Nicollet Investment Management, Inc.
MINNEAPOLIS MN · SEC CIK 0001729048
$3.24亿2026Q2 申报市值
77持仓数
48.6%前十大占比 · 第一大 7.1%
2 / 2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
DVN 新建仓+$99.30万
RSP 加仓+$23.19万
SPYM 新建仓+$20.20万
GOOGL 加仓+$18.73万
UNP 加仓+$16.18万
2026Q2 卖出最多 按季末市值估算
Coterra Energy I 清仓-$119.50万
EQIX 减仓-$94.65万
GOOG 减仓-$59.18万
BRK/B 清仓-$28.10万
CRM 减仓-$4.79万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | Coterra Energy Inc | $0 | 0.00% | 0 | -34,014 | -100.0% | -$119.50万 | 清仓 |
| BRK/B | Berkshire Hathaway Cl B | $0 | 0.00% | 0 | -587 | -100.0% | -$28.10万 | 清仓 |
| SPYM | Spdr Port S&P 500 ETF | $20.20万 | 0.06% | 2,300 | 2,300 | — | $20.20万 | 新建仓 |
| MDT | Medtronic Inc | $23.40万 | 0.07% | 2,986 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly | $25.70万 | 0.08% | 214 | 0 | 0.0% | — | 重新持有 |
| IJR | Ishares Core S&P Small Cap ETF | $28.00万 | 0.09% | 1,885 | 0 | 0.0% | — | 不变 |
| WPM | Wheaton Precious Metal Cl F | $30.20万 | 0.09% | 2,685 | 0 | 0.0% | — | 不变 |
| IVW | IShares S&P 500 Growth ETF | $30.80万 | 0.10% | 2,240 | -84 | -3.6% | -$1.16万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $32.60万 | 0.10% | 881 | 0 | 0.0% | — | 不变 |
| COST | Costco Wholesale Corp | $37.70万 | 0.12% | 403 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions Inc | $46.50万 | 0.14% | 6,864 | 172 | 2.6% | $1.17万 | 加仓 |
| IWM | IShares Tr Russell 2000 ETF | $48.00万 | 0.15% | 1,599 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $54.10万 | 0.17% | 7,016 | -161 | -2.2% | -$1.24万 | 减仓 |
| XEL | XCEL Energy Inc | $56.30万 | 0.17% | 7,011 | 0 | 0.0% | — | 不变 |
| GLD | Spdr Gold TR Gold Shs | $58.00万 | 0.18% | 1,575 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $65.00万 | 0.20% | 1,720 | 0 | 0.0% | — | 不变 |
| LYFT | Lyft Inc Cl A | $72.30万 | 0.22% | 49,502 | 2,570 | 5.5% | $3.75万 | 加仓 |
| FIS | FIS | $72.90万 | 0.23% | 18,762 | 639 | 3.5% | $2.48万 | 加仓 |
| SMG | The Scotts Miracle-Gro Company | $82.80万 | 0.26% | 12,152 | 386 | 3.3% | $2.63万 | 加仓 |
| FISV | Fiserv Inc | $86.40万 | 0.27% | 17,616 | 550 | 3.2% | $2.70万 | 加仓 |
| DINO | HF Sinclair Corp | $92.10万 | 0.28% | 13,221 | 355 | 2.8% | $2.47万 | 加仓 |
| DVN | Devon Energy Corp | $99.30万 | 0.31% | 24,043 | 24,043 | — | $99.30万 | 新建仓 |
| SPY | SPDR S&P 500 ETF | $100.60万 | 0.31% | 1,349 | 1 | 0.1% | $746 | 加仓 |
| ALGN | Align Technology Inc | $104.60万 | 0.32% | 6,200 | 158 | 2.6% | $2.67万 | 加仓 |
| IVV | IShares Core S&P 500 ETF | $111.50万 | 0.34% | 1,489 | 4 | 0.3% | $2,995 | 加仓 |
| RDN | Radian Group Inc | $111.60万 | 0.34% | 29,629 | 843 | 2.9% | $3.18万 | 加仓 |
| PYPL | Paypal Holdings Inc | $115.00万 | 0.36% | 26,624 | -835 | -3.0% | -$3.61万 | 减仓 |
| KNX | Knight Swift Transportation | $137.10万 | 0.42% | 17,606 | 380 | 2.2% | $2.96万 | 加仓 |
| ULTA | Ulta Beauty Inc | $142.90万 | 0.44% | 3,168 | 116 | 3.8% | $5.23万 | 加仓 |
| SCHA | Schwab US Small Cap ETF | $153.80万 | 0.47% | 42,558 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC CL A | $156.20万 | 0.48% | 12,553 | 86 | 0.7% | $1.07万 | 加仓 |
| IONS | Ionis Pharmaceuticals Inc | $160.50万 | 0.50% | 20,240 | 594 | 3.0% | $4.71万 | 加仓 |
| FFIV | F5 Networks, Inc | $176.40万 | 0.54% | 4,241 | 88 | 2.1% | $3.66万 | 加仓 |
| EXPD | Expeditors Int'l WA | $178.60万 | 0.55% | 10,958 | 260 | 2.4% | $4.24万 | 加仓 |
| NVO | Novo-Nordisk AS | $186.50万 | 0.58% | 38,896 | -309 | -0.8% | -$1.48万 | 减仓 |
| LHX | L3 Harris Technologies Inc | $198.90万 | 0.61% | 6,845 | 231 | 3.5% | $6.71万 | 加仓 |
| BSX | Boston Scientific Co | $205.20万 | 0.63% | 48,069 | 214 | 0.4% | $9,135 | 加仓 |
| NOW | Servicenow, Inc | $208.30万 | 0.64% | 20,984 | 736 | 3.6% | $7.31万 | 加仓 |
| MRNA | Moderna Inc | $208.40万 | 0.64% | 29,756 | 634 | 2.2% | $4.44万 | 加仓 |
| CRM | Salesforce.com | $214.70万 | 0.66% | 13,703 | -306 | -2.2% | -$4.79万 | 减仓 |
| GNRC | Generac Holdings Inc | $221.90万 | 0.69% | 7,577 | 167 | 2.3% | $4.89万 | 加仓 |
| ALKS | Alkermes Plc | $231.70万 | 0.72% | 44,219 | 918 | 2.1% | $4.81万 | 加仓 |
| SYY | Sysco Corp. | $232.80万 | 0.72% | 27,853 | 685 | 2.5% | $5.73万 | 加仓 |
| AKAM | Akamai Technologies Inc | $237.60万 | 0.73% | 20,104 | 522 | 2.7% | $6.17万 | 加仓 |
| SBUX | Starbucks Corp | $248.70万 | 0.77% | 24,341 | 139 | 0.6% | $1.42万 | 加仓 |
| TMO | Thermo Fisher Scientific | $277.40万 | 0.86% | 5,532 | 28 | 0.5% | $1.40万 | 加仓 |
| HD | Home Depot Inc. | $277.90万 | 0.86% | 7,881 | 1 | 0.0% | $353 | 加仓 |
| EOG | E O G Resources Inc. | $285.70万 | 0.88% | 22,024 | 35 | 0.2% | $4,540 | 加仓 |
| VMI | Valmont Inds Inc | $293.00万 | 0.90% | 5,072 | 97 | 1.9% | $5.60万 | 加仓 |
| UNH | Unitedhealth Group Inc | $310.20万 | 0.96% | 7,464 | -15 | -0.2% | -$6,234 | 减仓 |
| UTHR | United Therapeutics | $313.70万 | 0.97% | 5,789 | 90 | 1.6% | $4.88万 | 加仓 |
| FAST | Fastenal Company | $364.60万 | 1.13% | 75,901 | 2,011 | 2.7% | $9.66万 | 加仓 |
| SCHM | Schwab U.S. Mid Cap ETF | $426.00万 | 1.32% | 115,548 | -874 | -0.8% | -$3.22万 | 减仓 |
| CB | Chubb Ltd F | $431.30万 | 1.33% | 12,658 | 57 | 0.5% | $1.94万 | 加仓 |
| UBER | Uber Technologies | $457.60万 | 1.41% | 63,410 | -4 | -0.0% | -$289 | 减仓 |
| GS | Goldman Sachs Group Inc | $459.30万 | 1.42% | 4,541 | 59 | 1.3% | $5.97万 | 加仓 |
| KO | Coca Cola Co. | $474.50万 | 1.47% | 58,380 | -389 | -0.7% | -$3.16万 | 减仓 |
| TJX | TJX Cos Inc New | $477.60万 | 1.47% | 31,527 | 414 | 1.3% | $6.27万 | 加仓 |
| RMD | Resmed Inc | $489.20万 | 1.51% | 25,103 | 320 | 1.3% | $6.24万 | 加仓 |
| UNP | Union Pacific Corp | $520.90万 | 1.61% | 19,152 | 595 | 3.2% | $16.18万 | 加仓 |
| SLB | Schlumberger LTD | $531.70万 | 1.64% | 114,372 | 169 | 0.1% | $7,857 | 加仓 |
| PANW | Palo Alto Networks Inc | $538.60万 | 1.66% | 15,795 | 272 | 1.8% | $9.28万 | 加仓 |
| ORCL | Oracle Corp | $541.50万 | 1.67% | 36,950 | -48 | -0.1% | -$7,034 | 减仓 |
| ECL | Ecolab Inc. | $547.50万 | 1.69% | 19,651 | 64 | 0.3% | $1.78万 | 加仓 |
| MDY | Spdr S&P Midcap 400 ETF | $566.80万 | 1.75% | 8,059 | 230 | 2.9% | $16.18万 | 加仓 |
| MMM | 3M Company | $617.40万 | 1.91% | 38,130 | 228 | 0.6% | $3.69万 | 加仓 |
| EQIX | Equinix, Inc | $725.70万 | 2.24% | 6,962 | -908 | -11.5% | -$94.65万 | 减仓 |
| IWL | Ishares Russell Top 200 ETF | $751.70万 | 2.32% | 40,644 | 345 | 0.9% | $6.38万 | 加仓 |
| SCHX | Schwab U.S. Large Cap ETF | $861.90万 | 2.66% | 292,876 | 0 | 0.0% | — | 不变 |
| RSP | Invsc SP 500 Equal ETF | $931.60万 | 2.88% | 43,786 | 1,090 | 2.6% | $23.19万 | 加仓 |
| V | Visa Inc | $1,175.90万 | 3.63% | 34,273 | 109 | 0.3% | $3.74万 | 加仓 |
| GWW | Grainger W W Inc | $1,194.30万 | 3.69% | 8,779 | 92 | 1.1% | $12.52万 | 加仓 |
| META | Meta Platforms Inc Cl A | $1,228.80万 | 3.79% | 21,814 | -22 | -0.1% | -$1.24万 | 减仓 |
| NVDA | Nvidia | $1,332.80万 | 4.12% | 66,612 | 37 | 0.1% | $7,403 | 加仓 |
| MSFT | Microsoft Corp | $1,640.20万 | 5.06% | 43,970 | 208 | 0.5% | $7.76万 | 加仓 |
| GOOGL | Alphabet Inc Cl A | $1,671.80万 | 5.16% | 46,782 | 524 | 1.1% | $18.73万 | 加仓 |
| AAPL | Apple Computer | $2,120.50万 | 6.55% | 73,284 | 411 | 0.6% | $11.89万 | 加仓 |
| GOOG | Alphabet Inc Cl C | $2,153.90万 | 6.65% | 60,959 | -1,675 | -2.7% | -$59.18万 | 减仓 |
| AMZN | Amazon Com Inc. | $2,288.70万 | 7.07% | 96,027 | 283 | 0.3% | $6.74万 | 加仓 |