Arnhold LLC
New York NY · SEC CIK 0001733755
$13.62亿2026Q1 申报市值
118持仓数
49.7%前十大占比 · 第一大 12.4%
6 / 1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
ADBE 新建仓+$1,689.07万
KD 加仓+$950.46万
TERNS PHARMACEUT 新建仓+$856.40万
SLM 加仓+$504.29万
ADT 加仓+$428.06万
2026Q1 卖出最多 按季末市值估算
GLD 减仓-$4,798.81万
LITE 减仓-$2,467.25万
VRT 减仓-$1,353.13万
COHR 减仓-$821.73万
EG 减仓-$282.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $2,102.40万 | 1.54% | 167,575 | 16,839 | 11.2% | $211.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,161.64万 | 1.59% | 218,237 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $2,175.03万 | 1.60% | 302,381 | 56,447 | 23.0% | $406.02万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,210.06万 | 1.62% | 440,251 | -10,000 | -2.2% | -$50.20万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,225.97万 | 1.63% | 359,898 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,371.45万 | 1.74% | 391,005 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $2,522.79万 | 1.85% | 1,922,860 | 724,436 | 60.4% | $950.46万 | 加仓 |
| XPO | XPO INC | $2,550.55万 | 1.87% | 131,100 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $2,704.52万 | 1.99% | 348,565 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $2,718.24万 | 2.00% | 1,269,613 | 235,541 | 22.8% | $504.29万 | 加仓 |
| PFE | PFIZER INC | $2,728.81万 | 2.00% | 971,797 | 12,000 | 1.3% | $33.70万 | 加仓 |
| RTX | RTX CORPORATION | $2,990.68万 | 2.20% | 155,038 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $3,240.26万 | 2.38% | 104,690 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $3,888.46万 | 2.86% | 1,341,312 | 35,000 | 2.7% | $101.47万 | 加仓 |
| GOOGL | ALPHABET INC | $5,393.39万 | 3.96% | 187,557 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $5,497.35万 | 4.04% | 219,385 | -54,000 | -19.8% | -$1,353.13万 | 减仓 |
| COHR | COHERENT CORP | $5,646.41万 | 4.15% | 237,035 | -34,496 | -12.7% | -$821.73万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $5,833.12万 | 4.28% | 83,003 | -35,108 | -29.7% | -$2,467.25万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.55亿 | 11.38% | 1,757,254 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.69亿 | 12.42% | 392,908 | -111,525 | -22.1% | -$4,798.81万 | 减仓 |