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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $377.55万 | 0.65% | 7,879 | -46 | -0.6% | -$2.20万 | 减仓 |
| AMZN | AMAZON COM INC | $397.36万 | 0.68% | 19,079 | -1,248 | -6.1% | -$25.99万 | 减仓 |
| IBDU | ISHARES TR | $400.47万 | 0.69% | 172,172 | 49,903 | 40.8% | $116.07万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $437.03万 | 0.75% | 57,955 | -148 | -0.3% | -$1.12万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $450.24万 | 0.78% | 22,706 | 45 | 0.2% | $8,923 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $459.68万 | 0.79% | 31,424 | 3,404 | 12.1% | $49.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $466.51万 | 0.80% | 22,932 | 1,607 | 7.5% | $32.69万 | 加仓 |
| V | VISA INC | $469.18万 | 0.81% | 15,523 | 204 | 1.3% | $6.17万 | 加仓 |
| LLY | ELI LILLY & CO | $473.22万 | 0.81% | 5,145 | -24 | -0.5% | -$2.21万 | 减仓 |
| META | META PLATFORMS INC | $480.22万 | 0.83% | 8,394 | 133 | 1.6% | $7.61万 | 加仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $494.70万 | 0.85% | 103,667 | 689 | 0.7% | $3.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $502.65万 | 0.87% | 17,087 | 958 | 5.9% | $28.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $558.24万 | 0.96% | 54,372 | 462 | 0.9% | $4.74万 | 加仓 |
| TXN | TEXAS INSTRS INC | $558.94万 | 0.96% | 28,791 | -1,049 | -3.5% | -$20.36万 | 减仓 |
| EMR | EMERSON ELEC CO | $559.12万 | 0.96% | 42,675 | -139 | -0.3% | -$1.82万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $574.89万 | 0.99% | 36,376 | 1,239 | 3.5% | $19.58万 | 加仓 |
| SYK | STRYKER CORPORATION | $579.60万 | 1.00% | 17,639 | -65 | -0.4% | -$2.14万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $585.93万 | 1.01% | 20,170 | 99 | 0.5% | $2.88万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $591.18万 | 1.02% | 40,928 | -1,438 | -3.4% | -$20.77万 | 减仓 |
| — | EXXON MOBIL CORP | $595.26万 | 1.02% | 35,085 | -1,198 | -3.3% | -$20.33万 | 减仓 |
| GOOGL | ALPHABET INC | $626.15万 | 1.08% | 21,775 | -741 | -3.3% | -$21.31万 | 减仓 |
| — | EA SERIES TRUST | $626.61万 | 1.08% | 230,904 | -2,235 | -1.0% | -$6.07万 | 减仓 |
| FLOT | ISHARES TR | $641.22万 | 1.10% | 125,853 | 1,573 | 1.3% | $8.01万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $646.50万 | 1.11% | 12,939 | -28 | -0.2% | -$1.40万 | 减仓 |
| UNP | UNION PAC CORP | $672.58万 | 1.16% | 27,722 | 77 | 0.3% | $1.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $713.24万 | 1.23% | 76,791 | 18 | 0.0% | $1,672 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $728.96万 | 1.26% | 12,061 | 5 | 0.0% | $3,022 | 加仓 |
| IBDS | ISHARES TR | $744.91万 | 1.28% | 307,305 | 5,647 | 1.9% | $13.69万 | 加仓 |
| PSX | PHILLIPS 66 | $750.02万 | 1.29% | 41,170 | -61 | -0.1% | -$1.11万 | 减仓 |
| VGT | VANGUARD WORLD FD | $750.63万 | 1.29% | 10,758 | -58 | -0.5% | -$4.05万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $780.27万 | 1.34% | 49,610 | -3,567 | -6.7% | -$56.10万 | 减仓 |
| AMGN | AMGEN INC | $784.40万 | 1.35% | 22,293 | 44 | 0.2% | $1.55万 | 加仓 |
| LOW | LOWES COS INC | $784.73万 | 1.35% | 33,212 | -1,461 | -4.2% | -$34.52万 | 减仓 |
| CSCO | CISCO SYS INC | $786.05万 | 1.35% | 101,309 | -166 | -0.2% | -$1.29万 | 减仓 |
| IBDR | ISHARES TR | $820.77万 | 1.41% | 338,601 | 1,371 | 0.4% | $3.32万 | 加仓 |
| BLK | BLACKROCK INC | $834.09万 | 1.44% | 8,673 | 60 | 0.7% | $5.77万 | 加仓 |
| CB | CHUBB LTD SWITZ | $861.33万 | 1.48% | 26,426 | 15 | 0.1% | $4,889 | 加仓 |
| NFLX | NETFLIX INC. | $864.36万 | 1.49% | 89,897 | 1,122 | 1.3% | $10.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $868.24万 | 1.50% | 13,351 | -5,257 | -28.3% | -$341.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $873.53万 | 1.50% | 9,757 | -1 | -0.0% | -$895 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $888.66万 | 1.53% | 25,892 | -48 | -0.2% | -$1.65万 | 减仓 |
| WMT | WALMART INC | $960.77万 | 1.65% | 77,307 | -29 | -0.0% | -$3,604 | 减仓 |
| NVDA | NVIDIA CORPORATION | $973.28万 | 1.68% | 55,808 | -2,549 | -4.4% | -$44.45万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,006.03万 | 1.73% | 29,148 | -213 | -0.7% | -$7.35万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,022.06万 | 1.76% | 10,257 | -83 | -0.8% | -$8.27万 | 减仓 |
| COR | CENCORA INC | $1,029.11万 | 1.77% | 32,760 | -482 | -1.4% | -$15.14万 | 减仓 |
| AVGO | BROADCOM INC | $1,038.25万 | 1.79% | 33,545 | -899 | -2.6% | -$27.83万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,205.36万 | 2.08% | 37,888 | 617 | 1.7% | $19.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,325.21万 | 2.28% | 35,800 | 240 | 0.7% | $8.88万 | 加仓 |
| AAPL | APPLE INC | $1,738.56万 | 2.99% | 68,503 | -2,058 | -2.9% | -$52.23万 | 减仓 |
| KR | KROGER CO | $1,916.69万 | 3.30% | 264,882 | 0 | 0.0% | — | 不变 |