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 |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RESOURCES | $382.56万 | 0.05% | 15,258 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $388.79万 | 0.05% | 20,507 | -14,500 | -41.4% | -$274.91万 | 减仓 |
| WM | WASTE MANAGEMENT INC | $393.72万 | 0.05% | 17,134 | -80 | -0.5% | -$1.84万 | 减仓 |
| LECO | LINCOLN ELECTRIC HOLDINGS | $402.24万 | 0.05% | 16,149 | 2,114 | 15.1% | $52.66万 | 加仓 |
| IWS | ISHARES RUSSELL MID CAP VALUE | $405.86万 | 0.05% | 27,848 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $411.16万 | 0.06% | 54,065 | 531 | 1.0% | $4.04万 | 加仓 |
| CAT | CATERPILLAR INC DEL COM | $421.60万 | 0.06% | 5,951 | 100 | 1.7% | $7.08万 | 加仓 |
| QUAL | ISHARES EDGE MSCI USA QUALITY | $422.02万 | 0.06% | 22,002 | -1,262 | -5.4% | -$24.21万 | 减仓 |
| TSLA | TESLA INC | $439.04万 | 0.06% | 11,810 | 792 | 7.2% | $29.44万 | 加仓 |
| DE | DEERE & CO COM | $449.80万 | 0.06% | 7,985 | -23 | -0.3% | -$1.30万 | 减仓 |
| WMS | ADVANCED DRAIN SYSTEMS INC COM | $469.79万 | 0.06% | 34,259 | 4,678 | 15.8% | $64.15万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH INDEX F | $489.10万 | 0.07% | 43,241 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE PARTNERS INC CL A | $491.35万 | 0.07% | 16,460 | 2,253 | 15.9% | $67.25万 | 加仓 |
| — | HONEYWELL INTERNATIONAL INC CO | $502.92万 | 0.07% | 22,250 | -200 | -0.9% | -$4.52万 | 减仓 |
| RTX | RTX CORPORATION COM | $511.69万 | 0.07% | 26,526 | -2,591 | -8.9% | -$49.98万 | 减仓 |
| CSCO | CISCO SYS INC COM | $529.86万 | 0.07% | 68,290 | -1,492 | -2.1% | -$11.58万 | 减仓 |
| MUSA | MURPHY USA INC | $549.99万 | 0.07% | 11,134 | 2,582 | 30.2% | $127.54万 | 加仓 |
| APG | API GROUP CORP STOCK | $556.60万 | 0.08% | 137,365 | 18,808 | 15.9% | $76.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $570.29万 | 0.08% | 39,483 | -1,124 | -2.8% | -$16.24万 | 减仓 |
| PAA | PLAINS ALL AMERICAN PIPELINE L | $572.19万 | 0.08% | 256,241 | 85,405 | 50.0% | $190.71万 | 加仓 |
| EEM | ISHARES MSCI EMERGING MKTS ETF | $611.71万 | 0.08% | 107,714 | 2,995 | 2.9% | $17.01万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $620.40万 | 0.08% | 25,016 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $651.53万 | 0.09% | 114,164 | 10,813 | 10.5% | $61.71万 | 加仓 |
| ET | ENERGY TRANSFER LP | $654.77万 | 0.09% | 339,257 | 40,075 | 13.4% | $77.34万 | 加仓 |
| MRK | MERCK & CO INC COM | $671.83万 | 0.09% | 55,851 | -884 | -1.6% | -$10.63万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $694.92万 | 0.09% | 10,686 | 91 | 0.9% | $5.92万 | 加仓 |
| ING | ING GROEP NV ADR | $724.16万 | 0.10% | 277,987 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI, INC. | $760.92万 | 0.10% | 14,117 | 1,496 | 11.9% | $80.64万 | 加仓 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $767.41万 | 0.10% | 46,414 | -3,205 | -6.5% | -$52.99万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $803.95万 | 0.11% | 5,830 | -319 | -5.2% | -$43.99万 | 减仓 |
| — | PEM HOLDING COMAPNY, LLC | $828.99万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $895.28万 | 0.12% | 236,597 | 22,270 | 10.4% | $84.27万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $910.61万 | 0.12% | 52,764 | 3,237 | 6.5% | $55.86万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $925.01万 | 0.13% | 45,235 | -187,305 | -80.5% | -$3,830.20万 | 减仓 |
| ETN | EATON CORP PLC | $930.09万 | 0.13% | 26,004 | -279 | -1.1% | -$9.98万 | 减仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND IN | $962.90万 | 0.13% | 121,748 | -764 | -0.6% | -$6.04万 | 减仓 |
| WMT | WALMART INC | $995.66万 | 0.13% | 80,114 | -7,792 | -8.9% | -$96.84万 | 减仓 |
| VB | VANGUARD SMALL CAP INDEX FUND | $1,046.58万 | 0.14% | 39,958 | 256 | 0.6% | $6.71万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $1,163.50万 | 0.16% | 149,109 | 27,520 | 22.6% | $214.74万 | 加仓 |
| GGG | GRACO INC COM | $1,234.15万 | 0.17% | 145,795 | 6,132 | 4.4% | $51.91万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,237.70万 | 0.17% | 72,952 | -2,508 | -3.3% | -$42.55万 | 减仓 |
| MRSH | MARSH COM | $1,243.13万 | 0.17% | 71,671 | -2,218 | -3.0% | -$38.47万 | 减仓 |
| INTU | INTUIT INC | $1,282.96万 | 0.17% | 29,672 | -875 | -2.9% | -$37.83万 | 减仓 |
| ACN | ACCENTURE PLC F CLASS A | $1,300.03万 | 0.18% | 65,562 | -2,748 | -4.0% | -$54.49万 | 减仓 |
| HSY | HERSHEY COMPANY | $1,321.16万 | 0.18% | 63,551 | 1,272 | 2.0% | $26.44万 | 加仓 |
| ROL | ROLLINS INC | $1,361.08万 | 0.18% | 254,837 | 3,072 | 1.2% | $16.41万 | 加仓 |
| POOL | POOL CORP | $1,429.66万 | 0.19% | 70,660 | 29,394 | 71.2% | $594.73万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC O | $1,432.55万 | 0.19% | 112,172 | 5,510 | 5.2% | $70.37万 | 加仓 |
| BMI | BADGER METER INC COM | $1,483.97万 | 0.20% | 97,405 | 83,619 | 606.6% | $1,273.94万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,539.45万 | 0.21% | 17,196 | 142 | 0.8% | $12.71万 | 加仓 |
| TT | TRANE TECHOLOGIES PLC | $1,657.00万 | 0.22% | 39,761 | 38,219 | 2,478.5% | $1,592.74万 | 加仓 |
| PLD | PROLOGIS INC COM | $1,697.40万 | 0.23% | 128,416 | 604 | 0.5% | $7.98万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,819.75万 | 0.25% | 67,251 | -886 | -1.3% | -$23.97万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,840.68万 | 0.25% | 75,302 | -1,320 | -1.7% | -$32.27万 | 减仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $2,043.27万 | 0.28% | 210,148 | 1,252 | 0.6% | $12.17万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING COM | $2,057.48万 | 0.28% | 101,264 | 6,102 | 6.4% | $123.98万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,113.25万 | 0.29% | 35,365 | 4,492 | 14.5% | $268.42万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND -E | $2,116.78万 | 0.29% | 73,709 | 6,224 | 9.2% | $178.74万 | 加仓 |
| LLY | LILLY ELI & CO COM | $2,295.38万 | 0.31% | 24,956 | 1,134 | 4.8% | $104.30万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MKT | $2,319.08万 | 0.31% | 332,484 | -79,835 | -19.4% | -$556.85万 | 减仓 |
| TJX | TJX COMPANIES INC | $2,346.26万 | 0.32% | 146,917 | 1,181 | 0.8% | $18.86万 | 加仓 |
| FND | FLOOR & DECOR HOLDINGS INC-A | $2,411.18万 | 0.33% | 474,641 | 78,263 | 19.7% | $397.58万 | 加仓 |
| CHE | CHEMED CORP COM | $2,490.10万 | 0.34% | 65,921 | 4,052 | 6.5% | $153.06万 | 加仓 |
| ADBE | ADOBE INC COM | $2,521.47万 | 0.34% | 103,730 | -18,651 | -15.2% | -$453.37万 | 减仓 |
| LIN | LINDE PLC | $2,538.14万 | 0.34% | 51,197 | 451 | 0.9% | $22.36万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2,655.72万 | 0.36% | 82,849 | 644 | 0.8% | $20.64万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,710.59万 | 0.37% | 87,216 | -1,484 | -1.7% | -$46.12万 | 减仓 |
| APH | AMPHENOL CORP CL A | $2,735.20万 | 0.37% | 216,478 | 5,210 | 2.5% | $65.83万 | 加仓 |
| ABT | ABBOTT LABS COM | $2,844.87万 | 0.39% | 277,089 | 36,712 | 15.3% | $376.92万 | 加仓 |
| CVX | CHEVRON CORP COM | $2,880.40万 | 0.39% | 139,217 | -1,373 | -1.0% | -$28.41万 | 减仓 |
| PEP | PEPSICO INC COM | $2,928.88万 | 0.40% | 188,607 | -248 | -0.1% | -$3.85万 | 减仓 |
| ZTS | ZOETIS INC | $2,941.17万 | 0.40% | 248,809 | 76,079 | 44.0% | $899.33万 | 加仓 |
| AMGN | AMGEN INC COM | $3,081.54万 | 0.42% | 87,581 | -1,012 | -1.1% | -$35.61万 | 减仓 |
| ALC | ALCON AG ORD SHS | $3,081.98万 | 0.42% | 409,022 | -3,225 | -0.8% | -$24.30万 | 减仓 |
| — | FIRST NATL NEB INC COM | $3,353.22万 | 0.45% | 2,032 | -11 | -0.5% | -$18.15万 | 减仓 |
| HD | HOME DEPOT INC COM | $3,483.14万 | 0.47% | 105,906 | -1,461 | -1.4% | -$48.05万 | 减仓 |
| ULTA | ULTA SALON COSMETICS & FRAGRAN | $3,614.54万 | 0.49% | 69,150 | -11,841 | -14.6% | -$618.94万 | 减仓 |
| ABBV | ABBVIE INC | $4,047.33万 | 0.55% | 186,093 | -1,294 | -0.7% | -$28.14万 | 减仓 |
| USB | U.S. BANCORP COM (NEW) | $4,095.72万 | 0.55% | 787,487 | -9,792 | -1.2% | -$50.93万 | 减仓 |
| CPRT | COPART INC | $4,203.13万 | 0.57% | 1,266,002 | 350,819 | 38.3% | $1,164.72万 | 加仓 |
| AZO | AUTOZONE INC COM | $4,249.59万 | 0.58% | 12,581 | 4,240 | 50.8% | $1,432.18万 | 加仓 |
| CTAS | CINTAS CORP COM | $4,474.18万 | 0.61% | 264,525 | -1,513 | -0.6% | -$25.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORP | $4,484.83万 | 0.61% | 45,009 | -256 | -0.6% | -$25.51万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $4,820.54万 | 0.65% | 173,482 | 588 | 0.3% | $16.34万 | 加仓 |
| EOG | EOG RESOURCES INC. | $4,834.62万 | 0.66% | 334,414 | -2,445 | -0.7% | -$35.35万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $4,972.68万 | 0.67% | 662,141 | 18,429 | 2.9% | $138.40万 | 加仓 |
| SYK | STRYKER CORP COM | $5,011.85万 | 0.68% | 152,526 | 7,837 | 5.4% | $257.52万 | 加仓 |
| WFC | WELLS FARGO & CO DEL COM | $5,192.51万 | 0.70% | 652,244 | 2,306 | 0.4% | $18.36万 | 加仓 |
| URI | UNITED RENTALS INC COM | $5,274.63万 | 0.71% | 72,398 | 2,815 | 4.0% | $205.09万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $5,496.73万 | 0.74% | 257,253 | -10,373 | -3.9% | -$221.64万 | 减仓 |
| NOW | SERVICENOW INC COM | $5,647.74万 | 0.77% | 540,195 | 116,380 | 27.5% | $1,216.75万 | 加仓 |
| KLAC | KLA CORP COM | $6,146.58万 | 0.83% | 41,745 | -8,254 | -16.5% | -$1,215.33万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC. | $6,187.95万 | 0.84% | 393,435 | 462 | 0.1% | $7.27万 | 加仓 |
| CSL | CARLISLE COMPANIES INCORPORATE | $6,454.75万 | 0.87% | 193,476 | 13,706 | 7.6% | $457.26万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC | $6,856.06万 | 0.93% | 139,484 | -1,958 | -1.4% | -$96.24万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $6,983.30万 | 0.95% | 363,865 | 46,887 | 14.8% | $899.86万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $7,000.73万 | 0.95% | 164,182 | -7,932 | -4.6% | -$338.22万 | 减仓 |
| LAD | LITHIA MTRS INC CL A | $7,118.57万 | 0.96% | 285,062 | 737 | 0.3% | $18.40万 | 加仓 |
| BLK | BLACKROCK INC | $7,486.05万 | 1.01% | 77,841 | -1,780 | -2.2% | -$171.18万 | 减仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $7,723.80万 | 1.05% | 167,548 | -2,074 | -1.2% | -$95.61万 | 减仓 |