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 |
|---|---|---|---|---|---|---|---|---|
| MPLX | MPLX LP | $76.09万 | 0.00% | 13,333 | 1,809 | 15.7% | $10.32万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $75.99万 | 0.00% | 9,212 | 6,202 | 206.0% | $51.16万 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $75.75万 | 0.00% | 35,381 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $75.55万 | 0.00% | 1,274 | 3 | 0.2% | $1,779 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $75.42万 | 0.00% | 9,772 | 4,445 | 83.4% | $34.31万 | 加仓 |
| FSLR | FIRST SOLAR INC | $75.39万 | 0.00% | 3,822 | 1,676 | 78.1% | $33.06万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $74.82万 | 0.00% | 7,339 | -11,582 | -61.2% | -$118.08万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $74.67万 | 0.00% | 22,663 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $74.59万 | 0.00% | 13,522 | 3,661 | 37.1% | $20.19万 | 加仓 |
| SNOW | SNOWFLAKE INC | $74.41万 | 0.00% | 4,934 | -277 | -5.3% | -$4.18万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $74.28万 | 0.00% | 3,423 | -784 | -18.6% | -$17.01万 | 减仓 |
| MAS | MASCO CORP | $74.07万 | 0.00% | 12,269 | 239 | 2.0% | $1.44万 | 加仓 |
| AMCR | AMCOR PLC | $74.01万 | 0.00% | 18,620 | 18,620 | — | $74.01万 | 新建仓 |
| ALB | ALBEMARLE CORP | $73.89万 | 0.00% | 4,116 | -619 | -13.1% | -$11.11万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $73.79万 | 0.00% | 32,419 | 16,482 | 103.4% | $37.51万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $73.77万 | 0.00% | 22,165 | -9,709 | -30.5% | -$32.31万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $73.64万 | 0.00% | 38,433 | 14,225 | 58.8% | $27.26万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $73.41万 | 0.00% | 3,757 | 122 | 3.4% | $2.38万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $73.15万 | 0.00% | 3,168 | 283 | 9.8% | $6.53万 | 加仓 |
| SCI | SERVICE CORP INTL | $73.08万 | 0.00% | 8,857 | 145 | 1.7% | $1.20万 | 加仓 |
| — | THERMON GROUP HLDGS INC | $73.06万 | 0.00% | 14,497 | -1,876 | -11.5% | -$9.46万 | 减仓 |
| BROS | DUTCH BROS INC | $72.57万 | 0.00% | 14,324 | 521 | 3.8% | $2.64万 | 加仓 |
| EAGG | ISHARES TR | $72.39万 | 0.00% | 15,225 | 390 | 2.6% | $1.85万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $71.85万 | 0.00% | 12,172 | 7,567 | 164.3% | $44.67万 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $71.57万 | 0.00% | 28,167 | 390 | 1.4% | $9,910 | 加仓 |
| BG | BUNGE GLOBAL SA | $71.05万 | 0.00% | 5,586 | 1,083 | 24.1% | $13.78万 | 加仓 |
| HEI/A | HEICO CORP NEW | $70.97万 | 0.00% | 3,362 | 331 | 10.9% | $6.99万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $70.83万 | 0.00% | 8,223 | 8,223 | — | $70.83万 | 新建仓 |
| SMP | STANDARD MTR PRODS INC | $70.19万 | 0.00% | 20,204 | 20,204 | — | $70.19万 | 新建仓 |
| NTNX | NUTANIX INC | $69.92万 | 0.00% | 18,395 | -1,296 | -6.6% | -$4.93万 | 减仓 |
| CMS | CMS ENERGY CORP | $69.87万 | 0.00% | 9,006 | 107 | 1.2% | $8,301 | 加仓 |
| AIQ | GLOBAL X FDS | $69.72万 | 0.00% | 14,939 | 5,697 | 61.6% | $26.59万 | 加仓 |
| FSLY | FASTLY INC | $69.70万 | 0.00% | 23,984 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $69.68万 | 0.00% | 11,619 | 562 | 5.1% | $3.37万 | 加仓 |
| VDC | VANGUARD WORLD FD | $68.70万 | 0.00% | 3,059 | 198 | 6.9% | $4.45万 | 加仓 |
| BCPC | BALCHEM CORP | $68.59万 | 0.00% | 4,047 | -407 | -9.1% | -$6.90万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $68.46万 | 0.00% | 1,737 | 1,737 | — | $68.46万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $68.45万 | 0.00% | 4,057 | 100 | 2.5% | $1.69万 | 加仓 |
| OVV | OVINTIV INC | $68.43万 | 0.00% | 11,528 | -7 | -0.1% | -$416 | 减仓 |
| OSK | OSHKOSH CORP | $68.11万 | 0.00% | 4,627 | 400 | 9.5% | $5.89万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $67.90万 | 0.00% | 19,019 | 1,748 | 10.1% | $6.24万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $67.85万 | 0.00% | 51,718 | -2,804 | -5.1% | -$3.68万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $67.64万 | 0.00% | 6,993 | -150 | -2.1% | -$1.45万 | 减仓 |
| SMH | VANECK ETF TRUST | $67.09万 | 0.00% | 1,750 | 1,750 | — | $67.09万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $67.06万 | 0.00% | 5,270 | 5,270 | — | $67.06万 | 新建仓 |
| GSK | GSK PLC | $66.75万 | 0.00% | 12,094 | 4,276 | 54.7% | $23.60万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $66.64万 | 0.00% | 10,958 | 2 | 0.0% | $122 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $65.40万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS | $65.33万 | 0.00% | 12,639 | -692 | -5.2% | -$3.58万 | 减仓 |
| DNOW | DNOW INC | $64.98万 | 0.00% | 54,562 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $64.87万 | 0.00% | 10,301 | 10,301 | — | $64.87万 | 新建仓 |
| LII | LENNOX INTL INC | $64.84万 | 0.00% | 1,397 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $64.64万 | 0.00% | 15,230 | 562 | 3.8% | $2.39万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $64.50万 | 0.00% | 42,856 | 4,709 | 12.3% | $7.09万 | 加仓 |
| EMN | EASTMAN CHEM CO | $64.39万 | 0.00% | 8,437 | -160 | -1.9% | -$1.22万 | 减仓 |
| CGNX | COGNEX CORP | $64.17万 | 0.00% | 13,098 | 13,098 | — | $64.17万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $64.10万 | 0.00% | 18,055 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC-CORP | $64.09万 | 0.00% | 24,783 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $63.41万 | 0.00% | 18,666 | 18,666 | — | $63.41万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $63.39万 | 0.00% | 10,717 | -372 | -3.4% | -$2.20万 | 减仓 |
| GLPI | GAMING & LEISURE P | $63.16万 | 0.00% | 14,235 | 498 | 3.6% | $2.21万 | 加仓 |
| IGM | ISHARES TR | $63.07万 | 0.00% | 5,322 | 194 | 3.8% | $2.30万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $63.05万 | 0.00% | 8,529 | 327 | 4.0% | $2.42万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $62.76万 | 0.00% | 6,987 | -442 | -5.9% | -$3.97万 | 减仓 |
| RGLD | ROYAL GOLD INC | $62.63万 | 0.00% | 2,461 | 88 | 3.7% | $2.24万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $62.21万 | 0.00% | 11,618 | 1,378 | 13.5% | $7.38万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $61.80万 | 0.00% | 6,715 | -145 | -2.1% | -$1.33万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $61.66万 | 0.00% | 21,202 | 8,177 | 62.8% | $23.78万 | 加仓 |
| UGI | UGI CORP NEW | $61.63万 | 0.00% | 16,923 | 1,015 | 6.4% | $3.70万 | 加仓 |
| GEN | GEN DIGITAL INC | $61.62万 | 0.00% | 32,722 | -835 | -2.5% | -$1.57万 | 减仓 |
| — | CHART INDS INC | $61.57万 | 0.00% | 2,978 | 2,978 | — | $61.57万 | 新建仓 |
| REG | REGENCY CTRS CORP | $61.54万 | 0.00% | 8,134 | -252 | -3.0% | -$1.91万 | 减仓 |
| HROW | HARROW INC | $61.46万 | 0.00% | 17,430 | 17,430 | — | $61.46万 | 新建仓 |
| SKY | CHAMPION HOMES INC | $61.42万 | 0.00% | 8,259 | -830 | -9.1% | -$6.17万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $61.31万 | 0.00% | 8,165 | 54 | 0.7% | $4,055 | 加仓 |
| HUM | HUMANA INC | $61.17万 | 0.00% | 3,528 | -2,233 | -38.8% | -$38.72万 | 减仓 |
| DEO | DIAGEO PLC | $60.78万 | 0.00% | 8,164 | 1,224 | 17.6% | $9.11万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $60.70万 | 0.00% | 24,635 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $60.63万 | 0.00% | 3,541 | 409 | 13.1% | $7.00万 | 加仓 |
| SSO | PROSHARES TR | $60.28万 | 0.00% | 11,620 | 2,630 | 29.3% | $13.64万 | 加仓 |
| AIZ | ASSURANT INC | $60.14万 | 0.00% | 2,761 | 915 | 49.6% | $19.93万 | 加仓 |
| MTDR | MATADOR RES CO | $59.68万 | 0.00% | 9,446 | -190 | -2.0% | -$1.20万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $59.30万 | 0.00% | 6,305 | 6,305 | — | $59.30万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $59.13万 | 0.00% | 2,982 | 338 | 12.8% | $6.70万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $59.10万 | 0.00% | 21,546 | -13,000 | -37.6% | -$35.66万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $58.61万 | 0.00% | 25,393 | -1,032 | -3.9% | -$2.38万 | 减仓 |
| XPO | XPO INC | $58.58万 | 0.00% | 3,011 | 247 | 8.9% | $4.81万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $57.97万 | 0.00% | 13,577 | 50 | 0.4% | $2,135 | 加仓 |
| AR | ANTERO RESOURCES CORP | $57.62万 | 0.00% | 13,578 | 1,399 | 11.5% | $5.94万 | 加仓 |
| BRO | BROWN & BROWN INC | $57.53万 | 0.00% | 8,822 | -116 | -1.3% | -$7,564 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $57.22万 | 0.00% | 3,472 | 25 | 0.7% | $4,120 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $56.96万 | 0.00% | 9,847 | -515 | -5.0% | -$2.98万 | 减仓 |
| NOVT | NOVANTA INC | $56.87万 | 0.00% | 4,815 | -321 | -6.2% | -$3.79万 | 减仓 |
| ESGU | ISHARES TR | $56.79万 | 0.00% | 4,016 | 371 | 10.2% | $5.25万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $56.55万 | 0.00% | 9,549 | 682 | 7.7% | $4.04万 | 加仓 |
| MGK | VANGUARD WORLD FD | $56.48万 | 0.00% | 1,537 | 271 | 21.4% | $9.96万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $56.33万 | 0.00% | 2,737 | 487 | 21.6% | $10.02万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $56.30万 | 0.00% | 21,381 | -186 | -0.9% | -$4,897 | 减仓 |
| PATK | PATRICK INDS INC | $55.77万 | 0.00% | 5,021 | -1,275 | -20.3% | -$14.16万 | 减仓 |
| AGCO | AGCO CORP | $55.56万 | 0.00% | 4,795 | -273 | -5.4% | -$3.16万 | 减仓 |