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 |
|---|---|---|---|---|---|---|---|---|
| MKC | MCCORMICK & COMPANY, INC. | $45.35万 | 0.01% | 8,990 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SER 1 | $44.96万 | 0.01% | 779 | -59 | -7.0% | -$3.41万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOG | $42.91万 | 0.01% | 615 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES, INC | $42.76万 | 0.01% | 2,102 | -35 | -1.6% | -$7,120 | 减仓 |
| HTFL | HEARTFLOW INC | $42.12万 | 0.01% | 17,313 | 17,313 | — | $42.12万 | 新建仓 |
| — | 88 TACTICAL KANSAS CITY, LLC P | $41.89万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID CAP VALUE INDEX F | $39.93万 | 0.01% | 2,167 | 192 | 9.7% | $3.54万 | 加仓 |
| KMB | KIMBERLY CLARK CORP COM | $39.87万 | 0.01% | 4,133 | -16 | -0.4% | -$1,544 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH | $39.42万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON S | $39.41万 | 0.01% | 3,416 | -149 | -4.2% | -$1.72万 | 减仓 |
| — | ITT CORP | $39.25万 | 0.01% | 2,060 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $38.96万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $38.63万 | 0.01% | 3,900 | -725 | -15.7% | -$7.18万 | 减仓 |
| ARKF | ARK FINTECH INNOVATION ETF | $38.36万 | 0.01% | 10,093 | -375 | -3.6% | -$1.43万 | 减仓 |
| VST | VISTRA CORP | $38.17万 | 0.01% | 2,539 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID CAP VALUE ETF | $37.29万 | 0.01% | 2,814 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC COM | $37.03万 | 0.01% | 6,299 | 142 | 2.3% | $8,347 | 加仓 |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $35.22万 | 0.00% | 2,137 | -890 | -29.4% | -$14.67万 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A | $34.90万 | 0.00% | 16,368 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $34.79万 | 0.00% | 2,514 | 2,514 | — | $34.79万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 400 | $34.72万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $34.27万 | 0.00% | 4,775 | -50 | -1.0% | -$3,588 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $34.00万 | 0.00% | 2,093 | -162 | -7.2% | -$2.63万 | 减仓 |
| NUE | NUCOR CORP COM | $33.96万 | 0.00% | 2,008 | -413 | -17.1% | -$6.98万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $33.76万 | 0.00% | 5,530 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND COM | $33.68万 | 0.00% | 4,633 | 0 | 0.0% | — | 不变 |
| PRI | PRIMERICA INC | $33.31万 | 0.00% | 1,330 | -203 | -13.2% | -$5.08万 | 减仓 |
| ENTG | ENTEGRIS INC COM | $32.38万 | 0.00% | 2,762 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $32.29万 | 0.00% | 11,085 | -19,279 | -63.5% | -$56.16万 | 重新持有 |
| VONV | VANGUARD RUSSELL 1000 VALUE ET | $32.28万 | 0.00% | 3,444 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP UT R | $32.01万 | 0.00% | 4,927 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALU | $31.81万 | 0.00% | 4,070 | 173 | 4.4% | $1.35万 | 加仓 |
| BOH | BANK HAWAII CORP | $31.77万 | 0.00% | 4,279 | -567 | -11.7% | -$4.21万 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $31.72万 | 0.00% | 747 | -220 | -22.8% | -$9.34万 | 减仓 |
| PAYX | PAYCHEX INC | $31.58万 | 0.00% | 3,428 | -635 | -15.6% | -$5.85万 | 减仓 |
| WYNN | WYNN RESORTS LTD COM | $31.52万 | 0.00% | 3,104 | -918 | -22.8% | -$9.32万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HOLDINGS | $31.18万 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION COM | $30.60万 | 0.00% | 2,393 | -478 | -16.6% | -$6.11万 | 减仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $30.48万 | 0.00% | 9,995 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $30.46万 | 0.00% | 360 | 5 | 1.4% | $4,230 | 加仓 |
| CAKE | CHEESECAKE FACTORY (THE) | $30.35万 | 0.00% | 5,543 | -1,842 | -24.9% | -$10.08万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $29.91万 | 0.00% | 1,841 | -3 | -0.2% | -$487 | 减仓 |
| WDFC | WD-40 CO COM | $29.67万 | 0.00% | 1,455 | 273 | 23.1% | $5.57万 | 加仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $29.33万 | 0.00% | 1,766 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC COMMO | $29.32万 | 0.00% | 1,257 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $29.21万 | 0.00% | 2,990 | -18 | -0.6% | -$1,758 | 减仓 |
| BP | BP PLC SPONS ADR | $28.98万 | 0.00% | 6,167 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC COM | $28.85万 | 0.00% | 8,965 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL SERVICES GROUP | $27.78万 | 0.00% | 1,335 | 55 | 4.3% | $1.14万 | 加仓 |
| ORLY | O'REILLY AUTOMOTIVE | $27.51万 | 0.00% | 2,980 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $27.40万 | 0.00% | 1,013 | 1,013 | — | $27.40万 | 新建仓 |
| AFL | AFLAC INC | $27.31万 | 0.00% | 2,489 | -280 | -10.1% | -$3.07万 | 减仓 |
| BMO | BANK OF MONTREAL | $27.07万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NVO | NOVO NORDISK A/S SPONS ADR | $26.87万 | 0.00% | 7,311 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $26.86万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE BRANDS HLDGS INC COM | $26.83万 | 0.00% | 4,527 | -708 | -13.5% | -$4.20万 | 重新持有 |
| — | ARCOSA INC COM | $26.73万 | 0.00% | 2,518 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V N Y REGISTRY | $26.68万 | 0.00% | 202 | 12 | 6.3% | $1.58万 | 加仓 |
| DDOG | DATADOG INC - CLASS A | $26.68万 | 0.00% | 2,260 | -1,159 | -33.9% | -$13.68万 | 减仓 |
| FUL | FULLER H B CO COM | $26.61万 | 0.00% | 4,314 | -890 | -17.1% | -$5.49万 | 重新持有 |
| IDXX | IDEXX LABORATORIES INC | $25.34万 | 0.00% | 451 | -90 | -16.6% | -$5.06万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $25.24万 | 0.00% | 30,336 | -4,928 | -14.0% | -$4.10万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM | $24.78万 | 0.00% | 571 | -33 | -5.5% | -$1.43万 | 减仓 |
| CSW | CSW INDUSTRIALS INC | $24.52万 | 0.00% | 941 | 62 | 7.1% | $1.62万 | 加仓 |
| AR | ANTERO RES CORP COM | $24.33万 | 0.00% | 5,733 | -862 | -13.1% | -$3.66万 | 减仓 |
| CSGP | COSTAR GROUP INC COM | $24.20万 | 0.00% | 6,000 | 3,000 | 100.0% | $12.10万 | 加仓 |
| GTY | GETTY RLTY CORP NEW COM | $24.17万 | 0.00% | 7,601 | -1,104 | -12.7% | -$3.51万 | 重新持有 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWT | $24.13万 | 0.00% | 1,930 | -1,930 | -50.0% | -$24.13万 | 减仓 |
| CNM | CORE & MAIN INC CL A | $23.90万 | 0.00% | 4,839 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $23.84万 | 0.00% | 350 | 350 | — | $23.84万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $23.80万 | 0.00% | 1,148 | -24 | -2.0% | -$4,976 | 减仓 |
| CPAY | CORPAY INC | $23.72万 | 0.00% | 815 | -267 | -24.7% | -$7.77万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 | $23.32万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $22.80万 | 0.00% | 3,440 | -393 | -10.3% | -$2.61万 | 减仓 |
| IDEV | ISHARES TRCORE MSCI INTL | $22.77万 | 0.00% | 2,725 | 2,725 | — | $22.77万 | 新建仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE | $22.66万 | 0.00% | 5,815 | 5,815 | — | $22.66万 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $22.42万 | 0.00% | 1,684 | -177 | -9.5% | -$2.36万 | 减仓 |
| LSTR | LANDSTAR SYS INC COM | $22.07万 | 0.00% | 1,377 | -350 | -20.3% | -$5.61万 | 重新持有 |
| UNF | UNIFIRST CORP MASS COM | $21.99万 | 0.00% | 874 | -500 | -36.4% | -$12.58万 | 减仓 |
| MS | MORGAN STANLEY | $21.94万 | 0.00% | 1,333 | -46 | -3.3% | -$7,570 | 减仓 |
| PTC | PTC INC | $21.87万 | 0.00% | 1,535 | -147 | -8.7% | -$2.09万 | 减仓 |
| — | LEGGETT & PLATT INC COM | $21.86万 | 0.00% | 22,129 | -5,000 | -18.4% | -$4.94万 | 减仓 |
| MMM | 3M CO COM | $21.80万 | 0.00% | 1,501 | -300 | -16.7% | -$4.36万 | 减仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $21.20万 | 0.00% | 8,448 | 260 | 3.2% | $6,526 | 加仓 |
| OKE | ONEOK INC COM | $21.17万 | 0.00% | 2,342 | -1,510 | -39.2% | -$13.65万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $21.15万 | 0.00% | 310 | 310 | — | $21.15万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HOLDINGS INC | $20.85万 | 0.00% | 10,053 | 10,053 | — | $20.85万 | 新建仓 |
| D | DOMINION ENERGY INC COM | $20.81万 | 0.00% | 3,366 | 0 | 0.0% | — | 重新持有 |
| THO | THOR INDS INC COM | $20.63万 | 0.00% | 2,582 | -362 | -12.3% | -$2.89万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $20.60万 | 0.00% | 1,011 | 0 | 0.0% | — | 不变 |
| GLDM | SPDR GOLD MINISHARES TRUST OF | $20.46万 | 0.00% | 2,207 | 2,207 | — | $20.46万 | 新建仓 |
| BRC | BRADY CORP CL A | $20.01万 | 0.00% | 2,463 | 2,463 | — | $20.01万 | 新建仓 |
| RKT | ROCKET COS INC CL A | $14.50万 | 0.00% | 10,176 | -869 | -7.9% | -$1.24万 | 减仓 |
| — | U.S. GLOBAL NANOSPACE INC | $2 | 0.00% | 107,000 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL 2500 ETF | $0 | 0.00% | 0 | -184,192 | -100.0% | -$1,380.33万 | 清仓 |
| — | ASHTEAD GROUP PLC SPONRD ADS | $0 | 0.00% | 0 | -21,120 | -100.0% | -$149.40万 | 清仓 |
| JKHY | JACK HENRY & ASSOCIATES INC | $0 | 0.00% | 0 | -8,030 | -100.0% | -$146.53万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -5,940 | -100.0% | -$99.57万 | 清仓 |
| XPO | XPO INC COM | $0 | 0.00% | 0 | -7,176 | -100.0% | -$97.53万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL | $0 | 0.00% | 0 | -4,409 | -100.0% | -$71.26万 | 清仓 |