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 |
|---|---|---|---|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | $109.06万 | 0.09% | 18,911 | 544 | 3.0% | $3.14万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $107.88万 | 0.09% | 20,981 | -484 | -2.3% | -$2.49万 | 减仓 |
| ABNB | AIRBNB INC | $107.51万 | 0.09% | 7,513 | -5,997 | -44.4% | -$85.82万 | 减仓 |
| TJX | TJX COS INC NEW | $107.33万 | 0.09% | 7,084 | 1,501 | 26.9% | $22.74万 | 加仓 |
| PSX | PHILLIPS 66 | $106.42万 | 0.09% | 6,295 | 444 | 7.6% | $7.51万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.10万 | 0.09% | 11,974 | -306 | -2.5% | -$2.69万 | 减仓 |
| CNC | CENTENE CORP DEL | $103.56万 | 0.08% | 16,133 | 1,835 | 12.8% | $11.78万 | 加仓 |
| SHEL | SHELL PLC | $103.32万 | 0.08% | 13,324 | -148 | -1.1% | -$1.15万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $102.60万 | 0.08% | 1,645 | 23 | 1.4% | $1.43万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $102.51万 | 0.08% | 8,780 | -140 | -1.6% | -$1.63万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $102.31万 | 0.08% | 32,001 | 2,128 | 7.1% | $6.80万 | 加仓 |
| KVUE | KENVUE INC | $101.60万 | 0.08% | 53,165 | 2,541 | 5.0% | $4.86万 | 加仓 |
| SDY | SPDR SERIES TRUST | $101.58万 | 0.08% | 6,675 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $100.97万 | 0.08% | 8,448 | -1,344 | -13.7% | -$16.06万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $99.96万 | 0.08% | 11,604 | -276 | -2.3% | -$2.38万 | 减仓 |
| CTAS | CINTAS CORP | $99.78万 | 0.08% | 5,867 | 1,038 | 21.5% | $17.65万 | 加仓 |
| MSCI | MSCI INC | $96.95万 | 0.08% | 1,730 | -2,488 | -59.0% | -$139.43万 | 减仓 |
| RBRK | RUBRIK INC. | $96.60万 | 0.08% | 12,033 | 4,812 | 66.6% | $38.63万 | 加仓 |
| PCG | PG&E CORP | $96.12万 | 0.08% | 57,149 | 4,430 | 8.4% | $7.45万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $95.98万 | 0.08% | 4,784 | -639 | -11.8% | -$12.82万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $95.94万 | 0.08% | 4,178 | 4,178 | — | $95.94万 | 新建仓 |
| ETN | EATON CORP PLC | $95.85万 | 0.08% | 2,249 | 320 | 16.6% | $13.64万 | 加仓 |
| SNA | SNAP ON INC | $95.68万 | 0.08% | 2,379 | 58 | 2.5% | $2.33万 | 加仓 |
| IVW | ISHARES TR | $95.59万 | 0.08% | 6,950 | -174 | -2.4% | -$2.39万 | 减仓 |
| CB | CHUBB LIMITED | $95.47万 | 0.08% | 2,802 | 505 | 22.0% | $17.21万 | 加仓 |
| FTNT | FORTINET INC | $95.34万 | 0.08% | 6,206 | 342 | 5.8% | $5.25万 | 加仓 |
| SUI | SUN CMNTYS INC | $95.29万 | 0.08% | 7,947 | 7,947 | — | $95.29万 | 新建仓 |
| CR | CRANE COMPANY | $95.24万 | 0.08% | 4,269 | 24 | 0.6% | $5,354 | 加仓 |
| PLD | PROLOGIS INC. | $94.98万 | 0.08% | 7,012 | 432 | 6.6% | $5.85万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $94.81万 | 0.08% | 2,384 | -3,098 | -56.5% | -$123.20万 | 减仓 |
| AME | AMETEK INC | $94.00万 | 0.08% | 3,885 | -837 | -17.7% | -$20.25万 | 减仓 |
| EFOR | EVERFORTH INC | $93.43万 | 0.08% | 52,284 | 52,284 | — | $93.43万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $92.06万 | 0.08% | 3,006 | -191 | -6.0% | -$5.85万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $91.83万 | 0.08% | 5,613 | -338 | -5.7% | -$5.53万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $90.18万 | 0.07% | 922 | -132 | -12.5% | -$12.91万 | 减仓 |
| GM | GENERAL MTRS CO | $89.62万 | 0.07% | 11,627 | 281 | 2.5% | $2.17万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $89.20万 | 0.07% | 42,538 | 42,538 | — | $89.20万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $88.65万 | 0.07% | 4,160 | -17 | -0.4% | -$3,623 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $88.57万 | 0.07% | 6,368 | -280 | -4.2% | -$3.89万 | 减仓 |
| BAX | BAXTER INTL INC | $87.48万 | 0.07% | 41,034 | 41,034 | — | $87.48万 | 新建仓 |
| MMM | 3M CO | $86.52万 | 0.07% | 5,343 | -215 | -3.9% | -$3.48万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $85.26万 | 0.07% | 3,262 | -403 | -11.0% | -$10.53万 | 减仓 |
| PULS | PGIM ETF TR | $85.08万 | 0.07% | 17,171 | -9,848 | -36.4% | -$48.80万 | 减仓 |
| TER | TERADYNE INC | $84.93万 | 0.07% | 1,755 | -201 | -10.3% | -$9.73万 | 减仓 |
| FLEX | FLEX LTD | $84.70万 | 0.07% | 5,226 | 5,226 | — | $84.70万 | 新建仓 |
| XEL | XCEL ENERGY INC | $84.40万 | 0.07% | 10,511 | -627 | -5.6% | -$5.03万 | 减仓 |
| SNPS | SYNOPSYS INC | $84.40万 | 0.07% | 1,892 | -2,741 | -59.2% | -$122.27万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $83.43万 | 0.07% | 16,930 | 375 | 2.3% | $1.85万 | 加仓 |
| WSO | WATSCO INC | $82.10万 | 0.07% | 1,971 | 234 | 13.5% | $9.75万 | 加仓 |
| BMI | BADGER METER INC | $82.07万 | 0.07% | 5,531 | 4,034 | 269.5% | $59.86万 | 重新持有 |
| BLK | BLACKROCK INC | $81.13万 | 0.07% | 844 | -11 | -1.3% | -$1.06万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $79.70万 | 0.07% | 7,011 | 414 | 6.3% | $4.71万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $79.43万 | 0.07% | 2,372 | 67 | 2.9% | $2.24万 | 加仓 |
| HON | HONEYWELL INTL INC | $78.94万 | 0.06% | 3,531 | -1,709 | -32.6% | -$38.21万 | 减仓 |
| IWB | ISHARES TR | $78.66万 | 0.06% | 1,921 | -52 | -2.6% | -$2.13万 | 减仓 |
| IVE | ISHARES TR | $78.00万 | 0.06% | 3,435 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $77.56万 | 0.06% | 8,103 | -20 | -0.2% | -$1,914 | 减仓 |
| FDS | FACTSET RESH SYS INC | $76.85万 | 0.06% | 3,340 | 1,992 | 147.8% | $45.83万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $76.59万 | 0.06% | 1,115 | -81 | -6.8% | -$5.56万 | 减仓 |
| ALL | ALLSTATE CORP | $76.51万 | 0.06% | 3,215 | 1,461 | 83.3% | $34.77万 | 加仓 |
| MXL | MAXLINEAR INC | $76.13万 | 0.06% | 5,946 | 5,946 | — | $76.13万 | 新建仓 |
| SSO | PROSHARES TR | $75.99万 | 0.06% | 11,278 | 136 | 1.2% | $9,164 | 加仓 |
| SPMB | SPDR SERIES TRUST | $75.52万 | 0.06% | 33,849 | 1,747 | 5.4% | $3.90万 | 加仓 |
| CIEN | CIENA CORP | $75.45万 | 0.06% | 1,538 | -43 | -2.7% | -$2.11万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $75.22万 | 0.06% | 8,168 | -226 | -2.7% | -$2.08万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $75.15万 | 0.06% | 2,276 | 1,513 | 198.3% | $49.96万 | 加仓 |
| VV | VANGUARD INDEX FDS | $75.08万 | 0.06% | 2,183 | -117 | -5.1% | -$4.02万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $75.07万 | 0.06% | 3,396 | 3,396 | — | $75.07万 | 新建仓 |
| EXC | EXELON CORP | $75.00万 | 0.06% | 16,088 | 3,577 | 28.6% | $16.68万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $74.17万 | 0.06% | 1,616 | -223 | -12.1% | -$10.23万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $73.16万 | 0.06% | 1,489 | 149 | 11.1% | $7.32万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $72.48万 | 0.06% | 9,260 | -368 | -3.8% | -$2.88万 | 减仓 |
| EMR | EMERSON ELEC CO | $72.45万 | 0.06% | 5,060 | 209 | 4.3% | $2.99万 | 加仓 |
| B | BARRICK MNG CORP | $71.80万 | 0.06% | 19,549 | 4,166 | 27.1% | $15.30万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $71.75万 | 0.06% | 6,855 | 18 | 0.3% | $1,884 | 加仓 |
| MDYG | SPDR SERIES TRUST | $71.35万 | 0.06% | 6,365 | 881 | 16.1% | $9.88万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $71.22万 | 0.06% | 3,807 | 29 | 0.8% | $5,425 | 加仓 |
| APG | API GROUP CORP | $71.20万 | 0.06% | 16,813 | 336 | 2.0% | $1.42万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $70.75万 | 0.06% | 1,262 | 592 | 88.4% | $33.19万 | 加仓 |
| ADSK | AUTODESK INC | $70.54万 | 0.06% | 3,628 | -1,195 | -24.8% | -$23.23万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $70.30万 | 0.06% | 3,017 | 141 | 4.9% | $3.29万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $70.05万 | 0.06% | 12,619 | 830 | 7.0% | $4.61万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $69.89万 | 0.06% | 1,620 | 164 | 11.3% | $7.08万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $69.25万 | 0.06% | 807 | -96 | -10.6% | -$8.24万 | 减仓 |
| INTA | INTAPP INC | $68.84万 | 0.06% | 27,307 | 27,307 | — | $68.84万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $68.75万 | 0.06% | 6,214 | 239 | 4.0% | $2.64万 | 加仓 |
| GOVT | ISHARES TR | $67.86万 | 0.06% | 29,791 | 1,246 | 4.4% | $2.84万 | 加仓 |
| PHM | PULTE GROUP INC | $67.36万 | 0.06% | 4,909 | -1,112 | -18.5% | -$15.26万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $66.91万 | 0.05% | 693 | 114 | 19.7% | $11.01万 | 加仓 |
| IEF | ISHARES TR | $66.81万 | 0.05% | 7,064 | -444 | -5.9% | -$4.20万 | 减仓 |
| KEY | KEYCORP | $66.70万 | 0.05% | 28,939 | 2,327 | 8.7% | $5.36万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $66.65万 | 0.05% | 2,683 | -785 | -22.6% | -$19.50万 | 减仓 |
| OKE | ONEOK INC NEW | $66.52万 | 0.05% | 7,651 | 192 | 2.6% | $1.67万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $66.08万 | 0.05% | 3,207 | 1,194 | 59.3% | $24.60万 | 加仓 |
| AZN | ASTRAZENECA PLC | $65.90万 | 0.05% | 3,475 | -216 | -5.9% | -$4.10万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $65.82万 | 0.05% | 19,450 | -662 | -3.3% | -$2.24万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $65.54万 | 0.05% | 12,340 | -661 | -5.1% | -$3.51万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $65.40万 | 0.05% | 3,019 | 601 | 24.9% | $13.02万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $65.15万 | 0.05% | 1,419 | -320 | -18.4% | -$14.69万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $64.73万 | 0.05% | 2,344 | 82 | 3.6% | $2.26万 | 加仓 |