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 |
|---|---|---|---|---|---|---|---|---|
| UCTT | Ultra Clean Holdings Inc | $3,565 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| YETI | Yeti Holdings Inc | $3,568 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EXLS | ExlService Holdings Inc | $3,569 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MTRN | Materion Corp | $3,569 | 0.00% | 12 | -1 | -7.7% | -$297 | 减仓 |
| PLNT | Planet Fitness Inc | $3,652 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MRCY | Mercury Systems Inc | $3,670 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MAT | Mattel Inc | $3,678 | 0.00% | 265 | -15 | -5.4% | -$208 | 减仓 |
| VNT | Vontier Co | $3,683 | 0.00% | 127 | -6 | -4.5% | -$174 | 减仓 |
| AWI | Armstrong World Industries Inc | $3,690 | 0.00% | 23 | -2 | -8.0% | -$321 | 减仓 |
| ANF | Abercrombie & Fitch Co | $3,690 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PATH | UiPath Inc | $3,696 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| LOPE | Grand Canyon Education Inc | $3,721 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CFFN | Capitol Federal Financial Inc | $3,727 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| CHWY | Chewy Inc | $3,734 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| BSY | Bentley Systems Inc | $3,736 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $3,755 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IUSG | IShares Core S&P US Growth ETF | $3,762 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EPR | EPR Properties REIT | $3,771 | 0.00% | 65 | -4 | -5.8% | -$232 | 减仓 |
| VAL | Valaris Ltd | $3,775 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| LGND | Ligand Pharmaceuticals Inc | $3,793 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DUOL | Duolingo Inc | $3,796 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FFIN | First Financial Bankshares Inc | $3,806 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SNOW | Snowflake Inc | $3,818 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BTSG | BrightSpring Health Services Inc | $3,836 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ELF | e.l.f. Beauty, Inc. | $3,848 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| G | Genpact Ltd | $3,850 | 0.00% | 140 | -3 | -2.1% | -$82 | 减仓 |
| RHP | Ryman Hospitality Properties | $3,857 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NVST | Envista Holdings Corp | $3,873 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| FCN | FTI Consult Inc | $3,874 | 0.00% | 26 | -2 | -7.1% | -$298 | 减仓 |
| TRNO | Terreno Realty Corp | $3,886 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SR | Spire Inc. | $3,905 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CBT | Cabot Corp | $3,905 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| JBTM | John Bean Technologies Corp | $3,915 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | Gates Industrial Corp PLC | $3,916 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| KNF | Knife River Corp | $3,932 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NWE | NorthWestern Energy Group Inc | $3,939 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| BDC | Belden Inc | $3,957 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DFAI | Dimensional International Core Equity Market ETF | $3,960 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PCTY | Paylocity Holding Corp | $3,972 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CELH | Celsius Holdings Inc | $3,982 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| SBRA | Sabra Health Care REIT, Inc. | $4,000 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $4,002 | 0.00% | 252 | 52 | 26.0% | $826 | 加仓 |
| KBR | KBR, Inc. | $4,005 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| OGS | One Gas Inc | $4,008 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| KLIC | Kulicke & Soffa Industries | $4,013 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MSGK | Madison Square Garden Company (New) | $4,018 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMN | Eastman Chemical Company | $4,019 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AROC | Archrock Inc | $4,071 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TAP | Molson Coors Beverage Co Class B | $4,091 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| PBF | PBF Energy Inc. | $4,097 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SYNA | Synaptics Inc | $4,100 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| JQUA | JPMorgan US Quality Factor ETF | $4,120 | 0.00% | 57 | 57 | — | $4,120 | 新建仓 |
| DBX | Dropbox Inc | $4,121 | 0.00% | 150 | -20 | -11.8% | -$549 | 减仓 |
| QLYS | Qualys, Inc | $4,125 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TCBI | Texas Capital Bancshares Inc | $4,130 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| WING | Wingstop Inc | $4,162 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CLF | Cleveland-Cliffs Inc | $4,179 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| LIVN | LivaNova PLC | $4,194 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CUZ | Cousins Properties Inc | $4,227 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| OLLI | Ollie's Bargain Outlet Holdings Inc | $4,228 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| VVV | Valvoline Inc | $4,231 | 0.00% | 107 | -7 | -6.1% | -$277 | 减仓 |
| CNO | CNO Financial Group Inc. | $4,231 | 0.00% | 83 | -2 | -2.4% | -$102 | 减仓 |
| KMX | Carmax Inc | $4,231 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LPX | Louisiana-Pacific Corp | $4,248 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HLN | Haleon PLC ADR | $4,273 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| AN | Autonation Inc. Ordinary Shares | $4,273 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PTGX | Protagonist Therapeutics Inc | $4,290 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ASB | Associated Banc-Corp. Ordinary Shares | $4,308 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CNX | CNX Resources Corp | $4,309 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| ERIE | Erie Indemnity Co | $4,316 | 0.00% | 18 | -1 | -5.3% | -$240 | 减仓 |
| PFFD | Global X US Preferred ETF | $4,317 | 0.00% | 231 | 231 | — | $4,317 | 新建仓 |
| SARO | StandardAero Inc | $4,337 | 0.00% | 145 | 25 | 20.8% | $748 | 加仓 |
| ZWS | Zurn Water Solutions Corp | $4,346 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| SRLN | SPDR Blackstone Senior Loan ETF | $4,351 | 0.00% | 108 | 108 | — | $4,351 | 新建仓 |
| REGN | Regeneron Pharmaceuticals | $4,365 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FSS | Federal Signal Corporation | $4,369 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| WEX | Wex Inc | $4,374 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| BBWI | Bath & Body Works Inc | $4,395 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| TGTX | TG Therapeutics Inc | $4,395 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | $4,415 | 0.00% | 151 | 151 | — | $4,415 | 新建仓 |
| GVA | Granite Construction Incorporated | $4,426 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TREX | Trex Company Inc | $4,454 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| AVAV | Aerovironment Inc | $4,457 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RLI | RLI Corp | $4,489 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MTN | Vail Resorts, Inc. | $4,493 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SNEX | StoneX Group Inc | $4,503 | 0.00% | 38 | -16 | -29.6% | -$1,896 | 减仓 |
| PLXS | Plexus Corp | $4,510 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TTD | The Trade Desk, Inc | $4,520 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| NPO | Enpro Inc | $4,523 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| UFPI | UFP Industries Inc | $4,537 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HOMB | Home Bancshares Inc | $4,568 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| POWL | Powell Industries Inc | $4,582 | 0.00% | 16 | -2 | -11.1% | -$573 | 减仓 |
| TXNM | TXNM Energy Inc | $4,599 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| ICVT | iShares Convertible Bond ETF | $4,626 | 0.00% | 38 | 38 | — | $4,626 | 新建仓 |
| BC | Brunswick Corp | $4,633 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MSM | MSC Indl Direct Inc Cl A | $4,639 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $4,640 | 0.00% | 69 | 69 | — | $4,640 | 新建仓 |
| NXST | Nexstar Media Group Inc | $4,643 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SIGI | Selective Insurance Group Inc | $4,656 | 0.00% | 48 | -2 | -4.0% | -$194 | 减仓 |
| — | Qorvo Inc | $4,664 | 0.00% | 50 | 0 | 0.0% | — | 不变 |