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 |
|---|---|---|---|---|---|---|---|---|
| GPN | Global Payments Inc | $1.34万 | 0.00% | 185 | -3 | -1.6% | -$218 | 减仓 |
| SITM | SiTime Corp | $1.34万 | 0.00% | 18 | -1 | -5.3% | -$746 | 减仓 |
| SGI | Somnigroup International Inc | $1.34万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| EFX | Equifax Inc. | $1.33万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ARMK | Aramark | $1.32万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| BF/B | Brown Forman Corp Cl B | $1.32万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| CLH | Clean Harbors Inc | $1.31万 | 0.00% | 44 | -1 | -2.2% | -$299 | 减仓 |
| CSL | Carlisle Cos Inc | $1.31万 | 0.00% | 36 | -2 | -5.3% | -$726 | 减仓 |
| JAZZ | Jazz Pharmaceuticals PLC | $1.30万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NLY | Annaly Capital Management Inc REIT | $1.30万 | 0.00% | 580 | 0 | 0.0% | — | 不变 |
| DKS | Dick's Sporting Goods, Inc | $1.29万 | 0.00% | 57 | -1 | -1.7% | -$227 | 减仓 |
| DTM | DT Midstream Inc | $1.29万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| RPM | RPM International, Inc. | $1.29万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| RMBS | Rambus Inc. | $1.29万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| ESS | Essex Property Trust | $1.28万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| STZ | Constellation Brands Inc. | $1.28万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| EXEL | Exelixis Inc | $1.28万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| TRU | TransUnion | $1.28万 | 0.00% | 177 | 10 | 6.0% | $721 | 加仓 |
| AKAM | Akamai Technologies | $1.28万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| JLL | Jones Lang LaSalle Inc | $1.27万 | 0.00% | 41 | -1 | -2.4% | -$310 | 减仓 |
| DY | Dycom Industries Inc. | $1.26万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MAS | Masco Corp | $1.26万 | 0.00% | 155 | -2 | -1.3% | -$163 | 减仓 |
| PNFP | Pinnacle Financial Partners Inc | $1.26万 | 0.00% | 125 | -4 | -3.1% | -$404 | 减仓 |
| EL | Estee Lauder Companies Inc | $1.26万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| WSO | Watsco Inc | $1.25万 | 0.00% | 30 | -28 | -48.3% | -$1.17万 | 减仓 |
| LECO | Lincoln Electric Holdings Inc | $1.25万 | 0.00% | 47 | -1 | -2.1% | -$266 | 减仓 |
| INVH | Invitation Homes Inc | $1.24万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| OVV | Ovintiv Inc | $1.24万 | 0.00% | 235 | 5 | 2.2% | $263 | 加仓 |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $1.24万 | 0.00% | 183 | 183 | — | $1.24万 | 新建仓 |
| AGCO | AGCO Corporation | $1.23万 | 0.00% | 103 | -2 | -1.9% | -$239 | 减仓 |
| AEIS | Advanced Energy Industries Inc | $1.23万 | 0.00% | 33 | -7 | -17.5% | -$2,610 | 减仓 |
| IEX | Idex Corp | $1.23万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| B | Barrick Mining Corp | $1.22万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| RGA | Reinsurance Group of America, Inc | $1.21万 | 0.00% | 57 | -2 | -3.4% | -$425 | 减仓 |
| IFF | International Flavors & Fragrances Inc | $1.20万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| LAMR | Lamar Advertising Company (REIT) | $1.20万 | 0.00% | 77 | -2 | -2.5% | -$312 | 减仓 |
| BWA | BorgWarner Inc. | $1.20万 | 0.00% | 180 | -5 | -2.7% | -$332 | 减仓 |
| OHI | Omega Healthcare Investors, Inc. | $1.19万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| OZK | Bank OZK | $1.19万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| EXE | Expand Energy Corporation | $1.19万 | 0.00% | 130 | -2 | -1.5% | -$182 | 减仓 |
| HST | Host Hotels & Resorts | $1.19万 | 0.00% | 500 | -30 | -5.7% | -$711 | 减仓 |
| WY | Weyerhaeuser Company | $1.19万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| AA | Alcoa Corp | $1.17万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| RNR | Renaissance Re Holdings Ltd | $1.17万 | 0.00% | 37 | -4 | -9.8% | -$1,268 | 减仓 |
| NTNX | Nutanix Inc | $1.17万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ROIV | Roivant Sciences Ltd | $1.17万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| MLI | Mueller Industries Inc | $1.17万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| MEDP | Medpace Holdings Inc | $1.17万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RL | Ralph Lauren Corp | $1.16万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| UNM | Unum Group | $1.16万 | 0.00% | 130 | -10 | -7.1% | -$894 | 减仓 |
| PR | Permian Resources Corp | $1.15万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| GNRC | Generac Holdings, Inc. | $1.14万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DT | Dynatrace Inc | $1.14万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| TXRH | Texas Roadhouse, Inc. | $1.14万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SANM | Sanmina Corp | $1.14万 | 0.00% | 45 | 14 | 45.2% | $3,543 | 加仓 |
| SMTC | Semtech Corp | $1.13万 | 0.00% | 70 | 25 | 55.6% | $4,046 | 加仓 |
| — | Occidental Petroleum Corp Warrant - Expires 08/03/27 | $1.13万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| EVR | Evercore Inc | $1.13万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BR | Broadridge Financial Solutions, Inc | $1.12万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| GEN | Gen Digital Inc | $1.12万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| IP | International Paper Co | $1.12万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| FWONK | Liberty Media Corp-Liberty Formula One C | $1.11万 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| OC | Owens Corning Inc | $1.11万 | 0.00% | 70 | -4 | -5.4% | -$636 | 减仓 |
| GGG | Graco Inc | $1.11万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| — | Webster Financial Corp. Ordinary Shares | $1.11万 | 0.00% | 145 | -5 | -3.3% | -$382 | 减仓 |
| PEN | Penumbra Inc | $1.11万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BG | Bunge Global SA | $1.10万 | 0.00% | 103 | -5 | -4.6% | -$534 | 减仓 |
| CCK | Crown Holdings Inc | $1.10万 | 0.00% | 98 | -2 | -2.0% | -$224 | 减仓 |
| GLPI | Gaming and Leisure Properties Inc | $1.09万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| GL | Globe Life | $1.09万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TSN | Tyson Foods, Inc. | $1.09万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| MAA | Mid-America Apartment Communities, Inc. | $1.08万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| AIT | Applied Industrial Technologies, Inc. | $1.08万 | 0.00% | 32 | -1 | -3.0% | -$338 | 减仓 |
| KIM | Kimco Realty Common | $1.08万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| FHN | First Horizon Natl Corp | $1.08万 | 0.00% | 420 | -20 | -4.5% | -$513 | 减仓 |
| ELS | Equity LifeStyle Properties, Inc. | $1.08万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| EQH | Equitable Holdings Inc | $1.08万 | 0.00% | 245 | -5 | -2.0% | -$219 | 减仓 |
| DOCN | DigitalOcean Holdings Inc | $1.07万 | 0.00% | 68 | 38 | 126.7% | $5,967 | 加仓 |
| GAP | The Gap Inc | $1.06万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| CDE | Coeur d' Alene Mines Corporation | $1.06万 | 0.00% | 650 | 650 | — | $1.06万 | 新建仓 |
| MOG/A | Moog Inc - Cl A | $1.06万 | 0.00% | 25 | -2 | -7.4% | -$848 | 减仓 |
| SPXC | SPX Technologies Inc | $1.05万 | 0.00% | 43 | 3 | 7.5% | $735 | 加仓 |
| CGNX | Cognex Corp | $1.04万 | 0.00% | 144 | -11 | -7.1% | -$797 | 减仓 |
| FNF | Fidelity National Financial Group | $1.04万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| PINS | Pinterest Inc | $1.04万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| ELAN | Elanco Animal Health Inc | $1.03万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| APTV | Aptiv Holdings Ltd | $1.03万 | 0.00% | 168 | -5 | -2.9% | -$307 | 减仓 |
| NDSN | Nordson Corp | $1.03万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ARWR | Arrowhead Pharmaceuticals Inc | $1.02万 | 0.00% | 125 | 5 | 4.2% | $408 | 加仓 |
| AAL | American Airlines Group Inc | $1.01万 | 0.00% | 560 | -20 | -3.4% | -$361 | 减仓 |
| NYT | The New York Times Company | $1.01万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| VMI | Valmont Industries, Inc. | $9,819 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BJ | BJ's Wholesale Club Holdings Inc | $9,769 | 0.00% | 112 | -9 | -7.4% | -$785 | 减仓 |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $9,689 | 0.00% | 168 | 168 | — | $9,689 | 新建仓 |
| SAIA | Saia Inc | $9,687 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown Inc | $9,623 | 0.00% | 150 | -100 | -40.0% | -$6,415 | 减仓 |
| AMH | American Homes 4 Rent | $9,620 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| CR | Crane Co | $9,592 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| WTRG | Essential Utilities Inc | $9,578 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LFUS | Littlefuse Inc | $9,562 | 0.00% | 21 | 0 | 0.0% | — | 不变 |