Aspen Investment Management Inc
GRAND RAPIDS MI · SEC CIK 0001541596
$3.27亿2026Q1 申报市值
171持仓数
30.8%前十大占比 · 第一大 7.2%
4 / 10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
SGOV 新建仓+$175.20万
SCHD 加仓+$119.19万
BMY 加仓+$79.61万
MRNA 新建仓+$57.90万
RSP 加仓+$52.53万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$243.85万
ORCL 清仓-$114.40万
GLD 减仓-$98.74万
BSCQ 减仓-$81.93万
QQQ 减仓-$50.26万
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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -5,870 | -100.0% | -$114.40万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,022 | -100.0% | -$47.90万 | 清仓 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$46.20万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -1,670 | -100.0% | -$36.30万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -1,810 | -100.0% | -$28.60万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,133 | -100.0% | -$28.30万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -1,211 | -100.0% | -$26.60万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,630 | -100.0% | -$26.20万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -6,491 | -100.0% | -$24.60万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,830 | -100.0% | -$21.90万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $20.70万 | 0.06% | 945 | 0 | 0.0% | — | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $20.80万 | 0.06% | 650 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $21.30万 | 0.07% | 4,850 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $22.10万 | 0.07% | 3,000 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $22.80万 | 0.07% | 1,635 | -125 | -7.1% | -$1.74万 | 减仓 |
| DIS | DISNEY WALT CO | $24.60万 | 0.08% | 2,557 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $25.40万 | 0.08% | 2,450 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $26.30万 | 0.08% | 2,700 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $26.50万 | 0.08% | 9,451 | -400 | -4.1% | -$1.12万 | 减仓 |
| IHDG | WISDOMTREE TR | $27.20万 | 0.08% | 5,650 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $27.30万 | 0.08% | 8,953 | 7 | 0.1% | $213 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $28.60万 | 0.09% | 463 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $29.40万 | 0.09% | 1,836 | -478 | -20.7% | -$7.65万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $29.50万 | 0.09% | 5,315 | 5,315 | — | $29.50万 | 新建仓 |
| BX | BLACKSTONE INC | $29.80万 | 0.09% | 2,591 | 0 | 0.0% | — | 不变 |
| — | GMO ETF TRUST | $30.60万 | 0.09% | 10,875 | -1,225 | -10.1% | -$3.45万 | 减仓 |
| EBAY | EBAY INC. | $30.90万 | 0.09% | 3,397 | -2,701 | -44.3% | -$24.57万 | 减仓 |
| XBI | SPDR SERIES TRUST | $31.60万 | 0.10% | 2,472 | 2,472 | — | $31.60万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $32.10万 | 0.10% | 740 | 50 | 7.2% | $2.17万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $32.30万 | 0.10% | 3,653 | -410 | -10.1% | -$3.63万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $32.40万 | 0.10% | 4,502 | -1,170 | -20.6% | -$8.42万 | 减仓 |
| IVE | ISHARES TR | $32.50万 | 0.10% | 1,541 | 22 | 1.4% | $4,640 | 加仓 |
| XSD | SPDR SERIES TRUST | $33.70万 | 0.10% | 1,035 | 1 | 0.1% | $326 | 加仓 |
| URA | GLOBAL X FDS | $33.70万 | 0.10% | 6,955 | -625 | -8.2% | -$3.03万 | 减仓 |
| IWP | ISHARES TR | $33.80万 | 0.10% | 2,638 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $35.70万 | 0.11% | 1,820 | 15 | 0.8% | $2,942 | 加仓 |
| HCA | HCA HEALTHCARE INC | $36.20万 | 0.11% | 764 | 15 | 2.0% | $7,107 | 加仓 |
| DEM | WISDOMTREE TR | $36.60万 | 0.11% | 7,370 | -720 | -8.9% | -$3.58万 | 减仓 |
| GMOI | GMO ETF TRUST | $38.80万 | 0.12% | 10,705 | -1,875 | -14.9% | -$6.80万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $39.10万 | 0.12% | 7,923 | 715 | 9.9% | $3.53万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $40.50万 | 0.12% | 1,388 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $44.00万 | 0.13% | 6,454 | -6,580 | -50.5% | -$44.86万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $44.80万 | 0.14% | 20,146 | -200 | -1.0% | -$4,448 | 减仓 |
| SBUX | STARBUCKS CORP | $44.90万 | 0.14% | 5,015 | 100 | 2.0% | $8,953 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $45.10万 | 0.14% | 7,761 | 314 | 4.2% | $1.82万 | 加仓 |
| IRM | IRON MTN INC DEL | $45.90万 | 0.14% | 4,496 | 154 | 3.5% | $1.57万 | 加仓 |
| IAU | ISHARES GOLD TR | $47.70万 | 0.15% | 5,408 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $49.30万 | 0.15% | 10,175 | 500 | 5.2% | $2.42万 | 加仓 |
| DON | WISDOMTREE TR | $50.60万 | 0.15% | 9,630 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $51.90万 | 0.16% | 6,903 | -244 | -3.4% | -$1.83万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $52.00万 | 0.16% | 17,868 | 22 | 0.1% | $640 | 加仓 |
| IVW | ISHARES TR | $52.10万 | 0.16% | 4,610 | 56 | 1.2% | $6,329 | 加仓 |
| DE | DEERE & CO | $52.10万 | 0.16% | 925 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $52.50万 | 0.16% | 1,230 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $54.50万 | 0.17% | 1,712 | 12 | 0.7% | $3,820 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $54.90万 | 0.17% | 12,128 | -1,094 | -8.3% | -$4.95万 | 减仓 |
| C | CITIGROUP INC | $54.90万 | 0.17% | 4,844 | 1,105 | 29.6% | $12.52万 | 加仓 |
| BCI | ABRDN ETFS | $55.00万 | 0.17% | 22,642 | -120 | -0.5% | -$2,915 | 减仓 |
| META | META PLATFORMS INC | $56.20万 | 0.17% | 982 | -64 | -6.1% | -$3.66万 | 减仓 |
| MDT | MEDTRONIC PLC | $56.60万 | 0.17% | 6,534 | -125 | -1.9% | -$1.08万 | 减仓 |
| INTC | INTEL CORP | $56.80万 | 0.17% | 12,874 | -40 | -0.3% | -$1,765 | 减仓 |
| NVS | NOVARTIS AG | $57.10万 | 0.17% | 3,736 | -54 | -1.4% | -$8,253 | 减仓 |
| GEV | GE VERNOVA INC | $57.40万 | 0.18% | 658 | 135 | 25.8% | $11.78万 | 加仓 |
| MRNA | MODERNA INC | $57.90万 | 0.18% | 11,390 | 11,390 | — | $57.90万 | 新建仓 |
| UNM | UNUM GROUP | $58.30万 | 0.18% | 7,980 | -350 | -4.2% | -$2.56万 | 减仓 |
| IYW | ISHARES TR | $58.30万 | 0.18% | 3,215 | 15 | 0.5% | $2,720 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $60.00万 | 0.18% | 9,565 | 733 | 8.3% | $4.60万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $62.30万 | 0.19% | 39,820 | -589 | -1.5% | -$9,215 | 减仓 |
| VGT | VANGUARD WORLD FD | $63.40万 | 0.19% | 909 | 1 | 0.1% | $697 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $64.00万 | 0.20% | 14,670 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $65.20万 | 0.20% | 4,939 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $65.30万 | 0.20% | 2,110 | -225 | -9.6% | -$6.96万 | 减仓 |
| MPC | MARATHON PETE CORP | $65.50万 | 0.20% | 2,682 | 60 | 2.3% | $1.47万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $65.60万 | 0.20% | 21,202 | -390 | -1.8% | -$1.21万 | 减仓 |
| SMH | VANECK ETF TRUST | $67.30万 | 0.21% | 1,755 | -50 | -2.8% | -$1.92万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $67.90万 | 0.21% | 5,188 | 27 | 0.5% | $3,534 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $69.80万 | 0.21% | 11,129 | -565 | -4.8% | -$3.54万 | 减仓 |
| TXN | TEXAS INSTRS INC | $70.10万 | 0.21% | 3,610 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $70.60万 | 0.22% | 12,410 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $73.00万 | 0.22% | 10,814 | 980 | 10.0% | $6.62万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $74.10万 | 0.23% | 22,497 | 499 | 2.3% | $1.64万 | 加仓 |
| MRK | MERCK & CO INC | $75.80万 | 0.23% | 6,299 | 330 | 5.5% | $3.97万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $77.20万 | 0.24% | 5,269 | 2,340 | 79.9% | $34.29万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $83.70万 | 0.26% | 10,451 | 70 | 0.7% | $5,606 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $84.10万 | 0.26% | 8,493 | 656 | 8.4% | $6.50万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $84.50万 | 0.26% | 14,651 | -36 | -0.2% | -$2,076 | 减仓 |
| WFC | WELLS FARGO & CO | $86.30万 | 0.26% | 10,838 | 100 | 0.9% | $7,963 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $92.70万 | 0.28% | 6,973 | 38 | 0.5% | $5,052 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $100.50万 | 0.31% | 4,945 | -117 | -2.3% | -$2.38万 | 减仓 |
| QLTY | GMO ETF TRUST | $100.60万 | 0.31% | 27,800 | 1,210 | 4.6% | $4.38万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $100.90万 | 0.31% | 21,584 | 606 | 2.9% | $2.83万 | 加仓 |
| GE | GE AEROSPACE | $101.80万 | 0.31% | 3,589 | 479 | 15.4% | $13.59万 | 加仓 |
| IEMG | ISHARES INC | $101.90万 | 0.31% | 14,616 | 2,073 | 16.5% | $14.45万 | 加仓 |
| VV | VANGUARD INDEX FDS | $104.20万 | 0.32% | 3,488 | -345 | -9.0% | -$10.31万 | 减仓 |
| FICO | FAIR ISAAC CORP | $107.20万 | 0.33% | 1,004 | -24 | -2.3% | -$2.56万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $109.90万 | 0.34% | 1,819 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $115.40万 | 0.35% | 2,408 | -135 | -5.3% | -$6.47万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $118.90万 | 0.36% | 3,930 | 91 | 2.4% | $2.75万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $123.30万 | 0.38% | 10,397 | -85 | -0.8% | -$1.01万 | 减仓 |