Commerce Bank 13F 持仓 · 2026年Q2
Commerce Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,332 只证券，申报市值合计 227.83 亿美元。前几大持仓：AAPL（5.43%）、NVDA（4.53%）、GOOGL（4.19%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.24B | 5.43% | 4.3M | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $1.03B | 4.53% | 5.2M | 增持 |
| 3 | GOOGL | ALPHABET INC | $953.7M | 4.19% | 2.7M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $810.3M | 3.56% | 2.2M | 增持 |
| 5 | AMZN | AMAZON COM INC | $623.0M | 2.73% | 2.6M | 减持 |
| 6 | AVGO | BROADCOM INC | $542.9M | 2.38% | 1.4M | 减持 |
| 7 | JPM | JPMORGAN CHASE & CO | $424.8M | 1.86% | 1.3M | 减持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $370.7M | 1.63% | 496,436 | 减持 |
| 9 | IVV | ISHARES TR | $356.8M | 1.57% | 476,427 | 增持 |
| 10 | CBSH | COMMERCE BANCSHARES INC | $316.0M | 1.39% | 5.5M | 减持 |
| 11 | IWS | ISHARES TR | $314.8M | 1.38% | 1.9M | 减持 |
| 12 | CAT | CATERPILLAR INC | $287.9M | 1.26% | 270,388 | 增持 |
| 13 | GOOG | ALPHABET INC | $274.6M | 1.21% | 777,110 | 减持 |
| 14 | MS | MORGAN STANLEY | $255.0M | 1.12% | 1.2M | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $251.6M | 1.10% | 990,481 | 增持 |
| 16 | LLY | ELI LILLY & CO | $235.4M | 1.03% | 196,251 | 增持 |
| 17 | V | VISA INC | $234.8M | 1.03% | 684,312 | 减持 |
| 18 | XOM | EXXON MOBIL CORP | $226.7M | 0.99% | 1.7M | 减持 |
| 19 | IWF | ISHARES TR | $224.2M | 0.98% | 1.8M | 增持 |
| 20 | IWP | ISHARES TR | $223.1M | 0.98% | 1.5M | 减持 |
| 21 | META | META PLATFORMS INC | $220.2M | 0.97% | 390,909 | 减持 |
| 22 | PG | PROCTER & GAMBLE CO | $209.3M | 0.92% | 1.4M | 减持 |
| 23 | IWM | ISHARES TR | $206.7M | 0.91% | 688,092 | 增持 |
| 24 | PANW | PALO ALTO NETWORKS INC | $201.3M | 0.88% | 590,311 | 增持 |
| 25 | UPS | UNITED PARCEL SVCS INC | $187.1M | 0.82% | 1.7M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR