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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 74
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
UNH
UNITEDHEALTH GROUP INC
-$9.0M
4,862
-76%
增持
NFLX
NETFLIX INC
+$8.4M
8,472
+169%
减持
JNJ
JOHNSON & JOHNSON
-$7.0M
14,207
-74%
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。
增持
WMT
WALMART INC
+$4.8M
69,056
+216%
减持
—
ISHARES TR
-$4.7M
265,412
-41%
增持
MSFT
MICROSOFT CORP
+$4.5M
36,305
+1%
减持
—
MEDTRONIC PLC
-$4.1M
13,421
-77%
增持
AVGO
BROADCOM INC
+$3.9M
35,977
+1%
增持
SYK
STRYKER CORPORATION
+$3.7M
17,379
+101%
增持
ZTS
ZOETIS INC
+$3.3M
26,842
+385%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
65,643
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.1M
2,040
-93%
减持
SPY
SPDR S&P 500 ETF TR
+$1.5M
29,181
-1%
增持
VGT
VANGUARD WORLD FD
+$1.5M
11,136
+3%
增持
ADI
ANALOG DEVICES INC
+$1.4M
36,442
+1%
增持
KR
KROGER CO
+$1.4M
348,527
+0%
增持
META
META PLATFORMS INC
+$1.4M
8,396
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.3M
29,808
+1%
增持
BLK
BLACKROCK INC
+$1.2M
9,142
+3%
建仓
VRSN
VERISIGN INC
+$1.2M
4,020
增持
EMR
EMERSON ELEC CO
+$1.1M
43,329
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
23,661
-5%
建仓
BITB
BITWISE BITCOIN ETF TR
+$1.1M
18,363
增持
APH
AMPHENOL CORP NEW
+$1.0M
27,755
+6%
增持
AAPL
APPLE INC
-$993.8K
72,670
+1%
增持
ANET
ARISTA NETWORKS INC
+$969.5K
25,035
+22%
增持
PH
PARKER-HANNIFIN CORP
+$933.7K
9,836
+1%
建仓
IWF
ISHARES TR
+$879.7K
2,072
增持
JPM
JPMORGAN CHASE & CO.
+$852.1K
17,139
+2%
增持
CSCO
CISCO SYS INC
+$844.4K
103,817
+1%
建仓
NEU
NEWMARKET CORP
+$802.1K
1,161
增持
AMD
ADVANCED MICRO DEVICES INC
+$800.8K
16,803
+9%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$771.6K
6,082
建仓
CAH
CARDINAL HEALTH INC
+$763.4K
4,545
清仓
—
SELECT MED HLDGS CORP
-$758.5K
0
-100%
清仓
MTX
MINERALS TECHNOLOGIES INC
-$747.1K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$742.0K
1,667
+319%
清仓
—
PIPER SANDLER COMPANIES
-$740.0K
0
-100%
减持
IWLG
NEW YORK LIFE INVTS ACTIVE E
+$729.5K
98,927
-3%
建仓
IWV
ISHARES TR
+$716.0K
2,040
增持
AMZN
AMAZON COM INC
+$698.6K
19,909
+3%
增持
AMGN
AMGEN INC
-$682.6K
22,077
+0%
减持
COR
CENCORA INC
+$669.7K
34,568
-1%
增持
GOOGL
ALPHABET INC
+$668.5K
25,745
+3%
建仓
EBAY
EBAY INC.
+$663.3K
8,906
减持
IYF
ISHARES TR
-$652.1K
4,554
-57%
增持
NOW
SERVICENOW INC
+$560.1K
1,660
+15%
增持
IYZ
ISHARES TR
+$557.8K
32,775
+115%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$521.3K
53,091
-1%
增持
GD
GENERAL DYNAMICS CORP
+$507.8K
26,343
+0%
增持
ORCL
ORACLE CORP
+$506.4K
5,818
+6%
建仓
ITA
ISHARES TR
+$492.9K
2,613
减持
KBH
KB HOME
-$486.8K
4,835
-62%
增持
—
FLEX LTD
+$458.1K
23,768
+8%
增持
APP
APPLOVIN CORP
+$454.1K
3,085
+31%
减持
QQQ
INVESCO QQQ TR
+$452.5K
5,475
-0%
减持
COST
COSTCO WHSL CORP NEW
+$443.4K
10,769
-0%
建仓
IWD
ISHARES TR
+$437.0K
2,250
建仓
GE
GE AEROSPACE
+$424.2K
1,645
建仓
IHI
ISHARES TR
+$419.0K
6,689
增持
PG
PROCTER AND GAMBLE CO
-$403.8K
41,405
+1%
清仓
PABU
ISHARES TR
-$388.3K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$385.4K
2,492
-1%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$381.3K
6,689
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$367.4K
8,057
+0%
增持
MS
MORGAN STANLEY
+$364.3K
12,669
+4%
建仓
IDU
ISHARES TR
+$361.7K
3,458
减持
TAX
EA SERIES TRUST
+$346.4K
240,846
-6%
建仓
IYK
ISHARES TR
+$339.5K
4,816
增持
SNX
TD SYNNEX CORPORATION
+$315.3K
8,314
+6%
增持
—
CHUBB LIMITED
-$307.9K
26,565
+0%
减持
PEP
PEPSICO INC
-$299.1K
13,468
-3%
增持
LOW
LOWES COS INC
-$290.6K
34,922
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$289.9K
6,136
+0%
减持
BRO
BROWN & BROWN INC
-$287.5K
17,764
-2%
增持
KLAC
KLA CORP
+$283.1K
1,255
+1%
增持
—
EXXON MOBIL CORP
-$281.7K
33,785
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$278.2K
2,672
+1%
增持
NYT
NEW YORK TIMES CO
+$274.8K
27,841
+8%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$273.0K
46,029
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$268.5K
11,996
+1%
减持
SMH
VANECK ETF TRUST
+$259.7K
4,245
-3%
建仓
HWM
HOWMET AEROSPACE INC
+$250.0K
1,343
增持
MA
MASTERCARD INCORPORATED
+$243.6K
12,301
+1%
清仓
PWR
QUANTA SVCS INC
-$241.6K
0
-100%
建仓
NRG
NRG ENERGY INC
+$241.0K
1,501
增持
BMI
BADGER METER INC
+$240.8K
4,225
+1%
增持
BX
BLACKSTONE INC
+$240.0K
5,773
+29%
建仓
VUG
VANGUARD INDEX FDS
+$237.6K
542
减持
MELI
MERCADOLIBRE INC
+$234.3K
443
-7%
建仓
DASH
DOORDASH INC
+$232.1K
939
增持
EYLD
CAMBRIA ETF TR
+$228.9K
51,096
+0%
减持
SANM
SANMINA CORPORATION
+$227.2K
11,153
-2%
清仓
BKNG
BOOKING HOLDINGS INC
-$219.4K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$217.3K
2,018
+14%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$215.4K
0
-100%
减持
BOXX
EA SERIES TRUST
-$214.3K
7,284
-22%
建仓
IJR
ISHARES TR
+$213.8K
1,957
减持
CHD
CHURCH & DWIGHT CO INC
-$208.2K
14,416
-0%
减持
FLOT
ISHARES TR
-$207.0K
147,458
-3%
增持
NTAP
NETAPP INC
+$204.1K
8,295
+7%
增持
TROW
PRICE T ROWE GROUP INC
+$199.0K
14,663
+11%
增持
APO
APOLLO GLOBAL MGMT INC
+$194.8K
5,953
+25%
减持
IYJ
ISHARES TR
-$193.4K
4,290
-31%
增持
EA
ELECTRONIC ARTS INC
+$193.0K
9,877
+3%
减持
AFL
AFLAC INC
-$188.4K
17,761
-4%
减持
HON
HONEYWELL INTL INC
+$185.1K
9,408
-1%
增持
MCO
MOODYS CORP
+$183.2K
2,038
+13%
减持
ABT
ABBOTT LABS
+$178.0K
54,365
-0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$172.2K
2,775
+3%
增持
—
ACCENTURE PLC IRELAND
-$171.6K
21,971
+2%
增持
YELP
YELP INC
+$163.4K
32,650
+27%
减持
ACIW
ACI WORLDWIDE INC
-$159.5K
16,599
-1%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$159.0K
4,403
-2%
减持
RTX
RTX CORPORATION
+$155.6K
12,741
-1%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$152.7K
10,057
-4%
增持
—
TECHNIPFMC PLC
+$150.1K
34,836
+5%
增持
BDC
BELDEN INC
+$149.3K
8,122
+3%
增持
MANH
MANHATTAN ASSOCIATES INC
+$146.8K
3,918
+8%
增持
APD
AIR PRODS & CHEMS INC
-$146.6K
19,932
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$139.3K
11,503
+6%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$134.7K
3,311
-3%
减持
SHOP
SHOPIFY INC
+$134.3K
8,984
-5%
减持
FXL
FIRST TR EXCHANGE TRADED FD
+$133.7K
6,022
-2%
减持
USFD
US FOODS HLDG CORP
+$133.6K
12,406
-1%
增持
V
VISA INC
+$117.7K
14,591
+1%
增持
FFIV
F5 INC
+$117.0K
3,320
+3%
减持
CL
COLGATE PALMOLIVE CO
-$110.2K
15,948
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$109.4K
5,639
+4%
增持
ABBV
ABBVIE INC
-$109.0K
5,239
+1%
减持
PAYX
PAYCHEX INC
-$107.2K
10,509
-1%
减持
SPGI
S&P GLOBAL INC
+$106.2K
6,443
-1%
减持
CRVL
CORVEL CORP
-$105.5K
7,612
-4%
增持
TXRH
TEXAS ROADHOUSE INC
+$105.2K
4,848
+0%
增持
TSLA
TESLA INC
+$104.9K
1,669
+2%
减持
ECL
ECOLAB INC
+$104.8K
6,636
-0%
增持
IAI
ISHARES TR
+$99.6K
2,945
+4%
减持
BDX
BECTON DICKINSON & CO
-$91.1K
1,193
-8%
增持
O
REALTY INCOME CORP
+$90.4K
28,039
+7%
增持
HESM
HESS MIDSTREAM LP
-$90.0K
26,507
+1%
增持
UNP
UNION PAC CORP
-$89.8K
27,327
+1%
增持
PSX
PHILLIPS 66
-$86.2K
41,575
+2%
减持
CVLT
COMMVAULT SYS INC
+$85.2K
5,710
-1%
减持
BOX
BOX INC
+$85.1K
27,109
-1%
减持
—
LINDE PLC
-$85.0K
4,443
-5%
减持
GWW
GRAINGER W W INC
+$84.9K
1,711
-0%
增持
KTB
KONTOOR BRANDS INC
+$82.7K
11,837
+9%
减持
KKR
KKR & CO INC
+$81.2K
6,975
-5%
增持
PAGP
PLAINS GP HLDGS L P
-$81.1K
48,882
+1%
减持
FTNT
FORTINET INC
+$80.3K
11,829
-3%
