Nicolet Advisory Services, LLC 13F 持仓 · 最近申报 2025年Q4
Nicolet Advisory Services 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 421 只证券，申报市值合计 14.84 亿美元。前几大持仓：SPYM（19.90%）、SPYV（4.74%）、SPYG（4.27%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $295.3M | 19.90% | 3.6M | 增持 |
| 2 | SPYV | SPDR SERIES TRUST | $70.3M | 4.74% | 1.2M | 减持 |
| 3 | SPYG | SPDR SERIES TRUST | $63.4M | 4.27% | 585,065 | 减持 |
| 4 | AVEM | AMERICAN CENTY ETF TR | $61.1M | 4.12% | 754,863 | 增持 |
| 5 | AAPL | APPLE INC | $52.5M | 3.53% | 201,637 | 增持 |
| 6 | ITOT | ISHARES TR | $46.8M | 3.15% | 307,968 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $46.8M | 3.15% | 720,525 | 增持 |
| 8 | VTEB | VANGUARD MUN BD FDS | $35.2M | 2.37% | 695,282 | 增持 |
| 9 | VO | VANGUARD INDEX FDS | $32.3M | 2.17% | 107,901 | 增持 |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $29.0M | 1.95% | 58,069 | 增持 |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $27.3M | 1.84% | 591,999 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $26.3M | 1.77% | 55,206 | 增持 |
| 13 | VOO | VANGUARD INDEX FDS | $24.2M | 1.63% | 37,910 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO. | $22.7M | 1.53% | 70,008 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $21.7M | 1.46% | 117,178 | 增持 |
| 16 | BND | VANGUARD BD INDEX FDS | $19.3M | 1.30% | 260,374 | 增持 |
| 17 | UITB | VICTORY PORTFOLIOS II | $18.5M | 1.24% | 389,946 | 增持 |
| 18 | PG | PROCTER AND GAMBLE CO | $17.8M | 1.20% | 124,120 | 减持 |
| 19 | AVRE | AMERICAN CENTY ETF TR | $17.1M | 1.15% | 388,797 | 减持 |
| 20 | AMZN | AMAZON COM INC | $16.0M | 1.08% | 64,931 | 增持 |
| 21 | GOOGL | ALPHABET INC | $15.9M | 1.07% | 47,777 | 增持 |
| 22 | WEC | WEC ENERGY GROUP INC | $14.5M | 0.98% | 138,208 | 增持 |
| 23 | VB | VANGUARD INDEX FDS | $13.6M | 0.92% | 50,012 | 增持 |
| 24 | IVV | ISHARES TR | $12.6M | 0.85% | 18,022 | 增持 |
| 25 | VTV | VANGUARD INDEX FDS | $12.4M | 0.83% | 62,921 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR