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 |
|---|---|---|---|---|---|---|---|---|
| CVLT | COMMVAULT SYS INC | $20.85万 | 0.00% | 2,677 | -80 | -2.9% | -$6,231 | 减仓 |
| THG | HANOVER INS GROUP INC | $20.85万 | 0.00% | 1,203 | 28 | 2.4% | $4,854 | 加仓 |
| SHAK | SHAKE SHACK INC | $20.86万 | 0.00% | 2,358 | 2,358 | — | $20.86万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $20.87万 | 0.00% | 8,189 | 8,189 | — | $20.87万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $20.89万 | 0.00% | 1,040 | 40 | 4.0% | $8,033 | 加仓 |
| COPX | GLOBAL X FDS | $21.03万 | 0.00% | 2,755 | 2,755 | — | $21.03万 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $21.06万 | 0.00% | 1,949 | -897 | -31.5% | -$9.69万 | 减仓 |
| VNT | VONTIER CORPORATION | $21.11万 | 0.00% | 5,952 | 223 | 3.9% | $7,910 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $21.21万 | 0.00% | 1,807 | 1,807 | — | $21.21万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $21.22万 | 0.00% | 1,933 | 90 | 4.9% | $9,880 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $21.30万 | 0.00% | 8,881 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $21.33万 | 0.00% | 701 | -824 | -54.0% | -$25.08万 | 减仓 |
| CG | CARLYLE GROUP INC | $21.34万 | 0.00% | 4,411 | -750 | -14.5% | -$3.63万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $21.35万 | 0.00% | 13,283 | 13,283 | — | $21.35万 | 新建仓 |
| NOBL | PROSHARES TR | $21.38万 | 0.00% | 2,017 | 2,017 | — | $21.38万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $21.40万 | 0.00% | 4,814 | 4,814 | — | $21.40万 | 新建仓 |
| CHE | CHEMED CORP NEW | $21.49万 | 0.00% | 569 | -132 | -18.8% | -$4.99万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $21.57万 | 0.00% | 7,071 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $21.57万 | 0.00% | 8,182 | -6,939 | -45.9% | -$18.29万 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $21.59万 | 0.00% | 10,600 | 10,600 | — | $21.59万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $21.69万 | 0.00% | 24,048 | -36,699 | -60.4% | -$33.10万 | 减仓 |
| SNY | SANOFI SA | $21.74万 | 0.00% | 4,512 | -1,539 | -25.4% | -$7.41万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $21.87万 | 0.00% | 5,426 | -231 | -4.1% | -$9,312 | 重新持有 |
| — | EA SERIES TRUST | $21.92万 | 0.00% | 5,553 | 5,553 | — | $21.92万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $22.10万 | 0.00% | 1,089 | -426 | -28.1% | -$8.65万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $22.12万 | 0.00% | 3,577 | 3,577 | — | $22.12万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $22.30万 | 0.00% | 2,821 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $22.31万 | 0.00% | 3,118 | -2,268 | -42.1% | -$16.23万 | 减仓 |
| HDV | ISHARES TR | $22.38万 | 0.00% | 1,649 | 1,649 | — | $22.38万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $22.40万 | 0.00% | 4,426 | 4,426 | — | $22.40万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $22.45万 | 0.00% | 1,693 | -962 | -36.2% | -$12.75万 | 减仓 |
| AN | AUTONATION INC | $22.49万 | 0.00% | 1,152 | 120 | 11.6% | $2.34万 | 加仓 |
| FIVE | FIVE BELOW INC | $22.62万 | 0.00% | 990 | -333 | -25.2% | -$7.61万 | 重新持有 |
| ETG | EATON VANCE TX ADV GLBL DIV | $22.65万 | 0.00% | 11,255 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $22.68万 | 0.00% | 10,733 | 1,835 | 20.6% | $3.88万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $22.78万 | 0.00% | 1,329 | -71 | -5.1% | -$1.22万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $23.00万 | 0.00% | 5,443 | -2,252 | -29.3% | -$9.52万 | 减仓 |
| VAW | VANGUARD WORLD FD | $23.10万 | 0.00% | 1,025 | 1,025 | — | $23.10万 | 新建仓 |
| EPAM | EPAM SYS INC | $23.15万 | 0.00% | 1,710 | 175 | 11.4% | $2.37万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.21万 | 0.00% | 14,613 | 14,613 | — | $23.21万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $23.52万 | 0.00% | 1,467 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.74万 | 0.00% | 2,529 | 706 | 38.7% | $6.63万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $23.78万 | 0.00% | 3,226 | 3,226 | — | $23.78万 | 新建仓 |
| HEFA | ISHARES TR | $23.82万 | 0.00% | 5,606 | 5,606 | — | $23.82万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $23.89万 | 0.00% | 975 | 975 | — | $23.89万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $23.90万 | 0.00% | 15,203 | -668 | -4.2% | -$1.05万 | 减仓 |
| MLR | MILLER INDS INC TENN | $23.91万 | 0.00% | 5,250 | 0 | 0.0% | — | 重新持有 |
| SPH | SUBURBAN PROPANE PARTNERS L | $23.96万 | 0.00% | 12,171 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $24.00万 | 0.00% | 13,214 | -2 | -0.0% | -$36 | 减仓 |
| RYN | RAYONIER INC | $24.02万 | 0.00% | 11,649 | 3,660 | 45.8% | $7.55万 | 重新持有 |
| WIX | WIX COM LTD | $24.11万 | 0.00% | 2,677 | 20 | 0.8% | $1,801 | 加仓 |
| POWL | POWELL INDS INC | $24.19万 | 0.00% | 447 | 447 | — | $24.19万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $24.20万 | 0.00% | 15,444 | -310 | -2.0% | -$4,858 | 减仓 |
| HDB | HDFC BANK LTD | $24.29万 | 0.00% | 9,764 | -1,058 | -9.8% | -$2.63万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $24.35万 | 0.00% | 2,080 | 2,080 | — | $24.35万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $24.43万 | 0.00% | 1,292 | -133 | -9.3% | -$2.51万 | 减仓 |
| B | BARRICK MNG CORP | $24.43万 | 0.00% | 5,990 | 5,990 | — | $24.43万 | 新建仓 |
| BBH | VANECK ETF TRUST | $24.44万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $24.50万 | 0.00% | 9,096 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $24.52万 | 0.00% | 29,122 | 545 | 1.9% | $4,589 | 加仓 |
| QGEN | QIAGEN NV | $24.52万 | 0.00% | 6,125 | 6,125 | — | $24.52万 | 新建仓 |
| KN | KNOWLES CORP | $24.65万 | 0.00% | 9,600 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $24.70万 | 0.00% | 2,580 | -958 | -27.1% | -$9.17万 | 减仓 |
| FOR | FORESTAR GROUP INC | $24.76万 | 0.00% | 10,130 | 10,130 | — | $24.76万 | 新建仓 |
| ESGD | ISHARES TR | $25.05万 | 0.00% | 2,620 | 134 | 5.4% | $1.28万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $25.06万 | 0.00% | 3,274 | 2,370 | 262.2% | $18.14万 | 加仓 |
| IEUR | ISHARES TR | $25.16万 | 0.00% | 3,580 | -475 | -11.7% | -$3.34万 | 减仓 |
| CWB | SPDR SERIES TRUST | $25.26万 | 0.00% | 2,760 | 2,760 | — | $25.26万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $25.26万 | 0.00% | 12,058 | 2,953 | 32.4% | $6.19万 | 加仓 |
| SUSL | ISHARES TR | $25.27万 | 0.00% | 2,224 | 2,224 | — | $25.27万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.42万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $25.65万 | 0.00% | 3,892 | -75 | -1.9% | -$4,943 | 减仓 |
| ARM | ARM HOLDINGS PLC | $25.75万 | 0.00% | 1,702 | 1,702 | — | $25.75万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $25.76万 | 0.00% | 5,071 | 224 | 4.6% | $1.14万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $25.77万 | 0.00% | 9,205 | -63 | -0.7% | -$1,764 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $25.79万 | 0.00% | 38,906 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $25.81万 | 0.00% | 2,355 | -7,316 | -75.6% | -$80.18万 | 减仓 |
| HUBS | HUBSPOT INC | $25.92万 | 0.00% | 1,062 | 148 | 16.2% | $3.61万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $25.93万 | 0.00% | 2,760 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $26.00万 | 0.00% | 29,608 | 11,493 | 63.4% | $10.09万 | 加仓 |
| E | ENI SPA | $26.20万 | 0.00% | 4,628 | 4,628 | — | $26.20万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $26.23万 | 0.00% | 33,035 | 3,158 | 10.6% | $2.51万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $26.24万 | 0.00% | 7,864 | 7,864 | — | $26.24万 | 新建仓 |
| — | BARINGS CORPORATE INVS | $26.30万 | 0.00% | 15,256 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $26.32万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $26.43万 | 0.00% | 3,123 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $26.52万 | 0.00% | 3,881 | 139 | 3.7% | $9,496 | 加仓 |
| DAC | DANAOS CORPORATION | $26.58万 | 0.00% | 2,360 | 0 | 0.0% | — | 不变 |
| THFF | FIRST FINANCIAL CORPORATION | $26.63万 | 0.00% | 4,213 | 4,213 | — | $26.63万 | 新建仓 |
| ATR | APTARGROUP INC | $26.65万 | 0.00% | 2,115 | 76 | 3.7% | $9,578 | 加仓 |
| IT | GARTNER INC | $26.68万 | 0.00% | 1,685 | -279 | -14.2% | -$4.42万 | 减仓 |
| VFC | V F CORP | $26.79万 | 0.00% | 15,768 | 464 | 3.0% | $7,883 | 加仓 |
| BHP | BHP BILLITON LIMITED | $26.80万 | 0.00% | 3,685 | 3,685 | — | $26.80万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $26.92万 | 0.00% | 11,884 | -57 | -0.5% | -$1,291 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $27.05万 | 0.00% | 1,253 | -355 | -22.1% | -$7.66万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $27.05万 | 0.00% | 1,478 | 255 | 20.9% | $4.67万 | 加仓 |
| KBE | SPDR SERIES TRUST | $27.13万 | 0.00% | 4,556 | 354 | 8.4% | $2.11万 | 加仓 |
| KIM | KIMCO REALTY CORP | $27.31万 | 0.00% | 12,153 | 72 | 0.6% | $1,618 | 加仓 |
| ARMK | ARAMARK | $27.35万 | 0.00% | 6,746 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $27.40万 | 0.00% | 5,903 | 1,974 | 50.2% | $9.16万 | 重新持有 |