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Mechanics Bank Trust Department 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mechanics Bank Trust Department
报告期 2026-03-31 · CIK 0001439743
持仓数
199
前50大市值合计
$531.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 149 项
建仓 3
增持 57
减持 77
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$7.2M
96,068
-0%
减持
AAPL
APPLE INC
-$7.0M
179,332
-1%
减持
MSFT
MICROSOFT CORP
-$4.6M
88,890
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GOOGL
ALPHABET INC
-$4.0M
7,568
+3%
减持
LQD
ISHARES TR
-$3.7M
235,346
-4%
减持
VUG
VANGUARD INDEX FDS
-$3.4M
51,741
-1%
增持
QQQ
INVESCO QQQ TR
-$3.1M
41,720
+2%
增持
AMZN
AMAZON COM INC
-$3.1M
73,202
+2096%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.7M
48,912
减持
CVX
CHEVRON CORP NEW
-$2.4M
73,569
-8%
增持
COST
COSTCO WHSL CORP NEW
-$2.2M
23,141
+0%
增持
IYW
ISHARES TR
-$1.9M
88,097
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.9M
20,414
-3%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$1.8M
117,865
+61%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.7M
22,426
+1%
减持
IWO
ISHARES TR
-$1.6M
27,786
-4%
减持
AGG
ISHARES TR
-$1.6M
72,705
-13%
减持
INTC
INTEL CORP
-$1.5M
98,055
-7%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
42,714
-2%
减持
ORCL
ORACLE CORP
-$1.4M
108,841
-0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.3M
121,595
+126%
减持
DIS
DISNEY WALT CO
-$1.2M
13,703
-25%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.2M
26,852
-1%
减持
MO
ALTRIA GROUP INC
-$1.1M
84,332
-6%
增持
XLF
SELECT SECTOR SPDR TR
-$1.1M
168,280
+0%
减持
IJK
ISHARES TR
-$1.1M
82,525
-0%
增持
USHY
ISHARES TR
-$1.1M
289,808
+1%
减持
IWF
ISHARES TR
-$1.1M
16,064
-3%
减持
ABT
ABBOTT LABS
-$1.0M
104,744
-0%
减持
CSCO
CISCO SYS INC
-$995.0K
73,672
-1%
减持
V
VISA INC
-$986.0K
38,975
-0%
减持
EFG
ISHARES TR
-$951.0K
14,528
-34%
减持
USMV
ISHARES TR
-$909.0K
81,903
-5%
增持
JPM
JPMORGAN CHASE & CO
-$907.0K
39,222
+0%
增持
NVDA
NVIDIA CORPORATION
-$879.0K
15,350
+31%
减持
GOOG
ALPHABET INC
-$868.0K
1,411
-0%
减持
PYPL
PAYPAL HLDGS INC
-$829.0K
14,040
-10%
减持
XLI
SELECT SECTOR SPDR TR
-$807.0K
47,655
-1%
增持
WMT
WALMART INC
-$802.0K
29,543
+0%
增持
ROST
ROSS STORES INC
-$775.0K
38,300
+0%
增持
XLY
SELECT SECTOR SPDR TR
-$699.0K
16,203
+2%
增持
SHOP
SHOPIFY INC
-$692.0K
11,650
+645%
增持
FCOM
FIDELITY COVINGTON TRUST
-$669.0K
69,342
+0%
减持
BOND
PIMCO ETF TR
-$636.0K
26,921
-14%
减持
PAYX
PAYCHEX INC
-$570.0K
23,385
-1%
减持
HON
HONEYWELL INTL INC
-$555.0K
24,200
-1%
建仓
NFLX
NETFLIX INC
+$552.0K
3,155
增持
NKE
NIKE INC
-$521.0K
17,292
+2%
减持
EMR
EMERSON ELEC CO
-$451.0K
23,986
-0%
增持
HD
HOME DEPOT INC
-$450.0K
20,213
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$429.0K
25,056
+0%
减持
IDV
ISHARES TR
-$415.0K
28,251
-24%
增持
UPS
UNITED PARCEL SERVICE INC
-$415.0K
14,854
+2%
减持
CMCSA
COMCAST CORP NEW
-$412.0K
31,225
-11%
增持
DVY
ISHARES TR
-$407.0K
40,666
+0%
增持
BAC
BK OF AMERICA CORP
-$405.0K
40,966
+0%
增持
PG
PROCTER AND GAMBLE CO
-$398.0K
58,653
+1%
减持
BAX
BAXTER INTL INC
-$393.0K
25,641
-3%
增持
IWP
ISHARES TR
+$374.0K
78,399
+35%
减持
SDY
SPDR SER TR
-$364.0K
30,770
-2%
清仓
CSV
CARRIAGE SVCS INC
-$343.0K
0
-100%
增持
—
BLACKROCK INC
-$343.0K
3,535
+8%
增持
ENB
ENBRIDGE INC
-$340.0K
90,723
+0%
减持
YUM
YUM BRANDS INC
-$331.0K
17,962
-10%
增持
—
EXXON MOBIL CORP
+$322.0K
97,409
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$318.0K
29,820
-1%
减持
XLB
SELECT SECTOR SPDR TR
-$309.0K
16,079
-5%
减持
FDLO
FIDELITY COVINGTON TRUST
-$307.0K
39,010
-5%
增持
TIP
ISHARES TR
+$298.0K
23,401
+23%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$295.0K
90,587
-1%
增持
UNP
UNION PAC CORP
-$295.0K
8,258
+10%
清仓
SYK
STRYKER CORPORATION
-$294.0K
0
-100%
增持
IJR
ISHARES TR
-$284.0K
22,845
+3%
减持
CVS
CVS HEALTH CORP
-$278.0K
21,935
-4%
清仓
EFA
ISHARES TR
-$275.0K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$271.0K
1,375
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$270.0K
42,196
-4%
清仓
DE
DEERE & CO
-$258.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$252.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
-$251.0K
24,362
+0%
增持
DHR
DANAHER CORPORATION
-$248.0K
9,035
+4%
增持
LOW
LOWES COS INC
-$240.0K
11,496
+3%
清仓
—
ACCENTURE PLC IRELAND
-$240.0K
0
-100%
清仓
INTU
INTUIT
-$240.0K
0
-100%
减持
—
MEDTRONIC PLC
-$237.0K
9,804
-3%
清仓
APD
AIR PRODS & CHEMS INC
-$233.0K
0
-100%
清仓
EBAY
EBAY INC.
-$228.0K
0
-100%
清仓
CSW
CSW INDUSTRIALS INC
-$226.0K
0
-100%
减持
—
LAM RESEARCH CORP
-$226.0K
1,704
-4%
增持
MRSH
MARSH & MCLENNAN COS INC
-$214.0K
18,857
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$210.0K
19,465
-2%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$208.0K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$199.0K
31,797
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$180.0K
7,421
+4%
减持
MRK
MERCK & CO INC
+$179.0K
29,961
-4%
增持
T
AT&T INC
-$172.0K
69,370
+1%
增持
—
SVB FINANCIAL GROUP
-$161.0K
1,537
+12%
减持
PM
PHILIP MORRIS INTL INC
+$149.0K
31,917
-0%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$148.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$136.0K
9,575
-1%
减持
—
HANESBRANDS INC
-$134.0K
12,700
-29%
增持
COP
CONOCOPHILLIPS
-$130.0K
13,248
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$129.0K
20,612
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$122.0K
16,167
-3%
减持
—
ETF MANAGERS TR
-$122.0K
8,890
-1%
减持
MCD
MCDONALDS CORP
-$122.0K
39,695
-1%
增持
MA
MASTERCARD INCORPORATED
-$122.0K
3,695
+3%
增持
ITW
ILLINOIS TOOL WKS INC
-$121.0K
5,704
+3%
增持
APH
AMPHENOL CORP NEW
-$116.0K
14,287
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$113.0K
2,053
-1%
减持
JNJ
JOHNSON & JOHNSON
-$109.0K
74,461
-1%
减持
RSG
REPUBLIC SVCS INC
-$108.0K
27,535
-2%
减持
WM
WASTE MGMT INC DEL
-$107.0K
13,019
-2%
增持
GS
GOLDMAN SACHS GROUP INC
-$105.0K
4,893
+4%
增持
CBRE
CBRE GROUP INC
+$103.0K
5,459
+67%
增持
IJH
ISHARES TR
-$103.0K
3,648
+5%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$103.0K
4,748
+1%
增持
TGT
TARGET CORP
+$102.0K
12,553
+59%
减持
SRE
SEMPRA
-$101.0K
5,200
-1%
减持
WFC
WELLS FARGO CO NEW
-$100.0K
7,825
-7%
减持
D
DOMINION ENERGY INC
-$96.0K
18,274
-0%
减持
MOO
VANECK ETF TRUST
-$95.0K
5,143
-0%
减持
ABBV
ABBVIE INC
-$93.0K
10,231
-0%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$90.0K
18,950
-13%
增持
DUK
DUKE ENERGY CORP NEW
-$90.0K
21,548
+0%
增持
SBUX
STARBUCKS CORP
-$87.0K
11,036
+8%
减持
PEP
PEPSICO INC
-$86.0K
28,967
-1%
减持
XLRE
SELECT SECTOR SPDR TR
-$83.0K
11,075
-0%
增持
KO
COCA COLA CO
+$82.0K
82,766
+0%
减持
SUSA
ISHARES TR
-$71.0K
4,170
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$67.0K
8,518
-5%
减持
AMT
AMERICAN TOWER CORP NEW
-$58.0K
12,172
-3%
增持
EL
LAUDER ESTEE COS INC
-$53.0K
4,545
+2%
减持
GPC
GENUINE PARTS CO
+$51.0K
7,958
-0%
减持
AMGN
AMGEN INC
-$51.0K
5,631
-4%
增持
SO
SOUTHERN CO
+$47.0K
33,245
+4%
减持
EEM
ISHARES TR
-$40.0K
6,855
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$35.0K
3,797
+21%
减持
SPTS
SPDR SER TR
-$34.0K
16,998
-6%
增持
ZTS
ZOETIS INC
-$30.0K
13,654
+8%
减持
LLY
LILLY ELI & CO
-$29.0K
5,536
-13%
减持
PFE
PFIZER INC
-$29.0K
155,830
-2%
增持
XPCQX
PIMCO CALIF MUN INCOME FD
+$28.0K
41,050
+6%
增持
NEE
NEXTERA ENERGY INC
-$22.0K
8,795
+6%
减持
NOC
NORTHROP GRUMMAN CORP
+$20.0K
2,663
-5%
减持
CLX
CLOROX CO DEL
-$12.0K
4,373
-3%
减持
KMB
KIMBERLY-CLARK CORP
+$12.0K
5,880
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$1.0K
58,361
+0%
减持
ED
CONSOLIDATED EDISON INC
+$0
2,150
-1%