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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES CORE S&P MID CAP ETF | $3.90亿 | 5.29% | 5,782,188 | -233,038 | -3.9% | -$1,573.71万 | 减仓 |
| GOOGL | ALPHABET INC CL A | $3.83亿 | 5.19% | 1,332,433 | -55,178 | -4.0% | -$1,586.70万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $3.36亿 | 4.55% | 907,119 | 3,764 | 0.4% | $139.33万 | 加仓 |
| AAPL | APPLE INC | $3.14亿 | 4.25% | 1,236,543 | -131,994 | -9.6% | -$3,349.88万 | 减仓 |
| AMZN | AMAZON.COM INC | $2.93亿 | 3.97% | 1,406,179 | -12,476 | -0.9% | -$259.84万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKET | $2.84亿 | 3.85% | 4,430,181 | 265,162 | 6.4% | $1,699.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.59亿 | 3.51% | 1,484,413 | -12,950 | -0.9% | -$225.85万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC CLASS A | $2.42亿 | 3.28% | 337 | -16 | -4.5% | -$1,149.02万 | 减仓 |
| MA | MASTERCARD | $1.89亿 | 2.56% | 378,188 | -2,554 | -0.7% | -$127.61万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $1.87亿 | 2.53% | 3,455,673 | 118,524 | 3.6% | $640.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CLASS B | $1.70亿 | 2.31% | 354,987 | -14,484 | -3.9% | -$694.07万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $1.67亿 | 2.26% | 1,341,939 | 18,278 | 1.4% | $227.21万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.52亿 | 2.06% | 232,208 | -25,686 | -10.0% | -$1,677.84万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $1.45亿 | 1.97% | 493,072 | -4,613 | -0.9% | -$135.70万 | 减仓 |
| UNP | UNION PACIFIC CORP COM | $1.44亿 | 1.95% | 594,231 | -102,875 | -14.8% | -$2,495.95万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE, INC | $1.26亿 | 1.70% | 642,375 | -49,193 | -7.1% | -$961.23万 | 减仓 |
| V | VISA INC. CLASS A | $1.23亿 | 1.66% | 405,777 | -2,263 | -0.6% | -$68.40万 | 减仓 |
| CASY | CASEYS GEN STORES COM | $1.13亿 | 1.54% | 155,741 | -2,427 | -1.5% | -$176.65万 | 减仓 |
| LOW | LOWES COMPANIES COM | $1.06亿 | 1.43% | 447,160 | 719 | 0.2% | $16.99万 | 加仓 |
| META | META PLATFORMS INC | $1.06亿 | 1.43% | 184,587 | 481 | 0.3% | $27.52万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1.05亿 | 1.43% | 656,421 | -17,966 | -2.7% | -$288.03万 | 减仓 |
| AVGO | BROADCOM INC | $1.04亿 | 1.41% | 335,238 | -12,242 | -3.5% | -$378.90万 | 减仓 |
| SPGI | S & P GLOBAL INC | $1.01亿 | 1.37% | 237,483 | 17,497 | 8.0% | $744.22万 | 加仓 |
| GOOG | ALPHABET INC CL C | $8,399.72万 | 1.14% | 292,816 | -12,882 | -4.2% | -$369.53万 | 减仓 |
| PGR | PROGRESSIVE CORP | $7,782.53万 | 1.05% | 392,581 | -5,537 | -1.4% | -$109.77万 | 减仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $7,723.80万 | 1.05% | 167,548 | -2,074 | -1.2% | -$95.61万 | 减仓 |
| BLK | BLACKROCK INC | $7,486.05万 | 1.01% | 77,841 | -1,780 | -2.2% | -$171.18万 | 减仓 |
| LAD | LITHIA MTRS INC CL A | $7,118.57万 | 0.96% | 285,062 | 737 | 0.3% | $18.40万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ET | $7,000.73万 | 0.95% | 164,182 | -7,932 | -4.6% | -$338.22万 | 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 |
| TMO | THERMO FISHER SCIENTIFIC | $6,856.06万 | 0.93% | 139,484 | -1,958 | -1.4% | -$96.24万 | 减仓 |
| CSL | CARLISLE COMPANIES INCORPORATE | $6,454.75万 | 0.87% | 193,476 | 13,706 | 7.6% | $457.26万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC. | $6,187.95万 | 0.84% | 393,435 | 462 | 0.1% | $7.27万 | 加仓 |
| KLAC | KLA CORP COM | $6,146.58万 | 0.83% | 41,745 | -8,254 | -16.5% | -$1,215.33万 | 减仓 |
| NOW | SERVICENOW INC COM | $5,647.74万 | 0.77% | 540,195 | 116,380 | 27.5% | $1,216.75万 | 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 |
| URI | UNITED RENTALS INC COM | $5,274.63万 | 0.71% | 72,398 | 2,815 | 4.0% | $205.09万 | 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 |
| SYK | STRYKER CORP COM | $5,011.85万 | 0.68% | 152,526 | 7,837 | 5.4% | $257.52万 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US | $4,972.68万 | 0.67% | 662,141 | 18,429 | 2.9% | $138.40万 | 加仓 |
| EOG | EOG RESOURCES INC. | $4,834.62万 | 0.66% | 334,414 | -2,445 | -0.7% | -$35.35万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC COM | $4,820.54万 | 0.65% | 173,482 | 588 | 0.3% | $16.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $4,484.83万 | 0.61% | 45,009 | -256 | -0.6% | -$25.51万 | 减仓 |
| CTAS | CINTAS CORP COM | $4,474.18万 | 0.61% | 264,525 | -1,513 | -0.6% | -$25.59万 | 减仓 |
| AZO | AUTOZONE INC COM | $4,249.59万 | 0.58% | 12,581 | 4,240 | 50.8% | $1,432.18万 | 加仓 |
| CPRT | COPART INC | $4,203.13万 | 0.57% | 1,266,002 | 350,819 | 38.3% | $1,164.72万 | 加仓 |
| USB | U.S. BANCORP COM (NEW) | $4,095.72万 | 0.55% | 787,487 | -9,792 | -1.2% | -$50.93万 | 减仓 |
| ABBV | ABBVIE INC | $4,047.33万 | 0.55% | 186,093 | -1,294 | -0.7% | -$28.14万 | 减仓 |
| ULTA | ULTA SALON COSMETICS & FRAGRAN | $3,614.54万 | 0.49% | 69,150 | -11,841 | -14.6% | -$618.94万 | 减仓 |
| HD | HOME DEPOT INC COM | $3,483.14万 | 0.47% | 105,906 | -1,461 | -1.4% | -$48.05万 | 减仓 |
| — | FIRST NATL NEB INC COM | $3,353.22万 | 0.45% | 2,032 | -11 | -0.5% | -$18.15万 | 减仓 |
| ALC | ALCON AG ORD SHS | $3,081.98万 | 0.42% | 409,022 | -3,225 | -0.8% | -$24.30万 | 减仓 |
| AMGN | AMGEN INC COM | $3,081.54万 | 0.42% | 87,581 | -1,012 | -1.1% | -$35.61万 | 减仓 |
| ZTS | ZOETIS INC | $2,941.17万 | 0.40% | 248,809 | 76,079 | 44.0% | $899.33万 | 加仓 |
| PEP | PEPSICO INC COM | $2,928.88万 | 0.40% | 188,607 | -248 | -0.1% | -$3.85万 | 减仓 |
| CVX | CHEVRON CORP COM | $2,880.40万 | 0.39% | 139,217 | -1,373 | -1.0% | -$28.41万 | 减仓 |
| ABT | ABBOTT LABS COM | $2,844.87万 | 0.39% | 277,089 | 36,712 | 15.3% | $376.92万 | 加仓 |
| APH | AMPHENOL CORP CL A | $2,735.20万 | 0.37% | 216,478 | 5,210 | 2.5% | $65.83万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,710.59万 | 0.37% | 87,216 | -1,484 | -1.7% | -$46.12万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $2,655.72万 | 0.36% | 82,849 | 644 | 0.8% | $20.64万 | 加仓 |
| LIN | LINDE PLC | $2,538.14万 | 0.34% | 51,197 | 451 | 0.9% | $22.36万 | 加仓 |
| ADBE | ADOBE INC COM | $2,521.47万 | 0.34% | 103,730 | -18,651 | -15.2% | -$453.37万 | 减仓 |
| CHE | CHEMED CORP COM | $2,490.10万 | 0.34% | 65,921 | 4,052 | 6.5% | $153.06万 | 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 |
| TJX | TJX COMPANIES INC | $2,346.26万 | 0.32% | 146,917 | 1,181 | 0.8% | $18.86万 | 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 |
| LLY | LILLY ELI & CO COM | $2,295.38万 | 0.31% | 24,956 | 1,134 | 4.8% | $104.30万 | 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 |
| VOO | VANGUARD S&P 500 ETF | $2,113.25万 | 0.29% | 35,365 | 4,492 | 14.5% | $268.42万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING COM | $2,057.48万 | 0.28% | 101,264 | 6,102 | 6.4% | $123.98万 | 加仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $2,043.27万 | 0.28% | 210,148 | 1,252 | 0.6% | $12.17万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $1,840.68万 | 0.25% | 75,302 | -1,320 | -1.7% | -$32.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $1,819.75万 | 0.25% | 67,251 | -886 | -1.3% | -$23.97万 | 减仓 |
| PLD | PROLOGIS INC COM | $1,697.40万 | 0.23% | 128,416 | 604 | 0.5% | $7.98万 | 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 |
| PH | PARKER-HANNIFIN CORP | $1,539.45万 | 0.21% | 17,196 | 142 | 0.8% | $12.71万 | 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 |
| AFG | AMERICAN FINANCIAL GROUP INC O | $1,432.55万 | 0.19% | 112,172 | 5,510 | 5.2% | $70.37万 | 加仓 |
| POOL | POOL CORP | $1,429.66万 | 0.19% | 70,660 | 29,394 | 71.2% | $594.73万 | 加仓 |
| ROL | ROLLINS INC | $1,361.08万 | 0.18% | 254,837 | 3,072 | 1.2% | $16.41万 | 加仓 |
| HSY | HERSHEY COMPANY | $1,321.16万 | 0.18% | 63,551 | 1,272 | 2.0% | $26.44万 | 加仓 |
| ACN | ACCENTURE PLC F CLASS A | $1,300.03万 | 0.18% | 65,562 | -2,748 | -4.0% | -$54.49万 | 减仓 |
| INTU | INTUIT INC | $1,282.96万 | 0.17% | 29,672 | -875 | -2.9% | -$37.83万 | 减仓 |
| MRSH | MARSH COM | $1,243.13万 | 0.17% | 71,671 | -2,218 | -3.0% | -$38.47万 | 减仓 |
| — | EXXON MOBIL CORP COM | $1,237.70万 | 0.17% | 72,952 | -2,508 | -3.3% | -$42.55万 | 减仓 |
| GGG | GRACO INC COM | $1,234.15万 | 0.17% | 145,795 | 6,132 | 4.4% | $51.91万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HOLDINGS | $1,163.50万 | 0.16% | 149,109 | 27,520 | 22.6% | $214.74万 | 加仓 |
| VB | VANGUARD SMALL CAP INDEX FUND | $1,046.58万 | 0.14% | 39,958 | 256 | 0.6% | $6.71万 | 加仓 |
| WMT | WALMART INC | $995.66万 | 0.13% | 80,114 | -7,792 | -8.9% | -$96.84万 | 减仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND IN | $962.90万 | 0.13% | 121,748 | -764 | -0.6% | -$6.04万 | 减仓 |
| ETN | EATON CORP PLC | $930.09万 | 0.13% | 26,004 | -279 | -1.1% | -$9.98万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $925.01万 | 0.13% | 45,235 | -187,305 | -80.5% | -$3,830.20万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $910.61万 | 0.12% | 52,764 | 3,237 | 6.5% | $55.86万 | 加仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | $895.28万 | 0.12% | 236,597 | 22,270 | 10.4% | $84.27万 | 加仓 |
| — | PEM HOLDING COMAPNY, LLC | $828.99万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $803.95万 | 0.11% | 5,830 | -319 | -5.2% | -$43.99万 | 减仓 |
| PM | PHILIP MORRIS INTERNATIONAL IN | $767.41万 | 0.10% | 46,414 | -3,205 | -6.5% | -$52.99万 | 减仓 |
| MSCI | MSCI, INC. | $760.92万 | 0.10% | 14,117 | 1,496 | 11.9% | $80.64万 | 加仓 |
| ING | ING GROEP NV ADR | $724.16万 | 0.10% | 277,987 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $694.92万 | 0.09% | 10,686 | 91 | 0.9% | $5.92万 | 加仓 |