BRIDGES INVESTMENT MANAGEMENT INC
OMAHA NE · SEC CIK 0001007295
$82.23亿2026Q2 申报市值
401持仓数
38.8%前十大占比 · 第一大 5.5%
20 / 18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
PH 加仓+$3,278.85万
AVGO 加仓+$2,804.94万
KLAC 加仓+$2,446.63万
NFLX 重新持有+$2,047.86万
SYK 加仓+$1,726.55万
2026Q2 卖出最多 按季末市值估算
UNP 减仓-$3,106.51万
CHE 减仓-$2,854.66万
GOOGL 减仓-$2,439.80万
EOG 减仓-$2,020.48万
ZTS 减仓-$1,641.25万
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 |
|---|---|---|---|---|---|---|---|---|
| PAYX | PAYCHEX INC | $45.20万 | 0.01% | 4,597 | 1,169 | 34.1% | $11.49万 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP | $45.21万 | 0.01% | 11,161 | -3,030 | -21.4% | -$12.27万 | 减仓 |
| FCX | FREEPORT-MCMORAN INC COM | $45.27万 | 0.01% | 7,198 | 899 | 14.3% | $5.65万 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS | $45.33万 | 0.01% | 786 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID CAP VALUE INDEX F | $46.28万 | 0.01% | 2,342 | 175 | 8.1% | $3.46万 | 加仓 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $46.70万 | 0.01% | 1,658 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $47.82万 | 0.01% | 4,996 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $49.68万 | 0.01% | 2,762 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC-A | $49.76万 | 0.01% | 4,190 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $51.65万 | 0.01% | 3,851 | -566 | -12.8% | -$7.59万 | 减仓 |
| APD | AIR PRODS & CHEMS INC COM | $52.45万 | 0.01% | 1,789 | -203 | -10.2% | -$5.95万 | 减仓 |
| NTRA | NATERA INC | $52.88万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HOLDINGS | $53.40万 | 0.01% | 1,404 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $54.78万 | 0.01% | 1,987 | -9 | -0.5% | -$2,481 | 减仓 |
| RBC | RBC BEARINGS INC | $54.87万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $54.98万 | 0.01% | 2,583 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON S | $55.79万 | 0.01% | 3,416 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR INC COM | $55.85万 | 0.01% | 4,082 | -238 | -5.5% | -$3.26万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $56.91万 | 0.01% | 5,902 | -191 | -3.1% | -$1.84万 | 减仓 |
| WAB | WABTEC CORP COM | $58.66万 | 0.01% | 2,176 | 2 | 0.1% | $539 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $58.80万 | 0.01% | 4,920 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC - CLASS A | $58.84万 | 0.01% | 2,260 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP | $58.96万 | 0.01% | 4,658 | -166 | -3.4% | -$2.10万 | 减仓 |
| IJT | ISHARES S&P SMALL CAP 600 GROW | $59.65万 | 0.01% | 3,340 | -40 | -1.2% | -$7,144 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | $62.07万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| IFF | INTL FLAVORS & FRAGRANCE | $62.58万 | 0.01% | 7,900 | 7,900 | — | $62.58万 | 新建仓 |
| FICO | FAIR ISAAC CORPORATION | $63.32万 | 0.01% | 530 | 79 | 17.5% | $9.44万 | 加仓 |
| CRM | SALESFORCE.COM INC | $63.40万 | 0.01% | 4,047 | 12 | 0.3% | $1,880 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $64.54万 | 0.01% | 60,826 | 13,460 | 28.4% | $14.28万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $64.70万 | 0.01% | 1,013 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $65.13万 | 0.01% | 644 | 284 | 78.9% | $28.72万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | $65.16万 | 0.01% | 7,622 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS SQUIBB COM | $67.10万 | 0.01% | 11,645 | -1,104 | -8.7% | -$6.36万 | 减仓 |
| COR | CENCORA INC COM | $67.69万 | 0.01% | 2,392 | 35 | 1.5% | $9,904 | 加仓 |
| CLX | CLOROX CO DEL COM | $69.40万 | 0.01% | 7,272 | 0 | 0.0% | — | 不变 |
| HTFL | HEARTFLOW INC | $70.03万 | 0.01% | 23,869 | 6,556 | 37.9% | $19.24万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $70.28万 | 0.01% | 9,815 | 675 | 7.4% | $4.83万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SER 1 | $71.43万 | 0.01% | 970 | 191 | 24.5% | $14.07万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $71.66万 | 0.01% | 6,137 | -100 | -1.6% | -$1.17万 | 减仓 |
| CMI | CUMMINS ENGINE INC COM | $72.39万 | 0.01% | 1,015 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $74.41万 | 0.01% | 1,538 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A | $74.88万 | 0.01% | 3,053 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $77.59万 | 0.01% | 2,348 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $77.77万 | 0.01% | 6,251 | 251 | 4.2% | $3.12万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATI | $78.15万 | 0.01% | 1,267 | 0 | 0.0% | — | 不变 |
| HCA | HCA INC | $86.98万 | 0.01% | 2,231 | 950 | 74.2% | $37.04万 | 加仓 |
| PSX | PHILLIPS 66 COM | $87.09万 | 0.01% | 5,152 | 105 | 2.1% | $1.78万 | 加仓 |
| KMB | KIMBERLY CLARK CORP COM | $89.40万 | 0.01% | 8,145 | 4,012 | 97.1% | $44.04万 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC CL | $89.62万 | 0.01% | 15,494 | 930 | 6.4% | $5.38万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $90.81万 | 0.01% | 3,838 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $90.86万 | 0.01% | 43,892 | 1,938 | 4.6% | $4.01万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $91.00万 | 0.01% | 2,866 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC. | $91.74万 | 0.01% | 6,588 | 28 | 0.4% | $3,899 | 加仓 |
| IJK | ISHARES S&P MID CAP 400 GROWTH | $93.13万 | 0.01% | 7,926 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HOLDINGS INC | $93.38万 | 0.01% | 86,147 | 370 | 0.4% | $4,011 | 加仓 |
| ECL | ECOLAB INC | $93.59万 | 0.01% | 3,359 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC COM | $98.32万 | 0.01% | 2,311 | -14 | -0.6% | -$5,956 | 减仓 |
| WMB | WILLIAMS COS INC DEL COM | $98.66万 | 0.01% | 13,272 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC COM | $98.71万 | 0.01% | 1,709 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $98.98万 | 0.01% | 11,985 | 2,830 | 30.9% | $23.37万 | 加仓 |
| INGR | INGREDION INC | $99.58万 | 0.01% | 10,514 | 2,540 | 31.9% | $24.06万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $99.58万 | 0.01% | 10,862 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $101.80万 | 0.01% | 13,299 | 472 | 3.7% | $3.61万 | 加仓 |
| ATR | APTARGROUP INC | $103.42万 | 0.01% | 8,260 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $104.31万 | 0.01% | 5,174 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB US MID-CAP ETF | $105.06万 | 0.01% | 28,496 | 1,923 | 7.2% | $7.09万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE D | $105.70万 | 0.01% | 17,939 | 17,939 | — | $105.70万 | 新建仓 |
| KHC | KRAFT HEINZ COMPANY COM | $111.48万 | 0.01% | 47,196 | 10,740 | 29.5% | $25.37万 | 加仓 |
| LKQ | LKQ CORPORATION | $112.40万 | 0.01% | 42,690 | 11,460 | 36.7% | $30.17万 | 加仓 |
| NKE | NIKE INC CL B | $113.04万 | 0.01% | 27,536 | -42 | -0.2% | -$1,724 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $116.18万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETROLEUM CORP COM | $116.44万 | 0.01% | 23,974 | 5,700 | 31.2% | $27.68万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COM | $117.67万 | 0.01% | 23,210 | 100 | 0.4% | $5,070 | 加仓 |
| PFE | PFIZER INC COM | $120.59万 | 0.01% | 50,081 | 3,250 | 6.9% | $7.83万 | 加仓 |
| MAR | MARRIOTT INTL INC CL A | $122.44万 | 0.01% | 3,304 | 27 | 0.8% | $1.00万 | 加仓 |
| TFC | TRUIST FINANCIAL CORPORATION | $123.22万 | 0.01% | 24,733 | -31 | -0.1% | -$1,544 | 减仓 |
| WAT | WATERS CORP | $128.53万 | 0.02% | 3,427 | 329 | 10.6% | $12.34万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORP | $128.53万 | 0.02% | 2,937 | -1,032 | -26.0% | -$45.16万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $138.11万 | 0.02% | 4,125 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD C | $141.67万 | 0.02% | 31,588 | 7,340 | 30.3% | $32.92万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $141.89万 | 0.02% | 4,193 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $142.30万 | 0.02% | 18,190 | -5,243 | -22.4% | -$41.02万 | 减仓 |
| MCO | MOODY'S CORP | $143.03万 | 0.02% | 3,158 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP CL A | $145.10万 | 0.02% | 53,600 | 11,210 | 26.4% | $30.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES, INC | $145.87万 | 0.02% | 2,511 | 409 | 19.5% | $23.76万 | 加仓 |
| ZTS | ZOETIS INC | $146.69万 | 0.02% | 20,413 | -228,396 | -91.8% | -$1,641.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $148.69万 | 0.02% | 4,396 | 450 | 11.4% | $15.22万 | 加仓 |
| AVY | AVERY DENNISON CORP | $148.71万 | 0.02% | 9,160 | 3,540 | 63.0% | $57.47万 | 加仓 |
| CMCSA | COMCAST CORP CL A | $151.19万 | 0.02% | 61,584 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $153.09万 | 0.02% | 26,905 | -5,445 | -16.8% | -$30.98万 | 减仓 |
| INTC | INTEL CORP | $153.59万 | 0.02% | 11,000 | -1,945 | -15.0% | -$27.16万 | 减仓 |
| PWR | QUANTA SERVICES INC | $154.09万 | 0.02% | 2,140 | 13 | 0.6% | $9,361 | 加仓 |
| OPCH | OPTION CARE HEALTH INC NEW | $154.57万 | 0.02% | 73,709 | 318 | 0.4% | $6,668 | 加仓 |
| C | CITIGROUP INC COM | $154.71万 | 0.02% | 11,054 | 2,436 | 28.3% | $34.09万 | 加仓 |
| BIZD | VANECK BDC INCOME ETF | $156.53万 | 0.02% | 123,645 | -12,160 | -9.0% | -$15.39万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $160.20万 | 0.02% | 21,841 | 1,231 | 6.0% | $9.03万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $162.20万 | 0.02% | 11,331 | 843 | 8.0% | $12.07万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $166.21万 | 0.02% | 18,937 | -1,556 | -7.6% | -$13.66万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $168.23万 | 0.02% | 11,540 | 2,750 | 31.3% | $40.09万 | 加仓 |
| ALLE | ALLEGION PLC | $171.52万 | 0.02% | 12,209 | 5,815 | 90.9% | $81.69万 | 加仓 |