Mechanics Financial Corp
Mansfield OH · SEC CIK 0001821336
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DE | Deere & Co Com | $134.12万 | 0.56% | 2,381 | -45 | -1.9% | -$2.53万 | 减仓 |
| IBM | International Business Machines | $144.00万 | 0.60% | 5,941 | 88 | 1.5% | $2.13万 | 加仓 |
| AMGN | Amgen Inc Com | $154.36万 | 0.65% | 4,387 | -200 | -4.4% | -$7.04万 | 减仓 |
| MCD | McDonalds Corp Com | $155.92万 | 0.65% | 5,017 | -186 | -3.6% | -$5.78万 | 减仓 |
| VWO | Vanguard Ftse Emerging Mkts ETF | $156.94万 | 0.66% | 29,037 | -1,036 | -3.4% | -$5.60万 | 减仓 |
| RTX | RTX Corp | $158.81万 | 0.67% | 8,233 | -884 | -9.7% | -$17.05万 | 减仓 |
| TMO | Thermo Fisher Scientific Inccom | $162.06万 | 0.68% | 3,297 | 37 | 1.1% | $1.82万 | 加仓 |
| TSLA | Tesla Inc Com | $170.97万 | 0.72% | 4,599 | -195 | -4.1% | -$7.25万 | 减仓 |
| ORCL | Oracle Corp Com | $171.57万 | 0.72% | 11,663 | 59 | 0.5% | $8,679 | 加仓 |
| NEE | Nextera Energy Inc Com | $175.32万 | 0.73% | 18,876 | 155 | 0.8% | $1.44万 | 加仓 |
| CSCO | Cisco Sys Inc Com | $176.18万 | 0.74% | 22,707 | -98 | -0.4% | -$7,604 | 减仓 |
| BLK | Blackrock Inc. | $178.49万 | 0.75% | 1,856 | -44 | -2.3% | -$4.23万 | 减仓 |
| ABBV | Abbvie Inc Com | $182.69万 | 0.77% | 8,400 | -35 | -0.4% | -$7,612 | 减仓 |
| PEP | PepsiCo Inc Com | $188.07万 | 0.79% | 12,111 | -702 | -5.5% | -$10.90万 | 减仓 |
| V | VISA Inc Com CL A | $197.79万 | 0.83% | 6,544 | -395 | -5.7% | -$11.94万 | 减仓 |
| CAT | Caterpillar Inc Com | $205.17万 | 0.86% | 2,896 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc. | $209.29万 | 0.88% | 6,762 | 596 | 9.7% | $18.45万 | 加仓 |
| CVX | Chevron Corp New Com | $211.18万 | 0.88% | 10,207 | -1,303 | -11.3% | -$26.96万 | 减仓 |
| IWM | iShares Russell 2000 ETF | $225.73万 | 0.95% | 9,102 | -221 | -2.4% | -$5.48万 | 减仓 |
| HUBB | Hubbell Inc Com | $231.87万 | 0.97% | 4,725 | -130 | -2.7% | -$6.38万 | 减仓 |
| GOOG | Alphabet Inc Cap Stk CL C | $237.86万 | 1.00% | 8,292 | -108 | -1.3% | -$3.10万 | 减仓 |
| LLY | Lilly Eli & Co Com | $243.56万 | 1.02% | 2,648 | 21 | 0.8% | $1.93万 | 加仓 |
| PG | Procter and Gamble Co Com | $245.59万 | 1.03% | 17,003 | -253 | -1.5% | -$3.65万 | 减仓 |
| SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | $277.04万 | 1.16% | 92,132 | 20,195 | 28.1% | $60.73万 | 加仓 |
| GD | General Dynamics Corp Com | $291.36万 | 1.22% | 8,489 | -12 | -0.1% | -$4,119 | 减仓 |
| VGIT | Vanguard Intermediate Term Treasury ETF | $298.33万 | 1.25% | 50,097 | 8,605 | 20.7% | $51.24万 | 加仓 |
| JNJ | Johnson & Johnson Com | $345.17万 | 1.45% | 14,121 | -297 | -2.1% | -$7.26万 | 减仓 |
| AMZN | Amazon Com Inc Com | $345.69万 | 1.45% | 16,598 | -492 | -2.9% | -$10.25万 | 减仓 |
| IJR | iShares SP Small Cap 600 IDX ETF | $482.71万 | 2.02% | 38,831 | -2,391 | -5.8% | -$29.72万 | 减仓 |
| BND | Vanguard Total Bd Mkt ETF | $492.21万 | 2.06% | 66,840 | 10,263 | 18.1% | $75.58万 | 加仓 |
| NVDA | Nvidia Corporation Com | $514.60万 | 2.16% | 29,507 | -620 | -2.1% | -$10.81万 | 减仓 |
| GOOGL | Alphabet Inc Cap Stk CL A | $575.95万 | 2.41% | 20,029 | -195 | -1.0% | -$5.61万 | 减仓 |
| MSFT | Microsoft Corp Com | $623.29万 | 2.61% | 16,838 | 25 | 0.1% | $9,254 | 加仓 |
| IEMG | Ishares Core Msci Emerging Markets Etf | $626.09万 | 2.62% | 89,762 | 6,129 | 7.3% | $42.75万 | 加仓 |
| JPM | JPMorgan Chase & Co Com | $696.48万 | 2.92% | 23,677 | 287 | 1.2% | $8.44万 | 加仓 |
| VGSH | Vanguard Short Term Treasury Index Fund | $753.49万 | 3.16% | 128,713 | 10,667 | 9.0% | $62.44万 | 加仓 |
| IVV | iShares Core S&P 500 ETF | $956.10万 | 4.01% | 14,637 | -58 | -0.4% | -$3.79万 | 减仓 |
| EFA | iShares Tr MSCI Eafe ETF | $1,110.70万 | 4.65% | 114,352 | -1,645 | -1.4% | -$15.98万 | 减仓 |
| IEFA | iShares Tr Core MSCI Eafe | $1,115.76万 | 4.67% | 123,247 | 8,078 | 7.0% | $73.13万 | 加仓 |
| AAPL | Apple Inc Com | $1,444.88万 | 6.05% | 56,932 | -930 | -1.6% | -$23.60万 | 减仓 |
| IJH | iShares Core S&P Mid Cap ETF | $1,548.08万 | 6.49% | 229,243 | -12,854 | -5.3% | -$86.80万 | 减仓 |
| GRC | Gorman Rupp Co Com | $1,819.16万 | 7.62% | 1,007,456 | 0 | 0.0% | — | 不变 |