JOSH ARNOLD INVESTMENT CONSULTANT, LLC
EDINA MN · SEC CIK 0001911348
$1.16亿2026Q1 申报市值
13持仓数
99.4%前十大占比 · 第一大 67.9%
2 / 4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
AKAM 新建仓+$135.43万
LYV 加仓+$13.65万
SD 新建仓+$9.38万
STLN 加仓+$1.40万
2026Q1 卖出最多 按季末市值估算
TFX 清仓-$3,234.06万
SNOW 清仓-$1,864.56万
AMZN 减仓-$228.06万
NKE 清仓-$158.16万
AAPL 减仓-$123.22万
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 |
|---|---|---|---|---|---|---|---|---|
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -265,000 | -100.0% | -$3,234.06万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -85,000 | -100.0% | -$1,864.56万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -24,825 | -100.0% | -$158.16万 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ADAPTIMMUNE THERAPEUTICS PLC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$520 | 清仓 |
| SD | SANDRIDGE ENERGY INC | $9.38万 | 0.08% | 5,750 | 5,750 | — | $9.38万 | 新建仓 |
| GOOGL | ALPHABET INC | $28.04万 | 0.24% | 975 | -75 | -7.1% | -$2.16万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $32.05万 | 0.28% | 1,930 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.46万 | 0.30% | 740 | -100 | -11.9% | -$4.79万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $44.77万 | 0.38% | 6,350 | -425 | -6.3% | -$3.00万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $45.97万 | 0.39% | 1,345 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $135.43万 | 1.16% | 11,700 | 11,700 | — | $135.43万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $190.94万 | 1.64% | 12,520 | 895 | 7.7% | $13.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $307.55万 | 2.64% | 21,025 | -4,415 | -17.4% | -$64.58万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $321.13万 | 2.76% | 15,925 | -4,660 | -22.6% | -$93.97万 | 减仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $756.56万 | 6.50% | 2,464,359 | 4,550 | 0.2% | $1.40万 | 加仓 |
| AMZN | AMAZON COM INC | $1,833.26万 | 15.75% | 88,023 | -10,950 | -11.1% | -$228.06万 | 减仓 |
| AAPL | APPLE INC | $7,902.72万 | 67.87% | 311,388 | -4,855 | -1.5% | -$123.22万 | 减仓 |