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 |
|---|---|---|---|---|---|---|---|---|
| CVSA | Covista Inc | $2,420 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CVCO | Cavco Industries Inc | $2,421 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| WHR | Whirlpool Corporation | $2,426 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BMI | Badger Meter Inc | $2,438 | 0.00% | 16 | -2 | -11.1% | -$305 | 减仓 |
| PSN | Parsons Corp | $2,438 | 0.00% | 45 | 5 | 12.5% | $271 | 加仓 |
| RUSHA | Rush Enterprises Inc | $2,446 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FOUR | Shift4 Payments Inc | $2,449 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MC | Moelis & Co | $2,451 | 0.00% | 43 | -2 | -4.4% | -$114 | 减仓 |
| MAC | The Macerich Co | $2,457 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OTTR | Otter Tail Corporation | $2,458 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACIW | ACI Worldwide, Inc. | $2,461 | 0.00% | 60 | -5 | -7.7% | -$205 | 减仓 |
| BTU | Peabody Energy Corp | $2,471 | 0.00% | 75 | -5 | -6.2% | -$165 | 减仓 |
| ECG | Everus Construction Group Inc | $2,479 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MZTI | The Marzetti Company | $2,490 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TDW | Tidewater Inc | $2,507 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HCC | Warrior Met Coal Inc | $2,515 | 0.00% | 27 | -4 | -12.9% | -$373 | 减仓 |
| OUT | Outfront Media Inc REIT | $2,518 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AIR | AAR Corp | $2,518 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JAAA | Janus Henderson AAA CLO ETF | $2,519 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DAN | Dana Holding Corp | $2,524 | 0.00% | 75 | -5 | -6.2% | -$168 | 减仓 |
| TDS | Telephone and Data Systems Inc | $2,526 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MTH | Meritage Homes Corp | $2,535 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MMSI | Merit Medical Systems Inc | $2,550 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CWEN | Clearway Energy Inc | $2,554 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DOCN | DigitalOcean Holdings Inc | $2,573 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| GPK | Graphic Packaging Holding Co | $2,584 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| CSW | CSW Industrials Inc | $2,606 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOCS | Doximity Inc | $2,633 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| YETI | Yeti Holdings Inc | $2,634 | 0.00% | 72 | -3 | -4.0% | -$110 | 减仓 |
| BOOT | Boot Barn Holdings Inc | $2,634 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| QLYS | Qualys, Inc | $2,636 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CPNG | Coupang Inc | $2,643 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| RDN | Radian Group, Inc. Ordinary Shares | $2,646 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PECO | Phillips Edison & Company Inc | $2,657 | 0.00% | 71 | -356 | -83.4% | -$1.33万 | 减仓 |
| TGTX | TG Therapeutics Inc | $2,658 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| YOU | Clear Secure Inc | $2,663 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| KRC | Kilroy Realty Corp | $2,680 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| ALGM | Allegro MicroSystems Inc | $2,680 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BILL | BILL Holdings Inc | $2,681 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AUB | Atlantic Union Bankshares Corp | $2,681 | 0.00% | 75 | 5 | 7.1% | $179 | 加仓 |
| REZI | Resideo Technologies, Inc | $2,697 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AVNT | Avient Corp | $2,723 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PTCT | PTC Therapeutics Inc | $2,725 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ABCB | Ameris Bancorp | $2,730 | 0.00% | 35 | -3 | -7.9% | -$234 | 减仓 |
| VSAT | Viasat Inc | $2,748 | 0.00% | 60 | 10 | 20.0% | $458 | 加仓 |
| RHP | Ryman Hospitality Properties | $2,768 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KD | Kyndryl Holdings Inc | $2,795 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| MKTX | MarketAxess Holdings Inc | $2,805 | 0.00% | 17 | 2 | 13.3% | $330 | 加仓 |
| MYRG | MYR Group Inc | $2,823 | 0.00% | 10 | -1 | -9.1% | -$282 | 减仓 |
| EXPO | Exponent Inc | $2,871 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SLGN | Silgan Holdings Inc | $2,871 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| MATX | Matson Inc | $2,951 | 0.00% | 18 | -2 | -10.0% | -$328 | 减仓 |
| FLG | Flagstar Bank, N.A. | $2,976 | 0.00% | 226 | 0 | 0.0% | — | 不变 |
| CRC | California Resources Corp | $2,976 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| NPO | Enpro Inc | $3,008 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IRT | Independence Realty Trust Inc REIT | $3,023 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| IBOC | International Bancshares Corp | $3,028 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RYAN | Ryan Specialty Holdings Inc | $3,037 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PLXS | Plexus Corp | $3,038 | 0.00% | 15 | -3 | -16.7% | -$608 | 减仓 |
| CPB | Campbell Soup Company | $3,051 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| DLB | Dolby Laboratories Inc Cl A | $3,063 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| WMG | Warner Music Group Corp | $3,065 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PVH | PVH Corp | $3,069 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SGML | Sigma Lithium Corp | $3,085 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SARO | StandardAero Inc | $3,100 | 0.00% | 120 | 120 | — | $3,100 | 新建仓 |
| IUSG | IShares Core S&P US Growth ETF | $3,102 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $3,105 | 0.00% | 60 | -1 | -1.6% | -$52 | 减仓 |
| CDP | COPT Defense Properties | $3,121 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CFFN | Capitol Federal Financial Inc | $3,123 | 0.00% | 438 | -10 | -2.2% | -$71 | 减仓 |
| ELF | e.l.f. Beauty, Inc. | $3,152 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| APPF | Appfolio Inc | $3,156 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| MGY | Magnolia Oil & Gas Corp | $3,157 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | Gates Industrial Corp PLC | $3,165 | 0.00% | 140 | 20 | 16.7% | $452 | 加仓 |
| GHC | Graham Holdings Co. Ordinary Shares - Class B | $3,172 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CUZ | Cousins Properties Inc | $3,182 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| NE | Noble Corp PLC | $3,190 | 0.00% | 65 | 10 | 18.2% | $491 | 加仓 |
| CVLT | CommVault Systems Inc | $3,193 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MSGK | Madison Square Garden Company (New) | $3,214 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EPRT | Essential Properties Realty Trust Inc REIT | $3,218 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| BHF | Brighthouse Financial Inc | $3,234 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CBT | Cabot Corp | $3,238 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FFIN | First Financial Bankshares Inc | $3,240 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| TREX | Trex Company Inc | $3,241 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| LIVN | LivaNova PLC | $3,242 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| POWL | Powell Industries Inc | $3,246 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BRKR | Bruker Corp | $3,251 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DUOL | Duolingo Inc | $3,253 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| AGX | Argan Inc | $3,268 | 0.00% | 6 | 6 | — | $3,268 | 新建仓 |
| MMS | Maximus Inc | $3,269 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| SM | SM Energy Co | $3,274 | 0.00% | 105 | 30 | 40.0% | $935 | 加仓 |
| PEGA | Pegasystems Inc | $3,320 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| KMX | Carmax Inc | $3,326 | 0.00% | 80 | -29 | -26.6% | -$1,206 | 减仓 |
| GVA | Granite Construction Incorporated | $3,357 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | Sealed Air | $3,364 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LNC | Lincoln Natl Corp | $3,373 | 0.00% | 95 | -5 | -5.0% | -$178 | 减仓 |
| BCPC | Balchem Corp | $3,390 | 0.00% | 20 | -2 | -9.1% | -$339 | 减仓 |
| EPR | EPR Properties REIT | $3,447 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| IBP | Installed Building Products Inc | $3,447 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JBTM | John Bean Technologies Corp | $3,452 | 0.00% | 27 | 2 | 8.0% | $256 | 加仓 |
| CNR | Core Natural Resources Inc | $3,456 | 0.00% | 33 | 0 | 0.0% | — | 不变 |