Nicollet Investment Management, Inc.
MINNEAPOLIS MN · SEC CIK 0001729048
$2.92亿2026Q1 申报市值
76持仓数
47.3%前十大占比 · 第一大 6.8%
3 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GS 新建仓+$379.20万
NVO 加仓+$68.49万
WPM 新建仓+$35.20万
IVW 新建仓+$26.30万
EOG 加仓+$7.13万
2026Q1 卖出最多 按季末市值估算
IWL 减仓-$117.68万
GOOGL 减仓-$86.30万
AAPL 减仓-$81.69万
AMZN 减仓-$68.33万
META 减仓-$55.15万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon Com Inc. | $1,994.10万 | 6.83% | 95,744 | -3,281 | -3.3% | -$68.33万 | 减仓 |
| AAPL | Apple Computer | $1,849.40万 | 6.33% | 72,873 | -3,219 | -4.2% | -$81.69万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $1,796.70万 | 6.15% | 62,634 | -1,576 | -2.5% | -$45.21万 | 减仓 |
| MSFT | Microsoft Corp | $1,620.00万 | 5.55% | 43,762 | -1,064 | -2.4% | -$39.39万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $1,330.20万 | 4.56% | 46,258 | -3,001 | -6.1% | -$86.30万 | 减仓 |
| META | Meta Platforms Inc Cl A | $1,249.30万 | 4.28% | 21,836 | -964 | -4.2% | -$55.15万 | 减仓 |
| NVDA | Nvidia | $1,161.10万 | 3.98% | 66,575 | -2,047 | -3.0% | -$35.70万 | 减仓 |
| V | Visa Inc | $1,032.60万 | 3.54% | 34,164 | -1,169 | -3.3% | -$35.33万 | 减仓 |
| GWW | Grainger W W Inc | $947.60万 | 3.25% | 8,687 | -238 | -2.7% | -$25.96万 | 减仓 |
| RSP | Invsc SP 500 Equal ETF | $819.40万 | 2.81% | 42,696 | -1,247 | -2.8% | -$23.93万 | 减仓 |
| EQIX | Equinix, Inc | $771.40万 | 2.64% | 7,870 | -211 | -2.6% | -$20.68万 | 减仓 |
| SCHX | Schwab U.S. Large Cap ETF | $750.90万 | 2.57% | 292,876 | -654 | -0.2% | -$1.68万 | 减仓 |
| IWL | Ishares Russell Top 200 ETF | $646.70万 | 2.22% | 40,299 | -7,333 | -15.4% | -$117.68万 | 减仓 |
| SLB | Schlumberger LTD | $586.90万 | 2.01% | 114,203 | -3,001 | -2.6% | -$15.42万 | 减仓 |
| RMD | Resmed Inc | $556.30万 | 1.91% | 24,783 | -894 | -3.5% | -$20.07万 | 减仓 |
| MMM | 3M Company | $550.50万 | 1.89% | 37,902 | -1,381 | -3.5% | -$20.06万 | 减仓 |
| ORCL | Oracle Corp | $544.30万 | 1.86% | 36,998 | -1,206 | -3.2% | -$17.74万 | 减仓 |
| ECL | Ecolab Inc. | $521.10万 | 1.78% | 19,587 | -608 | -3.0% | -$16.18万 | 减仓 |
| TJX | TJX Cos Inc New | $496.90万 | 1.70% | 31,113 | -1,128 | -3.5% | -$18.02万 | 减仓 |
| MDY | Spdr S&P Midcap 400 ETF | $482.90万 | 1.65% | 7,829 | -619 | -7.3% | -$38.18万 | 减仓 |
| UBER | Uber Technologies | $456.10万 | 1.56% | 63,414 | -2,442 | -3.7% | -$17.56万 | 减仓 |
| UNP | Union Pacific Corp | $450.20万 | 1.54% | 18,557 | -800 | -4.1% | -$19.41万 | 减仓 |
| KO | Coca Cola Co. | $446.90万 | 1.53% | 58,769 | -2,053 | -3.4% | -$15.61万 | 减仓 |
| CB | Chubb Ltd F | $410.70万 | 1.41% | 12,601 | -415 | -3.2% | -$13.53万 | 减仓 |
| GS | Goldman Sachs Group Inc | $379.20万 | 1.30% | 4,482 | 4,482 | — | $379.20万 | 新建仓 |
| SCHM | Schwab U.S. Mid Cap ETF | $360.40万 | 1.23% | 116,422 | -5,830 | -4.8% | -$18.05万 | 减仓 |
| FAST | Fastenal Company | $342.80万 | 1.17% | 73,890 | -2,956 | -3.8% | -$13.71万 | 减仓 |
| UTHR | United Therapeutics | $337.90万 | 1.16% | 5,699 | -232 | -3.9% | -$13.76万 | 减仓 |
| EOG | E O G Resources Inc. | $317.90万 | 1.09% | 21,989 | 493 | 2.3% | $7.13万 | 加仓 |
| BSX | Boston Scientific Co | $300.30万 | 1.03% | 47,855 | -1,670 | -3.4% | -$10.48万 | 减仓 |
| TMO | Thermo Fisher Scientific | $270.50万 | 0.93% | 5,504 | -196 | -3.4% | -$9.63万 | 减仓 |
| CRM | Salesforce.com | $261.50万 | 0.90% | 14,009 | -372 | -2.6% | -$6.94万 | 减仓 |
| HD | Home Depot Inc. | $259.20万 | 0.89% | 7,880 | -233 | -2.9% | -$7.66万 | 减仓 |
| PANW | Palo Alto Networks Inc | $248.90万 | 0.85% | 15,523 | -876 | -5.3% | -$14.05万 | 减仓 |
| ACN | Accenture PLC CL A | $247.20万 | 0.85% | 12,467 | 25 | 0.2% | $4,957 | 加仓 |
| LHX | L3 Harris Technologies Inc | $228.30万 | 0.78% | 6,614 | -270 | -3.9% | -$9.32万 | 减仓 |
| AKAM | Akamai Technologies Inc | $224.90万 | 0.77% | 19,582 | -100 | -0.5% | -$1.15万 | 减仓 |
| SBUX | Starbucks Corp | $216.80万 | 0.74% | 24,202 | 38 | 0.2% | $3,404 | 加仓 |
| NOW | Servicenow, Inc | $211.70万 | 0.73% | 20,248 | -797 | -3.8% | -$8.33万 | 减仓 |
| UNH | Unitedhealth Group Inc | $202.40万 | 0.69% | 7,479 | -345 | -4.4% | -$9.34万 | 减仓 |
| VMI | Valmont Inds Inc | $198.80万 | 0.68% | 4,975 | -194 | -3.8% | -$7.75万 | 减仓 |
| SYY | Sysco Corp. | $193.80万 | 0.66% | 27,168 | 548 | 2.1% | $3.91万 | 加仓 |
| ULTA | Ulta Beauty Inc | $159.50万 | 0.55% | 3,052 | -135 | -4.2% | -$7.06万 | 减仓 |
| EXPD | Expeditors Int'l WA | $153.20万 | 0.52% | 10,698 | -417 | -3.8% | -$5.97万 | 减仓 |
| ALKS | Alkermes Plc | $153.10万 | 0.52% | 43,301 | -1,178 | -2.6% | -$4.17万 | 减仓 |
| MRNA | Moderna Inc | $147.90万 | 0.51% | 29,122 | -1,291 | -4.2% | -$6.56万 | 减仓 |
| IONS | Ionis Pharmaceuticals Inc | $147.50万 | 0.51% | 19,646 | -877 | -4.3% | -$6.58万 | 减仓 |
| GNRC | Generac Holdings Inc | $144.70万 | 0.50% | 7,410 | -324 | -4.2% | -$6.33万 | 减仓 |
| NVO | Novo-Nordisk AS | $144.10万 | 0.49% | 39,205 | 18,633 | 90.6% | $68.49万 | 加仓 |
| PYPL | Paypal Holdings Inc | $124.20万 | 0.43% | 27,459 | -994 | -3.5% | -$4.50万 | 减仓 |
| SCHA | Schwab US Small Cap ETF | $123.80万 | 0.42% | 42,558 | 0 | 0.0% | — | 不变 |
| FFIV | F5 Networks, Inc | $120.20万 | 0.41% | 4,153 | -168 | -3.9% | -$4.86万 | 减仓 |
| — | Coterra Energy Inc | $119.50万 | 0.41% | 34,014 | -1,360 | -3.8% | -$4.78万 | 减仓 |
| ALGN | Align Technology Inc | $103.60万 | 0.35% | 6,042 | -250 | -4.0% | -$4.29万 | 减仓 |
| KNX | Knight Swift Transportation | $99.20万 | 0.34% | 17,226 | -751 | -4.2% | -$4.32万 | 减仓 |
| IVV | IShares Core S&P 500 ETF | $97.00万 | 0.33% | 1,485 | 0 | 0.0% | — | 不变 |
| FISV | Fiserv Inc | $95.20万 | 0.33% | 17,066 | -440 | -2.5% | -$2.45万 | 减仓 |
| RDN | Radian Group Inc | $95.20万 | 0.33% | 28,786 | -1,248 | -4.2% | -$4.13万 | 减仓 |
| SPY | SPDR S&P 500 ETF | $87.70万 | 0.30% | 1,348 | -12 | -0.9% | -$7,807 | 减仓 |
| FIS | FIS | $85.00万 | 0.29% | 18,123 | -554 | -3.0% | -$2.60万 | 减仓 |
| DINO | HF Sinclair Corp | $80.30万 | 0.28% | 12,866 | -570 | -4.2% | -$3.56万 | 减仓 |
| SMG | The Scotts Miracle-Gro Company | $71.50万 | 0.24% | 11,766 | -264 | -2.2% | -$1.60万 | 减仓 |
| GLD | Spdr Gold TR Gold Shs | $67.80万 | 0.23% | 1,575 | 0 | 0.0% | — | 不变 |
| LYFT | Lyft Inc Cl A | $62.40万 | 0.21% | 46,932 | -921 | -1.9% | -$1.22万 | 减仓 |
| XEL | XCEL Energy Inc | $55.70万 | 0.19% | 7,011 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $53.20万 | 0.18% | 1,720 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $46.90万 | 0.16% | 7,177 | -444 | -5.8% | -$2.90万 | 减仓 |
| COST | Costco Wholesale Corp | $40.10万 | 0.14% | 403 | 0 | 0.0% | — | 不变 |
| IWM | IShares Tr Russell 2000 ETF | $39.70万 | 0.14% | 1,599 | 0 | 0.0% | — | 不变 |
| SWKS | Skyworks Solutions Inc | $35.80万 | 0.12% | 6,692 | -213 | -3.1% | -$1.14万 | 减仓 |
| WPM | Wheaton Precious Metal Cl F | $35.20万 | 0.12% | 2,685 | 2,685 | — | $35.20万 | 新建仓 |
| VTI | Vanguard Total Stock Market ETF | $28.30万 | 0.10% | 881 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Cl B | $28.10万 | 0.10% | 587 | 0 | 0.0% | — | 不变 |
| IVW | IShares S&P 500 Growth ETF | $26.30万 | 0.09% | 2,324 | 2,324 | — | $26.30万 | 新建仓 |
| MDT | Medtronic Inc | $25.90万 | 0.09% | 2,986 | -125 | -4.0% | -$1.08万 | 减仓 |
| IJR | Ishares Core S&P Small Cap ETF | $23.40万 | 0.08% | 1,885 | 0 | 0.0% | — | 不变 |
| LLY | Eli Lilly | $0 | 0.00% | 0 | — | — | — | 申报中断 |