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Mengis Capital Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Mengis Capital Management, Inc.

No.3599 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.58亿
环比变动 Q1 2026
+$2.76亿+72.5%
持仓股票数
218
新买入
91
加仓
55
减仓
41
清仓
3
持股不变
31
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
6.23%9.44%$4,097.7万14.2万股$3,597.8万14.2万股-153股-0.11%减仓
微软MSFT
3.96%6.2%$2,603.4万7.0万股$2,363.4万6.4万股+5,948股+9.32%加仓
AAlphabet Inc Class CGOOG
3.43%$2,253.4万6.4万股$00股+6.4万股新买入
QUANTA SVCSPWR
2.89%$1,901.5万2.6万股$00股+2.6万股新买入
摩根大通JPM
2.7%$1,777.0万5.4万股$00股+5.4万股新买入
迪尔DE
2.62%4.01%$1,720.6万2.7万股$1,527.4万2.7万股+9股+0.03%加仓
雪佛龙CVX
2.46%5.32%$1,621.1万9.8万股$2,027.3万9.8万股-189股-0.19%减仓
G高盛·ACTIVEBETA INTERNATIONAL EQUITY ETFGSIE
2.15%3.44%$1,412.5万30.9万股$1,312.2万30.4万股+4,842股+1.59%加仓
迈威尔MRVL
2.11%1.19%$1,386.8万4.7万股$455.5万4.6万股+570股+1.24%加仓
AATIATI
2.09%$1,372.1万7.0万股$00股+7.0万股新买入
帕卡PCAR
2.03%3.37%$1,337.1万11.1万股$1,285.7万11.1万股00.00%持仓不变
礼来LLY
1.86%2.38%$1,221.8万1.0万股$908.6万9,878股+308股+3.12%加仓
Q高通QCOM
1.84%2.37%$1,210.2万6.5万股$904.8万7.0万股-4,771股-6.79%减仓
亚马逊AMZN
1.74%2.53%$1,142.7万4.8万股$965.9万4.6万股+1,565股+3.37%加仓
诺华NVS
1.68%$1,102.5万7.0万股$00股+7.0万股新买入
强生JNJ
1.58%2.63%$1,040.7万4.1万股$1,001.4万4.1万股+7股+0.02%加仓
好市多COST
1.5%$988.0万1.1万股$00股+1.1万股新买入
阿斯利康AZN
1.35%2.42%$886.2万4.7万股$921.0万4.7万股+38股+0.08%加仓
埃克森美孚XOM
1.29%$850.9万6.2万股$00股+6.2万股新买入
PHILIP MORRIS INTLPM
1.22%1.93%$800.7万4.4万股$734.1万4.4万股-138股-0.31%减仓
美敦力MDT
1.15%$754.2万9.6万股$00股+9.6万股新买入
VVanEck Russia ETFBBH
1.1%$720.9万6.9万股$00股+6.9万股新买入
DDELL TECHNOLOGIES INC CLASS CDELL
1.03%$678.3万1.6万股$00股+1.6万股新买入
S嘉信·USSCHX
1%1.39%$659.0万22.4万股$531.6万20.7万股+1.7万股+8.00%加仓
波音BA
0.99%1.39%$653.7万3.0万股$531.0万2.7万股+3,520股+13.19%加仓
S嘉信策略信托SCHM
0.98%1.37%$643.1万17.4万股$523.0万16.9万股+5,519股+3.27%加仓
百事可乐PEP
0.97%1.82%$634.8万4.7万股$692.5万4.5万股+2,286股+5.13%加仓
默沙东MRK
0.95%$628.0万4.9万股$00股+4.9万股新买入
AMD超威AMD
0.85%0.52%$557.7万9,600股$196.9万9,680股-80股-0.83%减仓
艾默生电气EMR
0.85%1.34%$556.4万3.9万股$509.5万3.9万股-17股-0.04%减仓
IIBMIBM
0.84%1.25%$554.1万2.0万股$477.6万2.0万股00.00%持仓不变
联合太平洋铁路UNP
0.84%1.09%$550.8万2.0万股$415.4万1.7万股+3,127股+18.26%加仓
CLOROX DELCLX
0.83%1.35%$546.3万5.7万股$515.6万5.0万股+7,491股+15.06%加仓
NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY
0.81%1.33%$532.9万5.2万股$506.0万5.1万股+840股+1.65%加仓
博通AVGO
0.81%$531.8万1.4万股$00股+1.4万股新买入
阿斯麦ASML
0.76%$501.9万2,523股$00股+2,523股新买入
IiShares黄金信托IAU
0.76%1.53%$500.0万6.6万股$582.0万6.6万股+200股+0.30%加仓
伯克希尔哈撒韦BRK.B
0.75%1.24%$494.4万9,880股$471.5万9,840股+40股+0.41%加仓
HERSHEY COMHSY
0.74%1.5%$483.5万2.8万股$570.8万2.7万股+100股+0.36%加仓
SSPDR标普500 ETFSPY
0.73%$482.6万6,461股$00股+6,461股新买入
BBANK OF AMERBAC
0.73%1.08%$479.9万8.4万股$411.5万8.4万股-197股-0.23%减仓
哈勃HUBB
0.72%1.16%$470.9万9,000股$441.7万9,000股00.00%持仓不变
康明斯CMI
0.7%0.91%$460.5万6,457股$347.7万6,463股-6股-0.09%减仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.65%0.94%$427.9万3.0万股$357.0万2.9万股+1,621股+5.68%加仓
斯伦贝谢SLB
0.64%1.22%$421.2万9.1万股$465.6万9.1万股+4股+0.00%加仓
S嘉信策略信托SCHD
0.61%1.01%$401.5万12.7万股$385.7万12.6万股+924股+0.74%加仓
伍德沃德WWD
0.61%0.89%$401.5万9,438股$337.8万9,438股00.00%持仓不变
B贝莱德·ETF TRUST IIBINC
0.6%1.01%$395.1万7.5万股$385.6万7.4万股+1,233股+1.66%加仓
可口可乐KO
0.59%0.95%$386.7万4.8万股$361.9万4.8万股00.00%持仓不变
希捷STX
0.58%$382.1万3,960股$00股+3,960股新买入

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