Arlington Partners LLC 13F 持仓 · 2026年Q2
Arlington Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 5,536.53 万美元。前几大持仓：VEA（38.35%）、VGSH（23.71%）、PSBD（9.60%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard FTSE Developed Markets ETF | $21.2M | 38.35% | 298,007 | 增持 |
| 2 | VGSH | Vanguard Short-Term Government Bond Index Fund ETF | $13.1M | 23.71% | 225,571 | 持平 |
| 3 | PSBD | Palmer Square Capital BDC Inc | $5.3M | 9.60% | 510,344 | 持平 |
| 4 | AQEC | AQE Core ETF | $768,496 | 1.39% | 32,191 | 新建仓 |
| 5 | NVO | Novo Nordisk A/S Spons Adr | $324,889 | 0.59% | 6,777 | 增持 |
| 6 | HD | Home Depot Inc | $312,827 | 0.57% | 887 | 增持 |
| 7 | TMO | Thermo Fisher Scientific Inc | $309,840 | 0.56% | 618 | 增持 |
| 8 | AJG | Arthur J Gallagher & Co | $303,951 | 0.55% | 1,324 | 增持 |
| 9 | ASML | ASML Holding NV ADR | $306,374 | 0.55% | 154 | 持平 |
| 10 | AON | Aon PLC | $294,209 | 0.53% | 887 | 增持 |
| 11 | SOLV | Solventum Corp Com Shs | $294,096 | 0.53% | 3,812 | 持平 |
| 12 | UL | Unilever PLC Spon ADR | $291,041 | 0.53% | 4,841 | 增持 |
| 13 | LYV | Live Nation Entertainment, Inc. | $288,398 | 0.52% | 1,575 | 持平 |
| 14 | BMY | Bristol-Myers Squibb Co | $279,687 | 0.51% | 4,854 | 增持 |
| 15 | GSK | GSK PLC ADR | $282,439 | 0.51% | 5,388 | 增持 |
| 16 | ROP | Roper Technologies Inc | $280,187 | 0.51% | 828 | 增持 |
| 17 | RYAN | Ryan Specialty Holdings Inc Class A | $282,067 | 0.51% | 7,470 | 持平 |
| 18 | SPGI | S&P Global Inc. | $283,860 | 0.51% | 697 | 增持 |
| 19 | ABNB | Airbnb Inc Class A | $278,759 | 0.50% | 1,948 | 增持 |
| 20 | EL | Estee Lauder Companies Inc. | $279,246 | 0.50% | 3,537 | 持平 |
| 21 | HLN | Haleon PLC Spon ADS | $278,277 | 0.50% | 29,826 | 增持 |
| 22 | PG | Procter & Gamble Co | $274,217 | 0.50% | 1,870 | 增持 |
| 23 | SBUX | Starbucks Corp | $276,526 | 0.50% | 2,706 | 持平 |
| 24 | V | Visa Inc Class A Shares | $276,531 | 0.50% | 806 | 持平 |
| 25 | CHRW | C.H. Robinson Worldwide Inc | $271,210 | 0.49% | 1,440 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR