Arlington Partners LLC
BIRMINGHAM AL · SEC CIK 0001389848
$5,010.32万2026Q1 申报市值
62持仓数
75.3%前十大占比 · 第一大 35.5%
17 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VGSH 新建仓+$1,320.49万
VEA 加仓+$914.86万
PSBD 加仓+$47.61万
RYAN 新建仓+$25.20万
TRU 新建仓+$25.02万
2026Q1 卖出最多 按季末市值估算
JNJ 重新持有-$684.97万
GSK 重新持有-$669.82万
CHRW 重新持有-$632.01万
BRK/B 重新持有-$621.71万
BMY 重新持有-$617.02万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML Holding NV ADR | $20.34万 | 0.41% | 154 | 154 | — | $20.34万 | 新建仓 |
| UL | Unilever PLC Spon ADR | $22.51万 | 0.45% | 3,952 | 3,952 | — | $22.51万 | 新建仓 |
| GD | General Dynamics Corp | $22.82万 | 0.46% | 665 | -14,816 | -95.7% | -$508.51万 | 重新持有 |
| KVUE | Kenvue Inc Com | $23.20万 | 0.46% | 13,455 | -248,656 | -94.9% | -$428.68万 | 重新持有 |
| ABT | Abbott Laboratories | $23.20万 | 0.46% | 2,260 | -35,462 | -94.0% | -$364.09万 | 重新持有 |
| AZO | Autozone Inc | $23.31万 | 0.47% | 69 | 69 | — | $23.31万 | 新建仓 |
| MDT | Medtronic PLC | $23.36万 | 0.47% | 2,696 | -51,462 | -95.0% | -$445.92万 | 重新持有 |
| CHRW | C.H. Robinson Worldwide Inc | $23.42万 | 0.47% | 1,410 | -38,057 | -96.4% | -$632.01万 | 重新持有 |
| CME | CME Group Inc | $23.45万 | 0.47% | 794 | -17,993 | -95.8% | -$531.42万 | 重新持有 |
| ADP | Automatic Data Processing Inc | $23.47万 | 0.47% | 1,155 | -15,347 | -93.0% | -$311.82万 | 重新持有 |
| OTIS | Otis Worldwide | $23.52万 | 0.47% | 3,052 | 3,052 | — | $23.52万 | 新建仓 |
| AON | Aon PLC | $23.56万 | 0.47% | 730 | -12,812 | -94.6% | -$413.55万 | 重新持有 |
| RTX | Raytheon Technologies Corp | $23.63万 | 0.47% | 1,225 | -31,743 | -96.3% | -$612.32万 | 重新持有 |
| HD | Home Depot Inc | $23.65万 | 0.47% | 719 | 719 | — | $23.65万 | 新建仓 |
| AAPL | Apple Inc | $23.70万 | 0.47% | 934 | -20,652 | -95.7% | -$524.13万 | 重新持有 |
| — | Honeywell International Inc | $23.71万 | 0.47% | 1,049 | 1,049 | — | $23.71万 | 新建仓 |
| BTI | British American Tobacco ADR | $23.72万 | 0.47% | 4,057 | -89,422 | -95.7% | -$522.85万 | 重新持有 |
| CRM | Salesforce.com Inc. | $23.76万 | 0.47% | 1,273 | 1,273 | — | $23.76万 | 新建仓 |
| ABNB | Airbnb Inc Class A | $23.79万 | 0.47% | 1,884 | 1,884 | — | $23.79万 | 新建仓 |
| ROP | Roper Technologies Inc | $23.81万 | 0.48% | 673 | -8,372 | -92.6% | -$296.25万 | 重新持有 |
| BRK/B | Berkshire Hathaway Inc B | $23.82万 | 0.48% | 497 | -12,974 | -96.3% | -$621.71万 | 重新持有 |
| MSCI | MSCI Inc | $23.82万 | 0.48% | 442 | 442 | — | $23.82万 | 新建仓 |
| ICE | Intercontinental Exchange Group | $23.83万 | 0.48% | 1,515 | -27,028 | -94.7% | -$425.10万 | 重新持有 |
| ACN | Accenture Plc | $23.85万 | 0.48% | 1,203 | -19,233 | -94.1% | -$381.37万 | 重新持有 |
| DEO | Diageo PLC Sponsored ADR | $23.86万 | 0.48% | 3,205 | -44,995 | -93.4% | -$334.99万 | 重新持有 |
| NVO | Novo Nordisk A/S Spons Adr | $23.87万 | 0.48% | 6,494 | -86,512 | -93.0% | -$317.93万 | 重新持有 |
| MSFT | Microsoft Corp | $23.88万 | 0.48% | 645 | -8,605 | -93.0% | -$318.53万 | 重新持有 |
| FOX | Fox Corporation Class B | $23.88万 | 0.48% | 4,498 | -89,269 | -95.2% | -$474.02万 | 重新持有 |
| IT | Gartner | $23.89万 | 0.48% | 1,509 | 1,509 | — | $23.89万 | 新建仓 |
| CTVA | Corteva, Inc. | $23.92万 | 0.48% | 2,857 | -65,874 | -95.8% | -$551.43万 | 重新持有 |
| ZTS | Zoetis Inc Common | $23.95万 | 0.48% | 2,026 | 2,026 | — | $23.95万 | 新建仓 |
| PG | Procter & Gamble Co | $23.96万 | 0.48% | 1,659 | -29,682 | -94.7% | -$428.73万 | 重新持有 |
| LYV | Live Nation Entertainment, Inc. | $24.02万 | 0.48% | 1,575 | -29,930 | -95.0% | -$456.46万 | 重新持有 |
| PM | Philip Morris International Inc | $24.04万 | 0.48% | 1,454 | -27,739 | -95.0% | -$458.64万 | 重新持有 |
| DIS | Disney Walt Co | $24.05万 | 0.48% | 2,495 | -39,658 | -94.1% | -$382.22万 | 重新持有 |
| EBAY | Ebay Inc | $24.06万 | 0.48% | 2,643 | -52,579 | -95.2% | -$478.57万 | 重新持有 |
| KO | Coca Cola Co | $24.07万 | 0.48% | 3,165 | -70,243 | -95.7% | -$534.20万 | 重新持有 |
| NVS | Novartis Ag Adr | $24.12万 | 0.48% | 1,579 | -38,049 | -96.0% | -$581.20万 | 重新持有 |
| BMY | Bristol-Myers Squibb Co | $24.12万 | 0.48% | 3,977 | -101,734 | -96.2% | -$617.02万 | 重新持有 |
| JNJ | Johnson & Johnson | $24.15万 | 0.48% | 988 | -28,022 | -96.6% | -$684.97万 | 重新持有 |
| GOOGL | Alphabet Inc. Stock Class A | $24.18万 | 0.48% | 841 | -18,042 | -95.5% | -$518.82万 | 重新持有 |
| GSK | GSK PLC ADR | $24.18万 | 0.48% | 4,382 | -121,366 | -96.5% | -$669.82万 | 重新持有 |
| SAP | SAP Ag Sponsored ADR | $24.21万 | 0.48% | 1,414 | -15,950 | -91.9% | -$273.08万 | 重新持有 |
| RTO | Rentokil Initial plc Sponsored ADR | $24.23万 | 0.48% | 7,698 | -192,403 | -96.2% | -$605.68万 | 重新持有 |
| SBUX | Starbucks Corp | $24.24万 | 0.48% | 2,706 | -56,209 | -95.4% | -$503.58万 | 重新持有 |
| HLN | Haleon PLC Spon ADS | $24.27万 | 0.48% | 24,246 | -484,640 | -95.2% | -$485.12万 | 重新持有 |
| NWSA | News Corp Class A | $24.29万 | 0.48% | 9,744 | -153,161 | -94.0% | -$381.83万 | 重新持有 |
| PEP | Pepsico Inc | $24.33万 | 0.49% | 1,567 | 1,567 | — | $24.33万 | 新建仓 |
| AJG | Arthur J Gallagher & Co | $24.34万 | 0.49% | 1,124 | 1,124 | — | $24.34万 | 新建仓 |
| V | Visa Inc Class A Shares | $24.36万 | 0.49% | 806 | -13,707 | -94.4% | -$414.28万 | 重新持有 |
| SPGI | S&P Global Inc. | $24.37万 | 0.49% | 573 | 573 | — | $24.37万 | 新建仓 |
| RELX | Relx PLC ADR | $24.43万 | 0.49% | 7,371 | -97,245 | -93.0% | -$322.37万 | 重新持有 |
| Z | Zillow Group Inc Class C | $24.45万 | 0.49% | 5,908 | -54,134 | -90.2% | -$224.01万 | 重新持有 |
| TMO | Thermo Fisher Scientific Inc | $24.77万 | 0.49% | 504 | -10,435 | -95.4% | -$512.91万 | 重新持有 |
| SOLV | Solventum Corp Com Shs | $24.89万 | 0.50% | 3,812 | -63,244 | -94.3% | -$412.98万 | 重新持有 |
| WMG | Warner Music Group Corp Com Cl A | $25.00万 | 0.50% | 9,789 | -143,654 | -93.6% | -$366.89万 | 重新持有 |
| TRU | TransUnion | $25.02万 | 0.50% | 3,616 | 3,616 | — | $25.02万 | 新建仓 |
| RYAN | Ryan Specialty Holdings Inc Class A | $25.20万 | 0.50% | 7,470 | 7,470 | — | $25.20万 | 新建仓 |
| EL | Estee Lauder Companies Inc. | $25.39万 | 0.51% | 3,537 | -63,822 | -94.7% | -$458.05万 | 重新持有 |
| PSBD | Palmer Square Capital BDC Inc | $498.61万 | 9.95% | 510,344 | 48,735 | 10.6% | $47.61万 | 加仓 |
| VGSH | Vanguard Short-Term Government Bond Index Fund ETF | $1,320.49万 | 26.36% | 225,571 | 225,571 | — | $1,320.49万 | 新建仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $1,779.94万 | 35.53% | 277,768 | 142,768 | 105.8% | $914.86万 | 加仓 |