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 |
|---|---|---|---|---|---|---|---|---|
| CUBE | CUBESMART | $164.24万 | 0.02% | 44,812 | 6,825 | 18.0% | $25.01万 | 加仓 |
| FISV | FISERV INC WISCONSIN COM | $163.20万 | 0.02% | 29,247 | 847 | 3.0% | $4.73万 | 加仓 |
| VTV | VANGUARD VALUE INDEX FUND - ET | $163.16万 | 0.02% | 8,316 | -1,516 | -15.4% | -$29.74万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $163.11万 | 0.02% | 4,764 | 4,046 | 563.5% | $138.53万 | 加仓 |
| H | HYATT HOTELS CORP - CL A | $154.44万 | 0.02% | 10,741 | 1,469 | 15.8% | $21.12万 | 加仓 |
| RNR | RENAISSANCE RE HOLDINGS LTD | $153.97万 | 0.02% | 5,180 | -1,240 | -19.3% | -$36.86万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $153.02万 | 0.02% | 5,246 | -157 | -2.9% | -$4.58万 | 减仓 |
| IQV | IQVIA HOLDINGS INC | $152.02万 | 0.02% | 8,914 | -374 | -4.0% | -$6.38万 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL IN | $151.01万 | 0.02% | 32,560 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $150.99万 | 0.02% | 16,066 | -4,250 | -20.9% | -$39.94万 | 减仓 |
| OMC | OMNICOM GROUP INC. | $150.09万 | 0.02% | 19,930 | -167 | -0.8% | -$1.26万 | 减仓 |
| AJG | ARTHUR J. GALLAGHER & CO. | $149.96万 | 0.02% | 6,924 | 5,661 | 448.2% | $122.61万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $148.37万 | 0.02% | 4,193 | -30 | -0.7% | -$1.06万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $147.39万 | 0.02% | 5,524 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A | $146.02万 | 0.02% | 36,082 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $145.75万 | 0.02% | 15,184 | -2,120 | -12.3% | -$20.35万 | 减仓 |
| NKE | NIKE INC CL B | $145.67万 | 0.02% | 27,578 | 15 | 0.1% | $792 | 加仓 |
| CB | CHUBB CORP COM | $138.75万 | 0.02% | 4,257 | -2,141 | -33.5% | -$69.78万 | 减仓 |
| MCO | MOODY'S CORP | $137.77万 | 0.02% | 3,158 | -8 | -0.3% | -$3,490 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET - | $137.69万 | 0.02% | 4,292 | -4,207 | -49.5% | -$134.96万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $137.47万 | 0.02% | 21,120 | 21,120 | — | $137.47万 | 新建仓 |
| EMR | EMERSON ELEC CO COM | $137.41万 | 0.02% | 10,488 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $131.50万 | 0.02% | 46,831 | -4,400 | -8.6% | -$12.36万 | 减仓 |
| ARMK | ARAMARK | $131.15万 | 0.02% | 32,350 | 6,780 | 26.5% | $27.49万 | 加仓 |
| T | AT&T INC COM | $121.62万 | 0.02% | 41,954 | -113 | -0.3% | -$3,276 | 减仓 |
| AER | AERCAP HOLDINGS NV | $120.58万 | 0.02% | 8,790 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED COM | $119.83万 | 0.02% | 23,110 | 3,158 | 15.8% | $16.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $119.36万 | 0.02% | 3,946 | -8 | -0.2% | -$2,420 | 减仓 |
| OXY | OCCIDENTAL PETROLEUM CORP COM | $118.78万 | 0.02% | 18,274 | -5,230 | -22.3% | -$33.99万 | 减仓 |
| PWR | QUANTA SERVICES INC | $116.78万 | 0.02% | 2,127 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP | $116.05万 | 0.02% | 20,610 | -2,501 | -10.8% | -$14.08万 | 减仓 |
| TFC | TRUIST FINANCIAL CORPORATION | $113.84万 | 0.02% | 24,764 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATIONAL | $112.16万 | 0.02% | 8,565 | 75 | 0.9% | $9,821 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP CL A | $108.26万 | 0.01% | 42,390 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $108.15万 | 0.01% | 5,174 | 6 | 0.1% | $1,254 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD C | $107.78万 | 0.01% | 24,248 | 6,960 | 40.3% | $30.94万 | 加仓 |
| MAR | MARRIOTT INTL INC CL A | $107.18万 | 0.01% | 3,277 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $104.09万 | 0.01% | 8,260 | -6,507 | -44.1% | -$82.00万 | 减仓 |
| VRT | VERTIV HOLDINGS CO CL A | $103.36万 | 0.01% | 4,125 | 20 | 0.5% | $5,012 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $99.72万 | 0.01% | 10,266 | -134 | -1.3% | -$1.30万 | 减仓 |
| C | CITIGROUP INC COM | $97.74万 | 0.01% | 8,618 | -2,003 | -18.9% | -$22.72万 | 减仓 |
| AVY | AVERY DENNISON CORP | $97.05万 | 0.01% | 5,620 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC DEL COM | $96.59万 | 0.01% | 13,272 | 133 | 1.0% | $9,680 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $95.37万 | 0.01% | 12,827 | -542 | -4.1% | -$4.03万 | 减仓 |
| ALLE | ALLEGION PLC | $92.90万 | 0.01% | 6,394 | 2,030 | 46.5% | $29.49万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $92.58万 | 0.01% | 10,862 | -1,484 | -12.0% | -$12.65万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS NV COM | $92.52万 | 0.01% | 4,700 | 2,930 | 165.5% | $57.68万 | 加仓 |
| WAT | WATERS CORP | $92.26万 | 0.01% | 3,098 | 3,098 | — | $92.26万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $91.95万 | 0.01% | 5,047 | -30 | -0.6% | -$5,465 | 减仓 |
| LKQ | LKQ CORPORATION | $91.72万 | 0.01% | 31,230 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC. CL A | $89.95万 | 0.01% | 6,640 | 1,515 | 29.6% | $20.52万 | 加仓 |
| INGR | INGREDION INC | $89.84万 | 0.01% | 7,974 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $89.36万 | 0.01% | 3,359 | -34 | -1.0% | -$9,045 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC. | $87.33万 | 0.01% | 6,560 | 3,137 | 91.6% | $41.76万 | 加仓 |
| HAS | HASBRO INC | $85.69万 | 0.01% | 9,155 | -2,215 | -19.5% | -$20.73万 | 减仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC CL | $83.95万 | 0.01% | 14,564 | -812 | -5.3% | -$4.68万 | 减仓 |
| WWD | WOODWARD INC COM | $83.22万 | 0.01% | 2,325 | -460 | -16.5% | -$16.46万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION | $82.54万 | 0.01% | 3,838 | -1,587 | -29.3% | -$34.13万 | 减仓 |
| SCHM | SCHWAB US MID-CAP ETF | $82.27万 | 0.01% | 26,573 | 1,234 | 4.9% | $3.82万 | 加仓 |
| KHC | KRAFT HEINZ COMPANY COM | $81.99万 | 0.01% | 36,456 | -1,211 | -3.2% | -$2.72万 | 减仓 |
| DV | DOUBLEVERIFY HOLDINGS INC | $81.49万 | 0.01% | 85,777 | 62,349 | 266.1% | $59.23万 | 加仓 |
| IJK | ISHARES S&P MID CAP 400 GROWTH | $79.75万 | 0.01% | 7,926 | -84 | -1.0% | -$8,452 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $78.87万 | 0.01% | 2,866 | -100 | -3.4% | -$2.75万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB COM | $77.32万 | 0.01% | 12,749 | -1,312 | -9.3% | -$7.96万 | 减仓 |
| CLX | CLOROX CO DEL COM | $75.36万 | 0.01% | 7,272 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE.COM INC | $75.32万 | 0.01% | 4,035 | -49 | -1.2% | -$9,147 | 减仓 |
| COR | CENCORA INC COM | $74.04万 | 0.01% | 2,357 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $72.21万 | 0.01% | 6,237 | -100 | -1.6% | -$1.16万 | 减仓 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $71.40万 | 0.01% | 2,348 | -46 | -1.9% | -$1.40万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $70.45万 | 0.01% | 9,140 | -1,271 | -12.2% | -$9.80万 | 减仓 |
| UL | UNILEVER PLC SP ADR NEW | $70.39万 | 0.01% | 12,356 | 3,881 | 45.8% | $22.11万 | 加仓 |
| VMI | VALMONT INDS INC COM | $68.29万 | 0.01% | 1,709 | -518 | -23.3% | -$20.70万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $66.82万 | 0.01% | 6,000 | -224 | -3.6% | -$2.49万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $63.44万 | 0.01% | 4,417 | -616 | -12.2% | -$8.85万 | 减仓 |
| DUK | DUKE ENERGY CORP | $63.17万 | 0.01% | 4,824 | -312 | -6.1% | -$4.09万 | 减仓 |
| NET | CLOUDFLARE INC CL A | $63.00万 | 0.01% | 3,053 | 118 | 4.0% | $2.43万 | 加仓 |
| HCA | HCA INC | $60.62万 | 0.01% | 1,281 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL S | $58.77万 | 0.01% | 7,622 | -5,836 | -43.4% | -$45.00万 | 减仓 |
| APD | AIR PRODS & CHEMS INC COM | $57.87万 | 0.01% | 1,992 | -402 | -16.8% | -$11.68万 | 减仓 |
| INTC | INTEL CORP | $57.13万 | 0.01% | 12,945 | -725 | -5.3% | -$3.20万 | 减仓 |
| AEP | AMERICAN ELEC PWR INC COM | $56.63万 | 0.01% | 4,320 | -100 | -2.3% | -$1.31万 | 减仓 |
| ROST | ROSS STORES INC | $55.96万 | 0.01% | 2,583 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $54.94万 | 0.01% | 47,366 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS ENGINE INC COM | $54.61万 | 0.01% | 1,015 | 14 | 1.4% | $7,532 | 加仓 |
| WAB | WABTEC CORP COM | $54.33万 | 0.01% | 2,174 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $54.04万 | 0.01% | 6,093 | -667 | -9.9% | -$5.92万 | 减仓 |
| CI | THE CIGNA GROUP COM | $53.24万 | 0.01% | 1,996 | -30 | -1.5% | -$8,002 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORPORATI | $49.94万 | 0.01% | 1,267 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $49.88万 | 0.01% | 1,658 | -190 | -10.3% | -$5.72万 | 减仓 |
| MPWR | MONOLITHIC POWER SYSTEMS, INC. | $49.09万 | 0.01% | 449 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL CAP 600 GROW | $48.91万 | 0.01% | 3,380 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL CORP | $48.87万 | 0.01% | 14,191 | -1,846 | -11.5% | -$6.36万 | 减仓 |
| SWK | STANLEY BLACK & DECKER, INC. | $48.57万 | 0.01% | 6,835 | -2,335 | -25.5% | -$16.59万 | 减仓 |
| SHEL | SHELL PLC SPON ADS | $48.29万 | 0.01% | 5,193 | -325 | -5.9% | -$3.02万 | 减仓 |
| SO | SOUTHERN CO COM | $48.22万 | 0.01% | 4,996 | -338 | -6.3% | -$3.26万 | 减仓 |
| FICO | FAIR ISAAC CORPORATION | $48.15万 | 0.01% | 451 | -62 | -12.1% | -$6.62万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC-A | $46.56万 | 0.01% | 4,190 | -553 | -11.7% | -$6.14万 | 减仓 |
| RBC | RBC BEARINGS INC | $46.27万 | 0.01% | 852 | -233 | -21.5% | -$12.65万 | 减仓 |
| MLM | MARTIN MARIETTA MATERIALS | $46.27万 | 0.01% | 786 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $45.60万 | 0.01% | 1,538 | 0 | 0.0% | — | 不变 |