13F 机构持仓

FARMERS & MERCHANTS INVESTMENTS INC

LINCOLN NE · SEC CIK 0001259969

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.0%
VEA 6.5%
NNI 4.2%
IJR 4.2%
IJH 3.5%
AAPL 3.1%
MSFT 2.8%
VWO 2.1%
AVGO 1.8%
BND 1.6%

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
LNTH Lantheus Holdings Inc $4,6270.00%61 00.0% — 不变
FND Floor & Decor Holdings Inc $4,6230.00%91 00.0% — 不变
UFPI UFP Industries Inc $4,6060.00%50 00.0% — 不变
HLN Haleon PLC ADR $4,5850.00%458 00.0% — 不变
EMN Eastman Chemical Company $4,5790.00%60 00.0% — 不变
AVT Avnet Inc $4,5600.00%74 00.0% — 不变
CHE Chemed Corp $4,5330.00%12 -1-7.7% -$378 减仓
SR Spire Inc. $4,5270.00%50 00.0% — 不变
TAP Molson Coors Beverage Co Class B $4,5210.00%105 00.0% — 不变
AMKR Amkor Technology, Inc. $4,5030.00%100 00.0% — 不变
AN Autonation Inc. Ordinary Shares $4,4910.00%23 00.0% — 不变
NEU NewMarket Corp $4,4870.00%7 00.0% — 不变
VTRS Viatris Inc $4,4850.00%332 -3-0.9% -$41 减仓
OGS One Gas Inc $4,4790.00%52 00.0% — 不变
AVTR Avantor Inc $4,4690.00%570 00.0% — 不变
FORM FormFactor Inc $4,4620.00%46 -5-9.8% -$485 减仓
M Macy's Inc $4,4320.00%245 00.0% — 不变
— Liberty Broadband Corp $4,4260.00%88 00.0% — 不变
LOPE Grand Canyon Education Inc $4,4210.00%26 00.0% — 不变
SCZ iShares MAXI EAFE Small-Cap $4,3910.00%56 00.0% — 不变
BSY Bentley Systems Inc $4,3900.00%125 54.2% $176 加仓
SNEX StoneX Group Inc $4,3550.00%54 27100.0% $2,178 加仓
RLI RLI Corp $4,3350.00%76 00.0% — 不变
HOMB Home Bancshares Inc $4,3090.00%160 00.0% — 不变
BROS Dutch Bros Inc $4,3060.00%85 85— $4,306 新建仓
HRL Hormel Foods Common $4,3040.00%190 00.0% — 不变
PBF PBF Energy Inc. $4,2860.00%90 00.0% — 不变
KBR KBR, Inc. $4,2760.00%116 00.0% — 不变
MTN Vail Resorts, Inc. $4,2350.00%33 00.0% — 不变
ESE ESCO Technologies Inc $4,2210.00%15 00.0% — 不变
EXLS ExlService Holdings Inc $4,2020.00%138 00.0% — 不变
FBIN Fortune Brands Innovations Inc $4,1700.00%107 00.0% — 不变
GNTX Gentex Corp. Ordinary Shares $4,1520.00%190 00.0% — 不变
POST Post Holdings Inc $4,1520.00%42 00.0% — 不变
AWI Armstrong World Industries Inc $4,1200.00%25 -1-3.8% -$165 减仓
PCTY Paylocity Holding Corp $4,1060.00%38 00.0% — 不变
ESI Element Solutions Inc $4,0970.00%120 00.0% — 不变
MAT Mattel Inc $4,0680.00%280 -12-4.1% -$174 减仓
ST Sensata Technologies Holding PLC $4,0500.00%115 00.0% — 不变
SANM Sanmina Corp $4,0190.00%31 -2-6.1% -$259 减仓
BC Brunswick Corp $4,0020.00%55 00.0% — 不变
SOFI SoFi Technologies Inc $3,9700.00%250 00.0% — 不变
HRB Block H & R Inc $3,9680.00%125 00.0% — 不变
SLM SLM Corp $3,9610.00%185 00.0% — 不变
SBRA Sabra Health Care REIT, Inc. $3,9420.00%205 00.0% — 不变
LPX Louisiana-Pacific Corp $3,9290.00%54 00.0% — 不变
— Air Lease Corp Cl A $3,8960.00%60 -5-7.7% -$325 减仓
KRYS Krystal Biotech Inc $3,8750.00%15 00.0% — 不变
— Qorvo Inc $3,8700.00%50 00.0% — 不变
DBX Dropbox Inc $3,8620.00%170 -15-8.1% -$341 减仓
ZWS Zurn Water Solutions Corp $3,8560.00%86 -4-4.4% -$179 减仓
VVV Valvoline Inc $3,8400.00%114 00.0% — 不变
KNF Knife River Corp $3,8380.00%47 00.0% — 不变
CROX Crocs, Inc. $3,8190.00%46 -2-4.2% -$166 减仓
TCBI Texas Capital Bancshares Inc $3,7950.00%40 00.0% — 不变
BDC Belden Inc $3,7890.00%33 00.0% — 不变
PATH UiPath Inc $3,7740.00%340 340— $3,774 新建仓
SIGI Selective Insurance Group Inc $3,7700.00%50 00.0% — 不变
CLF Cleveland-Cliffs Inc $3,7600.00%445 00.0% — 不变
THO Thor Industries, Inc. $3,7550.00%47 00.0% — 不变
ANF Abercrombie & Fitch Co $3,7460.00%41 00.0% — 不变
DFAI Dimensional International Core Equity Market ETF $3,7400.00%96 00.0% — 不变
NVST Envista Holdings Corp $3,7290.00%147 00.0% — 不变
WING Wingstop Inc $3,7190.00%24 00.0% — 不变
MORN Morningstar Inc $3,7190.00%22 00.0% — 不变
PTGX Protagonist Therapeutics Inc $3,6890.00%35 00.0% — 不变
TRNO Terreno Realty Corp $3,6850.00%60 00.0% — 不变
FSS Federal Signal Corporation $3,6770.00%34 -3-8.1% -$324 减仓
NOVT Novanta Inc $3,6610.00%31 00.0% — 不变
GKOS Glaukos Corp $3,6600.00%34 00.0% — 不变
— Warner Bros Discovery Inc $3,6520.00%133 -5-3.6% -$137 减仓
ALK Alaska Air Group, Inc. $3,6410.00%99 00.0% — 不变
BCO Brink's Co $3,6270.00%35 00.0% — 不变
NWE NorthWestern Energy Group Inc $3,6270.00%55 00.0% — 不变
ASB Associated Banc-Corp. Ordinary Shares $3,6200.00%140 00.0% — 不变
QBTS D-Wave Quantum Inc $3,6080.00%250 00.0% — 不变
MSM MSC Indl Direct Inc Cl A $3,5990.00%39 00.0% — 不变
PRIM Primoris Service Corp $3,5760.00%25 15150.0% $2,146 加仓
OLED Universal Display Corp $3,5750.00%39 00.0% — 不变
BBWI Bath & Body Works Inc $3,5470.00%190 00.0% — 不变
VICR Vicor Corp $3,5420.00%22 746.7% $1,127 加仓
ALKS Alkermes PLC $3,5360.00%100 00.0% — 不变
LKQ LKQ Corporation $3,5240.00%120 90300.0% $2,643 加仓
FHI Federated Hermes Inc $3,5160.00%62 00.0% — 不变
DXC DXC Technology Co $3,5070.00%279 00.0% — 不变
WLK Westlake Corp $3,5050.00%30 00.0% — 不变
CNO CNO Financial Group Inc. $3,4900.00%85 00.0% — 不变
MICC The Magnum Ice Cream Co NV $3,4840.00%238 -803-77.1% -$1.18万 减仓
AROC Archrock Inc $3,4800.00%100 00.0% — 不变
HLNE Hamilton Lane Inc $3,4790.00%35 00.0% — 不变
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $3,4640.00%200 00.0% — 不变
SMTC Semtech Corp $3,4600.00%45 00.0% — 不变
CNR Core Natural Resources Inc $3,4560.00%33 00.0% — 不变
JBTM John Bean Technologies Corp $3,4520.00%27 28.0% $256 加仓
EPR EPR Properties REIT $3,4470.00%69 00.0% — 不变
IBP Installed Building Products Inc $3,4470.00%13 00.0% — 不变
BCPC Balchem Corp $3,3900.00%20 -2-9.1% -$339 减仓
LNC Lincoln Natl Corp $3,3730.00%95 -5-5.0% -$178 减仓
— Sealed Air $3,3640.00%80 00.0% — 不变
GVA Granite Construction Incorporated $3,3570.00%28 00.0% — 不变