Kesler, Norman & Wride, LLC
OGDEN UT · SEC CIK 0001840455
$6.31亿2026Q2 申报市值
271持仓数
20.3%前十大占比 · 第一大 3.2%
44 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IBMR 新建仓+$384.28万
BITWISE 10 CRYPT 新建仓+$327.89万
SNDK 新建仓+$267.72万
RL 新建仓+$171.72万
MRVL 新建仓+$135.52万
2026Q2 卖出最多 按季末市值估算
IBDU 清仓-$400.47万
BITB 清仓-$368.01万
PLTR 减仓-$237.08万
AMD 减仓-$196.05万
LOW 减仓-$182.24万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IBDU | ISHARES TR | $0 | 0.00% | 0 | -172,172 | -100.0% | -$400.47万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -99,975 | -100.0% | -$368.01万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -5,471 | -100.0% | -$90.36万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -19,771 | -100.0% | -$89.56万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -9,936 | -100.0% | -$62.35万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -4,564 | -100.0% | -$52.99万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -5,239 | -100.0% | -$50.56万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -2,856 | -100.0% | -$46.89万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -3,924 | -100.0% | -$46.17万 | 清仓 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | -4,932 | -100.0% | -$43.59万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,992 | -100.0% | -$43.10万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,532 | -100.0% | -$40.60万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -4,167 | -100.0% | -$38.54万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -2,989 | -100.0% | -$38.50万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -2,474 | -100.0% | -$37.15万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -712 | -100.0% | -$30.78万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -4,010 | -100.0% | -$27.79万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,065 | -100.0% | -$25.89万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,936 | -100.0% | -$22.27万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -3,866 | -100.0% | -$20.01万 | 清仓 |
| — | PURPLE INNOVATION INC | $3,580 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| — | SELECT MED HLDGS CORP | $19.05万 | 0.03% | 11,536 | 11,536 | — | $19.05万 | 新建仓 |
| SJM | SMUCKER J M CO | $20.22万 | 0.03% | 1,797 | 1,797 | — | $20.22万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $20.66万 | 0.03% | 3,541 | 3,541 | — | $20.66万 | 新建仓 |
| QMOM | EA SERIES TRUST | $20.91万 | 0.03% | 2,656 | 2,656 | — | $20.91万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.95万 | 0.03% | 1,949 | -70 | -3.5% | -$7,523 | 重新持有 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $21.63万 | 0.03% | 7,271 | 7,271 | — | $21.63万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.84万 | 0.03% | 2,711 | 2,711 | — | $21.84万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.98万 | 0.03% | 1,096 | -230 | -17.3% | -$4.61万 | 减仓 |
| CME | CME GROUP INC | $22.19万 | 0.04% | 1,005 | -323 | -24.3% | -$7.13万 | 减仓 |
| MBB | ISHARES TR | $22.21万 | 0.04% | 2,350 | 14 | 0.6% | $1,323 | 加仓 |
| IDA | IDACORP INC | $22.26万 | 0.04% | 1,471 | 1,471 | — | $22.26万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $22.30万 | 0.04% | 4,650 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $22.77万 | 0.04% | 3,944 | 3,944 | — | $22.77万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.94万 | 0.04% | 2,443 | 31 | 1.3% | $2,911 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $22.97万 | 0.04% | 26,831 | -916 | -3.3% | -$7,841 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.19万 | 0.04% | 6,309 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.38万 | 0.04% | 199 | 199 | — | $23.38万 | 新建仓 |
| ITA | ISHARES TR | $23.91万 | 0.04% | 986 | -1,583 | -61.6% | -$38.38万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $24.64万 | 0.04% | 1,950 | 1,950 | — | $24.64万 | 新建仓 |
| HYG | ISHARES TR | $24.99万 | 0.04% | 3,125 | 53 | 1.7% | $4,239 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $25.05万 | 0.04% | 5,172 | 42 | 0.8% | $2,034 | 加仓 |
| IGV | ISHARES TR | $25.43万 | 0.04% | 2,807 | -2,950 | -51.2% | -$26.73万 | 减仓 |
| LQD | ISHARES TR | $25.48万 | 0.04% | 2,336 | 56 | 2.5% | $6,109 | 加仓 |
| MCO | MOODYS CORP | $25.72万 | 0.04% | 568 | -180 | -24.1% | -$8.15万 | 减仓 |
| IBDW | ISHARES TR | $25.80万 | 0.04% | 12,381 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $26.80万 | 0.04% | 10,730 | -26 | -0.2% | -$649 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.13万 | 0.04% | 268 | -62 | -18.8% | -$6.28万 | 减仓 |
| MAS | MASCO CORP | $28.10万 | 0.04% | 3,453 | 7 | 0.2% | $570 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.15万 | 0.04% | 1,323 | 4 | 0.3% | $851 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.29万 | 0.04% | 3,284 | 2 | 0.1% | $172 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $28.38万 | 0.04% | 1,908 | -3,236 | -62.9% | -$48.13万 | 减仓 |
| MELI | MERCADOLIBRE INC | $29.03万 | 0.05% | 171 | -232 | -57.6% | -$39.38万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $30.08万 | 0.05% | 11,350 | 209 | 1.9% | $5,538 | 加仓 |
| SPTL | SPDR SERIES TRUST | $30.11万 | 0.05% | 11,480 | 210 | 1.9% | $5,508 | 加仓 |
| PLD | PROLOGIS INC. | $30.16万 | 0.05% | 2,226 | -1,916 | -46.3% | -$25.96万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $30.23万 | 0.05% | 12,312 | -955 | -7.2% | -$2.34万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $30.40万 | 0.05% | 12,005 | 12,005 | — | $30.40万 | 新建仓 |
| PPG | PPG INDS INC | $30.42万 | 0.05% | 2,508 | -28 | -1.1% | -$3,396 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $30.96万 | 0.05% | 12,758 | 12,758 | — | $30.96万 | 新建仓 |
| ALB | ALBEMARLE CORP | $32.23万 | 0.05% | 2,387 | 2,387 | — | $32.23万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $32.35万 | 0.05% | 862 | -275 | -24.2% | -$10.32万 | 减仓 |
| HPQ | HP INC | $33.16万 | 0.05% | 15,115 | -17,560 | -53.7% | -$38.53万 | 重新持有 |
| DE | DEERE & CO | $34.16万 | 0.05% | 538 | 1 | 0.2% | $635 | 加仓 |
| URTH | ISHARES INC | $34.17万 | 0.05% | 1,686 | 1,686 | — | $34.17万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.60万 | 0.05% | 1,405 | -11 | -0.8% | -$2,709 | 减仓 |
| IEZ | ISHARES TR | $36.83万 | 0.06% | 13,690 | 13,690 | — | $36.83万 | 新建仓 |
| NOW | SERVICENOW INC | $36.84万 | 0.06% | 3,710 | -1,778 | -32.4% | -$17.65万 | 减仓 |
| SHY | ISHARES TR | $37.11万 | 0.06% | 4,519 | 85 | 1.9% | $6,980 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $37.18万 | 0.06% | 3,143 | -562 | -15.2% | -$6.65万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $37.90万 | 0.06% | 4,314 | 4,314 | — | $37.90万 | 新建仓 |
| IWV | ISHARES TR | $38.38万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $38.74万 | 0.06% | 6,913 | -24 | -0.3% | -$1,345 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $38.85万 | 0.06% | 2,179 | -896 | -29.1% | -$15.97万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.14万 | 0.06% | 9,245 | -3 | -0.0% | -$127 | 减仓 |
| AOA | ISHARES TR | $39.17万 | 0.06% | 4,013 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $41.03万 | 0.06% | 18,821 | 3,335 | 21.5% | $7.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $41.03万 | 0.06% | 4,965 | 32 | 0.6% | $2,645 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $42.39万 | 0.07% | 6,787 | -260 | -3.7% | -$1.62万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $42.85万 | 0.07% | 2,730 | 2,730 | — | $42.85万 | 新建仓 |
| — | EA SERIES TRUST | $43.18万 | 0.07% | 12,912 | 2,866 | 28.5% | $9.58万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $43.50万 | 0.07% | 1,820 | 1,820 | — | $43.50万 | 新建仓 |
| IHE | ISHARES TR | $44.46万 | 0.07% | 4,490 | 4,490 | — | $44.46万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $44.93万 | 0.07% | 8,676 | 755 | 9.5% | $3.91万 | 加仓 |
| IYM | ISHARES TR | $45.29万 | 0.07% | 2,522 | -41 | -1.6% | -$7,362 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $46.34万 | 0.07% | 4,231 | -46 | -1.1% | -$5,038 | 减仓 |
| PTC | PTC INC | $46.50万 | 0.07% | 4,093 | -747 | -15.4% | -$8.49万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $48.60万 | 0.08% | 2,789 | 2,789 | — | $48.60万 | 新建仓 |
| IDGT | ISHARES TR | $49.42万 | 0.08% | 4,127 | 4,127 | — | $49.42万 | 新建仓 |
| MUB | ISHARES TR | $49.95万 | 0.08% | 4,641 | 58 | 1.3% | $6,242 | 加仓 |
| CVLT | COMMVAULT SYS INC | $50.65万 | 0.08% | 3,574 | 3,574 | — | $50.65万 | 新建仓 |
| IBB | ISHARES TR | $53.20万 | 0.08% | 2,797 | 83 | 3.1% | $1.58万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $53.71万 | 0.09% | 5,503 | -206 | -3.6% | -$2.01万 | 减仓 |
| PGR | PROGRESSIVE CORP | $54.43万 | 0.09% | 2,492 | -2,259 | -47.5% | -$49.34万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $55.76万 | 0.09% | 2,423 | -42 | -1.7% | -$9,665 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $57.54万 | 0.09% | 2,140 | 145 | 7.3% | $3.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $57.57万 | 0.09% | 10,104 | 10,104 | — | $57.57万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $59.24万 | 0.09% | 1,490 | -1,050 | -41.3% | -$41.75万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $59.72万 | 0.09% | 696 | 696 | — | $59.72万 | 新建仓 |
| NET | CLOUDFLARE INC | $59.92万 | 0.09% | 2,443 | 2,443 | — | $59.92万 | 新建仓 |