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 |
|---|---|---|---|---|---|---|---|---|
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -140,797 | -100.0% | -$716.38万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -196,263 | -100.0% | -$243.95万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WSO | WATSCO INC | $0 | 0.00% | 0 | -1,024 | -100.0% | -$34.50万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INDY | ISHARES TR | $0 | 0.00% | 0 | -4,601 | -100.0% | -$22.68万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,510 | -100.0% | -$22.45万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -976 | -100.0% | -$22.34万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,861 | -100.0% | -$21.15万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,152 | -100.0% | -$20.08万 | 清仓 |
| — | LUCID DIAGNOSTICS INC | $1.50万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $5.63万 | 0.00% | 10,738 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $6.78万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC 看涨期权 | $9.95万 | 0.00% | 16,500 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $13.69万 | 0.01% | 12,564 | 12,564 | — | $13.69万 | 新建仓 |
| IWO | ISHARES TR | $20.12万 | 0.01% | 641 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $20.25万 | 0.01% | 1,098 | 1,098 | — | $20.25万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $20.30万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $20.49万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $20.64万 | 0.01% | 2,139 | 2,139 | — | $20.64万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $20.77万 | 0.01% | 1,420 | -391 | -21.6% | -$5.72万 | 减仓 |
| AZO | AUTOZONE INC | $20.94万 | 0.01% | 62 | -5 | -7.5% | -$1.69万 | 减仓 |
| SYK | STRYKER CORPORATION | $21.06万 | 0.01% | 641 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $21.14万 | 0.01% | 1,250 | 1,250 | — | $21.14万 | 新建仓 |
| SNDK | SANDISK CORP | $21.22万 | 0.01% | 334 | 334 | — | $21.22万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.69万 | 0.01% | 7,458 | -96 | -1.3% | -$2,792 | 减仓 |
| ETR | ENTERGY CORP NEW | $21.73万 | 0.01% | 1,934 | 1,934 | — | $21.73万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $21.80万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $22.33万 | 0.01% | 10,000 | 10,000 | — | $22.33万 | 新建仓 |
| FDX | FEDEX CORP | $22.58万 | 0.01% | 634 | -521 | -45.1% | -$18.56万 | 重新持有 |
| GEV | GE VERNOVA INC | $22.79万 | 0.01% | 261 | 261 | — | $22.79万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $22.84万 | 0.01% | 9,795 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $22.91万 | 0.01% | 2,010 | -860 | -30.0% | -$9.80万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $22.91万 | 0.01% | 3,705 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $23.10万 | 0.01% | 501 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $23.17万 | 0.01% | 1,490 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $23.21万 | 0.01% | 2,220 | -60 | -2.6% | -$6,273 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $23.25万 | 0.01% | 4,035 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.41万 | 0.01% | 1,152 | -98 | -7.8% | -$1.99万 | 减仓 |
| DOCU | DOCUSIGN INC | $23.70万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $23.76万 | 0.01% | 2,629 | 2,629 | — | $23.76万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $23.78万 | 0.01% | 828 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $23.78万 | 0.01% | 2,465 | 733 | 42.3% | $7.07万 | 重新持有 |
| SPSB | SPDR SERIES TRUST | $24.01万 | 0.01% | 7,984 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $24.10万 | 0.01% | 9,600 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $24.11万 | 0.01% | 2,429 | -193 | -7.4% | -$1.92万 | 减仓 |
| MBB | ISHARES TR | $24.13万 | 0.01% | 2,541 | -301 | -10.6% | -$2.86万 | 减仓 |
| DOV | DOVER CORP | $24.35万 | 0.01% | 1,168 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $24.93万 | 0.01% | 958 | 958 | — | $24.93万 | 新建仓 |
| FNV | FRANCO NEV CORP | $25.08万 | 0.01% | 1,015 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $25.30万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $25.96万 | 0.01% | 3,484 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $26.44万 | 0.01% | 3,637 | -40 | -1.1% | -$2,908 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $27.61万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.70万 | 0.01% | 1,761 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $27.96万 | 0.01% | 3,761 | -315 | -7.7% | -$2.34万 | 减仓 |
| INTU | INTUIT | $28.02万 | 0.01% | 648 | -11 | -1.7% | -$4,756 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $28.24万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $28.29万 | 0.01% | 1,324 | 1,324 | — | $28.29万 | 新建仓 |
| C | CITIGROUP INC | $28.39万 | 0.01% | 2,503 | -20 | -0.8% | -$2,268 | 减仓 |
| BAC | BANK AMERICA CORP | $28.43万 | 0.01% | 5,831 | -1,050 | -15.3% | -$5.12万 | 减仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $28.83万 | 0.01% | 897 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $28.93万 | 0.01% | 3,078 | -43 | -1.4% | -$4,041 | 减仓 |
| LIN | LINDE PLC | $29.35万 | 0.01% | 592 | -6 | -1.0% | -$2,975 | 减仓 |
| DLN | WISDOMTREE TR | $29.35万 | 0.01% | 3,286 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $29.99万 | 0.01% | 2,204 | -76 | -3.3% | -$1.03万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $30.13万 | 0.01% | 1,033 | -10 | -1.0% | -$2,917 | 减仓 |
| VGT | VANGUARD WORLD FD | $30.42万 | 0.01% | 436 | -10 | -2.2% | -$6,977 | 减仓 |
| SNPS | SYNOPSYS INC | $30.45万 | 0.01% | 768 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $30.84万 | 0.01% | 1,140 | 1,140 | — | $30.84万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $31.44万 | 0.01% | 2,800 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $31.65万 | 0.01% | 3,844 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $31.66万 | 0.01% | 3,258 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $31.72万 | 0.01% | 2,342 | -142 | -5.7% | -$1.92万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $31.99万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $32.14万 | 0.01% | 17,589 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.42万 | 0.01% | 2,456 | 237 | 10.7% | $3.13万 | 重新持有 |
| AMLP | ALPS ETF TR | $32.59万 | 0.02% | 6,190 | 6,190 | — | $32.59万 | 新建仓 |
| ADBE | ADOBE INC | $32.67万 | 0.02% | 1,344 | 192 | 16.7% | $4.67万 | 加仓 |
| IJH | ISHARES TR | $32.75万 | 0.02% | 4,849 | -28 | -0.6% | -$1,891 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $32.94万 | 0.02% | 8,000 | 8,000 | — | $32.94万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $33.33万 | 0.02% | 1,681 | -1,124 | -40.1% | -$22.28万 | 减仓 |
| GWW | WW GRAINGER INC | $33.41万 | 0.02% | 306 | -17 | -5.3% | -$1.86万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $33.55万 | 0.02% | 10,005 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $33.78万 | 0.02% | 6,428 | 158 | 2.5% | $8,304 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $33.80万 | 0.02% | 7,231 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $33.99万 | 0.02% | 6,386 | 426 | 7.1% | $2.27万 | 加仓 |
| MO | ALTRIA GROUP INC | $34.12万 | 0.02% | 5,171 | -241 | -4.5% | -$1.59万 | 减仓 |
| SHOP | SHOPIFY INC | $34.14万 | 0.02% | 2,878 | -3,375 | -54.0% | -$40.03万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.16万 | 0.02% | 695 | -23 | -3.2% | -$1.13万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $34.20万 | 0.02% | 3,178 | 5 | 0.2% | $538 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $34.32万 | 0.02% | 1,370 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $34.41万 | 0.02% | 1,729 | -200 | -10.4% | -$3.98万 | 重新持有 |
| TGT | TARGET CORP | $34.47万 | 0.02% | 2,844 | 100 | 3.6% | $1.21万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $34.58万 | 0.02% | 1,205 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $34.81万 | 0.02% | 4,811 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $35.08万 | 0.02% | 3,916 | -60 | -1.5% | -$5,375 | 减仓 |
| VLO | VALERO ENERGY CORP | $35.11万 | 0.02% | 1,421 | 0 | 0.0% | — | 不变 |