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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 17
增持 74
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
NIC
NICOLET BANKSHARES INC
+$9.7M
887,044
-0%
减持
AAPL
APPLE INC
+$3.2M
66,541
-1%
减持
SPYG
STATE STREET SPDR S&P 500 GROWTH ETF
+$3.1M
389,108
-1%
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
VOO
VANGUARD S&P 500 ETF
+$2.6M
42,910
+3%
减持
NVDA
NVIDIA CORP
+$2.0M
75,931
-1%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$1.8M
201,816
+3%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.8M
28,500
-2%
增持
AVRE
AVANTIS INVESTORS
+$1.7M
184,695
+25%
建仓
CWI
SPDR INDEX SHS FDS
+$1.7M
47,928
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.5M
21,323
+2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS
+$1.2M
158,496
+8%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$1.1M
21,423
-41%
增持
ORCL
ORACLE CORPORATION
+$843.5K
12,393
+3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$828.2K
25,914
+86%
增持
MSFT
MICROSOFT CORP
+$780.3K
30,288
+1%
减持
IVE
ISHARES S&P 500/VALUE
-$747.2K
26,794
-17%
增持
CAT
CATERPILLAR INC
+$724.3K
4,320
+25%
增持
JPM
JPMORGAN CHASE & CO
+$694.1K
23,860
+1%
减持
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
+$677.4K
1,058,711
-4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC-CL A
-$629.8K
31,674
-5%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$622.0K
14,739
+6%
建仓
UITB
VICTORYSHARES CORE INTERMEDIATE BOND ETF
+$613.0K
12,900
建仓
C
CITIGROUP INC
+$608.0K
5,990
减持
AMLP
ALPS ETF TR ALERIAN MLP ETF NEW
-$600.1K
130,978
-5%
减持
SPY
SPDR S&P 500 ETF TRUST
-$558.0K
20,134
-11%
增持
JNJ
JOHNSON & JOHNSON
+$522.0K
11,458
+9%
增持
RTX
RTX CORPORATION
+$508.8K
8,760
+34%
增持
AVGO
BROADCOM INC
+$508.2K
4,946
+21%
减持
TFC
TRUIST FINL CORP
-$437.2K
9,988
-52%
建仓
KKR
KKR & CO INC CL A
+$427.1K
3,287
建仓
TPR
TAPESTRY INC
+$419.8K
3,708
增持
TJX
TJX COS INC
+$416.8K
15,074
+6%
增持
VGSH
VANGUARD SHORT-TERM TREASURY INDEX FUND
+$414.7K
12,204
+136%
减持
IVW
ISHARES S&P 500 BARRA GROWTH INDEX FUND
-$409.4K
107,585
-12%
减持
GUNR
FLEXSHARES MSTAR GBL UPSTRM ETF
-$400.4K
27,975
-31%
增持
AMD
ADVANCED MICRO DEVICES INC
+$364.8K
7,254
+27%
增持
COST
COSTCO WHOLESALE CORP
-$356.3K
6,417
+1%
增持
NFLX
NETFLIX INC
+$347.7K
1,016
+56%
增持
COR
CENCORA, INC.
+$347.1K
4,932
+24%
增持
NSC
NORFOLK SOUTHN CORP
+$327.6K
6,259
+3%
增持
GD
GENERAL DYNAMICS CORP
+$326.3K
5,987
+2%
增持
VB
VANGUARD SMALL-CAP ETF
+$319.3K
5,035
+24%
增持
ABBV
ABBVIE INC
+$317.1K
5,708
+5%
增持
HD
HOME DEPOT INC
+$314.4K
7,223
+1%
增持
PFE
PFIZER INC
+$313.9K
45,392
+31%
减持
CRM
SALESFORCE, INC.
-$312.6K
7,499
-2%
增持
VOE
VANGUARD MID-CAP VALUE INDEX
+$311.7K
12,484
+10%
减持
—
ACCENTURE PLC CLASS A
-$305.1K
2,725
-17%
减持
FDX
FEDEX CORPORATION
-$300.6K
1,917
-42%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$300.1K
19,350
+15%
减持
CDW
CDW CORP
-$296.2K
1,348
-53%
减持
BLK
BLACKROCK INC
-$278.6K
580
-36%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$268.0K
0
-100%
增持
META
META PLATFORMS INC CL A
+$265.8K
6,736
+6%
增持
BX
BLACKSTONE INC
+$258.7K
7,917
+8%
建仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$246.2K
3,080
清仓
CI
CIGNA GROUP
-$245.0K
0
-100%
减持
IWF
ISHARES RUSSELL 1000 GROWTH INDEX FD
+$244.4K
14,770
-6%
减持
BMY
BRISTOL MYERS SQUIBB CO
-$244.2K
16,361
-23%
增持
—
EATON CORP PLC SHS
+$244.1K
6,160
+7%
增持
VXUS
VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS
+$238.9K
26,688
+7%
建仓
SNPS
SYNOPSYS INC
+$237.8K
482
清仓
HAL
HALLIBURTON CO
-$235.0K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$234.3K
859
建仓
TSLA
TESLA, INC
+$230.8K
519
增持
YLD
PRINCIPAL ACTIVE HIGH YIELD ETF
+$228.9K
55,621
+26%
增持
LOW
LOWES COS INC
+$228.5K
5,125
+7%
清仓
AMP
AMERIPRISE FINANCIAL INC
-$226.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$225.9K
16,766
+12%
建仓
JPST
JPMORGAN ULTRA SHORT INC ETF
+$218.3K
4,303
建仓
TSCO
TRACTOR SUPPLY CO
+$213.3K
3,750
建仓
—
ASML HOLDING NV NY REGISTRY SHS
+$212.0K
219
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$212.0K
694
减持
IVV
ISHARES CORE S&P 500 ETF
+$211.4K
14,593
-5%
建仓
TPLC
TIMOTHY PLAN U S LARGE CAP CORE ETF
+$210.4K
4,544
减持
GWW
GRAINGER W W INC
-$207.5K
804
-14%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$207.2K
2,076
建仓
TROW
T ROWE PRICE GROUP INC
+$206.1K
2,008
建仓
GEV
GE VERNOVA INC
+$203.7K
331
清仓
VGLT
VANGUARD LONG-TERM TREASURY INDEX FD
-$200.9K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES, INC
-$200.1K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
+$198.3K
19,344
-0%
减持
IWM
ISHARES RUSSELL 2000 INDEX FD
+$192.9K
10,017
-3%
增持
—
EXXON MOBIL CORP
+$191.2K
26,328
+2%
减持
BBWI
BATH & BODY WORKS INC
-$187.6K
10,444
-31%
增持
SCHW
SCHWAB CHARLES CORP
+$186.9K
14,429
+11%
增持
CARR
CARRIER GLOBAL CORP
+$182.8K
11,628
+66%
增持
IGF
ISHARES S&P GLOBAL INFRASTRUCTURE IDX ETF
+$182.4K
10,470
+35%
减持
VTV
VANGUARD VALUE ETF
+$177.6K
19,251
-0%
增持
WMT
WALMART INC
+$171.9K
24,849
+2%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$171.5K
4,425
+20%
减持
IEMG
ISHARES CORE MSCI EMK ETF
-$168.6K
12,980
-24%
增持
GSK
GSK PLC
+$166.7K
26,212
+4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$164.3K
14,614
-24%
减持
DVY
ISHARES DOW JONES SELECT DIV IND
-$154.3K
2,475
-35%
减持
ICE
INTERCONTINENTAL EXCHANGE, INC
-$151.4K
7,600
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$150.2K
2,559
+9%
减持
SCZ
ISHARES MSCI EAFE SM CAPIDX
-$148.4K
2,889
-43%
增持
VXF
VANGUARD INDEX FDS
+$147.2K
3,695
+14%
减持
PG
PROCTER & GAMBLE CO
-$144.1K
19,434
-1%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$138.8K
3,075
-1%
增持
ADI
ANALOG DEVICES INC
+$138.8K
7,536
+5%
减持
CVX
CHEVRON CORPORATION
+$136.2K
11,282
-0%
减持
VO
VANGUARD MID-CAP ETF
-$134.8K
6,381
-11%
增持
GS
GOLDMAN SACHS GROUP
+$129.3K
956
+7%
增持
MCD
MCDONALDS CORP
+$128.9K
7,660
+2%
增持
AGG
ISHARES CORE U.S. AGGREGATE
+$125.4K
9,489
+14%
增持
HON
HONEYWELL INTL INC
-$124.8K
8,033
+3%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-U
+$124.2K
10,901
+12%
增持
AMZN
AMAZON.COM INC
+$124.0K
34,263
+2%
增持
COP
CONOCOPHILLIPS
+$123.5K
4,245
+37%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$121.3K
19,771
+4%
减持
TLH
iShares 10-20 Year Treasury Bond ETF
-$120.0K
3,385
-27%
减持
INTC
INTEL CORP
+$119.9K
11,107
-2%
减持
PM
PHILIP MORRIS INTL INC
-$116.3K
5,524
-1%
增持
DE
DEERE & CO
-$110.4K
3,595
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$109.2K
1,678
-3%
减持
DFAC
DIMENSIONAL ETF TRUST US CORE EQUITY 2
+$100.7K
37,742
-0%
减持
VV
VANGUARD LARGE-CAP ETF
+$100.6K
7,863
-3%
减持
SDY
STATE STREET SPDR S&P DIVIDEND ETF
-$99.2K
2,673
-23%
增持
CMCSA
COMCAST CORP CL A
-$98.4K
26,846
+2%
减持
EFA
ISHARES MSCI EAFE INDEX FD
+$87.4K
67,256
-3%
减持
MRSH
MARSH & MCLENNAN COS INC
-$85.1K
3,605
-3%
增持
AMJB
JPM ALERIAN MLP INDEX ETN 1/28/2044
-$83.9K
194,978
+1%
增持
IWN
ISHARES RUSSELL 2000 VALUE INDEX FUND
+$82.9K
2,511
+10%
增持
PEP
PEPSICO INC
+$81.9K
7,359
+2%
减持
APH
AMPHENOL CORP CL A
+$74.9K
5,744
-11%
减持
LLY
LILLY (ELI) & CO
-$74.2K
1,378
-5%
增持
KO
COCA COLA CO
-$73.0K
36,468
+4%
增持
MA
MASTERCARD INC
+$71.9K
6,708
+1%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$71.4K
15,092
+5%
减持
MCHP
MICROCHIP TECHNOLOGY INC
-$70.3K
4,688
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$68.6K
3,731
-2%
减持
CVS
CVS HEALTH CORPORATION
+$67.2K
11,600
-1%
增持
FIS
FIDELITY NATL INFORMATION
-$66.1K
8,746
+11%
增持
BA
BOEING CO
+$63.2K
4,075
+5%
减持
—
DUPONT DE NEMOURS INC
+$60.8K
7,720
-2%
增持
JMBS
JANUS DETROIT STR TR
+$59.9K
13,823
+9%
增持
MRK
MERCK & CO INC
+$59.6K
6,529
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$58.8K
5,756
-1%
增持
UNP
UNION PAC CORP
+$57.6K
3,481
+5%
增持
AMT
AMERICAN TOWER CORP
+$56.7K
5,886
+21%
增持
VOT
VANGUARD MID-CAP GROWTH INDE
+$52.2K
1,013
+17%
增持
DIS
DISNEY WALT CO
-$52.1K
10,367
+4%
增持
LMT
LOCKHEED MARTIN CORP
+$51.9K
963
+4%
增持
NOW
SERVICENOW INC
-$51.7K
794
+4%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$50.0K
5,611
-1%
增持
FCX
FREEPORT-MCMORAN INC
-$49.3K
14,153
+2%
增持
BOND
PIMCO ACTIVE BD ETF
+$44.1K
4,484
+10%
增持
YUM
YUM! BRANDS INC
+$41.6K
3,123
+7%
