13F 机构持仓

NORDEN GROUP LLC

PROVO UT · SEC CIK 0001990699

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.20亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.9%
NVDA 4.7%
PAAA 4.6%
MSFT 2.2%
GOOGL 2.0%
AMZN 1.9%
IVV 1.8%
AVGO 1.6%
BIL 1.3%
MU 1.3%

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 5443.0% $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 1,50126.9% $22.74万 加仓
PSX PHILLIPS 66 $106.42万0.09%6,295 4447.6% $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 1,83512.8% $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%1,645 231.4% $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 2,1287.1% $6.80万 加仓
KVUE KENVUE INC $101.60万0.08%53,165 2,5415.0% $4.86万 加仓
SDY SPDR SERIES TRUST $101.58万0.08%6,675 00.0% — 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 1,03821.5% $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 4,81266.6% $38.63万 加仓
PCG PG&E CORP $96.12万0.08%57,149 4,4308.4% $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 32016.6% $13.64万 加仓
SNA SNAP ON INC $95.68万0.08%2,379 582.5% $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 50522.0% $17.21万 加仓
FTNT FORTINET INC $95.34万0.08%6,206 3425.8% $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%4,269 240.6% $5,354 加仓
PLD PROLOGIS INC. $94.98万0.08%7,012 4326.6% $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 2812.5% $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 3752.3% $1.85万 加仓
WSO WATSCO INC $82.10万0.07%1,971 23413.5% $9.75万 加仓
BMI BADGER METER INC $82.07万0.07%5,531 4,034269.5% $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 4146.3% $4.71万 加仓
VRT VERTIV HOLDINGS CO $79.43万0.07%2,372 672.9% $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 00.0% — 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 1,992147.8% $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 1,46183.3% $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 1361.2% $9,164 加仓
SPMB SPDR SERIES TRUST $75.52万0.06%33,849 1,7475.4% $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 1,513198.3% $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 3,57728.6% $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 14911.1% $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 2094.3% $2.99万 加仓
B BARRICK MNG CORP $71.80万0.06%19,549 4,16627.1% $15.30万 加仓
VIK VIKING HOLDINGS LTD $71.75万0.06%6,855 180.3% $1,884 加仓
MDYG SPDR SERIES TRUST $71.35万0.06%6,365 88116.1% $9.88万 加仓
THC TENET HEALTHCARE CORP $71.22万0.06%3,807 290.8% $5,425 加仓
APG API GROUP CORP $71.20万0.06%16,813 3362.0% $1.42万 加仓
AXON AXON ENTERPRISE INC $70.75万0.06%1,262 59288.4% $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 1414.9% $3.29万 加仓
BKR BAKER HUGHES COMPANY $70.05万0.06%12,619 8307.0% $4.61万 加仓
DELL DELL TECHNOLOGIES INC $69.89万0.06%1,620 16411.3% $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 2394.0% $2.64万 加仓
GOVT ISHARES TR $67.86万0.06%29,791 1,2464.4% $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 11419.7% $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 2,3278.7% $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 1922.6% $1.67万 加仓
DRI DARDEN RESTAURANTS INC $66.08万0.05%3,207 1,19459.3% $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 60124.9% $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%2,344 823.6% $2.26万 加仓