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 |
|---|---|---|---|---|---|---|---|---|
| STRL | STERLING INFRASTRUCTURE INC | $126.32万 | 0.01% | 1,505 | -1,069 | -41.5% | -$89.73万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $127.03万 | 0.01% | 19,846 | -1,197 | -5.7% | -$7.66万 | 减仓 |
| LEN | LENNAR CORP | $127.11万 | 0.01% | 14,047 | -87 | -0.6% | -$7,873 | 减仓 |
| CCI | CROWN CASTLE INC | $127.14万 | 0.01% | 16,788 | -4,793 | -22.2% | -$36.30万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $127.45万 | 0.01% | 8,383 | -229 | -2.7% | -$3.48万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $127.97万 | 0.01% | 22,658 | 1,843 | 8.9% | $10.41万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $128.01万 | 0.01% | 3,433 | -17 | -0.5% | -$6,339 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $129.25万 | 0.01% | 14,385 | -1,185 | -7.6% | -$10.65万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $129.51万 | 0.01% | 10,947 | -4,056 | -27.0% | -$47.99万 | 减仓 |
| UNM | UNUM GROUP | $129.53万 | 0.01% | 14,489 | 325 | 2.3% | $2.91万 | 加仓 |
| SJM | SMUCKER J M CO | $129.97万 | 0.01% | 11,553 | -48 | -0.4% | -$5,400 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $133.33万 | 0.01% | 17,889 | -351 | -1.9% | -$2.62万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $133.63万 | 0.01% | 28,548 | 4,130 | 16.9% | $19.33万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $133.89万 | 0.01% | 5,835 | 11 | 0.2% | $2,524 | 加仓 |
| MFC | MANULIFE FINL CORP | $134.29万 | 0.01% | 33,151 | -8,316 | -20.1% | -$33.69万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $134.59万 | 0.01% | 28,152 | -70 | -0.2% | -$3,347 | 减仓 |
| CCL | CARNIVAL CORP LTD | $134.67万 | 0.01% | 47,136 | 47,136 | — | $134.67万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $134.67万 | 0.01% | 17,206 | -654 | -3.7% | -$5.12万 | 减仓 |
| BWA | BORGWARNER INC | $135.36万 | 0.01% | 20,385 | 372 | 1.9% | $2.47万 | 加仓 |
| VHT | VANGUARD WORLD FD | $135.87万 | 0.01% | 4,544 | 121 | 2.7% | $3.62万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $136.83万 | 0.01% | 30,845 | -1,395 | -4.3% | -$6.19万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $137.02万 | 0.01% | 11,284 | -376 | -3.2% | -$4.57万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $137.70万 | 0.01% | 13,732 | -445 | -3.1% | -$4.46万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $137.95万 | 0.01% | 26,483 | -74 | -0.3% | -$3,855 | 减仓 |
| DOW | DOW HLDGS INC | $138.35万 | 0.01% | 50,566 | 1,007 | 2.0% | $2.76万 | 加仓 |
| UL | UNILEVER PLC | $139.36万 | 0.01% | 23,180 | -717 | -3.0% | -$4.31万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $139.41万 | 0.01% | 3,665 | -705 | -16.1% | -$26.82万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $140.88万 | 0.01% | 41,631 | -40 | -0.1% | -$1,354 | 减仓 |
| ATO | ATMOS ENERGY CORP | $141.16万 | 0.01% | 8,194 | 312 | 4.0% | $5.37万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $141.40万 | 0.01% | 29,384 | -390 | -1.3% | -$1.88万 | 减仓 |
| WY | WEYERHAEUSER CO | $141.80万 | 0.01% | 59,230 | -505 | -0.8% | -$1.21万 | 减仓 |
| BALL | BALL CORP | $141.91万 | 0.01% | 22,742 | -136 | -0.6% | -$8,486 | 减仓 |
| BPOP | POPULAR INC | $142.00万 | 0.01% | 8,649 | -392 | -4.3% | -$6.44万 | 减仓 |
| BURL | BURLINGTON STORES INC | $142.15万 | 0.01% | 4,487 | 70 | 1.6% | $2.22万 | 加仓 |
| DXCM | DEXCOM INC | $142.24万 | 0.01% | 21,120 | -1,606 | -7.1% | -$10.82万 | 减仓 |
| GPC | GENUINE PARTS CO | $142.52万 | 0.01% | 12,080 | -54 | -0.4% | -$6,371 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $143.21万 | 0.01% | 58,073 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $143.43万 | 0.01% | 845 | -3 | -0.4% | -$5,092 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $144.05万 | 0.01% | 15,988 | -102 | -0.6% | -$9,190 | 减仓 |
| NDSN | NORDSON CORP | $144.33万 | 0.01% | 4,784 | -148 | -3.0% | -$4.47万 | 减仓 |
| CPRT | COPART INC | $144.56万 | 0.01% | 51,282 | -2,849 | -5.3% | -$8.03万 | 减仓 |
| BBY | BEST BUY INC | $144.57万 | 0.01% | 19,052 | -7,409 | -28.0% | -$56.22万 | 减仓 |
| WAB | WABTEC | $144.72万 | 0.01% | 5,368 | -331 | -5.8% | -$8.92万 | 减仓 |
| TWLO | TWILIO INC | $145.50万 | 0.01% | 7,052 | 124 | 1.8% | $2.56万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $145.70万 | 0.01% | 5,034 | -133 | -2.6% | -$3.85万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $145.94万 | 0.01% | 3,236 | 476 | 17.2% | $21.47万 | 加仓 |
| SF | STIFEL FINL CORP | $146.04万 | 0.01% | 20,932 | -474 | -2.2% | -$3.31万 | 减仓 |
| TW | TRADEWEB MKTS INC | $146.86万 | 0.01% | 14,736 | -6,017 | -29.0% | -$59.97万 | 减仓 |
| RMD | RESMED INC | $149.02万 | 0.01% | 7,647 | -6,307 | -45.2% | -$122.91万 | 减仓 |
| IJT | ISHARES TR | $149.11万 | 0.01% | 8,349 | -60 | -0.7% | -$1.07万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $149.33万 | 0.01% | 27,200 | -3,834 | -12.4% | -$21.05万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $150.02万 | 0.01% | 49,724 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $150.09万 | 0.01% | 14,097 | 14,097 | — | $150.09万 | 新建仓 |
| SGOV | ISHARES TR | $150.48万 | 0.01% | 14,948 | 23 | 0.2% | $2,315 | 加仓 |
| CDW | CDW CORP | $150.85万 | 0.01% | 10,726 | -9,324 | -46.5% | -$131.13万 | 减仓 |
| PODD | INSULET CORP | $151.03万 | 0.01% | 9,920 | -2,325 | -19.0% | -$35.40万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $151.12万 | 0.01% | 20,605 | 11,785 | 133.6% | $86.43万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $152.43万 | 0.01% | 19,944 | -1,280 | -6.0% | -$9.78万 | 减仓 |
| MP | MP MATERIALS CORP | $152.48万 | 0.01% | 27,224 | 870 | 3.3% | $4.87万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $152.51万 | 0.01% | 10,965 | -1,835 | -14.3% | -$25.52万 | 减仓 |
| STE | STERIS PLC | $152.56万 | 0.01% | 7,245 | -50 | -0.7% | -$1.05万 | 减仓 |
| BOTZ | GLOBAL X FDS | $152.61万 | 0.01% | 40,223 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $153.45万 | 0.01% | 3,863 | 335 | 9.5% | $13.31万 | 加仓 |
| IEI | ISHARES TR | $153.86万 | 0.01% | 13,100 | -854 | -6.1% | -$10.03万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $154.65万 | 0.01% | 8,614 | -306 | -3.4% | -$5.49万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $155.45万 | 0.01% | 14,359 | -113 | -0.8% | -$1.22万 | 减仓 |
| FICO | FAIR ISAAC CORP | $156.99万 | 0.01% | 1,314 | -560 | -29.9% | -$66.91万 | 减仓 |
| EQBK | EQUITY BANCSHARES INC | $157.09万 | 0.01% | 32,065 | 10,165 | 46.4% | $49.80万 | 加仓 |
| QCRH | QCR HLDGS INC | $157.14万 | 0.01% | 16,142 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $157.34万 | 0.01% | 14,071 | -177 | -1.2% | -$1.98万 | 减仓 |
| ILMN | ILLUMINA INC | $157.53万 | 0.01% | 8,959 | -118 | -1.3% | -$2.07万 | 减仓 |
| QDF | FLEXSHARES TR | $157.87万 | 0.01% | 17,557 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $158.09万 | 0.01% | 23,592 | -377 | -1.6% | -$2.53万 | 减仓 |
| IDA | IDACORP INC | $159.03万 | 0.01% | 10,511 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $159.46万 | 0.01% | 33,542 | -1,325 | -3.8% | -$6.30万 | 减仓 |
| QUAL | ISHARES TR | $159.53万 | 0.01% | 7,270 | -579 | -7.4% | -$12.70万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $160.07万 | 0.01% | 53,002 | -37,760 | -41.6% | -$114.04万 | 减仓 |
| ZS | ZSCALER INC | $160.53万 | 0.01% | 11,373 | 2 | 0.0% | $282 | 加仓 |
| COIN | COINBASE GLOBAL INC | $161.28万 | 0.01% | 11,032 | -177 | -1.6% | -$2.59万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $161.31万 | 0.01% | 5,532 | -144 | -2.5% | -$4.20万 | 减仓 |
| VMC | VULCAN MATLS CO | $161.96万 | 0.01% | 5,490 | 224 | 4.3% | $6.61万 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $162.33万 | 0.01% | 17,890 | 11,857 | 196.5% | $107.59万 | 加仓 |
| FLEX | FLEX LTD | $163.11万 | 0.01% | 10,064 | -3,003 | -23.0% | -$48.67万 | 减仓 |
| BN | BROOKFIELD CORP | $163.99万 | 0.01% | 38,505 | -273 | -0.7% | -$1.16万 | 减仓 |
| ITOT | ISHARES TR | $165.63万 | 0.01% | 10,083 | 351 | 3.6% | $5.77万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $165.66万 | 0.01% | 18,697 | -1,907 | -9.3% | -$16.90万 | 减仓 |
| RBLX | ROBLOX CORP | $167.84万 | 0.01% | 30,865 | -90 | -0.3% | -$4,894 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $168.51万 | 0.01% | 22,111 | 22,111 | — | $168.51万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $169.50万 | 0.01% | 33,745 | 9,311 | 38.1% | $46.77万 | 加仓 |
| HRB | BLOCK H & R INC | $169.68万 | 0.01% | 44,559 | 2,619 | 6.2% | $9.97万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $170.06万 | 0.01% | 11,262 | 11,262 | — | $170.06万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $170.82万 | 0.01% | 41,797 | 415 | 1.0% | $1.70万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $171.76万 | 0.01% | 28,255 | -8,451 | -23.0% | -$51.37万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $172.85万 | 0.01% | 1,353 | 241 | 21.7% | $30.79万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $172.95万 | 0.01% | 2,999 | 17 | 0.6% | $9,804 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $173.85万 | 0.01% | 11,251 | -530 | -4.5% | -$8.19万 | 减仓 |
| IYF | ISHARES TR | $174.47万 | 0.01% | 13,683 | -125 | -0.9% | -$1.59万 | 减仓 |
| IJS | ISHARES TR | $174.47万 | 0.01% | 12,765 | 3,990 | 45.5% | $54.54万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $174.58万 | 0.01% | 52,442 | -5,419 | -9.4% | -$18.04万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $175.22万 | 0.01% | 14,823 | -496 | -3.2% | -$5.86万 | 减仓 |