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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,015.75万 | 3.19% | 69,663 | 1,160 | 1.7% | $33.57万 | 加仓 |
| KR | KROGER CO | $1,470.95万 | 2.33% | 264,892 | 10 | 0.0% | $555 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,434.40万 | 2.27% | 36,115 | -1,773 | -4.7% | -$70.42万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,300.04万 | 2.06% | 34,852 | -948 | -2.6% | -$35.36万 | 减仓 |
| CSCO | CISCO SYS INC | $1,184.78万 | 1.88% | 100,867 | -442 | -0.4% | -$5.19万 | 减仓 |
| AVGO | BROADCOM INC | $1,178.13万 | 1.87% | 31,188 | -2,357 | -7.0% | -$89.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,136.07万 | 1.80% | 19,557 | -3,375 | -14.7% | -$196.05万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,043.58万 | 1.65% | 52,155 | -3,653 | -6.5% | -$73.09万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,032.12万 | 1.63% | 86,355 | 291 | 0.3% | $3.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,001.96万 | 1.59% | 13,417 | 66 | 0.5% | $4.93万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $960.56万 | 1.52% | 9,820 | 63 | 0.6% | $6.16万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $955.86万 | 1.51% | 10,218 | -39 | -0.4% | -$3.65万 | 减仓 |
| WMT | WALMART INC | $944.59万 | 1.50% | 83,399 | 6,092 | 7.9% | $69.00万 | 加仓 |
| COR | CENCORA INC | $922.13万 | 1.46% | 32,587 | -173 | -0.5% | -$4.90万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $912.43万 | 1.45% | 25,757 | -135 | -0.5% | -$4.78万 | 减仓 |
| CB | CHUBB LIMITED | $894.17万 | 1.42% | 26,242 | -184 | -0.7% | -$6.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $854.92万 | 1.35% | 28,682 | -109 | -0.4% | -$3.25万 | 减仓 |
| GOOGL | ALPHABET INC | $834.09万 | 1.32% | 23,340 | 1,565 | 7.2% | $55.93万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $831.87万 | 1.32% | 28,627 | -521 | -1.8% | -$15.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $822.26万 | 1.30% | 7,123 | 268 | 3.9% | $30.94万 | 加仓 |
| BLK | BLACKROCK INC | $809.30万 | 1.28% | 8,417 | -256 | -3.0% | -$24.61万 | 减仓 |
| AMGN | AMGEN INC | $802.70万 | 1.27% | 22,167 | -126 | -0.6% | -$4.56万 | 减仓 |
| IBDR | ISHARES TR | $789.84万 | 1.25% | 325,975 | -12,626 | -3.7% | -$30.59万 | 减仓 |
| UNP | UNION PAC CORP | $750.24万 | 1.19% | 27,582 | -140 | -0.5% | -$3.81万 | 减仓 |
| — | EA SERIES TRUST | $724.94万 | 1.15% | 228,493 | -2,411 | -1.0% | -$7.65万 | 减仓 |
| IBDS | ISHARES TR | $722.35万 | 1.14% | 298,243 | -9,062 | -2.9% | -$21.95万 | 减仓 |
| LLY | ELI LILLY & CO | $717.14万 | 1.14% | 5,979 | 834 | 16.2% | $100.03万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $701.00万 | 1.11% | 79,868 | 3,077 | 4.0% | $27.01万 | 加仓 |
| PSX | PHILLIPS 66 | $692.93万 | 1.10% | 40,989 | -181 | -0.4% | -$3.06万 | 减仓 |
| NFLX | NETFLIX INC. | $639.68万 | 1.01% | 89,591 | -306 | -0.3% | -$2.18万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $623.79万 | 0.99% | 12,146 | -793 | -6.1% | -$40.73万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $617.48万 | 0.98% | 12,120 | 59 | 0.5% | $3.01万 | 加仓 |
| EMR | EMERSON ELEC CO | $615.85万 | 0.98% | 43,021 | 346 | 0.8% | $4.95万 | 加仓 |
| FLOT | ISHARES TR | $610.19万 | 0.97% | 119,528 | -6,325 | -5.0% | -$32.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $604.64万 | 0.96% | 41,233 | 305 | 0.7% | $4.47万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $595.81万 | 0.94% | 20,322 | 152 | 0.8% | $4.46万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $580.75万 | 0.92% | 47,174 | -2,436 | -4.9% | -$29.99万 | 减仓 |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $577.13万 | 0.91% | 101,985 | -1,682 | -1.6% | -$9.52万 | 减仓 |
| V | VISA INC | $564.24万 | 0.89% | 16,446 | 923 | 5.9% | $31.67万 | 加仓 |
| SYK | STRYKER CORPORATION | $556.66万 | 0.88% | 17,680 | 41 | 0.2% | $1.29万 | 加仓 |
| LOW | LOWES COS INC | $550.07万 | 0.87% | 24,947 | -8,265 | -24.9% | -$182.24万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $518.85万 | 0.82% | 15,851 | -1,236 | -7.2% | -$40.46万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $508.03万 | 0.80% | 36,883 | 507 | 1.4% | $6.98万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $507.66万 | 0.80% | 55,947 | 1,575 | 2.9% | $14.29万 | 加仓 |
| — | EXXON MOBIL CORP | $475.59万 | 0.75% | 34,786 | -299 | -0.9% | -$4.09万 | 减仓 |
| AMZN | AMAZON COM INC | $461.88万 | 0.73% | 19,379 | 300 | 1.6% | $7.15万 | 加仓 |
| META | META PLATFORMS INC | $434.72万 | 0.69% | 7,718 | -676 | -8.1% | -$38.08万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $425.99万 | 0.67% | 53,864 | -4,091 | -7.1% | -$32.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $398.08万 | 0.63% | 7,955 | 76 | 1.0% | $3.80万 | 加仓 |
| IBMR | ISHARES TR | $384.28万 | 0.61% | 165,926 | 165,926 | — | $384.28万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $382.38万 | 0.61% | 5,192 | -165 | -3.1% | -$12.15万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $357.01万 | 0.57% | 8,239 | 529 | 6.9% | $22.92万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $353.53万 | 0.56% | 96,884 | 2,791 | 3.0% | $10.18万 | 加仓 |
| KLAC | KLA CORP | $344.90万 | 0.55% | 11,431 | -4,889 | -30.0% | -$147.51万 | 减仓 |
| APH | AMPHENOL CORP | $333.55万 | 0.53% | 18,918 | -10,323 | -35.3% | -$182.01万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $327.89万 | 0.52% | 87,252 | 87,252 | — | $327.89万 | 新建仓 |
| IBDT | ISHARES TR | $326.19万 | 0.52% | 129,186 | -7,967 | -5.8% | -$20.12万 | 减仓 |
| FLEX | FLEX LTD | $316.77万 | 0.50% | 19,545 | -3,194 | -14.0% | -$51.77万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $294.69万 | 0.47% | 23,681 | 975 | 4.3% | $12.13万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $284.40万 | 0.45% | 34,351 | 10,482 | 43.9% | $86.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $275.88万 | 0.44% | 16,240 | -608 | -3.6% | -$10.33万 | 减仓 |
| SMH | VANECK ETF TRUST | $269.93万 | 0.43% | 4,115 | -8 | -0.2% | -$5,248 | 减仓 |
| SNDK | SANDISK CORP | $267.72万 | 0.42% | 1,177 | 1,177 | — | $267.72万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $265.74万 | 0.42% | 44,491 | -4,786 | -9.7% | -$28.59万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $262.88万 | 0.42% | 57,892 | 3,163 | 5.8% | $14.36万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $250.66万 | 0.40% | 6,031 | -73 | -1.2% | -$3.03万 | 减仓 |
| SANM | SANMINA CORP | $249.28万 | 0.39% | 9,850 | -1,198 | -10.8% | -$30.32万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $247.06万 | 0.39% | 9,728 | -2,132 | -18.0% | -$54.15万 | 减仓 |
| ZTS | ZOETIS INC | $244.18万 | 0.39% | 33,980 | 2,127 | 6.7% | $15.28万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $239.76万 | 0.38% | 53,175 | -4,649 | -8.0% | -$20.96万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $239.71万 | 0.38% | 3,490 | 193 | 5.9% | $13.26万 | 加仓 |
| BPOP | POPULAR INC | $226.33万 | 0.36% | 13,786 | -182 | -1.3% | -$2.99万 | 减仓 |
| GWW | WW GRAINGER INC | $223.26万 | 0.35% | 1,641 | -7 | -0.4% | -$9,523 | 减仓 |
| FTNT | FORTINET INC | $218.35万 | 0.35% | 14,214 | 72 | 0.5% | $1.11万 | 加仓 |
| SPGI | S&P GLOBAL INC | $217.14万 | 0.34% | 5,332 | -372 | -6.5% | -$15.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $214.00万 | 0.34% | 7,610 | 21 | 0.3% | $5,906 | 加仓 |
| LIN | LINDE PLC | $205.66万 | 0.33% | 3,963 | -553 | -12.2% | -$28.70万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $204.39万 | 0.32% | 7,646 | -935 | -10.9% | -$24.99万 | 减仓 |
| AFL | AFLAC INC | $203.19万 | 0.32% | 17,329 | -392 | -2.2% | -$4.60万 | 减仓 |
| — | ELECTRONIC ARTS INC | $197.01万 | 0.31% | 9,608 | -819 | -7.9% | -$16.79万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $193.25万 | 0.31% | 42,839 | -4,333 | -9.2% | -$19.55万 | 减仓 |
| MS | MORGAN STANLEY | $190.33万 | 0.30% | 9,105 | -3,350 | -26.9% | -$70.03万 | 减仓 |
| — | CAMBRIA ETF TR | $189.28万 | 0.30% | 59,254 | 801 | 1.4% | $2.56万 | 加仓 |
| FTI | TECHNIPFMC PLC | $187.63万 | 0.30% | 28,300 | -5,913 | -17.3% | -$39.20万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $187.60万 | 0.30% | 2,937 | 935 | 46.7% | $59.72万 | 加仓 |
| O | REALTY INCOME CORP | $186.26万 | 0.29% | 30,061 | -1,057 | -3.4% | -$6.55万 | 减仓 |
| GLW | CORNING INC | $185.45万 | 0.29% | 7,260 | 4,725 | 186.4% | $120.70万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $181.69万 | 0.29% | 6,718 | -747 | -10.0% | -$20.20万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $180.93万 | 0.29% | 15,914 | 96 | 0.6% | $1.09万 | 加仓 |
| ECL | ECOLAB INC | $179.09万 | 0.28% | 6,428 | -7 | -0.1% | -$1,950 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $176.92万 | 0.28% | 25,282 | -3,210 | -11.3% | -$22.46万 | 减仓 |
| HD | HOME DEPOT INC | $174.01万 | 0.28% | 4,934 | 105 | 2.2% | $3.70万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $173.95万 | 0.28% | 4,969 | -964 | -16.2% | -$33.75万 | 减仓 |
| RL | RALPH LAUREN CORP | $171.72万 | 0.27% | 4,278 | 4,278 | — | $171.72万 | 新建仓 |
| GE | GE AEROSPACE | $171.35万 | 0.27% | 4,585 | 1,610 | 54.1% | $60.17万 | 加仓 |
| RTX | RTX CORPORATION | $168.44万 | 0.27% | 8,878 | -587 | -6.2% | -$11.14万 | 减仓 |
| PEP | PEPSICO INC | $168.33万 | 0.27% | 12,431 | -478 | -3.7% | -$6.47万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $163.01万 | 0.26% | 13,206 | -444 | -3.3% | -$5.48万 | 减仓 |
| SOXX | ISHARES TR | $162.22万 | 0.26% | 2,532 | 808 | 46.9% | $51.77万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $156.87万 | 0.25% | 4,556 | 16 | 0.4% | $5,509 | 加仓 |