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 |
|---|---|---|---|---|---|---|---|---|
| FROG | JFROG LTD | $21.47万 | 0.02% | 2,362 | 2,362 | — | $21.47万 | 新建仓 |
| PEN | PENUMBRA INC | $21.57万 | 0.02% | 683 | -1,615 | -70.3% | -$50.99万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $21.62万 | 0.02% | 2,253 | -64 | -2.8% | -$6,141 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $21.62万 | 0.02% | 2,178 | 2,178 | — | $21.62万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $21.62万 | 0.02% | 7,692 | -2,462 | -24.2% | -$6.92万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.67万 | 0.02% | 2,396 | -460 | -16.1% | -$4.16万 | 减仓 |
| AA | ALCOA CORP | $21.82万 | 0.02% | 4,184 | -65 | -1.5% | -$3,389 | 减仓 |
| LEN | LENNAR CORP | $21.86万 | 0.02% | 2,415 | -1,440 | -37.4% | -$13.03万 | 减仓 |
| BULL | WEBULL CORP | $21.94万 | 0.02% | 33,644 | 18,949 | 128.9% | $12.35万 | 加仓 |
| MELI | MERCADOLIBRE INC | $22.07万 | 0.02% | 130 | -40 | -23.5% | -$6.79万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.13万 | 0.02% | 5,184 | 1,439 | 38.4% | $6.14万 | 加仓 |
| TOST | TOAST INC | $22.34万 | 0.02% | 8,031 | -730 | -8.3% | -$2.03万 | 减仓 |
| TXG | 10X GENOMICS INC | $22.35万 | 0.02% | 5,830 | 5,830 | — | $22.35万 | 新建仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $22.38万 | 0.02% | 24,946 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $22.39万 | 0.02% | 6,595 | 138 | 2.1% | $4,685 | 加仓 |
| AROC | ARCHROCK INC | $22.45万 | 0.02% | 5,515 | 5,515 | — | $22.45万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $22.49万 | 0.02% | 390 | -222 | -36.3% | -$12.80万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.57万 | 0.02% | 3,077 | 3,077 | — | $22.57万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $22.58万 | 0.02% | 683 | 683 | — | $22.58万 | 新建仓 |
| CRH | CRH PLC | $22.63万 | 0.02% | 2,115 | -58 | -2.7% | -$6,206 | 减仓 |
| SEZL | SEZZLE INC | $22.66万 | 0.02% | 1,320 | 1,320 | — | $22.66万 | 新建仓 |
| NOK | NOKIA CORP | $22.72万 | 0.02% | 17,106 | 17,106 | — | $22.72万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $22.79万 | 0.02% | 2,039 | 2,039 | — | $22.79万 | 新建仓 |
| NRG | NRG ENERGY INC | $22.93万 | 0.02% | 1,570 | 1,570 | — | $22.93万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.00万 | 0.02% | 12,830 | 1,866 | 17.0% | $3.35万 | 加仓 |
| KEX | KIRBY CORP | $23.09万 | 0.02% | 1,698 | 2 | 0.1% | $272 | 加仓 |
| WCC | WESCO INTL INC | $23.11万 | 0.02% | 669 | 669 | — | $23.11万 | 新建仓 |
| HSY | HERSHEY CO | $23.16万 | 0.02% | 1,319 | 231 | 21.2% | $4.06万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $23.17万 | 0.02% | 9,036 | 4 | 0.0% | $103 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.22万 | 0.02% | 559 | -241 | -30.1% | -$10.01万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $23.22万 | 0.02% | 4,251 | -1,129 | -21.0% | -$6.17万 | 减仓 |
| APA | APA CORPORATION | $23.33万 | 0.02% | 7,164 | 7,164 | — | $23.33万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $23.49万 | 0.02% | 1,620 | 13 | 0.8% | $1,885 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $23.54万 | 0.02% | 7,192 | 7,192 | — | $23.54万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.62万 | 0.02% | 1,782 | 1,782 | — | $23.62万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $23.69万 | 0.02% | 841 | -56 | -6.2% | -$1.58万 | 减仓 |
| ICSH | ISHARES TR | $23.72万 | 0.02% | 4,690 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $23.73万 | 0.02% | 885 | 885 | — | $23.73万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.73万 | 0.02% | 7,482 | 23 | 0.3% | $729 | 加仓 |
| VB | VANGUARD INDEX FDS | $23.73万 | 0.02% | 783 | -50 | -6.0% | -$1.52万 | 减仓 |
| UNM | UNUM GROUP | $23.87万 | 0.02% | 2,671 | 34 | 1.3% | $3,039 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $23.92万 | 0.02% | 11,152 | 1,122 | 11.2% | $2.41万 | 加仓 |
| RRC | RANGE RES CORP | $24.00万 | 0.02% | 6,453 | -1,167 | -15.3% | -$4.34万 | 减仓 |
| VST | VISTRA CORP | $24.10万 | 0.02% | 1,519 | -644 | -29.8% | -$10.22万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $24.14万 | 0.02% | 1,651 | 412 | 33.3% | $6.02万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $24.14万 | 0.02% | 22,109 | 22,109 | — | $24.14万 | 新建仓 |
| — | FINWISE BANCORP | $24.54万 | 0.02% | 16,921 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $24.56万 | 0.02% | 1,457 | 1,457 | — | $24.56万 | 新建仓 |
| PNR | PENTAIR PLC | $24.56万 | 0.02% | 3,204 | -2,027 | -38.7% | -$15.54万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.58万 | 0.02% | 3,450 | 3,450 | — | $24.58万 | 新建仓 |
| IWF | ISHARES TR | $24.64万 | 0.02% | 1,984 | -4,372 | -68.8% | -$54.29万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $24.70万 | 0.02% | 4,911 | 4,911 | — | $24.70万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.74万 | 0.02% | 7,955 | 31 | 0.4% | $964 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $24.79万 | 0.02% | 5,859 | 120 | 2.1% | $5,077 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $24.88万 | 0.02% | 4,789 | -534 | -10.0% | -$2.77万 | 减仓 |
| ZTS | ZOETIS INC | $25.00万 | 0.02% | 3,478 | -13,735 | -79.8% | -$98.71万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $25.13万 | 0.02% | 664 | 664 | — | $25.13万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $25.17万 | 0.02% | 3,689 | 1 | 0.0% | $68 | 加仓 |
| CCK | CROWN HLDGS INC | $25.17万 | 0.02% | 2,251 | 2,251 | — | $25.17万 | 新建仓 |
| XPO | XPO INC | $25.19万 | 0.02% | 1,227 | 101 | 9.0% | $2.07万 | 加仓 |
| SPYI | NEOS ETF TRUST | $25.34万 | 0.02% | 4,772 | 4,772 | — | $25.34万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $25.38万 | 0.02% | 2,685 | 2,685 | — | $25.38万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $25.39万 | 0.02% | 1,068 | 1,068 | — | $25.39万 | 新建仓 |
| GMED | GLOBUS MED INC | $25.41万 | 0.02% | 3,216 | 3,216 | — | $25.41万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $25.41万 | 0.02% | 2,365 | 2,365 | — | $25.41万 | 新建仓 |
| VCEL | VERICEL CORP | $25.45万 | 0.02% | 5,721 | 5,721 | — | $25.45万 | 新建仓 |
| IBTA | IBOTTA INC | $25.75万 | 0.02% | 7,537 | -193 | -2.5% | -$6,593 | 减仓 |
| IMAX | IMAX CORP | $25.75万 | 0.02% | 6,461 | 6,461 | — | $25.75万 | 新建仓 |
| COCO | VITA COCO CO INC | $25.76万 | 0.02% | 3,895 | 3,895 | — | $25.76万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $25.77万 | 0.02% | 3,128 | 3,128 | — | $25.77万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $25.81万 | 0.02% | 1,014 | -2,290 | -69.3% | -$58.28万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $25.98万 | 0.02% | 7,528 | 7,528 | — | $25.98万 | 新建仓 |
| WRB | BERKLEY W R CORP | $26.02万 | 0.02% | 3,689 | 3,689 | — | $26.02万 | 新建仓 |
| POOL | POOL CORP | $26.03万 | 0.02% | 1,211 | -272 | -18.3% | -$5.85万 | 减仓 |
| STT | STATE STR CORP | $26.07万 | 0.02% | 1,537 | 1,537 | — | $26.07万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $26.11万 | 0.02% | 3,765 | 558 | 17.4% | $3.87万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $26.12万 | 0.02% | 2,033 | 7 | 0.3% | $899 | 加仓 |
| PFF | ISHARES TR | $26.37万 | 0.02% | 8,650 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $26.39万 | 0.02% | 13,156 | -12,393 | -48.5% | -$24.86万 | 减仓 |
| COR | CENCORA INC | $26.43万 | 0.02% | 934 | -176 | -15.9% | -$4.98万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $26.46万 | 0.02% | 8,911 | 8,911 | — | $26.46万 | 新建仓 |
| CMS | CMS ENERGY CORP | $26.55万 | 0.02% | 3,470 | -432 | -11.1% | -$3.31万 | 减仓 |
| AVY | AVERY DENNISON CORP | $26.55万 | 0.02% | 1,635 | -106 | -6.1% | -$1.72万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.67万 | 0.02% | 1,636 | -145 | -8.1% | -$2.36万 | 减仓 |
| ATI | ATI INC | $26.71万 | 0.02% | 1,355 | 1,355 | — | $26.71万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $26.71万 | 0.02% | 2,612 | 398 | 18.0% | $4.07万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.73万 | 0.02% | 5,926 | 5,926 | — | $26.73万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $26.79万 | 0.02% | 2,677 | 2,677 | — | $26.79万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $26.83万 | 0.02% | 2,000 | -2,878 | -59.0% | -$38.60万 | 减仓 |
| AMSF | AMERISAFE INC | $26.94万 | 0.02% | 7,964 | 7,964 | — | $26.94万 | 新建仓 |
| — | PROSHARES TR | $27.10万 | 0.02% | 20,000 | 10,000 | 100.0% | $13.55万 | 加仓 |
| LII | LENNOX INTL INC | $27.17万 | 0.02% | 474 | -122 | -20.5% | -$6.99万 | 减仓 |
| WDAY | WORKDAY INC | $27.18万 | 0.02% | 2,220 | -1,500 | -40.3% | -$18.36万 | 减仓 |
| GLD | SPDR GOLD TR | $27.33万 | 0.02% | 742 | 64 | 9.4% | $2.36万 | 加仓 |
| TECH | BIO-TECHNE CORP | $27.44万 | 0.02% | 3,884 | -613 | -13.6% | -$4.33万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $27.53万 | 0.02% | 2,573 | 335 | 15.0% | $3.58万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $27.59万 | 0.02% | 890 | 3 | 0.3% | $930 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $27.60万 | 0.02% | 2,353 | 16 | 0.7% | $1,877 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $27.66万 | 0.02% | 1,540 | 76 | 5.2% | $1.37万 | 加仓 |
| IVZ | INVESCO LTD | $27.68万 | 0.02% | 10,489 | 313 | 3.1% | $8,260 | 加仓 |