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 |
|---|---|---|---|---|---|---|---|---|
| ATRC | ATRICURE INC | $32.65万 | 0.00% | 11,445 | -550 | -4.6% | -$1.57万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $32.58万 | 0.00% | 7,459 | 1,528 | 25.8% | $6.67万 | 加仓 |
| RRC | RANGE RES CORP | $32.52万 | 0.00% | 7,198 | 350 | 5.1% | $1.58万 | 加仓 |
| IDEV | ISHARES TR | $32.29万 | 0.00% | 3,864 | -200 | -4.9% | -$1.67万 | 减仓 |
| FN | FABRINET | $32.13万 | 0.00% | 616 | 616 | — | $32.13万 | 新建仓 |
| EFAV | ISHARES TR | $32.11万 | 0.00% | 3,514 | 321 | 10.1% | $2.93万 | 加仓 |
| EWJ | ISHARES INC | $32.09万 | 0.00% | 3,800 | -121 | -3.1% | -$1.02万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $32.01万 | 0.00% | 3,275 | 3,275 | — | $32.01万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $31.64万 | 0.00% | 4,636 | 10 | 0.2% | $682 | 加仓 |
| OCFC | OCEANFIRST FINL CORP | $31.62万 | 0.00% | 17,530 | 160 | 0.9% | $2,886 | 加仓 |
| EWC | ISHARES INC | $31.60万 | 0.00% | 5,768 | -404 | -6.5% | -$2.21万 | 减仓 |
| QLD | PROSHARES TR | $31.60万 | 0.00% | 5,180 | 5,180 | — | $31.60万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $31.57万 | 0.00% | 7,068 | 1,536 | 27.8% | $6.86万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $31.45万 | 0.00% | 655 | -406 | -38.3% | -$19.50万 | 减仓 |
| TNDM | TANDEM DIABETES CARE INC | $31.33万 | 0.00% | 16,342 | -290 | -1.7% | -$5,559 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $31.07万 | 0.00% | 6,200 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $31.00万 | 0.00% | 8,583 | 8,583 | — | $31.00万 | 新建仓 |
| CNA | CNA FINL CORP | $30.87万 | 0.00% | 6,722 | 127 | 1.9% | $5,832 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $30.85万 | 0.00% | 2,108 | -727 | -25.6% | -$10.64万 | 减仓 |
| TTC | TORO CO | $30.84万 | 0.00% | 3,301 | 3,301 | — | $30.84万 | 新建仓 |
| NOV | NOV INC | $30.79万 | 0.00% | 16,370 | 166 | 1.0% | $3,122 | 加仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $30.68万 | 0.00% | 29,279 | -589 | -2.0% | -$6,173 | 减仓 |
| ATI | ATI INC | $30.56万 | 0.00% | 2,101 | 25 | 1.2% | $3,636 | 加仓 |
| KTB | KONTOOR BRANDS INC | $30.55万 | 0.00% | 4,346 | 240 | 5.8% | $1.69万 | 加仓 |
| AES | AES CORP | $30.46万 | 0.00% | 21,618 | 645 | 3.1% | $9,088 | 加仓 |
| XYZ | BLOCK INC | $30.26万 | 0.00% | 5,028 | 101 | 2.0% | $6,078 | 加仓 |
| USIG | ISHARES TR | $30.23万 | 0.00% | 5,900 | 5,900 | — | $30.23万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $30.05万 | 0.00% | 4,025 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $29.92万 | 0.00% | 6,009 | 1,283 | 27.1% | $6.39万 | 重新持有 |
| ORI | OLD REP INTL CORP | $29.86万 | 0.00% | 7,483 | 380 | 5.3% | $1.52万 | 加仓 |
| MORN | MORNINGSTAR INC | $29.84万 | 0.00% | 1,765 | -531 | -23.1% | -$8.98万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $29.80万 | 0.00% | 3,230 | 125 | 4.0% | $1.15万 | 加仓 |
| INTA | INTAPP INC | $29.76万 | 0.00% | 11,584 | -230 | -1.9% | -$5,909 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $29.76万 | 0.00% | 12,631 | -252 | -2.0% | -$5,937 | 减仓 |
| URA | GLOBAL X FDS | $29.70万 | 0.00% | 6,132 | 6,132 | — | $29.70万 | 新建仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $29.66万 | 0.00% | 5,845 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $29.66万 | 0.00% | 3,580 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $29.65万 | 0.00% | 6,392 | -381 | -5.6% | -$1.77万 | 减仓 |
| VCR | VANGUARD WORLD FD | $29.33万 | 0.00% | 817 | 150 | 22.5% | $5.39万 | 加仓 |
| BOKF | BOK FINL CORP | $29.33万 | 0.00% | 2,290 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $29.21万 | 0.00% | 6,922 | 6,922 | — | $29.21万 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $29.19万 | 0.00% | 35,085 | -710 | -2.0% | -$5,907 | 减仓 |
| OGS | ONE GAS INC | $29.17万 | 0.00% | 3,387 | 0 | 0.0% | — | 不变 |
| — | CRINETICS PHARMACEUTICALS IN | $29.15万 | 0.00% | 8,026 | 7 | 0.1% | $254 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $29.14万 | 0.00% | 3,163 | -490 | -13.4% | -$4.51万 | 减仓 |
| CIEN | CIENA CORP | $29.12万 | 0.00% | 750 | 750 | — | $29.12万 | 新建仓 |
| — | TRI POINTE HOMES INC | $29.01万 | 0.00% | 6,209 | -5,431 | -46.7% | -$25.38万 | 减仓 |
| ASH | ASHLAND INC | $28.82万 | 0.00% | 5,183 | -37 | -0.7% | -$2,058 | 减仓 |
| APTV | APTIV PLC | $28.80万 | 0.00% | 4,148 | 51 | 1.2% | $3,541 | 加仓 |
| PWP | PERELLA WEINBERG PARTNERS | $28.78万 | 0.00% | 15,848 | 3,808 | 31.6% | $6.92万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $28.77万 | 0.00% | 17,127 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $28.71万 | 0.00% | 4,119 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $28.69万 | 0.00% | 1,468 | -603 | -29.1% | -$11.78万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $28.67万 | 0.00% | 3,387 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $28.53万 | 0.00% | 16,985 | 1,618 | 10.5% | $2.72万 | 加仓 |
| FBK | FB FINL CORP | $28.29万 | 0.00% | 5,447 | 5,447 | — | $28.29万 | 新建仓 |
| ACM | AECOM | $27.85万 | 0.00% | 3,284 | 1,172 | 55.5% | $9.94万 | 重新持有 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $27.81万 | 0.00% | 3,564 | 1,247 | 53.8% | $9.73万 | 重新持有 |
| TAN | INVESCO EXCH TRADED FD TR II | $27.74万 | 0.00% | 4,979 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $27.60万 | 0.00% | 3,506 | 62 | 1.8% | $4,880 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $27.51万 | 0.00% | 9,475 | 9,475 | — | $27.51万 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $27.49万 | 0.00% | 2,659 | 167 | 6.7% | $1.73万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $27.40万 | 0.00% | 5,903 | 1,974 | 50.2% | $9.16万 | 重新持有 |
| ARMK | ARAMARK | $27.35万 | 0.00% | 6,746 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $27.31万 | 0.00% | 12,153 | 72 | 0.6% | $1,618 | 加仓 |
| KBE | SPDR SERIES TRUST | $27.13万 | 0.00% | 4,556 | 354 | 8.4% | $2.11万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $27.05万 | 0.00% | 1,478 | 255 | 20.9% | $4.67万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $27.05万 | 0.00% | 1,253 | -355 | -22.1% | -$7.66万 | 减仓 |
| HRL | HORMEL FOODS CORP | $26.92万 | 0.00% | 11,884 | -57 | -0.5% | -$1,291 | 减仓 |
| BHP | BHP BILLITON LIMITED | $26.80万 | 0.00% | 3,685 | 3,685 | — | $26.80万 | 新建仓 |
| VFC | V F CORP | $26.79万 | 0.00% | 15,768 | 464 | 3.0% | $7,883 | 加仓 |
| IT | GARTNER INC | $26.68万 | 0.00% | 1,685 | -279 | -14.2% | -$4.42万 | 减仓 |
| ATR | APTARGROUP INC | $26.65万 | 0.00% | 2,115 | 76 | 3.7% | $9,578 | 加仓 |
| THFF | FIRST FINANCIAL CORPORATION | $26.63万 | 0.00% | 4,213 | 4,213 | — | $26.63万 | 新建仓 |
| DAC | DANAOS CORPORATION | $26.58万 | 0.00% | 2,360 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $26.52万 | 0.00% | 3,881 | 139 | 3.7% | $9,496 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $26.43万 | 0.00% | 3,123 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $26.32万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORPORATE INVS | $26.30万 | 0.00% | 15,256 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $26.24万 | 0.00% | 7,864 | 7,864 | — | $26.24万 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $26.23万 | 0.00% | 33,035 | 3,158 | 10.6% | $2.51万 | 加仓 |
| E | ENI SPA | $26.20万 | 0.00% | 4,628 | 4,628 | — | $26.20万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $26.00万 | 0.00% | 29,608 | 11,493 | 63.4% | $10.09万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $25.93万 | 0.00% | 2,760 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $25.92万 | 0.00% | 1,062 | 148 | 16.2% | $3.61万 | 加仓 |
| ALAB | ASTERA LABS INC | $25.81万 | 0.00% | 2,355 | -7,316 | -75.6% | -$80.18万 | 减仓 |
| GT | GOODYEAR TIRE & RUBR CO | $25.79万 | 0.00% | 38,906 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $25.77万 | 0.00% | 9,205 | -63 | -0.7% | -$1,764 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $25.76万 | 0.00% | 5,071 | 224 | 4.6% | $1.14万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $25.75万 | 0.00% | 1,702 | 1,702 | — | $25.75万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $25.65万 | 0.00% | 3,892 | -75 | -1.9% | -$4,943 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $25.42万 | 0.00% | 2,450 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $25.27万 | 0.00% | 2,224 | 2,224 | — | $25.27万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $25.26万 | 0.00% | 12,058 | 2,953 | 32.4% | $6.19万 | 加仓 |
| CWB | SPDR SERIES TRUST | $25.26万 | 0.00% | 2,760 | 2,760 | — | $25.26万 | 新建仓 |
| IEUR | ISHARES TR | $25.16万 | 0.00% | 3,580 | -475 | -11.7% | -$3.34万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $25.06万 | 0.00% | 3,274 | 2,370 | 262.2% | $18.14万 | 加仓 |
| ESGD | ISHARES TR | $25.05万 | 0.00% | 2,620 | 134 | 5.4% | $1.28万 | 加仓 |
| FOR | FORESTAR GROUP INC | $24.76万 | 0.00% | 10,130 | 10,130 | — | $24.76万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $24.70万 | 0.00% | 2,580 | -958 | -27.1% | -$9.17万 | 减仓 |