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 |
|---|---|---|---|---|---|---|---|---|
| FIS | Fidelity National Information Services, Inc | $1.85万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| FE | Firstenergy Corp Common | $1.85万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| TYL | Tyler Technologies Inc | $1.85万 | 0.00% | 54 | 25 | 86.2% | $8,560 | 加仓 |
| ATO | Atmos Energy Corp | $1.85万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WDAY | Workday Inc Cl A | $1.84万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| UAL | United Airlines Holdings Inc | $1.84万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AWK | American Water Works Co Inc | $1.82万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| BURL | Burlington Stores Inc | $1.82万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | Occidental Petroleum Corp Warrant - Expires 08/03/27 | $1.82万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| RGLD | Royal Gold, Inc. | $1.81万 | 0.00% | 71 | 4 | 6.0% | $1,018 | 加仓 |
| DG | Dollar General Corp | $1.80万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holding Corp | $1.80万 | 0.00% | 195 | 5 | 2.6% | $461 | 加仓 |
| RPG | Invesco S&P 500 Pure Growth ETF | $1.78万 | 0.00% | 380 | -20 | -5.0% | -$935 | 减仓 |
| XLB | State Street Materials Select Sector SPDR ETF | $1.77万 | 0.00% | 354 | 0 | 0.0% | — | 不变 |
| NVT | NVENT Electric PLC | $1.75万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $1.74万 | 0.00% | 353 | 353 | — | $1.74万 | 新建仓 |
| VXUS | Vanguard Total International Stock Index Fund ETF | $1.74万 | 0.00% | 226 | 25 | 12.4% | $1,928 | 加仓 |
| GXO | GXO Logistics Inc | $1.74万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| MTZ | MasTec, Inc. | $1.74万 | 0.00% | 54 | 1 | 1.9% | $322 | 加仓 |
| ULTA | Ulta Beauty Inc | $1.72万 | 0.00% | 33 | -2 | -5.7% | -$1,045 | 减仓 |
| FN | Fabrinet | $1.72万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CSGP | CoStar Group Inc | $1.72万 | 0.00% | 426 | 146 | 52.1% | $5,890 | 加仓 |
| JAVA | JPMorgan Active Value ETF | $1.71万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| ES | Eversource Energy | $1.71万 | 0.00% | 247 | -3 | -1.2% | -$208 | 减仓 |
| CF | CF Industries Holdings Inc | $1.70万 | 0.00% | 131 | -3 | -2.2% | -$390 | 减仓 |
| TWLO | Twilio Inc - A | $1.70万 | 0.00% | 135 | 5 | 3.8% | $629 | 加仓 |
| CRS | Carpenter Technology Corp | $1.69万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| RJF | Raymond James Financial Inc | $1.69万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CIM | Chimera Investment Corp REIT | $1.67万 | 0.00% | 1,333 | 0 | 0.0% | — | 不变 |
| SUN | Sunoco LP | $1.67万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| DXCM | Dexcom Inc | $1.63万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown Inc | $1.63万 | 0.00% | 250 | 100 | 66.7% | $6,521 | 加仓 |
| FFIV | F5 Inc. | $1.62万 | 0.00% | 56 | 15 | 36.6% | $4,340 | 加仓 |
| HUBB | Hubbell Inc | $1.62万 | 0.00% | 33 | -1 | -2.9% | -$491 | 减仓 |
| HNI | HNI Corp | $1.61万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| IYR | iShares Dow Jones U.S. Real Estate Index Fund | $1.61万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CMS | CMS Energy Corp | $1.60万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| P | Everpure Inc - Class A | $1.59万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| XLU | State Street Utilities Select Sector SPDR ETF | $1.59万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $1.58万 | 0.00% | 337 | 337 | — | $1.58万 | 新建仓 |
| — | Avalonbay Communities Inc. | $1.58万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SONY | Sony Group Corp ADR | $1.57万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| PHM | PulteGroup Inc. | $1.55万 | 0.00% | 132 | -8 | -5.7% | -$941 | 减仓 |
| LH | Labcorp Holdings Inc | $1.55万 | 0.00% | 58 | -186 | -76.2% | -$4.96万 | 减仓 |
| INCY | Incyte Pharmaceuticals, Inc. | $1.54万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| CINF | Cincinnati Financial Corp | $1.53万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| RBC | RBC Bearings Inc | $1.52万 | 0.00% | 28 | 2 | 7.7% | $1,086 | 加仓 |
| GWX | State Street SPDR S&P International Small Cap ETF | $1.52万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| TPL | Texas Pacific Land Corp | $1.52万 | 0.00% | 32 | -1 | -3.0% | -$475 | 减仓 |
| NTAP | NetApp Inc. | $1.52万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ARM | ARM Holdings PLC ADR | $1.51万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EFX | Equifax Inc. | $1.51万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ENTG | Entegris Inc | $1.50万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| AA | Alcoa Corp | $1.49万 | 0.00% | 225 | 25 | 12.5% | $1,658 | 加仓 |
| CPAY | Corpay Inc | $1.48万 | 0.00% | 51 | -1 | -1.9% | -$291 | 减仓 |
| WST | West Pharmaceutical Services Inc | $1.48万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ARES | Ares Management Corp | $1.47万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| VIS | Vanguard Industrials ETF | $1.47万 | 0.00% | 47 | -17 | -26.6% | -$5,308 | 减仓 |
| LUV | Southwest Airlines Co. | $1.47万 | 0.00% | 390 | -10 | -2.5% | -$376 | 减仓 |
| FSLR | First Solar Inc. | $1.46万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| STE | Steris PLC | $1.46万 | 0.00% | 66 | -1 | -1.5% | -$221 | 减仓 |
| POOL | Pool Corp | $1.46万 | 0.00% | 72 | 45 | 166.7% | $9,105 | 加仓 |
| TXT | Textron Inc | $1.45万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| EXE | Expand Energy Corporation | $1.45万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| DLTR | Dollar Tree Inc | $1.45万 | 0.00% | 132 | -12 | -8.3% | -$1,314 | 减仓 |
| CHRW | C.H. Robinson Worldwide Inc | $1.44万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| RWX | State Street SPDR Dow Jones International Real Estate ETF | $1.43万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| RS | Reliance Inc | $1.43万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| LYV | Live Nation Entertainment, Inc. | $1.42万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| GOVT | IShares US Treasury Bond ETF | $1.42万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| RGTI | Rigetti Computing Inc | $1.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LDOS | Leidos Holdings Inc. | $1.40万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| VMRK | Equity Residential | $1.39万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| STZ | Constellation Brands Inc. | $1.38万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| GAP | The Gap Inc | $1.37万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| BG | Bunge Global SA | $1.37万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| LYB | Lyondellbasell Industries CL-A | $1.37万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| WSM | Williams-Sonoma, Inc. | $1.37万 | 0.00% | 75 | -2 | -2.6% | -$365 | 减仓 |
| VRSN | VeriSign, Inc. | $1.37万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| OVV | Ovintiv Inc | $1.37万 | 0.00% | 230 | 5 | 2.2% | $297 | 加仓 |
| SIRI | Sirius XM Holdings Inc | $1.36万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| B | Barrick Mining Corp | $1.36万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| MKSI | MKS Inc | $1.36万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| PR | Permian Resources Corp | $1.33万 | 0.00% | 625 | 55 | 9.6% | $1,173 | 加仓 |
| BR | Broadridge Financial Solutions, Inc | $1.33万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $1.32万 | 0.00% | 152 | -18 | -10.6% | -$1,563 | 减仓 |
| APG | API Group Corp | $1.32万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| EWBC | East West Bancorp Inc | $1.31万 | 0.00% | 123 | -3 | -2.4% | -$320 | 减仓 |
| NI | Nisource Inc | $1.31万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| BF/B | Brown Forman Corp Cl B | $1.31万 | 0.00% | 494 | 387 | 361.7% | $1.02万 | 加仓 |
| IHE | iShares U.S. Pharmaceuticals ETF | $1.30万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| WPC | WP Carey Inc REIT | $1.29万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AEIS | Advanced Energy Industries Inc | $1.29万 | 0.00% | 40 | 18 | 81.8% | $5,809 | 加仓 |
| CLH | Clean Harbors Inc | $1.29万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $1.29万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| KEY | Keycorp | $1.28万 | 0.00% | 640 | -500 | -43.9% | -$1.00万 | 减仓 |
| JLL | Jones Lang LaSalle Inc | $1.28万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TLN | Talen Energy Corp | $1.28万 | 0.00% | 40 | 1 | 2.6% | $319 | 加仓 |
| CSL | Carlisle Cos Inc | $1.27万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| GPN | Global Payments Inc | $1.27万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |