NORDEN GROUP LLC
PROVO UT · SEC CIK 0001990699
$10.41亿2026Q1 申报市值
615持仓数
27.8%前十大占比 · 第一大 6.0%
68 / 56新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CRM 加仓+$961.29万
QCOM 加仓+$777.73万
IJT 新建仓+$599.61万
PPA 新建仓+$590.81万
AAPL 加仓+$581.46万
2026Q1 卖出最多 按季末市值估算
WDC 减仓-$1,221.55万
MPLX 清仓-$759.45万
IBB 清仓-$716.59万
XLY 减仓-$611.70万
ADBE 减仓-$610.23万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MPLX | MPLX LP | $0 | 0.00% | 0 | -142,300 | -100.0% | -$759.45万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -42,459 | -100.0% | -$716.59万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -3,718 | -100.0% | -$165.85万 | 清仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -30,465 | -100.0% | -$144.25万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -24,853 | -100.0% | -$115.57万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -14,140 | -100.0% | -$93.20万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -3,629 | -100.0% | -$66.72万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3,991 | -100.0% | -$63.61万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,440 | -100.0% | -$60.04万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -10,805 | -100.0% | -$58.40万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -5,417 | -100.0% | -$44.86万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,922 | -100.0% | -$41.76万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -4,681 | -100.0% | -$38.83万 | 清仓 |
| SMMD | ISHARES TR | $0 | 0.00% | 0 | -4,800 | -100.0% | -$35.97万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,368 | -100.0% | -$34.50万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -2,704 | -100.0% | -$34.49万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$34.43万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -12,541 | -100.0% | -$32.47万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,945 | -100.0% | -$32.37万 | 清仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -4,412 | -100.0% | -$31.68万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -5,082 | -100.0% | -$31.35万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -12,990 | -100.0% | -$31.33万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,353 | -100.0% | -$30.43万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -4,960 | -100.0% | -$30.20万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -4,060 | -100.0% | -$29.90万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -6,808 | -100.0% | -$29.51万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -16,992 | -100.0% | -$29.41万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EXLS | EXLSERVICE HOLDINGS INC | $0 | 0.00% | 0 | -6,758 | -100.0% | -$28.68万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -11,007 | -100.0% | -$28.22万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -6,927 | -100.0% | -$28.00万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -2,018 | -100.0% | -$27.49万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,370 | -100.0% | -$27.31万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -6,173 | -100.0% | -$27.27万 | 清仓 |
| HWKN | HAWKINS INC | $0 | 0.00% | 0 | -1,910 | -100.0% | -$27.13万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -525 | -100.0% | -$26.83万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMI | BADGER METER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -1,058 | -100.0% | -$25.59万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -304 | -100.0% | -$25.56万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -2,433 | -100.0% | -$25.30万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,540 | -100.0% | -$24.76万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -2,930 | -100.0% | -$24.32万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -178 | -100.0% | -$23.67万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,017 | -100.0% | -$22.97万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,527 | -100.0% | -$22.54万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -1,864 | -100.0% | -$21.77万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -4,108 | -100.0% | -$21.74万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -1,596 | -100.0% | -$21.73万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -2,433 | -100.0% | -$21.69万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -2,184 | -100.0% | -$21.21万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,528 | -100.0% | -$21.09万 | 清仓 |
| TRNO | TERRENO RLTY CORP | $0 | 0.00% | 0 | -3,580 | -100.0% | -$21.02万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -1,208 | -100.0% | -$20.64万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,155 | -100.0% | -$20.48万 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPAC | ENERPAC TOOL GROUP CORP | $0 | 0.00% | 0 | -5,285 | -100.0% | -$20.21万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -10,532 | -100.0% | -$19.36万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | -11,015 | -100.0% | -$16.89万 | 清仓 |
| BIZD | VANECK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -11,167 | -100.0% | -$8.96万 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $3,501 | 0.00% | 14,000 | 14,000 | — | $3,501 | 新建仓 |
| — | ALPHATON CAPITAL CORP | $3,952 | 0.00% | 12,506 | 12,506 | — | $3,952 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2.97万 | 0.00% | 10,693 | 10,693 | — | $2.97万 | 新建仓 |
| — | GOPRO INC | $3.61万 | 0.00% | 46,827 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $5.12万 | 0.00% | 15,739 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $7.05万 | 0.01% | 14,695 | 14,695 | — | $7.05万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $7.30万 | 0.01% | 17,591 | 17,591 | — | $7.30万 | 新建仓 |
| — | WHITEHORSE FIN INC | $8.14万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $8.22万 | 0.01% | 17,746 | 1,963 | 12.4% | $9,089 | 加仓 |
| NEXT | NEXTDECADE CORP | $8.23万 | 0.01% | 10,741 | 10,741 | — | $8.23万 | 新建仓 |
| COMP | COMPASS INC | $10.53万 | 0.01% | 14,402 | 14,402 | — | $10.53万 | 新建仓 |
| SAIL | SAILPOINT INC | $13.59万 | 0.01% | 10,262 | 10,262 | — | $13.59万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $13.92万 | 0.01% | 10,030 | 10,030 | — | $13.92万 | 新建仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $14.04万 | 0.01% | 11,328 | -298 | -2.6% | -$3,692 | 减仓 |
| ANGX | ANGEL STUDIOS INC | $14.98万 | 0.01% | 49,125 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $15.54万 | 0.01% | 17,022 | 17,022 | — | $15.54万 | 新建仓 |
| F | FORD MTR CO | $15.82万 | 0.02% | 13,712 | 1,398 | 11.4% | $1.61万 | 加仓 |
| NU | NU HLDGS LTD | $16.59万 | 0.02% | 11,548 | -1,230 | -9.6% | -$1.77万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $17.41万 | 0.02% | 10,964 | 611 | 5.9% | $9,703 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $17.87万 | 0.02% | 11,875 | 691 | 6.2% | $1.04万 | 加仓 |
| UAA | UNDER ARMOUR INC | $18.03万 | 0.02% | 30,513 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP | $18.85万 | 0.02% | 19,658 | 3,070 | 18.5% | $2.94万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $19.68万 | 0.02% | 11,363 | 11,363 | — | $19.68万 | 新建仓 |
| BCPC | BALCHEM CORP | $20.04万 | 0.02% | 1,182 | 1,182 | — | $20.04万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $20.07万 | 0.02% | 424 | 424 | — | $20.07万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $20.17万 | 0.02% | 590 | -488 | -45.3% | -$16.68万 | 减仓 |
| CPRT | COPART INC | $20.25万 | 0.02% | 6,098 | -1,123 | -15.6% | -$3.73万 | 减仓 |
| USFD | US FOODS HLDG CORP | $20.42万 | 0.02% | 2,214 | 2,214 | — | $20.42万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $20.51万 | 0.02% | 5,739 | 5,739 | — | $20.51万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $20.55万 | 0.02% | 1,607 | -57 | -3.4% | -$7,289 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $20.56万 | 0.02% | 9,032 | 9,032 | — | $20.56万 | 新建仓 |