小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 18
增持 71
减持 57
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORP
+$4.2M
10,586
-2%
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$3.6M
1,103,040
-1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$2.5M
22,500
+16%
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。
减持
VOE
VANGUARD MID-CAP VALUE INDEX
-$2.4M
8,812
-66%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$2.3M
407,563
-3%
减持
AAPL
APPLE INC
-$1.7M
74,296
-1%
增持
MSFT
MICROSOFT CORP
+$1.5M
32,333
+0%
增持
IVW
ISHARES S&P 500 BARRA GROWTH INDEX FUND
+$1.3M
128,149
+1%
增持
AMZN
AMAZON.COM INC
+$1.1M
35,072
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$905.5K
12,755
+7%
增持
META
META PLATFORMS INC CL A
+$902.5K
6,795
+0%
建仓
POCT
INNOVATOR ETFS TRUST
+$892.9K
23,818
减持
VGLT
VANGUARD LONG-TERM TREASURY INDEX FD
-$811.7K
33,797
-26%
增持
AMLP
ALPS ETF TR ALERIAN MLP ETF NEW
+$769.6K
91,095
+9%
增持
TLH
ISHARES TR
+$730.3K
37,996
+26%
减持
JPM
JPMORGAN CHASE & CO
+$719.1K
25,006
-1%
增持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FD
+$685.4K
19,863
+0%
建仓
IWP
ISHARES RUSSELL MIDCAP GROWTH INDEX FD
+$605.5K
5,305
增持
IVV
ISHARES CORE S&P 500 ETF
+$578.0K
10,925
+1%
增持
COST
COSTCO WHOLESALE CORP
+$542.2K
7,300
+0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC-CL A
+$539.9K
860
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$465.4K
37,095
+1%
清仓
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND
-$465.3K
0
-100%
清仓
ESGD
ISHARES TR
-$444.0K
0
-100%
增持
MA
MASTERCARD INC
+$439.3K
7,800
+0%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$412.6K
2,999
-30%
增持
IWD
ISHARES RUSSELL 1000 VALUE INDEX FUND
+$403.4K
14,860
+9%
增持
EFA
ISHARES MSCI EAFE INDEX FD
+$402.0K
68,521
+2%
减持
—
EXXON MOBIL CORP
+$386.5K
25,881
-1%
增持
—
EATON CORP PLC SHS
+$361.5K
4,588
+3%
增持
ADBE
ADOBE SYS INC
-$356.3K
4,249
+1%
建仓
IWS
ISHARES RUSSELL MIDCAP VALUE INDEX FD
+$331.4K
2,644
增持
PG
PROCTER & GAMBLE CO
+$315.9K
19,701
+0%
减持
BA
BOEING CO
-$303.4K
4,360
-1%
增持
LLY
LILLY (ELI) & CO
+$300.7K
1,476
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$298.4K
116,706
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$296.8K
6,223
-4%
建仓
BUFC
AB ACTIVE ETFS INC
+$293.8K
8,048
减持
CRM
SALESFORCE, INC.
+$291.1K
8,537
-1%
减持
GWW
GRAINGER W W INC
+$280.9K
1,542
-1%
减持
GUNR
FLEXSHARES MSTAR GBL UPSTRM ETF
-$263.0K
18,221
-26%
建仓
GE
GE AEROSPACE
+$257.5K
1,467
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$255.5K
9,519
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$255.3K
21,518
+0%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$251.1K
33,650
+13%
清仓
XLC
SPDR COMMUNICATION SERVICES ETF
-$249.2K
0
-100%
减持
DIS
DISNEY WALT CO
+$236.3K
8,108
-3%
建仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$233.2K
2,227
减持
CAT
CATERPILLAR INC
+$230.3K
3,284
-0%
减持
VTV
VANGUARD VALUE ETF
+$229.0K
20,501
-1%
增持
IEMG
ISHARES CORE MSCI EMK ETF
+$227.8K
15,361
+38%
建仓
SCHD
SCHWAB STRATEGIC TR
+$227.3K
2,819
建仓
AVGO
BROADCOM INC
+$225.3K
170
建仓
VOT
VANGUARD MID-CAP GROWTH INDE
+$223.3K
947
建仓
VEEV
VEEVA SYS INC CL A COM
+$222.4K
960
建仓
MAS
MASCO CORP
+$220.0K
2,789
建仓
XLE
ENERGY SELECT SECTOR SPDR
+$218.1K
2,310
增持
WMT
WALMART INC
+$214.8K
21,732
+214%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-U
+$214.1K
7,166
+95%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$212.8K
649
清仓
BBAG
J P MORGAN BetaBuilders
-$210.4K
0
-100%
建仓
PTC
PTC INC
+$208.8K
1,105
建仓
XLK
SELECT SECTOR SPDR TR
+$208.3K
1,000
建仓
TSCO
TRACTOR SUPPLY CO
+$208.1K
795
减持
HD
HOME DEPOT INC
+$204.3K
7,160
-2%
建仓
ECL
ECOLAB INC
+$201.3K
872
建仓
TGT
TARGET CORP
+$200.2K
1,130
增持
WFC
WELLS FARGO & COMPANY
+$177.6K
16,581
+4%
减持
—
LAM RESH CORP
+$169.5K
1,000
-2%
增持
GSK
GSK PLC
+$168.2K
27,105
+1%
减持
MCD
MCDONALDS CORP
-$163.1K
8,594
-1%
减持
FISV
FISERV INC
+$154.7K
6,590
-3%
减持
LOW
LOWES COS INC
+$154.2K
5,028
-1%
减持
ORCL
ORACLE CORPORATION
+$153.6K
9,283
-3%
增持
ABBV
ABBVIE INC
+$152.8K
5,437
+1%
减持
COR
CENCORA, INC.
+$152.2K
4,107
-0%
减持
—
JPM ALERIAN MLP INDEX ETN
+$143.2K
294,663
-9%
增持
FIS
FIDELITY NATL INFORMATION
+$142.9K
9,665
+1%
增持
CDW
CDW CORP
+$134.2K
3,974
+2%
增持
TJX
TJX COS INC
+$127.2K
14,511
+1%
增持
BIIB
BIOGEN INC
-$125.2K
3,094
+1%
增持
DHR
DANAHER CORP
+$117.8K
6,134
+0%
增持
NSC
NORFOLK SOUTHN CORP
+$116.2K
5,260
+2%
减持
GD
GENERAL DYNAMICS CORP
+$114.7K
5,855
-1%
增持
ABT
ABBOTT LABS
+$114.5K
27,608
+1%
增持
TFC
TRUIST FINL CORP
+$111.0K
31,834
+4%
增持
KO
COCA COLA CO
+$108.3K
38,834
+1%
增持
AMAT
APPLIED MATLS INC
+$106.1K
1,985
+6%
减持
VV
VANGUARD LARGE-CAP ETF
+$104.5K
8,802
-4%
增持
ZBH
ZIMMER BIOMET HOLDINGS, INC.
+$103.9K
7,161
+4%
增持
CVX
CHEVRON CORPORATION
+$98.8K
11,094
+0%
减持
ICE
INTERCONTINENTAL EXCHANGE, INC
+$97.9K
11,905
-1%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$97.2K
22,940
+3%
增持
AMT
AMERICAN TOWER CORP
-$95.9K
6,341
+1%
增持
V
VISA INC CL A
+$94.3K
4,744
+0%
增持
FDX
FEDEX CORPORATION
+$90.8K
2,380
+1%
减持
IWB
ISHARES RUSSELL 1000
+$90.3K
3,597
-0%
减持
BBWI
BATH & BODY WORKS INC
+$85.5K
12,552
-0%
增持
SLB
SCHLUMBERGER LTD
+$82.6K
23,695
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$81.2K
1,928
+7%
增持
QCOM
QUALCOMM INC
+$81.1K
2,415
+7%
增持
EL
LAUDER ESTEE COS INC
+$79.3K
4,577
+7%
增持
EOG
EOG RES INC
+$79.2K
7,707
+3%
减持
VOOG
VANGUARD S&P 500 GROWTH INDX ETF
+$75.7K
2,902
-3%
增持
CVS
CVS HEALTH CORPORATION
+$71.8K
15,795
+5%
增持
NKE
NIKE INC
-$70.2K
11,153
+8%
减持
IWM
ISHARES RUSSELL 2000 INDEX FD
+$69.0K
10,338
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$69.0K
3,917
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$68.5K
15,206
+1%
增持
CSX
CSX CORP
+$66.5K
18,538
+4%
减持
—
ASML HOLDING NV NY REGISTRY SHS
+$66.1K
409
-6%
增持
HAL
HALLIBURTON CO
+$63.1K
17,370
+1%
增持
GS
GOLDMAN SACHS GROUP
+$61.2K
709
+16%
增持
PANW
PALO ALTO NETWORKS INC
-$60.3K
5,907
+0%
增持
VB
VANGUARD SMALL-CAP ETF
+$59.9K
2,193
+6%
减持
SYK
STRYKER CORP
+$59.7K
1,228
-3%
减持
NFLX
NETFLIX INC
+$58.1K
535
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$57.2K
10,050
+404%
减持
APH
AMPHENOL CORP CL A
+$56.9K
4,496
-3%
增持
MDLZ
MONDELEZ INTL INC CL A
-$54.4K
23,014
+0%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$54.3K
6,050
+7%
减持
PEP
PEPSICO INC
-$53.2K
8,571
-6%
减持
FCX
FREEPORT-MCMORAN INC
+$51.4K
12,987
-1%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$51.4K
2,760
-7%
增持
COP
CONOCOPHILLIPS
+$51.2K
2,382
+10%
减持
—
LINDE PLC
+$49.3K
1,003
-1%
减持
DE
DEERE & CO
+$49.1K
4,848
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$45.4K
2,110
-12%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$44.2K
6,590
-4%
减持
TROW
T ROWE PRICE GROUP INC
+$43.5K
3,133
-0%
减持
RSP
Invesco S&P 500 Equal Weight ETF
+$42.9K
9,927
-4%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$41.5K
13,850
+4%
减持
NEE
NEXTERA ENERGY INC
+$41.0K
17,649
-1%
增持
—
NXP SEMICONDUCTORS
+$37.8K
1,088
+8%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$37.4K
7,306
-7%
增持
ZTS
ZOETIS INC
-$36.9K
1,429
+1%
减持
SNPS
SYNOPSYS INC
+$35.2K
668
-1%
增持
HON
HONEYWELL INTL INC
+$32.5K
8,193
+4%
减持
EVTC
EVERTEC INC
-$31.5K
9,635
-5%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$31.3K
11,221
+5%
增持
SCZ
ISHARES MSCI EAFE SM CAPIDX
+$31.1K
6,432
+6%
增持
CMCSA
COMCAST CORP CL A
+$29.7K
27,228
+4%
减持
VO
VANGUARD MID-CAP ETF
-$29.0K
4,663
-9%
减持
AES
AES CORP
-$28.9K
17,509
-2%
减持
CATH
GLOBAL X FDS S&P 500 CATHOLIC
+$26.4K
6,590
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$26.1K
7,805
-2%
增持
IGF
ISHARES S&P GLOBAL INFRASTRUCTURE IDX ETF
+$25.9K
6,790
+7%
减持
UNP
UNION PAC CORP
-$25.9K
3,639
-3%
减持
RTX
RTX CORPORATION
-$25.9K
2,781
-21%
减持
PFG
PRINCIPAL FINL GROUP INC
+$25.7K
5,418
-4%
