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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 30
减持 108
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
+$3.9M
1,074,161
-1%
减持
MSFT
MICROSOFT CORP
-$1.3M
30,132
-6%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
38,413
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。
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.1M
22,584
+3%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.0M
34,392
-7%
增持
AVRE
AVANTIS INVESTORS
+$837.2K
128,220
+2%
增持
TLH
ISHARES TR
+$792.5K
45,441
+12%
减持
NVDA
NVIDIA CORP
-$599.9K
84,790
-4%
减持
AAPL
APPLE INC
+$597.6K
68,571
-6%
增持
VOO
VANGUARD S&P 500 ETF
+$531.2K
15,948
+1%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$510.1K
14,119
减持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FD
-$480.5K
15,320
-10%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$468.4K
20,947
-3%
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$444.9K
385,043
-2%
减持
HD
HOME DEPOT INC
+$444.3K
7,294
-0%
减持
AMZN
AMAZON.COM INC
-$409.9K
34,066
-3%
减持
ADBE
ADOBE SYS INC
-$405.9K
4,645
-8%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$397.3K
18,941
-25%
减持
AMLP
ALPS ETF TR ALERIAN MLP ETF NEW
-$394.2K
143,553
-4%
增持
NEE
NEXTERA ENERGY INC
+$375.2K
18,988
+9%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$371.0K
5,860
-38%
减持
META
META PLATFORMS INC CL A
+$348.2K
6,804
-3%
建仓
NOW
SERVICENOW INC
+$347.0K
388
减持
IVV
ISHARES CORE S&P 500 ETF
+$322.7K
10,980
-0%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$320.2K
23,487
+9%
减持
INTU
INTUIT
-$318.4K
1,897
-17%
减持
MCD
MCDONALDS CORP
+$298.9K
8,158
-5%
减持
IVE
ISHARES S&P 500/VALUE
+$296.3K
31,980
-3%
减持
ORCL
ORACLE CORPORATION
+$295.9K
12,339
-4%
清仓
—
NXP SEMICONDUCTORS
-$292.8K
0
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$288.6K
111,911
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$281.1K
8,736
-8%
减持
VGLT
VANGUARD LONG-TERM TREASURY INDEX FD
-$272.0K
21,022
-23%
减持
CMG
CHIPOTLE MEXICAN GRILL INC-CL A
-$270.1K
42,338
-2%
清仓
AME
AMETEK INC
-$265.1K
0
-100%
清仓
AMG
AFFILIATED MANAGERS GROUP
-$263.7K
0
-100%
减持
—
LAM RESH CORP
-$261.0K
985
-2%
清仓
GPN
GLOBAL PMTS INC
-$259.8K
0
-100%
减持
MA
MASTERCARD INC
+$255.6K
7,429
-4%
减持
KO
COCA COLA CO
+$250.7K
38,379
-3%
清仓
RPM
RPM INTERNATIONAL INC
-$247.7K
0
-100%
减持
WMT
WALMART INC
+$247.4K
20,905
-2%
增持
AMT
AMERICAN TOWER CORP
+$238.4K
6,199
+0%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$238.0K
0
-100%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$232.8K
0
-100%
减持
EFA
ISHARES MSCI EAFE INDEX FD
+$227.5K
67,038
-2%
增持
CMCSA
COMCAST CORP CL A
+$219.5K
26,744
+17%
减持
—
AON PLC SHS CL A
+$214.6K
4,750
-2%
清仓
—
HOLOGIC INC
-$211.9K
0
-100%
建仓
ECL
ECOLAB INC
+$204.5K
801
减持
CVX
CHEVRON CORPORATION
-$202.5K
10,340
-6%
减持
VTV
VANGUARD VALUE ETF
+$199.4K
19,679
-2%
减持
BA
BOEING CO
-$197.7K
4,392
-8%
减持
BX
BLACKSTONE INC
+$197.6K
8,216
-4%
减持
SCHW
SCHWAB CHARLES CORP
-$195.9K
13,791
-7%
减持
LLY
LILLY (ELI) & CO
-$193.7K
1,254
-13%
减持
LOW
LOWES COS INC
+$183.2K
4,751
-5%
减持
NSC
NORFOLK SOUTHN CORP
+$178.3K
5,597
-1%
增持
PFE
PFIZER INC
+$178.0K
44,105
+12%
减持
—
ASML HOLDING NV NY REGISTRY SHS
-$174.5K
273
-31%
减持
ICE
INTERCONTINENTAL EXCHANGE, INC
+$168.2K
10,381
-5%
减持
SNPS
SYNOPSYS INC
-$161.8K
402
-35%
增持
—
ACCENTURE PLC CLASS A
+$156.6K
1,261
+32%
减持
SLB
SCHLUMBERGER LTD
-$151.7K
23,124
-3%
减持
WFC
WELLS FARGO & COMPANY
-$149.8K
14,128
-11%
减持
GWW
GRAINGER W W INC
+$147.6K
1,418
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$142.3K
5,790
-7%
减持
UNH
UNITEDHEALTH GROUP INC
+$137.9K
2,490
-4%
增持
GUNR
FLEXSHARES MSTAR GBL UPSTRM ETF
+$137.2K
20,813
+16%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$136.8K
11,830
+15%
减持
ABT
ABBOTT LABS
+$136.2K
24,599
-4%
减持
SCZ
ISHARES MSCI EAFE SM CAPIDX
-$134.7K
3,783
-40%
增持
RTX
RTX CORPORATION
+$131.4K
3,358
+22%
减持
ABBV
ABBVIE INC
+$128.6K
5,317
-1%
减持
CSCO
CISCO SYSTEMS INC
+$126.8K
24,373
-1%
减持
QCOM
QUALCOMM INC
-$122.4K
2,109
-13%
减持
MDLZ
MONDELEZ INTL INC CL A
+$121.6K
20,807
-4%
减持
IWD
ISHARES RUSSELL 1000 VALUE INDEX FUND
-$120.7K
11,760
-13%
减持
PYPL
PAYPAL HLDGS INC
+$120.1K
6,326
-2%
减持
V
VISA INC CL A
-$117.2K
3,945
-14%
减持
WH
WYNDHAM HOTELS & RESORTS INC
-$116.5K
4,300
-30%
增持
VB
VANGUARD SMALL-CAP ETF
+$114.5K
2,586
+13%
减持
IWB
ISHARES RUSSELL 1000
-$114.5K
3,040
-15%
减持
APH
AMPHENOL CORP CL A
-$112.6K
7,362
-16%
减持
VV
VANGUARD LARGE-CAP ETF
+$112.5K
8,652
-0%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$107.2K
10,882
+15%
增持
BBWI
BATH & BODY WORKS INC
-$105.5K
16,769
+2%
减持
TJX
TJX COS INC
+$104.2K
14,548
-0%
减持
DE
DEERE & CO
+$103.9K
3,524
-4%
减持
SYK
STRYKER CORP
-$103.5K
823
-30%
减持
EVTC
EVERTEC INC
-$103.4K
6,025
-35%
减持
CRM
SALESFORCE, INC.
+$102.3K
8,125
-2%
减持
HAL
HALLIBURTON CO
-$97.6K
14,091
-6%
减持
EL
LAUDER ESTEE COS INC
-$96.0K
3,985
-14%
减持
INTC
INTEL CORP
-$94.2K
11,009
-3%
减持
ADI
ANALOG DEVICES INC
-$93.2K
7,845
-6%
减持
TROW
T ROWE PRICE GROUP INC
-$90.3K
2,313
-22%
增持
GSK
GSK PLC
+$89.6K
26,802
+3%
减持
VO
VANGUARD MID-CAP ETF
+$89.5K
4,551
-1%
增持
MAS
MASCO CORP
+$88.5K
3,629
+12%
减持
HON
HONEYWELL INTL INC
-$86.6K
7,809
-2%
减持
MRK
MERCK & CO INC
-$84.1K
6,005
-3%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$83.7K
7,126
-1%
增持
BDX
BECTON DICKINSON & CO
+$82.7K
1,761
+20%
减持
PFG
PRINCIPAL FINL GROUP INC
-$81.9K
3,743
-27%
减持
—
BLACKROCK, INC
+$81.6K
736
-6%
增持
GD
GENERAL DYNAMICS CORP
+$77.2K
5,659
+1%
减持
PG
PROCTER & GAMBLE CO
+$75.6K
19,386
-3%
减持
BIIB
BIOGEN INC
-$75.3K
1,476
-5%
减持
JNJ
JOHNSON & JOHNSON
+$74.5K
8,456
-5%
减持
—
DUPONT DE NEMOURS INC
+$74.3K
9,148
-1%
减持
NKE
NIKE INC
+$73.6K
10,366
-7%
增持
FCX
FREEPORT-MCMORAN INC
+$69.9K
14,189
+8%
减持
ACIW
ACI WORLDWIDE INC
-$67.7K
7,489
-34%
减持
LMT
LOCKHEED MARTIN CORP
+$66.0K
836
-8%
减持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$65.2K
11,290
-24%
减持
EOG
EOG RES INC
-$64.0K
6,514
-5%
减持
—
EATON CORP PLC SHS
+$61.7K
4,503
-1%
减持
AFL
AFLAC INC
+$61.0K
3,555
-6%
减持
JPM
JPMORGAN CHASE & CO
-$60.1K
23,754
-5%
增持
MRSH
MARSH & MCLENNAN COS INC
+$58.6K
4,445
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$57.6K
2,252
+17%
减持
TFC
TRUIST FINL CORP
+$56.3K
29,964
-5%
增持
GLD
SPDR GOLD TRUST
+$55.8K
1,298
+7%
减持
MO
ALTRIA GROUP INC
-$53.4K
4,374
-28%
减持
PANW
PALO ALTO NETWORKS INC
-$52.7K
5,780
-3%
减持
SBUX
STARBUCKS CORP
+$51.8K
3,408
-5%
增持
FDX
FEDEX CORPORATION
+$50.6K
1,883
+21%
减持
AES
AES CORP
-$49.4K
11,799
-28%
减持
SDY
SPDR S&P DIVIDEND
+$49.2K
3,526
-1%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$47.8K
4,820
-26%
减持
ROP
ROPER TECHNOLOGIES, INC
-$45.8K
416
-15%
增持
IWR
ISHARES RUSSELL MIDCAP INDEX FD
+$42.8K
5,604
+1%
增持
AMJB
JPM ALERIAN MLP INDEX ETN 1/28/2044
+$39.9K
201,916
+2%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$39.9K
1,199
-0%
增持
IGF
ISHARES S&P GLOBAL INFRASTRUCTURE IDX ETF
+$37.0K
5,551
+0%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-U
-$33.5K
3,620
-19%
减持
ZBH
ZIMMER BIOMET HOLDINGS, INC.
-$33.4K
6,495
-4%
增持
COR
CENCORA, INC.
+$32.4K
4,104
+4%
减持
DHR
DANAHER CORP
+$29.5K
5,481
-8%
减持
VUG
VANGUARD GROWTH ETF
+$29.0K
5,374
-1%
减持
AOS
SMITH A O CORP
+$28.2K
3,900
-1%
减持
SCHF
SCHWAB OTHER
-$28.1K
7,821
-14%
增持
MCHP
MICROCHIP TECHNOLOGY INC
-$27.9K
6,579
+8%
减持
T
AT&T INC
-$27.0K
24,802
-17%
减持
CDW
CDW CORP
-$26.7K
3,706
-4%
减持
GE
GE AEROSPACE
+$25.4K
1,356
-6%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$24.8K
5,487
-5%
减持
IEMG
ISHARES CORE MSCI EMK ETF
+$24.3K
14,956
-4%
减持
IVW
ISHARES S&P 500 BARRA GROWTH INDEX FUND
+$24.1K
123,811
-3%
