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 |
|---|---|---|---|---|---|---|---|---|
| PSA | PUBLIC STORAGE | $56.11万 | 0.05% | 1,762 | 54 | 3.2% | $1.72万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $56.36万 | 0.05% | 1,783 | 524 | 41.6% | $16.56万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $56.40万 | 0.05% | 6,972 | 6,972 | — | $56.40万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $56.53万 | 0.05% | 3,869 | 101 | 2.7% | $1.48万 | 加仓 |
| PCAR | PACCAR INC | $56.67万 | 0.05% | 4,718 | 645 | 15.8% | $7.75万 | 加仓 |
| ITOT | ISHARES TR | $56.69万 | 0.05% | 3,451 | -389 | -10.1% | -$6.39万 | 减仓 |
| SPGI | S&P GLOBAL INC | $56.95万 | 0.05% | 1,398 | 156 | 12.6% | $6.36万 | 加仓 |
| DTD | WISDOMTREE TR | $57.03万 | 0.05% | 6,116 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $57.48万 | 0.05% | 6,955 | 256 | 3.8% | $2.12万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $58.22万 | 0.05% | 2,079 | -417 | -16.7% | -$11.68万 | 减仓 |
| ETR | ENTERGY CORP NEW | $58.24万 | 0.05% | 5,069 | 91 | 1.8% | $1.05万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $58.25万 | 0.05% | 6,013 | -641 | -9.6% | -$6.21万 | 减仓 |
| DASH | DOORDASH INC | $58.68万 | 0.05% | 3,180 | -826 | -20.6% | -$15.24万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $58.86万 | 0.05% | 2,595 | 2,595 | — | $58.86万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.93万 | 0.05% | 3,729 | 162 | 4.5% | $2.56万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $59.07万 | 0.05% | 2,363 | 784 | 49.7% | $19.60万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $59.15万 | 0.05% | 3,890 | 17 | 0.4% | $2,585 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $59.25万 | 0.05% | 16,238 | 55 | 0.3% | $2,007 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $60.07万 | 0.05% | 45,231 | 45,231 | — | $60.07万 | 新建仓 |
| MAGS | LISTED FDS TR | $60.14万 | 0.05% | 9,353 | 201 | 2.2% | $1.29万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $60.48万 | 0.05% | 4,183 | 385 | 10.1% | $5.57万 | 加仓 |
| GRMN | GARMIN LTD | $61.11万 | 0.05% | 2,572 | -298 | -10.4% | -$7.08万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $61.30万 | 0.05% | 1,644 | -394 | -19.3% | -$14.69万 | 减仓 |
| MET | METLIFE INC | $61.36万 | 0.05% | 7,253 | -4,932 | -40.5% | -$41.72万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $61.44万 | 0.05% | 29,092 | 29,092 | — | $61.44万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $61.49万 | 0.05% | 5,162 | 425 | 9.0% | $5.06万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $61.67万 | 0.05% | 6,150 | 416 | 7.3% | $4.17万 | 加仓 |
| MKSI | MKS INC. | $61.70万 | 0.05% | 1,387 | -66 | -4.5% | -$2.94万 | 减仓 |
| RMBS | RAMBUS INC DEL | $61.78万 | 0.05% | 4,654 | -1,947 | -29.5% | -$25.84万 | 减仓 |
| EEM | ISHARES TR | $61.92万 | 0.05% | 9,051 | 429 | 5.0% | $2.94万 | 加仓 |
| BRO | BROWN & BROWN INC | $62.04万 | 0.05% | 9,670 | 6,288 | 185.9% | $40.34万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $62.08万 | 0.05% | 1,973 | 26 | 1.3% | $8,181 | 加仓 |
| ECL | ECOLAB INC | $62.51万 | 0.05% | 2,243 | -652 | -22.5% | -$18.17万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $62.57万 | 0.05% | 1,645 | -41 | -2.4% | -$1.56万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $62.92万 | 0.05% | 6,634 | 979 | 17.3% | $9.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $63.02万 | 0.05% | 1,257 | -314 | -20.0% | -$15.74万 | 减仓 |
| EPAM | EPAM SYS INC | $63.19万 | 0.05% | 7,964 | 1,656 | 26.3% | $13.14万 | 加仓 |
| IUSG | ISHARES TR | $63.20万 | 0.05% | 3,360 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $63.38万 | 0.05% | 1,097 | -73 | -6.2% | -$4.22万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $63.39万 | 0.05% | 8,770 | 390 | 4.7% | $2.82万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $63.53万 | 0.05% | 24,222 | 1,827 | 8.2% | $4.79万 | 加仓 |
| BX | BLACKSTONE INC | $63.58万 | 0.05% | 5,403 | -617 | -10.2% | -$7.26万 | 减仓 |
| WELL | WELLTOWER INC | $63.95万 | 0.05% | 2,817 | 503 | 21.7% | $11.42万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $63.98万 | 0.05% | 23,997 | 441 | 1.9% | $1.18万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $64.28万 | 0.05% | 1,662 | 857 | 106.5% | $33.14万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $64.73万 | 0.05% | 2,344 | 82 | 3.6% | $2.26万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $65.15万 | 0.05% | 1,419 | -320 | -18.4% | -$14.69万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $65.40万 | 0.05% | 3,019 | 601 | 24.9% | $13.02万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $65.54万 | 0.05% | 12,340 | -661 | -5.1% | -$3.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $65.82万 | 0.05% | 19,450 | -662 | -3.3% | -$2.24万 | 减仓 |
| AZN | ASTRAZENECA PLC | $65.90万 | 0.05% | 3,475 | -216 | -5.9% | -$4.10万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $66.08万 | 0.05% | 3,207 | 1,194 | 59.3% | $24.60万 | 加仓 |
| OKE | ONEOK INC NEW | $66.52万 | 0.05% | 7,651 | 192 | 2.6% | $1.67万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $66.65万 | 0.05% | 2,683 | -785 | -22.6% | -$19.50万 | 减仓 |
| KEY | KEYCORP | $66.70万 | 0.05% | 28,939 | 2,327 | 8.7% | $5.36万 | 加仓 |
| IEF | ISHARES TR | $66.81万 | 0.05% | 7,064 | -444 | -5.9% | -$4.20万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $66.91万 | 0.05% | 693 | 114 | 19.7% | $11.01万 | 加仓 |
| PHM | PULTE GROUP INC | $67.36万 | 0.06% | 4,909 | -1,112 | -18.5% | -$15.26万 | 减仓 |
| GOVT | ISHARES TR | $67.86万 | 0.06% | 29,791 | 1,246 | 4.4% | $2.84万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $68.75万 | 0.06% | 6,214 | 239 | 4.0% | $2.64万 | 加仓 |
| INTA | INTAPP INC | $68.84万 | 0.06% | 27,307 | 27,307 | — | $68.84万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $69.25万 | 0.06% | 807 | -96 | -10.6% | -$8.24万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $69.89万 | 0.06% | 1,620 | 164 | 11.3% | $7.08万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $70.05万 | 0.06% | 12,619 | 830 | 7.0% | $4.61万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $70.30万 | 0.06% | 3,017 | 141 | 4.9% | $3.29万 | 加仓 |
| ADSK | AUTODESK INC | $70.54万 | 0.06% | 3,628 | -1,195 | -24.8% | -$23.23万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $70.75万 | 0.06% | 1,262 | 592 | 88.4% | $33.19万 | 加仓 |
| APG | API GROUP CORP | $71.20万 | 0.06% | 16,813 | 336 | 2.0% | $1.42万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $71.22万 | 0.06% | 3,807 | 29 | 0.8% | $5,425 | 加仓 |
| MDYG | SPDR SERIES TRUST | $71.35万 | 0.06% | 6,365 | 881 | 16.1% | $9.88万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $71.75万 | 0.06% | 6,855 | 18 | 0.3% | $1,884 | 加仓 |
| B | BARRICK MNG CORP | $71.80万 | 0.06% | 19,549 | 4,166 | 27.1% | $15.30万 | 加仓 |
| EMR | EMERSON ELEC CO | $72.45万 | 0.06% | 5,060 | 209 | 4.3% | $2.99万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $72.48万 | 0.06% | 9,260 | -368 | -3.8% | -$2.88万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $73.16万 | 0.06% | 1,489 | 149 | 11.1% | $7.32万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $74.17万 | 0.06% | 1,616 | -223 | -12.1% | -$10.23万 | 减仓 |
| EXC | EXELON CORP | $75.00万 | 0.06% | 16,088 | 3,577 | 28.6% | $16.68万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $75.07万 | 0.06% | 3,396 | 3,396 | — | $75.07万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $75.08万 | 0.06% | 2,183 | -117 | -5.1% | -$4.02万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $75.15万 | 0.06% | 2,276 | 1,513 | 198.3% | $49.96万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $75.22万 | 0.06% | 8,168 | -226 | -2.7% | -$2.08万 | 减仓 |
| CIEN | CIENA CORP | $75.45万 | 0.06% | 1,538 | -43 | -2.7% | -$2.11万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $75.52万 | 0.06% | 33,849 | 1,747 | 5.4% | $3.90万 | 加仓 |
| SSO | PROSHARES TR | $75.99万 | 0.06% | 11,278 | 136 | 1.2% | $9,164 | 加仓 |
| MXL | MAXLINEAR INC | $76.13万 | 0.06% | 5,946 | 5,946 | — | $76.13万 | 新建仓 |
| ALL | ALLSTATE CORP | $76.51万 | 0.06% | 3,215 | 1,461 | 83.3% | $34.77万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $76.59万 | 0.06% | 1,115 | -81 | -6.8% | -$5.56万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $76.85万 | 0.06% | 3,340 | 1,992 | 147.8% | $45.83万 | 加仓 |
| SO | SOUTHERN CO | $77.56万 | 0.06% | 8,103 | -20 | -0.2% | -$1,914 | 减仓 |
| IVE | ISHARES TR | $78.00万 | 0.06% | 3,435 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $78.66万 | 0.06% | 1,921 | -52 | -2.6% | -$2.13万 | 减仓 |
| HON | HONEYWELL INTL INC | $78.94万 | 0.06% | 3,531 | -1,709 | -32.6% | -$38.21万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $79.43万 | 0.07% | 2,372 | 67 | 2.9% | $2.24万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $79.70万 | 0.07% | 7,011 | 414 | 6.3% | $4.71万 | 加仓 |
| BLK | BLACKROCK INC | $81.13万 | 0.07% | 844 | -11 | -1.3% | -$1.06万 | 减仓 |
| BMI | BADGER METER INC | $82.07万 | 0.07% | 5,531 | 4,034 | 269.5% | $59.86万 | 重新持有 |
| WSO | WATSCO INC | $82.10万 | 0.07% | 1,971 | 234 | 13.5% | $9.75万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $83.43万 | 0.07% | 16,930 | 375 | 2.3% | $1.85万 | 加仓 |
| SNPS | SYNOPSYS INC | $84.40万 | 0.07% | 1,892 | -2,741 | -59.2% | -$122.27万 | 减仓 |
| XEL | XCEL ENERGY INC | $84.40万 | 0.07% | 10,511 | -627 | -5.6% | -$5.03万 | 减仓 |