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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $132.51万 | 0.23% | 8,156 | 1,067 | 15.1% | $17.34万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $130.83万 | 0.23% | 2,764 | 17 | 0.6% | $8,046 | 加仓 |
| MPC | MARATHON PETE CORP | $130.64万 | 0.22% | 5,350 | 535 | 11.1% | $13.06万 | 加仓 |
| BOXX | EA SERIES TRUST | $130.19万 | 0.22% | 11,196 | 1,714 | 18.1% | $19.93万 | 加仓 |
| TPR | TAPESTRY INC | $129.03万 | 0.22% | 9,144 | 6,179 | 208.4% | $87.19万 | 加仓 |
| TJX | TJX COS INC NEW | $128.97万 | 0.22% | 8,075 | 102 | 1.3% | $1.63万 | 加仓 |
| MDT | MEDTRONIC PLC | $125.15万 | 0.22% | 14,442 | 165 | 1.2% | $1.43万 | 加仓 |
| IWF | ISHARES TR | $125.02万 | 0.22% | 2,932 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $123.60万 | 0.21% | 11,579 | 179 | 1.6% | $1.91万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $122.58万 | 0.21% | 53,765 | 985 | 1.9% | $2.25万 | 加仓 |
| ABBV | ABBVIE INC | $118.35万 | 0.20% | 5,441 | 41 | 0.8% | $8,918 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $117.08万 | 0.20% | 2,540 | 429 | 20.3% | $19.77万 | 加仓 |
| PAYX | PAYCHEX INC | $116.34万 | 0.20% | 12,629 | 1,767 | 16.3% | $16.28万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $116.25万 | 0.20% | 2,789 | 71 | 2.6% | $2.96万 | 加仓 |
| FTNT | FORTINET INC | $115.57万 | 0.20% | 14,142 | 2,080 | 17.2% | $17.00万 | 加仓 |
| YELP | YELP INC | $113.70万 | 0.20% | 45,958 | 7,433 | 19.3% | $18.39万 | 加仓 |
| APP | APPLOVIN CORP | $112.50万 | 0.19% | 2,827 | 203 | 7.7% | $8.08万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $112.32万 | 0.19% | 47,172 | 805 | 1.7% | $1.92万 | 加仓 |
| USFD | US FOODS HLDG CORP | $110.92万 | 0.19% | 12,029 | -67 | -0.6% | -$6,178 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $110.80万 | 0.19% | 2,838 | 91 | 3.3% | $3.55万 | 加仓 |
| IYZ | ISHARES TR | $110.32万 | 0.19% | 28,057 | -7,278 | -20.6% | -$28.62万 | 减仓 |
| VRSN | VERISIGN INC | $108.48万 | 0.19% | 4,368 | 101 | 2.4% | $2.51万 | 加仓 |
| FFIV | F5 INC | $107.58万 | 0.19% | 3,718 | 52 | 1.4% | $1.50万 | 加仓 |
| DVA | DAVITA INC | $104.75万 | 0.18% | 6,816 | 55 | 0.8% | $8,453 | 加仓 |
| CAH | CARDINAL HEALTH INC | $103.82万 | 0.18% | 4,913 | 11 | 0.2% | $2,324 | 加仓 |
| PHM | PULTE GROUP INC | $102.23万 | 0.18% | 8,692 | 83 | 1.0% | $9,762 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $101.15万 | 0.17% | 13,272 | 43 | 0.3% | $3,277 | 加仓 |
| SHOP | SHOPIFY INC | $100.34万 | 0.17% | 8,459 | -73 | -0.9% | -$8,659 | 减仓 |
| BDC | BELDEN INC | $99.19万 | 0.17% | 8,638 | 61 | 0.7% | $7,005 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.58万 | 0.17% | 15,228 | 3,274 | 27.4% | $20.98万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $97.44万 | 0.17% | 43,383 | 159 | 0.4% | $3,571 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $96.05万 | 0.17% | 23,421 | 4,202 | 21.9% | $17.23万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $95.30万 | 0.16% | 2,196 | 33 | 1.5% | $1.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $94.19万 | 0.16% | 4,751 | -103 | -2.1% | -$2.04万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $93.26万 | 0.16% | 15,202 | 2,714 | 21.7% | $16.65万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $92.07万 | 0.16% | 5,144 | 93 | 1.8% | $1.66万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $90.36万 | 0.16% | 5,471 | 82 | 1.5% | $1.35万 | 加仓 |
| EBAY | EBAY INC. | $90.16万 | 0.16% | 9,906 | 225 | 2.3% | $2.05万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $89.63万 | 0.15% | 4,150 | -139 | -3.2% | -$3.00万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $89.56万 | 0.15% | 19,771 | 328 | 1.7% | $1.49万 | 加仓 |
| NTAP | NETAPP INC | $88.92万 | 0.15% | 8,684 | 76 | 0.9% | $7,782 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $88.91万 | 0.15% | 1,470 | -24 | -1.6% | -$1.45万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $88.62万 | 0.15% | 12,230 | 63 | 0.5% | $4,565 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $87.62万 | 0.15% | 5,515 | -341 | -5.8% | -$5.42万 | 减仓 |
| BOX | BOX INC | $87.19万 | 0.15% | 36,880 | 7,076 | 23.7% | $16.73万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $87.18万 | 0.15% | 6,447 | 61 | 1.0% | $8,249 | 加仓 |
| GE | GE AEROSPACE | $84.42万 | 0.15% | 2,975 | 826 | 38.4% | $23.44万 | 加仓 |
| CTAS | CINTAS CORP | $84.24万 | 0.15% | 4,981 | -16 | -0.3% | -$2,706 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $83.79万 | 0.14% | 8,916 | 2,737 | 44.3% | $25.72万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $80.32万 | 0.14% | 13,934 | -6,397 | -31.5% | -$36.87万 | 减仓 |
| ORCL | ORACLE CORP | $79.46万 | 0.14% | 5,402 | 90 | 1.7% | $1.32万 | 加仓 |
| VPU | VANGUARD WORLD FD | $78.66万 | 0.14% | 3,970 | 3,970 | — | $78.66万 | 新建仓 |
| NEU | NEWMARKET CORP | $78.61万 | 0.14% | 1,227 | 19 | 1.6% | $1.22万 | 加仓 |
| IWD | ISHARES TR | $75.85万 | 0.13% | 3,550 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $75.08万 | 0.13% | 12,718 | 2,795 | 28.2% | $16.50万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $74.76万 | 0.13% | 5,616 | 1,325 | 30.9% | $17.64万 | 加仓 |
| DSI | ISHARES TR | $73.76万 | 0.13% | 6,086 | -5 | -0.1% | -$606 | 减仓 |
| GDDY | GODADDY INC | $72.09万 | 0.12% | 8,720 | 2,500 | 40.2% | $20.67万 | 加仓 |
| WELL | WELLTOWER INC | $71.73万 | 0.12% | 3,629 | 3,629 | — | $71.73万 | 新建仓 |
| SBUX | STARBUCKS CORP | $71.01万 | 0.12% | 7,926 | -131 | -1.6% | -$1.17万 | 减仓 |
| BA | BOEING CO | $69.73万 | 0.12% | 3,503 | 946 | 37.0% | $18.83万 | 加仓 |
| MELI | MERCADOLIBRE INC | $69.68万 | 0.12% | 403 | -114 | -22.1% | -$19.71万 | 减仓 |
| BLKB | BLACKBAUD INC | $69.37万 | 0.12% | 17,967 | 4,552 | 33.9% | $17.58万 | 加仓 |
| PTC | PTC INC | $68.97万 | 0.12% | 4,840 | 4,840 | — | $68.97万 | 新建仓 |
| IGE | ISHARES TR | $68.92万 | 0.12% | 10,951 | 5,910 | 117.2% | $37.20万 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $68.52万 | 0.12% | 2,928 | -58 | -1.9% | -$1.36万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $66.63万 | 0.11% | 5,755 | 6 | 0.1% | $695 | 加仓 |
| MCD | MCDONALDS CORP | $66.10万 | 0.11% | 2,127 | -382 | -15.2% | -$11.87万 | 减仓 |
| CRVL | CORVEL CORP | $65.86万 | 0.11% | 12,051 | 2,709 | 29.0% | $14.81万 | 加仓 |
| TSLA | TESLA INC | $62.88万 | 0.11% | 1,691 | -31 | -1.8% | -$1.15万 | 减仓 |
| IYE | ISHARES TR | $62.87万 | 0.11% | 9,707 | 9,707 | — | $62.87万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $62.35万 | 0.11% | 9,936 | -3,079 | -23.7% | -$19.32万 | 减仓 |
| SUSA | ISHARES TR | $61.59万 | 0.11% | 4,662 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA ETF TR | $58.82万 | 0.10% | 20,238 | 76 | 0.4% | $2,209 | 加仓 |
| NOW | SERVICENOW INC | $57.38万 | 0.10% | 5,488 | -1,850 | -25.2% | -$19.34万 | 减仓 |
| IJR | ISHARES TR | $57.17万 | 0.10% | 4,599 | 1,159 | 33.7% | $14.41万 | 加仓 |
| SOXX | ISHARES TR | $56.65万 | 0.10% | 1,724 | 1,050 | 155.8% | $34.50万 | 加仓 |
| ITA | ISHARES TR | $56.20万 | 0.10% | 2,569 | -49 | -1.9% | -$1.07万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $55.73万 | 0.10% | 5,709 | -8,895 | -60.9% | -$86.83万 | 减仓 |
| IYW | ISHARES TR | $55.32万 | 0.10% | 3,049 | -1,278 | -29.5% | -$23.19万 | 减仓 |
| IGM | ISHARES TR | $54.98万 | 0.09% | 4,640 | -1,979 | -29.9% | -$23.45万 | 减仓 |
| GOOG | ALPHABET INC | $54.81万 | 0.09% | 1,911 | 56 | 3.0% | $1.61万 | 加仓 |
| PLD | PROLOGIS INC. | $54.75万 | 0.09% | 4,142 | -94 | -2.2% | -$1.24万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $54.17万 | 0.09% | 2,002 | -659 | -24.8% | -$17.83万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $53.48万 | 0.09% | 2,465 | -247 | -9.1% | -$5.36万 | 减仓 |
| IDU | ISHARES TR | $52.99万 | 0.09% | 4,564 | -3,909 | -46.1% | -$45.38万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $51.77万 | 0.09% | 123 | 123 | — | $51.77万 | 新建仓 |
| SO | SOUTHERN CO | $50.56万 | 0.09% | 5,239 | -572 | -9.8% | -$5.52万 | 减仓 |
| MUB | ISHARES TR | $48.65万 | 0.08% | 4,583 | 780 | 20.5% | $8.28万 | 加仓 |
| IAI | ISHARES TR | $46.89万 | 0.08% | 2,856 | -27 | -0.9% | -$4,433 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.43万 | 0.08% | 9,248 | 158 | 1.7% | $7,932 | 加仓 |
| IYF | ISHARES TR | $46.17万 | 0.08% | 3,924 | -1,095 | -21.8% | -$12.88万 | 减仓 |
| IGV | ISHARES TR | $46.09万 | 0.08% | 5,757 | -838 | -12.7% | -$6.71万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $45.97万 | 0.08% | 1,995 | 78 | 4.1% | $1.80万 | 加仓 |
| IBB | ISHARES TR | $45.83万 | 0.08% | 2,714 | -621 | -18.6% | -$10.49万 | 减仓 |
| IYM | ISHARES TR | $45.09万 | 0.08% | 2,563 | 2,563 | — | $45.09万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $44.11万 | 0.08% | 4,277 | -328 | -7.1% | -$3.38万 | 减仓 |
| IETC | ISHARES U S ETF TR | $43.59万 | 0.08% | 4,932 | -41 | -0.8% | -$3,624 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $43.10万 | 0.07% | 5,992 | -1,494 | -20.0% | -$10.75万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $41.29万 | 0.07% | 3,705 | 466 | 14.4% | $5.19万 | 加仓 |