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 |
|---|---|---|---|---|---|---|---|---|
| ODFL | OLD DOMINION FREIGHT LINE, INC | $1.39亿 | 1.69% | 641,260 | -1,115 | -0.2% | -$24.15万 | 减仓 |
| V | VISA INC. CLASS A | $1.39亿 | 1.69% | 405,537 | -240 | -0.1% | -$8.23万 | 减仓 |
| KLAC | KLA CORP COM | $1.50亿 | 1.83% | 498,542 | 81,092 | 19.4% | $2,446.63万 | 加仓 |
| AVGO | BROADCOM INC | $1.55亿 | 1.88% | 409,492 | 74,254 | 22.1% | $2,804.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1.60亿 | 1.95% | 489,080 | -3,992 | -0.8% | -$130.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CLASS B | $1.81亿 | 2.21% | 362,572 | 7,585 | 2.1% | $379.55万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.85亿 | 2.25% | 246,971 | 14,763 | 6.4% | $1,105.59万 | 加仓 |
| MA | MASTERCARD | $1.94亿 | 2.35% | 376,973 | -1,215 | -0.3% | -$62.40万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1.98亿 | 2.41% | 1,333,633 | -8,306 | -0.6% | -$123.19万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $2.08亿 | 2.53% | 3,479,278 | 23,605 | 0.7% | $140.90万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2.31亿 | 2.81% | 678,562 | 22,141 | 3.4% | $755.05万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC CLASS A | $2.38亿 | 2.90% | 318 | -19 | -5.6% | -$1,422.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.82亿 | 3.43% | 1,409,406 | -75,007 | -5.1% | -$1,500.81万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $3.17亿 | 3.86% | 4,453,914 | 23,733 | 0.5% | $169.10万 | 加仓 |
| AMZN | AMAZON.COM INC | $3.31亿 | 4.03% | 1,390,101 | -16,078 | -1.1% | -$383.20万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3.38亿 | 4.11% | 904,889 | -2,230 | -0.2% | -$83.18万 | 减仓 |
| AAPL | APPLE INC | $3.42亿 | 4.15% | 1,180,277 | -56,266 | -4.6% | -$1,628.11万 | 减仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $4.50亿 | 5.47% | 5,830,885 | 48,697 | 0.8% | $375.50万 | 加仓 |
| GOOGL | ALPHABET INC CL A | $4.52亿 | 5.49% | 1,264,162 | -68,271 | -5.1% | -$2,439.80万 | 减仓 |