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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $31.80万 | 0.07% | 3,592 | -1,100 | -23.4% | -$9.74万 | 减仓 |
| GNW | GENWORTH FINL INC | $31.72万 | 0.07% | 33,500 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $31.68万 | 0.07% | 3,284 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $31.29万 | 0.07% | 2,520 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.88万 | 0.07% | 4,825 | -612 | -11.3% | -$3.92万 | 减仓 |
| DIS | DISNEY WALT CO | $29.44万 | 0.06% | 3,059 | 170 | 5.9% | $1.64万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $29.34万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $28.48万 | 0.06% | 7,000 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $28.36万 | 0.06% | 895 | -75 | -7.7% | -$2.38万 | 减仓 |
| UNP | UNION PAC CORP | $27.61万 | 0.06% | 1,015 | 130 | 14.7% | $3.54万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.57万 | 0.06% | 2,400 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $27.22万 | 0.06% | 794 | -247 | -23.7% | -$8.47万 | 重新持有 |
| MMM | 3M CO | $27.20万 | 0.06% | 1,680 | 60 | 3.7% | $9,715 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $27.17万 | 0.06% | 776 | -12 | -1.5% | -$4,201 | 减仓 |
| CAH | CARDINAL HEALTH INC | $27.13万 | 0.06% | 1,142 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $27.01万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.92万 | 0.06% | 640 | 121 | 23.3% | $5.09万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $26.31万 | 0.06% | 3,054 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $25.77万 | 0.06% | 751 | 0 | 0.0% | — | 不变 |
| DK | DELEK US HLDGS INC NEW | $25.41万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $25.27万 | 0.05% | 4,184 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $24.27万 | 0.05% | 1,121 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $24.00万 | 0.05% | 4,514 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $23.97万 | 0.05% | 3,127 | -114 | -3.5% | -$8,739 | 减仓 |
| PRCH | PORCH GROUP INC | $23.56万 | 0.05% | 15,667 | 15,667 | — | $23.56万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $23.49万 | 0.05% | 6,501 | 6,501 | — | $23.49万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $23.46万 | 0.05% | 2,725 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.42万 | 0.05% | 4,911 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $23.21万 | 0.05% | 452 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $22.92万 | 0.05% | 3,075 | -50 | -1.6% | -$3,727 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $22.85万 | 0.05% | 670 | 670 | — | $22.85万 | 新建仓 |
| EWG | ISHARES INC | $22.81万 | 0.05% | 5,514 | -400 | -6.8% | -$1.65万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $22.63万 | 0.05% | 7,690 | -52 | -0.7% | -$1,530 | 重新持有 |
| KVUE | KENVUE INC | $22.25万 | 0.05% | 11,643 | -1,400 | -10.7% | -$2.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $22.20万 | 0.05% | 559 | 559 | — | $22.20万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $22.00万 | 0.05% | 2,868 | 275 | 10.6% | $2.11万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $21.88万 | 0.05% | 17,476 | -2,090 | -10.7% | -$2.62万 | 减仓 |
| KLAC | KLA CORP | $21.12万 | 0.05% | 700 | 700 | — | $21.12万 | 新建仓 |
| SHEL | SHELL PLC | $20.94万 | 0.04% | 2,700 | 200 | 8.0% | $1.55万 | 加仓 |
| TJX | TJX COS INC NEW | $20.79万 | 0.04% | 1,372 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $20.68万 | 0.04% | 290 | 290 | — | $20.68万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $20.65万 | 0.04% | 3,584 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $20.47万 | 0.04% | 3,909 | 3,909 | — | $20.47万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $20.35万 | 0.04% | 5,757 | -3,340 | -36.7% | -$11.81万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.31万 | 0.04% | 7,015 | 7,015 | — | $20.31万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $20.17万 | 0.04% | 2,277 | 2,277 | — | $20.17万 | 新建仓 |
| — | ELLSWORTH GROWTH & INCOME FD | $14.66万 | 0.03% | 11,100 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $14.11万 | 0.03% | 12,838 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $7.33万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $4.93万 | 0.01% | 14,200 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -14,109 | -100.0% | -$60.75万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -16,315 | -100.0% | -$57.33万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,366 | -100.0% | -$26.39万 | 清仓 |
| PEO | ADAM NAT RES FD INC | $0 | 0.00% | 0 | -7,779 | -100.0% | -$21.63万 | 清仓 |