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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $153.85万 | 0.24% | 16,781 | 17 | 0.1% | $1,559 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $152.78万 | 0.24% | 6,822 | -18 | -0.3% | -$4,031 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $151.78万 | 0.24% | 15,667 | -39 | -0.2% | -$3,778 | 减仓 |
| FFIV | F5 INC | $149.29万 | 0.24% | 3,589 | -129 | -3.5% | -$5.37万 | 减仓 |
| DVA | DAVITA INC | $145.95万 | 0.23% | 6,560 | -256 | -3.8% | -$5.70万 | 减仓 |
| BOXX | EA SERIES TRUST | $145.70万 | 0.23% | 12,444 | 1,248 | 11.1% | $14.61万 | 加仓 |
| IWF | ISHARES TR | $145.63万 | 0.23% | 11,728 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $144.20万 | 0.23% | 9,852 | 708 | 7.7% | $10.36万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $144.06万 | 0.23% | 8,363 | -865 | -9.4% | -$14.90万 | 减仓 |
| WELL | WELLTOWER INC | $143.19万 | 0.23% | 6,309 | 2,680 | 73.8% | $60.83万 | 加仓 |
| L | LOEWS CORP | $140.30万 | 0.22% | 12,393 | 814 | 7.0% | $9.22万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $138.41万 | 0.22% | 4,136 | -14 | -0.3% | -$4,685 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $137.75万 | 0.22% | 24,819 | -3,173 | -11.3% | -$17.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $135.52万 | 0.21% | 4,549 | 4,549 | — | $135.52万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $133.78万 | 0.21% | 2,724 | -65 | -2.3% | -$3.19万 | 减仓 |
| ABBV | ABBVIE INC | $133.15万 | 0.21% | 5,291 | -150 | -2.8% | -$3.77万 | 减仓 |
| PAYX | PAYCHEX INC | $132.70万 | 0.21% | 13,495 | 866 | 6.9% | $8.52万 | 加仓 |
| NTAP | NETAPP INC | $132.19万 | 0.21% | 8,541 | -143 | -1.6% | -$2.21万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $129.54万 | 0.21% | 11,103 | -20,321 | -64.7% | -$237.08万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $127.34万 | 0.20% | 55,974 | 2,209 | 4.1% | $5.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $123.78万 | 0.20% | 1,622 | -1,216 | -42.8% | -$92.80万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $123.13万 | 0.20% | 2,854 | 2,854 | — | $123.13万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $121.23万 | 0.19% | 24,106 | 685 | 2.9% | $3.44万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $120.03万 | 0.19% | 8,764 | 608 | 7.5% | $8.33万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $119.80万 | 0.19% | 5,515 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $116.04万 | 0.18% | 8,458 | -234 | -2.7% | -$3.21万 | 减仓 |
| VRSN | VERISIGN INC | $115.95万 | 0.18% | 4,609 | 241 | 5.5% | $6.06万 | 加仓 |
| USFD | US FOODS HLDG CORP | $114.30万 | 0.18% | 11,178 | -851 | -7.1% | -$8.70万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.09万 | 0.18% | 16,013 | 785 | 5.2% | $5.59万 | 加仓 |
| IYZ | ISHARES TR | $113.31万 | 0.18% | 26,782 | -1,275 | -4.5% | -$5.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $112.79万 | 0.18% | 4,411 | -939 | -17.6% | -$24.01万 | 减仓 |
| TJX | TJX COS INC NEW | $112.61万 | 0.18% | 7,433 | -642 | -8.0% | -$9.73万 | 减仓 |
| MDT | MEDTRONIC PLC | $112.46万 | 0.18% | 14,375 | -67 | -0.5% | -$5,241 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $110.56万 | 0.18% | 11,502 | -728 | -6.0% | -$7.00万 | 减仓 |
| EBAY | EBAY INC. | $109.60万 | 0.17% | 9,807 | -99 | -1.0% | -$1.11万 | 减仓 |
| CIEN | CIENA CORP | $108.59万 | 0.17% | 2,214 | 2,214 | — | $108.59万 | 新建仓 |
| P | EVERPURE INC | $106.65万 | 0.17% | 13,536 | 818 | 6.4% | $6.45万 | 加仓 |
| BOX | BOX INC | $105.88万 | 0.17% | 39,896 | 3,016 | 8.2% | $8.00万 | 加仓 |
| CTAS | CINTAS CORP | $104.45万 | 0.17% | 6,141 | 1,160 | 23.3% | $19.73万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $103.95万 | 0.16% | 13,086 | -186 | -1.4% | -$1.48万 | 减仓 |
| BDC | BELDEN INC | $102.70万 | 0.16% | 8,564 | -74 | -0.9% | -$8,874 | 减仓 |
| CAH | CARDINAL HEALTH INC | $101.47万 | 0.16% | 4,271 | -642 | -13.1% | -$15.25万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $101.05万 | 0.16% | 2,592 | -172 | -6.2% | -$6.71万 | 减仓 |
| HON | HONEYWELL INTL INC | $100.73万 | 0.16% | 4,499 | -4,910 | -52.2% | -$109.93万 | 减仓 |
| OMC | OMNICOM GROUP INC | $99.34万 | 0.16% | 13,640 | -7,165 | -34.4% | -$52.18万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $99.13万 | 0.16% | 4,484 | 4,484 | — | $99.13万 | 新建仓 |
| CAT | CATERPILLAR INC | $96.78万 | 0.15% | 909 | 909 | — | $96.78万 | 新建仓 |
| NEU | NEWMARKET CORP | $96.51万 | 0.15% | 1,220 | -7 | -0.6% | -$5,537 | 减仓 |
| GDDY | GODADDY INC | $91.98万 | 0.15% | 10,837 | 2,117 | 24.3% | $17.97万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $91.52万 | 0.14% | 2,204 | 8 | 0.4% | $3,322 | 加仓 |
| SHOP | SHOPIFY INC | $90.72万 | 0.14% | 7,945 | -514 | -6.1% | -$5.87万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $88.31万 | 0.14% | 6,342 | 726 | 12.9% | $10.11万 | 加仓 |
| YELP | YELP INC | $88.25万 | 0.14% | 35,990 | -9,968 | -21.7% | -$24.44万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $88.03万 | 0.14% | 43,514 | 131 | 0.3% | $2,650 | 加仓 |
| VOX | VANGUARD WORLD FD | $87.70万 | 0.14% | 4,768 | 4,768 | — | $87.70万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $87.67万 | 0.14% | 2,365 | 2,365 | — | $87.67万 | 新建仓 |
| ORCL | ORACLE CORP | $87.04万 | 0.14% | 5,939 | 537 | 9.9% | $7.87万 | 加仓 |
| DSI | ISHARES TR | $86.66万 | 0.14% | 6,086 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $86.06万 | 0.14% | 3,550 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $83.86万 | 0.13% | 9,089 | 173 | 1.9% | $1.60万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $78.98万 | 0.13% | 5,960 | -487 | -7.6% | -$6.45万 | 减仓 |
| SGOV | ISHARES TR | $78.15万 | 0.12% | 7,763 | 7,763 | — | $78.15万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $77.51万 | 0.12% | 2,928 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $77.21万 | 0.12% | 1,499 | -1,328 | -47.0% | -$68.40万 | 减仓 |
| PWR | QUANTA SVCS INC | $76.61万 | 0.12% | 1,064 | 1,064 | — | $76.61万 | 新建仓 |
| SBUX | STARBUCKS CORP | $76.48万 | 0.12% | 7,484 | -442 | -5.6% | -$4.52万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $76.20万 | 0.12% | 1,143 | -327 | -22.2% | -$21.80万 | 减仓 |
| BA | BOEING CO | $76.02万 | 0.12% | 3,512 | 9 | 0.3% | $1,948 | 加仓 |
| IYE | ISHARES TR | $74.98万 | 0.12% | 13,249 | 3,542 | 36.5% | $20.04万 | 加仓 |
| VPU | VANGUARD WORLD FD | $74.55万 | 0.12% | 3,809 | -161 | -4.1% | -$3.15万 | 减仓 |
| IJR | ISHARES TR | $74.04万 | 0.12% | 4,992 | 393 | 8.5% | $5.83万 | 加仓 |
| ROST | ROSS STORES INC | $73.33万 | 0.12% | 3,445 | 3,445 | — | $73.33万 | 新建仓 |
| MCD | MCDONALDS CORP | $72.31万 | 0.11% | 2,675 | 548 | 25.8% | $14.81万 | 加仓 |
| SUSA | ISHARES TR | $71.93万 | 0.11% | 4,662 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $71.53万 | 0.11% | 2,836 | -213 | -7.0% | -$5.37万 | 减仓 |
| TSLA | TESLA INC | $71.41万 | 0.11% | 1,698 | 7 | 0.4% | $2,944 | 加仓 |
| IGM | ISHARES TR | $70.03万 | 0.11% | 4,281 | -359 | -7.7% | -$5.87万 | 减仓 |
| GOOG | ALPHABET INC | $66.96万 | 0.11% | 1,895 | -16 | -0.8% | -$5,653 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $66.95万 | 0.11% | 1,999 | 1,999 | — | $66.95万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $66.73万 | 0.11% | 5,715 | -40 | -0.7% | -$4,671 | 减仓 |
| BLKB | BLACKBAUD INC | $65.40万 | 0.10% | 22,078 | 4,111 | 22.9% | $12.18万 | 加仓 |
| FIX | COMFORT SYS USA INC | $65.29万 | 0.10% | 329 | 329 | — | $65.29万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $63.76万 | 0.10% | 11,024 | -2,910 | -20.9% | -$16.83万 | 减仓 |
| CRVL | CORVEL CORP | $63.74万 | 0.10% | 10,196 | -1,855 | -15.4% | -$11.60万 | 减仓 |
| — | CAMBRIA ETF TR | $63.07万 | 0.10% | 21,108 | 870 | 4.3% | $2.60万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $63.01万 | 0.10% | 16,270 | 1,068 | 7.0% | $4.14万 | 加仓 |
| OKE | ONEOK INC NEW | $61.97万 | 0.10% | 7,128 | 7,128 | — | $61.97万 | 新建仓 |
| IGE | ISHARES TR | $61.61万 | 0.10% | 10,967 | 16 | 0.1% | $899 | 加仓 |
| NEM | NEWMONT CORP | $61.29万 | 0.10% | 6,562 | 3,987 | 154.8% | $37.24万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $61.10万 | 0.10% | 442 | 442 | — | $61.10万 | 新建仓 |
| D | DOMINION ENERGY INC | $60.77万 | 0.10% | 8,899 | 8,899 | — | $60.77万 | 新建仓 |
| NET | CLOUDFLARE INC | $59.92万 | 0.09% | 2,443 | 2,443 | — | $59.92万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $59.72万 | 0.09% | 696 | 696 | — | $59.72万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $59.24万 | 0.09% | 1,490 | -1,050 | -41.3% | -$41.75万 | 减仓 |
| BAC | BANK OF AMER CORP | $57.57万 | 0.09% | 10,104 | 10,104 | — | $57.57万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $57.54万 | 0.09% | 2,140 | 145 | 7.3% | $3.90万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $55.76万 | 0.09% | 2,423 | -42 | -1.7% | -$9,665 | 减仓 |
| PGR | PROGRESSIVE CORP | $54.43万 | 0.09% | 2,492 | -2,259 | -47.5% | -$49.34万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $53.71万 | 0.09% | 5,503 | -206 | -3.6% | -$2.01万 | 减仓 |
| IBB | ISHARES TR | $53.20万 | 0.08% | 2,797 | 83 | 3.1% | $1.58万 | 加仓 |