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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TR EXCHANGE-TRADED FD | $62.10万 | 0.00% | 2,346 | 276 | 13.3% | $7.31万 | 加仓 |
| GUNR | FLEXSHARES TR | $62.54万 | 0.00% | 12,691 | -831 | -6.1% | -$4.10万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $62.67万 | 0.00% | 6,305 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $62.88万 | 0.00% | 3,680 | 3,680 | — | $62.88万 | 新建仓 |
| WCC | WESCO INTL INC | $63.21万 | 0.00% | 1,830 | -48 | -2.6% | -$1.66万 | 减仓 |
| HQY | HEALTHEQUITY INC | $63.25万 | 0.00% | 7,003 | 2,450 | 53.8% | $22.13万 | 加仓 |
| SCZ | ISHARES TR | $63.45万 | 0.00% | 7,712 | 2,386 | 44.8% | $19.63万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $63.60万 | 0.00% | 7,698 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $63.66万 | 0.00% | 14,296 | 61 | 0.4% | $2,716 | 加仓 |
| MGK | VANGUARD WORLD FD | $63.73万 | 0.00% | 7,250 | -435 | -5.7% | -$3.82万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $63.95万 | 0.00% | 6,441 | 1,797 | 38.7% | $17.84万 | 加仓 |
| FTI | TECHNIPFMC PLC | $64.38万 | 0.00% | 9,711 | 9,711 | — | $64.38万 | 新建仓 |
| OSK | OSHKOSH CORP | $64.42万 | 0.00% | 4,197 | -430 | -9.3% | -$6.60万 | 减仓 |
| ESGU | ISHARES TR | $64.50万 | 0.00% | 3,941 | -75 | -1.9% | -$1.23万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $64.54万 | 0.00% | 4,023 | 551 | 15.9% | $8.84万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $64.96万 | 0.00% | 3,362 | 305 | 10.0% | $5.89万 | 加仓 |
| CMS | CMS ENERGY CORP | $65.02万 | 0.00% | 8,499 | -507 | -5.6% | -$3.88万 | 减仓 |
| AGX | ARGAN INC | $65.08万 | 0.00% | 815 | 815 | — | $65.08万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $65.31万 | 0.00% | 3,878 | -316 | -7.5% | -$5.32万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $65.34万 | 0.00% | 3,698 | 242 | 7.0% | $4.28万 | 加仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $65.42万 | 0.00% | 8,343 | 0 | 0.0% | — | 不变 |
| LGN | LEGENCE CORP | $66.62万 | 0.00% | 7,816 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $66.88万 | 0.00% | 8,530 | 1 | 0.0% | $78 | 加仓 |
| SUSL | ISHARES TR | $67.15万 | 0.00% | 5,058 | 2,834 | 127.4% | $37.62万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $67.21万 | 0.00% | 20,536 | -845 | -4.0% | -$2.77万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $68.09万 | 0.00% | 5,297 | 242 | 4.8% | $3.11万 | 加仓 |
| BCPC | BALCHEM CORP | $68.37万 | 0.00% | 4,047 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $68.66万 | 0.00% | 3,045 | -14 | -0.5% | -$3,157 | 减仓 |
| DG | DOLLAR GEN CORP | $69.00万 | 0.00% | 5,994 | -1,428 | -19.2% | -$16.44万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $69.05万 | 0.00% | 21,546 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $69.17万 | 0.00% | 18,155 | -864 | -4.5% | -$3.29万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $69.27万 | 0.00% | 13,380 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $69.75万 | 0.00% | 13,629 | -1,227 | -8.3% | -$6.28万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $69.86万 | 0.00% | 4,567 | 4,567 | — | $69.86万 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $70.26万 | 0.00% | 10,665 | -10,800 | -50.3% | -$71.15万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $70.45万 | 0.00% | 13,574 | -3 | -0.0% | -$156 | 减仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $70.55万 | 0.00% | 2,232 | 430 | 23.9% | $13.59万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $70.56万 | 0.00% | 6,981 | -12 | -0.2% | -$1,213 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $70.62万 | 0.00% | 17,553 | -4,882 | -21.8% | -$19.64万 | 减仓 |
| AIZ | ASSURANT INC | $70.68万 | 0.00% | 2,632 | -129 | -4.7% | -$3.46万 | 减仓 |
| DNOW | DNOW INC | $70.77万 | 0.00% | 54,562 | 0 | 0.0% | — | 不变 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $70.87万 | 0.00% | 20,547 | -5,073 | -19.8% | -$17.50万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $71.10万 | 0.00% | 18,359 | -426 | -2.3% | -$1.65万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $71.26万 | 0.00% | 13,959 | 1,787 | 14.7% | $9.12万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $71.56万 | 0.00% | 18,116 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $71.63万 | 0.00% | 7,032 | 6 | 0.1% | $611 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $72.18万 | 0.00% | 24,635 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $72.24万 | 0.00% | 9,205 | -451 | -4.7% | -$3.54万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $72.25万 | 0.00% | 10,636 | -81 | -0.8% | -$5,502 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $72.38万 | 0.00% | 10,330 | -1,289 | -11.1% | -$9.03万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $72.52万 | 0.00% | 3,171 | -6 | -0.2% | -$1,372 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $72.54万 | 0.00% | 9,458 | -314 | -3.2% | -$2.41万 | 减仓 |
| EAGG | ISHARES TR | $72.56万 | 0.00% | 15,305 | 80 | 0.5% | $3,793 | 加仓 |
| VXF | VANGUARD INDEX FDS | $72.61万 | 0.00% | 2,949 | 212 | 7.7% | $5.22万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $72.70万 | 0.00% | 2,841 | -327 | -10.3% | -$8.37万 | 减仓 |
| SKY | CHAMPION HOMES INC | $72.78万 | 0.00% | 8,259 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $73.08万 | 0.00% | 10,729 | -229 | -2.1% | -$1.56万 | 减仓 |
| TKR | TIMKEN CO | $73.39万 | 0.00% | 5,050 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $73.59万 | 0.00% | 19,879 | -3,415 | -14.7% | -$12.64万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $73.60万 | 0.00% | 10,894 | 1,345 | 14.1% | $9.09万 | 加仓 |
| GMED | GLOBUS MED INC | $73.89万 | 0.00% | 9,352 | -2,696 | -22.4% | -$21.30万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $73.89万 | 0.00% | 42,589 | -267 | -0.6% | -$4,632 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $74.06万 | 0.00% | 9,205 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $74.65万 | 0.00% | 3,498 | 13 | 0.4% | $2,774 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $74.79万 | 0.00% | 25,318 | -75 | -0.3% | -$2,216 | 减仓 |
| RAL | RALLIANT CORP | $74.83万 | 0.00% | 10,163 | 415 | 4.3% | $3.06万 | 加仓 |
| MPLX | MPLX LP | $75.10万 | 0.00% | 13,333 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $75.10万 | 0.00% | 7,930 | 405 | 5.4% | $3.84万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $75.24万 | 0.00% | 41,640 | -7,037 | -14.5% | -$12.72万 | 减仓 |
| LII | LENNOX INTL INC | $75.29万 | 0.00% | 1,314 | -83 | -5.9% | -$4.76万 | 减仓 |
| FIVE | FIVE BELOW INC | $75.42万 | 0.00% | 4,195 | 3,205 | 323.7% | $57.62万 | 加仓 |
| MDB | MONGODB INC | $76.15万 | 0.00% | 2,267 | 46 | 2.1% | $1.55万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $76.26万 | 0.00% | 24,783 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC | $76.34万 | 0.00% | 6,018 | 6,018 | — | $76.34万 | 新建仓 |
| AA | ALCOA CORP | $76.82万 | 0.00% | 14,734 | -353 | -2.3% | -$1.84万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $77.65万 | 0.00% | 11,453 | -165 | -1.4% | -$1.12万 | 减仓 |
| HEI/A | HEICO CORP NEW | $77.81万 | 0.00% | 3,017 | -345 | -10.3% | -$8.90万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $77.81万 | 0.00% | 25,964 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $78.30万 | 0.00% | 11,620 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $78.40万 | 0.00% | 1,447 | 173 | 13.6% | $9.37万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $78.43万 | 0.00% | 6,983 | 216 | 3.2% | $2.43万 | 加仓 |
| SMP | STANDARD MTR PRODS INC | $78.73万 | 0.00% | 20,204 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $78.77万 | 0.00% | 21,802 | 600 | 2.8% | $2.17万 | 加仓 |
| SON | SONOCO PRODS CO | $79.31万 | 0.00% | 14,074 | -320 | -2.2% | -$1.80万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $80.19万 | 0.00% | 3,702 | -55 | -1.5% | -$1.19万 | 减仓 |
| NUMG | NUSHARES ETF TR | $80.80万 | 0.00% | 17,207 | -1,332 | -7.2% | -$6.26万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $80.83万 | 0.00% | 3,801 | -32 | -0.8% | -$6,805 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $80.99万 | 0.00% | 5,447 | -330 | -5.7% | -$4.91万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $81.56万 | 0.00% | 22,493 | -170 | -0.8% | -$6,164 | 减仓 |
| FDS | FACTSET RESH SYS INC | $81.59万 | 0.00% | 3,546 | 123 | 3.6% | $2.83万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $82.09万 | 0.00% | 32,017 | -402 | -1.2% | -$1.03万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $82.46万 | 0.00% | 16,277 | 16,277 | — | $82.46万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $82.77万 | 0.00% | 40,634 | -220 | -0.5% | -$4,481 | 减仓 |
| AMCR | AMCOR PLC | $83.14万 | 0.00% | 19,179 | 559 | 3.0% | $2.42万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $83.14万 | 0.00% | 19,255 | -4,238 | -18.0% | -$18.30万 | 减仓 |
| FSLR | FIRST SOLAR INC | $83.81万 | 0.00% | 3,552 | -270 | -7.1% | -$6.37万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $84.27万 | 0.00% | 16,027 | 46 | 0.3% | $2,419 | 加仓 |
| NEO | NEOGENOMICS INC | $84.71万 | 0.00% | 58,063 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $85.42万 | 0.00% | 5,222 | -100 | -1.9% | -$1.64万 | 减仓 |
| SMTC | SEMTECH CORP | $85.59万 | 0.00% | 5,288 | -857 | -13.9% | -$13.87万 | 减仓 |