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 |
|---|---|---|---|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC | $8,662.27万 | 0.42% | 414,423 | 38,856 | 10.3% | $812.17万 | 加仓 |
| EFA | ISHARES TR | $8,704.75万 | 0.42% | 896,196 | 533,220 | 146.9% | $5,179.17万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $8,705.81万 | 0.42% | 141,154 | 114,538 | 430.3% | $7,064.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8,742.10万 | 0.42% | 174,961 | 50,320 | 40.4% | $2,514.29万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $8,802.52万 | 0.43% | 202,837 | 2,170 | 1.1% | $94.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $9,142.28万 | 0.44% | 284,975 | 61,233 | 27.4% | $1,964.42万 | 加仓 |
| AMGN | AMGEN INC | $9,144.83万 | 0.44% | 259,907 | 36,198 | 16.2% | $1,273.63万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $9,377.15万 | 0.45% | 715,376 | 26,483 | 3.8% | $347.14万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $9,380.31万 | 0.45% | 585,099 | 92,251 | 18.7% | $1,478.97万 | 加仓 |
| IWB | ISHARES TR | $9,408.33万 | 0.46% | 263,864 | 66,626 | 33.8% | $2,375.62万 | 加仓 |
| — | HONEYWELL INTL INC | $9,606.25万 | 0.47% | 424,999 | 100,894 | 31.1% | $2,280.51万 | 加仓 |
| ET | ENERGY TRANSFER L P | $9,705.39万 | 0.47% | 5,028,697 | 36,303 | 0.7% | $70.06万 | 加仓 |
| TMUS | T-MOBILE US INC | $9,897.58万 | 0.48% | 471,246 | -20,839 | -4.2% | -$437.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $9,936.77万 | 0.48% | 164,409 | 18,389 | 12.6% | $1,111.42万 | 加仓 |
| HD | HOME DEPOT INC | $1.01亿 | 0.49% | 305,580 | 87,487 | 40.1% | $2,877.36万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1.02亿 | 0.49% | 2,036,640 | 470,348 | 30.0% | $2,350.33万 | 加仓 |
| PEP | PEPSICO INC | $1.05亿 | 0.51% | 676,923 | 22,453 | 3.4% | $348.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.05亿 | 0.51% | 1,644,980 | 325,289 | 24.6% | $2,084.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.11亿 | 0.54% | 185,617 | 72,418 | 64.0% | $4,327.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.17亿 | 0.56% | 116,977 | 5,042 | 4.5% | $502.40万 | 加仓 |
| ABBV | ABBVIE INC | $1.19亿 | 0.57% | 545,072 | 80,665 | 17.4% | $1,754.38万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.20亿 | 0.58% | 175,672 | 16,440 | 10.3% | $1,121.60万 | 加仓 |
| MCK | MCKESSON CORP | $1.21亿 | 0.58% | 139,447 | 920 | 0.7% | $79.61万 | 加仓 |
| UNP | UNION PAC CORP | $1.25亿 | 0.60% | 514,801 | 38,271 | 8.0% | $928.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.25亿 | 0.61% | 603,977 | 51,731 | 9.4% | $1,070.31万 | 加仓 |
| RTX | RTX CORPORATION | $1.25亿 | 0.61% | 648,741 | 142,343 | 28.1% | $2,745.80万 | 加仓 |
| LOW | LOWES COS INC | $1.27亿 | 0.61% | 536,943 | 45,818 | 9.3% | $1,082.59万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.29亿 | 0.62% | 144,109 | -794 | -0.5% | -$71.08万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.29亿 | 0.63% | 263,371 | 31,053 | 13.4% | $1,526.35万 | 加仓 |
| NVT | NVENT ELEC PLC | $1.31亿 | 0.63% | 1,107,218 | -5,697 | -0.5% | -$67.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.35亿 | 0.65% | 281,077 | 38,593 | 15.9% | $1,849.38万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.40亿 | 0.68% | 1,510,854 | 351,045 | 30.3% | $3,260.51万 | 加仓 |
| MRK | MERCK & CO INC | $1.43亿 | 0.69% | 1,188,031 | 255,241 | 27.4% | $3,070.29万 | 加仓 |
| IWR | ISHARES TR | $1.44亿 | 0.70% | 1,477,948 | -5,971 | -0.4% | -$58.06万 | 减仓 |
| IBB | ISHARES TR | $1.49亿 | 0.72% | 881,632 | 55,938 | 6.8% | $944.51万 | 加仓 |
| IWD | ISHARES TR | $1.51亿 | 0.73% | 706,802 | -18,554 | -2.6% | -$396.44万 | 减仓 |
| WMT | WALMART INC | $1.54亿 | 0.75% | 1,240,877 | 152,094 | 14.0% | $1,890.22万 | 加仓 |
| MCD | MCDONALDS CORP | $1.62亿 | 0.78% | 520,571 | 29,076 | 5.9% | $903.65万 | 加仓 |
| IWM | ISHARES TR | $1.69亿 | 0.82% | 681,630 | 229,077 | 50.6% | $5,681.11万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.71亿 | 0.83% | 1,742,900 | 1,716,778 | 6,572.2% | $1.69亿 | 加仓 |
| LLY | ELI LILLY & CO | $1.76亿 | 0.85% | 191,230 | 15,667 | 8.9% | $1,441.00万 | 加仓 |
| CAT | CATERPILLAR INC | $1.84亿 | 0.89% | 259,482 | 48,480 | 23.0% | $3,434.61万 | 加仓 |
| IWF | ISHARES TR | $1.98亿 | 0.96% | 464,576 | 11,043 | 2.4% | $470.87万 | 加仓 |
| IWP | ISHARES TR | $2.07亿 | 1.00% | 1,617,898 | -42,519 | -2.6% | -$544.75万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.10亿 | 1.01% | 1,451,144 | 122,860 | 9.2% | $1,774.59万 | 加仓 |
| V | VISA INC | $2.10亿 | 1.02% | 695,201 | 42,239 | 6.5% | $1,276.63万 | 加仓 |
| MS | MORGAN STANLEY | $2.12亿 | 1.02% | 1,286,011 | 126,137 | 10.9% | $2,075.84万 | 加仓 |
| GOOG | ALPHABET INC | $2.26亿 | 1.09% | 787,905 | 275,208 | 53.7% | $7,894.62万 | 加仓 |
| META | META PLATFORMS INC | $2.37亿 | 1.15% | 414,189 | 51,826 | 14.3% | $2,965.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.38亿 | 1.15% | 971,935 | 98,000 | 11.2% | $2,395.51万 | 加仓 |
| — | EXXON MOBIL CORP | $2.83亿 | 1.37% | 1,669,788 | 149,761 | 9.9% | $2,540.85万 | 加仓 |
| IWS | ISHARES TR | $2.89亿 | 1.40% | 1,980,452 | -4,313 | -0.2% | -$62.86万 | 减仓 |
| IVV | ISHARES TR | $3.06亿 | 1.48% | 468,370 | 236,095 | 101.6% | $1.54亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.26亿 | 1.58% | 501,503 | 250,856 | 100.1% | $1.63亿 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $3.45亿 | 1.67% | 7,010,289 | 1,349,466 | 23.8% | $6,639.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3.97亿 | 1.92% | 1,350,694 | 168,612 | 14.3% | $4,959.89万 | 加仓 |
| AVGO | BROADCOM INC | $4.59亿 | 2.22% | 1,482,845 | 244,782 | 19.8% | $7,576.25万 | 加仓 |
| AMZN | AMAZON COM INC | $5.44亿 | 2.64% | 2,614,216 | 304,540 | 13.2% | $6,342.65万 | 加仓 |
| GOOGL | ALPHABET INC | $7.75亿 | 3.75% | 2,693,855 | 85,813 | 3.3% | $2,467.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $8.00亿 | 3.88% | 2,162,350 | 232,229 | 12.0% | $8,596.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8.97亿 | 4.34% | 5,144,377 | 423,446 | 9.0% | $7,384.90万 | 加仓 |
| AAPL | APPLE INC | $10.97亿 | 5.31% | 4,322,486 | 509,288 | 13.4% | $1.29亿 | 加仓 |