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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $5,362.30万 | 0.24% | 555,218 | 24,098 | 4.5% | $232.74万 | 加仓 |
| TSLA | TESLA INC | $5,429.02万 | 0.24% | 129,078 | -5,874 | -4.4% | -$247.06万 | 减仓 |
| DIS | DISNEY WALT CO | $5,709.75万 | 0.25% | 593,221 | -88,232 | -12.9% | -$849.23万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,794.71万 | 0.25% | 366,684 | -2,275 | -0.6% | -$35.95万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $6,025.30万 | 0.26% | 172,117 | 66,846 | 63.5% | $2,340.08万 | 加仓 |
| ORCL | ORACLE CORP | $6,070.86万 | 0.27% | 414,252 | -6,374 | -1.5% | -$93.41万 | 减仓 |
| WM | WASTE MGMT INC DEL | $6,087.52万 | 0.27% | 273,130 | -140 | -0.1% | -$3.12万 | 减仓 |
| IWV | ISHARES TR | $6,187.06万 | 0.27% | 145,100 | -298 | -0.2% | -$12.71万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $6,250.97万 | 0.27% | 61,807 | -1,298 | -2.1% | -$131.28万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $6,373.99万 | 0.28% | 883,314 | -75,554 | -7.9% | -$545.20万 | 减仓 |
| GEV | GE VERNOVA INC | $6,448.57万 | 0.28% | 54,888 | -2,944 | -5.1% | -$345.88万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $6,526.60万 | 0.29% | 366,169 | -14,881 | -3.9% | -$265.24万 | 减仓 |
| BAC | BANK OF AMER CORP | $6,623.66万 | 0.29% | 1,162,453 | -5,108 | -0.4% | -$29.11万 | 减仓 |
| IJH | ISHARES TR | $6,715.36万 | 0.29% | 870,881 | 97,760 | 12.6% | $753.83万 | 加仓 |
| IWN | ISHARES TR | $6,868.41万 | 0.30% | 310,507 | -11,128 | -3.5% | -$246.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $6,930.33万 | 0.30% | 1,161,053 | 15,931 | 1.4% | $95.09万 | 加仓 |
| DE | DEERE & CO | $6,974.01万 | 0.31% | 109,943 | -1,037 | -0.9% | -$65.78万 | 减仓 |
| IEMG | ISHARES INC | $7,177.64万 | 0.32% | 866,446 | 82,413 | 10.5% | $682.71万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $7,367.77万 | 0.32% | 386,719 | 2,464 | 0.6% | $46.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $7,409.49万 | 0.33% | 150,857 | -3,983 | -2.6% | -$195.63万 | 减仓 |
| USFD | US FOODS HLDG CORP | $7,709.15万 | 0.34% | 753,951 | -7,864 | -1.0% | -$80.41万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $8,011.94万 | 0.35% | 399,359 | -24,794 | -5.8% | -$497.42万 | 减仓 |
| ETN | EATON CORP PLC | $8,026.78万 | 0.35% | 188,369 | -458 | -0.2% | -$19.52万 | 减仓 |
| IWL | ISHARES TR | $8,062.27万 | 0.35% | 435,916 | 82,429 | 23.3% | $1,524.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,194.73万 | 0.36% | 111,281 | 7,295 | 7.0% | $537.20万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $8,227.68万 | 0.36% | 408,099 | -6,324 | -1.5% | -$127.50万 | 减仓 |
| EMR | EMERSON ELEC CO | $8,268.07万 | 0.36% | 577,581 | 8,370 | 1.5% | $119.82万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $8,339.50万 | 0.37% | 163,693 | -716 | -0.4% | -$36.48万 | 减仓 |
| IWO | ISHARES TR | $8,517.18万 | 0.37% | 216,194 | -49,441 | -18.6% | -$1,947.78万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $8,567.93万 | 0.38% | 206,312 | 3,475 | 1.7% | $144.31万 | 加仓 |
| TXN | TEXAS INSTRS INC | $8,768.65万 | 0.38% | 294,181 | -1,750 | -0.6% | -$52.16万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $8,856.75万 | 0.39% | 173,897 | -1,775 | -1.0% | -$90.40万 | 减仓 |
| PEP | PEPSICO INC | $8,901.70万 | 0.39% | 657,437 | -19,486 | -2.9% | -$263.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $9,033.92万 | 0.40% | 175,894 | 933 | 0.5% | $47.92万 | 加仓 |
| AMGN | AMGEN INC | $9,286.49万 | 0.41% | 256,448 | -3,459 | -1.3% | -$125.26万 | 减仓 |
| EFA | ISHARES TR | $9,351.50万 | 0.41% | 900,221 | 4,025 | 0.4% | $41.81万 | 加仓 |
| ET | ENERGY TRANSFER L P | $9,608.46万 | 0.42% | 5,025,345 | -3,352 | -0.1% | -$6.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $9,808.01万 | 0.43% | 139,449 | -1,705 | -1.2% | -$119.92万 | 减仓 |
| CSCO | CISCO SYS INC | $9,873.26万 | 0.43% | 840,564 | -57,992 | -6.5% | -$681.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $9,880.61万 | 0.43% | 596,079 | -7,898 | -1.3% | -$130.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $9,955.17万 | 0.44% | 86,245 | 45,406 | 111.2% | $5,241.17万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.01亿 | 0.44% | 736,935 | 21,559 | 3.0% | $294.95万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.03亿 | 0.45% | 176,903 | 63,147 | 55.5% | $3,668.27万 | 加仓 |
| HD | HOME DEPOT INC | $1.04亿 | 0.46% | 294,005 | -11,575 | -3.8% | -$408.23万 | 减仓 |
| MCK | MCKESSON CORP | $1.04亿 | 0.46% | 137,489 | -1,958 | -1.4% | -$147.95万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $1.05亿 | 0.46% | 2,065,807 | 29,167 | 1.4% | $148.26万 | 加仓 |
| IWB | ISHARES TR | $1.08亿 | 0.47% | 262,586 | -1,278 | -0.5% | -$52.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.10亿 | 0.48% | 117,857 | 880 | 0.8% | $82.32万 | 加仓 |
| LOW | LOWES COS INC | $1.17亿 | 0.51% | 530,801 | -6,142 | -1.1% | -$135.42万 | 减仓 |
| RTX | RTX CORPORATION | $1.21亿 | 0.53% | 639,400 | -9,341 | -1.4% | -$177.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.24亿 | 0.54% | 1,735,215 | 90,235 | 5.5% | $642.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.28亿 | 0.56% | 254,838 | -8,533 | -3.2% | -$427.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.34亿 | 0.59% | 195,515 | 9,898 | 5.3% | $679.80万 | 加仓 |
| ABBV | ABBVIE INC | $1.35亿 | 0.59% | 534,937 | -10,135 | -1.9% | -$255.04万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.37亿 | 0.60% | 370,029 | 85,054 | 29.8% | $3,147.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.39亿 | 0.61% | 278,038 | -3,039 | -1.1% | -$152.07万 | 减仓 |
| WMT | WALMART INC | $1.39亿 | 0.61% | 1,230,691 | -10,186 | -0.8% | -$115.37万 | 减仓 |
| MCD | MCDONALDS CORP | $1.40亿 | 0.61% | 516,595 | -3,976 | -0.8% | -$107.48万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1.41亿 | 0.62% | 143,758 | -351 | -0.2% | -$34.33万 | 减仓 |
| UNP | UNION PAC CORP | $1.41亿 | 0.62% | 518,029 | 3,228 | 0.6% | $87.80万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1.42亿 | 0.62% | 1,618,174 | 107,320 | 7.1% | $941.95万 | 加仓 |
| IWR | ISHARES TR | $1.59亿 | 0.70% | 1,439,471 | -38,477 | -2.6% | -$424.48万 | 减仓 |
| MRK | MERCK & CO INC | $1.59亿 | 0.70% | 1,238,538 | 50,507 | 4.3% | $649.01万 | 加仓 |
| IWD | ISHARES TR | $1.61亿 | 0.71% | 663,733 | -43,069 | -6.1% | -$1,044.12万 | 减仓 |
| NVT | NVENT ELEC PLC | $1.63亿 | 0.72% | 961,845 | -145,373 | -13.1% | -$2,465.67万 | 减仓 |
| IBB | ISHARES TR | $1.73亿 | 0.76% | 909,315 | 27,683 | 3.1% | $526.50万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1.87亿 | 0.82% | 1,740,607 | -2,293 | -0.1% | -$24.65万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2.01亿 | 0.88% | 590,311 | 5,212 | 0.9% | $177.74万 | 加仓 |
| IWM | ISHARES TR | $2.07亿 | 0.91% | 688,092 | 6,462 | 0.9% | $194.15万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2.09亿 | 0.92% | 1,427,236 | -23,908 | -1.6% | -$350.59万 | 减仓 |
| META | META PLATFORMS INC | $2.20亿 | 0.97% | 390,909 | -23,280 | -5.6% | -$1,311.34万 | 减仓 |
| IWP | ISHARES TR | $2.23亿 | 0.98% | 1,523,545 | -94,353 | -5.8% | -$1,381.42万 | 减仓 |
| IWF | ISHARES TR | $2.24亿 | 0.98% | 1,805,561 | -52,743 | -2.8% | -$654.91万 | 减仓 |
| — | EXXON MOBIL CORP | $2.27亿 | 0.99% | 1,657,796 | -11,992 | -0.7% | -$163.95万 | 减仓 |
| V | VISA INC | $2.35亿 | 1.03% | 684,312 | -10,889 | -1.6% | -$373.59万 | 减仓 |
| LLY | ELI LILLY & CO | $2.35亿 | 1.03% | 196,251 | 5,021 | 2.6% | $602.23万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.52亿 | 1.10% | 990,481 | 18,546 | 1.9% | $471.01万 | 加仓 |
| MS | MORGAN STANLEY | $2.55亿 | 1.12% | 1,219,953 | -66,058 | -5.1% | -$1,380.88万 | 减仓 |
| GOOG | ALPHABET INC | $2.75亿 | 1.21% | 777,110 | -10,795 | -1.4% | -$381.42万 | 减仓 |
| CAT | CATERPILLAR INC | $2.88亿 | 1.26% | 270,388 | 10,906 | 4.2% | $1,161.38万 | 加仓 |
| IWS | ISHARES TR | $3.15亿 | 1.38% | 1,912,761 | -67,691 | -3.4% | -$1,114.19万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $3.16亿 | 1.39% | 5,472,030 | -1,538,259 | -21.9% | -$8,883.45万 | 减仓 |
| IVV | ISHARES TR | $3.57亿 | 1.57% | 476,427 | 8,057 | 1.7% | $603.38万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.71亿 | 1.63% | 496,436 | -5,067 | -1.0% | -$378.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $4.25亿 | 1.86% | 1,297,817 | -52,877 | -3.9% | -$1,730.82万 | 减仓 |
| AVGO | BROADCOM INC | $5.43亿 | 2.38% | 1,437,167 | -45,678 | -3.1% | -$1,725.49万 | 减仓 |
| AMZN | AMAZON COM INC | $6.23亿 | 2.73% | 2,613,793 | -423 | -0.0% | -$10.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $8.10亿 | 3.56% | 2,172,142 | 9,792 | 0.5% | $365.26万 | 加仓 |
| GOOGL | ALPHABET INC | $9.54亿 | 4.19% | 2,668,769 | -25,086 | -0.9% | -$896.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $10.31亿 | 4.53% | 5,152,698 | 8,321 | 0.2% | $166.49万 | 加仓 |
| AAPL | APPLE INC | $12.37亿 | 5.43% | 4,274,243 | -48,243 | -1.1% | -$1,395.96万 | 减仓 |