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Arlington Trust Co LLC

集中型投资策略趋势追踪型长期持有型

申报总市值

US$11.8亿

申报季度: 2026-06-30 · 持股只数: 846

Arlington Trust Co LLC在最新一期 13F 报告中披露了 846 项持股，申报期为 2026-06-30，总持股市值约为 US$11.8亿，季度换手率为 8.5%。

机构性格雪花图

集中度
100
持仓稳定性
8.47
动能／逆势
100
行业集中度
59.66
多样化
100
仓位均衡度
0

近期动向

  • 减仓 AQEC

    -0.1%　US$517.5万

  • 减仓 VEA

    -21.8%　-US$721.0万

  • 加仓 RSP

    +8.4%　US$1051.1万

  • 减仓 SFBS

    -92.9%　-US$758.3万

  • 加仓 VTI

    +1.1%　US$1033.8万

  • 加仓 VGSH

    +7.4%　US$1228.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1AQECAqe Core ETFETF-其他46.64%-1.55%-0.14%
2VGSHVanguard Short-term TreasuryETF-政府公债16.34%+0.39%+7.41%
3VYMVanguard High Dvd Yield ETFETF-其他6.13%+0.16%+0.42%
4VTIVanguard Total Stock Mkt ETFETF-其他6.13%+0.65%+1.11%
5RSPInvesco S&p 500 Equal WeightETF-大型股与成长5.29%+0.69%+8.38%
6VEAVanguard Ftse Developed ETFETF-其他4.05%-0.81%-21.82%
7VIGVanguard Dividend Apprec ETFETF-其他2.66%+0.15%+0.46%
8SMDVProshrs Rsl 2000 Dvd Grw ETFETF-其他0.82%+0.04%-2.11%
9IVEIshares S&p 500 Value ETFETF-大型股与成长0.75%-0.17%-20.22%
10AAPLApple INC股票-科技0.62%+0.11%+9.80%
11VOOVanguard S&p 500 ETFETF-大型股与成长0.50%+0.15%+32.43%
12IVVIshares Core S&p 500 ETFETF-大型股与成长0.45%+0.09%+13.34%
13IJHIshares Core S&p Midcap ETFETF-其他0.34%+0.03%+0.13%
14BRK-BBerkshire Hathaway Inc-cl B股票-其他0.34%—+0.80%
15NVDANvidia CORP股票-科技0.33%+0.04%+1.30%
16GOOGLAlphabet Inc-cl A股票-通信服务0.27%+0.07%+11.44%
17MSFTMicrosoft CORP股票-科技0.24%+0.02%+10.47%
18TSLATesla INC股票-周期性消费0.23%+0.02%+0.02%
19IAUIshares Gold TrustETF-避险与商品0.21%-0.08%-8.59%
20GLDSpdr Gold SharesETF-避险与商品0.21%-0.05%-3.16%
21DGPDb Gold Double Long EtnETF-避险与商品0.20%-0.09%—
22VOOVVanguard S&p 500 Value ETFETF-大型股与成长0.19%-0.06%-26.23%
23VTWOVanguard Russell 2000 ETFETF-中小型股0.18%+0.03%+1.42%
24GOOGAlphabet Inc-cl C股票-通信服务0.17%+0.03%+2.68%
25AMZNAmazon.com INC股票-周期性消费0.16%+0.02%+7.33%
26ACWIIshares Msci Acwi ETFETF-其他0.16%—-2.00%
27AVGOBroadcom INC股票-科技0.16%+0.02%-2.64%
28VXUSVanguard Total Intl StockETF-其他0.16%——
29IXUSIshares Core Intl Stock ETFETF-其他0.15%—-12.16%
30MLPXGlobal X Mlp & Energy InfrasETF-其他0.14%—-4.71%
31IJRIshares Core S&p Small-cap EETF-中小型股0.14%+0.02%+0.17%
32MTBM & T Bank CORP股票-金融0.14%——
33AJGArthur J Gallagher & Co股票-金融0.13%——
34SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.13%-0.04%-28.69%
35VVisa Inc-class A Shares股票-金融0.13%+0.02%+8.44%
36TLTDFlexshares Morningstar DevelETF-其他0.12%—-12.50%
37JPMJpmorgan Chase & Co股票-金融0.11%+0.02%+8.40%
38QQQInvesco Qqq Trust Series 1ETF-科技型0.10%+0.02%—
39SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.10%——
40VTVanguard Tot World Stk ETFETF-其他0.10%—-15.41%
41CIFRCipher Digital INC股票-科技0.09%+0.09%+319230.77%
42BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.08%-0.04%-32.37%
43METAMeta Platforms Inc-class A股票-通信服务0.08%—+7.81%
44BKLCBny Mellon US Lrg Cap CorETF-其他0.07%+0.07%NEW
45SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.07%——
46IWFIshares Russell 1000 GrowthETF-其他0.07%+0.04%+671.92%
47SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.06%——
48BRK-ABerkshire Hathaway Inc-cl A股票-其他0.06%+0.06%NEW
49EEMIshares Msci Emerging MarketETF-新兴市场0.06%——
50CSCOCisco Systems INC股票-科技0.06%+0.02%+1.19%
1–50 of 846

本季持股变动

Arlington Trust Co LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Bny Mellon US Lrg Cap Cor (BKLC); 新建仓: Berkshire Hathaway Inc-cl A (BRK-A); 新建仓: Jpmorgan Ultra-short Income (JPST); 新建仓: Ishares S&p Mid-cap 400 Grow (IJK); 新建仓: Bny Mellon Core Plus ETF (BCPL).

Arlington Trust Co LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1RSPInvesco S&p 500 Equal Weight+0.7%+8.38%加仓
2VTIVanguard Total Stock Mkt ETF+0.7%+1.11%加仓
3VGSHVanguard Short-term Treasury+0.4%+7.41%加仓
4VYMVanguard High Dvd Yield ETF+0.2%+0.42%加仓
5VIGVanguard Dividend Apprec ETF+0.2%+0.46%加仓
6VOOVanguard S&p 500 ETF+0.2%+32.43%加仓
7AAPLApple INC+0.1%+9.80%加仓
8IVVIshares Core S&p 500 ETF+0.1%+13.34%加仓
9CIFRCipher Digital INC+0.1%+319230.77%加仓
10GOOGLAlphabet Inc-cl A+0.1%+11.44%加仓
11BKLCBny Mellon US Lrg Cap Cor+0.1%NEW新建仓
12BRK-ABerkshire Hathaway Inc-cl A+0.1%NEW新建仓
13SMDVProshrs Rsl 2000 Dvd Grw ETF0%-2.11%减仓
14NVDANvidia CORP0%+1.30%加仓
15IWFIshares Russell 1000 Growth0%+671.92%加仓
16IJHIshares Core S&p Midcap ETF0%+0.13%加仓
17GOOGAlphabet Inc-cl C0%+2.68%加仓
18VTWOVanguard Russell 2000 ETF0%+1.42%加仓
19JPSTJpmorgan Ultra-short Income0%NEW新建仓
20AMATApplied Materials INC0%+4.77%加仓
21BBJPJpmorgan Betabuilders Japan0%+165.19%加仓
22AMZNAmazon.com INC0%+7.33%加仓
23AMDAdvanced Micro Devices0%+3.27%加仓
24TSLATesla INC0%+0.02%加仓
25AVGOBroadcom INC0%-2.64%减仓
26XLFSs Financial Select Sector0%+132.37%加仓
27MSFTMicrosoft CORP0%+10.47%加仓
28VVisa Inc-class A Shares0%+8.44%加仓
29IJKIshares S&p Mid-cap 400 Grow0%NEW新建仓
30QQQInvesco Qqq Trust Series 10%—不变
31IJRIshares Core S&p Small-cap E0%+0.17%加仓
32VUGVanguard Growth ETF0%+33900.00%加仓
33CSCOCisco Systems INC0%+1.19%加仓
34BCPLBny Mellon Core Plus ETF0%NEW新建仓
35DLTRDollar Tree INC0%+4540.48%加仓
36MUMicron Technology INC0%+3.76%加仓
37JPMJpmorgan Chase & Co0%+8.40%加仓
38GELGenesis Energy L.p.0%-46.38%减仓
39VBVanguard Small-cap ETF0%-92.46%减仓
40BILSs Spdr Bb 1-3m T-bill ETF0%-32.37%减仓
41SPYSs Spdr S&p 500 ETF Trust-us0%-28.69%减仓
42VYMIVanguard Int High Dvd Yld In-0.1%-52.90%减仓
43GLDSpdr Gold Shares-0.1%-3.16%减仓
44VOOVVanguard S&p 500 Value ETF-0.1%-26.23%减仓
45IAUIshares Gold Trust-0.1%-8.59%减仓
46DGPDb Gold Double Long Etn-0.1%—不变
47IVEIshares S&p 500 Value ETF-0.2%-20.22%减仓
48SFBSServisfirst Bancshares INC-0.7%-92.88%减仓
49VEAVanguard Ftse Developed ETF-0.8%-21.82%减仓
50AQECAqe Core ETF-1.6%-0.14%减仓

FAQ

Arlington Trust Co LLC 是什么机构？属于哪种投资人类型？
Arlington Trust Co LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$11.8亿，分布在 846 个已申报仓位之中。
Arlington Trust Co LLC 目前前几大持股有哪些？
根据最新 13F 申报，Arlington Trust Co LLC 按市值排列的前几大持股为： 1. Aqe Core ETF (AQEC) — US$5.5亿 (46.6%) 2. Vanguard Short-term Treasury (VGSH) — US$1.9亿 (16.3%) 3. Vanguard High Dvd Yield ETF (VYM) — US$7259.1万 (6.1%) 4. Vanguard Total Stock Mkt ETF (VTI) — US$7252.7万 (6.1%) 5. Invesco S&p 500 Equal Weight (RSP) — US$6265.7万 (5.3%)
Arlington Trust Co LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Arlington Trust Co LLC 共进行了 48 项显著调整：新建仓 5 个仓位、加仓 29 个既有持股、减仓 14 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Bny Mellon US Lrg Cap Cor (BKLC); 新建仓: Berkshire Hathaway Inc-cl A (BRK-A); 新建仓: Jpmorgan Ultra-short Income (JPST); 新建仓: Ishares S&p Mid-cap 400 Grow (IJK); 新建仓: Bny Mellon Core Plus ETF (BCPL)
Arlington Trust Co LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Arlington Trust Co LLC 的主要板块分布如下： • Information Technology: 36.9% • Financials: 16.5% • Consumer Discretionary: 11.2% • Communication Services: 10.8% • Health Care: 6.3% • Industrials: 6.2%