JOSH ARNOLD INVESTMENT CONSULTANT, LLC
EDINA MN · SEC CIK 0001911348
$1.59亿2026Q2 申报市值
21持仓数
94.3%前十大占比 · 第一大 55.9%
11 / 4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
AGL 新建仓+$782.41万
PRCH 新建仓+$570.09万
LESLIES INC 新建仓+$385.97万
INTC 新建仓+$241.91万
SPCX 新建仓+$238.09万
2026Q2 卖出最多 按季末市值估算
LYV 清仓-$190.94万
TKO 减仓-$170.31万
AAPL 减仓-$116.67万
PLTR 减仓-$71.29万
KTOS 清仓-$44.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,893.65万 | 55.94% | 307,356 | -4,032 | -1.3% | -$116.67万 | 减仓 |
| AMZN | AMAZON COM INC | $2,172.66万 | 13.67% | 91,158 | 3,135 | 3.6% | $74.72万 | 加仓 |
| STLN | THE ONCOLOGY INSTITUTE INC | $1,338.15万 | 8.42% | 2,464,359 | 0 | 0.0% | — | 不变 |
| AGL | AGILON HEALTH INC | $782.41万 | 4.92% | 73,000 | 73,000 | — | $782.41万 | 新建仓 |
| PRCH | PORCH GROUP INC | $570.09万 | 3.59% | 379,048 | 379,048 | — | $570.09万 | 新建仓 |
| — | LESLIES INC | $385.97万 | 2.43% | 380,270 | 380,270 | — | $385.97万 | 新建仓 |
| INTC | INTEL CORP | $241.91万 | 1.52% | 17,325 | 17,325 | — | $241.91万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $238.09万 | 1.50% | 21,220 | 21,220 | — | $238.09万 | 新建仓 |
| KOPN | KOPIN CORP | $201.60万 | 1.27% | 450,000 | 450,000 | — | $201.60万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $174.01万 | 1.09% | 14,915 | -6,110 | -29.1% | -$71.29万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $156.33万 | 0.98% | 13,225 | 1,525 | 13.0% | $18.03万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $150.28万 | 0.95% | 7,465 | -8,460 | -53.1% | -$170.31万 | 减仓 |
| — | FABRICAI INC | $101.66万 | 0.64% | 275,498 | 275,498 | — | $101.66万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $97.24万 | 0.61% | 1,345 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $90.60万 | 0.57% | 9,000 | 9,000 | — | $90.60万 | 新建仓 |
| YOU | CLEAR SECURE INC | $81.09万 | 0.51% | 14,550 | 14,550 | — | $81.09万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $77.04万 | 0.48% | 30,500 | 30,500 | — | $77.04万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $46.22万 | 0.29% | 37,550 | 0 | 0.0% | — | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.03万 | 0.23% | 740 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $36.35万 | 0.23% | 1,930 | 0 | 0.0% | — | 不变 |
| SEZL | SEZZLE INC | $25.74万 | 0.16% | 1,500 | 1,500 | — | $25.74万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -12,520 | -100.0% | -$190.94万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -6,350 | -100.0% | -$44.77万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -975 | -100.0% | -$28.04万 | 清仓 |
| SD | SANDRIDGE ENERGY INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$9.38万 | 清仓 |