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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $186.21万 | 0.01% | 52,992 | 8,990 | 20.4% | $31.59万 | 加仓 |
| IGSB | ISHARES TR | $187.34万 | 0.01% | 35,643 | 27,946 | 363.1% | $146.88万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $187.90万 | 0.01% | 14,472 | -433 | -2.9% | -$5.62万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $189.74万 | 0.01% | 10,529 | 2,475 | 30.7% | $44.60万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $191.07万 | 0.01% | 61,714 | 25,879 | 72.2% | $80.12万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $191.85万 | 0.01% | 5,050 | 575 | 12.8% | $21.84万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $192.00万 | 0.01% | 12,800 | 1,341 | 11.7% | $20.11万 | 加仓 |
| DCI | DONALDSON INC | $194.79万 | 0.01% | 22,951 | -2,460 | -9.7% | -$20.88万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $195.72万 | 0.01% | 11,209 | 531 | 5.0% | $9.27万 | 加仓 |
| APPF | APPFOLIO INC | $198.27万 | 0.01% | 12,563 | 1,070 | 9.3% | $16.89万 | 加仓 |
| OGE | OGE ENERGY CORP | $198.38万 | 0.01% | 41,363 | 8,788 | 27.0% | $42.15万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $198.72万 | 0.01% | 39,831 | -8,782 | -18.1% | -$43.81万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $198.72万 | 0.01% | 32,551 | 467 | 1.5% | $2.85万 | 加仓 |
| ALLE | ALLEGION PLC | $199.13万 | 0.01% | 13,706 | 957 | 7.5% | $13.90万 | 加仓 |
| WPC | WP CAREY INC | $199.17万 | 0.01% | 29,307 | 20,785 | 243.9% | $141.25万 | 加仓 |
| FICO | FAIR ISAAC CORP | $200.06万 | 0.01% | 1,874 | 86 | 4.8% | $9.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $200.78万 | 0.01% | 21,910 | -789 | -3.5% | -$7.23万 | 减仓 |
| PPG | PPG INDS INC | $201.28万 | 0.01% | 18,832 | 175 | 0.9% | $1.87万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $201.49万 | 0.01% | 18,175 | 5,553 | 44.0% | $61.56万 | 加仓 |
| MSA | MSA SAFETY INC | $201.72万 | 0.01% | 12,304 | 1,257 | 11.4% | $20.61万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $201.76万 | 0.01% | 15,386 | 207 | 1.4% | $2.71万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $201.86万 | 0.01% | 41,382 | -223 | -0.5% | -$1.09万 | 减仓 |
| FTV | FORTIVE CORP | $204.12万 | 0.01% | 36,925 | -4,378 | -10.6% | -$24.20万 | 减仓 |
| TTD | THE TRADE DESK INC | $205.17万 | 0.01% | 90,421 | 70,964 | 364.7% | $161.02万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $205.27万 | 0.01% | 8,241 | -1,482 | -15.2% | -$36.91万 | 减仓 |
| CNC | CENTENE CORP DEL | $205.54万 | 0.01% | 62,778 | -11,567 | -15.6% | -$37.87万 | 减仓 |
| DOW | DOW HLDGS INC | $206.41万 | 0.01% | 49,559 | 6,117 | 14.1% | $25.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $207.68万 | 0.01% | 36,706 | 32,991 | 888.0% | $186.66万 | 加仓 |
| DINO | HF SINCLAIR CORP | $207.98万 | 0.01% | 33,335 | -1,574 | -4.5% | -$9.82万 | 减仓 |
| VTRS | VIATRIS INC | $207.98万 | 0.01% | 153,946 | 1,546 | 1.0% | $2.09万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $209.02万 | 0.01% | 7,554 | 2 | 0.0% | $553 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $209.63万 | 0.01% | 16,551 | -4,403 | -21.0% | -$55.77万 | 减仓 |
| SGOL | ETFS GOLD TR | $210.15万 | 0.01% | 47,097 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $210.21万 | 0.01% | 23,217 | 1,185 | 5.4% | $10.73万 | 加仓 |
| KVUE | KENVUE INC | $211.70万 | 0.01% | 122,794 | -92 | -0.1% | -$1,586 | 减仓 |
| HSY | HERSHEY CO | $211.78万 | 0.01% | 10,187 | 1,765 | 21.0% | $36.69万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $212.15万 | 0.01% | 7,548 | 17 | 0.2% | $4,778 | 加仓 |
| NUE | NUCOR CORP | $213.24万 | 0.01% | 12,610 | 3 | 0.0% | $507 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $214.20万 | 0.01% | 28,985 | -3,579 | -11.0% | -$26.45万 | 减仓 |
| ABNB | AIRBNB INC | $216.61万 | 0.01% | 17,153 | -2,618 | -13.2% | -$33.06万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $217.77万 | 0.01% | 9,336 | -693 | -6.9% | -$16.16万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $218.88万 | 0.01% | 30,894 | 5,750 | 22.9% | $40.74万 | 加仓 |
| FTNT | FORTINET INC | $219.11万 | 0.01% | 26,812 | 5,601 | 26.4% | $45.77万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $220.11万 | 0.01% | 30,281 | -251 | -0.8% | -$1.82万 | 减仓 |
| EQT | EQT CORP | $220.12万 | 0.01% | 34,589 | -744 | -2.1% | -$4.73万 | 减仓 |
| RY | ROYAL BK CDA | $221.36万 | 0.01% | 13,683 | 13,683 | — | $221.36万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $222.30万 | 0.01% | 57,861 | 19,045 | 49.1% | $73.17万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $222.93万 | 0.01% | 31,066 | 657 | 2.2% | $4.71万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $224.08万 | 0.01% | 70,004 | 10,949 | 18.5% | $35.05万 | 加仓 |
| ITT | ITT INC | $225.24万 | 0.01% | 11,822 | 320 | 2.8% | $6.10万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $226.69万 | 0.01% | 14,864 | 694 | 4.9% | $10.58万 | 加仓 |
| MTZ | MASTEC INC | $226.79万 | 0.01% | 7,049 | -696 | -9.0% | -$22.39万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $228.14万 | 0.01% | 92,177 | 34,892 | 60.9% | $86.36万 | 加仓 |
| KEY | KEYCORP | $229.75万 | 0.01% | 114,591 | 9,287 | 8.8% | $18.62万 | 加仓 |
| TER | TERADYNE INC | $230.29万 | 0.01% | 7,768 | 516 | 7.1% | $15.30万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $230.66万 | 0.01% | 64,539 | 64,539 | — | $230.66万 | 新建仓 |
| AAXJ | ISHARES TR | $233.42万 | 0.01% | 24,241 | -570 | -2.3% | -$5.49万 | 减仓 |
| DHS | WISDOMTREE TR | $234.44万 | 0.01% | 21,465 | -2,045 | -8.7% | -$22.34万 | 减仓 |
| AVY | AVERY DENNISON CORP | $236.83万 | 0.01% | 13,715 | 846 | 6.6% | $14.61万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $237.07万 | 0.01% | 90,762 | 2,222 | 2.5% | $5.80万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $237.96万 | 0.01% | 51,218 | 25,897 | 102.3% | $120.32万 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $238.69万 | 0.01% | 54,222 | -550 | -1.0% | -$2.42万 | 减仓 |
| CNM | CORE & MAIN INC | $239.76万 | 0.01% | 48,534 | 28,875 | 146.9% | $142.64万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $240.45万 | 0.01% | 87,563 | 554 | 0.6% | $1.52万 | 加仓 |
| DDOG | DATADOG INC | $240.95万 | 0.01% | 20,411 | -457 | -2.2% | -$5.39万 | 减仓 |
| URI | UNITED RENTALS INC | $241.23万 | 0.01% | 3,311 | 680 | 25.8% | $49.54万 | 加仓 |
| PHM | PULTE GROUP INC | $241.29万 | 0.01% | 20,516 | 2,884 | 16.4% | $33.92万 | 加仓 |
| SUSA | ISHARES TR | $241.68万 | 0.01% | 18,295 | 15 | 0.1% | $1,981 | 加仓 |
| — | DUPONT DE NEMOURS INC | $242.17万 | 0.01% | 52,875 | 16,722 | 46.3% | $76.59万 | 加仓 |
| CDW | CDW CORP | $242.65万 | 0.01% | 20,050 | 7,420 | 58.7% | $89.80万 | 加仓 |
| ECHO | ECHOSTAR CORP | $242.77万 | 0.01% | 20,737 | 52 | 0.3% | $6,088 | 加仓 |
| ITA | ISHARES TR | $243.29万 | 0.01% | 11,122 | 7,758 | 230.6% | $169.71万 | 加仓 |
| TW | TRADEWEB MKTS INC | $244.18万 | 0.01% | 20,753 | -8,864 | -29.9% | -$104.29万 | 减仓 |
| VLTO | VERALTO CORP | $244.97万 | 0.01% | 27,705 | -1,110 | -3.9% | -$9.81万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $245.43万 | 0.01% | 5,779 | 269 | 4.9% | $11.42万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $245.99万 | 0.01% | 52,439 | -3,316 | -5.9% | -$15.56万 | 减仓 |
| MRNA | MODERNA INC | $246.42万 | 0.01% | 48,508 | 13,841 | 39.9% | $70.31万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $246.66万 | 0.01% | 21,641 | 1,735 | 8.7% | $19.78万 | 加仓 |
| HYLB | DBX ETF TR | $250.95万 | 0.01% | 69,399 | 5,708 | 9.0% | $20.64万 | 加仓 |
| NRG | NRG ENERGY INC | $251.95万 | 0.01% | 17,240 | -2,921 | -14.5% | -$42.69万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $254.05万 | 0.01% | 25,947 | 10,330 | 66.1% | $101.14万 | 加仓 |
| RBA | RB GLOBAL INC | $256.56万 | 0.01% | 26,767 | 14,644 | 120.8% | $140.36万 | 加仓 |
| VEEV | VEEVA SYS INC | $256.57万 | 0.01% | 14,606 | 1,331 | 10.0% | $23.38万 | 加仓 |
| PODD | INSULET CORP | $256.95万 | 0.01% | 12,245 | -453 | -3.6% | -$9.51万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $263.73万 | 0.01% | 111,654 | -324 | -0.3% | -$7,653 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $263.99万 | 0.01% | 17,651 | 1,231 | 7.5% | $18.41万 | 加仓 |
| HPQ | HP INC | $266.61万 | 0.01% | 138,789 | -52,569 | -27.5% | -$100.99万 | 减仓 |
| CMRC | COMMERCE.COM INC | $267.00万 | 0.01% | 1,000,000 | 433,409 | 76.5% | $115.72万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $268.59万 | 0.01% | 33,540 | 4,286 | 14.7% | $34.32万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $268.66万 | 0.01% | 7,488 | -34 | -0.5% | -$1.22万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $273.51万 | 0.01% | 166,569 | -1,050 | -0.6% | -$1.72万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $273.55万 | 0.01% | 19,099 | 815 | 4.5% | $11.67万 | 加仓 |
| DTM | DT MIDSTREAM INC | $275.04万 | 0.01% | 20,423 | 400 | 2.0% | $5.39万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $275.26万 | 0.01% | 17,020 | 4,020 | 30.9% | $65.02万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $276.28万 | 0.01% | 20,294 | -162 | -0.8% | -$2.21万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $276.62万 | 0.01% | 38,176 | 4,794 | 14.4% | $34.74万 | 加仓 |
| AZN | ASTRAZENECA PLC | $276.66万 | 0.01% | 14,028 | 14,028 | — | $276.66万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $277.37万 | 0.01% | 7,080 | 390 | 5.8% | $15.28万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $277.69万 | 0.01% | 82,012 | 82,012 | — | $277.69万 | 新建仓 |
| CNI | CANADIAN NATL RY CO | $278.96万 | 0.01% | 27,144 | 22,431 | 475.9% | $230.52万 | 加仓 |