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 |
|---|---|---|---|---|---|---|---|---|
| — | TEGNA INC | $0 | 0.00% | 0 | -45,116 | -100.0% | -$87.57万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -854 | -100.0% | -$31.59万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -7,150 | -100.0% | -$24.64万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -10,851 | -100.0% | -$24.18万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,165 | -100.0% | -$22.47万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -20,525 | -100.0% | -$22.04万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -376 | -100.0% | -$21.30万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $0 | 0.00% | 0 | -11,200 | -100.0% | -$18.28万 | 清仓 |
| — | PENNANTPARK INVT CORP | $6.38万 | 0.02% | 14,200 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $9.95万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ELLSWORTH GROWTH & INCOME FD | $12.38万 | 0.03% | 11,100 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $13.35万 | 0.03% | 12,838 | 12,838 | — | $13.35万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $20.01万 | 0.05% | 2,593 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $21.47万 | 0.05% | 885 | -97 | -9.9% | -$2.35万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.52万 | 0.05% | 4,911 | 0 | 0.0% | — | 不变 |
| PEO | ADAM NAT RES FD INC | $21.63万 | 0.05% | 7,779 | 7,779 | — | $21.63万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.74万 | 0.05% | 3,584 | 3,584 | — | $21.74万 | 新建仓 |
| USB | US BANCORP | $21.76万 | 0.05% | 4,184 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.91万 | 0.05% | 1,372 | -2 | -0.1% | -$319 | 减仓 |
| VUG | VANGUARD INDEX FDS | $22.23万 | 0.05% | 509 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $22.25万 | 0.05% | 788 | 788 | — | $22.25万 | 新建仓 |
| BA | BOEING CO | $22.31万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $22.48万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $22.49万 | 0.05% | 13,043 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW | $22.54万 | 0.05% | 5,000 | 5,000 | — | $22.54万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.58万 | 0.05% | 452 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.70万 | 0.05% | 751 | 135 | 21.9% | $4.08万 | 加仓 |
| SHEL | SHELL PLC | $23.25万 | 0.06% | 2,500 | 2,500 | — | $23.25万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $23.38万 | 0.06% | 684 | 684 | — | $23.38万 | 新建仓 |
| EWG | ISHARES INC | $23.46万 | 0.06% | 5,914 | -1,814 | -23.5% | -$7.20万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $23.52万 | 0.06% | 3,125 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.53万 | 0.06% | 1,620 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $23.82万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $24.13万 | 0.06% | 1,142 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $24.26万 | 0.06% | 19,566 | 750 | 4.0% | $9,300 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $24.64万 | 0.06% | 2,725 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $25.16万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $26.39万 | 0.06% | 3,366 | -323 | -8.8% | -$2.53万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $26.86万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $26.86万 | 0.06% | 630 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $27.20万 | 0.06% | 33,500 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $27.37万 | 0.07% | 2,314 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $27.77万 | 0.07% | 392 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $27.84万 | 0.07% | 2,889 | 118 | 4.3% | $1.14万 | 加仓 |
| IEFA | ISHARES TR | $28.21万 | 0.07% | 3,116 | -30 | -1.0% | -$2,716 | 减仓 |
| PNR | PENTAIR PLC | $28.23万 | 0.07% | 3,241 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.56万 | 0.07% | 11,994 | -2,899 | -19.5% | -$6.90万 | 减仓 |
| EQT | EQT CORP | $28.73万 | 0.07% | 4,514 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $28.83万 | 0.07% | 970 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $29.62万 | 0.07% | 10,637 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $30.06万 | 0.07% | 1,532 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $30.19万 | 0.07% | 2,250 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $30.46万 | 0.07% | 3,284 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $30.82万 | 0.07% | 9,755 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $31.69万 | 0.08% | 6,005 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $31.84万 | 0.08% | 3,275 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $32.10万 | 0.08% | 5,929 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $32.29万 | 0.08% | 9,097 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $32.80万 | 0.08% | 3,698 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.09万 | 0.08% | 3,693 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.19万 | 0.09% | 4,948 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $36.70万 | 0.09% | 3,802 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $37.18万 | 0.09% | 3,621 | 354 | 10.8% | $3.63万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $37.72万 | 0.09% | 5,900 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $37.96万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $38.68万 | 0.09% | 4,692 | 650 | 16.1% | $5.36万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $38.70万 | 0.09% | 5,437 | -451 | -7.7% | -$3.21万 | 减仓 |
| ETR | ENTERGY CORP NEW | $40.45万 | 0.10% | 3,600 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $40.59万 | 0.10% | 2,400 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $40.96万 | 0.10% | 4,246 | -600 | -12.4% | -$5.79万 | 减仓 |
| EFA | ISHARES TR | $41.99万 | 0.10% | 4,323 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $42.64万 | 0.10% | 1,742 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $43.63万 | 0.10% | 7,570 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $43.66万 | 0.10% | 2,100 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $43.94万 | 0.10% | 2,160 | 220 | 11.3% | $4.48万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $43.96万 | 0.10% | 39,113 | 1,400 | 3.7% | $1.57万 | 加仓 |
| OI | O-I GLASS INC | $44.25万 | 0.11% | 42,100 | -2,500 | -5.6% | -$2.63万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $44.95万 | 0.11% | 86,950 | 43,000 | 97.8% | $22.23万 | 加仓 |
| CET | CENTRAL SECS CORP | $45.56万 | 0.11% | 9,175 | -1,000 | -9.8% | -$4.97万 | 减仓 |
| MRK | MERCK & CO INC | $45.63万 | 0.11% | 3,793 | -689 | -15.4% | -$8.29万 | 减仓 |
| IBB | ISHARES TR | $46.16万 | 0.11% | 2,734 | 59 | 2.2% | $9,962 | 加仓 |
| ETN | EATON CORP PLC | $46.53万 | 0.11% | 1,301 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.80万 | 0.11% | 1,506 | 64 | 4.4% | $1.99万 | 加仓 |
| VOX | VANGUARD WORLD FD | $48.79万 | 0.12% | 2,713 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $49.57万 | 0.12% | 40,700 | 24,450 | 150.5% | $29.78万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $50.74万 | 0.12% | 7,459 | -1,000 | -11.8% | -$6.80万 | 减仓 |
| ALLY | ALLY FINL INC | $50.80万 | 0.12% | 12,950 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $51.13万 | 0.12% | 10,150 | -2,000 | -16.5% | -$10.07万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $52.35万 | 0.12% | 2,450 | -400 | -14.0% | -$8.55万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $52.49万 | 0.12% | 20,281 | -700 | -3.3% | -$1.81万 | 减仓 |
| IVV | ISHARES TR | $52.91万 | 0.13% | 810 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $54.23万 | 0.13% | 2,905 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $54.85万 | 0.13% | 2,624 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $54.86万 | 0.13% | 4,190 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $56.23万 | 0.13% | 2,712 | 2,712 | — | $56.23万 | 新建仓 |
| CTVA | CORTEVA INC | $56.51万 | 0.13% | 6,751 | -426 | -5.9% | -$3.57万 | 减仓 |