13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001174850
申報總市值
US$31.5億
US$31.5億
562 檔
23.2%
根據最新整理的 13F 季度數據集，Nicolet Bankshares Inc 於 Q1 2026 結束時的管理資產規模為 US$31.5億。該機構在本季度申報了 562 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Nicolet Bankshares Inc 採取了強勁的買進策略，建倉與加碼動作（合計 199 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Nicolet Bankshares Inc 的前 5 大持股（包含 SPYM, SPYV, AAPL）貢獻了組合市值的 23.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 562 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 13.18% | +0.87% | +826.28% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 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-新興市場 | 3.19% | +0.03% | +362.55% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 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-大型股與成長 | 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-循環性消費 | 1.05% | — | +397.43% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | -0.02% | +104.95% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 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-通訊服務 | 0.90% | +0.04% | +248.78% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 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-通訊服務 | 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-公用事業 | 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-通訊服務 | 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-投資等級公司債 | 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-投資等級公司債 | 0.53% | -0.08% | +5818.73% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 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-非循環性消費 | 0.45% | -0.11% | +415.04% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.44% | -0.05% | +453.16% | |
| 46 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | +0.10% | +280.73% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.42% | -0.03% | +367.24% | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 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-非循環性消費 | 0.41% | -0.09% | +126.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +6.7% | +826.28% | 加碼 |
| 2 | MUB | Ishares National Muni Bond E | +1.3% | +6247.89% | 加碼 |
| 3 | AAPL | Apple Inc | +1.1% | +551.14% | 加碼 |
| 4 | VO | Vanguard Mid-cap ETF | +1% | +1132.40% | 加碼 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +7521.68% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +1251.79% | 加碼 |
| 7 | UITB | Victoryshares Core Intermedi | +0.6% | +1546.45% | 加碼 |
| 8 | BND | Vanguard Total Bond Market | +0.5% | +1184.40% | 加碼 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.5% | +427.51% | 加碼 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +5818.73% | 加碼 |
| 11 | PG | Procter & Gamble Co/the | +0.5% | +866.60% | 加碼 |
| 12 | WEC | Wec Energy Group Inc | +0.4% | +863.04% | 加碼 |
| 13 | AGG | Ishares Core U.s. Aggregate | +0.4% | +1190.43% | 加碼 |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.4% | +362.55% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.3% | +504.21% | 加碼 |
| 16 | VB | Vanguard Small-cap ETF | +0.2% | +688.33% | 加碼 |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +2975.70% | 加碼 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.2% | +1054.18% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.2% | +770.45% | 加碼 |
| 20 | YLD | Principal Act Hi Yld ETF | +0.2% | +779.42% | 加碼 |
| 21 | LLY | Eli Lilly & Co | +0.2% | +745.74% | 加碼 |
| 22 | PEP | Pepsico Inc | +0.2% | +662.77% | 加碼 |
| 23 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +1175.99% | 加碼 |
| 24 | TSLA | Tesla Inc | +0.2% | +1947.47% | 加碼 |
| 25 | ORCL | Oracle CORP | +0.1% | +709.51% | 加碼 |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +1096.70% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.1% | +625.23% | 加碼 |
| 28 | WMT | Walmart Inc | +0.1% | +415.04% | 加碼 |
| 29 | BA | Boeing Co/the | +0.1% | +746.53% | 加碼 |
| 30 | PM | Philip Morris International | +0.1% | +647.93% | 加碼 |
| 31 | MDY | State Street Spdr S&p Midcap | +0.1% | +724.13% | 加碼 |
| 32 | BFC | Bank First CORP | +0.1% | +477.96% | 加碼 |
| 33 | C | Citigroup Inc | +0.1% | +655.96% | 加碼 |
| 34 | HD | Home Depot Inc | +0.1% | +453.16% | 加碼 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +259.62% | 加碼 |
| 36 | AMAT | Applied Materials Inc | +0.1% | +854.89% | 加碼 |
| 37 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +1098.02% | 加碼 |
| 38 | KO | Coca-cola Co/the | +0.1% | +367.24% | 加碼 |
| 39 | CVX | Chevron CORP | +0.1% | +289.68% | 加碼 |
| 40 | MO | Altria Group Inc | +0.1% | +836.80% | 加碼 |
| 41 | GEV | GE Vernova Inc | +0.1% | +816.12% | 加碼 |
| 42 | GLW | Corning Inc | +0.1% | +675.26% | 加碼 |
| 43 | JNJ | Johnson & Johnson | +0.1% | +312.36% | 加碼 |
| 44 | CSCO | Cisco Systems Inc | +0.1% | +418.05% | 加碼 |
| 45 | GE | General Electric | +0.1% | +584.69% | 加碼 |
| 46 | INTC | Intel CORP | +0.1% | +550.33% | 加碼 |
| 47 | AMZN | Amazon.com Inc | 0% | +397.43% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | +280.73% | 加碼 |
| 49 | AVDE | Avantis International Equity | 0% | +450.43% | 加碼 |
| 50 | COP | Conocophillips | 0% | +380.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Nicolet Bankshares Inc 在 Q1 2026 季度的美股持倉總市值約為 US$31.5億，共申報了 562 個公開持股部位。
在 Q1 2026 季度，Nicolet Bankshares Inc 按市值排列的前三大核心持股分別為：SPYM (13.2%)、SPYV (3.9%)、AAPL (3.6%)。其中最大持股部位 SPYM 佔據整體投資組合約 13.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
ITOT
市值: US$4625.4萬
本季最大獲利了結 / 清倉標的
NIC
前期市值: US$1.1億
在 Q1 2026 季度中，Nicolet Bankshares Inc 共進行了 200 項持倉異動，包含新建倉 78 個部位、加碼 121 個部位、減碼 0 個部位以及清倉 1 個部位。 其中最大新建倉標的為 ITOT。 本季清倉部位包含 NIC。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。