Aspen Investment Management Inc
GRAND RAPIDS MI · SEC CIK 0001541596
$3.72亿2026Q2 申报市值
187持仓数
30.2%前十大占比 · 第一大 6.7%
17 / 2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
SCHD 加仓+$145.10万
VNQ 加仓+$99.19万
IWM 加仓+$78.48万
PFE 加仓+$68.75万
IVV 加仓+$55.64万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$196.03万
AMD 重新持有-$136.87万
BSCQ 减仓-$109.04万
HOOD 减仓-$82.58万
GLW 减仓-$77.98万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,486.80万 | 6.69% | 33,300 | -2,625 | -7.3% | -$196.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,420.80万 | 3.82% | 66,777 | 1,070 | 1.6% | $22.77万 | 加仓 |
| IWM | ISHARES TR | $1,238.40万 | 3.33% | 41,217 | 2,612 | 6.8% | $78.48万 | 加仓 |
| IEFA | ISHARES TR | $1,036.30万 | 2.79% | 107,296 | 3,341 | 3.2% | $32.27万 | 加仓 |
| AAPL | APPLE INC | $992.50万 | 2.67% | 34,299 | 532 | 1.6% | $15.39万 | 加仓 |
| MSFT | MICROSOFT CORP | $865.20万 | 2.33% | 23,195 | 414 | 1.8% | $15.44万 | 加仓 |
| IGIB | ISHARES TR | $861.60万 | 2.32% | 162,040 | 4,570 | 2.9% | $24.30万 | 加仓 |
| IGSB | ISHARES TR | $832.70万 | 2.24% | 158,883 | 6,879 | 4.5% | $36.05万 | 加仓 |
| GLW | CORNING INC | $765.70万 | 2.06% | 29,977 | -3,053 | -9.2% | -$77.98万 | 减仓 |
| GOOGL | ALPHABET INC | $745.10万 | 2.00% | 20,850 | 57 | 0.3% | $2.04万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $722.30万 | 1.94% | 7,142 | -33 | -0.5% | -$3.34万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $692.30万 | 1.86% | 29,260 | 40 | 0.1% | $9,464 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $672.30万 | 1.81% | 20,540 | 36 | 0.2% | $1.18万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $568.00万 | 1.53% | 15,349 | 925 | 6.4% | $34.23万 | 加仓 |
| WMT | WALMART INC | $485.70万 | 1.31% | 42,885 | -307 | -0.7% | -$3.48万 | 减仓 |
| IVV | ISHARES TR | $479.50万 | 1.29% | 6,403 | 743 | 13.1% | $55.64万 | 加仓 |
| AMZN | AMAZON COM INC | $479.10万 | 1.29% | 20,100 | 902 | 4.7% | $21.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $468.80万 | 1.26% | 18,458 | 302 | 1.7% | $7.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $468.70万 | 1.26% | 4,060 | -659 | -14.0% | -$76.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $445.60万 | 1.20% | 22,272 | 682 | 3.2% | $13.64万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $441.50万 | 1.19% | 246,947 | -251 | -0.1% | -$4,487 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $440.30万 | 1.18% | 138,852 | 45,758 | 49.2% | $145.10万 | 加仓 |
| LLY | ELI LILLY & CO | $401.70万 | 1.08% | 3,349 | 100 | 3.1% | $11.99万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $375.90万 | 1.01% | 191,659 | 1,016 | 0.5% | $1.99万 | 加仓 |
| CAT | CATERPILLAR INC | $374.30万 | 1.01% | 3,515 | -29 | -0.8% | -$3.09万 | 减仓 |
| ABBV | ABBVIE INC | $346.80万 | 0.93% | 13,782 | 503 | 3.8% | $12.66万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $335.30万 | 0.90% | 164,663 | 1,372 | 0.8% | $2.79万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $323.70万 | 0.87% | 72,334 | -870 | -1.2% | -$3.89万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $315.20万 | 0.85% | 59,349 | 116 | 0.2% | $6,161 | 加仓 |
| SPYI | NEOS ETF TRUST | $309.50万 | 0.83% | 58,305 | 1,455 | 2.6% | $7.72万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $305.00万 | 0.82% | 31,632 | 10,287 | 48.2% | $99.19万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $290.60万 | 0.78% | 80,443 | -197 | -0.2% | -$7,117 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $290.30万 | 0.78% | 9,744 | 1,251 | 14.7% | $37.27万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $283.70万 | 0.76% | 152,737 | 1,507 | 1.0% | $2.80万 | 加仓 |
| CSCO | CISCO SYS INC | $278.40万 | 0.75% | 23,704 | 79 | 0.3% | $9,278 | 加仓 |
| AMGN | AMGEN INC | $276.80万 | 0.74% | 7,645 | -49 | -0.6% | -$1.77万 | 减仓 |
| PWR | QUANTA SVCS INC | $275.00万 | 0.74% | 3,819 | 130 | 3.5% | $9.36万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $265.50万 | 0.71% | 90,217 | 4,477 | 5.2% | $13.18万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $263.70万 | 0.71% | 5,369 | 69 | 1.3% | $3.39万 | 加仓 |
| HYS | PIMCO ETF TR | $263.60万 | 0.71% | 28,187 | 37 | 0.1% | $3,460 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $263.20万 | 0.71% | 58,050 | 591 | 1.0% | $2.68万 | 加仓 |
| V | VISA INC | $255.00万 | 0.69% | 7,431 | 65 | 0.9% | $2.23万 | 加仓 |
| DES | WISDOMTREE TR | $238.70万 | 0.64% | 58,678 | 902 | 1.6% | $3.67万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $238.00万 | 0.64% | 25,797 | 520 | 2.1% | $4.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $233.70万 | 0.63% | 15,938 | -28 | -0.2% | -$4,106 | 减仓 |
| HD | HOME DEPOT INC | $224.80万 | 0.60% | 6,374 | -48 | -0.7% | -$1.69万 | 减仓 |
| KO | COCA COLA CO | $221.30万 | 0.59% | 27,234 | 179 | 0.7% | $1.45万 | 加仓 |
| PEP | PEPSICO INC | $220.70万 | 0.59% | 16,302 | 197 | 1.2% | $2.67万 | 加仓 |
| IWB | ISHARES TR | $219.90万 | 0.59% | 5,369 | -20 | -0.4% | -$8,191 | 减仓 |
| GOOG | ALPHABET INC | $218.80万 | 0.59% | 6,193 | 50 | 0.8% | $1.77万 | 加仓 |
| CSX | CSX CORP | $215.70万 | 0.58% | 45,386 | -73 | -0.2% | -$3,469 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $215.20万 | 0.58% | 14,730 | -50 | -0.3% | -$7,305 | 减仓 |
| SYK | STRYKER CORPORATION | $210.70万 | 0.57% | 6,691 | -140 | -2.0% | -$4.41万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $205.90万 | 0.55% | 7,323 | -23 | -0.3% | -$6,467 | 减仓 |
| — | EXXON MOBIL CORP | $205.50万 | 0.55% | 15,031 | -44 | -0.3% | -$6,016 | 减仓 |
| CVX | CHEVRON CORPORATION | $204.80万 | 0.55% | 12,356 | -70 | -0.6% | -$1.16万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $204.10万 | 0.55% | 73,677 | -1,382 | -1.8% | -$3.83万 | 减仓 |
| SGOV | ISHARES TR | $198.80万 | 0.53% | 19,743 | 2,338 | 13.4% | $23.54万 | 加仓 |
| TLTW | ISHARES TR | $196.00万 | 0.53% | 87,715 | 4,200 | 5.0% | $9.38万 | 加仓 |
| BAC | BANK OF AMER CORP | $195.10万 | 0.52% | 34,239 | -414 | -1.2% | -$2.36万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $194.00万 | 0.52% | 34,342 | 3,910 | 12.8% | $22.09万 | 加仓 |
| WM | WASTE MGMT INC DEL | $187.60万 | 0.50% | 8,415 | -474 | -5.3% | -$10.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $178.50万 | 0.48% | 2,424 | -1,028 | -29.8% | -$75.70万 | 减仓 |
| WMB | WILLIAMS COS INC | $172.50万 | 0.46% | 23,201 | 14 | 0.1% | $1,041 | 加仓 |
| INTC | INTEL CORP | $170.50万 | 0.46% | 12,214 | -660 | -5.1% | -$9.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $168.30万 | 0.45% | 20,889 | -427 | -2.0% | -$3.44万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $168.10万 | 0.45% | 14,404 | 842 | 6.2% | $9.83万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $162.90万 | 0.44% | 13,229 | -93 | -0.7% | -$1.15万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $160.10万 | 0.43% | 5,919 | 1 | 0.0% | $270 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $157.70万 | 0.42% | 26,421 | 1,052 | 4.1% | $6.28万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $156.80万 | 0.42% | 8,463 | -165 | -1.9% | -$3.06万 | 减仓 |
| ETN | EATON CORP PLC | $156.80万 | 0.42% | 3,679 | 68 | 1.9% | $2.90万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $155.00万 | 0.42% | 15,456 | -8,235 | -34.8% | -$82.58万 | 减仓 |
| GE | GE AEROSPACE | $152.70万 | 0.41% | 4,086 | 497 | 13.8% | $18.57万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $151.70万 | 0.41% | 10,487 | 90 | 0.9% | $1.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $148.10万 | 0.40% | 2,157 | 25 | 1.2% | $1.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $147.80万 | 0.40% | 1,580 | 48 | 3.1% | $4.49万 | 加仓 |
| VOX | VANGUARD WORLD FD | $147.70万 | 0.40% | 8,027 | -100 | -1.2% | -$1.84万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $146.40万 | 0.39% | 4,329 | 399 | 10.2% | $13.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $145.70万 | 0.39% | 25,285 | 1,496 | 6.3% | $8.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $143.00万 | 0.38% | 16,292 | 176 | 1.1% | $1.54万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $137.70万 | 0.37% | 8,715 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $137.60万 | 0.37% | 16,606 | 1,990 | 13.6% | $16.49万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $136.10万 | 0.37% | 7,144 | 171 | 2.5% | $3.26万 | 加仓 |
| EFA | ISHARES TR | $131.40万 | 0.35% | 12,653 | -250 | -1.9% | -$2.60万 | 减仓 |
| GLD | SPDR GOLD TR | $124.80万 | 0.34% | 3,389 | -1,427 | -29.6% | -$52.55万 | 减仓 |
| VV | VANGUARD INDEX FDS | $120.10万 | 0.32% | 3,493 | 5 | 0.1% | $1,719 | 加仓 |
| FICO | FAIR ISAAC CORP | $119.80万 | 0.32% | 1,003 | -1 | -0.1% | -$1,194 | 减仓 |
| QLTY | GMO ETF TRUST | $117.40万 | 0.32% | 28,200 | 400 | 1.4% | $1.67万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $114.70万 | 0.31% | 2,293 | -115 | -4.8% | -$5.75万 | 减仓 |
| MCD | MCDONALDS CORP | $109.90万 | 0.30% | 4,064 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $108.60万 | 0.29% | 9,085 | 1,813 | 24.9% | $21.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $106.50万 | 0.29% | 4,755 | -190 | -3.8% | -$4.26万 | 减仓 |
| TXN | TEXAS INSTRS INC | $105.50万 | 0.28% | 3,541 | -69 | -1.9% | -$2.06万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $103.90万 | 0.28% | 21,584 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $100.90万 | 0.27% | 859 | 201 | 30.5% | $23.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $97.50万 | 0.26% | 10,742 | -1,316 | -10.9% | -$11.94万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $97.50万 | 0.26% | 10,849 | 1,284 | 13.4% | $11.54万 | 加仓 |
| IJH | ISHARES TR | $95.20万 | 0.26% | 12,351 | 1,537 | 14.2% | $11.85万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $93.90万 | 0.25% | 10,381 | -70 | -0.7% | -$6,332 | 减仓 |