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 |
|---|---|---|---|---|---|---|---|---|
| FRDM | EA SERIES TRUST | $35.46万 | 0.00% | 4,864 | 4,864 | — | $35.46万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $35.48万 | 0.00% | 8,059 | -599 | -6.9% | -$2.64万 | 减仓 |
| MTX | MINERALS TECHNOLOGIES INC | $35.50万 | 0.00% | 4,799 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $35.67万 | 0.00% | 13,548 | -1,003 | -6.9% | -$2.64万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $35.95万 | 0.00% | 21,537 | -3,469 | -13.9% | -$5.79万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $36.20万 | 0.00% | 7,019 | -49 | -0.7% | -$2,527 | 减仓 |
| CWB | SPDR SERIES TRUST | $36.31万 | 0.00% | 3,368 | 608 | 22.0% | $6.56万 | 加仓 |
| BAX | BAXTER INTL INC | $36.32万 | 0.00% | 17,037 | 52 | 0.3% | $1,109 | 加仓 |
| NWG | NATWEST GROUP PLC | $36.59万 | 0.00% | 20,753 | -1,400 | -6.3% | -$2.47万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $36.71万 | 0.00% | 3,825 | -539 | -12.4% | -$5.17万 | 减仓 |
| MLI | MUELLER INDS INC | $36.83万 | 0.00% | 2,996 | -127 | -4.1% | -$1.56万 | 减仓 |
| CRH | CRH PLC | $36.97万 | 0.00% | 3,455 | -8 | -0.2% | -$856 | 减仓 |
| MSM | MSC INDL DIRECT INC | $37.18万 | 0.00% | 3,126 | -104 | -3.2% | -$1.24万 | 减仓 |
| ESGD | ISHARES TR | $37.27万 | 0.00% | 3,625 | 1,005 | 38.4% | $10.33万 | 加仓 |
| MLPX | GLOBAL X FDS | $37.28万 | 0.00% | 5,061 | -680 | -11.8% | -$5.01万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $37.28万 | 0.00% | 3,265 | 386 | 13.4% | $4.41万 | 加仓 |
| PYLD | PIMCO ETF TR | $37.38万 | 0.00% | 14,094 | 14,094 | — | $37.38万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $37.64万 | 0.00% | 3,621 | -415 | -10.3% | -$4.31万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $37.70万 | 0.00% | 5,273 | -75 | -1.4% | -$5,362 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $37.74万 | 0.00% | 29,279 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $37.75万 | 0.00% | 3,773 | -405 | -9.7% | -$4.05万 | 减仓 |
| SUI | SUN CMNTYS INC | $37.76万 | 0.00% | 3,149 | -68 | -2.1% | -$8,154 | 减仓 |
| IDEV | ISHARES TR | $37.78万 | 0.00% | 4,245 | 381 | 9.9% | $3.39万 | 加仓 |
| IGF | ISHARES TR | $37.81万 | 0.00% | 5,677 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $37.89万 | 0.00% | 3,275 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $37.94万 | 0.00% | 2,677 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $38.04万 | 0.00% | 5,130 | -887 | -14.7% | -$6.58万 | 减仓 |
| FOXA | FOX CORP | $38.20万 | 0.00% | 7,323 | -375 | -4.9% | -$1.96万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $38.31万 | 0.00% | 38,310 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $38.38万 | 0.00% | 6,746 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $38.56万 | 0.00% | 6,966 | 1,519 | 27.9% | $8.41万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $38.57万 | 0.00% | 4,730 | 353 | 8.1% | $2.88万 | 加仓 |
| IYR | ISHARES TR | $38.58万 | 0.00% | 3,773 | -8,920 | -70.3% | -$91.21万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $38.63万 | 0.00% | 5,065 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $38.64万 | 0.00% | 8,687 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $38.68万 | 0.00% | 27,865 | -500 | -1.8% | -$6,940 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $38.73万 | 0.00% | 2,195 | 5 | 0.2% | $882 | 加仓 |
| GFF | GRIFFON CORP | $39.01万 | 0.00% | 4,000 | 4,000 | — | $39.01万 | 新建仓 |
| MTDR | MATADOR RES CO | $39.05万 | 0.00% | 7,844 | -1,602 | -17.0% | -$7.97万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $39.33万 | 0.00% | 7,015 | 46 | 0.7% | $2,579 | 加仓 |
| WTFC | WINTRUST FINL CORP | $39.46万 | 0.00% | 2,455 | 90 | 3.8% | $1.45万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $39.50万 | 0.00% | 3,230 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $39.56万 | 0.00% | 5,205 | 177 | 3.5% | $1.35万 | 加仓 |
| IYJ | ISHARES TR | $39.56万 | 0.00% | 2,374 | -195 | -7.6% | -$3.25万 | 减仓 |
| KN | KNOWLES CORP | $39.82万 | 0.00% | 9,600 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $40.26万 | 0.00% | 12,058 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $40.32万 | 0.00% | 5,295 | -46 | -0.9% | -$3,502 | 减仓 |
| L | LOEWS CORP | $40.44万 | 0.00% | 3,572 | -98 | -2.7% | -$1.11万 | 减仓 |
| LYFT | LYFT INC | $40.74万 | 0.00% | 27,886 | 198 | 0.7% | $2,893 | 加仓 |
| POOL | POOL CORP | $40.90万 | 0.00% | 1,903 | -15 | -0.8% | -$3,223 | 减仓 |
| ALLY | ALLY FINL INC | $40.96万 | 0.00% | 8,915 | -1,639 | -15.5% | -$7.53万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $40.99万 | 0.00% | 9,367 | 9,367 | — | $40.99万 | 新建仓 |
| CNM | CORE & MAIN INC | $41.02万 | 0.00% | 8,501 | -40,033 | -82.5% | -$193.16万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $41.04万 | 0.00% | 25,053 | -1,558 | -5.9% | -$2.55万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $41.07万 | 0.00% | 8,701 | 0 | 0.0% | — | 不变 |
| EPAC | ENERPAC TOOL GROUP CORP | $41.16万 | 0.00% | 11,478 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $41.46万 | 0.00% | 18,626 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $41.73万 | 0.00% | 2,117 | 16 | 0.8% | $3,154 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $42.01万 | 0.00% | 6,510 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $42.17万 | 0.00% | 5,118 | -139 | -2.6% | -$1.15万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $42.19万 | 0.00% | 16,834 | -707 | -4.0% | -$1.77万 | 减仓 |
| ING | ING GROEP N.V. | $42.19万 | 0.00% | 13,444 | -914 | -6.4% | -$2.87万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $42.20万 | 0.00% | 2,569 | 461 | 21.9% | $7.57万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $42.39万 | 0.00% | 16,782 | -27,745 | -62.3% | -$70.08万 | 减仓 |
| APA | APA CORPORATION | $42.45万 | 0.00% | 13,035 | -2,195 | -14.4% | -$7.15万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $42.52万 | 0.00% | 40,381 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $42.55万 | 0.00% | 2,583 | -3,403 | -56.8% | -$56.06万 | 减仓 |
| TPC | TUTOR PERINI CORP | $42.58万 | 0.00% | 5,132 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $42.90万 | 0.00% | 5,177 | -56 | -1.1% | -$4,641 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $42.90万 | 0.00% | 7,353 | -106 | -1.4% | -$6,185 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $43.07万 | 0.00% | 16,425 | 3,794 | 30.0% | $9.95万 | 加仓 |
| AROC | ARCHROCK INC | $43.32万 | 0.00% | 10,641 | 10,641 | — | $43.32万 | 新建仓 |
| ILCG | ISHARES TR | $43.33万 | 0.00% | 3,703 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $43.42万 | 0.00% | 15,738 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $43.44万 | 0.00% | 21,655 | -1,803 | -7.7% | -$3.62万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $43.50万 | 0.00% | 29,712 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL & GAS CORP | $43.56万 | 0.00% | 17,029 | -37 | -0.2% | -$946 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.63万 | 0.00% | 3,075 | -16 | -0.5% | -$2,270 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS | $43.69万 | 0.00% | 5,218 | 751 | 16.8% | $6.29万 | 加仓 |
| IYZ | ISHARES TR | $44.43万 | 0.00% | 10,502 | -119 | -1.1% | -$5,035 | 减仓 |
| FSLY | FASTLY INC | $44.56万 | 0.00% | 24,269 | 285 | 1.2% | $5,233 | 加仓 |
| CYTK | CYTOKINETICS INC | $44.60万 | 0.00% | 5,235 | 1,343 | 34.5% | $11.44万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $44.70万 | 0.00% | 30,743 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $44.70万 | 0.00% | 965 | 75 | 8.4% | $3.47万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $44.75万 | 0.00% | 7,246 | -30 | -0.4% | -$1,853 | 减仓 |
| EWZ | ISHARES INC | $44.85万 | 0.00% | 13,000 | 45 | 0.3% | $1,552 | 加仓 |
| IVZ | INVESCO LTD | $44.86万 | 0.00% | 16,999 | -134 | -0.8% | -$3,536 | 减仓 |
| RDDT | REDDIT INC | $44.89万 | 0.00% | 2,586 | 2,586 | — | $44.89万 | 新建仓 |
| PATK | PATRICK INDS INC | $45.08万 | 0.00% | 5,021 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $45.13万 | 0.00% | 5,317 | -5,246 | -49.7% | -$44.53万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $45.20万 | 0.00% | 8,752 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $45.36万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $45.42万 | 0.00% | 46,301 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $45.79万 | 0.00% | 14,089 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $46.04万 | 0.00% | 25,623 | 1,129 | 4.6% | $2.03万 | 加仓 |
| H | HYATT HOTELS CORP | $46.10万 | 0.00% | 2,378 | -185 | -7.2% | -$3.59万 | 减仓 |
| UBS | UBS GROUP AG | $46.15万 | 0.00% | 9,312 | -370 | -3.8% | -$1.83万 | 减仓 |
| WSFS | WSFS FINL CORP | $46.15万 | 0.00% | 6,015 | -500 | -7.7% | -$3.84万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $46.15万 | 0.00% | 12,437 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $46.40万 | 0.00% | 7,855 | 0 | 0.0% | — | 不变 |