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 |
|---|---|---|---|---|---|---|---|---|
| WMS | ADVANCED DRAIN SYS INC DEL | $37.45万 | 0.04% | 2,731 | -255 | -8.5% | -$3.50万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $37.44万 | 0.04% | 1,686 | 80 | 5.0% | $1.78万 | 加仓 |
| YUM | YUM BRANDS INC | $37.43万 | 0.04% | 2,407 | 212 | 9.7% | $3.30万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $37.41万 | 0.04% | 5,790 | 1,217 | 26.6% | $7.86万 | 加仓 |
| DHI | D R HORTON INC | $36.93万 | 0.04% | 2,691 | 471 | 21.2% | $6.46万 | 加仓 |
| TGT | TARGET CORP | $36.88万 | 0.04% | 3,043 | 3,043 | — | $36.88万 | 新建仓 |
| — | THOMSON REUTERS CORP | $36.80万 | 0.04% | 4,090 | 2,170 | 113.0% | $19.52万 | 加仓 |
| RGLD | ROYAL GOLD INC | $36.78万 | 0.04% | 1,445 | 71 | 5.2% | $1.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $36.75万 | 0.04% | 2,657 | -251 | -8.6% | -$3.47万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $36.69万 | 0.04% | 8,688 | -96 | -1.1% | -$4,054 | 减仓 |
| ALL | ALLSTATE CORP | $36.37万 | 0.03% | 1,754 | -275 | -13.6% | -$5.70万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $36.17万 | 0.03% | 610 | 44 | 7.8% | $2.61万 | 加仓 |
| USHY | ISHARES TR | $36.13万 | 0.03% | 9,806 | 126 | 1.3% | $4,642 | 加仓 |
| MOD | MODINE MFG CO | $36.10万 | 0.03% | 1,666 | 16 | 1.0% | $3,467 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $36.06万 | 0.03% | 1,277 | 41 | 3.3% | $1.16万 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.04万 | 0.03% | 1,255 | 1,255 | — | $36.04万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $36.03万 | 0.03% | 612 | -18 | -2.9% | -$1.06万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $35.92万 | 0.03% | 3,114 | 3,114 | — | $35.92万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $35.82万 | 0.03% | 1,186 | 27 | 2.3% | $8,154 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $35.81万 | 0.03% | 2,447 | -479 | -16.4% | -$7.01万 | 减仓 |
| NOVT | NOVANTA INC | $35.76万 | 0.03% | 3,028 | 118 | 4.1% | $1.39万 | 重新持有 |
| ENTG | ENTEGRIS INC | $35.74万 | 0.03% | 3,049 | -479 | -13.6% | -$5.62万 | 减仓 |
| HEI/A | HEICO CORP NEW | $35.67万 | 0.03% | 1,690 | -95 | -5.3% | -$2.01万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.53万 | 0.03% | 576 | -2 | -0.3% | -$1,234 | 减仓 |
| AAON | AAON INC | $35.49万 | 0.03% | 4,288 | 270 | 6.7% | $2.23万 | 加仓 |
| RBRK | RUBRIK INC. | $35.36万 | 0.03% | 7,221 | 7,221 | — | $35.36万 | 新建仓 |
| SLB | SLB LIMITED | $35.29万 | 0.03% | 6,867 | -57 | -0.8% | -$2,929 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.95万 | 0.03% | 1,271 | 153 | 13.7% | $4.21万 | 加仓 |
| COR | CENCORA INC | $34.87万 | 0.03% | 1,110 | 118 | 11.9% | $3.71万 | 加仓 |
| COKE | COCA COLA CONS INC | $34.81万 | 0.03% | 1,816 | 69 | 3.9% | $1.32万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $34.75万 | 0.03% | 4,505 | 864 | 23.7% | $6.66万 | 加仓 |
| MSTR | STRATEGY INC | $34.73万 | 0.03% | 2,783 | 1,200 | 75.8% | $14.98万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $34.72万 | 0.03% | 800 | 270 | 50.9% | $11.72万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $34.68万 | 0.03% | 5,783 | 230 | 4.1% | $1.38万 | 加仓 |
| PPL | PPL CORP | $34.57万 | 0.03% | 9,050 | -181 | -2.0% | -$6,914 | 减仓 |
| PTC | PTC INC | $34.45万 | 0.03% | 2,418 | -448 | -15.6% | -$6.38万 | 减仓 |
| RRC | RANGE RES CORP | $34.43万 | 0.03% | 7,620 | -3,397 | -30.8% | -$15.35万 | 减仓 |
| NTAP | NETAPP INC | $33.88万 | 0.03% | 3,308 | 1,588 | 92.3% | $16.26万 | 重新持有 |
| MOG/A | MOOG INC | $33.74万 | 0.03% | 1,153 | -15 | -1.3% | -$4,390 | 减仓 |
| LEN | LENNAR CORP | $33.48万 | 0.03% | 3,855 | -190 | -4.7% | -$1.65万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $33.46万 | 0.03% | 9,279 | 570 | 6.5% | $2.06万 | 加仓 |
| MKSI | MKS INC. | $33.39万 | 0.03% | 1,453 | 92 | 6.8% | $2.11万 | 加仓 |
| DHR | DANAHER CORP DEL | $33.39万 | 0.03% | 1,761 | 75 | 4.4% | $1.42万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $33.36万 | 0.03% | 3,449 | -1,288 | -27.2% | -$12.46万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $33.28万 | 0.03% | 5,380 | 5,380 | — | $33.28万 | 新建仓 |
| P | EVERPURE INC | $33.14万 | 0.03% | 5,614 | -4,982 | -47.0% | -$29.41万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $32.96万 | 0.03% | 2,480 | 58 | 2.4% | $7,708 | 加仓 |
| DOW | DOW HLDGS INC | $32.86万 | 0.03% | 7,890 | 7,890 | — | $32.86万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $32.62万 | 0.03% | 1,415 | 259 | 22.4% | $5.97万 | 加仓 |
| NPO | ENPRO INC | $32.53万 | 0.03% | 1,298 | -44 | -3.3% | -$1.10万 | 减仓 |
| VST | VISTRA CORP | $32.53万 | 0.03% | 2,163 | 525 | 32.1% | $7.90万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.41万 | 0.03% | 1,245 | 59 | 5.0% | $1.54万 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $32.24万 | 0.03% | 9,555 | -3,372 | -26.1% | -$11.38万 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $32.23万 | 0.03% | 2,253 | -271 | -10.7% | -$3.88万 | 减仓 |
| IWP | ISHARES TR | $32.06万 | 0.03% | 2,502 | 38 | 1.5% | $4,869 | 加仓 |
| EOG | EOG RES INC | $32.06万 | 0.03% | 2,217 | -117 | -5.0% | -$1.69万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $31.77万 | 0.03% | 806 | 806 | — | $31.77万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $31.47万 | 0.03% | 4,425 | 6 | 0.1% | $427 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $31.19万 | 0.03% | 1,579 | -242 | -13.3% | -$4.78万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $30.99万 | 0.03% | 1,907 | -282 | -12.9% | -$4.58万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $30.95万 | 0.03% | 1,066 | 46 | 4.5% | $1.34万 | 加仓 |
| RGEN | REPLIGEN CORP | $30.86万 | 0.03% | 2,619 | -1,493 | -36.3% | -$17.59万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $30.85万 | 0.03% | 2,527 | -594 | -19.0% | -$7.25万 | 减仓 |
| NDSN | NORDSON CORP | $30.39万 | 0.03% | 1,142 | -57 | -4.8% | -$1.52万 | 减仓 |
| CMS | CMS ENERGY CORP | $30.27万 | 0.03% | 3,902 | -1,278 | -24.7% | -$9.91万 | 减仓 |
| AVY | AVERY DENNISON CORP | $30.06万 | 0.03% | 1,741 | -418 | -19.4% | -$7.22万 | 减仓 |
| POOL | POOL CORP | $30.00万 | 0.03% | 1,483 | -352 | -19.2% | -$7.12万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $29.97万 | 0.03% | 1,203 | -256 | -17.5% | -$6.38万 | 减仓 |
| NKE | NIKE INC | $29.82万 | 0.03% | 5,647 | 1,410 | 33.3% | $7.45万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $29.62万 | 0.03% | 2,810 | 2,810 | — | $29.62万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $29.39万 | 0.03% | 170 | -35 | -17.1% | -$6.05万 | 减仓 |
| EQT | EQT CORP | $29.32万 | 0.03% | 4,608 | 109 | 2.4% | $6,936 | 加仓 |
| FDS | FACTSET RESH SYS INC | $29.25万 | 0.03% | 1,348 | 118 | 9.6% | $2.56万 | 重新持有 |
| GLD | SPDR GOLD TR | $29.17万 | 0.03% | 678 | 11 | 1.6% | $4,733 | 加仓 |
| RIO | RIO TINTO PLC | $29.03万 | 0.03% | 3,112 | 3,112 | — | $29.03万 | 新建仓 |
| ALC | ALCON AG | $28.94万 | 0.03% | 3,841 | 768 | 25.0% | $5.79万 | 加仓 |
| XYZ | BLOCK INC | $28.62万 | 0.03% | 4,756 | 1,349 | 39.6% | $8.12万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $28.57万 | 0.03% | 1,180 | 11 | 0.9% | $2,663 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $28.49万 | 0.03% | 5,661 | -286 | -4.8% | -$1.44万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $28.45万 | 0.03% | 670 | 63 | 10.4% | $2.68万 | 加仓 |
| AA | ALCOA CORP | $28.18万 | 0.03% | 4,249 | 273 | 6.9% | $1.81万 | 加仓 |
| MCK | MCKESSON CORP | $28.13万 | 0.03% | 325 | 8 | 2.5% | $6,923 | 加仓 |
| DG | DOLLAR GEN CORP | $28.07万 | 0.03% | 2,364 | 117 | 5.2% | $1.39万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $28.03万 | 0.03% | 1,697 | 257 | 17.8% | $4.25万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $27.68万 | 0.03% | 9,206 | 217 | 2.4% | $6,525 | 加仓 |
| LII | LENNOX INTL INC | $27.67万 | 0.03% | 596 | -46 | -7.2% | -$2.14万 | 减仓 |
| HEI | HEICO CORP NEW | $27.53万 | 0.03% | 1,004 | -268 | -21.1% | -$7.35万 | 减仓 |
| DINO | HF SINCLAIR CORP | $27.44万 | 0.03% | 4,399 | -472 | -9.7% | -$2.94万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $27.34万 | 0.03% | 5,323 | 5,323 | — | $27.34万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $27.16万 | 0.03% | 24,076 | -3,910 | -14.0% | -$4.41万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.08万 | 0.03% | 570 | 570 | — | $27.08万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $26.99万 | 0.03% | 887 | -18 | -2.0% | -$5,478 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $26.99万 | 0.03% | 897 | -62 | -6.5% | -$1.87万 | 减仓 |
| DVY | ISHARES TR | $26.84万 | 0.03% | 1,773 | 0 | 0.0% | — | 不变 |
| — | FINWISE BANCORP | $26.84万 | 0.03% | 16,921 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $26.67万 | 0.03% | 2,433 | 1,134 | 87.3% | $12.43万 | 加仓 |
| EVR | EVERCORE INC | $26.61万 | 0.03% | 891 | -80 | -8.2% | -$2.39万 | 减仓 |
| TTE | TOTALENERGIES SE | $26.49万 | 0.03% | 2,912 | 2,912 | — | $26.49万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $26.38万 | 0.03% | 1,464 | 1,464 | — | $26.38万 | 新建仓 |
| ABCB | AMERIS BANCORP | $26.28万 | 0.03% | 3,369 | 125 | 3.9% | $9,750 | 加仓 |