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Kesler, Norman & Wride, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kesler, Norman & Wride, LLC
报告期 2026-03-31 · CIK 0001840455
持仓数
245
前50大市值合计
$379.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 23
增持 22
减持 79
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
NFLX
NETFLIX INC
-$8.8M
2,816
-67%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.2M
19,210
+295%
增持
JNJ
JOHNSON & JOHNSON
+$5.4M
52,051
+266%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
WMT
WALMART INC
-$4.5M
24,568
-64%
减持
SYK
STRYKER CORPORATION
-$3.7M
8,691
-50%
减持
KR
KROGER CO
-$3.7M
348,518
-0%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.6M
30,119
+1376%
减持
ZTS
ZOETIS INC
-$3.4M
4,854
-82%
增持
—
MEDTRONIC PLC
+$3.4M
56,831
+323%
减持
MSFT
MICROSOFT CORP
-$3.2M
35,311
-3%
减持
AAPL
APPLE INC
+$2.9M
71,041
-2%
增持
COR
CENCORA INC
-$2.6M
34,727
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.2M
13,691
-42%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.1M
51,555
-3%
减持
AVGO
BROADCOM INC
-$2.0M
34,203
-5%
减持
NVDA
NVIDIA CORPORATION
-$1.8M
64,089
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$1.6M
14,184
-17%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$1.5M
28,397
-5%
减持
IBDT
ISHARES TR
-$1.5M
67,064
-46%
减持
APH
AMPHENOL CORP NEW
-$1.4M
18,705
-33%
减持
META
META PLATFORMS INC
-$1.4M
8,133
-3%
减持
ABT
ABBOTT LABS
-$1.3M
53,485
-2%
增持
—
ISHARES TR
+$1.3M
319,162
+20%
建仓
TTD
THE TRADE DESK INC
+$1.3M
10,650
减持
ADI
ANALOG DEVICES INC
-$1.2M
35,129
-4%
清仓
VRSN
VERISIGN INC
-$1.2M
0
-100%
清仓
YELP
YELP INC
-$1.1M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.1M
103,271
-1%
清仓
APP
APPLOVIN CORP
-$1.1M
0
-100%
减持
BLK
BLACKROCK INC
-$1.1M
8,306
-9%
清仓
BITB
BITWISE BITCOIN ETF TR
-$1.1M
0
-100%
清仓
IYZ
ISHARES TR
-$976.1K
0
-100%
减持
MS
MORGAN STANLEY
-$966.5K
6,507
-49%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$960.3K
6,516
-19%
建仓
PANW
PALO ALTO NETWORKS INC
+$959.5K
5,273
减持
SPY
SPDR S&P 500 ETF TR
-$955.3K
29,132
-0%
清仓
VOO
VANGUARD INDEX FDS
-$946.6K
0
-100%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$921.5K
14,051
+196%
清仓
TJX
TJX COS INC NEW
-$885.2K
0
-100%
增持
GOOG
ALPHABET INC
+$880.1K
6,417
+233%
清仓
IWF
ISHARES TR
-$879.7K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$855.1K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
-$850.5K
9,468
-4%
清仓
APO
APOLLO GLOBAL MGMT INC
-$844.6K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$839.2K
21,049
-4%
建仓
GS
GOLDMAN SACHS GROUP INC
+$828.2K
1,446
减持
VGT
VANGUARD WORLD FD
-$818.8K
10,562
-5%
减持
FLOT
ISHARES TR
-$808.0K
131,983
-10%
清仓
NEU
NEWMARKET CORP
-$802.1K
0
-100%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$771.6K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$763.4K
0
-100%
减持
RTX
RTX CORPORATION
-$763.2K
9,483
-26%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$761.2K
1,485
-40%
增持
TSLA
TESLA INC
+$754.1K
3,180
+91%
建仓
—
PIPER SANDLER COMPANIES
+$753.0K
2,509
减持
ANET
ARISTA NETWORKS INC
-$743.0K
16,452
-34%
减持
AMD
ADVANCED MICRO DEVICES INC
-$737.0K
13,637
-19%
减持
V
VISA INC
-$724.3K
14,099
-3%
清仓
IWV
ISHARES TR
-$716.0K
0
-100%
建仓
MTX
MINERALS TECHNOLOGIES INC
+$705.3K
9,254
减持
—
TRANE TECHNOLOGIES PLC
-$686.0K
1,307
-51%
减持
—
FLEX LTD
-$669.8K
13,462
-43%
清仓
EBAY
EBAY INC.
-$663.3K
0
-100%
减持
FFIV
F5 INC
-$651.2K
1,296
-61%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$647.6K
5,285
-14%
建仓
—
TRI POINTE HOMES INC
+$619.7K
17,088
减持
LLY
ELI LILLY & CO
-$611.4K
4,774
-13%
增持
AFL
AFLAC INC
+$609.8K
24,003
+35%
减持
LOW
LOWES COS INC
+$609.0K
33,865
-3%
增持
COST
COSTCO WHSL CORP NEW
-$589.3K
10,993
+2%
增持
IYF
ISHARES TR
+$569.1K
10,129
+122%
减持
BX
BLACKSTONE INC
-$565.4K
1,730
-70%
减持
KKR
KKR & CO INC
-$565.1K
2,453
-65%
减持
IWLG
NEW YORK LIFE INVTS ACTIVE E
-$563.2K
96,472
-2%
建仓
CI
THE CIGNA GROUP
+$561.7K
2,033
增持
GD
GENERAL DYNAMICS CORP
-$560.7K
27,034
+3%
减持
NOW
SERVICENOW INC
-$549.4K
1,092
-34%
建仓
UBER
UBER TECHNOLOGIES INC
+$542.0K
8,985
减持
SPGI
S&P GLOBAL INC
-$540.9K
5,739
-11%
减持
ISRG
INTUITIVE SURGICAL INC
-$539.5K
1,069
-47%
减持
—
CHUBB LIMITED
-$534.7K
25,923
-2%
减持
EMR
EMERSON ELEC CO
-$534.6K
42,302
-2%
减持
—
TECHNIPFMC PLC
-$533.5K
23,023
-34%
减持
MCO
MOODYS CORP
-$530.8K
1,038
-49%
减持
NYT
NEW YORK TIMES CO
-$518.0K
19,987
-28%
减持
EA
ELECTRONIC ARTS INC
-$514.0K
7,272
-26%
减持
KLAC
KLA CORP
-$503.5K
989
-21%
减持
MELI
MERCADOLIBRE INC
-$459.6K
411
-7%
增持
MAS
MASCO CORP
+$458.5K
9,455
+167%
建仓
—
SELECT MED HLDGS CORP
+$456.8K
24,233
减持
HCA
HCA HEALTHCARE INC
-$446.7K
1,843
-29%
增持
SYLD
CAMBRIA ETF TR
+$445.1K
62,144
+6%
减持
JKHY
HENRY JACK & ASSOC INC
-$437.8K
32,612
-5%
清仓
IWD
ISHARES TR
-$437.0K
0
-100%
减持
O
REALTY INCOME CORP
-$428.4K
22,217
-21%
清仓
IHI
ISHARES TR
-$419.0K
0
-100%
减持
EYLD
CAMBRIA ETF TR
-$417.0K
45,623
-11%
建仓
—
TE CONNECTIVITY PLC
+$410.3K
2,870
减持
IBDR
ISHARES TR
-$402.8K
260,723
-5%
减持
ORCL
ORACLE CORP
-$387.7K
5,313
-9%
减持
SNX
TD SYNNEX CORPORATION
-$383.2K
6,355
-24%
建仓
SCCO
SOUTHERN COPPER CORP
+$381.6K
4,186
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$381.3K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$375.3K
296
增持
LMT
LOCKHEED MARTIN CORP
+$363.8K
12,181
+2%
建仓
REZ
ISHARES TR
+$362.9K
4,479
清仓
IDU
ISHARES TR
-$361.7K
0
-100%
减持
IBDS
ISHARES TR
-$354.2K
193,213
-6%
建仓
CON
CONCENTRA GROUP HOLDINGS PAR
+$353.4K
17,868
增持
KBH
KB HOME
+$351.9K
9,248
+91%
清仓
IYK
ISHARES TR
-$339.5K
0
-100%
减持
OMC
OMNICOM GROUP INC
-$332.5K
11,449
-37%
减持
—
EXXON MOBIL CORP
-$329.4K
30,795
-9%
减持
QQQ
INVESCO QQQ TR
-$323.0K
5,276
-4%
清仓
AXON
AXON ENTERPRISE INC
-$320.4K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$320.0K
12,519
+2%
增持
PEP
PEPSICO INC
+$318.9K
13,793
+2%
建仓
REGN
REGENERON PHARMACEUTICALS
+$315.6K
443
建仓
SNPS
SYNOPSYS INC
+$315.5K
650
减持
UNP
UNION PAC CORP
-$313.3K
26,201
-4%
减持
SANM
SANMINA CORPORATION
-$312.5K
10,288
-8%
增持
TAX
EA SERIES TRUST
+$297.0K
267,972
+11%
减持
BMI
BADGER METER INC
-$296.7K
3,482
-18%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$287.9K
3,964
-30%
减持
CME
CME GROUP INC
-$286.2K
2,216
-24%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$273.3K
4,533
建仓
MU
MICRON TECHNOLOGY INC
+$271.9K
3,231
建仓
VNT
VONTIER CORPORATION
+$268.9K
7,373
减持
ECL
ECOLAB INC
-$265.9K
6,499
-2%
清仓
HWM
HOWMET AEROSPACE INC
-$250.0K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$248.0K
11,057
-4%
减持
UHS
UNIVERSAL HLTH SVCS INC
-$247.6K
3,303
-29%
减持
BOX
BOX INC
-$245.9K
21,536
-21%
清仓
NRG
NRG ENERGY INC
-$241.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$237.6K
0
-100%
建仓
NKE
NIKE INC
+$235.6K
3,114
减持
PSX
PHILLIPS 66
-$235.4K
41,468
-0%
清仓
DASH
DOORDASH INC
-$232.1K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$228.2K
3,695
-11%
减持
ABBV
ABBVIE INC
-$228.0K
4,195
-20%
减持
CVLT
COMMVAULT SYS INC
-$220.0K
5,143
-10%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$216.7K
538
建仓
IGE
ISHARES TR
+$215.4K
5,041
清仓
IJR
ISHARES TR
-$213.8K
0
-100%
增持
FDS
FACTSET RESH SYS INC
+$210.8K
3,194
+8%
减持
GOOGL
ALPHABET INC
+$207.1K
25,061
-3%
减持
DDIV
FIRST TR EXCHANGE TRADED FD
-$205.0K
50,788
-9%
建仓
INTU
INTUIT
+$204.8K
326
减持
CTAS
CINTAS CORP
-$201.7K
4,443
-2%
增持
—
LINDE PLC
-$190.5K
4,526
+2%
