UMB Bank, n.a.
Kansas City MO · SEC CIK 0000933429
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UMBF | UMB FINL CORP | $5.33亿 | 7.44% | 4,723,573 | -86,251 | -1.8% | -$972.83万 | 减仓 |
| IVV | ISHARES TR | $4.71亿 | 6.57% | 720,762 | 30,974 | 4.5% | $2,023.25万 | 加仓 |
| AAPL | APPLE INC | $3.07亿 | 4.29% | 1,210,735 | -16,214 | -1.3% | -$411.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.32亿 | 3.24% | 1,330,446 | -8,451 | -0.6% | -$147.39万 | 减仓 |
| GOOGL | ALPHABET INC | $2.07亿 | 2.89% | 719,498 | -10,185 | -1.4% | -$292.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.91亿 | 2.67% | 516,618 | -4,629 | -0.9% | -$171.35万 | 减仓 |
| AMZN | AMAZON COM INC | $1.52亿 | 2.12% | 729,701 | 50,613 | 7.5% | $1,054.12万 | 加仓 |
| AVGO | BROADCOM INC | $1.47亿 | 2.05% | 473,588 | -26,346 | -5.3% | -$815.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.29亿 | 1.80% | 437,638 | -6,682 | -1.5% | -$196.56万 | 减仓 |
| IEFA | ISHARES TR | $1.23亿 | 1.72% | 1,359,924 | 72,400 | 5.6% | $655.44万 | 加仓 |
| IJH | ISHARES TR | $1.19亿 | 1.66% | 1,765,898 | -54,704 | -3.0% | -$369.42万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.04亿 | 1.45% | 145 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $9,381.54万 | 1.31% | 964,881 | -981 | -0.1% | -$9.54万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,988.03万 | 1.25% | 367,699 | -4,626 | -1.2% | -$113.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,812.43万 | 1.23% | 88,440 | -1,519 | -1.7% | -$151.36万 | 减仓 |
| PGR | PROGRESSIVE CORP | $8,553.06万 | 1.19% | 431,450 | -559 | -0.1% | -$11.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,881.16万 | 1.10% | 164,465 | -31,558 | -16.1% | -$1,512.26万 | 减仓 |
| CVX | CHEVRON CORPORATION | $7,846.85万 | 1.10% | 379,258 | -6,396 | -1.7% | -$132.33万 | 减仓 |
| WMT | WALMART INC | $7,783.54万 | 1.09% | 626,291 | -38,523 | -5.8% | -$478.76万 | 减仓 |
| TJX | TJX COS INC NEW | $7,647.35万 | 1.07% | 478,857 | -240 | -0.1% | -$3.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $7,521.74万 | 1.05% | 172,205 | 3,182 | 1.9% | $138.99万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $7,465.41万 | 1.04% | 380,500 | -5,578 | -1.4% | -$109.44万 | 减仓 |
| LLY | ELI LILLY & CO | $7,172.27万 | 1.00% | 77,979 | -661 | -0.8% | -$60.80万 | 减仓 |
| META | META PLATFORMS INC | $6,892.91万 | 0.96% | 120,478 | -829 | -0.7% | -$47.43万 | 减仓 |
| IJR | ISHARES TR | $6,816.04万 | 0.95% | 548,310 | -27,004 | -4.7% | -$335.69万 | 减仓 |
| — | EXXON MOBIL CORP | $6,763.14万 | 0.94% | 398,629 | -9,775 | -2.4% | -$165.84万 | 减仓 |
| GVI | ISHARES TR | $6,540.73万 | 0.91% | 613,117 | -57,836 | -8.6% | -$616.99万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,205.01万 | 0.87% | 968,323 | 1,865 | 0.2% | $11.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,431.50万 | 0.76% | 108,704 | -7,966 | -6.8% | -$398.03万 | 减仓 |
| TSLA | TESLA INC | $5,395.77万 | 0.75% | 145,145 | -286 | -0.2% | -$10.63万 | 减仓 |
| HD | HOME DEPOT INC | $5,320.88万 | 0.74% | 161,783 | -2,263 | -1.4% | -$74.43万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $5,308.99万 | 0.74% | 865,784 | 115,105 | 15.3% | $705.82万 | 加仓 |
| CAT | CATERPILLAR INC | $4,880.94万 | 0.68% | 68,895 | 4,252 | 6.6% | $301.24万 | 加仓 |
| IWM | ISHARES TR | $4,754.93万 | 0.66% | 191,731 | 676 | 0.4% | $16.76万 | 加仓 |
| V | VISA INC | $4,537.47万 | 0.63% | 150,128 | -12,918 | -7.9% | -$390.43万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $4,360.20万 | 0.61% | 469,444 | -1,247 | -0.3% | -$11.58万 | 减仓 |
| LIN | LINDE PLC | $4,184.46万 | 0.58% | 84,405 | 295 | 0.4% | $14.62万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $4,148.50万 | 0.58% | 449,410 | -2,847 | -0.6% | -$26.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,114.23万 | 0.57% | 284,840 | -3,399 | -1.2% | -$49.10万 | 减仓 |
| MCD | MCDONALDS CORP | $4,087.29万 | 0.57% | 131,513 | -1,407 | -1.1% | -$43.73万 | 减仓 |
| APH | AMPHENOL CORP | $4,037.06万 | 0.56% | 319,514 | -48,180 | -13.1% | -$608.75万 | 减仓 |
| ETN | EATON CORP PLC | $4,013.56万 | 0.56% | 112,214 | -1,207 | -1.1% | -$43.17万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,959.02万 | 0.55% | 44,223 | -321 | -0.7% | -$28.74万 | 减仓 |
| GOOG | ALPHABET INC | $3,796.91万 | 0.53% | 132,361 | -1,181 | -0.9% | -$33.88万 | 减仓 |
| EFV | ISHARES TR | $3,753.86万 | 0.52% | 504,891 | -26,374 | -5.0% | -$196.09万 | 减仓 |
| BLK | BLACKROCK INC | $3,740.19万 | 0.52% | 38,891 | -1,024 | -2.6% | -$98.48万 | 减仓 |
| GEV | GE VERNOVA INC | $3,678.49万 | 0.51% | 42,141 | 1,767 | 4.4% | $154.24万 | 加仓 |
| IEMG | ISHARES INC | $3,676.84万 | 0.51% | 527,146 | 152,730 | 40.8% | $1,065.29万 | 加仓 |
| BAC | BANK AMERICA CORP | $3,528.55万 | 0.49% | 723,806 | -10,113 | -1.4% | -$49.30万 | 减仓 |
| WELL | WELLTOWER INC | $3,402.25万 | 0.47% | 172,083 | -465 | -0.3% | -$9.19万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3,272.19万 | 0.46% | 316,551 | 7,742 | 2.5% | $80.03万 | 加仓 |
| RTX | RTX CORPORATION | $3,208.54万 | 0.45% | 166,332 | -1,969 | -1.2% | -$37.98万 | 减仓 |
| EFG | ISHARES TR | $3,139.78万 | 0.44% | 281,923 | -7,741 | -2.7% | -$86.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,132.48万 | 0.44% | 806,093 | -1,700 | -0.2% | -$6.61万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3,075.04万 | 0.43% | 299,507 | -2,650 | -0.9% | -$27.21万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,920.20万 | 0.41% | 150,417 | -4,313 | -2.8% | -$83.73万 | 减仓 |
| UNP | UNION PAC CORP | $2,852.94万 | 0.40% | 117,589 | -1,151 | -1.0% | -$27.93万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,833.42万 | 0.40% | 524,222 | -3,480 | -0.7% | -$18.81万 | 减仓 |
| NFLX | NETFLIX INC. | $2,831.95万 | 0.40% | 294,535 | 25,765 | 9.6% | $247.73万 | 加仓 |
| ITM | VANECK ETF TRUST | $2,782.91万 | 0.39% | 599,378 | -424,674 | -41.5% | -$1,971.76万 | 减仓 |
| MS | MORGAN STANLEY | $2,732.47万 | 0.38% | 166,037 | -7,480 | -4.3% | -$123.10万 | 减仓 |
| ABBV | ABBVIE INC | $2,655.44万 | 0.37% | 122,095 | -1,466 | -1.2% | -$31.88万 | 减仓 |
| — | HONEYWELL INTL INC | $2,574.89万 | 0.36% | 113,918 | -1,135 | -1.0% | -$25.65万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,543.10万 | 0.36% | 293,491 | 5,042 | 1.7% | $43.69万 | 加仓 |
| QUAL | ISHARES TR | $2,371.48万 | 0.33% | 123,637 | -101,974 | -45.2% | -$1,955.96万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2,316.64万 | 0.32% | 176,924 | -4,774 | -2.6% | -$62.51万 | 减仓 |
| ROL | ROLLINS INC | $2,218.44万 | 0.31% | 415,361 | 116,971 | 39.2% | $624.74万 | 加仓 |
| CME | CME GROUP INC | $2,179.95万 | 0.30% | 73,809 | 822 | 1.1% | $24.28万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,170.58万 | 0.30% | 246,209 | -1,443 | -0.6% | -$12.72万 | 减仓 |
| KO | COCA COLA CO | $2,123.76万 | 0.30% | 279,259 | -663 | -0.2% | -$5.04万 | 减仓 |
| IWB | ISHARES TR | $2,111.05万 | 0.29% | 59,206 | 2,871 | 5.1% | $102.37万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,045.47万 | 0.29% | 127,587 | 33,514 | 35.6% | $537.30万 | 加仓 |
| ORCL | ORACLE CORP | $2,022.31万 | 0.28% | 137,469 | -14,604 | -9.6% | -$214.84万 | 减仓 |
| GE | GE AEROSPACE | $1,993.65万 | 0.28% | 70,256 | 158 | 0.2% | $4.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,974.30万 | 0.28% | 30,358 | -266 | -0.9% | -$17.30万 | 减仓 |
| IVW | ISHARES TR | $1,884.97万 | 0.26% | 166,649 | -12,034 | -6.7% | -$136.12万 | 减仓 |
| NOW | SERVICENOW INC | $1,750.64万 | 0.24% | 167,445 | 129,952 | 346.6% | $1,358.65万 | 加仓 |
| ECL | ECOLAB INC | $1,737.19万 | 0.24% | 65,303 | -397 | -0.6% | -$10.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,736.01万 | 0.24% | 85,337 | -1,439 | -1.7% | -$29.27万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,728.89万 | 0.24% | 661,901 | 11,684 | 1.8% | $30.52万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,717.11万 | 0.24% | 34,934 | -1,137 | -3.2% | -$55.89万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,591.08万 | 0.22% | 109,023 | -2,394 | -2.1% | -$34.94万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,570.13万 | 0.22% | 34,060 | -54 | -0.2% | -$2.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,560.52万 | 0.22% | 106,680 | -17,506 | -14.1% | -$256.08万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,551.37万 | 0.22% | 48,358 | 7,696 | 18.9% | $246.90万 | 加仓 |
| EFA | ISHARES TR | $1,544.18万 | 0.22% | 158,981 | 1,241 | 0.8% | $12.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,507.04万 | 0.21% | 108,132 | 31 | 0.0% | $4,320 | 加仓 |
| AMGN | AMGEN INC | $1,501.91万 | 0.21% | 42,686 | -1,983 | -4.4% | -$69.77万 | 减仓 |
| EQT | EQT CORP | $1,496.21万 | 0.21% | 235,106 | 2,518 | 1.1% | $16.02万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,478.45万 | 0.21% | 68,053 | -2,707 | -3.8% | -$58.81万 | 减仓 |
| INTU | INTUIT | $1,466.98万 | 0.20% | 33,928 | -2,517 | -6.9% | -$108.83万 | 减仓 |
| KLAC | KLA CORP | $1,455.62万 | 0.20% | 9,886 | 220 | 2.3% | $32.39万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $1,453.00万 | 0.20% | 122,482 | -2,778 | -2.2% | -$32.96万 | 减仓 |
| CSCO | CISCO SYS INC | $1,432.26万 | 0.20% | 184,594 | -8,418 | -4.4% | -$65.32万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,416.31万 | 0.20% | 43,303 | -1,205 | -2.7% | -$39.41万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1,394.23万 | 0.19% | 886,915 | -443 | -0.0% | -$6,964 | 减仓 |
| IDXX | IDEXX LABS INC | $1,371.46万 | 0.19% | 24,408 | 19,587 | 406.3% | $1,100.57万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,318.66万 | 0.18% | 411,951 | 404,473 | 5,408.8% | $1,294.72万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,271.11万 | 0.18% | 114,083 | 2,631 | 2.4% | $29.31万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,269.73万 | 0.18% | 55,256 | -815 | -1.5% | -$18.73万 | 减仓 |