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 |
|---|---|---|---|---|---|---|---|---|
| PAAA | PGIM ETF TR | $6,197.38万 | 5.95% | 1,210,899 | -33,213 | -2.7% | -$169.98万 | 减仓 |
| AAPL | APPLE INC | $4,915.76万 | 4.72% | 193,694 | 22,911 | 13.4% | $581.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4,713.67万 | 4.53% | 270,279 | 28,395 | 11.7% | $495.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,897.37万 | 2.78% | 78,271 | 6,354 | 8.8% | $235.21万 | 加仓 |
| AMZN | AMAZON COM INC | $2,072.29万 | 1.99% | 99,500 | -3,448 | -3.3% | -$71.81万 | 减仓 |
| GOOGL | ALPHABET INC | $1,924.52万 | 1.85% | 66,925 | 2,755 | 4.3% | $79.22万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,868.67万 | 1.80% | 203,914 | 31,601 | 18.3% | $289.59万 | 加仓 |
| AVGO | BROADCOM INC | $1,626.09万 | 1.56% | 52,537 | -4,899 | -8.5% | -$151.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,406.06万 | 1.35% | 65,808 | 3,048 | 4.9% | $65.12万 | 加仓 |
| GOOG | ALPHABET INC | $1,328.61万 | 1.28% | 46,324 | 1,405 | 3.1% | $40.30万 | 加仓 |
| META | META PLATFORMS INC | $1,228.01万 | 1.18% | 21,464 | 4,504 | 26.6% | $257.68万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,218.00万 | 1.17% | 200,824 | 23,909 | 13.5% | $145.01万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,205.97万 | 1.16% | 182,750 | 26,316 | 16.8% | $173.66万 | 加仓 |
| CRM | SALESFORCE INC | $1,115.93万 | 1.07% | 59,780 | 51,496 | 621.6% | $961.29万 | 加仓 |
| QCOM | QUALCOMM INC | $1,060.73万 | 1.02% | 82,368 | 60,392 | 274.8% | $777.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,040.46万 | 1.00% | 15,999 | 204 | 1.3% | $13.27万 | 加仓 |
| TSLA | TESLA INC | $1,026.25万 | 0.99% | 27,606 | 1,544 | 5.9% | $57.40万 | 加仓 |
| EXEL | EXELIXIS INC | $1,004.52万 | 0.97% | 234,208 | 59,025 | 33.7% | $253.16万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $992.39万 | 0.95% | 17,193 | -20 | -0.1% | -$1.15万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $975.81万 | 0.94% | 79,476 | 24,236 | 43.9% | $297.57万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $911.58万 | 0.88% | 39,481 | 5,434 | 16.0% | $125.47万 | 重新持有 |
| LLY | ELI LILLY & CO | $866.27万 | 0.83% | 9,417 | 252 | 2.7% | $23.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $799.81万 | 0.77% | 32,721 | -2,298 | -6.6% | -$56.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $771.20万 | 0.74% | 16,094 | 723 | 4.7% | $34.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $751.29万 | 0.72% | 45,438 | 376 | 0.8% | $6.22万 | 加仓 |
| CSCO | CISCO SYS INC | $730.17万 | 0.70% | 94,105 | 2,577 | 2.8% | $20.00万 | 加仓 |
| NFLX | NETFLIX INC. | $708.77万 | 0.68% | 73,715 | 9,768 | 15.3% | $93.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $693.28万 | 0.67% | 23,568 | -1,021 | -4.2% | -$30.03万 | 减仓 |
| V | VISA INC | $686.34万 | 0.66% | 22,708 | -213 | -0.9% | -$6.44万 | 减仓 |
| IVV | ISHARES TR | $680.22万 | 0.65% | 10,413 | -226 | -2.1% | -$14.76万 | 减仓 |
| — | EXXON MOBIL CORP | $670.13万 | 0.64% | 39,499 | 4,963 | 14.4% | $84.20万 | 加仓 |
| AMLP | ALPS ETF TR | $655.29万 | 0.63% | 124,485 | -6,558 | -5.0% | -$34.52万 | 重新持有 |
| IWC | ISHARES TR | $616.54万 | 0.59% | 38,627 | -7,305 | -15.9% | -$116.60万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $601.53万 | 0.58% | 12,037 | -625 | -4.9% | -$31.23万 | 减仓 |
| IJT | ISHARES TR | $599.61万 | 0.58% | 41,435 | 41,435 | — | $599.61万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $590.81万 | 0.57% | 35,655 | 35,655 | — | $590.81万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $546.53万 | 0.53% | 108,870 | -5,051 | -4.4% | -$25.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $529.58万 | 0.51% | 66,523 | 16,253 | 32.3% | $129.39万 | 加仓 |
| ORCL | ORACLE CORP | $518.87万 | 0.50% | 35,271 | -534 | -1.5% | -$7.86万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $509.44万 | 0.49% | 5,111 | 654 | 14.7% | $65.19万 | 加仓 |
| MRK | MERCK & CO INC | $507.93万 | 0.49% | 42,225 | 1,059 | 2.6% | $12.74万 | 加仓 |
| NET | CLOUDFLARE INC | $478.56万 | 0.46% | 23,193 | -843 | -3.5% | -$17.39万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $465.96万 | 0.45% | 92,067 | 3,969 | 4.5% | $20.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $462.75万 | 0.44% | 13,540 | 1,432 | 11.8% | $48.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $462.02万 | 0.44% | 22,330 | 2,144 | 10.6% | $44.36万 | 加仓 |
| WMT | WALMART INC | $441.10万 | 0.42% | 35,492 | 14,995 | 73.2% | $186.36万 | 加仓 |
| GE | GE AEROSPACE | $439.38万 | 0.42% | 15,484 | 11,182 | 259.9% | $317.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $433.79万 | 0.42% | 21,324 | 4,398 | 26.0% | $89.47万 | 加仓 |
| RTX | RTX CORPORATION | $431.00万 | 0.41% | 22,343 | -386 | -1.7% | -$7.45万 | 减仓 |
| KO | COCA COLA CO | $424.11万 | 0.41% | 55,766 | 5,690 | 11.4% | $43.27万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $422.56万 | 0.41% | 43,158 | 524 | 1.2% | $5.13万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $422.26万 | 0.41% | 30,297 | -750 | -2.4% | -$10.45万 | 减仓 |
| BAC | BANK AMERICA CORP | $415.52万 | 0.40% | 85,232 | -2,229 | -2.5% | -$10.87万 | 减仓 |
| ABBV | ABBVIE INC | $405.58万 | 0.39% | 18,647 | -750 | -3.9% | -$16.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $405.30万 | 0.39% | 11,997 | 4,704 | 64.5% | $158.92万 | 加仓 |
| NOW | SERVICENOW INC | $396.27万 | 0.38% | 37,903 | 14,045 | 58.9% | $146.84万 | 加仓 |
| PEP | PEPSICO INC | $383.15万 | 0.37% | 24,673 | 470 | 1.9% | $7.30万 | 加仓 |
| CAT | CATERPILLAR INC | $379.76万 | 0.36% | 5,361 | 1,410 | 35.7% | $99.88万 | 加仓 |
| IWV | ISHARES TR | $379.47万 | 0.36% | 10,237 | -717 | -6.5% | -$26.58万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $379.22万 | 0.36% | 25,924 | 1,196 | 4.8% | $17.50万 | 加仓 |
| RUN | SUNRUN INC | $366.43万 | 0.35% | 270,227 | 6,019 | 2.3% | $8.16万 | 加仓 |
| GEV | GE VERNOVA INC | $363.48万 | 0.35% | 4,164 | 3,232 | 346.8% | $282.13万 | 加仓 |
| T | AT&T INC | $363.25万 | 0.35% | 125,302 | 343 | 0.3% | $9,944 | 加仓 |
| HODL | VANECK BITCOIN ETF | $357.52万 | 0.34% | 186,595 | 159,545 | 589.8% | $305.69万 | 加仓 |
| AMGN | AMGEN INC | $348.27万 | 0.33% | 9,898 | 1,394 | 16.4% | $49.05万 | 加仓 |
| SHOP | SHOPIFY INC | $336.85万 | 0.32% | 28,397 | 313 | 1.1% | $3.71万 | 加仓 |
| SBUX | STARBUCKS CORP | $328.94万 | 0.32% | 36,804 | 3,197 | 9.5% | $28.57万 | 加仓 |
| TXN | TEXAS INSTRS INC | $318.94万 | 0.31% | 16,428 | 3,103 | 23.3% | $60.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $315.21万 | 0.30% | 69,049 | 570 | 0.8% | $2.60万 | 加仓 |
| MCD | MCDONALDS CORP | $311.04万 | 0.30% | 10,009 | 2,730 | 37.5% | $84.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $310.27万 | 0.30% | 21,479 | 2,273 | 11.8% | $32.83万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $299.75万 | 0.29% | 14,768 | 1,120 | 8.2% | $22.73万 | 加仓 |
| HD | HOME DEPOT INC | $297.24万 | 0.29% | 9,038 | -17 | -0.2% | -$5,591 | 减仓 |
| COP | CONOCOPHILLIPS | $288.90万 | 0.28% | 21,887 | 1,458 | 7.1% | $19.24万 | 加仓 |
| LOW | LOWES COS INC | $275.27万 | 0.26% | 11,650 | 2,584 | 28.5% | $61.05万 | 加仓 |
| ASML | ASML HLDG NV | $274.47万 | 0.26% | 2,078 | 175 | 9.2% | $23.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $271.97万 | 0.26% | 48,068 | 314 | 0.7% | $1.78万 | 加仓 |
| HDV | ISHARES TR | $262.24万 | 0.25% | 19,322 | 100 | 0.5% | $1.36万 | 加仓 |
| DIS | DISNEY WALT CO | $261.64万 | 0.25% | 27,147 | 6,164 | 29.4% | $59.41万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $259.30万 | 0.25% | 19,782 | -456 | -2.3% | -$5.98万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $258.35万 | 0.25% | 39,747 | 11,218 | 39.3% | $72.92万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $255.90万 | 0.25% | 50,804 | 6,678 | 15.1% | $33.64万 | 加仓 |
| CVS | CVS HEALTH CORP | $255.67万 | 0.25% | 35,599 | 454 | 1.3% | $3.26万 | 加仓 |
| CME | CME GROUP INC | $255.65万 | 0.25% | 8,656 | 1,232 | 16.6% | $36.39万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $252.71万 | 0.24% | 5,482 | 140 | 2.6% | $6.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $252.35万 | 0.24% | 26,851 | 351 | 1.3% | $3.30万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $249.99万 | 0.24% | 43,371 | 27,192 | 168.1% | $156.74万 | 加仓 |
| MDT | MEDTRONIC PLC | $249.20万 | 0.24% | 28,759 | -1,135 | -3.8% | -$9.83万 | 减仓 |
| UNP | UNION PAC CORP | $230.99万 | 0.22% | 9,520 | 2,872 | 43.2% | $69.68万 | 加仓 |
| MS | MORGAN STANLEY | $228.31万 | 0.22% | 13,872 | -91 | -0.7% | -$1.50万 | 减仓 |
| MSCI | MSCI INC | $227.40万 | 0.22% | 4,218 | -300 | -6.6% | -$16.17万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $224.61万 | 0.22% | 17,153 | -302 | -1.7% | -$3.95万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $223.40万 | 0.21% | 6,610 | 1,370 | 26.1% | $46.30万 | 加仓 |
| BA | BOEING CO | $222.09万 | 0.21% | 11,159 | 1,906 | 20.6% | $37.93万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $218.57万 | 0.21% | 56,890 | 4,380 | 8.3% | $16.83万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $218.29万 | 0.21% | 6,360 | -175 | -2.7% | -$6.01万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $216.85万 | 0.21% | 10,936 | 928 | 9.3% | $18.40万 | 加仓 |
| IDXX | IDEXX LABS INC | $216.78万 | 0.21% | 3,858 | -198 | -4.9% | -$11.13万 | 减仓 |
| WM | WASTE MGMT INC DEL | $213.62万 | 0.21% | 9,296 | 74 | 0.8% | $1.70万 | 加仓 |
| GLW | CORNING INC | $212.84万 | 0.20% | 15,653 | -1,287 | -7.6% | -$17.50万 | 减仓 |