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 |
|---|---|---|---|---|---|---|---|---|
| INTC | INTEL CORP | $205.67万 | 0.20% | 46,605 | 20,581 | 79.1% | $90.82万 | 加仓 |
| ZTS | ZOETIS INC | $203.49万 | 0.20% | 17,213 | 3,147 | 22.4% | $37.20万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $202.07万 | 0.19% | 10,833 | -68 | -0.6% | -$1.27万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $195.46万 | 0.19% | 68,082 | 22,357 | 48.9% | $64.19万 | 加仓 |
| WMB | WILLIAMS COS INC | $195.23万 | 0.19% | 26,824 | -1,546 | -5.4% | -$11.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $193.89万 | 0.19% | 6,410 | 1,100 | 20.7% | $33.27万 | 加仓 |
| UL | UNILEVER PLC | $193.78万 | 0.19% | 34,014 | -2,133 | -5.9% | -$12.15万 | 减仓 |
| QQQI | NEOS ETF TRUST | $193.71万 | 0.19% | 38,984 | 25,525 | 189.7% | $126.83万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $190.16万 | 0.18% | 24,845 | 1,016 | 4.3% | $7.78万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $189.62万 | 0.18% | 2,783 | -562 | -16.8% | -$38.29万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $188.42万 | 0.18% | 7,774 | -434 | -5.3% | -$10.52万 | 减仓 |
| C | CITIGROUP INC | $187.18万 | 0.18% | 16,504 | -403 | -2.4% | -$4.57万 | 减仓 |
| KLAC | KLA CORP | $183.98万 | 0.18% | 1,249 | 197 | 18.7% | $29.02万 | 加仓 |
| SNPS | SYNOPSYS INC | $183.69万 | 0.18% | 4,633 | 159 | 3.6% | $6.30万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $180.29万 | 0.17% | 1,649 | 183 | 12.5% | $20.01万 | 加仓 |
| FAST | FASTENAL CO | $179.14万 | 0.17% | 38,607 | 1,998 | 5.5% | $9.27万 | 加仓 |
| ABNB | AIRBNB INC | $170.60万 | 0.16% | 13,510 | 1,105 | 8.9% | $13.95万 | 加仓 |
| PFE | PFIZER INC | $168.07万 | 0.16% | 59,853 | 11,046 | 22.6% | $31.02万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $167.77万 | 0.16% | 3,757 | 389 | 11.5% | $17.37万 | 加仓 |
| EFA | ISHARES TR | $164.84万 | 0.16% | 16,971 | -258 | -1.5% | -$2.51万 | 减仓 |
| RAAX | VANECK ETF TRUST | $164.39万 | 0.16% | 40,381 | 40,381 | — | $164.39万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $162.05万 | 0.16% | 15,783 | -9,042 | -36.4% | -$92.84万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $159.08万 | 0.15% | 10,118 | 767 | 8.2% | $12.06万 | 加仓 |
| CSGP | COSTAR GROUP INC | $159.01万 | 0.15% | 39,418 | 29,011 | 278.8% | $117.03万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $158.47万 | 0.15% | 5,455 | 1,333 | 32.3% | $38.72万 | 加仓 |
| ENB | ENBRIDGE INC | $158.44万 | 0.15% | 29,266 | 204 | 0.7% | $1.10万 | 加仓 |
| DE | DEERE & CO | $157.63万 | 0.15% | 2,798 | 1,538 | 122.1% | $86.65万 | 加仓 |
| NVO | NOVO-NORDISK A S | $156.75万 | 0.15% | 42,652 | 19,651 | 85.4% | $72.22万 | 加仓 |
| ROST | ROSS STORES INC | $154.55万 | 0.15% | 7,133 | 98 | 1.4% | $2.12万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $153.90万 | 0.15% | 3,942 | 1,083 | 37.9% | $42.28万 | 加仓 |
| PWR | QUANTA SVCS INC | $152.85万 | 0.15% | 2,784 | -78 | -2.7% | -$4.28万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $152.57万 | 0.15% | 8,868 | -216 | -2.4% | -$3.72万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $152.43万 | 0.15% | 9,508 | 1,802 | 23.4% | $28.89万 | 加仓 |
| APH | AMPHENOL CORP | $151.88万 | 0.15% | 12,020 | 684 | 6.0% | $8.64万 | 加仓 |
| APP | APPLOVIN CORP | $151.88万 | 0.15% | 3,816 | 437 | 12.9% | $17.39万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $150.58万 | 0.14% | 8,455 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $150.49万 | 0.14% | 26,118 | 22,478 | 617.5% | $129.52万 | 加仓 |
| TPR | TAPESTRY INC | $148.86万 | 0.14% | 10,549 | 1 | 0.0% | $141 | 加仓 |
| SHYG | ISHARES TR | $147.68万 | 0.14% | 34,904 | 9,219 | 35.9% | $39.01万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $147.56万 | 0.14% | 2,442 | -3 | -0.1% | -$1,813 | 减仓 |
| EME | EMCOR GROUP INC | $145.60万 | 0.14% | 1,972 | -396 | -16.7% | -$29.24万 | 减仓 |
| FDX | FEDEX CORP | $144.00万 | 0.14% | 4,043 | 3,204 | 381.9% | $114.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $143.88万 | 0.14% | 14,525 | 5,388 | 59.0% | $53.37万 | 加仓 |
| USB | US BANCORP | $142.39万 | 0.14% | 27,376 | -556 | -2.0% | -$2.89万 | 减仓 |
| DAL | DELTA AIR LINES INC | $142.27万 | 0.14% | 21,401 | 379 | 1.8% | $2.52万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $140.83万 | 0.14% | 32,138 | 125 | 0.4% | $5,477 | 加仓 |
| IWS | ISHARES TR | $139.31万 | 0.13% | 9,559 | 40 | 0.4% | $5,830 | 加仓 |
| ADI | ANALOG DEVICES INC | $138.44万 | 0.13% | 4,351 | 724 | 20.0% | $23.04万 | 加仓 |
| AON | AON PLC | $136.45万 | 0.13% | 4,227 | 270 | 6.8% | $8.72万 | 加仓 |
| CI | THE CIGNA GROUP | $135.91万 | 0.13% | 5,095 | 7 | 0.1% | $1,867 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $133.95万 | 0.13% | 318 | -4 | -1.2% | -$1.68万 | 减仓 |
| PULS | PGIM ETF TR | $133.74万 | 0.13% | 27,019 | -16,393 | -37.8% | -$81.14万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $133.49万 | 0.13% | 6,804 | -20,057 | -74.7% | -$393.52万 | 减仓 |
| NEM | NEWMONT CORP | $133.42万 | 0.13% | 12,325 | -42 | -0.3% | -$4,547 | 减仓 |
| CASY | CASEYS GEN STORES INC | $129.93万 | 0.12% | 1,785 | -226 | -11.2% | -$16.45万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $127.12万 | 0.12% | 60,103 | 852 | 1.4% | $1.80万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $126.75万 | 0.12% | 27,021 | -22,150 | -45.0% | -$103.90万 | 减仓 |
| TMUS | T-MOBILE US INC | $126.74万 | 0.12% | 6,033 | 173 | 3.0% | $3.63万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $125.35万 | 0.12% | 1,622 | 163 | 11.2% | $12.60万 | 加仓 |
| SHEL | SHELL PLC | $125.29万 | 0.12% | 13,472 | -295 | -2.1% | -$2.74万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $124.94万 | 0.12% | 12,700 | 2,734 | 27.4% | $26.90万 | 加仓 |
| INTU | INTUIT | $124.21万 | 0.12% | 2,872 | -827 | -22.4% | -$35.77万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $123.86万 | 0.12% | 14,531 | 2,362 | 19.4% | $20.13万 | 加仓 |
| DGRO | ISHARES TR | $123.59万 | 0.12% | 17,611 | -495 | -2.7% | -$3.47万 | 减仓 |
| LIN | LINDE PLC | $121.19万 | 0.12% | 2,444 | 949 | 63.5% | $47.06万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $119.01万 | 0.11% | 7,166 | 1,362 | 23.5% | $22.62万 | 加仓 |
| — | HONEYWELL INTL INC | $118.44万 | 0.11% | 5,240 | 1,080 | 26.0% | $24.41万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $117.66万 | 0.11% | 3,597 | 77 | 2.2% | $2.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $117.17万 | 0.11% | 1,384 | 114 | 9.0% | $9.65万 | 加仓 |
| ADSK | AUTODESK INC | $115.46万 | 0.11% | 4,823 | -145 | -2.9% | -$3.47万 | 减仓 |
| CSX | CSX CORP | $115.23万 | 0.11% | 28,070 | 2,964 | 11.8% | $12.17万 | 加仓 |
| FTI | TECHNIPFMC PLC | $115.20万 | 0.11% | 16,664 | -7,470 | -31.0% | -$51.64万 | 减仓 |
| JBL | JABIL INC | $114.33万 | 0.11% | 4,304 | 240 | 5.9% | $6.38万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $114.23万 | 0.11% | 15,881 | 3,516 | 28.4% | $25.29万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $114.06万 | 0.11% | 12,280 | 2,370 | 23.9% | $22.01万 | 加仓 |
| NVT | NVENT ELEC PLC | $113.87万 | 0.11% | 9,627 | -1,136 | -10.6% | -$13.44万 | 减仓 |
| AGNC | AGNC INVT CORP | $112.01万 | 0.11% | 111,674 | 1,707 | 1.6% | $1.71万 | 加仓 |
| BN | BROOKFIELD CORP | $110.79万 | 0.11% | 27,377 | -332 | -1.2% | -$1.34万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $108.34万 | 0.10% | 21,715 | -455 | -2.1% | -$2.27万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $108.28万 | 0.10% | 26,942 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $106.60万 | 0.10% | 5,851 | -34 | -0.6% | -$6,195 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $106.54万 | 0.10% | 3,665 | 3,665 | — | $106.54万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $105.07万 | 0.10% | 30,507 | 70 | 0.2% | $2,411 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $104.47万 | 0.10% | 4,168 | 382 | 10.1% | $9.57万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $103.26万 | 0.10% | 8,920 | -822 | -8.4% | -$9.52万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $103.16万 | 0.10% | 17,550 | -4,053 | -18.8% | -$23.82万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $102.70万 | 0.10% | 5,951 | -747 | -11.2% | -$12.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.70万 | 0.10% | 3,758 | -631 | -14.4% | -$17.08万 | 减仓 |
| MPC | MARATHON PETE CORP | $101.53万 | 0.10% | 4,158 | -488 | -10.5% | -$11.92万 | 减仓 |
| AME | AMETEK INC | $101.23万 | 0.10% | 4,722 | 54 | 1.2% | $1.16万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $101.13万 | 0.10% | 13,439 | 306 | 2.3% | $2.30万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $100.72万 | 0.10% | 2,473 | -695 | -21.9% | -$28.31万 | 减仓 |
| VLO | VALERO ENERGY CORP | $100.27万 | 0.10% | 4,058 | -28 | -0.7% | -$6,918 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $100.17万 | 0.10% | 29,873 | 1,370 | 4.8% | $4.59万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $99.72万 | 0.10% | 6,648 | 2,336 | 54.2% | $35.04万 | 加仓 |
| FIX | COMFORT SYS USA INC | $99.58万 | 0.10% | 722 | -335 | -31.7% | -$46.20万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $98.92万 | 0.10% | 5,423 | 2,439 | 81.7% | $44.49万 | 加仓 |
| SDY | SPDR SERIES TRUST | $97.42万 | 0.09% | 6,675 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $96.85万 | 0.09% | 3,468 | 674 | 24.1% | $18.82万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $96.69万 | 0.09% | 4,647 | 158 | 3.5% | $3.29万 | 加仓 |