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 |
|---|---|---|---|---|---|---|---|---|
| IGM | ISHARES TR | $63.07万 | 0.00% | 5,322 | 194 | 3.8% | $2.30万 | 加仓 |
| GLPI | GAMING & LEISURE P | $63.16万 | 0.00% | 14,235 | 498 | 3.6% | $2.21万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $63.39万 | 0.00% | 10,717 | -372 | -3.4% | -$2.20万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $63.41万 | 0.00% | 18,666 | 18,666 | — | $63.41万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP | $64.09万 | 0.00% | 24,783 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $64.10万 | 0.00% | 18,055 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $64.17万 | 0.00% | 13,098 | 13,098 | — | $64.17万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $64.39万 | 0.00% | 8,437 | -160 | -1.9% | -$1.22万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $64.50万 | 0.00% | 42,856 | 4,709 | 12.3% | $7.09万 | 加仓 |
| APA | APA CORPORATION | $64.64万 | 0.00% | 15,230 | 562 | 3.8% | $2.39万 | 加仓 |
| LII | LENNOX INTL INC | $64.84万 | 0.00% | 1,397 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $64.87万 | 0.00% | 10,301 | 10,301 | — | $64.87万 | 新建仓 |
| DNOW | DNOW INC | $64.98万 | 0.00% | 54,562 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $65.33万 | 0.00% | 12,639 | -692 | -5.2% | -$3.58万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $65.40万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $66.64万 | 0.00% | 10,958 | 2 | 0.0% | $122 | 加仓 |
| GSK | GSK PLC | $66.75万 | 0.00% | 12,094 | 4,276 | 54.7% | $23.60万 | 加仓 |
| USO | UNITED STS OIL FD LP | $67.06万 | 0.00% | 5,270 | 5,270 | — | $67.06万 | 新建仓 |
| SMH | VANECK ETF TRUST | $67.09万 | 0.00% | 1,750 | 1,750 | — | $67.09万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $67.64万 | 0.00% | 6,993 | -150 | -2.1% | -$1.45万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $67.85万 | 0.00% | 51,718 | -2,804 | -5.1% | -$3.68万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $67.90万 | 0.00% | 19,019 | 1,748 | 10.1% | $6.24万 | 加仓 |
| OSK | OSHKOSH CORP | $68.11万 | 0.00% | 4,627 | 400 | 9.5% | $5.89万 | 加仓 |
| OVV | OVINTIV INC | $68.43万 | 0.00% | 11,528 | -7 | -0.1% | -$416 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $68.45万 | 0.00% | 4,057 | 100 | 2.5% | $1.69万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $68.46万 | 0.00% | 1,737 | 1,737 | — | $68.46万 | 新建仓 |
| BCPC | BALCHEM CORP | $68.59万 | 0.00% | 4,047 | -407 | -9.1% | -$6.90万 | 减仓 |
| VDC | VANGUARD WORLD FD | $68.70万 | 0.00% | 3,059 | 198 | 6.9% | $4.45万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $69.68万 | 0.00% | 11,619 | 562 | 5.1% | $3.37万 | 加仓 |
| FSLY | FASTLY INC | $69.70万 | 0.00% | 23,984 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $69.72万 | 0.00% | 14,939 | 5,697 | 61.6% | $26.59万 | 加仓 |
| CMS | CMS ENERGY CORP | $69.87万 | 0.00% | 9,006 | 107 | 1.2% | $8,301 | 加仓 |
| NTNX | NUTANIX INC | $69.92万 | 0.00% | 18,395 | -1,296 | -6.6% | -$4.93万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $70.19万 | 0.00% | 20,204 | 20,204 | — | $70.19万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $70.83万 | 0.00% | 8,223 | 8,223 | — | $70.83万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $70.97万 | 0.00% | 3,362 | 331 | 10.9% | $6.99万 | 加仓 |
| BG | BUNGE GLOBAL SA | $71.05万 | 0.00% | 5,586 | 1,083 | 24.1% | $13.78万 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $71.57万 | 0.00% | 28,167 | 390 | 1.4% | $9,910 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $71.85万 | 0.00% | 12,172 | 7,567 | 164.3% | $44.67万 | 加仓 |
| EAGG | ISHARES TR | $72.39万 | 0.00% | 15,225 | 390 | 2.6% | $1.85万 | 加仓 |
| BROS | DUTCH BROS INC | $72.57万 | 0.00% | 14,324 | 521 | 3.8% | $2.64万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $73.06万 | 0.00% | 14,497 | -1,876 | -11.5% | -$9.46万 | 减仓 |
| SCI | SERVICE CORP INTL | $73.08万 | 0.00% | 8,857 | 145 | 1.7% | $1.20万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $73.15万 | 0.00% | 3,168 | 283 | 9.8% | $6.53万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $73.41万 | 0.00% | 3,757 | 122 | 3.4% | $2.38万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $73.64万 | 0.00% | 38,433 | 14,225 | 58.8% | $27.26万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $73.77万 | 0.00% | 22,165 | -9,709 | -30.5% | -$32.31万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $73.79万 | 0.00% | 32,419 | 16,482 | 103.4% | $37.51万 | 加仓 |
| ALB | ALBEMARLE CORP | $73.89万 | 0.00% | 4,116 | -619 | -13.1% | -$11.11万 | 减仓 |
| AMCR | AMCOR PLC | $74.01万 | 0.00% | 18,620 | 18,620 | — | $74.01万 | 新建仓 |
| MAS | MASCO CORP | $74.07万 | 0.00% | 12,269 | 239 | 2.0% | $1.44万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $74.28万 | 0.00% | 3,423 | -784 | -18.6% | -$17.01万 | 减仓 |
| SNOW | SNOWFLAKE INC | $74.41万 | 0.00% | 4,934 | -277 | -5.3% | -$4.18万 | 减仓 |
| GUNR | FLEXSHARES TR | $74.59万 | 0.00% | 13,522 | 3,661 | 37.1% | $20.19万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $74.67万 | 0.00% | 22,663 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $74.82万 | 0.00% | 7,339 | -11,582 | -61.2% | -$118.08万 | 减仓 |
| FSLR | FIRST SOLAR INC | $75.39万 | 0.00% | 3,822 | 1,676 | 78.1% | $33.06万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $75.42万 | 0.00% | 9,772 | 4,445 | 83.4% | $34.31万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $75.55万 | 0.00% | 1,274 | 3 | 0.2% | $1,779 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $75.75万 | 0.00% | 35,381 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $75.99万 | 0.00% | 9,212 | 6,202 | 206.0% | $51.16万 | 加仓 |
| MPLX | MPLX LP | $76.09万 | 0.00% | 13,333 | 1,809 | 15.7% | $10.32万 | 加仓 |
| NUMG | NUSHARES ETF TR | $76.16万 | 0.00% | 18,539 | -552 | -2.9% | -$2.27万 | 减仓 |
| CCJ | CAMECO CORP | $76.31万 | 0.00% | 7,026 | 662 | 10.4% | $7.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $77.27万 | 0.00% | 12,373 | -135 | -1.1% | -$8,431 | 减仓 |
| SON | SONOCO PRODS CO | $77.86万 | 0.00% | 14,394 | -791 | -5.2% | -$4.28万 | 减仓 |
| CAVA | CAVA GROUP INC | $78.12万 | 0.00% | 9,656 | 125 | 1.3% | $1.01万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $78.25万 | 0.00% | 3,833 | -91 | -2.3% | -$1.86万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $78.95万 | 0.00% | 4,577 | 26 | 0.6% | $4,485 | 加仓 |
| NVO | NOVO-NORDISK A S | $79.02万 | 0.00% | 21,501 | 1,971 | 10.1% | $7.24万 | 加仓 |
| IHI | ISHARES TR | $79.30万 | 0.00% | 14,864 | 6,314 | 73.8% | $33.69万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $79.76万 | 0.00% | 7,376 | 7,376 | — | $79.76万 | 新建仓 |
| ESGE | ISHARES INC | $79.87万 | 0.00% | 17,566 | 698 | 4.1% | $3.17万 | 加仓 |
| WHR | WHIRLPOOL CORP | $80.56万 | 0.00% | 14,940 | -5,741 | -27.8% | -$30.96万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $81.19万 | 0.00% | 15,310 | -20 | -0.1% | -$1,061 | 减仓 |
| VNO | VORNADO RLTY TR | $81.19万 | 0.00% | 31,240 | -118 | -0.4% | -$3,067 | 减仓 |
| NULG | NUSHARES ETF TR | $81.25万 | 0.00% | 8,935 | -341 | -3.7% | -$3.10万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $81.45万 | 0.00% | 10,641 | 3,025 | 39.7% | $23.15万 | 加仓 |
| MUSA | MURPHY USA INC | $81.50万 | 0.00% | 1,650 | -36 | -2.1% | -$1.78万 | 减仓 |
| TOL | TOLL BROTHERS INC | $81.69万 | 0.00% | 5,986 | 3,440 | 135.1% | $46.95万 | 加仓 |
| RVTY | REVVITY INC | $81.78万 | 0.00% | 9,335 | -13 | -0.1% | -$1,139 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $81.96万 | 0.00% | 6,418 | -42 | -0.7% | -$5,364 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $82.00万 | 0.00% | 11,564 | 181 | 1.6% | $1.28万 | 加仓 |
| DLTR | DOLLAR TREE INC | $82.17万 | 0.00% | 7,503 | 68 | 0.9% | $7,447 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $82.31万 | 0.00% | 8,982 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $82.50万 | 0.00% | 20,452 | 1,583 | 8.4% | $6.39万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $82.55万 | 0.00% | 5,308 | -47 | -0.9% | -$7,309 | 减仓 |
| ESML | ISHARES TR | $83.32万 | 0.00% | 17,721 | -961 | -5.1% | -$4.52万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $83.38万 | 0.00% | 40,854 | 235 | 0.6% | $4,796 | 加仓 |
| EG | EVEREST GROUP LTD | $83.64万 | 0.00% | 2,559 | -4 | -0.2% | -$1,307 | 减仓 |
| — | MASIMO CORP | $84.15万 | 0.00% | 4,731 | -13,145 | -73.5% | -$233.81万 | 减仓 |
| FFIV | F5 INC | $84.51万 | 0.00% | 2,921 | 707 | 31.9% | $20.46万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $84.61万 | 0.00% | 6,767 | -277 | -3.9% | -$3.46万 | 减仓 |
| INGR | INGREDION INC | $84.78万 | 0.00% | 7,525 | 242 | 3.3% | $2.73万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $84.94万 | 0.00% | 18,767 | 14,060 | 298.7% | $63.64万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $85.13万 | 0.00% | 4,163 | -443 | -9.6% | -$9.06万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $85.54万 | 0.00% | 13,067 | -339 | -2.5% | -$2.22万 | 减仓 |
| USHY | ISHARES TR | $85.82万 | 0.00% | 23,294 | 13,186 | 130.5% | $48.58万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $86.43万 | 0.00% | 4,194 | 940 | 28.9% | $19.37万 | 加仓 |
| NTRA | NATERA INC | $86.92万 | 0.00% | 4,346 | -103 | -2.3% | -$2.06万 | 减仓 |