NICOLET BANKSHARES INC
GREEN BAY WI · SEC CIK 0001174850
$31.45亿2026Q2 申报市值
615持仓数
37.2%前十大占比 · 第一大 14.0%
87 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$3,214.85万
FBND 加仓+$1,640.12万
JOHN HANCOCK HIG 新建仓+$1,049.93万
VEA 加仓+$1,046.58万
UITB 加仓+$870.38万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$1.14亿
YLD 减仓-$783.41万
SOLENO THERAPEUT 清仓-$524.85万
VOO 减仓-$485.31万
ALK 减仓-$467.87万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $1,232.22万 | 0.39% | 149,477 | -564 | -0.4% | -$4.65万 | 减仓 |
| HD | HOME DEPOT INC | $1,234.93万 | 0.39% | 35,145 | -1,170 | -3.2% | -$41.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,292.78万 | 0.41% | 22,815 | -201,213 | -89.8% | -$1.14亿 | 减仓 |
| ORCL | ORACLE CORP | $1,323.69万 | 0.42% | 90,690 | 3,967 | 4.6% | $57.90万 | 加仓 |
| AMLP | ALPS ETF TR | $1,427.20万 | 0.45% | 275,028 | -3,555 | -1.3% | -$18.45万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,430.62万 | 0.45% | 181,022 | -1,275 | -0.7% | -$10.08万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $1,524.18万 | 0.48% | 202,549 | -4,828 | -2.3% | -$36.33万 | 减仓 |
| AGG | ISHARES TR | $1,579.52万 | 0.50% | 159,599 | -3,912 | -2.4% | -$38.72万 | 减仓 |
| LLY | LILLY ELI & CO | $1,599.12万 | 0.51% | 13,329 | 2,199 | 19.8% | $263.82万 | 加仓 |
| FSCC | FEDERATED HERMES MDT SMALL CAP | $1,599.96万 | 0.51% | 435,082 | 93,484 | 27.4% | $343.78万 | 加仓 |
| AVGO | BROADCOM INC | $1,605.14万 | 0.51% | 42,684 | 998 | 2.4% | $37.53万 | 加仓 |
| META | META PLATFORMS INC | $1,614.92万 | 0.51% | 27,975 | -2,210 | -7.3% | -$127.58万 | 减仓 |
| SPAB | STATE STREET SPDE | $1,626.48万 | 0.52% | 637,416 | 4,446 | 0.7% | $11.34万 | 加仓 |
| VB | VANGUARD MORN SMALL CAP ETF | $1,685.21万 | 0.54% | 55,781 | 4,555 | 8.9% | $137.61万 | 加仓 |
| CAT | CATERPILLAR INC | $1,710.20万 | 0.54% | 16,554 | -84 | -0.5% | -$8.68万 | 减仓 |
| IVW | ISHARES TR | $1,742.52万 | 0.55% | 126,764 | 137 | 0.1% | $1.88万 | 加仓 |
| VTV | VANGUARD MORN VALUE ETF | $1,861.27万 | 0.59% | 84,960 | 2,181 | 2.6% | $47.78万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $1,869.67万 | 0.59% | 160,285 | -293 | -0.2% | -$3.42万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,883.01万 | 0.60% | 650,210 | -49,572 | -7.1% | -$143.56万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,174.58万 | 0.69% | 64,114 | 2,583 | 4.2% | $87.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,313.58万 | 0.74% | 21,644 | -1,780 | -7.6% | -$190.27万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,314.71万 | 0.74% | 316,382 | 21,780 | 7.4% | $159.35万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $2,486.28万 | 0.79% | 167,289 | 3,779 | 2.3% | $56.16万 | 加仓 |
| IEFA | ISHARES TR | $2,690.06万 | 0.86% | 278,220 | 1,248 | 0.5% | $12.07万 | 加仓 |
| GOOG | ALPHABET INC | $2,769.11万 | 0.88% | 77,299 | 465 | 0.6% | $16.66万 | 加仓 |
| AVRE | AVANTIS GLOBAL | $2,948.82万 | 0.94% | 619,231 | 21,648 | 3.6% | $103.09万 | 加仓 |
| IVV | ISHARES TR | $2,957.83万 | 0.94% | 39,364 | -1,157 | -2.9% | -$86.94万 | 减仓 |
| GOOGL | ALPHABET INC | $2,967.62万 | 0.94% | 81,850 | -1,560 | -1.9% | -$56.56万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TR | $3,063.92万 | 0.97% | 40,943 | -39 | -0.1% | -$2.92万 | 减仓 |
| UITB | VICTORYSHARES | $3,142.01万 | 1.00% | 671,256 | 185,948 | 38.3% | $870.38万 | 加仓 |
| AMZN | AMAZON COM INC | $3,316.63万 | 1.05% | 137,494 | 1,158 | 0.8% | $27.93万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3,354.09万 | 1.07% | 262,461 | -3,038 | -1.1% | -$38.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,758.71万 | 1.20% | 74,391 | 624 | 0.8% | $31.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3,846.59万 | 1.22% | 115,433 | -2,388 | -2.0% | -$79.58万 | 减仓 |
| MUB | ISHARES TR | $3,862.61万 | 1.23% | 358,958 | 8,110 | 2.3% | $87.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,921.20万 | 1.25% | 1,126,459 | -66,799 | -5.6% | -$232.53万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $3,988.15万 | 1.27% | 789,092 | -12,556 | -1.6% | -$63.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,178.74万 | 1.33% | 211,513 | 13,896 | 7.0% | $274.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,256.12万 | 1.35% | 112,186 | -904 | -0.8% | -$34.30万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $4,670.61万 | 1.49% | 1,027,399 | 360,778 | 54.1% | $1,640.12万 | 加仓 |
| VO | VANGUARD MORN MID CAP ETF | $5,450.39万 | 1.73% | 674,232 | 97,864 | 17.0% | $791.12万 | 加仓 |
| ITOT | ISHARES TR | $5,473.52万 | 1.74% | 331,608 | 9,168 | 2.8% | $151.33万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,709.36万 | 1.82% | 82,963 | -7,052 | -7.8% | -$485.31万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,530.88万 | 2.71% | 1,188,926 | 145,859 | 14.0% | $1,046.58万 | 加仓 |
| SPYG | SPDR SER TR | $9,442.94万 | 3.00% | 794,989 | -9,604 | -1.2% | -$114.08万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1.01亿 | 3.22% | 1,058,365 | -7,300 | -0.7% | -$69.82万 | 减仓 |
| SPYV | SPDR SER TR | $1.16亿 | 3.68% | 1,884,218 | -1,343 | -0.1% | -$8.26万 | 减仓 |
| AAPL | APPLE INC | $1.17亿 | 3.71% | 387,221 | 266 | 0.1% | $8.02万 | 加仓 |
| SPYM | STATE STREET SPDR | $4.42亿 | 14.05% | 5,001,980 | 363,961 | 7.8% | $3,214.85万 | 加仓 |