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 |
|---|---|---|---|---|---|---|---|---|
| SPB | SPECTRUM BRANDS HOLDINGS INC | $27.59万 | 0.00% | 3,217 | -9 | -0.3% | -$772 | 减仓 |
| VFC | V F CORP | $27.64万 | 0.00% | 16,569 | 801 | 5.1% | $1.34万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $27.66万 | 0.00% | 3,313 | 3,313 | — | $27.66万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $27.66万 | 0.00% | 2,870 | 290 | 11.2% | $2.79万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $27.77万 | 0.00% | 5,254 | -649 | -11.0% | -$3.43万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $27.77万 | 0.00% | 3,184 | -579 | -15.4% | -$5.05万 | 减仓 |
| ORI | OLD REP INTL CORP | $27.79万 | 0.00% | 6,791 | -692 | -9.2% | -$2.83万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.82万 | 0.00% | 4,780 | 4,780 | — | $27.82万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $27.94万 | 0.00% | 6,141 | 6,141 | — | $27.94万 | 新建仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $27.98万 | 0.00% | 15,444 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $28.12万 | 0.00% | 7,699 | -483 | -5.9% | -$1.76万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $28.54万 | 0.00% | 29,608 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $28.64万 | 0.00% | 15,842 | -74,579 | -82.5% | -$134.84万 | 减仓 |
| GGG | GRACO INC | $28.67万 | 0.00% | 3,792 | -1,125 | -22.9% | -$8.51万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $28.70万 | 0.00% | 3,163 | 0 | 0.0% | — | 不变 |
| DAC | DANAOS CORPORATION | $28.88万 | 0.00% | 2,360 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $28.89万 | 0.00% | 589 | -161 | -21.5% | -$7.90万 | 减仓 |
| — | ISHARES TR | $28.96万 | 0.00% | 7,500 | 7,500 | — | $28.96万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.02万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $29.21万 | 0.00% | 1,732 | 403 | 30.3% | $6.80万 | 加仓 |
| MUR | MURPHY OIL CORP | $29.26万 | 0.00% | 8,988 | -705 | -7.3% | -$2.30万 | 减仓 |
| NVEC | NVE CORP | $29.27万 | 0.00% | 2,800 | 2,800 | — | $29.27万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $29.45万 | 0.00% | 4,979 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $29.50万 | 0.00% | 11,884 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $29.52万 | 0.00% | 1,468 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $29.61万 | 0.00% | 35,085 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $29.68万 | 0.00% | 16,002 | -368 | -2.2% | -$6,826 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $29.71万 | 0.00% | 12,386 | 2,001 | 19.3% | $4.80万 | 加仓 |
| INTA | INTAPP INC | $29.72万 | 0.00% | 11,788 | 204 | 1.8% | $5,143 | 加仓 |
| LSTR | LANDSTAR SYS INC | $29.80万 | 0.00% | 1,441 | -26 | -1.8% | -$5,377 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $29.84万 | 0.00% | 6,327 | -65 | -1.0% | -$3,065 | 减仓 |
| MRP | MILLROSE PPTYS INC | $29.88万 | 0.00% | 9,945 | 740 | 8.0% | $2.22万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $29.91万 | 0.00% | 6,009 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $29.94万 | 0.00% | 8,002 | -24 | -0.3% | -$898 | 减仓 |
| KBE | SPDR SERIES TRUST | $29.96万 | 0.00% | 4,391 | -165 | -3.6% | -$1.13万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $30.07万 | 0.00% | 3,202 | -880 | -21.6% | -$8.26万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $30.21万 | 0.00% | 4,928 | -4,919 | -50.0% | -$30.16万 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $30.69万 | 0.00% | 4,560 | 535 | 13.3% | $3.60万 | 加仓 |
| EFAV | ISHARES TR | $30.72万 | 0.00% | 3,503 | -11 | -0.3% | -$965 | 减仓 |
| DIVO | AMPLIFY ETF TR | $30.85万 | 0.00% | 6,751 | 6,751 | — | $30.85万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $30.92万 | 0.00% | 1,283 | -9 | -0.7% | -$2,169 | 减仓 |
| PDD | PDD HOLDINGS INC | $31.04万 | 0.00% | 4,069 | -22 | -0.5% | -$1,678 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $31.04万 | 0.00% | 8,102 | -90 | -1.1% | -$3,448 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $31.11万 | 0.00% | 13,676 | -656 | -4.6% | -$1.49万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $31.21万 | 0.00% | 4,119 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $31.21万 | 0.00% | 787 | -30 | -3.7% | -$1.19万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $31.27万 | 0.00% | 1,807 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $31.27万 | 0.00% | 21,332 | -286 | -1.3% | -$4,193 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $31.32万 | 0.00% | 8,583 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $31.32万 | 0.00% | 2,736 | -1,018 | -27.1% | -$11.66万 | 减仓 |
| BOKF | BOK FINL CORP | $31.80万 | 0.00% | 2,290 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $31.81万 | 0.00% | 33,208 | 173 | 0.5% | $1,657 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $31.98万 | 0.00% | 3,387 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $32.02万 | 0.00% | 11,445 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $32.05万 | 0.00% | 904 | -3,839 | -80.9% | -$136.10万 | 减仓 |
| FOR | FORESTAR GROUP INC | $32.06万 | 0.00% | 10,130 | 0 | 0.0% | — | 不变 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $32.08万 | 0.00% | 17,127 | 0 | 0.0% | — | 不变 |
| PWP | PERELLA WEINBERG PARTNERS | $32.18万 | 0.00% | 20,163 | 4,315 | 27.2% | $6.89万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $32.19万 | 0.00% | 5,340 | 5,340 | — | $32.19万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $32.22万 | 0.00% | 3,868 | 183 | 5.0% | $1.52万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $32.27万 | 0.00% | 1,193 | 218 | 22.4% | $5.90万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $32.28万 | 0.00% | 15,292 | -2,540 | -14.2% | -$5.36万 | 减仓 |
| IYG | ISHARES TR | $32.39万 | 0.00% | 3,580 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $32.60万 | 0.00% | 1,144 | 1,144 | — | $32.60万 | 新建仓 |
| THFF | FIRST FINANCIAL CORPORATION | $32.63万 | 0.00% | 4,213 | 0 | 0.0% | — | 不变 |
| USPH | U S PHYSICAL THERAPY | $32.66万 | 0.00% | 4,755 | -33 | -0.7% | -$2,266 | 减仓 |
| PNR | PENTAIR PLC | $32.66万 | 0.00% | 4,261 | 31 | 0.7% | $2,376 | 加仓 |
| USIG | ISHARES TR | $32.78万 | 0.00% | 6,391 | 491 | 8.3% | $2.52万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $32.84万 | 0.00% | 5,845 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $32.91万 | 0.00% | 1,789 | -361 | -16.8% | -$6.64万 | 减仓 |
| IHI | ISHARES TR | $32.92万 | 0.00% | 6,662 | -8,202 | -55.2% | -$40.53万 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC | $32.94万 | 0.00% | 4,757 | 1,639 | 52.6% | $11.35万 | 加仓 |
| CNA | CNA FINL CORP | $33.01万 | 0.00% | 6,790 | 68 | 1.0% | $3,305 | 加仓 |
| MSTR | STRATEGY INC | $33.02万 | 0.00% | 3,799 | -245 | -6.1% | -$2.13万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $33.03万 | 0.00% | 822 | 3 | 0.4% | $1,206 | 加仓 |
| EWC | ISHARES INC | $33.25万 | 0.00% | 5,768 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $33.34万 | 0.00% | 12,556 | -340 | -2.6% | -$9,027 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $33.34万 | 0.00% | 15,346 | 15,346 | — | $33.34万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $33.42万 | 0.00% | 6,118 | 2,541 | 71.0% | $13.88万 | 加仓 |
| GATX | GATX CORP | $33.42万 | 0.00% | 1,886 | -35 | -1.8% | -$6,202 | 减仓 |
| KTB | KONTOOR BRANDS INC | $33.69万 | 0.00% | 4,042 | -304 | -7.0% | -$2.53万 | 减仓 |
| MINT | PIMCO ETF TR | $33.89万 | 0.00% | 3,362 | 0 | 0.0% | — | 不变 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $33.93万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $33.95万 | 0.00% | 2,970 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $34.00万 | 0.00% | 14,179 | 100 | 0.7% | $2,398 | 加仓 |
| VOD | VODAFONE GROUP PLC | $34.06万 | 0.00% | 25,751 | -313 | -1.2% | -$4,139 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $34.24万 | 0.00% | 17,530 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $34.27万 | 0.00% | 14,570 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $34.27万 | 0.00% | 3,786 | -95 | -2.4% | -$8,600 | 减仓 |
| IUSB | ISHARES TR | $34.36万 | 0.00% | 7,445 | -353 | -4.5% | -$1.63万 | 减仓 |
| SLVM | SYLVAMO CORP | $34.41万 | 0.00% | 9,102 | 6 | 0.1% | $227 | 加仓 |
| WHR | WHIRLPOOL CORP | $34.61万 | 0.00% | 8,779 | -6,161 | -41.2% | -$24.29万 | 减仓 |
| BCS | BARCLAYS PLC | $34.61万 | 0.00% | 12,886 | -3,048 | -19.1% | -$8.19万 | 减仓 |
| IDU | ISHARES TR | $34.67万 | 0.00% | 3,025 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $34.69万 | 0.00% | 8,560 | -750 | -8.1% | -$3.04万 | 减仓 |
| GPOR | GULFPORT ENERGY CORP | $34.77万 | 0.00% | 2,049 | 374 | 22.3% | $6.35万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $34.81万 | 0.00% | 32,114 | -828 | -2.5% | -$8,976 | 减仓 |
| POWL | POWELL INDS INC | $34.91万 | 0.00% | 1,219 | -122 | -9.1% | -$3.49万 | 减仓 |
| NWSA | NEWS CORP NEW | $35.17万 | 0.00% | 14,163 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $35.44万 | 0.00% | 3,800 | 0 | 0.0% | — | 不变 |