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Mengis Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mengis Capital Management, Inc.
报告期 2026-03-31 · CIK 0001609674
持仓数
212
前50大市值合计
$413.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 135 项
增持 59
减持 64
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.4M
269,731
-0%
增持
MSFT
MICROSOFT CORP COM
-$5.2M
102,970
+0%
减持
DE
DEERE AND CO COM
-$3.7M
31,795
-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。
减持
COST
COSTCO WHSL CORP NEW COM
-$2.9M
28,910
-0%
增持
—
ALPHABET INC C NON VTNG SH
-$2.4M
4,145
+1%
清仓
—
SPX FLOW INC COM
-$2.2M
0
-100%
增持
AMZN
AMAZON COM INC COM
-$2.0M
36,380
+1910%
减持
GSIE
GS ETF TR INTL DVLPD
-$1.9M
324,698
-3%
清仓
—
VANGUARD SHRT TRM CORP BD FD
-$1.8M
0
-100%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$1.6M
25,904
+410%
增持
INTC
INTEL CORP COM
-$1.5M
126,343
+0%
减持
—
J P MORGAN CHASE AND CO
-$1.4M
60,468
-0%
减持
—
VALERO ENERGY CORP
-$1.3M
18,043
-44%
清仓
—
WISDOMTREE TR INTRST RATE HDGE
-$1.3M
0
-100%
减持
—
MERCK AND CO INC COM
+$1.3M
152,166
-1%
增持
SCHW
SCHWAB CHARLES CORP NE COM
-$1.3M
77,935
+6%
减持
BAC
BANK OF AMERICA CORP COM
-$1.3M
117,976
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
-$964.0K
9,958
+2%
减持
KR
KROGER CO COM
-$891.0K
74,181
-3%
减持
SCHX
SCHWAB US LRG CAP ETF
-$829.0K
75,704
-3%
减持
EMR
EMERSON ELEC CO COM
-$814.0K
43,732
-0%
减持
—
NUTRIEN LTD COM
-$794.0K
26,570
-5%
增持
DIS
WALT DISNEY CO
-$767.0K
31,773
+16%
减持
CVS
CVS CORP COM
-$764.0K
68,071
-3%
减持
SPY
SPDR TR UNIT SER 1
-$731.0K
9,294
-1%
减持
—
MINNESOTA MNNG AND MANUF
-$726.0K
36,923
-0%
增持
—
UBER TECHNOLOGIES INC COM
-$664.0K
44,625
+1%
减持
—
MARATHON PETE CORP COM
-$644.0K
18,775
-27%
增持
USB
US BANCORP DEL COM NEW
-$608.0K
85,240
+0%
增持
—
QUANTA SVCS INC COM
+$600.0K
30,690
+24%
增持
SCHM
SCHWAB US MID-CAP ETF
-$594.0K
50,607
+2%
减持
—
WALGREENS BOOTS ALLIAN COM
-$584.0K
69,450
-3%
增持
CVX
CHEVRON CORP COM
-$549.0K
79,943
+7%
减持
—
DU PONT E I DE NEMOURS COM
-$534.0K
28,840
-1%
增持
—
VANGUARD INT-TERM CORP BND FD
+$492.0K
9,965
+181%
增持
VZ
VERIZON COMMUNICATIONS
+$443.0K
178,445
+6%
减持
WFC
WELLS FARGO AND CO NEW COM
-$388.0K
18,752
-19%
增持
NKE
NIKE INC CL B
-$373.0K
11,505
+0%
减持
—
ALPHABET INC CLASS A
-$364.0K
563
-2%
减持
—
META PLATFORMS INC CL A
-$358.0K
4,403
-8%
增持
CMI
CUMMINS INC COM
+$349.0K
4,535
+76%
增持
IBM
INTERNATIONAL BUS MACH COM
+$338.0K
30,160
+0%
清仓
—
UNIVERSAL DISPLAY CORP COM
-$336.0K
0
-100%
清仓
—
NVIDIA CORP COM
-$314.0K
0
-100%
减持
—
ALLEGHENY TECHNOLOGIES
-$313.0K
69,354
-1%
增持
QCOM
QUALCOMM INC COM
-$298.0K
87,884
+17%
减持
—
VANGUARD BD INDEX FDS VANGUARD
-$293.0K
92,720
-6%
减持
IVW
ISHARES TR SP500 GRW
-$292.0K
5,908
-30%
增持
UPS
UNITED PARCEL SERVICE CL B
-$291.0K
15,046
+6%
减持
BMY
BRISTOL MYERS SQUIBB COM
-$291.0K
153,926
-7%
减持
NVS
NOVARTIS A G SPONSORED ADR
-$289.0K
85,861
-0%
减持
SCHA
SCHWAB US SML CAP ETF
-$286.0K
32,119
-1%
减持
UNP
UNION PAC CORP COM
-$282.0K
1,955
-23%
清仓
—
NORDSTROM INC COM
-$279.0K
0
-100%
增持
LLY
LILLY ELI & CO COM
+$273.0K
7,152
+0%
减持
SCHP
SCHWAB US TIPS ETF
-$250.0K
6,375
-36%
减持
IVV
ISHARES TR CORE S&P500 ETF
-$247.0K
2,915
-2%
清仓
ESGV
VANGUARD ESG US STK ETF
-$236.0K
0
-100%
减持
WY
WEYERHAEUSER CO COM
-$229.0K
39,230
-3%
清仓
HON
HONEYWELL INTL INC
-$227.0K
0
-100%
减持
VEU
VANGUARD INTL EQTY IDX ALLWRLD
-$224.0K
23,668
-3%
增持
—
VANECK MORNINGSTAR WIDE MOAT E
-$219.0K
47,839
+9%
减持
YELP
YELP INC CL A
-$218.0K
20,135
-12%
减持
PG
PROCTER AND GAMBLE CO COM
-$217.0K
22,738
-0%
清仓
TXN
TEXAS INSTRS INC COM
-$215.0K
0
-100%
减持
—
EXXON MOBIL CORP COM
+$211.0K
70,589
-0%
清仓
—
ROKU INC
-$211.0K
0
-100%
减持
BA
BOEING CO
-$211.0K
3,366
-4%
清仓
—
PUBLIC STORAGE 4.625 DEP PFD L
-$209.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS TOTAL STK M
-$204.0K
0
-100%
增持
IAU
ISHARES TR COMEX GOLD
-$194.0K
86,091
+1%
增持
AMD
ADVANCED MICRO DEVICES COM
-$185.0K
11,115
+17%
增持
CTRA
COTERRA ENERGY INC COM
-$175.0K
162,665
+0%
增持
LEN
LENNAR CORP CL A
-$173.0K
16,370
+0%
增持
SLB
SCHLUMBERGER LTD COM
-$165.0K
32,000
+1%
增持
SBUX
STARBUCKS CORP COM
-$164.0K
11,229
+0%
减持
—
WASTE MGMT INC DEL COM
-$160.0K
6,533
-11%
增持
AMAT
APPLIED MATLS INC COM
-$153.0K
4,408
+5%
减持
—
BLACKROCK INC COM
-$148.0K
883
-2%
增持
SCHB
SCHWAB STRATEGIC TR US BRD EQT
-$141.0K
16,022
+1%
增持
—
MEDTRONIC INC COM
+$140.0K
16,986
+36%
增持
GSLC
GS US LARGE CAP EQUITY ETF
-$138.0K
31,110
+12%
增持
MAT
MATTEL INC COM
+$137.0K
31,526
+24%
增持
CSCO
CISCO SYS INC COM
-$133.0K
11,140
+2%
减持
—
SPDR SERIES TRUST S&P BIOTECH
-$132.0K
7,721
-2%
减持
PM
PHILIP MORRIS INTL INC
-$128.0K
25,927
-9%
增持
KMB
KIMBERLY CLARK CORP COM
+$127.0K
10,197
+0%
增持
SCHD
SCHWAB STRATEGIC TR US DIVIDEN
-$120.0K
18,589
+1%
减持
—
ALCON INC ORD SHS
-$115.0K
10,803
-2%
增持
FSLR
FIRST SOLAR INC COM
-$113.0K
7,690
+1%
减持
IWM
ISHARES TR RUSSELL 2000 ETF
-$113.0K
3,123
-0%
减持
—
INCYTE CORP COM
-$112.0K
14,075
-5%
减持
—
VIATRIS INC COM
-$109.0K
100,680
-6%
减持
—
RAYTHEON TECHNOLOGIES COM
-$106.0K
32,345
-0%
减持
—
WT EMG MKT EX ST-OWNED
-$104.0K
13,701
-10%
增持
ORCL
ORACLE CORP COM
-$103.0K
8,470
+1%
增持
PENN
PENN NATL GAMING INC COM
+$103.0K
15,289
+79%
减持
—
ABBVIE INC. COM
-$95.0K
9,366
-1%
增持
SCHV
SCHWAB US LCAP VAL ETF
-$93.0K
10,459
+0%
减持
GD
GENERAL DYNAMICS CORP COM
-$87.0K
3,793
-1%
减持
GIS
GENERAL MLS INC COM
+$83.0K
17,412
-4%
减持
JNJ
JOHNSON AND JOHNSON COM
-$79.0K
60,400
-1%
减持
—
PINTEREST INC CL A
-$79.0K
11,900
-1%
减持
FDX
FEDEX CORP COM
-$64.0K
12,094
-0%
减持
—
KELLOGG CO COM
-$64.0K
3,761
-27%
减持
BWA
BORGWARNER INC COM
-$62.0K
7,750
-6%
增持
—
BANK OF AMERICA PREF IV FLTNG
-$61.0K
49,311
+1%
增持
ITOT
ISHARES TR CORE S&P TTL STK
-$55.0K
6,135
+9%
减持
—
NORTHWEST NATURAL HOLDINGS
-$55.0K
6,774
-16%
减持
—
ISHARES TR CORE MSCI TOTAL
-$55.0K
5,329
-1%
减持
—
ORGANON & CO COMMON STOCK
-$54.0K
6,258
-18%
增持
—
EATON CORP COM
-$53.0K
2,487
+3%
减持
SCHF
SCHWAB INTL EQTY ETF
-$49.0K
8,029
-2%
增持
COLB
COLUMBIA BKG SYS INC COM
-$43.0K
11,922
+0%
减持
WMB
WILLIAMS COS INC DEL COM
-$42.0K
14,963
-2%
增持
BCD
ALL COMMODITY ABERDEEN ETF
-$41.0K
24,549
+1%
减持
—
NEXTERA ENERGY INC COM
-$41.0K
4,034
-3%
减持
PEP
PEPSICO INC COM
-$38.0K
51,460
-0%
增持
ABT
ABBOTT LABS COM
-$38.0K
4,713
+1%
增持
VIG
VANGUARD SPECIALIZED DIV APP E
-$35.0K
2,728
+4%
增持
SFIX
STITCH FIX INC COM CL A
-$35.0K
27,704
+63%
增持
—
SILK ROAD MEDICAL INC.
-$35.0K
12,460
+5%
增持
FNDX
US LARGE CAP FUNDAMENTAL ETF
-$31.0K
5,035
+2%
增持
CAT
CATERPILLAR INC DEL COM
+$30.0K
1,412
+42%
增持
—
US BANCORP DEL PFD B 1/1000DP
-$28.0K
45,789
+1%
增持
—
WELLS FARGO AND CO DEP 1/1000
-$28.0K
36,131
+1%
增持
BP
BP PLC SPONSORED ADR
-$26.0K
25,507
+0%
减持
PFE
PFIZER INC COM
+$25.0K
68,732
-1%
增持
—
KINDER MORGAN INC DEL COM
-$23.0K
10,481
+0%
增持
—
GOLDMAN SACHS GRP PFD K 6.375
-$16.0K
30,483
+0%
减持
AMGN
AMGEN INC COM
-$12.0K
6,856
-1%
增持
—
WISDOMTREE TR US ENHANCED DIV
+$7.0K
2,483
+15%
增持
—
SCHWAB CHARLES CORP NE DSHS 1/
-$7.0K
20,973
+0%
增持
—
WISDOMTREE TRUST JAPN HEDGE EQ
-$5.0K
6,290
+1%
减持
KO
COCA COLA CO COM
+$4.0K
57,916
-1%
