Arnold Financial Planning LLC
CIK 2107020 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $134.1M
- 持仓
- 41
- 截至
- 2026年6月30日
按 13F 价值排名第 7738（共 9443） · 前 81.9%
投资组合价值同比（季度）：+25.3% 13F不披露现金
- 前十大持仓权重
- 79.15%
- 前二十五大持仓权重
- 96.65%
- 持仓高于 1%
- 15
- 有效持仓数量
- 13.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.42% 估计买入 $17748604 · 卖出 $500649
- 新仓位
- 16
- 增加
- 17
- 减少
- 4
- 已结清
- 1
本页内容
行业细分
Technology
4.7%
Consumer Discretionary
1.9%
Communication Services
0.2%
Telecommunication
0.2%
Retail
0.2%
其他/未映射
92.8%
完整投资组合 41 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHX | $16291586 | 12.15% | 553571 | $2740697 | 上涨 ×2 | ||
| SCHZ | $15884751 | 11.85% | 686760 | $1051704 | 上涨 ×2 | ||
| SCHO | $13216879 | 9.86% | 547509 | $646189 | 上涨 ×2 | ||
| SCHF | $12270059 | 9.15% | 442962 | $1628892 | 上涨 ×2 | ||
| SCHA | $10157835 | 7.58% | 281147 | $2241989 | 上涨 ×2 | ||
| DFAC | $8870791 | 6.62% | 199973 | $1011203 | 下跌 ×2 | ||
| SCHV | $8832898 | 6.59% | 253746 | $1531094 | 上涨 ×2 | ||
| SLYV | $8238380 | 6.14% | 75505 | $1215116 | 上涨 ×1 | ||
| SCHC | $6656478 | 4.96% | 138331 | $361072 | 上涨 ×2 | ||
| DFCF | $5712087 | 4.26% | 135325 | $54509 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $5175204 | 3.86% | 17885 | $3867424 | 上涨 ×2 | ||
| SCHE | $3719742 | 2.77% | 102585 | $466273 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2590475 | 1.93% | 6159 | 上涨 ×1 | |||
| DFAI | $1991435 | 1.49% | 48277 | $57117 | 下跌 ×2 | ||
| VTI | $1420954 | 1.06% | 3840 | $194177 | 上涨 ×1 | ||
| DFAX | $1200127 | 0.90% | 32577 | $95503 | 上涨 ×2 | ||
| FLOT | $1181195 | 0.88% | 23138 | 上涨 ×1 | |||
| DFAE | $940055 | 0.70% | 23379 | $81491 | 下跌 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $912272 | 0.68% | 9062 | $238253 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $854224 | 0.64% | 1160 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $853584 | 0.64% | 4266 | $292016 | 上涨 ×1 | ||
| IVV | $748890 | 0.56% | 1000 | 上涨 ×1 | |||
| IWP | $710381 | 0.53% | 4852 | 上涨 ×1 | |||
| IJR | $690214 | 0.51% | 4654 | $111693 | |||
| DFAR | $482090 | 0.36% | 18429 | $27344 | 下跌 ×1 | ||
| XBI XBI | $430124 | 0.32% | 2718 | 上涨 ×1 | |||
| VEA | $424223 | 0.32% | 5954 | 上涨 ×1 | |||
| KRE | $397977 | 0.30% | 5317 | 上涨 ×1 | |||
| IWN | $319413 | 0.24% | 1444 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $295727 | 0.22% | 525 | $28542 | 上涨 ×2 | ||
| T AT&T Inc. | $271501 | 0.20% | 13116 | 上涨 ×1 | |||
| IEMG | $259703 | 0.19% | 3135 | 上涨 ×1 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $255978 | 0.19% | 5096 | $1542 | 上涨 ×1 | ||
| BSV | $246741 | 0.18% | 3167 | 上涨 ×1 | |||
| FNDA | $241338 | 0.18% | 6341 | $35699 | |||
| MSFT Microsoft Corporation - Common Stock | $231272 | 0.17% | 620 | 上涨 ×1 | |||
| IBDU | $228288 | 0.17% | 9857 | $-986 | |||
| IBDT | $224978 | 0.17% | 8910 | $-712 | |||
| BRKB | $222674 | 0.17% | 445 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $220226 | 0.16% | 924 | 上涨 ×1 | |||
| SCHM | $217349 | 0.16% | 5895 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| TSLA | $2590475 | 6159 | 1.93% |
| FLOT | $1181195 | 23138 | 0.88% |
| QQQ | $854224 | 1160 | 0.64% |
| IVV | $748890 | 1000 | 0.56% |
| IWP | $710381 | 4852 | 0.53% |
| XBI | $430124 | 2718 | 0.32% |
| VEA | $424223 | 5954 | 0.32% |
| KRE | $397977 | 5317 | 0.30% |
| IWN | $319413 | 1444 | 0.24% |
| T | $271501 | 13116 | 0.20% |
| IEMG | $259703 | 3135 | 0.19% |
| BSV | $246741 | 3167 | 0.18% |
| MSFT | $231272 | 620 | 0.17% |
| BRKB | $222674 | 445 | 0.17% |
| AMZN | $220226 | 924 | 0.16% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| AAPL | 增持 | +13K | +$3.9M |
| SCHX | 增持 | +25K | +$2.7M |
| SCHA | 增持 | +9K | +$2.2M |
| SCHF | 增持 | +13K | +$1.6M |
| SCHV | 增持 | +14K | +$1.5M |
| SLYV | 增持 | +1K | +$1.2M |
| SCHZ | 增持 | +48K | +$1.1M |
| DFAC | 削减 | -2K | +$1.0M |
| SCHO | 增持 | +30K | +$646K |
| SCHE | 增持 | +4K | +$466K |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| EFA | 2026年3月31日 | 4115 | $395163 | 不再跟踪 |
| IBDS | 2026年6月30日 | 10003 | $242473 | 不再跟踪 |