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Kesler, Norman & Wride, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kesler, Norman & Wride, LLC
报告期 2026-03-31 · CIK 1840455
持仓数
245
前50大市值合计
$379.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 37
减持 49
清仓 35
方向
标的
Δ市值
现股数(环比)
清仓
KR
KROGER CO
-$20.0M
0
-100%
建仓
BLK
BLACKROCK INC
+$8.5M
8,306
清仓
—
BLACKROCK INC
-$8.0M
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。
清仓
—
ISHARES TR
-$7.7M
0
-100%
清仓
—
ISHARES TR
-$5.0M
0
-100%
建仓
IWLG
NEW YORK LIFE INVTS ACTIVE E
+$4.6M
96,472
清仓
KEY
KEYCORP
-$4.3M
0
-100%
清仓
IBDR
ISHARES TR
-$4.0M
0
-100%
减持
EYLD
CAMBRIA ETF TR
-$3.2M
45,623
-66%
减持
FYLD
CAMBRIA ETF TR
-$3.0M
100,710
-50%
增持
AVGO
BROADCOM INC
+$2.1M
34,203
+1%
减持
SYLD
CAMBRIA ETF TR
-$2.0M
62,144
-28%
建仓
DDIV
FIRST TR EXCHANGE-TRADED FD
+$1.9M
50,788
建仓
ANET
ARISTA NETWORKS INC
+$1.8M
16,452
减持
LMT
LOCKHEED MARTIN CORP
-$1.7M
12,181
-7%
清仓
—
ARISTA NETWORKS INC
-$1.5M
0
-100%
清仓
XYL
XYLEM INC
-$1.3M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
64,089
+7%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
19,210
+2%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.2M
20,227
增持
AMGN
AMGEN INC
-$1.1M
23,366
+4%
增持
AMZN
AMAZON COM INC
+$1.1M
20,047
+14%
减持
LOW
LOWES COS INC
-$1.1M
33,865
-3%
增持
FTNT
FORTINET INC
+$1.0M
13,674
+326%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
13,691
建仓
BKR
BAKER HUGHES COMPANY
+$1.0M
24,652
减持
INTU
INTUIT
-$982.1K
326
-83%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$980.2K
0
-100%
增持
V
VISA INC
+$973.0K
14,099
+11%
清仓
TGT
TARGET CORP
-$971.2K
0
-100%
清仓
QCOM
QUALCOMM INC
-$945.9K
0
-100%
增持
MYLD
CAMBRIA ETF TR
+$925.7K
49,463
+267%
增持
JPM
JPMORGAN CHASE & CO.
+$887.9K
14,184
+19%
增持
GOOGL
ALPHABET INC
+$881.6K
25,061
+8%
清仓
—
NXP SEMICONDUCTORS N V
-$880.1K
0
-100%
减持
PSX
PHILLIPS 66
-$877.1K
41,468
-3%
减持
TXN
TEXAS INSTRS INC
-$866.2K
33,788
-3%
增持
NEE
NEXTERA ENERGY INC
-$843.8K
76,406
+2%
建仓
USFD
US FOODS HLDG CORP
+$836.4K
12,395
增持
APH
AMPHENOL CORP NEW
+$816.0K
18,705
+152%
减持
AAPL
APPLE INC
+$807.9K
71,041
-3%
减持
ADI
ANALOG DEVICES INC
-$803.2K
35,129
-2%
增持
NFLX
NETFLIX INC
+$800.8K
2,816
+17%
减持
—
MEDTRONIC PLC
-$770.8K
56,831
-4%
增持
JNJ
JOHNSON & JOHNSON
-$765.8K
52,051
+2%
建仓
ABBV
ABBVIE INC
+$745.8K
4,195
建仓
SNX
TD SYNNEX CORPORATION
+$745.5K
6,355
增持
SPY
SPDR S&P 500 ETF TR
+$726.8K
29,132
+2%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$702.2K
9,129
增持
IBDU
ISHARES TR
+$689.2K
65,316
+92%
增持
EMR
EMERSON ELEC CO
+$689.0K
42,302
+2%
建仓
MAS
MASCO CORP
+$686.3K
9,455
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$683.3K
1,312
-74%
建仓
BOX
BOX INC
+$680.6K
21,536
减持
RTX
RTX CORPORATION
-$680.0K
9,483
-35%
增持
IBDS
ISHARES TR
+$669.6K
193,213
+19%
增持
META
META PLATFORMS INC
+$667.7K
8,133
+14%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$637.1K
3,964
减持
KKR
KKR & CO INC
-$632.9K
2,453
-68%
清仓
SOXX
ISHARES TR
-$629.6K
0
-100%
建仓
BLKB
BLACKBAUD INC
+$627.0K
8,480
减持
COST
COSTCO WHSL CORP NEW
-$619.0K
10,993
-9%
减持
SYK
STRYKER CORPORATION
-$616.2K
8,691
-16%
减持
PPG
PPG INDS INC
-$609.0K
3,566
-54%
减持
COR
CENCORA INC
-$607.9K
34,727
-7%
增持
FLOT
ISHARES TR
+$593.5K
131,983
+10%
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$592.8K
3,303
建仓
ISRG
INTUITIVE SURGICAL INC
+$557.7K
1,069
建仓
HCA
HCA HEALTHCARE INC
+$553.4K
1,843
减持
CMCSA
COMCAST CORP NEW
-$539.1K
19,653
-36%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$538.3K
51,555
+1%
清仓
ADSK
AUTODESK INC
-$531.2K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$522.8K
3,231
-58%
减持
IBDT
ISHARES TR
-$518.1K
67,064
-22%
建仓
CME
CME GROUP INC
+$514.7K
2,216
清仓
HCKT
HACKETT GROUP INC
-$514.7K
0
-100%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$511.2K
28,397
+4%
减持
BX
BLACKSTONE INC
-$505.4K
1,730
-67%
清仓
ABNB
AIRBNB INC
-$499.7K
0
-100%
清仓
—
CHAMPIONX CORPORATION
-$493.0K
0
-100%
建仓
MCO
MOODYS CORP
+$491.5K
1,038
减持
MDLZ
MONDELEZ INTL INC
-$484.3K
23,630
-8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$482.9K
6,516
+21%
减持
BRO
BROWN & BROWN INC
-$482.8K
17,951
-20%
建仓
—
TRANE TECHNOLOGIES PLC
+$482.7K
1,307
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$482.3K
538
-64%
减持
BDX
BECTON DICKINSON & CO
-$480.5K
1,683
-53%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$467.3K
10,875
-13%
减持
AFL
AFLAC INC
-$456.1K
24,003
-9%
清仓
CRUS
CIRRUS LOGIC INC
-$454.4K
0
-100%
清仓
TOL
TOLL BROTHERS INC
-$452.1K
0
-100%
减持
TSLA
TESLA INC
+$447.3K
3,180
-1%
清仓
AMAT
APPLIED MATLS INC
-$440.3K
0
-100%
减持
BDC
BELDEN INC
-$435.3K
6,857
-33%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$434.9K
4,533
-63%
减持
O
REALTY INCOME CORP
-$433.6K
22,217
-13%
增持
MA
MASTERCARD INCORPORATED
+$431.6K
12,519
+0%
清仓
—
LAM RESEARCH CORP
-$422.4K
0
-100%
清仓
GDRX
GOODRX HLDGS INC
-$420.1K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$418.6K
0
-100%
清仓
IVV
ISHARES TR
-$406.7K
0
-100%
清仓
MCK
MCKESSON CORP
-$404.3K
0
-100%
增持
GDDY
GODADDY INC
+$400.8K
4,978
+34%
清仓
CARS
CARS COM INC
-$388.0K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$381.6K
4,186
清仓
MEDP
MEDPACE HLDGS INC
-$378.8K
0
-100%
清仓
THRO
BLACKROCK ETF TRUST
-$378.6K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$375.3K
296
减持
CRWD
CROWDSTRIKE HLDGS INC
-$364.6K
1,485
-52%
建仓
REZ
ISHARES TR
+$362.9K
4,479
清仓
MPC
MARATHON PETE CORP
-$361.7K
0
-100%
减持
PHM
PULTE GROUP INC
-$360.7K
6,192
-14%
建仓
CON
CONCENTRA GROUP HOLDINGS PAR
+$353.4K
17,868
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$340.3K
36,183
+71%
减持
GOOG
ALPHABET INC
-$339.1K
6,417
-31%
减持
HD
HOME DEPOT INC
-$338.2K
4,577
-12%
增持
HESM
HESS MIDSTREAM LP
+$337.0K
22,906
+58%
清仓
DDS
DILLARDS INC
-$330.2K
0
-100%
减持
MCD
MCDONALDS CORP
-$326.9K
3,119
-23%
建仓
FFIV
F5 INC
+$326.3K
1,296
减持
VGT
VANGUARD WORLD FD
+$325.8K
10,562
-1%
清仓
DINO
HF SINCLAIR CORP
-$325.0K
0
-100%
减持
KLAC
KLA CORP
-$322.8K
989
-19%
减持
OMC
OMNICOM GROUP INC
-$322.1K
11,449
-9%
减持
—
CHUBB LIMITED
-$320.2K
25,923
-0%
建仓
REGN
REGENERON PHARMACEUTICALS
+$315.6K
443
建仓
SNPS
SYNOPSYS INC
+$315.5K
650
减持
NTAP
NETAPP INC
-$301.2K
6,097
-25%
增持
SANM
SANMINA CORPORATION
+$301.1K
10,288
+47%
增持
ACIW
ACI WORLDWIDE INC
+$291.6K
14,505
+60%
增持
PAGP
PLAINS GP HLDGS L P
+$290.2K
44,260
+56%
清仓
CLX
CLOROX CO DEL
-$289.3K
0
-100%
增持
—
PIPER SANDLER COMPANIES
+$284.4K
2,509
+52%
增持
ORCL
ORACLE CORP
+$281.0K
5,313
+50%
增持
TTD
THE TRADE DESK INC
+$275.1K
10,650
+20%
减持
FDS
FACTSET RESH SYS INC
-$272.3K
3,194
-19%
增持
NYT
NEW YORK TIMES CO
+$271.7K
19,987
+45%
建仓
VNT
VONTIER CORPORATION
+$268.9K
7,373
清仓
ES
EVERSOURCE ENERGY
-$265.2K
0
-100%
减持
CTAS
CINTAS CORP
-$263.2K
4,443
-15%
减持
NKE
NIKE INC
-$259.1K
3,114
-44%
清仓
CCI
CROWN CASTLE INC
-$254.7K
0
-100%
增持
MTX
MINERALS TECHNOLOGIES INC
+$249.9K
9,254
+57%
增持
GD
GENERAL DYNAMICS CORP
-$245.4K
27,034
+11%
增持
CBSH
COMMERCE BANCSHARES INC
+$243.1K
33,906
+8%
减持
SHOP
SHOPIFY INC
+$238.3K
9,430
-1%
减持
ZTS
ZOETIS INC
-$236.1K
4,854
-8%
清仓
UTL
UNITIL CORP
-$235.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$225.7K
5,285
-16%
减持
CL
COLGATE PALMOLIVE CO
-$223.3K
15,658
-1%
