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NICOLET BANKSHARES INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NICOLET BANKSHARES INC
报告期 2026-03-31 · CIK 0001174850
持仓数
562
前50大市值合计
$1.82B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 3
增持 19
减持 112
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$8.0M
27,299
-80%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$3.1M
12,158
-70%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$2.9M
1,121,016
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。
-1%
增持
AVRE
AVANTIS INVESTORS
+$2.6M
120,506
+150%
增持
VGLT
VANGUARD LONG-TERM TREASURY INDEX FD
+$2.5M
103,821
+103%
减持
AAPL
APPLE INC
-$1.9M
74,470
-15%
减持
MSFT
MICROSOFT CORP
-$1.0M
31,698
-21%
减持
SPY
SPDR S&P 500 ETF TRUST
-$732.7K
18,375
-5%
减持
IVW
ISHARES S&P 500 BARRA GROWTH INDEX FUND
-$620.1K
133,114
-4%
增持
VOO
VANGUARD S&P 500 ETF
+$610.4K
14,479
+16%
增持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$535.3K
434,481
+1%
清仓
BBAG
J P MORGAN BetaBuilders
-$527.9K
0
-100%
减持
EFA
ISHARES MSCI EAFE INDEX FD
-$509.8K
67,602
-5%
减持
NEE
NEXTERA ENERGY INC
-$446.0K
14,080
-36%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
-$392.3K
135,137
-17%
减持
NSC
NORFOLK SOUTHN CORP
-$392.1K
5,004
-51%
增持
AMLP
ALPS ETF TR ALERIAN MLP ETF NEW
+$385.7K
86,947
+4%
减持
CRM
SALESFORCE, INC.
-$376.8K
8,751
-34%
减持
GOOG
ALPHABET INC CAP STK CL C
+$376.1K
35,747
-28%
减持
CMG
CHIPOTLE MEXICAN GRILL INC-CL A
-$352.3K
831
-34%
减持
ABT
ABBOTT LABS
-$327.7K
26,296
-22%
减持
—
JPM ALERIAN MLP INDEX ETN
+$321.2K
333,920
-3%
清仓
SHOP
SHOPIFY INC
-$313.2K
0
-100%
清仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
-$310.4K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS ULTRA SHORT BD ETF
-$302.3K
0
-100%
减持
CVS
CVS HEALTH CORPORATION
-$301.5K
16,144
-44%
增持
VO
VANGUARD MID-CAP ETF
+$300.6K
4,963
+49%
减持
AMZN
AMAZON.COM INC
-$291.1K
33,569
-32%
清仓
JPST
JPMORGAN ULTRA SHORT INC ETF
-$281.1K
0
-100%
减持
VTV
VANGUARD VALUE ETF
-$276.3K
21,879
-6%
减持
DIS
DISNEY WALT CO
-$266.5K
7,884
-33%
清仓
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
-$262.7K
0
-100%
清仓
SCHO
SCHWAB SHORT TERM US TREAS TAX ETF
-$255.7K
0
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FD
-$249.8K
20,559
-1%
清仓
SCHI
SCHWAB STRATEGIC TR 5 -10 YR CORPORATE BD ETF
-$247.1K
0
-100%
减持
DE
DEERE & CO
-$243.9K
4,920
-22%
减持
EL
LAUDER ESTEE COS INC
-$240.2K
4,471
-32%
减持
MCD
MCDONALDS CORP
-$237.2K
8,654
-15%
清仓
BAC
BANK AMER CORP
-$235.2K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP
-$231.9K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS, INC.
-$229.9K
6,862
-36%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$229.5K
0
-100%
减持
SLB
SCHLUMBERGER LTD
+$229.0K
22,369
-29%
清仓
VEU
VANGUARD FTSE ALL-WORLD EX-U
-$225.1K
0
-100%
减持
ADBE
ADOBE SYS INC
-$222.6K
4,198
-25%
减持
—
BLACKROCK, INC
-$222.4K
717
-49%
建仓
COP
CONOCOPHILLIPS
+$222.3K
1,856
减持
BA
BOEING CO
-$220.3K
4,302
-30%
减持
HON
HONEYWELL INTL INC
-$218.1K
7,815
-27%
建仓
PSX
PHILLIPS 66 COM
+$213.0K
1,773
清仓
AMD
ADVANCED MICRO DEVICES INC
-$211.9K
0
-100%
减持
SNDR
SCHNEIDER NATIONAL INC
-$211.6K
66,000
-7%
清仓
—
HOLOGIC INC
-$209.7K
0
-100%
建仓
XLE
ENERGY SELECT SECTOR SPDR
+$208.8K
2,310
减持
IWD
ISHARES RUSSELL 1000 VALUE INDEX FUND
-$208.4K
13,530
-6%
清仓
NAVI
NAVIENT CORP
-$204.8K
0
-100%
增持
IVE
ISHARES S&P 500/VALUE
-$202.8K
33,275
+1%
清仓
VEEV
VEEVA SYS INC CL A COM
-$202.1K
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$201.5K
7,017
-9%
减持
NKE
NIKE INC
-$197.1K
10,151
-4%
减持
WEC
WEC ENERGY GROUP INC
-$193.7K
23,083
-1%
增持
IEMG
ISHARES CORE MSCI EMK ETF
+$193.6K
9,844
+77%
减持
PANW
PALO ALTO NETWORKS INC
-$193.4K
6,050
-28%
减持
JPM
JPMORGAN CHASE & CO
-$192.3K
23,823
-27%
减持
IWM
ISHARES RUSSELL 2000 INDEX FD
-$190.4K
9,478
-5%
减持
ADI
ANALOG DEVICES INC
-$187.7K
8,373
-25%
减持
NVDA
NVIDIA CORP
-$181.1K
10,267
-30%
减持
SDY
SPDR S&P DIVIDEND
-$179.3K
3,626
-25%
减持
PG
PROCTER & GAMBLE CO
-$173.0K
19,511
-12%
减持
T
AT&T INC
-$163.7K
26,150
-45%
减持
PFE
PFIZER INC
-$160.9K
39,528
-22%
增持
BDX
BECTON DICKINSON & CO
+$160.3K
1,481
+76%
减持
META
META PLATFORMS INC CL A
-$159.0K
6,287
-36%
减持
AMT
AMERICAN TOWER CORP
-$158.6K
5,932
-31%
减持
CVX
CHEVRON CORPORATION
+$152.1K
11,269
-12%
减持
LOW
LOWES COS INC
-$145.5K
5,125
-4%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$142.2K
4,469
-5%
减持
KO
COCA COLA CO
-$142.1K
37,884
-14%
减持
IVV
ISHARES CORE S&P 500 ETF
-$138.4K
7,760
-0%
减持
V
VISA INC CL A
-$131.1K
4,573
-8%
减持
INTU
INTUIT
+$124.8K
2,409
-0%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$118.1K
21,830
-19%
减持
TFC
TRUIST FINL CORP
+$115.5K
30,801
-17%
减持
GWW
GRAINGER W W INC
-$112.9K
1,531
-17%
减持
ICE
INTERCONTINENTAL EXCHANGE, INC
-$111.0K
11,318
-29%
减持
JNJ
JOHNSON & JOHNSON
-$110.3K
8,647
-2%
减持
HAL
HALLIBURTON CO
+$109.4K
16,620
-38%
减持
COST
COSTCO WHOLESALE CORP
+$107.3K
7,533
-19%
减持
SBUX
STARBUCKS CORP
-$106.3K
4,553
-14%
减持
FISV
FISERV INC
-$106.0K
6,764
-2%
减持
AES
AES CORP
-$104.1K
17,157
-3%
减持
DHR
DANAHER CORP
-$103.9K
5,927
-10%
增持
GSK
GSK PLC
+$102.8K
24,913
+11%
减持
RTX
RTX CORPORATION
-$97.1K
3,576
-1%
减持
VOOG
VANGUARD S&P 500 GROWTH INDX ETF
-$95.1K
2,986
-9%
减持
—
EXXON MOBIL CORP
+$94.6K
26,309
-18%
增持
ORCL
ORACLE CORPORATION
-$93.2K
8,809
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$91.8K
898
-10%
增持
VUG
VANGUARD GROWTH ETF
+$91.4K
6,029
+10%
减持
MA
MASTERCARD INC
+$89.5K
7,433
-25%
减持
LLY
LILLY (ELI) & CO
+$87.7K
1,590
-3%
减持
EOG
EOG RES INC
+$77.5K
7,315
-30%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$76.8K
6,427
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$72.7K
8,155
-10%
减持
VV
VANGUARD LARGE-CAP ETF
-$67.8K
9,411
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$67.7K
9,277
-26%
减持
—
ASML HOLDING NV NY REGISTRY SHS
-$65.0K
414
-3%
减持
UPS
UNITED PARCEL SVC INC
-$61.4K
2,387
-1%
减持
MDLZ
MONDELEZ INTL INC CL A
-$60.0K
22,202
-30%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$58.7K
2,293
-2%
减持
BIIB
BIOGEN INC
-$58.5K
2,751
-32%
减持
GD
GENERAL DYNAMICS CORP
+$58.0K
5,612
-25%
减持
UNH
UNITEDHEALTH GROUP INC
+$55.9K
2,436
-0%
减持
KMB
KIMBERLY CLARK CORP
-$55.7K
3,132
-0%
减持
HD
HOME DEPOT INC
-$51.3K
6,331
-17%
减持
ROK
ROCKWELL AUTOMATION, INC
-$48.6K
738
-6%
减持
FCX
FREEPORT-MCMORAN INC
-$48.6K
12,206
-31%
减持
YUM
YUM! BRANDS INC
-$46.3K
3,093
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$44.7K
2,090
-1%
减持
SYK
STRYKER CORP
-$43.7K
1,278
-1%
减持
CDW
CDW CORP
+$42.1K
3,651
-37%
减持
CMCSA
COMCAST CORP CL A
-$41.7K
26,502
-33%
减持
PM
PHILIP MORRIS INTL INC
-$39.8K
6,742
-1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$38.7K
3,050
-4%
减持
FDX
FEDEX CORPORATION
+$37.7K
2,442
-20%
减持
PFG
PRINCIPAL FINL GROUP INC
-$36.3K
5,808
-3%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$34.4K
7,125
+6%
减持
COR
CENCORA, INC.
-$34.0K
3,979
-35%
减持
INTC
INTEL CORP
-$33.5K
12,258
-13%
增持
PEP
PEPSICO INC
-$33.4K
9,278
+7%
减持
GPN
GLOBAL PMTS INC
+$31.5K
3,034
-6%
增持
AMG
AFFILIATED MANAGERS GROUP
-$30.7K
1,798
+2%
减持
CSCO
CISCO SYSTEMS INC
+$29.6K
23,977
-28%
减持
TJX
TJX COS INC
+$29.3K
13,863
-27%
减持
ACIW
ACI WORLDWIDE INC
-$27.4K
12,551
-6%
减持
AME
AMETEK INC
-$26.7K
1,779
-1%
减持
BX
BLACKSTONE INC
+$25.6K
8,416
-41%
减持
AFL
AFLAC INC
+$24.9K
3,782
-1%
减持
SCHE
SCHWAB EMERG MARKETS EQUITY ETF
-$24.1K
16,024
-3%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$24.1K
9,908
-2%
减持
—
EATON CORP PLC SHS
+$23.9K
4,456
-3%
增持
CPRT
COPART INC
-$23.0K
9,144
+100%
减持
QCOM
QUALCOMM INC
-$21.9K
2,291
-1%
减持
UNP
UNION PAC CORP
-$20.5K
3,779
-2%
减持
MO
ALTRIA GROUP INC
-$20.0K
5,110
-1%
增持
TROW
T ROWE PRICE GROUP INC
-$16.6K
3,378
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$14.9K
604
-0%
减持
—
DUPONT DE NEMOURS INC
+$14.1K
8,887
-30%
减持
BBWI
BATH & BODY WORKS INC
+$10.6K
11,102
-29%
增持
VB
VANGUARD SMALL-CAP ETF
-$9.8K
2,130
+3%
