Associated Banc-Corp
- SEC CIK
- 0000007789
- 最新申報
- 2026/7/31
2024 年第 4 季到 2025 年第 1 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 18 檔
- 估計 +$4,104 萬
- 加碼
- 109 檔
- 估計 +$7,631 萬
- 減碼
- 161 檔
- 估計 −$9,330 萬
- 清倉
- 15 檔
- 估計 −$357.4 萬
總值從 $33.2 億變成 $32.8 億（−$3,977 萬 (−1.2%)），持股從 317 檔變成 320 檔（+3）。
2025 年第 1 季全部持倉2024 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 1 季，下面灰字是 2024 年第 4 季。兩季之間拆股的股票，2024 年第 4 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | 加碼歷史 | 439,103409,373 | +29,730+7.3% | $1.65 億$1.73 億 | +$1,116 萬 | 5.0%5.2% | −0.17 |
| AAPLApple Inc. | 減碼歷史 | 629,323636,272 | −6,949−1.1% | $1.40 億$1.59 億 | −$154.4 萬 | 4.3%4.8% | −0.54 |
| GOOGLAlphabet Inc. | 加碼歷史 | 748,336736,632 | +11,704+1.6% | $1.16 億$1.39 億 | +$181.0 萬 | 3.5%4.2% | −0.67 |
| NVDANVIDIA Corp | 加碼歷史 | 978,101970,788 | +7,313+0.8% | $1.06 億$1.30 億 | +$79.3 萬 | 3.2%3.9% | −0.70 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 400,489384,909 | +15,580+4.0% | $9,824 萬$9,227 萬 | +$382.2 萬 | 3.0%2.8% | +0.22 |
| AMZNAmazon Com Inc | 減碼歷史 | 507,891511,376 | −3,485−0.7% | $9,663 萬$1.12 億 | −$66.3 萬 | 2.9%3.4% | −0.43 |
| FISVFiserv Inc | 減碼歷史 | 392,595410,341 | −17,746−4.3% | $8,670 萬$8,429 萬 | −$391.9 萬 | 2.6%2.5% | +0.10 |
| PMPhilip Morris International Inc. | 加碼歷史 | 543,970530,507 | +13,463+2.5% | $8,634 萬$6,385 萬 | +$213.7 萬 | 2.6%1.9% | +0.71 |
| LRCXLam Research Corp | 加碼歷史 | 963,390832,470 | +130,920+15.7% | $7,004 萬$6,013 萬 | +$951.8 萬 | 2.1%1.8% | +0.32 |
| KMBKimberly Clark Corp | 減碼歷史 | 452,675457,523 | −4,848−1.1% | $6,438 萬$5,995 萬 | −$68.9 萬 | 2.0%1.8% | +0.16 |
| XOMExxonMobil Holdings Corp | 加碼歷史 | 523,473505,799 | +17,674+3.5% | $6,226 萬$5,441 萬 | +$210.2 萬 | 1.9%1.6% | +0.26 |
| NOWServiceNow, Inc. | 減碼歷史 | 73,05181,805 | −8,754−10.7% | $5,816 萬$8,672 萬 | −$696.9 萬 | 1.8%2.6% | −0.84 |
| ASBAssociated Banc-Corp | 減碼歷史 | 2,523,6192,529,519 | −5,900−0.2% | $5,686 萬$6,046 萬 | −$13.3 萬 | 1.7%1.8% | −0.09 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 90,39791,263 | −866−0.9% | $4,814 萬$4,137 萬 | −$46.1 萬 | 1.5%1.2% | +0.22 |
| RTXRTX Corp | 加碼歷史 | 344,795343,886 | +909+0.3% | $4,567 萬$3,979 萬 | +$12.0 萬 | 1.4%1.2% | +0.19 |
| LLYEli Lilly & Co | 加碼歷史 | 54,49751,403 | +3,094+6.0% | $4,501 萬$3,968 萬 | +$255.5 萬 | 1.4%1.2% | +0.18 |
| METAMeta Platforms, Inc. | 減碼歷史 | 76,21777,740 | −1,523−2.0% | $4,393 萬$4,552 萬 | −$87.8 萬 | 1.3%1.4% | −0.03 |
| Vanguard Morningstar Mid-Cap ETF922908629 | 加碼– | 160,187141,515 | +18,672+13.2% | $4,143 萬$3,738 萬 | +$482.9 萬 | 1.3%1.1% | +0.14 |
| PGProcter & Gamble Co | 減碼歷史 | 239,910244,221 | −4,311−1.8% | $4,089 萬$4,094 萬 | −$73.5 萬 | 1.2%1.2% | +0.01 |
| MDLZMondelez International, Inc. | 減碼歷史 | 589,291593,923 | −4,632−0.8% | $3,998 萬$3,548 萬 | −$31.4 萬 | 1.2%1.1% | +0.15 |
| DFSDiscover Financial Services | 減碼歷史 | 230,159233,552 | −3,393−1.5% | $3,929 萬$4,046 萬 | −$57.9 萬 | 1.2%1.2% | −0.02 |
| CICigna Group | 減碼歷史 | 116,441118,088 | −1,647−1.4% | $3,831 萬$3,261 萬 | −$54.2 萬 | 1.2%1.0% | +0.19 |
| BSXBoston Scientific Corp | 減碼歷史 | 374,881423,251 | −48,370−11.4% | $3,782 萬$3,780 萬 | −$488.0 萬 | 1.2%1.1% | +0.01 |
| SCHWSchwab Charles Corp | 減碼歷史 | 476,839479,291 | −2,452−0.5% | $3,733 萬$3,547 萬 | −$19.2 萬 | 1.1%1.1% | +0.07 |
| LOWLowes Companies Inc | 加碼歷史 | 150,020149,825 | +195+0.1% | $3,499 萬$3,698 萬 | +$4.55 萬 | 1.1%1.1% | −0.05 |
| Vanguard S&P 500 ETF922908363 | 加碼– | 67,27066,336 | +934+1.4% | $3,457 萬$3,574 萬 | +$48.0 萬 | 1.1%1.1% | −0.02 |
| SPYSPDR S&P 500 ETF Trust | 減碼歷史 | 61,07063,528 | −2,458−3.9% | $3,416 萬$3,723 萬 | −$137.5 萬 | 1.0%1.1% | −0.08 |
| PAYCPaycom Software, Inc. | 加碼歷史 | 151,932144,477 | +7,455+5.2% | $3,319 萬$2,961 萬 | +$162.9 萬 | 1.0%0.9% | +0.12 |
| MAMastercard Inc | 減碼歷史 | 58,97259,336 | −364−0.6% | $3,232 萬$3,124 萬 | −$20.0 萬 | 1.0%0.9% | +0.04 |
| UBERUber Technologies, Inc | 新進歷史 | 442,0130 | +442,013 | $3,221 萬$0 | +$3,221 萬 | 1.0%0.0% | +0.98 |
| MCDMcDonalds Corp | 減碼歷史 | 101,033102,632 | −1,599−1.6% | $3,156 萬$2,975 萬 | −$49.9 萬 | 1.0%0.9% | +0.07 |
| IQVIQVIA Holdings Inc. | 加碼歷史 | 170,422132,772 | +37,650+28.4% | $3,005 萬$2,609 萬 | +$663.8 萬 | 0.9%0.8% | +0.13 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 56,26356,846 | −583−1.0% | $2,947 萬$2,876 萬 | −$30.5 萬 | 0.9%0.9% | +0.03 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 98,277100,494 | −2,217−2.2% | $2,898 萬$2,915 萬 | −$65.4 萬 | 0.9%0.9% | +0.01 |
| BLKBlackRock, Inc. | 減碼歷史 | 29,34329,370 | −27−0.1% | $2,777 萬$3,011 萬 | −$2.56 萬 | 0.8%0.9% | −0.06 |
| CVXChevron Corp | 加碼歷史 | 160,692157,558 | +3,134+2.0% | $2,688 萬$2,282 萬 | +$52.4 萬 | 0.8%0.7% | +0.13 |
| Vanguard Short-Term Bond ETF921937827 | 加碼– | 328,988291,530 | +37,458+12.8% | $2,575 萬$2,253 萬 | +$293.2 萬 | 0.8%0.7% | +0.11 |
| ETNEaton Corp plc | 減碼歷史 | 94,707105,374 | −10,667−10.1% | $2,574 萬$3,497 萬 | −$290.0 萬 | 0.8%1.1% | −0.27 |
| JNJJohnson & Johnson | 減碼歷史 | 149,111154,198 | −5,087−3.3% | $2,473 萬$2,230 萬 | −$84.4 萬 | 0.8%0.7% | +0.08 |
| AMPAmeriprise Financial Inc | 減碼歷史 | 48,21948,469 | −250−0.5% | $2,334 萬$2,581 萬 | −$12.1 萬 | 0.7%0.8% | −0.07 |
| ALLAllstate Corp | 減碼歷史 | 112,294113,037 | −743−0.7% | $2,325 萬$2,179 萬 | −$15.4 萬 | 0.7%0.7% | +0.05 |
| PEPPepsiCo Inc | 減碼歷史 | 151,351157,206 | −5,855−3.7% | $2,269 萬$2,390 萬 | −$87.8 萬 | 0.7%0.7% | −0.03 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 45,27745,874 | −597−1.3% | $2,253 萬$2,387 萬 | −$29.7 萬 | 0.7%0.7% | −0.03 |
| UNPUnion Pacific Corp | 減碼歷史 | 89,50391,843 | −2,340−2.5% | $2,114 萬$2,094 萬 | −$55.3 萬 | 0.6%0.6% | +0.01 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 56,77156,594 | +177+0.3% | $2,105 萬$2,323 萬 | +$6.56 萬 | 0.6%0.7% | −0.06 |
| NOCNorthrop Grumman Corp | 減碼歷史 | 40,51868,944 | −28,426−41.2% | $2,075 萬$3,235 萬 | −$1,455 萬 | 0.6%1.0% | −0.34 |
| XELXcel Energy Inc | 減碼歷史 | 291,193295,161 | −3,968−1.3% | $2,061 萬$1,993 萬 | −$28.1 萬 | 0.6%0.6% | +0.03 |
| Vanguard Dividend Appreciation ETF921908844 | 加碼– | 102,53098,897 | +3,633+3.7% | $1,989 萬$1,937 萬 | +$70.5 萬 | 0.6%0.6% | +0.02 |
| KOCoca Cola Co | 減碼歷史 | 271,785293,979 | −22,194−7.5% | $1,947 萬$1,830 萬 | −$159.0 萬 | 0.6%0.6% | +0.04 |
| State Street Technology Select Sector SPDR ETF81369Y803 | 減碼– | 92,43295,806 | −3,374−3.5% | $1,909 萬$2,228 萬 | −$69.7 萬 | 0.6%0.7% | −0.09 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 301,961306,038 | −4,077−1.3% | $1,863 萬$1,812 萬 | −$25.2 萬 | 0.6%0.5% | +0.02 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 81,02974,336 | +6,693+9.0% | $1,797 萬$1,786 萬 | +$148.4 萬 | 0.5%0.5% | +0.01 |
| CATCaterpillar Inc | 減碼歷史 | 52,44153,882 | −1,441−2.7% | $1,730 萬$1,955 萬 | −$47.5 萬 | 0.5%0.6% | −0.06 |
| ABTAbbott Laboratories | 減碼歷史 | 128,408137,895 | −9,487−6.9% | $1,703 萬$1,560 萬 | −$125.8 萬 | 0.5%0.5% | +0.05 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 95,84394,678 | +1,165+1.2% | $1,656 萬$1,603 萬 | +$20.1 萬 | 0.5%0.5% | +0.02 |
| GOOGAlphabet Inc. | 減碼歷史 | 105,638107,433 | −1,795−1.7% | $1,650 萬$2,046 萬 | −$28.0 萬 | 0.5%0.6% | −0.11 |
| MDTMedtronic plc | 加碼歷史 | 180,182170,938 | +9,244+5.4% | $1,619 萬$1,365 萬 | +$83.1 萬 | 0.5%0.4% | +0.08 |
| iShares Core MSCI Eafe ETF46432F842 | 加碼– | 209,101198,539 | +10,562+5.3% | $1,582 萬$1,395 萬 | +$79.9 萬 | 0.5%0.4% | +0.06 |
| CMICummins Inc | 減碼歷史 | 49,44849,709 | −261−0.5% | $1,550 萬$1,733 萬 | −$8.18 萬 | 0.5%0.5% | −0.05 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 56,35057,475 | −1,125−2.0% | $1,549 萬$1,666 萬 | −$30.9 萬 | 0.5%0.5% | −0.03 |
| BACBank of America Corp | 加碼歷史 | 370,183367,014 | +3,169+0.9% | $1,545 萬$1,613 萬 | +$13.2 萬 | 0.5%0.5% | −0.01 |
| WMWaste Management Inc | 減碼歷史 | 63,53967,171 | −3,632−5.4% | $1,471 萬$1,355 萬 | −$84.1 萬 | 0.4%0.4% | +0.04 |
| SPDR Series Trust78464A763 | 減碼– | 107,959108,542 | −583−0.5% | $1,465 萬$1,434 萬 | −$7.91 萬 | 0.4%0.4% | +0.01 |
| DHRDanaher Corp | 減碼歷史 | 69,63670,234 | −598−0.9% | $1,428 萬$1,612 萬 | −$12.3 萬 | 0.4%0.5% | −0.05 |
| CMCSAComcast Corp | 減碼歷史 | 376,761378,119 | −1,358−0.4% | $1,390 萬$1,419 萬 | −$5.01 萬 | 0.4%0.4% | 0.00 |
| NEENextera Energy Inc | 減碼歷史 | 192,917194,260 | −1,343−0.7% | $1,368 萬$1,393 萬 | −$9.52 萬 | 0.4%0.4% | 0.00 |
| iShares Core S&P 500 ETF464287200 | 加碼– | 23,96523,666 | +299+1.3% | $1,347 萬$1,393 萬 | +$16.8 萬 | 0.4%0.4% | −0.01 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | 加碼– | 221,822198,093 | +23,729+12.0% | $1,346 萬$1,137 萬 | +$143.9 萬 | 0.4%0.3% | +0.07 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 172,36494,953 | +77,411+81.5% | $1,320 萬$709.6 萬 | +$592.7 萬 | 0.4%0.2% | +0.19 |
| SYYSysco Corp | 減碼歷史 | 174,640264,549 | −89,909−34.0% | $1,310 萬$2,023 萬 | −$674.7 萬 | 0.4%0.6% | −0.21 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 236,313228,326 | +7,987+3.5% | $1,275 萬$1,192 萬 | +$43.1 萬 | 0.4%0.4% | +0.03 |
| PSXPhillips 66 | 減碼歷史 | 102,343106,424 | −4,081−3.8% | $1,264 萬$1,212 萬 | −$50.4 萬 | 0.4%0.4% | +0.02 |
| Vanguard Total Bond Market ETF921937835 | 加碼– | 170,387146,230 | +24,157+16.5% | $1,251 萬$1,052 萬 | +$177.4 萬 | 0.4%0.3% | +0.06 |
| iShares S&P 500 Value ETF464287408 | 加碼– | 64,64864,487 | +161+0.2% | $1,232 萬$1,231 萬 | +$3.07 萬 | 0.4%0.4% | 0.00 |
| WWDWoodward, Inc. | 減碼歷史 | 62,07462,674 | −600−1.0% | $1,133 萬$1,043 萬 | −$10.9 萬 | 0.3%0.3% | +0.03 |
| Vanguard Real Estate ETF922908553 | 減碼– | 124,846136,584 | −11,738−8.6% | $1,130 萬$1,217 萬 | −$106.3 萬 | 0.3%0.4% | −0.02 |
| MRKMerck & Co., Inc. | 減碼歷史 | 119,812144,714 | −24,902−17.2% | $1,075 萬$1,440 萬 | −$223.5 萬 | 0.3%0.4% | −0.11 |
| iShares Tr464288877 | 減碼– | 180,360182,538 | −2,178−1.2% | $1,063 萬$957.8 萬 | −$12.8 萬 | 0.3%0.3% | +0.04 |
| WMTWalmart Inc. | 減碼歷史 | 119,471133,089 | −13,618−10.2% | $1,049 萬$1,202 萬 | −$119.6 萬 | 0.3%0.4% | −0.04 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 76,78080,528 | −3,748−4.7% | $990.2 萬$1,027 萬 | −$48.3 萬 | 0.3%0.3% | −0.01 |
| iShares Core S&P Mid-Cap ETF464287507 | 加碼– | 156,958153,685 | +3,273+2.1% | $915.8 萬$957.6 萬 | +$19.1 萬 | 0.3%0.3% | −0.01 |
| HDHome Depot, Inc. | 減碼歷史 | 24,92025,137 | −217−0.9% | $913.3 萬$977.8 萬 | −$7.95 萬 | 0.3%0.3% | −0.02 |
| SOSouthern Co | 減碼歷史 | 97,97698,029 | −53−0.1% | $900.9 萬$807.0 萬 | −$4,873.35 | 0.3%0.2% | +0.03 |
| UPSUnited Parcel Service Inc | 加碼歷史 | 79,84573,170 | +6,675+9.1% | $878.2 萬$922.7 萬 | +$73.4 萬 | 0.3%0.3% | −0.01 |
| VanEck ETF Trust92189F106 | 加碼– | 191,033188,528 | +2,505+1.3% | $878.2 萬$639.3 萬 | +$11.5 萬 | 0.3%0.2% | +0.08 |
| SYKStryker Corp | 加碼歷史 | 22,26220,894 | +1,368+6.5% | $828.7 萬$752.3 萬 | +$50.9 萬 | 0.3%0.2% | +0.03 |
| SBUXStarbucks Corp | 減碼歷史 | 83,75284,541 | −789−0.9% | $821.5 萬$771.4 萬 | −$7.74 萬 | 0.3%0.2% | +0.02 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 88,29889,261 | −963−1.1% | $819.7 萬$906.3 萬 | −$8.94 萬 | 0.2%0.3% | −0.02 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | 減碼– | 92,74792,963 | −216−0.2% | $772.4 萬$845.3 萬 | −$1.80 萬 | 0.2%0.3% | −0.02 |
| AMGNAmgen Inc | 減碼歷史 | 24,33626,346 | −2,010−7.6% | $758.2 萬$686.7 萬 | −$62.6 萬 | 0.2%0.2% | +0.02 |
| ZTSZoetis Inc. | 減碼歷史 | 45,81947,220 | −1,401−3.0% | $754.4 萬$769.4 萬 | −$23.1 萬 | 0.2%0.2% | 0.00 |
| iShares Russell 1000 Value ETF464287598 | 減碼– | 39,85540,040 | −185−0.5% | $749.9 萬$741.3 萬 | −$3.48 萬 | 0.2%0.2% | +0.01 |
| HONHoneywell International Inc | 減碼歷史 | 34,73839,912 | −5,174−13.0% | $735.6 萬$901.6 萬 | −$109.6 萬 | 0.2%0.3% | −0.05 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | 加碼– | 60,75560,645 | +110+0.2% | $727.4 萬$757.8 萬 | +$1.32 萬 | 0.2%0.2% | −0.01 |
| Invesco QQQ Trust Series I46090E103 | 加碼– | 15,42215,343 | +79+0.5% | $723.2 萬$784.4 萬 | +$3.70 萬 | 0.2%0.2% | −0.02 |
| ABBVAbbVie Inc. | 減碼歷史 | 34,04335,682 | −1,639−4.6% | $713.3 萬$634.1 萬 | −$34.3 萬 | 0.2%0.2% | +0.03 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 139,552131,994 | +7,558+5.7% | $709.3 萬$631.2 萬 | +$38.4 萬 | 0.2%0.2% | +0.03 |
| GLDSPDR Gold Trust | 加碼歷史 | 24,05822,635 | +1,423+6.3% | $693.2 萬$548.1 萬 | +$41.0 萬 | 0.2%0.2% | +0.05 |
| USBUS Bancorp DE | 減碼歷史 | 161,854167,348 | −5,494−3.3% | $683.3 萬$800.4 萬 | −$23.2 萬 | 0.2%0.2% | −0.03 |
| iShares Core S&P Small Cap ETF464287804 | 減碼– | 63,36363,916 | −553−0.9% | $662.6 萬$736.4 萬 | −$5.78 萬 | 0.2%0.2% | −0.02 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。