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 |
|---|---|---|---|---|---|---|---|---|
| SW | SMURFIT WESTROCK PLC | $2,118.39万 | 1.48% | 457,931 | -4,437 | -1.0% | -$20.53万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $2,194.22万 | 1.54% | 1,940,072 | 17,212 | 0.9% | $19.47万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,206.61万 | 1.54% | 229,903 | 62,328 | 37.2% | $598.22万 | 加仓 |
| VTRS | VIATRIS INC | $2,320.03万 | 1.62% | 1,460,974 | -45,000 | -3.0% | -$71.46万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,440.96万 | 1.71% | 338,270 | 35,889 | 11.9% | $258.98万 | 加仓 |
| PFE | PFIZER INC | $2,453.26万 | 1.72% | 1,018,797 | 47,000 | 4.8% | $113.18万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2,534.95万 | 1.77% | 439,943 | 48,938 | 12.5% | $281.98万 | 加仓 |
| ADBE | ADOBE INC | $2,595.74万 | 1.82% | 126,609 | 57,123 | 82.2% | $1,171.14万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,631.35万 | 1.84% | 63,310 | -8,100 | -11.3% | -$336.66万 | 减仓 |
| XPO | XPO INC | $2,691.35万 | 1.88% | 131,100 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $2,927.34万 | 2.05% | 154,290 | -748 | -0.5% | -$14.19万 | 减仓 |
| SLM | SLM CORP | $3,254.47万 | 2.28% | 1,254,613 | -15,000 | -1.2% | -$38.91万 | 减仓 |
| CSCO | CISCO SYS INC | $3,396.21万 | 2.38% | 289,138 | -59,427 | -17.0% | -$698.03万 | 减仓 |
| T | AT&T INC | $3,896.53万 | 2.73% | 1,882,381 | 541,069 | 40.3% | $1,120.01万 | 加仓 |
| AVGO | BROADCOM INC | $3,954.66万 | 2.77% | 104,690 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $6,071.12万 | 4.25% | 70,754 | -12,249 | -14.8% | -$1,051.04万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $6,151.99万 | 4.30% | 206,519 | -11,718 | -5.4% | -$349.07万 | 减仓 |
| GOOGL | ALPHABET INC | $6,702.72万 | 4.69% | 187,557 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $6,823.43万 | 4.77% | 203,794 | -15,591 | -7.1% | -$522.02万 | 减仓 |
| COHR | COHERENT CORP | $6,861.61万 | 4.80% | 173,945 | -63,090 | -26.6% | -$2,488.71万 | 减仓 |
| IAU | ISHARES GOLD TR | $1.33亿 | 9.28% | 1,757,254 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $1.45亿 | 10.13% | 392,908 | 0 | 0.0% | — | 不变 |