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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 14
增持 77
减持 27
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
JNJ
JOHNSON & JOHNSON
-$42.4M
47,946
-86%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$35.4M
69
-43%
清仓
CAN
CANAAN INC
-$7.2M
0
-100%
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
MRVL
MARVELL TECHNOLOGY INC
+$6.8M
80,445
建仓
—
AMRIZE LTD
+$6.6M
135,955
建仓
—
ACCENTURE PLC IRELAND
+$5.8M
23,691
建仓
QXO
QXO INC
+$5.5M
290,750
增持
IVV
ISHARES TR
+$4.7M
19,573
+45%
减持
AVGO
BROADCOM INC
-$4.2M
87,237
-27%
清仓
—
AMERICAN WTR WKS CO INC NEW
-$4.0M
0
-100%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$3.8M
27,466
增持
OSEA
HARBOR ETF TRUST
+$3.6M
268,444
+81%
增持
AAPL
APPLE INC
+$3.3M
48,443
+10%
增持
GOOGL
ALPHABET INC
+$3.1M
29,562
+28%
减持
BDX
BECTON DICKINSON & CO
-$2.7M
8,900
-65%
增持
ABBV
ABBVIE INC
+$2.6M
48,252
+5%
减持
ORCL
ORACLE CORP
+$2.6M
68,361
-10%
增持
CMI
CUMMINS INC
+$2.5M
20,617
+9%
增持
MSFT
MICROSOFT CORP
+$2.4M
49,508
+6%
增持
VRT
VERTIV HOLDINGS CO
+$2.3M
76,310
+7%
增持
—
TE CONNECTIVITY PLC
+$2.3M
43,490
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$2.3M
42,113
+11%
增持
RTX
RTX CORPORATION
+$1.9M
71,298
+4%
减持
URI
UNITED RENTALS INC
+$1.8M
10,278
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
11,196
+19%
增持
—
EATON CORP PLC
+$1.6M
39,475
+7%
增持
PSX
PHILLIPS 66
+$1.5M
58,186
+8%
增持
CVX
CHEVRON CORP NEW
+$1.4M
56,702
+10%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.4M
0
-100%
增持
MS
MORGAN STANLEY
+$1.4M
57,089
+4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.3M
23,753
+1%
增持
DHI
D R HORTON INC
+$1.1M
26,886
+1%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$1.1M
0
-100%
减持
IJR
ISHARES TR
-$1.1M
100,940
-16%
增持
CASY
CASEYS GEN STORES INC
+$1.1M
13,428
+5%
增持
CAT
CATERPILLAR INC
+$984.4K
10,850
+0%
增持
V
VISA INC
+$951.5K
7,402
+67%
增持
SRLN
SSGA ACTIVE ETF TR
+$929.8K
39,907
+127%
减持
UPS
UNITED PARCEL SERVICE INC
-$916.4K
3,645
-70%
增持
NVDA
NVIDIA CORPORATION
+$892.5K
20,287
+11%
增持
HD
HOME DEPOT INC
+$839.1K
3,678
+107%
增持
—
AON PLC
+$828.8K
3,910
+147%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$766.4K
103,750
+166%
增持
HUBB
HUBBELL INC
+$754.7K
13,129
+10%
增持
META
META PLATFORMS INC
+$743.3K
3,169
+48%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$737.1K
4,360
+46%
增持
CDW
CDW CORP
-$728.1K
38,632
+0%
增持
AMZN
AMAZON COM INC
+$722.6K
5,884
+127%
增持
UNP
UNION PAC CORP
+$700.7K
34,917
+6%
建仓
APA
APA CORPORATION
+$679.8K
28,000
建仓
BLK
BLACKROCK INC
+$651.7K
559
增持
AMP
AMERIPRISE FINL INC
-$649.4K
19,308
+2%
建仓
KEY
KEYCORP
+$635.5K
34,000
增持
CNI
CANADIAN NATL RY CO
+$627.1K
11,725
+155%
增持
LLY
ELI LILLY & CO
+$605.7K
11,979
+9%
增持
IWM
ISHARES TR
+$605.1K
5,451
+65%
清仓
IVE
ISHARES TR
-$590.4K
0
-100%
增持
SJM
SMUCKER J M CO
+$585.5K
14,750
+43%
增持
MA
MASTERCARD INCORPORATED
+$582.8K
1,397
+271%
建仓
KMI
KINDER MORGAN INC DEL
+$571.9K
20,200
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$539.1K
3,200
减持
PEP
PEPSICO INC
-$504.8K
4,823
-46%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$504.0K
19,963
+99%
增持
AGG
ISHARES TR
+$483.7K
7,298
+192%
增持
SYY
SYSCO CORP
+$478.1K
58,546
+2%
清仓
ADBE
ADOBE INC
-$463.1K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$424.0K
33,757
+7%
增持
FISV
FISERV INC
-$392.6K
36,469
+23%
增持
ABT
ABBOTT LABS
+$388.0K
49,315
+8%
减持
VBK
VANGUARD INDEX FDS
-$384.4K
1,500
-50%
增持
SCI
SERVICE CORP INTL
+$378.9K
74,455
+4%
增持
NEE
NEXTERA ENERGY INC
+$374.5K
44,227
+4%
增持
AXP
AMERICAN EXPRESS CO
+$367.4K
16,936
+3%
增持
GOOG
ALPHABET INC
+$360.0K
4,100
+14%
增持
CTVA
CORTEVA INC
-$349.4K
72,615
+3%
清仓
—
ARDAGH METAL PACKAGING S A
-$346.7K
0
-100%
增持
IWR
ISHARES TR
+$323.9K
11,485
+35%
减持
CRM
SALESFORCE INC
-$320.9K
1,129
-48%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$315.6K
3,350
+68%
增持
MRK
MERCK & CO INC
+$315.3K
46,079
+3%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$307.3K
13,810
+2%
建仓
TXN
TEXAS INSTRS INC
+$294.0K
1,600
建仓
TSLA
TESLA INC
+$271.3K
610
减持
KO
COCA COLA CO
-$254.3K
19,067
-11%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$250.1K
39,776
-29%
建仓
DUK
DUKE ENERGY CORP NEW
+$217.2K
1,755
清仓
MRSH
MARSH & MCLENNAN COS INC
-$215.8K
0
-100%
增持
AMGN
AMGEN INC
+$214.1K
25,202
+2%
建仓
BAC
BANK AMERICA CORP
+$214.0K
4,148
清仓
PGR
PROGRESSIVE CORP
-$211.8K
0
-100%
清仓
DIS
DISNEY WALT CO
-$208.1K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$196.4K
3,195
+29%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$194.8K
17,420
+7%
清仓
BILS
SPDR SERIES TRUST
-$192.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$182.1K
3,000
+2%
增持
APD
AIR PRODS & CHEMS INC
+$178.0K
29,289
+6%
减持
—
GRAB HOLDINGS LIMITED
-$177.4K
113,000
-34%
增持
LMT
LOCKHEED MARTIN CORP
+$174.4K
4,655
+0%
减持
VUG
VANGUARD INDEX FDS
-$164.1K
2,400
-20%
清仓
VYM
VANGUARD WHITEHALL FDS
-$160.0K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
+$149.6K
2,565
-0%
清仓
MUB
ISHARES TR
-$149.4K
0
-100%
清仓
IJT
ISHARES TR
-$146.3K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$146.3K
47,100
-3%
增持
MCD
MCDONALDS CORP
+$142.1K
3,545
+11%
增持
CUBE
CUBESMART
+$141.0K
29,600
+18%
减持
IJH
ISHARES TR
-$138.9K
48,972
-9%
增持
MBB
ISHARES TR
+$133.2K
3,215
+75%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$128.7K
3,158
+22%
增持
—
CHUBB LIMITED
+$124.5K
1,756
+37%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$114.3K
0
-100%
增持
FDX
FEDEX CORP
+$108.5K
10,623
+1%
清仓
IEMG
ISHARES INC
-$106.9K
0
-100%
增持
ACWX
ISHARES TR
+$98.2K
6,160
+24%
增持
TRV
TRAVELERS COMPANIES INC
+$94.4K
6,940
+1%
清仓
VTI
VANGUARD INDEX FDS
-$90.5K
0
-100%
清仓
SDY
SPDR SERIES TRUST
-$86.9K
0
-100%
清仓
TIP
ISHARES TR
-$85.3K
0
-100%
增持
HON
HONEYWELL INTL INC
-$82.2K
12,100
+7%
清仓
VOT
VANGUARD INDEX FDS
-$65.4K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$64.1K
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$58.1K
0
-100%
清仓
GLD
SPDR GOLD TR
-$56.4K
0
-100%
减持
IGSB
ISHARES TR
-$55.9K
27,581
-4%
增持
INTU
INTUIT
+$55.4K
411
+44%
减持
QCOM
QUALCOMM INC
+$53.1K
11,969
-2%
增持
—
EXXON MOBIL CORP
+$52.9K
5,955
+4%
增持
QQQ
INVESCO QQQ TR
+$45.3K
351
+17%
增持
DLR
DIGITAL RLTY TR INC
+$44.6K
30,338
+2%
减持
IVW
ISHARES TR
-$41.5K
1,790
-24%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$41.4K
0
-100%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$39.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$36.9K
2,988
-4%
清仓
IMVP
INVESCO INDIA EXCHANGE-TRADE
-$36.8K
0
-100%
减持
VDE
VANGUARD WORLD FD
+$29.4K
5,240
-1%
增持
AMT
AMERICAN TOWER CORP NEW
-$29.4K
3,056
+9%
减持
EMR
EMERSON ELEC CO
-$27.9K
2,133
-8%
清仓
IXUS
ISHARES TR
-$26.4K
0
-100%
减持
CCAP
CRESCENT CAP BDC INC
-$25.5K
36,635
-6%
增持
SO
SOUTHERN CO
+$24.6K
3,021
+6%
减持
EEM
ISHARES TR
+$23.8K
38,084
-9%
增持
COST
COSTCO WHSL CORP NEW
-$19.9K
309
+0%
增持
CSCO
CISCO SYS INC
-$19.7K
113,380
+1%
清仓
IEF
ISHARES TR
-$14.4K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.0K
5,220
+3%
清仓
GOVT
ISHARES TR
-$11.3K
0
-100%
减持
QUAL
ISHARES TR
-$9.6K
1,180
-10%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$8.5K
0
-100%
清仓
CUT
INVESCO EXCH TRADED FD TR II
-$7.2K
0
-100%
清仓
DGRO
ISHARES TR
-$6.0K
0
-100%
