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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $64.28万 | 0.05% | 1,662 | 857 | 106.5% | $33.14万 | 重新持有 |
| — | WARNER BROS DISCOVERY INC | $63.98万 | 0.05% | 23,997 | 441 | 1.9% | $1.18万 | 加仓 |
| WELL | WELLTOWER INC | $63.95万 | 0.05% | 2,817 | 503 | 21.7% | $11.42万 | 加仓 |
| BX | BLACKSTONE INC | $63.58万 | 0.05% | 5,403 | -617 | -10.2% | -$7.26万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $63.53万 | 0.05% | 24,222 | 1,827 | 8.2% | $4.79万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $63.39万 | 0.05% | 8,770 | 390 | 4.7% | $2.82万 | 加仓 |
| VMI | VALMONT INDS INC | $63.38万 | 0.05% | 1,097 | -73 | -6.2% | -$4.22万 | 减仓 |
| IUSG | ISHARES TR | $63.20万 | 0.05% | 3,360 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $63.19万 | 0.05% | 7,964 | 1,656 | 26.3% | $13.14万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $63.02万 | 0.05% | 1,257 | -314 | -20.0% | -$15.74万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $62.92万 | 0.05% | 6,634 | 979 | 17.3% | $9.29万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $62.57万 | 0.05% | 1,645 | -41 | -2.4% | -$1.56万 | 减仓 |
| ECL | ECOLAB INC | $62.51万 | 0.05% | 2,243 | -652 | -22.5% | -$18.17万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $62.08万 | 0.05% | 1,973 | 26 | 1.3% | $8,181 | 加仓 |
| BRO | BROWN & BROWN INC | $62.04万 | 0.05% | 9,670 | 6,288 | 185.9% | $40.34万 | 加仓 |
| EEM | ISHARES TR | $61.92万 | 0.05% | 9,051 | 429 | 5.0% | $2.94万 | 加仓 |
| RMBS | RAMBUS INC DEL | $61.78万 | 0.05% | 4,654 | -1,947 | -29.5% | -$25.84万 | 减仓 |
| MKSI | MKS INC. | $61.70万 | 0.05% | 1,387 | -66 | -4.5% | -$2.94万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $61.67万 | 0.05% | 6,150 | 416 | 7.3% | $4.17万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $61.49万 | 0.05% | 5,162 | 425 | 9.0% | $5.06万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $61.44万 | 0.05% | 29,092 | 29,092 | — | $61.44万 | 新建仓 |
| MET | METLIFE INC | $61.36万 | 0.05% | 7,253 | -4,932 | -40.5% | -$41.72万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $61.30万 | 0.05% | 1,644 | -394 | -19.3% | -$14.69万 | 减仓 |
| GRMN | GARMIN LTD | $61.11万 | 0.05% | 2,572 | -298 | -10.4% | -$7.08万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $60.48万 | 0.05% | 4,183 | 385 | 10.1% | $5.57万 | 加仓 |
| MAGS | LISTED FDS TR | $60.14万 | 0.05% | 9,353 | 201 | 2.2% | $1.29万 | 加仓 |
| SMPL | SIMPLY GOOD FOODS CO | $60.07万 | 0.05% | 45,231 | 45,231 | — | $60.07万 | 新建仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $59.25万 | 0.05% | 16,238 | 55 | 0.3% | $2,007 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $59.15万 | 0.05% | 3,890 | 17 | 0.4% | $2,585 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $59.07万 | 0.05% | 2,363 | 784 | 49.7% | $19.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.93万 | 0.05% | 3,729 | 162 | 4.5% | $2.56万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $58.86万 | 0.05% | 2,595 | 2,595 | — | $58.86万 | 新建仓 |
| DASH | DOORDASH INC | $58.68万 | 0.05% | 3,180 | -826 | -20.6% | -$15.24万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $58.25万 | 0.05% | 6,013 | -641 | -9.6% | -$6.21万 | 减仓 |
| ETR | ENTERGY CORP NEW | $58.24万 | 0.05% | 5,069 | 91 | 1.8% | $1.05万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $58.22万 | 0.05% | 2,079 | -417 | -16.7% | -$11.68万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $57.48万 | 0.05% | 6,955 | 256 | 3.8% | $2.12万 | 加仓 |
| DTD | WISDOMTREE TR | $57.03万 | 0.05% | 6,116 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $56.95万 | 0.05% | 1,398 | 156 | 12.6% | $6.36万 | 加仓 |
| ITOT | ISHARES TR | $56.69万 | 0.05% | 3,451 | -389 | -10.1% | -$6.39万 | 减仓 |
| PCAR | PACCAR INC | $56.67万 | 0.05% | 4,718 | 645 | 15.8% | $7.75万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $56.53万 | 0.05% | 3,869 | 101 | 2.7% | $1.48万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $56.40万 | 0.05% | 6,972 | 6,972 | — | $56.40万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $56.36万 | 0.05% | 1,783 | 524 | 41.6% | $16.56万 | 加仓 |
| PSA | PUBLIC STORAGE | $56.11万 | 0.05% | 1,762 | 54 | 3.2% | $1.72万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $56.07万 | 0.05% | 28,189 | -10,047 | -26.3% | -$19.98万 | 减仓 |
| HGER | HARBOR ETF TRUST | $55.82万 | 0.05% | 19,026 | 3,885 | 25.7% | $11.40万 | 加仓 |
| IJH | ISHARES TR | $55.74万 | 0.05% | 7,229 | -1,802 | -20.0% | -$13.90万 | 减仓 |
| EOG | EOG RES INC | $55.61万 | 0.05% | 4,286 | 2,069 | 93.3% | $26.84万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $55.37万 | 0.05% | 6,547 | 2,042 | 45.3% | $17.27万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $54.78万 | 0.04% | 3,181 | 940 | 41.9% | $16.19万 | 加仓 |
| PJT | PJT PARTNERS INC | $54.45万 | 0.04% | 3,607 | 57 | 1.6% | $8,604 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $53.94万 | 0.04% | 1,792 | 239 | 15.4% | $7.19万 | 加仓 |
| RBC | RBC BEARINGS INC | $53.84万 | 0.04% | 836 | -55 | -6.2% | -$3.54万 | 减仓 |
| WAB | WABTEC | $53.71万 | 0.04% | 1,992 | -343 | -14.7% | -$9.25万 | 减仓 |
| DUOL | DUOLINGO INC | $53.42万 | 0.04% | 4,644 | 4,644 | — | $53.42万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $53.29万 | 0.04% | 1,440 | -29 | -2.0% | -$1.07万 | 减仓 |
| IXN | ISHARES TR | $53.27万 | 0.04% | 3,687 | -193 | -5.0% | -$2.79万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $53.26万 | 0.04% | 13,399 | 13,399 | — | $53.26万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $52.66万 | 0.04% | 7,297 | -8,584 | -54.1% | -$61.94万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $51.81万 | 0.04% | 8,094 | -920 | -10.2% | -$5.89万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $51.78万 | 0.04% | 6,057 | -2,180 | -26.5% | -$18.64万 | 减仓 |
| CAVA | CAVA GROUP INC | $51.69万 | 0.04% | 6,586 | -286 | -4.2% | -$2.24万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $51.41万 | 0.04% | 7,253 | 7,253 | — | $51.41万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $51.08万 | 0.04% | 828 | 22 | 2.7% | $1.36万 | 加仓 |
| NTAP | NETAPP INC | $50.94万 | 0.04% | 3,292 | -16 | -0.5% | -$2,476 | 减仓 |
| ENTG | ENTEGRIS INC | $50.92万 | 0.04% | 2,831 | -218 | -7.1% | -$3.92万 | 减仓 |
| BE | BLOOM ENERGY CORP | $50.91万 | 0.04% | 1,682 | -59 | -3.4% | -$1.79万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $50.78万 | 0.04% | 1,126 | -141 | -11.1% | -$6.36万 | 减仓 |
| KKR | KKR & CO INC | $50.62万 | 0.04% | 5,515 | 246 | 4.7% | $2.26万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $50.46万 | 0.04% | 6,563 | -1,501 | -18.6% | -$11.54万 | 减仓 |
| AAON | AAON INC | $50.35万 | 0.04% | 3,968 | -320 | -7.5% | -$4.06万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $50.34万 | 0.04% | 23,846 | 23,846 | — | $50.34万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $50.19万 | 0.04% | 6,126 | 15 | 0.2% | $1,229 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $50.09万 | 0.04% | 5,161 | 2,529 | 96.1% | $24.55万 | 加仓 |
| CART | MAPLEBEAR INC | $50.08万 | 0.04% | 10,576 | 4,375 | 70.6% | $20.72万 | 加仓 |
| NPO | ENPRO INC | $49.75万 | 0.04% | 1,320 | 22 | 1.7% | $8,292 | 加仓 |
| BBY | BEST BUY INC | $49.60万 | 0.04% | 6,536 | 6,536 | — | $49.60万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $49.58万 | 0.04% | 3,037 | -77 | -2.5% | -$1.26万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $49.13万 | 0.04% | 3,455 | 3,455 | — | $49.13万 | 新建仓 |
| O | REALTY INCOME CORP | $49.05万 | 0.04% | 7,918 | 744 | 10.4% | $4.61万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $49.04万 | 0.04% | 14,730 | -1,498 | -9.2% | -$4.99万 | 减仓 |
| IJR | ISHARES TR | $48.74万 | 0.04% | 3,287 | 140 | 4.4% | $2.08万 | 加仓 |
| IUSV | ISHARES TR | $48.71万 | 0.04% | 4,422 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $48.67万 | 0.04% | 8,764 | 2,958 | 50.9% | $16.43万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $48.46万 | 0.04% | 1,408 | 13 | 0.9% | $4,474 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $48.25万 | 0.04% | 1,820 | -118 | -6.1% | -$3.13万 | 减仓 |
| TWLO | TWILIO INC | $48.20万 | 0.04% | 2,336 | 2,336 | — | $48.20万 | 新建仓 |
| TFC | TRUIST FINL CORP | $48.08万 | 0.04% | 9,651 | 705 | 7.9% | $3.51万 | 加仓 |
| VFC | V F CORP | $48.00万 | 0.04% | 28,777 | -592 | -2.0% | -$9,875 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $47.88万 | 0.04% | 2,723 | 436 | 19.1% | $7.67万 | 加仓 |
| GLDM | WORLD GOLD TR | $47.81万 | 0.04% | 6,020 | -154 | -2.5% | -$1.22万 | 减仓 |
| MOG/A | MOOG INC | $47.64万 | 0.04% | 1,124 | -29 | -2.5% | -$1.23万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $47.60万 | 0.04% | 1,770 | 355 | 25.1% | $9.55万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $47.47万 | 0.04% | 932 | -144 | -13.4% | -$7.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $47.27万 | 0.04% | 2,481 | 1 | 0.0% | $191 | 加仓 |
| MKC | MCCORMICK & CO INC | $47.20万 | 0.04% | 9,361 | -427 | -4.4% | -$2.15万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $46.95万 | 0.04% | 5,445 | 184 | 3.5% | $1.59万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $46.70万 | 0.04% | 13,956 | 1,522 | 12.2% | $5.09万 | 加仓 |
| DTM | DT MIDSTREAM INC | $46.60万 | 0.04% | 3,176 | 359 | 12.7% | $5.27万 | 加仓 |