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 |
|---|---|---|---|---|---|---|---|---|
| KR | Kroger Co | $9,551 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| DINO | HF Sinclair Corp | $9,542 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| EGP | EastGroup Properties, Inc | $9,519 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CAH | Cardinal Health Inc | $9,502 | 0.00% | 40 | 5 | 14.3% | $1,188 | 加仓 |
| DPZ | Domino's Pizza Inc | $9,473 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BMRN | BioMarin Pharmaceutical Inc | $9,441 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| WEN | The Wendy's Co | $9,426 | 0.00% | 1,137 | 0 | 0.0% | — | 不变 |
| WMS | Advanced Drainage Systems Inc | $9,418 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AYI | Acuity Inc. | $9,417 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WTS | Watts Water Technologies, Inc. | $9,395 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VIAV | Viavi Solutions Inc | $9,311 | 0.00% | 195 | 55 | 39.3% | $2,626 | 加仓 |
| EG | Everest Group Ltd | $9,288 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SF | Stifel Financial Corp | $9,279 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| CACI | CACI International Inc | $9,265 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CG | The Carlyle Group | $9,264 | 0.00% | 220 | -10 | -4.3% | -$421 | 减仓 |
| TKO | TKO Group Holdings Inc | $9,260 | 0.00% | 46 | 3 | 7.0% | $604 | 加仓 |
| ARW | Arrow Electronics Inc | $9,177 | 0.00% | 43 | -4 | -8.5% | -$854 | 减仓 |
| LDOS | Leidos Holdings Inc. | $9,164 | 0.00% | 89 | -1 | -1.1% | -$103 | 减仓 |
| WTFC | Wintrust Financial Corp | $9,161 | 0.00% | 57 | -2 | -3.4% | -$321 | 减仓 |
| — | Arcosa Inc | $9,153 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VAW | Vanguard Materials ETF | $9,152 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VONV | Vanguard Russell 1000 Value | $9,143 | 0.00% | 86 | 86 | — | $9,143 | 新建仓 |
| VTWO | Vanguard Russell 2000 Index Fund | $9,107 | 0.00% | 75 | 21 | 38.9% | $2,550 | 加仓 |
| GWRE | Guidewire Software Inc | $9,106 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SMCI | Super Micro Computer Inc | $9,092 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| AR | Antero Resources Corp | $9,066 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| DCI | Donaldson Co Inc | $8,977 | 0.00% | 100 | -1 | -1.0% | -$90 | 减仓 |
| R | Ryder System, Inc | $8,968 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LYB | Lyondellbasell Industries CL-A | $8,951 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| EHC | Encompass Health Corp | $8,895 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | TopBuild Corp - W/I | $8,863 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $8,862 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| ALLE | Allegion Public Limited Company | $8,851 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| REG | Regency Centers Corp | $8,851 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| CFR | Cullen/Frost Bankers Inc | $8,808 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| HL | Hecla Mining Co | $8,795 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| COKE | Coca-Cola Consolidated Inc | $8,782 | 0.00% | 46 | -4 | -8.0% | -$764 | 减仓 |
| SCI | Service Corp Intl | $8,735 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ZION | Zions Bancorp NA | $8,718 | 0.00% | 126 | 6 | 5.0% | $415 | 加仓 |
| OGE | OGE Energy Corp | $8,710 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| IBIT | iShares Bitcoin Trust ETF | $8,689 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| FIVE | Five Below Inc | $8,630 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AMKR | Amkor Technology, Inc. | $8,623 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVY | Avery Dennison Corp | $8,605 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| TRMB | Trimble Inc | $8,598 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Large-Cap ETF | $8,598 | 0.00% | 25 | 23 | 1,150.0% | $7,910 | 加仓 |
| AFG | American Financial Group | $8,536 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| BRX | Brixmor Property Group Inc REIT | $8,513 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| SSB | Southstate Bank Corporation | $8,492 | 0.00% | 85 | -2 | -2.3% | -$200 | 减仓 |
| TYL | Tyler Technologies Inc | $8,481 | 0.00% | 29 | -25 | -46.3% | -$7,311 | 减仓 |
| RVTY | Revvity Inc | $8,456 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica Inc. | $8,449 | 0.00% | 74 | -2 | -2.6% | -$228 | 减仓 |
| CNH | CNH Industrial NV | $8,423 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| HALO | Halozyme Therapeutics Inc | $8,375 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| CPT | Camden Property Trust | $8,358 | 0.00% | 73 | -2 | -2.7% | -$229 | 减仓 |
| DOC | HealthPeak Properties Inc | $8,346 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| FLS | Flowserve Corp | $8,306 | 0.00% | 112 | -2 | -1.8% | -$148 | 减仓 |
| OSK | Oshkosh Truck Corp | $8,288 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SJM | The J. M. Smucker Company | $8,213 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| USMV | iShares MSCI USA Minimum Volatility ETF | $8,199 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| BBY | Best Buy Co Inc | $8,195 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| ENS | EnerSys | $8,184 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| TTC | Toro Co Common | $8,183 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | Chart Industries Inc | $8,149 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| DECK | Deckers Outdoor Corp | $8,142 | 0.00% | 82 | -2 | -2.4% | -$199 | 减仓 |
| TKR | The Timken Company | $8,138 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PNR | Pentair PLC | $8,126 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| AMG | Affliated Managers | $8,122 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ALGN | Align Technology, Inc. | $8,096 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MUSA | Murphy USA Inc | $8,083 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PNW | Pinnacle West Capital Corporation | $8,025 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| COLB | Columbia Banking System Inc | $8,013 | 0.00% | 250 | -5 | -2.0% | -$160 | 减仓 |
| ORI | Old Republic International Corporation | $7,979 | 0.00% | 195 | -5 | -2.5% | -$205 | 减仓 |
| CSGP | CoStar Group Inc | $7,930 | 0.00% | 280 | -146 | -34.3% | -$4,135 | 减仓 |
| CTRE | CareTrust REIT Inc | $7,868 | 0.00% | 195 | 5 | 2.6% | $202 | 加仓 |
| DOCU | DocuSign, Inc | $7,862 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| CUBE | CubeSmart | $7,835 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| ACM | AECOM | $7,818 | 0.00% | 112 | -5 | -4.3% | -$349 | 减仓 |
| NNN | NNN REIT Inc | $7,817 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| RRC | Range Resources Corp | $7,810 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| CYTK | Cytokinetics Inc | $7,752 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| KTOS | Kratos Defense & Security Solutions Inc | $7,728 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| WAL | Western Alliance Bancorp | $7,727 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| CNM | Core & Main Inc | $7,720 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ENSG | The Ensign Group Inc | $7,694 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PRI | Primerica Inc | $7,673 | 0.00% | 27 | -2 | -6.9% | -$568 | 减仓 |
| UDR | UDR Inc | $7,625 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| AAON | AAON Inc | $7,612 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AHR | American Healthcare REIT Inc | $7,562 | 0.00% | 145 | 10 | 7.4% | $522 | 加仓 |
| GDDY | GoDaddy Inc | $7,554 | 0.00% | 89 | -55 | -38.2% | -$4,668 | 减仓 |
| DAR | Darling International Inc | $7,538 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| SSD | Simpson Manufacturing Co Inc | $7,537 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| GMED | Globus Med Inc | $7,506 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| GME | Gamestop Corp CL A New | $7,397 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| ONB | Old National Bancorp | $7,382 | 0.00% | 285 | -15 | -5.0% | -$389 | 减仓 |
| MANH | Manhattan Associates Inc | $7,380 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| FORM | FormFactor Inc | $7,357 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ALV | Autoliv Inc | $7,319 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ALGM | Allegro MicroSystems Inc | $7,310 | 0.00% | 105 | 20 | 23.5% | $1,392 | 加仓 |
| PODD | Insulet Corp | $7,308 | 0.00% | 48 | 0 | 0.0% | — | 不变 |