COMMERZBANK AKTIENGESELLSCHAFT /FI
FRANKFURT 2M · SEC CIK 0000852933
$47.83亿2026Q1 申报市值
354持仓数
41.6%前十大占比 · 第一大 6.0%
17 / 31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
CRM 加仓+$5,790.35万
CMCSA 加仓+$5,461.28万
AEP 加仓+$5,360.14万
MSFT 加仓+$5,032.61万
DB 加仓+$4,228.12万
2026Q1 卖出最多 按季末市值估算
T 减仓-$1.16亿
JNJ 减仓-$7,188.61万
MCD 减仓-$6,122.99万
MRK 减仓-$1,821.25万
CAT 减仓-$1,776.25万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2.85亿 | 5.96% | 769,805 | 135,954 | 21.4% | $5,032.61万 | 加仓 |
| GOOGL | ALPHABET INC | $2.68亿 | 5.60% | 931,673 | -52,610 | -5.3% | -$1,512.85万 | 减仓 |
| AAPL | APPLE INC | $2.65亿 | 5.54% | 1,043,898 | 14,094 | 1.4% | $357.69万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.98亿 | 4.15% | 958,552 | 116,178 | 13.8% | $2,403.72万 | 加仓 |
| CSCO | CISCO SYS INC | $1.97亿 | 4.13% | 2,545,354 | 190,706 | 8.1% | $1,479.69万 | 加仓 |
| KO | COCA COLA CO | $1.68亿 | 3.50% | 2,203,320 | -17,548 | -0.8% | -$133.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.65亿 | 3.46% | 682,590 | 35,971 | 5.6% | $871.90万 | 加仓 |
| V | VISA INC | $1.53亿 | 3.19% | 505,344 | 3,451 | 0.7% | $104.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.46亿 | 3.04% | 595,306 | -294,084 | -33.1% | -$7,188.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.43亿 | 2.98% | 485,245 | -1,534 | -0.3% | -$45.12万 | 减仓 |
| — | EXXON MOBIL CORP | $1.41亿 | 2.95% | 831,633 | 124,662 | 17.6% | $2,115.02万 | 加仓 |
| DB | DEUTSCHE BK AG | $1.39亿 | 2.91% | 4,678,583 | 1,419,788 | 43.6% | $4,228.12万 | 加仓 |
| AVGO | BROADCOM INC | $1.34亿 | 2.81% | 434,316 | 2,064 | 0.5% | $63.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.30亿 | 2.72% | 745,775 | -85,366 | -10.3% | -$1,488.78万 | 减仓 |
| META | META PLATFORMS INC | $1.00亿 | 2.09% | 174,900 | 14,841 | 9.3% | $849.10万 | 加仓 |
| — | HONEYWELL INTL INC | $9,967.60万 | 2.08% | 440,984 | 18,707 | 4.4% | $422.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $9,517.20万 | 1.99% | 658,901 | 76,734 | 13.2% | $1,108.35万 | 加仓 |
| AMZN | AMAZON COM INC | $8,124.90万 | 1.70% | 390,113 | 24,635 | 6.7% | $513.07万 | 加仓 |
| CAT | CATERPILLAR INC | $8,011.90万 | 1.67% | 113,089 | -25,072 | -18.1% | -$1,776.25万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $7,309.50万 | 1.53% | 2,545,992 | 1,902,233 | 295.5% | $5,461.28万 | 加仓 |
| CRM | SALESFORCE INC | $7,105.10万 | 1.49% | 380,625 | 310,193 | 440.4% | $5,790.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,975.20万 | 1.46% | 1,389,489 | 176,816 | 14.6% | $887.61万 | 加仓 |
| AMGN | AMGEN INC | $6,853.50万 | 1.43% | 194,785 | 46,236 | 31.1% | $1,626.81万 | 加仓 |
| MCD | MCDONALDS CORP | $6,597.60万 | 1.38% | 212,284 | -197,013 | -48.1% | -$6,122.99万 | 减仓 |
| QCOM | QUALCOMM INC | $6,414.90万 | 1.34% | 498,125 | 148,373 | 42.4% | $1,910.76万 | 加仓 |
| PEP | PEPSICO INC | $6,352.60万 | 1.33% | 409,078 | 69,179 | 20.4% | $1,074.29万 | 加仓 |
| HD | HOME DEPOT INC | $5,876.80万 | 1.23% | 178,685 | 11,699 | 7.0% | $384.77万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,875.70万 | 1.23% | 448,255 | 408,923 | 1,039.7% | $5,360.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,409.00万 | 1.13% | 63,937 | 695 | 1.1% | $58.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4,804.80万 | 1.00% | 299,698 | -2,874 | -0.9% | -$46.08万 | 减仓 |
| HPQ | HP INC | $4,074.70万 | 0.85% | 2,121,132 | 1,985,381 | 1,462.5% | $3,813.92万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3,251.20万 | 0.68% | 564,050 | 37,165 | 7.1% | $214.22万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,147.50万 | 0.66% | 64,034 | 258 | 0.4% | $12.68万 | 加仓 |
| LLY | ELI LILLY & CO | $2,996.60万 | 0.63% | 32,580 | -4,645 | -12.5% | -$427.23万 | 减仓 |
| WM | WASTE MGMT INC DEL | $2,986.40万 | 0.62% | 129,961 | -11,744 | -8.3% | -$269.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,695.30万 | 0.56% | 99,608 | 30,432 | 44.0% | $823.46万 | 加仓 |
| NFLX | NETFLIX INC. | $2,640.70万 | 0.55% | 274,647 | 12,230 | 4.7% | $117.59万 | 加仓 |
| ORCL | ORACLE CORP | $2,625.00万 | 0.55% | 178,435 | 10,688 | 6.4% | $157.23万 | 加仓 |
| MRK | MERCK & CO INC | $2,398.10万 | 0.50% | 199,356 | -151,402 | -43.2% | -$1,821.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,113.20万 | 0.44% | 42,293 | -15,095 | -26.3% | -$754.23万 | 减仓 |
| WMT | WALMART INC | $2,111.90万 | 0.44% | 169,928 | 31,287 | 22.6% | $388.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,765.30万 | 0.37% | 362,123 | 97,649 | 36.9% | $476.03万 | 加仓 |
| GOOG | ALPHABET INC | $1,621.60万 | 0.34% | 56,528 | 2,692 | 5.0% | $77.22万 | 加仓 |
| CME | CME GROUP INC | $1,607.00万 | 0.34% | 54,411 | -4,481 | -7.6% | -$132.34万 | 减仓 |
| ABBV | ABBVIE INC | $1,567.30万 | 0.33% | 72,061 | -7,351 | -9.3% | -$159.88万 | 减仓 |
| GE | GE AEROSPACE | $1,563.90万 | 0.33% | 55,110 | -19,913 | -26.5% | -$565.09万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,536.80万 | 0.32% | 32,071 | 2,673 | 9.1% | $128.09万 | 加仓 |
| T | AT&T INC | $1,511.50万 | 0.32% | 521,402 | -3,987,428 | -88.4% | -$1.16亿 | 减仓 |
| BLK | BLACKROCK INC | $1,300.30万 | 0.27% | 13,521 | 6,104 | 82.3% | $587.02万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,248.40万 | 0.26% | 62,959 | 4,358 | 7.4% | $86.41万 | 加仓 |
| PFE | PFIZER INC | $1,247.90万 | 0.26% | 444,413 | -80,413 | -15.3% | -$225.80万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,228.00万 | 0.26% | 63,255 | -6,688 | -9.6% | -$129.84万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,203.80万 | 0.25% | 117,245 | 3,649 | 3.2% | $37.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,106.70万 | 0.23% | 11,107 | 2,250 | 25.4% | $224.19万 | 加仓 |
| TSLA | TESLA INC | $1,087.20万 | 0.23% | 29,246 | -623 | -2.1% | -$23.16万 | 减仓 |
| XYL | XYLEM INC | $1,050.00万 | 0.22% | 87,868 | -21,100 | -19.4% | -$252.14万 | 减仓 |
| USB | US BANCORP | $1,021.50万 | 0.21% | 196,405 | 9,356 | 5.0% | $48.66万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $968.00万 | 0.20% | 73,930 | 4,785 | 6.9% | $62.65万 | 加仓 |
| WFC | WELLS FARGO & CO | $938.30万 | 0.20% | 117,865 | 9,939 | 9.2% | $79.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $926.60万 | 0.19% | 70,196 | -9,586 | -12.0% | -$126.54万 | 减仓 |
| AMAT | APPLIED MATLS INC | $889.30万 | 0.19% | 26,020 | -1,428 | -5.2% | -$48.81万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $888.70万 | 0.19% | 90,337 | -26,090 | -22.4% | -$256.66万 | 减仓 |
| ADBE | ADOBE INC | $875.00万 | 0.18% | 35,998 | -2,015 | -5.3% | -$48.98万 | 减仓 |
| KLAC | KLA CORP | $867.10万 | 0.18% | 5,889 | -685 | -10.4% | -$100.86万 | 减仓 |
| LIN | LINDE PLC | $862.90万 | 0.18% | 17,406 | 204 | 1.2% | $10.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $815.40万 | 0.17% | 55,741 | 36,316 | 187.0% | $531.24万 | 加仓 |
| NOW | SERVICENOW INC | $795.50万 | 0.17% | 76,089 | 52,989 | 229.4% | $553.99万 | 加仓 |
| FDX | FEDEX CORP | $773.20万 | 0.16% | 21,708 | -23,490 | -52.0% | -$836.67万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $763.10万 | 0.16% | 54,756 | -11,222 | -17.0% | -$156.39万 | 减仓 |
| MET | METLIFE INC | $755.00万 | 0.16% | 106,762 | -4,125 | -3.7% | -$29.17万 | 减仓 |
| CVS | CVS HEALTH CORP | $733.30万 | 0.15% | 102,099 | 47,646 | 87.5% | $342.21万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $725.40万 | 0.15% | 24,870 | 5,105 | 25.8% | $148.90万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $687.10万 | 0.14% | 76,221 | -17,963 | -19.1% | -$161.93万 | 减仓 |
| DOW | DOW HLDGS INC | $684.80万 | 0.14% | 164,414 | 164,414 | — | $684.80万 | 新建仓 |
| INTC | INTEL CORP | $682.10万 | 0.14% | 154,560 | -130,947 | -45.9% | -$577.89万 | 减仓 |
| NKE | NIKE INC | $662.10万 | 0.14% | 125,354 | -19,756 | -13.6% | -$104.35万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $649.60万 | 0.14% | 37,639 | -28,057 | -42.7% | -$484.23万 | 减仓 |
| MMM | 3M CO | $647.10万 | 0.14% | 44,559 | 29,209 | 190.3% | $424.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $623.90万 | 0.13% | 50,815 | -2,992 | -5.6% | -$36.74万 | 减仓 |
| SBUX | STARBUCKS CORP | $617.90万 | 0.13% | 68,970 | -27,506 | -28.5% | -$246.43万 | 减仓 |
| HAL | HALLIBURTON CO | $617.50万 | 0.13% | 158,366 | 20,830 | 15.1% | $81.22万 | 加仓 |
| OKE | ONEOK INC | $611.80万 | 0.13% | 67,686 | -12,394 | -15.5% | -$112.03万 | 减仓 |
| NEM | NEWMONT CORP | $606.20万 | 0.13% | 56,004 | 23,533 | 72.5% | $254.73万 | 加仓 |
| SLB | SLB LIMITED | $601.50万 | 0.13% | 117,043 | -63,004 | -35.0% | -$323.79万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $589.30万 | 0.12% | 19,482 | -3,996 | -17.0% | -$120.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $573.90万 | 0.12% | 61,071 | 5,979 | 10.9% | $56.19万 | 加仓 |
| UNP | UNION PACIFIC CORP | $570.70万 | 0.12% | 23,522 | -5,970 | -20.2% | -$144.85万 | 减仓 |
| LOW | LOWE'S COS INC | $539.50万 | 0.11% | 22,831 | 5,155 | 29.2% | $121.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $521.60万 | 0.11% | 16,394 | -3,167 | -16.2% | -$100.76万 | 减仓 |
| MCO | MOODYS CORP | $515.90万 | 0.11% | 11,825 | 2,343 | 24.7% | $102.22万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $492.20万 | 0.10% | 67,933 | -94,567 | -58.2% | -$685.17万 | 减仓 |
| CCI | CROWN CASTLE INC | $492.10万 | 0.10% | 60,526 | -2,616 | -4.1% | -$21.27万 | 减仓 |
| DIS | DISNEY WALT CO | $489.50万 | 0.10% | 50,791 | -1,799 | -3.4% | -$17.34万 | 减仓 |
| MS | MORGAN STANLEY | $480.00万 | 0.10% | 29,168 | -4,904 | -14.4% | -$80.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $475.80万 | 0.10% | 10,321 | -1,356 | -11.6% | -$62.51万 | 减仓 |
| GLW | CORNING INC | $459.40万 | 0.10% | 33,787 | 28,903 | 591.8% | $392.99万 | 加仓 |
| SYK | STRYKER CORPORATION | $457.70万 | 0.10% | 13,928 | -9,209 | -39.8% | -$302.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $425.70万 | 0.09% | 12,598 | 9,866 | 361.1% | $333.38万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $420.90万 | 0.09% | 14,377 | 8,946 | 164.7% | $261.90万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $408.40万 | 0.09% | 42,331 | -12,225 | -22.4% | -$117.94万 | 减仓 |