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 |
|---|---|---|---|---|---|---|---|---|
| CATH | GLOBAL X FDS | $938.86万 | 0.05% | 120,135 | -5,925 | -4.7% | -$46.30万 | 减仓 |
| CSX | CSX CORP | $941.04万 | 0.05% | 229,243 | 43,549 | 23.5% | $178.77万 | 加仓 |
| PSX | PHILLIPS 66 | $947.37万 | 0.05% | 52,002 | 5,687 | 12.3% | $103.61万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $959.34万 | 0.05% | 55,756 | 11,897 | 27.1% | $204.70万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $967.56万 | 0.05% | 49,355 | 46 | 0.1% | $9,018 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $983.79万 | 0.05% | 133,594 | 19,237 | 16.8% | $141.66万 | 加仓 |
| EMXC | ISHARES INC | $995.46万 | 0.05% | 126,552 | 61,319 | 94.0% | $482.34万 | 加仓 |
| EMB | ISHARES TR | $996.85万 | 0.05% | 106,127 | -1,674 | -1.6% | -$15.72万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,004.64万 | 0.05% | 48,279 | 5,409 | 12.6% | $112.56万 | 加仓 |
| TRGP | TARGA RES CORP | $1,005.18万 | 0.05% | 40,090 | -4,960 | -11.0% | -$124.36万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,017.38万 | 0.05% | 87,879 | 8,951 | 11.3% | $103.63万 | 加仓 |
| PPL | PPL CORP | $1,027.73万 | 0.05% | 269,040 | 226,154 | 527.3% | $863.91万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,032.92万 | 0.05% | 110,686 | -3,327 | -2.9% | -$31.05万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,044.99万 | 0.05% | 14,357 | -1,057 | -6.9% | -$76.93万 | 减仓 |
| ENB | ENBRIDGE INC | $1,059.15万 | 0.05% | 195,631 | 10,960 | 5.9% | $59.34万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,061.88万 | 0.05% | 96,124 | 92,309 | 2,419.6% | $1,019.74万 | 加仓 |
| ALL | ALLSTATE CORP | $1,076.94万 | 0.05% | 51,941 | 9,205 | 21.5% | $190.86万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,082.41万 | 0.05% | 43,808 | 18,225 | 71.2% | $450.30万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,084.17万 | 0.05% | 37,322 | 3,546 | 10.5% | $103.01万 | 加仓 |
| DOV | DOVER CORP | $1,084.92万 | 0.05% | 52,047 | -1,156 | -2.2% | -$24.10万 | 减仓 |
| MMM | 3M CO | $1,103.75万 | 0.05% | 76,000 | 16,126 | 26.9% | $234.20万 | 加仓 |
| CI | THE CIGNA GROUP | $1,107.57万 | 0.05% | 41,521 | 1,651 | 4.1% | $44.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,107.78万 | 0.05% | 79,485 | 3,463 | 4.6% | $48.26万 | 加仓 |
| CMI | CUMMINS INC | $1,111.12万 | 0.05% | 20,652 | 3,624 | 21.3% | $194.98万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,118.47万 | 0.05% | 26,296 | 1,336 | 5.4% | $56.83万 | 加仓 |
| YUM | YUM BRANDS INC | $1,123.96万 | 0.05% | 72,290 | -5,355 | -6.9% | -$83.26万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,126.47万 | 0.05% | 25,348 | 5,366 | 26.9% | $238.47万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,130.79万 | 0.05% | 45,127 | 8,116 | 21.9% | $203.37万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,145.43万 | 0.06% | 62,157 | 7,642 | 14.0% | $140.83万 | 加仓 |
| BA | BOEING CO | $1,176.19万 | 0.06% | 59,096 | 5,312 | 9.9% | $105.72万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,177.95万 | 0.06% | 150,229 | 51,482 | 52.1% | $403.67万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,206.95万 | 0.06% | 11,039 | 8,334 | 308.1% | $911.20万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,213.87万 | 0.06% | 42,295 | 5,675 | 15.5% | $162.87万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,224.42万 | 0.06% | 168,236 | 12,627 | 8.1% | $91.90万 | 加仓 |
| CRM | SALESFORCE INC | $1,232.26万 | 0.06% | 66,013 | -16,937 | -20.4% | -$316.16万 | 减仓 |
| FISV | FISERV INC | $1,245.66万 | 0.06% | 223,236 | 56,962 | 34.3% | $317.85万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,248.81万 | 0.06% | 146,522 | 17,034 | 13.2% | $145.18万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,257.51万 | 0.06% | 58,062 | 38,235 | 192.8% | $828.09万 | 加仓 |
| SYY | SYSCO CORP | $1,265.39万 | 0.06% | 177,399 | 2,811 | 1.6% | $20.05万 | 加仓 |
| XEL | XCEL ENERGY INC | $1,278.03万 | 0.06% | 160,880 | 7,140 | 4.6% | $56.72万 | 加仓 |
| ROL | ROLLINS INC | $1,299.90万 | 0.06% | 243,382 | 130,237 | 115.1% | $695.60万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,299.91万 | 0.06% | 145,095 | 38,519 | 36.1% | $345.09万 | 加仓 |
| HUBB | HUBBELL INC | $1,307.14万 | 0.06% | 26,636 | 22,754 | 586.1% | $1,116.63万 | 加仓 |
| VVV | VALVOLINE INC | $1,308.24万 | 0.06% | 388,432 | -352,600 | -47.6% | -$1,187.56万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1,309.08万 | 0.06% | 6,946 | -8,879 | -56.1% | -$1,673.39万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,340.43万 | 0.06% | 285,016 | 1,293 | 0.5% | $6.08万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,348.14万 | 0.07% | 49,769 | -3,093 | -5.9% | -$83.78万 | 减仓 |
| KKR | KKR & CO INC | $1,357.20万 | 0.07% | 146,724 | 132,662 | 943.4% | $1,227.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,379.70万 | 0.07% | 40,839 | 3,829 | 10.3% | $129.36万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,388.92万 | 0.07% | 53,970 | 4,519 | 9.1% | $116.30万 | 加仓 |
| PKG | PACKAGING CORP AMER | $1,416.00万 | 0.07% | 66,723 | -2,226 | -3.2% | -$47.24万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,419.79万 | 0.07% | 50,843 | 11,205 | 28.3% | $312.90万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,430.51万 | 0.07% | 161,275 | 4,528 | 2.9% | $40.16万 | 加仓 |
| OKE | ONEOK INC NEW | $1,449.70万 | 0.07% | 160,383 | -893 | -0.6% | -$8.07万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,454.99万 | 0.07% | 89,549 | 38,000 | 73.7% | $617.42万 | 加仓 |
| APH | AMPHENOL CORP | $1,456.15万 | 0.07% | 115,247 | -2,159 | -1.8% | -$27.28万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,463.43万 | 0.07% | 53,181 | -10,499 | -16.5% | -$288.91万 | 减仓 |
| EOG | EOG RES INC | $1,468.05万 | 0.07% | 101,546 | 81,077 | 396.1% | $1,172.13万 | 加仓 |
| AFL | AFLAC INC | $1,471.92万 | 0.07% | 134,165 | -1,864 | -1.4% | -$20.45万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,483.25万 | 0.07% | 252,340 | -13,025 | -4.9% | -$76.56万 | 减仓 |
| BP | BP PLC | $1,501.33万 | 0.07% | 319,432 | 259,099 | 429.4% | $1,217.77万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,509.73万 | 0.07% | 182,445 | 118,391 | 184.8% | $979.69万 | 加仓 |
| SO | SOUTHERN CO | $1,517.71万 | 0.07% | 157,243 | -2,505 | -1.6% | -$24.18万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $1,529.43万 | 0.07% | 468,575 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,550.64万 | 0.08% | 72,575 | 7,108 | 10.9% | $151.87万 | 加仓 |
| PTC | PTC INC | $1,575.40万 | 0.08% | 110,562 | -171,218 | -60.8% | -$2,439.69万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,580.86万 | 0.08% | 55,711 | -8,973 | -13.9% | -$254.62万 | 减仓 |
| IVE | ISHARES TR | $1,613.35万 | 0.08% | 76,408 | 66,220 | 650.0% | $1,398.24万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,614.29万 | 0.08% | 220,712 | 220,712 | — | $1,614.29万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1,617.36万 | 0.08% | 122,527 | 4,513 | 3.8% | $59.57万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,627.88万 | 0.08% | 35,145 | 418 | 1.2% | $19.36万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,635.41万 | 0.08% | 82,684 | 73,630 | 813.2% | $1,456.33万 | 加仓 |
| USB | US BANCORP | $1,641.28万 | 0.08% | 315,571 | 42,635 | 15.6% | $221.74万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,668.82万 | 0.08% | 84,182 | 49,796 | 144.8% | $987.16万 | 加仓 |
| ASML | ASML HLDG NV | $1,671.25万 | 0.08% | 12,653 | 8,444 | 200.6% | $1,115.31万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,704.79万 | 0.08% | 47,503 | -216 | -0.5% | -$7.75万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,709.18万 | 0.08% | 281,810 | 32,127 | 12.9% | $194.85万 | 加仓 |
| GLW | CORNING INC | $1,712.45万 | 0.08% | 125,943 | 45,348 | 56.3% | $616.60万 | 加仓 |
| OMC | OMNICOM GROUP INC | $1,716.21万 | 0.08% | 227,886 | -3,938 | -1.7% | -$29.66万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,756.74万 | 0.09% | 55,219 | 28,264 | 104.9% | $899.19万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,763.94万 | 0.09% | 62,691 | -266 | -0.4% | -$7.48万 | 减仓 |
| SOXX | ISHARES TR | $1,808.48万 | 0.09% | 55,026 | 41 | 0.1% | $1.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,810.45万 | 0.09% | 39,273 | 23,321 | 146.2% | $1,075.07万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $1,815.37万 | 0.09% | 239,780 | 98,490 | 69.7% | $745.67万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,828.68万 | 0.09% | 60,138 | 22,524 | 59.9% | $684.91万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,831.87万 | 0.09% | 211,410 | 80,961 | 62.1% | $701.53万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,845.62万 | 0.09% | 93,077 | 46,462 | 99.7% | $921.29万 | 加仓 |
| AGG | ISHARES TR | $1,847.56万 | 0.09% | 186,115 | 39,686 | 27.1% | $393.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,859.78万 | 0.09% | 187,762 | 156,347 | 497.7% | $1,548.62万 | 加仓 |
| IVW | ISHARES TR | $1,865.49万 | 0.09% | 164,927 | 109,344 | 196.7% | $1,236.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,885.40万 | 0.09% | 96,096 | 20,672 | 27.4% | $405.58万 | 加仓 |
| AME | AMETEK INC | $1,893.93万 | 0.09% | 88,353 | -1,200 | -1.3% | -$25.72万 | 减仓 |
| IYM | ISHARES TR | $1,899.74万 | 0.09% | 107,989 | -3,185 | -2.9% | -$56.03万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,920.48万 | 0.09% | 122,106 | 96,670 | 380.1% | $1,520.43万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,921.92万 | 0.09% | 156,534 | 18,688 | 13.6% | $229.45万 | 加仓 |
| SHEL | SHELL PLC | $1,976.83万 | 0.10% | 212,562 | 169,721 | 396.2% | $1,578.41万 | 加仓 |
| AEE | AMEREN CORP | $1,980.16万 | 0.10% | 180,146 | -639 | -0.4% | -$7.02万 | 减仓 |
| KLAC | KLA CORP | $1,989.81万 | 0.10% | 13,514 | 1,392 | 11.5% | $204.96万 | 加仓 |
| DBEF | DBX ETF TR | $2,025.10万 | 0.10% | 409,939 | 108,805 | 36.1% | $537.50万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $2,042.77万 | 0.10% | 354,770 | 348,566 | 5,618.4% | $2,007.04万 | 加仓 |