13F 机构持仓

FARMERS & MERCHANTS INVESTMENTS INC

LINCOLN NE · SEC CIK 0001259969

2026Q22026Q1 更早 9 个季度 🔒
$41.27亿2026Q2 申报市值
1,760持仓数
37.2%前十大占比 · 第一大 7.1%
60 / 60新建仓 / 清仓
申报市值走势$41.27亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 7.1%
VEA 6.5%
IJR 4.0%
NNI 3.8%
IJH 3.6%
AAPL 3.1%
AMD 2.7%
MSFT 2.6%
VWO 1.9%
AVGO 1.9%

2026Q2 买入最多 按季末市值估算

VEA 加仓+$757.49万
CPAY 加仓+$733.73万
NRC 加仓+$712.99万
HONA 新建仓+$545.33万
SFM 加仓+$417.31万

2026Q2 卖出最多 按季末市值估算

IJR 减仓-$1,438.47万
VWO 减仓-$597.86万
HON 减仓-$560.39万
PYPL 减仓-$323.12万
AVGO 减仓-$290.98万

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
JAVA JPMorgan Active Value ETF $1.90万0.00%239 00.0% — 不变
EIX Edison Intl Common $1.90万0.00%255 00.0% — 不变
BP BP PLC - Spons ADR $1.90万0.00%515 -149-22.4% -$5,505 减仓
SNDA Sonida Senior Living Inc $1.91万0.00%452 452— $1.91万 新建仓
DBEF Xtrackers MSCI EAFE Hedged Equity ETF $1.93万0.00%353 00.0% — 不变
RGTI Rigetti Computing Inc $1.93万0.00%1,000 00.0% — 不变
LSCC Lattice Seminconductor Corp $1.94万0.00%127 00.0% — 不变
USFD US Foods Holding Corp $1.94万0.00%190 -5-2.6% -$511 减仓
HNI HNI Corp $1.95万0.00%482 00.0% — 不变
LUV Southwest Airlines Co. $1.95万0.00%380 -10-2.6% -$514 减仓
CNP Centerpoint Energy Inc $1.96万0.00%445 00.0% — 不变
OKTA Okta Inc $1.96万0.00%144 00.0% — 不变
HUM Humana Inc $1.99万0.00%50 00.0% — 不变
GDX VanEck Gold Miners ETF $2.01万0.00%267 00.0% — 不变
BOND PIMCO Total Return ETF $2.03万0.00%220 00.0% — 不变
FICO Fair Isaac Corp common $2.03万0.00%17 -5-22.7% -$5,974 减仓
NVR NVR Inc $2.04万0.00%3 00.0% — 不变
MTSI MACOM Technology Solutions Holdings Inc $2.05万0.00%54 23.8% $761 加仓
SPYV State Street SPDR Portfolio S&P 500 Value ETF $2.07万0.00%340 00.0% — 不变
TDY Teledyne Technologies Inc. $2.07万0.00%31 00.0% — 不变
SIRI Sirius XM Holdings Inc $2.07万0.00%700 11018.6% $3,249 加仓
DFIS Dimensional International Small Cap ETF $2.07万0.00%591 00.0% — 不变
UTHR United Therapeutics Corp $2.11万0.00%39 00.0% — 不变
WST West Pharmaceutical Services Inc $2.12万0.00%59 00.0% — 不变
EXPE Expedia Group Inc. $2.12万0.00%83 00.0% — 不变
P Everpure Inc - Class A $2.13万0.00%270 00.0% — 不变
FXH First Trust Health Care AlphaDex ETF $2.14万0.00%175 00.0% — 不变
FANG Diamondback Energy Inc. $2.14万0.00%122 00.0% — 不变
CFG Citizens Financial Group $2.17万0.00%310 -5-1.6% -$350 减仓
EDIV State Street SPDR S&P Emerging Markets Dividend ETF $2.19万0.00%534 316.2% $1,270 加仓
MTZ MasTec, Inc. $2.21万0.00%53 -1-1.9% -$416 减仓
WWD Woodward, Inc. $2.21万0.00%52 00.0% — 不变
AEE Ameren Corp Common $2.25万0.00%199 1910.6% $2,148 加仓
NTR Nutrien Ltd $2.27万0.00%360 00.0% — 不变
CCI Crown Castle Inc $2.27万0.00%300 00.0% — 不变
FTI TechnipFMC PLC $2.29万0.00%345 -10-2.8% -$663 减仓
MOO VanEck Agribusiness ETF $2.29万0.00%289 00.0% — 不变
NTAP NetApp Inc. $2.29万0.00%148 00.0% — 不变
PCG PG&E Corp $2.30万0.00%1,370 403.0% $673 加仓
KDP Keurig Dr Pepper Inc $2.32万0.00%708 00.0% — 不变
EME EMCOR Group Inc $2.32万0.00%28 13.7% $830 加仓
FFIV F5 Inc. $2.33万0.00%56 00.0% — 不变
IQV IQVIA Holdings Inc $2.34万0.00%121 00.0% — 不变
USIG iShares Broad USD Investment Grade Corporate Bond Fund $2.34万0.00%456 00.0% — 不变
XYZ Block Inc $2.36万0.00%310 00.0% — 不变
ESGD iShares Trust iShares ESG Aware MSCI EAFE ETF $2.39万0.00%232 00.0% — 不变
TPR Tapestry Inc $2.39万0.00%163 -2-1.2% -$293 减仓
ENTG Entegris Inc $2.39万0.00%133 53.9% $899 加仓
PWV Invesco Dynamic Large Cap Value $2.42万0.00%320 00.0% — 不变
CW Curtiss-Wright Corp $2.42万0.00%32 -2-5.9% -$1,516 减仓
RPG Invesco S&P 500 Pure Growth ETF $2.43万0.00%380 00.0% — 不变
NVT NVENT Electric PLC $2.46万0.00%145 -3-2.0% -$509 减仓
MLM Martin Marietta Materials $2.48万0.00%43 00.0% — 不变
WRB Berkley (W.R.) Corporation $2.48万0.00%352 00.0% — 不变
ELDN Eledon Pharmaceuticals Inc $2.49万0.00%6,321 6,321— $2.49万 新建仓
NDAQ NASDAQ, Inc. $2.49万0.00%316 00.0% — 不变
AXON Axon Enterprise Inc $2.52万0.00%45 00.0% — 不变
ZBRA Zebra Technologies Corp $2.55万0.00%97 00.0% — 不变
FXL First Trust Technology AlphaDex ETF $2.56万0.00%118 00.0% — 不变
A Agilent Technologies Inc. $2.59万0.00%195 00.0% — 不变
VMC Vulcan Materials $2.60万0.00%88 00.0% — 不变
NRG NRG Energy Inc $2.60万0.00%178 00.0% — 不变
IRM Iron Mountain Inc $2.60万0.00%206 00.0% — 不变
COWZ Pacer US Cash Cows 100 ETF $2.61万0.00%420 359.1% $2,177 加仓
HSY The Hershey Company $2.61万0.00%149 -1-0.7% -$175 减仓
FTCS First Trust Capital Strength ETF $2.62万0.00%279 00.0% — 不变
MKSI MKS Inc $2.62万0.00%59 00.0% — 不变
CVNA Carvana Co $2.63万0.00%400 00.0% — 不变
ARM ARM Holdings PLC ADR $2.66万0.00%75 -25-25.0% -$8,864 减仓
PPL PPL Corp $2.66万0.00%733 00.0% — 不变
J Jacobs Solutions Inc $2.68万0.00%213 -7-3.2% -$882 减仓
VTR Ventas Inc $2.71万0.00%305 00.0% — 不变
CRS Carpenter Technology Corp $2.71万0.00%44 12.3% $617 加仓
UAL United Airlines Holdings Inc $2.72万0.00%200 00.0% — 不变
ICF iShares Cohen & Steers REIT ETF $2.74万0.00%405 00.0% — 不变
ACGL Arch Capital Group Ltd $2.75万0.00%283 00.0% — 不变
HPQ HP Inc $2.75万0.00%1,255 00.0% — 不变
— Bitwise XRP ETF $2.77万0.00%2,374 00.0% — 不变
TWLO Twilio Inc - A $2.79万0.00%135 00.0% — 不变
CPK Chesapeake Utilities Corporation $2.79万0.00%228 00.0% — 不变
ODFL Old Dominion Freight Line $2.79万0.00%129 -25-16.2% -$5,415 减仓
SETM Sprott Critical Materials ETF $2.80万0.00%900 00.0% — 不变
XLP State Street Consumer Staples Select Sector SPDR ETF $2.81万0.00%338 -21-5.8% -$1,744 减仓
JBL Jabil Circuit, Inc. $2.81万0.00%73 -1-1.4% -$385 减仓
ON ON Semiconductor Corp. $2.84万0.00%300 -5-1.6% -$473 减仓
PEG Public Svc Enterprises Common $2.84万0.00%350 00.0% — 不变
MKC McCormick & Co Inc Non Vtg $2.85万0.00%566 -147-20.6% -$7,412 减仓
— Gabelli Utility Trust $2.86万0.00%4,344 00.0% — 不变
XMHQ Invesco S&P MidCap Quality ETF $2.88万0.00%255 255— $2.88万 新建仓
CBRE CBRE Group, Inc $2.90万0.00%215 00.0% — 不变
ADSK Autodesk, Inc. $2.90万0.00%149 00.0% — 不变
ELV Elevance Health Inc $2.90万0.00%75 00.0% — 不变
IWY iShares Russell Top 200 Growth ETF $2.91万0.00%100 00.0% — 不变
USHY iShares Broad USD High Yield Corporate Bond ETF $2.96万0.00%800 00.0% — 不变
DTE DTE Energy Co $2.97万0.00%195 00.0% — 不变
TTWO Take-Two Interactive Software, Inc. $3.00万0.00%120 -75-38.5% -$1.87万 减仓
IDXX IDEXX Laboratories, Inc. $3.00万0.00%57 00.0% — 不变
WTW Willis Towers Watson PLC $3.01万0.00%115 -1-0.9% -$261 减仓
HBAN Huntington Bancshares Incorporated $3.04万0.00%1,715 -390-18.5% -$6,915 减仓
HAL Halliburton Co $3.06万0.00%901 00.0% — 不变