Nordwand Advisors, LLC
RADNOR PA · SEC CIK 0001962713
$6.52亿2026Q2 申报市值
146持仓数
31.1%前十大占比 · 第一大 4.7%
5 / 9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
NCLH 加仓+$265.17万
YSWY 新建仓+$167.76万
HONA 新建仓+$137.89万
QXO 加仓+$108.52万
EMBJ 加仓+$90.92万
2026Q2 卖出最多 按季末市值估算
CASY 减仓-$225.64万
AWK 减仓-$162.58万
ACN 减仓-$148.36万
HON 减仓-$131.27万
SYY 减仓-$108.25万
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 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $279.84万 | 0.43% | 15,950 | -350 | -2.1% | -$6.14万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $298.79万 | 0.46% | 94,525 | 24,875 | 35.7% | $78.63万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $315.38万 | 0.48% | 10,025 | -50 | -0.5% | -$1.57万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $328.51万 | 0.50% | 23,475 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $337.65万 | 0.52% | 10,783 | 180 | 1.7% | $5.64万 | 加仓 |
| SYY | SYSCO CORP | $343.25万 | 0.53% | 41,069 | -12,952 | -24.0% | -$108.25万 | 减仓 |
| CDW | CDW CORP | $353.85万 | 0.54% | 25,160 | -5,702 | -18.5% | -$80.19万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $411.86万 | 0.63% | 46,925 | 735 | 1.6% | $6.45万 | 加仓 |
| DHI | D R HORTON INC | $446.14万 | 0.68% | 27,391 | 50 | 0.2% | $8,144 | 加仓 |
| NVDA | NVIDIA CORPORATION | $480.37万 | 0.74% | 24,008 | 275 | 1.2% | $5.50万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $505.03万 | 0.77% | 55,657 | 3,891 | 7.5% | $35.31万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $506.29万 | 0.78% | 109,943 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $548.94万 | 0.84% | 30,568 | 175 | 0.6% | $3.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $552.93万 | 0.85% | 11,029 | -112 | -1.0% | -$5.62万 | 减仓 |
| SCI | SERVICE CORP INTL | $573.69万 | 0.88% | 75,525 | 425 | 0.6% | $3.23万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $586.23万 | 0.90% | 17,331 | -55 | -0.3% | -$1.86万 | 减仓 |
| MRK | MERCK & CO INC | $590.79万 | 0.91% | 45,976 | 248 | 0.5% | $3.19万 | 加仓 |
| CTVA | CORTEVA INC | $613.16万 | 0.94% | 72,401 | -214 | -0.3% | -$1.81万 | 减仓 |
| QXO | QXO INC | $669.25万 | 1.03% | 387,300 | 62,800 | 19.4% | $108.52万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $717.90万 | 1.10% | 24,705 | 600 | 2.5% | $17.44万 | 加仓 |
| EMBJ | EMBRAER S.A. | $773.03万 | 1.19% | 121,165 | 14,250 | 13.3% | $90.92万 | 加仓 |
| HUBB | HUBBELL INC | $776.27万 | 1.19% | 14,837 | 113 | 0.8% | $5.91万 | 加仓 |
| AMRZ | AMRIZE LTD | $781.77万 | 1.20% | 146,673 | 4,118 | 2.9% | $21.95万 | 加仓 |
| WM | WASTE MGMT INC DEL | $816.16万 | 1.25% | 36,619 | -1,075 | -2.9% | -$23.96万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $834.62万 | 1.28% | 28,468 | 219 | 0.8% | $6.42万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $842.00万 | 1.29% | 10,594 | -2,839 | -21.1% | -$225.64万 | 减仓 |
| CAT | CATERPILLAR INC | $876.41万 | 1.34% | 8,230 | -415 | -4.8% | -$44.19万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $904.26万 | 1.39% | 428,355 | 125,615 | 41.5% | $265.17万 | 加仓 |
| AMGN | AMGEN INC | $942.31万 | 1.44% | 26,022 | 485 | 1.9% | $17.56万 | 加仓 |
| OSEA | HARBOR ETF TRUST | $961.61万 | 1.47% | 314,868 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $976.20万 | 1.50% | 21,279 | 261 | 1.2% | $11.97万 | 加仓 |
| UNP | UNION PAC CORP | $982.22万 | 1.51% | 36,111 | 489 | 1.4% | $13.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $990.53万 | 1.52% | 59,757 | 755 | 1.3% | $12.51万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,018.15万 | 1.56% | 50,501 | 4,297 | 9.3% | $86.63万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,038.58万 | 1.59% | 30,455 | -1,736 | -5.4% | -$59.20万 | 减仓 |
| GOOGL | ALPHABET INC | $1,042.77万 | 1.60% | 29,179 | 1,312 | 4.7% | $46.89万 | 加仓 |
| PSX | PHILLIPS 66 | $1,060.35万 | 1.63% | 62,724 | 1,428 | 2.3% | $24.14万 | 加仓 |
| ORCL | ORACLE CORP | $1,112.48万 | 1.71% | 75,911 | 798 | 1.1% | $11.69万 | 加仓 |
| RTX | RTX CORPORATION | $1,153.20万 | 1.77% | 60,781 | 793 | 1.3% | $15.05万 | 加仓 |
| MS | MORGAN STANLEY | $1,209.69万 | 1.85% | 57,869 | 225 | 0.4% | $4.70万 | 加仓 |
| URI | UNITED RENTALS INC | $1,253.28万 | 1.92% | 11,063 | 105 | 1.0% | $11.90万 | 加仓 |
| IJR | ISHARES TR | $1,256.22万 | 1.93% | 84,702 | -5,910 | -6.5% | -$87.65万 | 减仓 |
| ABBV | ABBVIE INC | $1,314.49万 | 2.02% | 52,237 | 830 | 1.6% | $20.89万 | 加仓 |
| AAPL | APPLE INC | $1,345.18万 | 2.06% | 46,488 | 45 | 0.1% | $1.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,399.40万 | 2.15% | 42,752 | 484 | 1.1% | $15.84万 | 加仓 |
| LLY | ELI LILLY & CO | $1,404.08万 | 2.15% | 11,706 | -88 | -0.7% | -$10.56万 | 减仓 |
| CSCO | CISCO SYS INC | $1,415.45万 | 2.17% | 120,505 | 650 | 0.5% | $7.63万 | 加仓 |
| CMI | CUMMINS INC | $1,425.49万 | 2.19% | 19,987 | -25 | -0.1% | -$1.78万 | 减仓 |
| ETN | EATON CORP PLC | $1,730.00万 | 2.65% | 40,599 | 369 | 0.9% | $15.72万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,912.63万 | 2.93% | 57,124 | 98 | 0.2% | $3.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,913.13万 | 2.93% | 51,288 | 1,002 | 2.0% | $37.38万 | 加仓 |
| IVV | ISHARES TR | $1,913.15万 | 2.93% | 25,546 | 678 | 2.7% | $50.78万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,542.94万 | 3.90% | 85,365 | -55 | -0.1% | -$1.64万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,990.30万 | 4.58% | 86,950 | -50 | -0.1% | -$1.72万 | 减仓 |
| AVGO | BROADCOM INC | $3,064.42万 | 4.70% | 81,123 | 635 | 0.8% | $23.99万 | 加仓 |