13F 机构持仓

UMB Bank, n.a.

Kansas City MO · SEC CIK 0000933429

2026Q22026Q1 更早 9 个季度 🔒
$71.64亿2026Q1 申报市值
2,284持仓数
34.8%前十大占比 · 第一大 7.4%
88 / 82新建仓 / 清仓
申报市值走势$78.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

UMBF 7.4%
IVV 6.6%
AAPL 4.3%
NVDA 3.2%
GOOGL 2.9%
MSFT 2.7%
AMZN 2.1%
AVGO 2.0%
JPM 1.8%
IEFA 1.7%

2026Q1 买入最多 按季末市值估算

IVV 加仓+$2,023.25万
NOW 加仓+$1,358.65万
CMG 加仓+$1,294.72万
IDXX 加仓+$1,100.57万
IEMG 加仓+$1,065.29万

2026Q1 卖出最多 按季末市值估算

ITM 减仓-$1,971.76万
QUAL 减仓-$1,955.96万
BRK/B 减仓-$1,512.26万
SHM 减仓-$1,374.35万
ZTS 减仓-$1,190.75万

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
JKHY HENRY JACK & ASSOC INC $148.38万0.02%9,389 86710.2% $13.70万 加仓
EVRG EVERGY INC $147.93万0.02%18,058 -292-1.6% -$2.39万 减仓
O REALTY INCOME CORP $146.66万0.02%23,972 -8,086-25.2% -$49.47万 减仓
VEU VANGUARD INTL EQUITY INDEX F $146.25万0.02%19,474 -2,026-9.4% -$15.22万 减仓
C CITIGROUP INC $145.38万0.02%12,819 -1,983-13.4% -$22.49万 减仓
AVDV AMERICAN CENTY ETF TR $145.09万0.02%14,529 3,12127.4% $31.17万 加仓
ADSK AUTODESK INC $144.48万0.02%6,035 -118-1.9% -$2.82万 减仓
VSGX VANGUARD WORLD FD $143.58万0.02%20,017 00.0% — 不变
SCZ ISHARES TR $143.14万0.02%18,255 -1,854-9.2% -$14.54万 减仓
AGG ISHARES TR $142.37万0.02%14,342 5,80468.0% $57.62万 加仓
KTB KONTOOR BRANDS INC $142.03万0.02%20,206 -30,391-60.1% -$213.62万 减仓
AES AES CORP $140.69万0.02%99,851 2290.2% $3,227 加仓
NULV NUSHARES ETF TR $140.41万0.02%30,859 -3,286-9.6% -$14.95万 减仓
IWO ISHARES TR $140.08万0.02%4,464 -268-5.7% -$8.41万 减仓
SRE SEMPRA $139.76万0.02%14,383 550.4% $5,344 加仓
BNDX VANGUARD CHARLOTTE FDS $138.19万0.02%28,759 1,6766.2% $8.05万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $137.82万0.02%21,331 -112-0.5% -$7,236 减仓
TGT TARGET CORP $135.44万0.02%11,175 -1,109-9.0% -$13.44万 减仓
BP BP PLC $134.74万0.02%28,668 -11,153-28.0% -$52.42万 减仓
CMI CUMMINS INC $133.27万0.02%2,477 -89-3.5% -$4.79万 减仓
FITB FIFTH THIRD BANCORP $132.18万0.02%28,450 2,2628.6% $10.51万 加仓
XLK SELECT SECTOR SPDR TR $131.69万0.02%9,909 -743-7.0% -$9.87万 减仓
EOG EOG RES INC $131.33万0.02%9,084 -43-0.5% -$6,217 减仓
PHM PULTE GROUP INC $129.95万0.02%11,049 -114-1.0% -$1.34万 减仓
JPST J P MORGAN EXCHANGE TRADED F $128.42万0.02%25,374 4431.8% $2.24万 加仓
ENB ENBRIDGE INC $124.57万0.02%23,009 1,9369.2% $10.48万 加仓
AMT AMERICAN TOWER CORP $124.46万0.02%7,212 -23-0.3% -$3,969 减仓
SLB SLB LIMITED $123.55万0.02%24,042 3091.3% $1.59万 加仓
UBER UBER TECHNOLOGIES INC $123.39万0.02%17,154 -76,969-81.8% -$553.64万 减仓
WDC WESTERN DIGITAL CORP $122.96万0.02%4,546 651.5% $1.76万 加仓
FIX COMFORT SYS USA INC $122.87万0.02%891 -113-11.3% -$15.58万 减仓
LQD ISHARES TR $122.53万0.02%11,242 -2,589-18.7% -$28.22万 减仓
BIV VANGUARD BD INDEX FDS $121.07万0.02%15,687 7,925102.1% $61.17万 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $119.78万0.02%158,854 00.0% — 不变
ADC AGREE RLTY CORP $119.66万0.02%15,874 -160-1.0% -$1.21万 减仓
PTY PIMCO CORPORATE & INCOME OPP $119.39万0.02%99,000 00.0% — 不变
FLOT ISHARES TR $118.71万0.02%23,300 6,90042.1% $35.16万 加仓
TMUS T-MOBILE US INC $118.02万0.02%5,619 -139-2.4% -$2.92万 减仓
IWN ISHARES TR $117.38万0.02%6,191 -495-7.4% -$9.38万 减仓
HUBB HUBBELL INC $116.60万0.02%2,376 -4-0.2% -$1,963 减仓
AWK AMERICAN WTR WKS CO INC NEW $114.38万0.02%8,405 -102-1.2% -$1.39万 减仓
WSO WATSCO INC $110.88万0.02%3,048 311.0% $1.13万 加仓
FLXR TCW ETF TRUST $110.86万0.02%28,231 00.0% — 不变
MHK MOHAWK INDS INC $109.27万0.02%11,098 -487-4.2% -$4.80万 减仓
KMB KIMBERLY-CLARK CORP $108.69万0.02%11,267 -412-3.5% -$3.97万 减仓
WMB WILLIAMS COS INC $108.10万0.02%14,853 -456-3.0% -$3.32万 减仓
— VIRTUS ETF TR II $105.63万0.01%45,805 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $105.45万0.01%2,980 1846.6% $6.51万 加仓
GLD SPDR GOLD TR $104.95万0.01%2,439 1355.9% $5.81万 加仓
B BARRICK MNG CORP $104.50万0.01%25,618 10,00064.0% $40.79万 加仓
HIW HIGHWOODS PPTYS INC $104.25万0.01%48,691 -52-0.1% -$1,113 减仓
LNT ALLIANT ENERGY CORP $104.00万0.01%14,493 -1,553-9.7% -$11.14万 减仓
EMB ISHARES TR $103.70万0.01%11,040 -17,740-61.6% -$166.63万 减仓
JPIB J P MORGAN EXCHANGE TRADED F $103.14万0.01%21,569 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $102.90万0.01%12,711 -900-6.6% -$7.29万 减仓
BDX BECTON DICKINSON & CO $102.39万0.01%6,512 -420-6.1% -$6.60万 减仓
NVS NOVARTIS AG $101.79万0.01%6,664 -11-0.2% -$1,680 减仓
TD TORONTO DOMINION BK ONT $101.66万0.01%10,895 -1,025-8.6% -$9.56万 减仓
ACI ALBERTSONS COS INC $99.22万0.01%58,230 2,4934.5% $4.25万 加仓
CVS CVS HEALTH CORP $97.09万0.01%13,518 -589-4.2% -$4.23万 减仓
— FLAHERTY & CRUMRINE PFD INCO $96.56万0.01%86,373 00.0% — 不变
GOVT ISHARES TR $95.67万0.01%41,758 4,72412.8% $10.82万 加仓
NUSC NUSHARES ETF TR $95.47万0.01%21,187 2461.2% $1.11万 加仓
AEE AMEREN CORP $95.38万0.01%8,677 330.4% $3,627 加仓
ROK ROCKWELL AUTOMATION INC $95.32万0.01%2,656 -70-2.6% -$2.51万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $95.14万0.01%12,492 12,492— $95.14万 新建仓
— BANK AMERICA CORP $95.09万0.01%798 00.0% — 不变
TSCO TRACTOR SUPPLY CO $94.64万0.01%20,892 -1,048-4.8% -$4.75万 减仓
VLUE ISHARES TR $94.61万0.01%6,654 80.1% $1,138 加仓
WST WEST PHARMACEUTICAL SVSC INC $93.66万0.01%3,737 1574.4% $3.94万 加仓
TFC TRUIST FINL CORP $92.31万0.01%20,080 -19-0.1% -$873 减仓
VSNT VERSANT MEDIA GROUP INC $91.03万0.01%24,590 24,590— $91.03万 新建仓
DISV DIMENSIONAL ETF TRUST $90.92万0.01%23,054 23,054— $90.92万 新建仓
HCA HCA HEALTHCARE INC $90.72万0.01%1,917 382.0% $1.80万 加仓
DTE DTE ENERGY CO $90.20万0.01%6,169 -3,018-32.9% -$44.13万 减仓
RSPH INVESCO EXCHANGE TRADED FD T $87.56万0.01%28,998 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $86.09万0.01%38,552 00.0% — 不变
NEM NEWMONT CORP $85.84万0.01%7,930 -89-1.1% -$9,634 减仓
SCHV SCHWAB STRATEGIC TR $85.81万0.01%28,134 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $85.76万0.01%32,229 -1,679-5.0% -$4.47万 减仓
SYY SYSCO CORP $84.22万0.01%11,807 -602-4.9% -$4.29万 减仓
GPC GENUINE PARTS CO $83.14万0.01%7,862 -988-11.2% -$10.45万 减仓
MUB ISHARES TR $83.06万0.01%7,825 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $82.88万0.01%28,452 -6,736-19.1% -$19.62万 减仓
STX SEAGATE TECHNOLOGY HLDNGS PL $82.47万0.01%2,105 110.5% $4,309 加仓
USFR WISDOMTREE TR $82.32万0.01%16,352 -2,233-12.0% -$11.24万 减仓
REGN REGENERON PHARMACEUTICALS $82.05万0.01%1,062 20.2% $1,545 加仓
PFM INVESCO EXCHANGE TRADED FD T $81.75万0.01%16,000 00.0% — 不变
GIS GENERAL MILLS INC $80.19万0.01%21,546 -3,698-14.6% -$13.76万 减仓
OKE ONEOK INC NEW $80.12万0.01%8,864 5446.5% $4.92万 加仓
GRMN GARMIN LTD $80.00万0.01%3,448 -60-1.7% -$1.39万 减仓
GLW CORNING INC $79.94万0.01%5,879 1,29728.3% $17.64万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $79.82万0.01%1,346 -132-8.9% -$7.83万 减仓
PZA INVESCO EXCH TRADED FD TR II $79.60万0.01%34,638 00.0% — 不变
D DOMINION ENERGY INC $78.87万0.01%12,758 -345-2.6% -$2.13万 减仓
NOC NORTHROP GRUMMAN CORP $78.73万0.01%1,154 -69-5.6% -$4.71万 减仓
NXPI NXP SEMICONDUCTORS N V $78.59万0.01%3,992 -32-0.8% -$6,300 减仓
MET METLIFE INC $78.36万0.01%11,081 -67-0.6% -$4,738 减仓
CLOI VANECK ETF TRUST $77.47万0.01%14,700 00.0% — 不变
GOF GUGGENHEIM STRATEGIC OPPORTU $77.18万0.01%70,038 00.0% — 不变