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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 110 项
建仓 4
增持 51
减持 42
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$52.0M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$8.3M
2,737
-94%
增持
ORCL
ORACLE CORP
-$5.5M
70,299
+3%
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。
清仓
FISV
FISERV INC
-$4.7M
0
-100%
增持
LLY
ELI LILLY & CO
+$3.8M
11,999
+0%
清仓
—
NOVOCURE LTD
-$3.3M
0
-100%
增持
IVV
ISHARES TR
+$3.1M
23,668
+21%
增持
—
EATON CORP PLC
-$2.1M
39,685
+1%
减持
GOOGL
ALPHABET INC
+$2.0M
29,241
-1%
增持
OSEA
HARBOR ETF TRUST
+$1.7M
318,209
+19%
增持
MSFT
MICROSOFT CORP
-$1.6M
49,695
+0%
增持
URI
UNITED RENTALS INC
-$1.4M
10,439
+2%
增持
RTX
RTX CORPORATION
+$1.2M
71,823
+1%
增持
AMGN
AMGEN INC
+$1.2M
25,507
+1%
减持
AVGO
BROADCOM INC
+$1.2M
86,692
-1%
减持
IJH
ISHARES TR
-$1.2M
30,262
-38%
减持
CDW
CDW CORP
-$1.1M
37,042
-4%
增持
MS
MORGAN STANLEY
+$1.1M
57,344
+0%
减持
APD
AIR PRODS & CHEMS INC
-$1.1M
27,969
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
11,181
-0%
减持
CAT
CATERPILLAR INC
+$1.0M
10,825
-0%
增持
CSCO
CISCO SYS INC
+$987.8K
113,530
+0%
减持
MRK
MERCK & CO INC
+$934.3K
45,618
-1%
增持
—
AMRIZE LTD
+$899.2K
138,630
+2%
增持
AMP
AMERIPRISE FINL INC
+$838.1K
21,053
+9%
减持
AAPL
APPLE INC
+$813.5K
48,365
-0%
减持
SYY
SYSCO CORP
-$806.7K
54,471
-7%
建仓
SYM
SYMBOTIC INC
+$799.4K
13,435
减持
VRT
VERTIV HOLDINGS CO
+$766.6K
75,790
-1%
减持
AXP
AMERICAN EXPRESS CO
+$638.2K
16,931
-0%
增持
DHI
D R HORTON INC
-$636.5K
27,216
+1%
建仓
GEV
GE VERNOVA INC
+$598.7K
916
增持
PANW
PALO ALTO NETWORKS INC
-$594.8K
34,087
+1%
增持
HUBB
HUBBELL INC
+$589.8K
14,049
+7%
增持
NVDA
NVIDIA CORPORATION
+$564.6K
23,323
+15%
减持
FDX
FEDEX CORP
+$557.8K
10,603
-0%
清仓
SWK
STANLEY BLACK & DECKER INC
-$527.7K
0
-100%
清仓
OCSL
OAKTREE SPECIALTY LENDING CO
-$519.1K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$472.5K
2,750
+7%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$408.3K
7,025
增持
—
TE CONNECTIVITY PLC
+$401.4K
43,729
+1%
清仓
MSDL
MORGAN STANLEY DIRECT LENDIN
-$391.3K
0
-100%
增持
PSX
PHILLIPS 66
-$388.1K
58,326
+0%
增持
ABT
ABBOTT LABS
-$385.9K
49,640
+1%
建仓
NMFC
NEW MTN FIN CORP
+$385.0K
41,800
增持
TSCO
TRACTOR SUPPLY CO
-$364.5K
67,225
+3%
减持
SJM
SMUCKER J M CO
-$359.7K
12,700
-14%
增持
GOOG
ALPHABET INC
+$357.1K
4,320
+5%
增持
SCI
SERVICE CORP INTL
-$348.4K
75,000
+1%
增持
QXO
QXO INC
+$336.4K
304,725
+5%
减持
WM
WASTE MGMT INC DEL
-$292.8K
37,639
-3%
增持
CNI
CANADIAN NATL RY CO
+$275.8K
13,975
+19%
清仓
CRM
SALESFORCE INC
-$267.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$266.6K
42,053
-0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$247.9K
27,395
-0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$236.6K
23,905
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$235.6K
17,535
+1%
清仓
QUAL
ISHARES TR
-$229.5K
0
-100%
清仓
IVW
ISHARES TR
-$216.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$215.9K
44,277
+0%
增持
HD
HOME DEPOT INC
-$212.6K
3,713
+1%
减持
—
ACCENTURE PLC IRELAND
+$210.9K
22,561
-5%
清仓
QQQ
INVESCO QQQ TR
-$210.8K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
+$197.8K
6,927
-1%
增持
META
META PLATFORMS INC
-$185.9K
3,244
+2%
清仓
GUG
GUGGENHEIM ACTIVE ALLOC FD
-$179.4K
0
-100%
增持
CASY
CASEYS GEN STORES INC
+$173.4K
14,048
+5%
增持
—
CHUBB LIMITED
+$167.9K
2,126
+21%
增持
ABBV
ABBVIE INC
-$146.0K
48,257
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$140.8K
81,240
+1%
增持
CVX
CHEVRON CORP NEW
+$128.6K
58,617
+3%
减持
NSC
NORFOLK SOUTHN CORP
-$123.8K
10,075
-0%
增持
UNP
UNION PAC CORP
-$118.5K
35,167
+1%
增持
ADI
ANALOG DEVICES INC
+$118.1K
3,330
+4%
增持
AFG
AMERICAN FINL GROUP INC OHIO
-$116.0K
13,875
+0%
减持
CCAP
CRESCENT CAP BDC INC
-$110.4K
29,325
-20%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$102.5K
3,205
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$90.5K
7,739
+2%
增持
SRLN
SSGA ACTIVE ETF TR
+$87.5K
42,327
+6%
减持
AMT
AMERICAN TOWER CORP NEW
-$86.3K
2,856
-7%
减持
—
NXP SEMICONDUCTORS N V
-$81.7K
7,020
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$69.8K
8,000
-0%
减持
TRV
TRAVELERS COMPANIES INC
+$65.1K
6,905
-1%
增持
MCD
MCDONALDS CORP
+$63.3K
3,732
+5%
增持
NFLX
NETFLIX INC
-$62.7K
2,400
+900%
减持
IJR
ISHARES TR
-$60.8K
99,300
-2%
减持
BLK
BLACKROCK INC
-$57.7K
555
-1%
减持
AMZN
AMAZON COM INC
+$53.7K
5,830
-1%
减持
EEM
ISHARES TR
+$47.5K
38,040
-0%
增持
COP
CONOCOPHILLIPS
+$41.9K
3,090
+18%
减持
—
EXXON MOBIL CORP
+$39.2K
5,905
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$34.2K
20,695
+4%
减持
SO
SOUTHERN CO
-$31.6K
2,921
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$27.3K
4,415
+1%
增持
PM
PHILIP MORRIS INTL INC
+$19.7K
2,559
+6%
减持
MA
MASTERCARD INCORPORATED
-$18.2K
1,360
-3%
增持
KMI
KINDER MORGAN INC DEL
+$15.1K
21,350
+6%
减持
APO
APOLLO GLOBAL MGMT INC
-$13.4K
2,001
-12%
减持
V
VISA INC
+$12.9K
7,242
-2%
减持
AGG
ISHARES TR
-$9.9K
7,226
-1%
增持
IGSB
ISHARES TR
+$8.6K
27,821
+1%
减持
PEP
PEPSICO INC
+$8.5K
4,779
-1%
减持
BAC
BANK AMERICA CORP
-$8.1K
3,743
-10%
减持
SPY
SPDR S&P 500 ETF TR
+$6.3K
2,940
-2%
减持
IWR
ISHARES TR
-$4.7K
11,470
-0%
清仓
—
PROPHASE LABS INC
-$4.6K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.6K
3,310
-1%
减持
MBB
ISHARES TR
-$3.6K
3,175
-1%
增持
—
AON PLC
+$3.2K
3,960
+1%
清仓
—
CLEAN ENERGY TECHNOLOGIES IN
-$2.8K
0
-100%
