Mechanics Bank Trust Department
Walnut Creek CA · SEC CIK 0001439743
$8.08亿2026Q2 申报市值
211持仓数
33.5%前十大占比 · 第一大 5.5%
17 / 7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
VWO 加仓+$327.17万
VCIT 加仓+$272.20万
VYMI 加仓+$260.75万
SPY 加仓+$229.18万
VOO 加仓+$189.83万
2026Q2 卖出最多 按季末市值估算
INDA 减仓-$259.10万
BKLN 减仓-$151.49万
JEPI 减仓-$140.25万
LQD 减仓-$131.48万
GOOGL 减仓-$111.50万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $1,076.40万 | 1.33% | 78,730 | -3,615 | -4.4% | -$49.42万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,096.88万 | 1.36% | 538,476 | -74,371 | -12.1% | -$151.49万 | 减仓 |
| LQD | ISHARES TR | $1,181.97万 | 1.46% | 108,368 | -12,055 | -10.0% | -$131.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,279.30万 | 1.58% | 39,083 | -308 | -0.8% | -$10.08万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,298.68万 | 1.61% | 229,937 | -24,832 | -9.7% | -$140.25万 | 减仓 |
| IYW | ISHARES TR | $1,308.42万 | 1.62% | 51,874 | 2,426 | 4.9% | $61.19万 | 加仓 |
| AMZN | AMAZON COM INC | $1,336.44万 | 1.65% | 56,073 | 372 | 0.7% | $8.87万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,373.94万 | 1.70% | 159,501 | 10,575 | 7.1% | $91.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,516.96万 | 1.88% | 16,216 | -43 | -0.3% | -$4.02万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,606.04万 | 1.99% | 43,917 | 3,490 | 8.6% | $127.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,681.96万 | 2.08% | 84,060 | 4,033 | 5.0% | $80.70万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,843.95万 | 2.28% | 25,040 | -793 | -3.1% | -$58.40万 | 减仓 |
| IWP | ISHARES TR | $2,130.76万 | 2.64% | 145,534 | 5,838 | 4.2% | $85.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,727.86万 | 3.38% | 73,129 | 1,401 | 2.0% | $52.26万 | 加仓 |
| MCHB | MECHANICS BANCORP | $3,565.64万 | 4.41% | 2,242,540 | -59,421 | -2.6% | -$94.48万 | 减仓 |
| AAPL | APPLE INC | $3,791.95万 | 4.69% | 131,046 | 1,449 | 1.1% | $41.93万 | 加仓 |
| GOOGL | ALPHABET INC | $3,816.39万 | 4.72% | 106,791 | -3,120 | -2.8% | -$111.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $4,424.54万 | 5.47% | 59,249 | 3,069 | 5.5% | $229.18万 | 加仓 |