Obermeyer Wealth Partners
ASPEN CO · SEC CIK 0001349654
$24.45亿2026Q2 申报市值
302持仓数
46.9%前十大占比 · 第一大 11.0%
18 / 19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
VTI 加仓+$4,521.52万
VXUS 加仓+$3,264.81万
JABS 新建仓+$1,582.10万
TBIL 加仓+$499.41万
TMUS 新建仓+$455.92万
2026Q2 卖出最多 按季末市值估算
UNH 减仓-$3,712.81万
QUAL 减仓-$2,181.18万
LMBS 清仓-$1,517.97万
ZTS 清仓-$1,056.78万
VEA 减仓-$945.27万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -304,752 | -100.0% | -$1,517.97万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -89,399 | -100.0% | -$1,056.78万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -4,023 | -100.0% | -$75.10万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,960 | -100.0% | -$50.18万 | 清仓 |
| SYLD | CAMBRIA ETF TR | $0 | 0.00% | 0 | -6,363 | -100.0% | -$47.98万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$45.70万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,503 | -100.0% | -$42.27万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,729 | -100.0% | -$34.41万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -6,386 | -100.0% | -$33.99万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,456 | -100.0% | -$32.42万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -3,844 | -100.0% | -$31.65万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -648 | -100.0% | -$28.02万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -2,541 | -100.0% | -$24.13万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,984 | -100.0% | -$24.01万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,152 | -100.0% | -$23.41万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $0 | 0.00% | 0 | -4,035 | -100.0% | -$23.25万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -641 | -100.0% | -$21.06万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -62 | -100.0% | -$20.94万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,420 | -100.0% | -$20.77万 | 清仓 |
| USB | US BANCORP 看跌期权 | $1.04万 | 0.00% | 7,300 | 7,300 | — | $1.04万 | 新建仓 |
| — | LUCID DIAGNOSTICS INC | $1.39万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $5.10万 | 0.00% | 10,738 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $8.13万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $19.03万 | 0.01% | 12,564 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $20.25万 | 0.01% | 1,761 | 1,761 | — | $20.25万 | 新建仓 |
| SO | SOUTHERN CO | $20.47万 | 0.01% | 2,139 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC 看涨期权 | $20.62万 | 0.01% | 49,500 | 33,000 | 200.0% | $13.75万 | 加仓 |
| MMM | 3M CO | $20.72万 | 0.01% | 1,280 | 1,280 | — | $20.72万 | 新建仓 |
| FDX | FEDEX CORP | $20.73万 | 0.01% | 662 | 28 | 4.4% | $8,768 | 加仓 |
| CSX | CSX CORP | $21.03万 | 0.01% | 4,425 | 4,425 | — | $21.03万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $21.54万 | 0.01% | 271 | 271 | — | $21.54万 | 新建仓 |
| — | BANK OF AMER CORP | $21.58万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.99万 | 0.01% | 553 | 52 | 10.4% | $2.07万 | 加仓 |
| IWO | ISHARES TR | $22.18万 | 0.01% | 563 | -78 | -12.2% | -$3.07万 | 减仓 |
| DOCU | DOCUSIGN INC | $22.21万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $22.26万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $22.67万 | 0.01% | 2,290 | -139 | -5.7% | -$1.38万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $22.96万 | 0.01% | 9,795 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $22.99万 | 0.01% | 2,200 | 0 | 0.0% | — | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $23.06万 | 0.01% | 1,853 | 172 | 10.2% | $2.14万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $23.26万 | 0.01% | 1,177 | 1,177 | — | $23.26万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $23.46万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $23.73万 | 0.01% | 2,017 | -1,064 | -34.5% | -$12.52万 | 减仓 |
| YUM | YUM BRANDS INC | $24.41万 | 0.01% | 1,527 | 37 | 2.5% | $5,915 | 加仓 |
| VBK | VANGUARD INDEX FDS | $24.56万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $24.73万 | 0.01% | 866 | 866 | — | $24.73万 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $24.88万 | 0.01% | 1,438 | 1,438 | — | $24.88万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $25.09万 | 0.01% | 2,184 | 250 | 12.9% | $2.87万 | 加仓 |
| VSEC | VSE CORP | $25.09万 | 0.01% | 1,098 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $25.36万 | 0.01% | 1,493 | 1,493 | — | $25.36万 | 新建仓 |
| CBRE | CBRE GROUP INC | $25.48万 | 0.01% | 1,892 | -450 | -19.2% | -$6.06万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $25.51万 | 0.01% | 2,324 | -141 | -5.7% | -$1.55万 | 减仓 |
| IEMG | ISHARES INC | $25.66万 | 0.01% | 3,097 | -2,570 | -45.4% | -$21.29万 | 减仓 |
| QCOM | QUALCOMM INC | $25.85万 | 0.01% | 1,399 | -210 | -13.1% | -$3.88万 | 重新持有 |
| ADBE | ADOBE INC | $26.04万 | 0.01% | 1,270 | -74 | -5.5% | -$1.52万 | 减仓 |
| DOV | DOVER CORP | $26.20万 | 0.01% | 1,168 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $26.59万 | 0.01% | 1,094 | 1,094 | — | $26.59万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $26.68万 | 0.01% | 3,312 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $26.70万 | 0.01% | 2,010 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $26.72万 | 0.01% | 4,811 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $27.04万 | 0.01% | 1,000 | 42 | 4.4% | $1.14万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.40万 | 0.01% | 2,226 | 465 | 26.4% | $5.72万 | 加仓 |
| FNV | FRANCO NEV CORP | $27.72万 | 0.01% | 1,330 | 315 | 31.0% | $6.57万 | 加仓 |
| MDT | MEDTRONIC PLC | $27.77万 | 0.01% | 3,550 | -621 | -14.9% | -$4.86万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $27.79万 | 0.01% | 3,637 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $27.80万 | 0.01% | 9,600 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $27.84万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.54万 | 0.01% | 3,093 | 15 | 0.5% | $1,384 | 加仓 |
| EFV | ISHARES TR | $28.79万 | 0.01% | 3,761 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $29.00万 | 0.01% | 2,204 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $29.09万 | 0.01% | 252 | 252 | — | $29.09万 | 新建仓 |
| AMLP | ALPS ETF TR | $29.69万 | 0.01% | 5,726 | -464 | -7.5% | -$2.41万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $29.72万 | 0.01% | 3,545 | -160 | -4.3% | -$1.34万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $29.77万 | 0.01% | 18,423 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $29.88万 | 0.01% | 3,876 | 392 | 11.3% | $3.02万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $30.04万 | 0.01% | 910 | -123 | -11.9% | -$4.06万 | 减仓 |
| SHLD | GLOBAL X FDS | $30.20万 | 0.01% | 5,057 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $30.71万 | 0.01% | 3,093 | 873 | 39.3% | $8.67万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $31.13万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $31.19万 | 0.01% | 601 | 9 | 1.5% | $4,670 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.22万 | 0.01% | 1,429 | 153 | 12.0% | $3.34万 | 加仓 |
| OKE | ONEOK INC NEW | $31.37万 | 0.01% | 3,608 | 979 | 37.2% | $8.51万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $31.43万 | 0.01% | 1,750 | -25 | -1.4% | -$4,490 | 减仓 |
| SLV | ISHARES SILVER TR | $31.58万 | 0.01% | 5,907 | -1,680 | -22.1% | -$8.98万 | 减仓 |
| DLN | WISDOMTREE TR | $31.65万 | 0.01% | 3,286 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $32.37万 | 0.01% | 8,960 | 1,502 | 20.1% | $5.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $32.69万 | 0.01% | 652 | -43 | -6.2% | -$2.16万 | 减仓 |
| SHOP | SHOPIFY INC | $32.83万 | 0.01% | 2,875 | -3 | -0.1% | -$343 | 减仓 |
| IGSB | ISHARES TR | $32.89万 | 0.01% | 6,276 | -152 | -2.4% | -$7,966 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $33.39万 | 0.01% | 10,445 | 440 | 4.4% | $1.41万 | 加仓 |
| CI | THE CIGNA GROUP | $33.41万 | 0.01% | 1,212 | -107 | -8.1% | -$2.95万 | 减仓 |
| USMV | ISHARES TR | $34.57万 | 0.01% | 3,583 | -307 | -7.9% | -$2.96万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $34.72万 | 0.01% | 980 | -125 | -11.3% | -$4.43万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $34.80万 | 0.01% | 7,231 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $35.01万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $35.01万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $35.03万 | 0.01% | 2,503 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $35.32万 | 0.01% | 2,704 | -140 | -4.9% | -$1.83万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $35.45万 | 0.01% | 4,800 | 4,800 | — | $35.45万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $35.56万 | 0.01% | 1,003 | 1,003 | — | $35.56万 | 新建仓 |