UMB Bank, n.a.
Kansas City MO · SEC CIK 0000933429
$78.96亿2026Q2 申报市值
2,303持仓数
36.3%前十大占比 · 第一大 8.5%
91 / 77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
INTC 加仓+$1,767.48万
ISRG 加仓+$1,342.61万
CRWD 加仓+$848.84万
PLTR 加仓+$637.06万
MRVL 加仓+$559.26万
2026Q2 卖出最多 按季末市值估算
HONEYWELL INTL I 重新持有-$2,594.99万
HONEYWELL INTL I 清仓-$2,574.89万
JPM 减仓-$1,585.49万
AAPL 减仓-$1,446.68万
PH 减仓-$1,041.70万
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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $14.43万 | 0.00% | 2,752 | 135 | 5.2% | $7,077 | 加仓 |
| MKL | MARKEL GROUP INC | $14.45万 | 0.00% | 74 | -1 | -1.3% | -$1,953 | 减仓 |
| SANM | SANMINA CORP | $14.48万 | 0.00% | 572 | 284 | 98.6% | $7.19万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $14.48万 | 0.00% | 1,041 | -67 | -6.0% | -$9,319 | 减仓 |
| NIC | NICOLET BANKSHARES INC | $14.52万 | 0.00% | 878 | 38 | 4.5% | $6,285 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $14.53万 | 0.00% | 2,076 | -37 | -1.8% | -$2,589 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $14.55万 | 0.00% | 1,952 | -129 | -6.2% | -$9,614 | 减仓 |
| NDAQ | NASDAQ INC | $14.57万 | 0.00% | 1,848 | -53 | -2.8% | -$4,177 | 减仓 |
| RL | RALPH LAUREN CORP | $14.61万 | 0.00% | 364 | 8 | 2.2% | $3,211 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $14.61万 | 0.00% | 2,366 | 65 | 2.8% | $4,014 | 加仓 |
| PEN | PENUMBRA INC | $14.62万 | 0.00% | 463 | 8 | 1.8% | $2,526 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $14.62万 | 0.00% | 13,550 | 1,000 | 8.0% | $1.08万 | 加仓 |
| HDB | HDFC BANK LTD | $14.64万 | 0.00% | 5,669 | -788 | -12.2% | -$2.04万 | 减仓 |
| AYI | ACUITY INC | $14.65万 | 0.00% | 389 | -10 | -2.5% | -$3,767 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $14.67万 | 0.00% | 2,069 | 549 | 36.1% | $3.89万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $14.68万 | 0.00% | 1,702 | -190 | -10.0% | -$1.64万 | 减仓 |
| IOT | SAMSARA INC | $14.68万 | 0.00% | 4,526 | 197 | 4.6% | $6,389 | 加仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $14.71万 | 0.00% | 9,756 | 16 | 0.2% | $241 | 加仓 |
| SMH | VANECK ETF TRUST | $14.76万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $14.77万 | 0.00% | 836 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $14.78万 | 0.00% | 1,033 | -28 | -2.6% | -$4,007 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $14.79万 | 0.00% | 652 | -10 | -1.5% | -$2,268 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $14.79万 | 0.00% | 1,525 | 29 | 1.9% | $2,813 | 加仓 |
| — | TOPBUILD COR | $14.82万 | 0.00% | 418 | 24 | 6.1% | $8,509 | 加仓 |
| LFUS | LITTELFUSE INC | $14.89万 | 0.00% | 327 | 2 | 0.6% | $911 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $14.89万 | 0.00% | 3,908 | -522 | -11.8% | -$1.99万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $14.90万 | 0.00% | 894 | -35 | -3.8% | -$5,834 | 减仓 |
| AN | AUTONATION INC | $14.92万 | 0.00% | 803 | -3 | -0.4% | -$557 | 减仓 |
| CACI | CACI INTL INC | $14.96万 | 0.00% | 323 | 17 | 5.6% | $7,875 | 加仓 |
| CG | CARLYLE GROUP INC | $14.98万 | 0.00% | 3,557 | -372 | -9.5% | -$1.57万 | 减仓 |
| VDE | VANGUARD WORLD FD | $15.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $15.01万 | 0.00% | 3,435 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $15.05万 | 0.00% | 2,086 | 600 | 40.4% | $4.33万 | 加仓 |
| TLH | ISHARES TR | $15.14万 | 0.00% | 1,509 | -121 | -7.4% | -$1.21万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $15.14万 | 0.00% | 3,314 | 208 | 6.7% | $9,506 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $15.23万 | 0.00% | 6,187 | 338 | 5.8% | $8,318 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $15.35万 | 0.00% | 1,626 | 1,626 | — | $15.35万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $15.36万 | 0.00% | 454 | -11 | -2.4% | -$3,722 | 减仓 |
| XYZ | BLOCK INC | $15.40万 | 0.00% | 2,026 | 132 | 7.0% | $1.00万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $15.46万 | 0.00% | 1,318 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $15.47万 | 0.00% | 965 | -77 | -7.4% | -$1.23万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $15.48万 | 0.00% | 1,515 | -51 | -3.3% | -$5,211 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $15.49万 | 0.00% | 6,040 | -35 | -0.6% | -$897 | 减仓 |
| SAIA | SAIA INC | $15.50万 | 0.00% | 368 | 19 | 5.4% | $8,002 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $15.52万 | 0.00% | 1,449 | -265 | -15.5% | -$2.84万 | 减仓 |
| DT | DYNATRACE INC | $15.57万 | 0.00% | 3,546 | -52 | -1.4% | -$2,283 | 减仓 |
| — | WEBSTER FINL CORP | $15.57万 | 0.00% | 2,038 | 8 | 0.4% | $611 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $15.61万 | 0.00% | 888 | 38 | 4.5% | $6,680 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $15.63万 | 0.00% | 40,605 | 12,000 | 42.0% | $4.62万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $15.65万 | 0.00% | 2,870 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $15.66万 | 0.00% | 1,852 | 206 | 12.5% | $1.74万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $15.69万 | 0.00% | 857 | 36 | 4.4% | $6,592 | 加仓 |
| SSD | SIMPSON MFG INC | $15.70万 | 0.00% | 750 | -189 | -20.1% | -$3.96万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $15.74万 | 0.00% | 3,296 | 1,097 | 49.9% | $5.24万 | 加仓 |
| — | LEGGETT & PLATT INC | $15.77万 | 0.00% | 13,464 | -500 | -3.6% | -$5,855 | 减仓 |
| WDAY | WORKDAY INC | $15.79万 | 0.00% | 1,290 | -421 | -24.6% | -$5.15万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $15.81万 | 0.00% | 2,879 | 1,180 | 69.5% | $6.48万 | 加仓 |
| DY | DYCOM INDS INC | $15.88万 | 0.00% | 314 | 78 | 33.1% | $3.94万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $15.95万 | 0.00% | 5,673 | 14 | 0.2% | $394 | 加仓 |
| CINF | CINCINNATI FINL CORP | $15.96万 | 0.00% | 862 | 140 | 19.4% | $2.59万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $15.97万 | 0.00% | 8,675 | 93 | 1.1% | $1,712 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $16.02万 | 0.00% | 2,043 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $16.27万 | 0.00% | 2,194 | -91 | -4.0% | -$6,749 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $16.33万 | 0.00% | 4,890 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $16.34万 | 0.00% | 4,109 | 459 | 12.6% | $1.83万 | 加仓 |
| NEU | NEWMARKET CORP | $16.38万 | 0.00% | 207 | -1 | -0.5% | -$791 | 减仓 |
| CSGP | COSTAR GROUP INC | $16.38万 | 0.00% | 5,784 | -8,685 | -60.0% | -$24.60万 | 减仓 |
| CYTK | CYTOKINETICS INC | $16.44万 | 0.00% | 1,930 | 10 | 0.5% | $852 | 加仓 |
| JLL | JONES LANG LASALLE INC | $16.52万 | 0.00% | 533 | 5 | 0.9% | $1,550 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $16.55万 | 0.00% | 4,189 | -32 | -0.8% | -$1,264 | 减仓 |
| FOXA | FOX CORP | $16.59万 | 0.00% | 3,180 | -2,040 | -39.1% | -$10.64万 | 减仓 |
| ALLY | ALLY FINL INC | $16.59万 | 0.00% | 3,610 | -43 | -1.2% | -$1,976 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $16.62万 | 0.00% | 3,485 | -26 | -0.7% | -$1,240 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $16.66万 | 0.00% | 6,419 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $16.66万 | 0.00% | 3,195 | 17 | 0.5% | $886 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $16.72万 | 0.00% | 1,674 | 60 | 3.7% | $5,994 | 加仓 |
| CVLT | COMMVAULT SYS INC | $16.78万 | 0.00% | 1,184 | 330 | 38.6% | $4.68万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $16.82万 | 0.00% | 2,627 | 380 | 16.9% | $2.43万 | 加仓 |
| — | SELECTQUOTE INC | $16.82万 | 0.00% | 200,000 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $16.83万 | 0.00% | 438 | -8 | -1.8% | -$3,074 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $16.85万 | 0.00% | 6,485 | -600 | -8.5% | -$1.56万 | 减仓 |
| REET | ISHARES TR | $16.88万 | 0.00% | 6,110 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $16.90万 | 0.00% | 584 | -11 | -1.8% | -$3,184 | 减仓 |
| SONY | SONY GROUP CORP | $16.92万 | 0.00% | 8,437 | 1,938 | 29.8% | $3.89万 | 加仓 |
| ENS | ENERSYS | $16.95万 | 0.00% | 725 | -17 | -2.3% | -$3,975 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $17.00万 | 0.00% | 680 | 114 | 20.1% | $2.85万 | 加仓 |
| SITM | SITIME CORP | $17.00万 | 0.00% | 228 | -2 | -0.9% | -$1,491 | 减仓 |
| EME | EMCOR GROUP INC | $17.01万 | 0.00% | 205 | -5 | -2.4% | -$4,149 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $17.08万 | 0.00% | 884 | -3 | -0.3% | -$580 | 减仓 |
| NTNX | NUTANIX INC | $17.10万 | 0.00% | 3,355 | 7 | 0.2% | $357 | 加仓 |
| WTFC | WINTRUST FINL CORP | $17.12万 | 0.00% | 1,065 | -7 | -0.7% | -$1,125 | 减仓 |
| UBS | UBS GROUP AG | $17.31万 | 0.00% | 3,493 | -4 | -0.1% | -$198 | 减仓 |
| IRM | IRON MTN INC DEL | $17.33万 | 0.00% | 1,372 | 23 | 1.7% | $2,905 | 加仓 |
| OVV | OVINTIV INC | $17.39万 | 0.00% | 3,302 | -1 | -0.0% | -$53 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $17.40万 | 0.00% | 767 | 11 | 1.5% | $2,495 | 加仓 |
| IT | GARTNER INC | $17.42万 | 0.00% | 1,344 | -64 | -4.5% | -$8,296 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $17.50万 | 0.00% | 137 | 12 | 9.6% | $1.53万 | 加仓 |
| HYG | ISHARES TR | $17.51万 | 0.00% | 2,189 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $17.52万 | 0.00% | 2,615 | 9 | 0.3% | $603 | 加仓 |
| RMBS | RAMBUS INC DEL | $17.59万 | 0.00% | 1,325 | 106 | 8.7% | $1.41万 | 加仓 |