13F 机构持仓

Mechanics Financial Corp

Mansfield OH · SEC CIK 0001821336

2026Q22026Q1 更早 9 个季度 🔒
$2.80亿2026Q2 申报市值
296持仓数
45.6%前十大占比 · 第一大 9.6%
70 / 7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 9.6%
IJH 5.9%
AAPL 5.9%
IEFA 4.7%
EFA 4.2%
IVV 4.2%
IEMG 2.9%
JPM 2.8%
VGSH 2.8%
GOOGL 2.6%

2026Q2 买入最多 按季末市值估算

SMMD 加仓+$156.83万
IEFA 加仓+$127.53万
IVV 加仓+$75.86万
BND 加仓+$64.29万
IEMG 加仓+$58.45万

2026Q2 卖出最多 按季末市值估算

IJH 减仓-$104.44万
PSA 减仓-$39.02万
IJR 减仓-$35.59万
HON 减仓-$29.09万
EOG 减仓-$27.66万

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
ADBE Adobe Sys Inc Com $00.00%0 -500-100.0% -$12.15万 清仓
VBK Vanguard Group, Inc. Small Cap Growth ETF $00.00%0 -215-100.0% -$6.50万 清仓
EXR Extra Space Storage Inc. $00.00%0 -389-100.0% -$5.10万 清仓
GIS General Mls Inc Com $00.00%0 -1,000-100.0% -$3.72万 清仓
TFC Truist Finl Corp Com $00.00%0 -600-100.0% -$2.76万 清仓
CCL Carnival Corp Unit 99/99/9999 $00.00%0 -100-100.0% -$2,588 清仓
VSNT Versant Media Group Inc - Class A $00.00%0 -20-100.0% -$740 清仓
KD Kyndryl Holdings INC CORP COMMON $570.00%5 00.0% — 不变
SRVR Pacer Funds Trust Data & Infrastructure Real Estate Etf $950.00%3 3— $95 新建仓
VST Vistra Corp $1590.00%1 1— $159 新建仓
FREL Fidelity MSCI Real Estate Index ETF $2050.00%7 7— $205 新建仓
DG Dollar General Corp. $2300.00%2 2— $230 新建仓
SNOW Snowflake Inc $2550.00%1 1— $255 新建仓
PGX Invesco Exchange-Traded Fund Trust Ii Preferred Etf $2710.00%25 25— $271 新建仓
DHI D R Horton Inc Com $3260.00%2 2— $326 新建仓
BMY Bristol Myers Squibb Co Com $3460.00%6 6— $346 新建仓
CLS Celestica, Inc. $3650.00%1 1— $365 新建仓
ADI Analog Devices Inc Com $3970.00%1 1— $397 新建仓
RKLB Rocket Lab Corp. $4070.00%4 4— $407 新建仓
FUTY Fidelity MSCI Utilities Index ETF $4090.00%7 7— $409 新建仓
IFRA Ishares Trust U.S. Infrastructure Etf $4410.00%7 7— $441 新建仓
VTR Ventas Inc Com $4440.00%5 5— $444 新建仓
CIBR First Trust Exchange-Traded Fund Ii Nasdaq Cybersecurity Etf $5390.00%6 6— $539 新建仓
IBB Ishares Trust Biotechnology Etf $5710.00%3 3— $571 新建仓
ALNY Alnylam Pharmaceuticals Inc $6020.00%2 2— $602 新建仓
ITB Ishares Trust U.S. Home Construction Etf $6270.00%6 6— $627 新建仓
XME State Street SPDR & S&P Metals & Mining ETF $6420.00%6 6— $642 新建仓
PWR Quanta Services, Inc. $7200.00%1 1— $720 新建仓
MCK Mckesson Corporation $7560.00%1 1— $756 新建仓
INTU Intuit Inc $7830.00%3 3— $783 新建仓
INSM Insmed Inc Ordinary Shares $8530.00%8 8— $853 新建仓
LITE Lumentum Holdings INC CORP COMMON $8580.00%1 1— $858 新建仓
PPA Invesco Exchange-Traded Fund Trust Aerospace & Defense Etf $8830.00%5 5— $883 新建仓
PAVE Global X Funds U.S. Infrastructure Development Etf $8840.00%15 15— $884 新建仓
SCHW Charles Schwab Corp. Ordinary Shares $9230.00%10 10— $923 新建仓
MNST Monster Beverage Corp. $9610.00%10 10— $961 新建仓
KBWB Invesco Exchange-Traded Fund Trust Ii Kbw Bank Etf $1,0230.00%11 11— $1,023 新建仓
APH Amphenol Corp. $1,0580.00%6 6— $1,058 新建仓
SOLS Solstice Advanced Materials Inc. $1,0630.00%12 -250-95.4% -$2.21万 减仓
BTI British American Tobacco ADR $1,1120.00%18 18— $1,112 新建仓
ACN Accenture PLC Ireland ADR $1,2440.00%10 -6-37.5% -$746 重新持有
GILD Gilead Sciences Inc Com $1,2630.00%10 10— $1,263 新建仓
NIO Nio Inc Spon ADR $1,2650.00%250 00.0% — 不变
XLU State Street Utilities Select Sector SPDR ETF $1,2700.00%28 00.0% — 不变
XLE Ssga Active Trust The Energy Select Sector Spdr Fund ETF $1,2750.00%24 24— $1,275 新建仓
VDC Vanguard World Fund Consumer Staples Etf $1,3530.00%6 6— $1,353 新建仓
NTRA Natera Inc $1,3570.00%5 5— $1,357 新建仓
VCIT Vanguard Group, Inc. Intermediate-Term Corporate Bond Etf $1,4050.00%17 17— $1,405 新建仓
CIEN Ciena Corp COMMON $1,4720.00%3 3— $1,472 新建仓
KMI Kinder Morgan Inc Del Com $1,6300.00%51 51— $1,630 新建仓
VIS Vanguard World Fund Industrials Etf $1,8020.00%5 5— $1,802 新建仓
WDC Western Digital Corp. $1,9160.00%3 3— $1,916 新建仓
TXN Texas Instrs Inc Com $2,0860.00%7 7— $2,086 新建仓
WEC WEC Energy Group Inc Com $2,1020.00%18 18— $2,102 新建仓
— Avalonbay Communities Inc. $2,2640.00%12 12— $2,264 新建仓
GEV GE Vernova Inc. $2,3500.00%2 2— $2,350 新建仓
FAST Fastenal Co Com $2,3530.00%49 49— $2,353 新建仓
HIG Hartford Finl Svcs Group Inccom $2,5180.00%19 19— $2,518 新建仓
PPL PPL Corp Com $2,6170.00%72 72— $2,617 新建仓
VICI Vici Properties Inc $2,6280.00%99 99— $2,628 新建仓
SRE Sempra Com $2,6890.00%29 29— $2,689 新建仓
MDLZ Mondelez Intl Inc CL A $2,7760.00%48 48— $2,776 新建仓
GRMN Garmin LTD Shs ADR $2,8500.00%12 12— $2,850 新建仓
XLV Select Sector Spdr Trust (The) State Street Health Care Etf $2,8560.00%18 18— $2,856 新建仓
CCL Carnival Corporation Ltd. Ordinary Shares $2,8570.00%100 100— $2,857 新建仓
XLC Select Sector Spdr Trust (The) State Street Communication Services Etf $2,8930.00%27 27— $2,893 新建仓
APO Apollo Global Management Inc $3,0760.00%26 26— $3,076 新建仓
XLY Select Sector Spdr Trust (The) State Street Consumer Discretionary Etf $3,1670.00%27 27— $3,167 新建仓
TEL Te Connectivity Plc Registered Shares $3,2260.00%16 16— $3,226 新建仓
DRI Darden Restaurants Inc Com $3,2960.00%16 16— $3,296 新建仓
GLW Corning Inc Com $3,3210.00%13 13— $3,321 新建仓
XLF Saga Active Trust Financial Select Sector SPDR Tr SBI Int-Finl $3,7530.00%70 70— $3,753 新建仓
RGR Sturm Ruger & Co Inc Com $3,7850.00%100 00.0% — 不变
SMH VanEck ETFTrust Semiconductor $3,9350.00%6 6— $3,935 新建仓
ARKK Ark ETF Tr Innovation ETF $4,0410.00%50 00.0% — 不变
HSIC Schein Henry Inc Com $4,0920.00%49 00.0% — 不变
DOW Dow Inc Com $4,1040.00%150 -200-57.1% -$5,472 减仓
PM Philip Morris Intl Inc Com $4,1610.00%23 23— $4,161 新建仓
VB Vanguard Index Funds Small Cap Etf $4,5470.00%15 15— $4,547 新建仓
TRV Travelers Companies Inc. $4,6220.00%14 14— $4,622 新建仓
BKLN Invesco Exchng Traded FD Tr Sr Ln ETF $4,8890.00%240 00.0% — 不变
WMB Williams Cos Inc Ordinary Shares $5,5010.00%74 74— $5,501 新建仓
BIDU Baidu Inc Spon ADR Rep A $5,7150.00%50 00.0% — 不变
FND Floor & Decor $5,9360.00%100 00.0% — 不变
UPS United Parcel Service Inc CL B $6,4500.00%60 00.0% — 不变
C Citigroup Inc Com New $6,9980.00%50 00.0% — 不变
COIN Coinbase Global Inc Com CL A $7,3100.00%50 00.0% — 不变
WAT Waters Corp Com $7,5010.00%20 -135-87.1% -$5.06万 减仓
SLGN Silgan Holdings Inc Com $8,1180.00%175 -75-30.0% -$3,479 减仓
SPCX Space Exploration Technologies Corp. - Class A $8,5430.00%50 50— $8,543 新建仓
TSM Taiwan Semiconductor Manufacturing ADR $8,5960.00%18 18— $8,596 新建仓
BABA Alibaba Group Hldg LTD Sponsored ADR $8,6380.00%90 55.9% $480 加仓
OC Owens Corning New Com $9,5380.00%60 00.0% — 不变
VUG Vanguard Group, Inc. Growth ETF $1.03万0.00%120 00.0% — 不变
VGT Vanguard Information Technology ETF $1.05万0.00%88 88— $1.05万 新建仓
QSR Restaurant Brands International $1.26万0.00%174 00.0% — 不变
FFIV F5 Networks Inc Com $1.33万0.00%32 00.0% — 不变
FDXF Fedex Freight Holding Company Inc. $1.51万0.01%100 100— $1.51万 新建仓
PYPL PayPal Hldgs Inc Com $1.77万0.01%409 00.0% — 不变
GM General Mtrs Co Com $1.77万0.01%230 00.0% — 不变