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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $126.53万 | 0.27% | 6,669 | 125 | 1.9% | $2.37万 | 加仓 |
| IJK | ISHARES TR | $125.07万 | 0.27% | 10,644 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $124.70万 | 0.27% | 52,089 | -2,100 | -3.9% | -$5.03万 | 减仓 |
| GDX | VANECK ETF TRUST | $121.43万 | 0.26% | 16,094 | 2,152 | 15.4% | $16.24万 | 加仓 |
| PFE | PFIZER INC | $120.85万 | 0.26% | 50,187 | -4,738 | -8.6% | -$11.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.22万 | 0.25% | 2,035 | -125 | -5.8% | -$7.26万 | 减仓 |
| IXJ | ISHARES TR | $113.17万 | 0.24% | 11,503 | -200 | -1.7% | -$1.97万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $109.55万 | 0.24% | 4,955 | 4,955 | — | $109.55万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $106.05万 | 0.23% | 32,400 | 20,350 | 168.9% | $66.61万 | 重新持有 |
| HON | HONEYWELL INTL INC | $103.26万 | 0.22% | 4,612 | -4,618 | -50.0% | -$103.40万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $101.83万 | 0.22% | 2,350 | -100 | -4.1% | -$4.33万 | 减仓 |
| IHI | ISHARES TR | $101.70万 | 0.22% | 20,583 | -2,324 | -10.1% | -$11.48万 | 减仓 |
| TPR | TAPESTRY INC | $99.63万 | 0.21% | 6,806 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $98.21万 | 0.21% | 6,648 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $97.69万 | 0.21% | 75,850 | 3,450 | 4.8% | $4.44万 | 加仓 |
| DOCU | DOCUSIGN INC | $96.65万 | 0.21% | 21,759 | -1,190 | -5.2% | -$5.29万 | 减仓 |
| CVS | CVS HEALTH CORP | $95.12万 | 0.20% | 9,195 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $93.25万 | 0.20% | 6,514 | 120 | 1.9% | $1.72万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $93.19万 | 0.20% | 5,533 | -155 | -2.7% | -$2.61万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $90.40万 | 0.19% | 10,735 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $90.36万 | 0.19% | 2,442 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $89.81万 | 0.19% | 960 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $88.56万 | 0.19% | 5,865 | 5,865 | — | $88.56万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $88.05万 | 0.19% | 3,905 | -233 | -5.6% | -$5.25万 | 减仓 |
| ASML | ASML HLDG NV | $85.15万 | 0.18% | 428 | 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 |
| IBRX | IMMUNITYBIO INC | $84.43万 | 0.18% | 96,433 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $82.61万 | 0.18% | 5,355 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $82.43万 | 0.18% | 4,749 | -493 | -9.4% | -$8.56万 | 减仓 |
| NEM | NEWMONT CORP | $80.44万 | 0.17% | 8,612 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $77.92万 | 0.17% | 7,174 | -1,500 | -17.3% | -$16.29万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $77.04万 | 0.17% | 5,273 | -143 | -2.6% | -$2.09万 | 减仓 |
| IJH | ISHARES TR | $75.15万 | 0.16% | 9,746 | -220 | -2.2% | -$1.70万 | 减仓 |
| T | AT&T INC | $75.12万 | 0.16% | 36,292 | -2,750 | -7.0% | -$5.69万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $73.95万 | 0.16% | 9,675 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $73.35万 | 0.16% | 6,500 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $73.04万 | 0.16% | 2,751 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $72.45万 | 0.16% | 8,799 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $72.16万 | 0.15% | 38,940 | -6,900 | -15.1% | -$12.79万 | 减仓 |
| KO | COCA COLA CO | $71.56万 | 0.15% | 8,805 | -3,195 | -26.6% | -$25.97万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $70.28万 | 0.15% | 26,363 | -387 | -1.4% | -$1.03万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $67.89万 | 0.15% | 14,200 | -25,350 | -64.1% | -$121.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.09万 | 0.14% | 4,507 | 50 | 1.1% | $7,332 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $64.50万 | 0.14% | 2,880 | 0 | 0.0% | — | 不变 |
| PTLC | PACER FDS TR | $64.20万 | 0.14% | 11,020 | -830 | -7.0% | -$4.84万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $62.39万 | 0.13% | 5,824 | -1,155 | -16.5% | -$12.37万 | 减仓 |
| IVV | ISHARES TR | $60.66万 | 0.13% | 810 | 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 |
| MDB | MONGODB INC | $58.51万 | 0.13% | 1,742 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $57.75万 | 0.12% | 23,275 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $57.42万 | 0.12% | 12,350 | -500 | -3.9% | -$2.32万 | 减仓 |
| ALLY | ALLY FINL INC | $57.21万 | 0.12% | 12,450 | -500 | -3.9% | -$2.30万 | 减仓 |
| VHT | VANGUARD WORLD FD | $56.96万 | 0.12% | 1,905 | -195 | -9.3% | -$5.83万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $55.49万 | 0.12% | 7,296 | -163 | -2.2% | -$1.24万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $55.48万 | 0.12% | 47,950 | 7,250 | 17.8% | $8.39万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $54.30万 | 0.12% | 19,681 | -600 | -3.0% | -$1.66万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $54.10万 | 0.12% | 11,994 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $53.31万 | 0.11% | 1,251 | -50 | -3.8% | -$2.13万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $53.04万 | 0.11% | 4,190 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $52.90万 | 0.11% | 2,624 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $52.00万 | 0.11% | 2,734 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $50.41万 | 0.11% | 3,923 | 130 | 3.4% | $1.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $49.45万 | 0.11% | 684 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $48.99万 | 0.11% | 2,663 | -50 | -1.8% | -$9,198 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $48.66万 | 0.10% | 3,365 | 165 | 5.2% | $2.39万 | 加仓 |
| CET | CENTRAL SECS CORP | $48.12万 | 0.10% | 9,175 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $47.46万 | 0.10% | 3,505 | -257 | -6.8% | -$3.48万 | 减仓 |
| CTVA | CORTEVA INC | $47.30万 | 0.10% | 5,585 | -1,166 | -17.3% | -$9.87万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $46.74万 | 0.10% | 11,311 | 11,311 | — | $46.74万 | 新建仓 |
| COP | CONOCOPHILLIPS | $46.47万 | 0.10% | 4,470 | -123 | -2.7% | -$1.28万 | 减仓 |
| CRM | SALESFORCE INC | $45.51万 | 0.10% | 2,905 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $44.96万 | 0.10% | 4,096 | -150 | -3.5% | -$1.65万 | 减仓 |
| EFA | ISHARES TR | $44.91万 | 0.10% | 4,323 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $44.23万 | 0.09% | 460 | -224 | -32.7% | -$21.54万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $43.42万 | 0.09% | 3,201 | -11,033 | -77.5% | -$149.65万 | 减仓 |
| ETR | ENTERGY CORP NEW | $41.35万 | 0.09% | 3,600 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $40.89万 | 0.09% | 7,070 | -500 | -6.6% | -$2.89万 | 减仓 |
| CTAS | CINTAS CORP | $40.82万 | 0.09% | 2,400 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.71万 | 0.09% | 1,506 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $39.28万 | 0.08% | 4,073 | 375 | 10.1% | $3.62万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $38.87万 | 0.08% | 38,558 | -555 | -1.4% | -$5,594 | 减仓 |
| SBUX | STARBUCKS CORP | $37.74万 | 0.08% | 3,693 | 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 |
| SPLV | INVESCO EXCH TRADED FD TR II | $37.06万 | 0.08% | 4,948 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $36.94万 | 0.08% | 2,250 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $36.85万 | 0.08% | 3,816 | 700 | 22.5% | $6.76万 | 加仓 |
| HSY | HERSHEY CO | $36.84万 | 0.08% | 2,100 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $36.42万 | 0.08% | 342 | -50 | -12.8% | -$5.32万 | 减仓 |
| SO | SOUTHERN CO | $36.39万 | 0.08% | 3,802 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $36.13万 | 0.08% | 3,275 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $35.81万 | 0.08% | 75,700 | -11,250 | -12.9% | -$5.32万 | 减仓 |
| OI | O-I GLASS INC | $35.73万 | 0.08% | 37,100 | -5,000 | -11.9% | -$4.82万 | 减仓 |
| NVT | NVENT ELEC PLC | $34.16万 | 0.07% | 2,014 | -300 | -13.0% | -$5.09万 | 减仓 |
| TY | TRI CONTL CORP | $33.58万 | 0.07% | 9,755 | 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 |
| VTV | VANGUARD INDEX FDS | $33.39万 | 0.07% | 1,532 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $33.08万 | 0.07% | 10,637 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $32.86万 | 0.07% | 3,621 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $32.44万 | 0.07% | 6,005 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $32.14万 | 0.07% | 5,929 | 0 | 0.0% | — | 不变 |