MM

Meridian Management Co

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$4.0亿

申报季度: 2026-03-31 · 持股只数: 101

MERIDIAN MANAGEMENT CO在最新一期 13F 报告中披露了 101 项持股，申报期为 2026-03-31，总持股市值约为 US$4.0亿，季度换手率为 19.2%。

浏览其他1 亿至 10 亿美元机构浏览其他以“M”开头的机构

机构性格雪花图

集中度
15.51
持仓稳定性
19.17
动能／逆势
100
行业集中度
51.84
多样化
100
仓位均衡度
85.28

近期动向

  • 加仓 AGG

    +3323.8%　US$690.1万

  • 减仓 TIP

    -36.8%　-US$577.5万

  • 减仓 IVV

    -9.0%　-US$464.1万

  • 减仓 GOOG

    -35.7%　-US$416.6万

  • 加仓 MSFT

    +1135.6%　US$219.2万

  • 减仓 ULTA

    -17.3%　-US$185.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 81 大持股（共 101 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VEAVanguard Ftse Developed ETFETF-其他9.62%-0.09%-3.88%
2VCITVanguard Int-term CorporateETF-投资级公司债8.19%+0.35%+5.09%
3IVVIshares Core S&p 500 ETFETF-大型股与成长7.61%-1.11%-8.96%
4GVIIshares Intermediate GovernmETF-其他6.11%+0.10%+1.82%
5IJHIshares Core S&p Midcap ETFETF-其他5.10%+0.11%-0.66%
6VWOVanguard Ftse Emerging MarkeETF-新兴市场4.04%+0.35%+8.42%
7IJRIshares Core S&p Small-cap EETF-中小型股3.23%-0.16%-8.48%
8IEFIshares 7-10 Year Treasury BETF-政府公债3.12%+0.19%+6.85%
9INTFIshares International EquityETF-其他2.59%—-1.55%
10WMTWalmart INC股票-非周期性消费2.50%+0.27%—
11TIPIshares Tips Bond ETFETF-其他2.49%-1.42%-36.84%
12IEURIshares Core Msci Europe ETFETF-其他2.18%—-0.18%
13DEDeere & Co股票-工业1.81%+0.33%+0.69%
14AGGIshares Core U.s. AggregateETF-其他1.77%+1.72%+3323.76%
15KEYSKeysight Technologies In股票-科技1.64%-0.25%-37.78%
16CPAYCorpay INC股票-科技1.60%—+0.24%
17AMZNAmazon.com INC股票-周期性消费1.59%-0.16%+0.42%
18GOOGAlphabet Inc-cl C股票-通信服务1.48%-1.02%-35.65%
19SCHASchwab US Small-cap ETFETF-其他1.42%-0.06%-6.66%
20GNRCGenerac Holdings INC股票-工业1.39%+0.42%-0.15%
21VOVanguard Mid-cap ETFETF-其他1.38%—-0.21%
22METAMeta Platforms Inc-class A股票-通信服务1.38%-0.19%+0.57%
23TMOThermo Fisher Scientific INC股票-医疗保健1.30%-0.25%-1.64%
24PWRQuanta Services INC股票-工业1.26%+0.24%-5.90%
25IQVIqvia Holdings INC股票-医疗保健1.24%-0.39%-0.48%
26EWJIshares Msci Japan ETFETF-其他1.20%——
27ULTAUlta Beauty INC股票-周期性消费1.15%-0.46%-17.32%
28AAPLApple INC股票-科技1.13%-0.09%-1.16%
29VVisa Inc-class A Shares股票-金融1.10%-0.14%+2.22%
30CRMSalesforce INC股票-科技1.09%-0.45%-0.27%
31TPLTexas Pacific Land CORP股票-能源0.96%+0.41%+5.75%
32FTNTFortinet INC股票-科技0.95%—+0.56%
33EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.93%+0.08%—
34ADBEAdobe INC股票-科技0.92%-0.40%+0.29%
35INTUIntuit INC股票-科技0.92%+0.92%NEW
36NVDANvidia CORP股票-科技0.85%-0.06%+0.10%
37IWFIshares Russell 1000 GrowthETF-其他0.81%-0.17%-8.76%
38APDAir Products & Chemicals INC股票-原材料0.79%+0.79%NEW
39AVGOBroadcom INC股票-科技0.73%-0.08%+0.30%
40CVXChevron CORP股票-能源0.72%+0.72%NEW
41SPGIS&p Global INC股票-金融0.64%+0.64%NEW
42RMDResmed INC股票-医疗保健0.63%—+0.62%
43MSFTMicrosoft CORP股票-科技0.61%+0.55%+1135.63%
44RTXRtx CORP股票-工业0.58%—-0.82%
45ICEIntercontinental Exchange In股票-金融0.58%+0.58%NEW
46CSXCsx CORP股票-工业0.55%+0.07%—
47KOCoca-cola Co/the股票-非周期性消费0.49%——
48IBMIntl Business Machines CORP股票-科技0.44%-0.10%—
49EWCIshares Msci Canada ETFETF-其他0.42%——
50IYWIshares Ustechnology ETFETF-科技型0.42%——
1–50 of 81

本季持股变动

Meridian Management Co 在 2026-03-31 最显著的持仓异动： 新建仓: Intuit INC (INTU); 新建仓: Air Products & Chemicals INC (APD); 新建仓: Chevron CORP (CVX); 清仓: Workday Inc-class A (WDAY); 新建仓: S&p Global INC (SPGI).

Meridian Management Co 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AGGIshares Core U.s. Aggregate+1.7%+3323.76%加仓
2MSFTMicrosoft CORP+0.6%+1135.63%加仓
3GNRCGenerac Holdings INC+0.4%-0.15%减仓
4TPLTexas Pacific Land CORP+0.4%+5.75%加仓
5VWOVanguard Ftse Emerging Marke+0.4%+8.42%加仓
6VCITVanguard Int-term Corporate+0.4%+5.09%加仓
7DEDeere & Co+0.3%+0.69%加仓
8WMTWalmart INC+0.3%—不变
9PWRQuanta Services INC+0.2%-5.90%减仓
10IEFIshares 7-10 Year Treasury B+0.2%+6.85%加仓
11IJHIshares Core S&p Midcap ETF+0.1%-0.66%减仓
12GVIIshares Intermediate Governm+0.1%+1.82%加仓
13EMXCIshares Msci Emr Mrk Ex Chna+0.1%—不变
14SCHDSchwab US Dvd Equity ETF+0.1%+20.77%加仓
15CSXCsx CORP+0.1%—不变
16GEVGE Vernova INC+0.1%—不变
17XOMExxon Mobil CORP+0.1%—不变
18SCHASchwab US Small-cap ETF-0.1%-6.66%减仓
19NVDANvidia CORP-0.1%+0.10%加仓
20AVGOBroadcom INC-0.1%+0.30%加仓
21SCHRSchwab Intermediate-term US-0.1%-47.09%减仓
22VEAVanguard Ftse Developed ETF-0.1%-3.88%减仓
23AAPLApple INC-0.1%-1.16%减仓
24IBMIntl Business Machines CORP-0.1%—不变
25VVisa Inc-class A Shares-0.1%+2.22%加仓
26IJRIshares Core S&p Small-cap E-0.2%-8.48%减仓
27AMZNAmazon.com INC-0.2%+0.42%加仓
28IWFIshares Russell 1000 Growth-0.2%-8.76%减仓
29METAMeta Platforms Inc-class A-0.2%+0.57%加仓
30TMOThermo Fisher Scientific INC-0.3%-1.64%减仓
31KEYSKeysight Technologies In-0.3%-37.78%减仓
32IQVIqvia Holdings INC-0.4%-0.48%减仓
33ADBEAdobe INC-0.4%+0.29%加仓
34CRMSalesforce INC-0.5%-0.27%减仓
35ULTAUlta Beauty INC-0.5%-17.32%减仓
36GOOGAlphabet Inc-cl C-1%-35.65%减仓
37IVVIshares Core S&p 500 ETF-1.1%-8.96%减仓
38TIPIshares Tips Bond ETF-1.4%-36.84%减仓
39INTUIntuit INC—NEW新建仓
40APDAir Products & Chemicals INC—NEW新建仓
41CVXChevron CORP—NEW新建仓
42WDAYWorkday Inc-class A—EXIT清仓
43SPGIS&p Global INC—NEW新建仓
44ICEIntercontinental Exchange In—NEW新建仓
45XLKSs Technology Select Sector—EXIT清仓
46NICENice LTD - Spon Adr—EXIT清仓
47SCHQSchwab Long-term US Treasury—EXIT清仓
48NEARIshares Sh Dba ETF Usd INC—EXIT清仓
49OIIOceaneering Intl INC—NEW新建仓
50IGIBIshares 5-10y Inv Grade CORP—EXIT清仓

FAQ

Meridian Management Co 是什么机构？属于哪种投资人类型？
Meridian Management Co 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.0亿，分布在 101 个已申报仓位之中。
Meridian Management Co 目前前几大持股有哪些？
根据最新 13F 申报，Meridian Management Co 按市值排列的前几大持股为： 1. Vanguard Ftse Developed ETF (VEA) — US$3865.5万 (9.6%) 2. Vanguard Int-term Corporate (VCIT) — US$3290.1万 (8.2%) 3. Ishares Core S&p 500 ETF (IVV) — US$3058.9万 (7.6%) 4. Ishares Intermediate Governm (GVI) — US$2454.9万 (6.1%) 5. Ishares Core S&p Midcap ETF (IJH) — US$2048.4万 (5.1%)
Meridian Management Co 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Meridian Management Co 共进行了 44 项显著调整：新建仓 6 个仓位、加仓 15 个既有持股、减仓 17 个仓位，并完全清仓 6 个持股。 其中幅度最大的异动：新建仓: Intuit INC (INTU); 新建仓: Air Products & Chemicals INC (APD); 新建仓: Chevron CORP (CVX); 清仓: Workday Inc-class A (WDAY); 新建仓: S&p Global INC (SPGI)
Meridian Management Co 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Meridian Management Co 的主要板块分布如下： • Information Technology: 31.1% • Industrials: 19.4% • Health Care: 9.8% • Consumer Staples: 8.7% • Communication Services: 8.1% • Consumer Discretionary: 7.9%

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