COMMERCE BANK
KANSAS CITY MO · SEC CIK 0001009076
$227.83亿2026Q2 申报市值
1,332持仓数
29.3%前十大占比 · 第一大 5.4%
72 / 59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
MU 加仓+$5,241.17万
HONA 新建仓+$4,781.43万
AMD 加仓+$3,668.27万
VTI 加仓+$3,147.34万
GILD 加仓+$2,549.69万
2026Q2 卖出最多 按季末市值估算
CBSH 减仓-$8,883.45万
HON 减仓-$4,673.42万
CBRE 减仓-$3,486.33万
TMUS 减仓-$2,836.60万
NVT 减仓-$2,465.67万
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 |
|---|---|---|---|---|---|---|---|---|
| MKSI | MKS INC. | $276.84万 | 0.01% | 6,224 | 1,462 | 30.7% | $65.03万 | 加仓 |
| RY | ROYAL BK CDA | $277.61万 | 0.01% | 13,413 | -270 | -2.0% | -$5.59万 | 减仓 |
| VEEV | VEEVA SYS INC | $277.85万 | 0.01% | 15,656 | 1,050 | 7.2% | $18.63万 | 加仓 |
| ITT | ITT INC | $281.25万 | 0.01% | 14,222 | 2,400 | 20.3% | $47.46万 | 加仓 |
| SUSA | ISHARES TR | $282.29万 | 0.01% | 18,295 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $282.49万 | 0.01% | 29,758 | -454 | -1.5% | -$4.31万 | 减仓 |
| BIL | SPDR SERIES TRUST | $282.51万 | 0.01% | 30,828 | 8,918 | 40.7% | $81.72万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $284.80万 | 0.01% | 9,461 | -19 | -0.2% | -$5,720 | 减仓 |
| AAXJ | ISHARES TR | $285.84万 | 0.01% | 23,954 | -287 | -1.2% | -$3.42万 | 减仓 |
| MTZ | MASTEC INC | $288.33万 | 0.01% | 6,930 | -119 | -1.7% | -$4.95万 | 减仓 |
| HYG | ISHARES TR | $291.07万 | 0.01% | 36,398 | 337 | 0.9% | $2.69万 | 加仓 |
| CNC | CENTENE CORP DEL | $294.07万 | 0.01% | 45,812 | -16,966 | -27.0% | -$108.90万 | 减仓 |
| NUE | NUCOR CORP | $294.34万 | 0.01% | 13,214 | 604 | 4.8% | $13.45万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $295.05万 | 0.01% | 68,825 | 34,587 | 101.0% | $148.27万 | 加仓 |
| CMRC | COMMERCE.COM INC | $296.00万 | 0.01% | 1,000,000 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $296.36万 | 0.01% | 20,061 | -1,151 | -5.4% | -$17.00万 | 减仓 |
| DTM | DT MIDSTREAM INC | $297.85万 | 0.01% | 20,298 | -125 | -0.6% | -$1.83万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $298.62万 | 0.01% | 52,975 | 1,757 | 3.4% | $9.90万 | 加仓 |
| CLX | CLOROX CO DEL | $300.49万 | 0.01% | 31,485 | -147 | -0.5% | -$1.40万 | 减仓 |
| RBA | RB GLOBAL INC | $301.85万 | 0.01% | 25,921 | -846 | -3.2% | -$9.85万 | 减仓 |
| FRPT | FRESHPET INC | $303.01万 | 0.01% | 51,253 | 2,000 | 4.1% | $11.82万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $304.64万 | 0.01% | 25,602 | -345 | -1.3% | -$4.11万 | 减仓 |
| PCAR | PACCAR INC | $305.73万 | 0.01% | 25,452 | -2,926 | -10.3% | -$35.15万 | 减仓 |
| IR | INGERSOLL RAND INC | $306.55万 | 0.01% | 37,389 | -1,558 | -4.0% | -$12.77万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $306.61万 | 0.01% | 32,432 | 4,855 | 17.6% | $45.90万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $307.36万 | 0.01% | 18,859 | -240 | -1.3% | -$3.91万 | 减仓 |
| HEI | HEICO CORP NEW | $310.70万 | 0.01% | 8,723 | -1,821 | -17.3% | -$64.86万 | 减仓 |
| SLB | SLB LIMITED | $311.16万 | 0.01% | 66,931 | 1,232 | 1.9% | $5.73万 | 加仓 |
| NKE | NIKE INC | $311.32万 | 0.01% | 75,839 | -3,553 | -4.5% | -$14.59万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $311.49万 | 0.01% | 36,990 | -8,063 | -17.9% | -$67.90万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $312.10万 | 0.01% | 34,501 | 961 | 2.9% | $8.69万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $312.76万 | 0.01% | 16,885 | -135 | -0.8% | -$2.50万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $313.58万 | 0.01% | 71,204 | -16 | -0.0% | -$705 | 减仓 |
| LH | LABCORP HOLDINGS INC | $317.58万 | 0.01% | 11,342 | -2,691 | -19.2% | -$75.35万 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $318.56万 | 0.01% | 20,294 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $319.79万 | 0.01% | 20,502 | 3,951 | 23.9% | $61.63万 | 加仓 |
| EQIX | EQUINIX INC | $323.04万 | 0.01% | 3,099 | -452 | -12.7% | -$47.12万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $325.80万 | 0.01% | 27,323 | 179 | 0.7% | $2.13万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $329.94万 | 0.01% | 47,762 | -8,060 | -14.4% | -$55.68万 | 减仓 |
| GIS | GENERAL MILLS INC | $335.51万 | 0.01% | 96,410 | -11,653 | -10.8% | -$40.55万 | 减仓 |
| AVMC | AMERICAN CENTY ETF TR | $339.55万 | 0.01% | 42,311 | 24,739 | 140.8% | $198.53万 | 加仓 |
| DTE | DTE ENERGY CO | $341.52万 | 0.01% | 22,414 | -409 | -1.8% | -$6.23万 | 减仓 |
| NEM | NEWMONT CORP | $341.78万 | 0.02% | 36,593 | 157 | 0.4% | $1.47万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $344.42万 | 0.02% | 35,073 | 35,073 | — | $344.42万 | 新建仓 |
| IDV | ISHARES TR | $344.72万 | 0.02% | 83,205 | 3,975 | 5.0% | $16.47万 | 加仓 |
| ADSK | AUTODESK INC | $346.40万 | 0.02% | 17,817 | -833 | -4.5% | -$16.20万 | 减仓 |
| SDY | SPDR SERIES TRUST | $346.64万 | 0.02% | 22,778 | -858 | -3.6% | -$13.06万 | 减仓 |
| TOST | TOAST INC | $348.95万 | 0.02% | 125,430 | -106,999 | -46.0% | -$297.67万 | 减仓 |
| CVNA | CARVANA CO | $349.83万 | 0.02% | 53,150 | 1,165 | 2.2% | $7.67万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $352.78万 | 0.02% | 46,175 | 15,894 | 52.5% | $121.43万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $353.35万 | 0.02% | 26,854 | -227 | -0.8% | -$2.99万 | 减仓 |
| EBAY | EBAY INC. | $354.10万 | 0.02% | 31,687 | -929 | -2.8% | -$10.38万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $356.45万 | 0.02% | 166,257 | -312 | -0.2% | -$6,689 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $361.25万 | 0.02% | 41,691 | -698 | -1.6% | -$6.05万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $361.72万 | 0.02% | 11,939 | -2,241 | -15.8% | -$67.90万 | 减仓 |
| RL | RALPH LAUREN CORP | $362.95万 | 0.02% | 9,042 | 900 | 11.1% | $36.13万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $363.85万 | 0.02% | 14,555 | -707 | -4.6% | -$17.67万 | 减仓 |
| EVRG | EVERGY INC | $364.41万 | 0.02% | 42,162 | 4,322 | 11.4% | $37.36万 | 加仓 |
| EFV | ISHARES TR | $364.59万 | 0.02% | 47,628 | -22,851 | -32.4% | -$174.92万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $364.61万 | 0.02% | 26,471 | -51 | -0.2% | -$7,025 | 减仓 |
| DOX | AMDOCS LTD | $366.13万 | 0.02% | 72,443 | 8,290 | 12.9% | $41.90万 | 加仓 |
| GM | GENERAL MTRS CO | $366.40万 | 0.02% | 47,535 | -7,170 | -13.1% | -$55.27万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $367.78万 | 0.02% | 136,926 | 338 | 0.2% | $9,079 | 加仓 |
| IJK | ISHARES TR | $369.50万 | 0.02% | 31,447 | -691 | -2.2% | -$8.12万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $371.03万 | 0.02% | 13,172 | -775 | -5.6% | -$21.83万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $371.74万 | 0.02% | 111,734 | 80 | 0.1% | $2,662 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $375.91万 | 0.02% | 96,910 | -1,025 | -1.0% | -$3.98万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $377.30万 | 0.02% | 50,140 | 11,730 | 30.5% | $88.27万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $377.85万 | 0.02% | 102,565 | 83,899 | 449.5% | $309.08万 | 加仓 |
| MCO | MOODYS CORP | $378.14万 | 0.02% | 8,349 | -386 | -4.4% | -$17.48万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $378.95万 | 0.02% | 68,676 | -1,690 | -2.4% | -$9.33万 | 减仓 |
| INTU | INTUIT | $383.62万 | 0.02% | 14,698 | -5,928 | -28.7% | -$154.72万 | 减仓 |
| SHY | ISHARES TR | $384.37万 | 0.02% | 46,811 | 6,798 | 17.0% | $55.82万 | 加仓 |
| TFC | TRUIST FINL CORP | $384.72万 | 0.02% | 77,222 | -2,749 | -3.4% | -$13.70万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $386.77万 | 0.02% | 28,242 | -61,307 | -68.5% | -$839.60万 | 减仓 |
| MRNA | MODERNA INC | $386.87万 | 0.02% | 55,243 | 6,735 | 13.9% | $47.17万 | 加仓 |
| AOS | SMITH A O CORP | $388.34万 | 0.02% | 61,916 | -82 | -0.1% | -$5,143 | 减仓 |
| URI | UNITED RENTALS INC | $389.26万 | 0.02% | 3,436 | 125 | 3.8% | $14.16万 | 加仓 |
| ZTS | ZOETIS INC | $391.25万 | 0.02% | 54,446 | -214 | -0.4% | -$1.54万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $393.39万 | 0.02% | 48,471 | -2,964 | -5.8% | -$24.06万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $395.94万 | 0.02% | 95,986 | 17,314 | 22.0% | $71.42万 | 加仓 |
| OEF | ISHARES TR | $396.68万 | 0.02% | 10,842 | 1,835 | 20.4% | $67.14万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $399.02万 | 0.02% | 8,033 | 498 | 6.6% | $24.74万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $404.08万 | 0.02% | 10,364 | -1,725 | -14.3% | -$67.26万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $409.47万 | 0.02% | 3,074 | 200 | 7.0% | $26.64万 | 加仓 |
| SNPS | SYNOPSYS INC | $410.74万 | 0.02% | 9,208 | -985 | -9.7% | -$43.94万 | 减仓 |
| USMV | ISHARES TR | $411.32万 | 0.02% | 42,642 | -1,209 | -2.8% | -$11.66万 | 减仓 |
| EME | EMCOR GROUP INC | $415.69万 | 0.02% | 5,009 | -256 | -4.9% | -$21.24万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $416.86万 | 0.02% | 131,875 | -59,488 | -31.1% | -$188.04万 | 减仓 |
| DAL | DELTA AIR LINES INC | $417.20万 | 0.02% | 44,544 | -303 | -0.7% | -$2.84万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $417.74万 | 0.02% | 53,958 | 4,796 | 9.8% | $37.13万 | 加仓 |
| UMBF | UMB FINL CORP | $419.73万 | 0.02% | 29,401 | -21 | -0.1% | -$2,998 | 减仓 |
| VST | VISTRA CORP | $420.46万 | 0.02% | 26,506 | 986 | 3.9% | $15.64万 | 加仓 |
| ES | EVERSOURCE ENERGY | $425.23万 | 0.02% | 58,839 | -1,420 | -2.4% | -$10.26万 | 减仓 |
| EXEL | EXELIXIS INC | $429.50万 | 0.02% | 78,937 | -9,887 | -11.1% | -$53.80万 | 减仓 |
| FTNT | FORTINET INC | $429.80万 | 0.02% | 27,978 | 1,166 | 4.3% | $17.91万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $432.35万 | 0.02% | 243,851 | -8,663 | -3.4% | -$15.36万 | 减仓 |
| CVS | CVS HEALTH CORP | $432.58万 | 0.02% | 41,815 | -644 | -1.5% | -$6.66万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $438.20万 | 0.02% | 87,675 | -178 | -0.2% | -$8,896 | 减仓 |
| CW | CURTISS WRIGHT CORP | $444.58万 | 0.02% | 5,867 | -95 | -1.6% | -$7.20万 | 减仓 |