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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $119.57万 | 0.28% | 6,234 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $118.02万 | 0.28% | 2,779 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $117.65万 | 0.28% | 21,766 | 26 | 0.1% | $1,405 | 加仓 |
| TM | TOYOTA MOTOR CORP | $117.22万 | 0.28% | 5,688 | -25 | -0.4% | -$5,152 | 减仓 |
| T | AT&T INC | $113.18万 | 0.27% | 39,042 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $110.43万 | 0.26% | 6,710 | -25 | -0.4% | -$4,114 | 减仓 |
| IXJ | ISHARES TR | $109.47万 | 0.26% | 11,703 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $108.80万 | 0.26% | 22,949 | -4,625 | -16.8% | -$21.93万 | 减仓 |
| IJK | ISHARES TR | $107.10万 | 0.26% | 10,644 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $97.37万 | 0.23% | 5,355 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $96.04万 | 0.23% | 6,806 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $95.66万 | 0.23% | 960 | 21 | 2.2% | $2.09万 | 加仓 |
| NEM | NEWMONT CORP | $93.22万 | 0.22% | 8,612 | -2,190 | -20.3% | -$23.71万 | 减仓 |
| VDC | VANGUARD WORLD FD | $92.94万 | 0.22% | 4,138 | -25 | -0.6% | -$5,615 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $91.66万 | 0.22% | 72,400 | 8,265 | 12.9% | $10.46万 | 加仓 |
| KO | COCA COLA CO | $91.26万 | 0.22% | 12,000 | 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 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $88.89万 | 0.21% | 2,269 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $88.09万 | 0.21% | 6,648 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $87.20万 | 0.21% | 10,735 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $85.93万 | 0.20% | 13,220 | -1,100 | -7.7% | -$7.15万 | 减仓 |
| EMR | EMERSON ELEC CO | $83.77万 | 0.20% | 6,394 | 150 | 2.4% | $1.97万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $82.60万 | 0.20% | 45,840 | 2,400 | 5.5% | $4.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $78.34万 | 0.19% | 2,442 | -20 | -0.8% | -$6,416 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $77.37万 | 0.18% | 6,979 | -50 | -0.7% | -$5,543 | 减仓 |
| IXP | ISHARES TR | $74.66万 | 0.18% | 6,500 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $73.96万 | 0.18% | 96,433 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $73.46万 | 0.17% | 26,750 | -602 | -2.2% | -$1.65万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $70.92万 | 0.17% | 5,416 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $70.58万 | 0.17% | 5,242 | 1,052 | 25.1% | $14.17万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $68.52万 | 0.16% | 2,751 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $67.30万 | 0.16% | 9,966 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $66.94万 | 0.16% | 9,675 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $66.04万 | 0.16% | 9,195 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $66.04万 | 0.16% | 12,850 | -13,500 | -51.2% | -$69.38万 | 减仓 |
| BLK | BLACKROCK INC | $65.78万 | 0.16% | 684 | 2 | 0.3% | $1,923 | 加仓 |
| — | DUPONT DE NEMOURS INC | $65.19万 | 0.16% | 14,234 | -27,818 | -66.2% | -$127.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $64.38万 | 0.15% | 4,457 | -4 | -0.1% | -$578 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $62.59万 | 0.15% | 8,799 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $62.17万 | 0.15% | 11,850 | -150 | -1.2% | -$7,869 | 减仓 |
| CVE | CENOVUS ENERGY INC | $61.75万 | 0.15% | 23,275 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $61.52万 | 0.15% | 8,674 | -1,300 | -13.0% | -$9.22万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $60.75万 | 0.14% | 14,109 | -1,640 | -10.4% | -$7.06万 | 减仓 |
| COP | CONOCOPHILLIPS | $60.63万 | 0.14% | 4,593 | 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 |
| PEP | PEPSICO INC | $58.42万 | 0.14% | 3,762 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $57.33万 | 0.14% | 16,315 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $57.19万 | 0.14% | 2,100 | -10 | -0.5% | -$2,723 | 减仓 |
| ASML | ASML HLDG NV | $56.53万 | 0.13% | 428 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $56.51万 | 0.13% | 6,751 | -426 | -5.9% | -$3.57万 | 减仓 |
| ALL | ALLSTATE CORP | $56.23万 | 0.13% | 2,712 | 2,712 | — | $56.23万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $54.86万 | 0.13% | 4,190 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $54.85万 | 0.13% | 2,624 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $54.23万 | 0.13% | 2,905 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $52.91万 | 0.13% | 810 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $52.49万 | 0.12% | 20,281 | -700 | -3.3% | -$1.81万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $52.35万 | 0.12% | 2,450 | -400 | -14.0% | -$8.55万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $51.13万 | 0.12% | 10,150 | -2,000 | -16.5% | -$10.07万 | 减仓 |
| ALLY | ALLY FINL INC | $50.80万 | 0.12% | 12,950 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $50.74万 | 0.12% | 7,459 | -1,000 | -11.8% | -$6.80万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $49.57万 | 0.12% | 40,700 | 24,450 | 150.5% | $29.78万 | 加仓 |
| VOX | VANGUARD WORLD FD | $48.79万 | 0.12% | 2,713 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.80万 | 0.11% | 1,506 | 64 | 4.4% | $1.99万 | 加仓 |
| ETN | EATON CORP PLC | $46.53万 | 0.11% | 1,301 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $46.16万 | 0.11% | 2,734 | 59 | 2.2% | $9,962 | 加仓 |
| MRK | MERCK & CO INC | $45.63万 | 0.11% | 3,793 | -689 | -15.4% | -$8.29万 | 减仓 |
| CET | CENTRAL SECS CORP | $45.56万 | 0.11% | 9,175 | -1,000 | -9.8% | -$4.97万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $44.95万 | 0.11% | 86,950 | 43,000 | 97.8% | $22.23万 | 加仓 |
| OI | O-I GLASS INC | $44.25万 | 0.11% | 42,100 | -2,500 | -5.6% | -$2.63万 | 减仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $43.96万 | 0.10% | 39,113 | 1,400 | 3.7% | $1.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $43.94万 | 0.10% | 2,160 | 220 | 11.3% | $4.48万 | 加仓 |
| HSY | HERSHEY CO | $43.66万 | 0.10% | 2,100 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $43.63万 | 0.10% | 7,570 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $42.64万 | 0.10% | 1,742 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $41.99万 | 0.10% | 4,323 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $40.96万 | 0.10% | 4,246 | -600 | -12.4% | -$5.79万 | 减仓 |
| CTAS | CINTAS CORP | $40.59万 | 0.10% | 2,400 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $40.45万 | 0.10% | 3,600 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $38.70万 | 0.09% | 5,437 | -451 | -7.7% | -$3.21万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $38.68万 | 0.09% | 4,692 | 650 | 16.1% | $5.36万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $37.96万 | 0.09% | 3,200 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $37.72万 | 0.09% | 5,900 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $37.18万 | 0.09% | 3,621 | 354 | 10.8% | $3.63万 | 加仓 |
| SO | SOUTHERN CO | $36.70万 | 0.09% | 3,802 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.19万 | 0.09% | 4,948 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $33.09万 | 0.08% | 3,693 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $32.80万 | 0.08% | 3,698 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $32.29万 | 0.08% | 9,097 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $32.10万 | 0.08% | 5,929 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $31.84万 | 0.08% | 3,275 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $31.69万 | 0.08% | 6,005 | 0 | 0.0% | — | 不变 |
| TY | TRI CONTL CORP | $30.82万 | 0.07% | 9,755 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $30.46万 | 0.07% | 3,284 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $30.19万 | 0.07% | 2,250 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $30.06万 | 0.07% | 1,532 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $29.62万 | 0.07% | 10,637 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $28.83万 | 0.07% | 970 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $28.73万 | 0.07% | 4,514 | 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 |
| PNR | PENTAIR PLC | $28.23万 | 0.07% | 3,241 | 0 | 0.0% | — | 不变 |