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 |
|---|---|---|---|---|---|---|---|---|
| TDY | Teledyne Technologies Inc. | $2.07万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $2.07万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM Technology Solutions Holdings Inc | $2.05万 | 0.00% | 54 | 2 | 3.8% | $761 | 加仓 |
| NVR | NVR Inc | $2.04万 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FICO | Fair Isaac Corp common | $2.03万 | 0.00% | 17 | -5 | -22.7% | -$5,974 | 减仓 |
| BOND | PIMCO Total Return ETF | $2.03万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| GDX | VanEck Gold Miners ETF | $2.01万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| HUM | Humana Inc | $1.99万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OKTA | Okta Inc | $1.96万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CNP | Centerpoint Energy Inc | $1.96万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| LUV | Southwest Airlines Co. | $1.95万 | 0.00% | 380 | -10 | -2.6% | -$514 | 减仓 |
| HNI | HNI Corp | $1.95万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holding Corp | $1.94万 | 0.00% | 190 | -5 | -2.6% | -$511 | 减仓 |
| LSCC | Lattice Seminconductor Corp | $1.94万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| RGTI | Rigetti Computing Inc | $1.93万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $1.93万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| SNDA | Sonida Senior Living Inc | $1.91万 | 0.00% | 452 | 452 | — | $1.91万 | 新建仓 |
| BP | BP PLC - Spons ADR | $1.90万 | 0.00% | 515 | -149 | -22.4% | -$5,505 | 减仓 |
| EIX | Edison Intl Common | $1.90万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| JAVA | JPMorgan Active Value ETF | $1.90万 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| QSR | Restaurant Brands International Inc | $1.89万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $1.88万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| VICI | Vici Properties Inc | $1.87万 | 0.00% | 705 | 0 | 0.0% | — | 不变 |
| RMD | ResMed Inc | $1.87万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| INCY | Incyte Pharmaceuticals, Inc. | $1.86万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | Avalonbay Communities Inc. | $1.83万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| LYV | Live Nation Entertainment, Inc. | $1.81万 | 0.00% | 99 | 6 | 6.5% | $1,099 | 加仓 |
| CINF | Cincinnati Financial Corp | $1.80万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| MTD | Mettler-Toledo Intn'l Inc | $1.79万 | 0.00% | 14 | -1 | -6.7% | -$1,278 | 减仓 |
| ES | Eversource Energy | $1.79万 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| RJF | Raymond James Financial Inc | $1.78万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| CIM | Chimera Investment Corp REIT | $1.78万 | 0.00% | 1,333 | 0 | 0.0% | — | 不变 |
| VRSK | Verisk Analytics Inc | $1.78万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| BURL | Burlington Stores Inc | $1.77万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AWK | American Water Works Co Inc | $1.76万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| APA | APA Corp | $1.76万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| RS | Reliance Inc | $1.76万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DXCM | Dexcom Inc | $1.75万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| DG | Dollar General Corp | $1.75万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| PHM | PulteGroup Inc. | $1.74万 | 0.00% | 127 | -5 | -3.8% | -$686 | 减仓 |
| FN | Fabrinet | $1.74万 | 0.00% | 31 | -2 | -6.1% | -$1,124 | 减仓 |
| RBC | RBC Bearings Inc | $1.74万 | 0.00% | 27 | -1 | -3.6% | -$644 | 减仓 |
| WDAY | Workday Inc Cl A | $1.74万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| IYR | iShares Dow Jones U.S. Real Estate Index Fund | $1.74万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| FE | Firstenergy Corp Common | $1.74万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| SUN | Sunoco LP | $1.73万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| HUBB | Hubbell Inc | $1.73万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| WSM | Williams-Sonoma, Inc. | $1.72万 | 0.00% | 74 | -1 | -1.3% | -$233 | 减仓 |
| FSLR | First Solar Inc. | $1.72万 | 0.00% | 73 | -1 | -1.4% | -$236 | 减仓 |
| TTMI | TTM Technologies, Inc. | $1.72万 | 0.00% | 92 | -8 | -8.0% | -$1,496 | 减仓 |
| VXUS | Vanguard Total International Stock Index Fund ETF | $1.72万 | 0.00% | 201 | -25 | -11.1% | -$2,137 | 减仓 |
| ATO | Atmos Energy Corp | $1.71万 | 0.00% | 99 | -1 | -1.0% | -$172 | 减仓 |
| GXO | GXO Logistics Inc | $1.70万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| VIS | Vanguard Industrials ETF | $1.69万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE Global Markets Inc | $1.67万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| GIL | Gildan Activewear Inc | $1.66万 | 0.00% | 322 | -1,550 | -82.8% | -$8.00万 | 减仓 |
| SNX | Synnex Corp | $1.66万 | 0.00% | 62 | 2 | 3.3% | $535 | 加仓 |
| CHRW | C.H. Robinson Worldwide Inc | $1.64万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ONTO | Onto Innovation Inc | $1.63万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LH | Labcorp Holdings Inc | $1.62万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| DLTR | Dollar Tree Inc | $1.60万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VMRK | Equity Residential | $1.60万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| CMS | CMS Energy Corp | $1.58万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| GWX | State Street SPDR S&P International Small Cap ETF | $1.58万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO Corp Cl A | $1.57万 | 0.00% | 61 | -68 | -52.7% | -$1.75万 | 减仓 |
| XLU | State Street Utilities Select Sector SPDR ETF | $1.57万 | 0.00% | 346 | 0 | 0.0% | — | 不变 |
| EWBC | East West Bancorp Inc | $1.55万 | 0.00% | 120 | -3 | -2.4% | -$387 | 减仓 |
| TLN | Talen Energy Corp | $1.54万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FIS | Fidelity National Information Services, Inc | $1.53万 | 0.00% | 394 | -1 | -0.3% | -$39 | 减仓 |
| ESI | Element Solutions Inc | $1.53万 | 0.00% | 320 | 200 | 166.7% | $9,550 | 加仓 |
| SONY | Sony Group Corp ADR | $1.52万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| TXT | Textron Inc | $1.52万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| PFGC | Performance Food Group Co | $1.52万 | 0.00% | 136 | -4 | -2.9% | -$447 | 减仓 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund ETF | $1.52万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| NBIX | Neurocrine Biosciences Inc | $1.52万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| BE | Bloom Energy Corp | $1.51万 | 0.00% | 50 | 50 | — | $1.51万 | 新建仓 |
| ARES | Ares Management Corp | $1.50万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ROKU | Roku, Inc | $1.49万 | 0.00% | 108 | 108 | — | $1.49万 | 新建仓 |
| XLB | State Street Materials Select Sector SPDR ETF | $1.49万 | 0.00% | 293 | -61 | -17.2% | -$3,101 | 减仓 |
| ULTA | Ulta Beauty Inc | $1.49万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| XBI | State Street SPDR S&P Biotech ETF | $1.49万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| KEY | Keycorp | $1.48万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| MRNA | Moderna Inc | $1.47万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| ROL | Rollins, Inc. | $1.47万 | 0.00% | 351 | 181 | 106.5% | $7,555 | 加仓 |
| RWX | State Street SPDR Dow Jones International Real Estate ETF | $1.46万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| RRX | Regal Rexnord Corp | $1.45万 | 0.00% | 61 | 4 | 7.0% | $953 | 加仓 |
| SW | Smurfit WestRock PLC | $1.45万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| TOL | Toll Brothers Inc | $1.43万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $1.41万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| PKG | Packaging Corp of America | $1.41万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| NI | Nisource Inc | $1.40万 | 0.00% | 295 | 15 | 5.4% | $713 | 加仓 |
| TPL | Texas Pacific Land Corp | $1.40万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CF | CF Industries Holdings Inc | $1.40万 | 0.00% | 129 | -2 | -1.5% | -$217 | 减仓 |
| STE | Steris PLC | $1.39万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| VRSN | VeriSign, Inc. | $1.38万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| RGLD | Royal Gold, Inc. | $1.38万 | 0.00% | 69 | -2 | -2.8% | -$399 | 减仓 |
| APG | API Group Corp | $1.38万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| LEN | Lennar Corp | $1.38万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| WPC | WP Carey Inc REIT | $1.36万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| CDW | CDW Corporation | $1.35万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |