13F 机构持仓

COMMERCE BANK

KANSAS CITY MO · SEC CIK 0001009076

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$227.83亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.3%
NVDA 4.3%
MSFT 3.9%
GOOGL 3.8%
AMZN 2.6%
AVGO 2.2%
JPM 1.9%
CBSH 1.7%
SPY 1.6%
IVV 1.5%

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
VCIT VANGUARD SCOTTSDALE FDS $1,509.73万0.07%182,445 118,391184.8% $979.69万 加仓
BP BP PLC $1,501.33万0.07%319,432 259,099429.4% $1,217.77万 加仓
FCX FREEPORT MCMORAN INC $1,483.25万0.07%252,340 -13,025-4.9% -$76.56万 减仓
AFL AFLAC INC $1,471.92万0.07%134,165 -1,864-1.4% -$20.45万 减仓
EOG EOG RES INC $1,468.05万0.07%101,546 81,077396.1% $1,172.13万 加仓
RCL ROYAL CARIBBEAN GROUP $1,463.43万0.07%53,181 -10,499-16.5% -$288.91万 减仓
APH AMPHENOL CORP $1,456.15万0.07%115,247 -2,159-1.8% -$27.28万 减仓
BR BROADRIDGE FINL SOLUTIONS IN $1,454.99万0.07%89,549 38,00073.7% $617.42万 加仓
OKE ONEOK INC NEW $1,449.70万0.07%160,383 -893-0.6% -$8.07万 减仓
VNQ VANGUARD INDEX FDS $1,430.51万0.07%161,275 4,5282.9% $40.16万 加仓
CEG CONSTELLATION ENERGY CORP $1,419.79万0.07%50,843 11,20528.3% $312.90万 加仓
PKG PACKAGING CORP AMER $1,416.00万0.07%66,723 -2,226-3.2% -$47.24万 减仓
VOT VANGUARD INDEX FDS $1,388.92万0.07%53,970 4,5199.1% $116.30万 加仓
MU MICRON TECHNOLOGY INC $1,379.70万0.07%40,839 3,82910.3% $129.36万 加仓
KKR KKR & CO INC $1,357.20万0.07%146,724 132,662943.4% $1,227.12万 加仓
PSA PUBLIC STORAGE OPER CO $1,348.14万0.07%49,769 -3,093-5.9% -$83.78万 减仓
FVD FIRST TR EXCHANGE-TRADED FD $1,340.43万0.06%285,016 1,2930.5% $6.08万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $1,309.08万0.06%6,946 -8,879-56.1% -$1,673.39万 减仓
VVV VALVOLINE INC $1,308.24万0.06%388,432 -352,600-47.6% -$1,187.56万 减仓
HUBB HUBBELL INC $1,307.14万0.06%26,636 22,754586.1% $1,116.63万 加仓
SBUX STARBUCKS CORP $1,299.91万0.06%145,095 38,51936.1% $345.09万 加仓
ROL ROLLINS INC $1,299.90万0.06%243,382 130,237115.1% $695.60万 加仓
XEL XCEL ENERGY INC $1,278.03万0.06%160,880 7,1404.6% $56.72万 加仓
SYY SYSCO CORP $1,265.39万0.06%177,399 2,8111.6% $20.05万 加仓
AJG GALLAGHER ARTHUR J & CO $1,257.51万0.06%58,062 38,235192.8% $828.09万 加仓
CL COLGATE PALMOLIVE CO $1,248.81万0.06%146,522 17,03413.2% $145.18万 加仓
FISV FISERV INC $1,245.66万0.06%223,236 56,96234.3% $317.85万 加仓
CRM SALESFORCE INC $1,232.26万0.06%66,013 -16,937-20.4% -$316.16万 减仓
WMB WILLIAMS COS INC $1,224.42万0.06%168,236 12,6278.1% $91.90万 加仓
NSC NORFOLK SOUTHN CORP $1,213.87万0.06%42,295 5,67515.5% $162.87万 加仓
MPWR MONOLITHIC PWR SYS INC $1,206.95万0.06%11,039 8,334308.1% $911.20万 加仓
BSV VANGUARD BD INDEX FDS $1,177.95万0.06%150,229 51,48252.1% $403.67万 加仓
BA BOEING CO $1,176.19万0.06%59,096 5,3129.9% $105.72万 加仓
VOE VANGUARD INDEX FDS $1,145.43万0.06%62,157 7,64214.0% $140.83万 加仓
VRT VERTIV HOLDINGS CO $1,130.79万0.05%45,127 8,11621.9% $203.37万 加仓
AMP AMERIPRISE FINL INC $1,126.47万0.05%25,348 5,36626.9% $238.47万 加仓
YUM YUM BRANDS INC $1,123.96万0.05%72,290 -5,355-6.9% -$83.26万 减仓
SPGI S&P GLOBAL INC $1,118.47万0.05%26,296 1,3365.4% $56.83万 加仓
CMI CUMMINS INC $1,111.12万0.05%20,652 3,62421.3% $194.98万 加仓
GILD GILEAD SCIENCES INC $1,107.78万0.05%79,485 3,4634.6% $48.26万 加仓
CI THE CIGNA GROUP $1,107.57万0.05%41,521 1,6514.1% $44.04万 加仓
MMM 3M CO $1,103.75万0.05%76,000 16,12626.9% $234.20万 加仓
DOV DOVER CORP $1,084.92万0.05%52,047 -1,156-2.2% -$24.10万 减仓
APD AIR PRODUCTS AND CHEMICALS I $1,084.17万0.05%37,322 3,54610.5% $103.01万 加仓
VLO VALERO ENERGY CORP $1,082.41万0.05%43,808 18,22571.2% $450.30万 加仓
ALL ALLSTATE CORP $1,076.94万0.05%51,941 9,20521.5% $190.86万 加仓
AVUV AMERICAN CENTY ETF TR $1,061.88万0.05%96,124 92,3092,419.6% $1,019.74万 加仓
ENB ENBRIDGE INC $1,059.15万0.05%195,631 10,9605.9% $59.34万 加仓
CASY CASEYS GEN STORES INC $1,044.99万0.05%14,357 -1,057-6.9% -$76.93万 减仓
CHD CHURCH & DWIGHT CO INC $1,032.92万0.05%110,686 -3,327-2.9% -$31.05万 减仓
PPL PPL CORP $1,027.73万0.05%269,040 226,154527.3% $863.91万 加仓
WEC WEC ENERGY GROUP INC $1,017.38万0.05%87,879 8,95111.3% $103.63万 加仓
TRGP TARGA RES CORP $1,005.18万0.05%40,090 -4,960-11.0% -$124.36万 减仓
PNC PNC FINL SVCS GROUP INC $1,004.64万0.05%48,279 5,40912.6% $112.56万 加仓
EMB ISHARES TR $996.85万0.05%106,127 -1,674-1.6% -$15.72万 减仓
EMXC ISHARES INC $995.46万0.05%126,552 61,31994.0% $482.34万 加仓
BND VANGUARD BD INDEX FDS $983.79万0.05%133,594 19,23716.8% $141.66万 加仓
DRI DARDEN RESTAURANTS INC $967.56万0.05%49,355 460.1% $9,018 加仓
SCCO SOUTHERN COPPER CORP $959.34万0.05%55,756 11,89727.1% $204.70万 加仓
PSX PHILLIPS 66 $947.37万0.05%52,002 5,68712.3% $103.61万 加仓
CSX CSX CORP $941.04万0.05%229,243 43,54923.5% $178.77万 加仓
CATH GLOBAL X FDS $938.86万0.05%120,135 -5,925-4.7% -$46.30万 减仓
EFG ISHARES TR $933.64万0.05%83,832 18,62128.6% $207.38万 加仓
VEU VANGUARD INTL EQUITY INDEX F $931.77万0.05%124,070 6,0415.1% $45.37万 加仓
CALY CALLAWAY GOLF CO $926.64万0.04%667,605 667,605— $926.64万 新建仓
MPC MARATHON PETE CORP $923.24万0.04%37,810 5,42916.8% $132.57万 加仓
GWX SPDR INDEX SHS FDS $922.99万0.04%218,563 21,34210.8% $90.13万 加仓
AVMV AMERICAN CENTY ETF TR $916.98万0.04%123,615 123,615— $916.98万 新建仓
VB VANGUARD INDEX FDS $916.88万0.04%35,006 12,39554.8% $324.65万 加仓
MSCI MSCI INC $901.76万0.04%16,730 -283-1.7% -$15.25万 减仓
ECL ECOLAB INC $897.18万0.04%33,726 1700.5% $4.52万 加仓
CMCSA COMCAST CORP NEW $894.39万0.04%311,526 5,9932.0% $17.21万 加仓
INTU INTUIT $891.83万0.04%20,626 -4,228-17.0% -$182.81万 减仓
DHI D R HORTON INC $885.95万0.04%64,564 -406-0.6% -$5.57万 减仓
CARR CARRIER GLOBAL CORPORATION $884.60万0.04%157,094 22,51416.7% $126.78万 加仓
XLE SELECT SECTOR SPDR TR $878.76万0.04%143,448 11,5218.7% $70.58万 加仓
TSCO TRACTOR SUPPLY CO $866.87万0.04%191,363 39,65726.1% $179.65万 加仓
LHX L3HARRIS TECHNOLOGIES INC $862.39万0.04%24,986 5,20126.3% $179.51万 加仓
TGT TARGET CORP $846.07万0.04%69,808 600.1% $7,272 加仓
VTHR VANGUARD SCOTTSDALE FDS $840.15万0.04%29,215 -35-0.1% -$1.01万 减仓
TRV TRAVELERS COMPANIES INC $839.75万0.04%28,790 5,51823.7% $160.95万 加仓
MRSH MARSH & MCLENNAN COS INC $836.46万0.04%48,225 24,144100.3% $418.78万 加仓
TKO TKO GROUP HOLDINGS INC $833.72万0.04%41,345 2,2365.7% $45.09万 加仓
FDX FEDEX CORP $829.33万0.04%23,284 3,79719.5% $135.24万 加仓
D DOMINION ENERGY INC $826.72万0.04%133,730 18,59116.1% $114.93万 加仓
SCHW SCHWAB CHARLES CORP $822.48万0.04%87,517 15,22621.1% $143.09万 加仓
WSO WATSCO INC $818.85万0.04%22,509 20,5471,047.2% $747.48万 加仓
STT STATE STR CORP $809.52万0.04%63,963 4,1296.9% $52.26万 加仓
KMB KIMBERLY-CLARK CORP $803.25万0.04%83,264 -2,661-3.1% -$25.67万 减仓
VBK VANGUARD INDEX FDS $791.38万0.04%26,183 6,66734.2% $201.51万 加仓
XLV SELECT SECTOR SPDR TR $788.18万0.04%53,760 17,95950.2% $263.30万 加仓
POST POST HLDGS INC $786.22万0.04%79,529 -8-0.0% -$791 减仓
SNDK SANDISK CORP $785.98万0.04%12,371 2151.8% $13.66万 加仓
VIG VANGUARD SPECIALIZED FUNDS $785.33万0.04%36,517 15,18071.1% $326.46万 加仓
RPM RPM INTL INC $783.30万0.04%78,803 52,666201.5% $523.50万 加仓
VTWO VANGUARD SCOTTSDALE FDS $779.78万0.04%77,846 60,355345.1% $604.58万 加仓
DGX QUEST DIAGNOSTICS INC $778.98万0.04%39,748 25,820185.4% $506.02万 加仓
COR CENCORA INC $770.30万0.04%24,521 5,79230.9% $181.95万 加仓
MET METLIFE INC $768.84万0.04%108,716 4,4774.3% $31.66万 加仓
CHWY CHEWY INC $768.76万0.04%284,726 284,726— $768.76万 新建仓