MF

Mechanics Financial Corp

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.4亿

申报季度: 2026-03-31 · 持股只数: 232

Mechanics Financial Corp在最新一期 13F 报告中披露了 232 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 22.2%。

机构性格雪花图

集中度
11.07
持仓稳定性
22.19
动能／逆势
100
行业集中度
47.73
多样化
100
仓位均衡度
76.67

近期动向

  • 减仓 GRC

    0.0%　-US$2991.4万

  • 加仓 IEFA

    +7.0%　US$85.5万

  • 加仓 VGSH

    +9.0%　US$60.2万

  • 加仓 IJH

    -5.3%　-US$49.8万

  • 加仓 IEMG

    +7.3%　US$63.9万

  • 加仓 BND

    +18.1%　US$73.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1GRCGorman-rupp Co股票-其他7.62%-10.14%—
2IJHIshares Core S&p Midcap ETFETF-其他6.49%+0.59%-5.31%
3AAPLApple INC股票-科技6.05%+0.24%-1.61%
4IEFAIshares Core Msci Eafe ETFETF-其他4.67%+0.87%+7.01%
5EFAIshares Msci Eafe ETFETF-其他4.65%—-1.42%
6IVVIshares Core S&p 500 ETFETF-大型股与成长4.01%+0.29%-0.39%
7VGSHVanguard Short-term TreasuryETF-政府公债3.16%+0.60%+9.04%
8JPMJpmorgan Chase & Co股票-金融2.92%+0.14%+1.23%
9IEMGIshares Core Msci EmergingETF-新兴市场2.62%+0.54%+7.33%
10MSFTMicrosoft CORP股票-科技2.61%-0.39%+0.15%
11GOOGLAlphabet Inc-cl A股票-通信服务2.41%+0.07%-0.96%
12NVDANvidia CORP股票-科技2.16%+0.09%-2.06%
13BNDVanguard Total Bond MarketETF-其他2.06%+0.51%+18.14%
14IJRIshares Core S&p Small-cap EETF-中小型股2.02%—-5.80%
15AMZNAmazon.com INC股票-周期性消费1.45%-0.01%-2.88%
16JNJJohnson & Johnson股票-医疗保健1.45%+0.35%-2.06%
17VGITVanguard Intermediate-term TETF-其他1.25%+0.33%+20.74%
18GDGeneral Dynamics CORP股票-工业1.22%—-0.14%
19SPSBSs Spdr P St C CORP ETFETF-其他1.16%+0.36%+28.07%
20PGProcter & Gamble Co/the股票-非周期性消费1.03%—-1.47%
21LLYEli Lilly & Co股票-医疗保健1.02%-0.02%+0.80%
22GOOGAlphabet Inc-cl C股票-通信服务1.00%+0.03%-1.29%
23HUBBHubbell INC股票-工业0.97%—-2.68%
24IWMIshares Russell 2000 ETFETF-中小型股0.95%—-2.37%
25CVXChevron CORP股票-能源0.88%+0.23%-11.32%
26AVGOBroadcom INC股票-科技0.88%—+9.67%
27CATCaterpillar INC股票-工业0.86%+0.25%—
28VVisa Inc-class A Shares股票-金融0.83%-0.07%-5.69%
29PEPPepsico INC股票-非周期性消费0.79%—-5.48%
30ABBVAbbvie INC股票-医疗保健0.77%—-0.41%
31BLKBlackrock INC股票-金融0.75%—-2.32%
32CSCOCisco Systems INC股票-科技0.74%—-0.43%
33NEENextera Energy INC股票-公用事业0.73%+0.18%+0.83%
34ORCLOracle CORP股票-科技0.72%-0.11%+0.51%
35TSLATesla INC股票-周期性消费0.72%-0.08%-4.07%
36TMOThermo Fisher Scientific INC股票-医疗保健0.68%-0.02%+1.14%
37RTXRtx CORP股票-工业0.67%—-9.70%
38VWOVanguard Ftse Emerging MarkeETF-新兴市场0.66%—-3.44%
39MCDMcdonald's CORP股票-周期性消费0.65%—-3.57%
40AMGNAmgen INC股票-医疗保健0.65%—-4.36%
41IBMIntl Business Machines CORP股票-科技0.60%-0.04%+1.50%
42DEDeere & Co股票-工业0.56%+0.14%-1.85%
43MRKMerck & Co. INC.股票-医疗保健0.53%+0.13%+1.80%
44BRK-BBerkshire Hathaway Inc-cl B股票-其他0.52%—+1.28%
45MARMarriott International -cl A股票-周期性消费0.50%—-10.03%
46CDNSCadence Design Sys INC股票-科技0.47%-0.04%-8.44%
47CMICummins INC股票-工业0.47%—-3.59%
48PNCPnc Financial Services Group股票-金融0.46%—+3.08%
49EMREmerson Electric Co股票-工业0.46%—-0.30%
50METAMeta Platforms Inc-class A股票-通信服务0.45%—+3.03%
1–50 of 232

本季持股变动

Mechanics Financial Corp 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Russell 2500 ETF (SMMD); 新建仓: Lam Research CORP (LRCX); 新建仓: Arista Networks INC (ANET); 新建仓: General Electric (GE); 加仓: Ishares Core Msci Eafe ETF (IEFA) — 股数 +7.01%.

Mechanics Financial Corp 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1IEFAIshares Core Msci Eafe ETF+0.9%+7.01%加仓
2VGSHVanguard Short-term Treasury+0.6%+9.04%加仓
3IJHIshares Core S&p Midcap ETF+0.6%-5.31%减仓
4IEMGIshares Core Msci Emerging+0.5%+7.33%加仓
5BNDVanguard Total Bond Market+0.5%+18.14%加仓
6SPSBSs Spdr P St C CORP ETF+0.4%+28.07%加仓
7JNJJohnson & Johnson+0.4%-2.06%减仓
8VGITVanguard Intermediate-term T+0.3%+20.74%加仓
9IVVIshares Core S&p 500 ETF+0.3%-0.39%减仓
10XOMExxon Mobil CORP+0.3%+503.47%加仓
11CATCaterpillar INC+0.3%—不变
12AAPLApple INC+0.2%-1.61%减仓
13CVXChevron CORP+0.2%-11.32%减仓
14ETNEaton Corporation plc+0.2%+42.84%加仓
15NEENextera Energy INC+0.2%+0.83%加仓
16NFLXNetflix INC+0.2%+94.74%加仓
17JPMJpmorgan Chase & Co+0.1%+1.23%加仓
18DEDeere & Co+0.1%-1.85%减仓
19MRKMerck & Co. INC.+0.1%+1.80%加仓
20LMTLockheed Martin CORP+0.1%—不变
21AMDAdvanced Micro Devices+0.1%+112.51%加仓
22TSCOTractor Supply Company+0.1%+91.77%加仓
23NVDANvidia CORP+0.1%-2.06%减仓
24GOOGLAlphabet Inc-cl A+0.1%-0.96%减仓
25GOOGAlphabet Inc-cl C0%-1.29%减仓
26BLKBlackrock INC—-2.32%减仓
27AMZNAmazon.com INC0%-2.88%减仓
28MSMorgan Stanley0%-7.31%减仓
29LLYEli Lilly & Co0%+0.80%加仓
30TMOThermo Fisher Scientific INC0%+1.14%加仓
31PANWPalo Alto Networks INC0%-5.24%减仓
32UBERUber Technologies INC0%-6.38%减仓
33BACBank Of America CORP0%-6.30%减仓
34ABTAbbott Laboratories0%+2.31%加仓
35IBMIntl Business Machines CORP0%+1.50%加仓
36CDNSCadence Design Sys INC0%-8.44%减仓
37DISWalt Disney Co/the-0.1%-7.82%减仓
38CRMSalesforce INC-0.1%-1.36%减仓
39VVisa Inc-class A Shares-0.1%-5.69%减仓
40TSLATesla INC-0.1%-4.07%减仓
41EOGEog Resources INC-0.1%-61.53%减仓
42OKEOneok INC-0.1%-83.01%减仓
43VTIVanguard Total Stock Mkt ETF-0.1%-88.80%减仓
44ORCLOracle CORP-0.1%+0.51%加仓
45MSFTMicrosoft CORP-0.4%+0.15%加仓
46GRCGorman-rupp Co-10.1%—不变
47SMMDIshares Russell 2500 ETF—NEW新建仓
48LRCXLam Research CORP—NEW新建仓
49ANETArista Networks INC—NEW新建仓
50GEGeneral Electric—NEW新建仓

FAQ

Mechanics Financial Corp 是什么机构？属于哪种投资人类型？
Mechanics Financial Corp 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 232 个已申报仓位之中。
Mechanics Financial Corp 目前前几大持股有哪些？
根据最新 13F 申报，Mechanics Financial Corp 按市值排列的前几大持股为： 1. Gorman-rupp Co (GRC) — US$1819.2万 (7.6%) 2. Ishares Core S&p Midcap ETF (IJH) — US$1548.1万 (6.5%) 3. Apple INC (AAPL) — US$1444.9万 (6.0%) 4. Ishares Core Msci Eafe ETF (IEFA) — US$1115.8万 (4.7%) 5. Ishares Msci Eafe ETF (EFA) — US$1110.7万 (4.7%)
Mechanics Financial Corp 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Mechanics Financial Corp 共进行了 47 项显著调整：新建仓 4 个仓位、加仓 20 个既有持股、减仓 23 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ishares Russell 2500 ETF (SMMD); 新建仓: Lam Research CORP (LRCX); 新建仓: Arista Networks INC (ANET); 新建仓: General Electric (GE); 加仓: Ishares Core Msci Eafe ETF (IEFA) — 股数 +7.01%
Mechanics Financial Corp 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Mechanics Financial Corp 的主要板块分布如下： • Information Technology: 29.5% • Financials: 14.0% • Industrials: 14.0% • Health Care: 11.8% • Communication Services: 8.7% • Consumer Discretionary: 8.1%