13F 机构持仓

Mechanics Financial Corp

Mansfield OH · SEC CIK 0001821336

2026Q22026Q1 更早 9 个季度 🔒
$2.39亿2026Q1 申报市值
232持仓数
44.8%前十大占比 · 第一大 7.6%
9 / 9新建仓 / 清仓
申报市值走势$2.80亿2026Q2
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

GRC 7.6%
IJH 6.5%
AAPL 6.1%
IEFA 4.7%
EFA 4.7%
IVV 4.0%
VGSH 3.2%
JPM 2.9%
IEMG 2.6%
MSFT 2.6%

2026Q1 买入最多 按季末市值估算

SMMD 新建仓+$87.01万
BND 加仓+$75.58万
IEFA 加仓+$73.13万
VGSH 加仓+$62.44万
Exxon Mobil Corp 加仓+$61.50万

2026Q1 卖出最多 按季末市值估算

IJH 减仓-$86.80万
EOG 减仓-$55.91万
OKE 减仓-$34.81万
IJR 减仓-$29.72万
CVX 减仓-$26.96万

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
IWR iShares Russell Mid Cap ETF $00.00%0 -1,127-100.0% -$10.85万 清仓
SJM Smucker J M Co Com New $00.00%0 -900-100.0% -$8.80万 清仓
AZN Astrazeneca Plc ADR $00.00%0 -450-100.0% -$8.27万 清仓
T AT&T Inc Com $00.00%0 -2,355-100.0% -$5.85万 清仓
RIO Rio Tinto PLC Sponsored ADR $00.00%0 -500-100.0% -$4.00万 清仓
— CyberArk Software Ltd ADR $00.00%0 -80-100.0% -$3.57万 清仓
FTNT Fortinet Inc $00.00%0 -375-100.0% -$2.98万 清仓
IT Gartner Inc Com $00.00%0 -35-100.0% -$8,830 清仓
DINO HF Sinclair Corp. $00.00%0 -126-100.0% -$5,806 清仓
ACN Accenture PLC Ireland ADR $00.00%0 —— — 申报中断
KD Kyndryl Holdings INC CORP COMMON $660.00%5 00.0% — 不变
VSNT Versant Media Group Inc - Class A $7400.00%20 20— $740 新建仓
XLU State Street Utilities Select Sector SPDR ETF $1,2850.00%28 00.0% — 不变
NIO Nio Inc Spon ADR $1,5080.00%250 00.0% — 不变
CCL Carnival Corp Unit 99/99/9999 $2,5880.00%100 00.0% — 不变
ARKK Ark ETF Tr Innovation ETF $3,3800.00%50 00.0% — 不变
HSIC Schein Henry Inc Com $3,6110.00%49 00.0% — 不变
RGR Sturm Ruger & Co Inc Com $4,0090.00%100 00.0% — 不变
BKLN Invesco Exchng Traded FD Tr Sr Ln ETF $4,8980.00%240 00.0% — 不变
FND Floor & Decor $5,0800.00%100 -50-33.3% -$2,540 减仓
BIDU Baidu Inc Spon ADR Rep A $5,5710.00%50 00.0% — 不变
C Citigroup Inc Com New $5,6710.00%50 00.0% — 不变
UPS United Parcel Service Inc CL B $5,9030.00%60 -180-75.0% -$1.77万 减仓
OC Owens Corning New Com $6,4930.00%60 00.0% — 不变
COIN Coinbase Global Inc Com CL A $8,7310.00%50 00.0% — 不变
VUG Vanguard Group, Inc. Growth ETF $8,7360.00%20 00.0% — 不变
FFIV F5 Networks Inc Com $9,2590.00%32 00.0% — 不变
UNH UnitedHealth Group Inc Com $9,4710.00%35 -12-25.5% -$3,247 减仓
SLGN Silgan Holdings Inc Com $9,7000.00%250 00.0% — 不变
BABA Alibaba Group Hldg LTD Sponsored ADR $1.07万0.00%85 00.0% — 不变
QSR Restaurant Brands International $1.29万0.01%174 00.0% — 不变
DOW Dow Inc Com $1.46万0.01%350 00.0% — 不变
BWA Borgwarner Inc $1.68万0.01%310 00.0% — 不变
GM General Mtrs Co Com $1.71万0.01%230 00.0% — 不变
EEM iShares MSCI Emg Mkt ETF $1.73万0.01%305 00.0% — 不变
AZTA Azenta Inc $1.84万0.01%870 00.0% — 不变
PYPL PayPal Hldgs Inc Com $1.85万0.01%409 00.0% — 不变
EQIX Equinix Inc $1.96万0.01%20 00.0% — 不变
SOLS Solstice Advanced Materials Inc. $2.00万0.01%262 262— $2.00万 新建仓
GNMA iShares Barclays Core GNMA Bond ETF $2.05万0.01%462 00.0% — 不变
COST Costco Wholesale Corp $2.09万0.01%21 00.0% — 不变
HXL Hexcel Corp. $2.23万0.01%275 -25-8.3% -$2,023 减仓
FXN First Trust Energy AlphaDEX Fund $2.25万0.01%1,004 00.0% — 不变
AMP Ameriprise Finl Inc Com $2.44万0.01%55 00.0% — 不变
FBT First Trust NYSE Arca Biotechnology Index Fund $2.45万0.01%122 00.0% — 不变
CHD Church & Dwight Inc Com $2.57万0.01%275 00.0% — 不变
DBEF DBX ETF Tr Xtrak MSCI Eafe $2.58万0.01%522 -1,111-68.0% -$5.49万 减仓
P Everpure, Inc. $2.60万0.01%440 00.0% — 不变
VRP Invesco Capital Management LLC Variable Rate Preferred Etf $2.64万0.01%1,100 00.0% — 不变
FICO Fair Isaac Corp. $2.67万0.01%25 00.0% — 不变
MAS Masco Corp Com $2.68万0.01%444 -74-14.3% -$4,467 减仓
TFC Truist Finl Corp Com $2.76万0.01%600 00.0% — 不变
IUSG iShares Tr Core S&P US Gwt $2.78万0.01%179 00.0% — 不变
IWS iShares Tr Russell Mid Cap Vetf $2.87万0.01%197 00.0% — 不变
LFUS Littelfuse INC CORP COMMON $2.92万0.01%86 00.0% — 不变
ZION Zions Bancorporation Com $3.03万0.01%525 00.0% — 不变
VTI Vanguard Index FDS Total Stk Mkt $3.21万0.01%100 -793-88.8% -$25.44万 减仓
IUSV iShares Tr Core S&P US Vlu $3.24万0.01%317 00.0% — 不变
IVW iShares S&P 500 Growth ETF $3.28万0.01%290 00.0% — 不变
HYS Pimco 0-5yr High Yld Corp Bd Index ETF $3.33万0.01%357 00.0% — 不变
NOW Servicenow Inc $3.50万0.01%335 00.0% — 不变
GIS General Mls Inc Com $3.72万0.02%1,000 00.0% — 不变
NKE Nike Inc CL B $3.88万0.02%735 -250-25.4% -$1.32万 减仓
IGIB iShares Interm Cr Bd ETF $4.07万0.02%764 00.0% — 不变
— Invesco Floating Rate Municipal Income ETF $4.23万0.02%1,700 00.0% — 不变
SBUX Starbucks Corp Com $4.40万0.02%491 -80-14.0% -$7,167 减仓
PRK Park Natl Corp Com $4.49万0.02%275 -453-62.2% -$7.40万 减仓
CIVB Civista Bancshares Inc $4.56万0.02%2,000 00.0% — 不变
WAT Waters Corp Com $4.62万0.02%155 155— $4.62万 新建仓
TRGP Targa Resources Corp $4.69万0.02%187 00.0% — 不变
OGE OGE Energy Corp Com $4.80万0.02%1,000 00.0% — 不变
EVRG Evergy Inc Com $4.96万0.02%605 00.0% — 不变
EXR Extra Space Storage Inc. $5.10万0.02%389 00.0% — 不变
ISRG Intuitive Surgical Inc $5.16万0.02%112 00.0% — 不变
SPGI S&P Global Inc Com $5.32万0.02%125 00.0% — 不变
TJX TJX Cos Inc New Com $5.65万0.02%354 -150-29.8% -$2.40万 减仓
FTGC First Trust Global Tactical Commodity Strategy Fund $5.74万0.02%2,000 00.0% — 不变
LQD iShares Iboxx Inv CP ETF $5.79万0.02%531 00.0% — 不变
IWP iShares Russell Midcap Gth ETF $5.84万0.02%456 00.0% — 不变
KO Coca Cola Co Com $6.08万0.03%800 00.0% — 不变
HSY Hershey Co Com $6.28万0.03%302 302— $6.28万 新建仓
VBK Vanguard Group, Inc. Small Cap Growth ETF $6.50万0.03%215 00.0% — 不变
MUB iShares National Muni Bond ETF $6.83万0.03%643 00.0% — 不变
MMU Franklin Templeton Investments (US) Western Asset Managed Municipals Fund Inc. $6.84万0.03%6,650 00.0% — 不变
OKE Oneok Inc. $7.12万0.03%788 -3,851-83.0% -$34.81万 减仓
FDX FedEx Corp Com $7.12万0.03%200 00.0% — 不变
WELL Welltower Inc. $7.91万0.03%400 00.0% — 不变
FCX Freeport-Mcmoran INC Freeport Mcmoran CORP COMMON $8.41万0.04%1,430 -100-6.5% -$5,878 减仓
— Eaton Vance National Municipal Opportunities Trust $8.56万0.04%5,000 00.0% — 不变
VBR Vanguard Group, Inc. Small Cap Value Etf $8.69万0.04%400 00.0% — 不变
AZN Astrazeneca PLC ADR $8.72万0.04%450 450— $8.72万 新建仓
ELV Elevance Health Inc. $8.78万0.04%300 00.0% — 不变
VOO Vanguard Index FDS S&P 500 ETF Shs $8.90万0.04%149 00.0% — 不变
FIW First Trust Water ETF $9.28万0.04%900 00.0% — 不变
CCI Crown Castle International Corp $9.51万0.04%1,170 00.0% — 不变
KMB Kimberly-Clark Corp Com $9.65万0.04%1,000 00.0% — 不变
ET Energy Transfer LP Com UT LTD Ptn $9.65万0.04%5,000 00.0% — 不变
NAD Nuveen Quality Municipal Income Fund $9.78万0.04%8,500 00.0% — 不变
COP ConocoPhillips Com $9.90万0.04%750 00.0% — 不变
AGG iShares Core Totusbd ETF $9.93万0.04%1,000 00.0% — 不变