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 |
|---|---|---|---|---|---|---|---|---|
| NEM | Newmont Corp | $7.85万 | 0.00% | 840 | 0 | 0.0% | — | 不变 |
| CDNS | Cadence Design Systems, Inc. | $7.84万 | 0.00% | 209 | 30 | 16.8% | $1.13万 | 加仓 |
| HWM | Howmet Aerospace Inc-WI | $7.72万 | 0.00% | 287 | 6 | 2.1% | $1,613 | 加仓 |
| KBWB | Invesco KBW Bank ETF | $7.62万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| MAR | Marriott Intl Inc New Cl A | $7.56万 | 0.00% | 204 | -1 | -0.5% | -$371 | 减仓 |
| IYJ | iShares Dow Jones U.S. Industrial Sector Index Fund | $7.52万 | 0.00% | 451 | 451 | — | $7.52万 | 新建仓 |
| EQIX | Equinix Inc | $7.40万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| IGE | iShares North American Natural Resources ETF | $7.37万 | 0.00% | 1,311 | 0 | 0.0% | — | 不变 |
| CPRT | Copart Inc | $7.32万 | 0.00% | 2,595 | -34 | -1.3% | -$958 | 减仓 |
| STRL | Sterling Infrastructure Inc | $7.30万 | 0.00% | 87 | 60 | 222.2% | $5.04万 | 加仓 |
| CHD | Church & Dwight Co. | $7.27万 | 0.00% | 750 | -100 | -11.8% | -$9,688 | 减仓 |
| QLD | Proshares Ultra QQQ ETF | $7.14万 | 0.00% | 738 | 0 | 0.0% | — | 不变 |
| EAT | Brinker Intermational, Inc. | $7.14万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe Inc | $7.05万 | 0.00% | 344 | -54 | -13.6% | -$1.11万 | 减仓 |
| XPO | XPO Inc | $7.04万 | 0.00% | 343 | 2 | 0.6% | $411 | 加仓 |
| PAA | Plains All American Pipeline LP | $7.00万 | 0.00% | 3,146 | 0 | 0.0% | — | 不变 |
| VFC | VF Corp | $7.00万 | 0.00% | 4,194 | -1,600 | -27.6% | -$2.67万 | 减仓 |
| SAN | Banco Santander Sa ADR | $6.90万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| TRP | TC Energy Corp | $6.89万 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| WES | Western Midstream Partners LP | $6.85万 | 0.00% | 1,566 | 0 | 0.0% | — | 不变 |
| IYE | iShares Dow Jones U.S. Energy Sector Index Fd | $6.84万 | 0.00% | 1,208 | 1,208 | — | $6.84万 | 新建仓 |
| LNG | Cheniere Energy Inc | $6.81万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| CNI | Canadian National Railway Company | $6.73万 | 0.00% | 564 | 0 | 0.0% | — | 不变 |
| DAKT | Daktronics, Inc. | $6.68万 | 0.00% | 3,415 | 0 | 0.0% | — | 不变 |
| CTSH | Cognizant Technology Solutions Corp | $6.66万 | 0.00% | 1,720 | 0 | 0.0% | — | 不变 |
| EUFN | iShares MSCI Europe Financials ETF | $6.66万 | 0.00% | 1,708 | 0 | 0.0% | — | 不变 |
| SBAC | SBA Communications Corp | $6.65万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| SLV | iShares Silver Trust | $6.62万 | 0.00% | 1,239 | 0 | 0.0% | — | 不变 |
| SWK | Stanley Black & Decker Inc | $6.59万 | 0.00% | 700 | -1,085 | -60.8% | -$10.21万 | 减仓 |
| BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | $6.54万 | 0.00% | 1,915 | 0 | 0.0% | — | 不变 |
| MUB | iShares National Muni Bond Cl E | $6.53万 | 0.00% | 607 | -882 | -59.2% | -$9.49万 | 减仓 |
| SHW | Sherwin-Williams Co | $6.40万 | 0.00% | 186 | -4 | -2.1% | -$1,377 | 减仓 |
| ALLY | Ally Financial Inc | $6.26万 | 0.00% | 1,362 | 0 | 0.0% | — | 不变 |
| STLD | Steel Dynamics, Inc. | $5.97万 | 0.00% | 260 | -4 | -1.5% | -$918 | 减仓 |
| KEYS | Keysight Technologies Inc | $5.92万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $5.89万 | 0.00% | 130 | -11 | -7.8% | -$4,982 | 减仓 |
| NOC | Northrop Grumman Corp | $5.81万 | 0.00% | 114 | 2 | 1.8% | $1,019 | 加仓 |
| BAX | Baxter International Inc | $5.74万 | 0.00% | 2,693 | 136 | 5.3% | $2,900 | 加仓 |
| ICE | Intercontinental Exchange, Inc | $5.74万 | 0.00% | 466 | 9 | 2.0% | $1,108 | 加仓 |
| HLT | Hilton Worldwide Holdings Inc | $5.72万 | 0.00% | 173 | 3 | 1.8% | $991 | 加仓 |
| VPL | Vanguard FTSE Pacific ETF | $5.62万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| SNPS | Synopsys Inc | $5.58万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| LW | Lamb Weston Holdings Inc | $5.49万 | 0.00% | 1,272 | 40 | 3.2% | $1,727 | 加仓 |
| BUFR | First Trust Vest Fund of Buffer ETFs Canada | $5.47万 | 0.00% | 1,497 | 0 | 0.0% | — | 不变 |
| DEO | Diageo Plc ADR | $5.39万 | 0.00% | 670 | -1,180 | -63.8% | -$9.48万 | 减仓 |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $5.34万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| TER | Teradyne Inc | $5.23万 | 0.00% | 108 | -2 | -1.8% | -$968 | 减仓 |
| BSX | Boston Scientific Corporation | $5.07万 | 0.00% | 1,188 | 114 | 10.6% | $4,866 | 加仓 |
| — | Triplepoint Venture Growth BDC Corp | $5.05万 | 0.00% | 10,293 | 0 | 0.0% | — | 不变 |
| FVD | First Trust Value Line Dividend Index Fund | $5.03万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| INTU | Intuit Corp Common | $5.01万 | 0.00% | 192 | -43 | -18.3% | -$1.12万 | 减仓 |
| XLC | State Street Communication Services Select Sector SPDR ETF | $4.97万 | 0.00% | 464 | -31 | -6.3% | -$3,321 | 减仓 |
| AON | Aon PLC | $4.91万 | 0.00% | 148 | -44 | -22.9% | -$1.46万 | 减仓 |
| CIEN | Ciena Corp | $4.91万 | 0.00% | 100 | -36 | -26.5% | -$1.77万 | 减仓 |
| IGV | iShares North American Tech-Software Fund | $4.89万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| NXPI | NXP Semiconductors NV | $4.86万 | 0.00% | 173 | -2 | -1.1% | -$562 | 减仓 |
| SGOL | abrdn Physical Gold Shares ETF | $4.80万 | 0.00% | 1,255 | 0 | 0.0% | — | 不变 |
| TDG | Transdigm Group Inc | $4.80万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC ADR | $4.77万 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| HOOD | Robinhood Markets Inc | $4.76万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| F | Ford Mtr Co | $4.74万 | 0.00% | 3,412 | -30 | -0.9% | -$417 | 减仓 |
| DDOG | Datadog Inc | $4.69万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| BABA | Alibaba Group Holding Ltd | $4.67万 | 0.00% | 487 | -10 | -2.0% | -$960 | 减仓 |
| MCHP | Microchip Technology Inc | $4.64万 | 0.00% | 509 | -83 | -14.0% | -$7,570 | 减仓 |
| RCL | Royal Caribbean Cruises Ltd Group | $4.60万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| PFF | IShares Preferred & Income Securities ETF | $4.57万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| FIX | Comfort Systems USA Inc | $4.56万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4.54万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp | $4.47万 | 0.00% | 188 | -1 | -0.5% | -$238 | 减仓 |
| COHR | Coherent Corp | $4.46万 | 0.00% | 113 | -10 | -8.1% | -$3,945 | 减仓 |
| CCL | Carnival Corp Ltd | $4.37万 | 0.00% | 1,531 | 1,531 | — | $4.37万 | 新建仓 |
| IWB | iShares Russell 1000 Index Fund | $4.34万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| FTGC | First Trust Global Tactical Commodity Strategy Fund ETF | $4.33万 | 0.00% | 1,600 | -544 | -25.4% | -$1.47万 | 减仓 |
| WU | Western Union | $4.26万 | 0.00% | 5,535 | 0 | 0.0% | — | 不变 |
| IBKR | Interactive Brokers Group Inc | $4.26万 | 0.00% | 489 | 204 | 71.6% | $1.78万 | 加仓 |
| SRE | Sempra | $4.20万 | 0.00% | 453 | -2 | -0.4% | -$185 | 减仓 |
| PCAR | PACCAR Inc | $4.18万 | 0.00% | 348 | -119 | -25.5% | -$1.43万 | 减仓 |
| BHP | BHP Group Ltd ADR | $4.17万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VOOG | Vanguard S&P Growth ETF | $4.16万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| DASH | DoorDash Inc | $4.15万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| QYLD | Global X Nasdaq 100 Covered Call ETF | $4.15万 | 0.00% | 2,250 | 0 | 0.0% | — | 不变 |
| KKR | KKR & Co Inc | $4.08万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| MPWR | Monolithic Power Systems Inc | $4.01万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ABNB | Airbnb Inc | $4.01万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| LHX | L3 Harris Technologies Inc | $3.98万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| FDS | FactSet Research Systems Inc | $3.96万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| DD | DuPont de Nemours Inc | $3.96万 | 0.00% | 292 | -814 | -73.6% | -$11.03万 | 减仓 |
| IR | Ingersoll-Rand Inc | $3.92万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| RWR | State Street SPDR Dow Jones REIT ETF | $3.90万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| EQT | EQT Corp | $3.89万 | 0.00% | 732 | 236 | 47.6% | $1.25万 | 加仓 |
| CE | Celanese Corp- Series A | $3.88万 | 0.00% | 843 | -20 | -2.3% | -$920 | 减仓 |
| LITE | Lumentum Holdings Inc | $3.86万 | 0.00% | 45 | -5 | -10.0% | -$4,290 | 减仓 |
| VONG | Vanguard Russell 1000 Growth Index Fund ETF Shares | $3.83万 | 0.00% | 300 | 56 | 23.0% | $7,157 | 加仓 |
| BKR | Baker Hughes Company | $3.82万 | 0.00% | 688 | 11 | 1.6% | $610 | 加仓 |
| NFG | National Fuel Gas Company | $3.78万 | 0.00% | 490 | -2 | -0.4% | -$154 | 减仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $3.78万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VST | Vistra Corp | $3.78万 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| ARCC | Ares Capital Corp | $3.71万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VIK | Viking Holdings Ltd | $3.66万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| VEU | Vanguard FTSE All-World Ex-US Index Fund | $3.64万 | 0.00% | 435 | 0 | 0.0% | — | 不变 |