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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 39
增持 62
减持 28
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
—
ISHARES TR
-$8.0M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$8.0M
5,297
-72%
增持
WMT
WALMART INC
+$6.4M
77,336
+215%
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。
增持
NFLX
NETFLIX INC
+$5.8M
88,775
+3053%
建仓
BITB
BITWISE BITCOIN ETF TR
+$4.8M
100,358
减持
KR
KROGER CO
-$4.8M
264,882
-24%
减持
JNJ
JOHNSON & JOHNSON
-$4.6M
13,923
-73%
清仓
KEY
KEYCORP
-$4.4M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$4.4M
18,608
-36%
增持
AVGO
BROADCOM INC
+$4.0M
34,444
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.9M
28,020
+105%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.6M
2,019
-93%
减持
COR
CENCORA INC
+$3.4M
33,242
-4%
减持
—
MEDTRONIC PLC
-$3.2M
14,277
-75%
增持
SYK
STRYKER CORPORATION
+$3.1M
17,704
+104%
增持
ZTS
ZOETIS INC
+$2.9M
29,613
+510%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.9M
21,325
+56%
增持
APH
AMPHENOL CORP NEW
+$2.8M
30,076
+61%
增持
IBDS
ISHARES TR
+$2.7M
301,658
+56%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.6M
29,361
+3%
增持
ADI
ANALOG DEVICES INC
+$2.6M
37,271
+6%
增持
PH
PARKER-HANNIFIN CORP
+$2.6M
9,758
+3%
增持
MSFT
MICROSOFT CORP
+$2.3M
35,560
+1%
减持
GOOGL
ALPHABET INC
+$2.3M
22,516
-10%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
58,357
-9%
清仓
CBSH
COMMERCE BANCSHARES INC
-$2.1M
0
-100%
增持
IBDR
ISHARES TR
+$1.9M
337,230
+29%
增持
LLY
ELI LILLY & CO
+$1.9M
5,169
+8%
清仓
BRO
BROWN & BROWN INC
-$1.8M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
16,129
+14%
建仓
APP
APPLOVIN CORP
+$1.8M
2,624
建仓
BPOP
POPULAR INC
+$1.7M
13,974
增持
IBDT
ISHARES TR
+$1.7M
133,464
+99%
减持
CSCO
CISCO SYS INC
+$1.7M
101,475
-2%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$1.7M
23,007
减持
GD
GENERAL DYNAMICS CORP
+$1.6M
25,940
-4%
增持
VGT
VANGUARD WORLD FD
+$1.6M
10,816
+2%
建仓
VOO
VANGUARD INDEX FDS
+$1.6M
2,472
增持
KLAC
KLA CORP
+$1.5M
1,787
+81%
减持
AAPL
APPLE INC
+$1.4M
70,561
-1%
建仓
IWF
ISHARES TR
+$1.4M
2,932
增持
IBDU
ISHARES TR
+$1.4M
122,269
+87%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$1.4M
0
-100%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
22,661
+8%
增持
MS
MORGAN STANLEY
+$1.3M
12,041
+85%
清仓
TTD
THE TRADE DESK INC
-$1.3M
0
-100%
增持
ATO
ATMOS ENERGY CORP
+$1.2M
9,329
+304%
建仓
TJX
TJX COS INC NEW
+$1.2M
7,973
建仓
L
LOEWS CORP
+$1.2M
11,400
建仓
IYZ
ISHARES TR
+$1.2M
35,335
减持
AMGN
AMGEN INC
+$1.2M
22,249
-5%
建仓
YELP
YELP INC
+$1.2M
38,525
减持
TXN
TEXAS INSTRS INC
-$1.2M
29,840
-12%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
10,340
-6%
增持
—
CHUBB LIMITED
+$1.1M
26,411
+2%
增持
EA
ELECTRONIC ARTS INC
+$1.1M
10,402
+43%
增持
—
EXXON MOBIL CORP
+$1.1M
36,283
+18%
建仓
VRSN
VERISIGN INC
+$1.0M
4,267
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.0M
7,925
+22%
增持
IWLG
NEW YORK LIFE INVTS ACTIVE E
+$1.0M
102,978
+7%
建仓
CAH
CARDINAL HEALTH INC
+$1.0M
4,902
增持
NYT
NEW YORK TIMES CO
+$977.8K
29,074
+45%
建仓
DASH
DOORDASH INC
+$974.4K
4,303
增持
MU
MICRON TECHNOLOGY INC
+$966.8K
4,340
+34%
建仓
AM
ANTERO MIDSTREAM CORP
+$939.0K
52,780
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$933.6K
4,605
-67%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$932.8K
12,167
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$929.9K
53,177
+3%
建仓
IDU
ISHARES TR
+$918.0K
8,473
增持
V
VISA INC
+$916.2K
15,319
+9%
增持
SANM
SANMINA CORPORATION
+$890.2K
11,121
+8%
增持
—
TECHNIPFMC PLC
+$888.5K
34,891
+52%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$880.0K
6,386
增持
—
FLEX LTD
+$855.4K
22,713
+69%
清仓
HESM
HESS MIDSTREAM LP
-$848.3K
0
-100%
清仓
MKC
MCCORMICK & CO INC
-$844.5K
0
-100%
建仓
EBAY
EBAY INC.
+$843.2K
9,681
建仓
NEU
NEWMARKET CORP
+$830.3K
1,208
建仓
LRCX
LAM RESEARCH CORP
+$829.4K
4,845
清仓
GS
GOLDMAN SACHS GROUP INC
-$828.2K
0
-100%
清仓
PAGP
PLAINS GP HLDGS L P
-$813.5K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$810.3K
12,967
+4%
建仓
MPC
MARATHON PETE CORP
+$782.9K
4,815
增持
CRWD
CROWDSTRIKE HLDGS INC
+$779.7K
2,747
+85%
清仓
CVLT
COMMVAULT SYS INC
-$776.5K
0
-100%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$762.9K
1,494
清仓
IYJ
ISHARES TR
-$762.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$755.5K
6,474
+22%
清仓
—
PIPER SANDLER COMPANIES
-$753.0K
0
-100%
减持
FDS
FACTSET RESH SYS INC
-$747.2K
2,712
-15%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$746.8K
11,954
建仓
IWD
ISHARES TR
+$746.7K
3,550
清仓
BMI
BADGER METER INC
-$739.3K
0
-100%
增持
HCA
HCA HEALTHCARE INC
+$729.1K
2,747
+49%
增持
APD
AIR PRODS & CHEMS INC
-$713.6K
20,071
+3%
清仓
MTX
MINERALS TECHNOLOGIES INC
-$705.3K
0
-100%
增持
ABT
ABBOTT LABS
+$704.2K
53,910
+1%
增持
BLK
BLACKROCK INC
+$702.9K
8,613
+4%
增持
JKHY
HENRY JACK & ASSOC INC
+$694.3K
35,137
+8%
增持
RTX
RTX CORPORATION
+$690.7K
9,750
+3%
增持
META
META PLATFORMS INC
+$688.2K
8,261
+2%
增持
NEE
NEXTERA ENERGY INC
+$685.8K
76,773
+0%
增持
OMC
OMNICOM GROUP INC
+$669.6K
20,493
+79%
建仓
PSTG
PURE STORAGE INC
+$664.9K
9,923
增持
EYLD
CAMBRIA ETF TR
+$651.0K
54,254
+19%
增持
PG
PROCTER AND GAMBLE CO
-$647.9K
42,366
+6%
减持
GOOG
ALPHABET INC
-$640.0K
1,855
-71%
增持
ISRG
INTUITIVE SURGICAL INC
+$637.9K
2,111
+97%
清仓
—
TRI POINTE HOMES INC
-$619.7K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$617.4K
6,179
增持
FFIV
F5 INC
+$609.5K
3,666
+183%
减持
PSX
PHILLIPS 66
+$596.0K
41,231
-1%
增持
QQQ
INVESCO QQQ TR
+$593.8K
5,357
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$575.3K
2,718
+108%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$570.7K
5,945
+50%
建仓
QCOM
QUALCOMM INC
+$568.9K
3,326
建仓
IBB
ISHARES TR
+$562.8K
3,335
清仓
CI
THE CIGNA GROUP
-$561.7K
0
-100%
建仓
BA
BOEING CO
+$555.3K
2,557
增持
O
REALTY INCOME CORP
+$549.7K
30,808
+39%
减持
AFL
AFLAC INC
-$535.9K
17,659
-26%
增持
SNX
TD SYNNEX CORPORATION
+$534.3K
8,520
+34%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$517.7K
6,840
-12%
减持
FYLD
CAMBRIA ETF TR
+$512.0K
93,902
-7%
减持
TSLA
TESLA INC
-$509.9K
1,722
-46%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$508.6K
5,051
+53%
建仓
SO
SOUTHERN CO
+$506.7K
5,811
建仓
IETC
ISHARES U S ETF TR
+$505.2K
4,973
增持
ABBV
ABBVIE INC
+$488.0K
5,400
+29%
增持
DDIV
FIRST TR EXCHANGE TRADED FD
+$480.7K
57,750
+14%
减持
IYF
ISHARES TR
-$473.0K
5,019
-50%
建仓
APO
APOLLO GLOBAL MGMT INC
+$468.9K
3,239
减持
MAS
MASCO CORP
-$465.0K
3,486
-63%
建仓
WDC
WESTERN DIGITAL CORP
+$458.4K
2,661
清仓
—
SELECT MED HLDGS CORP
-$456.8K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$451.6K
1,445
减持
PANW
PALO ALTO NETWORKS INC
-$450.6K
2,763
-48%
增持
ANET
ARISTA NETWORKS INC
+$447.1K
17,289
+5%
增持
EMR
EMERSON ELEC CO
+$439.9K
42,814
+1%
清仓
IYG
ISHARES TR
-$427.2K
0
-100%
增持
UNP
UNION PAC CORP
+$419.9K
27,645
+6%
减持
SMH
VANECK ETF TRUST
+$416.4K
4,146
-7%
建仓
IJR
ISHARES TR
+$413.4K
3,440
清仓
—
TE CONNECTIVITY PLC
-$410.3K
0
-100%
建仓
MUB
ISHARES TR
+$407.4K
3,803
减持
FLOT
ISHARES TR
-$394.4K
124,280
-6%
建仓
HWM
HOWMET AEROSPACE INC
+$393.0K
1,917
建仓
AOA
ISHARES TR
+$390.9K
4,365
清仓
SCCO
SOUTHERN COPPER CORP
-$381.6K
0
-100%
建仓
TPR
TAPESTRY INC
+$378.8K
2,965
