BRIDGES INVESTMENT MANAGEMENT INC
OMAHA NE · SEC CIK 0001007295
$73.80亿2026Q1 申报市值
396持仓数
39.0%前十大占比 · 第一大 5.3%
14 / 26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
VEA 加仓+$1,699.16万
TT 加仓+$1,592.74万
AZO 加仓+$1,432.18万
BMI 加仓+$1,273.94万
NOW 加仓+$1,216.75万
2026Q1 卖出最多 按季末市值估算
BWXT 减仓-$3,830.20万
AAPL 减仓-$3,349.88万
UNP 减仓-$2,495.95万
IVV 减仓-$1,677.84万
GOOGL 减仓-$1,586.70万
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 |
|---|---|---|---|---|---|---|---|---|
| BKR | BAKER HUGHES COMPANY | $33.76万 | 0.00% | 5,530 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $33.96万 | 0.00% | 2,008 | -413 | -17.1% | -$6.98万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $34.00万 | 0.00% | 2,093 | -162 | -7.2% | -$2.63万 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $34.27万 | 0.00% | 4,775 | -50 | -1.0% | -$3,588 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 400 | $34.72万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $34.79万 | 0.00% | 2,514 | 2,514 | — | $34.79万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A | $34.90万 | 0.00% | 16,368 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $35.22万 | 0.00% | 2,137 | -890 | -29.4% | -$14.67万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC COM | $37.03万 | 0.01% | 6,299 | 142 | 2.3% | $8,347 | 加仓 |
| IJJ | ISHARES S&P MID CAP VALUE ETF | $37.29万 | 0.01% | 2,814 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $38.17万 | 0.01% | 2,539 | 0 | 0.0% | — | 不变 |
| ARKF | ARK FINTECH INNOVATION ETF | $38.36万 | 0.01% | 10,093 | -375 | -3.6% | -$1.43万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $38.63万 | 0.01% | 3,900 | -725 | -15.7% | -$7.18万 | 减仓 |
| NTRA | NATERA INC | $38.96万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| — | ITT CORP | $39.25万 | 0.01% | 2,060 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON S | $39.41万 | 0.01% | 3,416 | -149 | -4.2% | -$1.72万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH | $39.42万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK CORP COM | $39.87万 | 0.01% | 4,133 | -16 | -0.4% | -$1,544 | 减仓 |
| VOE | VANGUARD MID CAP VALUE INDEX F | $39.93万 | 0.01% | 2,167 | 192 | 9.7% | $3.54万 | 加仓 |
| — | 88 TACTICAL KANSAS CITY, LLC P | $41.89万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $42.12万 | 0.01% | 17,313 | 17,313 | — | $42.12万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES, INC | $42.76万 | 0.01% | 2,102 | -35 | -1.6% | -$7,120 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $42.91万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SER 1 | $44.96万 | 0.01% | 779 | -59 | -7.0% | -$3.41万 | 减仓 |
| MKC | MCCORMICK & COMPANY, INC. | $45.35万 | 0.01% | 8,990 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $45.60万 | 0.01% | 1,538 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATERIALS | $46.27万 | 0.01% | 786 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $46.27万 | 0.01% | 852 | -233 | -21.5% | -$12.65万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC-A | $46.56万 | 0.01% | 4,190 | -553 | -11.7% | -$6.14万 | 减仓 |
| FICO | FAIR ISAAC CORPORATION | $48.15万 | 0.01% | 451 | -62 | -12.1% | -$6.62万 | 减仓 |
| SO | SOUTHERN CO COM | $48.22万 | 0.01% | 4,996 | -338 | -6.3% | -$3.26万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $48.29万 | 0.01% | 5,193 | -325 | -5.9% | -$3.02万 | 减仓 |
| SWK | STANLEY BLACK & DECKER, INC. | $48.57万 | 0.01% | 6,835 | -2,335 | -25.5% | -$16.59万 | 减仓 |
| MFC | MANULIFE FINANCIAL CORP | $48.87万 | 0.01% | 14,191 | -1,846 | -11.5% | -$6.36万 | 减仓 |
| IJT | ISHARES S&P SMALL CAP 600 GROW | $48.91万 | 0.01% | 3,380 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | $49.09万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $49.88万 | 0.01% | 1,658 | -190 | -10.3% | -$5.72万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATI | $49.94万 | 0.01% | 1,267 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $53.24万 | 0.01% | 1,996 | -30 | -1.5% | -$8,002 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $54.04万 | 0.01% | 6,093 | -667 | -9.9% | -$5.92万 | 减仓 |
| WAB | WABTEC CORP COM | $54.33万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS ENGINE INC COM | $54.61万 | 0.01% | 1,015 | 14 | 1.4% | $7,532 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $54.94万 | 0.01% | 47,366 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $55.96万 | 0.01% | 2,583 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR INC COM | $56.63万 | 0.01% | 4,320 | -100 | -2.3% | -$1.31万 | 减仓 |
| INTC | INTEL CORP | $57.13万 | 0.01% | 12,945 | -725 | -5.3% | -$3.20万 | 减仓 |
| APD | AIR PRODS & CHEMS INC COM | $57.87万 | 0.01% | 1,992 | -402 | -16.8% | -$11.68万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | $58.77万 | 0.01% | 7,622 | -5,836 | -43.4% | -$45.00万 | 减仓 |
| HCA | HCA INC | $60.62万 | 0.01% | 1,281 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A | $63.00万 | 0.01% | 3,053 | 118 | 4.0% | $2.43万 | 加仓 |
| DUK | DUKE ENERGY CORP | $63.17万 | 0.01% | 4,824 | -312 | -6.1% | -$4.09万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $63.44万 | 0.01% | 4,417 | -616 | -12.2% | -$8.85万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $66.82万 | 0.01% | 6,000 | -224 | -3.6% | -$2.49万 | 减仓 |
| VMI | VALMONT INDS INC COM | $68.29万 | 0.01% | 1,709 | -518 | -23.3% | -$20.70万 | 减仓 |
| UL | UNILEVER PLC SP ADR NEW | $70.39万 | 0.01% | 12,356 | 3,881 | 45.8% | $22.11万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $70.45万 | 0.01% | 9,140 | -1,271 | -12.2% | -$9.80万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $71.40万 | 0.01% | 2,348 | -46 | -1.9% | -$1.40万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $72.21万 | 0.01% | 6,237 | -100 | -1.6% | -$1.16万 | 减仓 |
| COR | CENCORA INC COM | $74.04万 | 0.01% | 2,357 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE.COM INC | $75.32万 | 0.01% | 4,035 | -49 | -1.2% | -$9,147 | 减仓 |
| CLX | CLOROX CO DEL COM | $75.36万 | 0.01% | 7,272 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB COM | $77.32万 | 0.01% | 12,749 | -1,312 | -9.3% | -$7.96万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $78.87万 | 0.01% | 2,866 | -100 | -3.4% | -$2.75万 | 减仓 |
| IJK | ISHARES S&P MID CAP 400 GROWTH | $79.75万 | 0.01% | 7,926 | -84 | -1.0% | -$8,452 | 减仓 |
| DV | DOUBLEVERIFY HOLDINGS INC | $81.49万 | 0.01% | 85,777 | 62,349 | 266.1% | $59.23万 | 加仓 |
| KHC | KRAFT HEINZ COMPANY COM | $81.99万 | 0.01% | 36,456 | -1,211 | -3.2% | -$2.72万 | 减仓 |
| SCHM | SCHWAB US MID-CAP ETF | $82.27万 | 0.01% | 26,573 | 1,234 | 4.9% | $3.82万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $82.54万 | 0.01% | 3,838 | -1,587 | -29.3% | -$34.13万 | 减仓 |
| WWD | WOODWARD INC COM | $83.22万 | 0.01% | 2,325 | -460 | -16.5% | -$16.46万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC CL | $83.95万 | 0.01% | 14,564 | -812 | -5.3% | -$4.68万 | 减仓 |
| HAS | HASBRO INC | $85.69万 | 0.01% | 9,155 | -2,215 | -19.5% | -$20.73万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC. | $87.33万 | 0.01% | 6,560 | 3,137 | 91.6% | $41.76万 | 加仓 |
| ECL | ECOLAB INC | $89.36万 | 0.01% | 3,359 | -34 | -1.0% | -$9,045 | 减仓 |
| INGR | INGREDION INC | $89.84万 | 0.01% | 7,974 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC. CL A | $89.95万 | 0.01% | 6,640 | 1,515 | 29.6% | $20.52万 | 加仓 |
| LKQ | LKQ CORPORATION | $91.72万 | 0.01% | 31,230 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $91.95万 | 0.01% | 5,047 | -30 | -0.6% | -$5,465 | 减仓 |
| WAT | WATERS CORP | $92.26万 | 0.01% | 3,098 | 3,098 | — | $92.26万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS NV COM | $92.52万 | 0.01% | 4,700 | 2,930 | 165.5% | $57.68万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $92.58万 | 0.01% | 10,862 | -1,484 | -12.0% | -$12.65万 | 减仓 |
| ALLE | ALLEGION PLC | $92.90万 | 0.01% | 6,394 | 2,030 | 46.5% | $29.49万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $95.37万 | 0.01% | 12,827 | -542 | -4.1% | -$4.03万 | 减仓 |
| WMB | WILLIAMS COS INC DEL COM | $96.59万 | 0.01% | 13,272 | 133 | 1.0% | $9,680 | 加仓 |
| AVY | AVERY DENNISON CORP | $97.05万 | 0.01% | 5,620 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM | $97.74万 | 0.01% | 8,618 | -2,003 | -18.9% | -$22.72万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $99.72万 | 0.01% | 10,266 | -134 | -1.3% | -$1.30万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $103.36万 | 0.01% | 4,125 | 20 | 0.5% | $5,012 | 加仓 |
| ATR | APTARGROUP INC | $104.09万 | 0.01% | 8,260 | -6,507 | -44.1% | -$82.00万 | 减仓 |
| MAR | MARRIOTT INTL INC CL A | $107.18万 | 0.01% | 3,277 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD C | $107.78万 | 0.01% | 24,248 | 6,960 | 40.3% | $30.94万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $108.15万 | 0.01% | 5,174 | 6 | 0.1% | $1,254 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP CL A | $108.26万 | 0.01% | 42,390 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATIONAL | $112.16万 | 0.02% | 8,565 | 75 | 0.9% | $9,821 | 加仓 |
| TFC | TRUIST FINANCIAL CORPORATION | $113.84万 | 0.02% | 24,764 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $116.05万 | 0.02% | 20,610 | -2,501 | -10.8% | -$14.08万 | 减仓 |
| PWR | QUANTA SERVICES INC | $116.78万 | 0.02% | 2,127 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM CORP COM | $118.78万 | 0.02% | 18,274 | -5,230 | -22.3% | -$33.99万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $119.36万 | 0.02% | 3,946 | -8 | -0.2% | -$2,420 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COM | $119.83万 | 0.02% | 23,110 | 3,158 | 15.8% | $16.37万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $120.58万 | 0.02% | 8,790 | 0 | 0.0% | — | 不变 |