13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001174850
申报总市值
US$31.5亿
US$31.5亿
562 檔
23.2%
根据最新整理的 13F 季度数据集，Nicolet Bankshares Inc 于 Q1 2026 结束时的管理资产规模为 US$31.5亿。该机构在本季度申报了 562 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Nicolet Bankshares Inc 操作展现出积极扩展与加仓意向。本季共新建仓 78 个新仓位，并对 121 个既有持股进行加仓（合计增持 199 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Nicolet Bankshares Inc 的前 5 大核心持股（包含 SPYM, SPYV, AAPL 等）合计占整体申报市值的 23.2%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 562 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 13.18% | +0.87% | +826.28% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.94% | -0.26% | +166.73% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.64% | +0.07% | +551.14% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 3.19% | +0.03% | +362.55% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.93% | +0.07% | +260.07% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.50% | +0.21% | +427.51% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.99% | -0.17% | +83.60% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.71% | +0.03% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.54% | -0.19% | +330.61% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.53% | +0.20% | +1132.40% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.48% | -0.21% | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.37% | -0.14% | +6247.89% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.34% | -0.09% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.30% | -0.10% | +1251.79% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.28% | -0.06% | +504.21% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.28% | +0.05% | +225.98% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.12% | +0.37% | — | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.07% | — | — | |
| 19 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.05% | — | +397.43% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.99% | -0.02% | +104.95% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.98% | -0.04% | +159.83% | |
| 22 | AVRE | Avantis Real Estate ETF | ETF-其他 | 0.97% | -0.04% | +214.11% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.93% | -0.07% | +7521.68% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.90% | +0.04% | +248.78% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | -0.08% | +866.60% | |
| 26 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.84% | +0.16% | +1546.45% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.82% | +0.06% | +313.44% | |
| 28 | BND | Vanguard Total Bond Market | ETF-其他 | 0.80% | -0.06% | +1184.40% | |
| 29 | WEC | Wec Energy Group Inc | 股票-公用事业 | 0.69% | -0.10% | +863.04% | |
| 30 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.67% | +0.02% | +92.94% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.65% | -0.05% | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.13% | +379.66% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.60% | -0.01% | +325.51% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.60% | -0.10% | +1190.43% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.60% | -0.08% | — | |
| 36 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.57% | -0.09% | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.16% | +259.62% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.54% | -0.09% | +122.29% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.53% | -0.08% | +5818.73% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.53% | +0.02% | +19.38% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | +0.04% | +688.33% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.48% | +0.03% | +770.45% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.47% | -0.05% | +709.51% | |
| 44 | WMT | Walmart Inc | 股票-非周期性消费 | 0.45% | -0.11% | +415.04% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.44% | -0.05% | +453.16% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | +0.10% | +280.73% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.42% | -0.03% | +367.24% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | -0.03% | +312.36% | |
| 49 | AMJB | Alerian Mlp Etn2044 | ETF-其他 | 0.42% | -0.07% | +130.56% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.41% | -0.09% | +126.91% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +6.7% | +826.28% | 加仓 |
| 2 | MUB | Ishares National Muni Bond E | +1.3% | +6247.89% | 加仓 |
| 3 | AAPL | Apple Inc | +1.1% | +551.14% | 加仓 |
| 4 | VO | Vanguard Mid-cap ETF | +1% | +1132.40% | 加仓 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +7521.68% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +1251.79% | 加仓 |
| 7 | UITB | Victoryshares Core Intermedi | +0.6% | +1546.45% | 加仓 |
| 8 | BND | Vanguard Total Bond Market | +0.5% | +1184.40% | 加仓 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.5% | +427.51% | 加仓 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +5818.73% | 加仓 |
| 11 | PG | Procter & Gamble Co/the | +0.5% | +866.60% | 加仓 |
| 12 | WEC | Wec Energy Group Inc | +0.4% | +863.04% | 加仓 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.4% | +1190.43% | 加仓 |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.4% | +362.55% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +504.21% | 加仓 |
| 16 | VB | Vanguard Small-cap ETF | +0.2% | +688.33% | 加仓 |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +2975.70% | 加仓 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.2% | +1054.18% | 加仓 |
| 19 | AVGO | Broadcom Inc | +0.2% | +770.45% | 加仓 |
| 20 | YLD | Principal Act Hi Yld ETF | +0.2% | +779.42% | 加仓 |
| 21 | LLY | Eli Lilly & Co | +0.2% | +745.74% | 加仓 |
| 22 | PEP | Pepsico Inc | +0.2% | +662.77% | 加仓 |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1175.99% | 加仓 |
| 24 | TSLA | Tesla Inc | +0.2% | +1947.47% | 加仓 |
| 25 | ORCL | Oracle CORP | +0.1% | +709.51% | 加仓 |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +1096.70% | 加仓 |
| 27 | ABBV | Abbvie Inc | +0.1% | +625.23% | 加仓 |
| 28 | WMT | Walmart Inc | +0.1% | +415.04% | 加仓 |
| 29 | BA | Boeing Co/the | +0.1% | +746.53% | 加仓 |
| 30 | PM | Philip Morris International | +0.1% | +647.93% | 加仓 |
| 31 | MDY | State Street Spdr S&p Midcap | +0.1% | +724.13% | 加仓 |
| 32 | BFC | Bank First CORP | +0.1% | +477.96% | 加仓 |
| 33 | C | Citigroup Inc | +0.1% | +655.96% | 加仓 |
| 34 | HD | Home Depot Inc | +0.1% | +453.16% | 加仓 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +259.62% | 加仓 |
| 36 | AMAT | Applied Materials Inc | +0.1% | +854.89% | 加仓 |
| 37 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +1098.02% | 加仓 |
| 38 | KO | Coca-cola Co/the | +0.1% | +367.24% | 加仓 |
| 39 | CVX | Chevron CORP | +0.1% | +289.68% | 加仓 |
| 40 | MO | Altria Group Inc | +0.1% | +836.80% | 加仓 |
| 41 | GEV | GE Vernova Inc | +0.1% | +816.12% | 加仓 |
| 42 | GLW | Corning Inc | +0.1% | +675.26% | 加仓 |
| 43 | JNJ | Johnson & Johnson | +0.1% | +312.36% | 加仓 |
| 44 | CSCO | Cisco Systems Inc | +0.1% | +418.05% | 加仓 |
| 45 | GE | General Electric | +0.1% | +584.69% | 加仓 |
| 46 | INTC | Intel CORP | +0.1% | +550.33% | 加仓 |
| 47 | AMZN | Amazon.com Inc | 0% | +397.43% | 加仓 |
| 48 | CAT | Caterpillar Inc | 0% | +280.73% | 加仓 |
| 49 | AVDE | Avantis International Equity | 0% | +450.43% | 加仓 |
| 50 | COP | Conocophillips | 0% | +380.84% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Nicolet Bankshares Inc 在 Q1 2026 季度的美股持仓总市值约为 US$31.5亿，共申报了 562 个公开持股仓位。
在 Q1 2026 季度，Nicolet Bankshares Inc 按市值排列的前三大核心持股分别为：SPYM (13.2%)、SPYV (3.9%)、AAPL (3.6%)。其中最大持股仓位 SPYM 占据整体投资组合约 13.2% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ITOT
市值: US$4625.4万
本季最大获利了结 / 清仓标的
NIC
前期市值: US$1.1亿
在 Q1 2026 季度中，Nicolet Bankshares Inc 共进行了 200 项持仓异动，包含新建仓 78 个仓位、加仓 121 个仓位、减仓 0 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 ITOT。 本季清仓仓位包含 NIC。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。