万 | 0.14% | 4,593 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $60.75万 | 0.14% | 14,109 | -1,640 | -10.4% | -$7.06万 | 减仓 |
| EWT | ISHARES INC | $61.52万 | 0.15% | 8,674 | -1,300 | -13.0% | -$9.22万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $61.75万 | 0.15% | 23,275 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $62.17万 | 0.15% | 11,850 | -150 | -1.2% | -$7,869 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $62.59万 | 0.15% | 8,799 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $64.38万 | 0.15% | 4,457 | -4 | -0.1% | -$578 | 减仓 |
| — | DUPONT DE NEMOURS INC | $65.19万 | 0.16% | 14,234 | -27,818 | -66.2% | -$127.41万 | 减仓 |
| BLK | BLACKROCK INC | $65.78万 | 0.16% | 684 | 2 | 0.3% | $1,923 | 加仓 |
| SLB | SLB LIMITED | $66.04万 | 0.16% | 12,850 | -13,500 | -51.2% | -$69.38万 | 减仓 |
| CVS | CVS HEALTH CORP | $66.04万 | 0.16% | 9,195 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $66.94万 | 0.16% | 9,675 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $67.30万 | 0.16% | 9,966 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $68.52万 | 0.16% | 2,751 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $70.58万 | 0.17% | 5,242 | 1,052 | 25.1% | $14.17万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $70.92万 | 0.17% | 5,416 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $73.46万 | 0.17% | 26,750 | -602 | -2.2% | -$1.65万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $73.96万 | 0.18% | 96,433 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $74.66万 | 0.18% | 6,500 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $77.37万 | 0.18% | 6,979 | -50 | -0.7% | -$5,543 | 减仓 |
| VTI | VANGUARD INDEX FDS | $78.34万 | 0.19% | 2,442 | -20 | -0.8% | -$6,416 | 减仓 |
| ARCC | ARES CAPITAL CORP | $82.60万 | 0.20% | 45,840 | 2,400 | 5.5% | $4.32万 | 加仓 |
| EMR | EMERSON ELEC CO | $83.77万 | 0.20% | 6,394 | 150 | 2.4% | $1.97万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $85.93万 | 0.20% | 13,220 | -1,100 | -7.7% | -$7.15万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $87.20万 | 0.21% | 10,735 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $88.09万 | 0.21% | 6,648 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $88.89万 | 0.21% | 2,269 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $89.12万 | 0.21% | 62,275 | 21,400 | 52.4% | $30.62万 | 加仓 |
| KO | COCA COLA CO | $91.26万 | 0.22% | 12,000 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $91.66万 | 0.22% | 72,400 | 8,265 | 12.9% | $10.46万 | 加仓 |
| VDC | VANGUARD WORLD FD | $92.94万 | 0.22% | 4,138 | -25 | -0.6% | -$5,615 | 减仓 |
| NEM | NEWMONT CORP | $93.22万 | 0.22% | 8,612 | -2,190 | -20.3% | -$23.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $95.66万 | 0.23% | 960 | 21 | 2.2% | $2.09万 | 加仓 |
| TPR | TAPESTRY INC | $96.04万 | 0.23% | 6,806 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $97.37万 | 0.23% | 5,355 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $107.10万 | 0.26% | 10,644 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $108.80万 | 0.26% | 22,949 | -4,625 | -16.8% | -$21.93万 | 减仓 |
| IXJ | ISHARES TR | $109.47万 | 0.26% | 11,703 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $110.43万 | 0.26% | 6,710 | -25 | -0.4% | -$4,114 | 减仓 |
| T | AT&T INC | $113.18万 | 0.27% | 39,042 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $117.22万 | 0.28% | 5,688 | -25 | -0.4% | -$5,152 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $117.65万 | 0.28% | 21,766 | 26 | 0.1% | $1,405 | 加仓 |
| AXON | AXON ENTERPRISE INC | $118.02万 | 0.28% | 2,779 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $119.57万 | 0.28% | 6,234 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $122.21万 | 0.29% | 22,907 | 175 | 0.8% | $9,336 | 加仓 |
| AMZN | AMAZON COM INC | $125.50万 | 0.30% | 6,026 | 65 | 1.1% | $1.35万 | 加仓 |
| RTX | RTX CORPORATION | $126.23万 | 0.30% | 6,544 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $127.95万 | 0.30% | 13,942 | 1,002 | 7.7% | $9.20万 | 加仓 |
| WY | WEYERHAEUSER CO | $132.38万 | 0.32% | 54,189 | -300 | -0.6% | -$7,329 | 减仓 |
| MTG | MGIC INVT CORP WIS | $138.86万 | 0.33% | 52,900 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $139.40万 | 0.33% | 23,715 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $139.81万 | 0.33% | 15,053 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $143.29万 | 0.34% | 32,470 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $146.37万 | 0.35% | 39,550 | -1,100 | -2.7% | -$4.07万 | 减仓 |
| GPC | GENUINE PARTS CO | $148.22万 | 0.35% | 14,016 | -400 | -2.8% | -$4.23万 | 减仓 |
| ARCB | ARCBEST CORP | $149.85万 | 0.36% | 15,235 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $154.23万 | 0.37% | 54,925 | -8,578 | -13.5% | -$24.09万 | 减仓 |
| IJR | ISHARES TR | $155.61万 | 0.37% | 12,518 | 250 | 2.0% | $3.11万 | 加仓 |
| NUE | NUCOR CORP | $157.60万 | 0.38% | 9,320 | -432 | -4.4% | -$7.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $159.21万 | 0.38% | 24,845 | -100 | -0.4% | -$6,408 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $161.71万 | 0.39% | 33,049 | 4,995 | 17.8% | $24.44万 | 加仓 |
| VB | VANGUARD INDEX FDS | $173.16万 | 0.41% | 6,611 | 214 | 3.3% | $5.61万 | 加仓 |
| DGT | SPDR SERIES TRUST | $173.29万 | 0.41% | 10,221 | -100 | -1.0% | -$1.70万 | 减仓 |
| EG | EVEREST GROUP LTD | $175.03万 | 0.42% | 5,355 | 50 | 0.9% | $1.63万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $177.47万 | 0.42% | 28,970 | -100 | -0.3% | -$6,126 | 减仓 |
| — | EXXON MOBIL CORP | $184.67万 | 0.44% | 10,885 | -503 | -4.4% | -$8.53万 | 减仓 |
| GOOGL | ALPHABET INC | $186.20万 | 0.44% | 6,475 | 286 | 4.6% | $8.22万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $191.92万 | 0.46% | 61,929 | -6,145 | -9.0% | -$19.04万 | 减仓 |
| NOW | SERVICENOW INC | $192.50万 | 0.46% | 18,412 | 18,412 | — | $192.50万 | 新建仓 |
| WFC | WELLS FARGO & CO | $192.52万 | 0.46% | 24,183 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $192.69万 | 0.46% | 3,225 | 43 | 1.4% | $2.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $194.06万 | 0.46% | 38,658 | -1,860 | -4.6% | -$9.34万 | 减仓 |
| QQQ | INVESCO QQQ TR | $198.90万 | 0.47% | 3,446 | -500 | -12.7% | -$28.86万 | 减仓 |
| VGT | VANGUARD WORLD FD | $205.34万 | 0.49% | 2,943 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $207.23万 | 0.49% | 4,180 | 310 | 8.0% | $15.37万 | 加仓 |
| — | HONEYWELL INTL INC | $208.63万 | 0.50% | 9,230 | 55 | 0.6% | $1.24万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $214.06万 | 0.51% | 74,560 | -587 | -0.8% | -$1.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $214.71万 | 0.51% | 8,858 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $215.15万 | 0.51% | 27,902 | 3,670 | 15.1% | $28.30万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $224.34万 | 0.53% | 17,115 | -75 | -0.4% | -$9,831 | 减仓 |
| GOOG | ALPHABET INC | $224.84万 | 0.54% | 7,838 | 333 | 4.4% | $9.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $227.28万 | 0.54% | 13,032 | 514 | 4.1% | $8.96万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $227.37万 | 0.54% | 5,824 | 5,824 | — | $227.37万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $228.40万 | 0.54% | 70,428 | 2,245 | 3.3% | $7.28万 | 加仓 |
| NVO | NOVO-NORDISK A S | $228.56万 | 0.54% | 62,192 | -60 | -0.1% | -$2,205 | 减仓 |
| XES | SPDR SERIES TRUST | $230.04万 | 0.55% | 19,775 | 2,855 | 16.9% | $33.21万 | 加仓 |
| CB | CHUBB LTD SWITZ | $234.15万 | 0.56% | 7,184 | -10 | -0.1% | -$3,259 | 减仓 |
| BP | BP PLC | $235.95万 | 0.56% | 50,202 | -1,000 | -2.0% | -$4.70万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $240.80万 | 0.57% | 69,275 | 1,500 | 2.2% | $5.21万 | 加仓 |
| MDT | MEDTRONIC PLC | $243.70万 | 0.58% | 28,125 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $244.55万 | 0.58% | 33,999 | 346 | 1.0% | $2.49万 | 加仓 |
| AMGN | AMGEN INC | $247.70万 | 0.59% | 7,040 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $250.07万 | 0.60% | 19,578 | 5,312 | 37.2% | $67.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $259.89万 | 0.62% | 8,835 | 42 | 0.5% | $1.24万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $260.66万 | 0.62% | 71,239 | 0 | 0.0% | — | 不变 |