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 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $3,344.76万 | 1.37% | 112,214 | 552 | 0.5% | $16.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,011.80万 | 1.64% | 54,479 | 265 | 0.5% | $19.51万 | 加仓 |
| META | META PLATFORMS INC | $4,503.78万 | 1.84% | 79,955 | 1,437 | 1.8% | $80.94万 | 加仓 |
| RTX | RTX CORPORATION | $4,962.28万 | 2.03% | 261,544 | -1,235 | -0.5% | -$23.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $6,005.00万 | 2.46% | 116,920 | -509 | -0.4% | -$26.14万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,574.55万 | 2.69% | 131,389 | -2,920 | -2.2% | -$146.11万 | 减仓 |
| URTH | ISHARES INC | $6,611.77万 | 2.70% | 326,282 | -23,717 | -6.8% | -$480.60万 | 减仓 |
| AVGO | BROADCOM INC | $7,260.86万 | 2.97% | 192,213 | -591 | -0.3% | -$22.33万 | 减仓 |
| TBIL | RBB FD INC | $7,470.66万 | 3.06% | 1,498,328 | 100,163 | 7.2% | $499.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $7,515.18万 | 3.07% | 201,468 | -1,115 | -0.6% | -$41.59万 | 减仓 |
| AMZN | AMAZON COM INC | $7,605.30万 | 3.11% | 319,095 | -1,863 | -0.6% | -$44.40万 | 减仓 |
| QUAL | ISHARES TR | $7,820.12万 | 3.20% | 356,383 | -99,402 | -21.8% | -$2,181.18万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $8,238.18万 | 3.37% | 1,631,646 | 33,303 | 2.1% | $168.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $8,359.01万 | 3.42% | 417,763 | -6,214 | -1.5% | -$124.34万 | 减仓 |
| ASML | ASML HLDG NV | $8,435.63万 | 3.45% | 42,402 | -326 | -0.8% | -$64.86万 | 减仓 |
| AAPL | APPLE INC | $9,237.10万 | 3.78% | 319,225 | -4,995 | -1.5% | -$144.54万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $9,784.64万 | 4.00% | 1,144,537 | 381,894 | 50.1% | $3,264.81万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.10亿 | 4.49% | 159,773 | 1,771 | 1.1% | $121.63万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.20亿 | 4.89% | 250,513 | -3,006 | -1.2% | -$143.56万 | 减仓 |
| GOOG | ALPHABET INC | $1.30亿 | 5.33% | 369,046 | -6,642 | -1.8% | -$234.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2.68亿 | 10.96% | 723,980 | 122,190 | 20.3% | $4,521.52万 | 加仓 |