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NORDEN GROUP LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NORDEN GROUP LLC
报告期 2026-03-31 · CIK 0001990699
持仓数
615
前50大市值合计
$578.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 56
减持 60
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.2M
170,783
+35%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$8.7M
176,915
+816%
增持
LRCX
LAM RESEARCH CORP
+$8.6M
62,760
+297%
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
WDC
WESTERN DIGITAL CORP
+$8.1M
47,255
减持
SHOP
SHOPIFY INC
-$8.0M
28,084
-67%
建仓
MPLX
MPLX LP
+$7.6M
142,300
清仓
EXPE
EXPEDIA GROUP INC
-$7.3M
0
-100%
清仓
EXEL
EXELIXIS INC
-$7.2M
0
-100%
建仓
IBB
ISHARES TR
+$7.2M
42,459
增持
MO
ALTRIA GROUP INC
+$7.1M
156,434
+437%
清仓
SNEX
STONEX GROUP INC
-$6.9M
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$6.7M
58,467
+5210%
增持
MEDP
MEDPACE HLDGS INC
+$6.7M
13,038
+957%
减持
JBL
JABIL INC
-$6.5M
4,064
-88%
减持
V
VISA INC
-$6.5M
22,921
-46%
减持
KBE
SPDR SERIES TRUST
-$6.4M
4,544
-96%
增持
ADBE
ADOBE INC
+$6.3M
28,648
+169%
清仓
AMLP
ALPS ETF TR
-$6.1M
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$6.1M
12,169
-86%
减持
CRM
SALESFORCE INC
-$5.6M
8,284
-75%
增持
GOOGL
ALPHABET INC
+$4.9M
64,170
+3%
减持
BIL
SPDR SERIES TRUST
-$4.4M
172,313
-21%
增持
VUG
VANGUARD INDEX FDS
+$4.4M
11,584
+336%
增持
VTV
VANGUARD INDEX FDS
+$3.8M
26,861
+269%
增持
PAAA
PGIM ETF TR
+$3.7M
1,244,112
+7%
增持
AVGO
BROADCOM INC
+$3.7M
57,436
+17%
增持
GOOG
ALPHABET INC
+$3.6M
44,919
+5%
减持
ORCL
ORACLE CORP
-$3.6M
35,805
-4%
增持
NVDA
NVIDIA CORPORATION
+$3.5M
241,884
+8%
增持
IWV
ISHARES TR
+$3.4M
10,954
+399%
增持
LLY
ELI LILLY & CO
+$3.1M
9,165
+4%
清仓
—
UNILEVER PLC
-$2.7M
0
-100%
增持
NFLX
NETFLIX INC
-$2.5M
63,947
+804%
增持
AMZN
AMAZON COM INC
+$2.4M
102,948
+6%
建仓
UL
UNILEVER PLC
+$2.4M
36,147
增持
ISRG
INTUITIVE SURGICAL INC
+$2.1M
5,342
+154%
减持
SNOW
SNOWFLAKE INC
-$1.8M
1,438
-85%
增持
TSLA
TESLA INC
+$1.5M
26,062
+13%
减持
EFA
ISHARES TR
-$1.3M
17,229
-45%
减持
ABT
ABBOTT LABS
-$1.2M
24,825
-23%
减持
EEM
ISHARES TR
-$1.2M
8,133
-73%
减持
IVW
ISHARES TR
-$1.2M
7,871
-55%
减持
—
CYBERARK SOFTWARE LTD
-$1.1M
3,718
-35%
增持
MSFT
MICROSOFT CORP
-$1.1M
71,917
+4%
减持
ANET
ARISTA NETWORKS INC
-$1.1M
55,240
-3%
减持
ZTS
ZOETIS INC
-$1.0M
14,066
-27%
减持
—
LINDE PLC
-$1.0M
1,495
-57%
减持
WDAY
WORKDAY INC
-$1.0M
2,249
-64%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
7,293
+13%
减持
PINS
PINTEREST INC
-$993.8K
12,541
-69%
增持
CSCO
CISCO SYS INC
+$992.9K
91,528
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$975.4K
24,589
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$971.2K
16,926
+3%
增持
JNJ
JOHNSON & JOHNSON
+$949.9K
35,019
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$905.2K
15,795
-10%
减持
HD
HOME DEPOT INC
-$900.4K
9,055
-9%
减持
GLDM
WORLD GOLD TR
-$893.2K
9,030
-59%
增持
AMGN
AMGEN INC
+$889.6K
8,504
+27%
增持
MRK
MERCK & CO INC
+$878.9K
41,166
+0%
减持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$749.8K
10,867
-28%
增持
KO
COCA COLA CO
+$737.3K
50,076
+20%
增持
TPVG
TRIPLEPOINT VENTURE GROWTH B
+$737.0K
174,090
+150%
减持
CSGP
COSTAR GROUP INC
-$725.6K
10,407
-38%
减持
OXY
OCCIDENTAL PETE CORP
-$722.5K
28,529
-29%
增持
META
META PLATFORMS INC
-$710.2K
16,960
+5%
增持
RUN
SUNRUN INC
+$701.5K
264,208
+10%
增持
AMAT
APPLIED MATLS INC
+$696.9K
12,108
+3%
减持
IVV
ISHARES TR
-$693.4K
10,639
-11%
建仓
KVUE
KENVUE INC
+$689.2K
39,953
减持
NVO
NOVO-NORDISK A S
-$683.0K
23,001
-31%
减持
T
AT&T INC
-$675.9K
124,959
-7%
建仓
HODL
VANECK BITCOIN ETF
+$668.9K
27,050
减持
JAAA
JANUS DETROIT STR TR
-$666.5K
44,126
-23%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$664.4K
24,728
+21%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$662.0K
18,910
+123%
建仓
APG
API GROUP CORP
+$655.2K
17,124
增持
FSK
FS KKR CAP CORP
+$654.2K
69,603
+176%
增持
NOW
SERVICENOW INC
-$647.1K
23,858
+410%
增持
—
EXXON MOBIL CORP
+$645.8K
34,536
+11%
减持
MA
MASTERCARD INCORPORATED
-$642.1K
12,662
-8%
减持
UBER
UBER TECHNOLOGIES INC
-$636.1K
12,365
-26%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$628.4K
59,251
+72%
增持
ROST
ROSS STORES INC
+$621.6K
7,035
+66%
减持
PAYC
PAYCOM SOFTWARE INC
-$617.2K
3,991
-34%
建仓
ED
CONSOLIDATED EDISON INC
+$616.9K
6,210
增持
BCSF
BAIN CAP SPECIALTY FIN INC
+$613.7K
75,820
+145%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$605.8K
3,368
+43%
减持
MORN
MORNINGSTAR INC
-$597.7K
1,922
-56%
减持
KMB
KIMBERLY-CLARK CORP
-$593.8K
2,629
-62%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$592.7K
32,013
+63%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$591.3K
4,412
-61%
增持
AGNC
AGNC INVT CORP
+$586.8K
109,967
+82%
清仓
DFH
DREAM FINDERS HOMES INC
-$585.2K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$579.6K
19,206
-11%
增持
VOT
VANGUARD INDEX FDS
+$579.5K
6,429
+55%
清仓
—
INVESTMENT MANAGERS SER TR I
-$576.9K
0
-100%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$573.0K
12,927
-41%
增持
VXUS
VANGUARD STAR FDS
+$572.7K
18,511
+65%
减持
PULS
PGIM ETF TR
-$567.4K
43,412
-20%
减持
—
AON PLC
-$556.3K
3,957
-28%
减持
APD
AIR PRODS & CHEMS INC
-$554.6K
4,122
-29%
减持
APPF
APPFOLIO INC
-$530.6K
1,480
-53%
清仓
JSMD
JANUS DETROIT STR TR
-$529.4K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$522.6K
0
-100%
减持
NCNO
NCINO INC
-$520.1K
11,007
-63%
减持
NET
CLOUDFLARE INC
-$517.5K
24,036
-2%
增持
EFC
ELLINGTON FINANCIAL INC
+$516.9K
76,931
+89%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$515.2K
88,098
-10%
增持
REGN
REGENERON PHARMACEUTICALS
+$504.4K
1,459
+32%
增持
RWAY
RUNWAY GROWTH FINANCE CORP
+$489.0K
106,074
+135%
清仓
LRN
STRIDE INC
-$487.2K
0
-100%
减持
PSTG
PURE STORAGE INC
-$486.3K
10,596
-26%
减持
CMCSA
COMCAST CORP NEW
-$479.9K
45,725
-22%
减持
CTAS
CINTAS CORP
-$472.9K
5,251
-26%
增持
GSBD
GOLDMAN SACHS BDC INC
+$466.4K
99,887
+121%
清仓
RVLV
REVOLVE GROUP INC
-$466.2K
0
-100%
减持
COP
CONOCOPHILLIPS
-$460.2K
20,429
-19%
增持
QQQ
INVESCO QQQ TR
+$459.1K
17,213
+2%
减持
—
GARMIN LTD
-$458.1K
3,098
-30%
建仓
MDB
MONGODB INC
+$436.1K
1,039
减持
HLI
HOULIHAN LOKEY INC
-$435.8K
5,043
-21%
清仓
DSGX
DESCARTES SYS GROUP INC
-$434.5K
0
-100%
清仓
USPH
U S PHYSICAL THERAPY
-$432.7K
0
-100%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$428.2K
891
建仓
AEIS
ADVANCED ENERGY INDS
+$425.4K
2,032
增持
MAR
MARRIOTT INTL INC NEW
+$419.5K
3,520
+36%
清仓
FE
FIRSTENERGY CORP
-$413.8K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$413.2K
31,047
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$413.0K
113,921
-1%
减持
SBUX
STARBUCKS CORP
-$405.4K
33,607
-12%
减持
SE
SEA LTD
-$404.6K
2,704
-36%
清仓
TFIN
TRIUMPH FINANCIAL INC
-$401.1K
0
-100%
减持
DGRO
ISHARES TR
-$394.9K
18,106
-25%
建仓
AVY
AVERY DENNISON CORP
+$392.6K
2,159
建仓
IRM
IRON MTN INC DEL
+$388.3K
4,681
增持
—
CHUBB LIMITED
+$384.9K
2,127
+115%
建仓
ALB
ALBEMARLE CORP
+$381.2K
2,695
增持
VYM
VANGUARD WHITEHALL FDS
+$380.4K
6,286
+70%
减持
EME
EMCOR GROUP INC
-$377.1K
2,368
-16%
清仓
DUOL
DUOLINGO INC
-$375.6K
0
-100%
建仓
AR
ANTERO RESOURCES CORP
+$371.2K
10,772
减持
AAON
AAON INC
-$369.4K
4,018
-44%
减持
—
ONESTREAM INC
-$369.2K
10,532
-66%
建仓
SMMD
ISHARES TR
+$359.7K
4,800
减持
SPSC
SPS COMM INC
-$358.7K
2,433
-56%
增持
RGEN
REPLIGEN CORP
+$357.3K
4,112
+74%
建仓
VTR
VENTAS INC
+$356.3K
4,604
减持
STZ
CONSTELLATION BRANDS INC
-$356.2K
4,312
-39%
减持
SNPS
SYNOPSYS INC
-$356.1K
4,474
-10%
清仓
FDS
FACTSET RESH SYS INC
-$352.4K
0
-100%
