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 |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | $4,705.45万 | 0.21% | 437,228 | 129,717 | 42.2% | $1,396.01万 | 加仓 |
| BLK | BLACKROCK INC | $4,682.03万 | 0.21% | 48,692 | -983 | -2.0% | -$94.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $4,651.57万 | 0.20% | 64,337 | 1,241 | 2.0% | $89.72万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $4,604.26万 | 0.20% | 193,302 | -1,252 | -0.6% | -$29.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $4,592.69万 | 0.20% | 135,778 | 1,637 | 1.2% | $55.37万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4,486.43万 | 0.20% | 150,607 | -37,155 | -19.8% | -$1,106.81万 | 减仓 |
| PWR | QUANTA SVCS INC | $4,469.94万 | 0.20% | 62,079 | -321 | -0.5% | -$23.11万 | 减仓 |
| MO | ALTRIA GROUP INC | $4,418.36万 | 0.19% | 614,088 | -2,016 | -0.3% | -$14.51万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,401.85万 | 0.19% | 206,883 | 10,467 | 5.3% | $222.71万 | 加仓 |
| DVY | ISHARES TR | $4,303.53万 | 0.19% | 275,338 | -5,431 | -1.9% | -$84.89万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,298.31万 | 0.19% | 56,324 | 520 | 0.9% | $39.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $4,224.56万 | 0.19% | 233,517 | 207 | 0.1% | $3.74万 | 加仓 |
| KLAC | KLA CORP | $4,223.97万 | 0.19% | 140,001 | 4,861 | 3.6% | $146.66万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,199.90万 | 0.18% | 149,351 | 3,209 | 2.2% | $90.24万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $4,170.73万 | 0.18% | 329,494 | -2,333 | -0.7% | -$29.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,114.96万 | 0.18% | 477,706 | 3,196 | 0.7% | $27.53万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4,062.16万 | 0.18% | 447,670 | -10,592 | -2.3% | -$96.11万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $4,016.10万 | 0.18% | 795,424 | -284,525 | -26.3% | -$1,436.57万 | 减仓 |
| PFE | PFIZER INC | $4,013.68万 | 0.18% | 1,666,812 | -11,468 | -0.7% | -$27.61万 | 减仓 |
| GE | GE AEROSPACE | $3,852.56万 | 0.17% | 103,084 | 539 | 0.5% | $20.14万 | 加仓 |
| GLD | SPDR GOLD TR | $3,812.66万 | 0.17% | 103,498 | -131 | -0.1% | -$4.83万 | 减仓 |
| C | CITIGROUP INC | $3,810.96万 | 0.17% | 272,289 | 55,731 | 25.7% | $780.01万 | 加仓 |
| SYK | STRYKER CORPORATION | $3,795.77万 | 0.17% | 120,562 | -76,195 | -38.7% | -$2,398.92万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,744.25万 | 0.16% | 50 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $3,690.21万 | 0.16% | 193,732 | -17,475 | -8.3% | -$332.86万 | 减仓 |
| IYW | ISHARES TR | $3,666.82万 | 0.16% | 145,376 | -689 | -0.5% | -$17.38万 | 减仓 |
| CB | CHUBB LIMITED | $3,666.02万 | 0.16% | 107,590 | -3,906 | -3.5% | -$133.09万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $3,620.09万 | 0.16% | 372,974 | -18,627 | -4.8% | -$180.79万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3,553.91万 | 0.16% | 281,297 | 201,812 | 253.9% | $2,549.69万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3,546.30万 | 0.16% | 455,413 | 100,643 | 28.4% | $783.71万 | 加仓 |
| IJR | ISHARES TR | $3,542.70万 | 0.16% | 238,871 | 5,009 | 2.1% | $74.29万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,486.76万 | 0.15% | 128,915 | -1,407 | -1.1% | -$38.06万 | 减仓 |
| WFC | WELLS FARGO & CO | $3,454.92万 | 0.15% | 418,069 | -8,089 | -1.9% | -$66.85万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $3,414.59万 | 0.15% | 201,000 | 44,466 | 28.4% | $755.39万 | 加仓 |
| EEM | ISHARES TR | $3,389.30万 | 0.15% | 495,439 | -6,713 | -1.3% | -$45.92万 | 减仓 |
| CME | CME GROUP INC | $3,337.14万 | 0.15% | 151,118 | 3,132 | 2.1% | $69.16万 | 加仓 |
| SOXX | ISHARES TR | $3,298.89万 | 0.14% | 51,484 | -3,542 | -6.4% | -$226.96万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,232.15万 | 0.14% | 67,679 | -1,162 | -1.7% | -$55.49万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,195.63万 | 0.14% | 82,632 | -8,825 | -9.6% | -$341.29万 | 减仓 |
| APP | APPLOVIN CORP | $3,174.38万 | 0.14% | 61,611 | -6,335 | -9.3% | -$326.40万 | 减仓 |
| AGG | ISHARES TR | $3,138.99万 | 0.14% | 317,134 | 131,019 | 70.4% | $1,296.83万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $3,134.51万 | 0.14% | 541,927 | -7,596 | -1.4% | -$43.94万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,103.52万 | 0.14% | 266,008 | -7,728 | -2.8% | -$90.16万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $3,032.71万 | 0.13% | 127,661 | -3,495 | -2.7% | -$83.03万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,989.85万 | 0.13% | 68,997 | -3,578 | -4.9% | -$155.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,939.27万 | 0.13% | 364,810 | 43,198 | 13.4% | $348.05万 | 加仓 |
| GLW | CORNING INC | $2,908.61万 | 0.13% | 113,871 | -12,072 | -9.6% | -$308.36万 | 减仓 |
| DBEF | DBX ETF TR | $2,888.20万 | 0.13% | 528,683 | 118,744 | 29.0% | $648.70万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $2,885.62万 | 0.13% | 465,048 | -193,429 | -29.4% | -$1,200.23万 | 减仓 |
| SNDK | SANDISK CORP | $2,833.07万 | 0.12% | 12,460 | 89 | 0.7% | $20.24万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $2,751.64万 | 0.12% | 307,514 | -86,628 | -22.0% | -$775.15万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $2,699.42万 | 0.12% | 839,112 | 32,118 | 4.0% | $103.32万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,681.67万 | 0.12% | 252,250 | -23,221 | -8.4% | -$246.86万 | 减仓 |
| ASML | ASML HLDG NV | $2,643.77万 | 0.12% | 13,289 | 636 | 5.0% | $126.53万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2,643.10万 | 0.12% | 719,016 | -182,575 | -20.3% | -$671.15万 | 减仓 |
| PFF | ISHARES TR | $2,517.91万 | 0.11% | 825,814 | -19,061 | -2.3% | -$58.12万 | 减仓 |
| PLD | PROLOGIS INC. | $2,509.35万 | 0.11% | 185,233 | 6,407 | 3.6% | $86.80万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,497.30万 | 0.11% | 271,180 | -10,837 | -3.8% | -$99.80万 | 减仓 |
| NOW | SERVICENOW INC | $2,481.81万 | 0.11% | 249,981 | -50,796 | -16.9% | -$504.30万 | 减仓 |
| GRMN | GARMIN LTD | $2,426.64万 | 0.11% | 102,157 | -8,177 | -7.4% | -$194.24万 | 减仓 |
| CBRE | CBRE GROUP INC | $2,408.70万 | 0.11% | 178,833 | -258,841 | -59.1% | -$3,486.33万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,394.70万 | 0.11% | 67,601 | -1,799 | -2.6% | -$63.73万 | 减仓 |
| QCOM | QUALCOMM INC | $2,382.89万 | 0.10% | 128,951 | -63,030 | -32.8% | -$1,164.73万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,356.63万 | 0.10% | 105,230 | -4,651 | -4.2% | -$104.16万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2,350.44万 | 0.10% | 120,264 | -3,497 | -2.8% | -$68.35万 | 减仓 |
| APH | AMPHENOL CORP | $2,326.54万 | 0.10% | 131,950 | 16,703 | 14.5% | $294.51万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,306.73万 | 0.10% | 544,811 | -22,090 | -3.9% | -$93.53万 | 减仓 |
| NDAQ | NASDAQ INC | $2,251.16万 | 0.10% | 285,608 | -12,736 | -4.3% | -$100.39万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,238.31万 | 0.10% | 45,211 | -2,292 | -4.8% | -$113.47万 | 减仓 |
| IVW | ISHARES TR | $2,211.99万 | 0.10% | 160,837 | -4,090 | -2.5% | -$56.25万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $2,194.44万 | 0.10% | 62,691 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $2,134.74万 | 0.09% | 937,112 | -10,407 | -1.1% | -$23.71万 | 减仓 |
| INTC | INTEL CORP | $2,099.92万 | 0.09% | 150,392 | 9,176 | 6.5% | $128.12万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $2,073.34万 | 0.09% | 242,015 | 2,235 | 0.9% | $19.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,065.32万 | 0.09% | 94,770 | -1,326 | -1.4% | -$28.90万 | 减仓 |
| IAU | ISHARES GOLD TR | $2,055.87万 | 0.09% | 272,265 | -7,357 | -2.6% | -$55.55万 | 减仓 |
| AME | AMETEK INC | $2,048.39万 | 0.09% | 84,665 | -3,688 | -4.2% | -$89.23万 | 减仓 |
| AEE | AMEREN CORP | $2,027.16万 | 0.09% | 179,331 | -815 | -0.5% | -$9.21万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,996.45万 | 0.09% | 50,267 | -4,952 | -9.0% | -$196.68万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,952.60万 | 0.09% | 224,334 | 218,435 | 3,702.9% | $1,901.26万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,934.18万 | 0.08% | 58,530 | -1,608 | -2.7% | -$53.14万 | 减仓 |
| IYM | ISHARES TR | $1,925.01万 | 0.08% | 107,225 | -764 | -0.7% | -$13.72万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $1,889.96万 | 0.08% | 212,690 | 212,690 | — | $1,889.96万 | 新建仓 |
| AZO | AUTOZONE INC | $1,834.47万 | 0.08% | 5,740 | -1,691 | -22.8% | -$540.43万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,823.61万 | 0.08% | 34,909 | -236 | -0.7% | -$12.33万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,809.20万 | 0.08% | 82,820 | -1,362 | -1.6% | -$29.75万 | 减仓 |
| EFG | ISHARES TR | $1,764.08万 | 0.08% | 141,784 | 57,952 | 69.1% | $721.04万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,743.24万 | 0.08% | 210,918 | 28,473 | 15.6% | $235.33万 | 加仓 |
| IVE | ISHARES TR | $1,701.59万 | 0.07% | 74,940 | -1,468 | -1.9% | -$33.33万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,669.14万 | 0.07% | 49,852 | 4,725 | 10.5% | $158.20万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,640.44万 | 0.07% | 76,987 | -29,214 | -27.5% | -$622.49万 | 减仓 |
| SHEL | SHELL PLC | $1,636.61万 | 0.07% | 211,067 | -1,495 | -0.7% | -$11.59万 | 减仓 |
| EMXC | ISHARES INC | $1,633.21万 | 0.07% | 159,649 | 33,097 | 26.2% | $338.58万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $1,626.79万 | 0.07% | 201,998 | 78,383 | 63.4% | $631.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,623.89万 | 0.07% | 168,401 | 7,126 | 4.4% | $68.72万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,618.31万 | 0.07% | 52,834 | -1,136 | -2.1% | -$34.80万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,614.22万 | 0.07% | 280,150 | -1,660 | -0.6% | -$9.56万 | 减仓 |
| EOG | EOG RES INC | $1,612.34万 | 0.07% | 124,284 | 22,738 | 22.4% | $294.98万 | 加仓 |
| T | AT&T INC | $1,595.12万 | 0.07% | 770,589 | -252,224 | -24.7% | -$522.10万 | 减仓 |
| PKG | PACKAGING CORP AMER | $1,592.14万 | 0.07% | 66,818 | 95 | 0.1% | $2.26万 | 加仓 |