Mengis Capital Management, Inc.
PORTLAND OR · SEC CIK 0001609674
$5.81亿2026Q1 申报市值
212持仓数
31.3%前十大占比 · 第一大 6.2%
6 / 4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
BSX 新建仓+$295.34万
UNP 加仓+$197.20万
BA 加仓+$113.65万
VCSH 加仓+$113.48万
NOW 新建仓+$101.27万
2026Q1 卖出最多 按季末市值估算
COTERRA ENRGY IN 减仓-$163.65万
KMB 减仓-$123.58万
BIV 减仓-$96.98万
BRKR 减仓-$59.49万
FCX 减仓-$58.90万
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | LILLY ELI & CO | $908.58万 | 1.56% | 9,878 | 4 | 0.0% | $3,679 | 加仓 |
| AZN | ASTRAZENECA PLC ADR | $920.98万 | 1.59% | 46,698 | 18 | 0.0% | $3,451 | 加仓 |
| AMZN | AMAZON.COM INC | $965.91万 | 1.66% | 46,378 | 2,705 | 6.2% | $56.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,001.43万 | 1.72% | 40,968 | -4 | -0.0% | -$978 | 减仓 |
| ATI | ATI INC | $1,027.70万 | 1.77% | 70,652 | -2,615 | -3.6% | -$38.04万 | 减仓 |
| COST | COSTCO WHOLESALE | $1,053.88万 | 1.81% | 10,576 | -55 | -0.5% | -$5.48万 | 减仓 |
| — | EXXON MOBIL CORP | $1,058.80万 | 1.82% | 62,407 | -400 | -0.6% | -$6.79万 | 减仓 |
| NVS | NOVARTIS AG ADR | $1,079.15万 | 1.86% | 70,648 | -100 | -0.1% | -$1.53万 | 减仓 |
| PCAR | PACCAR INC | $1,285.68万 | 2.21% | 111,314 | -172 | -0.2% | -$1.99万 | 减仓 |
| GSIE | GS INTL DVLPD ETF | $1,312.23万 | 2.26% | 304,249 | 6,601 | 2.2% | $28.47万 | 加仓 |
| DE | DEERE & CO | $1,527.39万 | 2.63% | 27,115 | -5 | -0.0% | -$2,816 | 减仓 |
| PWR | QUANTA SERVICES INC | $1,548.82万 | 2.67% | 28,210 | -530 | -1.8% | -$29.10万 | 减仓 |
| JPM | JPMORGAN CHASE&CO | $1,597.23万 | 2.75% | 54,298 | -48 | -0.1% | -$1.41万 | 减仓 |
| GOOG | ALPHABET INC. CLASS C - GOOG | $1,829.17万 | 3.15% | 63,765 | 166 | 0.3% | $4.76万 | 加仓 |
| CVX | CHEVRON CORP | $2,027.30万 | 3.49% | 97,984 | -379 | -0.4% | -$7.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,363.38万 | 4.07% | 63,845 | 1,310 | 2.1% | $48.49万 | 加仓 |
| AAPL | APPLE INC | $3,597.83万 | 6.19% | 141,764 | -69 | -0.0% | -$1.75万 | 减仓 |