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 |
|---|---|---|---|---|---|---|---|---|
| GNRC | GENERAC HOLDINGS INC | $483.31万 | 0.06% | 16,506 | 71 | 0.4% | $2.08万 | 加仓 |
| QUAL | ISHARES EDGE MSCI USA QUALITY | $485.29万 | 0.06% | 22,116 | 114 | 0.5% | $2.50万 | 加仓 |
| AAON | AAON, INC. | $486.56万 | 0.06% | 38,354 | 165 | 0.4% | $2.09万 | 加仓 |
| TXN | TEXAS INSTRUMENTS INC COM | $498.82万 | 0.06% | 16,735 | -520 | -3.0% | -$15.50万 | 减仓 |
| DE | DEERE & CO COM | $506.51万 | 0.06% | 7,985 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $510.33万 | 0.06% | 26,218 | -19,017 | -42.0% | -$370.17万 | 减仓 |
| TSLA | TESLA INC | $518.10万 | 0.06% | 12,318 | 508 | 4.3% | $21.37万 | 加仓 |
| RTX | RTX CORPORATION COM | $526.18万 | 0.06% | 27,733 | 1,207 | 4.6% | $22.90万 | 加仓 |
| ADBE | ADOBE INC COM | $531.99万 | 0.06% | 25,948 | -77,782 | -75.0% | -$1,594.69万 | 减仓 |
| WMS | ADVANCED DRAIN SYSTEMS INC COM | $540.05万 | 0.07% | 34,407 | 148 | 0.4% | $2.32万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $563.29万 | 0.07% | 38,413 | -1,070 | -2.7% | -$15.69万 | 减仓 |
| EVR | EVERCORE PARTNERS INC CL A | $564.43万 | 0.07% | 16,531 | 71 | 0.4% | $2.42万 | 加仓 |
| PAA | PLAINS ALL AMERICAN PIPELINE L | $576.63万 | 0.07% | 259,041 | 2,800 | 1.1% | $6.23万 | 加仓 |
| APG | API GROUP CORP STOCK | $584.26万 | 0.07% | 137,960 | 595 | 0.4% | $2.52万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH INDEX F | $595.85万 | 0.07% | 43,325 | 84 | 0.2% | $1.16万 | 加仓 |
| MUSA | MURPHY USA INC | $602.56万 | 0.07% | 11,182 | 48 | 0.4% | $2.59万 | 加仓 |
| KO | COCA COLA CO COM | $613.65万 | 0.07% | 75,508 | 21,443 | 39.7% | $174.27万 | 加仓 |
| CAT | CATERPILLAR INC DEL COM | $642.03万 | 0.08% | 6,029 | 78 | 1.3% | $8.31万 | 加仓 |
| MPLX | MPLX LP | $648.72万 | 0.08% | 115,164 | 1,000 | 0.9% | $5.63万 | 加仓 |
| ET | ENERGY TRANSFER LP | $656.31万 | 0.08% | 343,257 | 4,000 | 1.2% | $7.65万 | 加仓 |
| MRK | MERCK & CO INC COM | $720.95万 | 0.09% | 56,105 | 254 | 0.5% | $3.26万 | 加仓 |
| INTU | INTUIT INC | $727.51万 | 0.09% | 27,874 | -1,798 | -6.1% | -$46.93万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $740.04万 | 0.09% | 24,631 | -385 | -1.5% | -$11.57万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MKTS ETF | $745.04万 | 0.09% | 108,908 | 1,194 | 1.1% | $8.17万 | 加仓 |
| ACN | ACCENTURE PLC F CLASS A | $750.66万 | 0.09% | 60,323 | -5,239 | -8.0% | -$65.19万 | 减仓 |
| CSCO | CISCO SYS INC COM | $800.40万 | 0.10% | 68,142 | -148 | -0.2% | -$1.74万 | 减仓 |
| MSCI | MSCI, INC. | $802.93万 | 0.10% | 14,337 | 220 | 1.6% | $12.32万 | 加仓 |
| — | PEM HOLDING COMAPNY, LLC | $828.99万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $858.22万 | 0.10% | 47,439 | 1,025 | 2.2% | $18.54万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $860.72万 | 0.10% | 141,869 | -7,240 | -4.9% | -$43.93万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $864.78万 | 0.11% | 52,869 | 105 | 0.2% | $1.72万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $869.73万 | 0.11% | 236,597 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP NV ADR | $872.32万 | 0.11% | 277,987 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $977.10万 | 0.12% | 4,930 | -900 | -15.4% | -$178.38万 | 减仓 |
| WMT | WALMART INC | $1,046.27万 | 0.13% | 92,378 | 12,264 | 15.3% | $138.90万 | 加仓 |
| — | EXXON MOBIL CORP COM | $1,058.28万 | 0.13% | 77,405 | 4,453 | 6.1% | $60.88万 | 加仓 |
| ROL | ROLLINS INC | $1,065.20万 | 0.13% | 255,200 | 363 | 0.1% | $1.52万 | 加仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND IN | $1,091.16万 | 0.13% | 121,348 | -400 | -0.3% | -$3.60万 | 减仓 |
| ETN | EATON CORP PLC | $1,104.25万 | 0.13% | 25,914 | -90 | -0.3% | -$3.84万 | 减仓 |
| HSY | HERSHEY COMPANY | $1,106.05万 | 0.13% | 63,041 | -510 | -0.8% | -$8.95万 | 减仓 |
| GGG | GRACO INC COM | $1,110.21万 | 0.14% | 146,834 | 1,039 | 0.7% | $7.86万 | 加仓 |
| MRSH | MARSH COM | $1,110.44万 | 0.14% | 66,625 | -5,046 | -7.0% | -$84.10万 | 减仓 |
| VB | VANGUARD SMALL CAP INDEX FUND | $1,210.77万 | 0.15% | 39,944 | -14 | -0.0% | -$4,244 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC O | $1,573.07万 | 0.19% | 112,410 | 238 | 0.2% | $3.33万 | 加仓 |
| PLD | PROLOGIS INC COM | $1,757.17万 | 0.21% | 129,709 | 1,293 | 1.0% | $17.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,936.23万 | 0.24% | 76,239 | 937 | 1.2% | $23.80万 | 加仓 |
| BMI | BADGER METER INC COM | $2,014.47万 | 0.24% | 135,764 | 38,359 | 39.4% | $569.17万 | 加仓 |
| NFLX | NETFLIX | $2,063.42万 | 0.25% | 288,995 | 286,815 | 13,156.7% | $2,047.86万 | 重新持有 |
| TJX | TJX COMPANIES INC | $2,252.94万 | 0.27% | 148,709 | 1,792 | 1.2% | $27.15万 | 加仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $2,311.19万 | 0.28% | 209,499 | -649 | -0.3% | -$7.16万 | 减仓 |
| EOG | EOG RESOURCES INC. | $2,317.87万 | 0.28% | 178,669 | -155,745 | -46.6% | -$2,020.48万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING COM | $2,321.22万 | 0.28% | 103,649 | 2,385 | 2.4% | $53.41万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,366.19万 | 0.29% | 87,536 | 320 | 0.4% | $8.65万 | 加仓 |
| VO | VANGUARD MID-CAP INDEX FUND -E | $2,379.55万 | 0.29% | 295,340 | 504 | 0.2% | $4.06万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,384.90万 | 0.29% | 34,724 | -641 | -1.8% | -$44.02万 | 减仓 |
| CVX | CHEVRON CORP COM | $2,388.43万 | 0.29% | 144,090 | 4,873 | 3.5% | $80.77万 | 加仓 |
| ABT | ABBOTT LABS COM | $2,442.22万 | 0.30% | 269,145 | -7,944 | -2.9% | -$72.08万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MKT | $2,443.64万 | 0.30% | 294,983 | -37,501 | -11.3% | -$310.66万 | 减仓 |
| PEP | PEPSICO INC COM | $2,514.76万 | 0.31% | 185,728 | -2,879 | -1.5% | -$38.98万 | 减仓 |
| LIN | LINDE PLC | $2,681.57万 | 0.33% | 51,674 | 477 | 0.9% | $24.75万 | 加仓 |
| ALC | ALCON AG ORD SHS | $2,768.59万 | 0.34% | 412,607 | 3,585 | 0.9% | $24.06万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2,865.19万 | 0.35% | 83,213 | 364 | 0.4% | $12.53万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2,880.12万 | 0.35% | 69,295 | 2,044 | 3.0% | $84.96万 | 加仓 |
| FND | FLOOR & DECOR HOLDINGS INC-A | $2,887.59万 | 0.35% | 486,454 | 11,813 | 2.5% | $70.12万 | 加仓 |
| LLY | LILLY ELI & CO COM | $3,056.03万 | 0.37% | 25,479 | 523 | 2.1% | $62.73万 | 加仓 |
| TT | TRANE TECHOLOGIES PLC | $3,132.32万 | 0.38% | 63,774 | 24,013 | 60.4% | $1,179.42万 | 加仓 |
| ULTA | ULTA SALON COSMETICS & FRAGRAN | $3,143.56万 | 0.38% | 69,705 | 555 | 0.8% | $25.03万 | 加仓 |
| AMGN | AMGEN INC COM | $3,177.28万 | 0.39% | 87,741 | 160 | 0.2% | $5.79万 | 加仓 |
| CPRT | COPART INC | $3,684.08万 | 0.45% | 1,306,876 | 40,874 | 3.2% | $115.22万 | 加仓 |
| HD | HOME DEPOT INC COM | $3,756.61万 | 0.46% | 106,516 | 610 | 0.6% | $21.51万 | 加仓 |
| — | FIRST NATL NEB INC COM | $3,804.38万 | 0.46% | 2,029 | -3 | -0.1% | -$5.62万 | 减仓 |
| APH | AMPHENOL CORP CL A | $3,853.72万 | 0.47% | 218,564 | 2,086 | 1.0% | $36.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $4,186.98万 | 0.51% | 44,758 | -251 | -0.6% | -$23.48万 | 减仓 |
| AZO | AUTOZONE INC COM | $4,322.19万 | 0.53% | 13,524 | 943 | 7.5% | $301.38万 | 加仓 |
| CTAS | CINTAS CORP COM | $4,532.16万 | 0.55% | 266,472 | 1,947 | 0.7% | $33.11万 | 加仓 |
| USB | U.S. BANCORP COM (NEW) | $4,829.22万 | 0.59% | 799,540 | 12,053 | 1.5% | $72.80万 | 加仓 |
| ABBV | ABBVIE INC | $4,867.81万 | 0.59% | 193,443 | 7,350 | 3.9% | $184.96万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC. | $4,871.84万 | 0.59% | 395,731 | 2,296 | 0.6% | $28.27万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $4,960.83万 | 0.60% | 50,718 | 33,522 | 194.9% | $3,278.85万 | 加仓 |
| WFC | WELLS FARGO & CO DEL COM | $5,415.43万 | 0.66% | 655,304 | 3,060 | 0.5% | $25.29万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $5,425.43万 | 0.66% | 647,813 | -14,328 | -2.2% | -$120.00万 | 减仓 |
| NOW | SERVICENOW INC COM | $6,064.67万 | 0.74% | 610,865 | 70,670 | 13.1% | $701.61万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $6,146.95万 | 0.75% | 253,556 | -3,697 | -1.4% | -$89.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $6,323.00万 | 0.77% | 126,117 | -13,367 | -9.6% | -$670.17万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $6,402.70万 | 0.78% | 170,593 | -2,889 | -1.7% | -$108.43万 | 减仓 |
| SYK | STRYKER CORP COM | $6,528.68万 | 0.79% | 207,365 | 54,839 | 36.0% | $1,726.55万 | 加仓 |
| CSL | CARLISLE COMPANIES INCORPORATE | $7,269.84万 | 0.88% | 200,409 | 6,933 | 3.6% | $251.49万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $7,465.29万 | 0.91% | 187,721 | 20,173 | 12.0% | $802.24万 | 加仓 |
| BLK | BLACKROCK INC | $7,493.73万 | 0.91% | 77,933 | 92 | 0.1% | $8.85万 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $7,839.51万 | 0.95% | 368,450 | 4,585 | 1.3% | $97.56万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $8,080.18万 | 0.98% | 650,736 | -5,992 | -0.9% | -$74.40万 | 减仓 |
| LAD | LITHIA MTRS INC CL A | $8,083.32万 | 0.98% | 278,265 | -6,797 | -2.4% | -$197.45万 | 减仓 |
| PGR | PROGRESSIVE CORP | $8,400.28万 | 1.02% | 384,540 | -8,041 | -2.0% | -$175.66万 | 减仓 |
| LOW | LOWES COMPANIES COM | $9,696.60万 | 1.18% | 439,775 | -7,385 | -1.7% | -$162.83万 | 减仓 |
| URI | UNITED RENTALS INC COM | $9,854.44万 | 1.20% | 86,985 | 14,587 | 20.1% | $1,652.55万 | 加仓 |
| GOOG | ALPHABET INC CL C | $9,978.64万 | 1.21% | 282,417 | -10,399 | -3.6% | -$367.43万 | 减仓 |
| SPGI | S & P GLOBAL INC | $1.01亿 | 1.23% | 247,443 | 9,960 | 4.2% | $405.63万 | 加仓 |
| META | META PLATFORMS INC | $1.05亿 | 1.28% | 186,651 | 2,064 | 1.1% | $116.26万 | 加仓 |
| CASY | CASEYS GEN STORES COM | $1.24亿 | 1.51% | 155,740 | -1 | -0.0% | -$795 | 减仓 |
| UNP | UNION PACIFIC CORP COM | $1.31亿 | 1.59% | 480,021 | -114,210 | -19.2% | -$3,106.51万 | 减仓 |