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 |
|---|---|---|---|---|---|---|---|---|
| SKWD | SKYWARD SPECIALTY INS GROUP | $32.43万 | 0.03% | 5,558 | 5,558 | — | $32.43万 | 新建仓 |
| DG | DOLLAR GEN CORP | $32.36万 | 0.03% | 2,811 | 447 | 18.9% | $5.15万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $32.09万 | 0.03% | 2,923 | 294 | 11.2% | $3.23万 | 重新持有 |
| BROS | DUTCH BROS INC | $32.04万 | 0.03% | 4,462 | 4,462 | — | $32.04万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $31.92万 | 0.03% | 9,596 | 9,596 | — | $31.92万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $31.87万 | 0.03% | 36,839 | 128 | 0.3% | $1,107 | 加仓 |
| RIO | RIO TINTO PLC | $31.81万 | 0.03% | 3,351 | 239 | 7.7% | $2.27万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $31.68万 | 0.03% | 2,018 | -713 | -26.1% | -$11.19万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $31.45万 | 0.03% | 6,300 | 819 | 14.9% | $4.09万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $31.30万 | 0.03% | 2,738 | -122 | -4.3% | -$1.39万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $31.12万 | 0.03% | 7,277 | 124 | 1.7% | $5,303 | 加仓 |
| VBK | VANGUARD INDEX FDS | $31.01万 | 0.03% | 848 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $30.98万 | 0.03% | 2,052 | 2,052 | — | $30.98万 | 新建仓 |
| ABCB | AMERIS BANCORP | $30.84万 | 0.03% | 3,417 | 48 | 1.4% | $4,333 | 加仓 |
| HEI/A | HEICO CORP NEW | $30.72万 | 0.03% | 1,191 | -499 | -29.5% | -$12.87万 | 减仓 |
| RKLB | ROCKET LAB CORP | $30.63万 | 0.03% | 3,013 | 3,013 | — | $30.63万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $30.32万 | 0.02% | 5,379 | 530 | 10.9% | $2.99万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $30.24万 | 0.02% | 2,456 | -592 | -19.4% | -$7.29万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $30.16万 | 0.02% | 1,230 | -6 | -0.5% | -$1,471 | 减仓 |
| SKY | CHAMPION HOMES INC | $30.09万 | 0.02% | 3,415 | 144 | 4.4% | $1.27万 | 加仓 |
| DEO | DIAGEO PLC | $29.99万 | 0.02% | 3,731 | 267 | 7.7% | $2.15万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $29.99万 | 0.02% | 9,993 | 787 | 8.5% | $2.36万 | 加仓 |
| DINO | HF SINCLAIR CORP | $29.94万 | 0.02% | 4,299 | -100 | -2.3% | -$6,964 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.88万 | 0.02% | 5,431 | 18 | 0.3% | $990 | 加仓 |
| PODD | INSULET CORP | $29.66万 | 0.02% | 1,948 | -1,148 | -37.1% | -$17.48万 | 减仓 |
| EVR | EVERCORE INC | $29.63万 | 0.02% | 868 | -23 | -2.6% | -$7,850 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $29.43万 | 0.02% | 2,200 | 2,200 | — | $29.43万 | 新建仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $29.31万 | 0.02% | 28,320 | 16,992 | 150.0% | $17.59万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $29.13万 | 0.02% | 2,626 | 2,626 | — | $29.13万 | 新建仓 |
| RGLD | ROYAL GOLD INC | $29.08万 | 0.02% | 1,457 | 12 | 0.8% | $2,395 | 加仓 |
| SPMD | SPDR SERIES TRUST | $29.08万 | 0.02% | 4,304 | 523 | 13.8% | $3.53万 | 加仓 |
| LIVN | LIVANOVA PLC | $28.96万 | 0.02% | 3,522 | 77 | 2.2% | $6,332 | 加仓 |
| — | TWO RDS SHARED TR | $28.95万 | 0.02% | 6,230 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $28.95万 | 0.02% | 6,293 | 117 | 1.9% | $5,382 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $28.59万 | 0.02% | 2,319 | -19 | -0.8% | -$2,343 | 重新持有 |
| RL | RALPH LAUREN CORP | $28.58万 | 0.02% | 712 | 104 | 17.1% | $4.17万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $28.52万 | 0.02% | 652 | 82 | 14.4% | $3.59万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $28.40万 | 0.02% | 1,062 | 1,062 | — | $28.40万 | 新建仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $28.28万 | 0.02% | 10,843 | 10,843 | — | $28.28万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $28.15万 | 0.02% | 5,398 | 121 | 2.3% | $6,310 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $28.08万 | 0.02% | 1,836 | 1,836 | — | $28.08万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $28.01万 | 0.02% | 2,567 | 383 | 17.5% | $4.18万 | 加仓 |
| FLS | FLOWSERVE CORP | $27.85万 | 0.02% | 3,755 | 3,755 | — | $27.85万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $27.73万 | 0.02% | 9,183 | 840 | 10.1% | $2.54万 | 加仓 |
| DVY | ISHARES TR | $27.71万 | 0.02% | 1,773 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $27.68万 | 0.02% | 10,489 | 313 | 3.1% | $8,260 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $27.66万 | 0.02% | 1,540 | 76 | 5.2% | $1.37万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $27.60万 | 0.02% | 2,353 | 16 | 0.7% | $1,877 | 加仓 |
| JLL | JONES LANG LASALLE INC | $27.59万 | 0.02% | 890 | 3 | 0.3% | $930 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $27.53万 | 0.02% | 2,573 | 335 | 15.0% | $3.58万 | 加仓 |
| TECH | BIO-TECHNE CORP | $27.44万 | 0.02% | 3,884 | -613 | -13.6% | -$4.33万 | 减仓 |
| GLD | SPDR GOLD TR | $27.33万 | 0.02% | 742 | 64 | 9.4% | $2.36万 | 加仓 |
| WDAY | WORKDAY INC | $27.18万 | 0.02% | 2,220 | -1,500 | -40.3% | -$18.36万 | 减仓 |
| LII | LENNOX INTL INC | $27.17万 | 0.02% | 474 | -122 | -20.5% | -$6.99万 | 减仓 |
| — | PROSHARES TR | $27.10万 | 0.02% | 20,000 | 10,000 | 100.0% | $13.55万 | 加仓 |
| AMSF | AMERISAFE INC | $26.94万 | 0.02% | 7,964 | 7,964 | — | $26.94万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $26.83万 | 0.02% | 2,000 | -2,878 | -59.0% | -$38.60万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $26.79万 | 0.02% | 2,677 | 2,677 | — | $26.79万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.73万 | 0.02% | 5,926 | 5,926 | — | $26.73万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $26.71万 | 0.02% | 2,612 | 398 | 18.0% | $4.07万 | 加仓 |
| ATI | ATI INC | $26.71万 | 0.02% | 1,355 | 1,355 | — | $26.71万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.67万 | 0.02% | 1,636 | -145 | -8.1% | -$2.36万 | 减仓 |
| AVY | AVERY DENNISON CORP | $26.55万 | 0.02% | 1,635 | -106 | -6.1% | -$1.72万 | 减仓 |
| CMS | CMS ENERGY CORP | $26.55万 | 0.02% | 3,470 | -432 | -11.1% | -$3.31万 | 减仓 |
| BCAX | BICARA THERAPEUTICS INC | $26.46万 | 0.02% | 8,911 | 8,911 | — | $26.46万 | 新建仓 |
| COR | CENCORA INC | $26.43万 | 0.02% | 934 | -176 | -15.9% | -$4.98万 | 减仓 |
| SONY | SONY GROUP CORP | $26.39万 | 0.02% | 13,156 | -12,393 | -48.5% | -$24.86万 | 减仓 |
| PFF | ISHARES TR | $26.37万 | 0.02% | 8,650 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $26.12万 | 0.02% | 2,033 | 7 | 0.3% | $899 | 加仓 |
| MMSI | MERIT MED SYS INC | $26.11万 | 0.02% | 3,765 | 558 | 17.4% | $3.87万 | 加仓 |
| STT | STATE STR CORP | $26.07万 | 0.02% | 1,537 | 1,537 | — | $26.07万 | 新建仓 |
| POOL | POOL CORP | $26.03万 | 0.02% | 1,211 | -272 | -18.3% | -$5.85万 | 减仓 |
| WRB | BERKLEY W R CORP | $26.02万 | 0.02% | 3,689 | 3,689 | — | $26.02万 | 新建仓 |
| RLY | SSGA ACTIVE ETF TR | $25.98万 | 0.02% | 7,528 | 7,528 | — | $25.98万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $25.81万 | 0.02% | 1,014 | -2,290 | -69.3% | -$58.28万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $25.77万 | 0.02% | 3,128 | 3,128 | — | $25.77万 | 新建仓 |
| COCO | VITA COCO CO INC | $25.76万 | 0.02% | 3,895 | 3,895 | — | $25.76万 | 新建仓 |
| IMAX | IMAX CORP | $25.75万 | 0.02% | 6,461 | 6,461 | — | $25.75万 | 新建仓 |
| IBTA | IBOTTA INC | $25.75万 | 0.02% | 7,537 | -193 | -2.5% | -$6,593 | 减仓 |
| VCEL | VERICEL CORP | $25.45万 | 0.02% | 5,721 | 5,721 | — | $25.45万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $25.41万 | 0.02% | 2,365 | 2,365 | — | $25.41万 | 新建仓 |
| GMED | GLOBUS MED INC | $25.41万 | 0.02% | 3,216 | 3,216 | — | $25.41万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $25.39万 | 0.02% | 1,068 | 1,068 | — | $25.39万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $25.38万 | 0.02% | 2,685 | 2,685 | — | $25.38万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $25.34万 | 0.02% | 4,772 | 4,772 | — | $25.34万 | 新建仓 |
| XPO | XPO INC | $25.19万 | 0.02% | 1,227 | 101 | 9.0% | $2.07万 | 加仓 |
| CCK | CROWN HLDGS INC | $25.17万 | 0.02% | 2,251 | 2,251 | — | $25.17万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $25.17万 | 0.02% | 3,689 | 1 | 0.0% | $68 | 加仓 |
| ONTO | ONTO INNOVATION INC | $25.13万 | 0.02% | 664 | 664 | — | $25.13万 | 新建仓 |
| ZTS | ZOETIS INC | $25.00万 | 0.02% | 3,478 | -13,735 | -79.8% | -$98.71万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $24.88万 | 0.02% | 4,789 | -534 | -10.0% | -$2.77万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $24.79万 | 0.02% | 5,859 | 120 | 2.1% | $5,077 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $24.74万 | 0.02% | 7,955 | 31 | 0.4% | $964 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $24.70万 | 0.02% | 4,911 | 4,911 | — | $24.70万 | 新建仓 |
| IWF | ISHARES TR | $24.64万 | 0.02% | 1,984 | -4,372 | -68.8% | -$54.29万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $24.58万 | 0.02% | 3,450 | 3,450 | — | $24.58万 | 新建仓 |
| PNR | PENTAIR PLC | $24.56万 | 0.02% | 3,204 | -2,027 | -38.7% | -$15.54万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $24.56万 | 0.02% | 1,457 | 1,457 | — | $24.56万 | 新建仓 |
| — | FINWISE BANCORP | $24.54万 | 0.02% | 16,921 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $24.14万 | 0.02% | 22,109 | 22,109 | — | $24.14万 | 新建仓 |