Obermeyer Wealth Partners
ASPEN CO · SEC CIK 0001349654
$21.72亿2026Q1 申报市值
299持仓数
43.7%前十大占比 · 第一大 8.9%
18 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTI 加仓+$1.31亿
VXUS 加仓+$5,765.62万
MCO 新建仓+$2,375.29万
ZTS 加仓+$502.82万
QQQ 加仓+$485.75万
2026Q1 卖出最多 按季末市值估算
WMT 减仓-$4,031.48万
NEE 减仓-$2,673.42万
NVR 减仓-$2,580.58万
CB 减仓-$2,331.42万
EXXON MOBIL CORP 减仓-$2,208.20万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $6,684.58万 | 3.08% | 320,958 | 320 | 0.1% | $6.66万 | 加仓 |
| TBIL | RBB FD INC | $6,971.25万 | 3.21% | 1,398,165 | 69,316 | 5.2% | $345.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,394.15万 | 3.40% | 423,977 | -11,482 | -2.6% | -$200.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $7,499.02万 | 3.45% | 202,583 | -33 | -0.0% | -$1.22万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $8,050.85万 | 3.71% | 1,598,343 | 89,545 | 5.9% | $451.04万 | 加仓 |
| AAPL | APPLE INC | $8,228.37万 | 3.79% | 324,220 | -3,208 | -1.0% | -$81.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,567.69万 | 3.95% | 253,519 | -3,057 | -1.2% | -$103.31万 | 减仓 |
| QUAL | ISHARES TR | $8,742.41万 | 4.03% | 455,785 | -92,790 | -16.9% | -$1,779.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $9,441.39万 | 4.35% | 158,002 | 2,505 | 1.6% | $149.69万 | 加仓 |
| GOOG | ALPHABET INC | $1.08亿 | 4.96% | 375,688 | -9,129 | -2.4% | -$261.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.93亿 | 8.89% | 601,790 | 409,387 | 212.8% | $1.31亿 | 加仓 |