COMMERZBANK AKTIENGESELLSCHAFT /FI
FRANKFURT 2M · SEC CIK 0000852933
$50.05亿2026Q2 申报市值
347持仓数
43.8%前十大占比 · 第一大 6.3%
14 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PYPL 加仓+$6,453.51万
MCD 加仓+$3,827.66万
CMCSA 加仓+$3,503.87万
HPQ 加仓+$3,405.22万
CRM 加仓+$3,251.31万
2026Q2 卖出最多 按季末市值估算
DB 减仓-$1.24亿
HON 减仓-$9,401.09万
QCOM 减仓-$6,774.68万
CSCO 减仓-$4,913.63万
CAT 减仓-$4,051.61万
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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $3.15亿 | 6.30% | 882,118 | -49,555 | -5.3% | -$1,770.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.13亿 | 6.25% | 838,500 | 68,695 | 8.9% | $2,562.46万 | 加仓 |
| AAPL | APPLE INC | $2.83亿 | 5.66% | 979,135 | -64,763 | -6.2% | -$1,873.99万 | 减仓 |
| CSCO | CISCO SYS INC | $2.50亿 | 4.99% | 2,127,030 | -418,324 | -16.4% | -$4,913.63万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1.97亿 | 3.95% | 702,147 | 19,557 | 2.9% | $549.96万 | 加仓 |
| AVGO | BROADCOM INC | $1.81亿 | 3.63% | 480,306 | 45,990 | 10.6% | $1,737.28万 | 加仓 |
| V | VISA INC | $1.75亿 | 3.49% | 509,225 | 3,881 | 0.8% | $133.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.60亿 | 3.20% | 489,209 | 3,964 | 0.8% | $129.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.60亿 | 3.20% | 630,281 | 34,975 | 5.9% | $888.26万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.56亿 | 3.13% | 944,091 | -14,461 | -1.5% | -$239.71万 | 减仓 |
| KO | COCA COLA CO | $1.48亿 | 2.95% | 1,819,326 | -383,994 | -17.4% | -$3,120.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.32亿 | 2.64% | 660,044 | -85,731 | -11.5% | -$1,715.39万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.17亿 | 2.33% | 795,119 | 136,218 | 20.7% | $1,997.50万 | 加仓 |
| META | META PLATFORMS INC | $1.05亿 | 2.11% | 187,180 | 12,280 | 7.0% | $691.72万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $9,754.30万 | 1.95% | 3,973,225 | 1,427,233 | 56.1% | $3,503.87万 | 加仓 |
| MCD | MCDONALDS CORP | $9,565.90万 | 1.91% | 353,887 | 141,603 | 66.7% | $3,827.66万 | 加仓 |
| CRM | SALESFORCE INC | $9,214.20万 | 1.84% | 588,164 | 207,539 | 54.5% | $3,251.31万 | 加仓 |
| — | EXXON MOBIL CORP | $9,158.00万 | 1.83% | 669,835 | -161,798 | -19.5% | -$2,212.11万 | 减仓 |
| AMZN | AMAZON COM INC | $8,965.20万 | 1.79% | 376,150 | -13,963 | -3.6% | -$332.80万 | 减仓 |
| HPQ | HP INC | $8,059.00万 | 1.61% | 3,673,187 | 1,552,055 | 73.2% | $3,405.22万 | 加仓 |
| CAT | CATERPILLAR INC | $7,991.20万 | 1.60% | 75,042 | -38,047 | -33.6% | -$4,051.61万 | 减仓 |
| AMGN | AMGEN INC | $7,585.60万 | 1.52% | 209,478 | 14,693 | 7.5% | $532.06万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7,424.00万 | 1.48% | 217,701 | -81,997 | -27.4% | -$2,796.25万 | 减仓 |
| HD | HOME DEPOT INC | $6,940.80万 | 1.39% | 196,803 | 18,118 | 10.1% | $638.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,746.80万 | 1.35% | 1,593,486 | 203,997 | 14.7% | $863.72万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $6,509.50万 | 1.30% | 1,507,517 | 1,494,551 | 11,526.7% | $6,453.51万 | 加仓 |
| PEP | PEPSICO INC | $6,374.20万 | 1.27% | 470,767 | 61,689 | 15.1% | $835.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,950.30万 | 1.19% | 58,834 | -5,103 | -8.0% | -$516.10万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $5,796.90万 | 1.16% | 423,721 | -24,534 | -5.5% | -$335.65万 | 减仓 |
| LLY | ELI LILLY & CO | $4,160.00万 | 0.83% | 34,683 | 2,103 | 6.5% | $252.24万 | 加仓 |
| DB | DEUTSCHE BK AG | $3,400.40万 | 0.68% | 1,007,236 | -3,671,347 | -78.5% | -$1.24亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3,296.70万 | 0.66% | 65,756 | 1,722 | 2.7% | $86.33万 | 加仓 |
| ORCL | ORACLE CORP | $3,059.70万 | 0.61% | 208,780 | 30,345 | 17.0% | $444.71万 | 加仓 |
| WMT | WALMART INC | $2,892.50万 | 0.58% | 255,387 | 85,459 | 50.3% | $967.90万 | 加仓 |
| MRK | MERCK & CO INC | $2,764.30万 | 0.55% | 215,121 | 15,765 | 7.9% | $202.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,624.40万 | 0.52% | 51,098 | 8,805 | 20.8% | $452.23万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,479.20万 | 0.50% | 34,290 | 8,270 | 31.8% | $597.93万 | 加仓 |
| QCOM | QUALCOMM INC | $2,430.20万 | 0.49% | 131,511 | -366,614 | -73.6% | -$6,774.68万 | 减仓 |
| GLW | CORNING INC | $2,126.00万 | 0.42% | 83,232 | 49,445 | 146.3% | $1,262.98万 | 加仓 |
| NFLX | NETFLIX INC. | $1,960.40万 | 0.39% | 274,559 | -88 | -0.0% | -$6,283 | 减仓 |
| KLAC | KLA CORP | $1,753.30万 | 0.35% | 58,113 | -777 | -1.3% | -$23.44万 | 减仓 |
| T | AT&T INC | $1,682.80万 | 0.34% | 812,943 | 291,541 | 55.9% | $603.49万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,678.90万 | 0.34% | 294,639 | -67,484 | -18.6% | -$384.53万 | 减仓 |
| GE | GE AEROSPACE | $1,588.10万 | 0.32% | 42,492 | -12,618 | -22.9% | -$471.59万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,549.90万 | 0.31% | 30,973 | -1,098 | -3.4% | -$54.94万 | 减仓 |
| BLK | BLACKROCK INC | $1,493.00万 | 0.30% | 15,527 | 2,006 | 14.8% | $192.89万 | 加仓 |
| GOOG | ALPHABET INC | $1,468.70万 | 0.29% | 41,568 | -14,960 | -26.5% | -$528.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,454.30万 | 0.29% | 15,546 | 4,439 | 40.0% | $415.26万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,407.70万 | 0.28% | 33,870 | -65,738 | -66.0% | -$2,732.19万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,373.10万 | 0.27% | 61,606 | -68,355 | -52.6% | -$1,523.52万 | 减仓 |
| CME | CME GROUP INC | $1,274.40万 | 0.25% | 57,708 | 3,297 | 6.1% | $72.81万 | 加仓 |
| NOW | SERVICENOW INC | $1,248.30万 | 0.25% | 125,734 | 49,645 | 65.2% | $492.88万 | 加仓 |
| MMM | 3M CO | $1,136.10万 | 0.23% | 70,170 | 25,611 | 57.5% | $414.66万 | 加仓 |
| ACN | ACCENTURE PLC-CL A | $1,118.30万 | 0.22% | 89,866 | 26,907 | 42.7% | $334.83万 | 加仓 |
| TSLA | TESLA INC | $1,106.90万 | 0.22% | 26,318 | -2,928 | -10.0% | -$123.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,103.20万 | 0.22% | 94,556 | 38,815 | 69.6% | $452.86万 | 加仓 |
| PFE | PFIZER INC | $1,071.00万 | 0.21% | 444,778 | 365 | 0.1% | $8,789 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,058.00万 | 0.21% | 116,599 | -646 | -0.6% | -$5.86万 | 减仓 |
| USB | US BANCORP | $1,049.00万 | 0.21% | 173,676 | -22,729 | -11.6% | -$137.28万 | 减仓 |
| XYL | XYLEM INC | $1,025.10万 | 0.20% | 86,717 | -1,151 | -1.3% | -$13.61万 | 减仓 |
| ADBE | ADOBE INC | $1,012.00万 | 0.20% | 49,359 | 13,361 | 37.1% | $273.94万 | 加仓 |
| ABBV | ABBVIE INC | $987.10万 | 0.20% | 39,227 | -32,834 | -45.6% | -$826.23万 | 减仓 |
| DE | DEERE & CO | $967.70万 | 0.19% | 15,256 | 11,852 | 348.2% | $751.78万 | 加仓 |
| WFC | WELLS FARGO & CO | $943.20万 | 0.19% | 114,129 | -3,736 | -3.2% | -$30.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $943.10万 | 0.19% | 102,868 | 68,938 | 203.2% | $632.03万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $938.60万 | 0.19% | 87,308 | -3,029 | -3.4% | -$32.56万 | 减仓 |
| INTC | INTEL CORP | $920.60万 | 0.18% | 65,933 | -88,627 | -57.3% | -$1,237.47万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $909.70万 | 0.18% | 7,881 | -1,828 | -18.8% | -$211.01万 | 减仓 |
| LIN | LINDE PLC | $845.60万 | 0.17% | 16,295 | -1,111 | -6.4% | -$57.65万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $826.00万 | 0.17% | 25,021 | 151 | 0.6% | $4.98万 | 加仓 |
| CVS | CVS HEALTH CORP | $821.20万 | 0.16% | 79,378 | -22,721 | -22.3% | -$235.06万 | 减仓 |
| SYK | STRYKER CORPORATION | $803.70万 | 0.16% | 25,526 | 11,598 | 83.3% | $365.17万 | 加仓 |
| COP | CONOCOPHILLIPS | $787.00万 | 0.16% | 75,707 | 5,511 | 7.9% | $57.29万 | 加仓 |
| NEM | NEWMONT CORP | $773.70万 | 0.15% | 82,837 | 26,833 | 47.9% | $250.62万 | 加仓 |
| TXN | TEXAS INSTRS INC | $766.20万 | 0.15% | 25,705 | -37,550 | -59.4% | -$1,119.27万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $755.30万 | 0.15% | 46,175 | 8,536 | 22.7% | $139.63万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $750.00万 | 0.15% | 129,672 | -434,378 | -77.0% | -$2,512.37万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $744.80万 | 0.15% | 12,822 | -3,510 | -21.5% | -$203.89万 | 减仓 |
| FDX | FEDEX CORP | $723.30万 | 0.14% | 23,099 | 1,391 | 6.4% | $43.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $649.70万 | 0.13% | 13,605 | 1,007 | 8.0% | $48.09万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $647.20万 | 0.13% | 67,335 | -598 | -0.9% | -$5.75万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $641.80万 | 0.13% | 31,833 | 29,121 | 1,073.8% | $587.12万 | 加仓 |
| UNP | UNION PACIFIC CORP | $609.80万 | 0.12% | 22,419 | -1,103 | -4.7% | -$30.00万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $589.50万 | 0.12% | 17,428 | -2,054 | -10.5% | -$69.48万 | 减仓 |
| LOW | LOWE'S COS INC | $568.70万 | 0.11% | 25,792 | 2,961 | 13.0% | $65.29万 | 加仓 |
| MCO | MOODYS CORP | $552.20万 | 0.11% | 12,192 | 367 | 3.1% | $16.62万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $540.80万 | 0.11% | 58,614 | -2,457 | -4.0% | -$22.67万 | 减仓 |
| NKE | NIKE INC | $532.50万 | 0.11% | 129,729 | 4,375 | 3.5% | $17.96万 | 加仓 |
| CCI | CROWN CASTLE INC | $531.80万 | 0.11% | 70,223 | 9,697 | 16.0% | $73.44万 | 加仓 |
| ELV | ELEVANCE HEALTH INC | $525.50万 | 0.11% | 13,589 | -788 | -5.5% | -$30.47万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $525.20万 | 0.10% | 41,571 | -13,185 | -24.1% | -$166.58万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $495.50万 | 0.10% | 56,459 | 13,648 | 31.9% | $119.78万 | 加仓 |
| DOW | DOW HLDGS INC | $491.00万 | 0.10% | 179,462 | 15,048 | 9.2% | $41.17万 | 加仓 |
| ADI | ANALOG DEVICES INC | $479.30万 | 0.10% | 12,067 | -4,327 | -26.4% | -$171.87万 | 减仓 |
| HON | HONEYWELL INTERNATIONAL INC | $472.40万 | 0.09% | 21,099 | -419,885 | -95.2% | -$9,401.09万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $463.50万 | 0.09% | 27,285 | -23,530 | -46.3% | -$399.71万 | 减仓 |
| MS | MORGAN STANLEY | $463.40万 | 0.09% | 22,168 | -7,000 | -24.0% | -$146.33万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $463.00万 | 0.09% | 20,942 | 20,942 | — | $463.00万 | 新建仓 |
| DIS | DISNEY WALT CO | $443.60万 | 0.09% | 46,086 | -4,705 | -9.3% | -$45.29万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $436.20万 | 0.09% | 39,737 | -2,594 | -6.1% | -$28.47万 | 减仓 |