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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $26.23万 | 0.03% | 5,413 | 20 | 0.4% | $969 | 加仓 |
| PFF | ISHARES TR | $26.23万 | 0.03% | 8,650 | -189 | -2.1% | -$5,730 | 减仓 |
| INSM | INSMED INC | $26.07万 | 0.03% | 1,594 | 1,594 | — | $26.07万 | 新建仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $25.82万 | 0.02% | 7,153 | 865 | 13.8% | $3.12万 | 重新持有 |
| DEO | DIAGEO PLC | $25.79万 | 0.02% | 3,464 | 1,043 | 43.1% | $7.77万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $25.67万 | 0.02% | 1,624 | 38 | 2.4% | $6,006 | 加仓 |
| VBK | VANGUARD INDEX FDS | $25.63万 | 0.02% | 848 | -1,741 | -67.2% | -$52.62万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $25.51万 | 0.02% | 1,781 | 231 | 14.9% | $3.31万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $25.47万 | 0.02% | 2,337 | -56,130 | -96.0% | -$611.70万 | 减仓 |
| EAT | BRINKER INTL INC | $25.37万 | 0.02% | 1,777 | -8 | -0.4% | -$1,142 | 减仓 |
| TDC | TERADATA CORP DEL | $25.32万 | 0.02% | 9,878 | 1,669 | 20.3% | $4.28万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $25.29万 | 0.02% | 2,317 | 2,317 | — | $25.29万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $25.26万 | 0.02% | 2,632 | 170 | 6.9% | $1.63万 | 加仓 |
| HAL | HALLIBURTON CO | $25.18万 | 0.02% | 6,457 | 6,457 | — | $25.18万 | 新建仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $25.14万 | 0.02% | 1,259 | -62 | -4.7% | -$1.24万 | 减仓 |
| CHWY | CHEWY INC | $25.05万 | 0.02% | 9,277 | 209 | 2.3% | $5,643 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.89万 | 0.02% | 5,277 | 122 | 2.4% | $5,754 | 加仓 |
| NVMI | NOVA LTD | $24.84万 | 0.02% | 572 | -327 | -36.4% | -$14.20万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $24.84万 | 0.02% | 1,449 | -50 | -3.3% | -$8,571 | 减仓 |
| NWG | NATWEST GROUP PLC | $24.80万 | 0.02% | 16,644 | -4,774 | -22.3% | -$7.11万 | 减仓 |
| MTZ | MASTEC INC | $24.74万 | 0.02% | 769 | 769 | — | $24.74万 | 新建仓 |
| IVZ | INVESCO LTD | $24.72万 | 0.02% | 10,176 | 967 | 10.5% | $2.35万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $24.71万 | 0.02% | 1,236 | 16 | 1.3% | $3,199 | 加仓 |
| CVNA | CARVANA CO | $24.65万 | 0.02% | 784 | 123 | 18.6% | $3.87万 | 加仓 |
| OKTA | OKTA INC | $24.53万 | 0.02% | 3,117 | 23 | 0.7% | $1,810 | 加仓 |
| SKY | CHAMPION HOMES INC | $24.33万 | 0.02% | 3,271 | 269 | 9.0% | $2.00万 | 加仓 |
| HLNE | HAMILTON LANE INC | $24.28万 | 0.02% | 2,443 | -77 | -3.1% | -$7,654 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $23.90万 | 0.02% | 1,456 | 1,456 | — | $23.90万 | 新建仓 |
| MDB | MONGODB INC | $23.82万 | 0.02% | 973 | -66 | -6.4% | -$1.62万 | 减仓 |
| ICSH | ISHARES TR | $23.74万 | 0.02% | 4,690 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $23.69万 | 0.02% | 5,261 | -128 | -2.4% | -$5,765 | 减仓 |
| BE | BLOOM ENERGY CORP | $23.59万 | 0.02% | 1,741 | 1,741 | — | $23.59万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $23.50万 | 0.02% | 4,497 | 621 | 16.0% | $3.25万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.50万 | 0.02% | 3,745 | -9,474 | -71.7% | -$59.45万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $23.47万 | 0.02% | 2,262 | 2,262 | — | $23.47万 | 新建仓 |
| ELF | E L F BEAUTY INC | $23.43万 | 0.02% | 3,866 | -902 | -18.9% | -$5.47万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $23.31万 | 0.02% | 3,475 | 115 | 3.4% | $7,713 | 加仓 |
| GH | GUARDANT HEALTH INC | $23.27万 | 0.02% | 2,519 | 447 | 21.6% | $4.13万 | 加仓 |
| CART | MAPLEBEAR INC | $23.23万 | 0.02% | 6,201 | 36 | 0.6% | $1,349 | 重新持有 |
| TOST | TOAST INC | $23.23万 | 0.02% | 8,761 | -216 | -2.4% | -$5,726 | 减仓 |
| — | TWO RDS SHARED TR | $23.17万 | 0.02% | 6,230 | 0 | 0.0% | — | 不变 |
| IBTA | IBOTTA INC | $23.17万 | 0.02% | 7,730 | 7,730 | — | $23.17万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $23.14万 | 0.02% | 10,056 | 10,056 | — | $23.14万 | 新建仓 |
| STIP | ISHARES TR | $23.10万 | 0.02% | 2,233 | -4,353 | -66.1% | -$45.03万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $22.88万 | 0.02% | 7,459 | 25 | 0.3% | $767 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $22.87万 | 0.02% | 2,856 | 2,856 | — | $22.87万 | 新建仓 |
| CRH | CRH PLC | $22.84万 | 0.02% | 2,173 | 106 | 5.1% | $1.11万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.70万 | 0.02% | 579 | 579 | — | $22.70万 | 新建仓 |
| — | PROSHARES TR | $22.66万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $22.63万 | 0.02% | 1,088 | -15 | -1.4% | -$3,120 | 重新持有 |
| TGTX | TG THERAPEUTICS INC | $22.62万 | 0.02% | 6,810 | 6,810 | — | $22.62万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $22.55万 | 0.02% | 2,238 | -188 | -7.7% | -$1.89万 | 减仓 |
| KEX | KIRBY CORP | $22.54万 | 0.02% | 1,696 | 1,696 | — | $22.54万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $22.53万 | 0.02% | 4,849 | 4,849 | — | $22.53万 | 新建仓 |
| FICO | FAIR ISAAC CORP | $22.42万 | 0.02% | 210 | -45 | -17.6% | -$4.80万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $22.39万 | 0.02% | 3,781 | -94 | -2.4% | -$5,567 | 减仓 |
| QLD | PROSHARES TR | $22.28万 | 0.02% | 3,653 | -2,631 | -41.9% | -$16.05万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $22.27万 | 0.02% | 763 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $22.27万 | 0.02% | 3,193 | -5 | -0.2% | -$349 | 重新持有 |
| MMSI | MERIT MED SYS INC | $22.11万 | 0.02% | 3,207 | -84 | -2.6% | -$5,790 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.07万 | 0.02% | 7,924 | 32 | 0.4% | $891 | 加仓 |
| BRO | BROWN & BROWN INC | $22.06万 | 0.02% | 3,382 | -3,050 | -47.4% | -$19.89万 | 减仓 |
| KBE | SPDR SERIES TRUST | $21.96万 | 0.02% | 3,688 | -856 | -18.8% | -$5.10万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $21.91万 | 0.02% | 2,026 | -128 | -5.9% | -$1.38万 | 减仓 |
| XPO | XPO INC | $21.91万 | 0.02% | 1,126 | 1,126 | — | $21.91万 | 新建仓 |
| LIVN | LIVANOVA PLC | $21.90万 | 0.02% | 3,445 | 3,445 | — | $21.90万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $21.84万 | 0.02% | 9,710 | -5,839 | -37.6% | -$13.13万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $21.82万 | 0.02% | 4,757 | 4,757 | — | $21.82万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $21.81万 | 0.02% | 833 | 833 | — | $21.81万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.79万 | 0.02% | 8,343 | 8,343 | — | $21.79万 | 新建仓 |
| SN | SHARKNINJA INC | $21.75万 | 0.02% | 2,054 | 2,054 | — | $21.75万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $21.69万 | 0.02% | 2,889 | -46 | -1.6% | -$3,454 | 减仓 |
| RITM | RITHM CAPITAL CORP | $21.64万 | 0.02% | 22,825 | -1,070 | -4.5% | -$1.01万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $21.63万 | 0.02% | 1,239 | 260 | 26.6% | $4.54万 | 加仓 |
| TILE | INTERFACE INC | $21.49万 | 0.02% | 8,624 | -483 | -5.3% | -$1.20万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $21.40万 | 0.02% | 24,946 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $21.30万 | 0.02% | 16,006 | 1,653 | 11.5% | $2.20万 | 加仓 |
| SEIC | SEI INVTS CO | $21.28万 | 0.02% | 2,712 | -4 | -0.1% | -$314 | 重新持有 |
| BURL | BURLINGTON STORES INC | $21.25万 | 0.02% | 653 | 653 | — | $21.25万 | 新建仓 |
| RL | RALPH LAUREN CORP | $20.92万 | 0.02% | 608 | 608 | — | $20.92万 | 新建仓 |
| XP | XP INC | $20.91万 | 0.02% | 10,983 | 10,983 | — | $20.91万 | 新建仓 |
| LQD | ISHARES TR | $20.85万 | 0.02% | 1,913 | -1,900 | -49.8% | -$20.71万 | 减仓 |
| — | COTERRA ENERGY INC | $20.72万 | 0.02% | 5,897 | -3,106 | -34.5% | -$10.91万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $20.66万 | 0.02% | 2,184 | 2,184 | — | $20.66万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $20.56万 | 0.02% | 9,032 | 9,032 | — | $20.56万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $20.55万 | 0.02% | 1,607 | -57 | -3.4% | -$7,289 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $20.51万 | 0.02% | 5,739 | 5,739 | — | $20.51万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $20.42万 | 0.02% | 2,214 | 2,214 | — | $20.42万 | 新建仓 |
| CPRT | COPART INC | $20.25万 | 0.02% | 6,098 | -1,123 | -15.6% | -$3.73万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $20.17万 | 0.02% | 590 | -488 | -45.3% | -$16.68万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $20.07万 | 0.02% | 424 | 424 | — | $20.07万 | 新建仓 |
| BCPC | BALCHEM CORP | $20.04万 | 0.02% | 1,182 | 1,182 | — | $20.04万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $19.68万 | 0.02% | 11,363 | 11,363 | — | $19.68万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $18.85万 | 0.02% | 19,658 | 3,070 | 18.5% | $2.94万 | 加仓 |
| UAA | UNDER ARMOUR INC | $18.03万 | 0.02% | 30,513 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $17.87万 | 0.02% | 11,875 | 691 | 6.2% | $1.04万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $17.41万 | 0.02% | 10,964 | 611 | 5.9% | $9,703 | 加仓 |
| NU | NU HLDGS LTD | $16.59万 | 0.02% | 11,548 | -1,230 | -9.6% | -$1.77万 | 减仓 |
| F | FORD MTR CO | $15.82万 | 0.02% | 13,712 | 1,398 | 11.4% | $1.61万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $15.54万 | 0.01% | 17,022 | 17,022 | — | $15.54万 | 新建仓 |