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 |
|---|---|---|---|---|---|---|---|---|
| VTWV | VANGUARD SCOTTSDALE FDS | $2,069.53万 | 0.10% | 123,761 | 28,562 | 30.0% | $477.61万 | 加仓 |
| ADBE | ADOBE INC | $2,107.31万 | 0.10% | 86,692 | 6,428 | 8.0% | $156.25万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,156.56万 | 0.10% | 63,096 | 20,732 | 48.9% | $708.60万 | 加仓 |
| GOVT | ISHARES TR | $2,170.77万 | 0.11% | 947,519 | -425,171 | -31.0% | -$974.07万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,178.64万 | 0.11% | 55,804 | -14,096 | -20.2% | -$550.32万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,232.56万 | 0.11% | 109,881 | -653 | -0.6% | -$13.27万 | 减仓 |
| BX | BLACKSTONE INC | $2,272.02万 | 0.11% | 197,584 | -118,931 | -37.6% | -$1,367.59万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,309.01万 | 0.11% | 80,403 | 31,088 | 63.0% | $892.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,314.14万 | 0.11% | 113,756 | 8,947 | 8.5% | $182.01万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $2,326.01万 | 0.11% | 106,201 | -52,425 | -33.0% | -$1,148.21万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,326.48万 | 0.11% | 68,841 | 15,843 | 29.9% | $535.41万 | 加仓 |
| PLD | PROLOGIS INC. | $2,363.72万 | 0.11% | 178,826 | -6,724 | -3.6% | -$88.88万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,381.95万 | 0.12% | 69,400 | 4,357 | 6.7% | $149.54万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $2,454.88万 | 0.12% | 806,994 | 23,764 | 3.0% | $72.29万 | 加仓 |
| C | CITIGROUP INC | $2,455.98万 | 0.12% | 216,558 | 22,593 | 11.6% | $256.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $2,465.15万 | 0.12% | 279,622 | 108,723 | 63.6% | $958.50万 | 加仓 |
| QCOM | QUALCOMM INC | $2,472.33万 | 0.12% | 191,981 | 77,990 | 68.4% | $1,004.36万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $2,495.49万 | 0.12% | 703,352 | -45,598 | -6.1% | -$161.78万 | 减仓 |
| AZO | AUTOZONE INC | $2,510.03万 | 0.12% | 7,431 | -304 | -3.9% | -$102.68万 | 减仓 |
| NDAQ | NASDAQ INC | $2,532.64万 | 0.12% | 298,344 | -13,007 | -4.2% | -$110.42万 | 减仓 |
| GRMN | GARMIN LTD | $2,559.86万 | 0.12% | 110,334 | -6,156 | -5.3% | -$142.83万 | 减仓 |
| PFF | ISHARES TR | $2,561.66万 | 0.12% | 844,875 | 25,487 | 3.1% | $77.28万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,582.27万 | 0.13% | 275,471 | -13,936 | -4.8% | -$130.64万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,603.30万 | 0.13% | 282,017 | -900 | -0.3% | -$8.31万 | 减仓 |
| IYW | ISHARES TR | $2,649.91万 | 0.13% | 146,065 | -1,016 | -0.7% | -$18.43万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,677.40万 | 0.13% | 91,457 | 34,748 | 61.3% | $1,017.25万 | 加仓 |
| APP | APPLOVIN CORP | $2,704.25万 | 0.13% | 67,946 | 20,724 | 43.9% | $824.82万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,771.46万 | 0.13% | 131,156 | 94,059 | 253.5% | $1,987.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,845.84万 | 0.14% | 566,901 | 3,710 | 0.7% | $18.62万 | 加仓 |
| EEM | ISHARES TR | $2,851.72万 | 0.14% | 502,152 | 307,918 | 158.5% | $1,748.67万 | 加仓 |
| IJR | ISHARES TR | $2,907.14万 | 0.14% | 233,862 | 168,049 | 255.3% | $2,089.02万 | 加仓 |
| GE | GE AEROSPACE | $2,909.92万 | 0.14% | 102,545 | 51,075 | 99.2% | $1,449.36万 | 加仓 |
| T | AT&T INC | $2,965.13万 | 0.14% | 1,022,813 | -517,440 | -33.6% | -$1,500.06万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,972.54万 | 0.14% | 105,271 | 25,695 | 32.3% | $725.55万 | 加仓 |
| NOW | SERVICENOW INC | $3,144.62万 | 0.15% | 300,777 | -117,562 | -28.1% | -$1,229.11万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $3,167.45万 | 0.15% | 549,523 | 6,849 | 1.3% | $39.48万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $3,244.97万 | 0.16% | 394,142 | 9,978 | 2.6% | $82.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,246.70万 | 0.16% | 119,986 | 51,149 | 74.3% | $1,384.04万 | 加仓 |
| MUB | ISHARES TR | $3,264.23万 | 0.16% | 307,511 | 15,096 | 5.2% | $160.24万 | 加仓 |
| TPR | TAPESTRY INC | $3,292.00万 | 0.16% | 233,293 | 50,890 | 27.9% | $718.11万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,392.15万 | 0.16% | 130,322 | 1,101 | 0.9% | $28.66万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,392.64万 | 0.16% | 426,158 | 145,258 | 51.7% | $1,156.40万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,411.62万 | 0.17% | 901,591 | 19,083 | 2.2% | $72.21万 | 加仓 |
| PWR | QUANTA SVCS INC | $3,425.88万 | 0.17% | 62,400 | 53,427 | 595.4% | $2,933.25万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,454.35万 | 0.17% | 79,085 | 18,453 | 30.4% | $806.01万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,542.34万 | 0.17% | 146,142 | 9,165 | 6.7% | $222.15万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,590.70万 | 0.17% | 50 | 35 | 233.3% | $2,513.49万 | 加仓 |
| CB | CHUBB LTD SWITZ | $3,633.99万 | 0.18% | 111,496 | -5,018 | -4.3% | -$163.55万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $3,643.22万 | 0.18% | 194,554 | -25,955 | -11.8% | -$486.03万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $3,758.98万 | 0.18% | 391,601 | 18,267 | 4.9% | $175.34万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,769.62万 | 0.18% | 196,416 | 162,398 | 477.4% | $3,116.74万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $3,857.55万 | 0.19% | 233,310 | 40,450 | 21.0% | $668.80万 | 加仓 |
| LIN | LINDE PLC | $3,889.88万 | 0.19% | 78,463 | 56,865 | 263.3% | $2,819.14万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,943.03万 | 0.19% | 359,470 | 32 | 0.0% | $3,510 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4,004.21万 | 0.19% | 273,736 | -69,400 | -20.2% | -$1,015.18万 | 减仓 |
| DHR | DANAHER CORP DEL | $4,004.48万 | 0.19% | 211,207 | 26,657 | 14.4% | $505.42万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4,057.50万 | 0.20% | 134,141 | 8,484 | 6.8% | $256.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $4,065.67万 | 0.20% | 616,104 | 49,660 | 8.8% | $327.71万 | 加仓 |
| DVY | ISHARES TR | $4,251.12万 | 0.21% | 280,769 | 5,202 | 1.9% | $78.76万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4,344.95万 | 0.21% | 331,827 | 99,057 | 42.6% | $1,297.06万 | 加仓 |
| CME | CME GROUP INC | $4,370.77万 | 0.21% | 147,986 | -1,409 | -0.9% | -$41.61万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $4,449.33万 | 0.22% | 658,477 | 13,396 | 2.1% | $90.52万 | 加仓 |
| GLD | SPDR GOLD TR | $4,459.05万 | 0.22% | 103,629 | 21,536 | 26.2% | $926.67万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4,704.98万 | 0.23% | 458,262 | 51,806 | 12.7% | $531.89万 | 加仓 |
| PFE | PFIZER INC | $4,712.61万 | 0.23% | 1,678,280 | 158,900 | 10.5% | $446.19万 | 加仓 |
| BLK | BLACKROCK INC | $4,777.29万 | 0.23% | 49,675 | 18,047 | 57.1% | $1,735.60万 | 加仓 |
| IEFA | ISHARES TR | $4,808.23万 | 0.23% | 531,120 | 89,904 | 20.4% | $813.90万 | 加仓 |
| KO | COCA COLA CO | $5,006.82万 | 0.24% | 658,359 | 193,040 | 41.5% | $1,468.07万 | 加仓 |
| TSLA | TESLA INC | $5,016.84万 | 0.24% | 134,952 | 2,141 | 1.6% | $79.59万 | 加仓 |
| GEV | GE VERNOVA INC | $5,048.16万 | 0.24% | 57,832 | 46,829 | 425.6% | $4,087.70万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $5,106.75万 | 0.25% | 384,255 | 26,995 | 7.6% | $358.76万 | 加仓 |
| TJX | TJX COS INC NEW | $5,155.07万 | 0.25% | 322,797 | 193,580 | 149.8% | $3,091.47万 | 加仓 |
| IJH | ISHARES TR | $5,220.89万 | 0.25% | 773,121 | 553,963 | 252.8% | $3,740.91万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,338.62万 | 0.26% | 63,105 | 23,832 | 60.7% | $2,016.16万 | 加仓 |
| IWV | ISHARES TR | $5,389.61万 | 0.26% | 145,398 | 529 | 0.4% | $19.61万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $5,439.70万 | 0.26% | 1,079,949 | -788,357 | -42.2% | -$3,970.95万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,464.28万 | 0.26% | 368,959 | 212,318 | 135.5% | $3,144.43万 | 加仓 |
| IEMG | ISHARES INC | $5,468.63万 | 0.26% | 784,033 | 165,344 | 26.7% | $1,153.27万 | 加仓 |
| IWL | ISHARES TR | $5,672.71万 | 0.27% | 353,487 | 179,880 | 103.6% | $2,886.69万 | 加仓 |
| BAC | BANK AMERICA CORP | $5,691.86万 | 0.28% | 1,167,561 | 96,239 | 9.0% | $469.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5,745.20万 | 0.28% | 295,931 | -12,772 | -4.1% | -$247.96万 | 减仓 |
| CBRE | CBRE GROUP INC | $5,928.73万 | 0.29% | 437,674 | 7,173 | 1.7% | $97.17万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,001.86万 | 0.29% | 103,986 | 50,061 | 92.8% | $2,889.42万 | 加仓 |
| IWN | ISHARES TR | $6,097.88万 | 0.30% | 321,635 | -6,384 | -1.9% | -$121.03万 | 减仓 |
| ORCL | ORACLE CORP | $6,187.83万 | 0.30% | 420,626 | 73,461 | 21.2% | $1,080.68万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,189.38万 | 0.30% | 1,145,122 | 51,174 | 4.7% | $276.60万 | 加仓 |
| DE | DEERE & CO | $6,251.50万 | 0.30% | 110,980 | 1,995 | 1.8% | $112.38万 | 加仓 |
| WM | WASTE MGMT INC DEL | $6,279.47万 | 0.30% | 273,270 | 19,866 | 7.8% | $456.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,417.37万 | 0.31% | 15,242 | 630 | 4.3% | $265.25万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $6,452.80万 | 0.31% | 154,840 | 48,798 | 46.0% | $2,033.61万 | 加仓 |
| SYK | STRYKER CORPORATION | $6,465.24万 | 0.31% | 196,757 | 3,133 | 1.6% | $102.95万 | 加仓 |
| DIS | DISNEY WALT CO | $6,567.84万 | 0.32% | 681,453 | 57,402 | 9.2% | $553.24万 | 加仓 |
| ETN | EATON CORP PLC | $6,753.78万 | 0.33% | 188,827 | 1,882 | 1.0% | $67.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $6,897.14万 | 0.33% | 958,868 | -86,354 | -8.3% | -$621.14万 | 减仓 |
| NFLX | NETFLIX INC. | $6,969.76万 | 0.34% | 724,884 | 69,379 | 10.6% | $667.08万 | 加仓 |
| CSCO | CISCO SYS INC | $6,971.90万 | 0.34% | 898,556 | 221,381 | 32.7% | $1,717.70万 | 加仓 |
| USFD | US FOODS HLDG CORP | $7,024.70万 | 0.34% | 761,815 | -2,113 | -0.3% | -$19.48万 | 减仓 |
| EMR | EMERSON ELEC CO | $7,457.80万 | 0.36% | 569,211 | 73,263 | 14.8% | $959.89万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $7,737.82万 | 0.37% | 424,153 | 28,889 | 7.3% | $527.02万 | 加仓 |
| IWO | ISHARES TR | $8,335.89万 | 0.40% | 265,635 | 7,305 | 2.8% | $229.24万 | 加仓 |