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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $40.60万 | 0.07% | 2,532 | -231 | -8.4% | -$3.70万 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $39.60万 | 0.07% | 7,047 | -103 | -1.4% | -$5,788 | 减仓 |
| WFC | WELLS FARGO & CO | $39.28万 | 0.07% | 4,933 | 10 | 0.2% | $796 | 加仓 |
| CME | CME GROUP INC | $39.23万 | 0.07% | 1,328 | -272 | -17.0% | -$8.04万 | 减仓 |
| KKR | KKR & CO INC | $38.54万 | 0.07% | 4,167 | 436 | 11.7% | $4.03万 | 加仓 |
| QCOM | QUALCOMM INC | $38.50万 | 0.07% | 2,989 | -337 | -10.1% | -$4.34万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $38.10万 | 0.07% | 6,937 | -2 | -0.0% | -$110 | 减仓 |
| CMCSA | COMCAST CORP NEW | $38.09万 | 0.07% | 13,267 | -239 | -1.8% | -$6,862 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $37.15万 | 0.06% | 7,921 | 2,438 | 44.5% | $11.44万 | 加仓 |
| DASH | DOORDASH INC | $37.15万 | 0.06% | 2,474 | -1,829 | -42.5% | -$27.46万 | 减仓 |
| SHY | ISHARES TR | $36.62万 | 0.06% | 4,434 | 914 | 26.0% | $7.55万 | 加仓 |
| AOA | ISHARES TR | $35.51万 | 0.06% | 4,013 | -352 | -8.1% | -$3.11万 | 减仓 |
| GLW | CORNING INC | $34.47万 | 0.06% | 2,535 | 2,535 | — | $34.47万 | 新建仓 |
| IBDV | ISHARES TR | $33.90万 | 0.06% | 15,486 | 2,700 | 21.1% | $5.91万 | 加仓 |
| IWV | ISHARES TR | $33.36万 | 0.06% | 900 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $32.64万 | 0.06% | 748 | -406 | -35.2% | -$17.71万 | 减仓 |
| — | EA SERIES TRUST | $31.98万 | 0.06% | 10,046 | 10,046 | — | $31.98万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $31.59万 | 0.05% | 1,137 | -308 | -21.3% | -$8.56万 | 减仓 |
| INTU | INTUIT | $30.78万 | 0.05% | 712 | -35 | -4.7% | -$1.51万 | 减仓 |
| DE | DEERE & CO | $30.23万 | 0.05% | 537 | 2 | 0.4% | $1,126 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $29.64万 | 0.05% | 11,141 | 2,386 | 27.3% | $6.35万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $29.64万 | 0.05% | 11,270 | 2,341 | 26.2% | $6.16万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.47万 | 0.05% | 1,416 | -13 | -0.9% | -$2,706 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.90万 | 0.05% | 330 | -1,116 | -77.2% | -$94.34万 | 重新持有 |
| NEM | NEWMONT CORP | $27.87万 | 0.05% | 2,575 | 2,575 | — | $27.87万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $27.79万 | 0.05% | 4,010 | 1,276 | 46.7% | $8.84万 | 加仓 |
| PPG | PPG INDS INC | $27.10万 | 0.05% | 2,536 | -3 | -0.1% | -$321 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $26.61万 | 0.05% | 10,756 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $25.91万 | 0.04% | 12,381 | 473 | 4.0% | $9,900 | 加仓 |
| ADBE | ADOBE INC | $25.89万 | 0.04% | 1,065 | 3 | 0.3% | $729 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.31万 | 0.04% | 1,319 | 3 | 0.2% | $576 | 加仓 |
| LQD | ISHARES TR | $24.85万 | 0.04% | 2,280 | 2,280 | — | $24.85万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.65万 | 0.04% | 5,130 | 5,130 | — | $24.65万 | 新建仓 |
| HYG | ISHARES TR | $24.44万 | 0.04% | 3,072 | 580 | 23.3% | $4.61万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $24.19万 | 0.04% | 1,326 | 1,326 | — | $24.19万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $23.90万 | 0.04% | 547 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $23.87万 | 0.04% | 6,309 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $23.64万 | 0.04% | 27,747 | -1,189 | -4.1% | -$1.01万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.38万 | 0.04% | 2,412 | 208 | 9.4% | $1.93万 | 加仓 |
| BX | BLACKSTONE INC | $22.27万 | 0.04% | 1,936 | -1,227 | -38.8% | -$14.11万 | 减仓 |
| SHM | SPDR SERIES TRUST | $22.24万 | 0.04% | 4,650 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $22.18万 | 0.04% | 2,336 | 2,336 | — | $22.18万 | 新建仓 |
| MAS | MASCO CORP | $20.80万 | 0.04% | 3,446 | -40 | -1.1% | -$2,415 | 减仓 |
| KBH | KB HOME | $20.01万 | 0.03% | 3,866 | -947 | -19.7% | -$4.90万 | 减仓 |
| — | PURPLE INNOVATION INC | $6,630 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| 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 |