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BRIDGES INVESTMENT MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BRIDGES INVESTMENT MANAGEMENT INC
报告期 2026-03-31 · CIK 0001007295
持仓数
396
前50大市值合计
$6.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 6
增持 67
减持 73
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
+$111.3M
936,839
-1%
减持
NVDA
NVIDIA CORPORATION
+$76.3M
1,550,657
-0%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$53.7M
303,336
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+7%
增持
AMZN
AMAZON.COM INC
+$53.5M
1,472,534
+4%
减持
AAPL
APPLE INC
-$52.3M
1,529,670
-7%
减持
AVGO
BROADCOM INC
+$41.4M
393,367
-2%
增持
META
META PLATFORMS INC
+$36.7M
184,759
+7%
减持
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
-$32.2M
382
-2%
减持
GOOGL
ALPHABET INC CL A
+$31.2M
1,598,545
-1%
减持
ATR
APTARGROUP INC
-$26.0M
36,566
-83%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$23.5M
381,044
-3%
减持
JPM
JPMORGAN CHASE & CO COM
+$23.4M
530,730
-0%
减持
PANW
PALO ALTO NETWORKS INC COM
+$22.9M
698,318
-1%
增持
CDNS
CADENCE DESIGN SYSTEMS INC COM
+$20.3M
174,072
+33%
增持
IJH
ISHARES CORE S&P MID CAP ETF
+$18.9M
4,581,466
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$17.5M
192,841
+6%
增持
SYK
STRYKER CORP COM
+$16.5M
95,738
+67%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$16.4M
3,226,154
+2%
减持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$16.1M
3,080,951
-2%
增持
LAD
LITHIA MTRS INC CL A
+$15.5M
255,599
+6%
减持
NOW
SERVICENOW INC COM
+$15.1M
65,990
-0%
增持
URI
UNITED RENTALS INC COM
+$13.9M
67,713
+14%
增持
BWXT
BWX TECHNOLOGIES INC
+$13.6M
288,401
+2%
减持
CASY
CASEYS GEN STORES COM
+$12.9M
174,923
-1%
增持
TMO
THERMO FISHER SCIENTIFIC
-$11.6M
143,614
+2%
减持
CPRT
COPART INC
-$10.9M
726,009
-12%
减持
KLAC
KLA CORP COM
+$10.7M
51,207
-1%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
+$10.2M
205,988
-4%
增持
FND
FLOOR & DECOR HOLDINGS INC-A
+$9.3M
461,795
+44%
增持
ISRG
INTUITIVE SURGICAL, INC.
+$9.0M
173,388
+1%
增持
CHE
CHEMED CORP COM
-$8.9M
71,492
+1%
增持
ULTA
ULTA SALON COSMETICS & FRAGRAN
+$8.6M
82,292
+1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$8.4M
1,447,377
+1%
减持
BLK
BLACKROCK INC
+$7.7M
86,470
-1%
减持
GOOG
ALPHABET INC CL C
+$7.6M
374,707
-1%
减持
PGR
PROGRESSIVE CORP
-$7.0M
404,372
-0%
减持
APH
AMPHENOL CORP CL A
+$6.6M
211,446
-3%
增持
MA
MASTERCARD
+$5.5M
394,630
+0%
减持
INTU
INTUIT INC
+$5.0M
31,279
-2%
减持
ABBV
ABBVIE INC
-$5.0M
189,972
-1%
减持
AMT
AMERICAN TOWER CORP COM
-$4.9M
57,696
-29%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$4.8M
784,671
-1%
减持
UNP
UNION PACIFIC CORP COM
-$4.7M
671,927
-0%
减持
PEP
PEPSICO INC COM
-$4.6M
206,828
-3%
减持
USB
U.S. BANCORP COM (NEW)
+$4.4M
1,494,949
-0%
增持
VO
VANGUARD MID-CAP INDEX FUND -E
+$4.3M
59,883
+24%
增持
LOW
LOWES COMPANIES COM
-$4.1M
370,974
+0%
减持
CTAS
CINTAS CORP COM
+$4.0M
270,631
-1%
增持
CVX
CHEVRON CORP COM
-$3.5M
148,448
+0%
减持
WFC
WELLS FARGO & CO DEL COM
+$3.5M
651,917
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE INC.
+$3.4M
382,126
-1%
减持
AMGN
AMGEN INC COM
-$3.4M
91,278
-2%
减持
SPGI
S & P GLOBAL INC
+$3.4M
201,265
-0%
减持
EOG
EOG RESOURCES INC.
-$3.3M
366,794
-0%
减持
—
ALCON AG ORD SHS
-$3.2M
440,438
-1%
增持
CSL
CARLISLE COMPANIES INCORPORATE
+$3.1M
46,093
+11%
减持
MCD
MCDONALDS CORP COM
-$3.0M
94,402
-4%
减持
ZTS
ZOETIS INC
-$3.0M
267,452
-2%
减持
IEMG
ISHARES CORE MSCI EMERGING MKT
+$2.4M
411,850
-0%
减持
MRSH
MARSH & MCLENNAN COS COM
-$2.4M
73,019
-3%
减持
—
EATON CORP PLC
+$2.4M
28,161
-0%
增持
VB
VANGUARD SMALL CAP INDEX FUND
+$2.3M
41,071
+23%
增持
FIX
COMFORT SYS USA INC COM
+$2.1M
8,227
+15%
减持
COST
COSTCO WHOLESALE CORP
+$1.9M
47,145
-0%
减持
TPL
TEXAS PACIFIC LAND CORP
-$1.8M
2,219
-29%
增持
ADSK
AUTODESK INC
+$1.7M
13,418
+45%
减持
ORCL
ORACLE CORP COM
+$1.7M
22,089
-2%
减持
—
ACCENTURE PLC F CLASS A
-$1.7M
59,952
-5%
增持
POOL
POOL CORP
-$1.6M
72,202
+2%
减持
VOO
VANGUARD S&P 500 ETF
+$1.5M
29,366
-1%
减持
PH
PARKER-HANNIFIN CORP
+$1.4M
17,640
-1%
减持
PLD
PROLOGIS INC COM
-$1.4M
129,638
-4%
增持
APG
API GROUP CORP STOCK
+$1.4M
70,610
+15%
增持
ODFL
OLD DOMINION FREIGHT LINE, INC
-$1.4M
688,961
+1%
清仓
CGNX
COGNEX CORP COM
-$1.3M
0
-100%
增持
EVR
EVERCORE PARTNERS INC CL A
+$1.2M
12,698
+15%
增持
—
GMS INC COM
+$1.2M
26,255
+15%
减持
EIPI
First Trust Energy Income Part
-$1.2M
121,300
-31%
增持
IWR
ISHARES RUSSELL MID CAP ETF
+$1.1M
147,810
+1%
建仓
XPO
XPO INC COM
+$996.6K
7,891
增持
BMI
BADGER METER INC COM
+$965.8K
12,276
+14%
减持
—
EXXON MOBIL CORP COM
-$947.6K
75,584
-1%
减持
PM
PHILIP MORRIS INTERNATIONAL IN
+$900.1K
61,488
-5%
增持
WMS
ADVANCED DRAIN SYSTEMS INC COM
+$896.3K
21,162
+50%
增持
BAC
BANK OF AMERICA CORPORATION
+$883.7K
52,424
+37%
减持
TGT
TARGET CORP COM
-$877.9K
119,160
-2%
减持
HD
HOME DEPOT INC COM
-$858.2K
103,724
-2%
减持
WMT
WALMART INC
+$840.7K
86,770
-0%
减持
BDX
BECTON DICKINSON & CO COM
-$839.4K
14,514
-0%
增持
IVW
ISHARES S&P 500 GROWTH INDEX F
+$820.9K
46,875
+0%
增持
IWB
ISHARES RUSSELL 1000 ETF
+$816.9K
21,557
+2%
增持
ACLS
AXCELIS TECHNOLOGIES INC COM N
+$793.9K
29,775
+15%
减持
SHW
SHERWIN WILLIAMS CO COM
-$756.4K
82,783
-1%
增持
COF
CAPITAL ONE FINANCIAL COM
+$745.8K
11,202
+23%
增持
CELH
CELSIUS HOLDINGS INC NEW
+$743.6K
49,774
+13%
减持
HSY
HERSHEY COMPANY
-$735.6K
64,883
-4%
减持
V
VISA INC. CLASS A
-$734.2K
420,172
-2%
减持
DIS
DISNEY (WALT)
+$706.8K
28,515
-1%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$665.6K
377,072
-2%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$654.2K
0
-100%
增持
XPEL
XPEL INC
+$636.7K
60,964
+15%
建仓
—
ALLEGION PLC
+$628.9K
4,364
减持
MRK
MERCK & CO INC COM
-$612.4K
56,268
-0%
减持
PG
PROCTER & GAMBLE CO COM
-$600.3K
41,859
-2%
增持
STT
STATE STREET CORP COM
+$598.8K
32,796
+2%
减持
TSLA
TESLA INC
+$594.5K
12,484
-4%
减持
QDF
FLEXSHARES QUALITY DIVIDEND IN
+$591.9K
124,121
-0%
增持
EEM
ISHARES MSCI EMERGING MKTS ETF
+$578.1K
117,111
+1%
增持
NMIH
NMI HLDGS INC CL A
+$572.7K
52,231
+15%
增持
CLH
CLEAN HARBORS INC
+$564.0K
9,309
+16%
增持
GE
GE AEROSPACE COM NEW
+$563.5K
9,540
+1%
减持
BA
BOEING CO COM
+$558.5K
14,774
-1%
增持
HWKN
HAWKINS INC COM
+$539.1K
10,718
+15%
减持
GEV
GE VERNOVA INC
+$531.1K
2,675
-8%
减持
CSCO
CISCO SYS INC COM
+$525.7K
72,187
-1%
增持
CACI
CACI INTL INC CL A
+$523.4K
3,287
+16%
建仓
—
FIVE FOUNTAINS APARTMENTS, LLC
+$500.0K
791
增持
HON
HONEYWELL INTERNATIONAL INC CO
+$493.3K
22,452
+0%
增持
DFIN
DONNELLEY FINL SOLUTIONS INC C
+$492.1K
20,684
+15%
增持
JNJ
JOHNSON & JOHNSON COM
-$474.0K
77,996
+4%
减持
BKNG
BOOKING HOLDINGS INC
+$467.0K
469
-4%
增持
ABG
ASBURY AUTOMOTIVE GROUP INC CO
+$462.1K
9,937
+15%
建仓
HLT
HILTON WORLDWIDE HOLDINGS INC
+$456.8K
1,715
增持
VUG
VANGUARD GROWTH ETF
+$452.3K
5,870
+3%
增持
AZO
AUTOZONE INC COM
-$445.4K
8,335
+1%
清仓
APP
APPLOVIN CORP CL A
-$444.6K
0
-100%
增持
LECO
LINCOLN ELECTRIC HOLDINGS
+$436.7K
12,767
+9%
增持
FOXF
FOX FACTORY HLDG CORP COM
+$419.1K
73,251
+15%
增持
LLY
LILLY ELI & CO COM
-$410.8K
11,047
+1%
增持
TRGP
TARGA RESOURCES
-$400.7K
15,258
+0%
增持
RTX
RTX CORPORATION COM
+$398.7K
29,160
+0%
减持
ROP
ROPER TECHNOLOGIES INC
-$389.2K
4,746
-9%
增持
DT
DYNATRACE INC
+$383.8K
28,193
+13%
减持
ABT
ABBOTT LABS COM
+$378.5K
244,639
-1%
建仓
CVNA
CARVANA CO CL A
+$377.7K
1,121
增持
GGG
GRACO INC COM
+$376.8K
139,235
+0%
减持
IBM
INTERNATIONAL BUS MACH COM
+$375.3K
10,499
-4%
增持
FFIN
FIRST FINL BANKSHARES INC
+$371.2K
61,871
+20%
减持
ADP
AUTOMATIC DATA PROCESSING COM
-$368.7K
97,652
-2%
增持
KNSL
KINSALE CAP GROUP INC COM
+$360.9K
5,801
+15%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$357.7K
25,079
-1%
减持
TXN
TEXAS INSTRUMENTS INC COM
+$350.7K
30,267
-8%
减持
—
LINDE PLC
-$346.6K
52,298
-2%
增持
REM
ISHARES MORTGAGE REAL ESTATE E
+$345.7K
66,044
+39%
清仓
—
DISCOVER FINANCIAL SERVICES CO
-$344.8K
0
-100%
增持
TMHC
TAYLOR MORRISON HOME CORP - A
+$341.6K
36,241
+15%
建仓
VRT
VERTIV HOLDINGS CO CL A
+$330.8K
2,576
增持
CNX
CNX RESOURCES CORP
+$330.0K
51,552
+15%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$327.0K
6,458
+5%
增持
C
CITIGROUP INC COM
+$324.0K
11,012
+27%
