Mechanics Bank Trust Department
Walnut Creek CA · SEC CIK 0001439743
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3,653.61万 | 5.06% | 56,180 | 978 | 1.8% | $63.60万 | 加仓 |
| MCHB | MECHANICS BANCORP | $3,395.39万 | 4.70% | 2,301,961 | -1,121,270 | -32.8% | -$1,653.87万 | 减仓 |
| AAPL | APPLE INC | $3,289.04万 | 4.55% | 129,597 | -183 | -0.1% | -$4.64万 | 减仓 |
| GOOGL | ALPHABET INC | $3,160.60万 | 4.38% | 109,911 | -2,569 | -2.3% | -$73.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,655.16万 | 3.68% | 71,728 | 101 | 0.1% | $3.74万 | 加仓 |
| IWP | ISHARES TR | $1,789.79万 | 2.48% | 139,696 | 163 | 0.1% | $2.09万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,620.10万 | 2.24% | 16,259 | -148 | -0.9% | -$14.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,491.03万 | 2.06% | 25,833 | -219 | -0.8% | -$12.64万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,444.03万 | 2.00% | 254,769 | -3,804 | -1.5% | -$21.56万 | 减仓 |
| — | EXXON MOBIL CORP | $1,397.07万 | 1.93% | 82,345 | -3,367 | -3.9% | -$57.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,395.67万 | 1.93% | 80,027 | 3,347 | 4.4% | $58.37万 | 加仓 |
| LQD | ISHARES TR | $1,312.49万 | 1.82% | 120,423 | -7,408 | -5.8% | -$80.74万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,250.82万 | 1.73% | 612,847 | -95,111 | -13.4% | -$194.12万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,221.91万 | 1.69% | 40,427 | 145 | 0.4% | $4.38万 | 加仓 |
| AMZN | AMAZON COM INC | $1,160.08万 | 1.61% | 55,701 | -866 | -1.5% | -$18.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,158.73万 | 1.60% | 39,391 | 1,640 | 4.3% | $48.24万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,084.16万 | 1.50% | 24,821 | 326 | 1.3% | $14.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $921.78万 | 1.28% | 37,710 | -1,603 | -4.1% | -$39.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $914.46万 | 1.27% | 19,083 | -41 | -0.2% | -$1.96万 | 减仓 |
| V | VISA INC | $911.13万 | 1.26% | 30,146 | -765 | -2.5% | -$23.12万 | 减仓 |
| IYW | ISHARES TR | $897.09万 | 1.24% | 49,448 | -256 | -0.5% | -$4.64万 | 减仓 |
| ORCL | ORACLE CORP | $832.05万 | 1.15% | 56,560 | -604 | -1.1% | -$8.89万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $793.61万 | 1.10% | 142,942 | 16,396 | 13.0% | $91.03万 | 加仓 |
| MCD | MCDONALDS CORP | $789.97万 | 1.09% | 25,418 | -2,214 | -8.0% | -$68.81万 | 减仓 |
| WMT | WALMART INC | $780.48万 | 1.08% | 62,800 | -1,886 | -2.9% | -$23.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $761.14万 | 1.05% | 36,788 | -3,309 | -8.3% | -$68.46万 | 减仓 |
| GOOG | ALPHABET INC | $724.21万 | 1.00% | 25,246 | 147 | 0.6% | $4.22万 | 加仓 |
| IJK | ISHARES TR | $716.70万 | 0.99% | 71,228 | 218 | 0.3% | $2.19万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $698.67万 | 0.97% | 11,328 | -214 | -1.9% | -$13.20万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $671.53万 | 0.93% | 14,498 | -1,225 | -7.8% | -$56.74万 | 减仓 |
| HD | HOME DEPOT INC | $671.03万 | 0.93% | 20,403 | -284 | -1.4% | -$9.34万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $656.98万 | 0.91% | 69,714 | 13,810 | 24.7% | $130.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $607.35万 | 0.84% | 45,700 | -1,789 | -3.8% | -$23.78万 | 减仓 |
| IWO | ISHARES TR | $579.42万 | 0.80% | 18,464 | 355 | 2.0% | $11.14万 | 加仓 |
| AVGO | BROADCOM INC | $569.44万 | 0.79% | 18,398 | 435 | 2.4% | $13.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $556.29万 | 0.77% | 102,921 | 60,744 | 144.0% | $328.32万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $549.02万 | 0.76% | 66,347 | 44,658 | 205.9% | $369.54万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $543.18万 | 0.75% | 84,096 | 4,652 | 5.9% | $30.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $533.99万 | 0.74% | 52,010 | -3,690 | -6.6% | -$37.89万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $526.04万 | 0.73% | 106,550 | -2,721 | -2.5% | -$13.43万 | 减仓 |
| ROST | ROSS STORES INC | $523.57万 | 0.72% | 24,169 | -133 | -0.5% | -$2.88万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $483.12万 | 0.67% | 64,658 | 7,494 | 13.1% | $56.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $469.04万 | 0.65% | 32,473 | -2,709 | -7.7% | -$39.13万 | 减仓 |
| DVY | ISHARES TR | $455.56万 | 0.63% | 30,088 | -1,000 | -3.2% | -$15.14万 | 减仓 |
| LLY | ELI LILLY & CO | $453.81万 | 0.63% | 4,934 | -1 | -0.0% | -$920 | 减仓 |
| RSG | REPUBLIC SVCS INC | $433.09万 | 0.60% | 19,774 | -572 | -2.8% | -$12.53万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $424.97万 | 0.59% | 145,638 | -18,814 | -11.4% | -$54.90万 | 减仓 |
| CSCO | CISCO SYS INC | $400.74万 | 0.55% | 51,648 | 13 | 0.0% | $1,009 | 加仓 |
| MCK | MCKESSON CORP | $391.49万 | 0.54% | 4,524 | 80 | 1.8% | $6.92万 | 加仓 |
| MRK | MERCK & CO INC | $390.02万 | 0.54% | 32,423 | -1,515 | -4.5% | -$18.22万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $389.66万 | 0.54% | 6,521 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $378.61万 | 0.52% | 80,847 | 2,829 | 3.6% | $13.25万 | 加仓 |
| PWR | QUANTA SVCS INC | $367.40万 | 0.51% | 6,692 | -256 | -3.7% | -$14.05万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $362.92万 | 0.50% | 22,440 | -766 | -3.3% | -$12.39万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $351.83万 | 0.49% | 17,316 | -2,526 | -12.7% | -$51.32万 | 减仓 |
| BLK | BLACKROCK INC | $348.72万 | 0.48% | 3,626 | 42 | 1.2% | $4.04万 | 加仓 |
| INDA | ISHARES TR | $340.47万 | 0.47% | 72,688 | -6,950 | -8.7% | -$32.55万 | 减仓 |
| IWF | ISHARES TR | $340.31万 | 0.47% | 7,981 | -231 | -2.8% | -$9.85万 | 减仓 |
| AGG | ISHARES TR | $334.56万 | 0.46% | 33,702 | -2,939 | -8.0% | -$29.18万 | 减仓 |
| PEP | PEPSICO INC | $328.87万 | 0.46% | 21,178 | -1,775 | -7.7% | -$27.56万 | 减仓 |
| LOW | LOWES COS INC | $326.80万 | 0.45% | 13,831 | -549 | -3.8% | -$12.97万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $323.18万 | 0.45% | 21,822 | -179 | -0.8% | -$2.65万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $322.32万 | 0.45% | 3,810 | 84 | 2.3% | $7.11万 | 加仓 |
| ABBV | ABBVIE INC | $316.14万 | 0.44% | 14,536 | 1,273 | 9.6% | $27.69万 | 加仓 |
| KO | COCA COLA CO | $311.74万 | 0.43% | 40,991 | -6,497 | -13.7% | -$49.41万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $301.86万 | 0.42% | 76,459 | -1,301 | -1.7% | -$5.14万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $300.30万 | 0.42% | 20,483 | -1,800 | -8.1% | -$26.39万 | 减仓 |
| APH | AMPHENOL CORP | $290.24万 | 0.40% | 22,971 | 430 | 1.9% | $5.43万 | 加仓 |
| IJR | ISHARES TR | $278.69万 | 0.39% | 22,419 | 2,823 | 14.4% | $35.09万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $276.37万 | 0.38% | 16,715 | -821 | -4.7% | -$13.57万 | 减仓 |
| — | HONEYWELL INTL INC | $273.77万 | 0.38% | 12,112 | -954 | -7.3% | -$21.56万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $272.63万 | 0.38% | 33,074 | 3,777 | 12.9% | $31.13万 | 加仓 |
| SYK | STRYKER CORPORATION | $261.06万 | 0.36% | 7,945 | -597 | -7.0% | -$19.62万 | 减仓 |
| USMV | ISHARES TR | $252.37万 | 0.35% | 27,213 | -2,183 | -7.4% | -$20.25万 | 减仓 |
| USHY | ISHARES TR | $244.63万 | 0.34% | 66,403 | -932 | -1.4% | -$3.43万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $238.68万 | 0.33% | 46,768 | 1,465 | 3.2% | $7.48万 | 加仓 |
| IBTH | ISHARES TR | $237.76万 | 0.33% | 106,000 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $237.10万 | 0.33% | 37,001 | 16,774 | 82.9% | $107.49万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $234.99万 | 0.33% | 51,208 | -405 | -0.8% | -$1.86万 | 减仓 |
| IJH | ISHARES TR | $228.10万 | 0.32% | 33,777 | 2,728 | 8.8% | $18.42万 | 加仓 |
| WM | WASTE MGMT INC DEL | $221.93万 | 0.31% | 9,658 | 590 | 6.5% | $13.56万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $220.66万 | 0.31% | 12,722 | -2,311 | -15.4% | -$40.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $218.07万 | 0.30% | 33,046 | -2,555 | -7.2% | -$16.86万 | 减仓 |
| NFLX | NETFLIX INC. | $216.52万 | 0.30% | 22,519 | -3,223 | -12.5% | -$30.99万 | 减仓 |
| ENB | ENBRIDGE INC | $216.35万 | 0.30% | 39,961 | -4,031 | -9.2% | -$21.82万 | 减仓 |
| KLAC | KLA CORP | $212.17万 | 0.29% | 1,441 | 42 | 3.0% | $6.18万 | 加仓 |
| SO | SOUTHERN CO | $211.52万 | 0.29% | 21,915 | -1,187 | -5.1% | -$11.46万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $211.41万 | 0.29% | 4,231 | -138 | -3.2% | -$6.90万 | 减仓 |
| DHR | DANAHER CORP DEL | $203.76万 | 0.28% | 10,747 | -533 | -4.7% | -$10.11万 | 减仓 |
| SDY | SPDR SERIES TRUST | $186.22万 | 0.26% | 12,760 | -913 | -6.7% | -$13.32万 | 减仓 |
| IBTK | ISHARES TR | $183.40万 | 0.25% | 93,000 | -1,375 | -1.5% | -$2.71万 | 减仓 |
| YUM | YUM BRANDS INC | $171.60万 | 0.24% | 11,037 | -570 | -4.9% | -$8.86万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $168.10万 | 0.23% | 15,425 | -1,014 | -6.2% | -$11.05万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $165.01万 | 0.23% | 12,602 | -645 | -4.9% | -$8.45万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $160.64万 | 0.22% | 26,486 | -4,031 | -13.2% | -$24.45万 | 减仓 |
| TLT | ISHARES TR | $159.46万 | 0.22% | 18,394 | -9,265 | -33.5% | -$80.32万 | 减仓 |
| COP | CONOCOPHILLIPS | $156.62万 | 0.22% | 11,865 | -717 | -5.7% | -$9.46万 | 减仓 |
| IVV | ISHARES TR | $155.92万 | 0.22% | 2,387 | 145 | 6.5% | $9.47万 | 加仓 |
| GLD | SPDR GOLD TR | $155.42万 | 0.22% | 3,612 | 478 | 15.3% | $20.57万 | 加仓 |
| BAC | BANK AMERICA CORP | $154.93万 | 0.21% | 31,780 | 0 | 0.0% | — | 不变 |