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 |
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INC | $87.17万 | 0.00% | 6,928 | -1,282 | -15.6% | -$16.13万 | 减仓 |
| GDDY | GODADDY INC | $87.32万 | 0.00% | 10,563 | -7,028 | -40.0% | -$58.10万 | 减仓 |
| SEIC | SEI INVTS CO | $87.42万 | 0.00% | 11,140 | 1,080 | 10.7% | $8.47万 | 加仓 |
| F | FORD MTR CO | $87.99万 | 0.00% | 76,251 | 23,151 | 43.6% | $26.72万 | 加仓 |
| DG | DOLLAR GEN CORP | $88.12万 | 0.00% | 7,422 | 238 | 3.3% | $2.83万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $88.23万 | 0.00% | 17,176 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $88.24万 | 0.00% | 10,953 | 6,170 | 129.0% | $49.71万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $88.28万 | 0.00% | 18,116 | 6,474 | 55.6% | $31.55万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $88.49万 | 0.00% | 11,916 | 175 | 1.5% | $1.30万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $88.57万 | 0.00% | 25,620 | -6,490 | -20.2% | -$22.44万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $88.65万 | 0.00% | 6,767 | 634 | 10.3% | $8.31万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $89.19万 | 0.00% | 37,273 | 2,005 | 5.7% | $4.80万 | 加仓 |
| RGEF | TIDAL TRUST III | $90.16万 | 0.00% | 30,000 | 30,000 | — | $90.16万 | 新建仓 |
| R | RYDER SYS INC | $90.17万 | 0.00% | 4,405 | 1,861 | 73.2% | $38.10万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $90.72万 | 0.00% | 4,339 | 46 | 1.1% | $9,618 | 加仓 |
| GDX | VANECK ETF TRUST | $91.03万 | 0.00% | 9,919 | 2,502 | 33.7% | $22.96万 | 加仓 |
| PCG | PG&E CORP | $91.28万 | 0.00% | 51,953 | -802 | -1.5% | -$1.41万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $91.35万 | 0.00% | 4,569 | 69 | 1.5% | $1.38万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $91.99万 | 0.00% | 10,820 | 103 | 1.0% | $8,757 | 加仓 |
| SOLV | SOLVENTUM CORP | $92.00万 | 0.00% | 14,089 | -196 | -1.4% | -$1.28万 | 减仓 |
| ACWI | ISHARES TR | $92.44万 | 0.00% | 6,681 | -2,245 | -25.2% | -$31.06万 | 减仓 |
| PHIN | PHINIA INC | $92.72万 | 0.00% | 13,547 | -100 | -0.7% | -$6,844 | 减仓 |
| MTN | VAIL RESORTS INC | $93.76万 | 0.00% | 7,307 | 490 | 7.2% | $6.29万 | 加仓 |
| WRB | BERKLEY W R CORP | $93.97万 | 0.00% | 14,177 | 2,371 | 20.1% | $15.71万 | 加仓 |
| BHF | BRIGHTHOUSE FINL INC | $94.01万 | 0.00% | 15,700 | -3 | -0.0% | -$180 | 减仓 |
| MOO | VANECK ETF TRUST | $94.03万 | 0.00% | 11,128 | 100 | 0.9% | $8,450 | 加仓 |
| VTR | VENTAS INC | $94.10万 | 0.00% | 11,507 | 627 | 5.8% | $5.13万 | 加仓 |
| CSL | CARLISLE COS INC | $94.31万 | 0.00% | 2,827 | -11 | -0.4% | -$3,670 | 减仓 |
| KHC | KRAFT HEINZ CO | $94.48万 | 0.00% | 42,011 | 2,472 | 6.3% | $5.56万 | 加仓 |
| IUSV | ISHARES TR | $95.72万 | 0.00% | 9,361 | -100 | -1.1% | -$1.02万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $95.98万 | 0.00% | 15,981 | 7,344 | 85.0% | $44.11万 | 加仓 |
| RS | RELIANCE INC | $96.01万 | 0.00% | 3,159 | 60 | 1.9% | $1.82万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $96.27万 | 0.00% | 44,527 | 5,719 | 14.7% | $12.36万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $96.31万 | 0.00% | 13,107 | -664 | -4.8% | -$4.88万 | 减仓 |
| TRMB | TRIMBLE INC | $96.91万 | 0.00% | 14,856 | -283 | -1.9% | -$1.85万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $97.04万 | 0.00% | 4,370 | -2,912 | -40.0% | -$64.67万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $97.25万 | 0.00% | 53,967 | 4,797 | 9.8% | $8.64万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC | $97.26万 | 0.00% | 21,900 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $97.54万 | 0.00% | 20,186 | 835 | 4.3% | $4.03万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $97.59万 | 0.00% | 7,667 | 1,941 | 33.9% | $24.71万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $97.59万 | 0.00% | 15,570 | 8,271 | 113.3% | $51.84万 | 加仓 |
| VFH | VANGUARD WORLD FD | $97.83万 | 0.00% | 8,098 | 1,643 | 25.5% | $19.85万 | 加仓 |
| XBI | SPDR SERIES TRUST | $98.16万 | 0.00% | 7,685 | 4,425 | 135.7% | $56.52万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $98.25万 | 0.00% | 14,177 | 2,552 | 22.0% | $17.69万 | 加仓 |
| DVA | DAVITA INC | $98.36万 | 0.00% | 6,400 | -95 | -1.5% | -$1.46万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $98.67万 | 0.00% | 17,966 | 17,966 | — | $98.67万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $98.89万 | 0.00% | 9,738 | -300 | -3.0% | -$3.05万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $99.59万 | 0.00% | 8,155 | 87 | 1.1% | $1.06万 | 加仓 |
| AA | ALCOA CORP | $100.07万 | 0.00% | 15,087 | 822 | 5.8% | $5.45万 | 加仓 |
| DASH | DOORDASH INC | $100.38万 | 0.00% | 6,685 | 161 | 2.5% | $2.42万 | 加仓 |
| ITB | ISHARES TR | $100.69万 | 0.00% | 11,120 | 303 | 2.8% | $2.74万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $101.12万 | 0.00% | 20,866 | 2,034 | 10.8% | $9.86万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $101.68万 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $103.39万 | 0.01% | 5,777 | 114 | 2.0% | $2.04万 | 加仓 |
| UNM | UNUM GROUP | $103.44万 | 0.01% | 14,164 | 742 | 5.5% | $5.42万 | 加仓 |
| — | WEBSTER FINL CORP | $103.51万 | 0.01% | 14,910 | -3,733 | -20.0% | -$25.91万 | 减仓 |
| GMED | GLOBUS MED INC | $103.81万 | 0.01% | 12,048 | 1,583 | 15.1% | $13.64万 | 加仓 |
| IJS | ISHARES TR | $103.94万 | 0.01% | 8,775 | 1,300 | 17.4% | $15.40万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $104.45万 | 0.01% | 28,222 | -3,099 | -9.9% | -$11.47万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $104.83万 | 0.01% | 2,574 | 414 | 19.2% | $16.86万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $104.83万 | 0.01% | 5,824 | -1,391 | -19.3% | -$25.04万 | 减仓 |
| GPN | GLOBAL PMTS INC | $105.08万 | 0.01% | 15,613 | 1,761 | 12.7% | $11.85万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $106.26万 | 0.01% | 23,493 | 1,758 | 8.1% | $7.95万 | 加仓 |
| BSY | BENTLEY SYS INC | $106.29万 | 0.01% | 30,265 | -59,792 | -66.4% | -$209.99万 | 减仓 |
| DGRO | ISHARES TR | $106.32万 | 0.01% | 15,149 | 5,397 | 55.3% | $37.88万 | 加仓 |
| O | REALTY INCOME CORP | $106.93万 | 0.01% | 17,478 | -2,036 | -10.4% | -$12.46万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $107.06万 | 0.01% | 22,435 | 2,776 | 14.1% | $13.25万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $107.59万 | 0.01% | 19,969 | -85 | -0.4% | -$4,580 | 减仓 |
| SNA | SNAP ON INC | $108.31万 | 0.01% | 2,982 | -118 | -3.8% | -$4.29万 | 减仓 |
| BWA | BORGWARNER INC | $108.59万 | 0.01% | 20,013 | 149 | 0.8% | $8,085 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $108.80万 | 0.01% | 11,660 | 6,873 | 143.6% | $64.13万 | 加仓 |
| MKSI | MKS INC. | $109.44万 | 0.01% | 4,762 | -26 | -0.5% | -$5,975 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $109.49万 | 0.01% | 5,167 | 365 | 7.6% | $7.73万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $110.50万 | 0.01% | 25,964 | -47 | -0.2% | -$2,000 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $111.20万 | 0.01% | 1,838 | 8 | 0.4% | $4,840 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $111.33万 | 0.01% | 3,450 | 46 | 1.4% | $1.48万 | 加仓 |
| SJM | SMUCKER J M CO | $111.88万 | 0.01% | 11,601 | 1,081 | 10.3% | $10.43万 | 加仓 |
| ILMN | ILLUMINA INC | $111.88万 | 0.01% | 9,077 | 127 | 1.4% | $1.57万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $112.11万 | 0.01% | 13,389 | 22 | 0.2% | $1,842 | 加仓 |
| NULV | NUSHARES ETF TR | $112.48万 | 0.01% | 24,721 | 556 | 2.3% | $2.53万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $114.64万 | 0.01% | 24,418 | 24,418 | — | $114.64万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $115.09万 | 0.01% | 3,959 | -56 | -1.4% | -$1.63万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $115.25万 | 0.01% | 18,785 | 1,278 | 7.3% | $7.84万 | 加仓 |
| XYL | XYLEM INC | $115.42万 | 0.01% | 9,659 | 3,790 | 64.6% | $45.29万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $115.43万 | 0.01% | 17,860 | -82 | -0.5% | -$5,300 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $116.15万 | 0.01% | 21,465 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $117.98万 | 0.01% | 20,815 | 13,862 | 199.4% | $78.57万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $119.55万 | 0.01% | 11,866 | -200 | -1.7% | -$2.01万 | 减仓 |
| IYR | ISHARES TR | $120.03万 | 0.01% | 12,693 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $120.38万 | 0.01% | 10,268 | -251 | -2.4% | -$2.94万 | 减仓 |
| VHT | VANGUARD WORLD FD | $120.45万 | 0.01% | 4,423 | 370 | 9.1% | $10.08万 | 加仓 |
| CCL | CARNIVAL CORP | $120.82万 | 0.01% | 46,686 | 9,825 | 26.7% | $25.43万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $120.94万 | 0.01% | 31,034 | 9,293 | 42.7% | $36.21万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $120.98万 | 0.01% | 16,090 | -1,448 | -8.3% | -$10.89万 | 减仓 |
| BPOP | POPULAR INC | $121.30万 | 0.01% | 9,041 | 1 | 0.0% | $134 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $121.39万 | 0.01% | 41,671 | 15,659 | 60.2% | $45.61万 | 加仓 |
| IJT | ISHARES TR | $121.69万 | 0.01% | 8,409 | 602 | 7.7% | $8.71万 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $121.87万 | 0.01% | 26,557 | 994 | 3.9% | $4.56万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $122.02万 | 0.01% | 18,773 | 100 | 0.5% | $6,500 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $122.05万 | 0.01% | 24,434 | 24,434 | — | $122.05万 | 新建仓 |