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 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $24.14万 | 0.02% | 1,651 | 412 | 33.3% | $6.02万 | 加仓 |
| VST | VISTRA CORP | $24.10万 | 0.02% | 1,519 | -644 | -29.8% | -$10.22万 | 减仓 |
| RRC | RANGE RES CORP | $24.00万 | 0.02% | 6,453 | -1,167 | -15.3% | -$4.34万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $23.92万 | 0.02% | 11,152 | 1,122 | 11.2% | $2.41万 | 加仓 |
| UNM | UNUM GROUP | $23.87万 | 0.02% | 2,671 | 34 | 1.3% | $3,039 | 重新持有 |
| VB | VANGUARD INDEX FDS | $23.73万 | 0.02% | 783 | -50 | -6.0% | -$1.52万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.73万 | 0.02% | 7,482 | 23 | 0.3% | $729 | 加仓 |
| TRGP | TARGA RES CORP | $23.73万 | 0.02% | 885 | 885 | — | $23.73万 | 新建仓 |
| ICSH | ISHARES TR | $23.72万 | 0.02% | 4,690 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $23.69万 | 0.02% | 841 | -56 | -6.2% | -$1.58万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.62万 | 0.02% | 1,782 | 1,782 | — | $23.62万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $23.54万 | 0.02% | 7,192 | 7,192 | — | $23.54万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $23.49万 | 0.02% | 1,620 | 13 | 0.8% | $1,885 | 加仓 |
| APA | APA CORPORATION | $23.33万 | 0.02% | 7,164 | 7,164 | — | $23.33万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $23.22万 | 0.02% | 4,251 | -1,129 | -21.0% | -$6.17万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.22万 | 0.02% | 559 | -241 | -30.1% | -$10.01万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $23.17万 | 0.02% | 9,036 | 4 | 0.0% | $103 | 加仓 |
| HSY | HERSHEY CO | $23.16万 | 0.02% | 1,319 | 231 | 21.2% | $4.06万 | 加仓 |
| WCC | WESCO INTL INC | $23.11万 | 0.02% | 669 | 669 | — | $23.11万 | 新建仓 |
| KEX | KIRBY CORP | $23.09万 | 0.02% | 1,698 | 2 | 0.1% | $272 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.00万 | 0.02% | 12,830 | 1,866 | 17.0% | $3.35万 | 加仓 |
| NRG | NRG ENERGY INC | $22.93万 | 0.02% | 1,570 | 1,570 | — | $22.93万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $22.79万 | 0.02% | 2,039 | 2,039 | — | $22.79万 | 新建仓 |
| NOK | NOKIA CORP | $22.72万 | 0.02% | 17,106 | 17,106 | — | $22.72万 | 新建仓 |
| SEZL | SEZZLE INC | $22.66万 | 0.02% | 1,320 | 1,320 | — | $22.66万 | 新建仓 |
| CRH | CRH PLC | $22.63万 | 0.02% | 2,115 | -58 | -2.7% | -$6,206 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $22.58万 | 0.02% | 683 | 683 | — | $22.58万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.57万 | 0.02% | 3,077 | 3,077 | — | $22.57万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $22.49万 | 0.02% | 390 | -222 | -36.3% | -$12.80万 | 减仓 |
| AROC | ARCHROCK INC | $22.45万 | 0.02% | 5,515 | 5,515 | — | $22.45万 | 新建仓 |
| HAL | HALLIBURTON CO | $22.39万 | 0.02% | 6,595 | 138 | 2.1% | $4,685 | 加仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $22.38万 | 0.02% | 24,946 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC | $22.35万 | 0.02% | 5,830 | 5,830 | — | $22.35万 | 新建仓 |
| TOST | TOAST INC | $22.34万 | 0.02% | 8,031 | -730 | -8.3% | -$2.03万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.13万 | 0.02% | 5,184 | 1,439 | 38.4% | $6.14万 | 加仓 |
| MELI | MERCADOLIBRE INC | $22.07万 | 0.02% | 130 | -40 | -23.5% | -$6.79万 | 减仓 |
| BULL | WEBULL CORP | $21.94万 | 0.02% | 33,644 | 18,949 | 128.9% | $12.35万 | 加仓 |
| LEN | LENNAR CORP | $21.86万 | 0.02% | 2,415 | -1,440 | -37.4% | -$13.03万 | 减仓 |
| AA | ALCOA CORP | $21.82万 | 0.02% | 4,184 | -65 | -1.5% | -$3,389 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.67万 | 0.02% | 2,396 | -460 | -16.1% | -$4.16万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $21.62万 | 0.02% | 7,692 | -2,462 | -24.2% | -$6.92万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $21.62万 | 0.02% | 2,178 | 2,178 | — | $21.62万 | 新建仓 |
| LMAT | LEMAITRE VASCULAR INC | $21.62万 | 0.02% | 2,253 | -64 | -2.8% | -$6,141 | 减仓 |
| PEN | PENUMBRA INC | $21.57万 | 0.02% | 683 | -1,615 | -70.3% | -$50.99万 | 减仓 |
| FROG | JFROG LTD | $21.47万 | 0.02% | 2,362 | 2,362 | — | $21.47万 | 新建仓 |
| STIP | ISHARES TR | $21.37万 | 0.02% | 2,092 | -141 | -6.3% | -$1.44万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $21.36万 | 0.02% | 2,118 | 2,118 | — | $21.36万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.29万 | 0.02% | 430 | 430 | — | $21.29万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $21.29万 | 0.02% | 2,685 | -204 | -7.1% | -$1.62万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.29万 | 0.02% | 407 | -484 | -54.3% | -$25.31万 | 重新持有 |
| PRM | PERIMETER SOLUTIONS INC | $21.24万 | 0.02% | 5,957 | 5,957 | — | $21.24万 | 新建仓 |
| TDC | TERADATA CORP DEL | $21.14万 | 0.02% | 6,100 | -3,778 | -38.2% | -$13.09万 | 减仓 |
| MC | MOELIS & CO | $21.13万 | 0.02% | 3,230 | 3,230 | — | $21.13万 | 新建仓 |
| UMBF | UMB FINL CORP | $21.13万 | 0.02% | 1,480 | 1,480 | — | $21.13万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $20.99万 | 0.02% | 776 | 776 | — | $20.99万 | 新建仓 |
| CPRT | COPART INC | $20.93万 | 0.02% | 7,426 | 1,328 | 21.8% | $3.74万 | 加仓 |
| RDDT | REDDIT INC | $20.86万 | 0.02% | 1,202 | 1,202 | — | $20.86万 | 新建仓 |
| SAIA | SAIA INC | $20.85万 | 0.02% | 495 | 495 | — | $20.85万 | 新建仓 |
| AZO | AUTOZONE INC | $20.77万 | 0.02% | 65 | 65 | — | $20.77万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $20.75万 | 0.02% | 3,025 | 3,025 | — | $20.75万 | 新建仓 |
| GRPN | GROUPON INC | $20.75万 | 0.02% | 8,623 | 8,623 | — | $20.75万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $20.70万 | 0.02% | 22,047 | -778 | -3.4% | -$7,305 | 减仓 |
| — | QORVO INC | $20.67万 | 0.02% | 2,216 | 2,216 | — | $20.67万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $20.66万 | 0.02% | 10,200 | 10,200 | — | $20.66万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.59万 | 0.02% | 1,081 | -680 | -38.6% | -$12.95万 | 减仓 |
| OC | OWENS CORNING NEW | $20.56万 | 0.02% | 1,293 | 1,293 | — | $20.56万 | 新建仓 |
| LQD | ISHARES TR | $20.53万 | 0.02% | 1,882 | -31 | -1.6% | -$3,381 | 减仓 |
| DOW | DOW HLDGS INC | $20.50万 | 0.02% | 7,493 | -397 | -5.0% | -$1.09万 | 减仓 |
| FFIV | F5 INC | $20.47万 | 0.02% | 492 | 492 | — | $20.47万 | 新建仓 |
| BIIB | BIOGEN INC | $20.42万 | 0.02% | 945 | 945 | — | $20.42万 | 新建仓 |
| DOX | AMDOCS LTD | $20.41万 | 0.02% | 4,038 | 1,275 | 46.1% | $6.44万 | 重新持有 |
| PKG | PACKAGING CORP AMER | $20.40万 | 0.02% | 856 | 856 | — | $20.40万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $20.39万 | 0.02% | 1,480 | -144 | -8.9% | -$1.98万 | 减仓 |
| D | DOMINION ENERGY INC | $20.17万 | 0.02% | 2,954 | 2,954 | — | $20.17万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.11万 | 0.02% | 11,343 | 11,343 | — | $20.11万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $20.06万 | 0.02% | 1,786 | 1,786 | — | $20.06万 | 新建仓 |
| IX | ORIX CORP | $20.05万 | 0.02% | 5,271 | 5,271 | — | $20.05万 | 新建仓 |
| QYLD | GLOBAL X FDS | $19.13万 | 0.02% | 10,379 | 10,379 | — | $19.13万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $18.38万 | 0.02% | 10,596 | -1,279 | -10.8% | -$2.22万 | 减仓 |
| UAA | UNDER ARMOUR INC | $17.15万 | 0.01% | 26,837 | -3,676 | -12.0% | -$2.35万 | 减仓 |
| COMP | COMPASS INC | $16.50万 | 0.01% | 13,379 | -1,023 | -7.1% | -$1.26万 | 减仓 |
| CRK | COMSTOCK RES INC | $16.09万 | 0.01% | 10,785 | 10,785 | — | $16.09万 | 新建仓 |
| HUN | HUNTSMAN CORP | $15.33万 | 0.01% | 14,439 | -1,567 | -9.8% | -$1.66万 | 减仓 |
| BIZD | VANECK ETF TRUST | $14.63万 | 0.01% | 11,553 | 1,524 | 15.2% | $1.93万 | 重新持有 |
| RPD | RAPID7 INC | $14.05万 | 0.01% | 17,350 | 17,350 | — | $14.05万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $12.51万 | 0.01% | 14,947 | 14,947 | — | $12.51万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $11.82万 | 0.01% | 13,510 | -3,512 | -20.6% | -$3.07万 | 减仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $11.29万 | 0.01% | 22,985 | -106,751 | -82.3% | -$52.41万 | 减仓 |
| RC | READY CAPITAL CORP | $10.47万 | 0.01% | 59,824 | -253,003 | -80.9% | -$44.28万 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP | $9.77万 | 0.01% | 17,420 | -80,027 | -82.1% | -$44.90万 | 减仓 |
| NEXT | NEXTDECADE CORP | $8.69万 | 0.01% | 11,524 | 783 | 7.3% | $5,904 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $7.74万 | 0.01% | 16,762 | -984 | -5.5% | -$4,546 | 减仓 |
| — | WHITEHORSE FIN INC | $7.37万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $6.32万 | 0.01% | 14,793 | 14,793 | — | $6.32万 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $5.79万 | 0.00% | 13,912 | -3,679 | -20.9% | -$1.53万 | 减仓 |
| — | OSISKO DEVELOPMENT CORP | $3.87万 | 0.00% | 15,739 | 0 | 0.0% | — | 不变 |
| — | SES AI CORPORATION | $2.88万 | 0.00% | 30,040 | 30,040 | — | $2.88万 | 新建仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2.79万 | 0.00% | 10,254 | -439 | -4.1% | -$1,194 | 减仓 |
| — | GOPRO INC | $1.01万 | 0.00% | 13,000 | -33,827 | -72.2% | -$2.63万 | 减仓 |
| — | ALPHA COMPUTE CORP | $3,177 | 0.00% | 12,506 | 0 | 0.0% | — | 不变 |