Kesler, Norman & Wride, LLC
OGDEN UT · SEC CIK 0001840455
$5.81亿2026Q1 申报市值
245持仓数
21.0%前十大占比 · 第一大 3.3%
13 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FTSM 加仓+$150.95万
IBDU 加仓+$116.07万
TPR 加仓+$87.19万
MU 加仓+$84.97万
VPU 新建仓+$78.66万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$341.87万
GS 重新持有-$94.34万
FIRST TR EXCHANG 减仓-$86.83万
CMS 清仓-$78.61万
KTB 清仓-$75.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $79.46万 | 0.14% | 5,402 | 90 | 1.7% | $1.32万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $80.32万 | 0.14% | 13,934 | -6,397 | -31.5% | -$36.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $83.79万 | 0.14% | 8,916 | 2,737 | 44.3% | $25.72万 | 加仓 |
| CTAS | CINTAS CORP | $84.24万 | 0.15% | 4,981 | -16 | -0.3% | -$2,706 | 减仓 |
| GE | GE AEROSPACE | $84.42万 | 0.15% | 2,975 | 826 | 38.4% | $23.44万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $87.18万 | 0.15% | 6,447 | 61 | 1.0% | $8,249 | 加仓 |
| BOX | BOX INC | $87.19万 | 0.15% | 36,880 | 7,076 | 23.7% | $16.73万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $87.62万 | 0.15% | 5,515 | -341 | -5.8% | -$5.42万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $88.62万 | 0.15% | 12,230 | 63 | 0.5% | $4,565 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $88.91万 | 0.15% | 1,470 | -24 | -1.6% | -$1.45万 | 减仓 |
| NTAP | NETAPP INC | $88.92万 | 0.15% | 8,684 | 76 | 0.9% | $7,782 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $89.56万 | 0.15% | 19,771 | 328 | 1.7% | $1.49万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $89.63万 | 0.15% | 4,150 | -139 | -3.2% | -$3.00万 | 减仓 |
| EBAY | EBAY INC. | $90.16万 | 0.16% | 9,906 | 225 | 2.3% | $2.05万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $90.36万 | 0.16% | 5,471 | 82 | 1.5% | $1.35万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $92.07万 | 0.16% | 5,144 | 93 | 1.8% | $1.66万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $93.26万 | 0.16% | 15,202 | 2,714 | 21.7% | $16.65万 | 加仓 |
| PGR | PROGRESSIVE CORP | $94.19万 | 0.16% | 4,751 | -103 | -2.1% | -$2.04万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $95.30万 | 0.16% | 2,196 | 33 | 1.5% | $1.43万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $96.05万 | 0.17% | 23,421 | 4,202 | 21.9% | $17.23万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $97.44万 | 0.17% | 43,383 | 159 | 0.4% | $3,571 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.58万 | 0.17% | 15,228 | 3,274 | 27.4% | $20.98万 | 加仓 |
| BDC | BELDEN INC | $99.19万 | 0.17% | 8,638 | 61 | 0.7% | $7,005 | 加仓 |
| SHOP | SHOPIFY INC | $100.34万 | 0.17% | 8,459 | -73 | -0.9% | -$8,659 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $101.15万 | 0.17% | 13,272 | 43 | 0.3% | $3,277 | 加仓 |
| PHM | PULTE GROUP INC | $102.23万 | 0.18% | 8,692 | 83 | 1.0% | $9,762 | 加仓 |
| CAH | CARDINAL HEALTH INC | $103.82万 | 0.18% | 4,913 | 11 | 0.2% | $2,324 | 加仓 |
| DVA | DAVITA INC | $104.75万 | 0.18% | 6,816 | 55 | 0.8% | $8,453 | 加仓 |
| FFIV | F5 INC | $107.58万 | 0.19% | 3,718 | 52 | 1.4% | $1.50万 | 加仓 |
| VRSN | VERISIGN INC | $108.48万 | 0.19% | 4,368 | 101 | 2.4% | $2.51万 | 加仓 |
| IYZ | ISHARES TR | $110.32万 | 0.19% | 28,057 | -7,278 | -20.6% | -$28.62万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $110.80万 | 0.19% | 2,838 | 91 | 3.3% | $3.55万 | 加仓 |
| USFD | US FOODS HLDG CORP | $110.92万 | 0.19% | 12,029 | -67 | -0.6% | -$6,178 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $112.32万 | 0.19% | 47,172 | 805 | 1.7% | $1.92万 | 加仓 |
| APP | APPLOVIN CORP | $112.50万 | 0.19% | 2,827 | 203 | 7.7% | $8.08万 | 加仓 |
| YELP | YELP INC | $113.70万 | 0.20% | 45,958 | 7,433 | 19.3% | $18.39万 | 加仓 |
| FTNT | FORTINET INC | $115.57万 | 0.20% | 14,142 | 2,080 | 17.2% | $17.00万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $116.25万 | 0.20% | 2,789 | 71 | 2.6% | $2.96万 | 加仓 |
| PAYX | PAYCHEX INC | $116.34万 | 0.20% | 12,629 | 1,767 | 16.3% | $16.28万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $117.08万 | 0.20% | 2,540 | 429 | 20.3% | $19.77万 | 加仓 |
| ABBV | ABBVIE INC | $118.35万 | 0.20% | 5,441 | 41 | 0.8% | $8,918 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $122.58万 | 0.21% | 53,765 | 985 | 1.9% | $2.25万 | 加仓 |
| L | LOEWS CORP | $123.60万 | 0.21% | 11,579 | 179 | 1.6% | $1.91万 | 加仓 |
| IWF | ISHARES TR | $125.02万 | 0.22% | 2,932 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $125.15万 | 0.22% | 14,442 | 165 | 1.2% | $1.43万 | 加仓 |
| TJX | TJX COS INC NEW | $128.97万 | 0.22% | 8,075 | 102 | 1.3% | $1.63万 | 加仓 |
| TPR | TAPESTRY INC | $129.03万 | 0.22% | 9,144 | 6,179 | 208.4% | $87.19万 | 加仓 |
| BOXX | EA SERIES TRUST | $130.19万 | 0.22% | 11,196 | 1,714 | 18.1% | $19.93万 | 加仓 |
| MPC | MARATHON PETE CORP | $130.64万 | 0.22% | 5,350 | 535 | 11.1% | $13.06万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $130.83万 | 0.23% | 2,764 | 17 | 0.6% | $8,046 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $132.51万 | 0.23% | 8,156 | 1,067 | 15.1% | $17.34万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $138.97万 | 0.24% | 6,840 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $142.58万 | 0.25% | 15,818 | 275 | 1.8% | $2.48万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $142.88万 | 0.25% | 16,764 | 65 | 0.4% | $5,540 | 加仓 |
| SANM | SANMINA CORP | $143.24万 | 0.25% | 11,048 | -73 | -0.7% | -$9,464 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $144.76万 | 0.25% | 8,581 | 61 | 0.7% | $1.03万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $144.98万 | 0.25% | 13,650 | -135 | -1.0% | -$1.43万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $145.52万 | 0.25% | 4,540 | 45 | 1.0% | $1.44万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $146.56万 | 0.25% | 15,706 | 101 | 0.6% | $9,425 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $148.85万 | 0.26% | 22,739 | 26 | 0.1% | $1,702 | 加仓 |
| OMC | OMNICOM GROUP INC | $156.68万 | 0.27% | 20,805 | 312 | 1.5% | $2.35万 | 加仓 |
| SMH | VANECK ETF TRUST | $158.06万 | 0.27% | 4,123 | -23 | -0.6% | -$8,817 | 减仓 |
| HD | HOME DEPOT INC | $158.83万 | 0.27% | 4,829 | 42 | 0.9% | $1.38万 | 加仓 |
| — | CAMBRIA ETF TR | $163.77万 | 0.28% | 58,453 | 410 | 0.7% | $1.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $164.74万 | 0.28% | 7,710 | 2,865 | 59.1% | $61.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $165.18万 | 0.28% | 6,104 | 807 | 15.2% | $21.84万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $167.51万 | 0.29% | 5,933 | -12 | -0.2% | -$3,388 | 减仓 |
| ATO | ATMOS ENERGY CORP | $170.47万 | 0.29% | 9,228 | -101 | -1.1% | -$1.87万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $170.89万 | 0.29% | 27,992 | -785 | -2.7% | -$4.79万 | 减仓 |
| ECL | ECOLAB INC | $171.19万 | 0.29% | 6,435 | 9 | 0.1% | $2,394 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $176.11万 | 0.30% | 23,869 | 862 | 3.7% | $6.36万 | 加仓 |
| GWW | WW GRAINGER INC | $179.86万 | 0.31% | 1,648 | 5 | 0.3% | $5,457 | 加仓 |
| RTX | RTX CORPORATION | $182.56万 | 0.31% | 9,465 | -285 | -2.9% | -$5.50万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $183.96万 | 0.32% | 7,589 | 1,115 | 17.2% | $27.03万 | 加仓 |
| BPOP | POPULAR INC | $187.42万 | 0.32% | 13,968 | -6 | -0.0% | -$805 | 减仓 |
| O | REALTY INCOME CORP | $190.38万 | 0.33% | 31,118 | 310 | 1.0% | $1.90万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $194.31万 | 0.33% | 7,465 | -44 | -0.6% | -$1.15万 | 减仓 |
| AFL | AFLAC INC | $194.42万 | 0.33% | 17,721 | 62 | 0.4% | $6,802 | 加仓 |
| VOO | VANGUARD INDEX FDS | $196.97万 | 0.34% | 3,297 | 825 | 33.4% | $49.29万 | 加仓 |
| PEP | PEPSICO INC | $200.47万 | 0.35% | 12,909 | -66 | -0.5% | -$1.02万 | 减仓 |
| MS | MORGAN STANLEY | $204.98万 | 0.35% | 12,455 | 414 | 3.4% | $6.81万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $206.86万 | 0.36% | 16,848 | -441 | -2.6% | -$5.41万 | 减仓 |
| — | ELECTRONIC ARTS INC | $212.58万 | 0.37% | 10,427 | 25 | 0.2% | $5,097 | 加仓 |
| — | HONEYWELL INTL INC | $212.67万 | 0.37% | 9,409 | -46 | -0.5% | -$1.04万 | 减仓 |
| LIN | LINDE PLC | $223.89万 | 0.39% | 4,516 | -8 | -0.2% | -$3,966 | 减仓 |
| EYLD | CAMBRIA ETF TR | $226.63万 | 0.39% | 54,729 | 475 | 0.9% | $1.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $231.59万 | 0.40% | 6,855 | 2,515 | 57.9% | $84.97万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $233.86万 | 0.40% | 57,824 | 74 | 0.1% | $2,993 | 加仓 |
| FTI | TECHNIPFMC PLC | $236.51万 | 0.41% | 34,213 | -678 | -1.9% | -$4.69万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $238.56万 | 0.41% | 28,492 | -582 | -2.0% | -$4.87万 | 减仓 |
| KLAC | KLA CORP | $240.32万 | 0.41% | 1,632 | -155 | -8.7% | -$22.82万 | 减仓 |
| SPGI | S&P GLOBAL INC | $242.59万 | 0.42% | 5,704 | -7 | -0.1% | -$2,977 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $289.91万 | 0.50% | 11,860 | -2,063 | -14.8% | -$50.43万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $294.58万 | 0.51% | 49,277 | 25,251 | 105.1% | $150.95万 | 加仓 |
| QQQ | INVESCO QQQ TR | $309.23万 | 0.53% | 5,357 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $347.41万 | 0.60% | 137,153 | 3,689 | 2.8% | $9.34万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $351.30万 | 0.60% | 94,093 | 191 | 0.2% | $7,131 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $368.01万 | 0.63% | 99,975 | -383 | -0.4% | -$1.41万 | 减仓 |
| APH | AMPHENOL CORP | $369.46万 | 0.64% | 29,241 | -835 | -2.8% | -$10.55万 | 减仓 |
| ZTS | ZOETIS INC | $376.54万 | 0.65% | 31,853 | 2,240 | 7.6% | $26.48万 | 加仓 |