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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,830.92万 | 8.22% | 80,217 | -4,427 | -5.2% | -$211.42万 | 减仓 |
| AAPL | APPLE INC | $2,022.67万 | 4.34% | 69,901 | -974 | -1.4% | -$28.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,024.25万 | 2.20% | 27,458 | -481 | -1.7% | -$17.94万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $949.40万 | 2.04% | 8,225 | -630 | -7.1% | -$72.72万 | 减仓 |
| IAU | ISHARES GOLD TR | $890.51万 | 1.91% | 117,933 | -4,037 | -3.3% | -$30.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $795.52万 | 1.71% | 47,992 | 4,453 | 10.2% | $73.81万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $719.30万 | 1.54% | 158,645 | -1,993 | -1.2% | -$9.04万 | 减仓 |
| IWM | ISHARES TR | $671.57万 | 1.44% | 22,352 | -75 | -0.3% | -$2.25万 | 减仓 |
| BAC | BANK OF AMER CORP | $645.15万 | 1.38% | 113,224 | 30,975 | 37.7% | $176.50万 | 加仓 |
| ABBV | ABBVIE INC | $641.83万 | 1.38% | 25,506 | -825 | -3.1% | -$20.76万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $638.37万 | 1.37% | 20,292 | -301 | -1.5% | -$9.47万 | 减仓 |
| WMT | WALMART INC | $597.92万 | 1.28% | 52,792 | -182 | -0.3% | -$2.06万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $596.30万 | 1.28% | 18,063 | -300 | -1.6% | -$9.90万 | 减仓 |
| IGM | ISHARES TR | $576.73万 | 1.24% | 35,257 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $576.61万 | 1.24% | 22,704 | -723 | -3.1% | -$18.36万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $576.16万 | 1.24% | 8,192 | -358 | -4.2% | -$25.18万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $566.73万 | 1.22% | 26,636 | -123 | -0.5% | -$2.62万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $545.87万 | 1.17% | 27,209 | 2,014 | 8.0% | $40.40万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $538.07万 | 1.15% | 32,948 | 2,697 | 8.9% | $44.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $512.36万 | 1.10% | 43,915 | -1,600 | -3.5% | -$18.67万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $495.38万 | 1.06% | 143,090 | -1,300 | -0.9% | -$4.50万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $483.86万 | 1.04% | 26,122 | -770 | -2.9% | -$14.26万 | 减仓 |
| META | META PLATFORMS INC | $447.82万 | 0.96% | 7,950 | 1,077 | 15.7% | $60.67万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $438.42万 | 0.94% | 5,745 | -79 | -1.4% | -$6.03万 | 减仓 |
| INTC | INTEL CORP | $434.25万 | 0.93% | 31,100 | -1,370 | -4.2% | -$19.13万 | 减仓 |
| HD | HOME DEPOT INC | $424.03万 | 0.91% | 12,023 | -8 | -0.1% | -$2,821 | 减仓 |
| QCOM | QUALCOMM INC | $404.02万 | 0.87% | 21,864 | -1,495 | -6.4% | -$27.63万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $397.34万 | 0.85% | 31,450 | -700 | -2.2% | -$8.84万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $395.34万 | 0.85% | 7,568 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $394.03万 | 0.85% | 33,546 | -1,000 | -2.9% | -$11.75万 | 减仓 |
| MET | METLIFE INC | $369.91万 | 0.79% | 43,720 | -2,915 | -6.3% | -$24.66万 | 减仓 |
| FDX | FEDEX CORP | $367.68万 | 0.79% | 11,742 | -70 | -0.6% | -$2.19万 | 减仓 |
| ORCL | ORACLE CORP | $366.80万 | 0.79% | 25,029 | -19 | -0.1% | -$2,784 | 减仓 |
| GEV | GE VERNOVA INC | $365.97万 | 0.79% | 3,115 | -32 | -1.0% | -$3.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $363.43万 | 0.78% | 7,263 | -2,142 | -22.8% | -$107.18万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $356.06万 | 0.76% | 57,653 | -1,184 | -2.0% | -$7.31万 | 减仓 |
| GE | GE AEROSPACE | $352.74万 | 0.76% | 9,438 | -99 | -1.0% | -$3.70万 | 减仓 |
| CBRE | CBRE GROUP INC | $351.33万 | 0.75% | 26,084 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $349.21万 | 0.75% | 24,951 | -225 | -0.9% | -$3.15万 | 减仓 |
| ADBE | ADOBE INC | $343.51万 | 0.74% | 16,755 | -95 | -0.6% | -$1.95万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $339.34万 | 0.73% | 158,571 | -1,320 | -0.8% | -$2.82万 | 减仓 |
| MCK | MCKESSON CORP | $332.99万 | 0.71% | 4,407 | 503 | 12.9% | $38.01万 | 加仓 |
| XBI | SPDR SERIES TRUST | $317.34万 | 0.68% | 20,053 | 475 | 2.4% | $7.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $308.94万 | 0.66% | 4,137 | -622 | -13.1% | -$46.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $308.24万 | 0.66% | 111,277 | -1,425 | -1.3% | -$3.95万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $306.09万 | 0.66% | 35,325 | -1,985 | -5.3% | -$17.20万 | 减仓 |
| NVO | NOVO-NORDISK A S | $302.46万 | 0.65% | 63,091 | 899 | 1.4% | $4.31万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $299.15万 | 0.64% | 93,573 | -3,535 | -3.6% | -$11.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $292.14万 | 0.63% | 8,925 | 90 | 1.0% | $2.95万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $288.83万 | 0.62% | 18,205 | -100 | -0.5% | -$1.59万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $285.66万 | 0.61% | 70,239 | -1,000 | -1.4% | -$4.07万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $282.11万 | 0.61% | 55,500 | -3,100 | -5.3% | -$15.76万 | 减仓 |
| VGT | VANGUARD WORLD FD | $279.29万 | 0.60% | 23,368 | -176 | -0.7% | -$2.10万 | 减仓 |
| CB | CHUBB LIMITED | $272.25万 | 0.58% | 7,990 | 806 | 11.2% | $27.46万 | 加仓 |
| B | BARRICK MNG CORP | $265.13万 | 0.57% | 72,184 | -695 | -1.0% | -$2.55万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $264.47万 | 0.57% | 69,487 | -941 | -1.3% | -$3.58万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $263.07万 | 0.56% | 9,053 | -245 | -2.6% | -$7.12万 | 减仓 |
| AMGN | AMGEN INC | $253.30万 | 0.54% | 6,995 | -45 | -0.6% | -$1.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $246.40万 | 0.53% | 3,346 | -100 | -2.9% | -$7.36万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $245.44万 | 0.53% | 8,728 | -130 | -1.5% | -$3.66万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $243.41万 | 0.52% | 33,732 | -267 | -0.8% | -$1.93万 | 减仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $242.00万 | 0.52% | 68,575 | -700 | -1.0% | -$2.47万 | 减仓 |
| NOW | SERVICENOW INC | $240.69万 | 0.52% | 24,244 | 5,832 | 31.7% | $57.90万 | 加仓 |
| GOOGL | ALPHABET INC | $232.11万 | 0.50% | 6,495 | 20 | 0.3% | $7,147 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $226.97万 | 0.49% | 16,590 | -525 | -3.1% | -$7.18万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $226.32万 | 0.49% | 53,454 | 14,796 | 38.3% | $62.65万 | 加仓 |
| ALAB | ASTERA LABS INC | $224.85万 | 0.48% | 4,655 | 4,655 | — | $224.85万 | 新建仓 |
| ARCB | ARCBEST CORP | $218.68万 | 0.47% | 15,235 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $213.28万 | 0.46% | 4,110 | -70 | -1.7% | -$3.63万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $212.71万 | 0.46% | 3,097 | -128 | -4.0% | -$8.79万 | 减仓 |
| MDT | MEDTRONIC PLC | $208.96万 | 0.45% | 26,711 | -1,414 | -5.0% | -$11.06万 | 减仓 |
| NUE | NUCOR CORP | $206.04万 | 0.44% | 9,250 | -70 | -0.8% | -$1.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $201.38万 | 0.43% | 24,368 | 185 | 0.8% | $1.53万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $198.98万 | 0.43% | 2,062 | -207 | -9.1% | -$19.98万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $190.93万 | 0.41% | 22,334 | -5,568 | -20.0% | -$47.60万 | 减仓 |
| IJR | ISHARES TR | $186.40万 | 0.40% | 12,568 | 50 | 0.4% | $7,415 | 加仓 |
| DGT | SPDR SERIES TRUST | $184.26万 | 0.40% | 9,971 | -250 | -2.4% | -$4.62万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $182.72万 | 0.39% | 9,132 | -3,900 | -29.9% | -$78.04万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $182.42万 | 0.39% | 34,348 | 5,378 | 18.6% | $28.56万 | 加仓 |
| BP | BP PLC | $181.92万 | 0.39% | 49,235 | -967 | -1.9% | -$3.57万 | 减仓 |
| EG | EVEREST GROUP LTD | $179.69万 | 0.39% | 5,030 | -325 | -6.1% | -$11.61万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $177.36万 | 0.38% | 24,893 | 48 | 0.2% | $3,420 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $177.21万 | 0.38% | 33,587 | 538 | 1.6% | $2.84万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $174.53万 | 0.37% | 71,090 | -3,470 | -4.7% | -$8.52万 | 减仓 |
| GOOG | ALPHABET INC | $174.05万 | 0.37% | 4,926 | -2,912 | -37.2% | -$102.89万 | 减仓 |
| XES | SPDR SERIES TRUST | $171.43万 | 0.37% | 15,295 | -4,480 | -22.7% | -$50.21万 | 减仓 |
| VB | VANGUARD INDEX FDS | $165.02万 | 0.35% | 5,444 | -1,167 | -17.7% | -$35.37万 | 减仓 |
| GPC | GENUINE PARTS CO | $163.00万 | 0.35% | 13,816 | -200 | -1.4% | -$2.36万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $155.79万 | 0.33% | 2,779 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.32% | 2 | -2 | -50.0% | -$149.77万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $149.18万 | 0.32% | 52,900 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $146.00万 | 0.31% | 23,215 | -500 | -2.1% | -$3.14万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $143.65万 | 0.31% | 45,982 | -15,947 | -25.8% | -$49.82万 | 减仓 |
| QUAL | ISHARES TR | $143.11万 | 0.31% | 6,522 | 288 | 4.6% | $6.32万 | 加仓 |
| — | EXXON MOBIL CORP | $141.64万 | 0.30% | 10,360 | -525 | -4.8% | -$7.18万 | 减仓 |
| MS | MORGAN STANLEY | $140.27万 | 0.30% | 6,710 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $138.14万 | 0.30% | 5,796 | -230 | -3.8% | -$5.48万 | 减仓 |
| ALL | ALLSTATE CORP | $135.86万 | 0.29% | 5,710 | 2,998 | 110.5% | $71.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $132.12万 | 0.28% | 15,053 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $129.92万 | 0.28% | 21,766 | 0 | 0.0% | — | 不变 |