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 |
|---|---|---|---|---|---|---|---|---|
| SGI | Somnigroup International Inc | $1.26万 | 0.00% | 171 | -2 | -1.2% | -$148 | 减仓 |
| PKG | Packaging Corp of America | $1.25万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SW | Smurfit WestRock PLC | $1.25万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| KR | Kroger Co | $1.24万 | 0.00% | 172 | 22 | 14.7% | $1,592 | 加仓 |
| GGG | Graco Inc | $1.24万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| AKAM | Akamai Technologies | $1.24万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FNY | First Trust Mid Cap Growth AlphaDEX Fund ETF | $1.24万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| NLY | Annaly Capital Management Inc REIT | $1.23万 | 0.00% | 580 | 55 | 10.5% | $1,163 | 加仓 |
| RNR | Renaissance Re Holdings Ltd | $1.22万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TSN | Tyson Foods, Inc. | $1.22万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO Corporation | $1.22万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Company | $1.21万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| NYT | The New York Times Company | $1.21万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| RGA | Reinsurance Group of America, Inc | $1.20万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| APTV | Aptiv Holdings Ltd | $1.20万 | 0.00% | 173 | -4 | -2.3% | -$278 | 减仓 |
| XBI | State Street SPDR S&P Biotech ETF | $1.20万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PFGC | Performance Food Group Co | $1.20万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| LECO | Lincoln Electric Holdings Inc | $1.20万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BLDR | Builders FirstSource Inc | $1.19万 | 0.00% | 145 | 67 | 85.9% | $5,516 | 加仓 |
| BJ | BJ's Wholesale Club Holdings Inc | $1.19万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| GDDY | GoDaddy Inc | $1.19万 | 0.00% | 144 | 55 | 61.8% | $4,547 | 加仓 |
| TOL | Toll Brothers Inc | $1.19万 | 0.00% | 87 | -1 | -1.1% | -$136 | 减仓 |
| NBIX | Neurocrine Biosciences Inc | $1.19万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DTM | DT Midstream Inc | $1.19万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LSCC | Lattice Seminconductor Corp | $1.18万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BUD | Anheuser Busch Cos Inc, New | $1.17万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica Inc. | $1.16万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CDW | CDW Corporation | $1.16万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| TRU | TransUnion | $1.16万 | 0.00% | 167 | 22 | 15.2% | $1,522 | 加仓 |
| MTSI | MACOM Technology Solutions Holdings Inc | $1.15万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RPM | RPM International, Inc. | $1.15万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| DKS | Dick's Sporting Goods, Inc | $1.15万 | 0.00% | 58 | 2 | 3.6% | $397 | 加仓 |
| PEN | Penumbra Inc | $1.15万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DPZ | Domino's Pizza Inc | $1.15万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| EL | Estee Lauder Companies Inc | $1.14万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| OKTA | Okta Inc | $1.13万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CG | The Carlyle Group | $1.11万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $1.11万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| PNFP | Pinnacle Financial Partners Inc | $1.11万 | 0.00% | 129 | 129 | — | $1.11万 | 新建仓 |
| GWRE | Guidewire Software Inc | $1.11万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IFF | International Flavors & Fragrances Inc | $1.10万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| STRL | Sterling Infrastructure Inc | $1.10万 | 0.00% | 27 | -4 | -12.9% | -$1,629 | 减仓 |
| FIVE | Five Below Inc | $1.10万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| TRMB | Trimble Inc | $1.10万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| OHI | Omega Healthcare Investors, Inc. | $1.10万 | 0.00% | 250 | 9 | 3.7% | $394 | 加仓 |
| AR | Antero Resources Corp | $1.09万 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| KTOS | Kratos Defense & Security Solutions Inc | $1.09万 | 0.00% | 155 | 4 | 2.6% | $282 | 加仓 |
| CACI | CACI International Inc | $1.09万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GLPI | Gaming and Leisure Properties Inc | $1.09万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| RRX | Regal Rexnord Corp | $1.07万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MRNA | Moderna Inc | $1.07万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| ESS | Essex Property Trust | $1.06万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| HL | Hecla Mining Co | $1.06万 | 0.00% | 570 | 20 | 3.6% | $373 | 加仓 |
| MEDP | Medpace Holdings Inc | $1.06万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| HMC | Honda Motor Co Ltd ADR | $1.06万 | 0.00% | 434 | 25 | 6.1% | $608 | 加仓 |
| MLI | Mueller Industries Inc | $1.05万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| OZK | Bank OZK | $1.05万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| IP | International Paper Co | $1.05万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| ELS | Equity LifeStyle Properties, Inc. | $1.04万 | 0.00% | 167 | 5 | 3.1% | $312 | 加仓 |
| — | Webster Financial Corp. Ordinary Shares | $1.04万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FNF | Fidelity National Financial Group | $1.02万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| IEX | Idex Corp | $1.02万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| UNM | Unum Group | $1.02万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| INVH | Invitation Homes Inc | $1.02万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| JAZZ | Jazz Pharmaceuticals PLC | $1.02万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HST | Host Hotels & Resorts | $1.02万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| SNX | Synnex Corp | $1.01万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| EXEL | Exelixis Inc | $1.01万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| PODD | Insulet Corp | $1.01万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $1.01万 | 0.00% | 250 | 10 | 4.2% | $403 | 加仓 |
| ELAN | Elanco Animal Health Inc | $1.01万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| BWA | BorgWarner Inc. | $1.00万 | 0.00% | 185 | -30 | -14.0% | -$1,628 | 减仓 |
| IBIT | iShares Bitcoin Trust ETF | $1.00万 | 0.00% | 261 | -429 | -62.2% | -$1.65万 | 重新持有 |
| CCK | Crown Holdings Inc | $1.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FHN | First Horizon Natl Corp | $1.00万 | 0.00% | 440 | -25 | -5.4% | -$569 | 减仓 |
| LAMR | Lamar Advertising Company (REIT) | $1.00万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| RL | Ralph Lauren Corp | $9,976 | 0.00% | 29 | -2 | -6.5% | -$688 | 减仓 |
| FWONK | Liberty Media Corp-Liberty Formula One C | $9,947 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $9,924 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| EVR | Evercore Inc | $9,851 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SF | Stifel Financial Corp | $9,831 | 0.00% | 133 | -5 | -3.6% | -$370 | 减仓 |
| TXRH | Texas Roadhouse, Inc. | $9,743 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| TTMI | TTM Technologies, Inc. | $9,742 | 0.00% | 100 | 37 | 58.7% | $3,605 | 加仓 |
| ENSG | The Ensign Group Inc | $9,672 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc | $9,615 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| COKE | Coca-Cola Consolidated Inc | $9,587 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KIM | Kimco Realty Common | $9,550 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| MAA | Mid-America Apartment Communities, Inc. | $9,525 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| SCI | Service Corp Intl | $9,489 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| RRC | Range Resources Corp | $9,488 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $9,478 | 0.00% | 157 | -10 | -6.0% | -$604 | 减仓 |
| ARMK | Aramark | $9,405 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| BMRN | BioMarin Pharmaceutical Inc | $9,321 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| EQH | Equitable Holdings Inc | $9,278 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PNR | Pentair PLC | $9,234 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ALLE | Allegion Public Limited Company | $9,153 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $9,152 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| ROIV | Roivant Sciences Ltd | $9,141 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| ROL | Rollins, Inc. | $9,080 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PINS | Pinterest Inc | $9,078 | 0.00% | 495 | -55 | -10.0% | -$1,009 | 减仓 |