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 |
|---|---|---|---|---|---|---|---|---|
| DECK | DECKERS OUTDOOR CORP | $46.48万 | 0.00% | 4,644 | 590 | 14.6% | $5.91万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $46.64万 | 0.00% | 5,055 | 861 | 20.5% | $7.94万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $46.77万 | 0.00% | 3,456 | 654 | 23.3% | $8.85万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO | $46.91万 | 0.00% | 14,471 | -1,880 | -11.5% | -$6.09万 | 减仓 |
| EXP | EAGLE MATLS INC | $47.23万 | 0.00% | 2,493 | -573 | -18.7% | -$10.86万 | 减仓 |
| SMTC | SEMTECH CORP | $47.25万 | 0.00% | 6,145 | 1,198 | 24.2% | $9.21万 | 加仓 |
| MKC | MCCORMICK & CO INC | $47.42万 | 0.00% | 9,401 | 1,286 | 15.8% | $6.49万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $47.54万 | 0.00% | 14,609 | -158 | -1.1% | -$5,141 | 减仓 |
| VCYT | VERACYTE INC | $47.55万 | 0.00% | 14,761 | 2,693 | 22.3% | $8.67万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $47.63万 | 0.00% | 1,828 | 217 | 13.5% | $5.65万 | 加仓 |
| COKE | COCA COLA CONS INC | $47.74万 | 0.00% | 2,490 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $48.07万 | 0.00% | 17,150 | 17,150 | — | $48.07万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $48.27万 | 0.00% | 1,624 | -199 | -10.9% | -$5.91万 | 减仓 |
| DOCU | DOCUSIGN INC | $48.38万 | 0.00% | 10,205 | -61 | -0.6% | -$2,892 | 减仓 |
| CACI | CACI INTL INC | $48.40万 | 0.00% | 890 | -76 | -7.9% | -$4.13万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $48.44万 | 0.00% | 2,070 | 1,138 | 122.1% | $26.63万 | 加仓 |
| SONY | SONY GROUP CORP | $48.56万 | 0.00% | 23,458 | -3,564 | -13.2% | -$7.38万 | 减仓 |
| SBCF | SEACOAST BKG CORP FLA | $48.57万 | 0.00% | 16,035 | -325 | -2.0% | -$9,844 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $48.73万 | 0.00% | 6,717 | 2,970 | 79.3% | $21.55万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $49.33万 | 0.00% | 15,646 | 5,391 | 52.6% | $17.00万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $49.43万 | 0.00% | 13,380 | -84 | -0.6% | -$3,103 | 减仓 |
| EWZ | ISHARES INC | $49.73万 | 0.00% | 12,955 | 12,955 | — | $49.73万 | 新建仓 |
| TLT | ISHARES TR | $49.76万 | 0.00% | 5,740 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $49.97万 | 0.00% | 2,939 | -347 | -10.6% | -$5.90万 | 减仓 |
| ARW | ARROW ELECTRS INC | $49.98万 | 0.00% | 3,485 | 497 | 16.6% | $7.13万 | 加仓 |
| EIX | EDISON INTL | $50.21万 | 0.00% | 6,861 | -387 | -5.3% | -$2.83万 | 减仓 |
| MSTR | STRATEGY INC | $50.47万 | 0.00% | 4,044 | 497 | 14.0% | $6.20万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $50.48万 | 0.00% | 3,057 | -1,027 | -25.1% | -$16.96万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $50.65万 | 0.00% | 7,057 | 2,252 | 46.9% | $16.16万 | 加仓 |
| TKR | TIMKEN CO | $50.79万 | 0.00% | 5,050 | 15 | 0.3% | $1,509 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $50.85万 | 0.00% | 29,965 | 10,139 | 51.1% | $17.21万 | 加仓 |
| VIS | VANGUARD WORLD FD | $50.92万 | 0.00% | 1,631 | 484 | 42.2% | $15.11万 | 加仓 |
| DCO | DUCOMMUN INC DEL | $51.00万 | 0.00% | 4,180 | -80 | -1.9% | -$9,760 | 减仓 |
| FNB | F N B CORP | $51.10万 | 0.00% | 30,565 | 5,996 | 24.4% | $10.03万 | 加仓 |
| IYC | ISHARES TR | $51.22万 | 0.00% | 5,285 | 0 | 0.0% | — | 不变 |
| WCC | WESCO INTL INC | $51.39万 | 0.00% | 1,878 | 78 | 4.3% | $2.13万 | 加仓 |
| ABCB | AMERIS BANCORP | $51.49万 | 0.00% | 6,602 | -1,665 | -20.1% | -$12.99万 | 减仓 |
| AVNT | AVIENT CORPORATION | $51.61万 | 0.00% | 14,218 | -1,950 | -12.1% | -$7.08万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $51.81万 | 0.00% | 8,301 | -81 | -1.0% | -$5,056 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $52.02万 | 0.00% | 9,205 | -185 | -2.0% | -$1.05万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $52.28万 | 0.00% | 48,677 | 1,853 | 4.0% | $1.99万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $52.31万 | 0.00% | 1,283 | -584 | -31.3% | -$23.81万 | 减仓 |
| EVR | EVERCORE INC | $52.36万 | 0.00% | 1,754 | -24 | -1.3% | -$7,164 | 减仓 |
| NXT | NEXTPOWER INC | $52.44万 | 0.00% | 4,350 | 700 | 19.2% | $8.44万 | 加仓 |
| NI | NISOURCE INC | $52.44万 | 0.00% | 11,239 | 496 | 4.6% | $2.31万 | 加仓 |
| KSPI | KASPI KZ JSC | $52.55万 | 0.00% | 7,095 | 1,418 | 25.0% | $10.50万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $52.67万 | 0.00% | 8,343 | 34 | 0.4% | $2,146 | 加仓 |
| IGIB | ISHARES TR | $53.00万 | 0.00% | 9,959 | 577 | 6.2% | $3.07万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $53.30万 | 0.00% | 24,494 | 161 | 0.7% | $3,503 | 加仓 |
| TRU | TRANSUNION | $53.31万 | 0.00% | 7,705 | -261 | -3.3% | -$1.81万 | 减仓 |
| RSMC | TIDAL TRUST III | $53.31万 | 0.00% | 21,462 | 21,462 | — | $53.31万 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $53.53万 | 0.00% | 8,118 | -925 | -10.2% | -$6.10万 | 减仓 |
| CLH | CLEAN HARBORS INC | $53.68万 | 0.00% | 1,872 | 382 | 25.6% | $10.95万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $53.78万 | 0.00% | 3,888 | 1,444 | 59.1% | $19.97万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $53.88万 | 0.00% | 17,066 | -351 | -2.0% | -$1.11万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $54.17万 | 0.00% | 14,089 | 14,089 | — | $54.17万 | 新建仓 |
| MDB | MONGODB INC | $54.36万 | 0.00% | 2,221 | 38 | 1.7% | $9,301 | 加仓 |
| HEDJ | WISDOMTREE TR | $54.60万 | 0.00% | 10,440 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $54.71万 | 0.00% | 11,488 | 240 | 2.1% | $1.14万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $54.75万 | 0.00% | 4,364 | 585 | 15.5% | $7.34万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $54.95万 | 0.00% | 8,820 | 8,820 | — | $54.95万 | 新建仓 |
| IGV | ISHARES TR | $55.01万 | 0.00% | 6,872 | 6,872 | — | $55.01万 | 新建仓 |
| AGCO | AGCO CORP | $55.56万 | 0.00% | 4,795 | -273 | -5.4% | -$3.16万 | 减仓 |
| PATK | PATRICK INDS INC | $55.77万 | 0.00% | 5,021 | -1,275 | -20.3% | -$14.16万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $56.30万 | 0.00% | 21,381 | -186 | -0.9% | -$4,897 | 减仓 |
| VXF | VANGUARD INDEX FDS | $56.33万 | 0.00% | 2,737 | 487 | 21.6% | $10.02万 | 加仓 |
| MGK | VANGUARD WORLD FD | $56.48万 | 0.00% | 1,537 | 271 | 21.4% | $9.96万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $56.55万 | 0.00% | 9,549 | 682 | 7.7% | $4.04万 | 加仓 |
| ESGU | ISHARES TR | $56.79万 | 0.00% | 4,016 | 371 | 10.2% | $5.25万 | 加仓 |
| NOVT | NOVANTA INC | $56.87万 | 0.00% | 4,815 | -321 | -6.2% | -$3.79万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $56.96万 | 0.00% | 9,847 | -515 | -5.0% | -$2.98万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $57.22万 | 0.00% | 3,472 | 25 | 0.7% | $4,120 | 加仓 |
| BRO | BROWN & BROWN INC | $57.53万 | 0.00% | 8,822 | -116 | -1.3% | -$7,564 | 减仓 |
| AR | ANTERO RESOURCES CORP | $57.62万 | 0.00% | 13,578 | 1,399 | 11.5% | $5.94万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $57.97万 | 0.00% | 13,577 | 50 | 0.4% | $2,135 | 加仓 |
| XPO | XPO INC | $58.58万 | 0.00% | 3,011 | 247 | 8.9% | $4.81万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $58.61万 | 0.00% | 25,393 | -1,032 | -3.9% | -$2.38万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $59.10万 | 0.00% | 21,546 | -13,000 | -37.6% | -$35.66万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $59.13万 | 0.00% | 2,982 | 338 | 12.8% | $6.70万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $59.30万 | 0.00% | 6,305 | 6,305 | — | $59.30万 | 新建仓 |
| MTDR | MATADOR RES CO | $59.68万 | 0.00% | 9,446 | -190 | -2.0% | -$1.20万 | 减仓 |
| AIZ | ASSURANT INC | $60.14万 | 0.00% | 2,761 | 915 | 49.6% | $19.93万 | 加仓 |
| SSO | PROSHARES TR | $60.28万 | 0.00% | 11,620 | 2,630 | 29.3% | $13.64万 | 加仓 |
| SAP | SAP SE | $60.63万 | 0.00% | 3,541 | 409 | 13.1% | $7.00万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $60.70万 | 0.00% | 24,635 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $60.78万 | 0.00% | 8,164 | 1,224 | 17.6% | $9.11万 | 加仓 |
| HUM | HUMANA INC | $61.17万 | 0.00% | 3,528 | -2,233 | -38.8% | -$38.72万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $61.31万 | 0.00% | 8,165 | 54 | 0.7% | $4,055 | 加仓 |
| SKY | CHAMPION HOMES INC | $61.42万 | 0.00% | 8,259 | -830 | -9.1% | -$6.17万 | 减仓 |
| HROW | HARROW INC | $61.46万 | 0.00% | 17,430 | 17,430 | — | $61.46万 | 新建仓 |
| REG | REGENCY CTRS CORP | $61.54万 | 0.00% | 8,134 | -252 | -3.0% | -$1.91万 | 减仓 |
| — | CHART INDS INC | $61.57万 | 0.00% | 2,978 | 2,978 | — | $61.57万 | 新建仓 |
| GEN | GEN DIGITAL INC | $61.62万 | 0.00% | 32,722 | -835 | -2.5% | -$1.57万 | 减仓 |
| UGI | UGI CORP NEW | $61.63万 | 0.00% | 16,923 | 1,015 | 6.4% | $3.70万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $61.66万 | 0.00% | 21,202 | 8,177 | 62.8% | $23.78万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $61.80万 | 0.00% | 6,715 | -145 | -2.1% | -$1.33万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $62.21万 | 0.00% | 11,618 | 1,378 | 13.5% | $7.38万 | 加仓 |
| RGLD | ROYAL GOLD INC | $62.63万 | 0.00% | 2,461 | 88 | 3.7% | $2.24万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $62.76万 | 0.00% | 6,987 | -442 | -5.9% | -$3.97万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $63.05万 | 0.00% | 8,529 | 327 | 4.0% | $2.42万 | 加仓 |