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
SFBS ServisFirst Bancshares Inc $2,4290.00%28 00.0% — 不变
CPNG Coupang Inc $2,4320.00%140 00.0% — 不变
SMG Scotts Miracle-Gro Co $2,4520.00%36 00.0% — 不变
CVCO Cavco Industries Inc $2,4580.00%4 -1-20.0% -$614 减仓
IPGP IPG Photonics Corp $2,4640.00%21 00.0% — 不变
SXT Sensient Technologies Corp $2,4660.00%20 00.0% — 不变
EXPO Exponent Inc $2,4680.00%42 -2-4.5% -$118 减仓
IRDM Iridium Communications Inc $2,4680.00%45 00.0% — 不变
DXC DXC Technology Co $2,4690.00%279 00.0% — 不变
BTI British American Tobacco Plc ADR $2,4700.00%40 00.0% — 不变
PRIM Primoris Service Corp $2,4780.00%25 00.0% — 不变
VC Visteon Corp $2,4800.00%25 00.0% — 不变
GEO GEO Group Inc $2,4820.00%84 00.0% — 不变
REZI Resideo Technologies, Inc $2,4880.00%80 00.0% — 不变
EEFT Euronet Worldwide Inc $2,4880.00%34 00.0% — 不变
PK Park Hotels & Resorts Inc $2,4940.00%175 -20-10.3% -$285 减仓
KTB Kontoor Brands Inc $2,5000.00%30 00.0% — 不变
SXI Standex International Corp $2,5040.00%7 00.0% — 不变
CSW CSW Industrials Inc $2,5050.00%9 -1-10.0% -$278 减仓
COHU Cohu Inc $2,5130.00%34 00.0% — 不变
OTTR Otter Tail Corporation $2,5190.00%28 00.0% — 不变
MMS Maximus Inc $2,5270.00%47 -4-7.8% -$215 减仓
BILL BILL Holdings Inc $2,5310.00%70 00.0% — 不变
— National Storage Affiliates Trust REIT $2,5350.00%57 00.0% — 不变
HASI HA Sustainable Infrastructure Capital Inc REIT $2,5380.00%65 00.0% — 不变
OPLN Openlane Inc $2,5570.00%62 00.0% — 不变
MGY Magnolia Oil & Gas Corp $2,5580.00%100 00.0% — 不变
SKT Tanger Inc $2,5660.00%65 00.0% — 不变
HOG Harley Davidson Inc $2,5680.00%105 00.0% — 不变
VSXY Victoria's Secret & Co $2,5880.00%31 00.0% — 不变
BFH Alliance Data Systems Corp $2,6000.00%24 00.0% — 不变
CVSA Covista Inc $2,6180.00%21 00.0% — 不变
CWST Casella Waste Systems Inc $2,6180.00%27 00.0% — 不变
BOOT Boot Barn Holdings Inc $2,6280.00%16 -2-11.1% -$328 减仓
OII Oceaneering International Inc. $2,6340.00%65 00.0% — 不变
ASH Ashland Inc $2,6360.00%40 00.0% — 不变
AZZ AZZ Incorporated $2,6360.00%17 00.0% — 不变
MARA MARA Holdings Inc $2,6390.00%190 00.0% — 不变
CNR Core Natural Resources Inc $2,6410.00%33 00.0% — 不变
SKY Champion Homes Inc $2,6440.00%30 00.0% — 不变
DLB Dolby Laboratories Inc Cl A $2,6820.00%51 00.0% — 不变
RUSHA Rush Enterprises Inc $2,7000.00%37 00.0% — 不变
FOUR Shift4 Payments Inc $2,7240.00%56 00.0% — 不变
VECO Veeco Instruments Inc. $2,7290.00%36 00.0% — 不变
GPK Graphic Packaging Holding Co $2,7480.00%260 00.0% — 不变
HLNE Hamilton Lane Inc $2,7590.00%35 00.0% — 不变
AVNT Avient Corp $2,7720.00%75 00.0% — 不变
MC Moelis & Co $2,8130.00%43 00.0% — 不变
PAG Penske Automotive Group Inc $2,8630.00%16 00.0% — 不变
HGV Hilton Grand Vacations Inc $2,8800.00%55 00.0% — 不变
VSH Vishay Intertechnology, Inc. Ordinary Shares $2,9040.00%54 00.0% — 不变
— Liberty Broadband Corp $2,9270.00%88 00.0% — 不变
PSMT PriceSmart Inc $2,9300.00%15 00.0% — 不变
PECO Phillips Edison & Company Inc $2,9550.00%71 00.0% — 不变
IBP Installed Building Products Inc $2,9880.00%13 00.0% — 不变
RDN Radian Group, Inc. Ordinary Shares $3,0140.00%80 00.0% — 不变
ACIW ACI Worldwide, Inc. $3,0170.00%60 00.0% — 不变
YOU Clear Secure Inc $3,0650.00%55 00.0% — 不变
EXTR Extreme Networks Inc $3,0750.00%95 00.0% — 不变
MATX Matson Inc $3,0760.00%16 -2-11.1% -$384 减仓
OUT Outfront Media Inc REIT $3,1120.00%95 00.0% — 不变
HAE Haemonetics Corporation $3,1500.00%42 00.0% — 不变
ABCB Ameris Bancorp $3,1590.00%35 00.0% — 不变
LKQ LKQ Corporation $3,1600.00%120 00.0% — 不变
SGML Sigma Lithium Corp $3,1630.00%250 00.0% — 不变
EPRT Essential Properties Realty Trust Inc REIT $3,1640.00%106 00.0% — 不变
ACMR ACM Research Inc $3,1720.00%25 00.0% — 不变
AUB Atlantic Union Bankshares Corp $3,1730.00%75 00.0% — 不变
POST Post Holdings Inc $3,1770.00%36 -6-14.3% -$530 减仓
IBOC International Bancshares Corp $3,1900.00%42 -3-6.7% -$228 减仓
APPF Appfolio Inc $3,2070.00%20 00.0% — 不变
POOL Pool Corp $3,2240.00%15 -57-79.2% -$1.23万 减仓
WMG Warner Music Group Corp $3,2480.00%120 00.0% — 不变
PTCT PTC Therapeutics Inc $3,2630.00%40 00.0% — 不变
PVH PVH Corp $3,2670.00%44 00.0% — 不变
MICC The Magnum Ice Cream Co NV $3,2700.00%188 -50-21.0% -$870 减仓
MAC The Macerich Co $3,2750.00%130 00.0% — 不变
AIR AAR Corp $3,2870.00%23 00.0% — 不变
BCO Brink's Co $3,3070.00%35 00.0% — 不变
CDP COPT Defense Properties $3,3480.00%92 -10-9.8% -$364 减仓
LNC Lincoln Natl Corp $3,3580.00%95 00.0% — 不变
ENVA Enova International Inc $3,3700.00%14 00.0% — 不变
FLG Flagstar Bank, N.A. $3,3760.00%226 00.0% — 不变
OLED Universal Display Corp $3,3770.00%39 00.0% — 不变
BCPC Balchem Corp $3,3790.00%20 00.0% — 不变
IRT Independence Realty Trust Inc REIT $3,3880.00%203 00.0% — 不变
DIOD Diodes Inc $3,3930.00%31 00.0% — 不变
RYAN Ryan Specialty Holdings Inc $3,3980.00%90 00.0% — 不变
ACLS Axcelis Technologies Inc $3,4100.00%18 -2-10.0% -$379 减仓
FTDR Frontdoor Inc $3,4140.00%44 00.0% — 不变
BHF Brighthouse Financial Inc $3,4180.00%54 00.0% — 不变
FHI Federated Hermes Inc $3,4240.00%62 00.0% — 不变
GHC Graham Holdings Co. Ordinary Shares - Class B $3,4240.00%3 00.0% — 不变
MORN Morningstar Inc $3,4320.00%22 00.0% — 不变
SLGN Silgan Holdings Inc $3,4330.00%74 00.0% — 不变
MTH Meritage Homes Corp $3,4380.00%41 00.0% — 不变
ECG Everus Construction Group Inc $3,4850.00%21 00.0% — 不变
THO Thor Industries, Inc. $3,5330.00%47 00.0% — 不变
— Warner Bros Discovery Inc $3,5460.00%133 00.0% — 不变
KRC Kilroy Realty Corp $3,5600.00%95 00.0% — 不变