KN

Kesler, Norman & Wride, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$5.8亿

申报季度: 2026-03-31 · 持股只数: 245

Kesler, Norman & Wride, LLC在最新一期 13F 报告中披露了 245 项持股，申报期为 2026-03-31，总持股市值约为 US$5.8亿，季度换手率为 14.8%。

机构性格雪花图

集中度
4.34
持仓稳定性
14.81
动能／逆势
100
行业集中度
48.01
多样化
100
仓位均衡度
87.09

近期动向

  • 减仓 SPY

    -28.3%　-US$400.7万

  • 减仓 MSFT

    +0.7%　-US$394.5万

  • 加仓 KR

    0.0%　US$261.7万

  • 加仓 PSX

    -0.1%　US$218.0万

  • 加仓 ADI

    +1.7%　US$194.6万

  • 减仓 AAPL

    -2.9%　-US$179.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1KRKroger Co股票-非周期性消费3.30%+0.46%—
2AAPLApple INC股票-科技2.99%-0.30%-2.92%
3MSFTMicrosoft CORP股票-科技2.28%-0.67%+0.67%
4ADIAnalog Devices INC股票-科技2.08%+0.35%+1.66%
5AVGOBroadcom INC股票-科技1.79%-0.25%-2.61%
6CORCencora INC股票-医疗保健1.77%-0.15%-1.45%
7COSTCostco Wholesale CORP股票-非周期性消费1.76%+0.23%-0.80%
8LHXL3harris Technologies INC股票-工业1.73%+0.25%-0.73%
9NVDANvidia CORP股票-科技1.68%-0.19%-4.37%
10WMTWalmart INC股票-非周期性消费1.65%+0.17%-0.04%
11GDGeneral Dynamics CORP股票-工业1.53%—-0.18%
12PHParker Hannifin CORP股票-工业1.50%—-0.01%
13SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.50%-0.68%-28.25%
14NFLXNetflix INC股票-通信服务1.49%—+1.26%
15CBChubb Limited股票-金融1.48%—+0.06%
16BLKBlackrock INC股票-金融1.44%-0.14%+0.70%
17IBDRIshares Ibonds Dec 2026 TermETF-其他1.41%—+0.41%
18CSCOCisco Systems INC股票-科技1.35%—-0.16%
19LOWLowe's Cos INC股票-周期性消费1.35%—-4.21%
20AMGNAmgen INC股票-医疗保健1.35%+0.10%+0.20%
21ICEIntercontinental Exchange In股票-金融1.34%-0.14%-6.71%
22VGTVanguard Info Tech ETFETF-科技型1.29%-0.11%-0.54%
23PSXPhillips 66股票-能源1.29%+0.38%-0.15%
24IBDSIshrs Ibnds Dec 27 CORP ETFETF-其他1.28%—+1.87%
25LMTLockheed Martin CORP股票-工业1.26%+0.26%+0.04%
26NEENextera Energy INC股票-公用事业1.23%+0.17%+0.02%
27UNPUnion Pacific CORP股票-工业1.16%—+0.28%
28MAMastercard INC - A股票-金融1.11%-0.16%-0.22%
29FLOTIshares Floating Rate Bond EETF-其他1.10%—+1.27%
30TAXCambria Tax Aware ETFETF-其他1.08%—-0.96%
31GOOGLAlphabet Inc-cl A股票-通信服务1.08%-0.13%-3.29%
32XOMExxon Mobil CORP股票-能源1.02%+0.27%-3.30%
33PGProcter & Gamble Co/the股票-非周期性消费1.02%—-3.39%
34APDAir Products & Chemicals INC股票-原材料1.01%+0.16%+0.49%
35SYKStryker CORP股票-医疗保健1.00%—-0.37%
36JKHYJack Henry & Associates INC股票-科技0.99%-0.11%+3.53%
37EMREmerson Electric Co股票-工业0.96%—-0.32%
38TXNTexas Instruments INC股票-科技0.96%—-3.52%
39ABTAbbott Laboratories股票-医疗保健0.96%-0.20%+0.86%
40JPMJpmorgan Chase & Co股票-金融0.87%—+5.94%
41IWLGNyli Winslow Lrg Cap Grw ETFETF-其他0.85%-0.11%+0.67%
42METAMeta Platforms Inc-class A股票-通信服务0.83%-0.10%+1.61%
43LLYEli Lilly & Co股票-医疗保健0.81%-0.14%-0.46%
44VVisa Inc-class A Shares股票-金融0.81%-0.11%+1.33%
45AMDAdvanced Micro Devices股票-科技0.80%—+7.54%
46PLTRPalantir Technologies Inc-a股票-科技0.79%—+12.15%
47ACNAccenture plc股票-科技0.78%-0.26%+0.20%
48SYLDCambria Shareholder Yield EtETF-其他0.75%—-0.25%
49IBDUIshares Ibonds Dec 2029 TermETF-其他0.69%+0.20%+40.81%
50AMZNAmazon.com INC股票-周期性消费0.68%-0.12%-6.14%
1–50 of 245

本季持股变动

Kesler, Norman & Wride, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Utilities ETF (VPU); 清仓: Cms Energy CORP (CMS); 清仓: Kontoor Brands INC (KTB); 清仓: Hp INC (HPQ); 新建仓: Welltower INC (WELL).

Kesler, Norman & Wride, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1KRKroger Co+0.5%—不变
2PSXPhillips 66+0.4%-0.15%减仓
3ADIAnalog Devices INC+0.4%+1.66%加仓
4XOMExxon Mobil CORP+0.3%-3.30%减仓
5FTSMFirst Trust Enh Short Mat Fd+0.3%+105.10%加仓
6LMTLockheed Martin CORP+0.3%+0.04%加仓
7LHXL3harris Technologies INC+0.3%-0.73%减仓
8COSTCostco Wholesale CORP+0.2%-0.80%减仓
9IBDUIshares Ibonds Dec 2029 Term+0.2%+40.81%加仓
10MUMicron Technology INC+0.2%+57.95%加仓
11WMTWalmart INC+0.2%-0.04%减仓
12NEENextera Energy INC+0.2%+0.02%加仓
13TPRTapestry INC+0.2%+208.40%加仓
14APDAir Products & Chemicals INC+0.2%+0.49%加仓
15LRCXLam Research CORP+0.1%+59.13%加仓
16FTITechnipFMC plc+0.1%-1.94%减仓
17AMGNAmgen INC+0.1%+0.20%加仓
18SPGIS&p Global INC-0.1%-0.12%减仓
19METAMeta Platforms Inc-class A-0.1%+1.61%加仓
20BSXBoston Scientific CORP-0.1%-23.66%减仓
21VVisa Inc-class A Shares-0.1%+1.33%加仓
22JKHYJack Henry & Associates INC-0.1%+3.53%加仓
23VGTVanguard Info Tech ETF-0.1%-0.54%减仓
24APPApplovin Corp-class A-0.1%+7.74%加仓
25IWLGNyli Winslow Lrg Cap Grw ETF-0.1%+0.67%加仓
26DASHDoordash INC - A-0.1%-42.51%减仓
27AMZNAmazon.com INC-0.1%-6.14%减仓
28GOOGLAlphabet Inc-cl A-0.1%-3.29%减仓
29BLKBlackrock INC-0.1%+0.70%加仓
30LLYEli Lilly & Co-0.1%-0.46%减仓
31ICEIntercontinental Exchange In-0.1%-6.71%减仓
32CORCencora INC-0.2%-1.45%减仓
33QQXTFirst Trust Nasdaq-100 Ex-te-0.2%-60.91%减仓
34MAMastercard INC - A-0.2%-0.22%减仓
35NVDANvidia CORP-0.2%-4.37%减仓
36BITBBitwise Bitcoin ETF-0.2%-0.38%减仓
37ABTAbbott Laboratories-0.2%+0.86%加仓
38AVGOBroadcom INC-0.3%-2.61%减仓
39ACNAccenture plc-0.3%+0.20%加仓
40AAPLApple INC-0.3%-2.92%减仓
41MSFTMicrosoft CORP-0.7%+0.67%加仓
42SPYSs Spdr S&p 500 ETF Trust-us-0.7%-28.25%减仓
43VPUVanguard Utilities ETF—NEW新建仓
44CMSCms Energy CORP—EXIT清仓
45KTBKontoor Brands INC—EXIT清仓
46HPQHp INC—EXIT清仓
47WELLWelltower INC—NEW新建仓
48PTCPtc INC—NEW新建仓
49IGEIshares North American Natur—NEW新建仓
50IYEIshares U.s. Energy ETF—NEW新建仓

FAQ

Kesler, Norman & Wride, LLC 是什么机构？属于哪种投资人类型？
Kesler, Norman & Wride, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$5.8亿，分布在 245 个已申报仓位之中。
Kesler, Norman & Wride, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Kesler, Norman & Wride, LLC 按市值排列的前几大持股为： 1. Kroger Co (KR) — US$1916.7万 (3.3%) 2. Apple INC (AAPL) — US$1738.6万 (3.0%) 3. Microsoft CORP (MSFT) — US$1325.2万 (2.3%) 4. Analog Devices INC (ADI) — US$1205.4万 (2.1%) 5. Broadcom INC (AVGO) — US$1038.3万 (1.8%)
Kesler, Norman & Wride, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Kesler, Norman & Wride, LLC 共进行了 49 项显著调整：新建仓 5 个仓位、加仓 19 个既有持股、减仓 22 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Vanguard Utilities ETF (VPU); 清仓: Cms Energy CORP (CMS); 清仓: Kontoor Brands INC (KTB); 清仓: Hp INC (HPQ); 新建仓: Welltower INC (WELL)
Kesler, Norman & Wride, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Kesler, Norman & Wride, LLC 的主要板块分布如下： • Information Technology: 30.3% • Financials: 13.3% • Industrials: 12.9% • Consumer Staples: 11.3% • Health Care: 11.0% • Communication Services: 5.8%