FARMERS & MERCHANTS INVESTMENTS INC
LINCOLN NE · SEC CIK 0001259969
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CPRI | Capri Holdings Ltd | $1,894 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| PLMR | Palomar Holdings Inc | $1,896 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ACAD | Acadia Pharmaceuticals Inc | $1,898 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CNK | Cinemark Holdings, Inc. | $1,904 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ALHC | Alignment Healthcare Inc | $1,905 | 0.00% | 80 | 80 | — | $1,905 | 新建仓 |
| BFAM | Bright Horizons Family Solutions Inc | $1,914 | 0.00% | 27 | 27 | — | $1,914 | 新建仓 |
| AGO | Assured Guaranty LTD | $1,924 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PTEN | Patterson-UTI Energy, Inc. | $1,928 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| FIBK | First Interstate BancSystem Inc | $1,928 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MKTX | MarketAxess Holdings Inc | $1,929 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CXT | Crane NXT Co | $1,944 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CXW | CoreCivic Inc | $1,944 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CBU | Community Financial System, Inc | $1,946 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| WDFC | WD-40 Company | $1,949 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KALU | Kaiser Aluminum Corp | $1,956 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SM | SM Energy Co | $1,958 | 0.00% | 75 | -30 | -28.6% | -$783 | 减仓 |
| ITGR | Integer Holdings Corp | $1,962 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PJT | PJT Partners Inc | $1,962 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OSIS | OSI Systems, Inc. | $1,968 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KN | Knowles Corp | $1,991 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| LQDA | Liquidia Corp | $1,993 | 0.00% | 25 | 25 | — | $1,993 | 新建仓 |
| DRAM | Roundhill Memory ETF | $1,994 | 0.00% | 27 | 27 | — | $1,994 | 新建仓 |
| TDW | Tidewater Inc | $1,999 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AVA | Avista Corporation | $2,005 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PI | Impinj Inc | $2,005 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ARCB | ArcBest Corp | $2,010 | 0.00% | 14 | -2 | -12.5% | -$287 | 减仓 |
| POWI | Power Integrations Inc | $2,010 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ABG | Asbury Automotive Group Inc | $2,011 | 0.00% | 10 | -2 | -16.7% | -$402 | 减仓 |
| APLE | Apple Hospitality REIT Inc | $2,017 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BKU | BankUnited Inc | $2,035 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| GPI | Group 1 Automotive Inc | $2,038 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ATMU | Atmus Filtration Technologies Inc | $2,040 | 0.00% | 40 | 40 | — | $2,040 | 新建仓 |
| DAN | Dana Holding Corp | $2,041 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LTH | Life Time Group Holdings Inc | $2,042 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CATY | Cathay General Bancorp | $2,046 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GFF | Griffon Corp | $2,048 | 0.00% | 21 | -2 | -8.7% | -$195 | 减仓 |
| WHD | Cactus Inc-A | $2,049 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FHB | First Hawaiian Inc | $2,051 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SUPN | Indivior Pharmaceuticals Inc | $2,052 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PENG | Penguin Solutions Inc | $2,052 | 0.00% | 27 | -5 | -15.6% | -$380 | 减仓 |
| MZTI | The Marzetti Company | $2,055 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SCZ | iShares MAXI EAFE Small-Cap | $2,057 | 0.00% | 25 | -31 | -55.4% | -$2,551 | 减仓 |
| MWA | Mueller Water Products, Inc. | $2,066 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SIG | Signet Jewelers Ltd | $2,069 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CAR | Avis Budget Group Inc | $2,070 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BHE | Benchmark Electronics, Inc. | $2,072 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CHH | Choice Hotels International Inc | $2,095 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FUL | HB Fuller Co | $2,098 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | Catalyst Pharmaceuticals Inc | $2,106 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CHEF | The Chefs' Warehouse, Inc | $2,114 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BOX | Box Inc | $2,123 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HP | Helmerich & Payne Inc | $2,128 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BGC | BGC Group Inc | $2,138 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ADEA | Adeia Inc | $2,140 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RH | RH | $2,141 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RDNT | Radnet Inc | $2,158 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CALM | Cal-Maine Foods, Inc. | $2,175 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| GNW | Genworth Financial Inc. | $2,178 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| AAP | Advance Auto Parts Inc. | $2,178 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| LAUR | Laureate Education Inc | $2,179 | 0.00% | 60 | 35 | 140.0% | $1,271 | 加仓 |
| DORM | Dorman Products Inc | $2,183 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CLSK | Cleanspark Inc | $2,183 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| WLK | Westlake Corp | $2,190 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HCC | Warrior Met Coal Inc | $2,191 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NSIT | Insight Enterprises | $2,192 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KFY | Korn/Ferry International | $2,197 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| URBN | Urban Outfitters, Inc | $2,197 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RXO | RXO Inc | $2,207 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TDS | Telephone and Data Systems Inc | $2,221 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CWEN | Clearway Energy Inc | $2,222 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SLG | SL Green Realty Corp REIT | $2,226 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CAKE | The Cheesecake Factory | $2,227 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LRN | Stride Inc | $2,242 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ICHR | Ichor Holdings Ltd | $2,246 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FELE | Franklin Electric Co Inc | $2,251 | 0.00% | 21 | -1 | -4.5% | -$107 | 减仓 |
| INDB | Independent Bank Corp | $2,260 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| KD | Kyndryl Holdings Inc | $2,262 | 0.00% | 200 | -13 | -6.1% | -$147 | 减仓 |
| VCTR | Victory Capital Holdings Inc | $2,270 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CRC | California Resources Corp | $2,273 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SKYW | SkyWest Inc | $2,285 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VSEC | VSE Corp | $2,285 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BRC | Brady Corp | $2,289 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FBP | First BanCorp | $2,294 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| CC | The Chemours Co | $2,298 | 0.00% | 112 | 14 | 14.3% | $287 | 加仓 |
| WSC | WillScot Mobile Mini Holdings Corp | $2,309 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ITRI | Itron Inc | $2,336 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PEGA | Pegasystems Inc | $2,338 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SHC | Sotera Health Co | $2,343 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| DOCS | Doximity Inc | $2,344 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| VCYT | Veracyte Inc | $2,349 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| UCB | United Community Banks, Inc | $2,351 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| MMSI | Merit Medical Systems Inc | $2,358 | 0.00% | 34 | -3 | -8.1% | -$208 | 减仓 |
| PSN | Parsons Corp | $2,358 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BMI | Badger Meter Inc | $2,374 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS Financial Corp | $2,379 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| UNF | UniFirst Corp | $2,380 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NB | NioCorp Developments Ltd | $2,410 | 0.00% | 500 | 400 | 400.0% | $1,928 | 加仓 |
| FDVV | Fidelity High Dividend ETF | $2,412 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MHO | M/I Schottenstein Homes Inc | $2,412 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NE | Noble Corp PLC | $2,425 | 0.00% | 65 | 0 | 0.0% | — | 不变 |