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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $874.73万 | 0.04% | 51,744 | -258 | -0.5% | -$4.36万 | 减仓 |
| TGT | TARGET CORP | $877.18万 | 0.04% | 67,160 | -2,648 | -3.8% | -$34.59万 | 减仓 |
| MSCI | MSCI INC | $883.52万 | 0.04% | 15,776 | -954 | -5.7% | -$53.43万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $889.44万 | 0.04% | 26,943 | -1,847 | -6.4% | -$60.97万 | 减仓 |
| OC | OWENS CORNING NEW | $906.31万 | 0.04% | 57,015 | -1,439 | -2.5% | -$22.87万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $911.65万 | 0.04% | 24,929 | -1,254 | -4.8% | -$45.86万 | 减仓 |
| MET | METLIFE INC | $918.56万 | 0.04% | 108,564 | -152 | -0.1% | -$1.29万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $925.32万 | 0.04% | 27,318 | 1,726 | 6.7% | $58.46万 | 加仓 |
| D | DOMINION ENERGY INC | $933.41万 | 0.04% | 136,683 | 2,953 | 2.2% | $20.17万 | 加仓 |
| NTAP | NETAPP INC | $940.77万 | 0.04% | 60,789 | -1,365 | -2.2% | -$21.12万 | 减仓 |
| VGT | VANGUARD WORLD FD | $941.53万 | 0.04% | 78,776 | -1,080 | -1.4% | -$12.91万 | 减仓 |
| SLV | ISHARES SILVER TR | $951.18万 | 0.04% | 177,891 | 95,481 | 115.9% | $510.54万 | 加仓 |
| MPC | MARATHON PETE CORP | $962.50万 | 0.04% | 37,646 | -164 | -0.4% | -$4.19万 | 减仓 |
| DHI | D R HORTON INC | $967.36万 | 0.04% | 59,391 | -5,173 | -8.0% | -$84.26万 | 减仓 |
| PPL | PPL CORP | $972.69万 | 0.04% | 267,590 | -1,450 | -0.5% | -$5.27万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $976.15万 | 0.04% | 36,307 | 9,661 | 36.3% | $259.75万 | 加仓 |
| FISV | FISERV INC | $979.86万 | 0.04% | 199,767 | -23,469 | -10.5% | -$115.12万 | 减仓 |
| WSO | WATSCO INC | $987.36万 | 0.04% | 23,693 | 1,184 | 5.3% | $49.34万 | 加仓 |
| CRM | SALESFORCE INC | $987.93万 | 0.04% | 63,062 | -2,951 | -4.5% | -$46.23万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $999.38万 | 0.04% | 48,511 | -844 | -1.7% | -$17.39万 | 减仓 |
| VVV | VALVOLINE INC | $999.99万 | 0.04% | 252,906 | -135,526 | -34.9% | -$535.87万 | 减仓 |
| EMB | ISHARES TR | $1,001.90万 | 0.04% | 103,888 | -2,239 | -2.1% | -$21.59万 | 减仓 |
| SPGI | S&P GLOBAL INC | $1,009.31万 | 0.04% | 24,783 | -1,513 | -5.8% | -$61.62万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,018.06万 | 0.04% | 87,185 | -694 | -0.8% | -$8.10万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,020.18万 | 0.04% | 41,075 | -9,768 | -19.2% | -$242.61万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $1,042.35万 | 0.05% | 238,197 | 19,634 | 9.0% | $85.92万 | 加仓 |
| ENB | ENBRIDGE INC | $1,045.18万 | 0.05% | 192,802 | -2,829 | -1.4% | -$15.34万 | 减仓 |
| TRGP | TARGA RES CORP | $1,048.45万 | 0.05% | 39,101 | -989 | -2.5% | -$26.52万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1,054.83万 | 0.05% | 31,827 | 2,612 | 8.9% | $86.57万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,057.44万 | 0.05% | 109,149 | -1,537 | -1.4% | -$14.89万 | 减仓 |
| STT | STATE STR CORP | $1,059.49万 | 0.05% | 62,470 | -1,493 | -2.3% | -$25.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,061.74万 | 0.05% | 144,632 | 11,038 | 8.3% | $81.03万 | 加仓 |
| CATH | GLOBAL X FDS | $1,063.19万 | 0.05% | 120,135 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $1,068.30万 | 0.05% | 61,305 | 5,549 | 10.0% | $96.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,075.03万 | 0.05% | 16,831 | -2 | -0.0% | -$1,277 | 减仓 |
| JBL | JABIL INC | $1,082.51万 | 0.05% | 28,082 | 1,595 | 6.0% | $61.48万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,092.34万 | 0.05% | 41,942 | -1,866 | -4.3% | -$48.60万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,101.07万 | 0.05% | 37,556 | 234 | 0.6% | $6.86万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $1,133.00万 | 0.05% | 24,697 | -651 | -2.6% | -$29.87万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,136.68万 | 0.05% | 26,345 | -961 | -3.5% | -$41.46万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,138.22万 | 0.05% | 93,742 | 15,896 | 20.4% | $193.01万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,140.92万 | 0.05% | 155,545 | -1,549 | -1.0% | -$11.36万 | 减仓 |
| YUM | YUM BRANDS INC | $1,145.35万 | 0.05% | 71,647 | -643 | -0.9% | -$10.28万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,148.31万 | 0.05% | 14,448 | 91 | 0.6% | $7.23万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,149.48万 | 0.05% | 147,540 | -2,689 | -1.8% | -$20.95万 | 减仓 |
| CI | THE CIGNA GROUP | $1,154.02万 | 0.05% | 41,861 | 340 | 0.8% | $9.37万 | 加仓 |
| DOV | DOVER CORP | $1,167.31万 | 0.05% | 52,047 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1,172.07万 | 0.05% | 317,204 | -2,228 | -0.7% | -$8.23万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,189.46万 | 0.05% | 48,309 | 30 | 0.1% | $7,387 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,203.80万 | 0.05% | 60,921 | -1,236 | -2.0% | -$24.42万 | 减仓 |
| ALL | ALLSTATE CORP | $1,218.40万 | 0.05% | 51,206 | -735 | -1.4% | -$17.49万 | 减仓 |
| CSX | CSX CORP | $1,221.55万 | 0.05% | 257,006 | 27,763 | 12.1% | $131.96万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,232.67万 | 0.05% | 165,815 | -2,421 | -1.4% | -$18.00万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,235.18万 | 0.05% | 147,484 | 23,414 | 18.9% | $196.09万 | 加仓 |
| KKR | KKR & CO INC | $1,248.01万 | 0.05% | 135,978 | -10,746 | -7.3% | -$98.63万 | 减仓 |
| BA | BOEING CO | $1,250.05万 | 0.05% | 57,747 | -1,349 | -2.3% | -$29.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,250.35万 | 0.05% | 120,272 | -2,255 | -1.8% | -$23.44万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $1,265.25万 | 0.06% | 673,361 | 5,756 | 0.9% | $10.82万 | 加仓 |
| XEL | XCEL ENERGY INC | $1,267.09万 | 0.06% | 157,794 | -3,086 | -1.9% | -$24.78万 | 减仓 |
| MMM | 3M CO | $1,270.30万 | 0.06% | 78,457 | 2,457 | 3.2% | $39.78万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,273.45万 | 0.06% | 139,633 | 63,242 | 82.8% | $576.77万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,282.20万 | 0.06% | 42,300 | 7,294 | 20.8% | $221.10万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,294.73万 | 0.06% | 56,398 | -1,664 | -2.9% | -$38.20万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $1,299.46万 | 0.06% | 412,134 | 412,134 | — | $1,299.46万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1,313.00万 | 0.06% | 54,935 | -776 | -1.4% | -$18.55万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,319.86万 | 0.06% | 41,955 | -340 | -0.8% | -$10.70万 | 减仓 |
| HUBB | HUBBELL INC | $1,346.14万 | 0.06% | 25,729 | -907 | -3.4% | -$47.45万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1,350.65万 | 0.06% | 147,322 | 800 | 0.5% | $7.33万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,373.21万 | 0.06% | 285,016 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $1,401.64万 | 0.06% | 112,347 | 16,223 | 16.9% | $202.40万 | 加仓 |
| SYY | SYSCO CORP | $1,443.59万 | 0.06% | 172,719 | -4,680 | -2.6% | -$39.12万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,445.74万 | 0.06% | 82,247 | -437 | -0.5% | -$7.68万 | 减仓 |
| CMI | CUMMINS INC | $1,448.03万 | 0.06% | 20,303 | -349 | -1.7% | -$24.89万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,452.18万 | 0.06% | 193,882 | -26,830 | -12.2% | -$200.96万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,456.86万 | 0.06% | 142,564 | -2,531 | -1.7% | -$25.86万 | 减仓 |
| SO | SOUTHERN CO | $1,480.49万 | 0.06% | 154,685 | -2,558 | -1.6% | -$24.48万 | 减仓 |
| OKE | ONEOK INC NEW | $1,493.13万 | 0.07% | 171,743 | 11,360 | 7.1% | $98.76万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,510.64万 | 0.07% | 10,928 | -111 | -1.0% | -$15.34万 | 减仓 |
| BX | BLACKSTONE INC | $1,518.11万 | 0.07% | 129,014 | -68,570 | -34.7% | -$806.86万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,521.54万 | 0.07% | 123,592 | 1,486 | 1.2% | $18.29万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,531.47万 | 0.07% | 38,510 | -763 | -1.9% | -$30.34万 | 减仓 |
| TPR | TAPESTRY INC | $1,531.62万 | 0.07% | 104,633 | -128,660 | -55.1% | -$1,883.33万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $1,532.17万 | 0.07% | 523,281 | -180,071 | -25.6% | -$527.25万 | 减仓 |
| PSA | PUBLIC STORAGE | $1,546.60万 | 0.07% | 48,588 | -1,181 | -2.4% | -$37.59万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,559.83万 | 0.07% | 214,174 | -13,712 | -6.0% | -$99.86万 | 减仓 |
| ADBE | ADOBE INC | $1,570.82万 | 0.07% | 76,618 | -10,074 | -11.6% | -$206.54万 | 减仓 |
| AFL | AFLAC INC | $1,571.79万 | 0.07% | 134,055 | -110 | -0.1% | -$1.29万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,588.54万 | 0.07% | 50,028 | -3,153 | -5.9% | -$100.12万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $1,588.81万 | 0.07% | 252,633 | 293 | 0.1% | $1.84万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,589.11万 | 0.07% | 203,133 | -8,277 | -3.9% | -$64.75万 | 减仓 |
| USB | US BANCORP | $1,590.27万 | 0.07% | 263,290 | -52,281 | -16.6% | -$315.78万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,592.14万 | 0.07% | 66,818 | 95 | 0.1% | $2.26万 | 加仓 |
| T | AT&T INC | $1,595.12万 | 0.07% | 770,589 | -252,224 | -24.7% | -$522.10万 | 减仓 |
| EOG | EOG RES INC | $1,612.34万 | 0.07% | 124,284 | 22,738 | 22.4% | $294.98万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,614.22万 | 0.07% | 280,150 | -1,660 | -0.6% | -$9.56万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $1,618.31万 | 0.07% | 52,834 | -1,136 | -2.1% | -$34.80万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $1,623.89万 | 0.07% | 168,401 | 7,126 | 4.4% | $68.72万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,626.79万 | 0.07% | 201,998 | 78,383 | 63.4% | $631.26万 | 加仓 |
| EMXC | ISHARES INC | $1,633.21万 | 0.07% | 159,649 | 33,097 | 26.2% | $338.58万 | 加仓 |
| SHEL | SHELL PLC | $1,636.61万 | 0.07% | 211,067 | -1,495 | -0.7% | -$11.59万 | 减仓 |