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 |
|---|---|---|---|---|---|---|---|---|
| PLMR | Palomar Holdings Inc | $1,793 | 0.00% | 15 | -1 | -6.2% | -$120 | 减仓 |
| CPRI | Capri Holdings Ltd | $1,797 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| BFH | Alliance Data Systems Corp | $1,797 | 0.00% | 24 | -5 | -17.2% | -$374 | 减仓 |
| ACHC | Acadia Healthcare Co Inc | $1,801 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| MDU | MDU Resources Group, Inc. | $1,803 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| OPLN | Openlane Inc | $1,807 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | Supernus Pharmaceuticals Inc | $1,809 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PJT | PJT Partners Inc | $1,816 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BRBR | BellRing Brands Inc | $1,818 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| RH | RH | $1,818 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BCC | Boise Cascade Co | $1,820 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PAYC | Paycom Software Inc | $1,823 | 0.00% | 15 | -16 | -51.6% | -$1,945 | 减仓 |
| MHO | M/I Schottenstein Homes Inc | $1,837 | 0.00% | 15 | -2 | -11.8% | -$245 | 减仓 |
| HWKN | Hawkins Inc | $1,843 | 0.00% | 12 | -2 | -14.3% | -$307 | 减仓 |
| VSEC | VSE Corp | $1,844 | 0.00% | 10 | 10 | — | $1,844 | 新建仓 |
| LCII | LCI Industries | $1,845 | 0.00% | 15 | -2 | -11.8% | -$246 | 减仓 |
| AAP | Advance Auto Parts Inc. | $1,846 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ITGR | Integer Holdings Corp | $1,848 | 0.00% | 21 | -4 | -16.0% | -$352 | 减仓 |
| MIR | Mirion Technologies Inc | $1,859 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ACLS | Axcelis Technologies Inc | $1,862 | 0.00% | 20 | -3 | -13.0% | -$279 | 减仓 |
| GNW | Genworth Financial Inc. | $1,868 | 0.00% | 230 | -10 | -4.2% | -$81 | 减仓 |
| LBRT | Liberty Energy Inc | $1,872 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FBP | First BanCorp | $1,880 | 0.00% | 88 | -7 | -7.4% | -$150 | 减仓 |
| MTRN | Materion Corp | $1,880 | 0.00% | 13 | -2 | -13.3% | -$289 | 减仓 |
| BOX | Box Inc | $1,891 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SHC | Sotera Health Co | $1,893 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| WHD | Cactus Inc-A | $1,895 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| BKU | BankUnited Inc | $1,897 | 0.00% | 42 | -4 | -8.7% | -$181 | 减仓 |
| ENVA | Enova International Inc | $1,902 | 0.00% | 14 | -2 | -12.5% | -$272 | 减仓 |
| CENX | Century Aluminum Company | $1,937 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AMTM | Amentum Holdings Inc | $1,956 | 0.00% | 75 | -60 | -44.4% | -$1,565 | 减仓 |
| RDNT | Radnet Inc | $1,956 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AGO | Assured Guaranty LTD | $1,956 | 0.00% | 24 | -2 | -7.7% | -$163 | 减仓 |
| BGC | BGC Group Inc | $1,956 | 0.00% | 200 | -35 | -14.9% | -$342 | 减仓 |
| URBN | Urban Outfitters, Inc | $1,964 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| AVA | Avista Corporation | $1,967 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| CHH | Choice Hotels International Inc | $1,967 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KLIC | Kulicke & Soffa Industries | $1,972 | 0.00% | 30 | -8 | -21.1% | -$526 | 减仓 |
| TMDX | TransMedics Group Inc | $1,988 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PARR | Par Pacific Holdings Inc | $2,004 | 0.00% | 32 | -3 | -8.6% | -$188 | 减仓 |
| BXMT | Blackstone Mortgage Trust | $2,011 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | Apellis Pharmaceuticals Inc | $2,012 | 0.00% | 50 | 50 | — | $2,012 | 新建仓 |
| FELE | Franklin Electric Co Inc | $2,028 | 0.00% | 22 | -2 | -8.3% | -$184 | 减仓 |
| WSFS | WSFS Financial Corp | $2,029 | 0.00% | 31 | -4 | -11.4% | -$262 | 减仓 |
| INDB | Independent Bank Corp | $2,031 | 0.00% | 27 | -3 | -10.0% | -$226 | 减仓 |
| BRC | Brady Corp | $2,031 | 0.00% | 25 | -2 | -7.4% | -$162 | 减仓 |
| SIG | Signet Jewelers Ltd | $2,031 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SFBS | ServisFirst Bancshares Inc | $2,039 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CAR | Avis Budget Group Inc | $2,042 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KAI | Kadant Inc | $2,046 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PK | Park Hotels & Resorts Inc | $2,053 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| KFY | Korn/Ferry International | $2,077 | 0.00% | 33 | -5 | -13.2% | -$315 | 减仓 |
| KTB | Kontoor Brands Inc | $2,109 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UCB | United Community Banks, Inc | $2,110 | 0.00% | 67 | -7 | -9.5% | -$220 | 减仓 |
| SKYW | SkyWest Inc | $2,112 | 0.00% | 23 | -2 | -8.0% | -$184 | 减仓 |
| DIOD | Diodes Inc | $2,116 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HOG | Harley Davidson Inc | $2,123 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SHAK | Shake Shack Inc | $2,123 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AZZ | AZZ Incorporated | $2,127 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CALM | Cal-Maine Foods, Inc. | $2,137 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CWST | Casella Waste Systems Inc | $2,142 | 0.00% | 27 | 17 | 170.0% | $1,349 | 加仓 |
| — | National Storage Affiliates Trust REIT | $2,151 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| HGV | Hilton Grand Vacations Inc | $2,152 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| CC | The Chemours Co | $2,159 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| MRCY | Mercury Systems Inc | $2,187 | 0.00% | 30 | -2 | -6.2% | -$146 | 减仓 |
| SMG | Scotts Miracle-Gro Co | $2,189 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| MWA | Mueller Water Products, Inc. | $2,199 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SKT | Tanger Inc | $2,209 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| FDVV | Fidelity High Dividend ETF | $2,210 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CORT | Corcept Therapeutics Inc | $2,217 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| FUL | HB Fuller Co | $2,220 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ASH | Ashland Inc | $2,224 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SKY | Champion Homes Inc | $2,231 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EEFT | Euronet Worldwide Inc | $2,257 | 0.00% | 34 | -2 | -5.6% | -$133 | 减仓 |
| ASO | Academy Sports & Outdoors Inc | $2,258 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| PSMT | PriceSmart Inc | $2,258 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake Inc | $2,262 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| UNF | UniFirst Corp | $2,264 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PTEN | Patterson-UTI Energy, Inc. | $2,274 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| VC | Visteon Corp | $2,278 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| LRN | Stride Inc | $2,292 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| OII | Oceaneering International Inc. | $2,306 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SYNA | Synaptics Inc | $2,311 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GPI | Group 1 Automotive Inc | $2,314 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FTDR | Frontdoor Inc | $2,326 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| PATK | Patrick Industries Inc | $2,332 | 0.00% | 21 | -1 | -4.5% | -$111 | 减仓 |
| — | Tri Pointe Homes Inc | $2,337 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BTI | British American Tobacco Plc ADR | $2,339 | 0.00% | 40 | 40 | — | $2,339 | 新建仓 |
| HP | Helmerich & Payne Inc | $2,342 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BTSG | BrightSpring Health Services Inc | $2,344 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ABG | Asbury Automotive Group Inc | $2,345 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HAE | Haemonetics Corporation | $2,367 | 0.00% | 42 | -3 | -6.7% | -$169 | 减仓 |
| XRAY | Dentsply Sirona Inc | $2,378 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| HASI | HA Sustainable Infrastructure Capital Inc REIT | $2,389 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| OSIS | OSI Systems, Inc. | $2,390 | 0.00% | 9 | -1 | -10.0% | -$266 | 减仓 |
| PAG | Penske Automotive Group Inc | $2,392 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LGND | Ligand Pharmaceuticals Inc | $2,396 | 0.00% | 12 | -1 | -7.7% | -$200 | 减仓 |
| IPGP | IPG Photonics Corp | $2,406 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FLHY | Franklin High Yield Corporate ETF | $2,414 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITRI | Itron Inc | $2,420 | 0.00% | 27 | 0 | 0.0% | — | 不变 |