NORDEN GROUP LLC
PROVO UT · SEC CIK 0001990699
$12.20亿2026Q2 申报市值
701持仓数
26.4%前十大占比 · 第一大 4.9%
117 / 44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
IVV 加仓+$1,474.18万
LAMR 新建仓+$1,293.58万
FTI 加仓+$1,028.35万
VOD 新建仓+$970.18万
SHOP 加仓+$868.94万
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$1,952.50万
QCOM 减仓-$1,248.95万
EXEL 清仓-$1,004.52万
CRM 减仓-$796.98万
IWC 减仓-$734.28万
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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -234,208 | -100.0% | -$1,004.52万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -35,655 | -100.0% | -$590.81万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | -186,595 | -100.0% | -$357.52万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -4,227 | -100.0% | -$136.45万 | 清仓 |
| — | VANECK SOLANA TR | $0 | 0.00% | 0 | -81,260 | -100.0% | -$88.63万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -55,478 | -100.0% | -$78.17万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -9,106 | -100.0% | -$48.64万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -6,130 | -100.0% | -$43.83万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -3,767 | -100.0% | -$41.35万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -2,718 | -100.0% | -$40.65万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -2,306 | -100.0% | -$39.48万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -8,443 | -100.0% | -$38.18万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -2,089 | -100.0% | -$37.62万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -2,783 | -100.0% | -$34.73万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,418 | -100.0% | -$34.45万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,253 | -100.0% | -$32.23万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,907 | -100.0% | -$30.99万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -2,527 | -100.0% | -$30.85万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -4,608 | -100.0% | -$29.32万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -3,841 | -100.0% | -$28.94万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -1,697 | -100.0% | -$28.03万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,912 | -100.0% | -$26.49万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -1,594 | -100.0% | -$26.07万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -9,277 | -100.0% | -$25.05万 | 清仓 |
| NVMI | NOVA LTD | $0 | 0.00% | 0 | -572 | -100.0% | -$24.84万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,449 | -100.0% | -$24.84万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -16,644 | -100.0% | -$24.80万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,443 | -100.0% | -$24.28万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -3,866 | -100.0% | -$23.43万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -10,056 | -100.0% | -$23.14万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -210 | -100.0% | -$22.42万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -3,193 | -100.0% | -$22.27万 | 清仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,757 | -100.0% | -$21.82万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -8,624 | -100.0% | -$21.49万 | 清仓 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -2,712 | -100.0% | -$21.28万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -10,983 | -100.0% | -$20.91万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -5,897 | -100.0% | -$20.72万 | 清仓 |
| KNSL | KINSALE CAP GROUP INC | $0 | 0.00% | 0 | -590 | -100.0% | -$20.17万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -424 | -100.0% | -$20.07万 | 清仓 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | -1,182 | -100.0% | -$20.04万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -11,363 | -100.0% | -$19.68万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -11,548 | -100.0% | -$16.59万 | 清仓 |
| ANGX | ANGEL STUDIOS INC | $0 | 0.00% | 0 | -49,125 | -100.0% | -$14.98万 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -10,262 | -100.0% | -$13.59万 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $843 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | ALPHA COMPUTE CORP | $3,177 | 0.00% | 12,506 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $1.01万 | 0.00% | 13,000 | -33,827 | -72.2% | -$2.63万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2.79万 | 0.00% | 10,254 | -439 | -4.1% | -$1,194 | 减仓 |
| — | SES AI CORPORATION | $2.88万 | 0.00% | 30,040 | 30,040 | — | $2.88万 | 新建仓 |
| — | OSISKO DEVELOPMENT CORP | $3.87万 | 0.00% | 15,739 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $5.79万 | 0.00% | 13,912 | -3,679 | -20.9% | -$1.53万 | 减仓 |
| — | GRANITESHARES ETF TR | $6.32万 | 0.01% | 14,793 | 14,793 | — | $6.32万 | 新建仓 |
| — | WHITEHORSE FIN INC | $7.37万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $7.74万 | 0.01% | 16,762 | -984 | -5.5% | -$4,546 | 减仓 |
| NEXT | NEXTDECADE CORP | $8.69万 | 0.01% | 11,524 | 783 | 7.3% | $5,904 | 加仓 |
| — | RUNWAY GROWTH FINANCE CORP | $9.77万 | 0.01% | 17,420 | -80,027 | -82.1% | -$44.90万 | 减仓 |
| RC | READY CAPITAL CORP | $10.47万 | 0.01% | 59,824 | -253,003 | -80.9% | -$44.28万 | 减仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $11.29万 | 0.01% | 22,985 | -106,751 | -82.3% | -$52.41万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $11.82万 | 0.01% | 13,510 | -3,512 | -20.6% | -$3.07万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $12.51万 | 0.01% | 14,947 | 14,947 | — | $12.51万 | 新建仓 |
| RPD | RAPID7 INC | $14.05万 | 0.01% | 17,350 | 17,350 | — | $14.05万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $14.63万 | 0.01% | 11,553 | 1,524 | 15.2% | $1.93万 | 重新持有 |
| HUN | HUNTSMAN CORP | $15.33万 | 0.01% | 14,439 | -1,567 | -9.8% | -$1.66万 | 减仓 |
| CRK | COMSTOCK RES INC | $16.09万 | 0.01% | 10,785 | 10,785 | — | $16.09万 | 新建仓 |
| COMP | COMPASS INC | $16.50万 | 0.01% | 13,379 | -1,023 | -7.1% | -$1.26万 | 减仓 |
| UAA | UNDER ARMOUR INC | $17.15万 | 0.01% | 26,837 | -3,676 | -12.0% | -$2.35万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $18.38万 | 0.02% | 10,596 | -1,279 | -10.8% | -$2.22万 | 减仓 |
| QYLD | GLOBAL X FDS | $19.13万 | 0.02% | 10,379 | 10,379 | — | $19.13万 | 新建仓 |
| IX | ORIX CORP | $20.05万 | 0.02% | 5,271 | 5,271 | — | $20.05万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.06万 | 0.02% | 1,786 | 1,786 | — | $20.06万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.11万 | 0.02% | 11,343 | 11,343 | — | $20.11万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.17万 | 0.02% | 2,954 | 2,954 | — | $20.17万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.39万 | 0.02% | 1,480 | -144 | -8.9% | -$1.98万 | 减仓 |
| PKG | PACKAGING CORP AMER | $20.40万 | 0.02% | 856 | 856 | — | $20.40万 | 新建仓 |
| DOX | AMDOCS LTD | $20.41万 | 0.02% | 4,038 | 1,275 | 46.1% | $6.44万 | 重新持有 |
| BIIB | BIOGEN INC | $20.42万 | 0.02% | 945 | 945 | — | $20.42万 | 新建仓 |
| FFIV | F5 INC | $20.47万 | 0.02% | 492 | 492 | — | $20.47万 | 新建仓 |
| DOW | DOW HLDGS INC | $20.50万 | 0.02% | 7,493 | -397 | -5.0% | -$1.09万 | 减仓 |
| LQD | ISHARES TR | $20.53万 | 0.02% | 1,882 | -31 | -1.6% | -$3,381 | 减仓 |
| OC | OWENS CORNING NEW | $20.56万 | 0.02% | 1,293 | 1,293 | — | $20.56万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.59万 | 0.02% | 1,081 | -680 | -38.6% | -$12.95万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $20.66万 | 0.02% | 10,200 | 10,200 | — | $20.66万 | 新建仓 |
| — | QORVO INC | $20.67万 | 0.02% | 2,216 | 2,216 | — | $20.67万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $20.70万 | 0.02% | 22,047 | -778 | -3.4% | -$7,305 | 减仓 |
| GRPN | GROUPON INC | $20.75万 | 0.02% | 8,623 | 8,623 | — | $20.75万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $20.75万 | 0.02% | 3,025 | 3,025 | — | $20.75万 | 新建仓 |
| AZO | AUTOZONE INC | $20.77万 | 0.02% | 65 | 65 | — | $20.77万 | 新建仓 |
| SAIA | SAIA INC | $20.85万 | 0.02% | 495 | 495 | — | $20.85万 | 新建仓 |
| RDDT | REDDIT INC | $20.86万 | 0.02% | 1,202 | 1,202 | — | $20.86万 | 新建仓 |
| CPRT | COPART INC | $20.93万 | 0.02% | 7,426 | 1,328 | 21.8% | $3.74万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $20.99万 | 0.02% | 776 | 776 | — | $20.99万 | 新建仓 |
| UMBF | UMB FINL CORP | $21.13万 | 0.02% | 1,480 | 1,480 | — | $21.13万 | 新建仓 |
| MC | MOELIS & CO | $21.13万 | 0.02% | 3,230 | 3,230 | — | $21.13万 | 新建仓 |
| TDC | TERADATA CORP DEL | $21.14万 | 0.02% | 6,100 | -3,778 | -38.2% | -$13.09万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $21.24万 | 0.02% | 5,957 | 5,957 | — | $21.24万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.29万 | 0.02% | 407 | -484 | -54.3% | -$25.31万 | 重新持有 |
| IONS | IONIS PHARMACEUTICALS INC | $21.29万 | 0.02% | 2,685 | -204 | -7.1% | -$1.62万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.29万 | 0.02% | 430 | 430 | — | $21.29万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $21.36万 | 0.02% | 2,118 | 2,118 | — | $21.36万 | 新建仓 |
| STIP | ISHARES TR | $21.37万 | 0.02% | 2,092 | -141 | -6.3% | -$1.44万 | 减仓 |