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 |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | $152.60万 | 0.13% | 1,347 | 449 | 50.0% | $50.87万 | 加仓 |
| USB | US BANCORP | $152.72万 | 0.13% | 25,286 | -2,090 | -7.6% | -$12.62万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $152.74万 | 0.13% | 4,122 | 525 | 14.6% | $19.45万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $153.42万 | 0.13% | 8,455 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $158.49万 | 0.13% | 70,883 | 10,780 | 17.9% | $24.10万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $158.72万 | 0.13% | 9,109 | 241 | 2.7% | $4.20万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $158.85万 | 0.13% | 8,911 | 961 | 12.1% | $17.13万 | 加仓 |
| EME | EMCOR GROUP INC | $161.67万 | 0.13% | 1,948 | -24 | -1.2% | -$1.99万 | 减仓 |
| DDOG | DATADOG INC | $165.17万 | 0.14% | 6,344 | -125 | -1.9% | -$3.25万 | 减仓 |
| PWR | QUANTA SVCS INC | $166.62万 | 0.14% | 2,314 | -470 | -16.9% | -$33.84万 | 减仓 |
| TPR | TAPESTRY INC | $171.92万 | 0.14% | 11,743 | 1,194 | 11.3% | $17.48万 | 加仓 |
| ADI | ANALOG DEVICES INC | $173.77万 | 0.14% | 4,375 | 24 | 0.6% | $9,533 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $174.28万 | 0.14% | 84,891 | 84,891 | — | $174.28万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $175.56万 | 0.14% | 71,511 | 3,429 | 5.0% | $8.42万 | 加仓 |
| CME | CME GROUP INC | $175.59万 | 0.14% | 7,950 | -706 | -8.2% | -$15.59万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $175.94万 | 0.14% | 3,542 | -215 | -5.7% | -$10.68万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $176.35万 | 0.14% | 136,282 | 136,282 | — | $176.35万 | 新建仓 |
| LIN | LINDE PLC | $176.74万 | 0.14% | 3,406 | 962 | 39.4% | $49.92万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $178.59万 | 0.15% | 37,456 | 5,318 | 16.5% | $25.36万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $178.86万 | 0.15% | 25,850 | -268 | -1.0% | -$1.85万 | 减仓 |
| EFA | ISHARES TR | $179.15万 | 0.15% | 17,246 | 275 | 1.6% | $2.86万 | 加仓 |
| ENB | ENBRIDGE INC | $179.59万 | 0.15% | 33,129 | 3,863 | 13.2% | $20.94万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $181.41万 | 0.15% | 4,365 | 607 | 16.2% | $25.23万 | 加仓 |
| NVO | NOVO-NORDISK A S | $185.95万 | 0.15% | 38,789 | -3,863 | -9.1% | -$18.52万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $187.18万 | 0.15% | 1,354 | -295 | -17.9% | -$40.78万 | 减仓 |
| JBL | JABIL INC | $188.89万 | 0.15% | 4,900 | 596 | 13.8% | $22.97万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $192.16万 | 0.16% | 2,535 | -248 | -8.9% | -$18.80万 | 减仓 |
| WMB | WILLIAMS COS INC | $193.67万 | 0.16% | 26,053 | -771 | -2.9% | -$5.73万 | 减仓 |
| DE | DEERE & CO | $195.66万 | 0.16% | 3,084 | 286 | 10.2% | $18.14万 | 加仓 |
| PGR | PROGRESSIVE CORP | $197.66万 | 0.16% | 9,049 | 7,074 | 358.2% | $154.52万 | 加仓 |
| CI | THE CIGNA GROUP | $200.18万 | 0.16% | 7,261 | 2,166 | 42.5% | $59.71万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $200.77万 | 0.16% | 13,267 | 3,149 | 31.1% | $47.65万 | 加仓 |
| FAST | FASTENAL CO | $203.13万 | 0.17% | 42,293 | 3,686 | 9.5% | $17.70万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $203.81万 | 0.17% | 7,247 | -527 | -6.8% | -$14.82万 | 减仓 |
| UL | UNILEVER PLC | $209.92万 | 0.17% | 34,916 | 902 | 2.7% | $5.42万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $212.34万 | 0.17% | 13,688 | -1,080 | -7.3% | -$16.75万 | 减仓 |
| MDT | MEDTRONIC PLC | $213.79万 | 0.18% | 27,328 | -1,431 | -5.0% | -$11.19万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $214.12万 | 0.18% | 6,043 | -317 | -5.0% | -$11.23万 | 减仓 |
| DAL | DELTA AIR LINES INC | $218.26万 | 0.18% | 23,303 | 1,902 | 8.9% | $17.81万 | 加仓 |
| BA | BOEING CO | $223.34万 | 0.18% | 10,318 | -841 | -7.5% | -$18.20万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $229.52万 | 0.19% | 51,600 | -5,290 | -9.3% | -$23.53万 | 减仓 |
| WM | WASTE MGMT INC DEL | $234.66万 | 0.19% | 10,528 | 1,232 | 13.3% | $27.46万 | 加仓 |
| C | CITIGROUP INC | $237.29万 | 0.19% | 16,953 | 449 | 2.7% | $6.28万 | 加仓 |
| T | AT&T INC | $237.47万 | 0.19% | 114,719 | -10,583 | -8.4% | -$21.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $239.21万 | 0.20% | 7,072 | 662 | 10.3% | $22.39万 | 加仓 |
| COP | CONOCOPHILLIPS | $240.79万 | 0.20% | 23,161 | 1,274 | 5.8% | $13.24万 | 加仓 |
| MCD | MCDONALDS CORP | $240.81万 | 0.20% | 8,910 | -1,099 | -11.0% | -$29.70万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $242.58万 | 0.20% | 19,163 | 2,010 | 11.7% | $25.44万 | 加仓 |
| — | VANECK FDS | $245.23万 | 0.20% | 56,604 | 29,941 | 112.3% | $129.72万 | 加仓 |
| APP | APPLOVIN CORP | $245.30万 | 0.20% | 4,761 | 945 | 24.8% | $48.69万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $252.67万 | 0.21% | 50,043 | -761 | -1.5% | -$3.84万 | 减仓 |
| DIS | DISNEY WALT CO | $252.91万 | 0.21% | 26,277 | -870 | -3.2% | -$8.37万 | 减仓 |
| APH | AMPHENOL CORP | $255.56万 | 0.21% | 14,493 | 2,473 | 20.6% | $43.61万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $257.31万 | 0.21% | 11,504 | 671 | 6.2% | $15.01万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $260.55万 | 0.21% | 28,238 | 1,387 | 5.2% | $12.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $262.08万 | 0.21% | 22,463 | -3,461 | -13.4% | -$40.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $267.36万 | 0.22% | 5,598 | -1,012 | -15.3% | -$48.33万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $267.67万 | 0.22% | 46,278 | 2,907 | 6.7% | $16.81万 | 加仓 |
| HDV | ISHARES TR | $267.70万 | 0.22% | 97,665 | 1,055 | 1.1% | $2.89万 | 加仓 |
| UNP | UNION PAC CORP | $268.07万 | 0.22% | 9,855 | 335 | 3.5% | $9.11万 | 加仓 |
| LOW | LOWES COS INC | $268.19万 | 0.22% | 12,164 | 514 | 4.4% | $11.33万 | 加仓 |
| QCOM | QUALCOMM INC | $273.18万 | 0.22% | 14,783 | -67,585 | -82.1% | -$1,248.95万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $273.80万 | 0.22% | 20,013 | 231 | 1.2% | $3.16万 | 加仓 |
| HD | HOME DEPOT INC | $275.93万 | 0.23% | 7,825 | -1,213 | -13.4% | -$42.77万 | 减仓 |
| SBUX | STARBUCKS CORP | $289.13万 | 0.24% | 28,294 | -8,510 | -23.1% | -$86.96万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $289.69万 | 0.24% | 3,796 | -146 | -3.7% | -$11.14万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $298.58万 | 0.24% | 33,976 | 9,131 | 36.8% | $80.24万 | 加仓 |
| QQQI | NEOS ETF TRUST | $298.64万 | 0.24% | 52,587 | 13,603 | 34.9% | $77.25万 | 加仓 |
| MS | MORGAN STANLEY | $307.74万 | 0.25% | 14,722 | 850 | 6.1% | $17.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $315.17万 | 0.26% | 9,242 | -266 | -2.8% | -$9.07万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $317.26万 | 0.26% | 52,190 | 4,122 | 8.6% | $25.06万 | 加仓 |
| HYG | ISHARES TR | $319.70万 | 0.26% | 39,977 | 37,187 | 1,332.9% | $297.38万 | 重新持有 |
| SNDK | SANDISK CORP | $321.73万 | 0.26% | 1,415 | 287 | 25.4% | $65.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $335.11万 | 0.27% | 22,852 | 1,373 | 6.4% | $20.13万 | 加仓 |
| PEP | PEPSICO INC | $341.41万 | 0.28% | 25,215 | 542 | 2.2% | $7.34万 | 加仓 |
| WMT | WALMART INC | $342.11万 | 0.28% | 30,206 | -5,286 | -14.9% | -$59.87万 | 减仓 |
| ORCL | ORACLE CORP | $348.12万 | 0.29% | 23,755 | -11,516 | -32.7% | -$168.76万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $365.60万 | 0.30% | 72,555 | 3,506 | 5.1% | $17.67万 | 加仓 |
| CVS | CVS HEALTH CORP | $376.02万 | 0.31% | 36,348 | 749 | 2.1% | $7.75万 | 加仓 |
| RAAX | VANECK ETF TRUST | $377.32万 | 0.31% | 95,114 | 54,733 | 135.5% | $217.13万 | 加仓 |
| ASML | ASML HLDG NV | $379.00万 | 0.31% | 1,905 | -173 | -8.3% | -$34.42万 | 减仓 |
| AMGN | AMGEN INC | $379.16万 | 0.31% | 10,471 | 573 | 5.8% | $20.75万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $393.88万 | 0.32% | 31,176 | 879 | 2.9% | $11.11万 | 加仓 |
| RUN | SUNRUN INC | $396.72万 | 0.33% | 296,500 | 26,273 | 9.7% | $35.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $398.14万 | 0.33% | 24,019 | 1,689 | 7.6% | $28.00万 | 加仓 |
| GLW | CORNING INC | $407.27万 | 0.33% | 15,945 | 292 | 1.9% | $7.46万 | 加仓 |
| IWV | ISHARES TR | $414.08万 | 0.34% | 9,711 | -526 | -5.1% | -$22.43万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $417.49万 | 0.34% | 14,014 | -511 | -3.5% | -$15.22万 | 减仓 |
| KLAC | KLA CORP | $438.47万 | 0.36% | 14,532 | 2,042 | 16.3% | $61.61万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $454.06万 | 0.37% | 107,240 | -1,630 | -1.5% | -$6.90万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $468.81万 | 0.38% | 92,705 | 638 | 0.7% | $3.23万 | 加仓 |
| TXN | TEXAS INSTRS INC | $478.43万 | 0.39% | 16,051 | -377 | -2.3% | -$11.24万 | 减仓 |
| KO | COCA COLA CO | $482.67万 | 0.40% | 59,392 | 3,626 | 6.5% | $29.47万 | 加仓 |
| NFLX | NETFLIX INC. | $492.22万 | 0.40% | 68,939 | -4,776 | -6.5% | -$34.10万 | 减仓 |
| RTX | RTX CORPORATION | $494.56万 | 0.41% | 26,066 | 3,723 | 16.7% | $70.64万 | 加仓 |
| ABBV | ABBVIE INC | $500.18万 | 0.41% | 19,879 | 1,232 | 6.6% | $31.00万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $508.59万 | 0.42% | 5,437 | 326 | 6.4% | $30.49万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $509.83万 | 0.42% | 9,924 | -2,113 | -17.6% | -$108.55万 | 减仓 |
| GEV | GE VERNOVA INC | $511.07万 | 0.42% | 4,350 | 186 | 4.5% | $21.85万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $524.08万 | 0.43% | 44,044 | 886 | 2.1% | $10.54万 | 加仓 |