13F 机构持仓

Mechanics Bank Trust Department

Walnut Creek CA · SEC CIK 0001439743

2026Q22026Q1 更早 9 个季度 🔒
$7.22亿2026Q1 申报市值
199持仓数
33.1%前十大占比 · 第一大 5.1%
6 / 9新建仓 / 清仓
申报市值走势$8.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 5.1%
MCHB 4.7%
AAPL 4.6%
GOOGL 4.4%
MSFT 3.7%
IWP 2.5%
COST 2.2%
QQQ 2.1%
JEPI 2.0%
EXXON MOBIL CO 1.9%

2026Q1 买入最多 按季末市值估算

VCIT 加仓+$369.54万
VWO 加仓+$328.32万
VYMI 加仓+$130.15万
VEA 加仓+$107.49万
JEPQ 加仓+$91.03万

2026Q1 卖出最多 按季末市值估算

MCHB 减仓-$1,653.87万
BKLN 减仓-$194.12万
LQD 减仓-$80.74万
TLT 减仓-$80.32万
GOOGL 减仓-$73.87万

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
INTU INTUIT $00.00%0 -813-100.0% -$53.85万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,822-100.0% -$36.99万 清仓
CRM SALESFORCE INC $00.00%0 -1,290-100.0% -$34.17万 清仓
IUSG ISHARES TR $00.00%0 -1,704-100.0% -$28.62万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 —— — 申报中断
SYY SYSCO CORP $00.00%0 -2,999-100.0% -$22.10万 清仓
BOND PIMCO ETF TR $00.00%0 -2,371-100.0% -$22.07万 清仓
BA BOEING CO $00.00%0 —— — 申报中断
BRO BROWN & BROWN INC $00.00%0 -2,715-100.0% -$21.64万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 -1,500-100.0% -$20.41万 清仓
DBC INVESCO DB COMMDY INDX TRCK $00.00%0 -9,100-100.0% -$20.35万 清仓
FTMA PUTNAM ETF TRUST $13.29万0.02%14,830 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $20.12万0.03%583 -143-19.7% -$4.94万 减仓
VO VANGUARD INDEX FDS $20.59万0.03%717 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $20.84万0.03%738 -301-29.0% -$8.50万 减仓
PH PARKER-HANNIFIN CORP $20.86万0.03%233 233— $20.86万 新建仓
BKR BAKER HUGHES COMPANY $21.67万0.03%3,550 3,550— $21.67万 新建仓
USB US BANCORP $21.84万0.03%4,200 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $22.11万0.03%1,625 -250-13.3% -$3.40万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $22.65万0.03%1,440 00.0% — 不变
TRNO TERRENO RLTY CORP $22.79万0.03%3,710 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $23.78万0.03%4,738 -2,706-36.4% -$13.58万 重新持有
CB CHUBB LTD SWITZ $23.79万0.03%730 730— $23.79万 新建仓
FERG FERGUSON ENTERPRISES INC $24.66万0.03%1,057 899.2% $2.08万 加仓
BKNG BOOKING HOLDINGS INC $24.84万0.03%59 -3-4.8% -$1.26万 减仓
CMCSA COMCAST CORP NEW $25.10万0.03%8,743 -2,047-19.0% -$5.88万 减仓
AZO AUTOZONE INC $25.33万0.04%75 00.0% — 不变
VLO VALERO ENERGY CORP $25.57万0.04%1,035 1,035— $25.57万 新建仓
URI UNITED RENTALS INC $26.74万0.04%367 367— $26.74万 新建仓
SBUX STARBUCKS CORP $28.00万0.04%3,125 -838-21.1% -$7.51万 减仓
WCN WASTE CONNECTIONS INC $28.35万0.04%1,745 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP $28.96万0.04%4,615 51412.5% $3.23万 加仓
IWD ISHARES TR $29.02万0.04%1,358 -42-3.0% -$8,974 减仓
EEM ISHARES TR $29.77万0.04%5,242 99623.5% $5.66万 加仓
D DOMINION ENERGY INC $30.20万0.04%4,885 -625-11.3% -$3.86万 减仓
MTG MGIC INVT CORP WIS $31.62万0.04%12,045 3,44540.1% $9.04万 加仓
IBB ISHARES TR $31.66万0.04%1,875 -125-6.2% -$2.11万 减仓
ETN EATON CORP PLC $32.01万0.04%895 303.5% $1.07万 加仓
L LOEWS CORP $32.02万0.04%3,000 3,000— $32.02万 新建仓
WELL WELLTOWER INC $32.60万0.05%1,649 00.0% — 不变
HSY HERSHEY CO $33.26万0.05%1,600 -75-4.5% -$1.56万 减仓
UPS UNITED PARCEL SVCS INC $33.94万0.05%3,450 -305-8.1% -$3.00万 减仓
SHW SHERWIN WILLIAMS CO $33.98万0.05%1,060 00.0% — 不变
MDLZ MONDELEZ INTL INC $34.26万0.05%5,943 -400-6.3% -$2.31万 减仓
ZTS ZOETIS INC $34.34万0.05%2,905 -227-7.2% -$2.68万 减仓
AMAT APPLIED MATLS INC $34.38万0.05%1,006 00.0% — 不变
— VANECK ETF TRUST $34.70万0.05%14,485 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $35.01万0.05%840 00.0% — 不变
PGR PROGRESSIVE CORP $35.17万0.05%1,774 150.9% $2,974 加仓
EBAY EBAY INC. $36.23万0.05%3,980 00.0% — 不变
AXP AMERICAN EXPRESS CO $36.30万0.05%1,200 -60-4.8% -$1.81万 减仓
CBRE CBRE GROUP INC $37.01万0.05%2,732 -473-14.8% -$6.41万 减仓
NKE NIKE INC $39.67万0.05%7,511 -785-9.5% -$4.15万 减仓
ADI ANALOG DEVICES INC $39.80万0.06%1,251 00.0% — 不变
PHO INVESCO EXCHANGE TRADED FD T $40.62万0.06%6,075 -570-8.6% -$3.81万 减仓
APD AIR PRODUCTS AND CHEMICALS I $41.89万0.06%1,442 -326-18.4% -$9.47万 减仓
ADBE ADOBE INC $45.94万0.06%1,890 -25-1.3% -$6,077 减仓
PSA PUBLIC STORAGE OPER CO $46.46万0.06%1,715 45536.1% $12.33万 加仓
KMB KIMBERLY-CLARK CORP $46.72万0.06%4,843 -573-10.6% -$5.53万 减仓
ITW ILLINOIS TOOL WKS INC $47.01万0.07%1,806 -79-4.2% -$2.06万 减仓
CSW CSW INDUSTRIALS INC $50.03万0.07%1,920 00.0% — 不变
BBEU J P MORGAN EXCHANGE TRADED F $50.46万0.07%6,969 00.0% — 不变
VTI VANGUARD INDEX FDS $50.69万0.07%1,580 -146-8.5% -$4.68万 减仓
PAVE GLOBAL X FDS $51.83万0.07%10,200 00.0% — 不变
IDV ISHARES TR $53.63万0.07%12,600 00.0% — 不变
INTC INTEL CORP $55.76万0.08%12,636 1,25011.0% $5.52万 加仓
WFC WELLS FARGO & CO $56.09万0.08%7,045 00.0% — 不变
VNQ VANGUARD INDEX FDS $57.56万0.08%6,489 00.0% — 不变
TGT TARGET CORP $60.19万0.08%4,966 -2,100-29.7% -$25.45万 减仓
SRE SEMPRA $63.84万0.09%6,570 -225-3.3% -$2.19万 减仓
TRV TRAVELERS COMPANIES INC $67.09万0.09%2,300 40021.1% $11.67万 加仓
IWB ISHARES TR $67.75万0.09%1,900 00.0% — 不变
GE GE AEROSPACE $69.81万0.10%2,460 00.0% — 不变
SUSA ISHARES TR $71.33万0.10%5,400 00.0% — 不变
TJX TJX COS INC NEW $72.42万0.10%4,535 -85-1.8% -$1.36万 减仓
CI THE CIGNA GROUP $74.69万0.10%2,800 00.0% — 不变
NEE NEXTERA ENERGY INC $75.56万0.10%8,135 -250-3.0% -$2.32万 减仓
GEV GE VERNOVA INC $77.16万0.11%884 -69-7.2% -$6.02万 减仓
IBM INTERNATIONAL BUSINESS MACHS $79.50万0.11%3,280 -629-16.1% -$15.25万 减仓
IBTO ISHARES TR $80.49万0.11%33,000 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $81.01万0.11%3,767 -103-2.7% -$2.22万 减仓
EMR EMERSON ELEC CO $81.43万0.11%6,215 -850-12.0% -$11.14万 减仓
EFA ISHARES TR $82.27万0.11%8,470 4385.5% $4.25万 加仓
IWM ISHARES TR $84.17万0.12%3,394 -135-3.8% -$3.35万 减仓
PAYX PAYCHEX INC $84.24万0.12%9,145 -4,720-34.0% -$43.48万 减仓
DE DEERE & CO $89.51万0.12%1,589 00.0% — 不变
MS MORGAN STANLEY $89.62万0.12%5,446 -45-0.8% -$7,406 减仓
TXN TEXAS INSTRS INC $89.79万0.12%4,625 -100-2.1% -$1.94万 减仓
IRM IRON MTN INC DEL $94.71万0.13%9,273 4445.0% $4.54万 加仓
XLB SELECT SECTOR SPDR TR $96.72万0.13%19,355 -450-2.3% -$2.25万 减仓
LIN LINDE PLC $99.50万0.14%2,007 00.0% — 不变
DIS DISNEY WALT CO $106.42万0.15%11,042 -669-5.7% -$6.45万 减仓
HELO J P MORGAN EXCHANGE TRADED F $113.82万0.16%17,810 -300-1.7% -$1.92万 减仓
TMO THERMO FISHER SCIENTIFIC INC $116.69万0.16%2,374 -182-7.1% -$8.95万 减仓
XLE SELECT SECTOR SPDR TR $118.13万0.16%19,284 -1,071-5.3% -$6.56万 减仓
UNH UNITEDHEALTH GROUP INC $118.82万0.16%4,391 -738-14.4% -$19.97万 减仓
PFE PFIZER INC $121.91万0.17%43,415 -1,934-4.3% -$5.43万 减仓
XLP SELECT SECTOR SPDR TR $124.26万0.17%15,157 -223-1.4% -$1.83万 减仓
UNP UNION PAC CORP $127.64万0.18%5,261 -317-5.7% -$7.69万 减仓
EFG ISHARES TR $130.35万0.18%11,704 -670-5.4% -$7.46万 减仓