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 |
|---|---|---|---|---|---|---|---|---|
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -11,241 | -100.0% | -$78.61万 | 清仓 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -12,412 | -100.0% | -$75.82万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -531 | -100.0% | -$30.13万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -1,154 | -100.0% | -$22.40万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PURPLE INNOVATION INC | $6,630 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $20.01万 | 0.03% | 3,866 | -947 | -19.7% | -$4.90万 | 减仓 |
| MAS | MASCO CORP | $20.80万 | 0.04% | 3,446 | -40 | -1.1% | -$2,415 | 减仓 |
| MBB | ISHARES TR | $22.18万 | 0.04% | 2,336 | 2,336 | — | $22.18万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $22.24万 | 0.04% | 4,650 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $22.27万 | 0.04% | 1,936 | -1,227 | -38.8% | -$14.11万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.38万 | 0.04% | 2,412 | 208 | 9.4% | $1.93万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $23.64万 | 0.04% | 27,747 | -1,189 | -4.1% | -$1.01万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.87万 | 0.04% | 6,309 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $23.90万 | 0.04% | 547 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $24.19万 | 0.04% | 1,326 | 1,326 | — | $24.19万 | 新建仓 |
| HYG | ISHARES TR | $24.44万 | 0.04% | 3,072 | 580 | 23.3% | $4.61万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.65万 | 0.04% | 5,130 | 5,130 | — | $24.65万 | 新建仓 |
| LQD | ISHARES TR | $24.85万 | 0.04% | 2,280 | 2,280 | — | $24.85万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.31万 | 0.04% | 1,319 | 3 | 0.2% | $576 | 加仓 |
| ADBE | ADOBE INC | $25.89万 | 0.04% | 1,065 | 3 | 0.3% | $729 | 加仓 |
| IBDW | ISHARES TR | $25.91万 | 0.04% | 12,381 | 473 | 4.0% | $9,900 | 加仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $26.61万 | 0.05% | 10,756 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $27.10万 | 0.05% | 2,536 | -3 | -0.1% | -$321 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $27.79万 | 0.05% | 4,010 | 1,276 | 46.7% | $8.84万 | 加仓 |
| NEM | NEWMONT CORP | $27.87万 | 0.05% | 2,575 | 2,575 | — | $27.87万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.90万 | 0.05% | 330 | -1,116 | -77.2% | -$94.34万 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $29.47万 | 0.05% | 1,416 | -13 | -0.9% | -$2,706 | 减仓 |
| SPTL | SPDR SERIES TRUST | $29.64万 | 0.05% | 11,270 | 2,341 | 26.2% | $6.16万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $29.64万 | 0.05% | 11,141 | 2,386 | 27.3% | $6.35万 | 加仓 |
| DE | DEERE & CO | $30.23万 | 0.05% | 537 | 2 | 0.4% | $1,126 | 加仓 |
| INTU | INTUIT | $30.78万 | 0.05% | 712 | -35 | -4.7% | -$1.51万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.59万 | 0.05% | 1,137 | -308 | -21.3% | -$8.56万 | 减仓 |
| — | EA SERIES TRUST | $31.98万 | 0.06% | 10,046 | 10,046 | — | $31.98万 | 新建仓 |
| MCO | MOODYS CORP | $32.64万 | 0.06% | 748 | -406 | -35.2% | -$17.71万 | 减仓 |
| IWV | ISHARES TR | $33.36万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $33.90万 | 0.06% | 15,486 | 2,700 | 21.1% | $5.91万 | 加仓 |
| GLW | CORNING INC | $34.47万 | 0.06% | 2,535 | 2,535 | — | $34.47万 | 新建仓 |
| AOA | ISHARES TR | $35.51万 | 0.06% | 4,013 | -352 | -8.1% | -$3.11万 | 减仓 |
| SHY | ISHARES TR | $36.62万 | 0.06% | 4,434 | 914 | 26.0% | $7.55万 | 加仓 |
| DASH | DOORDASH INC | $37.15万 | 0.06% | 2,474 | -1,829 | -42.5% | -$27.46万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $37.15万 | 0.06% | 7,921 | 2,438 | 44.5% | $11.44万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $38.09万 | 0.07% | 13,267 | -239 | -1.8% | -$6,862 | 减仓 |
| NJR | NEW JERSEY RES CORP | $38.10万 | 0.07% | 6,937 | -2 | -0.0% | -$110 | 减仓 |
| QCOM | QUALCOMM INC | $38.50万 | 0.07% | 2,989 | -337 | -10.1% | -$4.34万 | 减仓 |
| KKR | KKR & CO INC | $38.54万 | 0.07% | 4,167 | 436 | 11.7% | $4.03万 | 加仓 |
| CME | CME GROUP INC | $39.23万 | 0.07% | 1,328 | -272 | -17.0% | -$8.04万 | 减仓 |
| WFC | WELLS FARGO & CO | $39.28万 | 0.07% | 4,933 | 10 | 0.2% | $796 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $39.60万 | 0.07% | 7,047 | -103 | -1.4% | -$5,788 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $40.60万 | 0.07% | 2,532 | -231 | -8.4% | -$3.70万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $41.29万 | 0.07% | 3,705 | 466 | 14.4% | $5.19万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $43.10万 | 0.07% | 5,992 | -1,494 | -20.0% | -$10.75万 | 减仓 |
| IETC | ISHARES U S ETF TR | $43.59万 | 0.08% | 4,932 | -41 | -0.8% | -$3,624 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $44.11万 | 0.08% | 4,277 | -328 | -7.1% | -$3.38万 | 减仓 |
| IYM | ISHARES TR | $45.09万 | 0.08% | 2,563 | 2,563 | — | $45.09万 | 新建仓 |
| IBB | ISHARES TR | $45.83万 | 0.08% | 2,714 | -621 | -18.6% | -$10.49万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $45.97万 | 0.08% | 1,995 | 78 | 4.1% | $1.80万 | 加仓 |
| IGV | ISHARES TR | $46.09万 | 0.08% | 5,757 | -838 | -12.7% | -$6.71万 | 减仓 |
| IYF | ISHARES TR | $46.17万 | 0.08% | 3,924 | -1,095 | -21.8% | -$12.88万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.43万 | 0.08% | 9,248 | 158 | 1.7% | $7,932 | 加仓 |
| IAI | ISHARES TR | $46.89万 | 0.08% | 2,856 | -27 | -0.9% | -$4,433 | 减仓 |
| MUB | ISHARES TR | $48.65万 | 0.08% | 4,583 | 780 | 20.5% | $8.28万 | 加仓 |
| SO | SOUTHERN CO | $50.56万 | 0.09% | 5,239 | -572 | -9.8% | -$5.52万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $51.77万 | 0.09% | 123 | 123 | — | $51.77万 | 新建仓 |
| IDU | ISHARES TR | $52.99万 | 0.09% | 4,564 | -3,909 | -46.1% | -$45.38万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $53.48万 | 0.09% | 2,465 | -247 | -9.1% | -$5.36万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $54.17万 | 0.09% | 2,002 | -659 | -24.8% | -$17.83万 | 减仓 |
| PLD | PROLOGIS INC. | $54.75万 | 0.09% | 4,142 | -94 | -2.2% | -$1.24万 | 减仓 |
| GOOG | ALPHABET INC | $54.81万 | 0.09% | 1,911 | 56 | 3.0% | $1.61万 | 加仓 |
| IGM | ISHARES TR | $54.98万 | 0.09% | 4,640 | -1,979 | -29.9% | -$23.45万 | 减仓 |
| IYW | ISHARES TR | $55.32万 | 0.10% | 3,049 | -1,278 | -29.5% | -$23.19万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $55.73万 | 0.10% | 5,709 | -8,895 | -60.9% | -$86.83万 | 减仓 |
| ITA | ISHARES TR | $56.20万 | 0.10% | 2,569 | -49 | -1.9% | -$1.07万 | 减仓 |
| SOXX | ISHARES TR | $56.65万 | 0.10% | 1,724 | 1,050 | 155.8% | $34.50万 | 加仓 |
| IJR | ISHARES TR | $57.17万 | 0.10% | 4,599 | 1,159 | 33.7% | $14.41万 | 加仓 |
| NOW | SERVICENOW INC | $57.38万 | 0.10% | 5,488 | -1,850 | -25.2% | -$19.34万 | 减仓 |
| — | CAMBRIA ETF TR | $58.82万 | 0.10% | 20,238 | 76 | 0.4% | $2,209 | 加仓 |
| SUSA | ISHARES TR | $61.59万 | 0.11% | 4,662 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $62.35万 | 0.11% | 9,936 | -3,079 | -23.7% | -$19.32万 | 减仓 |
| IYE | ISHARES TR | $62.87万 | 0.11% | 9,707 | 9,707 | — | $62.87万 | 新建仓 |
| TSLA | TESLA INC | $62.88万 | 0.11% | 1,691 | -31 | -1.8% | -$1.15万 | 减仓 |
| CRVL | CORVEL CORP | $65.86万 | 0.11% | 12,051 | 2,709 | 29.0% | $14.81万 | 加仓 |
| MCD | MCDONALDS CORP | $66.10万 | 0.11% | 2,127 | -382 | -15.2% | -$11.87万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $66.63万 | 0.11% | 5,755 | 6 | 0.1% | $695 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $68.52万 | 0.12% | 2,928 | -58 | -1.9% | -$1.36万 | 减仓 |
| IGE | ISHARES TR | $68.92万 | 0.12% | 10,951 | 5,910 | 117.2% | $37.20万 | 重新持有 |
| PTC | PTC INC | $68.97万 | 0.12% | 4,840 | 4,840 | — | $68.97万 | 新建仓 |
| BLKB | BLACKBAUD INC | $69.37万 | 0.12% | 17,967 | 4,552 | 33.9% | $17.58万 | 加仓 |
| MELI | MERCADOLIBRE INC | $69.68万 | 0.12% | 403 | -114 | -22.1% | -$19.71万 | 减仓 |
| BA | BOEING CO | $69.73万 | 0.12% | 3,503 | 946 | 37.0% | $18.83万 | 加仓 |
| SBUX | STARBUCKS CORP | $71.01万 | 0.12% | 7,926 | -131 | -1.6% | -$1.17万 | 减仓 |
| WELL | WELLTOWER INC | $71.73万 | 0.12% | 3,629 | 3,629 | — | $71.73万 | 新建仓 |
| GDDY | GODADDY INC | $72.09万 | 0.12% | 8,720 | 2,500 | 40.2% | $20.67万 | 加仓 |
| DSI | ISHARES TR | $73.76万 | 0.13% | 6,086 | -5 | -0.1% | -$606 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $74.76万 | 0.13% | 5,616 | 1,325 | 30.9% | $17.64万 | 加仓 |
| P | EVERPURE INC | $75.08万 | 0.13% | 12,718 | 2,795 | 28.2% | $16.50万 | 加仓 |
| IWD | ISHARES TR | $75.85万 | 0.13% | 3,550 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $78.61万 | 0.14% | 1,227 | 19 | 1.6% | $1.22万 | 加仓 |
| VPU | VANGUARD WORLD FD | $78.66万 | 0.14% | 3,970 | 3,970 | — | $78.66万 | 新建仓 |