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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $28.21万 | 0.07% | 3,116 | -30 | -1.0% | -$2,716 | 减仓 |
| DIS | DISNEY WALT CO | $27.84万 | 0.07% | 2,889 | 118 | 4.3% | $1.14万 | 加仓 |
| CAT | CATERPILLAR INC | $27.77万 | 0.07% | 392 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $27.37万 | 0.07% | 2,314 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $27.20万 | 0.06% | 33,500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $26.86万 | 0.06% | 630 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $26.86万 | 0.06% | 300 | 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 |
| DES | WISDOMTREE TR | $25.16万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $24.64万 | 0.06% | 2,725 | 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 |
| CAH | CARDINAL HEALTH INC | $24.13万 | 0.06% | 1,142 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $23.82万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $23.53万 | 0.06% | 1,620 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $23.52万 | 0.06% | 3,125 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $23.46万 | 0.06% | 5,914 | -1,814 | -23.5% | -$7.20万 | 减仓 |
| AMAT | APPLIED MATLS INC | $23.38万 | 0.06% | 684 | 684 | — | $23.38万 | 新建仓 |
| SHEL | SHELL PLC | $23.25万 | 0.06% | 2,500 | 2,500 | — | $23.25万 | 新建仓 |
| V | VISA INC | $22.70万 | 0.05% | 751 | 135 | 21.9% | $4.08万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $22.58万 | 0.05% | 452 | 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 |
| KVUE | KENVUE INC | $22.49万 | 0.05% | 13,043 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $22.48万 | 0.05% | 2,400 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $22.31万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $22.25万 | 0.05% | 788 | 788 | — | $22.25万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $22.23万 | 0.05% | 509 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.91万 | 0.05% | 1,372 | -2 | -0.1% | -$319 | 减仓 |
| USB | US BANCORP | $21.76万 | 0.05% | 4,184 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.74万 | 0.05% | 3,584 | 3,584 | — | $21.74万 | 新建仓 |
| PEO | ADAM NAT RES FD INC | $21.63万 | 0.05% | 7,779 | 7,779 | — | $21.63万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.52万 | 0.05% | 4,911 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $21.47万 | 0.05% | 885 | -97 | -9.9% | -$2.35万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $20.01万 | 0.05% | 2,593 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $13.35万 | 0.03% | 12,838 | 12,838 | — | $13.35万 | 新建仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $12.38万 | 0.03% | 11,100 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $9.95万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $6.38万 | 0.02% | 14,200 | 0 | 0.0% | — | 不变 |
| — | 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 |