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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 112 项
建仓 11
增持 52
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
EMBJ
EMBRAER S.A.
+$6.3M
106,915
建仓
—
NORWEGIAN CRUISE LINE HLDGS
+$5.7M
302,740
增持
MSFT
MICROSOFT CORP
-$5.4M
50,286
+1%
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
AVGO
BROADCOM INC
-$5.1M
80,488
-7%
增持
PSX
PHILLIPS 66
+$3.6M
61,296
+5%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$3.3M
3,903
-78%
增持
CVX
CHEVRON CORPORATION
+$3.3M
59,002
+1%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
16,772
-26%
增持
ORCL
ORACLE CORP
-$2.7M
75,113
+7%
减持
LLY
ELI LILLY & CO
-$2.0M
11,794
-2%
减持
CASY
CASEYS GEN STORES INC
+$2.0M
13,433
-4%
减持
VRT
VERTIV HOLDINGS CO
+$2.0M
57,026
-25%
清仓
SPY
SPDR S&P 500 ETF TR
-$2.0M
0
-100%
建仓
AIG
AMERICAN INTL GROUP INC
+$1.8M
24,410
增持
—
EATON CORP PLC
+$1.7M
40,230
+1%
减持
RTX
RTX CORPORATION
-$1.6M
59,988
-16%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.6M
85,420
+5%
建仓
CALM
CAL MAINE FOODS INC
+$1.5M
18,815
减持
AAPL
APPLE INC
-$1.4M
46,443
-4%
减持
CDW
CDW CORP
-$1.3M
30,862
-17%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.3M
24,105
+1%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$1.3M
28,249
+1%
减持
GOOGL
ALPHABET INC
-$1.1M
27,867
-5%
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
32,191
-6%
增持
JPM
JPMORGAN CHASE & CO
-$1.1M
42,268
+1%
增持
AFG
AMERICAN FINANCIAL GROUP INC
+$1.1M
23,475
+69%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$1.0M
109,943
-16%
增持
AXP
AMERICAN EXPRESS CO
-$1.0M
17,386
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.0M
11,141
-0%
减持
BDX
BECTON DICKINSON & CO
-$988.2K
4,700
-47%
增持
HUBB
HUBBELL INC
+$986.4K
14,724
+5%
减持
AMP
AMERIPRISE FINL INC
-$982.7K
21,018
-0%
增持
ABT
ABBOTT LABORATORIES
-$904.6K
51,766
+4%
减持
IJR
ISHARES TR
-$881.2K
90,612
-9%
增持
DLR
DIGITAL RLTY TR INC
+$783.5K
30,393
+0%
增持
NEE
NEXTERA ENERGY INC
+$735.6K
46,190
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$707.5K
32,240
+65%
增持
MRK
MERCK & CO INC
+$698.9K
45,728
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$698.7K
26,112
-38%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$698.2K
60,925
增持
MS
MORGAN STANLEY
-$693.8K
57,644
+1%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$684.0K
31,296
+14%
增持
AMGN
AMGEN INC
+$636.5K
25,537
+0%
减持
QCOM
QUALCOMM INC
-$609.0K
11,169
-7%
增持
CNI
CANADIAN NATL RY CO
+$571.7K
19,005
+36%
增持
CSCO
CISCO SYS INC
+$554.3K
119,855
+6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$522.7K
1,485
-54%
减持
OSEA
HARBOR ETF TRUST
-$510.4K
314,868
-1%
增持
UNP
UNION PAC CORP
+$507.8K
35,622
+1%
增持
—
AMRIZE LTD
+$488.8K
142,555
+3%
增持
URI
UNITED RENTALS INC
-$464.9K
10,958
+5%
减持
V
VISA INC
-$456.8K
6,892
-5%
清仓
KMB
KIMBERLY-CLARK CORP
-$425.8K
0
-100%
增持
QXO
QXO INC
+$423.6K
324,500
+6%
清仓
CCAP
CRESCENT CAP BDC INC
-$412.0K
0
-100%
减持
—
AON PLC
-$401.6K
3,085
-22%
增持
WM
WASTE MGMT INC DEL
+$392.0K
37,694
+0%
清仓
ALL
ALLSTATE CORP
-$364.3K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$361.5K
0
-100%
增持
SCI
SERVICE CORP INTL
+$348.8K
75,100
+0%
减持
PH
PARKER-HANNIFIN CORP
-$331.2K
2,330
-15%
减持
META
META PLATFORMS INC
-$296.8K
3,224
-1%
增持
MINT
PIMCO ETF TR
+$294.7K
5,503
+113%
增持
—
TE CONNECTIVITY PLC
-$291.2K
46,204
+6%
清仓
APO
APOLLO GLOBAL MGMT INC
-$289.7K
0
-100%
清仓
INTU
INTUIT
-$272.6K
0
-100%
增持
GEV
GE VERNOVA INC
+$270.7K
996
+9%
减持
CMI
CUMMINS INC
+$242.9K
20,012
-3%
增持
IGSB
ISHARES TR
+$240.4K
32,565
+17%
增持
NVDA
NVIDIA CORPORATION
-$210.7K
23,733
+2%
增持
TSCO
TRACTOR SUPPLY CO
-$206.8K
69,650
+4%
建仓
QQQ
INVESCO QQQ TR
+$203.7K
353
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$203.6K
602
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$194.6K
4,225
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$191.7K
43,301
-8%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$172.3K
2,200
-31%
增持
ADI
ANALOG DEVICES INC
+$172.2K
3,380
+2%
增持
DHI
D R HORTON INC
-$168.2K
27,341
+0%
增持
—
CHUBB LTD SWITZ
+$161.4K
2,531
+19%
减持
SYY
SYSCO CORP
-$160.7K
54,021
-1%
减持
AMT
AMERICAN TOWER CORP
-$160.6K
1,975
-31%
增持
ABBV
ABBVIE INC
+$154.3K
51,407
+7%
减持
MA
MASTERCARD INCORPORATED
-$146.8K
1,260
-7%
减持
GOOG
ALPHABET INC
-$119.2K
4,310
-0%
减持
BLK
BLACKROCK INC
-$108.4K
505
-9%
减持
IJH
ISHARES TR
-$86.9K
28,289
-7%
减持
—
TRANE TECHNOLOGIES PLC
-$77.2K
575
-29%
减持
CAT
CATERPILLAR INC
-$76.7K
8,645
-20%
增持
SYM
SYMBOTIC INC
-$74.0K
13,635
+1%
减持
VNQ
VANGUARD INDEX FDS
-$51.6K
13,318
-4%
增持
HD
HOME DEPOT INC
-$48.3K
3,738
+1%
增持
IWR
ISHARES TR
+$42.6K
11,795
+3%
减持
EEM
ISHARES TR
-$41.9K
35,909
-6%
增持
IWM
ISHARES TR
+$36.1K
5,556
+2%
增持
IVV
ISHARES TR
+$32.9K
24,868
+5%
增持
MCD
MCDONALDS CORP
+$25.5K
3,752
+1%
增持
ACWX
ISHARES TR
+$20.2K
6,335
+3%
增持
PG
PROCTER & GAMBLE CO
+$14.2K
3,063
+3%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$13.9K
357
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$13.1K
20,945
+1%
减持
PEP
PEPSICO INC
+$12.0K
4,494
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.2K
3,430
+4%
建仓
—
CAPTIVISION INC
+$9.8K
25,000
建仓
SGLY
SINGULARITY FUTURE TECH LTD
+$6.2K
15,000
建仓
FTHM
FATHOM HOLDINGS INC
+$5.8K
11,000
增持
AMZN
AMAZON COM INC
-$5.7K
6,434
+10%
减持
CUBE
CUBESMART
-$4.2K
29,000
-2%
减持
PM
PHILIP MORRIS INTL INC
-$3.9K
2,459
-4%
增持
BAC
BANK AMERICA CORP
-$3.6K
4,148
+11%
建仓
—
QUINCE THERAPEUTICS INC
+$2.0K
20,000
减持
SO
SOUTHERN CO
-$1.7K
2,621
-10%
增持
AGG
ISHARES TR
-$1.7K
7,253
+0%
