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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 61
减持 68
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$4.0M
13,351
-28%
增持
MSFT
MICROSOFT CORP
-$3.9M
35,800
+1%
减持
PSX
PHILLIPS 66
+$2.2M
41,170
-0%
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
ADI
ANALOG DEVICES INC
+$1.9M
37,888
+2%
减持
AAPL
APPLE INC
-$1.8M
68,503
-3%
减持
—
EXXON MOBIL CORP
+$1.6M
35,085
-3%
增持
—
ACCENTURE PLC IRELAND
-$1.6M
22,706
+0%
减持
AVGO
BROADCOM INC
-$1.5M
33,545
-3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.5M
49,277
+105%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
12,061
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.4M
29,148
-1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$1.3M
10,257
-1%
增持
ABT
ABBOTT LABORATORIES
-$1.2M
54,372
+1%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
55,808
-4%
增持
IBDU
ISHARES TR
+$1.1M
172,172
+41%
减持
BITB
BITWISE BITCOIN ETF TR
-$1.1M
99,975
-0%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
6,855
+58%
减持
WMT
WALMART INC
+$991.7K
77,307
-0%
增持
NEE
NEXTERA ENERGY INC
+$969.0K
76,791
+0%
减持
MA
MASTERCARD INCORPORATED
-$937.6K
12,939
-0%
减持
COR
CENCORA INC
-$936.6K
32,760
-1%
增持
TPR
TAPESTRY INC
+$911.5K
9,144
+208%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$901.3K
20,170
+0%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$893.9K
5,709
-61%
增持
BLK
BLACKROCK INC
-$878.0K
8,673
+1%
减持
LLY
ELI LILLY & CO
-$822.1K
5,145
-0%
增持
LRCX
LAM RESEARCH CORP
+$818.0K
7,710
+59%
减持
—
TECHNIPFMC PLC
+$810.4K
34,213
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$809.8K
49,610
-7%
建仓
VPU
VANGUARD WORLD FD
+$786.6K
3,970
减持
GOOGL
ALPHABET INC
-$786.1K
21,775
-3%
清仓
CMS
CMS ENERGY CORP
-$786.1K
0
-100%
清仓
KTB
KONTOOR BRANDS INC
-$758.2K
0
-100%
清仓
HPQ
HP INC
-$728.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$718.4K
19,079
-6%
建仓
WELL
WELLTOWER INC
+$717.3K
3,629
建仓
PTC
PTC INC
+$689.7K
4,840
建仓
IGE
ISHARES TR
+$689.2K
10,951
增持
V
VISA INC
-$680.8K
15,523
+1%
增持
JKHY
HENRY JACK & ASSOC INC
-$662.9K
36,376
+4%
增持
META
META PLATFORMS INC
-$650.6K
8,394
+2%
减持
VGT
VANGUARD WORLD FD
-$646.6K
10,758
-1%
增持
APP
APPLOVIN CORP
-$643.1K
2,827
+8%
增持
IWLG
NEW YORK LIFE INVTS ACTIVE E
-$634.4K
103,667
+1%
建仓
IYE
ISHARES TR
+$628.7K
9,707
减持
BSX
BOSTON SCIENTIFIC CORP
-$617.5K
9,936
-24%
减持
DASH
DOORDASH INC
-$603.0K
2,474
-43%
增持
AMGN
AMGEN INC
+$561.6K
22,293
+0%
减持
SPGI
S&P GLOBAL INC
-$558.4K
5,704
-0%
减持
NOW
SERVICENOW INC
-$550.3K
5,488
-25%
增持
MPC
MARATHON PETE CORP
+$523.5K
5,350
+11%
建仓
BKNG
BOOKING HOLDINGS INC
+$517.7K
123
减持
LOW
LOWES COS INC
-$514.3K
33,212
-4%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$467.3K
5,933
-0%
增持
FYLD
CAMBRIA ETF TR
+$462.1K
94,093
+0%
建仓
IYM
ISHARES TR
+$450.9K
2,563
减持
SYK
STRYKER CORPORATION
-$426.4K
17,639
-0%
增持
VOO
VANGUARD INDEX FDS
+$419.5K
3,297
+33%
减持
TXN
TEXAS INSTRS INC
+$412.4K
28,791
-4%
减持
BKR
BAKER HUGHES COMPANY
+$398.4K
27,992
-3%
减持
IDU
ISHARES TR
-$388.1K
4,564
-46%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$383.9K
31,424
+12%
减持
SHOP
SHOPIFY INC
-$370.0K
8,459
-1%
增持
—
CHUBB LTD SWITZ
+$369.9K
26,426
+0%
减持
APH
AMPHENOL CORP
-$369.9K
29,241
-3%
减持
NYT
NEW YORK TIMES CO MTN BE
+$367.3K
28,492
-2%
增持
SOXX
ISHARES TR
+$363.6K
1,724
+156%
减持
TAX
EA SERIES TRUST
-$355.9K
230,904
-1%
建仓
GLW
CORNING INC
+$344.7K
2,535
减持
MELI
MERCADOLIBRE INC
-$344.5K
403
-22%
减持
SYLD
CAMBRIA ETF TR
+$331.0K
57,955
-0%
增持
UNP
UNION PAC CORP
+$330.9K
27,722
+0%
增持
NFLX
NETFLIX INC.
+$320.0K
89,897
+1%
建仓
ENDW
EA SERIES TRUST
+$319.8K
10,046
减持
IYW
ISHARES TR
-$310.8K
3,049
-30%
减持
—
LINDE PLC
+$310.0K
4,516
-0%
减持
IGM
ISHARES TR
-$305.1K
4,640
-30%
清仓
AXON
AXON ENTERPRISE INC
-$301.3K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$291.3K
13,934
-31%
增持
AM
ANTERO MIDSTREAM CORP
+$286.9K
53,765
+2%
减持
HON
HONEYWELL INTL INC
+$282.1K
9,409
-0%
增持
DVA
DAVITA INC
+$279.4K
6,816
+1%
建仓
GS
GOLDMAN SACHS GROUP INC
+$279.0K
330
建仓
NEM
NEWMONT CORP
+$278.7K
2,575
减持
BX
BLACKSTONE INC
-$264.9K
1,936
-39%
减持
MCO
MOODYS CORP
-$263.2K
748
-35%
增持
FXN
FIRST TR EXCHANGE-TRADED FD
+$262.5K
43,383
+0%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$256.8K
8,156
+15%
减持
FDS
FACTSET RESH SYS INC
-$252.1K
2,465
-9%
建仓
LQD
ISHARES TR
+$248.5K
2,280
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$246.5K
5,130
建仓
COF
CAPITAL ONE FINL CORP
+$241.9K
1,326
增持
ORCL
ORACLE CORP
-$240.7K
5,402
+2%
减持
SANM
SANMINA CORP
-$236.5K
11,048
-1%
减持
IGV
ISHARES TR
-$236.2K
5,757
-13%
减持
KLAC
KLA CORP
+$232.1K
1,632
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$229.1K
15,228
+27%
清仓
BDX
BECTON DICKINSON & CO
-$224.0K
0
-100%
建仓
MBB
ISHARES TR
+$221.8K
2,336
增持
SCHW
SCHWAB CHARLES CORP
+$220.6K
8,916
+44%
增持
BOXX
EA SERIES TRUST
+$210.6K
11,196
+18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$207.8K
7,879
-1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$200.3K
0
-100%
减持
USFD
US FOODS HLDG CORP
+$198.1K
12,029
-1%
增持
FTNT
FORTINET INC
+$197.9K
14,142
+17%
减持
ANET
ARISTA NETWORKS INC
-$196.8K
16,848
-3%
减持
INTU
INTUIT
-$187.4K
712
-5%
增持
EYLD
CAMBRIA ETF TR
+$186.8K
54,729
+1%
减持
IYF
ISHARES TR
-$185.4K
3,924
-22%
减持
QCOM
QUALCOMM INC
-$183.9K
2,989
-10%
增持
GE
GE AEROSPACE
+$182.3K
2,975
+38%
增持
UHS
UNIVERSAL HLTH SVCS INC
-$180.7K
5,144
+2%
减持
UBER
UBER TECHNOLOGIES INC
-$180.7K
5,992
-20%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$179.8K
2,838
+3%
增持
JPM
JPMORGAN CHASE & CO
-$170.6K
17,087
+6%
增持
SNX
TD SYNNEX CORPORATION
+$167.7K
8,581
+1%
增持
O
REALTY INCOME CORP
+$167.2K
31,118
+1%
增持
TROW
PRICE T ROWE GROUP INC
-$165.5K
15,818
+2%
减持
PGR
PROGRESSIVE CORP
-$163.6K
4,751
-2%
减持
PG
PROCTER & GAMBLE CO
-$159.7K
40,928
-3%
增持
IJR
ISHARES TR
+$158.4K
4,599
+34%
减持
PH
PARKER-HANNIFIN CORP
+$157.9K
9,757
-0%
增持
CHD
CHURCH & DWIGHT CO INC
+$157.1K
15,706
+1%
增持
BLKB
BLACKBAUD INC
-$155.7K
17,967
+34%
增持
FXZ
FIRST TR EXCHANGE-TRADED FD
+$153.9K
13,272
+0%
减持
GD
GENERAL DYNAMICS CORP
+$153.4K
25,892
-0%
减持
TSLA
TESLA INC
-$145.5K
1,691
-2%
减持
PEP
PEPSICO INC
+$142.6K
12,909
-1%
增持
BA
BOEING CO
+$142.0K
3,503
+37%
减持
ATO
ATMOS ENERGY CORP
+$140.8K
9,228
-1%
增持
GWW
WW GRAINGER INC
+$140.7K
1,648
+0%
增持
FFIV
F5 INC
+$140.1K
3,718
+1%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$135.6K
1,137
-21%
减持
BPOP
POPULAR INC
+$134.1K
13,968
-0%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$126.2K
1,470
-2%
增持
IBDS
ISHARES TR
+$124.8K
307,305
+2%
增持
MSI
MOTOROLA SOLUTIONS INC
+$123.9K
2,196
+2%
增持
—
MEDTRONIC PLC
-$120.0K
14,442
+1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$118.5K
2,928
-2%
增持
—
FLEXTRONICS INTL LTD
+$116.2K
22,739
+0%
增持
SPEM
SPDR INDEX SHS FDS
+$114.9K
7,921
+44%
增持
ADBE
ADOBE INC
-$112.7K
1,065
+0%
减持
FXL
FIRST TR EXCHANGE-TRADED FD
-$109.3K
5,515
-6%
增持
CL
COLGATE PALMOLIVE CO
+$109.2K
16,764
+0%
减持
MCD
MCDONALDS CORP
-$105.8K
2,127
-15%
增持
—
TRANE TECHNOLOGIES PLC
+$104.5K
2,789
+3%
减持
IBB
ISHARES TR
-$104.5K
2,714
-19%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$103.9K
15,202
+22%
减持
PANW
PALO ALTO NETWORKS INC
-$103.0K
2,532
-8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$98.0K
22,932
+8%
