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 |
|---|---|---|---|---|---|---|---|---|
| JEF | Jefferies Financial Group Inc | $7,297 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| ADC | Agree Realty Corp REIT | $7,195 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SEIC | SEI Investments Co | $7,192 | 0.00% | 82 | -4 | -4.7% | -$351 | 减仓 |
| BEN | Franklin Resources Inc | $7,153 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| CRUS | Cirrus Logis Inc | $7,129 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TIP | iShares TIPS ETF | $7,113 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IDA | Idacorp Inc | $7,111 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VOYA | Voya Financial Inc | $7,061 | 0.00% | 78 | -6 | -7.1% | -$543 | 减仓 |
| FR | First Industrial Realty Trust, Inc. | $7,051 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions Inc | $7,051 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| BUD | Anheuser Busch Cos Inc, New | $7,004 | 0.00% | 85 | -83 | -49.4% | -$6,839 | 减仓 |
| IT | Gartner, Inc. | $6,999 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| H | Hyatt Hotels Corp | $6,978 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AES | AES Corp | $6,934 | 0.00% | 473 | -15 | -3.1% | -$220 | 减仓 |
| FCFS | FirstCash Holdings Inc | $6,922 | 0.00% | 32 | -1 | -3.0% | -$216 | 减仓 |
| DVA | Davita Inc | $6,897 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MIDD | Middleby Corp | $6,880 | 0.00% | 40 | -4 | -9.1% | -$688 | 减仓 |
| HAS | Hasbro Inc | $6,855 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| REXR | Rexford Industrial Realty Inc | $6,767 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| LNTH | Lantheus Holdings Inc | $6,767 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| PB | Prosperity Bancshares Inc | $6,766 | 0.00% | 93 | 11 | 13.4% | $800 | 加仓 |
| JKHY | Jack Henry & Associates, Inc. | $6,749 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UGI | UGI Corporation | $6,735 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| MP | MP Materials Corp | $6,721 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BLDR | Builders FirstSource Inc | $6,711 | 0.00% | 75 | -70 | -48.3% | -$6,264 | 减仓 |
| HQY | HealthEquity Inc | $6,684 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CART | Maplebear Inc | $6,629 | 0.00% | 140 | -10 | -6.7% | -$474 | 减仓 |
| KNSL | Kinsale Capital Group Inc | $6,596 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FLR | Fluor Corporation (New) | $6,549 | 0.00% | 125 | -11 | -8.1% | -$576 | 减仓 |
| IVZ | Invesco PLC New | $6,518 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| HXL | Hexcel Corp | $6,504 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| TTEK | Tetra Tech Inc | $6,500 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| AM | Antero Midstream Corp | $6,484 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| THG | Hanover Insurance Group Inc | $6,424 | 0.00% | 30 | -1 | -3.2% | -$214 | 减仓 |
| MXL | MaxLinear Inc | $6,402 | 0.00% | 50 | -5 | -9.1% | -$640 | 减仓 |
| AXTA | Axalta Coating Systems Ltd | $6,399 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| — | Taylor Morrisoin Home Corp | $6,385 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| HR | Healthcare Realty Trust Inc REIT | $6,354 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| CMC | Commercial Metals Co | $6,338 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SLAB | Silicon Laboratories Inc | $6,338 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| EXP | Eagle Materials Inc Cl A | $6,300 | 0.00% | 28 | -1 | -3.4% | -$225 | 减仓 |
| CBSH | Commerce Bancshares, Inc. | $6,295 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| CAVA | Cava Group Inc | $6,278 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| KEX | Kirby Corp | $6,255 | 0.00% | 46 | -3 | -6.1% | -$408 | 减仓 |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond ETF | $6,224 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| VLY | Valley National Bancorp | $6,197 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| FAF | First American Financial | $6,173 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| RGEN | Repligen Corporation | $6,140 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NOV | NOV Inc | $6,122 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| ULS | UL Solutions Inc | $6,112 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BROS | Dutch Bros Inc | $6,104 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| LAD | Lithia Motors Inc | $6,100 | 0.00% | 21 | -2 | -8.7% | -$581 | 减仓 |
| STAG | Stag Industrial Inc | $6,090 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VICR | Vicor Corp | $6,076 | 0.00% | 16 | -6 | -27.3% | -$2,278 | 减仓 |
| AVT | Avnet Inc | $6,040 | 0.00% | 68 | -6 | -8.1% | -$533 | 减仓 |
| LEA | Lear Corporation | $6,033 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CRBG | Corebridge Financial Inc | $6,012 | 0.00% | 210 | -10 | -4.5% | -$286 | 减仓 |
| QBTS | D-Wave Quantum Inc | $5,998 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LSTR | Landstar System Inc | $5,997 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BXP | BXP Inc REIT | $5,968 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IDCC | InterDigital Inc | $5,946 | 0.00% | 21 | -2 | -8.7% | -$566 | 减仓 |
| VNOM | Viper Energy Inc | $5,936 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HLI | Houlihan Lokey Inc | $5,902 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FBIN | Fortune Brands Innovations Inc | $5,874 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| VEEV | Veeva Systems Inc- Class A | $5,857 | 0.00% | 33 | 33 | — | $5,857 | 新建仓 |
| BIDU | Baidu, Inc. | $5,715 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARE | Alexandria Real Estate Equities Inc | $5,708 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FNB | F.N.B. Corporation | $5,705 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies Inc | $5,663 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| M | Macy's Inc | $5,652 | 0.00% | 240 | -5 | -2.0% | -$118 | 减仓 |
| AVTR | Avantor Inc | $5,643 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| JHMM | John Hancock Multi-Factor Mid Cap ETF | $5,622 | 0.00% | 75 | -30 | -28.6% | -$2,249 | 减仓 |
| CHRD | Chord Energy Corp | $5,601 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UBSI | United Bankshares Inc | $5,591 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| CHE | Chemed Corp | $5,589 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MSA | MSA Safety Inc | $5,587 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| KRYS | Krystal Biotech Inc | $5,575 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CROX | Crocs, Inc. | $5,549 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NEU | NewMarket Corp | $5,539 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ST | Sensata Technologies Holding PLC | $5,490 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| GBCI | Glacier Bancorp Inc | $5,416 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BRKR | Bruker Corp | $5,416 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FND | Floor & Decor Holdings Inc | $5,402 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| AOS | A.O. Smith Corp | $5,394 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| KRG | Kite Realty Group Trust | $5,392 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| VSAT | Viasat Inc | $5,389 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CVLT | CommVault Systems Inc | $5,386 | 0.00% | 38 | -3 | -7.3% | -$425 | 减仓 |
| NCLH | Norwegian Cruise Line Holdings Ltd | $5,383 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| HWC | Hancock Whitney Corp | $5,380 | 0.00% | 72 | -3 | -4.0% | -$224 | 减仓 |
| — | Janus Henderson Group PLC | $5,351 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| GATX | GATX Corp | $5,316 | 0.00% | 30 | -1 | -3.2% | -$177 | 减仓 |
| WFRD | Weatherford International PLC | $5,298 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IUSV | iShares Russell 3000 Value Index Fund | $5,287 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VTRS | Viatris Inc | $5,272 | 0.00% | 332 | 0 | 0.0% | — | 不变 |
| ALKS | Alkermes PLC | $5,240 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MOS | Mosaic Co. | $5,234 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| MTG | Mgic Investment Corp Ordinary Shares | $5,217 | 0.00% | 185 | -15 | -7.5% | -$423 | 减仓 |
| ESNT | Essent Group Ltd | $5,207 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| RCI | Rogers Communications Cl B | $5,200 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| VDC | Vanguard Consumer Staples ETF | $5,186 | 0.00% | 23 | -8 | -25.8% | -$1,804 | 减仓 |