Arnhold LLC
New York NY · SEC CIK 0001733755
$14.29亿2026Q2 申报市值
113持仓数
50.1%前十大占比 · 第一大 10.1%
3 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ADBE 加仓+$1,171.14万
T 加仓+$1,120.01万
BABA 加仓+$598.22万
ADT 加仓+$462.54万
BIO 加仓+$371.89万
2026Q2 卖出最多 按季末市值估算
COHR 减仓-$2,488.71万
LITE 减仓-$1,051.04万
TERNS PHARMACEUT 清仓-$856.40万
CLEARWATER ANALY 清仓-$819.50万
CSCO 减仓-$698.03万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $1.45亿 | 10.13% | 392,908 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $1.33亿 | 9.28% | 1,757,254 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $6,861.61万 | 4.80% | 173,945 | -63,090 | -26.6% | -$2,488.71万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $6,823.43万 | 4.77% | 203,794 | -15,591 | -7.1% | -$522.02万 | 减仓 |
| GOOGL | ALPHABET INC | $6,702.72万 | 4.69% | 187,557 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $6,151.99万 | 4.30% | 206,519 | -11,718 | -5.4% | -$349.07万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $6,071.12万 | 4.25% | 70,754 | -12,249 | -14.8% | -$1,051.04万 | 减仓 |
| AVGO | BROADCOM INC | $3,954.66万 | 2.77% | 104,690 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3,896.53万 | 2.73% | 1,882,381 | 541,069 | 40.3% | $1,120.01万 | 加仓 |
| CSCO | CISCO SYS INC | $3,396.21万 | 2.38% | 289,138 | -59,427 | -17.0% | -$698.03万 | 减仓 |
| SLM | SLM CORP | $3,254.47万 | 2.28% | 1,254,613 | -15,000 | -1.2% | -$38.91万 | 减仓 |
| RTX | RTX CORPORATION | $2,927.34万 | 2.05% | 154,290 | -748 | -0.5% | -$14.19万 | 减仓 |
| XPO | XPO INC | $2,691.35万 | 1.88% | 131,100 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2,631.35万 | 1.84% | 63,310 | -8,100 | -11.3% | -$336.66万 | 减仓 |
| ADBE | ADOBE INC | $2,595.74万 | 1.82% | 126,609 | 57,123 | 82.2% | $1,171.14万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,534.95万 | 1.77% | 439,943 | 48,938 | 12.5% | $281.98万 | 加仓 |
| PFE | PFIZER INC | $2,453.26万 | 1.72% | 1,018,797 | 47,000 | 4.8% | $113.18万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $2,440.96万 | 1.71% | 338,270 | 35,889 | 11.9% | $258.98万 | 加仓 |
| VTRS | VIATRIS INC | $2,320.03万 | 1.62% | 1,460,974 | -45,000 | -3.0% | -$71.46万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,206.61万 | 1.54% | 229,903 | 62,328 | 37.2% | $598.22万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2,194.22万 | 1.54% | 1,940,072 | 17,212 | 0.9% | $19.47万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,118.39万 | 1.48% | 457,931 | -4,437 | -1.0% | -$20.53万 | 减仓 |
| EG | EVEREST GROUP LTD | $2,012.56万 | 1.41% | 56,338 | 8,633 | 18.1% | $308.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,991.45万 | 1.39% | 470,347 | 30,096 | 6.8% | $127.43万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $1,979.77万 | 1.39% | 1,537,089 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1,977.39万 | 1.38% | 256,537 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $1,947.95万 | 1.36% | 356,636 | -3,262 | -0.9% | -$17.82万 | 减仓 |
| ADT | ADT INC DEL | $1,907.53万 | 1.33% | 2,934,656 | 711,599 | 32.0% | $462.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,739.11万 | 1.22% | 34,755 | -186 | -0.5% | -$9.31万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $1,713.40万 | 1.20% | 500,700 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1,675.72万 | 1.17% | 835,356 | -2,000 | -0.2% | -$4.01万 | 减仓 |
| BIO | BIO RAD LABS INC | $1,631.53万 | 1.14% | 55,568 | 12,666 | 29.5% | $371.89万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,532.43万 | 1.07% | 268,942 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $1,384.57万 | 0.97% | 390,900 | 16,900 | 4.5% | $59.86万 | 加仓 |
| BAX | BAXTER INTL INC | $1,343.73万 | 0.94% | 630,267 | -15,000 | -2.3% | -$31.98万 | 减仓 |
| MQ | MARQETA INC | $1,194.22万 | 0.84% | 2,941,437 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,136.57万 | 0.80% | 238,074 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1,103.82万 | 0.77% | 255,633 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $877.23万 | 0.61% | 164,060 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $850.20万 | 0.59% | 29,382 | -342 | -1.2% | -$9.90万 | 减仓 |
| MTB | M & T BK CORP | $836.06万 | 0.58% | 35,127 | -3,250 | -8.5% | -$77.35万 | 减仓 |
| MRK | MERCK & CO INC | $597.50万 | 0.42% | 46,498 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $525.08万 | 0.37% | 83,413 | -1,182 | -1.4% | -$7.44万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $470.29万 | 0.33% | 41,366 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $408.95万 | 0.29% | 4,253 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $388.34万 | 0.27% | 6,228 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $379.29万 | 0.27% | 15,914 | -1,371 | -7.9% | -$32.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $363.36万 | 0.25% | 21,921 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $355.03万 | 0.25% | 297,345 | 15,000 | 5.3% | $17.91万 | 加仓 |
| EOG | EOG RES INC | $343.45万 | 0.24% | 26,474 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $333.81万 | 0.23% | 58,307 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $333.80万 | 0.23% | 377,176 | -238,503 | -38.7% | -$211.08万 | 减仓 |
| INTC | INTEL CORP | $331.13万 | 0.23% | 23,715 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $318.99万 | 0.22% | 6,147 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $314.43万 | 0.22% | 23,222 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $311.50万 | 0.22% | 39,819 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $306.94万 | 0.21% | 79,250 | 19,384 | 32.4% | $75.07万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $289.98万 | 0.20% | 22,952 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $278.30万 | 0.19% | 10,958 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $269.17万 | 0.19% | 17,787 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $262.46万 | 0.18% | 85,491 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $237.54万 | 0.17% | 19,089 | 19,089 | — | $237.54万 | 新建仓 |
| HSY | HERSHEY CO | $236.51万 | 0.17% | 13,480 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $235.67万 | 0.16% | 6,670 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $232.14万 | 0.16% | 98,281 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $227.25万 | 0.16% | 25,113 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $208.69万 | 0.15% | 271,020 | 0 | 0.0% | — | 不变 |
| RH | RH | $205.42万 | 0.14% | 12,470 | -850 | -6.4% | -$14.00万 | 减仓 |
| — | EXXON MOBIL CORP | $203.14万 | 0.14% | 14,858 | -4,028 | -21.3% | -$55.07万 | 减仓 |
| NVS | NOVARTIS AG | $198.03万 | 0.14% | 12,636 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $197.48万 | 0.14% | 18,370 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $180.91万 | 0.13% | 10,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $166.62万 | 0.12% | 2,958 | -166 | -5.3% | -$9.35万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $160.40万 | 0.11% | 85,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $155.78万 | 0.11% | 7,065 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $141.51万 | 0.10% | 56,000 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $135.85万 | 0.10% | 12,000 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $119.88万 | 0.08% | 39,736 | 3,250 | 8.9% | $9.81万 | 加仓 |
| WMT | WALMART INC | $106.41万 | 0.07% | 9,395 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $105.88万 | 0.07% | 17,530 | 0 | 0.0% | — | 不变 |
| — | WHIRLPOOL CORP | $103.60万 | 0.07% | 29,500 | 7,500 | 34.1% | $26.34万 | 加仓 |
| — | AMPLIFY ETF TR | $93.59万 | 0.07% | 11,610 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $83.93万 | 0.06% | 2,250 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $83.87万 | 0.06% | 17,145 | 5,091 | 42.2% | $24.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $81.57万 | 0.06% | 2,492 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $79.12万 | 0.06% | 9,190 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $73.34万 | 0.05% | 66,677 | -15,000 | -18.4% | -$16.50万 | 减仓 |
| MO | ALTRIA GROUP INC | $71.95万 | 0.05% | 10,000 | -5,000 | -33.3% | -$35.98万 | 减仓 |
| CHYM | CHIME FINL INC | $67.06万 | 0.05% | 32,742 | 32,742 | — | $67.06万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $61.60万 | 0.04% | 45,762 | 30,000 | 190.3% | $40.38万 | 加仓 |
| WHR | WHIRLPOOL CORP | $61.10万 | 0.04% | 15,500 | -1,200 | -7.2% | -$4.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $60.63万 | 0.04% | 2,156 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $43.33万 | 0.03% | 42,688 | 11,423 | 36.5% | $11.59万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $39.98万 | 0.03% | 8,000 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $38.55万 | 0.03% | 4,005 | -459 | -10.3% | -$4.42万 | 减仓 |
| — | NEW GERMANY FD INC | $38.32万 | 0.03% | 33,440 | 443 | 1.3% | $5,077 | 加仓 |
| UNM | UNUM GROUP | $35.76万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $35.35万 | 0.02% | 23,663 | -3 | -0.0% | -$45 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $33.38万 | 0.02% | 2,400 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $31.81万 | 0.02% | 800 | 0 | 0.0% | — | 不变 |