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Nordwand Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Nordwand Advisors, LLC
报告期 2026-03-31 · CIK 0001962713
持仓数
150
前50大市值合计
$462.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 107
增持 32
减持 6
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON &JOHNSON
-$46.8M
335,846
-43%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$40.3M
120
-25%
建仓
AVGO
BROADCOM INC
+$33.0M
119,732
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。
建仓
VV
VANGUARD INDEX FDS
+$24.8M
87,000
建仓
ORCL
ORACLE CORP
+$16.6M
76,104
增持
MSFT
MICROSOFT CORP
+$15.5M
46,729
+126%
建仓
—
EATON CORP PLC
+$13.2M
37,029
建仓
IJR
ISHARES TR
+$13.1M
119,590
增持
JPM
JPMORGAN CHASE &CO.
+$10.9M
37,850
+8522%
建仓
AMP
AMERIPRISE FINL INC
+$10.1M
18,988
增持
RTX
RTX CORPORATION
+$10.0M
68,465
+27286%
建仓
VRT
VERTIV HOLDINGS CO
+$9.2M
71,545
建仓
WM
WASTE MGMT INC DEL
+$8.9M
38,774
建仓
LLY
ELI LILLY & CO
+$8.5M
10,948
增持
ABBV
ABBVIE INC
+$8.5M
46,166
+9478%
建仓
URI
UNITED RENTALS INC
+$8.0M
10,594
增持
IVV
ISHARES TR
+$7.9M
13,483
+1556%
增持
APD
AIR PRODS &CHEMS INC
+$7.8M
27,688
+61429%
增持
CSCO
CISCO SYS INC
+$7.7M
112,095
+14458%
增持
MS
MORGAN STANLEY
+$7.7M
54,724
+48328%
建仓
UNP
UNION PAC CORP
+$7.6M
32,826
增持
CVX
CHEVRON CORP NEW
+$7.3M
51,512
+7911%
增持
AAPL
APPLE INC
+$7.3M
44,236
+442%
建仓
—
TE CONNECTIVITY PLC
+$7.2M
42,890
建仓
CAN
CANAAN INC
+$7.2M
24,013
建仓
AMGN
AMGEN INC
+$6.9M
24,705
建仓
CDW
CDW CORP
+$6.9M
38,532
建仓
CASY
CASEYS GEN STORES INC
+$6.5M
12,789
建仓
PANW
PALO ALTO NETWORKS INC
+$6.4M
31,517
建仓
PSX
PHILLIPS 66
+$6.4M
53,681
建仓
ABT
ABBOTT LABS
+$6.2M
45,711
建仓
CMI
CUMMINS INC
+$6.2M
18,855
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$5.9M
23,566
建仓
SCI
SERVICE CORP INTL
+$5.8M
71,465
建仓
CTVA
CORTEVA INC
+$5.3M
70,580
增持
AXP
AMERICAN EXPRESS CO
+$5.2M
16,484
+12110%
建仓
DLR
DIGITAL RLTY TR INC
+$5.2M
29,830
建仓
FISV
FISERV INC
+$5.1M
29,549
建仓
HUBB
HUBBELL INC
+$4.9M
11,985
建仓
SYY
SYSCO CORP
+$4.3M
57,336
建仓
BDX
BECTON DICKINSON & CO
+$4.3M
25,197
增持
GOOGL
ALPHABET INC
+$4.1M
23,060
+56144%
增持
CAT
CATERPILLAR INC
+$4.1M
10,800
+2471%
建仓
—
AMERICAN WTR WKS CO INC NEW
+$4.0M
28,465
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$4.0M
16,270
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$3.8M
9,403
增持
MRK
MERCK &CO INC
+$3.5M
44,872
+4772%
建仓
TSCO
TRACTOR SUPPLY CO
+$3.5M
65,525
建仓
DHI
D R HORTON INC
+$3.4M
26,551
建仓
IJH
ISHARES TR
+$3.3M
53,770
建仓
NEE
NEXTERA ENERGY INC
+$3.0M
42,700
建仓
HSY
HERSHEY CO
+$2.7M
16,300
增持
HON
HONEYWELL INTL INC
+$2.6M
11,290
+17269%
建仓
NSC
NORFOLK SOUTHN CORP
+$2.6M
10,095
建仓
FDX
FEDEX CORP
+$2.4M
10,543
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.4M
48,637
+3887%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
18,308
+187%
建仓
LMT
LOCKHEED MARTIN CORP
+$2.1M
4,641
增持
EEM
ISHARES TR
+$2.0M
41,665
+6128%
建仓
QCOM
QUALCOMM INC
+$1.9M
12,169
减持
—
ARDAGH METAL PACKAGING S A
-$1.9M
81,000
-89%
增持
TRV
TRAVELERS COMPANIES INC
+$1.8M
6,890
+4493%
建仓
PH
PARKER-HANNIFIN CORP
+$1.8M
2,570
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$1.7M
13,510
建仓
—
NXP SEMICONDUCTORS N V
+$1.5M
7,050
增持
V
VISA INC
+$1.5M
4,436
+3757%
建仓
TD
TORONTO DOMINION BK ONT
+$1.5M
20,800
建仓
KO
COCA COLA CO
+$1.5M
21,467
建仓
IGSB
ISHARES TR
+$1.5M
28,781
建仓
COF
CAPITAL ONE FINL CORP
+$1.5M
6,967
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
2,995
建仓
STZ
CONSTELLATION BRANDS INC
+$1.4M
8,765
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.4M
7,589
建仓
VUG
VANGUARD INDEX FDS
+$1.3M
3,000
增持
META
META PLATFORMS INC
+$1.3M
2,146
+290%
建仓
VNQ
VANGUARD INDEX FDS
+$1.2M
13,933
增持
UPS
UNITED PARCEL SERVICE INC
+$1.2M
12,095
+24090%
增持
CSX
CSX CORP
+$1.2M
37,482
+8229%
建仓
PEP
PEPSICO INC
+$1.2M
8,953
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$1.1M
15,100
建仓
UGI
UGI CORP NEW
+$1.1M
30,600
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
5,044
+198%
建仓
CUBE
CUBESMART
+$1.1M
25,000
建仓
SJM
SMUCKER J M CO
+$1.0M
10,350
建仓
MCD
MCDONALDS CORP
+$935.2K
3,201
建仓
AFL
AFLAC INC
+$909.6K
8,625
建仓
VBK
VANGUARD INDEX FDS
+$830.8K
3,000
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$798.1K
2,588
建仓
IWR
ISHARES TR
+$785.0K
8,535
建仓
IWM
ISHARES TR
+$713.8K
3,308
建仓
PRU
PRUDENTIAL FINL INC
+$703.8K
6,551
建仓
HD
HOME DEPOT INC
+$651.2K
1,776
清仓
FSK
FS KKR CAP CORP
-$646.3K
0
-100%
建仓
GD
GENERAL DYNAMICS CORP
+$645.7K
2,214
建仓
GOOG
ALPHABET INC
+$638.6K
3,600
建仓
VDE
VANGUARD WORLD FD
+$630.1K
5,290
建仓
—
EXXON MOBIL CORP
+$618.6K
5,738
建仓
AMT
AMERICAN TOWER CORP NEW
+$617.1K
2,792
建仓
ADI
ANALOG DEVICES INC
+$588.6K
2,473
建仓
CRM
SALESFORCE INC
+$588.5K
2,158
建仓
—
AON PLC
+$565.5K
1,585
建仓
KMB
KIMBERLY-CLARK CORP
+$544.0K
4,220
建仓
BND
VANGUARD BD INDEX FDS
+$539.3K
7,325
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$508.7K
10,038
建仓
SWK
STANLEY BLACK & DECKER INC
+$481.0K
7,100
建仓
CNI
CANADIAN NATL RY CO
+$478.6K
4,600
增持
PG
PROCTER AND GAMBLE CO
+$474.7K
3,113
+2390%
建仓
ADBE
ADOBE INC
+$463.1K
1,197
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$407.3K
1,990
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$371.2K
8,020
建仓
—
CHUBB LIMITED
+$371.1K
1,281
建仓
—
TRANE TECHNOLOGIES PLC
+$356.1K
814
增持
PM
PHILIP MORRIS INTL INC
+$352.9K
2,409
+345%
建仓
ALL
ALLSTATE CORP
+$352.3K
1,750
建仓
APO
APOLLO GLOBAL MGMT INC
+$322.6K
2,274
建仓
COST
COSTCO WHSL CORP NEW
+$305.8K
308
建仓
ACWX
ISHARES TR
+$302.3K
4,960
增持
EMR
EMERSON ELEC CO
+$288.5K
2,308
+1219%
建仓
KWR
QUAKER HOUGHTON
+$279.9K
2,500
增持
AMZN
AMAZON COM INC
+$273.7K
2,595
+67%
建仓
SO
SOUTHERN CO
+$261.7K
2,850
建仓
MINT
PIMCO ETF TR
+$259.3K
2,579
建仓
IVW
ISHARES TR
+$257.6K
2,340
增持
AGG
ISHARES TR
+$245.2K
2,499
+9156%
建仓
SCHB
SCHWAB STRATEGIC TR
+$243.1K
10,200
建仓
QUAL
ISHARES TR
+$239.1K
1,308
建仓
COP
CONOCOPHILLIPS
+$234.7K
2,615
建仓
INTU
INTUIT
+$225.6K
286
建仓
MRSH
MARSH & MCLENNAN COS INC
+$215.8K
987
建仓
MA
MASTERCARD INCORPORATED
+$211.9K
377
建仓
PGR
PROGRESSIVE CORP
+$211.8K
793
增持
DIS
DISNEY WALT CO
+$206.4K
1,678
+9771%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$193.7K
342
建仓
BILS
SPDR SERIES TRUST
+$192.2K
1,933
建仓
MBB
ISHARES TR
+$172.8K
1,840
减持
MSDL
MORGAN STANLEY DIRECT LENDIN
-$166.9K
24,336
-22%
建仓
VYM
VANGUARD WHITEHALL FDS
+$160.0K
1,200
建仓
MUB
ISHARES TR
+$149.4K
1,430
增持
QQQ
INVESCO QQQ TR
+$147.1K
300
+669%
建仓
IJT
ISHARES TR
+$146.3K
1,100
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$146.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$138.3K
2,940
-2%
清仓
TSLA
TESLA INC
-$116.6K
0
-100%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$114.2K
56,311
-2%
清仓
GS
GOLDMAN SACHS GROUP INC
-$101.1K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$90.5K
297
清仓
C
CITIGROUP INC
-$88.7K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$86.9K
640
建仓
TIP
ISHARES TR
+$85.3K
775
增持
IVE
ISHARES TR
+$75.8K
3,021
+12%
