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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD REAL ESTATE ETF | $56.91万 | 0.01% | 5,902 | -191 | -3.1% | -$1.84万 | 减仓 |
| AEP | AMERICAN ELEC PWR INC COM | $55.85万 | 0.01% | 4,082 | -238 | -5.5% | -$3.26万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON S | $55.79万 | 0.01% | 3,416 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $54.98万 | 0.01% | 2,583 | 0 | 0.0% | — | 不变 |
| RBC | RBC BEARINGS INC | $54.87万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $54.78万 | 0.01% | 1,987 | -9 | -0.5% | -$2,481 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HOLDINGS | $53.40万 | 0.01% | 1,404 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $52.88万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEMS INC COM | $52.45万 | 0.01% | 1,789 | -203 | -10.2% | -$5.95万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $51.65万 | 0.01% | 3,851 | -566 | -12.8% | -$7.59万 | 减仓 |
| ROAD | CONSTRUCTION PARTNERS INC-A | $49.76万 | 0.01% | 4,190 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC COM | $49.68万 | 0.01% | 2,762 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $47.82万 | 0.01% | 4,996 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINANCIAL HOLDINGS INC | $46.70万 | 0.01% | 1,658 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID CAP VALUE INDEX F | $46.28万 | 0.01% | 2,342 | 175 | 8.1% | $3.46万 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS | $45.33万 | 0.01% | 786 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN INC COM | $45.27万 | 0.01% | 7,198 | 899 | 14.3% | $5.65万 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP | $45.21万 | 0.01% | 11,161 | -3,030 | -21.4% | -$12.27万 | 减仓 |
| PAYX | PAYCHEX INC | $45.20万 | 0.01% | 4,597 | 1,169 | 34.1% | $11.49万 | 加仓 |
| NUE | NUCOR CORP COM | $44.73万 | 0.01% | 2,008 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $44.10万 | 0.01% | 457 | 457 | — | $44.10万 | 新建仓 |
| CAKE | CHEESECAKE FACTORY (THE) | $44.09万 | 0.01% | 5,543 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $43.84万 | 0.01% | 2,097 | 764 | 57.3% | $15.97万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH | $42.43万 | 0.01% | 2,898 | -179 | -5.8% | -$2.62万 | 减仓 |
| — | 88 TACTICAL KANSAS CITY, LLC P | $41.89万 | 0.01% | 6 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $41.88万 | 0.01% | 747 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID CAP VALUE ETF | $41.57万 | 0.01% | 2,814 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB US LARGE CAP GROWTH ETF | $41.47万 | 0.01% | 12,253 | 1,168 | 10.5% | $3.95万 | 加仓 |
| VST | VISTRA CORP | $40.28万 | 0.00% | 2,539 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $40.27万 | 0.00% | 5,193 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V N Y REGISTRY | $40.19万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 400 | $39.60万 | 0.00% | 563 | 0 | 0.0% | — | 不变 |
| ARKF | ARK FINTECH INNOVATION ETF | $38.30万 | 0.00% | 9,706 | -387 | -3.8% | -$1.53万 | 减仓 |
| PRI | PRIMERICA INC | $37.80万 | 0.00% | 1,330 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $37.40万 | 0.00% | 3,190 | 701 | 28.2% | $8.22万 | 加仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ET | $36.61万 | 0.00% | 3,444 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC COM | $36.58万 | 0.00% | 2,518 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $36.43万 | 0.00% | 4,775 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X S&P 500 CATHOLIC VALU | $36.02万 | 0.00% | 4,070 | 0 | 0.0% | — | 不变 |
| WDFC | WD-40 CO COM | $35.45万 | 0.00% | 1,455 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND COM | $35.40万 | 0.00% | 4,633 | 0 | 0.0% | — | 不变 |
| BMO | BANK OF MONTREAL | $35.34万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $34.98万 | 0.00% | 303 | 303 | — | $34.98万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $34.89万 | 0.00% | 2,093 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $34.87万 | 0.00% | 4,279 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL INC | $34.85万 | 0.00% | 3,229 | 239 | 8.0% | $2.58万 | 加仓 |
| SCHV | SCHWAB US LARGE CAP VALUE ETF | $34.79万 | 0.00% | 9,995 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION COM | $34.70万 | 0.00% | 2,393 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDUSTRIES INC | $34.28万 | 0.00% | 2,137 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE E | $33.84万 | 0.00% | 6,866 | 6,866 | — | $33.84万 | 新建仓 |
| NVO | NOVO NORDISK A/S SPONS ADR | $33.61万 | 0.00% | 7,011 | -300 | -4.1% | -$1.44万 | 减仓 |
| PNC | PNC FINANCIAL SERVICES GROUP | $33.49万 | 0.00% | 1,360 | 25 | 1.9% | $6,156 | 加仓 |
| CHRW | C.H. ROBINSON WORLDWIDE INC | $33.26万 | 0.00% | 1,766 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP UT R | $33.26万 | 0.00% | 4,927 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $32.17万 | 0.00% | 3,435 | 3,435 | — | $32.17万 | 新建仓 |
| BX | BLACKSTONE INC | $31.68万 | 0.00% | 2,692 | 2,692 | — | $31.68万 | 新建仓 |
| IXN | ISHARES GLOBAL TECH ETF | $30.72万 | 0.00% | 2,126 | 2,126 | — | $30.72万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $30.69万 | 0.00% | 5,530 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A | $30.13万 | 0.00% | 16,368 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. ST | $29.32万 | 0.00% | 1,785 | 1,785 | — | $29.32万 | 新建仓 |
| LSTR | LANDSTAR SYS INC COM | $28.48万 | 0.00% | 1,377 | 0 | 0.0% | — | 不变 |
| IVOG | VANGUARD S&P MID-CAP 400 GROWT | $28.24万 | 0.00% | 1,930 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS INC - A | $27.78万 | 0.00% | 364 | 364 | — | $27.78万 | 新建仓 |
| TRN | TRINITY INDS INC COM | $27.54万 | 0.00% | 7,965 | -1,000 | -11.2% | -$3.46万 | 减仓 |
| ORLY | O'REILLY AUTOMOTIVE | $27.44万 | 0.00% | 2,980 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TRCORE MSCI INTL | $27.39万 | 0.00% | 3,077 | 352 | 12.9% | $3.13万 | 加仓 |
| ALH | ALLIANCE LAUNDRY HOLDINGS INC | $26.66万 | 0.00% | 10,053 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 | $26.62万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| CW | CURTISS-WRIGHT CORP | $26.52万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $26.31万 | 0.00% | 3,440 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $26.19万 | 0.00% | 941 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROTHERS INC CL A | $26.13万 | 0.00% | 3,639 | -937 | -20.5% | -$6.73万 | 重新持有 |
| — | LEGGETT & PLATT INC COM | $25.91万 | 0.00% | 22,129 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $25.60万 | 0.00% | 30,336 | 0 | 0.0% | — | 不变 |
| GTY | GETTY RLTY CORP NEW COM | $25.36万 | 0.00% | 7,601 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO COM | $25.15万 | 0.00% | 4,314 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $24.31万 | 0.00% | 1,501 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATERIALS INC | $24.00万 | 0.00% | 332 | 332 | — | $24.00万 | 新建仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $23.84万 | 0.00% | 1,741 | -100 | -5.4% | -$1.37万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM | $23.71万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD S | $23.59万 | 0.00% | 494 | 494 | — | $23.59万 | 新建仓 |
| SCHB | SCHWAB US BROAD MARKET ETF | $23.21万 | 0.00% | 8,016 | -432 | -5.1% | -$1.25万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $23.16万 | 0.00% | 906 | 906 | — | $23.16万 | 新建仓 |
| UNF | UNIFIRST CORP MASS COM | $23.11万 | 0.00% | 874 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $22.99万 | 0.00% | 3,366 | 0 | 0.0% | — | 不变 |
| BRC | BRADY CORP CL A | $22.55万 | 0.00% | 2,463 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $22.16万 | 0.00% | 1,011 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE, | $21.80万 | 0.00% | 872 | -13 | -1.5% | -$3,250 | 重新持有 |
| BP | BP PLC SPONS ADR | $21.60万 | 0.00% | 5,845 | -322 | -5.2% | -$1.19万 | 减仓 |
| PBH | PRESTIGE BRANDS HLDGS INC COM | $21.40万 | 0.00% | 4,527 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $21.06万 | 0.00% | 848 | 848 | — | $21.06万 | 新建仓 |
| — | DIMENSIONAL U.S. TARGETED VALU | $20.97万 | 0.00% | 3,000 | 3,000 | — | $20.97万 | 新建仓 |
| — | SECURITY NATIONAL CORPORATION | $20.95万 | 0.00% | 1,007 | 1,007 | — | $20.95万 | 新建仓 |
| FDT | FIRST TRUST DEVELP MKT EX. US | $20.74万 | 0.00% | 2,191 | 2,191 | — | $20.74万 | 新建仓 |
| DOV | DOVER CORP | $20.23万 | 0.00% | 902 | 902 | — | $20.23万 | 新建仓 |
| AR | ANTERO RES CORP COM | $20.15万 | 0.00% | 5,733 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $20.14万 | 0.00% | 1,826 | 1,826 | — | $20.14万 | 新建仓 |
| RKT | ROCKET COS INC CL A | $16.03万 | 0.00% | 10,176 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER, INC. | $0 | 0.00% | 0 | -6,835 | -100.0% | -$48.57万 | 清仓 |
| MKC | MCCORMICK & COMPANY, INC. | $0 | 0.00% | 0 | -8,990 | -100.0% | -$45.35万 | 清仓 |