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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| GOOGL | ALPHABET INC | $3,816.39万 | 4.72% | 106,791 | -3,120 | -2.8% | -$111.50万 | 减仓 |
| AAPL | APPLE INC | $3,791.95万 | 4.69% | 131,046 | 1,449 | 1.1% | $41.93万 | 加仓 |
| MCHB | MECHANICS BANCORP | $3,565.64万 | 4.41% | 2,242,540 | -59,421 | -2.6% | -$94.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,727.86万 | 3.38% | 73,129 | 1,401 | 2.0% | $52.26万 | 加仓 |
| IWP | ISHARES TR | $2,130.76万 | 2.64% | 145,534 | 5,838 | 4.2% | $85.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,843.95万 | 2.28% | 25,040 | -793 | -3.1% | -$58.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,681.96万 | 2.08% | 84,060 | 4,033 | 5.0% | $80.70万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,606.04万 | 1.99% | 43,917 | 3,490 | 8.6% | $127.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,516.96万 | 1.88% | 16,216 | -43 | -0.3% | -$4.02万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,373.94万 | 1.70% | 159,501 | 10,575 | 7.1% | $91.09万 | 加仓 |
| AMZN | AMAZON COM INC | $1,336.44万 | 1.65% | 56,073 | 372 | 0.7% | $8.87万 | 加仓 |
| IYW | ISHARES TR | $1,308.42万 | 1.62% | 51,874 | 2,426 | 4.9% | $61.19万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,298.68万 | 1.61% | 229,937 | -24,832 | -9.7% | -$140.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,279.30万 | 1.58% | 39,083 | -308 | -0.8% | -$10.08万 | 减仓 |
| LQD | ISHARES TR | $1,181.97万 | 1.46% | 108,368 | -12,055 | -10.0% | -$131.48万 | 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 |
| — | EXXON MOBIL CORP | $1,076.40万 | 1.33% | 78,730 | -3,615 | -4.4% | -$49.42万 | 减仓 |
| V | VISA INC | $1,012.12万 | 1.25% | 29,500 | -646 | -2.1% | -$22.16万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $998.73万 | 1.24% | 19,959 | 876 | 4.6% | $43.83万 | 加仓 |
| GOOG | ALPHABET INC | $971.02万 | 1.20% | 27,482 | 2,236 | 8.9% | $79.00万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $948.04万 | 1.17% | 154,254 | 11,312 | 7.9% | $69.52万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $945.34万 | 1.17% | 96,267 | 26,553 | 38.1% | $260.75万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $941.51万 | 1.16% | 157,733 | 54,812 | 53.3% | $327.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $935.96万 | 1.16% | 36,853 | -857 | -2.3% | -$21.77万 | 减仓 |
| IJK | ISHARES TR | $830.13万 | 1.03% | 70,649 | -579 | -0.8% | -$6.80万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $820.56万 | 1.02% | 99,281 | 32,934 | 49.6% | $272.20万 | 加仓 |
| ORCL | ORACLE CORP | $811.95万 | 1.00% | 55,404 | -1,156 | -2.0% | -$16.94万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $803.73万 | 0.99% | 42,186 | -3,514 | -7.7% | -$66.95万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $758.62万 | 0.94% | 10,786 | -542 | -4.8% | -$38.12万 | 减仓 |
| AVGO | BROADCOM INC | $736.35万 | 0.91% | 19,493 | 1,095 | 6.0% | $41.36万 | 加仓 |
| IWO | ISHARES TR | $729.02万 | 0.90% | 18,505 | 41 | 0.2% | $1.62万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $718.70万 | 0.89% | 13,758 | -740 | -5.1% | -$38.66万 | 减仓 |
| HD | HOME DEPOT INC | $715.45万 | 0.89% | 20,286 | -117 | -0.6% | -$4.13万 | 减仓 |
| WMT | WALMART INC | $702.83万 | 0.87% | 62,055 | -745 | -1.2% | -$8.44万 | 减仓 |
| MCD | MCDONALDS CORP | $646.42万 | 0.80% | 23,914 | -1,504 | -5.9% | -$40.65万 | 减仓 |
| LLY | ELI LILLY & CO | $642.05万 | 0.79% | 5,353 | 419 | 8.5% | $50.26万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $639.25万 | 0.79% | 93,546 | 9,450 | 11.2% | $64.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $637.70万 | 0.79% | 9,285 | 2,764 | 42.4% | $189.83万 | 加仓 |
| CSCO | CISCO SYS INC | $605.29万 | 0.75% | 51,532 | -116 | -0.2% | -$1.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $591.63万 | 0.73% | 35,692 | -1,096 | -3.0% | -$18.17万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $568.47万 | 0.70% | 75,544 | 10,886 | 16.8% | $81.92万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $553.22万 | 0.68% | 103,193 | -3,357 | -3.2% | -$18.00万 | 减仓 |
| ROST | ROSS STORES INC | $512.29万 | 0.63% | 24,068 | -101 | -0.4% | -$2.15万 | 减仓 |
| DVY | ISHARES TR | $485.59万 | 0.60% | 31,068 | 980 | 3.3% | $15.32万 | 加仓 |
| PWR | QUANTA SVCS INC | $474.15万 | 0.59% | 6,585 | -107 | -1.6% | -$7.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $444.85万 | 0.55% | 30,336 | -2,137 | -6.6% | -$31.34万 | 减仓 |
| KLAC | KLA CORP | $441.10万 | 0.55% | 14,620 | 210 | 1.5% | $6.34万 | 加仓 |
| MRK | MERCK & CO INC | $418.81万 | 0.52% | 32,592 | 169 | 0.5% | $2.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $415.92万 | 0.51% | 58,375 | 21,374 | 57.8% | $152.29万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $414.87万 | 0.51% | 19,470 | -304 | -1.5% | -$6.48万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $411.10万 | 0.51% | 22,194 | -246 | -1.1% | -$4.56万 | 减仓 |
| APH | AMPHENOL CORP | $402.89万 | 0.50% | 22,850 | -121 | -0.5% | -$2.13万 | 减仓 |
| ABBV | ABBVIE INC | $401.64万 | 0.50% | 15,961 | 1,425 | 9.8% | $35.86万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $400.50万 | 0.50% | 138,057 | -7,581 | -5.2% | -$21.99万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $398.03万 | 0.49% | 87,002 | 10,543 | 13.8% | $48.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $394.13万 | 0.49% | 3,897 | 87 | 2.3% | $8.80万 | 加仓 |
| IWF | ISHARES TR | $393.92万 | 0.49% | 31,724 | -200 | -0.6% | -$2.48万 | 减仓 |
| MCK | MCKESSON CORP | $381.05万 | 0.47% | 5,043 | 519 | 11.5% | $39.22万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $380.50万 | 0.47% | 41,933 | -10,077 | -19.4% | -$91.44万 | 减仓 |
| BLK | BLACKROCK INC | $376.07万 | 0.47% | 3,911 | 285 | 7.9% | $27.40万 | 加仓 |
| IJR | ISHARES TR | $374.36万 | 0.46% | 25,242 | 2,823 | 12.6% | $41.87万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $368.46万 | 0.46% | 78,613 | -2,234 | -2.8% | -$10.47万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $344.46万 | 0.43% | 15,381 | -1,935 | -11.2% | -$43.33万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $344.37万 | 0.43% | 38,894 | 5,820 | 17.6% | $51.53万 | 加仓 |
| IVV | ISHARES TR | $342.69万 | 0.42% | 4,576 | 2,189 | 91.7% | $163.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $337.25万 | 0.42% | 21,341 | -481 | -2.2% | -$7.60万 | 减仓 |
| KO | COCA COLA CO | $335.13万 | 0.41% | 41,237 | 246 | 0.6% | $2.00万 | 加仓 |
| IJH | ISHARES TR | $329.14万 | 0.41% | 42,685 | 8,908 | 26.4% | $68.69万 | 加仓 |
| LOW | LOWES COS INC | $310.05万 | 0.38% | 14,062 | 231 | 1.7% | $5.09万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $306.45万 | 0.38% | 7,072 | -139 | -1.9% | -$6.02万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $305.81万 | 0.38% | 16,904 | 189 | 1.1% | $3.42万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $298.74万 | 0.37% | 18,829 | -1,654 | -8.1% | -$26.24万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $297.81万 | 0.37% | 8,733 | -654 | -7.0% | -$22.30万 | 减仓 |
| AGG | ISHARES TR | $285.50万 | 0.35% | 28,844 | -4,858 | -14.4% | -$48.08万 | 减仓 |
| PEP | PEPSICO INC | $274.96万 | 0.34% | 20,307 | -871 | -4.1% | -$11.79万 | 减仓 |
| SYK | STRYKER CORPORATION | $262.04万 | 0.32% | 8,323 | 378 | 4.8% | $11.90万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $261.96万 | 0.32% | 51,359 | 4,591 | 9.8% | $23.42万 | 加仓 |
| HON | HONEYWELL INTL INC | $259.36万 | 0.32% | 11,169 | -943 | -7.8% | -$21.90万 | 减仓 |
| USMV | ISHARES TR | $241.00万 | 0.30% | 24,984 | -2,229 | -8.2% | -$21.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $232.72万 | 0.29% | 32,344 | -702 | -2.1% | -$5.05万 | 减仓 |
| IBTH | ISHARES TR | $230.41万 | 0.29% | 103,000 | -3,000 | -2.8% | -$6.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $221.88万 | 0.27% | 4,320 | 89 | 2.1% | $4.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $221.65万 | 0.27% | 48,886 | -2,322 | -4.5% | -$10.53万 | 减仓 |
| ENB | ENBRIDGE INC | $216.35万 | 0.27% | 39,909 | -52 | -0.1% | -$2,819 | 减仓 |
| CAT | CATERPILLAR INC | $214.36万 | 0.27% | 2,013 | -24 | -1.2% | -$2.56万 | 减仓 |
| WM | WASTE MGMT INC DEL | $212.47万 | 0.26% | 9,533 | -125 | -1.3% | -$2.79万 | 减仓 |
| USHY | ISHARES TR | $212.30万 | 0.26% | 57,347 | -9,056 | -13.6% | -$33.53万 | 减仓 |
| SO | SOUTHERN CO | $207.91万 | 0.26% | 21,723 | -192 | -0.9% | -$1.84万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $206.34万 | 0.26% | 12,380 | -342 | -2.7% | -$5.70万 | 减仓 |
| INTC | INTEL CORP | $187.03万 | 0.23% | 13,395 | 759 | 6.0% | $10.60万 | 加仓 |
| DHR | DANAHER CORP DEL | $185.18万 | 0.23% | 9,722 | -1,025 | -9.5% | -$19.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $183.92万 | 0.23% | 4,425 | 34 | 0.8% | $1.41万 | 加仓 |
| BAC | BANK OF AMER CORP | $180.50万 | 0.22% | 31,677 | -103 | -0.3% | -$5,869 | 减仓 |
| IBTK | ISHARES TR | $176.84万 | 0.22% | 90,500 | -2,500 | -2.7% | -$4.88万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $175.44万 | 0.22% | 14,959 | -466 | -3.0% | -$5.47万 | 减仓 |
| SDY | SPDR SERIES TRUST | $173.93万 | 0.22% | 11,429 | -1,331 | -10.4% | -$20.26万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $164.08万 | 0.20% | 23,616 | 1,576 | 7.2% | $10.95万 | 加仓 |
| RTX | RTX CORPORATION | $159.90万 | 0.20% | 8,428 | 470 | 5.9% | $8.92万 | 加仓 |
| IWM | ISHARES TR | $152.33万 | 0.19% | 5,070 | 1,676 | 49.4% | $50.36万 | 加仓 |