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 |
|---|---|---|---|---|---|---|---|---|
| VNT | Vontier Co | $4,718 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| ESNT | Essent Group Ltd | $4,734 | 0.00% | 81 | -4 | -4.7% | -$234 | 减仓 |
| TXNM | TXNM Energy Inc | $4,735 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| WEX | Wex Inc | $4,744 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SON | Sonoco Products Co. Ordinary Shares | $4,760 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| DVA | Davita Inc | $4,764 | 0.00% | 31 | -12 | -27.9% | -$1,844 | 减仓 |
| NCLH | Norwegian Cruise Line Holdings Ltd | $4,769 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| HWC | Hancock Whitney Corp | $4,769 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ERIE | Erie Indemnity Co | $4,775 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CI | Cigna Group | $4,802 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HYD | Vaneck Vectors High Yield Municipal Index ETF | $4,813 | 0.00% | 96 | 96 | — | $4,813 | 新建仓 |
| GPCR | Structure Therapeutics Inc ADR | $4,820 | 0.00% | 100 | 100 | — | $4,820 | 新建仓 |
| CELH | Celsius Holdings Inc | $4,825 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| ESAB | Esab Corp | $4,833 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CNX | CNX Resources Corp | $4,896 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| IUSV | iShares Russell 3000 Value Index Fund | $4,908 | 0.00% | 48 | -14 | -22.6% | -$1,432 | 减仓 |
| AVAV | Aerovironment Inc | $4,942 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FCN | FTI Consult Inc | $4,950 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| AAON | AAON Inc | $4,965 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| STWD | Starwood Property Trust Inc REIT | $4,994 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| FNB | F.N.B. Corporation | $4,999 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM Sys Inc | $5,010 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ARE | Alexandria Real Estate Equities Inc | $5,013 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| UBSI | United Bankshares Inc | $5,053 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| OLLI | Ollie's Bargain Outlet Holdings Inc | $5,062 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| BEN | Franklin Resources Inc | $5,078 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| VAL | Valaris Ltd | $5,098 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CHWY | Chewy Inc | $5,130 | 0.00% | 190 | 25 | 15.2% | $675 | 加仓 |
| ULS | UL Solutions Inc | $5,143 | 0.00% | 60 | 5 | 9.1% | $429 | 加仓 |
| POR | Portland General Electric | $5,171 | 0.00% | 98 | 4 | 4.3% | $211 | 加仓 |
| H | Hyatt Hotels Corp | $5,176 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AXTA | Axalta Coating Systems Ltd | $5,180 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| — | Taylor Morrisoin Home Corp | $5,183 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| VLY | Valley National Bancorp | $5,194 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| PLNT | Planet Fitness Inc | $5,207 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| MSA | MSA Safety Inc | $5,246 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CRBG | Corebridge Financial Inc | $5,249 | 0.00% | 220 | 220 | — | $5,249 | 新建仓 |
| MTG | Mgic Investment Corp Ordinary Shares | $5,250 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HXL | Hexcel Corp | $5,260 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | Janus Henderson Group PLC | $5,291 | 0.00% | 103 | -5 | -4.6% | -$257 | 减仓 |
| GATX | GATX Corp | $5,293 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RGEN | Repligen Corporation | $5,302 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| G | Genpact Ltd | $5,327 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| HR | Healthcare Realty Trust Inc REIT | $5,352 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| CBSH | Commerce Bancshares, Inc. | $5,363 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| THG | Hanover Insurance Group Inc | $5,374 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron Pharmaceuticals | $5,408 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VTWO | Vanguard Russell 2000 Index Fund | $5,409 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FAF | First American Financial | $5,426 | 0.00% | 90 | -2 | -2.2% | -$121 | 减仓 |
| LEA | Lear Corporation | $5,449 | 0.00% | 45 | -1 | -2.2% | -$121 | 减仓 |
| EXP | Eagle Materials Inc Cl A | $5,494 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PB | Prosperity Bancshares Inc | $5,509 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions Inc | $5,569 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BIDU | Baidu, Inc. | $5,571 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CART | Maplebear Inc | $5,619 | 0.00% | 150 | 10 | 7.1% | $375 | 加仓 |
| TKR | The Timken Company | $5,632 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AOS | A.O. Smith Corp | $5,671 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TTD | The Trade Desk, Inc | $5,673 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VOYA | Voya Financial Inc | $5,739 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| LAD | Lithia Motors Inc | $5,744 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| STAG | Stag Industrial Inc | $5,770 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| MP | MP Materials Corp | $5,791 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies Inc | $5,820 | 0.00% | 52 | 1 | 2.0% | $112 | 加仓 |
| MIDD | Middleby Corp | $5,834 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| BOC | Boston Omaha Corp | $5,945 | 0.00% | 509 | 509 | — | $5,945 | 新建仓 |
| RKT | Rocket Companies Inc | $5,957 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| CYTK | Cytokinetics Inc | $5,998 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| IVZ | Invesco PLC New | $6,000 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| JEF | Jefferies Financial Group Inc | $6,025 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SLAB | Silicon Laboratories Inc | $6,036 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ENS | EnerSys | $6,080 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| WFRD | Weatherford International PLC | $6,148 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| RCI | Rogers Communications Cl B | $6,152 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IXJ | iShares Global Healthcare ETF | $6,174 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SSD | Simpson Manufacturing Co Inc | $6,178 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HQY | HealthEquity Inc | $6,184 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CMC | Commercial Metals Co | $6,204 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FCFS | FirstCash Holdings Inc | $6,204 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| NOV | NOV Inc | $6,207 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| AAL | American Airlines Group Inc | $6,229 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | $6,238 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| OPCH | Option Care Health Inc | $6,245 | 0.00% | 232 | -6 | -2.5% | -$162 | 减仓 |
| MOS | Mosaic Co. | $6,299 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| HLI | Houlihan Lokey Inc | $6,319 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FLR | Fluor Corporation (New) | $6,344 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| AHR | American Healthcare REIT Inc | $6,367 | 0.00% | 135 | 135 | — | $6,367 | 新建仓 |
| DOC | HealthPeak Properties Inc | $6,408 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| UDR | UDR Inc | $6,452 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $6,472 | 0.00% | 80 | 4 | 5.3% | $324 | 加仓 |
| AM | Antero Midstream Corp | $6,498 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| KEX | Kirby Corp | $6,511 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SITM | SiTime Corp | $6,562 | 0.00% | 19 | 9 | 90.0% | $3,108 | 加仓 |
| MTDR | Matador Resources Co | $6,571 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| VNOM | Viper Energy Inc | $6,579 | 0.00% | 140 | 10 | 7.7% | $470 | 加仓 |
| REXR | Rexford Industrial Realty Inc | $6,611 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| ALV | Autoliv Inc | $6,625 | 0.00% | 63 | -1 | -1.6% | -$105 | 减仓 |
| ONB | Old National Bancorp | $6,630 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AMG | Affliated Managers | $6,641 | 0.00% | 24 | -1 | -4.0% | -$277 | 减仓 |
| FR | First Industrial Realty Trust, Inc. | $6,653 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| RVTY | Revvity Inc | $6,658 | 0.00% | 76 | 0 | 0.0% | — | 不变 |