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 |
|---|---|---|---|---|---|---|---|---|
| UL | UNILEVER PLC SP ADR NEW | $171.80万 | 0.02% | 28,576 | 16,220 | 131.3% | $97.51万 | 加仓 |
| IQV | IQVIA HOLDINGS INC | $172.24万 | 0.02% | 8,914 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC. CL A | $172.27万 | 0.02% | 12,790 | 6,150 | 92.6% | $82.83万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS NV COM | $172.83万 | 0.02% | 6,150 | 1,450 | 30.9% | $40.75万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $173.61万 | 0.02% | 5,259 | 13 | 0.2% | $4,292 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $174.83万 | 0.02% | 23,370 | 2,250 | 10.7% | $16.83万 | 加仓 |
| CUBE | CUBESMART | $178.99万 | 0.02% | 45,006 | 194 | 0.4% | $7,715 | 加仓 |
| CELH | CELSIUS HOLDINGS INC NEW | $179.76万 | 0.02% | 61,393 | -257 | -0.4% | -$7,525 | 减仓 |
| VTV | VANGUARD VALUE INDEX FUND - ET | $180.88万 | 0.02% | 8,300 | -16 | -0.2% | -$3,487 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $181.62万 | 0.02% | 6,250 | -28 | -0.4% | -$8,137 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $182.16万 | 0.02% | 19,742 | 3,676 | 22.9% | $33.92万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATIONAL | $189.78万 | 0.02% | 12,989 | 4,424 | 51.7% | $64.64万 | 加仓 |
| CB | CHUBB CORP COM | $190.85万 | 0.02% | 5,601 | 1,344 | 31.6% | $45.80万 | 加仓 |
| OMC | OMNICOM GROUP INC. | $193.00万 | 0.02% | 26,500 | 6,570 | 33.0% | $47.85万 | 加仓 |
| HESM | HESS MIDSTREAM LP CL A | $193.19万 | 0.02% | 51,380 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $193.67万 | 0.02% | 19,954 | 4,770 | 31.4% | $46.30万 | 加仓 |
| HWKN | HAWKINS INC COM | $197.13万 | 0.02% | 13,873 | 60 | 0.4% | $8,526 | 加仓 |
| CACI | CACI INTL INC CL A | $198.14万 | 0.02% | 4,277 | 19 | 0.4% | $8,802 | 加仓 |
| BN | BROOKFIELD CORP CL A | $199.16万 | 0.02% | 46,762 | 10,680 | 29.6% | $45.49万 | 加仓 |
| JLL | JONES LANG LASALLE INC COM | $199.92万 | 0.02% | 6,450 | 27 | 0.4% | $8,369 | 加仓 |
| FNF | FIDELITY NATIONAL FINANCIAL IN | $200.95万 | 0.02% | 42,610 | 10,050 | 30.9% | $47.40万 | 加仓 |
| — | LONDON STOCK EXCHANGE GROUP SP | $202.25万 | 0.02% | 74,680 | 9,850 | 15.2% | $26.68万 | 加仓 |
| RSG | REPUBLIC SERVICES INC | $206.50万 | 0.03% | 9,691 | -38 | -0.4% | -$8,097 | 减仓 |
| FISV | FISERV INC WISCONSIN COM | $208.02万 | 0.03% | 42,410 | 13,163 | 45.0% | $64.56万 | 加仓 |
| CCI | CROWN CASTLE INC | $208.34万 | 0.03% | 27,511 | 6,400 | 30.3% | $48.47万 | 加仓 |
| H | HYATT HOTELS CORP - CL A | $209.10万 | 0.03% | 10,787 | 46 | 0.4% | $8,917 | 加仓 |
| REM | ISHARES MORTGAGE REAL ESTATE E | $209.65万 | 0.03% | 95,079 | -544 | -0.6% | -$1.20万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $209.95万 | 0.03% | 5,127 | -919 | -15.2% | -$37.63万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $210.39万 | 0.03% | 7,514 | 1,990 | 36.0% | $55.72万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $212.11万 | 0.03% | 11,900 | 275 | 2.4% | $4.90万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $213.36万 | 0.03% | 20,523 | 4,100 | 25.0% | $42.62万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $214.49万 | 0.03% | 8,974 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $214.63万 | 0.03% | 11,615 | -1,175 | -9.2% | -$21.71万 | 减仓 |
| POOL | POOL CORP | $215.09万 | 0.03% | 10,009 | -60,651 | -85.8% | -$1,303.39万 | 减仓 |
| CHE | CHEMED CORP COM | $215.54万 | 0.03% | 4,628 | -61,293 | -93.0% | -$2,854.66万 | 减仓 |
| RNR | RENAISSANCE RE HOLDINGS LTD | $216.13万 | 0.03% | 6,820 | 1,640 | 31.7% | $51.97万 | 加仓 |
| COF | CAPITAL ONE FINANCIAL COM | $219.50万 | 0.03% | 10,941 | 385 | 3.6% | $7.72万 | 加仓 |
| — | FAIRMONT GROUP, INC. | $220.44万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINO'S PIZZA, INC. | $223.16万 | 0.03% | 7,538 | 33 | 0.4% | $9,769 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $223.30万 | 0.03% | 24,955 | 107 | 0.4% | $9,574 | 加仓 |
| SYY | SYSCO CORP | $224.43万 | 0.03% | 26,852 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC CL A | $226.98万 | 0.03% | 28,793 | 11,053 | 62.3% | $87.13万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET - | $227.83万 | 0.03% | 6,157 | 1,865 | 43.5% | $69.01万 | 加仓 |
| CNX | CNX RESOURCES CORP | $229.09万 | 0.03% | 67,519 | 290 | 0.4% | $9,840 | 加仓 |
| DT | DYNATRACE INC | $230.68万 | 0.03% | 52,534 | 226 | 0.4% | $9,924 | 加仓 |
| TLTD | FLEXSHARES MSTAR DEVELOPED MAR | $231.77万 | 0.03% | 23,632 | 1,280 | 5.7% | $12.55万 | 加仓 |
| WSO | WATSCO INC | $232.54万 | 0.03% | 5,580 | 20 | 0.4% | $8,335 | 加仓 |
| EGP | EASTGROUP PROPERTIES SH BEN IN | $233.36万 | 0.03% | 11,522 | -873 | -7.0% | -$17.68万 | 减仓 |
| EXP | EAGLE MATERIALS INC COM | $233.57万 | 0.03% | 10,381 | 45 | 0.4% | $1.01万 | 加仓 |
| AJG | ARTHUR J. GALLAGHER & CO. | $245.75万 | 0.03% | 10,705 | 3,781 | 54.6% | $86.80万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $245.93万 | 0.03% | 11,125 | 11,125 | — | $245.93万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS COM | $248.79万 | 0.03% | 58,760 | 10,125 | 20.8% | $42.87万 | 加仓 |
| HON | HONEYWELL INTL INC | $249.09万 | 0.03% | 11,126 | -11,124 | -50.0% | -$249.04万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC CO | $252.07万 | 0.03% | 12,536 | 54 | 0.4% | $1.09万 | 加仓 |
| — | ZURICH INSURANCE GROUP AG | $255.34万 | 0.03% | 3,447 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI EAFE ETF | $258.46万 | 0.03% | 24,881 | 14,615 | 142.4% | $151.82万 | 加仓 |
| SAIA | SAIA INC COM | $259.52万 | 0.03% | 6,162 | 27 | 0.4% | $1.14万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE INDEX FU | $260.26万 | 0.03% | 11,462 | -83 | -0.7% | -$1.88万 | 减仓 |
| ADSK | AUTODESK INC | $260.91万 | 0.03% | 13,420 | -9 | -0.1% | -$1,750 | 减仓 |
| PPG | PPG INDS INC COM | $261.84万 | 0.03% | 21,588 | 3,660 | 20.4% | $44.39万 | 加仓 |
| IBM | INTERNATIONAL BUS MACH COM | $264.14万 | 0.03% | 9,393 | 46 | 0.5% | $1.29万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $266.24万 | 0.03% | 17,593 | 5,534 | 45.9% | $83.75万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $266.89万 | 0.03% | 77,136 | 302 | 0.4% | $1.04万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC | $273.46万 | 0.03% | 8,087 | 35 | 0.4% | $1.18万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $273.76万 | 0.03% | 53,055 | 18,260 | 52.5% | $94.22万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $279.27万 | 0.03% | 28,022 | 121 | 0.4% | $1.21万 | 加仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARK | $279.30万 | 0.03% | 10,117 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC CL A | $279.63万 | 0.03% | 68,053 | 294 | 0.4% | $1.21万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMO | $284.16万 | 0.03% | 11,973 | 10,716 | 852.5% | $254.32万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $284.62万 | 0.03% | 33,042 | -246 | -0.7% | -$2.12万 | 减仓 |
| IJS | ISHARES S&P SMALL CAP 600 VALU | $285.85万 | 0.03% | 20,914 | -182 | -0.9% | -$2.49万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $290.44万 | 0.04% | 5,701 | 49 | 0.9% | $2.50万 | 加仓 |
| EQBK | EQUITY BANCSHARES INC CL A | $303.13万 | 0.04% | 61,876 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $306.53万 | 0.04% | 26,323 | 4,960 | 23.2% | $57.76万 | 加仓 |
| TGT | TARGET CORP COM | $309.75万 | 0.04% | 23,715 | -1,943 | -7.6% | -$25.38万 | 减仓 |
| MO | ALTRIA GROUP INC | $311.83万 | 0.04% | 43,340 | -8,060 | -15.7% | -$57.99万 | 减仓 |
| BA | BOEING CO COM | $318.49万 | 0.04% | 14,713 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $326.41万 | 0.04% | 11,161 | 6,397 | 134.3% | $187.09万 | 加仓 |
| ORCL | ORACLE CORP COM | $327.07万 | 0.04% | 22,318 | 82 | 0.4% | $1.20万 | 加仓 |
| BAC | BANK OF AMERICA CORPORATION | $328.25万 | 0.04% | 57,609 | 8,580 | 17.5% | $48.89万 | 加仓 |
| STT | STATE STREET CORP COM | $338.28万 | 0.04% | 19,946 | -5,690 | -22.2% | -$96.50万 | 减仓 |
| DIS | DISNEY (WALT) | $341.23万 | 0.04% | 35,452 | 4,710 | 15.3% | $45.33万 | 加仓 |
| GEV | GE VERNOVA INC | $356.69万 | 0.04% | 3,036 | 123 | 4.2% | $14.45万 | 加仓 |
| CLH | CLEAN HARBORS INC | $362.09万 | 0.04% | 12,120 | 52 | 0.4% | $1.55万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $369.16万 | 0.04% | 11,193 | 3,684 | 49.1% | $121.50万 | 加仓 |
| AMP | AMERIPRISE FINANCIAL INC COM | $381.87万 | 0.05% | 8,324 | 54 | 0.7% | $2.48万 | 加仓 |
| WM | WASTE MANAGEMENT INC | $382.44万 | 0.05% | 17,159 | 25 | 0.1% | $5,572 | 加仓 |
| RUSHA | RUSH ENTERPRISES | $392.12万 | 0.05% | 53,726 | 232 | 0.4% | $1.69万 | 加仓 |
| XPEL | XPEL INC | $393.85万 | 0.05% | 79,405 | 343 | 0.4% | $1.70万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $400.00万 | 0.05% | 41,416 | 407 | 1.0% | $3.93万 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM N | $408.42万 | 0.05% | 21,558 | -17,079 | -44.2% | -$323.56万 | 减仓 |
| TRGP | TARGA RESOURCES | $409.13万 | 0.05% | 15,258 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC CL B | $415.60万 | 0.05% | 12,479 | 54 | 0.4% | $1.80万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $419.25万 | 0.05% | 11,218 | 262 | 2.4% | $9.79万 | 加仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $430.55万 | 0.05% | 16,216 | 67 | 0.4% | $1.78万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP - A | $434.13万 | 0.05% | 60,515 | 261 | 0.4% | $1.87万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $448.75万 | 0.05% | 6,009 | -4,677 | -43.8% | -$349.28万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $453.61万 | 0.06% | 20,507 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID CAP VALUE | $458.90万 | 0.06% | 27,880 | 32 | 0.1% | $5,267 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $470.57万 | 0.06% | 30,764 | 132 | 0.4% | $2.02万 | 加仓 |