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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $535.81万 | 0.44% | 94,034 | 8,802 | 10.3% | $50.15万 | 加仓 |
| NET | CLOUDFLARE INC | $539.08万 | 0.44% | 21,978 | -1,215 | -5.2% | -$29.80万 | 减仓 |
| WFC | WELLS FARGO & CO | $566.93万 | 0.46% | 68,604 | 2,081 | 3.1% | $17.20万 | 加仓 |
| CAT | CATERPILLAR INC | $570.83万 | 0.47% | 5,360 | -1 | -0.0% | -$1,065 | 减仓 |
| MRK | MERCK & CO INC | $580.64万 | 0.48% | 45,186 | 2,961 | 7.0% | $38.05万 | 加仓 |
| — | EXXON MOBIL CORP | $601.43万 | 0.49% | 43,990 | 4,491 | 11.4% | $61.40万 | 加仓 |
| GE | GE AEROSPACE | $613.97万 | 0.50% | 16,429 | 945 | 6.1% | $35.32万 | 加仓 |
| V | VISA INC | $639.46万 | 0.52% | 18,639 | -4,069 | -17.9% | -$139.60万 | 减仓 |
| AMLP | ALPS ETF TR | $655.22万 | 0.54% | 126,369 | 1,884 | 1.5% | $9.77万 | 加仓 |
| INTC | INTEL CORP | $656.54万 | 0.54% | 47,020 | 415 | 0.9% | $5.79万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $666.70万 | 0.55% | 25,185 | -180 | -0.7% | -$4.76万 | 重新持有 |
| IJT | ISHARES TR | $729.35万 | 0.60% | 40,837 | -598 | -1.4% | -$10.68万 | 减仓 |
| SMH | VANECK ETF TRUST | $820.12万 | 0.67% | 12,504 | 12,504 | — | $820.12万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $834.63万 | 0.68% | 46,136 | 698 | 1.5% | $12.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $859.39万 | 0.70% | 17,175 | 1,081 | 6.7% | $54.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $873.70万 | 0.72% | 34,402 | 1,681 | 5.1% | $42.69万 | 加仓 |
| LLY | ELI LILLY & CO | $878.71万 | 0.72% | 7,327 | -2,090 | -22.2% | -$250.65万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $899.35万 | 0.74% | 20,753 | -45,055 | -68.5% | -$1,952.50万 | 减仓 |
| CSCO | CISCO SYS INC | $906.28万 | 0.74% | 77,156 | -16,949 | -18.0% | -$199.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $928.66万 | 0.76% | 28,371 | 4,803 | 20.4% | $157.22万 | 加仓 |
| AMAT | APPLIED MATLS INC | $955.10万 | 0.78% | 13,210 | -330 | -2.4% | -$23.86万 | 减仓 |
| META | META PLATFORMS INC | $957.17万 | 0.78% | 16,992 | -4,472 | -20.8% | -$251.91万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $970.18万 | 0.80% | 733,596 | 733,596 | — | $970.18万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $1,138.83万 | 0.93% | 171,769 | 155,105 | 930.8% | $1,028.35万 | 加仓 |
| TSLA | TESLA INC | $1,139.70万 | 0.93% | 27,097 | -509 | -1.8% | -$21.41万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1,146.74万 | 0.94% | 44,816 | 5,335 | 13.5% | $136.51万 | 加仓 |
| SHOP | SHOPIFY INC | $1,193.18万 | 0.98% | 104,500 | 76,103 | 268.0% | $868.94万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,211.44万 | 0.99% | 16,222 | 223 | 1.4% | $16.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,226.13万 | 1.01% | 21,107 | -217 | -1.0% | -$12.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,278.74万 | 1.05% | 17,364 | 171 | 1.0% | $12.59万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,290.05万 | 1.06% | 223,889 | 23,065 | 11.5% | $132.90万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,293.58万 | 1.06% | 82,932 | 82,932 | — | $1,293.58万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $1,405.86万 | 1.15% | 82,756 | 3,280 | 4.1% | $55.72万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,443.57万 | 1.18% | 200,635 | 17,885 | 9.8% | $128.68万 | 加仓 |
| GOOG | ALPHABET INC | $1,447.75万 | 1.19% | 40,973 | -5,351 | -11.6% | -$189.07万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,567.54万 | 1.28% | 13,580 | 1,583 | 13.2% | $182.73万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,634.46万 | 1.34% | 178,357 | -25,557 | -12.5% | -$234.20万 | 减仓 |
| AVGO | BROADCOM INC | $1,973.97万 | 1.62% | 52,256 | -281 | -0.5% | -$10.61万 | 减仓 |
| IVV | ISHARES TR | $2,253.99万 | 1.85% | 30,098 | 19,685 | 189.0% | $1,474.18万 | 加仓 |
| AMZN | AMAZON COM INC | $2,288.49万 | 1.88% | 96,018 | -3,482 | -3.5% | -$82.99万 | 减仓 |
| GOOGL | ALPHABET INC | $2,460.68万 | 2.02% | 68,855 | 1,930 | 2.9% | $68.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,741.60万 | 2.25% | 73,497 | -4,774 | -6.1% | -$178.08万 | 减仓 |
| PAAA | PGIM ETF TR | $5,634.10万 | 4.62% | 1,098,908 | -111,991 | -9.2% | -$574.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,676.44万 | 4.65% | 283,694 | 13,415 | 5.0% | $268.42万 | 加仓 |
| AAPL | APPLE INC | $6,012.65万 | 4.93% | 207,791 | 14,097 | 7.3% | $407.91万 | 加仓 |