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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,860.54万 | 6.81% | 84,644 | -1,131 | -1.3% | -$38.22万 | 减仓 |
| AAPL | APPLE INC | $1,798.73万 | 4.28% | 70,875 | 103 | 0.1% | $2.61万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,075.29万 | 2.56% | 121,970 | -1,077 | -0.9% | -$9.49万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,034.23万 | 2.46% | 27,939 | 111 | 0.4% | $4.11万 | 加仓 |
| CVX | CHEVRON CORPORATION | $900.82万 | 2.15% | 43,539 | -247 | -0.6% | -$5.11万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $737.17万 | 1.76% | 160,638 | 3,455 | 2.2% | $15.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $665.79万 | 1.59% | 45,515 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $658.36万 | 1.57% | 52,974 | -724 | -1.3% | -$9.00万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $591.02万 | 1.41% | 20,593 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $572.67万 | 1.36% | 26,331 | -220 | -0.8% | -$4.78万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $572.65万 | 1.36% | 23,427 | -293 | -1.2% | -$7.16万 | 减仓 |
| IWM | ISHARES TR | $556.19万 | 1.32% | 22,427 | 614 | 2.8% | $15.23万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $535.61万 | 1.28% | 18,363 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $527.35万 | 1.26% | 8,550 | -15 | -0.2% | -$9,252 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $513.56万 | 1.22% | 26,759 | 224 | 0.8% | $4.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $459.63万 | 1.09% | 25,195 | 10,034 | 66.2% | $183.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $450.69万 | 1.07% | 9,405 | -798 | -7.8% | -$38.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $448.07万 | 1.07% | 32,150 | 30 | 0.1% | $4,181 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $434.92万 | 1.04% | 26,892 | 638 | 2.4% | $10.32万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $425.81万 | 1.01% | 144,390 | 1,240 | 0.9% | $3.66万 | 加仓 |
| FDX | FEDEX CORP | $420.72万 | 1.00% | 11,812 | -50 | -0.4% | -$1.78万 | 减仓 |
| IGM | ISHARES TR | $417.83万 | 1.00% | 35,257 | -300 | -0.8% | -$3.56万 | 减仓 |
| ADBE | ADOBE INC | $409.59万 | 0.98% | 16,850 | -40 | -0.2% | -$9,723 | 减仓 |
| BAC | BANK AMERICA CORP | $400.96万 | 0.95% | 82,249 | 306 | 0.4% | $1.49万 | 加仓 |
| HD | HOME DEPOT INC | $395.69万 | 0.94% | 12,031 | -100 | -0.8% | -$3.29万 | 减仓 |
| META | META PLATFORMS INC | $393.22万 | 0.94% | 6,873 | 22 | 0.3% | $1.26万 | 加仓 |
| ORCL | ORACLE CORP | $368.48万 | 0.88% | 25,048 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $353.33万 | 0.84% | 26,084 | -50 | -0.2% | -$6,773 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $350.54万 | 0.83% | 7,568 | -26 | -0.3% | -$1.20万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $349.04万 | 0.83% | 30,251 | 9,134 | 43.3% | $105.39万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $344.02万 | 0.82% | 58,837 | -425 | -0.7% | -$2.48万 | 减仓 |
| MCK | MCKESSON CORP | $337.84万 | 0.80% | 3,904 | -2 | -0.1% | -$1,731 | 减仓 |
| MET | METLIFE INC | $329.80万 | 0.79% | 46,635 | -2,725 | -5.5% | -$19.27万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $325.60万 | 0.78% | 97,108 | -700 | -0.7% | -$2.35万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $320.92万 | 0.76% | 9,298 | -59 | -0.6% | -$2.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $309.50万 | 0.74% | 4,759 | -125 | -2.6% | -$8.13万 | 减仓 |
| QCOM | QUALCOMM INC | $300.82万 | 0.72% | 23,359 | -3,685 | -13.6% | -$47.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $299.16万 | 0.71% | 8,855 | 3,999 | 82.4% | $135.10万 | 加仓 |
| B | BARRICK MNG CORP | $297.27万 | 0.71% | 72,879 | 5,370 | 8.0% | $21.90万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $293.48万 | 0.70% | 37,310 | -50 | -0.1% | -$3,933 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $292.83万 | 0.70% | 58,600 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.68% | 4 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $285.52万 | 0.68% | 25,176 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $278.94万 | 0.66% | 112,702 | 7,506 | 7.1% | $18.58万 | 加仓 |
| GEV | GE VERNOVA INC | $274.70万 | 0.65% | 3,147 | -12 | -0.4% | -$1.05万 | 减仓 |
| GE | GE AEROSPACE | $270.64万 | 0.64% | 9,537 | -50 | -0.5% | -$1.42万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $268.36万 | 0.64% | 18,305 | 50 | 0.3% | $7,330 | 加仓 |
| CSCO | CISCO SYS INC | $268.04万 | 0.64% | 34,546 | 8,501 | 32.6% | $65.96万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $262.70万 | 0.63% | 159,891 | 7,543 | 5.0% | $12.39万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $260.66万 | 0.62% | 71,239 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $259.89万 | 0.62% | 8,835 | 42 | 0.5% | $1.24万 | 加仓 |
| XBI | SPDR SERIES TRUST | $250.07万 | 0.60% | 19,578 | 5,312 | 37.2% | $67.85万 | 加仓 |
| AMGN | AMGEN INC | $247.70万 | 0.59% | 7,040 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $244.55万 | 0.58% | 33,999 | 346 | 1.0% | $2.49万 | 加仓 |
| MDT | MEDTRONIC PLC | $243.70万 | 0.58% | 28,125 | 0 | 0.0% | — | 不变 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $240.80万 | 0.57% | 69,275 | 1,500 | 2.2% | $5.21万 | 加仓 |
| BP | BP PLC | $235.95万 | 0.56% | 50,202 | -1,000 | -2.0% | -$4.70万 | 减仓 |
| CB | CHUBB LTD SWITZ | $234.15万 | 0.56% | 7,184 | -10 | -0.1% | -$3,259 | 减仓 |
| XES | SPDR SERIES TRUST | $230.04万 | 0.55% | 19,775 | 2,855 | 16.9% | $33.21万 | 加仓 |
| NVO | NOVO-NORDISK A S | $228.56万 | 0.54% | 62,192 | -60 | -0.1% | -$2,205 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $228.40万 | 0.54% | 70,428 | 2,245 | 3.3% | $7.28万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $227.37万 | 0.54% | 5,824 | 5,824 | — | $227.37万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $227.28万 | 0.54% | 13,032 | 514 | 4.1% | $8.96万 | 加仓 |
| GOOG | ALPHABET INC | $224.84万 | 0.54% | 7,838 | 333 | 4.4% | $9.55万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $224.34万 | 0.53% | 17,115 | -75 | -0.4% | -$9,831 | 减仓 |
| VXUS | VANGUARD STAR FDS | $215.15万 | 0.51% | 27,902 | 3,670 | 15.1% | $28.30万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $214.71万 | 0.51% | 8,858 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $214.06万 | 0.51% | 74,560 | -587 | -0.8% | -$1.69万 | 减仓 |
| — | HONEYWELL INTL INC | $208.63万 | 0.50% | 9,230 | 55 | 0.6% | $1.24万 | 加仓 |
| LIN | LINDE PLC | $207.23万 | 0.49% | 4,180 | 310 | 8.0% | $15.37万 | 加仓 |
| VGT | VANGUARD WORLD FD | $205.34万 | 0.49% | 2,943 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $198.90万 | 0.47% | 3,446 | -500 | -12.7% | -$28.86万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $194.06万 | 0.46% | 38,658 | -1,860 | -4.6% | -$9.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $192.69万 | 0.46% | 3,225 | 43 | 1.4% | $2.57万 | 加仓 |
| WFC | WELLS FARGO & CO | $192.52万 | 0.46% | 24,183 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $192.50万 | 0.46% | 18,412 | 18,412 | — | $192.50万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $191.92万 | 0.46% | 61,929 | -6,145 | -9.0% | -$19.04万 | 减仓 |
| GOOGL | ALPHABET INC | $186.20万 | 0.44% | 6,475 | 286 | 4.6% | $8.22万 | 加仓 |
| — | EXXON MOBIL CORP | $184.67万 | 0.44% | 10,885 | -503 | -4.4% | -$8.53万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $177.47万 | 0.42% | 28,970 | -100 | -0.3% | -$6,126 | 减仓 |
| EG | EVEREST GROUP LTD | $175.03万 | 0.42% | 5,355 | 50 | 0.9% | $1.63万 | 加仓 |
| DGT | SPDR SERIES TRUST | $173.29万 | 0.41% | 10,221 | -100 | -1.0% | -$1.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $173.16万 | 0.41% | 6,611 | 214 | 3.3% | $5.61万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $161.71万 | 0.39% | 33,049 | 4,995 | 17.8% | $24.44万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $159.21万 | 0.38% | 24,845 | -100 | -0.4% | -$6,408 | 减仓 |
| NUE | NUCOR CORP | $157.60万 | 0.38% | 9,320 | -432 | -4.4% | -$7.31万 | 减仓 |
| IJR | ISHARES TR | $155.61万 | 0.37% | 12,518 | 250 | 2.0% | $3.11万 | 加仓 |
| PFE | PFIZER INC | $154.23万 | 0.37% | 54,925 | -8,578 | -13.5% | -$24.09万 | 减仓 |
| ARCB | ARCBEST CORP | $149.85万 | 0.36% | 15,235 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $148.22万 | 0.35% | 14,016 | -400 | -2.8% | -$4.23万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $146.37万 | 0.35% | 39,550 | -1,100 | -2.7% | -$4.07万 | 减仓 |
| INTC | INTEL CORP | $143.29万 | 0.34% | 32,470 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $139.81万 | 0.33% | 15,053 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $139.40万 | 0.33% | 23,715 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $138.86万 | 0.33% | 52,900 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $132.38万 | 0.32% | 54,189 | -300 | -0.6% | -$7,329 | 减仓 |
| GDX | VANECK ETF TRUST | $127.95万 | 0.30% | 13,942 | 1,002 | 7.7% | $9.20万 | 加仓 |
| RTX | RTX CORPORATION | $126.23万 | 0.30% | 6,544 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $125.50万 | 0.30% | 6,026 | 65 | 1.1% | $1.35万 | 加仓 |
| IHI | ISHARES TR | $122.21万 | 0.29% | 22,907 | 175 | 0.8% | $9,336 | 加仓 |