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 |
|---|---|---|---|---|---|---|---|---|
| HTLD | Heartland Express Inc | $24.62万 | 0.01% | 16,176 | 0 | 0.0% | — | 不变 |
| MKL | Markel Group Inc | $24.41万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| UL | Unilever PLC ADR | $24.29万 | 0.01% | 4,040 | -226 | -5.3% | -$1.36万 | 减仓 |
| BX | Blackstone Inc | $24.16万 | 0.01% | 2,053 | -279 | -12.0% | -$3.28万 | 减仓 |
| EXR | Extra Space Storage Inc | $23.93万 | 0.01% | 1,647 | 0 | 0.0% | — | 不变 |
| SFNC | Simmons First National Corp | $23.76万 | 0.01% | 10,488 | -450 | -4.1% | -$1.02万 | 减仓 |
| CTAS | Cintas Corp | $23.25万 | 0.01% | 1,367 | 57 | 4.4% | $9,695 | 加仓 |
| PLD | Prologis Inc | $23.22万 | 0.01% | 1,714 | -3 | -0.2% | -$406 | 减仓 |
| AVEM | Avantis Emerging Markets Equity ETF | $23.16万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| VPU | Vanguard Utilities ETF | $22.65万 | 0.01% | 1,157 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison | $22.47万 | 0.01% | 2,031 | -3 | -0.1% | -$332 | 减仓 |
| MRSH | Marsh | $22.22万 | 0.01% | 1,333 | -4 | -0.3% | -$667 | 减仓 |
| XYL | Xylem Inc | $22.15万 | 0.01% | 1,874 | -45 | -2.3% | -$5,319 | 减仓 |
| LNT | Alliant Energy Corporation | $21.90万 | 0.01% | 2,870 | -2 | -0.1% | -$153 | 减仓 |
| VRT | Vertiv Holdings Co | $21.60万 | 0.01% | 645 | 15 | 2.4% | $5,022 | 加仓 |
| IEMG | iShares Core MSCI Emerging Markets ETF | $21.41万 | 0.01% | 2,584 | 140 | 5.7% | $1.16万 | 加仓 |
| SNDK | Sandisk Corp | $21.37万 | 0.01% | 94 | -1 | -1.1% | -$2,274 | 减仓 |
| TRGP | Targa Resources Corp | $21.05万 | 0.01% | 785 | 0 | 0.0% | — | 不变 |
| MRTN | Marten Transport Ltd | $20.89万 | 0.01% | 12,039 | 0 | 0.0% | — | 不变 |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETF | $20.10万 | 0.00% | 1,048 | 0 | 0.0% | — | 不变 |
| ORLY | O'Reilly Automotive, Inc. New | $19.39万 | 0.00% | 2,106 | 71 | 3.5% | $6,538 | 加仓 |
| GLW | Corning Inc | $19.34万 | 0.00% | 757 | -138 | -15.4% | -$3.52万 | 减仓 |
| DRI | Darden Restaurants Inc | $19.01万 | 0.00% | 923 | -1 | -0.1% | -$206 | 减仓 |
| CEG | Constellation Energy Corp | $18.95万 | 0.00% | 763 | 44 | 6.1% | $1.09万 | 加仓 |
| SWX | Southwest Gas Holdings Inc | $18.92万 | 0.00% | 2,133 | 2 | 0.1% | $177 | 加仓 |
| MLRG | iShares Morningstar Large Cap ETF | $18.66万 | 0.00% | 1,800 | -54 | -2.9% | -$5,597 | 减仓 |
| GEHC | GE HealthCare Technologies Inc | $18.22万 | 0.00% | 2,847 | 0 | 0.0% | — | 不变 |
| PRU | Prudential Financial, Inc. | $17.99万 | 0.00% | 1,667 | 0 | 0.0% | — | 不变 |
| DVN | Devon Energy Corp | $17.99万 | 0.00% | 4,353 | 1,601 | 58.2% | $6.62万 | 加仓 |
| SNDR | Schneider Natl Inc-Cl B | $17.66万 | 0.00% | 4,835 | -510 | -9.5% | -$1.86万 | 减仓 |
| SOLV | Solventum Corp | $17.59万 | 0.00% | 2,280 | 0 | 0.0% | — | 不变 |
| EWJ | iShares MSCI Japan ETF | $17.55万 | 0.00% | 1,882 | 8 | 0.4% | $746 | 加仓 |
| MGV | Vanguard Mega Cap 300 Value Index ETF | $17.42万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| EFV | iShares MSCI EAFE Value ETF | $17.19万 | 0.00% | 2,245 | 33 | 1.5% | $2,526 | 加仓 |
| NXT | NEXTPower Inc | $17.13万 | 0.00% | 1,438 | 0 | 0.0% | — | 不变 |
| ISRG | Intuitive Surgical, Inc. | $16.07万 | 0.00% | 404 | 109 | 36.9% | $4.33万 | 加仓 |
| QQQM | Invesco Nasdaq 100 ETF | $15.97万 | 0.00% | 527 | 527 | — | $15.97万 | 新建仓 |
| IDEV | iShares Core MSCI International Developed Markets ETF | $15.73万 | 0.00% | 1,767 | -95 | -5.1% | -$8,456 | 减仓 |
| — | BlackRock 2037 Municipal Target Term Trust ETF | $15.65万 | 0.00% | 6,091 | 0 | 0.0% | — | 不变 |
| SCHA | Schwab U.S. Small-Cap ETF | $15.49万 | 0.00% | 4,288 | 0 | 0.0% | — | 不变 |
| SNA | Snap-On Inc | $15.45万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| HPE | Hewlett Packard Enterprise Co | $15.10万 | 0.00% | 3,347 | 0 | 0.0% | — | 不变 |
| CAG | ConAgra Brands Inc | $14.65万 | 0.00% | 10,884 | -10 | -0.1% | -$135 | 减仓 |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $14.56万 | 0.00% | 2,768 | 0 | 0.0% | — | 不变 |
| RSG | Republic Services, Inc. | $14.30万 | 0.00% | 671 | 6 | 0.9% | $1,278 | 加仓 |
| KRE | SPDR S&P Regional Banking ETF | $14.18万 | 0.00% | 1,894 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices, Inc. | $13.82万 | 0.00% | 348 | -41 | -10.5% | -$1.63万 | 减仓 |
| CRWD | Crowdstrike Holdings Inc | $13.66万 | 0.00% | 179 | 2 | 1.1% | $1,526 | 加仓 |
| XLI | State Street Industrial Select Sector SPDR ETF | $13.17万 | 0.00% | 711 | -92 | -11.5% | -$1.70万 | 减仓 |
| MRVL | Marvell Technology Inc | $13.14万 | 0.00% | 441 | 441 | — | $13.14万 | 新建仓 |
| — | Eaton Vance Municipal Income 2028 Term Trust ETF | $13.12万 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| FTNT | Fortinet Inc. | $13.09万 | 0.00% | 852 | 132 | 18.3% | $2.03万 | 加仓 |
| OUSM | ALPS O'Shares U.S. Small-Cap Quality Dividend ETF | $12.93万 | 0.00% | 2,721 | -100 | -3.5% | -$4,752 | 减仓 |
| CMG | Chipotle Mexican Grill | $12.87万 | 0.00% | 3,786 | 366 | 10.7% | $1.24万 | 加仓 |
| AWR | American States Water Company | $12.70万 | 0.00% | 1,537 | 0 | 0.0% | — | 不变 |
| ANET | Arista Networks Inc | $12.69万 | 0.00% | 747 | 49 | 7.0% | $8,324 | 加仓 |
| URI | United Rentals, Inc. | $12.69万 | 0.00% | 112 | -1 | -0.9% | -$1,133 | 减仓 |
| VSNT | Versant Media Group Inc | $12.67万 | 0.00% | 3,518 | -2,174 | -38.2% | -$7.83万 | 减仓 |
| PNC | PNC Finl Svcs Group Inc | $12.48万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| ESGU | iShares ESG Aware MSCI USA ETF | $12.44万 | 0.00% | 760 | -49 | -6.1% | -$8,020 | 减仓 |
| PH | Parker-Hannifin Corporation | $12.42万 | 0.00% | 127 | 20 | 18.7% | $1.96万 | 加仓 |
| SPG | Simon Property Group, Inc. | $12.21万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC | $11.77万 | 0.00% | 946 | -6 | -0.6% | -$747 | 减仓 |
| SCHW | The Charles Schwab Corporation | $11.66万 | 0.00% | 1,264 | 0 | 0.0% | — | 不变 |
| SDY | State Street SPDR S&P Dividend ETF | $11.31万 | 0.00% | 743 | 0 | 0.0% | — | 不变 |
| BAM | Brookfield Asset Management Ltd | $11.30万 | 0.00% | 2,519 | 0 | 0.0% | — | 不变 |
| IYM | iShares Dow Jones U.S. Basic Materials Sector Index Fund | $11.18万 | 0.00% | 623 | 438 | 236.8% | $7.86万 | 加仓 |
| EOG | EOG Resources, Inc. | $11.17万 | 0.00% | 861 | -6 | -0.7% | -$778 | 减仓 |
| XLV | State Street Health Care Select Sector SPDR ETF | $11.12万 | 0.00% | 701 | -76 | -9.8% | -$1.21万 | 减仓 |
| FMHI | First Trust Municipal High Income ETF | $11.11万 | 0.00% | 2,291 | 91 | 4.1% | $4,413 | 加仓 |
| PAVE | Global X US Infrastructure Development ETF | $11.10万 | 0.00% | 1,884 | 0 | 0.0% | — | 不变 |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $10.82万 | 0.00% | 2,090 | -678 | -24.5% | -$3.51万 | 减仓 |
| EXC | Exelon Corp | $10.68万 | 0.00% | 2,290 | 15 | 0.7% | $699 | 加仓 |
| — | Dimensional US Core Equity 2 ETF | $10.66万 | 0.00% | 2,402 | -252 | -9.5% | -$1.12万 | 减仓 |
| JXN | Jackson Financial Inc | $10.64万 | 0.00% | 1,039 | 0 | 0.0% | — | 不变 |
| VLO | Valero Energy Corporation | $10.63万 | 0.00% | 408 | -62 | -13.2% | -$1.61万 | 减仓 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $10.53万 | 0.00% | 898 | -100 | -10.0% | -$1.17万 | 减仓 |
| MPC | Marathon Petroleum Corp | $10.35万 | 0.00% | 405 | -3 | -0.7% | -$767 | 减仓 |
| SUB | iShares Short-Term National US Municipals | $10.06万 | 0.00% | 945 | 0 | 0.0% | — | 不变 |
| HYMB | State Street SPDR Nuveen ICE High Yield Municipal Bond ETF | $9.95万 | 0.00% | 3,910 | 0 | 0.0% | — | 不变 |
| PWR | Quanta Services Inc | $9.86万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| TT | Trane Technologies Plc | $9.82万 | 0.00% | 200 | 13 | 7.0% | $6,385 | 加仓 |
| YUMC | Yum China Holdings Inc | $9.81万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| MUR | Murphy Oil Corp | $9.74万 | 0.00% | 2,990 | 0 | 0.0% | — | 不变 |
| JEPI | JPMorgan Equity Premium Income ETF | $9.60万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| MCK | McKesson Corp | $9.60万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| MSI | Motorola Solutions, Inc. | $9.51万 | 0.00% | 229 | -1 | -0.4% | -$415 | 减仓 |
| FAST | Fastenal Co | $9.50万 | 0.00% | 1,978 | 0 | 0.0% | — | 不变 |
| CB | Chubb Ltd | $9.44万 | 0.00% | 277 | 18 | 6.9% | $6,133 | 加仓 |
| NOW | ServiceNow, Inc. | $9.40万 | 0.00% | 947 | -13 | -1.4% | -$1,291 | 减仓 |
| AZN | AstraZeneca PLC | $9.35万 | 0.00% | 500 | -53 | -9.6% | -$9,907 | 减仓 |
| PGR | The Progressive Corporation | $9.20万 | 0.00% | 421 | -2 | -0.5% | -$437 | 减仓 |
| APP | AppLovin Corp | $9.17万 | 0.00% | 178 | -1 | -0.6% | -$515 | 减仓 |
| Q | Qnity Electronics Inc | $9.15万 | 0.00% | 560 | 14 | 2.6% | $2,286 | 加仓 |
| IYZ | iShares US Telecommunications | $9.06万 | 0.00% | 2,142 | 2,142 | — | $9.06万 | 新建仓 |
| VRTX | Vertex Pharmaceuticals Inc | $8.44万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| AX | Axos Financial Inc | $8.19万 | 0.00% | 841 | 0 | 0.0% | — | 不变 |
| BNDX | Vanguard Total International Bond ETF | $8.07万 | 0.00% | 1,666 | 0 | 0.0% | — | 不变 |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $8.05万 | 0.00% | 916 | 916 | — | $8.05万 | 新建仓 |
| VFH | Vanguard Financials ETF | $7.99万 | 0.00% | 607 | -104 | -14.6% | -$1.37万 | 减仓 |