FARMERS & MERCHANTS INVESTMENTS INC
LINCOLN NE · SEC CIK 0001259969
$36.24亿2026Q1 申报市值
1,760持仓数
36.8%前十大占比 · 第一大 7.0%
69 / 32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+$640.54万
IVV 加仓+$497.35万
CRM 加仓+$455.90万
BRK/B 加仓+$416.71万
MSFT 加仓+$385.94万
2026Q1 卖出最多 按季末市值估算
ALB 减仓-$175.65万
WMT 减仓-$144.41万
Amcor PLC 清仓-$133.54万
ATI 减仓-$107.47万
WCC 减仓-$85.53万
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 |
|---|---|---|---|---|---|---|---|---|
| WAL | Western Alliance Bancorp | $6,660 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| — | Arcosa Inc | $6,687 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| IDA | Idacorp Inc | $6,720 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ARW | Arrow Electronics Inc | $6,740 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| SEIC | SEI Investments Co | $6,748 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TTEK | Tetra Tech Inc | $6,777 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SFM | Sprouts Farmers Market Inc | $6,787 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VMI | Valmont Industries, Inc. | $6,793 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KNSL | Kinsale Capital Group Inc | $6,833 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AES | AES Corp | $6,876 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| ZION | Zions Bancorp NA | $6,914 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| HALO | Halozyme Therapeutics Inc | $6,915 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BBY | Best Buy Co Inc | $6,934 | 0.00% | 108 | 108 | — | $6,934 | 新建仓 |
| CRUS | Cirrus Logis Inc | $6,942 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IDCC | InterDigital Inc | $6,946 | 0.00% | 23 | 7 | 43.8% | $2,114 | 加仓 |
| R | Ryder System, Inc | $6,960 | 0.00% | 34 | -1 | -2.9% | -$205 | 减仓 |
| VDC | Vanguard Consumer Staples ETF | $6,962 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CTRE | CareTrust REIT Inc | $6,964 | 0.00% | 190 | 90 | 90.0% | $3,299 | 加仓 |
| WTS | Watts Water Technologies, Inc. | $6,967 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CHRD | Chord Energy Corp | $6,967 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| COLB | Columbia Banking System Inc | $6,995 | 0.00% | 255 | 25 | 10.9% | $686 | 加仓 |
| AYI | Acuity Inc. | $7,006 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SUNB | Sunbelt Rentals Holdings Inc | $7,030 | 0.00% | 108 | 108 | — | $7,030 | 新建仓 |
| SJM | The J. M. Smucker Company | $7,040 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| JHMM | John Hancock Multi-Factor Mid Cap ETF | $7,048 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| MANH | Manhattan Associates Inc | $7,055 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $7,059 | 0.00% | 310 | 10 | 3.3% | $228 | 加仓 |
| NNN | NNN REIT Inc | $7,061 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| UGI | UGI Corporation | $7,102 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| LFUS | Littlefuse Inc | $7,126 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ADC | Agree Realty Corp REIT | $7,161 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| TIP | iShares TIPS ETF | $7,173 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CUBE | CubeSmart | $7,220 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| PRI | Primerica Inc | $7,264 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CPT | Camden Property Trust | $7,325 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CR | Crane Co | $7,353 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CAH | Cardinal Health Inc | $7,396 | 0.00% | 35 | 35 | — | $7,396 | 新建仓 |
| MUSA | Murphy USA Inc | $7,410 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | Masimo Corp | $7,471 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| OLN | Olin Corp | $7,522 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| ARWR | Arrowhead Pharmaceuticals Inc | $7,524 | 0.00% | 120 | 40 | 50.0% | $2,508 | 加仓 |
| PNW | Pinnacle West Capital Corporation | $7,556 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CGNX | Cognex Corp | $7,593 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| GNRC | Generac Holdings, Inc. | $7,618 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| GME | Gamestop Corp CL A New | $7,718 | 0.00% | 335 | 15 | 4.7% | $346 | 加仓 |
| JKHY | Jack Henry & Associates, Inc. | $7,744 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| HAS | Hasbro Inc | $7,769 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| BRX | Brixmor Property Group Inc REIT | $7,776 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| AFG | American Financial Group | $7,790 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| CFR | Cullen/Frost Bankers Inc | $7,814 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TTC | Toro Co Common | $7,849 | 0.00% | 84 | -4 | -4.5% | -$374 | 减仓 |
| USMV | iShares MSCI USA Minimum Volatility ETF | $7,883 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MOG/A | Moog Inc - Cl A | $7,901 | 0.00% | 27 | 9 | 50.0% | $2,634 | 加仓 |
| WEN | The Wendy's Co | $7,902 | 0.00% | 1,137 | 0 | 0.0% | — | 不变 |
| CNM | Core & Main Inc | $7,904 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| OSK | Oshkosh Truck Corp | $7,949 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ORI | Old Republic International Corporation | $7,980 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SPXC | SPX Technologies Inc | $7,998 | 0.00% | 40 | -10 | -20.0% | -$2,000 | 减仓 |
| OC | Owens Corning Inc | $8,008 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| AMH | American Homes 4 Rent | $8,013 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SSB | Southstate Bank Corporation | $8,049 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| — | Chart Industries Inc | $8,063 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SAIA | Saia Inc | $8,079 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GMED | Globus Med Inc | $8,185 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| WTFC | Wintrust Financial Corp | $8,197 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| WMS | Advanced Drainage Systems Inc | $8,228 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ALGN | Align Technology, Inc. | $8,229 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CNH | CNH Industrial NV | $8,250 | 0.00% | 750 | 30 | 4.2% | $330 | 加仓 |
| RMBS | Rambus Inc. | $8,345 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| FLS | Flowserve Corp | $8,380 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| DOCU | DocuSign, Inc | $8,392 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| REG | Regency Centers Corp | $8,398 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| DECK | Deckers Outdoor Corp | $8,408 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DY | Dycom Industries Inc. | $8,471 | 0.00% | 25 | -8 | -24.2% | -$2,711 | 减仓 |
| GL | Globe Life | $8,489 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GEN | Gen Digital Inc | $8,492 | 0.00% | 451 | 57 | 14.5% | $1,073 | 加仓 |
| EG | Everest Group Ltd | $8,498 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| EHC | Encompass Health Corp | $8,512 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DAR | Darling International Inc | $8,535 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| DINO | HF Sinclair Corp | $8,547 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| IT | Gartner, Inc. | $8,550 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| DCI | Donaldson Co Inc | $8,572 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| OGE | OGE Energy Corp | $8,585 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| HUM | Humana Inc | $8,670 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| TKO | TKO Group Holdings Inc | $8,671 | 0.00% | 43 | -1 | -2.3% | -$202 | 减仓 |
| EGP | EastGroup Properties, Inc | $8,699 | 0.00% | 47 | 2 | 4.4% | $370 | 加仓 |
| NTNX | Nutanix Inc | $8,742 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| AIT | Applied Industrial Technologies, Inc. | $8,756 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | TopBuild Corp - W/I | $8,783 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc | $8,818 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| VAW | Vanguard Materials ETF | $9,014 | 0.00% | 40 | -7 | -14.9% | -$1,577 | 减仓 |
| NDSN | Nordson Corp | $9,046 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PINS | Pinterest Inc | $9,078 | 0.00% | 495 | -55 | -10.0% | -$1,009 | 减仓 |
| ROL | Rollins, Inc. | $9,080 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ROIV | Roivant Sciences Ltd | $9,141 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $9,152 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ALLE | Allegion Public Limited Company | $9,153 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| PNR | Pentair PLC | $9,234 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| EQH | Equitable Holdings Inc | $9,278 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BMRN | BioMarin Pharmaceutical Inc | $9,321 | 0.00% | 165 | 0 | 0.0% | — | 不变 |