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 |
|---|---|---|---|---|---|---|---|---|
| — | LUCID DIAGNOSTICS INC | $1.39万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP 看跌期权 | $1.04万 | 0.00% | 7,300 | 7,300 | — | $1.04万 | 新建仓 |
| 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 |