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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $239.21万 | 0.20% | 7,072 | 662 | 10.3% | $22.39万 | 加仓 |
| T | AT&T INC | $237.47万 | 0.19% | 114,719 | -10,583 | -8.4% | -$21.91万 | 减仓 |
| C | CITIGROUP INC | $237.29万 | 0.19% | 16,953 | 449 | 2.7% | $6.28万 | 加仓 |
| WM | WASTE MGMT INC DEL | $234.66万 | 0.19% | 10,528 | 1,232 | 13.3% | $27.46万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $229.52万 | 0.19% | 51,600 | -5,290 | -9.3% | -$23.53万 | 减仓 |
| BA | BOEING CO | $223.34万 | 0.18% | 10,318 | -841 | -7.5% | -$18.20万 | 减仓 |
| DAL | DELTA AIR LINES INC | $218.26万 | 0.18% | 23,303 | 1,902 | 8.9% | $17.81万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $214.12万 | 0.18% | 6,043 | -317 | -5.0% | -$11.23万 | 减仓 |
| MDT | MEDTRONIC PLC | $213.79万 | 0.18% | 27,328 | -1,431 | -5.0% | -$11.19万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $212.34万 | 0.17% | 13,688 | -1,080 | -7.3% | -$16.75万 | 减仓 |
| UL | UNILEVER PLC | $209.92万 | 0.17% | 34,916 | 902 | 2.7% | $5.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $203.81万 | 0.17% | 7,247 | -527 | -6.8% | -$14.82万 | 减仓 |
| FAST | FASTENAL CO | $203.13万 | 0.17% | 42,293 | 3,686 | 9.5% | $17.70万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $200.77万 | 0.16% | 13,267 | 3,149 | 31.1% | $47.65万 | 加仓 |
| CI | THE CIGNA GROUP | $200.18万 | 0.16% | 7,261 | 2,166 | 42.5% | $59.71万 | 加仓 |
| PGR | PROGRESSIVE CORP | $197.66万 | 0.16% | 9,049 | 7,074 | 358.2% | $154.52万 | 加仓 |
| DE | DEERE & CO | $195.66万 | 0.16% | 3,084 | 286 | 10.2% | $18.14万 | 加仓 |
| WMB | WILLIAMS COS INC | $193.67万 | 0.16% | 26,053 | -771 | -2.9% | -$5.73万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $192.16万 | 0.16% | 2,535 | -248 | -8.9% | -$18.80万 | 减仓 |
| JBL | JABIL INC | $188.89万 | 0.15% | 4,900 | 596 | 13.8% | $22.97万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $187.18万 | 0.15% | 1,354 | -295 | -17.9% | -$40.78万 | 减仓 |
| NVO | NOVO-NORDISK A S | $185.95万 | 0.15% | 38,789 | -3,863 | -9.1% | -$18.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $181.41万 | 0.15% | 4,365 | 607 | 16.2% | $25.23万 | 加仓 |
| ENB | ENBRIDGE INC | $179.59万 | 0.15% | 33,129 | 3,863 | 13.2% | $20.94万 | 加仓 |
| EFA | ISHARES TR | $179.15万 | 0.15% | 17,246 | 275 | 1.6% | $2.86万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $178.86万 | 0.15% | 25,850 | -268 | -1.0% | -$1.85万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $178.59万 | 0.15% | 37,456 | 5,318 | 16.5% | $25.36万 | 加仓 |
| LIN | LINDE PLC | $176.74万 | 0.14% | 3,406 | 962 | 39.4% | $49.92万 | 加仓 |
| BRBR | BELLRING BRANDS INC | $176.35万 | 0.14% | 136,282 | 136,282 | — | $176.35万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $175.94万 | 0.14% | 3,542 | -215 | -5.7% | -$10.68万 | 减仓 |
| CME | CME GROUP INC | $175.59万 | 0.14% | 7,950 | -706 | -8.2% | -$15.59万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $175.56万 | 0.14% | 71,511 | 3,429 | 5.0% | $8.42万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $174.28万 | 0.14% | 84,891 | 84,891 | — | $174.28万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $173.77万 | 0.14% | 4,375 | 24 | 0.6% | $9,533 | 加仓 |
| TPR | TAPESTRY INC | $171.92万 | 0.14% | 11,743 | 1,194 | 11.3% | $17.48万 | 加仓 |
| PWR | QUANTA SVCS INC | $166.62万 | 0.14% | 2,314 | -470 | -16.9% | -$33.84万 | 减仓 |
| DDOG | DATADOG INC | $165.17万 | 0.14% | 6,344 | -125 | -1.9% | -$3.25万 | 减仓 |
| EME | EMCOR GROUP INC | $161.67万 | 0.13% | 1,948 | -24 | -1.2% | -$1.99万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $158.85万 | 0.13% | 8,911 | 961 | 12.1% | $17.13万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $158.72万 | 0.13% | 9,109 | 241 | 2.7% | $4.20万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $158.49万 | 0.13% | 70,883 | 10,780 | 17.9% | $24.10万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $153.42万 | 0.13% | 8,455 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $152.74万 | 0.13% | 4,122 | 525 | 14.6% | $19.45万 | 加仓 |
| USB | US BANCORP | $152.72万 | 0.13% | 25,286 | -2,090 | -7.6% | -$12.62万 | 减仓 |
| URI | UNITED RENTALS INC | $152.60万 | 0.13% | 1,347 | 449 | 50.0% | $50.87万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $151.22万 | 0.12% | 5,157 | -298 | -5.5% | -$8.74万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $151.20万 | 0.12% | 5,560 | 1,535 | 38.1% | $41.74万 | 加仓 |
| NVT | NVENT ELEC PLC | $150.58万 | 0.12% | 8,878 | -749 | -7.8% | -$12.70万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $149.01万 | 0.12% | 30,680 | -9,067 | -22.8% | -$44.04万 | 减仓 |
| AGNC | AGNC INVT CORP | $148.21万 | 0.12% | 135,967 | 24,293 | 21.8% | $26.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $145.62万 | 0.12% | 6,682 | -122 | -1.8% | -$2.66万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $143.95万 | 0.12% | 1,422 | 38 | 2.7% | $3.85万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $142.60万 | 0.12% | 1,794 | 9 | 0.5% | $7,154 | 加仓 |
| ABT | ABBOTT LABORATORIES | $142.08万 | 0.12% | 15,657 | -126 | -0.8% | -$1.14万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $142.06万 | 0.12% | 2,224 | 128 | 6.1% | $8.18万 | 加仓 |
| ROST | ROSS STORES INC | $141.44万 | 0.12% | 6,645 | -488 | -6.8% | -$10.39万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $141.07万 | 0.12% | 27,244 | 223 | 0.8% | $1.15万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $140.70万 | 0.12% | 13,088 | 388 | 3.1% | $4.17万 | 加仓 |
| CSX | CSX CORP | $140.52万 | 0.12% | 29,564 | 1,494 | 5.3% | $7.10万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $139.59万 | 0.11% | 15,226 | 695 | 4.8% | $6.37万 | 加仓 |
| CRM | SALESFORCE INC | $139.59万 | 0.11% | 8,910 | -50,870 | -85.1% | -$796.98万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $138.95万 | 0.11% | 7,378 | 212 | 3.0% | $3.99万 | 加仓 |
| PFE | PFIZER INC | $137.94万 | 0.11% | 57,284 | -2,569 | -4.3% | -$6.19万 | 减仓 |
| BN | BROOKFIELD CORP | $137.10万 | 0.11% | 32,190 | 4,813 | 17.6% | $20.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $137.08万 | 0.11% | 2,691 | 249 | 10.2% | $12.68万 | 加仓 |
| NOW | SERVICENOW INC | $135.90万 | 0.11% | 13,689 | -24,214 | -63.9% | -$240.39万 | 减仓 |
| DGRO | ISHARES TR | $133.94万 | 0.11% | 17,673 | 62 | 0.4% | $4,699 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $133.38万 | 0.11% | 42,194 | 33,898 | 408.6% | $107.15万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $133.05万 | 0.11% | 28,188 | 1,246 | 4.6% | $5.88万 | 加仓 |
| FDX | FEDEX CORP | $131.92万 | 0.11% | 4,213 | 170 | 4.2% | $5.32万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $130.88万 | 0.11% | 96,167 | 24,004 | 33.3% | $32.67万 | 加仓 |
| NEM | NEWMONT CORP | $130.46万 | 0.11% | 13,967 | 1,642 | 13.3% | $15.34万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $127.69万 | 0.10% | 134,698 | 42,506 | 46.1% | $40.30万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $126.81万 | 0.10% | 13,193 | 1,045 | 8.6% | $10.04万 | 加仓 |
| FIX | COMFORT SYS USA INC | $126.25万 | 0.10% | 637 | -85 | -11.8% | -$16.85万 | 减仓 |
| VLO | VALERO ENERGY CORP | $125.88万 | 0.10% | 4,833 | 775 | 19.1% | $20.19万 | 加仓 |
| IWS | ISHARES TR | $124.59万 | 0.10% | 7,569 | -1,990 | -20.8% | -$32.76万 | 减仓 |
| IDXX | IDEXX LABS INC | $124.29万 | 0.10% | 2,361 | -1,497 | -38.8% | -$78.81万 | 减仓 |
| MFC | MANULIFE FINL CORP | $124.03万 | 0.10% | 30,618 | 111 | 0.4% | $4,497 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $123.05万 | 0.10% | 16,511 | 3,072 | 22.9% | $22.89万 | 加仓 |
| COHR | COHERENT CORP | $122.56万 | 0.10% | 3,107 | 122 | 4.1% | $4.81万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $122.39万 | 0.10% | 3,409 | -759 | -18.2% | -$27.25万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $121.73万 | 0.10% | 97,227 | 27,005 | 38.5% | $33.81万 | 加仓 |
| ALAB | ASTERA LABS INC | $121.43万 | 0.10% | 2,514 | 81 | 3.3% | $3.91万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $118.15万 | 0.10% | 4,798 | 151 | 3.2% | $3.72万 | 加仓 |
| SHYG | ISHARES TR | $116.25万 | 0.10% | 27,411 | -7,493 | -21.5% | -$31.78万 | 减仓 |
| FSK | FS KKR CAP CORP | $115.19万 | 0.09% | 109,708 | 45,115 | 69.8% | $47.37万 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $114.41万 | 0.09% | 38,225 | 38,225 | — | $114.41万 | 新建仓 |
| VRRM | VERRA MOBILITY CORP | $114.18万 | 0.09% | 268,654 | 268,654 | — | $114.18万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $113.44万 | 0.09% | 21,744 | 21,744 | — | $113.44万 | 新建仓 |
| INTU | INTUIT | $112.79万 | 0.09% | 4,321 | 1,449 | 50.5% | $37.82万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $112.69万 | 0.09% | 17,920 | 370 | 2.1% | $2.33万 | 加仓 |
| CMI | CUMMINS INC | $112.59万 | 0.09% | 1,578 | 176 | 12.6% | $12.56万 | 加仓 |
| RLI | RLI CORP | $112.48万 | 0.09% | 19,043 | 19,043 | — | $112.48万 | 新建仓 |
| TMUS | T-MOBILE US INC | $112.16万 | 0.09% | 6,686 | 653 | 10.8% | $10.95万 | 加仓 |
| MPC | MARATHON PETE CORP | $110.92万 | 0.09% | 4,338 | 180 | 4.3% | $4.60万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $110.39万 | 0.09% | 4,929 | 427 | 9.5% | $9.56万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $110.38万 | 0.09% | 2,941 | -76 | -2.5% | -$2.85万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $109.87万 | 0.09% | 1,309 | -1,164 | -47.1% | -$97.70万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $109.74万 | 0.09% | 21,696 | -19 | -0.1% | -$961 | 减仓 |