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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | $84.70万 | 0.07% | 5,226 | 5,226 | — | $84.70万 | 新建仓 |
| TER | TERADYNE INC | $84.93万 | 0.07% | 1,755 | -201 | -10.3% | -$9.73万 | 减仓 |
| PULS | PGIM ETF TR | $85.08万 | 0.07% | 17,171 | -9,848 | -36.4% | -$48.80万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $85.26万 | 0.07% | 3,262 | -403 | -11.0% | -$10.53万 | 减仓 |
| MMM | 3M CO | $86.52万 | 0.07% | 5,343 | -215 | -3.9% | -$3.48万 | 减仓 |
| BAX | BAXTER INTL INC | $87.48万 | 0.07% | 41,034 | 41,034 | — | $87.48万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $88.57万 | 0.07% | 6,368 | -280 | -4.2% | -$3.89万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $88.65万 | 0.07% | 4,160 | -17 | -0.4% | -$3,623 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $89.20万 | 0.07% | 42,538 | 42,538 | — | $89.20万 | 新建仓 |
| GM | GENERAL MTRS CO | $89.62万 | 0.07% | 11,627 | 281 | 2.5% | $2.17万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $90.18万 | 0.07% | 922 | -132 | -12.5% | -$12.91万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $91.83万 | 0.08% | 5,613 | -338 | -5.7% | -$5.53万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $92.06万 | 0.08% | 3,006 | -191 | -6.0% | -$5.85万 | 减仓 |
| EFOR | EVERFORTH INC | $93.43万 | 0.08% | 52,284 | 52,284 | — | $93.43万 | 新建仓 |
| AME | AMETEK INC | $94.00万 | 0.08% | 3,885 | -837 | -17.7% | -$20.25万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $94.81万 | 0.08% | 2,384 | -3,098 | -56.5% | -$123.20万 | 减仓 |
| PLD | PROLOGIS INC. | $94.98万 | 0.08% | 7,012 | 432 | 6.6% | $5.85万 | 加仓 |
| CR | CRANE COMPANY | $95.24万 | 0.08% | 4,269 | 24 | 0.6% | $5,354 | 加仓 |
| SUI | SUN CMNTYS INC | $95.29万 | 0.08% | 7,947 | 7,947 | — | $95.29万 | 新建仓 |
| FTNT | FORTINET INC | $95.34万 | 0.08% | 6,206 | 342 | 5.8% | $5.25万 | 加仓 |
| CB | CHUBB LIMITED | $95.47万 | 0.08% | 2,802 | 505 | 22.0% | $17.21万 | 加仓 |
| IVW | ISHARES TR | $95.59万 | 0.08% | 6,950 | -174 | -2.4% | -$2.39万 | 减仓 |
| SNA | SNAP ON INC | $95.68万 | 0.08% | 2,379 | 58 | 2.5% | $2.33万 | 加仓 |
| ETN | EATON CORP PLC | $95.85万 | 0.08% | 2,249 | 320 | 16.6% | $13.64万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $95.94万 | 0.08% | 4,178 | 4,178 | — | $95.94万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $95.98万 | 0.08% | 4,784 | -639 | -11.8% | -$12.82万 | 减仓 |
| PCG | PG&E CORP | $96.12万 | 0.08% | 57,149 | 4,430 | 8.4% | $7.45万 | 加仓 |
| RBRK | RUBRIK INC. | $96.60万 | 0.08% | 12,033 | 4,812 | 66.6% | $38.63万 | 加仓 |
| MSCI | MSCI INC | $96.95万 | 0.08% | 1,730 | -2,488 | -59.0% | -$139.43万 | 减仓 |
| CTAS | CINTAS CORP | $99.78万 | 0.08% | 5,867 | 1,038 | 21.5% | $17.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $99.96万 | 0.08% | 11,604 | -276 | -2.3% | -$2.38万 | 减仓 |
| VGT | VANGUARD WORLD FD | $100.97万 | 0.08% | 8,448 | -1,344 | -13.7% | -$16.06万 | 减仓 |
| SDY | SPDR SERIES TRUST | $101.58万 | 0.08% | 6,675 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $101.60万 | 0.08% | 53,165 | 2,541 | 5.0% | $4.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $102.31万 | 0.08% | 32,001 | 2,128 | 7.1% | $6.80万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $102.51万 | 0.08% | 8,780 | -140 | -1.6% | -$1.63万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $102.60万 | 0.08% | 1,645 | 23 | 1.4% | $1.43万 | 加仓 |
| SHEL | SHELL PLC | $103.32万 | 0.08% | 13,324 | -148 | -1.1% | -$1.15万 | 减仓 |
| CNC | CENTENE CORP DEL | $103.56万 | 0.08% | 16,133 | 1,835 | 12.8% | $11.78万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.10万 | 0.09% | 11,974 | -306 | -2.5% | -$2.69万 | 减仓 |
| PSX | PHILLIPS 66 | $106.42万 | 0.09% | 6,295 | 444 | 7.6% | $7.51万 | 加仓 |
| TJX | TJX COS INC NEW | $107.33万 | 0.09% | 7,084 | 1,501 | 26.9% | $22.74万 | 加仓 |
| ABNB | AIRBNB INC | $107.51万 | 0.09% | 7,513 | -5,997 | -44.4% | -$85.82万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $107.88万 | 0.09% | 20,981 | -484 | -2.3% | -$2.49万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $109.06万 | 0.09% | 18,911 | 544 | 3.0% | $3.14万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $109.74万 | 0.09% | 21,696 | -19 | -0.1% | -$961 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $109.87万 | 0.09% | 1,309 | -1,164 | -47.1% | -$97.70万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $110.38万 | 0.09% | 2,941 | -76 | -2.5% | -$2.85万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $110.39万 | 0.09% | 4,929 | 427 | 9.5% | $9.56万 | 加仓 |
| MPC | MARATHON PETE CORP | $110.92万 | 0.09% | 4,338 | 180 | 4.3% | $4.60万 | 加仓 |
| TMUS | T-MOBILE US INC | $112.16万 | 0.09% | 6,686 | 653 | 10.8% | $10.95万 | 加仓 |
| RLI | RLI CORP | $112.48万 | 0.09% | 19,043 | 19,043 | — | $112.48万 | 新建仓 |
| CMI | CUMMINS INC | $112.59万 | 0.09% | 1,578 | 176 | 12.6% | $12.56万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $112.69万 | 0.09% | 17,920 | 370 | 2.1% | $2.33万 | 加仓 |
| INTU | INTUIT | $112.79万 | 0.09% | 4,321 | 1,449 | 50.5% | $37.82万 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $113.44万 | 0.09% | 21,744 | 21,744 | — | $113.44万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $114.18万 | 0.09% | 268,654 | 268,654 | — | $114.18万 | 新建仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $114.41万 | 0.09% | 38,225 | 38,225 | — | $114.41万 | 新建仓 |
| FSK | FS KKR CAP CORP | $115.19万 | 0.09% | 109,708 | 45,115 | 69.8% | $47.37万 | 加仓 |
| SHYG | ISHARES TR | $116.25万 | 0.10% | 27,411 | -7,493 | -21.5% | -$31.78万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $118.15万 | 0.10% | 4,798 | 151 | 3.2% | $3.72万 | 加仓 |
| ALAB | ASTERA LABS INC | $121.43万 | 0.10% | 2,514 | 81 | 3.3% | $3.91万 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $121.73万 | 0.10% | 97,227 | 27,005 | 38.5% | $33.81万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $122.39万 | 0.10% | 3,409 | -759 | -18.2% | -$27.25万 | 减仓 |
| COHR | COHERENT CORP | $122.56万 | 0.10% | 3,107 | 122 | 4.1% | $4.81万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $123.05万 | 0.10% | 16,511 | 3,072 | 22.9% | $22.89万 | 加仓 |
| MFC | MANULIFE FINL CORP | $124.03万 | 0.10% | 30,618 | 111 | 0.4% | $4,497 | 加仓 |
| IDXX | IDEXX LABS INC | $124.29万 | 0.10% | 2,361 | -1,497 | -38.8% | -$78.81万 | 减仓 |
| IWS | ISHARES TR | $124.59万 | 0.10% | 7,569 | -1,990 | -20.8% | -$32.76万 | 减仓 |
| VLO | VALERO ENERGY CORP | $125.88万 | 0.10% | 4,833 | 775 | 19.1% | $20.19万 | 加仓 |
| FIX | COMFORT SYS USA INC | $126.25万 | 0.10% | 637 | -85 | -11.8% | -$16.85万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $126.81万 | 0.10% | 13,193 | 1,045 | 8.6% | $10.04万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $127.69万 | 0.10% | 134,698 | 42,506 | 46.1% | $40.30万 | 加仓 |
| NEM | NEWMONT CORP | $130.46万 | 0.11% | 13,967 | 1,642 | 13.3% | $15.34万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $130.88万 | 0.11% | 96,167 | 24,004 | 33.3% | $32.67万 | 加仓 |
| FDX | FEDEX CORP | $131.92万 | 0.11% | 4,213 | 170 | 4.2% | $5.32万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $133.05万 | 0.11% | 28,188 | 1,246 | 4.6% | $5.88万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $133.38万 | 0.11% | 42,194 | 33,898 | 408.6% | $107.15万 | 加仓 |
| DGRO | ISHARES TR | $133.94万 | 0.11% | 17,673 | 62 | 0.4% | $4,699 | 加仓 |
| NOW | SERVICENOW INC | $135.90万 | 0.11% | 13,689 | -24,214 | -63.9% | -$240.39万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $137.08万 | 0.11% | 2,691 | 249 | 10.2% | $12.68万 | 加仓 |
| BN | BROOKFIELD CORP | $137.10万 | 0.11% | 32,190 | 4,813 | 17.6% | $20.50万 | 加仓 |
| PFE | PFIZER INC | $137.94万 | 0.11% | 57,284 | -2,569 | -4.3% | -$6.19万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $138.95万 | 0.11% | 7,378 | 212 | 3.0% | $3.99万 | 加仓 |
| CRM | SALESFORCE INC | $139.59万 | 0.11% | 8,910 | -50,870 | -85.1% | -$796.98万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $139.59万 | 0.11% | 15,226 | 695 | 4.8% | $6.37万 | 加仓 |
| CSX | CSX CORP | $140.52万 | 0.12% | 29,564 | 1,494 | 5.3% | $7.10万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $140.70万 | 0.12% | 13,088 | 388 | 3.1% | $4.17万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $141.07万 | 0.12% | 27,244 | 223 | 0.8% | $1.15万 | 加仓 |
| ROST | ROSS STORES INC | $141.44万 | 0.12% | 6,645 | -488 | -6.8% | -$10.39万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $142.06万 | 0.12% | 2,224 | 128 | 6.1% | $8.18万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $142.08万 | 0.12% | 15,657 | -126 | -0.8% | -$1.14万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $142.60万 | 0.12% | 1,794 | 9 | 0.5% | $7,154 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $143.95万 | 0.12% | 1,422 | 38 | 2.7% | $3.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $145.62万 | 0.12% | 6,682 | -122 | -1.8% | -$2.66万 | 减仓 |
| AGNC | AGNC INVT CORP | $148.21万 | 0.12% | 135,967 | 24,293 | 21.8% | $26.48万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $149.01万 | 0.12% | 30,680 | -9,067 | -22.8% | -$44.04万 | 减仓 |
| NVT | NVENT ELEC PLC | $150.58万 | 0.12% | 8,878 | -749 | -7.8% | -$12.70万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $151.20万 | 0.12% | 5,560 | 1,535 | 38.1% | $41.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $151.22万 | 0.12% | 5,157 | -298 | -5.5% | -$8.74万 | 减仓 |