COMMERCE BANK
KANSAS CITY MO · SEC CIK 0001009076
$206.54亿2026Q1 申报市值
1,310持仓数
28.8%前十大占比 · 第一大 5.3%
112 / 43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
UPS 加仓+$1.69亿
SPY 加仓+$1.63亿
IVV 加仓+$1.54亿
AAPL 加仓+$1.29亿
MSFT 加仓+$8,596.42万
2026Q1 卖出最多 按季末市值估算
JAAA 减仓-$3,970.95万
PTC 减仓-$2,439.69万
FCNCA 减仓-$1,673.39万
TOST 减仓-$1,637.01万
T 减仓-$1,500.06万
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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $493.56万 | 0.02% | 76,391 | -1,031 | -1.3% | -$6.66万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $495.67万 | 0.02% | 33,999 | -2,509 | -6.9% | -$36.58万 | 减仓 |
| IEF | ISHARES TR | $497.84万 | 0.02% | 52,163 | 2,146 | 4.3% | $20.48万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $498.20万 | 0.02% | 6,448 | 178 | 2.8% | $13.75万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $504.68万 | 0.02% | 27,909 | -2,645 | -8.7% | -$47.83万 | 减仓 |
| IDXX | IDEXX LABS INC | $506.09万 | 0.02% | 9,007 | 1,201 | 15.4% | $67.48万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $510.49万 | 0.02% | 66,228 | 6,987 | 11.8% | $53.86万 | 加仓 |
| NET | CLOUDFLARE INC | $510.77万 | 0.02% | 24,754 | -346 | -1.4% | -$7.14万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $510.85万 | 0.02% | 199,241 | 61,892 | 45.1% | $158.69万 | 加仓 |
| CTVA | CORTEVA INC | $516.38万 | 0.03% | 61,687 | 8,743 | 16.5% | $73.19万 | 加仓 |
| TIP | ISHARES TR | $519.10万 | 0.03% | 47,037 | 6,223 | 15.2% | $68.68万 | 加仓 |
| EFV | ISHARES TR | $524.01万 | 0.03% | 70,479 | -67,946 | -49.1% | -$505.18万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $525.72万 | 0.03% | 197,564 | 78,601 | 66.1% | $209.16万 | 加仓 |
| FAST | FASTENAL CO | $525.76万 | 0.03% | 113,311 | -2,511 | -2.2% | -$11.65万 | 减仓 |
| WELL | WELLTOWER INC | $535.06万 | 0.03% | 27,063 | 3,581 | 15.2% | $70.80万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $538.36万 | 0.03% | 62,848 | -7,371 | -10.5% | -$63.14万 | 减仓 |
| LQD | ISHARES TR | $541.43万 | 0.03% | 49,677 | 22,453 | 82.5% | $244.72万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $543.27万 | 0.03% | 37,827 | 33,020 | 686.9% | $474.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $545.36万 | 0.03% | 25,103 | 184 | 0.7% | $4.00万 | 加仓 |
| IXUS | ISHARES TR | $548.04万 | 0.03% | 63,255 | 52,595 | 493.4% | $455.68万 | 加仓 |
| TSN | TYSON FOODS INC | $552.81万 | 0.03% | 86,282 | -3,965 | -4.4% | -$25.40万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $556.59万 | 0.03% | 229,332 | -18,300 | -7.4% | -$44.41万 | 减仓 |
| SLV | ISHARES SILVER TR | $561.54万 | 0.03% | 82,410 | 46,889 | 132.0% | $319.50万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $566.23万 | 0.03% | 11,677 | 1,532 | 15.1% | $74.29万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $572.10万 | 0.03% | 12,089 | 3,588 | 42.2% | $169.80万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $573.55万 | 0.03% | 35,112 | 28,042 | 396.6% | $458.07万 | 加仓 |
| AMLP | ALPS ETF TR | $573.97万 | 0.03% | 109,037 | -41,465 | -27.6% | -$218.27万 | 减仓 |
| SRE | SEMPRA | $576.34万 | 0.03% | 59,313 | 2,714 | 4.8% | $26.37万 | 加仓 |
| LFUS | LITTELFUSE INC | $577.98万 | 0.03% | 17,032 | 870 | 5.4% | $29.52万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $582.38万 | 0.03% | 73,468 | 68,081 | 1,263.8% | $539.68万 | 加仓 |
| VV | VANGUARD INDEX FDS | $583.80万 | 0.03% | 19,535 | 940 | 5.1% | $28.09万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $592.71万 | 0.03% | 34,344 | 18,603 | 118.2% | $321.05万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $604.26万 | 0.03% | 137,897 | 600 | 0.4% | $2.63万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $606.09万 | 0.03% | 38,548 | 2,490 | 6.9% | $39.15万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $614.08万 | 0.03% | 26,646 | 365 | 1.4% | $8.41万 | 加仓 |
| TOST | TOAST INC | $616.17万 | 0.03% | 232,429 | -617,508 | -72.7% | -$1,637.01万 | 减仓 |
| INTC | INTEL CORP | $623.19万 | 0.03% | 141,216 | 20,410 | 16.9% | $90.07万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $623.57万 | 0.03% | 172,926 | 155,599 | 898.0% | $561.09万 | 加仓 |
| AON | AON PLC | $627.23万 | 0.03% | 19,432 | 998 | 5.4% | $32.21万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $629.89万 | 0.03% | 53,097 | 6,187 | 13.2% | $73.40万 | 加仓 |
| OC | OWENS CORNING NEW | $632.59万 | 0.03% | 58,454 | 55,351 | 1,783.8% | $599.01万 | 加仓 |
| NTAP | NETAPP INC | $636.39万 | 0.03% | 62,154 | 6,022 | 10.7% | $61.66万 | 加仓 |
| GVI | ISHARES TR | $640.88万 | 0.03% | 60,075 | -108,526 | -64.4% | -$1,157.76万 | 减仓 |
| ZTS | ZOETIS INC | $646.14万 | 0.03% | 54,660 | -3,649 | -6.3% | -$43.13万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $652.45万 | 0.03% | 33,143 | 26,696 | 414.1% | $525.54万 | 加仓 |
| CPAY | CORPAY INC | $661.54万 | 0.03% | 22,734 | -3,049 | -11.8% | -$88.72万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $662.75万 | 0.03% | 23,851 | 2,180 | 10.1% | $60.58万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $666.97万 | 0.03% | 20,807 | 1,464 | 7.6% | $46.93万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $670.43万 | 0.03% | 9,540 | 81 | 0.9% | $5.69万 | 加仓 |
| NTRS | NORTHERN TR CORP | $674.81万 | 0.03% | 48,349 | 1,072 | 2.3% | $14.96万 | 加仓 |
| CTAS | CINTAS CORP | $675.36万 | 0.03% | 39,929 | -1,366 | -3.3% | -$23.10万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $676.75万 | 0.03% | 201,834 | 70,303 | 53.4% | $235.73万 | 加仓 |
| GWW | WW GRAINGER INC | $680.77万 | 0.03% | 6,241 | 355 | 6.0% | $38.72万 | 加仓 |
| VGT | VANGUARD WORLD FD | $696.46万 | 0.03% | 9,982 | 3,104 | 45.1% | $216.57万 | 加仓 |
| JBL | JABIL INC | $703.57万 | 0.03% | 26,487 | 2,453 | 10.2% | $65.16万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $710.69万 | 0.03% | 143,951 | 38,247 | 36.2% | $188.83万 | 加仓 |
| SHOP | SHOPIFY INC | $714.67万 | 0.03% | 60,249 | 2,133 | 3.7% | $25.30万 | 加仓 |
| PAYX | PAYCHEX INC | $726.42万 | 0.04% | 78,856 | -8,646 | -9.9% | -$79.65万 | 减仓 |
| EXC | EXELON CORP | $741.59万 | 0.04% | 151,284 | 104,299 | 222.0% | $511.27万 | 加仓 |
| COO | COOPER COS INC | $743.34万 | 0.04% | 103,963 | -6,831 | -6.2% | -$48.84万 | 减仓 |
| IQV | IQVIA HLDGS INC | $752.52万 | 0.04% | 44,126 | -1,989 | -4.3% | -$33.92万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $755.27万 | 0.04% | 25,592 | 5,058 | 24.6% | $149.27万 | 加仓 |
| CHWY | CHEWY INC | $768.76万 | 0.04% | 284,726 | 284,726 | — | $768.76万 | 新建仓 |
| MET | METLIFE INC | $768.84万 | 0.04% | 108,716 | 4,477 | 4.3% | $31.66万 | 加仓 |
| COR | CENCORA INC | $770.30万 | 0.04% | 24,521 | 5,792 | 30.9% | $181.95万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $778.98万 | 0.04% | 39,748 | 25,820 | 185.4% | $506.02万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $779.78万 | 0.04% | 77,846 | 60,355 | 345.1% | $604.58万 | 加仓 |
| RPM | RPM INTL INC | $783.30万 | 0.04% | 78,803 | 52,666 | 201.5% | $523.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $785.33万 | 0.04% | 36,517 | 15,180 | 71.1% | $326.46万 | 加仓 |
| SNDK | SANDISK CORP | $785.98万 | 0.04% | 12,371 | 215 | 1.8% | $13.66万 | 加仓 |
| POST | POST HLDGS INC | $786.22万 | 0.04% | 79,529 | -8 | -0.0% | -$791 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $788.18万 | 0.04% | 53,760 | 17,959 | 50.2% | $263.30万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $791.38万 | 0.04% | 26,183 | 6,667 | 34.2% | $201.51万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $803.25万 | 0.04% | 83,264 | -2,661 | -3.1% | -$25.67万 | 减仓 |
| STT | STATE STR CORP | $809.52万 | 0.04% | 63,963 | 4,129 | 6.9% | $52.26万 | 加仓 |
| WSO | WATSCO INC | $818.85万 | 0.04% | 22,509 | 20,547 | 1,047.2% | $747.48万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $822.48万 | 0.04% | 87,517 | 15,226 | 21.1% | $143.09万 | 加仓 |
| D | DOMINION ENERGY INC | $826.72万 | 0.04% | 133,730 | 18,591 | 16.1% | $114.93万 | 加仓 |
| FDX | FEDEX CORP | $829.33万 | 0.04% | 23,284 | 3,797 | 19.5% | $135.24万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $833.72万 | 0.04% | 41,345 | 2,236 | 5.7% | $45.09万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $836.46万 | 0.04% | 48,225 | 24,144 | 100.3% | $418.78万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $839.75万 | 0.04% | 28,790 | 5,518 | 23.7% | $160.95万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $840.15万 | 0.04% | 29,215 | -35 | -0.1% | -$1.01万 | 减仓 |
| TGT | TARGET CORP | $846.07万 | 0.04% | 69,808 | 60 | 0.1% | $7,272 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $862.39万 | 0.04% | 24,986 | 5,201 | 26.3% | $179.51万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $866.87万 | 0.04% | 191,363 | 39,657 | 26.1% | $179.65万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $878.76万 | 0.04% | 143,448 | 11,521 | 8.7% | $70.58万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $884.60万 | 0.04% | 157,094 | 22,514 | 16.7% | $126.78万 | 加仓 |
| DHI | D R HORTON INC | $885.95万 | 0.04% | 64,564 | -406 | -0.6% | -$5.57万 | 减仓 |
| INTU | INTUIT | $891.83万 | 0.04% | 20,626 | -4,228 | -17.0% | -$182.81万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $894.39万 | 0.04% | 311,526 | 5,993 | 2.0% | $17.21万 | 加仓 |
| ECL | ECOLAB INC | $897.18万 | 0.04% | 33,726 | 170 | 0.5% | $4.52万 | 加仓 |
| MSCI | MSCI INC | $901.76万 | 0.04% | 16,730 | -283 | -1.7% | -$15.25万 | 减仓 |
| VB | VANGUARD INDEX FDS | $916.88万 | 0.04% | 35,006 | 12,395 | 54.8% | $324.65万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $916.98万 | 0.04% | 123,615 | 123,615 | — | $916.98万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $922.99万 | 0.04% | 218,563 | 21,342 | 10.8% | $90.13万 | 加仓 |
| MPC | MARATHON PETE CORP | $923.24万 | 0.04% | 37,810 | 5,429 | 16.8% | $132.57万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $926.64万 | 0.04% | 667,605 | 667,605 | — | $926.64万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $931.77万 | 0.05% | 124,070 | 6,041 | 5.1% | $45.37万 | 加仓 |
| EFG | ISHARES TR | $933.64万 | 0.05% | 83,832 | 18,621 | 28.6% | $207.38万 | 加仓 |