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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC COM | $121.62万 | 0.02% | 41,954 | -113 | -0.3% | -$3,276 | 减仓 |
| ARMK | ARAMARK | $131.15万 | 0.02% | 32,350 | 6,780 | 26.5% | $27.49万 | 加仓 |
| PFE | PFIZER INC COM | $131.50万 | 0.02% | 46,831 | -4,400 | -8.6% | -$12.36万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $137.41万 | 0.02% | 10,488 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $137.47万 | 0.02% | 21,120 | 21,120 | — | $137.47万 | 新建仓 |
| VTI | VANGUARD TOTAL STOCK MARKET - | $137.69万 | 0.02% | 4,292 | -4,207 | -49.5% | -$134.96万 | 减仓 |
| MCO | MOODY'S CORP | $137.77万 | 0.02% | 3,158 | -8 | -0.3% | -$3,490 | 减仓 |
| CB | CHUBB CORP COM | $138.75万 | 0.02% | 4,257 | -2,141 | -33.5% | -$69.78万 | 减仓 |
| NKE | NIKE INC CL B | $145.67万 | 0.02% | 27,578 | 15 | 0.1% | $792 | 加仓 |
| ACGL | ARCH CAP GROUP LTD ORD | $145.75万 | 0.02% | 15,184 | -2,120 | -12.3% | -$20.35万 | 减仓 |
| BN | BROOKFIELD CORP CL A | $146.02万 | 0.02% | 36,082 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $147.39万 | 0.02% | 5,524 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $148.37万 | 0.02% | 4,193 | -30 | -0.7% | -$1.06万 | 减仓 |
| AJG | ARTHUR J. GALLAGHER & CO. | $149.96万 | 0.02% | 6,924 | 5,661 | 448.2% | $122.61万 | 加仓 |
| OMC | OMNICOM GROUP INC. | $150.09万 | 0.02% | 19,930 | -167 | -0.8% | -$1.26万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $150.99万 | 0.02% | 16,066 | -4,250 | -20.9% | -$39.94万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL IN | $151.01万 | 0.02% | 32,560 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HOLDINGS INC | $152.02万 | 0.02% | 8,914 | -374 | -4.0% | -$6.38万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $153.02万 | 0.02% | 5,246 | -157 | -2.9% | -$4.58万 | 减仓 |
| RNR | RENAISSANCE RE HOLDINGS LTD | $153.97万 | 0.02% | 5,180 | -1,240 | -19.3% | -$36.86万 | 减仓 |
| H | HYATT HOTELS CORP - CL A | $154.44万 | 0.02% | 10,741 | 1,469 | 15.8% | $21.12万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $163.11万 | 0.02% | 4,764 | 4,046 | 563.5% | $138.53万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND - ET | $163.16万 | 0.02% | 8,316 | -1,516 | -15.4% | -$29.74万 | 减仓 |
| FISV | FISERV INC WISCONSIN COM | $163.20万 | 0.02% | 29,247 | 847 | 3.0% | $4.73万 | 加仓 |
| CUBE | CUBESMART | $164.24万 | 0.02% | 44,812 | 6,825 | 18.0% | $25.01万 | 加仓 |
| QCOM | QUALCOMM INC COM | $164.71万 | 0.02% | 12,790 | -137 | -1.1% | -$1.76万 | 减仓 |
| CCI | CROWN CASTLE INC | $171.65万 | 0.02% | 21,111 | -10 | -0.0% | -$813 | 减仓 |
| BIZD | VANECK BDC INCOME ETF | $173.83万 | 0.02% | 135,805 | -43,560 | -24.3% | -$55.76万 | 重新持有 |
| HLNE | HAMILTON LANE INC CL A | $176.34万 | 0.02% | 17,740 | 9,227 | 108.4% | $91.72万 | 加仓 |
| CMCSA | COMCAST CORP CL A | $176.81万 | 0.02% | 61,584 | -1,158 | -1.8% | -$3.32万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORP | $188.35万 | 0.03% | 3,969 | -276 | -6.5% | -$13.10万 | 减仓 |
| — | LONDON STOCK EXCHANGE GROUP SP | $189.45万 | 0.03% | 64,830 | 22,610 | 53.6% | $66.07万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $189.60万 | 0.03% | 12,059 | -119 | -1.0% | -$1.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $190.34万 | 0.03% | 20,493 | -220 | -1.1% | -$2.04万 | 减仓 |
| SYY | SYSCO CORP | $191.54万 | 0.03% | 26,852 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $191.61万 | 0.03% | 17,928 | -1,914 | -9.6% | -$20.46万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL COM | $192.57万 | 0.03% | 10,556 | -250 | -2.3% | -$4.56万 | 减仓 |
| DT | DYNATRACE INC | $193.44万 | 0.03% | 52,308 | 27,678 | 112.4% | $102.35万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $193.63万 | 0.03% | 34,795 | -3,270 | -8.6% | -$18.20万 | 减仓 |
| JLL | JONES LANG LASALLE INC COM | $195.46万 | 0.03% | 6,423 | 542 | 9.2% | $16.49万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $195.78万 | 0.03% | 465 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATERIALS INC COM | $195.82万 | 0.03% | 10,336 | 1,572 | 17.9% | $29.78万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC NEW | $197.57万 | 0.03% | 73,391 | 10,048 | 15.9% | $27.05万 | 加仓 |
| HESM | HESS MIDSTREAM LP CL A | $199.71万 | 0.03% | 51,380 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $202.27万 | 0.03% | 5,560 | 3,188 | 134.4% | $115.98万 | 加仓 |
| MDT | MEDTRONIC PLC | $203.05万 | 0.03% | 23,433 | -3,058 | -11.5% | -$26.50万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $204.57万 | 0.03% | 24,848 | 10,946 | 78.7% | $90.12万 | 加仓 |
| RBA | RB GLOBAL INC | $204.76万 | 0.03% | 21,363 | 1,336 | 6.7% | $12.81万 | 加仓 |
| REM | ISHARES MORTGAGE REAL ESTATE E | $205.30万 | 0.03% | 95,623 | 1,469 | 1.6% | $3.15万 | 加仓 |
| TLTD | FLEXSHARES MSTAR DEVELOPED MAR | $210.08万 | 0.03% | 22,352 | 5,280 | 30.9% | $49.63万 | 加仓 |
| HWKN | HAWKINS INC COM | $212.17万 | 0.03% | 13,813 | 2,531 | 22.4% | $38.88万 | 加仓 |
| RSG | REPUBLIC SERVICES INC | $213.08万 | 0.03% | 9,729 | -61 | -0.6% | -$1.34万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC | $213.64万 | 0.03% | 8,052 | 1,054 | 15.1% | $27.96万 | 加仓 |
| SAIA | SAIA INC COM | $215.51万 | 0.03% | 6,135 | 2,226 | 56.9% | $78.19万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $215.58万 | 0.03% | 6,046 | -289 | -4.6% | -$10.30万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $216.69万 | 0.03% | 6,278 | 18 | 0.3% | $6,213 | 加仓 |
| COP | CONOCOPHILLIPS COM | $216.78万 | 0.03% | 16,423 | -3,130 | -16.0% | -$41.32万 | 减仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $218.73万 | 0.03% | 61,650 | 16,095 | 35.3% | $57.11万 | 加仓 |
| — | FAIRMONT GROUP, INC. | $223.24万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $226.28万 | 0.03% | 76,834 | 17,734 | 30.0% | $52.23万 | 加仓 |
| IBM | INTERNATIONAL BUS MACH COM | $226.56万 | 0.03% | 9,347 | -375 | -3.9% | -$9.09万 | 减仓 |
| EGP | EASTGROUP PROPERTIES SH BEN IN | $229.42万 | 0.03% | 12,395 | 1,569 | 14.5% | $29.04万 | 加仓 |
| CACI | CACI INTL INC CL A | $231.58万 | 0.03% | 4,258 | 583 | 15.9% | $31.71万 | 加仓 |
| BAC | BANK OF AMERICA CORPORATION | $239.01万 | 0.03% | 49,029 | -3,988 | -7.5% | -$19.44万 | 减仓 |
| — | ZURICH INSURANCE GROUP AG | $242.20万 | 0.03% | 3,447 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $242.33万 | 0.03% | 5,548 | 249 | 4.7% | $10.88万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE INDEX FU | $243.77万 | 0.03% | 11,545 | -510 | -4.2% | -$10.77万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC CO | $243.91万 | 0.03% | 12,482 | 2,071 | 19.9% | $40.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS COM | $244.15万 | 0.03% | 48,635 | 145 | 0.3% | $7,279 | 加仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARK | $244.19万 | 0.03% | 10,117 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC CL B | $245.99万 | 0.03% | 12,425 | 12,425 | — | $245.99万 | 新建仓 |
| IJS | ISHARES S&P SMALL CAP 600 VALU | $249.88万 | 0.03% | 21,096 | -437 | -2.0% | -$5.18万 | 减仓 |
| NMIH | NMI HLDGS INC CL A | $254.16万 | 0.03% | 67,759 | 9,279 | 15.9% | $34.81万 | 加仓 |
| GEV | GE VERNOVA INC | $254.28万 | 0.03% | 2,913 | 503 | 20.9% | $43.91万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $254.65万 | 0.03% | 8,974 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC COM | $256.55万 | 0.03% | 7,509 | 3,144 | 72.0% | $107.42万 | 加仓 |
| CNX | CNX RESOURCES CORP | $259.17万 | 0.04% | 67,229 | 9,153 | 15.8% | $35.28万 | 加仓 |
| DPZ | DOMINO'S PIZZA, INC. | $269.27万 | 0.04% | 7,505 | 1,023 | 15.8% | $36.70万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC CL A | $274.79万 | 0.04% | 61,876 | 61,876 | — | $274.79万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $284.14万 | 0.04% | 30,632 | 4,191 | 15.9% | $38.88万 | 加仓 |
| BA | BOEING CO COM | $292.83万 | 0.04% | 14,713 | -296 | -2.0% | -$5.89万 | 减仓 |
| DIS | DISNEY (WALT) | $296.29万 | 0.04% | 30,742 | -380 | -1.2% | -$3.66万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $310.90万 | 0.04% | 10,956 | 1,212 | 12.4% | $34.39万 | 加仓 |
| TGT | TARGET CORP COM | $310.98万 | 0.04% | 25,658 | -1,977 | -7.2% | -$23.96万 | 减仓 |
| AAON | AAON, INC. | $316.01万 | 0.04% | 38,189 | 10,412 | 37.5% | $86.16万 | 加仓 |
| GNRC | GENERAC HOLDINGS INC | $321.02万 | 0.04% | 16,435 | 1,277 | 8.4% | $24.94万 | 加仓 |
| ADSK | AUTODESK INC | $321.49万 | 0.04% | 13,429 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET CORP COM | $324.45万 | 0.04% | 25,636 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $327.11万 | 0.04% | 22,236 | -42 | -0.2% | -$6,179 | 减仓 |
| TW | TRADEWEB MKTS INC CL A | $328.28万 | 0.04% | 27,901 | 7,306 | 35.5% | $85.96万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC COM | $334.99万 | 0.05% | 17,255 | -427 | -2.4% | -$8.29万 | 减仓 |
| MO | ALTRIA GROUP INC | $339.19万 | 0.05% | 51,400 | -4,338 | -7.8% | -$28.63万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $341.60万 | 0.05% | 5,652 | -886 | -13.6% | -$53.55万 | 减仓 |
| CLH | CLEAN HARBORS INC | $346.03万 | 0.05% | 12,068 | 1,652 | 15.9% | $47.37万 | 加仓 |
| XPEL | XPEL INC | $349.93万 | 0.05% | 79,062 | 10,824 | 15.9% | $47.91万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP - A | $350.92万 | 0.05% | 60,254 | 8,226 | 15.8% | $47.91万 | 加仓 |
| RUSHA | RUSH ENTERPRISES | $353.65万 | 0.05% | 53,494 | 7,323 | 15.9% | $48.41万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM N | $359.63万 | 0.05% | 38,637 | 10,237 | 36.0% | $95.29万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC COM | $367.52万 | 0.05% | 8,270 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $371.25万 | 0.05% | 41,009 | -1,792 | -4.2% | -$16.22万 | 减仓 |