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 |
|---|---|---|---|---|---|---|---|---|
| GEN | GEN DIGITAL INC | $85.63万 | 0.00% | 34,405 | 1,683 | 5.1% | $4.19万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $86.43万 | 0.00% | 9,089 | -123 | -1.3% | -$1.17万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $86.49万 | 0.00% | 12,373 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $86.69万 | 0.00% | 14,761 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $87.33万 | 0.00% | 18,289 | -3,876 | -17.5% | -$18.51万 | 减仓 |
| MOO | VANECK ETF TRUST | $88.13万 | 0.00% | 11,128 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $88.35万 | 0.00% | 19,206 | 12,708 | 195.6% | $58.46万 | 加仓 |
| NOVT | NOVANTA INC | $88.75万 | 0.00% | 5,470 | 655 | 13.6% | $10.63万 | 加仓 |
| MUSA | MURPHY USA INC | $88.91万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $89.01万 | 0.00% | 18,568 | -2,933 | -13.6% | -$14.06万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $89.23万 | 0.00% | 17,176 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $89.39万 | 0.00% | 53,145 | 1,192 | 2.3% | $2.00万 | 加仓 |
| ACWI | ISHARES TR | $89.41万 | 0.00% | 5,696 | -985 | -14.7% | -$15.46万 | 减仓 |
| DLTR | DOLLAR TREE INC | $89.76万 | 0.00% | 7,421 | -82 | -1.1% | -$9,918 | 减仓 |
| J | JACOBS SOLUTIONS INC | $89.78万 | 0.00% | 7,125 | -542 | -7.1% | -$6.83万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $89.81万 | 0.00% | 6,418 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $89.90万 | 0.00% | 8,912 | 689 | 8.4% | $6.95万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $89.94万 | 0.00% | 12,076 | 160 | 1.3% | $1.19万 | 加仓 |
| EG | EVEREST GROUP LTD | $90.31万 | 0.00% | 2,528 | -31 | -1.2% | -$1.11万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $90.95万 | 0.00% | 8,982 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD ADMIRAL FDS INC | $91.09万 | 0.00% | 6,226 | -541 | -8.0% | -$7.91万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $91.28万 | 0.00% | 18,793 | 20 | 0.1% | $971 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $91.70万 | 0.00% | 38,674 | 241 | 0.6% | $5,714 | 加仓 |
| WRB | BERKLEY W R CORP | $91.91万 | 0.00% | 13,031 | -1,146 | -8.1% | -$8.08万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $92.29万 | 0.00% | 19,981 | 12 | 0.1% | $554 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $92.57万 | 0.00% | 37,614 | 341 | 0.9% | $8,392 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $92.62万 | 0.00% | 11,681 | 3,516 | 43.1% | $27.88万 | 加仓 |
| SEIC | SEI INVTS CO | $93.51万 | 0.00% | 10,661 | -479 | -4.3% | -$4.20万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $93.54万 | 0.00% | 15,310 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $93.86万 | 0.00% | 13,412 | 23 | 0.2% | $1,610 | 加仓 |
| NTNX | NUTANIX INC | $93.97万 | 0.00% | 18,440 | 45 | 0.2% | $2,293 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $94.36万 | 0.00% | 7,344 | -32 | -0.4% | -$4,112 | 减仓 |
| WYNN | WYNN RESORTS LTD | $94.55万 | 0.00% | 9,738 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $94.76万 | 0.00% | 11,564 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $94.87万 | 0.00% | 8,613 | -748 | -8.0% | -$8.24万 | 减仓 |
| MAS | MASCO CORP | $94.91万 | 0.00% | 11,664 | -605 | -4.9% | -$4.92万 | 减仓 |
| AIQ | GLOBAL X FDS | $94.96万 | 0.00% | 14,474 | -465 | -3.1% | -$3.05万 | 减仓 |
| HROW | HARROW INC | $95.26万 | 0.00% | 22,430 | 5,000 | 28.7% | $21.23万 | 加仓 |
| KHC | KRAFT HEINZ CO | $95.48万 | 0.00% | 40,422 | -1,589 | -3.8% | -$3.75万 | 减仓 |
| CGNX | COGNEX CORP | $95.80万 | 0.00% | 13,229 | 131 | 1.0% | $9,487 | 加仓 |
| ESGE | ISHARES INC | $96.07万 | 0.00% | 17,566 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $96.24万 | 0.00% | 6,132 | 2,244 | 57.7% | $35.22万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $96.76万 | 0.00% | 11,010 | 369 | 3.5% | $3.24万 | 加仓 |
| GPN | GLOBAL PMTS INC | $97.09万 | 0.00% | 13,380 | -2,233 | -14.3% | -$16.20万 | 减仓 |
| DCO | DUCOMMUN INC DEL | $97.42万 | 0.00% | 5,260 | 1,080 | 25.8% | $20.00万 | 加仓 |
| ESML | ISHARES TR | $99.11万 | 0.00% | 17,721 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $99.38万 | 0.00% | 15,700 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $99.48万 | 0.00% | 7,307 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $100.68万 | 0.00% | 17,966 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $101.22万 | 0.00% | 7,073 | 4,134 | 140.7% | $59.16万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $102.62万 | 0.00% | 3,898 | -441 | -10.2% | -$11.61万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $102.99万 | 0.00% | 4,541 | -36 | -0.8% | -$8,164 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $103.27万 | 0.00% | 3,951 | -8 | -0.2% | -$2,091 | 减仓 |
| RVTY | REVVITY INC | $103.34万 | 0.00% | 9,288 | -47 | -0.5% | -$5,229 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $104.25万 | 0.00% | 10,958 | 138 | 1.3% | $1.31万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $104.49万 | 0.00% | 1,694 | -43 | -2.5% | -$2.65万 | 减仓 |
| RGEF | TIDAL TRUST III | $104.97万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $105.16万 | 0.00% | 11,842 | 335 | 2.9% | $2.97万 | 加仓 |
| CSL | CARLISLE COS INC | $106.29万 | 0.00% | 2,930 | 103 | 3.6% | $3.74万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $106.71万 | 0.00% | 35,381 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $107.73万 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $108.51万 | 0.00% | 78,068 | 1,817 | 2.4% | $2.53万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $108.93万 | 0.00% | 15,646 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $108.97万 | 0.00% | 4,076 | 19 | 0.5% | $5,079 | 加仓 |
| SOLV | SOLVENTUM CORP | $109.33万 | 0.00% | 14,171 | 82 | 0.6% | $6,326 | 加仓 |
| VFH | VANGUARD WORLD FD | $111.22万 | 0.00% | 8,451 | 353 | 4.4% | $4.65万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $111.36万 | 0.00% | 12,935 | -1,154 | -8.2% | -$9.93万 | 减仓 |
| PHIN | PHINIA INC | $111.59万 | 0.00% | 13,547 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $113.53万 | 0.00% | 8,171 | 16 | 0.2% | $2,223 | 加仓 |
| — | WEBSTER FINL CORP | $113.94万 | 0.01% | 14,910 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $114.28万 | 0.01% | 19,816 | -370 | -1.8% | -$2.13万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $114.49万 | 0.01% | 61,786 | 7,819 | 14.5% | $14.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $114.78万 | 0.01% | 20,866 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $115.05万 | 0.01% | 9,828 | 893 | 10.0% | $10.45万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $115.53万 | 0.01% | 15,785 | -4,867 | -23.6% | -$35.62万 | 减仓 |
| NULV | NUSHARES ETF TR | $116.41万 | 0.01% | 23,286 | -1,435 | -5.8% | -$7.17万 | 减仓 |
| R | RYDER SYS INC | $116.48万 | 0.01% | 4,416 | 11 | 0.2% | $2,901 | 加仓 |
| ALAB | ASTERA LABS INC | $116.60万 | 0.01% | 2,414 | 59 | 2.5% | $2.85万 | 加仓 |
| PEN | PENUMBRA INC | $117.05万 | 0.01% | 3,707 | -79 | -2.1% | -$2.49万 | 减仓 |
| FFIV | F5 INC | $117.26万 | 0.01% | 2,819 | -102 | -3.5% | -$4.24万 | 减仓 |
| NTRA | NATERA INC | $117.56万 | 0.01% | 4,331 | -15 | -0.3% | -$4,072 | 减仓 |
| ITB | ISHARES TR | $117.76万 | 0.01% | 11,271 | 151 | 1.4% | $1.58万 | 加仓 |
| HAL | HALLIBURTON CO | $117.82万 | 0.01% | 34,704 | 477 | 1.4% | $1.62万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $117.82万 | 0.01% | 18,267 | -500 | -2.7% | -$3.23万 | 减仓 |
| RS | RELIANCE INC | $118.02万 | 0.01% | 3,159 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $118.13万 | 0.01% | 91,288 | 566 | 0.6% | $7,324 | 加仓 |
| SMH | VANECK ETF TRUST | $118.78万 | 0.01% | 1,811 | 61 | 3.5% | $4.00万 | 加仓 |
| O | REALTY INCOME CORP | $118.86万 | 0.01% | 19,184 | 1,706 | 9.8% | $10.57万 | 加仓 |
| DASH | DOORDASH INC | $119.85万 | 0.01% | 6,495 | -190 | -2.8% | -$3.51万 | 减仓 |
| SNA | SNAP ON INC | $120.24万 | 0.01% | 2,988 | 6 | 0.2% | $2,414 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $120.82万 | 0.01% | 9,117 | -275 | -2.9% | -$3.64万 | 减仓 |
| XBI | SPDR SERIES TRUST | $121.62万 | 0.01% | 7,685 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $121.64万 | 0.01% | 1,824 | -14 | -0.8% | -$9,337 | 减仓 |
| VNO | VORNADO RLTY TR | $122.87万 | 0.01% | 31,265 | 25 | 0.1% | $982 | 加仓 |
| RBC | RBC BEARINGS INC | $123.08万 | 0.01% | 1,911 | -343 | -15.2% | -$22.09万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $123.30万 | 0.01% | 5,029 | 460 | 10.1% | $11.28万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $123.74万 | 0.01% | 11,822 | -1,285 | -9.8% | -$13.45万 | 减仓 |
| DGRO | ISHARES TR | $123.91万 | 0.01% | 16,349 | 1,200 | 7.9% | $9.09万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $125.19万 | 0.01% | 4,473 | -577 | -11.4% | -$16.15万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $126.08万 | 0.01% | 11,783 | -83 | -0.7% | -$8,881 | 减仓 |