13FBOX
Arlington Partners LLC · 13F 持仓分析
期权收益计算器 机构排行

Arlington Partners LLC

No.9507 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5,536.5万
环比变动 Q1 2026
+$526.2万+10.5%
持仓股票数
64
新买入
2
加仓
29
减仓
10
清仓
0
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·FTSEVEA
38.35%35.53%$2,123.3万29.8万股$1,779.9万27.8万股+2.0万股+7.29%加仓
V先锋领航斯科茨代尔基金VGSH
23.71%26.36%$1,312.8万22.6万股$1,320.5万22.6万股00.00%持仓不变
PPALMER SQUARE CAPITAL BDCPSBD
9.6%9.95%$531.8万51.0万股$498.6万51.0万股00.00%持仓不变
AAQE Core ETFAQEC
1.39%$76.8万3.2万股$00股+3.2万股新买入
诺和诺德NVO
0.59%0.48%$32.5万6,777股$23.9万6,494股+283股+4.36%加仓
家得宝HD
0.57%0.47%$31.3万887股$23.6万719股+168股+23.37%加仓
T赛默飞世尔TMO
0.56%0.49%$31.0万618股$24.8万504股+114股+22.62%加仓
阿斯麦ASML
0.55%0.41%$30.6万154股$20.3万154股00.00%持仓不变
GALLAGHER ARTHUR J & COMAJG
0.55%0.49%$30.4万1,324股$24.3万1,124股+200股+17.79%加仓
AON SHS CL AAON
0.53%0.47%$29.4万887股$23.6万730股+157股+21.51%加仓
SSOLVENTUM COM SHSSOLV
0.53%0.5%$29.4万3,812股$24.9万3,812股00.00%持仓不变
UUNILEVER SPON ADR NEWUL
0.53%0.45%$29.1万4,841股$22.5万3,952股+889股+22.49%加仓
Live NationLYV
0.52%0.48%$28.8万1,575股$24.0万1,575股00.00%持仓不变
标普全球SPGI
0.51%0.49%$28.4万697股$24.4万573股+124股+21.64%加仓
GSK SPONSORED ADRGSK
0.51%0.48%$28.2万5,388股$24.2万4,382股+1,006股+22.96%加仓
RYAN SPECIALTYRYAN
0.51%0.5%$28.2万7,470股$25.2万7,470股00.00%持仓不变
Roper科技ROP
0.51%0.48%$28.0万828股$23.8万673股+155股+23.03%加仓
百时美施贵宝BMY
0.51%0.48%$28.0万4,854股$24.1万3,977股+877股+22.05%加仓
LAUDER ESTEE COS CL AEL
0.5%0.51%$27.9万3,537股$25.4万3,537股00.00%持仓不变
AIRBNB COM CL AABNB
0.5%0.47%$27.9万1,948股$23.8万1,884股+64股+3.40%加仓
HALEON SPON ADSHLN
0.5%0.48%$27.8万3.0万股$24.3万2.4万股+5,580股+23.01%加仓
VisaV
0.5%0.49%$27.7万806股$24.4万806股00.00%持仓不变
星巴克SBUX
0.5%0.48%$27.7万2,706股$24.2万2,706股00.00%持仓不变
宝洁PG
0.5%0.48%$27.4万1,870股$24.0万1,659股+211股+12.72%加仓
CC H ROBINSON WORLDWIDE INCHRW
0.49%0.47%$27.1万1,440股$23.4万1,410股+30股+2.13%加仓
美敦力MDT
0.49%0.47%$27.0万3,445股$23.4万2,696股+749股+27.78%加仓
KENVUE COMKVUE
0.48%0.46%$26.6万1.4万股$23.2万1.3万股+464股+3.45%加仓
PHILIP MORRIS INTLPM
0.48%0.48%$26.3万1,454股$24.0万1,454股00.00%持仓不变
环联TRU
0.47%0.5%$26.1万3,616股$25.0万3,616股00.00%持仓不变
ADPADP
0.47%0.47%$25.9万1,155股$23.5万1,155股00.00%持仓不变
DIAGEO SPON ADR NEWDEO
0.47%0.48%$25.8万3,205股$23.9万3,205股00.00%持仓不变
可口可乐KO
0.46%0.48%$25.7万3,165股$24.1万3,165股00.00%持仓不变
苹果AAPL
0.46%0.47%$25.6万886股$23.7万934股-48股-5.14%减仓
EEBAY COMEBAY
0.46%0.48%$25.4万2,269股$24.1万2,643股-374股-14.15%减仓
OTIS WORLDWIDEOTIS
0.46%0.47%$25.3万3,539股$23.5万3,052股+487股+15.96%加仓
明晟MSCI
0.46%0.48%$25.3万451股$23.8万442股+9股+2.04%加仓
BRITISH AMERN TOB SPONSORED ADRBTI
0.45%0.47%$25.1万4,057股$23.7万4,057股00.00%持仓不变
赛富时CRM
0.45%0.47%$24.9万1,588股$23.8万1,273股+315股+24.74%加仓
伯克希尔哈撒韦BRK.B
0.45%0.48%$24.9万497股$23.8万497股00.00%持仓不变
诺华NVS
0.45%0.48%$24.7万1,579股$24.1万1,579股00.00%持仓不变
谷歌AGOOGL
0.44%0.48%$24.4万683股$24.2万841股-158股-18.79%减仓
ZOETIS CL AZTS
0.44%0.48%$24.2万3,373股$23.9万2,026股+1,347股+66.49%加仓
CORTEVA COMCTVA
0.44%0.48%$24.2万2,857股$23.9万2,857股00.00%持仓不变
新闻集团NWSA
0.44%0.48%$24.2万9,744股$24.3万9,744股00.00%持仓不变
微软MSFT
0.43%0.48%$24.1万645股$23.9万645股00.00%持仓不变
迪士尼DIS
0.43%0.48%$24.0万2,495股$24.0万2,495股00.00%持仓不变
高德纳IT
0.43%0.48%$24.0万1,850股$23.9万1,509股+341股+22.60%加仓
汽车地带AZO
0.43%0.47%$24.0万75股$23.3万69股+6股+8.70%加仓
福克斯FOXA
0.43%0.48%$23.7万5,054股$23.9万4,498股+556股+12.36%加仓
RELX SPONSORED ADRRELX
0.42%0.49%$23.3万7,371股$24.4万7,371股00.00%持仓不变

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