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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $55.49万 | 0.12% | 7,296 | -163 | -2.2% | -$1.24万 | 减仓 |
| VHT | VANGUARD WORLD FD | $56.96万 | 0.12% | 1,905 | -195 | -9.3% | -$5.83万 | 减仓 |
| ALLY | ALLY FINL INC | $57.21万 | 0.12% | 12,450 | -500 | -3.9% | -$2.30万 | 减仓 |
| SLB | SLB LIMITED | $57.42万 | 0.12% | 12,350 | -500 | -3.9% | -$2.32万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $57.75万 | 0.12% | 23,275 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $58.51万 | 0.13% | 1,742 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $59.35万 | 0.13% | 12,220 | -1,000 | -7.6% | -$4.86万 | 减仓 |
| IVV | ISHARES TR | $60.66万 | 0.13% | 810 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $62.39万 | 0.13% | 5,824 | -1,155 | -16.5% | -$12.37万 | 减仓 |
| PTLC | PACER FDS TR | $64.20万 | 0.14% | 11,020 | -830 | -7.0% | -$4.84万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $64.50万 | 0.14% | 2,880 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $66.09万 | 0.14% | 4,507 | 50 | 1.1% | $7,332 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $67.89万 | 0.15% | 14,200 | -25,350 | -64.1% | -$121.20万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $70.28万 | 0.15% | 26,363 | -387 | -1.4% | -$1.03万 | 减仓 |
| KO | COCA COLA CO | $71.56万 | 0.15% | 8,805 | -3,195 | -26.6% | -$25.97万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $72.16万 | 0.15% | 38,940 | -6,900 | -15.1% | -$12.79万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $72.45万 | 0.16% | 8,799 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $73.04万 | 0.16% | 2,751 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $73.35万 | 0.16% | 6,500 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $73.95万 | 0.16% | 9,675 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $75.12万 | 0.16% | 36,292 | -2,750 | -7.0% | -$5.69万 | 减仓 |
| IJH | ISHARES TR | $75.15万 | 0.16% | 9,746 | -220 | -2.2% | -$1.70万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $77.04万 | 0.17% | 5,273 | -143 | -2.6% | -$2.09万 | 减仓 |
| EWT | ISHARES INC | $77.92万 | 0.17% | 7,174 | -1,500 | -17.3% | -$16.29万 | 减仓 |
| NEM | NEWMONT CORP | $80.44万 | 0.17% | 8,612 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $82.43万 | 0.18% | 4,749 | -493 | -9.4% | -$8.56万 | 减仓 |
| XOP | SPDR SERIES TRUST | $82.61万 | 0.18% | 5,355 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $84.43万 | 0.18% | 96,433 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $84.89万 | 0.18% | 68,625 | 6,350 | 10.2% | $7.85万 | 加仓 |
| ASML | ASML HLDG NV | $85.15万 | 0.18% | 428 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $88.05万 | 0.19% | 3,905 | -233 | -5.6% | -$5.25万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $88.56万 | 0.19% | 5,865 | 5,865 | — | $88.56万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $89.81万 | 0.19% | 960 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $90.36万 | 0.19% | 2,442 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $90.40万 | 0.19% | 10,735 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $93.19万 | 0.20% | 5,533 | -155 | -2.7% | -$2.61万 | 减仓 |
| EMR | EMERSON ELEC CO | $93.25万 | 0.20% | 6,514 | 120 | 1.9% | $1.72万 | 加仓 |
| CVS | CVS HEALTH CORP | $95.12万 | 0.20% | 9,195 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $96.65万 | 0.21% | 21,759 | -1,190 | -5.2% | -$5.29万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $97.69万 | 0.21% | 75,850 | 3,450 | 4.8% | $4.44万 | 加仓 |
| IJJ | ISHARES TR | $98.21万 | 0.21% | 6,648 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $99.63万 | 0.21% | 6,806 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $101.70万 | 0.22% | 20,583 | -2,324 | -10.1% | -$11.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $101.83万 | 0.22% | 2,350 | -100 | -4.1% | -$4.33万 | 减仓 |
| HON | HONEYWELL INTL INC | $103.26万 | 0.22% | 4,612 | -4,618 | -50.0% | -$103.40万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $106.05万 | 0.23% | 32,400 | 20,350 | 168.9% | $66.61万 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $109.55万 | 0.24% | 4,955 | 4,955 | — | $109.55万 | 新建仓 |
| IXJ | ISHARES TR | $113.17万 | 0.24% | 11,503 | -200 | -1.7% | -$1.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.22万 | 0.25% | 2,035 | -125 | -5.8% | -$7.26万 | 减仓 |
| PFE | PFIZER INC | $120.85万 | 0.26% | 50,187 | -4,738 | -8.6% | -$11.41万 | 减仓 |
| GDX | VANECK ETF TRUST | $121.43万 | 0.26% | 16,094 | 2,152 | 15.4% | $16.24万 | 加仓 |
| WY | WEYERHAEUSER CO | $124.70万 | 0.27% | 52,089 | -2,100 | -3.9% | -$5.03万 | 减仓 |
| IJK | ISHARES TR | $125.07万 | 0.27% | 10,644 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $126.53万 | 0.27% | 6,669 | 125 | 1.9% | $2.37万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.92万 | 0.28% | 21,766 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $132.12万 | 0.28% | 15,053 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $135.86万 | 0.29% | 5,710 | 2,998 | 110.5% | $71.33万 | 加仓 |
| AMZN | AMAZON COM INC | $138.14万 | 0.30% | 5,796 | -230 | -3.8% | -$5.48万 | 减仓 |
| MS | MORGAN STANLEY | $140.27万 | 0.30% | 6,710 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $141.64万 | 0.30% | 10,360 | -525 | -4.8% | -$7.18万 | 减仓 |
| QUAL | ISHARES TR | $143.11万 | 0.31% | 6,522 | 288 | 4.6% | $6.32万 | 加仓 |
| WGO | WINNEBAGO INDS INC | $143.65万 | 0.31% | 45,982 | -15,947 | -25.8% | -$49.82万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $146.00万 | 0.31% | 23,215 | -500 | -2.1% | -$3.14万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $149.18万 | 0.32% | 52,900 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.32% | 2 | -2 | -50.0% | -$149.77万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $155.79万 | 0.33% | 2,779 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $163.00万 | 0.35% | 13,816 | -200 | -1.4% | -$2.36万 | 减仓 |
| VB | VANGUARD INDEX FDS | $165.02万 | 0.35% | 5,444 | -1,167 | -17.7% | -$35.37万 | 减仓 |
| XES | SPDR SERIES TRUST | $171.43万 | 0.37% | 15,295 | -4,480 | -22.7% | -$50.21万 | 减仓 |
| GOOG | ALPHABET INC | $174.05万 | 0.37% | 4,926 | -2,912 | -37.2% | -$102.89万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $174.53万 | 0.37% | 71,090 | -3,470 | -4.7% | -$8.52万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $177.21万 | 0.38% | 33,587 | 538 | 1.6% | $2.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $177.36万 | 0.38% | 24,893 | 48 | 0.2% | $3,420 | 加仓 |
| EG | EVEREST GROUP LTD | $179.69万 | 0.39% | 5,030 | -325 | -6.1% | -$11.61万 | 减仓 |
| BP | BP PLC | $181.92万 | 0.39% | 49,235 | -967 | -1.9% | -$3.57万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $182.42万 | 0.39% | 34,348 | 5,378 | 18.6% | $28.56万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $182.72万 | 0.39% | 9,132 | -3,900 | -29.9% | -$78.04万 | 减仓 |
| DGT | SPDR SERIES TRUST | $184.26万 | 0.40% | 9,971 | -250 | -2.4% | -$4.62万 | 减仓 |
| IJR | ISHARES TR | $186.40万 | 0.40% | 12,568 | 50 | 0.4% | $7,415 | 加仓 |
| VXUS | VANGUARD STAR FDS | $190.93万 | 0.41% | 22,334 | -5,568 | -20.0% | -$47.60万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $198.98万 | 0.43% | 2,062 | -207 | -9.1% | -$19.98万 | 减仓 |
| WFC | WELLS FARGO & CO | $201.38万 | 0.43% | 24,368 | 185 | 0.8% | $1.53万 | 加仓 |
| NUE | NUCOR CORP | $206.04万 | 0.44% | 9,250 | -70 | -0.8% | -$1.56万 | 减仓 |
| MDT | MEDTRONIC PLC | $208.96万 | 0.45% | 26,711 | -1,414 | -5.0% | -$11.06万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $212.71万 | 0.46% | 3,097 | -128 | -4.0% | -$8.79万 | 减仓 |
| LIN | LINDE PLC | $213.28万 | 0.46% | 4,110 | -70 | -1.7% | -$3.63万 | 减仓 |
| ARCB | ARCBEST CORP | $218.68万 | 0.47% | 15,235 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $224.85万 | 0.48% | 4,655 | 4,655 | — | $224.85万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $226.32万 | 0.49% | 53,454 | 14,796 | 38.3% | $62.65万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $226.97万 | 0.49% | 16,590 | -525 | -3.1% | -$7.18万 | 减仓 |
| GOOGL | ALPHABET INC | $232.11万 | 0.50% | 6,495 | 20 | 0.3% | $7,147 | 加仓 |
| NOW | SERVICENOW INC | $240.69万 | 0.52% | 24,244 | 5,832 | 31.7% | $57.90万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $242.00万 | 0.52% | 68,575 | -700 | -1.0% | -$2.47万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $243.41万 | 0.52% | 33,732 | -267 | -0.8% | -$1.93万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $245.44万 | 0.53% | 8,728 | -130 | -1.5% | -$3.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $246.40万 | 0.53% | 3,346 | -100 | -2.9% | -$7.36万 | 减仓 |
| AMGN | AMGEN INC | $253.30万 | 0.54% | 6,995 | -45 | -0.6% | -$1.63万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $263.07万 | 0.56% | 9,053 | -245 | -2.6% | -$7.12万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $264.47万 | 0.57% | 69,487 | -941 | -1.3% | -$3.58万 | 减仓 |
| B | BARRICK MNG CORP | $265.13万 | 0.57% | 72,184 | -695 | -1.0% | -$2.55万 | 减仓 |